ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2410.00%0.00%0.01%Q2 2013Q3 202365
Tortoise Investment Management, LLC 44440.06%0.71%2.46%Q4 2012Q3 202344
NORTHWEST INVESTMENT COUNSELORS, LLC 42422.51%3.81%4.98%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
Citadel Advisors 1450.00%0.00%0.00%Q3 2015Q2 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
OARSMAN CAPITAL, INC. 26140.15%0.21%0.26%Q3 2013Q3 202340
ENVESTNET ASSET MANAGEMENT INC 2070.00%0.00%0.00%Q2 2013Q3 202339
AlphaMark Advisors, LLC 38380.00%0.04%0.09%Q2 2013Q3 202238
AMERIPRISE FINANCIAL INC 1790.00%0.00%0.00%Q2 2013Q3 202336
Boston Standard Wealth Management, LLC 22141.39%1.72%2.56%Q4 2014Q4 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Lowe Wealth Advisors, LLC 35350.00%0.00%0.00%Q4 2014Q2 202335
JANE STREET GROUP, LLC 1110.00%0.01%0.03%Q2 2014Q3 202333
CITIGROUP INC 19130.00%0.00%0.00%Q2 2013Q2 202132
REGIONS FINANCIAL CORP 18120.00%0.01%0.01%Q2 2013Q1 202130
QS Investors, LLC 2320.00%0.06%0.92%Q2 2013Q1 202130
PNC FINANCIAL SERVICES GROUP, INC. 30300.00%0.00%0.00%Q2 2013Q3 202030
Cutler Group LLC / CA 1310.00%0.00%0.01%Q3 2016Q3 202329
RAYMOND JAMES & ASSOCIATES 1310.00%0.00%0.01%Q2 2013Q3 202328
QCI ASSET MANAGEMENT INC/NY 28280.00%0.00%0.01%Q2 2013Q1 202028
M Holdings Securities, Inc. 2110.06%0.28%0.61%Q3 2014Q1 202327
Advisory Services Network, LLC 1310.00%0.01%0.03%Q4 2013Q1 202327
NORTHERN TRUST CORP 27270.00%0.00%0.00%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
IFP Advisors, Inc 1310.00%0.00%0.02%Q4 2015Q4 202225
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.00%Q1 2017Q3 202325
Raymond James Financial Services Advisors, Inc. 710.00%0.00%0.02%Q2 2013Q3 202325
Baird Financial Group, Inc. 25250.00%0.01%0.01%Q2 2015Q2 202125
Global Retirement Partners, LLC 24240.00%0.01%0.11%Q4 2017Q3 202324
BANK OF MONTREAL /CAN/ 1220.00%0.00%0.02%Q2 2013Q3 202324
SCOTIA CAPITAL INC. 23230.01%0.01%0.02%Q2 2013Q4 201823
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1220.00%0.00%0.00%Q1 2014Q3 202323
M Financial Asset Management, Inc. 23233.04%4.90%7.05%Q4 2017Q2 202323
CREATIVE FINANCIAL DESIGNS INC /ADV 13100.00%0.00%0.01%Q4 2016Q3 202323
COMMONWEALTH EQUITY SERVICES, LLC 1490.00%0.00%0.00%Q4 2017Q3 202323
Cambridge Investment Research Advisors, Inc. 1470.00%0.01%0.01%Q3 2016Q2 202221
Stratos Wealth Partners, LTD. 21210.01%0.02%0.05%Q4 2014Q4 201921
Tradewinds Capital Management, LLC 21210.01%0.01%0.01%Q1 2017Q1 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
US BANCORP \DE\ 720.00%0.00%0.00%Q2 2013Q2 202321
FMR LLC 20200.00%0.00%0.00%Q3 2018Q2 202320
PICTET BANK & TRUST Ltd 20200.10%0.17%0.38%Q4 2013Q3 201820
CENTRAL TRUST Co 19190.00%0.00%0.00%Q1 2019Q3 202319
Creative Planning 830.00%0.00%0.00%Q2 2013Q2 201819
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Tower Research Capital LLC (TRC) 1210.00%0.00%0.01%Q2 2013Q3 201918
CREDIT SUISSE AG/ 620.00%0.00%0.00%Q1 2013Q3 202118
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1110.00%0.00%0.01%Q1 2015Q3 202318
MD Financial Management Inc. 17170.42%0.78%1.08%Q4 2017Q4 202117
JANICZEK WEALTH MANAGEMENT, LLC 17170.00%0.00%0.00%Q2 2018Q2 202217
STEPHENS INC /AR/ 1310.00%0.01%0.03%Q2 2013Q1 202217
Biltmore Family Office, LLC 17170.01%0.02%0.03%Q2 2019Q2 202317
