ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Tortoise Investment Management, LLC 43430.01%0.11%0.87%Q1 2013Q3 202343
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
ALESCO ADVISORS LLC 42420.14%0.22%0.56%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
Focused Wealth Management, Inc 41410.01%0.03%0.16%Q3 2013Q3 202341
ARROW FINANCIAL CORP 40400.18%0.88%1.40%Q4 2013Q3 202340
Private Advisor Group, LLC 22170.00%0.02%0.06%Q4 2013Q3 202339
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
ENVESTNET ASSET MANAGEMENT INC 35350.00%0.00%0.01%Q1 2015Q3 202335
AllSquare Wealth Management LLC 25100.21%0.55%1.46%Q4 2014Q3 202335
Betterment LLC 2680.00%0.02%0.08%Q4 2014Q3 202334
North Star Investment Management Corp. 34340.05%0.07%0.09%Q2 2015Q3 202334
Eagle Ridge Investment Management 33330.12%0.22%0.32%Q3 2015Q3 202333
JANE STREET GROUP, LLC 1310.00%0.01%0.04%Q1 2014Q3 202333
JPMORGAN CHASE & CO 32320.00%0.00%0.00%Q4 2015Q3 202332
CAPRIN ASSET MANAGEMENT LLC /ADV 29290.44%1.76%27.32%Q4 2015Q4 202229
Creative Planning 29290.00%0.02%0.03%Q3 2016Q3 202329
STIFEL FINANCIAL CORP 28280.00%0.00%0.00%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.01%0.08%0.65%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.03%Q2 2013Q4 201927
Mariner, LLC 2250.00%0.01%0.02%Q4 2016Q3 202327
Israel Discount Bank of New York 1790.13%0.78%2.66%Q1 2017Q3 202326
WEALTHCARE CAPITAL MANAGEMENT LLC 2510.02%0.02%0.03%Q1 2014Q1 202126
Bouchey Financial Group Ltd 2060.59%1.08%1.40%Q2 2014Q4 202126
HighTower Advisors, LLC 26260.00%0.00%0.01%Q2 2017Q3 202326
Global Retirement Partners, LLC 1770.00%0.00%0.01%Q3 2017Q3 202324
MML INVESTORS SERVICES, LLC 2130.00%0.01%0.02%Q3 2017Q3 202324
THOMPSON SIEGEL & WALMSLEY LLC 24240.00%0.00%0.01%Q2 2016Q1 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Baker Avenue Asset Management, LP 1940.01%0.02%0.04%Q4 2017Q3 202323
Belpointe Asset Management LLC 1660.01%0.05%0.12%Q3 2017Q1 202322
Bank of New York Mellon Corp 22220.00%0.00%0.00%Q2 2018Q3 202322
Covington Capital Management 21210.00%0.01%0.01%Q3 2017Q3 202221
Chicago Partners Investment Group LLC 1050.02%0.06%0.12%Q4 2014Q3 202321
W.G. Shaheen & Associates DBA Whitney & Co 1920.01%0.15%0.30%Q1 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Citizens Business Bank 21210.04%0.06%0.14%Q3 2018Q3 202321
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q2 2013Q3 202321
Rockefeller Capital Management L.P. 20200.00%0.00%0.00%Q1 2018Q4 202220
OneDigital Investment Advisors LLC 20200.01%0.03%0.07%Q4 2018Q3 202320
FMR LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
American Portfolios Advisors 20200.02%0.03%0.06%Q4 2017Q3 202220
ASSETMARK, INC 20200.00%0.01%0.01%Q4 2018Q3 202320
DEUTSCHE BANK AG\ 20200.00%0.00%0.00%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Chesley Taft & Associates LLC 1910.01%0.02%0.03%Q3 2016Q4 202120
