ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3910.00%0.01%0.06%Q2 2013Q3 202394
Cutler Group LLC / CA 28280.00%0.00%0.06%Q4 2015Q3 202261
CITIGROUP INC 42420.00%0.02%0.10%Q2 2013Q3 202359
HSBC HOLDINGS PLC 47470.00%0.05%0.14%Q1 2012Q3 202348
UBS Group AG 36360.00%0.01%0.03%Q4 2014Q3 202348
JANE STREET GROUP, LLC 2640.00%0.07%0.39%Q1 2014Q3 202347
GOLDMAN SACHS GROUP INC 3440.00%0.00%0.01%Q1 2012Q3 202346
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.03%Q2 2013Q3 202344
BARCLAYS PLC 42420.00%0.00%0.06%Q2 2013Q3 202344
COMMERCE BANK 43430.02%0.06%0.17%Q1 2013Q3 202343
Goelzer Investment Management, Inc. 43430.03%0.07%0.22%Q1 2013Q3 202343
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.01%0.05%0.35%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.01%0.03%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.04%0.45%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.01%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.02%Q2 2013Q3 202342
Palisades Hudson Asset Management, L.P. 42420.19%0.44%0.76%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.01%0.07%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.01%0.06%0.12%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.02%0.13%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.03%0.14%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 31100.00%0.01%0.02%Q2 2013Q3 202341
Evercore Wealth Management, LLC 3650.00%0.13%0.30%Q2 2013Q3 202341
PNC FINANCIAL SERVICES GROUP, INC. 3740.00%0.00%0.01%Q2 2013Q3 202341
UNITED CAPITAL FINANCIAL ADVISORS, LLC 4010.00%0.02%0.09%Q2 2013Q3 202341
BANK OF NOVA SCOTIA 2950.00%0.57%3.22%Q1 2013Q3 202341
OARSMAN CAPITAL, INC. 27140.15%0.25%0.41%Q2 2013Q3 202341
SPINNAKER TRUST 31100.05%0.92%3.05%Q2 2013Q3 202341
GLENMEDE TRUST CO NA 21200.00%0.01%0.01%Q2 2013Q3 202341
GFS Advisors, LLC 29110.00%0.94%3.11%Q3 2013Q3 202340
FIFTH THIRD BANCORP 26140.00%0.00%0.01%Q2 2013Q3 202340
SCHRODER INVESTMENT MANAGEMENT GROUP 3370.00%0.00%0.02%Q2 2013Q3 202340
NORTHERN TRUST CORP 40400.00%0.00%0.00%Q2 2013Q1 202340
CREDIT SUISSE AG/ 25140.00%0.01%0.13%Q1 2013Q3 202340
L. Roy Papp & Associates, LLP 1510.08%0.12%0.15%Q2 2013Q3 202339
WELLINGTON MANAGEMENT GROUP LLP 1930.00%0.00%0.01%Q2 2013Q3 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.01%0.06%0.12%Q2 2013Q4 202239
BANQUE PICTET & CIE SA 27120.01%0.04%0.29%Q4 2013Q3 202339
Citadel Advisors 1210.00%0.00%0.03%Q3 2014Q3 202338
BANK PICTET & CIE (ASIA) LTD 2510.07%1.93%16.64%Q4 2013Q3 202338
TORONTO DOMINION BANK 25130.00%0.00%0.00%Q1 2013Q3 202238
EATON VANCE MANAGEMENT 38380.00%0.00%0.01%Q2 2013Q3 202238
Hudock, Inc. 38380.02%0.10%0.56%Q2 2013Q3 202238
NWAM LLC 2620.02%0.35%1.11%Q2 2012Q3 202337
EFG Asset Management (Americas) Corp. 37370.00%0.59%1.23%Q3 2014Q3 202337
BANK HAPOALIM BM 3420.03%0.29%0.78%Q4 2013Q2 202336
Dorsey & Whitney Trust CO LLC 3060.02%0.08%0.34%Q1 2014Q1 202336
WEBSTER BANK, N. A. 36360.04%0.19%0.29%Q4 2014Q3 202336
J.P. Morgan Private Wealth Advisors LLC 2220.00%0.01%0.04%Q2 2013Q3 202336
Round Table Services, LLC 36360.18%1.15%3.71%Q2 2013Q1 202236
Bank of New York Mellon Corp 35350.00%0.00%0.01%Q2 2013Q4 202135
ALLIANCEBERNSTEIN L.P. 3230.00%0.02%0.12%Q4 2014Q3 202335
Tower Research Capital LLC (TRC) 930.00%0.07%0.68%Q4 2013Q3 202335
SECURITY NATIONAL TRUST CO 34340.00%0.01%0.02%Q2 2013Q3 202134
Psagot Value Holdings Ltd. 34340.03%2.34%6.73%Q2 2013Q3 202134
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.00%0.19%0.49%Q2 2015Q3 202334
Roble, Belko & Company, Inc 33330.22%0.43%0.72%Q1 2015Q1 202333
SG Americas Securities, LLC 2310.00%0.03%0.08%Q4 2014Q3 202333
BROWN ADVISORY INC 33330.00%0.08%0.27%Q3 2015Q3 202333
WASHINGTON TRUST BANK 33330.11%0.17%0.27%Q1 2014Q1 202233
BANK OF MONTREAL /CAN/ 2490.00%0.00%0.01%Q2 2013Q2 202233
US BANCORP \DE\ 1520.00%0.00%0.00%Q2 2013Q2 202333
COLONY GROUP LLC 3210.00%0.17%0.91%Q3 2014Q3 202333
Kingfisher Capital LLC 2840.25%0.90%2.28%Q2 2013Q3 202332
Brinker Capital Investments, LLC 21110.03%0.38%1.77%Q2 2013Q2 202132
Accredited Investors Inc. 1950.07%1.67%5.02%Q4 2014Q3 202332
Migdal Insurance & Financial Holdings Ltd. 32320.00%0.18%2.75%Q4 2015Q3 202332
CIBC Private Wealth Group, LLC 21110.01%0.10%0.29%Q1 2014Q3 202332
IFP Advisors, Inc 17140.00%0.01%0.08%Q4 2015Q3 202331
RiverFront Investment Group, LLC 1310.11%1.48%4.74%Q2 2009Q1 202131
Creative Planning 1310.00%0.00%0.00%Q2 2013Q3 202330
Nicholas Hoffman & Company, LLC. 30300.04%0.27%0.84%Q2 2016Q3 202330
Cambridge Investment Research Advisors, Inc. 1210.00%0.00%0.01%Q4 2013Q3 202330
Ramsay, Stattman, Vela & Price, Inc. 30300.10%0.19%0.25%Q1 2015Q2 202230
Bison Wealth, LLC 30300.01%0.15%0.21%Q4 2014Q1 202230
BLAIR WILLIAM & CO/IL 2320.00%0.00%0.02%Q2 2014Q3 202330
BNP PARIBAS FINANCIAL MARKETS 2310.00%0.01%0.10%Q2 2014Q3 202330
HighTower Advisors, LLC 2810.00%0.02%0.07%Q2 2015Q2 202329
BlackRock Inc. 2630.00%0.00%0.01%Q1 2015Q3 202329
Harel Insurance Investments & Financial Services Ltd. 1510.00%0.01%0.06%Q4 2015Q3 202329
Callan Capital, LLC 29290.10%0.29%0.90%Q2 2013Q2 202029
PRUDENTIAL FINANCIAL INC 1940.00%0.01%0.02%Q2 2013Q1 202329
DEUTSCHE BANK AG\ 2360.00%0.01%0.02%Q3 2013Q3 202329
Compagnie Lombard Odier SCmA 1910.00%0.11%0.57%Q4 2013Q3 202329
Allianz Asset Management GmbH 1730.00%0.01%0.04%Q4 2015Q2 202328
Janney Montgomery Scott LLC 2530.00%0.18%0.77%Q4 2014Q1 202328
Zurich Insurance Group Ltd/FI 28280.01%0.06%0.13%Q4 2016Q3 202328
Mercer Capital Advisers, Inc. 28280.06%0.06%0.08%Q4 2014Q3 202128
Baird Financial Group, Inc. 2710.00%0.00%0.00%Q2 2015Q3 202328
Banco Santander, S.A. 1890.01%0.07%0.14%Q4 2016Q3 202327
Rothschild & Co Wealth Management UK Ltd 27270.03%0.05%0.12%Q1 2017Q3 202327
ALTFEST L J & CO INC 2070.13%0.31%1.01%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.04%Q2 2013Q4 201927
NEXT Financial Group, Inc 14130.00%0.08%0.28%Q3 2014Q4 202127
ARROW FINANCIAL CORP 26260.00%0.59%2.86%Q2 2017Q3 202326
CWM, LLC 2330.00%0.07%0.71%Q4 2015Q2 202226