Commonwealth Equity Services, Inc 17170.00%0.01%0.03%Q2 2013Q2 201717
Wealthcare Advisory Partners LLC 1110.00%0.01%0.04%Q3 2017Q1 202317
Mariner, LLC 16160.03%0.11%0.34%Q2 2013Q1 201716
TRUIST FINANCIAL CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
Clark Capital Management Group, Inc. 1420.03%0.08%0.12%Q2 2013Q1 202216
Patten Group, Inc. 1510.00%0.00%0.01%Q4 2014Q4 201816
JPMORGAN CHASE & CO 1310.00%0.00%0.00%Q3 2014Q1 202316
Independent Family Office, LLC 16160.67%1.40%2.32%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Parallel Advisors, LLC 15150.01%0.01%0.02%Q1 2017Q3 202015
Private Advisor Group, LLC 1210.00%0.01%0.03%Q3 2014Q3 202315
Jackson Hole Capital Partners, LLC 15150.00%0.00%0.01%Q2 2019Q4 202215
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
First Allied Advisory Services, Inc. 960.06%0.09%0.13%Q2 2013Q3 201915
MSI Financial Services Inc 15150.00%0.01%0.01%Q2 2013Q4 201615
Blume Capital Management, Inc. 14140.03%0.13%1.45%Q4 2018Q1 202214
BLB&B Advisors, LLC 14140.04%0.05%0.07%Q1 2015Q2 201814
NEXT Financial Group, Inc 620.00%0.00%0.00%Q3 2014Q4 202114
AGF INVESTMENTS INC. 14140.00%0.02%0.03%Q2 2013Q3 201614
Money Design Co.,Ltd. 1120.00%0.13%0.27%Q3 2017Q2 202113
HORIZON KINETICS ASSET MANAGEMENT LLC 13130.02%0.04%0.13%Q3 2020Q3 202313
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Aevitas Wealth Management, Inc. 12120.45%0.55%0.66%Q4 2017Q3 202012
ARCADIA INVESTMENT MANAGEMENT CORP/MI 12120.01%0.02%0.02%Q2 2017Q1 202012
CX Institutional 12120.04%0.06%0.09%Q1 2020Q4 202212
Capital Directions Investment Advisors, LLC 620.00%0.00%0.01%Q3 2019Q4 202212
DEUTSCHE BANK AG\ 930.00%0.00%0.01%Q3 2013Q4 201912
Carmichael Hill & Associates, Inc. 12120.00%0.00%0.00%Q4 2019Q3 202212
MYCIO WEALTH PARTNERS, LLC 1110.00%0.01%0.02%Q2 2013Q3 201612
FARMERS & MERCHANTS INVESTMENTS INC 12120.00%0.01%0.02%Q2 2013Q1 201612
NVWM, LLC 710.01%0.48%1.22%Q4 2017Q1 202212
Matrix Trust Co 830.04%0.16%1.08%Q3 2020Q3 202311
Tradition Wealth Management, LLC 1010.00%0.00%0.00%Q4 2020Q3 202311
Prospera Financial Services Inc 1010.01%0.02%0.05%Q3 2020Q3 202311
GOLDMAN SACHS GROUP INC 910.00%0.00%0.00%Q2 2013Q4 202011
CT Financial Advisors LLC 1010.00%0.00%0.00%Q1 2014Q1 201711
Kistler-Tiffany Companies, LLC 11110.00%0.00%0.00%Q2 2013Q4 201511
NewSquare Capital LLC 740.00%0.23%0.65%Q2 2013Q4 202211
CapWealth Advisors, LLC 650.00%0.00%0.00%Q2 2013Q1 201611
LifePlan Financial Group, Inc 11110.01%0.01%0.03%Q1 2018Q3 202011
1832 Asset Management L.P. 730.00%0.02%0.03%Q1 2014Q3 202310
Delos Wealth Advisors, LLC 10100.02%0.46%2.03%Q2 2021Q3 202310
Belpointe Asset Management LLC 10100.01%0.03%0.08%Q4 2020Q1 202310
FIFTH THIRD BANCORP 820.00%0.00%0.00%Q2 2014Q2 201910
Commonwealth Financial Services, LLC 10100.03%0.04%0.11%Q4 2014Q1 201710
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
HC FINANCIAL ADVISORS INC 10100.01%0.01%0.01%Q1 2020Q2 202210
WFG Advisors, LP 10100.00%0.00%0.01%Q2 2013Q3 201510
Catalyst Capital Advisors LLC 990.01%0.01%0.01%Q2 2021Q2 20239
American Portfolios Advisors 990.00%0.00%0.00%Q3 2020Q3 20229
JFS WEALTH ADVISORS, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
CWM, LLC 720.00%0.05%0.28%Q3 2013Q3 20239
MARK SHEPTOFF FINANCIAL PLANNING, LLC 990.01%0.01%0.02%Q1 2014Q1 20169
Faithward Advisors, LLC 810.00%0.03%0.11%Q4 2019Q4 20229
