ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.02%0.05%Q1 2012Q3 202346
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.08%Q2 2013Q3 202344
SCOTIA CAPITAL INC. 42420.00%0.04%0.09%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.02%0.05%0.10%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.12%0.21%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.02%0.07%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.01%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.00%0.00%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.01%0.02%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.04%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.02%Q2 2013Q3 202342
SCHRODER INVESTMENT MANAGEMENT GROUP 3470.00%0.01%0.11%Q2 2013Q3 202341
ASSETMARK, INC 41410.00%0.07%0.19%Q3 2013Q3 202341
Janney Montgomery Scott LLC 41410.02%0.07%0.12%Q3 2013Q3 202341
MANUFACTURERS LIFE INSURANCE COMPANY, THE 41410.00%0.01%0.04%Q3 2013Q3 202341
Veritable, L.P. 41410.02%0.12%0.17%Q2 2013Q2 202341
BAILARD, INC. 31100.07%0.20%0.38%Q2 2013Q3 202341
US BANCORP \DE\ 3820.00%0.00%0.00%Q2 2013Q3 202340
COMERICA BANK 3910.00%0.03%0.10%Q2 2013Q3 202340
AMERIPRISE FINANCIAL INC 3280.00%0.00%0.01%Q2 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.02%0.26%0.60%Q4 2013Q3 202340
BANK OF MONTREAL /CAN/ 2720.00%0.00%0.00%Q2 2013Q3 202338
Mariner, LLC 3520.03%0.30%2.47%Q4 2013Q3 202337
RAYMOND JAMES & ASSOCIATES 1410.00%0.00%0.01%Q2 2013Q3 202337
UBS Group AG 36360.00%0.01%0.01%Q4 2014Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.00%0.09%0.57%Q4 2014Q3 202336
CITIGROUP INC 3410.00%0.00%0.01%Q2 2013Q1 202336
Creative Planning 1840.00%0.00%0.01%Q3 2013Q3 202336
1832 Asset Management L.P. 3110.00%0.13%0.24%Q1 2014Q3 202336
AllSquare Wealth Management LLC 25100.00%0.00%0.00%Q4 2014Q3 202335
FRANKLIN RESOURCES INC 21140.00%0.01%0.03%Q4 2014Q3 202335
Kistler-Tiffany Companies, LLC 34340.01%0.11%0.38%Q2 2013Q3 202134
COLONY GROUP LLC 3210.00%0.18%1.46%Q4 2014Q3 202334
Raymond James Financial Services Advisors, Inc. 3110.00%0.01%0.04%Q2 2013Q3 202333
PRUDENTIAL PLC 33330.01%0.03%0.10%Q3 2015Q3 202333
Advisory Services Network, LLC 2750.00%0.04%0.20%Q3 2015Q3 202332
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.01%Q3 2013Q3 202331
B. Riley Wealth Advisors, Inc. 2710.00%0.06%0.11%Q1 2014Q3 202331
FIFTH THIRD BANCORP 2910.00%0.48%1.35%Q4 2014Q3 202331
IFP Advisors, Inc 17140.00%0.01%0.03%Q4 2015Q3 202331
QS Investors, LLC 2920.00%0.61%1.83%Q2 2013Q1 202131
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.01%Q1 2014Q3 202330
HighTower Advisors, LLC 2820.00%0.02%0.04%Q1 2015Q3 202330
EFG Asset Management (Americas) Corp. 29290.06%0.24%0.54%Q3 2016Q3 202329
BLAIR WILLIAM & CO/IL 29290.00%0.00%0.02%Q3 2016Q3 202329
Lido Advisors, LLC 29290.01%0.06%0.13%Q3 2016Q3 202329
DEUTSCHE BANK AG\ 2360.00%0.01%0.02%Q3 2013Q3 202329
BlackRock Inc. 2720.00%0.00%0.01%Q2 2013Q3 202329
Parallel Advisors, LLC 28280.00%0.01%0.07%Q4 2016Q3 202328
BigSur Wealth Management LLC 28280.27%0.87%1.96%Q4 2016Q3 202328
Private Advisor Group, LLC 2410.00%0.03%0.09%Q3 2014Q3 202328
M&T BANK CORP 1640.00%0.00%0.01%Q4 2015Q3 202328
STIFEL FINANCIAL CORP 1710.00%0.00%0.01%Q3 2014Q3 202328
BENJAMIN F. EDWARDS & COMPANY, INC. 28280.00%0.01%0.02%Q4 2016Q3 202328
Wealth Architects, LLC 28280.32%2.64%6.11%Q4 2016Q3 202328
STEEL GROVE CAPITAL ADVISORS, LLC 1230.05%1.03%4.00%Q3 2013Q3 202327
SYNOVUS FINANCIAL CORP 17100.00%0.00%0.00%Q2 2013Q2 202027
COUNTRY TRUST BANK 27270.00%0.31%0.42%Q2 2017Q4 202327
MACKENZIE FINANCIAL CORP 1520.00%0.03%0.13%Q1 2016Q3 202327
Ironwood Financial, llc 2340.00%0.01%0.01%Q4 2014Q3 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.03%0.13%Q2 2013Q4 201927
JANE STREET GROUP, LLC 510.00%0.01%0.09%Q1 2014Q3 202327
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 27270.00%0.16%0.44%Q2 2013Q4 201927
Financial Architects, Inc 1830.02%0.07%0.44%Q2 2013Q2 202026
Cambridge Investment Research Advisors, Inc. 26260.00%0.01%0.03%Q2 2017Q3 202326
Geneos Wealth Management Inc. 26260.00%0.00%0.00%Q1 2016Q2 202226
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.00%Q1 2017Q3 202325
Citadel Advisors 410.00%0.00%0.02%Q1 2015Q3 202325
Cutler Group LLC / CA 630.00%0.00%0.00%Q4 2015Q4 202225
Money Design Co.,Ltd. 25250.60%1.10%1.78%Q3 2017Q3 202325
Cerity Partners LLC 2410.00%0.02%0.10%Q1 2017Q2 202325
TRUST CO OF VERMONT 1610.00%0.00%0.01%Q3 2016Q3 202325
Financial Advocates Investment Management 24240.02%0.08%0.18%Q4 2017Q3 202324
Bank of New York Mellon Corp 24240.00%0.00%0.01%Q4 2017Q3 202324
Forefront Analytics, LLC 24242.07%3.94%5.79%Q4 2017Q3 202324
Camelot Portfolios, LLC 24240.15%0.31%0.49%Q2 2013Q1 201924
HANCOCK WHITNEY CORP 24240.03%0.26%0.43%Q4 2017Q3 202324
AXA S.A. 24240.00%0.01%0.02%Q4 2013Q3 201924
NAPLES GLOBAL ADVISORS, LLC 24240.06%0.33%0.67%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
Sterling Investment Advisors, Ltd. 23230.05%0.22%0.61%Q4 2016Q2 202223
HUNTINGTON NATIONAL BANK 1110.00%0.00%0.01%Q3 2011Q3 202323
TELEMUS CAPITAL, LLC 12110.02%0.09%0.30%Q3 2015Q3 202323
Simmons Bank 23230.02%0.07%0.15%Q4 2016Q2 202223
MML INVESTORS SERVICES, LLC 12110.00%0.01%0.05%Q2 2017Q3 202323
FMR LLC 2210.00%0.00%0.00%Q4 2017Q3 202323
