ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1710.00%0.00%0.02%Q2 2013Q3 202360
Parallax Volatility Advisers, L.P. 19120.00%0.01%0.04%Q4 2014Q3 202353
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.03%Q2 2013Q3 202352
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202352
Citadel Advisors 1310.00%0.00%0.01%Q2 2015Q3 202350
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202347
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202346
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.01%0.05%Q4 2012Q3 202344
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202343
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.06%Q2 2013Q3 202342
JANE STREET GROUP, LLC 1610.00%0.01%0.07%Q2 2014Q3 202340
Bartlett & Co. LLC 2670.00%0.00%0.00%Q2 2013Q3 202340
J.P. Morgan Private Wealth Advisors LLC 39390.00%0.02%0.10%Q1 2014Q3 202339
US BANCORP \DE\ 3620.00%0.00%0.00%Q2 2013Q3 202338
Cutler Group LLC / CA 13130.00%0.04%0.31%Q3 2020Q3 202337
Ameritas Investment Partners, Inc. 36360.00%0.00%0.00%Q4 2014Q3 202336
Parsec Financial Management, Inc. 2810.01%0.02%0.04%Q2 2013Q3 202236
SPINNAKER TRUST 36360.03%0.26%0.88%Q4 2014Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.00%0.00%Q1 2015Q3 202335
Vigilant Capital Management, LLC 35350.00%0.03%0.07%Q4 2014Q2 202335
Advisory Services Network, LLC 2510.00%0.01%0.06%Q4 2013Q1 202334
TCI Wealth Advisors, Inc. 2210.00%0.00%0.02%Q4 2012Q1 202333
AMERIPRISE FINANCIAL INC 2760.00%0.00%0.01%Q2 2013Q3 202333
Mandatum Life Insurance Co Ltd 32320.03%0.12%0.25%Q4 2015Q3 202332
BANK OF MONTREAL /CAN/ 2620.00%0.00%0.01%Q2 2015Q3 202331
Creative Planning 31310.00%0.00%0.01%Q1 2016Q3 202331
Cambridge Investment Research Advisors, Inc. 30300.00%0.03%0.09%Q2 2016Q3 202330
Neuberger Berman Group LLC 2820.00%0.00%0.01%Q2 2015Q3 202330
Veritable, L.P. 30300.01%0.04%0.11%Q1 2016Q2 202330
PEAK6 Investments LLC 10100.00%0.02%0.09%Q1 2021Q2 202329
HSBC HOLDINGS PLC 1130.00%0.00%0.02%Q1 2012Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.00%0.00%0.01%Q4 2016Q3 202328
JPMORGAN CHASE & CO 28280.00%0.00%0.00%Q4 2016Q3 202328
IFP Advisors, Inc 17110.00%0.00%0.00%Q2 2016Q3 202328
GOLDMAN SACHS GROUP INC 13130.00%0.01%0.02%Q3 2020Q3 202327
WOLVERINE TRADING, LLC 920.00%0.00%0.02%Q3 2020Q2 202327
Mercer Capital Advisers, Inc. 27270.02%0.04%0.12%Q1 2015Q3 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
TOCQUEVILLE ASSET MANAGEMENT L.P. 27270.04%0.07%0.11%Q1 2017Q3 202327
COLONY GROUP LLC 2610.00%0.01%0.03%Q3 2014Q3 202327
HUNTINGTON NATIONAL BANK 16110.00%0.00%0.00%Q1 2009Q3 202327
Geneos Wealth Management Inc. 26260.00%0.02%0.06%Q2 2017Q3 202326
CREDIT SUISSE AG/ 1550.00%0.00%0.02%Q4 2017Q3 202326
First Horizon Advisors, Inc. 26260.01%0.02%0.04%Q2 2017Q3 202326
Raymond James Financial Services Advisors, Inc. 26260.00%0.01%0.05%Q2 2017Q3 202326
ADIRONDACK TRUST CO 26260.01%0.04%0.09%Q2 2017Q3 202326
Bank of New York Mellon Corp 25250.00%0.00%0.00%Q3 2017Q3 202325
GenTrust, LLC 25250.03%0.57%1.54%Q3 2017Q3 202325
CAPTRUST FINANCIAL ADVISORS 15100.00%0.00%0.01%Q2 2017Q3 202325
BENJAMIN F. EDWARDS & COMPANY, INC. 25250.00%0.00%0.01%Q3 2017Q3 202325
Westside Investment Management, Inc. 1510.00%0.00%0.02%Q1 2017Q3 202324
AXA S.A. 24240.00%0.00%0.00%Q4 2013Q3 201924
Smithfield Trust Co 24240.00%0.01%0.04%Q4 2017Q3 202324
Arbor Investment Advisors, LLC 1210.04%0.06%0.08%Q2 2011Q4 201924
INSPIRION WEALTH ADVISORS, LLC 24240.04%0.05%0.08%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.03%0.06%Q4 2017Q3 202324
BNP PARIBAS FINANCIAL MARKETS 12120.00%0.01%0.03%Q4 2020Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.01%0.02%Q1 2018Q3 202323
STIFEL FINANCIAL CORP 22220.00%0.01%0.01%Q2 2018Q3 202322
BALYASNY ASSET MANAGEMENT L.P. 910.00%0.02%0.11%Q1 2021Q3 202322
BlackRock Inc. 1930.00%0.00%0.00%Q1 2018Q3 202322
CX Institutional 22220.00%0.07%0.27%Q2 2018Q3 202322
AdvisorNet Financial, Inc 1120.00%0.00%0.00%Q4 2017Q3 202322
RAYMOND JAMES & ASSOCIATES 2010.00%0.01%0.02%Q1 2018Q3 202322
Private Advisor Group, LLC 1530.00%0.03%0.10%Q1 2014Q3 202321
Schonfeld Strategic Advisors LLC 730.00%0.04%0.18%Q1 2021Q3 202321
PROFFITT & GOODSON INC 21210.00%0.01%0.01%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.10%Q3 2018Q3 202321
PIN OAK INVESTMENT ADVISORS INC 21210.00%0.01%0.04%Q3 2018Q3 202321
Squarepoint Ops LLC 720.00%0.13%0.33%Q1 2021Q3 202321
Steward Partners Investment Advisory, LLC 1830.00%0.01%0.08%Q1 2018Q3 202321
BREWIN DOLPHIN LTD 20200.00%0.01%0.13%Q3 2017Q2 202220
Capital Investment Advisory Services, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
BARCLAYS PLC 15150.00%0.00%0.01%Q1 2020Q3 202320
ATTICUS WEALTH MANAGEMENT, LLC 16160.01%0.01%0.01%Q4 2019Q3 202320
Wealthcare Advisory Partners LLC 1320.00%0.10%0.73%Q4 2017Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.01%0.02%0.04%Q4 2018Q3 202320
Larson Financial Group LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
TSFG, LLC 19190.01%0.01%0.02%Q1 2019Q3 202319
MILLENNIUM MANAGEMENT LLC 11110.00%0.02%0.04%Q1 2021Q3 202319
DEUTSCHE BANK AG\ 19190.00%0.00%0.00%Q1 2019Q3 202319
FMR LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
White Lighthouse Investment Management Inc. 19190.05%0.19%0.35%Q1 2019Q3 202319
PARTNERS CAPITAL INVESTMENT GROUP, LLP 19190.02%0.07%0.15%Q1 2019Q3 202319
SIGNATUREFD, LLC 1210.00%0.00%0.00%Q2 2013Q3 202319
CWM, LLC 1080.02%0.04%0.09%Q1 2019Q3 202318
GLENMEDE TRUST CO NA 1440.00%0.00%0.00%Q4 2013Q3 202318
MML INVESTORS SERVICES, LLC 18180.00%0.06%0.12%Q2 2019Q3 202318
Stratos Wealth Partners, LTD. 1510.00%0.02%0.04%Q4 2017Q3 202318
Ledyard National Bank 18180.00%0.00%0.00%Q2 2013Q3 201718
Caption Management, LLC 810.00%0.06%0.32%Q4 2020Q3 202317
Meridian Wealth Advisors, LLC 17170.08%0.16%0.36%Q3 2019Q3 202317
MCIA Inc 830.08%0.13%0.19%Q2 2018Q3 202317
Jefferies Group LLC 770.00%0.04%0.08%Q1 2021Q3 202217
Palisades Hudson Asset Management, L.P. 1520.14%0.44%0.82%Q2 2018Q3 202317
HBK Sorce Advisory LLC 17170.01%0.02%0.03%Q3 2019Q3 202317
McIlrath & Eck, LLC 17170.00%0.01%0.01%Q3 2019Q3 202317
IHT Wealth Management, LLC 1520.00%0.06%0.14%Q4 2017Q3 202317
TRUIST FINANCIAL CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
Sargent Bickham Lagudis LLC 16160.00%0.00%0.01%Q1 2019Q4 202216
Banque Cantonale Vaudoise 16160.02%0.04%0.07%Q4 2019Q3 202316
Arosa Capital Management LP 910.93%8.48%23.22%Q1 2021Q3 202316
HM PAYSON & CO 16160.00%0.00%0.00%Q4 2019Q3 202316
SILVERCREST ASSET MANAGEMENT GROUP LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
Ironwood Financial, llc 16160.01%0.02%0.04%Q4 2017Q3 202116
Centiva Capital, LP 770.01%0.14%0.28%Q2 2021Q4 202216
HighTower Advisors, LLC 14140.00%0.01%0.01%Q2 2020Q3 202316
Equitable Holdings, Inc. 16160.00%0.02%0.04%Q4 2019Q3 202316
Merit Financial Group, LLC 16160.01%0.06%0.22%Q4 2019Q3 202316
Cetera Advisors LLC 1510.00%0.09%0.17%Q1 2019Q3 202316
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 16160.03%0.06%0.11%Q4 2019Q3 202316
Bellecapital International Ltd. 1510.29%0.51%0.86%Q4 2013Q4 201716
Mascoma Wealth Management LLC 920.00%0.06%0.46%Q2 2018Q3 202316
Harel Insurance Investments & Financial Services Ltd. 1330.00%0.01%0.06%Q3 2019Q3 202316
Bryn Mawr Capital Management, LLC 16160.02%0.17%0.43%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.03%0.05%Q1 2020Q3 202315
Financial Advocates Investment Management 1020.02%0.26%0.47%Q4 2017Q4 202215
WHITTIER TRUST CO OF NEVADA INC 15150.00%0.00%0.00%Q4 2019Q2 202315
Parallel Advisors, LLC 1410.00%0.01%0.01%Q3 2019Q3 202315
Coastal Bridge Advisors, LLC 15150.39%2.23%3.55%Q1 2020Q3 202315
PrairieView Partners, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
JNBA Financial Advisors 15150.00%0.05%0.09%Q1 2020Q3 202315
GARRISON POINT ADVISORS, LLC 15150.14%0.64%0.86%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
COMERICA BANK 1310.00%0.01%0.01%Q2 2018Q3 202315
RETIREMENT CAPITAL STRATEGIES 1320.10%0.99%5.86%Q4 2018Q2 202315
Baker Avenue Asset Management, LP 15150.02%0.04%0.05%Q1 2020Q3 202315
ENVESTNET ASSET MANAGEMENT INC 1410.00%0.01%0.01%Q3 2019Q3 202315
ELEMENT POINTE ADVISORS, LLC 15151.42%4.48%7.06%Q1 2020Q3 202315
Money Design Co.,Ltd. 15150.07%1.08%1.90%Q1 2020Q3 202315
Summit Place Financial Advisors, LLC 15151.27%1.89%2.86%Q1 2020Q3 202315
Migdal Insurance & Financial Holdings Ltd. 15150.01%0.08%0.56%Q1 2020Q3 202315
Arlington Financial Advisors, LLC 15151.40%9.50%13.64%Q1 2020Q3 202315
Cetera Advisor Networks LLC 15150.00%0.05%0.08%Q1 2020Q3 202315
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.03%0.06%0.11%Q1 2020Q3 202315