Armor Investment Advisors, LLC 26260.01%0.04%0.06%Q4 2016Q1 202326
Strategic Point Investment Advisors, LLC 25250.03%3.52%7.76%Q1 2016Q1 202225
WHITTIER TRUST CO OF NEVADA INC 25250.00%0.00%0.00%Q2 2013Q2 201925
STIFEL FINANCIAL CORP 1810.00%0.00%0.00%Q2 2015Q4 202125
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2210.00%0.00%0.00%Q4 2013Q3 202325
ASSOCIATED BANC-CORP 25250.01%0.06%0.11%Q3 2017Q3 202325
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 14110.88%3.15%5.54%Q4 2014Q3 202325
FLOW TRADERS U.S. LLC 510.00%1.28%6.33%Q2 2013Q3 202325
PICTET ASSET MANAGEMENT LTD 910.00%0.01%0.04%Q2 2013Q2 202124
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.02%0.03%Q4 2017Q3 202324
OLD MISSION CAPITAL LLC 710.04%1.35%4.33%Q4 2014Q3 202324
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1230.00%0.01%0.03%Q2 2015Q4 202124
Mariner, LLC 1590.01%0.14%0.53%Q2 2013Q3 201924
BigSur Wealth Management LLC 24240.17%0.24%0.43%Q4 2017Q3 202324
STEPHENS INC /AR/ 1530.00%0.02%0.05%Q2 2013Q3 202323
SIGNATUREFD, LLC 1410.00%0.50%2.56%Q2 2013Q4 202223
Meristem Family Wealth, LLC 1810.09%0.91%8.55%Q4 2013Q1 202223
WestEnd Advisors, LLC 950.00%0.98%3.99%Q2 2013Q1 202223
FRANKLIN RESOURCES INC 1330.00%0.01%0.03%Q2 2013Q3 202323
Steward Partners Investment Advisory, LLC 1850.00%0.00%0.01%Q3 2017Q3 202323
Analyst IMS Investment Management Services Ltd. 1610.03%2.86%5.76%Q1 2015Q3 202323
EXENCIAL WEALTH ADVISORS, LLC 2110.02%0.16%0.32%Q1 2013Q2 202222
Jacobi Capital Management LLC 22220.01%0.01%0.02%Q2 2016Q3 202122
FMR LLC 2110.00%0.00%0.00%Q4 2013Q3 202322
AIA Group Ltd 1390.59%21.98%90.09%Q3 2014Q4 202222
Horan Securities, Inc. 1110.00%0.01%0.02%Q3 2016Q3 202222
Global Retirement Partners, LLC 1570.00%0.01%0.06%Q1 2018Q3 202322
MML INVESTORS SERVICES, LLC 21210.01%0.02%0.06%Q2 2017Q2 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.09%0.41%Q3 2018Q3 202321
Intersect Capital LLC 21210.23%0.36%0.49%Q2 2017Q2 202221
BB&T SECURITIES, LLC 1380.02%0.09%0.14%Q3 2013Q3 201921
MAI Capital Management 21210.02%0.05%0.08%Q3 2018Q3 202321
Ballentine Partners, LLC 2010.02%0.12%0.30%Q2 2017Q3 202321
American Portfolios Advisors 20200.00%0.00%0.00%Q4 2017Q3 202220
BREWIN DOLPHIN LTD 20200.00%0.00%0.01%Q3 2017Q2 202220
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201920
Edge Capital Group, LLC 20200.06%0.17%0.31%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.01%0.05%0.19%Q4 2018Q3 202320
ASSETMARK, INC 1910.00%0.03%0.09%Q3 2016Q1 202320
Transamerica Financial Advisors, Inc. 610.00%0.01%0.06%Q3 2014Q3 202320
Vivaldi Capital Management LP 20200.08%0.28%0.63%Q4 2018Q3 202320
BROWN BROTHERS HARRIMAN & CO 1310.00%0.01%0.02%Q1 2013Q2 202120
HUNTINGTON NATIONAL BANK 1610.00%0.00%0.00%Q1 2010Q3 202320
TSFG, LLC 19190.01%0.05%0.08%Q1 2019Q3 202319
Csenge Advisory Group 19190.10%0.60%0.93%Q3 2017Q1 202219
SCOTIA CAPITAL INC. 760.00%0.01%0.04%Q4 2013Q2 201919
WOLVERINE TRADING, LLC 510.00%0.00%0.04%Q4 2016Q2 202119
Advisory Services Network, LLC 1210.00%0.00%0.02%Q2 2017Q3 202318
BENJAMIN F. EDWARDS & COMPANY, INC. 1510.00%0.01%0.07%Q2 2013Q1 202118
Fiera Capital Corp 1110.00%0.02%0.18%Q2 2015Q4 202018
Raymond James Financial Services Advisors, Inc. 1210.00%0.00%0.02%Q2 2013Q4 202118
1832 Asset Management L.P. 18180.00%0.00%0.01%Q2 2019Q3 202318
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1440.10%3.84%5.92%Q4 2014Q3 202318
IPG Investment Advisors LLC 1130.06%0.12%0.33%Q3 2018Q3 202318
COMMERZBANK AKTIENGESELLSCHAFT /FI 18180.00%0.02%0.04%Q2 2015Q3 201918
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 18180.92%1.42%1.75%Q4 2014Q1 201918
Sumitomo Mitsui Trust Holdings, Inc. 1010.00%0.00%0.01%Q1 2018Q3 202217
LFA - Lugano Financial Advisors SA 1340.02%0.60%3.38%Q3 2018Q2 202317
Clark Capital Management Group, Inc. 610.01%0.26%2.11%Q2 2013Q2 202217
Cetera Advisor Networks LLC 1310.00%0.02%0.05%Q1 2013Q2 202317
Rockefeller Capital Management L.P. 1610.00%0.03%0.05%Q1 2018Q3 202317
BARINGS LLC 510.02%0.09%0.28%Q1 2017Q2 202317
Wealthspire Advisors, L.P. 1610.02%0.03%0.04%Q1 2016Q2 202017
Evolution Wealth Advisors, LLC 17170.01%1.02%2.57%Q3 2019Q3 202317
Alexandria Capital, LLC 17170.01%0.01%0.02%Q2 2013Q2 201717
FIDUCIARY TRUST INTERNATIONAL LLC 1520.08%0.37%0.55%Q2 2013Q2 202017
Tolleson Wealth Management, Inc. 17170.70%1.08%1.52%Q3 2019Q3 202317
AdvisorNet Financial, Inc 17170.00%0.01%0.02%Q3 2019Q3 202317
Mine & Arao Wealth Creation & Management, LLC. 16160.01%0.01%0.01%Q4 2019Q3 202316
SUNTRUST BANKS INC 970.00%0.00%0.02%Q2 2013Q3 201916
Bank Pictet & Cie (Europe) AG 620.01%0.22%1.35%Q4 2013Q4 202116
Leonard Rickey Investment Advisors P.L.L.C. 16160.08%1.04%1.75%Q4 2017Q3 202116
swisspartners Advisors Ltd 16160.41%0.59%0.71%Q4 2019Q3 202316
Banque Cantonale Vaudoise 16160.01%0.03%0.09%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.05%0.15%Q4 2019Q3 202316
WealthShield Partners, LLC 1210.01%0.03%0.05%Q4 2017Q3 202316
Valeo Financial Advisors, LLC 16160.01%0.03%0.05%Q3 2017Q2 202116
RPg Family Wealth Advisory, LLC 1110.02%0.12%0.32%Q4 2015Q1 202216
Harvest Fund Management Co., Ltd 16160.05%0.20%0.36%Q4 2016Q3 202016
Cerity Partners LLC 910.00%0.02%0.04%Q1 2017Q1 202216
Moneda S.A. Administradora General de Fondos 1050.20%1.31%3.82%Q4 2019Q3 202315
LGL PARTNERS, LLC 640.10%1.21%1.94%Q4 2015Q4 201915
Riggs Asset Managment Co. Inc. 870.00%0.75%3.83%Q1 2015Q2 202215
OSAIC HOLDINGS, INC. 15150.00%0.01%0.02%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.00%0.02%Q2 2013Q4 201615
HIGH POINT BANK & TRUST CO 15150.02%1.07%2.11%Q2 2013Q4 201615
EASTERN BANK 15150.02%1.13%1.63%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.01%0.04%Q2 2016Q4 201915
VOYA INVESTMENT MANAGEMENT LLC 1320.00%0.00%0.01%Q4 2019Q3 202315
MOODY NATIONAL BANK TRUST DIVISION 15150.01%0.02%0.03%Q4 2018Q2 202215
Bank Julius Baer & Co. Ltd, Zurich 15150.04%0.09%0.24%Q1 2020Q3 202315
Geneos Wealth Management Inc. 15150.00%0.01%0.07%Q1 2020Q3 202315
Morningstar Investment Services LLC 15150.06%0.19%0.29%Q2 2013Q4 201615
