ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.02%0.05%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.02%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
Summit Asset Management, LLC 42420.96%3.16%8.19%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.00%0.00%Q2 2013Q3 202342
Courage Miller Partners, LLC 42420.73%1.47%2.54%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.10%0.17%0.28%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 41410.00%0.00%0.00%Q3 2013Q3 202341
Capital Advisors, Ltd. LLC 40400.01%0.02%0.04%Q4 2013Q3 202340
DELTA ASSET MANAGEMENT LLC/TN 3540.02%0.02%0.02%Q3 2013Q3 202339
Neumann Capital Management, LLC 36360.39%0.59%0.77%Q4 2014Q3 202336
Sigma Planning Corp 36360.02%0.06%0.23%Q4 2014Q3 202336
UBS Group AG 36360.00%0.01%0.01%Q4 2014Q3 202336
SUSQUEHANNA INTERNATIONAL GROUP, LLP 910.00%0.00%0.00%Q2 2013Q3 202335
M Holdings Securities, Inc. 2250.15%0.44%1.15%Q4 2013Q2 202333
Raymond James Financial Services Advisors, Inc. 3110.00%0.07%0.24%Q2 2013Q3 202332
Cambridge Investment Research Advisors, Inc. 2740.00%0.02%0.06%Q3 2014Q3 202331
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 16150.00%0.00%0.00%Q2 2013Q3 202331
US BANCORP \DE\ 30300.00%0.00%0.01%Q1 2015Q2 202230
CWM, LLC 2280.03%0.05%0.09%Q1 2016Q3 202330
Parallel Advisors, LLC 28280.00%0.00%0.00%Q4 2016Q3 202328
Advisory Services Network, LLC 1610.00%0.01%0.02%Q4 2014Q3 202328
KAYS FINANCIAL ADVISORY CORP /ADV 28280.12%3.82%10.37%Q4 2013Q3 202028
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
ENVESTNET ASSET MANAGEMENT INC 1810.00%0.00%0.01%Q3 2015Q3 202327
JPMORGAN CHASE & CO 27270.00%0.00%0.00%Q4 2015Q2 202227
IHT Wealth Management, LLC 1980.02%0.04%0.14%Q4 2016Q3 202327
Global Retirement Partners, LLC 2070.00%0.04%0.10%Q4 2016Q3 202327
HighTower Advisors, LLC 2510.00%0.00%0.02%Q1 2014Q3 202326
IFP Advisors, Inc 1510.00%0.03%0.14%Q4 2015Q3 202326
Ironwood Financial, llc 2330.01%0.03%0.06%Q1 2015Q3 202126
AXA S.A. 26260.00%0.01%0.03%Q2 2013Q3 201926
JANE STREET GROUP, LLC 1410.00%0.00%0.02%Q2 2014Q2 202325
Private Advisor Group, LLC 1910.00%0.04%0.13%Q3 2014Q3 202325
Moisand Fitzgerald Tamayo, LLC 25250.01%0.02%0.03%Q3 2017Q3 202325
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2110.00%0.01%0.05%Q4 2015Q3 202324
Bank of New York Mellon Corp 24240.00%0.00%0.00%Q2 2016Q1 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.05%0.10%Q4 2017Q3 202324
Citadel Advisors 1040.00%0.00%0.01%Q1 2015Q4 202224
MML INVESTORS SERVICES, LLC 23230.01%0.03%0.10%Q1 2018Q3 202323
First Horizon Advisors, Inc. 22220.01%0.07%0.64%Q2 2018Q3 202322
Brand Asset Management Group, Inc. 22220.11%0.13%0.16%Q2 2018Q3 202322
Starfire Investment Advisers, Inc. 11100.40%0.50%0.66%Q1 2015Q2 202021
RAYMOND JAMES & ASSOCIATES 21210.00%0.01%0.02%Q3 2018Q3 202321
Jacobi Capital Management LLC 1920.00%0.00%0.01%Q2 2016Q3 202121
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
American Portfolios Advisors 20200.01%0.03%0.07%Q4 2017Q3 202220
Hudock, Inc. 10100.00%0.02%0.04%Q2 2013Q3 202220
Creative Planning 1910.00%0.01%0.01%Q2 2017Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.08%0.15%0.26%Q4 2018Q3 202320
STIFEL FINANCIAL CORP 1910.00%0.00%0.02%Q3 2018Q3 202320
Full Sail Capital, LLC 19190.06%0.12%0.42%Q1 2019Q3 202319
St. Johns Investment Management Company, LLC 19190.04%0.08%0.11%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
CREATIVE FINANCIAL DESIGNS INC /ADV 18180.19%2.20%4.29%Q2 2019Q3 202318
Ellis Investment Partners, LLC 18180.06%0.09%0.12%Q4 2018Q1 202318
Tower Research Capital LLC (TRC) 1110.00%0.03%0.13%Q1 2014Q2 202318
Commonwealth Equity Services, Inc 18180.01%0.01%0.01%Q2 2013Q3 201718