Winslow, Evans & Crocker, Inc. 1410.00%0.00%0.00%Q4 2013Q4 202015
MSI Financial Services Inc 15150.00%0.00%0.01%Q2 2013Q4 201615
Elmwood Wealth Management, Inc. 820.79%1.30%1.92%Q1 2018Q3 202315
Sterling Investment Advisors, Ltd. 15150.01%0.20%0.56%Q1 2020Q3 202315
Carmichael Hill & Associates, Inc. 14140.00%0.00%0.01%Q2 2020Q3 202314
American Portfolios Advisors 14140.00%0.02%0.05%Q2 2019Q3 202214
CORRADO ADVISORS, LLC 14140.31%0.84%1.19%Q2 2020Q3 202314
B. Riley Wealth Advisors, Inc. 14140.00%0.05%0.16%Q2 2020Q3 202314
MERCER GLOBAL ADVISORS INC /ADV 1310.00%0.01%0.01%Q1 2020Q3 202314
Asset Dedication, LLC 950.00%0.01%0.02%Q1 2020Q3 202314
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
HAP Trading, LLC 880.00%0.01%0.08%Q4 2020Q3 202214
SAGE FINANCIAL GROUP INC 14140.03%0.05%0.07%Q2 2020Q3 202314
1832 Asset Management L.P. 1040.00%0.00%0.00%Q3 2015Q3 202314
Tower Research Capital LLC (TRC) 1010.00%0.00%0.00%Q4 2014Q3 202314
CIBC WORLD MARKET INC. 1310.00%0.00%0.01%Q2 2013Q3 202314
ASSOCIATED BANC-CORP 1040.00%0.03%0.05%Q1 2020Q3 202314
MISSION WEALTH MANAGEMENT, LP 14140.02%0.10%0.14%Q2 2020Q3 202314
PITTENGER & ANDERSON INC 14140.00%0.00%0.00%Q2 2020Q3 202314
JFS WEALTH ADVISORS, LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
SRS Capital Advisors, Inc. 1040.00%0.01%0.01%Q1 2020Q3 202314
Field & Main Bank 14140.30%0.57%0.90%Q2 2020Q3 202314
MOLLER WEALTH PARTNERS 1220.04%0.26%0.35%Q4 2018Q3 202314
Moors & Cabot, Inc. 14140.02%0.26%0.42%Q2 2020Q3 202314
Carroll Financial Associates, Inc. 14140.00%0.02%0.04%Q3 2018Q4 202114
Providence First Trust Co 14140.75%1.30%2.48%Q2 2020Q3 202314
OPPENHEIMER & CO INC 13130.01%0.04%0.06%Q3 2020Q3 202313
Sigma Planning Corp 13130.01%0.02%0.04%Q3 2020Q3 202313
Focused Wealth Management, Inc 13130.00%0.00%0.00%Q3 2020Q3 202313
BOURGEON CAPITAL MANAGEMENT LLC 13130.00%1.67%2.78%Q3 2020Q3 202313
GFS Advisors, LLC 13130.17%0.30%0.41%Q3 2020Q3 202313
AE Wealth Management LLC 12120.00%0.02%0.05%Q4 2020Q3 202313
TOBIAS FINANCIAL ADVISORS, INC. 710.00%2.58%4.38%Q4 2019Q3 202313
First Command Bank 13130.01%0.03%0.04%Q2 2020Q2 202313
Independence Bank of Kentucky 13130.00%0.47%0.76%Q3 2020Q3 202313
GEODE CAPITAL MANAGEMENT, LLC 610.00%0.00%0.00%Q1 2015Q3 201913
Sand Hill Global Advisors, LLC 13130.13%0.21%0.32%Q3 2020Q3 202313
SVB WEALTH LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
PSI Advisors, LLC 1210.01%0.08%0.22%Q4 2019Q3 202313
Carolina Wealth Advisors, LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
STEPHENS INC /AR/ 1210.00%0.01%0.01%Q1 2020Q3 202313
SCOTIA CAPITAL INC. 1210.01%0.01%0.01%Q1 2020Q3 202313
Plante Moran Financial Advisors, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
SIMPLEX TRADING, LLC 1120.00%0.00%0.01%Q2 2020Q3 202313
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 13130.01%0.05%0.13%Q3 2020Q3 202313
Front Row Advisors LLC 13130.00%0.00%0.00%Q2 2020Q2 202313
Wealth Alliance 13130.08%0.39%0.82%Q3 2020Q3 202313
First Command Financial Services, Inc. 13130.01%0.03%0.04%Q2 2020Q2 202313
Hedeker Wealth, LLC 13130.11%0.41%1.02%Q3 2020Q3 202313
Walkner Condon Financial Advisors LLC 13130.16%0.26%0.39%Q3 2020Q3 202313
Ameraudi Asset Management, Inc. 13130.11%0.70%1.04%Q1 2020Q1 202313
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1210.00%0.01%0.02%Q3 2018Q3 202313
Rockefeller Capital Management L.P. 13130.00%0.04%0.14%Q3 2020Q3 202313
Garde Capital, Inc. 1120.01%0.04%0.04%Q4 2015Q2 202313
FIFTH THIRD BANCORP 13130.00%0.00%0.00%Q3 2020Q3 202313
Belmont Capital, LLC 13130.00%0.01%0.07%Q3 2020Q3 202313
SG Americas Securities, LLC 1010.00%0.02%0.05%Q2 2016Q3 202313
Hanson & Doremus Investment Management 13130.01%0.05%0.11%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.05%0.11%Q3 2020Q3 202313
Bond & Devick Financial Network, Inc. 12120.21%0.31%0.58%Q4 2020Q3 202312
GOFEN & GLOSSBERG LLC /IL/ 12120.01%0.01%0.01%Q1 2020Q4 202212
Biltmore Family Office, LLC 12120.01%0.68%1.19%Q4 2020Q3 202312
Pettinga Financial Advisors LLC 12120.12%0.23%0.37%Q4 2020Q3 202312
Montecito Bank & Trust 12120.08%0.24%0.39%Q1 2021Q4 202312
Community Bank, N.A. 12120.01%0.03%0.05%Q4 2020Q3 202312
Beacon Pointe Advisors, LLC 12120.06%0.19%0.52%Q4 2020Q3 202312
PRIO WEALTH LIMITED PARTNERSHIP 12120.01%0.02%0.02%Q4 2020Q3 202312
Levy Wealth Management Group, LLC 12120.08%0.12%0.17%Q4 2020Q3 202312
Crewe Advisors LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Oxler Private Wealth LLC 12120.04%0.18%0.29%Q4 2020Q3 202312
Stelac Advisory Services LLC 12120.47%1.93%2.94%Q4 2020Q3 202312
North Star Investment Management Corp. 12120.00%0.00%0.01%Q4 2020Q3 202312
Janney Montgomery Scott LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Mariner, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
Cedar Brook Financial Partners, LLC 12120.06%0.11%0.16%Q4 2020Q3 202312
SeaCrest Wealth Management, LLC 840.04%0.08%0.14%Q3 2019Q1 202312
Laurel Wealth Advisors LLC 12120.10%0.18%0.31%Q4 2020Q3 202312
THRIVENT FINANCIAL FOR LUTHERANS 12120.00%0.00%0.01%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.01%0.01%0.04%Q4 2020Q3 202312
SALEM INVESTMENT COUNSELORS INC 12120.00%0.01%0.02%Q4 2020Q3 202312
BANK HAPOALIM BM 12120.04%0.11%0.42%Q4 2020Q3 202312
FIDUCIARY TRUST CO 12120.00%0.04%0.07%Q4 2020Q3 202312
Joseph P. Lucia & Associates, LLC 12120.12%0.17%0.22%Q4 2020Q3 202312
WRAPMANAGER INC 12120.11%0.23%0.37%Q4 2020Q3 202312
Abbrea Capital, LLC 12120.03%0.05%0.05%Q4 2020Q3 202312
Dynamic Advisor Solutions LLC 1110.01%0.06%0.14%Q2 2020Q3 202312
Pacifica Partners Inc. 12120.02%0.03%0.04%Q1 2021Q4 202312
SHUFRO ROSE & CO LLC 12120.08%0.10%0.12%Q4 2020Q3 202312
TORONTO DOMINION BANK 12120.00%0.00%0.00%Q4 2020Q3 202312
Integrated Wealth Concepts LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
EATON VANCE MANAGEMENT 12120.00%0.00%0.00%Q4 2019Q3 202212
SMITH, MOORE & CO. 12120.02%0.03%0.04%Q4 2020Q3 202312
Bank Julius Baer & Co. Ltd, Zurich 12120.04%0.07%0.15%Q4 2020Q3 202312
Belpointe Asset Management LLC 12120.02%0.04%0.07%Q2 2020Q1 202312
ARS Investment Partners, LLC 12120.03%0.13%0.21%Q4 2020Q3 202312
Baird Financial Group, Inc. 12120.00%0.00%0.01%Q4 2020Q3 202312
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Lindbrook Capital, LLC 12120.00%0.02%0.04%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.03%0.08%0.17%Q4 2020Q3 202312
Principle Wealth Partners LLC 12120.03%0.05%0.10%Q4 2020Q3 202312
Prospera Financial Services Inc 1110.00%0.03%0.05%Q3 2020Q3 202312
TCG Advisory Services, LLC 12120.10%0.30%0.46%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
Thrive Capital Management, LLC 12120.26%0.60%0.93%Q4 2020Q3 202312
BAILARD, INC. 1110.01%0.01%0.02%Q3 2020Q3 202312
Greenwich Wealth Management LLC 12120.04%0.10%0.26%Q3 2018Q2 202112
Simmons Bank 930.03%0.12%0.19%Q3 2019Q1 202312
JOHNSON INVESTMENT COUNSEL INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Berger Financial Group, Inc 12120.04%0.13%0.29%Q4 2020Q3 202312
Cetera Investment Advisers 12120.01%0.02%0.02%Q4 2020Q3 202312
Essex Financial Services, Inc. 12120.02%0.04%0.06%Q4 2020Q3 202312
NewEdge Advisors, LLC 12120.02%0.04%0.12%Q4 2020Q3 202312
Bluesphere Advisors, LLC 12120.11%0.38%0.84%Q4 2020Q3 202312
Hoxton Financial, Inc. 12120.01%0.01%0.03%Q2 2013Q1 201612
BRIGHTON JONES LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
Exchange Capital Management, Inc. 12120.06%0.07%0.08%Q4 2020Q3 202312
Pacific Center for Financial Services 930.00%0.02%0.03%Q3 2020Q3 202312
LANDAAS & CO /WI /ADV 12120.16%0.52%0.78%Q4 2020Q3 202312
MV CAPITAL MANAGEMENT, INC. 12120.01%0.06%0.14%Q4 2020Q3 202312
WBH ADVISORY INC 930.04%0.06%0.08%Q3 2020Q3 202312
Capital Asset Advisory Services LLC 12120.00%0.01%0.02%Q4 2019Q3 202212
Mutual Advisors, LLC 12120.06%0.14%0.30%Q4 2020Q3 202312
Clearstead Advisors, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
D.A. DAVIDSON & CO. 1020.00%0.00%0.01%Q1 2017Q2 202312
KBC Group NV 11110.00%0.00%0.00%Q1 2021Q3 202311
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 11110.04%0.05%0.06%Q1 2021Q3 202311
NOMURA ASSET MANAGEMENT CO LTD 810.00%0.01%0.05%Q4 2019Q3 202311
Parcion Private Wealth LLC 830.02%0.05%0.07%Q2 2020Q3 202311
LIBERTY WEALTH MANAGEMENT LLC 830.01%0.06%0.11%Q4 2020Q3 202311
Centerpoint Advisors, LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
Spire Wealth Management 11110.01%0.02%0.03%Q1 2021Q3 202311
Walleye Trading LLC 440.00%0.00%0.01%Q4 2022Q3 202311
Running Point Capital Advisors, LLC 11110.00%0.01%0.04%Q1 2021Q3 202311