Neuberger Berman Group LLC 1220.00%0.00%0.00%Q2 2013Q3 201914
ACIMA PRIVATE WEALTH, LLC 14140.16%0.93%1.48%Q4 2018Q1 202214
Wealthcare Advisory Partners LLC 810.00%0.01%0.03%Q2 2018Q3 202314
ROPES WEALTH ADVISORS LLC 1040.03%0.04%0.05%Q1 2020Q3 202314
MEITAV INVESTMENT HOUSE LTD 14140.12%0.46%1.10%Q2 2020Q3 202314
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 14140.00%0.00%0.01%Q2 2020Q3 202314
Bogart Wealth, LLC 14140.00%0.79%3.38%Q2 2020Q3 202314
PROVIDA PENSION FUND ADMINISTRATOR 620.00%0.60%3.22%Q4 2018Q4 202214
Lee Financial Co 14140.00%0.01%0.02%Q2 2020Q3 202314
Lattice Strategies LLC 14140.16%1.43%2.90%Q2 2013Q3 201614
SIMON QUICK ADVISORS, LLC 14140.00%0.01%0.01%Q4 2018Q1 202214
Mizuho Asset Management Co.,Ltd. 14140.34%0.52%0.78%Q2 2013Q3 201614
Personal Wealth Partners 14140.30%0.59%3.47%Q4 2018Q1 202214
Mizuho Bank, Ltd. 610.76%4.80%10.78%Q2 2013Q4 201813
CAPITAL FUND MANAGEMENT S.A. 410.00%0.02%0.04%Q2 2014Q4 201913
Risk Paradigm Group, LLC 1120.48%2.58%5.82%Q1 2015Q4 201813
Lindbrook Capital, LLC 13130.01%0.02%0.02%Q4 2018Q4 202113
Hexagon Capital Partners LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Moors & Cabot, Inc. 710.02%0.04%0.06%Q1 2017Q3 202013
Key FInancial Inc 1210.00%0.00%0.00%Q1 2020Q3 202313
Bluefin Trading, LLC 210.02%0.31%1.17%Q2 2013Q2 201913
Capital Analysts, LLC 920.00%0.00%0.00%Q4 2012Q2 202113
Renaissance Technologies 610.00%0.00%0.01%Q4 2017Q3 202313
CULLEN/FROST BANKERS, INC. 13130.01%0.01%0.02%Q3 2020Q3 202313
PATHSTONE FAMILY OFFICE, LLC 1210.00%0.08%0.18%Q2 2013Q4 202113
RAYMOND JAMES TRUST N.A. 850.01%0.04%0.08%Q3 2013Q3 202113
Veritable, L.P. 610.00%0.02%0.11%Q4 2013Q1 202213
Kore Private Wealth LLC 920.00%0.08%0.24%Q4 2018Q2 202213
Mirae Asset Global Investments Co., Ltd. 410.00%0.11%0.52%Q1 2012Q3 202113
Private Advisor Group, LLC 710.00%0.05%0.19%Q2 2014Q2 202013
BESSEMER GROUP INC 510.00%0.00%0.00%Q3 2013Q3 202313
Atlas Brown,Inc. 710.04%0.09%0.13%Q3 2017Q1 202212
Global Endowment Management, LP 12120.22%0.46%0.85%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Commonwealth Equity Services, Inc 1110.00%0.01%0.03%Q4 2013Q3 201712
Fortis Advisors, LLC 12120.01%0.57%1.80%Q4 2020Q3 202312
GM Advisory Group, LLC 1020.22%1.19%4.36%Q3 2014Q3 202212
IndexIQ Advisors LLC 750.01%0.32%1.04%Q1 2017Q1 202012
CUMBERLAND ADVISORS INC 1111.85%2.78%3.06%Q1 2016Q2 201912
Carroll Financial Associates, Inc. 1110.00%0.00%0.01%Q2 2013Q3 202112
Close Asset Management Ltd 12120.00%0.01%0.03%Q1 2017Q4 201912
Sound Income Strategies, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.00%0.00%Q4 2016Q3 201912
FFT WEALTH MANAGEMENT LLC 12121.29%2.41%2.98%Q4 2016Q3 201912
AIA International Ltd 12121.36%13.96%28.77%Q4 2017Q3 202012
Circle Wealth Management, LLC 1110.05%2.01%2.95%Q4 2016Q1 202312
Beaumont Financial Partners, LLC 710.03%0.07%0.14%Q4 2014Q3 201912
SEI INVESTMENTS CO 910.00%0.00%0.00%Q1 2015Q4 201912
DRW Securities, LLC 410.01%0.24%0.66%Q4 2016Q1 202212
NatWest Group plc 12120.26%0.40%0.61%Q3 2016Q2 201912
Sierra Capital LLC 11110.06%0.61%1.14%Q1 2021Q3 202311
WESTPAC BANKING CORP 410.01%0.02%0.05%Q2 2013Q1 201911
FIRST NATIONAL BANK OF OMAHA 11110.02%0.04%0.06%Q2 2013Q4 201511
Donald L. Hagan, LLC 1010.94%2.00%3.15%Q1 2015Q2 201811
Virtu KCG Holdings LLC 610.00%0.04%0.15%Q4 2013Q2 201711
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
EXANE DERIVATIVES 11110.00%0.00%0.01%Q4 2014Q2 201711
QUATTRO FINANCIAL ADVISORS LLC 1010.02%2.49%5.58%Q1 2017Q4 201911
CT Financial Advisors LLC 1010.06%0.13%0.20%Q1 2014Q1 201711
Asset Planning Services, Ltd. 11110.01%0.02%0.02%Q1 2017Q3 201911
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q1 2014Q2 202311
MARVIN & PALMER ASSOCIATES INC 720.68%1.61%2.62%Q1 2015Q1 201811
CENTRAL TRUST Co 11110.00%0.00%0.00%Q2 2013Q4 201511
Westshore Wealth, LLC 1010.14%0.26%0.42%Q4 2019Q2 202311
Vontobel Swiss Wealth Advisors AG 10100.13%0.23%0.37%Q1 2019Q2 202110
MCF Advisors LLC 820.00%0.56%0.89%Q2 2013Q2 201610
LMCG INVESTMENTS, LLC 10100.06%0.25%0.38%Q2 2013Q3 201510
VAUGHAN DAVID INVESTMENTS LLC/IL 10100.01%0.01%0.01%Q4 2017Q1 202010
Vestmark Advisory Solutions, Inc. 730.15%0.37%0.65%Q1 2019Q3 202110
FDx Advisors, Inc. 730.01%0.02%0.06%Q4 2014Q2 201810
Qube Research & Technologies Ltd 810.00%0.01%0.05%Q4 2019Q3 202310
New Vernon Capital Holdings II LLC 912.61%5.90%19.55%Q2 2015Q2 201810
Dai-ichi Life Insurance Company, Ltd 10100.32%1.59%2.28%Q2 2017Q3 201910
Argentus Capital Management, LLC 910.04%0.16%0.25%Q2 2013Q3 201610
Madden Advisory Services, Inc. 710.03%0.06%0.09%Q2 2013Q1 201710
GFG Capital, LLC 10100.08%0.60%2.42%Q2 2021Q3 202310
Conservest Capital Advisors, Inc. 10100.52%0.79%1.15%Q1 2017Q2 201910
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
Bellecapital International Ltd. 640.06%1.17%2.19%Q2 2015Q2 202210
People's United Financial, Inc. 10100.01%0.01%0.02%Q4 2019Q1 202210
Capital Advisors, Ltd. LLC 10100.00%0.02%0.05%Q1 2021Q2 202310
PRUDENTIAL PLC 510.01%0.25%0.92%Q4 2020Q3 202310
Avion Wealth 10100.01%0.02%0.02%Q4 2020Q1 202310
Sigma Planning Corp 520.01%0.01%0.02%Q2 2018Q4 202110
TrinityPoint Wealth, LLC 730.18%0.38%0.66%Q4 2018Q3 202110
PICTET BANK & TRUST Ltd 810.10%1.54%1.94%Q2 2018Q2 20229
Horizon Investments, LLC 410.00%1.56%7.42%Q3 2013Q3 20239
Barrett Asset Management, LLC 990.00%0.00%0.00%Q2 2013Q2 20159
TOCQUEVILLE ASSET MANAGEMENT L.P. 990.01%0.01%0.01%Q2 2013Q2 20159
PARK AVENUE SECURITIES LLC 720.01%0.03%0.09%Q3 2019Q2 20229
Convergent Wealth Advisors 541.36%1.70%2.06%Q2 2013Q3 20159
NewEdge Advisors, LLC 990.03%0.04%0.09%Q3 2021Q3 20239
CAPTRUST FINANCIAL ADVISORS 990.00%0.00%0.00%Q2 2020Q2 20229
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 992.83%3.34%3.73%Q3 2021Q3 20239
WEALTHSOURCE PARTNERS, LLC 990.04%0.16%0.29%Q2 2017Q2 20199
WRAPMANAGER INC 990.10%0.12%0.13%Q4 2015Q4 20179
Kathmere Capital Management, LLC 990.11%0.16%0.35%Q2 2020Q2 20229
Highmount Capital, LLC 992.32%3.58%4.58%Q2 2013Q2 20159