SouthState Corp 990.00%0.00%0.00%Q3 2021Q3 20239
10-15 ASSOCIATES, INC. 990.12%0.30%0.38%Q2 2013Q2 20159
Millburn Ridgefield Corp 990.01%0.01%0.02%Q2 2021Q2 20239
COMERICA BANK 710.00%0.06%0.10%Q2 2013Q3 20238
Cranbrook Wealth Management, LLC 880.01%0.02%0.03%Q4 2020Q3 20228
ASSETMARK, INC 510.00%0.00%0.00%Q4 2018Q2 20218
BLAIR WILLIAM & CO/IL 510.00%0.00%0.00%Q1 2019Q2 20228
BENJAMIN F. EDWARDS & COMPANY, INC. 510.00%0.00%0.00%Q4 2016Q3 20238
OPPENHEIMER & CO INC 610.01%0.01%0.02%Q2 2013Q1 20188
TOMPKINS FINANCIAL CORP 880.01%0.01%0.01%Q1 2022Q4 20238
Spire Wealth Management 880.00%0.00%0.00%Q1 2021Q4 20228
Bellwether Advisors, LLC 880.00%0.00%0.00%Q1 2021Q4 20228
BAIRD ROBERT W & CO INC /WI/ 880.01%0.01%0.01%Q2 2013Q1 20158
COLONY GROUP LLC 620.01%0.08%0.23%Q3 2014Q2 20198
Baldrige Asset Management LLC 880.02%0.02%0.02%Q2 2021Q1 20238
J.P. Morgan Private Wealth Advisors LLC 530.00%0.00%0.00%Q1 2018Q3 20238
Qube Research & Technologies Ltd 410.00%0.00%0.01%Q2 2021Q3 20238
SIGNATUREFD, LLC 410.00%0.00%0.00%Q4 2018Q2 20228
Addison Advisors LLC 710.01%0.01%0.01%Q4 2020Q4 20228
OLD MISSION CAPITAL LLC 410.02%0.05%0.09%Q2 2016Q2 20237
First Horizon Advisors, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
NOVARE CAPITAL MANAGEMENT LLC 770.04%0.08%0.12%Q1 2022Q3 20237
ECLECTIC ASSOCIATES INC /ADV 770.46%0.55%0.72%Q1 2022Q3 20237
BAROMETER CAPITAL MANAGEMENT INC. 410.15%0.24%0.32%Q1 2018Q3 20237
UNITED SERVICES AUTOMOBILE ASSOCIATION 770.01%0.02%0.02%Q2 2013Q4 20147
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Keel Point, LLC 310.12%0.46%0.78%Q3 2017Q1 20227
BANQUE PICTET & CIE SA 770.00%0.00%0.00%Q4 2020Q2 20227
Banque Cantonale Vaudoise 770.00%0.00%0.00%Q3 2021Q1 20237
M&T BANK CORP 770.00%0.00%0.01%Q1 2022Q3 20237
Janney Montgomery Scott LLC 610.00%0.01%0.01%Q2 2017Q4 20197
D'Orazio & Associates, Inc. 770.05%0.96%2.50%Q3 2014Q1 20167
Atria Investments, Inc 660.01%0.03%0.04%Q3 2017Q4 20186
ENTERPRISE FINANCIAL SERVICES CORP 660.01%0.01%0.02%Q3 2018Q4 20196
Bogart Wealth, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
WHITENER CAPITAL MANAGEMENT, INC. 510.00%0.00%0.01%Q1 2018Q3 20196
Virtu KCG Holdings LLC 410.01%0.01%0.02%Q1 2015Q4 20166
D.A. DAVIDSON & CO. 420.00%0.00%0.00%Q2 2013Q3 20166
EDMOND DE ROTHSCHILD HOLDING S.A. 660.00%0.00%0.00%Q1 2017Q2 20186
S. R. Schill & Associates 660.50%0.88%1.06%Q4 2014Q1 20166
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
FLOW TRADERS U.S. LLC 330.01%0.02%0.05%Q4 2020Q3 20226
KMS FINANCIAL SERVICES, INC 660.03%0.05%0.07%Q2 2013Q3 20146
Wealthfront Advisers LLC 510.00%0.00%0.00%Q1 2022Q3 20236
RMB Capital Management, LLC 660.39%1.03%1.39%Q3 2014Q4 20156
JUNCTURE WEALTH STRATEGIES, LLC 660.46%0.53%0.57%Q4 2014Q1 20166
Allworth Financial LP 660.00%0.00%0.00%Q2 2022Q3 20236
STIFEL FINANCIAL CORP 310.00%0.00%0.00%Q1 2018Q4 20196
BDO Wealth Advisors, LLC 660.00%0.00%0.02%Q4 2017Q1 20196
Carroll Financial Associates, Inc. 660.00%0.00%0.00%Q3 2020Q4 20216
Private Ocean, LLC 510.00%0.00%0.02%Q3 2019Q1 20216
B. Riley Wealth Advisors, Inc. 410.00%0.01%0.01%Q2 2014Q4 20216
NEW ENGLAND SECURITIES CORP /MA/ 660.00%0.00%0.00%Q2 2013Q3 20146
TIAA, FSB 550.00%0.00%0.00%Q2 2022Q2 20235
SEI INVESTMENTS CO 550.00%0.00%0.00%Q2 2017Q2 20185
Cetera Advisors LLC 410.00%0.01%0.01%Q1 2019Q1 20225