Concord Wealth Partners 740.01%0.02%0.05%Q4 2020Q3 202311
Brookstone Capital Management 11110.00%0.01%0.04%Q1 2021Q3 202311
EDMOND DE ROTHSCHILD HOLDING S.A. 11110.01%0.03%0.07%Q1 2021Q3 202311
WASHINGTON TRUST Co 11110.00%0.00%0.00%Q1 2021Q3 202311
Gladstone Institutional Advisory LLC 11110.01%0.09%0.20%Q1 2021Q3 202311
TimeScale Financial, Inc. 11110.00%0.01%0.02%Q4 2020Q2 202311
CIBC Private Wealth Group, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
SG3 Management, LLC 550.00%0.03%0.15%Q1 2021Q1 202211
OGOREK ANTHONY JOSEPH /NY/ /ADV 11110.00%0.34%1.27%Q1 2021Q3 202311
ALLIANCEBERNSTEIN L.P. 11110.00%0.00%0.00%Q1 2021Q3 202311
Hexagon Capital Partners LLC 11110.00%0.01%0.11%Q1 2021Q3 202311
Newbridge Financial Services Group, Inc. 11110.00%0.00%0.01%Q1 2021Q3 202311
Ancora Advisors LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Baystate Wealth Management LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Armor Investment Advisors, LLC 11110.03%0.05%0.06%Q1 2021Q3 202311
Bogart Wealth, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
CAMBRIDGE TRUST CO 830.00%0.05%0.13%Q1 2016Q3 202311
Valmark Advisers, Inc. 11110.00%0.01%0.01%Q1 2021Q3 202311
Claro Advisors LLC 1010.00%0.46%0.79%Q4 2018Q1 202311
IVC Wealth Advisors LLC 11110.16%1.11%1.65%Q1 2021Q3 202311
MONTAG A & ASSOCIATES INC 11110.00%0.02%0.04%Q1 2021Q3 202311
Avondale Wealth Management 11110.02%0.04%0.16%Q1 2021Q3 202311
MARINER INDEPENDENT ADVISOR NETWORK, LLC 11110.02%0.05%0.11%Q1 2020Q3 202211
Cumberland Partners Ltd 11110.03%0.04%0.04%Q1 2021Q3 202311
Balentine LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Intercontinental Wealth Advisors, LLC 11110.06%0.10%0.16%Q4 2020Q2 202311
BUCKINGHAM STRATEGIC WEALTH, LLC 710.00%0.01%0.02%Q4 2018Q3 202311
Highlander Capital Management, LLC 11110.00%0.04%0.14%Q1 2021Q3 202311
PECAUT & CO. 11110.00%0.00%0.00%Q1 2021Q3 202311
Vontobel Holding Ltd. 11110.00%0.01%0.01%Q1 2021Q3 202311
Rosenberg Matthew Hamilton 11110.01%0.01%0.02%Q1 2021Q3 202311
PFG Advisors 650.02%0.06%0.12%Q3 2020Q3 202311
Ellis Investment Partners, LLC 11110.01%0.03%0.06%Q1 2021Q3 202311
LINCOLN NATIONAL CORP 11110.01%0.02%0.03%Q4 2020Q2 202311
KCM INVESTMENT ADVISORS LLC 11110.01%0.17%0.37%Q1 2021Q3 202311
Nan Shan Life Insurance Co., Ltd. 11110.09%0.29%0.50%Q1 2021Q3 202311
Commonwealth Equity Services, Inc 1010.00%0.00%0.00%Q4 2013Q3 201711
Kistler-Tiffany Companies, LLC 11110.00%0.01%0.01%Q4 2020Q2 202311
GREENWOOD CAPITAL ASSOCIATES LLC 410.14%0.57%1.18%Q2 2019Q3 202211
PRUDENTIAL FINANCIAL INC 11110.00%0.00%0.00%Q1 2021Q3 202311
Howard Capital Management Group, LLC 11110.01%0.02%0.02%Q1 2021Q3 202311
TOTH FINANCIAL ADVISORY CORP 11110.00%0.00%0.00%Q1 2021Q3 202311
Glassman Wealth Services 11110.00%0.00%0.00%Q1 2021Q3 202311
Arete Wealth Advisors, LLC 650.04%0.09%0.41%Q4 2020Q3 202311
Bangor Savings Bank 11110.02%0.03%0.03%Q1 2021Q3 202311
Column Capital Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
BANK OF NOVA SCOTIA 11110.00%0.02%0.04%Q1 2021Q3 202311
Blume Capital Management, Inc. 10100.00%0.00%0.00%Q4 2013Q1 201610
LFA - Lugano Financial Advisors SA 10101.58%1.87%2.11%Q1 2021Q2 202310
Private Wealth Strategies, L.L.C. 730.04%0.06%0.08%Q4 2020Q3 202310
Key FInancial Inc 10100.00%0.00%0.00%Q2 2021Q3 202310
IAG Wealth Partners, LLC 910.00%0.01%0.01%Q1 2021Q3 202310
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 910.00%0.16%0.31%Q2 2018Q3 202110
ASSETMARK, INC 810.00%0.00%0.00%Q4 2019Q3 202310
Family Management Corp 10100.00%0.01%0.01%Q2 2021Q3 202310
WEDBUSH SECURITIES INC 10100.01%0.01%0.02%Q2 2021Q3 202310
New England Private Wealth Advisors LLC 730.04%0.10%0.20%Q1 2020Q3 202310
First Affirmative Financial Network 10101.32%2.03%2.48%Q3 2021Q4 202310
One Day In July LLC 10100.05%0.06%0.06%Q2 2021Q3 202310
Miller Investment Management, LP 10100.09%0.12%0.16%Q2 2020Q3 202210
Aptus Capital Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Wealthfront Advisers LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
CIBC BANK USA 10100.04%0.04%0.04%Q2 2016Q3 201810
HARBOUR INVESTMENTS, INC. 640.03%0.04%0.05%Q1 2021Q3 202310
COMMERCE BANK 10100.00%0.01%0.01%Q2 2021Q3 202310
HOWARD CAPITAL MANAGEMENT 10100.01%0.02%0.03%Q3 2018Q4 202010
Vestcor Inc 10100.02%0.83%1.18%Q2 2021Q3 202310
Global Retirement Partners, LLC 730.00%0.00%0.01%Q1 2021Q3 202310
Royal Fund Management, LLC 10100.00%0.00%0.00%Q4 2016Q1 201910
Lowe Wealth Advisors, LLC 10100.00%0.03%0.26%Q1 2021Q2 202310
Bedel Financial Consulting, Inc. 10100.00%0.00%0.01%Q4 2019Q1 202210
Antonetti Capital Management LLC 910.02%0.02%0.03%Q2 2010Q3 202310
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10100.01%0.01%0.02%Q1 2021Q2 202310
Laffer Tengler Investments, Inc. 10100.02%0.11%0.15%Q1 2021Q2 202310
Winch Advisory Services, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
HERITAGE INVESTORS MANAGEMENT CORP 10100.01%0.01%0.01%Q2 2021Q3 202310
Silver Lake Advisory, LLC 10100.12%0.15%0.18%Q1 2021Q2 202310
HARBOR INVESTMENT ADVISORY, LLC 10100.00%0.00%0.01%Q3 2020Q4 202210
McClarren Financial Advisors, Inc. 550.00%0.03%0.06%Q1 2021Q3 202310
Valeo Financial Advisors, LLC 820.00%0.00%0.02%Q2 2019Q4 202110
Jacobi Capital Management LLC 10100.00%0.01%0.01%Q2 2019Q3 202110
PENOBSCOT WEALTH MANAGEMENT 10101.67%2.69%3.94%Q2 2021Q3 202310
FinTrust Capital Advisors, LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
Gradient Investments LLC 10100.00%0.03%0.16%Q2 2021Q3 202310
Vivaldi Capital Management LP 730.04%0.06%0.07%Q1 2021Q3 202310
PEOPLES FINANCIAL SERVICES CORP. 10100.00%0.00%0.01%Q2 2021Q3 202310
Tradewinds Capital Management, LLC 910.00%0.12%1.22%Q1 2021Q3 202310
HOWE & RUSLING INC 990.00%0.01%0.03%Q3 2021Q3 20239
Great Diamond Partners, LLC 410.04%0.18%0.33%Q4 2019Q2 20239
AMARILLO NATIONAL BANK 991.62%2.25%3.30%Q1 2021Q1 20239
Ashfield Capital Partners, LLC 990.04%0.11%0.18%Q3 2020Q3 20229
Catalyst Capital Advisors LLC 990.00%0.01%0.01%Q2 2021Q2 20239
MEITAV INVESTMENT HOUSE LTD 810.01%0.14%0.69%Q4 2020Q3 20239
Purus Wealth Management, LLC 990.14%0.30%0.41%Q3 2021Q3 20239
Bienville Capital Management, LLC 770.08%0.79%3.14%Q1 2021Q3 20229
Claraphi Advisory Network, LLC 710.00%0.43%0.72%Q3 2019Q2 20229
Rafferty Asset Management, LLC 990.02%0.03%0.05%Q3 2021Q3 20239
MACROVIEW INVESTMENT MANAGEMENT LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Coastline Trust Co 990.16%0.36%0.48%Q3 2020Q3 20229
Qube Research & Technologies Ltd 310.00%0.06%0.30%Q4 2019Q3 20239
Gs Investments, Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
TPB WEALTH ADVISORS 991.12%1.62%2.27%Q1 2021Q1 20239
Bison Wealth, LLC 990.00%0.02%0.05%Q2 2020Q2 20229
Alexandria Capital, LLC 990.00%0.00%0.00%Q3 2015Q3 20179
Allianz Asset Management GmbH 990.00%0.00%0.01%Q3 2020Q3 20229
TRUSTCORE FINANCIAL SERVICES, LLC 990.00%0.00%0.00%Q4 2020Q4 20229
M&T BANK CORP 990.00%0.00%0.00%Q3 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.01%0.03%0.07%Q3 2021Q3 20239
Gerber Kawasaki Wealth & Investment Management 990.00%0.55%1.03%Q3 2021Q3 20239
FLAGSHIP HARBOR ADVISORS, LLC 810.02%0.34%0.73%Q1 2020Q2 20229
Apollon Wealth Management, LLC 810.02%0.05%0.08%Q2 2021Q3 20239
Avior Wealth Management, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Sugarloaf Wealth Management, LLC 990.00%0.00%0.00%Q1 2021Q1 20239
Disciplined Investments, LLC 990.01%0.01%0.01%Q2 2021Q2 20239
LEO BROKERAGE, LLC 520.44%0.69%0.91%Q3 2020Q2 20239
Investors Research Corp 990.00%0.00%0.00%Q3 2021Q3 20239
Financial Partners Group, Inc 990.05%0.15%0.36%Q3 2020Q3 20229
CITIZENS FINANCIAL GROUP INC/RI 990.01%0.01%0.02%Q3 2021Q3 20239
Waverly Advisors, LLC 990.04%0.09%0.14%Q3 2021Q3 20239
Stonebridge Financial Planning Group, LLC 990.08%0.18%0.29%Q4 2020Q4 20229
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
WARNER FINANCIAL, INC 880.34%0.59%0.75%Q4 2021Q3 20238
Laurel Wealth Advisors, Inc. 880.02%0.05%0.08%Q2 2020Q1 20228
Level Financial Advisors 880.00%0.00%0.00%Q4 2021Q3 20238
Johnson Financial Group, LLC 880.06%0.08%0.12%Q4 2021Q3 20238
Mechanics Bank Trust Department 530.03%0.04%0.05%Q1 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Activest Wealth Management 610.00%0.00%0.01%Q1 2021Q3 20238
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 880.01%0.01%0.01%Q4 2021Q3 20238
All Season Financial Advisors, Inc. 710.39%1.08%2.03%Q2 2021Q2 20238
Strategic Advisors LLC 880.11%0.23%0.43%Q2 2020Q1 20228
Gould Capital, LLC 880.04%0.05%0.06%Q4 2021Q3 20238
ExodusPoint Capital Management, LP 410.00%0.07%0.18%Q1 2021Q3 20238