MISSION WEALTH MANAGEMENT, LP 1010.04%0.07%0.10%Q2 2016Q3 202220
ROCKEFELLER FINANCIAL SERVICES INC 19190.00%0.00%0.00%Q2 2013Q4 201719
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Capital Analysts, LLC 19190.01%0.01%0.01%Q1 2019Q3 202319
LAZARD ASSET MANAGEMENT LLC 1620.00%0.00%0.00%Q3 2016Q3 202218
MERCER GLOBAL ADVISORS INC /ADV 18180.00%0.01%0.02%Q2 2019Q3 202318
FLC Capital Advisors 18180.06%0.08%0.11%Q1 2019Q2 202318
Guidance Point Advisors, LLC 17170.08%0.11%0.14%Q4 2018Q4 202217
BAILARD, INC. 830.01%0.03%0.08%Q1 2015Q3 202317
NBT BANK N A /NY 17170.13%0.37%1.33%Q3 2019Q3 202317
Manning & Napier Group, LLC 17170.00%0.01%0.05%Q4 2018Q4 202217
Arden Trust Co 16160.04%0.05%0.07%Q2 2019Q1 202316
Commonwealth Equity Services, Inc 16160.00%0.00%0.01%Q4 2013Q3 201716
Patten Group, Inc. 1510.01%0.02%0.02%Q4 2014Q4 201816
Raymond James Financial Services Advisors, Inc. 1010.00%0.00%0.01%Q1 2016Q3 202316
FMA ADVISORY INC 1510.09%0.14%0.19%Q1 2017Q1 202116
Tidal Investments LLC 16160.01%0.06%0.23%Q2 2019Q1 202316
MSI Financial Services Inc 15150.01%0.03%0.04%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
ST GERMAIN D J CO INC 1230.00%0.07%0.10%Q1 2020Q4 202315
Wealth Alliance 15150.04%0.07%0.13%Q1 2020Q3 202315
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 730.11%0.16%0.22%Q2 2019Q3 202315
IFP Advisors, Inc 810.00%0.00%0.00%Q4 2015Q2 202115
AVANTAX ADVISORY SERVICES, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.02%Q2 2016Q4 201915
Ackerman Capital Advisors, LLC 14140.06%0.09%0.16%Q2 2020Q3 202314
PROFFITT & GOODSON INC 14140.01%0.06%0.20%Q2 2020Q3 202314
CAPTRUST FINANCIAL ADVISORS 1040.00%0.00%0.01%Q1 2020Q3 202314
Midwest Professional Planners, LTD. 14140.12%1.79%2.86%Q4 2017Q1 202114
BlackRock Inc. 1310.00%0.00%0.00%Q1 2017Q1 202214
BlackRock Investment Management, LLC 13130.00%0.00%0.00%Q4 2013Q4 201613
RAYMOND JAMES & ASSOCIATES 810.00%0.00%0.00%Q1 2020Q3 202313
Joseph P. Lucia & Associates, LLC 760.06%0.16%0.23%Q1 2019Q2 202213
Guidant Wealth Advisors 13130.03%0.06%0.09%Q3 2016Q3 201913
MIRSKY FINANCIAL MANAGEMENT CORP. 13130.23%0.68%1.20%Q4 2018Q4 202113
WEDBUSH SECURITIES INC 13130.02%0.02%0.03%Q3 2019Q3 202213
Crestwood Advisors Group, LLC 1210.01%0.01%0.02%Q1 2017Q1 202213
ATLAS CAPITAL ADVISORS LLC 1110.00%0.04%0.10%Q1 2018Q3 202313
GOLDMAN SACHS GROUP INC 910.00%0.00%0.00%Q4 2013Q3 202312
Fisher Asset Management, LLC 12120.00%0.00%0.00%Q2 2020Q1 202312
B. Riley Financial, Inc. 12120.41%0.66%1.06%Q4 2015Q3 201812
HOWE & RUSLING INC 920.00%0.01%0.02%Q2 2013Q4 202011
Bell Rock Capital LLC 810.24%0.41%0.65%Q4 2018Q3 202211
Equitable Holdings, Inc. 11110.00%0.02%0.02%Q2 2020Q4 202211
Virtu KCG Holdings LLC 410.00%0.01%0.03%Q3 2013Q1 201710
Silver Lake Advisory, LLC 10100.15%0.18%0.19%Q2 2016Q3 201810