MATRIX PRIVATE CAPITAL GROUP LLC 550.04%0.07%0.14%Q2 2021Q2 20225
WOODMONT INVESTMENT COUNSEL LLC 410.00%0.01%0.01%Q2 2015Q3 20165
Csenge Advisory Group 550.03%0.05%0.08%Q1 2022Q1 20235
EPG Wealth Management LLC 210.00%0.01%0.01%Q1 2020Q3 20235
Long Wharf Investors, Inc. 551.86%2.62%3.51%Q2 2013Q2 20145
BlueCrest Capital Management Ltd 210.01%0.03%0.06%Q4 2020Q3 20235
BB&T SECURITIES, LLC 550.00%0.01%0.01%Q3 2017Q3 20185
NORTHERN CAPITAL MANAGEMENT LLC 550.20%1.09%1.80%Q2 2013Q2 20145
CIBC WORLD MARKET INC. 320.00%0.00%0.01%Q2 2018Q3 20215
Fusion Family Wealth LLC 550.00%0.00%0.00%Q4 2017Q4 20185
HUNTINGTON NATIONAL BANK 320.00%0.00%0.00%Q1 2013Q3 20155
Essex Financial Services, Inc. 550.02%0.14%0.28%Q2 2021Q2 20225
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q3 2019Q2 20235
Ledyard National Bank 550.04%0.04%0.05%Q3 2022Q3 20235
Sterling Investment Advisors, Ltd. 550.00%0.01%0.01%Q2 2021Q2 20225
FRANKLIN RESOURCES INC 310.00%0.00%0.00%Q3 2021Q3 20234
SUNTRUST BANKS INC 440.00%0.00%0.00%Q4 2018Q3 20194
Community Bank, N.A. 440.00%0.00%0.00%Q2 2021Q1 20224
Perigon Wealth Management, LLC 220.00%0.03%0.06%Q2 2017Q3 20214
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CAMG Solamere Management, LLC 440.38%0.57%0.65%Q4 2020Q3 20214
Brinker Capital Investments, LLC 210.00%0.06%0.12%Q2 2015Q4 20214
TOCQUEVILLE ASSET MANAGEMENT L.P. 310.01%0.02%0.03%Q4 2018Q4 20194
MERCER GLOBAL ADVISORS INC /ADV 220.00%0.00%0.01%Q3 2019Q1 20234
Optiver Holding B.V. 440.00%0.00%0.00%Q2 2021Q1 20224
Alaethes Wealth LLC 440.02%0.02%0.02%Q2 2021Q1 20224
Voya Financial Advisors, Inc. 440.01%0.02%0.02%Q4 2017Q3 20184
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.08%0.09%0.10%Q4 2022Q3 20234
Blue Trust, Inc. 440.00%0.00%0.00%Q2 2022Q1 20234
Advisor Resource Council 110.00%0.06%0.10%Q2 2021Q2 20224
Clearstead Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q3 20234
Lattice Strategies LLC 440.23%0.36%0.58%Q2 2013Q1 20144
Arkadios Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
Orion Portfolio Solutions, LLC 310.00%0.00%0.01%Q4 2019Q2 20224
AVIANCE CAPITAL MANAGEMENT, LLC 440.02%0.05%0.06%Q2 2013Q1 20144
Capital Asset Advisory Services LLC 440.00%0.00%0.00%Q4 2021Q3 20224
VitalStone Financial, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
SPC Financial, Inc. 210.06%0.10%0.16%Q2 2018Q1 20203
FourThought Financial, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
CAPTRUST FINANCIAL ADVISORS 330.00%0.00%0.00%Q4 2021Q2 20223
BOSTON ADVISORS LLC 330.05%0.06%0.06%Q4 2013Q2 20143
BerganKDV Wealth Management, LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Cornerstone Wealth Management, LLC 210.02%0.04%0.10%Q2 2018Q1 20193
NATIONAL BANK OF CANADA /FI/ 210.00%0.00%0.00%Q4 2021Q3 20233
SAXON INTERESTS, INC. 330.47%0.76%0.92%Q4 2021Q2 20223
ALLIANCEBERNSTEIN L.P. 330.00%0.01%0.01%Q2 2018Q4 20183
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
THOMPSON INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Jane Street Holding, LLC 330.01%0.02%0.06%Q2 2013Q4 20133
FIRST INTERSTATE BANK 330.02%0.02%0.02%Q3 2015Q1 20163
Virtue Capital Management, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
HOWE & RUSLING INC 330.00%0.00%0.00%Q2 2022Q4 20223
ACG Wealth 330.05%0.06%0.07%Q4 2021Q2 20223
Flagship Private Wealth, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