McGowan Group Asset Management, Inc. 880.04%0.05%0.07%Q3 2021Q2 20238
Integrity Financial Corp /WA 880.01%0.02%0.03%Q4 2021Q3 20238
Brevan Howard Capital Management LP 310.20%3.31%6.24%Q4 2020Q1 20228
O'ROURKE & COMPANY, Inc 880.17%0.34%0.48%Q4 2021Q3 20238
Investmark Advisory Group LLC 880.14%0.22%0.33%Q4 2021Q3 20238
Pure Financial Advisors, LLC 880.04%0.05%0.09%Q1 2022Q4 20238
ASB Consultores, LLC 880.55%0.79%1.26%Q4 2021Q3 20238
Cordasco Financial Network 880.03%0.04%0.05%Q3 2020Q2 20228
Annapolis Financial Services, LLC 880.02%0.04%0.04%Q4 2021Q3 20238
Diversified Trust Co 880.01%0.01%0.02%Q1 2022Q4 20238
Horan Securities, Inc. 710.00%0.00%0.01%Q2 2020Q2 20238
PALLADIEM, LLC 880.21%0.28%0.34%Q3 2021Q2 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.00%0.00%0.00%Q4 2021Q3 20238
Marks Group Wealth Management, Inc 880.03%0.04%0.05%Q4 2021Q3 20238
Leucadia National 440.00%0.01%0.05%Q4 2022Q3 20238
Cresset Asset Management, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Retirement Planning Co of New England, Inc. 880.13%0.19%0.22%Q4 2021Q3 20238
Millburn Ridgefield Corp 880.01%0.01%0.02%Q2 2021Q1 20238
American Research & Management Co. 880.00%0.02%0.03%Q4 2020Q3 20228
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 880.00%0.19%0.43%Q4 2021Q3 20238
Byrne Asset Management LLC 880.00%0.00%0.00%Q4 2021Q3 20238
OXFORD FINANCIAL GROUP, LTD. LLC 880.00%0.02%0.07%Q4 2021Q3 20238
Mendel Capital Management LLC 880.28%0.44%0.52%Q4 2021Q3 20238
Sowell Financial Services LLC 710.00%0.02%0.09%Q3 2019Q4 20228
FIRST COMMUNITY TRUST NA 880.01%0.01%0.02%Q4 2021Q3 20238
OLD MISSION CAPITAL LLC 510.01%0.18%0.43%Q1 2020Q3 20238
TD Waterhouse Canada Inc. 880.01%0.02%0.03%Q4 2021Q3 20238
JTC Employer Solutions Trustee Ltd 880.00%0.00%0.01%Q2 2021Q1 20238
Personal Capital Advisors Corp 880.00%0.00%0.00%Q4 2020Q3 20228
Viewpoint Capital Management LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Advisors Capital Management, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
NATIONAL BANK OF CANADA /FI/ 880.03%0.05%0.07%Q4 2021Q3 20238
Opes Wealth Management LLC 880.05%0.08%0.09%Q4 2021Q3 20238
ALTERNA WEALTH MANAGEMENT, INC 880.61%0.79%0.93%Q4 2021Q3 20238
Rathbones Group PLC 880.00%0.01%0.01%Q4 2021Q3 20238
Long Run Wealth Advisors, LLC 880.95%1.08%1.19%Q4 2021Q3 20238
Renaissance Technologies 310.00%0.00%0.00%Q1 2020Q2 20238
Bensler, LLC 880.06%0.10%0.23%Q4 2021Q3 20238
GUERRA PAN ADVISORS, LLC 880.24%0.35%0.41%Q4 2021Q3 20238
FAS Wealth Partners, Inc. 530.00%0.00%0.01%Q1 2021Q2 20238
Total Wealth Planning, LLC 713.39%3.93%4.27%Q3 2021Q3 20238
PICTON MAHONEY ASSET MANAGEMENT 880.00%0.01%0.01%Q4 2021Q3 20238
EVERMAY WEALTH MANAGEMENT LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Baldrige Asset Management LLC 880.00%0.00%0.01%Q2 2021Q1 20238
EPG Wealth Management LLC 530.00%0.01%0.02%Q3 2021Q3 20238
Stephens Consulting, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Capital Analysts, LLC 710.00%0.00%0.00%Q2 2021Q3 20238
TAP Consulting, LLC 410.01%0.23%0.32%Q2 2020Q3 20238
ROPES WEALTH ADVISORS LLC 880.01%0.01%0.01%Q4 2016Q3 20188
QUADRANT CAPITAL GROUP LLC 880.00%0.01%0.02%Q4 2020Q3 20228
City State Bank 880.00%0.00%0.00%Q4 2021Q3 20238
FourThought Financial, LLC 880.01%0.01%0.02%Q4 2020Q3 20228
Banco Santander, S.A. 710.01%0.04%0.09%Q1 2021Q3 20238
Syverson Strege & Co 880.01%0.01%0.02%Q2 2021Q1 20238
MEEDER ASSET MANAGEMENT INC 880.00%0.01%0.02%Q4 2020Q3 20228
Perennial Advisors, LLC 410.00%0.00%0.01%Q1 2018Q2 20218
B & T Capital Management DBA Alpha Capital Management 770.05%2.28%3.71%Q1 2020Q3 20217
Integrated Advisors Network LLC 610.01%0.02%0.06%Q1 2021Q3 20237
Schneider Downs Wealth Management Advisors, LP 610.05%0.06%0.07%Q4 2020Q3 20237
WHITTIER TRUST CO 770.00%0.00%0.00%Q1 2022Q3 20237
Emerald Advisors, LLC 770.10%0.12%0.14%Q4 2021Q2 20237
Cabot-Wellington, LLC 770.11%0.12%0.12%Q2 2013Q4 20147
Charter Oak Capital Management, LLC 610.01%0.01%0.02%Q1 2021Q3 20237
EQUITABLE TRUST CO 770.03%0.05%0.06%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.02%0.03%Q1 2022Q3 20237
CPWM, LLC 610.02%0.02%0.02%Q4 2020Q3 20227
HB Wealth Management, LLC 430.00%0.00%0.01%Q4 2021Q3 20237
CAPITAL FUND MANAGEMENT S.A. 440.00%0.01%0.01%Q4 2022Q3 20237
PINNACLE ASSOCIATES LTD 770.00%0.01%0.01%Q1 2022Q3 20237
Ausdal Financial Partners, Inc. 770.07%0.08%0.08%Q1 2017Q3 20187
Gemmer Asset Management LLC 410.00%0.00%0.00%Q3 2017Q1 20227
Sandy Spring Bank 520.00%0.01%0.02%Q2 2021Q3 20237
Johnson Bixby & Associates, LLC 770.05%0.06%0.07%Q1 2022Q3 20237
Curtis Advisory Group, LLC 320.07%0.09%0.12%Q4 2020Q4 20227
PUBLIC SECTOR PENSION INVESTMENT BOARD 660.02%0.03%0.07%Q3 2021Q4 20227
GSB Wealth Management, LLC 610.00%0.45%0.76%Q1 2021Q1 20237
Phoenix Holdings Ltd. 610.01%0.01%0.02%Q2 2021Q1 20237
Financial Connections Group, Inc. 770.00%0.00%0.00%Q4 2021Q2 20237
Chicago Partners Investment Group LLC 770.01%0.02%0.03%Q3 2021Q1 20237
Brinker Capital Investments, LLC 770.10%0.23%0.39%Q2 2019Q4 20207
PEAPACK GLADSTONE FINANCIAL CORP 430.00%0.01%0.01%Q4 2020Q1 20237
Leelyn Smith, LLC 770.01%0.01%0.02%Q2 2021Q4 20227
Relaxing Retirement Coach 770.06%0.09%0.13%Q4 2021Q2 20237
Winfield Associates, Inc. 520.00%0.02%0.09%Q4 2016Q2 20217
HILLTOP WEALTH ADVISORS, LLC 770.16%0.26%0.37%Q2 2020Q4 20217
Tyler-Stone Wealth Management 520.01%0.01%0.02%Q4 2021Q3 20237
Financial Management Professionals, Inc. 770.00%0.01%0.05%Q1 2022Q3 20237
Covington Capital Management 770.00%0.00%0.00%Q1 2021Q3 20227
Horizons Wealth Management 770.02%0.03%0.04%Q2 2022Q4 20237
Patriot Financial Group Insurance Agency, LLC 770.02%0.04%0.06%Q4 2020Q2 20227
MURPHY CAPITAL MANAGEMENT INC 770.03%0.06%0.10%Q4 2020Q2 20227
Snowden Capital Advisors LLC 430.01%0.02%0.04%Q4 2020Q3 20227
Graham Capital Management, L.P. 520.12%0.43%1.80%Q4 2020Q4 20227
VERITY Wealth Advisors 770.25%0.29%0.33%Q2 2022Q4 20237
EP Wealth Advisors, LLC 770.00%0.01%0.02%Q1 2022Q3 20237
Chesley Taft & Associates LLC 770.12%0.18%0.22%Q1 2022Q3 20237
COMERICA SECURITIES,INC. 610.01%0.03%0.04%Q3 2020Q4 20227
FIL Ltd 770.00%0.01%0.03%Q4 2021Q2 20237
Wolf Group Capital Advisors 770.10%0.18%0.31%Q1 2021Q3 20227
Clal Insurance Enterprises Holdings Ltd 770.67%0.90%1.07%Q1 2022Q3 20237
Lattice Capital Management, LLC 770.12%0.86%2.55%Q4 2021Q2 20237
Aufman Associates Inc 770.16%0.19%0.26%Q3 2020Q1 20227
Stockman Wealth Management, Inc. 770.06%0.07%0.08%Q1 2022Q3 20237
Destiny Wealth Partners, LLC 430.21%0.34%0.47%Q2 2021Q3 20237
tru Independence LLC 610.01%0.12%0.51%Q2 2020Q1 20227
Claret Asset Management Corp 770.04%0.06%0.07%Q1 2022Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.00%0.00%Q1 2022Q3 20237
HoyleCohen, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
BerganKDV Wealth Management, LLC 770.00%0.00%0.00%Q1 2019Q3 20207
HAZLETT, BURT & WATSON, INC. 660.03%0.04%0.05%Q1 2022Q2 20236
WFG Advisors, LP 660.00%0.00%0.00%Q3 2014Q4 20156
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
Capstone Triton Financial Group, LLC 660.17%0.20%0.22%Q2 2022Q3 20236
HOWARD FINANCIAL SERVICES, LTD. 660.06%0.09%0.14%Q4 2020Q1 20226
UNITED CAPITAL FINANCIAL ADVISORS, LLC 310.00%0.00%0.00%Q4 2020Q3 20236
Advisors Preferred, LLC 420.00%0.07%0.19%Q2 2019Q4 20206
FOSTER & MOTLEY INC 660.02%0.02%0.03%Q2 2022Q3 20236
Lido Advisors, LLC 510.00%0.02%0.03%Q3 2021Q3 20236
FINANCIAL CONSULATE, INC 662.04%2.69%3.62%Q4 2014Q1 20166
FIRST UNITED BANK & TRUST 660.09%0.11%0.13%Q4 2020Q1 20226
Highland Financial Advisors, LLC 660.19%0.25%0.30%Q2 2022Q3 20236
MMBG INVESTMENT ADVISORS CO. 660.03%0.03%0.03%Q1 2022Q2 20236
TWIN FOCUS CAPITAL PARTNERS, LLC 510.04%0.09%0.17%Q3 2020Q3 20236
Ameritas Investment Company, LLC 310.01%0.01%0.02%Q1 2019Q3 20216
Weil Company, Inc. 660.13%0.55%1.10%Q1 2022Q2 20236
Ameritas Advisory Services, LLC 660.01%0.02%0.02%Q4 2021Q1 20236
Ritter Daniher Financial Advisory LLC / DE 660.00%0.00%0.00%Q2 2022Q3 20236
CONSILIO WEALTH ADVISORS, LLC 661.64%2.86%3.41%Q4 2021Q1 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 660.00%0.00%0.00%Q2 2022Q3 20236
Optiver Holding B.V. 410.00%0.00%0.00%Q2 2021Q3 20236
INVESTMENT MANAGEMENT OF VIRGINIA LLC 660.06%0.10%0.12%Q4 2021Q1 20236
VALLEY WEALTH MANAGERS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
RPg Family Wealth Advisory, LLC 420.01%0.02%0.03%Q3 2020Q1 20226
Hudock, Inc. 660.00%0.00%0.00%Q2 2021Q3 20226
Raleigh Capital Management Inc. 330.00%0.00%0.00%Q1 2022Q3 20236
Burleson & Company, LLC 510.00%0.00%0.00%Q1 2021Q4 20226
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