Lenox Wealth Management, Inc. 18180.00%0.00%0.00%Q4 2015Q1 202018
TAP Consulting, LLC 1710.09%0.54%1.72%Q1 2019Q3 202318
Baird Financial Group, Inc. 18180.01%0.01%0.04%Q2 2019Q3 202318
Geneos Wealth Management Inc. 1620.00%0.01%0.02%Q1 2016Q3 202318
BLAIR WILLIAM & CO/IL 18180.00%0.00%0.00%Q2 2019Q3 202318
Matrix Trust Co 18182.19%3.45%5.69%Q2 2019Q3 202318
High Falls Advisors, Inc 810.04%0.07%0.09%Q4 2015Q3 202317
CAPITAL WEALTH MANAGEMENT, LLC 17170.22%2.63%5.23%Q3 2019Q3 202317
Cresset Asset Management, LLC 17170.00%0.01%0.01%Q3 2019Q3 202317
HARBOR INVESTMENT ADVISORY, LLC 16160.08%0.13%0.20%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.04%0.11%0.19%Q4 2019Q3 202316
SIGNATUREFD, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Arete Wealth Advisors, LLC 16160.04%0.15%0.36%Q3 2019Q2 202316
Westside Investment Management, Inc. 1510.00%0.01%0.06%Q2 2019Q3 202316
BlackRock Inc. 16160.00%0.00%0.00%Q1 2016Q4 201916
NEXT Financial Group, Inc 710.00%0.02%0.09%Q3 2014Q4 202116
GOLDMAN SACHS GROUP INC 1060.00%0.00%0.00%Q3 2018Q3 202316
OSAIC HOLDINGS, INC. 15150.01%0.03%0.04%Q1 2020Q3 202315
COMERICA BANK 1210.00%0.02%0.04%Q2 2013Q3 202315
PACIFIC SUN FINANCIAL CORP 610.23%0.32%0.50%Q1 2018Q2 202315
MSI Financial Services Inc 15150.01%0.09%0.38%Q2 2013Q4 201615
Eudaimonia Partners, LLC 870.26%0.41%0.53%Q4 2019Q3 202315
STEPHENS INC /AR/ 15150.00%0.15%0.42%Q1 2020Q3 202315
PrairieView Partners, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Western Wealth Management, LLC 1140.05%0.12%0.33%Q4 2018Q3 202215
Archer Investment Corp 960.01%0.01%0.03%Q4 2019Q3 202315
Advisor Group, Inc. 15150.01%0.02%0.04%Q2 2016Q4 201915
Cetera Advisors LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
Cetera Advisor Networks LLC 1210.00%0.03%0.06%Q3 2015Q3 202315
TRUIST FINANCIAL CORP 14140.00%0.00%0.01%Q2 2020Q3 202314
Qube Research & Technologies Ltd 1010.00%0.01%0.05%Q4 2019Q3 202314
Titus Wealth Management 910.12%0.19%0.26%Q1 2018Q2 202214
Kovack Advisors, Inc. 14140.04%0.13%0.32%Q2 2020Q3 202314
Ausdal Financial Partners, Inc. 1310.01%0.10%0.15%Q4 2015Q3 202314
Windsor Wealth Management, Inc. 14140.10%0.13%0.16%Q2 2020Q3 202314
Cetera Investment Advisers 14140.01%0.02%0.06%Q2 2020Q3 202314
Asset Management Group, Inc. 14140.06%0.06%0.07%Q2 2020Q3 202314
PINNACLE ASSOCIATES LTD 14140.01%0.01%0.01%Q2 2020Q3 202314
SeaCrest Wealth Management, LLC 620.02%0.03%0.04%Q4 2017Q3 202314
CENTAURUS FINANCIAL, INC. 1310.00%0.04%0.09%Q2 2018Q2 202314
MAI Capital Management 14140.00%0.01%0.01%Q2 2020Q3 202314
NWAM LLC 1220.01%0.07%0.19%Q1 2020Q3 202314
FIFTH THIRD BANCORP 14140.00%0.00%0.00%Q4 2019Q1 202314
IFG Advisory, LLC 1210.03%0.03%0.04%Q4 2019Q3 202314
Portfolio Strategies, Inc. 1220.20%1.55%3.46%Q2 2019Q1 202314
Virtu Financial LLC 910.02%0.07%0.18%Q3 2013Q4 201814
B. Riley Wealth Advisors, Inc. 14140.01%0.06%0.07%Q2 2013Q3 201614
J.W. COLE ADVISORS, INC. 810.03%0.12%0.25%Q4 2019Q3 202313
Rockefeller Capital Management L.P. 13130.00%0.00%0.00%Q4 2019Q4 202213
BARCLAYS PLC 1030.00%0.00%0.00%Q2 2013Q3 202113
Patriot Financial Group Insurance Agency, LLC 13130.00%0.00%0.01%Q2 2019Q2 202213
Key FInancial Inc 1210.00%0.00%0.00%Q1 2020Q3 202313
Certified Advisory Corp 1110.00%0.46%0.76%Q4 2017Q3 202313
Independent Portfolio Consultants, Inc. 13130.03%0.05%0.08%Q2 2014Q2 201713
Townsend & Associates, Inc 13130.79%1.30%1.73%Q3 2019Q3 202213
Kestra Advisory Services, LLC 13130.01%0.06%0.14%Q3 2020Q3 202313
Aptus Capital Advisors, LLC 850.00%0.01%0.05%Q2 2020Q3 202313
NewEdge Advisors, LLC 610.01%0.02%0.02%Q3 2019Q3 202313
PFG Advisors 850.06%0.22%0.30%Q1 2020Q3 202313
AE Wealth Management LLC 1010.00%0.05%0.34%Q4 2019Q3 202312
BANK OF MONTREAL /CAN/ 720.00%0.00%0.00%Q2 2013Q3 202312
