ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.02%0.07%0.14%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
Courage Miller Partners, LLC 42420.55%1.31%2.58%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.01%0.04%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.32%0.62%1.06%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
Summit Asset Management, LLC 27120.07%0.16%0.26%Q2 2013Q3 202339
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1610.00%0.00%0.00%Q2 2013Q3 202337
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
US BANCORP \DE\ 35350.00%0.00%0.00%Q1 2015Q3 202335
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.00%0.00%Q1 2015Q3 202335
Cambridge Investment Research Advisors, Inc. 2840.00%0.01%0.02%Q3 2014Q3 202332
Raymond James Financial Services Advisors, Inc. 31310.00%0.01%0.03%Q1 2016Q3 202331
HighTower Advisors, LLC 19120.00%0.00%0.02%Q4 2015Q3 202331
M&R CAPITAL MANAGEMENT INC 31310.05%0.08%0.09%Q2 2016Q4 202331
Geneos Wealth Management Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
M Holdings Securities, Inc. 2220.12%0.43%1.10%Q4 2013Q2 202330
CWM, LLC 2280.00%0.01%0.03%Q1 2016Q3 202330
RAYMOND JAMES & ASSOCIATES 2270.00%0.00%0.01%Q2 2016Q3 202329
LEVEL FOUR ADVISORY SERVICES, LLC 28280.03%0.06%0.12%Q4 2016Q3 202328
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28280.00%0.00%0.01%Q4 2016Q3 202328
Marietta Wealth Management, LLC 28280.38%1.05%2.07%Q4 2016Q3 202328
FIRST AMERICAN TRUST, FSB 27270.05%0.92%1.69%Q2 2013Q4 201927
Capital Advisors, Ltd. LLC 27270.01%0.02%0.03%Q4 2013Q2 202027
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.05%Q2 2013Q4 201927
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 26260.00%0.00%0.00%Q2 2017Q3 202326
AXA S.A. 26260.04%0.09%0.13%Q2 2013Q3 201926
Ironwood Financial, llc 2330.01%0.03%0.06%Q1 2015Q3 202126
MML INVESTORS SERVICES, LLC 26260.01%0.02%0.06%Q2 2017Q3 202326
Creative Planning 1080.00%0.00%0.00%Q2 2013Q3 202326
Janney Montgomery Scott LLC 25250.00%0.00%0.01%Q3 2017Q3 202325
NWAM LLC 25250.03%0.17%0.35%Q1 2017Q1 202325
ENVESTNET ASSET MANAGEMENT INC 2010.00%0.00%0.00%Q4 2014Q3 202325
Sound Income Strategies, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
HUNTINGTON NATIONAL BANK 1680.00%0.01%0.03%Q1 2009Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
Parkside Financial Bank & Trust 23230.01%0.01%0.01%Q1 2018Q3 202323
Prime Capital Investment Advisors, LLC 1940.01%0.06%0.28%Q4 2017Q3 202323
JANE STREET GROUP, LLC 1010.00%0.01%0.05%Q2 2014Q2 202222
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
BlackRock Inc. 1110.00%0.00%0.00%Q2 2013Q3 202321
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
Citadel Advisors 510.00%0.00%0.01%Q1 2015Q2 202320
AVANTAX ADVISORY SERVICES, INC. 20200.04%0.07%0.18%Q4 2018Q3 202320
Private Advisor Group, LLC 610.00%0.02%0.09%Q2 2014Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
IFP Advisors, Inc 830.00%0.00%0.02%Q4 2016Q3 202219
Global Retirement Partners, LLC 1270.00%0.00%0.00%Q4 2018Q3 202319
Cetera Advisor Networks LLC 710.00%0.01%0.03%Q3 2016Q3 202319
Matrix Trust Co 18183.27%3.89%5.21%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.00%0.01%0.02%Q2 2013Q3 201718
Private Capital Group, LLC 18180.02%0.02%0.02%Q4 2017Q1 202218
STIFEL FINANCIAL CORP 1710.00%0.00%0.00%Q4 2016Q3 202318