ENTERPRISE FINANCIAL SERVICES CORP 510.00%0.00%0.00%Q4 2018Q4 20216
Resolute Advisors LLC 510.00%0.00%0.01%Q1 2021Q1 20236
TWO SIGMA SECURITIES, LLC 310.01%0.01%0.03%Q1 2021Q2 20236
MONEY CONCEPTS CAPITAL CORP 510.00%0.01%0.02%Q1 2021Q4 20226
TOMPKINS FINANCIAL CORP 660.01%0.01%0.02%Q3 2022Q4 20236
Signet Investment Advisory Group, Inc. 660.23%0.30%0.39%Q1 2021Q2 20226
PFS INVESTMENTS INC. 660.01%0.02%0.03%Q1 2022Q2 20236
FIRST MANHATTAN CO. LLC. 660.00%0.00%0.00%Q2 2021Q3 20226
Belvedere Trading LLC 310.00%0.01%0.02%Q3 2021Q4 20226
Gateway Advisory, LLC 660.05%0.07%0.10%Q1 2021Q2 20226
HRT FINANCIAL LP 420.00%0.01%0.02%Q2 2021Q1 20236
Frisch Financial Group, Inc. 661.39%1.85%2.49%Q1 2021Q2 20226
Fieldpoint Private Securities, LLC 660.28%0.35%0.43%Q3 2020Q4 20216
EverSource Wealth Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
First Bancorp, Inc /ME/ 510.72%0.87%1.14%Q1 2021Q3 20226
IEQ CAPITAL, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 310.01%0.02%0.04%Q2 2021Q3 20226
Archer Investment Corp 420.00%0.02%0.04%Q3 2020Q3 20236
Virtu Financial LLC 220.03%0.07%0.21%Q3 2021Q3 20236
Lansing Street Advisors 660.00%0.05%0.12%Q1 2022Q2 20236
NewEdge Wealth, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Selective Wealth Management, Inc. 660.01%0.02%0.03%Q2 2021Q3 20226
Allworth Financial LP 660.00%0.00%0.00%Q2 2022Q3 20236
MAI Capital Management 660.01%0.01%0.01%Q2 2022Q3 20236
RAYMOND JAMES TRUST N.A. 420.01%0.01%0.01%Q2 2021Q1 20236
GUARDIAN CAPITAL LP 660.01%0.01%0.02%Q2 2022Q3 20236
Susquehanna International Group Ltd. 660.06%0.64%1.86%Q2 2021Q3 20226
Advisory Alpha, LLC 310.01%0.02%0.03%Q1 2019Q2 20236
MIRABELLA FINANCIAL SERVICES LLP 660.34%1.86%3.13%Q3 2021Q4 20226
JANICZEK WEALTH MANAGEMENT, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Parkside Financial Bank & Trust 660.00%0.01%0.01%Q2 2022Q3 20236
Psagot Value Holdings Ltd. / (Israel) 660.00%0.25%0.50%Q3 2021Q4 20226
MOORE CAPITAL MANAGEMENT, LP 660.04%0.05%0.07%Q1 2021Q2 20226
HOWLAND CAPITAL MANAGEMENT LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Clear Perspectives Financial Planning, LLC 550.01%0.01%0.02%Q1 2022Q1 20235
Silicon Hills Wealth Management, LLC 550.22%0.80%1.54%Q1 2021Q1 20225
NEXT Financial Group, Inc 550.00%0.01%0.03%Q4 2020Q4 20215
SUNTRUST BANKS INC 410.00%0.00%0.00%Q3 2016Q3 20195
WealthPLAN Partners, LLC 210.00%0.00%0.01%Q4 2015Q2 20235
Edge Wealth Management LLC 550.00%0.00%0.00%Q4 2020Q4 20215
HEADINVEST, LLC 320.03%0.04%0.04%Q1 2021Q3 20235
Faithward Advisors, LLC 320.00%0.00%0.00%Q2 2021Q4 20225
Kaizen Financial Strategies 550.12%0.18%0.21%Q3 2022Q3 20235
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 550.03%0.07%0.14%Q3 2020Q3 20215
RIDGECREST WEALTH PARTNERS, LLC 550.13%0.15%0.17%Q2 2022Q2 20235
BALDWIN BROTHERS LLC/MA 550.00%0.01%0.01%Q4 2022Q4 20235
Venturi Wealth Management, LLC 320.00%0.01%0.02%Q2 2021Q3 20235
CENTAURUS FINANCIAL, INC. 550.01%0.02%0.03%Q1 2022Q1 20235
BESSEMER GROUP INC 210.00%0.00%0.00%Q4 2021Q3 20235
Future Financial Wealth Managment LLC 410.05%0.64%1.10%Q4 2020Q1 20225
Ranch Capital Advisors Inc. 550.02%0.02%0.03%Q3 2020Q3 20215
Bristlecone Advisors, LLC 410.00%0.02%0.03%Q3 2017Q3 20235
Birch Hill Investment Advisors LLC 550.02%0.02%0.02%Q3 2022Q3 20235
CONNING INC. 550.01%0.02%0.03%Q2 2020Q2 20215
KESTRA PRIVATE WEALTH SERVICES, LLC 550.02%0.02%0.03%Q2 2021Q2 20225
MILLIE CAPITAL MANAGEMENT, LLC 410.16%0.21%0.24%Q4 2015Q1 20175
AlphaMark Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Telemetry Investments, L.L.C. 320.28%0.43%0.56%Q1 2021Q3 20225
Congress Wealth Management LLC / DE / 320.00%0.01%0.01%Q4 2021Q3 20235
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.01%0.01%Q2 2022Q3 20235
Cerity Partners LLC 550.00%0.01%0.02%Q3 2022Q3 20235
Compagnie Lombard Odier SCmA 210.00%0.00%0.00%Q1 2016Q3 20235
Sanford Advisory Services, LLC 550.06%0.07%0.08%Q1 2021Q1 20225
Total Clarity Wealth Management, Inc. 410.06%0.45%0.73%Q2 2020Q3 20215
REILLY FINANCIAL ADVISORS, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
MANUFACTURERS LIFE INSURANCE COMPANY, THE 550.00%0.00%0.00%Q2 2017Q2 20185
TUDOR INVESTMENT CORP ET AL 320.00%0.10%0.40%Q4 2020Q4 20225
Candriam S.C.A. 550.00%0.00%0.00%Q4 2020Q4 20215
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
GPS Wealth Strategies Group, LLC 320.01%0.01%0.01%Q2 2022Q3 20235
Pekin Hardy Strauss, Inc. 550.04%0.18%0.51%Q3 2020Q3 20215
MATRIX PRIVATE CAPITAL GROUP LLC 550.00%0.00%0.01%Q3 2022Q3 20235
MCDONALD PARTNERS LLC 320.05%0.05%0.06%Q4 2020Q2 20225
CAROLINAS WEALTH CONSULTING LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Western Wealth Management, LLC 320.02%0.02%0.03%Q1 2021Q3 20225
Capital Advisory Group Advisory Services, LLC 320.00%0.03%0.08%Q1 2021Q2 20225
DRW Securities, LLC 210.02%0.10%0.22%Q4 2020Q1 20235
Herold Advisors, Inc. 550.17%0.20%0.25%Q3 2021Q3 20225
Perigon Wealth Management, LLC 320.01%0.01%0.02%Q4 2020Q3 20235
INVESTMENT ADVISORY SERVICES INC /TX /ADV 410.13%0.17%0.21%Q4 2020Q1 20225
MGO Private Wealth, LLC 550.25%1.10%2.69%Q3 2022Q3 20235
Lenox Wealth Advisors, LLC 550.01%0.01%0.02%Q1 2021Q1 20225
ASHFORD CAPITAL MANAGEMENT INC 550.08%0.16%0.26%Q4 2020Q4 20215
Stamos Capital Partners, L.P. 410.09%0.20%0.28%Q4 2020Q3 20225
MCF Advisors LLC 410.00%0.00%0.00%Q2 2021Q3 20235
Fountainhead AM, LLC 550.11%0.13%0.16%Q3 2021Q3 20225
CHOREO, LLC 310.01%0.02%0.03%Q1 2018Q3 20234
BBJS FINANCIAL ADVISORS, LLC 441.82%1.99%2.24%Q4 2022Q3 20234
Edge Capital Group, LLC 440.02%0.07%0.15%Q2 2021Q1 20224
FLOW TRADERS U.S. LLC 210.02%0.06%0.14%Q3 2020Q2 20234
NOMURA HOLDINGS INC 220.06%0.06%0.06%Q1 2021Q2 20214
Carr Financial Group Corp 440.11%0.40%0.59%Q4 2022Q3 20234
Rockbridge Investment Management, LCC 440.01%0.01%0.01%Q1 2021Q4 20214
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
Laidlaw Wealth Management LLC 440.05%0.06%0.07%Q4 2021Q3 20224
First Command Advisory Services, Inc. 310.00%0.00%0.00%Q3 2021Q3 20234
Vista Private Wealth Partners. LLC 440.82%0.90%1.02%Q1 2022Q4 20224
Shira Ridge Wealth Management 440.19%0.24%0.30%Q4 2022Q3 20234
Arkadios Wealth Advisors 440.00%0.02%0.03%Q4 2020Q3 20214
Curi Wealth Management, LLC 310.00%0.00%0.01%Q4 2020Q2 20224
Family Asset Management, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
Danda Trouve Investment Management, Inc. 440.00%0.00%0.01%Q4 2020Q3 20214
Robertson Stephens Wealth Management, LLC 310.02%0.03%0.04%Q1 2021Q1 20224
Terra Nova Asset Management LLC 441.01%1.38%1.83%Q4 2020Q3 20214
B&D White Capital Company, LLC 220.12%1.30%2.46%Q4 2020Q4 20214
Ahrens Investment Partners LLC 310.01%0.01%0.01%Q4 2021Q1 20234
Brown Advisory Securities, LLC 440.06%0.07%0.08%Q3 2020Q2 20214
BROWN ADVISORY INC 440.00%0.00%0.01%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
New Republic Capital, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Financial Freedom, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Paradigm Financial Advisors, LLC 440.05%0.08%0.10%Q1 2021Q4 20214
Sanctuary Wealth Management, L.L.C. 210.00%0.00%0.00%Q1 2010Q3 20234
Capasso Planning Partners LLC 440.35%0.47%0.58%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Wharton Business Group, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
TRANSCEND CAPITAL ADVISORS, LLC 440.02%0.05%0.08%Q2 2021Q1 20224
Cardinal Point Capital Management ULC 440.16%0.23%0.28%Q4 2022Q3 20234
Y-Intercept (Hong Kong) Ltd 210.05%0.12%0.20%Q1 2021Q3 20234
US FINANCIAL ADVISORS, LLC 440.13%0.15%0.17%Q4 2022Q3 20234
TD Capital Management LLC 440.00%0.01%0.02%Q3 2022Q2 20234
KLR INVESTMENT ADVISORS, LLC 440.21%0.23%0.24%Q4 2022Q3 20234
SEAVIEW INVESTMENT MANAGERS LLC 440.17%0.61%0.83%Q3 2020Q2 20214
REGENTATLANTIC CAPITAL LLC 220.01%0.01%0.01%Q3 2021Q3 20224
1834 INVESTMENT ADVISORS CO 440.00%0.00%0.00%Q3 2021Q2 20224
Round Rock Advisors, LLC 440.09%0.26%0.46%Q1 2021Q4 20214
Sentinus, LLC 440.30%0.38%0.51%Q3 2022Q2 20234
AlphaCore Capital LLC 440.00%0.01%0.03%Q4 2022Q3 20234
Alpha Cubed Investments, LLC 440.02%0.03%0.04%Q1 2021Q4 20214
WELLINGTON MANAGEMENT GROUP LLP 310.00%0.00%0.00%Q1 2022Q3 20234
Aries Wealth Management 440.06%0.08%0.09%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.63%0.82%0.92%Q4 2022Q3 20234
XML Financial, LLC 310.04%0.04%0.05%Q2 2021Q2 20234
PRUDENTIAL PLC 310.01%0.03%0.04%Q1 2021Q1 20234
Bramshill Investments, LLC 310.01%0.04%0.11%Q1 2021Q3 20234
Knollwood Investment Advisory, LLC 440.13%0.21%0.26%Q4 2022Q3 20234
JONES FINANCIAL COMPANIES LLLP 310.00%0.00%0.00%Q2 2022Q3 20234
Community Financial Services Group, LLC 310.08%0.12%0.20%Q2 2021Q3 20234