Accel Wealth Management 12120.20%0.60%1.10%Q4 2020Q3 202312
MERCER GLOBAL ADVISORS INC /ADV 12120.00%0.01%0.02%Q4 2020Q3 202312
D.A. DAVIDSON & CO. 810.00%0.01%0.04%Q2 2013Q1 202112
Rede Wealth, LLC 12120.11%0.53%1.00%Q4 2020Q3 202312
BROWN ADVISORY INC 12120.00%0.00%0.00%Q2 2020Q1 202312
Belpointe Asset Management LLC 12120.01%0.02%0.09%Q2 2020Q1 202312
Provident Wealth Management, LLC 750.00%1.40%4.40%Q4 2019Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Falcon Wealth Planning 12120.10%0.17%0.27%Q4 2020Q3 202312
Steward Partners Investment Advisory, LLC 12120.00%0.02%0.03%Q4 2020Q3 202312
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.00%0.00%Q4 2016Q3 201912
Rodgers & Associates, LTD 12120.58%1.25%2.05%Q4 2020Q3 202312
PARK AVENUE SECURITIES LLC 12120.03%0.04%0.06%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.28%0.88%1.78%Q4 2020Q3 202312
BALLAST ADVISORS LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Mattern Wealth Management LLC 11110.08%0.47%1.90%Q3 2020Q1 202311
Capital Analysts, LLC 11110.03%0.06%0.09%Q1 2021Q3 202311
ACG Wealth 11110.09%0.63%0.85%Q1 2020Q3 202211
TRUEWEALTH LLC 11110.02%0.03%0.07%Q4 2017Q2 202011
McClarren Financial Advisors, Inc. 650.04%0.05%0.05%Q4 2020Q3 202311
Family Legacy, Inc. 11110.26%0.76%1.14%Q1 2021Q3 202311
Outlook Wealth Advisors, LLC 11110.09%0.53%1.07%Q3 2019Q1 202211
Integrated Investment Consultants, LLC 1010.02%1.11%2.43%Q1 2018Q3 202311
THRIVENT FINANCIAL FOR LUTHERANS 1010.00%0.00%0.01%Q1 2020Q3 202311
IEQ CAPITAL, LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
Atria Investments, Inc 910.01%0.04%0.13%Q4 2019Q2 202210
Allegheny Financial Group LTD 10100.10%0.19%0.29%Q2 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.05%0.09%0.12%Q4 2020Q3 202310
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 910.00%0.10%0.14%Q3 2019Q2 202210
FIFTH THIRD SECURITIES, INC. 620.06%0.29%1.21%Q1 2017Q3 202310
BEAM WEALTH ADVISORS, INC. 10100.24%0.61%0.81%Q2 2020Q3 202210
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.02%Q1 2021Q3 202310
Running Point Capital Advisors, LLC 10100.00%0.01%0.03%Q2 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.00%0.00%0.01%Q1 2021Q3 202310
COMERICA SECURITIES,INC. 10100.01%0.04%0.07%Q3 2020Q4 202210
AdvisorNet Financial, Inc 990.01%0.06%0.10%Q3 2021Q3 20239
American Money Management, LLC 990.10%0.11%0.15%Q3 2021Q3 20239
Eagle Bay Advisors LLC 630.06%0.09%0.13%Q2 2021Q3 20239
LEO BROKERAGE, LLC 520.23%1.81%3.87%Q3 2020Q2 20239
First Allied Advisory Services, Inc. 610.01%0.06%0.28%Q2 2013Q4 20169
First Command Bank 990.00%0.01%0.01%Q2 2020Q2 20229
ROVIN CAPITAL /UT/ /ADV 990.73%0.82%1.02%Q3 2021Q3 20239
Rosenberg Matthew Hamilton 990.02%0.03%0.04%Q1 2020Q1 20229
GREAT VALLEY ADVISOR GROUP, INC. 990.03%0.11%0.16%Q1 2021Q1 20239
Sowell Financial Services LLC 990.00%0.04%0.15%Q4 2019Q4 20219
FLAGSTAR ADVISORS INC 990.18%0.29%0.41%Q3 2021Q3 20239
Voya Financial Advisors, Inc. 410.01%0.09%0.36%Q2 2015Q1 20219
Timber Hill LLC 410.00%0.01%0.06%Q2 2013Q4 20179
Horan Securities, Inc. 720.00%0.03%0.06%Q1 2021Q2 20239
TD Capital Management LLC 540.01%0.01%0.01%Q1 2021Q3 20239
First Command Financial Services, Inc. 990.00%0.01%0.01%Q2 2020Q2 20229
SRS Capital Advisors, Inc. 810.00%0.00%0.00%Q4 2016Q3 20239
Stewardship Advisors, LLC 990.53%1.38%2.99%Q4 2020Q4 20229
StoneX Group Inc. 990.06%0.12%0.20%Q4 2019Q4 20219
Fermata Advisors, LLC 710.28%0.95%1.59%Q3 2021Q3 20238
Verde Capital Management 880.39%0.62%1.08%Q4 2021Q3 20238
Key Client Fiduciary Advisors, LLC 880.16%0.23%0.33%Q4 2021Q3 20238
WealthCare Investment Partners, LLC 880.14%0.18%0.28%Q4 2021Q3 20238
ETFIDEA, LLC 883.00%3.27%3.73%Q4 2021Q3 20238
LINCOLN NATIONAL CORP 880.01%0.01%0.02%Q4 2021Q3 20238