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 720.01%0.12%0.26%Q4 2019Q1 20229
Independent Wealth Network Inc. 990.22%0.28%0.35%Q3 2021Q3 20239
EVERMAY WEALTH MANAGEMENT LLC 990.00%0.00%0.01%Q2 2021Q2 20239
TWO SIGMA SECURITIES, LLC 310.01%0.07%0.25%Q4 2014Q3 20239
JANUS HENDERSON GROUP PLC 540.00%0.00%0.00%Q2 2017Q4 20199
SOL Capital Management CO 630.05%0.83%1.70%Q1 2021Q3 20239
GRAYBILL WEALTH MANAGEMENT, LTD. 991.15%1.65%1.84%Q4 2013Q4 20159
Legacy Advisors, LLC 990.18%0.28%0.36%Q1 2018Q1 20209
Vontobel Holding Ltd. 990.00%0.00%0.01%Q3 2021Q3 20239
BAHL & GAYNOR INC 990.01%0.01%0.02%Q2 2013Q2 20159
Stelac Advisory Services LLC 810.16%0.20%0.27%Q2 2021Q3 20239
Torch Wealth Management LLC 991.48%1.65%1.95%Q4 2013Q4 20159
Atria Investments, Inc 520.03%0.04%0.07%Q3 2013Q3 20219
City State Bank 880.02%0.03%0.03%Q4 2021Q3 20238
Pflug Koory, LLC 880.00%0.00%0.01%Q4 2016Q3 20188
HABERER REGISTERED INVESTMENT ADVISOR INC 880.05%0.90%2.43%Q2 2013Q1 20158
Activest Wealth Management 610.46%0.64%1.01%Q1 2021Q3 20238
Apollon Wealth Management, LLC 880.05%0.07%0.09%Q4 2021Q3 20238
BAILARD, INC. 880.01%0.08%0.10%Q4 2021Q3 20238
Polaris Wealth Advisory Group, LLC 530.00%1.40%2.51%Q3 2014Q3 20188
MMBG INVESTMENT ADVISORS CO. 880.26%0.27%0.29%Q4 2021Q3 20238
MARSHALL WACE, LLP 210.00%0.01%0.05%Q1 2018Q1 20238
Pathway Financial Advisors LLC 410.10%0.80%3.48%Q4 2017Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.00%0.01%0.01%Q2 2013Q1 20158
UNIONVIEW, LLC 880.21%0.24%0.27%Q4 2021Q3 20238
Private Capital Group, LLC 410.00%0.00%0.01%Q4 2017Q3 20208
PGIM Custom Harvest LLC 440.52%0.66%0.92%Q4 2020Q3 20238
Patriot Financial Group Insurance Agency, LLC 710.00%0.00%0.03%Q4 2017Q2 20228
Keel Point, LLC 880.04%0.63%1.52%Q4 2016Q3 20188
Argent Trust Co 880.02%0.02%0.03%Q3 2020Q2 20228
Belpointe Asset Management LLC 620.00%0.01%0.03%Q3 2020Q1 20238
COMMONWEALTH BANK OF AUSTRALIA 410.00%0.00%0.01%Q2 2013Q3 20158
CREDIT AGRICOLE S A 880.01%0.01%0.02%Q1 2014Q4 20158
Svenska Handelsbanken AB (publ) 880.02%0.20%0.52%Q4 2015Q3 20178
Blue Fin Capital, Inc. 510.07%0.09%0.12%Q4 2017Q2 20228
Jane Street Holding, LLC 330.01%0.08%0.20%Q2 2013Q4 20138
EVERGREEN CAPITAL MANAGEMENT LLC 880.04%0.10%0.15%Q4 2021Q3 20238
Twin Tree Management, LP 210.00%0.01%0.02%Q3 2019Q3 20238
Quantitative Investment Management, LLC 210.04%0.12%0.24%Q4 2018Q2 20238
Foster Group, Inc. 710.01%0.03%0.05%Q4 2020Q1 20238
Waypoint Capital Advisors, LLC 880.11%0.16%0.29%Q4 2021Q3 20238
LEUTHOLD GROUP, LLC 880.57%0.60%0.65%Q2 2013Q1 20158
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
Sowell Financial Services LLC 770.00%0.00%0.01%Q3 2019Q1 20217
DUBUQUE BANK & TRUST CO 520.01%0.03%0.06%Q2 2013Q3 20157
CLOUGH CAPITAL PARTNERS L P 210.01%0.12%0.40%Q4 2013Q1 20167
Capital Asset Advisory Services LLC 770.00%0.01%0.01%Q1 2020Q3 20217
Atria Wealth Solutions, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
Placemark Investments, Inc. 770.01%0.05%0.08%Q2 2013Q4 20147
Regal Investment Advisors LLC 510.00%0.39%1.06%Q3 2014Q3 20167
BHF Kleinwort Benson Group S.A. 770.02%0.05%0.10%Q2 2013Q4 20147
Castleview Partners, LLC 610.00%0.02%0.15%Q2 2021Q1 20237
ARGI Investment Services, LLC 770.03%0.07%0.12%Q2 2013Q4 20147
H&H Retirement Design & Management INC 430.22%3.53%4.87%Q1 2020Q4 20217
Smithfield Trust Co 510.00%0.01%0.01%Q2 2013Q2 20157
Edge Advisors, LLC 770.06%0.11%0.15%Q4 2016Q2 20187
Financial Insights, Inc. 610.05%0.28%0.36%Q4 2018Q2 20217
Ayalon Insurance Comp Ltd. 610.01%0.01%0.02%Q1 2015Q1 20197
First Pacific Financial 610.14%0.93%2.03%Q4 2021Q3 20237
Core Wealth Advisors, Inc. 430.00%4.30%7.01%Q4 2019Q3 20217
Opus Capital Group, LLC 770.02%0.03%0.04%Q4 2013Q2 20157
Delek Group, Ltd. 770.01%0.10%0.16%Q4 2017Q2 20197
Intellectus Partners, LLC 610.05%0.08%0.12%Q2 2017Q1 20197
Arlington Financial Advisors, LLC 410.44%0.79%2.19%Q4 2019Q4 20227
Phoenix Holdings Ltd. 610.02%0.05%0.10%Q4 2019Q3 20217
Kohmann Bosshard Financial Services, LLC 610.09%0.12%0.15%Q1 2017Q4 20187
MASSMUTUAL TRUST CO FSB/ADV 610.00%0.42%0.79%Q3 2014Q2 20167
TIEDEMANN ADVISORS, LLC 610.01%0.02%0.02%Q4 2017Q2 20207
BAIRD ROBERT W & CO INC /WI/ 430.00%0.04%0.18%Q2 2013Q1 20157
HARRELL INVESTMENT PARTNERS, LLC 770.51%1.67%2.36%Q1 2020Q3 20217
Betterment LLC 770.00%0.00%0.00%Q1 2022Q3 20237
SUMITOMO LIFE INSURANCE CO 667.42%8.51%10.89%Q2 2021Q3 20226
Stratos Wealth Partners, LTD. 310.00%0.03%0.06%Q4 2014Q3 20186
First Horizon Advisors, Inc. 420.00%0.00%0.00%Q4 2020Q2 20236
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
CLEAR STREET MARKETS LLC 310.00%0.13%0.34%Q1 2016Q1 20236
Sand Hill Global Advisors, LLC 660.02%0.16%0.38%Q2 2022Q3 20236
Eudaimonia Partners, LLC 660.01%0.02%0.02%Q4 2019Q1 20216
Cresset Asset Management, LLC 660.00%0.10%0.44%Q2 2022Q3 20236
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.04%0.40%0.98%Q2 2015Q3 20166
NOMURA HOLDINGS INC 210.01%0.07%0.25%Q1 2013Q3 20166
Psagot Value Holdings Ltd. / (Israel) 660.00%0.07%0.14%Q3 2021Q4 20226
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Kestra Advisory Services, LLC 660.01%0.01%0.02%Q4 2020Q1 20226
Rex Capital Advisors, LLC 330.27%1.15%2.31%Q2 2013Q2 20166
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 660.01%0.01%0.01%Q4 2013Q1 20156
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q4 2015Q3 20236
QS Investors, LLC 410.00%0.01%0.04%Q1 2018Q2 20216
GeoWealth Management, LLC 660.21%0.46%0.65%Q2 2020Q3 20216
Squarepoint Ops LLC 410.00%0.12%0.47%Q4 2017Q3 20236
Independent Portfolio Consultants, Inc. 660.08%0.10%0.12%Q1 2016Q2 20176
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
TRANSCEND CAPITAL ADVISORS, LLC 510.15%0.29%0.41%Q1 2020Q3 20216
Alhambra Investment Management LLC 660.15%0.18%0.22%Q1 2021Q2 20226
Portfolio Solutions, LLC 660.04%0.08%0.10%Q2 2021Q3 20226
Covington Capital Management 660.00%0.00%0.00%Q2 2021Q3 20226
Koshinski Asset Management, Inc. 310.01%0.06%0.27%Q2 2015Q1 20226
Financial Advisory Group 660.25%0.26%0.27%Q2 2013Q3 20146
SCHRODERS IS Ltd 662.77%14.63%22.74%Q4 2018Q1 20206