FIFTH THIRD SECURITIES, INC. 220.03%0.08%0.16%Q3 2021Q3 20224
Corient Private Wealth LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Prudence Investment Management (Hong Kong) Ltd. 440.08%0.14%0.26%Q4 2021Q3 20224
Banco BTG Pactual S.A. 310.06%0.10%0.12%Q1 2022Q3 20234
RFP Financial Group LLC 440.04%0.08%0.16%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
ADVANTAGE INVESTMENT MANAGEMENT, LLC 440.01%0.01%0.01%Q4 2018Q3 20194
Joseph Group Capital Management 440.00%0.00%0.00%Q4 2021Q3 20224
NewSquare Capital LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Realta Investment Advisors 220.01%0.01%0.01%Q3 2022Q3 20234
Cooper Financial Group 440.05%0.06%0.06%Q4 2020Q3 20214
DAVENPORT & Co LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Sage Advisory Services, Ltd.Co. 440.06%0.07%0.09%Q2 2022Q1 20234
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 440.00%0.00%0.00%Q1 2021Q4 20214
Kingsview Wealth Management, LLC 310.02%0.03%0.05%Q4 2020Q1 20234
Private Ocean, LLC 210.00%0.01%0.03%Q1 2021Q2 20234
SIMON QUICK ADVISORS, LLC 440.01%0.01%0.02%Q1 2021Q4 20214
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 440.01%0.01%0.01%Q4 2022Q3 20234
FINANCIAL MANAGEMENT NETWORK INC 440.10%0.13%0.16%Q1 2021Q4 20214
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 310.00%0.00%0.01%Q4 2020Q2 20224
PICTET ASSET MANAGEMENT LTD 440.00%0.00%0.00%Q3 2020Q2 20214
Johnson Financial Group, Inc. 310.03%0.07%0.09%Q2 2021Q2 20224
OneDigital Investment Advisors LLC 440.00%0.00%0.00%Q3 2018Q2 20194
Register Financial Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Y.D. More Investments Ltd 440.05%0.08%0.09%Q4 2022Q3 20234
Almanack Investment Partners, LLC. 310.02%0.04%0.05%Q4 2020Q3 20224
Sterling Financial Planning, Inc. 440.02%0.03%0.04%Q4 2020Q3 20214
VitalStone Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
VisionPoint Advisory Group, LLC 210.00%0.09%0.14%Q4 2020Q2 20233
Glass Jacobson Investment Advisors llc 210.02%0.03%0.04%Q4 2022Q3 20233
Atomi Financial Group, Inc. 330.10%0.35%0.75%Q1 2023Q3 20233
Capital Investment Advisors, LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Jane Street Holding, LLC 330.00%0.01%0.01%Q2 2013Q4 20133
Lion Street Advisors, LLC 210.30%0.56%0.74%Q1 2020Q4 20203
Parker Investment Management, LLC 210.22%2.76%6.21%Q3 2019Q4 20203
CORA CAPITAL ADVISORS LLC 330.38%0.42%0.47%Q1 2023Q3 20233
Accuvest Global Advisors 330.33%0.43%0.48%Q3 2022Q1 20233
Carmel Capital Partners, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Cardinal Point Wealth Management Partners, LLC 330.15%0.18%0.20%Q1 2022Q3 20223
Flagship Private Wealth, LLC 330.02%0.02%0.02%Q4 2020Q2 20213
Rappaport Reiches Capital Management, LLC 330.08%0.10%0.12%Q1 2023Q3 20233
Florin Court Capital LLP 210.46%2.79%5.04%Q4 2020Q3 20223
Financial Architects, Inc 210.01%0.02%0.04%Q1 2020Q4 20203
Consolidated Portfolio Review Corp 330.05%0.06%0.07%Q1 2023Q3 20233
Pathway Financial Advisors LLC 330.01%0.01%0.01%Q4 2017Q2 20183
CONNABLE OFFICE INC 330.92%1.02%1.10%Q4 2020Q2 20213
Twin Tree Management, LP 330.00%0.00%0.01%Q1 2023Q3 20233
Aurora Private Wealth, Inc. 330.18%0.36%0.47%Q3 2022Q1 20233
FURE FINANCIAL CORP 330.01%0.01%0.01%Q3 2020Q1 20213
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 330.02%0.03%0.03%Q1 2023Q3 20233
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
L & S Advisors Inc 330.07%0.16%0.22%Q1 2021Q3 20213
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Affiance Financial, LLC 330.01%0.29%0.61%Q3 2022Q1 20233
LPWM LLC 330.09%0.11%0.13%Q1 2023Q3 20233
Navalign, LLC 330.10%0.11%0.12%Q1 2021Q3 20213
Main Street Financial Solutions, LLC 330.03%0.04%0.05%Q2 2021Q4 20213
Simplicity Solutions, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
PATHSTONE FAMILY OFFICE, LLC 110.00%0.01%0.03%Q4 2020Q3 20233
Barrett Asset Management, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Miracle Mile Advisors, LLC 330.01%0.02%0.02%Q2 2021Q4 20213
Cypress Point Wealth Management, LLC 330.01%0.01%0.02%Q4 2020Q2 20213
ADE, LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Mirae Asset Global Investments Co., Ltd. 110.00%0.00%0.01%Q1 2021Q3 20233
PRELUDE CAPITAL MANAGEMENT, LLC 220.01%0.01%0.02%Q1 2021Q2 20213
McKinley Carter Wealth Services, Inc. 330.02%0.02%0.03%Q1 2023Q3 20233
WEALTHCARE CAPITAL MANAGEMENT LLC 210.00%0.04%0.06%Q3 2017Q4 20203
MONUMENTAL FINANCIAL GROUP INC. 110.10%0.12%0.13%Q2 2021Q1 20233
Caerus Investment Advisors, LLC 330.33%0.36%0.38%Q1 2022Q3 20223
Sharper & Granite LLC 330.13%0.14%0.16%Q4 2022Q2 20233
Ayalon Insurance Comp Ltd. 330.13%0.13%0.14%Q3 2021Q1 20223
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
GSA CAPITAL PARTNERS LLP 330.05%0.05%0.06%Q1 2022Q3 20223
WealthShield Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
EASTERN BANK 330.11%0.13%0.15%Q1 2023Q3 20233
Worth Asset Management, LLC 210.00%0.67%1.63%Q1 2022Q4 20223
ALTFEST L J & CO INC 330.05%0.13%0.28%Q1 2022Q3 20223
Aprio Wealth Management, LLC 330.06%0.07%0.08%Q1 2023Q3 20233
Stonebridge Capital Advisors LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Nalls Sherbakoff Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Regal Investment Advisors LLC 210.00%0.02%0.03%Q2 2013Q4 20223
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.01%Q1 2023Q3 20233
CALTON & ASSOCIATES, INC. 330.04%0.05%0.06%Q4 2020Q2 20213
WealthBridge Capital Management, LLC 210.01%0.07%0.12%Q1 2019Q2 20213
Quantitative Investment Management, LLC 210.07%0.19%0.32%Q3 2022Q3 20233
Atlas Private Wealth Advisors 330.00%0.00%0.01%Q1 2021Q3 20213
Phoenix Wealth Advisors 330.01%0.01%0.02%Q1 2021Q3 20213
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Sunbelt Securities, Inc. 330.02%0.02%0.03%Q1 2023Q3 20233
GTS SECURITIES LLC 110.00%0.00%0.01%Q3 2023Q3 20233
THOMPSON INVESTMENT MANAGEMENT, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
NEW YORK STATE COMMON RETIREMENT FUND 330.00%0.00%0.00%Q1 2023Q3 20233
Alpine Global Management, LLC 330.14%0.20%0.24%Q3 2022Q1 20233
Psagot Value Holdings Ltd. 330.02%0.19%0.50%Q1 2021Q3 20213
Clear Perspective Advisors, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2017Q3 20183
Rock Creek Group, LP 330.07%0.07%0.07%Q3 2022Q1 20233
MYCIO WEALTH PARTNERS, LLC 330.01%0.01%0.01%Q2 2019Q4 20193
Ellevest, Inc. 210.00%0.00%0.00%Q1 2021Q4 20223
American Institute for Advanced Investment Management, LLP 330.26%0.30%0.36%Q4 2022Q2 20233
FORTE ASSET MANAGEMENT LLC 330.13%0.14%0.15%Q2 2022Q4 20223
Trivant Custom Portfolio Group, LLC 330.05%0.06%0.06%Q1 2023Q3 20233
NORTHERN TRUST CORP 210.00%0.00%0.00%Q1 2022Q3 20233
Destination Wealth Management 330.01%0.01%0.01%Q1 2021Q3 20213
FIRST FOUNDATION ADVISORS 220.01%0.01%0.01%Q2 2023Q3 20232
Penserra Capital Management LLC 220.03%0.04%0.04%Q2 2019Q3 20192
COWA, LLC 110.02%0.04%0.06%Q1 2021Q3 20222
Kingfisher Capital LLC 220.06%0.06%0.06%Q2 2013Q3 20132
AMG National Trust Bank 110.01%0.01%0.01%Q4 2020Q2 20212
SCHRODER INVESTMENT MANAGEMENT GROUP 220.00%0.00%0.00%Q1 2022Q2 20222
Icon Wealth Partners, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
Point72 Asset Management, L.P. 110.01%0.01%0.01%Q4 2020Q4 20212
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Virtu KCG Holdings LLC 110.00%0.00%0.00%Q2 2015Q4 20162
Clearstead Trust, LLC 220.00%0.00%0.01%Q1 2022Q2 20222
StoneX Group Inc. 220.03%0.04%0.05%Q2 2021Q3 20212
PICTET ASSET MANAGEMENT SA 220.00%0.00%0.00%Q3 2021Q4 20212
WILLNER & HELLER, LLC 220.27%0.37%0.46%Q4 2021Q1 20222
WFA of San Diego, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
EMG Holdings, L.P. 110.01%0.02%0.02%Q3 2021Q3 20212
PHILLIPS FINANCIAL MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Moss Adams Wealth Advisors LLC 220.00%0.05%0.09%Q2 2023Q3 20232
Trexquant Investment LP 110.01%0.02%0.02%Q3 2022Q3 20232
Avestar Capital, LLC 110.02%0.39%0.76%Q4 2020Q3 20232
Fortis Advisors, LLC 220.00%0.00%0.01%Q3 2020Q4 20202
Merriman Wealth Management, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Homrich & Berg 220.01%0.01%0.01%Q2 2021Q3 20212
Ruedi Wealth Management, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Joel Isaacson & Co., LLC 220.02%0.02%0.02%Q1 2023Q2 20232
FWL INVESTMENT MANAGEMENT, LLC 110.05%0.06%0.07%Q4 2022Q3 20232
Mosaic Family Wealth, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Nadler Financial Group, Inc. 220.03%0.03%0.03%Q2 2023Q3 20232
Autonomy Capital (Jersey) L.P. 222.58%3.30%4.03%Q3 2020Q4 20202
Long Wharf Investors, Inc. 220.19%0.20%0.21%Q1 2014Q2 20142