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 880.30%0.33%0.36%Q4 2021Q3 20238
Gladstone Institutional Advisory LLC 510.02%0.15%0.39%Q4 2018Q3 20238
Bogart Wealth, LLC 880.00%1.40%1.93%Q4 2021Q3 20238
FDx Advisors, Inc. 510.01%0.01%0.02%Q1 2019Q2 20238
Richwood Investment Advisors, LLC 880.24%0.26%0.32%Q4 2021Q3 20238
Oakworth Capital, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.07%0.13%0.17%Q4 2021Q3 20238
Scott Capital Advisors, LLC 880.15%1.51%3.35%Q4 2021Q3 20238
Kaydan Wealth Management, Inc. 880.11%0.13%0.16%Q4 2021Q3 20238
Orion Portfolio Solutions, LLC 710.00%0.01%0.03%Q2 2020Q3 20238
Operose Advisors LLC 880.02%0.03%0.05%Q4 2021Q3 20238
B. Riley Wealth Management, Inc. 610.02%0.09%0.32%Q1 2014Q3 20198
Meristem Family Wealth, LLC 710.03%0.05%0.07%Q4 2019Q4 20218
Masso Torrence Wealth Management Inc. 881.33%1.69%2.20%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.01%0.01%Q4 2021Q3 20238
ASSETMARK, INC 880.00%0.00%0.00%Q4 2021Q3 20238
City State Bank 880.07%0.08%0.10%Q4 2021Q3 20238
Arkadios Wealth Advisors 880.01%0.11%0.18%Q2 2020Q1 20228
Virtu KCG Holdings LLC 410.00%0.01%0.02%Q3 2013Q4 20168
PRUDENTIAL FINANCIAL INC 880.00%0.00%0.00%Q1 2020Q4 20218
EPG Wealth Management LLC 520.02%0.02%0.04%Q4 2021Q3 20237
Horizon Investment Services, LLC 770.46%0.61%0.69%Q1 2022Q3 20237
Kingsview Wealth Management, LLC 430.01%0.03%0.04%Q1 2021Q3 20237
Burt Wealth Advisors 430.03%0.10%0.15%Q2 2020Q3 20237
Financial Advocates Investment Management 310.01%0.29%0.36%Q4 2017Q1 20217
Capital Asset Advisory Services LLC 770.04%0.05%0.06%Q1 2022Q3 20237
Merriman Wealth Management, LLC 770.15%0.20%0.25%Q3 2019Q1 20217
Black Diamond Financial, LLC 770.29%0.43%0.49%Q1 2022Q3 20237
MARINO, STRAM & ASSOCIATES LLC 770.17%0.29%0.42%Q1 2022Q3 20237
Investors Capital Advisory Services 770.05%0.09%0.11%Q4 2014Q2 20167
Mutual Advisors, LLC 770.02%0.02%0.03%Q1 2022Q3 20237
Aspire Wealth Management Corp 770.01%0.10%0.16%Q1 2022Q3 20237
ATHERTON LANE ADVISERS, LLC 770.03%0.03%0.04%Q2 2014Q4 20157
High Net Worth Advisory Group LLC 520.00%0.07%0.11%Q4 2021Q4 20237
Regal Investment Advisors LLC 520.02%0.04%0.14%Q4 2021Q3 20237
WFG Advisors, LP 770.01%0.01%0.02%Q2 2013Q4 20147
Integrated Wealth Management 770.01%0.01%0.01%Q1 2015Q3 20167
Brookstone Capital Management 770.01%0.05%0.16%Q2 2020Q4 20217
Global Financial Private Capital, Inc 770.05%0.06%0.06%Q3 2017Q1 20197
Lloyd Advisory Services, LLC. 410.00%0.28%1.34%Q4 2019Q1 20226
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
RiverFront Investment Group, LLC 660.25%0.70%2.26%Q4 2008Q1 20106
Insight Advisors, LLC/ PA 660.06%0.19%0.32%Q4 2020Q1 20226
CREDIT SUISSE AG/ 420.00%0.00%0.01%Q1 2013Q3 20146
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 310.06%0.08%0.10%Q3 2016Q2 20196
Journey Advisory Group, LLC 660.04%0.05%0.06%Q2 2022Q3 20236
Sequoia Financial Advisors, LLC 660.03%0.07%0.18%Q2 2016Q3 20176
Spire Wealth Management 660.00%0.00%0.00%Q2 2022Q3 20236
Orgel Wealth Management, LLC 660.62%0.79%0.95%Q2 2022Q3 20236
PATHSTONE FAMILY OFFICE, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
MEEDER ASSET MANAGEMENT INC 660.00%0.01%0.01%Q1 2014Q2 20156
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 660.02%0.02%0.02%Q2 2020Q3 20216
BENJAMIN F. EDWARDS & COMPANY, INC. 660.01%0.01%0.02%Q2 2022Q3 20236
Eagle Strategies LLC 660.65%0.99%1.27%Q2 2022Q3 20236
EATON VANCE MANAGEMENT 660.00%0.00%0.00%Q4 2020Q1 20226
Visionary Wealth Advisors 660.10%0.12%0.13%Q2 2022Q3 20236
Bedel Financial Consulting, Inc. 660.00%0.67%1.02%Q1 2022Q2 20236
Valmark Advisers, Inc. 510.01%0.03%0.05%Q2 2020Q1 20226
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Lehman & Derafelo Financial Resources LLC 660.01%0.01%0.01%Q4 2018Q1 20206