Cetera Advisors LLC 1120.00%0.05%0.17%Q1 2015Q3 202323
CAPTRUST FINANCIAL ADVISORS 1010.00%0.00%0.01%Q4 2016Q3 202323
CX Institutional 22220.00%0.09%0.23%Q2 2018Q3 202322
ANCHOR CAPITAL ADVISORS LLC 1910.01%1.15%23.39%Q4 2015Q3 202322
CIBC WORLD MARKET INC. 1910.00%0.00%0.00%Q4 2015Q3 202322
Mirae Asset Global Investments Co., Ltd. 1620.00%0.05%0.55%Q4 2008Q1 202322
Stratos Wealth Partners, LTD. 21210.01%0.01%0.02%Q2 2017Q2 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.06%Q3 2018Q3 202321
Greenwich Wealth Management LLC 21210.03%0.04%0.07%Q3 2018Q3 202321
REILLY FINANCIAL ADVISORS, LLC 1910.00%0.00%0.00%Q4 2013Q4 202120
Global Retirement Partners, LLC 760.00%0.00%0.00%Q2 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.13%0.18%0.28%Q4 2018Q3 202320
HSBC HOLDINGS PLC 1820.00%0.00%0.00%Q1 2012Q2 201820
BREWIN DOLPHIN LTD 20200.00%0.01%0.01%Q3 2017Q2 202220
American Portfolios Advisors 20200.01%0.01%0.03%Q4 2017Q3 202220
Elmwood Wealth Management, Inc. 820.62%0.79%1.06%Q1 2018Q3 202320
Waldron Private Wealth LLC 20200.61%0.98%1.85%Q4 2018Q3 202320
Fiera Capital Corp 1460.00%0.04%0.22%Q3 2013Q3 201920
Total Wealth Planning, LLC 20200.32%0.69%1.06%Q4 2018Q3 202320
SG Americas Securities, LLC 1120.00%0.02%0.14%Q3 2014Q2 202119
NICOLET BANKSHARES INC 19190.10%1.09%5.26%Q4 2015Q2 202019
TRUSTCORE FINANCIAL SERVICES, LLC 1140.00%0.00%0.01%Q4 2017Q4 202219
Lumina Fund Management LLC 19190.02%0.03%0.05%Q2 2013Q4 201719
TSFG, LLC 19190.12%0.20%0.37%Q1 2019Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.04%0.05%0.07%Q1 2019Q3 202319
Northeast Financial Consultants Inc 19190.02%0.02%0.04%Q1 2019Q3 202319
NICOLET ADVISORY SERVICES, LLC 19190.09%0.58%0.94%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
REGIONS FINANCIAL CORP 1720.00%0.04%0.34%Q4 2018Q3 202319
CREATIVE FINANCIAL DESIGNS INC /ADV 1450.01%0.01%0.03%Q4 2016Q3 202319
Bell Bank 18180.03%0.05%0.09%Q2 2019Q3 202318
NEXT Financial Group, Inc 1260.00%0.02%0.08%Q2 2016Q4 202118
Commonwealth Equity Services, Inc 18180.01%0.01%0.01%Q2 2013Q3 201718
VAN ECK ASSOCIATES CORP 1710.00%0.02%0.05%Q1 2019Q3 202318
Jacobi Capital Management LLC 18180.01%0.01%0.02%Q2 2017Q3 202118
Archer Investment Corp 18180.00%0.00%0.01%Q2 2019Q3 202318
PRIVATE TRUST CO NA 720.00%0.07%0.17%Q1 2013Q3 202318
OPTIMUM INVESTMENT ADVISORS 1440.00%0.01%0.01%Q2 2014Q2 202118
Ancora Advisors LLC 1610.00%0.00%0.00%Q4 2016Q3 202318
MOTCO 17170.01%0.01%0.02%Q3 2019Q3 202317
MD Financial Management Inc. 17173.91%4.62%6.63%Q4 2017Q4 202117
Capstone Financial Advisors, Inc. 1030.02%1.22%5.15%Q4 2018Q3 202317
Capital Analysts, LLC 17170.00%0.03%0.06%Q3 2019Q3 202317
Capital Investment Advisory Services, LLC 1610.00%0.00%0.01%Q4 2018Q1 202317
CWM, LLC 1010.00%0.00%0.00%Q3 2017Q4 202217
Chicago Partners Investment Group LLC 17170.01%0.07%0.28%Q4 2014Q4 201817
Sigma Planning Corp 650.01%0.02%0.03%Q1 2017Q3 202317
MURPHY CAPITAL MANAGEMENT INC 17170.02%0.15%0.43%Q3 2017Q3 202117
CITY HOLDING CO 17170.01%0.01%0.02%Q3 2019Q3 202317
NewSquare Capital LLC 1070.01%0.63%1.58%Q2 2013Q1 201917
Well Done, LLC 1150.04%0.07%0.10%Q4 2018Q2 202316
Column Capital Advisors, LLC 16168.22%11.48%25.03%Q4 2019Q3 202316
Israel Discount Bank of New York 970.30%0.75%1.55%Q3 2019Q3 202316
Winslow, Evans & Crocker, Inc. 1510.00%0.01%0.02%Q4 2013Q4 202016
MATRIX PRIVATE CAPITAL GROUP LLC 16160.16%0.22%0.31%Q4 2019Q3 202316
CAPITAL INSIGHT PARTNERS, LLC 16160.77%1.25%2.06%Q4 2019Q3 202316
Keebeck Wealth Management, LLC 16160.61%0.85%1.41%Q4 2019Q3 202316
Legacy Bridge, LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.02%0.18%0.53%Q4 2019Q3 202316
Atria Investments, Inc 1020.01%0.05%0.10%Q2 2014Q4 201916
Firestone Capital Management 16160.09%0.11%0.14%Q4 2019Q3 202316
MSI Financial Services Inc 15150.00%0.01%0.02%Q2 2013Q4 201615
BlackRock Japan Co. Ltd 15150.00%0.00%0.00%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.01%0.04%Q2 2016Q4 201915
Gradient Investments LLC 640.00%0.00%0.00%Q2 2013Q3 202315
S.A. Mason LLC 1410.00%0.09%0.11%Q4 2019Q3 202315
GFG Capital, LLC 1410.05%0.08%0.11%Q4 2019Q3 202315
CREDIT SUISSE AG/ 1010.00%0.00%0.00%Q1 2013Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Sowell Financial Services LLC 1050.02%0.04%0.06%Q3 2019Q3 202315
Regis Management CO LLC 15150.09%0.19%0.33%Q3 2019Q1 202315
MASSMUTUAL TRUST CO FSB/ADV 15150.02%0.13%0.20%Q1 2017Q3 202015
PICTET BANK & TRUST Ltd 870.08%0.28%0.55%Q4 2016Q3 202315
Bremer Bank National Association 15150.06%0.36%0.82%Q1 2019Q3 202215
QUADRANT CAPITAL GROUP LLC 15150.03%0.09%0.70%Q1 2020Q3 202315
CORRADO ADVISORS, LLC 14140.32%0.72%0.91%Q2 2020Q3 202314
Wealthspire Advisors, LLC 1210.01%0.43%0.63%Q4 2018Q3 202314
Crescent Grove Advisors, LLC 14140.13%0.16%0.23%Q2 2020Q3 202314
SUNTRUST BANKS INC 950.00%0.01%0.01%Q1 2016Q3 201914
TOMPKINS FINANCIAL CORP 1110.00%0.02%0.02%Q2 2013Q1 202214
COMERICA SECURITIES,INC. 1310.01%0.04%0.08%Q1 2019Q4 202214
Family Firm, Inc. 14140.08%0.13%0.18%Q4 2014Q1 201814
Banco de Sabadell, S.A 14140.01%0.02%0.04%Q4 2017Q1 202114
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1220.00%0.00%0.00%Q4 2019Q3 202314
Independent Order of Foresters 14142.32%2.65%2.92%Q2 2020Q3 202314
Rockefeller Capital Management L.P. 14140.00%0.00%0.01%Q3 2019Q4 202214