Sullivan, Bruyette, Speros & Blaney, LLC 18180.01%0.02%0.02%Q4 2016Q1 202118
FLAGSHIP HARBOR ADVISORS, LLC 1080.00%0.02%0.09%Q2 2018Q1 202318
Tower Research Capital LLC (TRC) 1420.00%0.01%0.03%Q3 2018Q2 202316
Stonebridge Capital Advisors LLC 1150.00%0.02%0.02%Q2 2019Q3 202316
PLANNING DIRECTIONS INC 820.15%0.24%0.37%Q1 2018Q1 202316
Carolina Wealth Advisors, LLC 16160.01%0.02%0.03%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.42%0.58%0.80%Q4 2019Q3 202316
Gleason Group, Inc. 16160.00%0.01%0.01%Q4 2019Q3 202316
Archer Investment Corp 960.00%0.00%0.01%Q4 2019Q3 202315
Burt Wealth Advisors 15150.07%0.23%0.42%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.02%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
MSI Financial Services Inc 15150.01%0.07%0.33%Q2 2013Q4 201615
ISLAY CAPITAL MANAGEMENT, LLC 14140.00%0.01%0.05%Q2 2020Q3 202314
Ancora Advisors LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Cetera Investment Advisers 14140.00%0.01%0.03%Q2 2020Q3 202314
BANK OF MONTREAL /CAN/ 13130.00%0.00%0.00%Q2 2013Q2 201613
Virtu Financial LLC 310.01%0.08%0.31%Q2 2013Q3 201913
Bell Rock Capital LLC 13130.10%0.15%0.31%Q4 2016Q4 201913
MANUFACTURERS LIFE INSURANCE COMPANY, THE 850.00%0.00%0.00%Q4 2013Q2 201813
Pflug Koory, LLC 13130.31%0.35%0.36%Q2 2020Q2 202313
PACIFIC SUN FINANCIAL CORP 610.29%0.34%0.37%Q2 2019Q2 202313
Steward Partners Investment Advisory, LLC 820.00%0.00%0.01%Q4 2016Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.01%0.05%0.08%Q3 2020Q3 202313
THRIVENT FINANCIAL FOR LUTHERANS 12120.00%0.00%0.01%Q1 2019Q4 202112
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.00%0.00%Q4 2016Q3 201912
Joseph P. Lucia & Associates, LLC 620.05%0.10%0.13%Q1 2019Q2 202212
TAP Consulting, LLC 1110.13%0.50%1.52%Q1 2019Q1 202212
Brand Asset Management Group, Inc. 12120.02%0.03%0.04%Q2 2018Q1 202112
Rodgers & Associates, LTD 12120.64%0.73%0.84%Q4 2020Q3 202312
NEXT Financial Group, Inc 610.00%0.02%0.12%Q3 2016Q4 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.02%Q2 2013Q1 201612
Winslow, Evans & Crocker, Inc. 11110.00%0.00%0.00%Q2 2017Q4 201911
Financial Advocates Investment Management 920.02%0.09%0.24%Q4 2017Q1 202111
Retirement Group, LLC 740.01%0.01%0.01%Q4 2020Q3 202311
Western Wealth Management, LLC 810.02%0.06%0.09%Q4 2018Q3 202311
Ausdal Financial Partners, Inc. 1010.06%0.10%0.12%Q4 2015Q3 201811
AdvisorNet Financial, Inc 1010.00%0.00%0.00%Q4 2017Q3 202311
DAVENPORT & Co LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
Bank of New York Mellon Corp 11110.00%0.00%0.00%Q2 2016Q4 201811
Kestra Advisory Services, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Versant Capital Management, Inc 10100.00%0.00%0.00%Q2 2019Q3 202110
Baird Financial Group, Inc. 10100.01%0.01%0.02%Q2 2021Q3 202310
BLAIR WILLIAM & CO/IL 10100.00%0.00%0.00%Q2 2019Q3 202110
DB Wealth Management Group, LLC 10100.04%0.07%0.18%Q2 2021Q3 202310
Ameritas Investment Partners, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
MBM Wealth Consultants, LLC 10100.01%0.01%0.01%Q4 2020Q1 202310
FLAGSTAR ADVISORS INC 990.83%1.89%2.49%Q3 2021Q3 20239
Clearview Wealth Advisors LLC 990.01%0.01%0.02%Q4 2020Q4 20229
Integrated Advisors Network LLC 880.03%0.57%1.12%Q2 2020Q1 20228
FLOW TRADERS U.S. LLC 880.02%0.05%0.08%Q4 2020Q3 20228