Atria Wealth Solutions, Inc. 420.01%0.02%0.05%Q1 2022Q3 20236
TSFG, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
G&S Capital LLC 330.01%0.26%0.57%Q1 2019Q1 20216
CASTLE WEALTH MANAGEMENT LLC 661.08%1.69%2.22%Q2 2022Q3 20236
OPTIMUM INVESTMENT ADVISORS 660.00%0.01%0.03%Q1 2020Q2 20216
US FINANCIAL ADVISORS, LLC 660.03%1.11%1.96%Q4 2014Q1 20166
FLAGSHIP HARBOR ADVISORS, LLC 320.00%0.06%0.14%Q4 2019Q3 20215
DEUTSCHE BANK AG\ 550.00%0.00%0.00%Q4 2013Q4 20145
HARVEST GROUP WEALTH MANAGEMENT, LLC 552.08%2.19%2.37%Q1 2022Q1 20235
RAYMOND JAMES TRUST N.A. 410.01%0.02%0.02%Q2 2019Q3 20235
RFG Advisory, LLC 550.03%0.07%0.16%Q2 2022Q2 20235
Concord Wealth Partners 410.01%0.02%0.03%Q2 2022Q3 20235
Stonebridge Financial Planning Group, LLC 550.02%0.02%0.02%Q4 2020Q4 20215
Northern Capital Management, Inc. 550.44%2.49%3.25%Q3 2022Q3 20235
Laurel Wealth Advisors, Inc. 550.06%0.07%0.09%Q4 2021Q4 20225
LexAurum Advisors, LLC 550.09%0.10%0.10%Q3 2022Q3 20235
SMI Advisory Services, LLC 410.11%0.18%0.32%Q2 2022Q3 20235
Mariner, LLC 550.01%0.02%0.03%Q3 2022Q3 20235
McAdam, LLC 320.03%0.07%0.15%Q2 2022Q3 20235
Interchange Capital Partners, LLC 210.13%0.19%0.28%Q4 2020Q2 20235
Selective Wealth Management, Inc. 550.00%0.03%0.06%Q2 2021Q2 20225
AIRE ADVISORS, LLC 550.24%0.42%0.49%Q3 2022Q3 20235
Merit Financial Group, LLC 550.02%0.03%0.04%Q3 2022Q3 20235
VALLEY NATIONAL ADVISERS INC 550.06%0.34%0.51%Q3 2022Q3 20235
MCF Advisors LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Laidlaw Wealth Management LLC 550.04%0.05%0.05%Q2 2022Q2 20235
PRIVATE TRUST CO NA 550.01%0.01%0.02%Q3 2022Q3 20235
Simplicity Solutions, LLC 550.02%0.13%0.44%Q4 2019Q4 20205
James J. Burns & Company, LLC 550.29%0.66%0.96%Q3 2022Q3 20235
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 550.13%0.20%0.22%Q3 2022Q3 20235
Larson Financial Group LLC 550.00%0.00%0.00%Q2 2021Q2 20225
Carnegie Capital Asset Management, LLC 550.01%0.02%0.03%Q3 2022Q3 20235
WILLNER & HELLER, LLC 550.60%0.62%0.64%Q4 2021Q4 20225
Brinker Capital Investments, LLC 550.02%0.02%0.02%Q4 2021Q4 20225
MGO ONE SEVEN LLC 550.28%0.59%1.49%Q3 2022Q3 20235
Ridgewood Investments LLC 550.21%0.24%0.29%Q3 2022Q3 20235
McKinley Carter Wealth Services, Inc. 550.06%0.46%0.74%Q3 2022Q3 20235
Systelligence, LLC 550.51%2.02%2.98%Q4 2019Q4 20205
MANUFACTURERS LIFE INSURANCE COMPANY, THE 550.00%0.00%0.00%Q4 2013Q4 20145
Renaissance Technologies 320.00%0.00%0.00%Q4 2021Q3 20235
Resource Management, LLC 550.03%0.04%0.06%Q3 2020Q3 20215
Hilltop Holdings Inc. 550.07%0.10%0.12%Q3 2022Q3 20235
Prospera Financial Services Inc 210.00%0.01%0.03%Q3 2020Q3 20235
MV CAPITAL MANAGEMENT, INC. 550.00%0.00%0.00%Q4 2014Q4 20155
HF Advisory Group, LLC 440.34%0.38%0.43%Q4 2022Q3 20234
DDFG, Inc 440.34%0.38%0.44%Q4 2022Q3 20234
Madison Wealth Partners, Inc 440.19%0.23%0.26%Q4 2022Q3 20234
LEVEL FOUR FINANCIAL, LLC 440.10%0.10%0.10%Q4 2020Q3 20214
COLONY GROUP LLC 440.01%0.01%0.01%Q4 2021Q3 20224
CALTON & ASSOCIATES, INC. 220.08%0.24%0.41%Q3 2019Q1 20214
Whitaker-Myers Wealth Managers, LTD. 440.65%0.69%0.74%Q4 2022Q3 20234
FLOW TRADERS U.S. LLC 220.02%0.16%0.53%Q1 2021Q2 20224
CIBC WORLD MARKET INC. 310.00%0.00%0.00%Q4 2020Q4 20214
Connecticut Wealth Management, LLC 440.03%0.04%0.04%Q2 2019Q1 20204
Almanack Investment Partners, LLC. 210.02%0.60%0.84%Q3 2020Q1 20224
TRANSCEND CAPITAL ADVISORS, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Csenge Advisory Group 440.03%0.04%0.05%Q1 2021Q4 20214
PSI Advisors, LLC 310.00%0.01%0.02%Q4 2019Q1 20224
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 440.04%0.11%0.19%Q4 2022Q3 20234
OneDigital Investment Advisors LLC 440.03%0.05%0.08%Q2 2020Q1 20214