Northeast Financial Consultants Inc 660.08%0.09%0.11%Q4 2018Q1 20206
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 510.24%0.52%0.83%Q2 2017Q3 20206
FCA CORP /TX 550.12%0.16%0.25%Q4 2014Q4 20155
CX Institutional 410.05%0.38%0.55%Q4 2020Q2 20225
James Hambro & Partners 550.03%0.11%0.20%Q3 2022Q3 20235
ClearBridge Investments 550.00%0.00%0.00%Q2 2013Q2 20145
Canal Capital Management, LLC 322.42%3.53%4.32%Q4 2014Q2 20165
PARAMETRIC PORTFOLIO ASSOCIATES LLC 310.00%0.01%0.02%Q4 2014Q3 20215
AVALON CAPITAL MANAGEMENT 311.33%2.43%3.92%Q1 2015Q3 20175
Cornerstone Wealth Group, LLC 551.12%2.19%2.82%Q3 2020Q3 20215
Invesco Ltd. 310.00%0.00%0.00%Q2 2013Q4 20145
CHATHAM CAPITAL GROUP, INC. 550.15%1.21%1.96%Q1 2019Q1 20205
Trustees of Dartmouth College 5519.83%29.57%43.62%Q4 2013Q4 20145
Round Rock Advisors, LLC 550.11%0.14%0.19%Q4 2021Q4 20225
Cornerstone Financial Partners, LLC 550.26%0.57%0.91%Q4 2016Q4 20175
Hefty Wealth Partners 320.01%0.38%0.72%Q3 2016Q4 20175
CIBC BANK USA 550.28%0.38%0.43%Q4 2018Q4 20195
HRT FINANCIAL LP 210.00%0.06%0.26%Q3 2017Q4 20225
9258 Wealth Management, LLC 550.14%0.17%0.21%Q3 2020Q3 20215
Leelyn Smith, LLC 550.04%0.05%0.07%Q1 2021Q1 20225
Manchester Capital Management LLC 210.00%0.12%0.28%Q4 2013Q1 20225
NewSquare Capital LLC 310.00%0.27%0.41%Q1 2018Q1 20215
BRADLEY FOSTER & SARGENT INC/CT 320.02%0.02%0.02%Q2 2013Q4 20145
PALLADIEM, LLC 412.62%3.68%4.54%Q4 2014Q4 20205
Lionsbridge Wealth Management LLC 551.32%1.43%1.61%Q4 2020Q4 20215
DIMENSION CAPITAL MANAGEMENT LLC 210.05%0.08%0.14%Q1 2019Q1 20215
FIELDPOINT PRIVATE ADVISORS, INC 551.35%1.43%1.54%Q2 2013Q2 20145
Hoover Financial Advisors, Inc. 550.00%0.00%0.00%Q2 2020Q2 20215
Washington Trust Advisors, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
DB Wealth Management Group, LLC 550.01%0.05%0.10%Q4 2020Q4 20215
Rossmore Private Capital 550.15%0.28%0.44%Q4 2017Q4 20185
Dynamic Advisor Solutions LLC 210.19%0.37%0.54%Q1 2015Q2 20205
NORTHWEST WEALTH MANAGEMENT, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
First Allied Advisory Services, Inc. 410.00%0.03%0.05%Q3 2014Q3 20195
IEQ CAPITAL, LLC 210.01%0.01%0.01%Q2 2021Q2 20235
Karp Capital Management Corp 440.76%0.80%0.83%Q4 2020Q3 20214
Crosspoint Capital Strategies, LLC 220.00%0.03%0.07%Q4 2013Q4 20154
One Charles Private Wealth Services, LLC 440.82%1.69%2.34%Q4 2020Q3 20214
COLTON GROOME FINANCIAL ADVISORS, LLC 220.59%1.32%1.60%Q4 2020Q2 20234
Haverford Trust Co 440.00%0.00%0.00%Q1 2019Q4 20194
CANANDAIGUA NATIONAL BANK & TRUST CO 440.35%0.47%0.52%Q2 2017Q1 20184
MOTCO 440.00%0.00%0.00%Q2 2013Q1 20144
Intercontinental Wealth Advisors, LLC 440.02%0.02%0.02%Q4 2018Q3 20194
Continuum Advisory, LLC 440.08%0.09%0.10%Q2 2021Q1 20224
FundX Investment Group, LLC 310.62%2.36%3.33%Q3 2016Q4 20174
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 210.00%0.00%0.00%Q2 2017Q1 20234
JANUS HENDERSON INVESTORS US LLC 440.00%0.00%0.00%Q2 2016Q1 20174
INSIGNEO ADVISORY SERVICES, LLC 440.13%0.18%0.21%Q4 2022Q3 20234
Asset Management One Co., Ltd. 440.01%0.01%0.01%Q4 2016Q3 20174
PFS INVESTMENTS INC. 220.20%0.35%0.53%Q4 2020Q2 20234
Frontier Asset Management, LLC 310.09%0.86%1.52%Q4 2021Q3 20234
CIBC WORLD MARKET INC. 210.00%0.02%0.06%Q2 2017Q1 20194
OVERSEA-CHINESE BANKING Corp Ltd 441.11%1.59%2.95%Q4 2022Q3 20234
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 310.00%0.07%0.12%Q1 2014Q1 20164
Edge Wealth Management LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Paloma Partners Management Co 110.00%0.10%0.36%Q1 2017Q3 20194
RWA WEALTH PARTNERS, LLC 440.34%0.42%0.51%Q3 2017Q2 20184
Clean Yield Group 310.02%0.02%0.02%Q4 2020Q4 20214
GREENWOOD CAPITAL ASSOCIATES LLC 440.71%1.27%1.68%Q1 2017Q4 20174
SouthState Corp 310.00%0.00%0.01%Q1 2022Q1 20234
B. Riley Wealth Management, Inc. 210.00%0.10%0.14%Q1 2021Q2 20224
FOUNDERS FINANCIAL SECURITIES LLC 220.18%0.41%0.56%Q4 2020Q2 20234
Tranquilli Financial Advisor LLC 220.30%0.54%0.82%Q4 2020Q2 20234
BB&T INVESTMENT SERVICES, INC. 440.00%0.00%0.01%Q1 2017Q4 20174
GUGGENHEIM CAPITAL LLC 310.00%0.00%0.00%Q2 2013Q4 20164
UBS OCONNOR LLC 220.02%0.11%0.17%Q1 2015Q1 20164
HERITAGE WEALTH MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2021Q1 20224
Paradigm Financial Partners, LLC 220.12%0.18%0.24%Q4 2020Q1 20224
LAZARD ASSET MANAGEMENT LLC 220.00%0.01%0.01%Q2 2013Q1 20194
WFG Advisors, LP 210.00%0.01%0.01%Q4 2013Q1 20154
First Command Bank 440.00%0.00%0.01%Q1 2021Q4 20214
First Command Financial Services, Inc. 440.00%0.00%0.01%Q1 2021Q4 20214
VESTOR CAPITAL, LLC 310.01%0.01%0.02%Q4 2014Q4 20154
Aspire Wealth Management Corp 440.00%0.01%0.01%Q4 2021Q3 20224
SYNOVUS FINANCIAL CORP 440.00%0.00%0.01%Q3 2014Q2 20154
Freedom Investment Management, Inc. 310.02%0.03%0.05%Q1 2015Q4 20164
Granby Capital Management, LLC 441.82%3.55%5.08%Q4 2020Q3 20214
Clearstead Trust, LLC 310.01%0.01%0.01%Q2 2017Q2 20184
Upper Left Wealth Management, LLC 440.39%0.46%0.50%Q4 2022Q3 20234
Donoghue Forlines LLC 441.19%1.58%1.80%Q1 2020Q4 20204
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 440.24%0.28%0.32%Q1 2020Q4 20204
Waldron Private Wealth LLC 440.08%0.10%0.11%Q4 2017Q3 20184
Glassman Wealth Services 440.00%0.00%0.00%Q1 2021Q4 20214
DAVENPORT & Co LLC 210.01%0.01%0.02%Q4 2017Q3 20214
Wunderlich Capital Managemnt 440.16%0.17%0.18%Q4 2022Q3 20234
MARCUARD FAMILY OFFICE LTD 440.95%1.86%2.49%Q2 2013Q1 20144
Corient Private Wealth LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Manifold Partners, LLC 440.17%0.78%1.63%Q3 2014Q2 20154
Trexquant Investment LP 310.01%0.02%0.03%Q3 2021Q3 20224
CENTRAL BANK & TRUST CO 440.01%0.04%0.06%Q1 2015Q4 20154
Friedenthal Financial 443.12%5.23%7.71%Q2 2017Q1 20184
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Pekin Hardy Strauss, Inc. 440.03%0.08%0.12%Q1 2021Q4 20214
INTEGRAL DERIVATIVES, LLC 110.01%0.01%0.03%Q4 2016Q4 20174
GAM Holding AG 310.00%0.00%0.01%Q2 2017Q2 20184
Laurel Wealth Advisors LLC 440.01%0.01%0.01%Q4 2020Q3 20214