TCI Wealth Advisors, Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
LGT CAPITAL PARTNERS LTD. 330.32%0.34%0.35%Q2 2014Q4 20143
Solstein Capital, LLC 330.14%0.20%0.28%Q4 2019Q2 20203
Partnervest Advisory Services LLC 330.01%0.01%0.02%Q2 2013Q4 20133
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
EATON VANCE MANAGEMENT 210.00%0.00%0.00%Q1 2021Q4 20213
Rather & Kittrell, Inc. 330.24%0.30%0.34%Q4 2021Q2 20223
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q3 2019Q2 20213
MML INVESTORS SERVICES, LLC 210.00%0.00%0.00%Q3 2018Q3 20233
TIAA CREF TRUST CO FSB/MO 330.01%0.01%0.01%Q2 2015Q4 20153
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.01%Q1 2021Q4 20223
Verition Fund Management LLC 110.04%0.05%0.06%Q3 2013Q1 20153
Jacobi Capital Management LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Portfolio Strategies, Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
Stamos Capital Partners, L.P. 220.06%0.06%0.07%Q2 2023Q3 20232
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Sunbelt Securities, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Valeo Financial Advisors, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
HighTower Advisors, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2020Q1 20212
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2022Q4 20222
Capital Analysts, LLC 110.00%0.00%0.00%Q1 2021Q4 20212
Cavalier Investments, LLC 221.21%1.27%1.33%Q4 2020Q1 20212
Congress Wealth Management LLC / DE / 220.05%0.06%0.06%Q4 2021Q1 20222
BARRETT & COMPANY, INC. 220.00%0.00%0.00%Q3 2022Q4 20222
Cherry Tree Wealth Management, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Pinkerton Retirement Specialists, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Joseph P. Lucia & Associates, LLC 220.01%0.01%0.01%Q2 2019Q3 20192
LINCOLN NATIONAL CORP 220.00%0.01%0.01%Q3 2021Q4 20212
BALLAST ADVISORS LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Fluent Financial, LLC 222.56%2.69%2.83%Q4 2017Q1 20182
Covington Capital Management 220.00%0.00%0.00%Q2 2021Q3 20212
Rockefeller Capital Management L.P. 220.00%0.00%0.00%Q3 2022Q4 20222
Sigma Planning Corp 220.05%0.05%0.06%Q4 2016Q1 20172
CENTAURUS FINANCIAL, INC. 110.02%0.05%0.08%Q2 2018Q4 20192
Ellis Investment Partners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Manchester Capital Management LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Crosspoint Capital Strategies, LLC 220.02%0.03%0.03%Q2 2018Q3 20182
NATIONAL PLANNING CORP 110.02%0.02%0.02%Q4 2014Q2 20172
Plante Moran Financial Advisors, LLC 110.00%0.01%0.02%Q1 2018Q4 20202
Ground Swell Capital, LLC 220.02%0.02%0.02%Q2 2014Q3 20142
Wealthspire Advisors, LLC 220.04%0.04%0.04%Q3 2019Q4 20192
Cerity Partners LLC 220.00%0.00%0.00%Q4 2021Q1 20222
TRANSCEND CAPITAL ADVISORS, LLC 220.26%0.30%0.34%Q4 2019Q1 20202
Compagnie Lombard Odier SCmA 220.00%0.00%0.00%Q1 2021Q2 20212
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
Riggs Asset Managment Co. Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Cornerstone Wealth Group, LLC 110.36%0.36%0.36%Q3 2020Q3 20201
ETRADE Capital Management LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Regal Investment Advisors LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Torch Wealth Management LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Brookstone Capital Management 110.01%0.01%0.01%Q3 2023Q3 20231