OLD MISSION CAPITAL LLC 220.01%0.06%0.11%Q1 2021Q2 20224
ProVise Management Group, LLC 310.02%0.02%0.02%Q4 2020Q4 20214
Wolf Group Capital Advisors 441.87%2.00%2.08%Q4 2022Q3 20234
TOWNSQUARE CAPITAL LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Financial Freedom, LLC 441.00%1.63%1.96%Q4 2022Q3 20234
Surevest, LLC 440.03%0.51%0.69%Q4 2021Q3 20224
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 440.17%0.34%0.58%Q4 2021Q3 20224
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
OPPENHEIMER & CO INC 310.02%0.10%0.15%Q4 2021Q3 20234
FORTE CAPITAL LLC /ADV 441.84%2.25%2.42%Q4 2022Q3 20234
Davis Investment Partners, LLC 440.19%0.19%0.19%Q4 2022Q3 20234
Asset Allocation Strategies LLC 440.68%0.77%1.05%Q4 2022Q3 20234
CALIBER WEALTH MANAGEMENT, LLC 441.42%1.87%2.60%Q4 2020Q3 20214
NATIONAL BANK OF CANADA /FI/ 440.00%0.00%0.00%Q4 2022Q3 20234
Partnervest Advisory Services LLC 440.01%0.01%0.02%Q2 2013Q1 20144
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Baystate Wealth Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
PALLADIUM PARTNERS LLC 210.00%0.00%0.00%Q2 2013Q1 20143
Redhawk Wealth Advisors, Inc. 330.32%2.33%3.34%Q3 2021Q1 20223
DFPG INVESTMENTS, LLC 330.09%0.13%0.21%Q1 2023Q3 20233
Leelyn Smith, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
RiverTree Advisors, LLC 330.22%2.37%4.12%Q4 2020Q2 20213
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 210.03%0.38%1.08%Q1 2022Q3 20233
AdvisorShares Investments LLC 332.28%9.23%15.29%Q3 2020Q1 20213
Intelligence Driven Advisers, LLC 330.12%0.27%0.36%Q4 2018Q2 20193
SILVER OAK SECURITIES, INCORPORATED 210.06%0.07%0.08%Q3 2022Q3 20233
Cornerstone Planning Group LLC 213.75%4.49%5.05%Q4 2022Q3 20233
GeoWealth Management, LLC 210.03%0.10%0.24%Q1 2022Q4 20223
U.S. Capital Wealth Advisors, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
Empowered Funds, LLC 210.62%1.45%3.01%Q4 2019Q4 20213
PATRON PARTNERS, LLC 330.16%0.16%0.16%Q1 2023Q3 20233
Granite Investment Partners, LLC 110.01%0.01%0.01%Q1 2019Q4 20213
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q4 2017Q1 20193
AlphaStar Capital Management, LLC 330.02%0.02%0.03%Q3 2021Q1 20223
DAGCO, INC. 330.15%0.16%0.16%Q1 2022Q3 20223
Rehmann Capital Advisory Group 210.00%0.00%0.01%Q3 2018Q2 20193
Element Wealth, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Parkside Investments, LLC 330.07%0.10%0.11%Q3 2019Q1 20203
PINNACLE FINANCIAL PARTNERS INC 330.01%0.01%0.01%Q1 2023Q3 20233
Integrated Wealth Concepts LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Wealthspire Advisors, L.P. 330.01%0.01%0.02%Q4 2015Q2 20163
PCA Investment Advisory Services Inc. 331.21%1.27%1.36%Q1 2023Q3 20233
Janney Montgomery Scott LLC 210.00%0.00%0.01%Q4 2021Q3 20233
Cape Investment Advisory, Inc. 330.40%0.43%0.45%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.08%0.12%0.15%Q1 2023Q3 20233
Allworth Financial LP 330.00%0.01%0.02%Q1 2023Q3 20233
Wealthcare Advisory Partners LLC 330.03%0.03%0.03%Q4 2020Q2 20213
Nordwand Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Capital Investment Advisory Services, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
MARINER INDEPENDENT ADVISOR NETWORK, LLC 330.04%0.05%0.06%Q1 2022Q3 20223
National Wealth Management Group, LLC 330.29%0.74%0.98%Q4 2021Q2 20223
LIBERTY WEALTH MANAGEMENT LLC 330.04%0.06%0.07%Q1 2023Q3 20233
Marmo Financial Group, LLC 3310.68%11.03%11.32%Q1 2023Q3 20233
Carroll Financial Associates, Inc. 220.01%0.01%0.01%Q3 2015Q4 20152
Global Wealth Management Investment Advisory, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
Triumph Capital Management 220.51%0.57%0.63%Q2 2021Q3 20212
Cornerstone Wealth Management, LLC 220.00%0.00%0.01%Q2 2018Q3 20182