THRIVENT FINANCIAL FOR LUTHERANS 440.00%0.00%0.00%Q1 2019Q4 20194
MANCHESTER FINANCIAL INC 210.04%0.24%0.76%Q4 2018Q1 20204
WESPAC Advisors SoCal, LLC 440.12%0.14%0.15%Q4 2017Q3 20184
Fullerton Fund Management Co Ltd. 210.03%1.40%2.21%Q4 2022Q3 20233
IHT Wealth Management, LLC 330.20%0.23%0.26%Q1 2018Q3 20183
SILVERCREST ASSET MANAGEMENT GROUP LLC 330.03%0.03%0.04%Q4 2015Q2 20163
Barber Financial Group, Inc. 212.86%3.72%4.16%Q4 2016Q3 20173
Aptus Capital Advisors, LLC 210.00%0.00%0.00%Q1 2020Q3 20223
Smart Portfolios, LLC 331.13%1.28%1.40%Q3 2016Q1 20173
Global Trust Asset Management, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
Quantitative Advantage, LLC 332.50%2.93%3.60%Q4 2017Q2 20183
Visionary Asset Management, Inc. 210.03%0.07%0.14%Q3 2013Q4 20143
Perella Weinberg Partners Capital Management LP 330.73%1.13%1.66%Q2 2013Q4 20133
Ameliora Wealth Management Ltd. 330.29%0.41%0.52%Q4 2021Q2 20223
MYCIO WEALTH PARTNERS, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Aureus Asset Management, LLC 330.03%0.04%0.04%Q1 2018Q3 20183
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 330.19%0.20%0.22%Q2 2013Q4 20133
AlphaStar Capital Management, LLC 210.02%0.17%0.37%Q3 2017Q3 20213
NATIXIS 330.00%0.00%0.00%Q2 2018Q4 20183
Ellis Investment Partners, LLC 330.02%0.02%0.02%Q2 2019Q4 20193
Elo Mutual Pension Insurance Co 210.10%2.02%4.83%Q1 2018Q1 20233
Truvestments Capital LLC 210.00%0.00%0.00%Q2 2020Q1 20213
Aveo Capital Partners, LLC 210.05%0.06%0.06%Q1 2021Q4 20213
Headlands Technologies LLC 330.02%0.08%0.13%Q1 2023Q3 20233
D.A. DAVIDSON & CO. 330.00%0.00%0.01%Q3 2014Q1 20153
Waverly Advisors, LLC 330.02%0.04%0.05%Q2 2014Q4 20143
QCM Cayman, Ltd. 210.29%0.57%0.81%Q4 2020Q3 20213
Vigilant Capital Management, LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Graypoint LLC 330.05%0.08%0.10%Q1 2021Q3 20213
Summit X, LLC 330.07%0.12%0.14%Q3 2021Q1 20223
Long Wharf Investors, Inc. 330.31%0.43%0.50%Q4 2013Q2 20143
WealthOne, LLC 330.08%0.11%0.13%Q1 2021Q3 20213
AFT, FORSYTH & COMPANY, INC. 330.66%0.68%0.70%Q4 2020Q2 20213
Independence Advisors, LLC 330.00%0.00%0.01%Q1 2020Q3 20203
Centric Wealth Management 212.48%2.52%2.55%Q4 2022Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
SPX Gestao de Recursos Ltda 330.85%5.58%15.04%Q2 2014Q4 20143
Sowa Financial Group, Inc. 330.00%0.01%0.01%Q4 2019Q2 20203
Fusion Investment Group, LLC 330.46%1.14%1.58%Q2 2015Q4 20153
Stuart Chaussee & Associates, Inc. 210.02%1.77%2.66%Q3 2017Q1 20213
BlueCrest Capital Management LLP 330.03%0.08%0.20%Q3 2013Q1 20143
CALDWELL SUTTER CAPITAL, INC. 330.01%0.13%0.19%Q1 2023Q3 20233
Guild Investment Management, Inc. 213.55%4.99%7.57%Q1 2018Q2 20233
Phocas Financial Corp. 330.04%0.05%0.05%Q2 2021Q4 20213
Cetera Advisors LLC 210.00%0.00%0.01%Q1 2019Q2 20233
MGO ONE SEVEN LLC 210.04%0.04%0.05%Q4 2017Q4 20183
W.G. Shaheen & Associates DBA Whitney & Co 330.01%0.01%0.01%Q1 2018Q3 20183
Black Swift Group, LLC 330.08%0.24%0.44%Q2 2017Q4 20173
New Potomac Partners, LLC 331.30%1.46%1.61%Q2 2021Q4 20213
Pinion Investment Advisors, LLC 210.22%0.49%0.77%Q4 2020Q1 20223
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.01%Q1 2021Q3 20213
Parallel Advisors, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 330.55%0.76%0.87%Q4 2014Q2 20153
Essex Savings Bank 330.02%0.03%0.04%Q4 2018Q2 20193
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.01%Q2 2017Q4 20183
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 210.16%0.50%0.84%Q2 2014Q3 20203
Alpine Global Management, LLC 210.09%0.22%0.32%Q3 2017Q1 20233
MEEDER ASSET MANAGEMENT INC 330.00%0.00%0.00%Q3 2021Q1 20223
Allworth Financial LP 330.00%0.01%0.01%Q3 2021Q1 20223
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Marcum Wealth, LLC 330.04%0.05%0.06%Q1 2021Q3 20213
Shamrock Asset Management LLC 330.01%0.04%0.06%Q3 2015Q1 20163
CARDIFF PARK ADVISORS, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Financial Gravity Asset Management, Inc. 220.00%0.01%0.02%Q4 2020Q1 20212
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
Strategic Blueprint, LLC 110.01%0.03%0.05%Q3 2019Q4 20212
Ascent Group, LLC 220.92%0.96%1.01%Q4 2021Q1 20222
Atlas Private Wealth Management, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
CKW FINANCIAL GROUP 220.02%0.07%0.11%Q3 2015Q4 20152
Voya Financial Advisors, Inc. 220.16%0.18%0.21%Q1 2015Q2 20152
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Spectrum Management Group, LLC 222.63%2.68%2.72%Q1 2015Q2 20152
ProVise Management Group, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
Patten Group, Inc. 110.00%0.00%0.00%Q4 2014Q2 20152
MISSION WEALTH MANAGEMENT, LP 220.01%0.02%0.02%Q2 2021Q3 20212
Sterling Investment Counsel, LLC 220.33%0.36%0.38%Q4 2021Q1 20222
COMERICA BANK 110.00%0.00%0.01%Q3 2013Q3 20232
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 220.01%0.01%0.01%Q2 2016Q3 20162
LWM Advisory Services, LLC 220.48%0.51%0.53%Q4 2021Q1 20222
WBI INVESTMENTS, LLC 110.02%0.02%0.02%Q3 2016Q1 20182
TUDOR INVESTMENT CORP ET AL 110.01%0.02%0.03%Q1 2020Q3 20212
AXA S.A. 220.00%0.00%0.00%Q2 2017Q3 20172
Hilltop Holdings Inc. 220.10%0.11%0.12%Q1 2021Q2 20212
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.02%0.02%0.02%Q2 2022Q3 20222
PRIVATE TRUST CO NA 220.00%0.00%0.00%Q2 2022Q3 20222
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
HOWE & RUSLING INC 220.00%0.00%0.00%Q1 2022Q2 20222
Prime Capital Investment Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Y-Intercept (Hong Kong) Ltd 110.17%0.20%0.22%Q1 2021Q3 20212
Rehmann Capital Advisory Group 110.02%0.02%0.03%Q2 2021Q4 20212
MUFG Americas Holdings Corp 220.00%0.00%0.00%Q2 2021Q3 20212
Advisor Resource Council 220.02%0.04%0.06%Q4 2021Q1 20222
iA Global Asset Management Inc. 220.05%0.07%0.09%Q2 2023Q3 20232
New Republic Capital, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
All Season Financial Advisors, Inc. 111.62%1.64%1.65%Q2 2021Q2 20222
Sage Mountain Advisors LLC 220.01%0.01%0.01%Q1 2021Q2 20212
BBVA USA Bancshares, Inc. 220.11%0.14%0.18%Q4 2020Q1 20212