FIRST MANHATTAN CO. LLC. 880.00%0.00%0.00%Q4 2021Q3 20238
Operose Advisors LLC 880.02%0.02%0.04%Q4 2021Q3 20238
SG Americas Securities, LLC 880.01%0.01%0.02%Q3 2014Q2 20168
JPMORGAN CHASE & CO 710.00%0.00%0.00%Q3 2020Q3 20228
Black Diamond Financial, LLC 880.20%1.09%1.37%Q4 2021Q3 20238
SRS Capital Advisors, Inc. 880.00%0.00%0.00%Q4 2016Q3 20188
Spire Wealth Management 880.00%0.00%0.00%Q4 2021Q3 20238
ATHERTON LANE ADVISERS, LLC 770.04%0.05%0.05%Q2 2014Q4 20157
Paragon Private Wealth Management, LLC 770.22%0.34%0.42%Q4 2021Q2 20237
MEEDER ASSET MANAGEMENT INC 610.00%0.01%0.01%Q1 2014Q3 20197
HARBOUR INVESTMENTS, INC. 430.00%0.00%0.01%Q1 2021Q3 20237
B. Riley Wealth Advisors, Inc. 770.04%0.04%0.05%Q1 2017Q3 20187
Vivaldi Capital Management LP 770.20%0.29%0.42%Q1 2022Q3 20237
Jackson Creek Investment Advisors LLC 770.17%0.19%0.20%Q1 2022Q3 20237
SeaCrest Wealth Management, LLC 610.01%0.03%0.04%Q2 2021Q3 20237
M&T BANK CORP 770.00%0.00%0.00%Q1 2022Q3 20237
Cornerstone Wealth Management, LLC 210.01%0.05%0.13%Q1 2017Q1 20196
CORNERCAP INVESTMENT COUNSEL INC 510.51%0.57%0.62%Q3 2020Q1 20226
US FINANCIAL ADVISORS, LLC 660.02%0.04%0.07%Q4 2014Q1 20166
Advisory Services Network, LLC 210.00%0.00%0.01%Q1 2020Q1 20236
Cordasco Financial Network 660.02%0.02%0.02%Q4 2013Q1 20156
SAGE FINANCIAL GROUP INC 660.05%0.05%0.05%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Windsor Wealth Management, Inc. 410.04%0.04%0.04%Q2 2021Q2 20236
Orgel Wealth Management, LLC 660.02%0.41%0.67%Q2 2022Q3 20236
Bedel Financial Consulting, Inc. 660.00%0.55%0.83%Q1 2022Q2 20236
Allworth Financial LP 660.00%0.00%0.00%Q1 2021Q2 20226
B. Riley Wealth Management, Inc. 660.02%0.02%0.02%Q1 2014Q2 20156
Lenox Wealth Management, Inc. 660.00%0.00%0.00%Q4 2015Q1 20176
Atlas Private Wealth Advisors 660.01%0.03%0.03%Q2 2020Q3 20216
Voya Financial Advisors, Inc. 550.02%0.02%0.03%Q1 2019Q1 20205
BADGLEY PHELPS & BELL INC 550.01%0.01%0.02%Q3 2018Q3 20195
Cetera Advisors LLC 410.01%0.01%0.01%Q3 2018Q4 20195
CAHILL FINANCIAL ADVISORS INC 550.04%0.04%0.05%Q3 2022Q3 20235
Kovack Advisors, Inc. 410.05%0.06%0.08%Q2 2017Q4 20185
Transamerica Financial Advisors, Inc. 550.00%0.00%0.00%Q1 2015Q1 20165
MCF Advisors LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Merit Financial Group, LLC 550.04%0.04%0.05%Q3 2022Q3 20235
AIRE ADVISORS, LLC 550.22%0.43%0.54%Q3 2022Q3 20235
Timber Hill LLC 410.00%0.01%0.01%Q4 2013Q3 20155
Retirement Planning Group, LLC 550.12%0.19%0.27%Q3 2022Q3 20235
NewEdge Advisors, LLC 410.00%0.00%0.00%Q2 2017Q3 20235
Titus Wealth Management 320.19%0.22%0.27%Q4 2017Q4 20195
COLONY GROUP LLC 550.01%0.01%0.02%Q1 2019Q1 20205
ASSETMARK, INC 210.00%0.00%0.00%Q2 2021Q2 20235
MASSMUTUAL TRUST CO FSB/ADV 550.00%0.00%0.00%Q4 2021Q4 20225
PRIVATE TRUST CO NA 550.01%0.01%0.02%Q2 2022Q2 20235
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Madison Wealth Partners, Inc 440.19%0.22%0.25%Q4 2022Q3 20234
James J. Burns & Company, LLC 440.10%0.13%0.21%Q4 2022Q3 20234
CLEAR INVESTMENT RESEARCH, LLC 440.02%0.17%0.24%Q4 2022Q3 20234
GUARDIAN WEALTH ADVISORS, LLC / NC 440.02%0.04%0.06%Q4 2022Q3 20234
Bogart Wealth, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Aptus Capital Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Mariner, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