Harel Insurance Investments & Financial Services Ltd. 1310.00%0.00%0.00%Q1 2017Q4 202014
Tower Research Capital LLC (TRC) 710.00%0.00%0.00%Q2 2017Q1 202314
BEACON INVESTMENT ADVISORY SERVICES, INC. 14140.04%0.06%0.08%Q4 2016Q1 202014
Southern Wealth Management, LLP 14140.10%0.46%2.99%Q4 2019Q1 202314
MACQUARIE GROUP LTD 14140.00%0.01%0.02%Q2 2020Q3 202314
GLENMEDE TRUST CO NA 1110.00%0.00%0.00%Q4 2018Q3 202314
WASHINGTON TRUST BANK 610.02%0.24%0.95%Q4 2014Q3 202314
Clearstead Advisors, LLC 13130.00%0.04%0.12%Q3 2020Q3 202313
Archford Capital Strategies, LLC 1030.10%0.34%0.76%Q1 2019Q3 202213
BOKF, NA 1210.01%0.03%0.04%Q3 2013Q4 202213
Choate Investment Advisors 13130.00%0.00%0.00%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.16%0.27%0.35%Q3 2020Q3 202313
OLD MISSION CAPITAL LLC 310.01%0.14%0.32%Q1 2016Q3 202313
TD ASSET MANAGEMENT INC 13130.00%0.00%0.01%Q1 2017Q1 202013
Patriot Financial Group Insurance Agency, LLC 13130.00%0.00%0.01%Q2 2019Q2 202213
Stelac Advisory Services LLC 13130.24%0.83%1.32%Q3 2020Q3 202313
MainStreet Investment Advisors LLC 12120.13%0.29%0.68%Q4 2017Q3 202012
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12120.02%0.41%0.60%Q4 2013Q3 201612
AdvicePeriod, LLC 12120.09%0.75%1.35%Q3 2018Q2 202112
Running Point Capital Advisors, LLC 12120.05%0.07%0.14%Q4 2020Q3 202312
BNP PARIBAS FINANCIAL MARKETS 12120.00%0.00%0.00%Q4 2020Q3 202312
EDMOND DE ROTHSCHILD HOLDING S.A. 930.00%0.02%0.19%Q3 2016Q3 202112
Argent Advisors, Inc. 1110.10%0.12%0.16%Q4 2019Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.00%0.00%0.01%Q4 2018Q3 202112
Kestra Advisory Services, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
COMERICA SECURITIES INC 1110.05%0.09%0.16%Q4 2014Q4 201812
KWMG, LLC 12120.40%0.43%0.47%Q4 2020Q3 202312
Wealthcare Advisory Partners LLC 1110.00%0.01%0.01%Q3 2017Q1 202112
J.P. Morgan Private Wealth Advisors LLC 750.00%0.01%0.01%Q2 2013Q1 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.06%0.11%0.20%Q4 2020Q3 202312
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Qube Research & Technologies Ltd 710.00%0.03%0.08%Q2 2020Q3 202311
Voya Financial Advisors, Inc. 11110.01%0.02%0.03%Q2 2017Q4 201911
NorthCoast Asset Management LLC 11110.44%0.55%0.69%Q1 2019Q3 202111
FLAGSHIP HARBOR ADVISORS, LLC 11110.01%0.03%0.08%Q1 2018Q3 202011
USCA RIA LLC 610.02%0.06%0.12%Q2 2017Q2 202111
Wealthspire Advisors, L.P. 11110.02%0.63%1.00%Q1 2018Q3 202011
BROWN BROTHERS HARRIMAN & CO 710.00%0.00%0.00%Q4 2014Q3 202311
Cetera Advisor Networks LLC 1010.00%0.00%0.01%Q2 2020Q3 202311
Institute for Wealth Management, LLC. 430.04%0.05%0.06%Q1 2019Q3 202311
HIGH POINT BANK & TRUST CO 11110.00%0.00%0.00%Q2 2014Q4 201611
Cambria Investment Management, L.P. 410.25%0.82%1.91%Q4 2014Q2 202211
First Allied Advisory Services, Inc. 1010.01%0.01%0.02%Q4 2016Q3 201911
Valeo Financial Advisors, LLC 710.00%0.01%0.01%Q3 2017Q1 202111
Aaron Wealth Advisors LLC 11110.66%1.10%1.66%Q1 2021Q3 202311
Laird Norton Wetherby Trust Company, LLC 650.02%0.07%0.16%Q4 2020Q3 202311
West Oak Capital, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.01%0.01%Q1 2021Q3 202311
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 10100.04%0.10%0.24%Q2 2021Q3 202310
Certified Advisory Corp 10100.00%0.02%0.03%Q4 2017Q1 202010
NewEdge Wealth, LLC 10100.03%0.15%0.56%Q4 2020Q1 202310
Banco Santander, S.A. 10100.02%0.06%0.10%Q2 2021Q3 202310
Renaissance Technologies 310.00%0.00%0.00%Q1 2018Q3 202310
PSI Advisors, LLC 910.00%0.00%0.01%Q4 2019Q3 202310
Compagnie Lombard Odier SCmA 10100.00%0.00%0.00%Q2 2021Q3 202310
Sequoia Financial Advisors, LLC 910.01%0.08%0.13%Q2 2019Q4 202110
COLDSTREAM CAPITAL MANAGEMENT INC 10100.03%0.04%0.05%Q4 2015Q1 201810
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
EPG Wealth Management LLC 520.01%0.03%0.12%Q4 2019Q3 202310
SVB Investment Services Inc. 10100.92%1.87%3.74%Q4 2019Q1 202210
Intellectus Partners, LLC 640.08%0.11%0.13%Q2 2017Q4 201910
FIRST MERCANTILE TRUST CO 10101.06%1.67%1.98%Q2 2019Q3 202110
First Personal Financial Services 990.01%0.02%0.06%Q2 2017Q2 20199
Beta Wealth Group, Inc. 540.17%0.55%1.38%Q1 2021Q3 20239
BANQUE PICTET & CIE SA 990.00%0.02%0.03%Q3 2021Q3 20239
WEBSTER BANK, N. A. 990.00%0.00%0.00%Q3 2021Q3 20239
Stonebridge Financial Planning Group, LLC 990.01%0.01%0.03%Q4 2019Q4 20219
Laurel Wealth Advisors, Inc. 510.04%0.08%0.13%Q4 2016Q2 20209
TRUIST FINANCIAL CORP 990.01%0.01%0.01%Q4 2019Q4 20219
DROMS STRAUSS ADVISORS INC /MO/ /ADV 540.17%0.55%0.95%Q4 2018Q3 20239
NORTHERN CAPITAL MANAGEMENT LLC 990.10%0.13%0.15%Q2 2013Q2 20159
GREAT LAKES ADVISORS, LLC 990.01%0.06%0.25%Q3 2021Q3 20239
Aristides Capital LLC 990.08%0.21%0.28%Q2 2021Q2 20239
Ken Stern & Associates, Inc. 990.14%0.17%0.20%Q3 2016Q3 20189
Catalyst Capital Advisors LLC 990.01%0.01%0.02%Q2 2021Q2 20239
Millburn Ridgefield Corp 990.01%0.01%0.02%Q2 2021Q2 20239
AdvisorNet Financial, Inc 990.00%0.00%0.04%Q2 2019Q2 20219
Virtu KCG Holdings LLC 410.00%0.02%0.06%Q3 2013Q2 20179
Lattice Strategies LLC 990.16%0.51%1.59%Q2 2013Q2 20159
Western Wealth Management, LLC 810.02%0.03%0.03%Q2 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.02%0.02%0.02%Q3 2021Q3 20239
Advisors Preferred, LLC 210.02%0.08%0.18%Q3 2014Q1 20239
BARCLAYS PLC 510.00%0.00%0.01%Q2 2013Q3 20219