Advisors Preferred, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Private Advisory Group LLC 110.23%0.23%0.23%Q2 2019Q2 20191
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q2 2020Q2 20201
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Hudock, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
WealthShield Partners, LLC 110.31%0.31%0.31%Q1 2021Q1 20211
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.00%0.00%0.00%Q4 2019Q4 20191
GUARDIAN CAPITAL ADVISORS LP 110.19%0.19%0.19%Q3 2023Q3 20231
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Peregrine Asset Advisers, Inc. 111.59%1.59%1.59%Q1 2018Q1 20181
Windsor Creek Advisors, LLC 110.25%0.25%0.25%Q2 2021Q2 20211
Virtu Financial LLC 110.11%0.11%0.11%Q2 2018Q2 20181
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
HARBOR INVESTMENT ADVISORY, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Harvest Investment Services, LLC 110.11%0.11%0.11%Q4 2019Q4 20191
Alhambra Investment Management LLC 111.01%1.01%1.01%Q3 2023Q3 20231
Worth Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2015Q3 20151
Perkins Coie Trust Co 110.00%0.00%0.00%Q2 2023Q2 20231
VICUS CAPITAL 111.45%1.45%1.45%Q2 2015Q2 20151
TRUE Private Wealth Advisors 110.10%0.10%0.10%Q4 2015Q4 20151
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
SevenOneSeven Capital Management 110.04%0.04%0.04%Q1 2021Q1 20211
TELEMUS CAPITAL, LLC 110.18%0.18%0.18%Q4 2018Q4 20181
Gradient Investments LLC 110.00%0.00%0.00%Q4 2013Q4 20131
SeaCrest Wealth Management, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
SG Americas Securities, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Richwood Investment Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Avalon Investment & Advisory 110.12%0.12%0.12%Q4 2019Q4 20191
First National Bank of South Miami 110.02%0.02%0.02%Q2 2021Q2 20211
First Heartland Consultants, Inc. 110.03%0.03%0.03%Q2 2013Q2 20131
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Patriot Financial Group Insurance Agency, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SVB WEALTH LLC 110.07%0.07%0.07%Q2 2019Q2 20191
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q1 2021Q1 20211
Global Financial Private Capital, Inc 110.02%0.02%0.02%Q2 2018Q2 20181
FineMark National Bank & Trust 110.00%0.00%0.00%Q3 2016Q3 20161
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Advocacy Wealth Management Services, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Geneos Wealth Management Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
CAPITAL ADVISORS INC/OK 110.21%0.21%0.21%Q4 2018Q4 20181
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
MARSHALL WACE, LLP 110.00%0.00%0.00%Q2 2021Q2 20211
IHT Wealth Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
WASHINGTON TRUST Co 110.00%0.00%0.00%Q4 2022Q4 20221
Financial Architects, Inc 110.02%0.02%0.02%Q4 2019Q4 20191
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
AURORA FINANCIAL ADVISORS, LLC 110.18%0.18%0.18%Q4 2017Q4 20171
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
ANGELES WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Corbenic Partners LLC 110.00%0.00%0.00%Q3 2017Q3 20171
External links

This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.