WealthPLAN Partners, LLC 820.02%0.03%0.04%Q2 2020Q2 202310
RELIANCE TRUST CO OF DELAWARE 910.03%0.04%0.05%Q3 2016Q1 201910
Miracle Mile Advisors, LLC 420.01%0.18%0.48%Q2 2019Q3 202310
Biltmore Family Office, LLC 10100.16%0.21%0.26%Q4 2017Q1 202010
Cambridge Investment Research Advisors, Inc. 10100.00%0.00%0.01%Q2 2021Q3 202310
ALLIANCEBERNSTEIN L.P. 730.00%0.00%0.00%Q1 2020Q3 202310
Cetera Investment Advisers 640.02%0.07%0.15%Q2 2017Q3 202310
OPPENHEIMER & CO INC 910.01%0.01%0.02%Q1 2017Q1 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.02%0.02%Q2 2018Q3 202010
1st Global Advisors, Inc. 990.04%0.04%0.05%Q1 2014Q1 20169
BARCLAYS PLC 990.00%0.00%0.00%Q2 2013Q2 20159
FLAGSTAR ADVISORS INC 990.14%0.22%0.28%Q3 2021Q3 20239
Kestra Advisory Services, LLC 990.00%0.01%0.01%Q3 2020Q3 20229
Citadel Advisors 210.00%0.00%0.00%Q3 2018Q3 20239
Independent Wealth Network Inc. 990.28%0.32%0.35%Q3 2021Q3 20239
Laidlaw Group, LLC 990.20%0.23%0.25%Q2 2013Q2 20159
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 810.34%0.46%0.56%Q4 2020Q1 20239
Starfire Investment Advisers, Inc. 630.18%0.27%0.37%Q1 2016Q3 20189
MERITAGE PORTFOLIO MANAGEMENT 990.02%0.02%0.03%Q2 2020Q2 20229
WNY Asset Management, LLC 810.07%0.09%0.15%Q4 2020Q3 20239
AMERICAN INTERNATIONAL GROUP, INC. 720.00%0.00%0.00%Q2 2013Q1 20169
Barrett Asset Management, LLC 880.00%0.02%0.03%Q4 2019Q3 20218
Carmichael Hill & Associates, Inc. 880.02%0.02%0.03%Q2 2020Q1 20228
Whitegate Investment Counselors, Inc. 620.71%1.30%2.20%Q3 2019Q3 20238
BROWN BROTHERS HARRIMAN & CO 880.00%0.00%0.00%Q1 2016Q4 20178
First Affirmative Financial Network 440.19%0.23%0.27%Q3 2021Q4 20238
ROPES WEALTH ADVISORS LLC 880.00%0.00%0.01%Q1 2019Q4 20208
Personal Capital Advisors Corp 880.00%0.00%0.00%Q2 2020Q1 20228
ETFIDEA, LLC 880.71%0.86%0.99%Q4 2021Q3 20238
Vectors Research Management, LLC 880.01%0.01%0.02%Q3 2020Q2 20228
Carl P. Sherr & Co., LLC 880.18%0.22%0.27%Q4 2020Q3 20228
Conrad Siegel Investment Advisors, Inc. 880.53%0.90%1.08%Q4 2021Q3 20238
Patriot Financial Group Insurance Agency, LLC 880.01%0.01%0.02%Q3 2020Q2 20228
Magnus Financial Group LLC 880.09%0.32%0.87%Q4 2021Q3 20238
Rockbridge Investment Management, LCC 770.02%0.03%0.04%Q2 2020Q4 20217
BALDWIN BROTHERS LLC/MA 770.00%0.01%0.01%Q1 2016Q3 20177
FLOW TRADERS U.S. LLC 210.02%0.07%0.17%Q4 2020Q2 20237
Placemark Investments, Inc. 770.00%0.00%0.01%Q2 2013Q4 20147
Cetera Advisor Networks LLC 610.00%0.01%0.01%Q2 2020Q3 20237
OLD MISSION CAPITAL LLC 310.01%0.02%0.04%Q1 2021Q3 20237
Mayflower Financial Advisors, LLC 770.03%0.03%0.04%Q4 2020Q2 20227
Spire Wealth Management 770.00%0.01%0.01%Q1 2021Q3 20227
LINCOLN NATIONAL CORP 770.01%0.01%0.01%Q4 2020Q2 20227
WealthOne, LLC 520.14%0.17%0.23%Q4 2018Q3 20207
Revolve Wealth Partners, LLC 430.07%0.19%0.35%Q4 2021Q3 20237