TOWNSQUARE CAPITAL LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Full Sail Capital, LLC 440.12%0.14%0.17%Q1 2019Q4 20194
DDFG, Inc 440.10%0.15%0.17%Q4 2022Q3 20234
GOLDMAN SACHS GROUP INC 310.00%0.00%0.00%Q2 2017Q4 20214
Surevest, LLC 440.05%0.81%1.08%Q4 2021Q3 20224
Sowell Financial Services LLC 440.02%0.08%0.13%Q1 2021Q4 20214
Noven Financial Group, Inc. 211.97%2.28%2.62%Q4 2013Q3 20143
Laidlaw Wealth Management LLC 330.04%0.04%0.04%Q4 2022Q2 20233
Intelligence Driven Advisers, LLC 330.10%0.26%0.35%Q4 2018Q2 20193
Gradient Investments LLC 210.00%0.00%0.00%Q3 2019Q3 20223
DFPG INVESTMENTS, LLC 330.12%0.16%0.25%Q1 2023Q3 20233
COLLECTIVE FAMILY OFFICE LLC 330.15%0.18%0.24%Q3 2022Q1 20233
ALLIANCEBERNSTEIN L.P. 330.00%0.00%0.00%Q2 2014Q4 20143
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q4 2017Q1 20193
OLD SECOND NATIONAL BANK OF AURORA 330.00%0.00%0.00%Q1 2021Q3 20213
Ellis Investment Partners, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
PALLADIUM PARTNERS LLC 210.00%0.00%0.00%Q2 2013Q1 20143
Integrated Wealth Concepts LLC 330.01%0.01%0.01%Q1 2023Q3 20233
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 331.85%1.92%1.98%Q1 2023Q3 20233
PCA Investment Advisory Services Inc. 331.02%1.08%1.17%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.15%0.15%0.16%Q1 2023Q3 20233
Concord Wealth Partners 330.00%0.00%0.00%Q1 2023Q3 20233
NATIONAL PLANNING CORP 210.00%0.02%0.04%Q4 2014Q3 20173
Trivant Custom Portfolio Group, LLC 330.15%0.17%0.18%Q1 2023Q3 20233
Perigon Wealth Management, LLC 210.01%0.02%0.03%Q4 2017Q4 20203
J.W. COLE ADVISORS, INC. 330.02%0.02%0.02%Q1 2023Q3 20233
Prospera Financial Services Inc 210.00%0.01%0.01%Q3 2020Q2 20223
Horizon Investment Services, LLC 330.11%0.12%0.15%Q2 2014Q4 20143
CIBC WORLD MARKET INC. 330.00%0.00%0.00%Q4 2016Q2 20173
Capital Analysts, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CAPTRUST FINANCIAL ADVISORS 220.00%0.00%0.00%Q3 2021Q4 20212
SIGNATUREFD, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
Aspire Capital Advisors LLC 222.30%2.34%2.37%Q2 2022Q3 20222
HANCOCK WHITNEY CORP 220.01%0.01%0.01%Q1 2015Q2 20152
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q1 2022Q3 20232
Simplicity Solutions, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
HRT FINANCIAL LP 220.25%0.30%0.36%Q2 2015Q3 20152
VAUGHAN DAVID INVESTMENTS LLC/IL 220.02%0.02%0.02%Q4 2017Q1 20182
OLD MISSION CAPITAL LLC 220.06%0.06%0.07%Q1 2022Q2 20222
Baystate Wealth Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MEANS INVESTMENT CO., INC. 220.04%0.04%0.05%Q4 2022Q1 20232
First Allied Advisory Services, Inc. 110.00%0.01%0.02%Q3 2013Q3 20192
WFG Advisors, LP 220.00%0.00%0.00%Q1 2017Q2 20172
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.02%0.03%0.04%Q4 2020Q1 20212
Brookstone Capital Management 220.91%1.02%1.14%Q4 2016Q1 20172
Atria Wealth Solutions, Inc. 220.03%0.03%0.03%Q2 2023Q3 20232
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q4 2017Q3 20182
Investors Capital Advisory Services 220.06%0.06%0.06%Q4 2014Q1 20152
TWO SIGMA SECURITIES, LLC 220.00%0.00%0.01%Q4 2018Q1 20192
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Hudock, Inc. 220.03%0.03%0.03%Q1 2020Q2 20202
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Newbridge Financial Services Group, Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