Realta Investment Advisors 410.02%0.04%0.10%Q1 2019Q3 20239
Ballentine Partners, LLC 540.01%0.11%0.31%Q4 2018Q3 20239
Neuberger Berman Group LLC 710.00%0.00%0.00%Q3 2015Q3 20238
Joseph Group Capital Management 880.22%1.13%2.27%Q4 2021Q3 20238
Southland Equity Partners LLC 880.21%0.36%0.50%Q4 2020Q3 20228
TD Waterhouse Canada Inc. 880.04%0.07%0.14%Q4 2021Q3 20238
Keel Point, LLC 620.04%0.25%1.17%Q1 2019Q2 20238
Spearhead Capital Advisors, LLC 620.12%0.21%0.26%Q1 2020Q2 20228
NATIXIS ADVISORS, L.P. 710.02%0.02%0.04%Q4 2018Q3 20238
HB Wealth Management, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Bank Julius Baer & Co. Ltd, Zurich 880.01%0.02%0.03%Q1 2020Q4 20218
Cypress Capital Group 710.03%0.03%0.04%Q3 2020Q1 20238
PineBridge Investments, L.P. 880.01%0.03%0.05%Q3 2015Q2 20178
Lee Financial Co 880.00%0.00%0.00%Q4 2016Q3 20188
SVB WEALTH LLC 880.01%0.06%0.10%Q4 2021Q3 20238
SALEM INVESTMENT COUNSELORS INC 620.00%0.00%0.00%Q3 2021Q3 20238
Sonora Investment Management, LLC 880.00%0.00%0.00%Q4 2019Q3 20218
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Rise Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Cornerstone Advisors, Inc. 880.00%0.03%0.07%Q4 2016Q3 20188
FLOW TRADERS U.S. LLC 310.00%0.07%0.15%Q3 2016Q3 20238
ERn Financial, LLC 880.05%0.12%0.16%Q1 2020Q4 20218
Montecito Bank & Trust 880.06%0.11%0.16%Q1 2022Q4 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Invesco Ltd. 320.00%0.00%0.01%Q2 2013Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.01%Q4 2021Q3 20238
Apollon Wealth Management, LLC 880.02%0.06%0.11%Q4 2021Q3 20238
BESSEMER GROUP INC 310.00%0.00%0.00%Q2 2016Q3 20237
D'Orazio & Associates, Inc. 770.00%0.00%0.01%Q1 2016Q3 20177
Telos Capital Management, Inc. 770.21%0.26%0.33%Q2 2013Q4 20147
FIRST QUADRANT LLC/CA 610.06%0.34%1.94%Q4 2019Q1 20227
Monterey Private Wealth, Inc. 770.14%0.77%2.05%Q4 2019Q2 20217
TUCKER ASSET MANAGEMENT LLC 610.00%0.00%0.00%Q1 2021Q3 20237
Argentus Capital Management, LLC 520.03%0.08%0.18%Q2 2014Q3 20167
Madden Advisory Services, Inc. 770.00%0.02%0.03%Q2 2013Q4 20147
Wellspring Financial Advisors, LLC 410.04%0.24%0.58%Q1 2020Q3 20237
Placemark Investments, Inc. 770.01%0.01%0.03%Q2 2013Q4 20147
Eagle Bay Advisors LLC 610.00%0.02%0.02%Q2 2021Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.00%0.00%Q4 2020Q4 20227
Polaris Wealth Advisory Group, LLC 772.53%2.89%3.60%Q2 2013Q4 20147
Allworth Financial LP 610.00%0.00%0.00%Q1 2019Q3 20237
Snowden Capital Advisors LLC 410.00%0.02%0.02%Q3 2019Q2 20237
Tradewinds Capital Management, LLC 770.00%0.00%0.00%Q4 2013Q2 20157
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
Fieldpoint Private Securities, LLC 770.01%0.14%0.20%Q4 2020Q2 20227
BROWN ADVISORY INC 610.00%0.02%0.10%Q4 2021Q3 20237
MGO ONE SEVEN LLC 510.00%0.05%0.11%Q1 2018Q3 20237
Cedar Wealth Management, LLC 770.01%0.02%0.02%Q4 2021Q2 20237
RMB Capital Management, LLC 410.01%0.04%0.10%Q3 2017Q4 20207
Schechter Investment Advisors, LLC 770.26%0.29%0.35%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Windham Capital Management, LLC 310.06%0.88%1.77%Q4 2016Q3 20236
AGF INVESTMENTS INC. 660.03%0.04%0.04%Q1 2016Q2 20176
Cetera Investment Advisers 660.01%0.03%0.05%Q2 2022Q3 20236
ACG Wealth 660.03%0.04%0.05%Q1 2017Q2 20186
New Millennium Group LLC 660.01%0.01%0.01%Q2 2022Q3 20236
FORTE ASSET MANAGEMENT LLC 661.18%1.68%2.06%Q2 2022Q3 20236
Atlas Private Wealth Management, LLC 660.23%0.32%0.36%Q2 2022Q3 20236
Curi Wealth Management, LLC 660.05%1.01%1.39%Q4 2020Q1 20226
Blue Sky Asset Management, LLC 420.44%0.53%0.60%Q1 2017Q3 20186
Blue Edge Capital, LLC 660.53%0.56%0.57%Q1 2017Q2 20186
FSM Wealth Advisors, LLC 660.94%1.22%1.58%Q2 2022Q3 20236
Founders Financial Alliance, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Arete Wealth Advisors, LLC 210.02%0.05%0.09%Q3 2017Q3 20236
FineMark National Bank & Trust 660.02%0.03%0.03%Q1 2014Q2 20156
TWO SIGMA SECURITIES, LLC 210.00%0.07%0.37%Q1 2016Q3 20236
AVANTAX ADVISORY SERVICES, INC. 510.00%0.00%0.01%Q3 2021Q3 20236
C M BIDWELL & ASSOCIATES LTD 660.05%0.06%0.07%Q3 2019Q4 20206
Exchange Capital Management, Inc. 660.00%0.10%0.31%Q2 2013Q3 20146
CENTRAL TRUST Co 660.00%0.00%0.00%Q2 2013Q3 20146
Venturi Wealth Management, LLC 420.00%0.07%0.13%Q4 2021Q2 20236
GFS Advisors, LLC 510.05%0.14%0.19%Q2 2021Q1 20236
RUSSELL FRANK CO/ 660.00%0.00%0.00%Q3 2013Q4 20146
UMB Bank, n.a. 420.00%0.20%0.34%Q4 2017Q4 20226
BlueCrest Capital Management Ltd 420.01%0.12%0.32%Q1 2021Q2 20236
American Financial Network Advisory Services LLC 660.13%0.15%0.16%Q3 2017Q4 20186
TCF National Bank 330.06%0.07%0.09%Q3 2019Q1 20216
MONETA GROUP INVESTMENT ADVISORS LLC 660.02%0.13%0.24%Q2 2022Q3 20236
Clarus Wealth Advisors 310.14%0.16%0.20%Q2 2019Q3 20216
Homrich & Berg 330.01%0.01%0.02%Q2 2018Q3 20216
Employees' Retirement Fund of the City of Fort Worth 660.40%0.73%1.37%Q2 2022Q3 20236
SAGE FINANCIAL GROUP INC 660.06%0.71%1.70%Q2 2022Q3 20236
SEI INVESTMENTS CO 410.00%0.00%0.00%Q4 2015Q2 20186
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 510.02%0.19%0.39%Q2 2015Q4 20226
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
BARRETT & COMPANY, INC. 550.01%0.01%0.01%Q3 2022Q3 20235
Hoxton Financial, Inc. 550.01%0.01%0.01%Q4 2014Q4 20155
TRUST DEPARTMENT MB FINANCIAL BANK N A 550.02%0.08%0.15%Q1 2018Q1 20195