DOWLING & YAHNKE LLC 770.01%0.02%0.02%Q3 2020Q1 20227
RWA WEALTH PARTNERS, LLC 420.00%0.20%0.36%Q1 2018Q3 20236
Sterling Investment Counsel, LLC 510.26%0.57%1.21%Q1 2022Q3 20236
Asset Dedication, LLC 660.02%0.03%0.05%Q4 2020Q1 20226
NEXT Financial Group, Inc 660.00%0.00%0.01%Q3 2020Q4 20216
McNamara Financial Services, Inc. 660.23%0.25%0.26%Q2 2022Q3 20236
Rise Advisors, LLC 660.04%0.05%0.06%Q4 2021Q1 20236
Neuberger Berman Group LLC 660.00%0.00%0.00%Q1 2021Q2 20226
QCI ASSET MANAGEMENT INC/NY 660.03%0.12%0.37%Q2 2020Q3 20216
Joel Isaacson & Co., LLC 510.01%0.03%0.05%Q1 2015Q3 20216
EP Wealth Advisors, LLC 410.00%0.00%0.01%Q4 2020Q3 20236
CONDOR CAPITAL MANAGEMENT 660.04%0.05%0.05%Q4 2018Q1 20206
Level Financial Advisors 660.11%0.62%0.87%Q2 2022Q3 20236
Atlas Private Wealth Management, LLC 660.10%0.12%0.14%Q4 2019Q1 20216
M&T BANK CORP 660.01%0.01%0.01%Q2 2021Q3 20226
Community Bank, N.A. 660.02%0.04%0.06%Q2 2020Q3 20216
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
HSBC HOLDINGS PLC 660.00%0.01%0.02%Q2 2022Q3 20236
B. Riley Wealth Management, Inc. 660.11%0.17%0.23%Q4 2018Q1 20206
Allworth Financial LP 550.01%0.01%0.02%Q3 2022Q3 20235
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 320.00%0.00%0.00%Q1 2017Q3 20215
James J. Burns & Company, LLC 551.04%1.33%1.57%Q3 2022Q3 20235
Gupta Wealth Management LLC 550.01%0.01%0.01%Q1 2015Q1 20165
Bartlett & Co. LLC 310.00%0.00%0.00%Q4 2018Q3 20205
Corbenic Partners LLC 550.01%0.01%0.02%Q1 2021Q1 20225
SOA Wealth Advisors, LLC. 550.01%0.03%0.09%Q3 2022Q3 20235
Atria Wealth Solutions, Inc. 550.01%0.01%0.02%Q3 2022Q3 20235
Fusion Family Wealth LLC 440.00%0.02%0.06%Q4 2016Q3 20174
RELIANCE TRUST CO 440.20%0.23%0.25%Q1 2014Q4 20144
Merriman Wealth Management, LLC 440.06%0.07%0.07%Q4 2022Q3 20234
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 440.01%0.01%0.01%Q2 2017Q1 20184
WHITTIER TRUST CO OF NEVADA INC 440.00%0.00%0.00%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
MYECFO, LLC 440.64%0.81%0.96%Q4 2022Q3 20234
MBL Wealth, LLC 220.04%0.06%0.08%Q4 2020Q3 20234
Edgewood Management 440.00%0.00%0.00%Q2 2019Q1 20204
Breakwater Capital Group 440.14%0.23%0.28%Q4 2022Q3 20234
Kades & Cheifetz LLC 440.38%0.42%0.44%Q4 2022Q3 20234
KING LUTHER CAPITAL MANAGEMENT CORP 440.00%0.00%0.00%Q4 2022Q3 20234
TOCQUEVILLE ASSET MANAGEMENT L.P. 440.00%0.00%0.01%Q1 2022Q4 20224
Opal Wealth Advisors, LLC 310.76%2.32%4.80%Q4 2021Q4 20224
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Advisory Services Network, LLC 210.00%0.00%0.01%Q4 2019Q1 20233
AJ WEALTH STRATEGIES, LLC 330.03%0.03%0.03%Q4 2022Q2 20233
King Wealth Management Group 210.05%0.06%0.06%Q3 2019Q3 20203
Perennial Advisors, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
PARK AVENUE SECURITIES LLC 210.01%0.01%0.01%Q1 2019Q4 20193
TRUST CO OF VIRGINIA /VA 210.02%0.02%0.03%Q4 2021Q3 20223