Brevan Howard Capital Management LP 225.58%8.27%10.96%Q4 2014Q1 20152
WEDBUSH SECURITIES INC 220.03%0.03%0.03%Q1 2018Q2 20182
Nauset Wealth Management. LLC 220.28%0.53%0.78%Q4 2021Q1 20222
LOCKERMAN FINANCIAL GROUP, INC. 227.62%8.37%9.13%Q4 2021Q1 20222
Sunbelt Securities, Inc. 110.02%0.03%0.04%Q4 2016Q1 20202
US FINANCIAL ADVISORS, LLC 220.04%0.05%0.06%Q3 2015Q4 20152
M&T BANK CORP 110.00%0.01%0.02%Q2 2015Q1 20192
Concert Wealth Management Inc. 220.04%0.04%0.05%Q2 2015Q3 20152
JNBA Financial Advisors 220.01%0.02%0.02%Q2 2016Q3 20162
HAP Trading, LLC 220.32%0.35%0.37%Q3 2013Q4 20132
Covenant Multifamily Offices, LLC 220.06%0.07%0.08%Q2 2021Q3 20212
Cetera Investment Advisers 220.02%0.02%0.02%Q1 2023Q2 20232
Baker Avenue Asset Management, LP 220.56%0.58%0.60%Q3 2014Q4 20142
NEW ENGLAND SECURITIES CORP /MA/ 110.00%0.00%0.00%Q4 2013Q2 20142
ROCKEFELLER FINANCIAL SERVICES INC 220.00%0.00%0.00%Q3 2017Q4 20172
PICTET ASSET MANAGEMENT SA 220.00%0.00%0.01%Q1 2023Q2 20232
CAXTON ASSOCIATES LP 110.02%0.32%0.63%Q3 2013Q3 20232
Cherry Tree Wealth Management, LLC 220.04%0.05%0.05%Q2 2023Q3 20232
WFA Asset Management Corp 220.00%0.00%0.00%Q2 2022Q3 20222
Edmond de Rothschild (Europe) 110.02%0.04%0.06%Q2 2015Q3 20162
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Lombard Odier Transatlantic Ltd 223.12%3.19%3.26%Q1 2015Q2 20152
FLAGSTAR ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20222
AEGON USA Investment Management, LLC 110.00%0.22%0.44%Q3 2014Q2 20152
BEL AIR INVESTMENT ADVISORS LLC 220.27%0.29%0.30%Q1 2021Q2 20212
Beacon Pointe Advisors, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
PARTNERS CAPITAL INVESTMENT GROUP, LLP 220.01%0.01%0.01%Q3 2021Q4 20212
Freestone Capital Holdings, LLC 110.04%0.06%0.08%Q4 2017Q4 20222
Maxim Capital Management LLC 113.69%3.69%3.69%Q4 2018Q4 20192
Crescent Grove Advisors, LLC 110.24%0.33%0.41%Q4 2018Q4 20222
55I, LLC 220.01%0.02%0.02%Q2 2021Q3 20212
VANGUARD GROUP INC 220.00%0.00%0.00%Q1 2023Q2 20232
GSA CAPITAL PARTNERS LLP 110.06%0.13%0.19%Q1 2023Q3 20232
Forward Management, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
MADISON INVESTMENT HOLDINGS INC 220.08%0.20%0.31%Q4 2013Q1 20142
Jefferies Group LLC 110.00%0.00%0.00%Q2 2013Q4 20132
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.01%Q2 2020Q4 20222
First Eagle Investment Management, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Stanford Investment Group, Inc. 110.07%0.07%0.07%Q2 2015Q2 20151
Colorado Capital Management, Inc. 110.25%0.25%0.25%Q4 2015Q4 20151
Rathbones Group PLC 110.01%0.01%0.01%Q3 2023Q3 20231
Miller Investment Management, LP 110.34%0.34%0.34%Q4 2016Q4 20161
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
STRATEGIC WEALTH MANAGEMENT INC 110.72%0.72%0.72%Q4 2012Q4 20121
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Ground Swell Capital, LLC 110.05%0.05%0.05%Q3 2014Q3 20141
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Advisory Alpha, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Palisade Asset Management, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
MONETA GROUP INVESTMENT ADVISORS LLC 110.18%0.18%0.18%Q4 2012Q4 20121
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q1 2015Q1 20151
JGP Global Gestao de Recursos Ltda. 110.27%0.27%0.27%Q3 2021Q3 20211
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
ING GROEP NV 110.01%0.01%0.01%Q1 2013Q1 20131
Timber Hill LLC 110.05%0.05%0.05%Q3 2017Q3 20171
PARSONS CAPITAL MANAGEMENT INC/RI 110.01%0.01%0.01%Q1 2015Q1 20151
DUNCKER STREETT & CO INC 110.38%0.38%0.38%Q4 2017Q4 20171
CI INVESTMENTS INC. 110.00%0.00%0.00%Q1 2020Q1 20201
WOLVERINE ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2020Q3 20201
1ST SOURCE BANK 110.03%0.03%0.03%Q4 2013Q4 20131
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
Capstone Triton Financial Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
FIRST HAWAIIAN BANK 110.00%0.00%0.00%Q3 2018Q3 20181
Mandatum Life Insurance Co Ltd 110.00%0.00%0.00%Q4 2015Q4 20151
Kalos Management, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
MACQUARIE GROUP LTD 110.01%0.01%0.01%Q1 2016Q1 20161
Riverview Trust Co 110.00%0.00%0.00%Q1 2019Q1 20191
ATHERTON LANE ADVISERS, LLC 110.14%0.14%0.14%Q2 2013Q2 20131
New World Advisors LLC 111.07%1.07%1.07%Q4 2022Q4 20221
FIRST AMERICAN TRUST, FSB 110.05%0.05%0.05%Q4 2020Q4 20201
JOYN Advisors, Inc. 110.19%0.19%0.19%Q4 2013Q4 20131
CHILTON INVESTMENT CO INC. 110.01%0.01%0.01%Q4 2021Q4 20211
CIBC Asset Management Inc 110.01%0.01%0.01%Q2 2019Q2 20191
COLUMBIA CAPITAL LLC 114.57%4.57%4.57%Q2 2013Q2 20131
VSR Financial Services, Inc. 110.09%0.09%0.09%Q2 2015Q2 20151
COMERICA SECURITIES,INC. 110.11%0.11%0.11%Q1 2020Q1 20201
Intrua Financial, LLC 110.11%0.11%0.11%Q4 2021Q4 20211
Cypress Capital Management LLC (WY) 110.01%0.01%0.01%Q4 2014Q4 20141
HB Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Essex Financial Services, Inc. 110.16%0.16%0.16%Q1 2018Q1 20181
Julex Capital Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
PEAK6 Group LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Hudson Bay Capital Management LP 110.04%0.04%0.04%Q1 2021Q1 20211
Glovista Investments LLC 110.07%0.07%0.07%Q4 2014Q4 20141
NORTHSTAR ASSET MANAGEMENT Co LLC 112.75%2.75%2.75%Q2 2013Q2 20131
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2014Q2 20141
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.00%0.00%0.00%Q1 2020Q1 20201
Virtu Financial LLC 110.03%0.03%0.03%Q2 2018Q2 20181
YorkBridge Wealth Partners, LLC 110.05%0.05%0.05%Q4 2016Q4 20161
Source Financial Advisors LLC 110.15%0.15%0.15%Q1 2021Q1 20211
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q2 2022Q2 20221
Horizon Kinetics 110.01%0.01%0.01%Q4 2016Q4 20161
Cornerstone Advisors, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
EFG CAPITAL INTERNATIONAL CORP. 110.88%0.88%0.88%Q2 2023Q2 20231
MPI INVESTMENT MANAGEMENT, INC. 111.30%1.30%1.30%Q4 2017Q4 20171
WEXFORD CAPITAL LP 110.97%0.97%0.97%Q2 2023Q2 20231
OLD MISSION CAPITAL, LLC 112.01%2.01%2.01%Q4 2016Q4 20161