BDO Wealth Advisors, LLC 550.00%0.00%0.00%Q2 2022Q2 20235
Baker Avenue Asset Management, LP 550.15%0.23%0.29%Q3 2022Q3 20235
CULLEN/FROST BANKERS, INC. 410.00%0.00%0.00%Q1 2019Q2 20235
CIBC Private Wealth Group, LLC 320.00%0.00%0.00%Q4 2017Q2 20225
TFO Wealth Partners, LLC 410.00%0.00%0.00%Q1 2020Q2 20225
Coppell Advisory Solutions LLC 410.10%0.17%0.46%Q4 2020Q3 20235
Rehmann Capital Advisory Group 320.01%0.01%0.01%Q1 2018Q2 20195
SRS Capital Advisors, Inc. 550.01%0.01%0.01%Q2 2022Q2 20235
Logan Stone Capital, LLC 210.11%0.54%1.27%Q4 2021Q3 20235
Advisory Alpha, LLC 310.00%0.01%0.01%Q1 2019Q3 20205
Lloyd Advisory Services, LLC. 550.00%0.00%0.00%Q1 2021Q1 20225
Brio Consultants, LLC 550.16%0.19%0.20%Q3 2022Q3 20235
PITCAIRN CO 210.06%0.38%1.60%Q4 2015Q4 20195
FIFTH THIRD SECURITIES, INC. 550.43%0.93%1.44%Q2 2022Q2 20235
Strategic Capital Group LLC 550.08%0.19%0.26%Q2 2013Q2 20145
HALBERT HARGROVE GLOBAL ADVISORS, LLC 110.03%0.35%1.12%Q4 2014Q4 20175
APPLETON PARTNERS INC/MA 550.05%0.05%0.06%Q1 2017Q1 20185
EverSource Wealth Advisors, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
D.A. DAVIDSON & CO. 550.00%0.00%0.00%Q2 2016Q2 20175
Wealth Alliance 550.04%0.05%0.06%Q3 2022Q3 20235
Patten Group, Inc. 550.00%0.00%0.00%Q2 2017Q2 20185
PRINCIPAL FINANCIAL GROUP INC 550.02%0.03%0.04%Q3 2022Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.03%0.04%0.04%Q4 2016Q4 20175
AMERICAN NATIONAL BANK 550.00%0.00%0.01%Q3 2022Q3 20235
InterOcean Capital, LLC 550.08%0.08%0.10%Q4 2015Q4 20165
Baron Wealth Management LLC 550.19%0.32%0.39%Q4 2022Q4 20235
LAZARD ASSET MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
ABERDEEN ASSET MANAGEMENT PLC/UK 410.01%0.01%0.01%Q2 2013Q3 20165
GREENLEAF TRUST 550.00%0.01%0.01%Q3 2022Q3 20235
Carnegie Capital Asset Management, LLC 550.05%0.07%0.08%Q2 2013Q2 20145
Claro Advisors LLC 440.13%0.13%0.14%Q2 2021Q1 20224
Ballew Advisors, Inc 440.16%0.21%0.27%Q4 2017Q3 20184
MONECO Advisors, LLC 440.13%0.16%0.20%Q4 2022Q3 20234
Joseph P. Lucia & Associates, LLC 440.01%0.01%0.01%Q1 2019Q4 20194
Cypress Wealth Services, LLC 440.06%0.07%0.07%Q4 2022Q3 20234
HIGHLAND ASSOCIATES INC 444.38%4.59%4.88%Q3 2018Q2 20194
WEALTHSOURCE PARTNERS, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 210.00%0.27%0.44%Q1 2016Q4 20194
Beck Bode, LLC 440.06%0.19%0.26%Q1 2022Q4 20224
HL FINANCIAL SERVICES LLC 220.00%0.01%0.02%Q2 2017Q2 20184
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.01%0.02%Q2 2017Q3 20224
Marks Group Wealth Management, Inc 440.08%0.11%0.13%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Objective Capital Management, LLC 220.15%0.18%0.21%Q4 2021Q1 20234
American Trust 440.52%0.66%0.93%Q4 2021Q3 20224
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20234
Koshinski Asset Management, Inc. 310.01%0.01%0.03%Q3 2021Q4 20224
Oakworth Capital, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Destiny Wealth Partners, LLC 440.45%0.60%0.74%Q4 2022Q3 20234
TOWNSQUARE CAPITAL LLC 440.02%0.03%0.04%Q3 2019Q2 20204
Sentinus, LLC 440.29%0.35%0.40%Q3 2022Q2 20234
One Wealth Advisors, LLC 440.05%0.05%0.05%Q4 2022Q3 20234
PFG Advisors 440.05%0.06%0.07%Q1 2019Q4 20194
Heartland Bank & Trust Co 444.80%5.08%5.60%Q4 2022Q3 20234
Pictet North America Advisors SA 440.11%0.21%0.27%Q4 2022Q3 20234
PICTET ASSET MANAGEMENT LTD 310.00%0.00%0.01%Q4 2016Q2 20214
Capital Bank & Trust Co 440.00%0.00%0.00%Q1 2019Q4 20194
Arkadios Wealth Advisors 440.00%0.01%0.01%Q4 2020Q3 20214
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
ACCURATE INVESTMENT SOLUTIONS, INC. 440.00%0.00%0.00%Q3 2017Q2 20184
Hirtle Callaghan & Co LLC 310.04%0.17%0.55%Q1 2015Q3 20164
TCWP LLC 440.05%0.06%0.06%Q3 2022Q2 20234
Bryant Woods Investment Advisors, LLC 440.16%0.43%0.80%Q4 2022Q3 20234
PALLADIEM, LLC 440.12%0.61%0.84%Q4 2014Q3 20154
GPS Wealth Strategies Group, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Nalls Sherbakoff Group, LLC 310.23%0.34%0.64%Q4 2018Q3 20234
IHT Wealth Management, LLC 440.00%0.15%0.48%Q2 2017Q1 20184
Alexandria Capital, LLC 440.00%0.00%0.00%Q2 2013Q1 20144
BG Investment Services, Inc. 442.23%2.32%2.44%Q1 2022Q4 20224
Bleakley Financial Group, LLC 440.04%0.09%0.12%Q4 2022Q3 20234
PFS INVESTMENTS INC. 440.03%0.04%0.04%Q3 2022Q2 20234
BRIGHTON JONES LLC 440.03%0.04%0.04%Q4 2022Q3 20234
Financial Partners Group, Inc 440.05%0.05%0.06%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
RiverFront Investment Group, LLC 440.04%0.07%0.09%Q4 2021Q3 20224
All Season Financial Advisors, Inc. 220.42%0.53%0.74%Q1 2022Q2 20234
Key FInancial Inc 440.00%0.00%0.00%Q3 2022Q2 20234
DUBUQUE BANK & TRUST CO 310.00%0.50%0.69%Q2 2016Q3 20234
Quent Capital, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Mangham Associates,LLC 440.13%0.15%0.18%Q2 2022Q1 20234
Portfolio Strategies, Inc. 440.94%2.49%3.12%Q1 2019Q4 20194
Horizon Investments, LLC 440.08%0.09%0.11%Q4 2019Q3 20204
Community Bank, N.A. 440.00%0.00%0.00%Q2 2021Q1 20224
Horan Securities, Inc. 440.00%0.00%0.00%Q3 2022Q2 20234
Executive Wealth Management, LLC 330.01%0.02%0.06%Q4 2018Q2 20193
Hoxton Planning & Management, LLC 330.24%0.46%0.79%Q1 2023Q3 20233
Simplicity Solutions, LLC 330.03%0.07%0.10%Q1 2023Q3 20233
RHUMBLINE ADVISERS 330.01%0.02%0.02%Q4 2022Q2 20233