Clear Harbor Asset Management, LLC 210.00%0.00%0.00%Q2 2013Q2 20143
Blue Zone Wealth Advisors, LLC 330.17%0.25%0.35%Q4 2019Q2 20203
DAVIDSON INVESTMENT ADVISORS 330.01%0.02%0.04%Q1 2023Q3 20233
WealthShield Partners, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Knott David M Jr 330.01%0.01%0.01%Q4 2022Q2 20233
VALICENTI ADVISORY SERVICES INC 330.11%0.11%0.12%Q1 2023Q3 20233
Orion Portfolio Solutions, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Berkshire Money Management, Inc. 210.06%0.07%0.07%Q4 2014Q3 20153
Values Added Financial LLC 220.33%0.35%0.36%Q2 2023Q3 20232
TIAA, FSB 220.01%0.01%0.01%Q1 2023Q2 20232
High Falls Advisors, Inc 220.08%0.08%0.08%Q4 2021Q1 20222
Princeton Global Asset Management LLC 220.14%0.17%0.21%Q1 2020Q2 20202
Fort Point Capital Partners LLC 220.20%0.20%0.21%Q2 2016Q3 20162
SUTTON PLACE INVESTORS LLC 110.46%0.71%0.97%Q4 2021Q2 20232
Wedmont Private Capital 220.16%0.17%0.18%Q2 2023Q3 20232
Insight Advisors, LLC/ PA 220.07%0.07%0.07%Q3 2021Q4 20212
Trilogy Capital Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
CWM, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Wealthcare Advisory Partners LLC 220.00%0.00%0.00%Q4 2019Q1 20202
St. James Investment Advisors, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
FIFTH THIRD BANCORP 220.00%0.00%0.00%Q2 2013Q3 20132
FAIRFIELD, BUSH & CO. 110.01%0.01%0.02%Q2 2022Q2 20232
Facet Wealth, Inc. 220.33%0.33%0.33%Q2 2023Q3 20232
Armbruster Capital Management, Inc. 220.13%0.66%1.19%Q4 2021Q1 20222
Freedom Investment Management, Inc. 220.02%0.02%0.02%Q4 2019Q1 20202
Boston Standard Wealth Management, LLC 220.08%0.08%0.08%Q3 2023Q4 20232
Frisch Financial Group, Inc. 220.19%0.21%0.23%Q4 2019Q1 20202
Steinberg Global Asset Management 220.06%0.06%0.06%Q2 2013Q3 20132
ELEVATUS WELATH MANAGEMENT 220.28%0.31%0.35%Q2 2023Q3 20232
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.02%0.02%0.02%Q2 2021Q3 20212
Jane Street Holding, LLC 110.04%0.08%0.11%Q2 2013Q4 20132
Allspring Global Investments Holdings, LLC 110.00%0.03%0.06%Q3 2022Q2 20232
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 220.00%0.01%0.02%Q4 2022Q1 20232
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q1 2013Q1 20142
FIRST NATIONAL CORP /MA/ /ADV 220.08%0.12%0.16%Q4 2019Q1 20202
Parallel Advisors, LLC 110.00%0.00%0.00%Q1 2021Q3 20232
Northeast Financial Group, Inc. 220.63%0.66%0.69%Q2 2023Q3 20232
Partnervest Advisory Services LLC 220.03%0.03%0.03%Q2 2013Q3 20132
BLUESTEIN R H & CO LLC 220.09%0.09%0.09%Q2 2022Q3 20222
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
Family Management Corp 110.20%0.20%0.20%Q4 2018Q4 20181
Portfolio Strategies, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
TIAA TRUST, NATIONAL ASSOCIATION 110.35%0.35%0.35%Q3 2023Q3 20231
MIDDLETON & CO INC/MA 110.03%0.03%0.03%Q2 2023Q2 20231