GREAT VALLEY ADVISOR GROUP, INC. 220.01%0.02%0.02%Q3 2022Q4 20222
Hamilton Wealth, LLC 221.07%1.51%1.94%Q3 2020Q4 20202
WealthOne, LLC 110.01%0.05%0.09%Q4 2018Q3 20212
Sandy Cove Advisors, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Fortis Capital Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
OLD DOMINION CAPITAL MANAGEMENT INC 220.06%0.06%0.06%Q4 2019Q1 20202
Itau Unibanco Holding S.A. 110.05%0.07%0.10%Q2 2021Q1 20222
BAROMETER CAPITAL MANAGEMENT INC. 220.14%0.15%0.16%Q3 2022Q4 20222
Cascadia Advisory Services, LLC 220.04%0.05%0.05%Q2 2021Q3 20212
Burt Wealth Advisors 220.00%0.01%0.01%Q3 2020Q4 20202
Bard Financial Services, Inc. 220.03%0.03%0.03%Q1 2023Q2 20232
ALBION FINANCIAL GROUP /UT 220.00%0.00%0.00%Q2 2021Q3 20212
Ground Swell Capital, LLC 220.00%0.00%0.00%Q2 2014Q3 20142
American Trust 220.04%0.10%0.16%Q1 2022Q2 20222
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
Black Swift Group, LLC 110.00%0.35%0.70%Q1 2020Q1 20212
Empowered Funds, LLC 220.82%0.82%0.82%Q4 2020Q1 20212
Cornerstone Wealth Management, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
RITTER DANIHER FINANCIAL ADVISORY LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Crescent Capital Consulting, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
SEI INVESTMENTS CO 220.00%0.00%0.00%Q4 2018Q1 20192
TOWNSQUARE CAPITAL LLC 220.02%0.02%0.02%Q2 2019Q3 20192
TIAA, FSB 110.00%0.00%0.00%Q1 2021Q3 20212
Golden State Wealth Management, LLC 220.11%0.12%0.13%Q4 2020Q1 20212
Watson Rebecca 220.00%0.07%0.14%Q2 2020Q3 20202
True Capital Management 220.69%0.76%0.83%Q4 2022Q1 20232
Sound Income Strategies, LLC 110.00%0.00%0.01%Q1 2021Q3 20232
Marquette Asset Management, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Fortitude Advisory Group L.L.C. 220.01%0.02%0.03%Q4 2021Q1 20222
Arlington Capital Management, Inc. 224.22%4.31%4.39%Q1 2021Q2 20212
Hoover Financial Advisors, Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
Apella Capital, LLC 220.03%0.03%0.03%Q4 2021Q1 20222
MARSHALL WACE, LLP 110.01%0.01%0.01%Q4 2020Q3 20222
TUCKER ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Lehman & Derafelo Financial Resources LLC 220.00%0.00%0.00%Q4 2018Q1 20192
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Alpha Financial Partners, LLC 220.89%0.97%1.05%Q4 2022Q1 20232
Savior LLC 220.00%1.64%3.28%Q4 2020Q1 20212
USCA RIA LLC 110.00%0.03%0.05%Q1 2020Q1 20212
Evolution Wealth Advisors, LLC 220.03%0.03%0.03%Q3 2021Q4 20212
QCM Cayman, Ltd. 110.25%0.79%1.34%Q4 2020Q4 20212
Windmill Hill Asset Management Ltd 2230.81%31.13%31.45%Q3 2020Q4 20202
Peoples Bank/KS 220.20%0.20%0.20%Q3 2023Q4 20232
CHURCHILL MANAGEMENT Corp 220.04%0.05%0.05%Q4 2022Q1 20232
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2020Q4 20212
M&R CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q4 2022Q1 20232
DFPG INVESTMENTS, LLC 220.16%0.18%0.20%Q2 2019Q3 20192
MRA Advisory Group 221.68%1.74%1.80%Q2 2023Q3 20232
Sutton Wealth Advisors Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
WealthPlan Investment Management, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Employees Retirement System of Texas 220.03%0.05%0.08%Q4 2020Q1 20212
B. Riley Wealth Management, Inc. 110.02%0.04%0.05%Q3 2019Q1 20202
Planned Solutions, Inc. 220.04%0.04%0.05%Q3 2020Q4 20202
Pinnacle Advisory Group, Inc. 220.01%0.01%0.02%Q4 2020Q1 20212
Capital Advisors Wealth Management, LLC 110.00%0.01%0.02%Q1 2023Q1 20232
FLAGSTAR ADVISORS INC 110.02%0.04%0.06%Q3 2021Q3 20222
FNY Investment Advisers, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.01%0.02%Q2 2020Q4 20222
Sonora Investment Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
NexWave Capital Partners LLC 221.15%1.50%1.86%Q4 2020Q1 20212
Altus Wealth Group LLC 220.02%0.02%0.02%Q4 2020Q1 20212
J. Goldman & Co LP 110.02%0.08%0.15%Q1 2022Q3 20232
Resurgent Financial Advisors LLC 220.04%0.04%0.05%Q4 2022Q1 20232
Whitnell & Co. 220.01%0.01%0.01%Q3 2019Q4 20192
Rollins Financial 220.11%0.11%0.11%Q4 2022Q1 20232
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.01%Q1 2018Q4 20202
INSTRUMENTAL WEALTH, LLC 221.08%1.21%1.34%Q2 2023Q3 20232
Donoghue Forlines LLC 220.55%0.58%0.62%Q2 2021Q3 20212
Vestpro Financial Partners, Inc. dba CPF Texas 220.00%0.01%0.01%Q2 2018Q3 20182
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
Cherry Tree Wealth Management, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Rather & Kittrell, Inc. 220.17%0.18%0.20%Q4 2021Q1 20222
Fiduciary Alliance LLC 220.12%0.12%0.12%Q4 2022Q1 20232
Altium Wealth Management LLC 220.02%0.02%0.02%Q1 2021Q2 20212
BAR HARBOR WEALTH MANAGEMENT 110.01%0.02%0.03%Q1 2022Q3 20232
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q1 20232
ICA Group Wealth Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Corbenic Partners LLC 220.00%0.00%0.00%Q1 2022Q2 20222
CAXTON ASSOCIATES LP 110.02%0.04%0.07%Q4 2020Q1 20222
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Stratos Wealth Advisors, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Spectrum Management Group, LLC 110.26%0.26%0.26%Q3 2022Q3 20221
Mystic Asset Management, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
GeoWealth Management, LLC 110.12%0.12%0.12%Q3 2021Q3 20211
Cornerstone Planning Group LLC 110.01%0.01%0.01%Q4 2022Q4 20221
MATHER GROUP, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
HARTLINE INVESTMENT CORP/ 111.57%1.57%1.57%Q3 2022Q3 20221
MONECO Advisors, LLC 110.09%0.09%0.09%Q3 2021Q3 20211
BENJAMIN EDWARDS INC 110.00%0.00%0.00%Q3 2022Q3 20221
XR Securities LLC 110.00%0.00%0.00%Q1 2021Q1 20211
BINGHAM OSBORN & SCARBOROUGH LLC 110.02%0.02%0.02%Q2 2021Q2 20211
SPX Gestao de Recursos Ltda 114.43%4.43%4.43%Q3 2021Q3 20211
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Summit Wealth Group, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
UBS OCONNOR LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Prostatis Group LLC 111.22%1.22%1.22%Q1 2021Q1 20211
DeDora Capital, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
NEXPOINT ASSET MANAGEMENT, L.P. 110.02%0.02%0.02%Q3 2022Q3 20221
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Estate Counselors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Oder Investment Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Masso Torrence Wealth Management Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Hilltop Holdings Inc. 110.04%0.04%0.04%Q2 2022Q2 20221
Quent Capital, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
New Century Advisors, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
ASPIRIANT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
BELLEVUE ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CONSOLIDATED CAPITAL MANAGEMENT, LLC 110.26%0.26%0.26%Q2 2022Q2 20221
AIGH Capital Management LLC 110.68%0.68%0.68%Q2 2021Q2 20211
CGC Financial Services, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Synergy Asset Management, LLC 111.48%1.48%1.48%Q4 2020Q4 20201
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Private Capital Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
SYON CAPITAL LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
MARVIN & PALMER ASSOCIATES INC 114.56%4.56%4.56%Q4 2020Q4 20201
CAHILL FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
SPC Financial, Inc. 110.38%0.38%0.38%Q4 2020Q4 20201
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q1 2023Q1 20231
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
SPHERA FUNDS MANAGEMENT LTD. 110.78%0.78%0.78%Q1 2021Q1 20211
Eagle Bay Advisors LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Abundance Wealth Counselors 110.00%0.00%0.00%Q1 2021Q1 20211
MMA ASSET MANAGEMENT LLC 110.20%0.20%0.20%Q1 2021Q1 20211
Henrickson Nauta Wealth Advisors, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Resource Management, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
TIEDEMANN ADVISORS, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Weiss Multi-Strategy Advisers LLC 110.06%0.06%0.06%Q1 2021Q1 20211
Stewardship Financial Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
RETIREMENT INCOME SOLUTIONS, INC 110.12%0.12%0.12%Q4 2021Q4 20211
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PALISADE CAPITAL MANAGEMENT, LP 110.01%0.01%0.01%Q1 2021Q1 20211
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Harvest Investment Services, LLC 110.14%0.14%0.14%Q3 2020Q3 20201
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
New England Capital Financial Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Dynamic Technology Lab Private Ltd 110.02%0.02%0.02%Q3 2022Q3 20221