Tranquility Partners, LLC 330.18%0.19%0.21%Q4 2020Q2 20213
Avestar Capital, LLC 330.24%0.39%0.51%Q4 2017Q2 20183
SIGNET FINANCIAL MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Altus Wealth Group LLC 330.54%0.57%0.61%Q4 2022Q2 20233
Baystate Wealth Management LLC 210.00%0.00%0.00%Q2 2021Q3 20233
Regis Acquisition Inc. 330.38%0.42%0.45%Q1 2023Q3 20233
MARSHALL WACE, LLP 330.00%0.00%0.00%Q3 2022Q1 20233
Farther Finance Advisors, LLC 330.00%0.01%0.02%Q4 2022Q2 20233
Mandatum Life Insurance Co Ltd 110.01%0.01%0.01%Q4 2015Q2 20183
NEW ENGLAND SECURITIES CORP /MA/ 210.00%0.00%0.00%Q2 2013Q2 20143
Financial & Tax Architects, LLC 330.12%0.18%0.29%Q1 2022Q3 20223
Mayflower Financial Advisors, LLC 330.03%0.04%0.04%Q4 2022Q2 20233
Crosspoint Capital Strategies, LLC 110.00%0.01%0.02%Q4 2013Q3 20153
Edge Capital Group, LLC 330.01%0.03%0.04%Q4 2022Q2 20233
First Capital Advisors Group, LLC. 330.00%0.61%0.98%Q4 2022Q2 20233
United Bank 331.62%2.20%2.61%Q3 2019Q1 20203
DIMENSION CAPITAL MANAGEMENT LLC 330.06%0.06%0.06%Q3 2021Q1 20223
KEYBANK NATIONAL ASSOCIATION/OH 210.00%0.00%0.00%Q4 2016Q3 20203
Verdence Capital Advisors LLC 330.02%0.02%0.03%Q1 2023Q3 20233
IBEX WEALTH ADVISORS 110.01%0.01%0.01%Q4 2016Q3 20213
Mariner Wealth Advisors-Madison, LLC 338.14%8.28%8.48%Q1 2013Q3 20133
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Transamerica Financial Advisors, Inc. 110.00%0.39%0.63%Q3 2017Q2 20203
Bruderman Asset Management, LLC 330.12%0.65%0.97%Q3 2019Q1 20203
Regal Investment Advisors LLC 330.00%0.04%0.08%Q1 2014Q3 20143
LGT Financial Advisors LLC 210.00%0.02%0.05%Q4 2022Q3 20233
CoreCap Advisors, LLC 110.00%0.01%0.01%Q4 2021Q4 20223
BENJAMIN EDWARDS INC 330.06%0.06%0.06%Q1 2020Q3 20203
Versant Capital Management, Inc 330.02%0.02%0.03%Q1 2023Q3 20233
COOKSON PEIRCE & CO INC 330.03%0.03%0.04%Q2 2019Q4 20193
ING GROEP NV 330.01%0.02%0.02%Q1 2013Q3 20133
BOSTON PRIVATE BANK & TRUST CO 330.00%0.00%0.00%Q1 2014Q3 20143
BlackRock Fund Advisors 330.00%0.00%0.00%Q2 2013Q4 20133
Stone House Investment Management, LLC 331.21%1.22%1.25%Q1 2017Q3 20173
Advisor Resource Council 110.09%0.10%0.12%Q2 2021Q2 20223
HT Partners LLC 330.25%0.98%1.48%Q4 2014Q2 20153
Tevis Investment Management 330.00%0.00%0.00%Q4 2021Q2 20223
MANAGED ACCOUNT ADVISORS LLC 330.00%0.00%0.00%Q4 2014Q2 20153
VOYA INVESTMENT MANAGEMENT LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Capital Advisory Group Advisory Services, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
ALLSTATE CORP 331.16%1.21%1.29%Q2 2013Q4 20133
INTEGRATED WEALTH COUNSEL, LLC 330.01%0.01%0.01%Q3 2013Q1 20143
Essex Savings Bank 330.01%0.01%0.01%Q4 2018Q2 20193
Plante Moran Financial Advisors, LLC 210.00%0.08%0.13%Q3 2015Q3 20203
Trust Co 330.01%0.15%0.34%Q1 2015Q3 20153
Csenge Advisory Group 330.02%0.03%0.04%Q4 2022Q2 20233
Avior Wealth Management, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
HANCOCK WHITNEY INVESTMENT SERVICES INC. 331.17%2.15%2.69%Q4 2021Q2 20223
SAYBROOK CAPITAL /NC 330.07%0.08%0.09%Q4 2021Q2 20223
Connectus Wealth, LLC 330.26%0.35%0.46%Q1 2022Q3 20223
VitalStone Financial, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Cornerstone Wealth Management, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Trilogy Capital Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
Allred Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q1 20212
SYM FINANCIAL Corp 220.00%0.00%0.01%Q1 2020Q2 20202
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
SkyView Investment Advisors, LLC 220.36%0.36%0.37%Q4 2022Q1 20232
COLUMBIA CAPITAL LLC 223.52%3.60%3.67%Q2 2013Q3 20132
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q1 20232
Herold Advisors, Inc. 110.00%0.00%0.01%Q3 2021Q1 20222
STEPH & CO 221.12%1.26%1.40%Q4 2019Q1 20202
Vestpro Financial Partners, Inc. dba CPF Texas 220.00%0.01%0.01%Q2 2018Q3 20182
PAX Financial Group, LLC 220.05%0.05%0.06%Q2 2023Q3 20232
BAROMETER CAPITAL MANAGEMENT INC. 220.12%0.14%0.17%Q1 2022Q2 20222
Friedenthal Financial 220.32%0.33%0.34%Q1 2019Q2 20192
AVIANCE CAPITAL MANAGEMENT, LLC 220.07%0.08%0.09%Q2 2014Q3 20142
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.01%Q4 2020Q1 20212
WESBANCO BANK INC 220.01%0.01%0.01%Q1 2019Q2 20192
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 220.06%0.06%0.07%Q2 2022Q3 20222
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 220.60%0.62%0.64%Q2 2023Q3 20232
Maryland State Retirement & Pension System 220.09%0.10%0.12%Q1 2023Q2 20232
ATLAS CAPITAL ADVISORS LLC 220.00%0.00%0.00%Q1 2021Q2 20212
WBI INVESTMENTS, LLC 110.04%0.05%0.07%Q3 2016Q2 20172
55I, LLC 110.03%0.07%0.12%Q3 2020Q3 20222
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Corient Private Wealth LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SIMON QUICK ADVISORS, LLC 220.39%0.90%1.42%Q3 2017Q4 20172
Ameritas Investment Company, LLC 110.00%0.00%0.01%Q3 2019Q1 20212
AlphaCore Capital LLC 220.00%0.00%0.00%Q2 2023Q3 20232
THOMPSON SIEGEL & WALMSLEY LLC 220.00%0.00%0.00%Q3 2019Q4 20192
ClearBridge Investments 110.00%0.00%0.00%Q2 2022Q4 20222
VICUS CAPITAL 220.16%0.16%0.16%Q1 2017Q2 20172
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
SIGNATUREFD, LLC 110.00%0.00%0.00%Q3 2022Q2 20232
WealthBridge Capital Management, LLC 220.00%0.01%0.01%Q4 2018Q1 20192