HERITAGE WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Fieldpoint Private Securities, LLC 110.09%0.09%0.09%Q2 2022Q2 20221
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q3 2022Q3 20221
HOWARD WEALTH MANAGEMENT, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
GoalVest Advisory LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Bell Investment Advisors, Inc 110.10%0.10%0.10%Q3 2023Q3 20231
CARDIFF PARK ADVISORS, LLC 110.30%0.30%0.30%Q3 2022Q3 20221
Redhawk Wealth Advisors, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
Schechter Investment Advisors, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
First Heartland Consultants, Inc. 110.00%0.00%0.00%Q2 2013Q2 20131
Bryn Mawr Capital Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Ken Stern & Associates, Inc. 110.10%0.10%0.10%Q4 2016Q4 20161
BESSEMER GROUP INC 110.00%0.00%0.00%Q4 2016Q4 20161
SEVEN MILE ADVISORY 110.24%0.24%0.24%Q2 2023Q2 20231
Tower Research Capital LLC (TRC) 110.01%0.01%0.01%Q4 2013Q4 20131
NexWave Capital Partners LLC 110.36%0.36%0.36%Q4 2020Q4 20201
Lebenthal Global Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ROOSEVELT INVESTMENT GROUP LLC 110.02%0.02%0.02%Q1 2021Q1 20211
RAYMOND JAMES TRUST N.A. 110.03%0.03%0.03%Q2 2018Q2 20181
WIPFLI FINANCIAL ADVISORS LLC, 110.02%0.02%0.02%Q3 2022Q3 20221
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Nemes Rush Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
KCS Wealth Advisory 110.09%0.09%0.09%Q3 2019Q3 20191
Lido Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
WHALEROCK POINT PARTNERS, LLC 110.11%0.11%0.11%Q3 2014Q3 20141
Graticule Asia Macro Advisors LLC 111.02%1.02%1.02%Q1 2017Q1 20171
Baird Financial Group, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Samalin Investment Counsel, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Wealthfront Advisers LLC 110.00%0.00%0.00%Q2 2023Q2 20231
WealthPlan Investment Management, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Oxler Private Wealth LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Pointe Capital Management LLC 110.33%0.33%0.33%Q4 2016Q4 20161
Landmark Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Relyea Zuckerberg Hanson LLC 110.23%0.23%0.23%Q2 2023Q2 20231
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Source Financial Advisors LLC 110.27%0.27%0.27%Q4 2020Q4 20201
CNB Bank 110.06%0.06%0.06%Q3 2023Q3 20231
ALTFEST L J & CO INC 110.08%0.08%0.08%Q3 2023Q3 20231
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
Lenox Wealth Management, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
COLONY GROUP LLC 110.02%0.02%0.02%Q3 2016Q3 20161
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Cerity Partners LLC 110.00%0.00%0.00%Q3 2023Q3 20231
External links

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