SG Americas Securities, LLC 110.00%0.00%0.00%Q2 2016Q4 20182
Valley Brook Capital Group, Inc. 220.02%0.02%0.02%Q4 2020Q1 20212
Pinnacle Family Advisors, LLC 221.46%2.35%3.25%Q2 2020Q3 20202
CGC Financial Services, LLC 220.33%0.33%0.33%Q2 2023Q3 20232
Herold Advisors, Inc. 220.08%0.08%0.08%Q3 2021Q4 20212
Mount Yale Investment Advisors, LLC 110.02%0.04%0.05%Q4 2021Q4 20222
Swaine & Leidel Wealth Services, LLC 111.70%1.86%2.03%Q1 2021Q1 20222
CARDIFF PARK ADVISORS, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Aveo Capital Partners, LLC 110.22%0.43%0.64%Q4 2019Q3 20202
LEVEL FOUR ADVISORY SERVICES, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
BROWN BROTHERS HARRIMAN & CO 220.00%0.00%0.00%Q2 2023Q3 20232
Dorsey Wright & Associates 228.50%9.10%9.70%Q3 2020Q4 20202
Meridian Wealth Management, LLC 220.22%0.23%0.24%Q3 2019Q4 20192
Owen LaRue, LLC 220.26%0.26%0.26%Q4 2022Q1 20232
Cerity Partners LLC 220.00%0.00%0.00%Q1 2022Q2 20222
WMG Financial Advisors, LLC 220.24%0.27%0.29%Q4 2021Q1 20222
Kaizen Financial Strategies 220.20%0.21%0.22%Q2 2023Q3 20232
WEALTHSOURCE PARTNERS, LLC 110.04%0.06%0.07%Q4 2019Q1 20212
MID CONTINENT CAPITAL LLC/IL 220.01%0.03%0.05%Q2 2015Q3 20152
FC Advisory LLC 110.08%0.08%0.08%Q2 2023Q4 20232
HM PAYSON & CO 220.00%0.00%0.00%Q3 2020Q4 20202
Cooper Financial Group 220.23%0.26%0.29%Q1 2021Q2 20212
Pacific Wealth Management 220.58%0.61%0.64%Q4 2020Q1 20212
Cornerstone Financial Partners, LLC 220.08%0.09%0.10%Q1 2017Q2 20172
Hennion & Walsh Asset Management, Inc. 220.01%0.06%0.11%Q1 2021Q2 20212
Advisory Alpha, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Sound Income Strategies, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
MTM Investment Management, LLC 220.33%0.43%0.52%Q4 2020Q1 20212
ASSET MANAGEMENT CORP /IL/ /ADV 220.18%0.18%0.19%Q4 2022Q1 20232
Koshinski Asset Management, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110.03%0.06%0.09%Q4 2022Q2 20232
Mendota Financial Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SEI INVESTMENTS CO 220.00%0.00%0.00%Q1 2018Q2 20182
WATERSHED PRIVATE WEALTH LLC 220.16%0.19%0.22%Q2 2023Q3 20232
CreativeOne Wealth, LLC 220.02%0.03%0.04%Q4 2021Q1 20222
Ameritas Investment Company, LLC 110.01%0.04%0.08%Q1 2021Q3 20212
Second Half Financial Partners, LLC 222.03%2.03%2.03%Q1 2022Q2 20222
Signator Financial Services, Inc. 220.09%0.09%0.09%Q2 2013Q3 20132
Realta Investment Advisors 220.00%0.00%0.00%Q2 2023Q3 20232
CAPTRUST FINANCIAL ADVISORS 220.00%0.00%0.00%Q2 2020Q3 20202
Alpha Cubed Investments, LLC 220.03%0.03%0.04%Q3 2017Q4 20172
Cosner Financial Group, LLC 226.10%6.75%7.40%Q2 2023Q3 20232
Russell Investments Group, Ltd. 220.00%0.00%0.00%Q2 2023Q3 20232
Camarda Financial Advisors, LLC 220.00%0.17%0.35%Q2 2013Q3 20132
Colonial River Wealth Management, LLC 111.57%1.57%1.57%Q3 2021Q3 20211
LFS ASSET MANAGEMENT 110.17%0.17%0.17%Q2 2022Q2 20221
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Engrave Wealth Partners LLC 110.62%0.62%0.62%Q3 2020Q3 20201
BEDEL FINANCIAL CONSULTING INC 110.92%0.92%0.92%Q3 2023Q3 20231
DAVENPORT & Co LLC 110.01%0.01%0.01%Q1 2021Q1 20211
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
MARIPAU WEALTH MANAGEMENT LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Altshuler Shaham Ltd 110.00%0.00%0.00%Q2 2018Q2 20181
John W. Brooker & Co., CPAs 110.05%0.05%0.05%Q3 2022Q3 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Ipsen Advisor Group LLC 114.00%4.00%4.00%Q4 2022Q4 20221
Mayfair Advisory Group, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Spotlight Asset Group, Inc. 110.23%0.23%0.23%Q3 2020Q3 20201
Dentgroup LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
KPP Advisory Services LLC 110.09%0.09%0.09%Q3 2023Q3 20231