IFG Advisory, LLC 220.06%0.07%0.08%Q4 2019Q1 20202
Ascent Group, LLC 220.02%0.03%0.03%Q1 2022Q2 20222
Magnus Financial Group LLC 220.07%0.09%0.11%Q4 2019Q1 20202
Nuveen Asset Management, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Tacita Capital Inc 221.16%1.44%1.73%Q4 2020Q1 20212
Savior LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Kowal Investment Group, LLC 220.15%0.19%0.22%Q2 2023Q3 20232
West Tower Group, LLC 220.01%0.03%0.05%Q2 2023Q3 20232
Equitable Holdings, Inc. 220.06%0.07%0.08%Q4 2019Q1 20202
EXCHANGE TRADED CONCEPTS, LLC 110.00%0.00%0.00%Q2 2022Q4 20232
Pallas Capital Advisors LLC 220.08%0.08%0.09%Q3 2021Q4 20212
ROBERTSON STEPHENS ADVISORS LLC 220.12%0.18%0.24%Q4 2016Q1 20172
MCKINLEY CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Whitnell & Co. 220.01%0.01%0.01%Q2 2016Q3 20162
Manchester Capital Management LLC 220.08%0.09%0.09%Q3 2019Q4 20192
Sandy Spring Bank 110.00%0.00%0.01%Q1 2016Q4 20182
Brookstone Capital Management 220.00%0.14%0.28%Q2 2015Q3 20152
Planned Solutions, Inc. 220.00%0.00%0.00%Q3 2020Q4 20202
HARBOR INVESTMENT ADVISORY, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
STEPHENS INC /AR/ 220.02%0.02%0.03%Q2 2018Q3 20182
Acorn Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
TD Capital Management LLC 220.00%0.00%0.01%Q4 2019Q1 20202
Prime Capital Investment Advisors, LLC 220.35%0.36%0.36%Q4 2019Q1 20202
Integrated Wealth Concepts LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Strategic Capital Alternatives LLC 110.00%0.14%0.29%Q3 2014Q3 20152
Verition Fund Management LLC 220.04%0.04%0.05%Q1 2015Q2 20152
WEDBUSH SECURITIES INC 220.01%0.01%0.01%Q4 2022Q1 20232
Arden Trust Co 110.18%0.58%0.97%Q2 2022Q4 20222
Coppell Advisory Solutions Corp. 220.10%0.10%0.10%Q4 2022Q1 20232
Soros Fund Management 220.02%0.04%0.06%Q4 2013Q1 20142
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Brendel Financial Advisors LLC 110.00%0.24%0.47%Q4 2020Q2 20212
Global Trust Asset Management, LLC 110.06%0.08%0.09%Q2 2019Q3 20212
Farmers National Bank 220.00%0.00%0.00%Q1 2019Q2 20192
Auour Investments LLC 220.18%0.19%0.19%Q2 2023Q3 20232
Robertson Stephens Wealth Management, LLC 110.02%0.02%0.02%Q3 2022Q3 20232
Banque Cantonale Vaudoise 220.00%0.00%0.00%Q1 2021Q2 20212
Future Financial Wealth Managment LLC 110.04%0.04%0.04%Q4 2021Q4 20211
ClearBridge Investments Ltd 110.01%0.01%0.01%Q2 2022Q2 20221
GILL CAPITAL PARTNERS, LLC 110.29%0.29%0.29%Q4 2018Q4 20181
Sound Income Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Linscomb & Williams, Inc. 110.10%0.10%0.10%Q2 2013Q2 20131
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 110.08%0.08%0.08%Q3 2020Q3 20201
Y-Intercept (Hong Kong) Ltd 110.05%0.05%0.05%Q1 2023Q1 20231
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q3 2020Q3 20201
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
PNC Managed Account Solutions, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
COMMERCE BANK 110.01%0.01%0.01%Q2 2020Q2 20201
PINNACLE ASSOCIATES LTD 110.01%0.01%0.01%Q2 2020Q2 20201
BBVA USA Bancshares, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Ellevest, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Retirement Group, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
J.W. COLE ADVISORS, INC. 110.05%0.05%0.05%Q1 2023Q1 20231
CAZENOVE CAPITAL MANAGEMENT LTD 110.02%0.02%0.02%Q2 2013Q2 20131
PVG ASSET MANAGEMENT CORP 110.29%0.29%0.29%Q3 2016Q3 20161
CIBC BANK USA 110.95%0.95%0.95%Q4 2016Q4 20161
Rice Partnership, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
ASHFORD CAPITAL MANAGEMENT INC 110.32%0.32%0.32%Q2 2018Q2 20181
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 110.01%0.01%0.01%Q2 2022Q2 20221
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Legacy Advisors, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q2 20131
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
EDMOND DE ROTHSCHILD (SUISSE) S.A. 111.92%1.92%1.92%Q3 2016Q3 20161
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20141
Fragasso Group Inc. 110.18%0.18%0.18%Q4 2015Q4 20151
Pinnacle Wealth Management Advisory Group, LLC 110.14%0.14%0.14%Q2 2020Q2 20201
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Jordan Park Group LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Trexquant Investment LP 110.02%0.02%0.02%Q4 2021Q4 20211
Visionary Asset Management, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
Beacon Financial Advisory LLC 110.12%0.12%0.12%Q1 2022Q1 20221
PICTET ASSET MANAGEMENT SA 110.01%0.01%0.01%Q4 2022Q4 20221
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q4 2014Q4 20141
KAYNE ANDERSON CAPITAL ADVISORS LP 110.00%0.00%0.00%Q3 2017Q3 20171
CIBC Asset Management Inc 110.01%0.01%0.01%Q4 2020Q4 20201
Integrated Wealth Management 110.01%0.01%0.01%Q4 2015Q4 20151
Claybrook Capital, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Sea Otter Advisors LLC 110.11%0.11%0.11%Q1 2023Q1 20231
AE Wealth Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Kovack Advisors, Inc. 110.14%0.14%0.14%Q4 2017Q4 20171
OneAscent Financial Services LLC 110.31%0.31%0.31%Q3 2023Q3 20231
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
S.C. Financial Services, Inc. 110.34%0.34%0.34%Q4 2021Q4 20211
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