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
CAHABA WEALTH MANAGEMENT, INC. 110.04%0.04%0.04%Q4 2020Q4 20201
Shepherd Financial Partners LLC 110.14%0.14%0.14%Q4 2021Q4 20211
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Point72 Europe (London) LLP 1110.55%10.55%10.55%Q3 2022Q3 20221
USA FINANCIAL FORMULAS 110.01%0.01%0.01%Q3 2021Q3 20211
Certified Advisory Corp 110.00%0.00%0.00%Q1 2021Q1 20211
Sargent Investment Group, LLC 110.09%0.09%0.09%Q3 2021Q3 20211
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
CARDIFF PARK ADVISORS, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Gainplan LLC 110.11%0.11%0.11%Q1 2021Q1 20211
Horan Capital Advisors, LLC. 110.02%0.02%0.02%Q3 2017Q3 20171
Jump Financial, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
FREEDOM WEALTH ALLIANCE, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Granite Bay Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BEACON INVESTMENT ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Platte River Wealth Advisors, LLC 110.50%0.50%0.50%Q4 2019Q4 20191
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q1 2022Q1 20221
RMR Wealth Builders 110.04%0.04%0.04%Q1 2021Q1 20211
ForthRight Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Icon Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
SUMITOMO MITSUI FINANCIAL GROUP, INC. 110.10%0.10%0.10%Q3 2021Q3 20211
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
Pine Haven Investment Counsel, Inc 110.16%0.16%0.16%Q3 2023Q3 20231
Blue Trust, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
TRUST CO OF VERMONT 110.04%0.04%0.04%Q3 2023Q3 20231
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q3 2022Q3 20221
Houlihan Financial Resource Group, Ltd. 110.01%0.01%0.01%Q3 2020Q3 20201
PROVENCE WEALTH MANAGEMENT GROUP 110.02%0.02%0.02%Q3 2023Q3 20231
OUTFITTER FINANCIAL LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Modus Advisors, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Yaupon Capital Management LP 111.20%1.20%1.20%Q1 2020Q1 20201
Choice Wealth Advisors, LLC 113.25%3.25%3.25%Q2 2022Q2 20221
MOTCO 110.00%0.00%0.00%Q2 2021Q2 20211
AMUNDI ASSET MANAGEMENT US, INC. 110.00%0.00%0.00%Q1 2016Q1 20161
Crawford Lake Capital Management, LLC 112.88%2.88%2.88%Q3 2022Q3 20221
Lee Financial Group Hawaii, Inc. 110.51%0.51%0.51%Q4 2020Q4 20201
CreativeOne Wealth, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
KCS Wealth Advisory 110.01%0.01%0.01%Q3 2019Q3 20191
MJP ASSOCIATES INC /ADV 111.42%1.42%1.42%Q1 2021Q1 20211
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q1 2021Q1 20211
Seven Springs Wealth Group, LLC 110.40%0.40%0.40%Q4 2021Q4 20211
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q4 2022Q4 20221
One Capital Management, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Barnett & Company, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
ERN LLC 110.53%0.53%0.53%Q2 2022Q2 20221
My Personal CFO, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Grandview Asset Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
FIFTH LANE CAPITAL, LP 110.27%0.27%0.27%Q3 2022Q3 20221
Perennial Investment Advisors, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Global Wealth Management Investment Advisory, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
CARLSON CAPITAL L P 110.19%0.19%0.19%Q1 2021Q1 20211
Sassicaia Capital Advisers LLC 110.21%0.21%0.21%Q1 2021Q1 20211
SYCOMORE ASSET MANAGEMENT 110.03%0.03%0.03%Q2 2021Q2 20211
OPTIMUM INVESTMENT ADVISORS 110.00%0.00%0.00%Q3 2019Q3 20191
Global Wealth Strategies & Associates 110.00%0.00%0.00%Q3 2023Q3 20231
Axiom Investment Management LLC 110.00%0.00%0.00%Q2 2022Q2 20221
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q3 2023Q3 20231
Laurel Wealth Planning LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Operose Advisors LLC 110.04%0.04%0.04%Q4 2022Q4 20221
1ST SOURCE BANK 110.03%0.03%0.03%Q2 2015Q2 20151
DRW SECURITIES, L.L.C. 110.05%0.05%0.05%Q3 2022Q3 20221
ICICI Prudential Asset Management Co Ltd 110.36%0.36%0.36%Q2 2022Q2 20221
VAUGHAN DAVID INVESTMENTS LLC/IL 110.01%0.01%0.01%Q3 2022Q3 20221
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Engrave Wealth Partners LLC 112.00%2.00%2.00%Q1 2021Q1 20211
Firestone Capital Management 110.01%0.01%0.01%Q1 2021Q1 20211
BLUEFIN CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
HOLLENCREST CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2022Q4 20221
KING LUTHER CAPITAL MANAGEMENT CORP 110.02%0.02%0.02%Q2 2023Q2 20231
Osborn Williams & Donohoe LLC 110.01%0.01%0.01%Q1 2019Q1 20191
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
3EDGE Asset Management, LP 110.04%0.04%0.04%Q3 2022Q3 20221
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Clark Capital Management Group, Inc. 110.07%0.07%0.07%Q3 2019Q3 20191
LWMG, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Columbus Macro, LLC 110.18%0.18%0.18%Q3 2022Q3 20221
Quintet Private Bank (Europe) S.A. 110.00%0.00%0.00%Q1 2023Q1 20231
BRANDYWINE OAK PRIVATE WEALTH LLC 110.89%0.89%0.89%Q1 2021Q1 20211
Founders Financial Alliance, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
BDO Wealth Advisors, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
EMFO, LLC 110.10%0.10%0.10%Q2 2021Q2 20211
Seamans Capital Management, LLC 110.36%0.36%0.36%Q3 2015Q3 20151
Glenview Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
KAYNE ANDERSON CAPITAL ADVISORS LP 110.14%0.14%0.14%Q3 2022Q3 20221
CNB Bank 110.01%0.01%0.01%Q1 2023Q1 20231
Bank of New Hampshire 110.00%0.00%0.00%Q1 2022Q1 20221
Savant Capital, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Powell Investment Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Benefit Street Partners LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Hillsdale Investment Management Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Ford Financial Group, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Veracity Capital LLC 110.09%0.09%0.09%Q1 2021Q1 20211
WEALTHSOURCE PARTNERS, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
qPULA Trading Management LP 111.33%1.33%1.33%Q2 2021Q2 20211
JUNCTURE WEALTH STRATEGIES, LLC 110.13%0.13%0.13%Q1 2021Q1 20211
Weiss Asset Management LP 110.00%0.00%0.00%Q3 2022Q3 20221
Aquire Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Align Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Castleview Partners, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Sullivan, Bruyette, Speros & Blaney, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
OLD NATIONAL BANCORP /IN/ 110.01%0.01%0.01%Q4 2020Q4 20201
SCOPUS ASSET MANAGEMENT, L.P. 110.12%0.12%0.12%Q1 2021Q1 20211
Personal Wealth Partners 110.01%0.01%0.01%Q2 2021Q2 20211
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Financial Insights, Inc. 110.07%0.07%0.07%Q2 2021Q2 20211
Pointe Capital Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
O'Dell Group, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Zurcher Kantonalbank (Zurich Cantonalbank) 110.00%0.00%0.00%Q2 2023Q2 20231
ROWLAND CARMICHAEL ADVISORS INC /ADV 110.00%0.00%0.00%Q4 2018Q4 20181
Inscription Capital, LLC 110.08%0.08%0.08%Q2 2021Q2 20211
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Gupta Wealth Management LLC 110.00%0.00%0.00%Q3 2015Q3 20151
LUMINUS MANAGEMENT LLC 110.04%0.04%0.04%Q3 2022Q3 20221
WCG Wealth Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Global Endowment Management, LP 110.06%0.06%0.06%Q3 2021Q3 20211
Latitude Advisors, LLC 111.57%1.57%1.57%Q3 2022Q3 20221
EVOKE WEALTH, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
National Wealth Management Group, LLC 110.72%0.72%0.72%Q3 2022Q3 20221
Scott & Selber, Inc. 111.42%1.42%1.42%Q4 2020Q4 20201
ShoreHaven Wealth Partners, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TCG Advisors, LP 110.15%0.15%0.15%Q2 2020Q2 20201
S.C. Financial Services, Inc. 110.32%0.32%0.32%Q4 2021Q4 20211
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Main Management LLC 110.01%0.01%0.01%Q4 2021Q4 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MGO ONE SEVEN LLC 110.03%0.03%0.03%Q1 2022Q1 20221
PICTET BANK & TRUST Ltd 110.06%0.06%0.06%Q3 2016Q3 20161
10-15 ASSOCIATES, INC. 110.38%0.38%0.38%Q3 2020Q3 20201
Clean Yield Group 110.00%0.00%0.00%Q1 2022Q1 20221
Comprehensive Financial Consultants Institutional, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
BARINGS LLC 110.33%0.33%0.33%Q4 2022Q4 20221
IPG Investment Advisors LLC 110.02%0.02%0.02%Q4 2021Q4 20211
External links

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