KINGSWOOD WEALTH ADVISORS, LLC 220.04%0.06%0.08%Q2 2023Q3 20232
Lifeworks Advisors, LLC 220.09%0.11%0.13%Q2 2023Q3 20232
AE Wealth Management LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Russell Investments Group, Ltd. 220.00%0.00%0.00%Q2 2023Q3 20232
Signator Financial Services, Inc. 220.08%0.08%0.08%Q2 2013Q3 20132
INVESTMENT CENTERS OF AMERICA INC 220.02%0.02%0.02%Q2 2017Q3 20172
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Merriman Wealth Management, LLC 220.37%0.39%0.41%Q4 2016Q1 20172
Virtu KCG Holdings LLC 110.02%0.02%0.03%Q3 2014Q1 20172
Bradley & Co. Private Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SignalPoint Asset Management, LLC 110.06%0.06%0.06%Q3 2016Q3 20161
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
LEAVELL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2010Q2 20101
Lenox Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2014Q4 20141
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q4 2018Q4 20181
Oak Asset Management, LLC 110.87%0.87%0.87%Q2 2022Q2 20221
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
Gladstone Institutional Advisory LLC 110.13%0.13%0.13%Q1 2022Q1 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
CMC Financial Group 110.19%0.19%0.19%Q4 2020Q4 20201
Stratos Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Avior Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q1 2014Q1 20141
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q4 2021Q4 20211
Partnervest Advisory Services LLC 110.03%0.03%0.03%Q2 2014Q2 20141
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q2 2022Q2 20221
BEDEL FINANCIAL CONSULTING INC 110.73%0.73%0.73%Q3 2023Q3 20231
Capital Square, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Ipsen Advisor Group LLC 114.42%4.42%4.42%Q4 2022Q4 20221
Revisor Wealth Management LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Patriot Financial Group Insurance Agency, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Independent Advisor Alliance 110.02%0.02%0.02%Q4 2019Q4 20191
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
Salomon & Ludwin, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Ground Swell Capital, LLC 110.08%0.08%0.08%Q2 2014Q2 20141
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q2 2013Q2 20131
WBI INVESTMENTS, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
F3Logic, LLC 110.43%0.43%0.43%Q1 2018Q1 20181
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q1 2017Q1 20171
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Retirement Planning Co of New England, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
MARK SHEPTOFF FINANCIAL PLANNING, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
VSR Financial Services, Inc. 110.03%0.03%0.03%Q1 2014Q1 20141
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Goelzer Investment Management, Inc. 110.03%0.03%0.03%Q3 2019Q3 20191
Strategic Blueprint, LLC 110.09%0.09%0.09%Q3 2019Q3 20191
Rockbridge Investment Management, LCC 110.00%0.00%0.00%Q4 2021Q4 20211
BAROMETER CAPITAL MANAGEMENT INC. 110.22%0.22%0.22%Q2 2016Q2 20161
Richwood Investment Advisors, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
AURORA FINANCIAL ADVISORS, LLC 110.29%0.29%0.29%Q4 2017Q4 20171
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This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.