Bartlett & Co. LLC 110.00%0.00%0.00%Q1 2018Q1 20181
WESBANCO BANK INC 110.02%0.02%0.02%Q4 2016Q4 20161
BUCKINGHAM STRATEGIC WEALTH, LLC 110.03%0.03%0.03%Q1 2019Q1 20191
Weaver Consulting Group 110.00%0.00%0.00%Q3 2020Q3 20201
REILLY FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Capital Bank & Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
PNC Managed Account Solutions, Inc. 111.36%1.36%1.36%Q2 2021Q2 20211
CSS LLC/IL 110.00%0.00%0.00%Q4 2018Q4 20181
Allred Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Jacobus Wealth Management, Inc. 110.02%0.02%0.02%Q2 2015Q2 20151
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CONNABLE OFFICE INC 111.35%1.35%1.35%Q4 2022Q4 20221
LaSalle St. Investment Advisors, LLC 110.15%0.15%0.15%Q4 2022Q4 20221
Mariner Wealth Advisors-Madison, LLC 110.02%0.02%0.02%Q3 2013Q3 20131
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Concentrum Wealth Management 110.18%0.18%0.18%Q1 2021Q1 20211
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
STANCORP INVESTMENT ADVISERS INC 110.01%0.01%0.01%Q1 2015Q1 20151
Advocacy Wealth Management Services, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Itau Unibanco Holding S.A. 110.01%0.01%0.01%Q1 2017Q1 20171
CAZENOVE CAPITAL MANAGEMENT LTD 110.12%0.12%0.12%Q2 2013Q2 20131
Longer Investments Inc. 112.05%2.05%2.05%Q1 2016Q1 20161
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
GLG INC. 110.06%0.06%0.06%Q2 2013Q2 20131
Camarda Financial Advisors, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Miracle Mile Advisors, LLC 110.12%0.12%0.12%Q2 2016Q2 20161
Anchor Investment Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ICONIQ Capital, LLC 110.19%0.19%0.19%Q1 2013Q1 20131
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 112.06%2.06%2.06%Q4 2013Q4 20131
CPWM, LLC 110.14%0.14%0.14%Q2 2022Q2 20221
GUARDIAN WEALTH ADVISORS, LLC / NC 110.00%0.00%0.00%Q3 2022Q3 20221
Blankinship & Foster, LLC 110.70%0.70%0.70%Q4 2016Q4 20161
Industrial Alliance Investment Management Inc. 110.12%0.12%0.12%Q1 2023Q1 20231
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Ameritas Investment Company, LLC 110.26%0.26%0.26%Q1 2021Q1 20211
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
New Harbor Financial Group, LLC 119.77%9.77%9.77%Q2 2015Q2 20151
Zuckerman Investment Group, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Altshuler Shaham Ltd 110.00%0.00%0.00%Q2 2021Q2 20211
Winfield Associates, Inc. 110.25%0.25%0.25%Q4 2013Q4 20131
Financial Advocates Investment Management 110.02%0.02%0.02%Q1 2021Q1 20211
Verition Fund Management LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Investors Research Corp 110.00%0.00%0.00%Q1 2019Q1 20191
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2015Q3 20151
PRICE T ROWE ASSOCIATES INC /MD/ 110.00%0.00%0.00%Q4 2022Q4 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
MACKAY SHIELDS LLC 110.14%0.14%0.14%Q1 2018Q1 20181
PineBridge Investments, L.P. 110.08%0.08%0.08%Q2 2013Q2 20131
Retirement Planning Group, LLC 110.13%0.13%0.13%Q2 2022Q2 20221
Gradient Investments LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Altium Wealth Management LLC 110.03%0.03%0.03%Q1 2021Q1 20211
SAGE FINANCIAL GROUP INC 110.13%0.13%0.13%Q4 2015Q4 20151
Vantage Investment Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
SkyView Investment Advisors, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Colonial Trust Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2021Q1 20211
VISTA FINANCE, LLC 110.49%0.49%0.49%Q4 2021Q4 20211
Newbridge Financial Services Group, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Caprock Group, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
MARINER INDEPENDENT ADVISOR NETWORK, LLC 113.46%3.46%3.46%Q1 2017Q1 20171
MIRABELLA FINANCIAL SERVICES LLP 110.80%0.80%0.80%Q4 2019Q4 20191
Harbour Capital Advisors, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
RETIREMENT DESIGN & MANAGEMENT INC /ADV 110.47%0.47%0.47%Q4 2014Q4 20141
Worth Asset Management, LLC 110.15%0.15%0.15%Q1 2023Q1 20231
BANK OF THE WEST 110.04%0.04%0.04%Q4 2018Q4 20181
Mill Creek Capital Advisors, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Ellevest, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
GLG Partners LP 110.02%0.02%0.02%Q1 2015Q1 20151
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Sterling Group Wealth Management, LLC 110.31%0.31%0.31%Q4 2022Q4 20221
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Spot Trading L.L.C 110.00%0.00%0.00%Q3 2013Q3 20131
COBIZ WEALTH, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Winthrop Advisory Group LLC 110.06%0.06%0.06%Q1 2021Q1 20211
Leonetti & Associates, LLC 110.76%0.76%0.76%Q4 2013Q4 20131
DEARBORN PARTNERS LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Cornerstone Advisory, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Five Oceans Asset Management LTD 110.72%0.72%0.72%Q4 2010Q4 20101
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Barry Investment Advisors, LLC 110.08%0.08%0.08%Q4 2017Q4 20171
LITTLE HOUSE CAPITAL LLC 112.14%2.14%2.14%Q1 2021Q1 20211
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
HERMES INVESTMENT MANAGEMENT LTD 112.18%2.18%2.18%Q4 2013Q4 20131
Blue Edge Capital, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Robertson Stephens Wealth Management, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Oak Point Wealth Management 110.00%0.00%0.00%Q4 2017Q4 20171
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
AE Wealth Management LLC 110.00%0.00%0.00%Q2 2021Q2 20211
USA FINANCIAL FORMULAS 110.08%0.08%0.08%Q2 2015Q2 20151
RFG Advisory, LLC 111.02%1.02%1.02%Q2 2015Q2 20151
Solstein Capital, LLC 110.13%0.13%0.13%Q1 2022Q1 20221
Susquehanna International Group Ltd. 111.51%1.51%1.51%Q4 2018Q4 20181
TRUST CO OF VERMONT 110.00%0.00%0.00%Q1 2015Q1 20151
TimeScale Financial, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
External links

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