AMERICAN CENTURY COMPANIES INC 110.00%0.00%0.00%Q2 2017Q2 20171
Hennion & Walsh Asset Management, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
Newport Capital Group, LLC 110.15%0.15%0.15%Q2 2023Q2 20231
Safeguard Investment Advisory Group, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Jane Street Holding, LLC 110.03%0.03%0.03%Q4 2013Q4 20131
OLD MISSION CAPITAL, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Personal Wealth Partners 110.00%0.00%0.00%Q2 2021Q2 20211
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ARCADIA INVESTMENT MANAGEMENT CORP/MI 110.01%0.01%0.01%Q1 2023Q1 20231
Northwest Bank & Trust Co 110.12%0.12%0.12%Q2 2023Q2 20231
Ferris Capital, LLC 110.50%0.50%0.50%Q2 2021Q2 20211
Dynamic Technology Lab Private Ltd 110.02%0.02%0.02%Q3 2022Q3 20221
GENWORTH FINANCIAL INC 110.26%0.26%0.26%Q2 2013Q2 20131
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q1 2013Q1 20131
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
STATE STREET CORP 110.02%0.02%0.02%Q4 2016Q4 20161
DOWLING & YAHNKE LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Western Asset Management Company, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Alphadyne Asset Management LP 110.04%0.04%0.04%Q3 2020Q3 20201
Laird Norton Wetherby Wealth Management, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
FIRST HAWAIIAN BANK 110.01%0.01%0.01%Q1 2022Q1 20221
Cardan Capital Partners, LLC 110.06%0.06%0.06%Q2 2020Q2 20201
MOORE CAPITAL MANAGEMENT, LP 110.01%0.01%0.01%Q1 2022Q1 20221
Berkshire Bank 111.33%1.33%1.33%Q3 2020Q3 20201
Fiduciary Alliance LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
True Link Financial Advisors, LLC 110.08%0.08%0.08%Q3 2022Q3 20221
KICKSTAND VENTURES, LLC. 110.08%0.08%0.08%Q3 2023Q3 20231
Grove Bank & Trust 110.01%0.01%0.01%Q3 2023Q3 20231
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
New Republic Capital, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
EFG CAPITAL INTERNATIONAL CORP. 110.32%0.32%0.32%Q2 2023Q2 20231
Cranbrook Wealth Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Fund Evaluation Group, LLC 110.13%0.13%0.13%Q1 2019Q1 20191
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q3 2021Q3 20211
UNITED SERVICES AUTOMOBILE ASSOCIATION 110.11%0.11%0.11%Q3 2020Q3 20201
StoneX Group Inc. 110.10%0.10%0.10%Q2 2017Q2 20171
STONNINGTON GROUP, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Ruedi Wealth Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Gemmer Asset Management LLC 110.00%0.00%0.00%Q3 2019Q3 20191
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2022Q1 20221
Clear Creek Financial Management, LLC 110.82%0.82%0.82%Q3 2020Q3 20201
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.01%Q4 2014Q4 20141
ISTHMUS PARTNERS, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q1 2015Q1 20151
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
TOTH FINANCIAL ADVISORY CORP 110.12%0.12%0.12%Q2 2013Q2 20131
GREENWOOD CAPITAL ASSOCIATES LLC 110.22%0.22%0.22%Q2 2022Q2 20221
BREMER TRUST NATIONAL ASSOCIATION 110.29%0.29%0.29%Q4 2018Q4 20181
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
ELM ADVISORS, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Claret Asset Management Corp 110.05%0.05%0.05%Q1 2019Q1 20191
Legacy Private Trust Co. 110.12%0.12%0.12%Q3 2017Q3 20171
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
BAR HARBOR WEALTH MANAGEMENT 110.04%0.04%0.04%Q2 2020Q2 20201
Edge Advisors, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
HAP Trading, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
HERITAGE WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Clean Yield Group 110.01%0.01%0.01%Q1 2020Q1 20201
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Baird Financial Group, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Vivaldi Capital Management LP 110.06%0.06%0.06%Q1 2020Q1 20201
Virtu Financial LLC 110.01%0.01%0.01%Q4 2017Q4 20171
BEAM WEALTH ADVISORS, INC. 110.90%0.90%0.90%Q3 2023Q3 20231
Boltwood Capital Management 110.07%0.07%0.07%Q4 2023Q4 20231
WealthOne, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Guidant Wealth Advisors 110.00%0.00%0.00%Q2 2017Q2 20171
Your Advocates Ltd., LLP 110.01%0.01%0.01%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
CMC Financial Group 110.58%0.58%0.58%Q1 2022Q1 20221
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q2 2022Q2 20221
Annis Gardner Whiting Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
LifePlan Financial Group, Inc 110.02%0.02%0.02%Q1 2018Q1 20181
PATHSTONE FAMILY OFFICE, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
ZWJ INVESTMENT COUNSEL INC 110.01%0.01%0.01%Q4 2019Q4 20191
KINGS POINT CAPITAL MANAGEMENT 110.03%0.03%0.03%Q4 2014Q4 20141
LEVITT CAPITAL MANAGEMENT LLC 112.82%2.82%2.82%Q2 2014Q2 20141
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q4 2021Q4 20211
FDx Advisors, Inc. 110.03%0.03%0.03%Q4 2017Q4 20171
M Holdings Securities, Inc. 110.01%0.01%0.01%Q3 2014Q3 20141
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q2 2022Q2 20221
Ground Swell Capital, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Varma Mutual Pension Insurance Co 110.18%0.18%0.18%Q3 2023Q3 20231
External links

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