WFA of San Diego, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
Blue Sky Asset Management, LLC 110.77%0.77%0.77%Q4 2019Q4 20191
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q3 2023Q3 20231
Addison Advisors LLC 110.16%0.16%0.16%Q2 2022Q2 20221
NIEMANN CAPITAL MANAGEMENT INC 110.59%0.59%0.59%Q2 2020Q2 20201
Echo45 Advisors LLC 110.43%0.43%0.43%Q4 2022Q4 20221
Prime Capital Investment Advisors, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
FNY Investment Advisers, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Ignite Planners, LLC 110.26%0.26%0.26%Q3 2023Q3 20231
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
WBI INVESTMENTS, LLC 110.14%0.14%0.14%Q3 2018Q3 20181
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Pointe Capital Management LLC 110.43%0.43%0.43%Q4 2016Q4 20161
Signify Wealth 114.59%4.59%4.59%Q4 2021Q4 20211
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Trinity Wealth Management, LLC 110.44%0.44%0.44%Q1 2021Q1 20211
LifePro Asset Management 110.08%0.08%0.08%Q1 2022Q1 20221
Stratos Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Rinkey Investments 110.01%0.01%0.01%Q4 2021Q4 20211
Employees' Retirement Fund of the City of Fort Worth 111.55%1.55%1.55%Q3 2023Q3 20231
SHEETS SMITH WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
American Trust 110.09%0.09%0.09%Q1 2023Q1 20231
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Noven Financial Group, Inc. 112.68%2.68%2.68%Q1 2014Q1 20141
TOEWS CORP /ADV 110.25%0.25%0.25%Q4 2010Q4 20101
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Legacy Financial Strategies, LLC 110.39%0.39%0.39%Q4 2019Q4 20191
Bruderman Asset Management, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
WealthPLAN Partners, LLC 110.06%0.06%0.06%Q2 2019Q2 20191
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Arden Trust Co 110.25%0.25%0.25%Q4 2023Q4 20231
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2015Q2 20151
Legacy Wealth Management, Inc 110.02%0.02%0.02%Q4 2016Q4 20161
TFG Advisers LLC 110.03%0.03%0.03%Q4 2019Q4 20191
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Horizon Family Wealth, Inc. 111.20%1.20%1.20%Q3 2023Q3 20231
People's United Financial, Inc. 110.00%0.00%0.00%Q2 2013Q2 20131
DRW Securities, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
CMC Financial Group 111.64%1.64%1.64%Q4 2021Q4 20211
Fulcrum Equity Management 110.82%0.82%0.82%Q2 2020Q2 20201
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Stratos Wealth Partners, LTD. 110.01%0.01%0.01%Q4 2021Q4 20211
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Dynamic Advisor Solutions LLC 110.03%0.03%0.03%Q1 2023Q1 20231
First Bank & Trust 110.00%0.00%0.00%Q1 2017Q1 20171
Vestmark Advisory Solutions, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
HRT FINANCIAL LP 110.17%0.17%0.17%Q2 2015Q2 20151
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q1 2022Q1 20221
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
IFS Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Jackson Square Partners, LLC 110.08%0.08%0.08%Q3 2022Q3 20221
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2023Q4 20231
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FormulaFolio Investments, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
M&R CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2023Q4 20231
Tyler-Stone Wealth Management 110.01%0.01%0.01%Q3 2023Q3 20231
Oak Asset Management, LLC 110.87%0.87%0.87%Q2 2022Q2 20221
TUCKER ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Brightworth 110.11%0.11%0.11%Q2 2022Q2 20221
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
External links

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