ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CITIGROUP INC 45450.00%0.00%0.00%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.00%0.01%Q2 2013Q2 202445
AMERIPRISE FINANCIAL INC 45450.00%0.00%0.02%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.00%0.01%Q2 2013Q2 202445
Plante Moran Financial Advisors, LLC 45450.02%0.07%0.14%Q2 2013Q2 202445
LPL Financial LLC 45450.01%0.01%0.04%Q2 2013Q2 202445
GHP Investment Advisors, Inc. 45450.30%0.60%1.06%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.00%0.00%Q2 2013Q2 202445
Courage Miller Partners, LLC 45450.53%1.26%2.58%Q2 2013Q2 202445
ROYAL BANK OF CANADA 45450.00%0.00%0.00%Q2 2013Q2 202445
Summit Asset Management, LLC 27150.06%0.16%0.26%Q2 2013Q2 202442
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1910.00%0.00%0.00%Q2 2013Q2 202440
UBS Group AG 39390.00%0.00%0.01%Q4 2014Q2 202439
PNC FINANCIAL SERVICES GROUP, INC. 38380.00%0.00%0.00%Q1 2015Q2 202438
US BANCORP \DE\ 38380.00%0.00%0.00%Q1 2015Q2 202438
Cambridge Investment Research Advisors, Inc. 3140.00%0.01%0.02%Q3 2014Q2 202435
Raymond James Financial Services Advisors, Inc. 34340.00%0.01%0.03%Q1 2016Q2 202434
Geneos Wealth Management Inc. 34340.00%0.00%0.01%Q1 2016Q2 202434
HighTower Advisors, LLC 19150.00%0.00%0.02%Q4 2015Q2 202434
CWM, LLC 22110.00%0.01%0.03%Q1 2016Q2 202433
M&R CAPITAL MANAGEMENT INC 33330.05%0.08%0.10%Q2 2016Q2 202433
RAYMOND JAMES & ASSOCIATES 2570.00%0.00%0.01%Q2 2016Q2 202432
M Holdings Securities, Inc. 2220.12%0.42%1.10%Q4 2013Q4 202332
Marietta Wealth Management, LLC 31310.38%1.02%2.07%Q4 2016Q2 202431
LEVEL FOUR ADVISORY SERVICES, LLC 31310.03%0.06%0.12%Q4 2016Q2 202431
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 31310.00%0.00%0.01%Q4 2016Q2 202431
Creative Planning 1380.00%0.00%0.00%Q2 2013Q2 202429
MML INVESTORS SERVICES, LLC 29290.01%0.02%0.06%Q2 2017Q2 202429
ENVESTNET ASSET MANAGEMENT INC 2310.00%0.00%0.00%Q4 2014Q2 202428
Janney Montgomery Scott LLC 28280.00%0.00%0.01%Q3 2017Q2 202428
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.05%Q2 2013Q4 201927
HUNTINGTON NATIONAL BANK 16110.00%0.01%0.03%Q1 2009Q2 202427
Capital Advisors, Ltd. LLC 27270.01%0.02%0.03%Q4 2013Q2 202027
COMMONWEALTH EQUITY SERVICES, LLC 27270.01%0.02%0.04%Q4 2017Q2 202427
Sound Income Strategies, LLC 27270.00%0.00%0.00%Q4 2017Q2 202427
FIRST AMERICAN TRUST, FSB 27270.05%0.92%1.69%Q2 2013Q4 201927
McIlrath & Eck, LLC 27270.01%0.01%0.02%Q4 2017Q2 202427
Ironwood Financial, llc 2330.01%0.03%0.06%Q1 2015Q3 202126
Parkside Financial Bank & Trust 26260.01%0.01%0.01%Q1 2018Q2 202426
AXA S.A. 26260.04%0.09%0.13%Q2 2013Q3 201926
Prime Capital Investment Advisors, LLC 2240.01%0.05%0.28%Q4 2017Q2 202426
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 26260.00%0.00%0.00%Q2 2017Q3 202326
NWAM LLC 25250.03%0.17%0.35%Q1 2017Q1 202325
FMR LLC 24240.00%0.00%0.00%Q3 2018Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.01%Q3 2018Q2 202424
BlackRock Finance, Inc. 1410.00%0.00%0.00%Q2 2013Q2 202424
AVANTAX ADVISORY SERVICES, INC. 23230.03%0.07%0.18%Q4 2018Q2 202423
Global Retirement Partners, LLC 12100.00%0.00%0.00%Q4 2018Q2 202422
JANE STREET GROUP, LLC 1010.00%0.01%0.05%Q2 2014Q2 202222
Citadel Advisors 510.00%0.00%0.01%Q1 2015Q2 202422
Private Advisor Group, LLC 610.00%0.01%0.09%Q2 2014Q2 202422
Matrix Trust Co 21213.27%3.85%5.21%Q2 2019Q2 202421
STIFEL FINANCIAL CORP 2010.00%0.00%0.00%Q4 2016Q2 202421
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
Cetera Advisor Networks LLC 810.00%0.01%0.03%Q3 2016Q4 202320
IFP Advisors, Inc 830.00%0.00%0.02%Q4 2016Q3 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Tower Research Capital LLC (TRC) 1420.00%0.01%0.03%Q3 2018Q2 202419
Equitable Holdings, Inc. 19190.29%0.55%0.80%Q4 2019Q2 202419
Gleason Group, Inc. 19190.00%0.01%0.01%Q4 2019Q2 202419
Carolina Wealth Advisors, LLC 19190.01%0.02%0.03%Q4 2019Q2 202419
OSAIC HOLDINGS, INC. 18180.00%0.01%0.02%Q1 2020Q2 202418
Private Capital Group, LLC 18180.02%0.02%0.02%Q4 2017Q1 202218
Commonwealth Equity Services, Inc 18180.00%0.01%0.02%Q2 2013Q3 201718
Sullivan, Bruyette, Speros & Blaney, LLC 18180.01%0.02%0.02%Q4 2016Q1 202118
Archer Investment Corp 1260.00%0.00%0.01%Q4 2019Q2 202418
Burt Wealth Advisors 18180.07%0.24%0.42%Q1 2020Q2 202418
FLAGSHIP HARBOR ADVISORS, LLC 1080.00%0.02%0.09%Q2 2018Q1 202318
PACIFIC SUN FINANCIAL CORP 650.29%0.34%0.37%Q2 2019Q2 202417
Ancora Advisors LLC 17170.00%0.00%0.00%Q2 2020Q2 202417
ISLAY CAPITAL MANAGEMENT, LLC 17170.00%0.01%0.05%Q2 2020Q2 202417
KESTRA PRIVATE WEALTH SERVICES, LLC 16160.01%0.04%0.08%Q3 2020Q2 202416
BANK OF MONTREAL /CAN/ 1330.00%0.00%0.00%Q2 2013Q2 202416
PLANNING DIRECTIONS INC 820.15%0.24%0.37%Q1 2018Q1 202316
Stonebridge Capital Advisors LLC 1150.00%0.02%0.02%Q2 2019Q3 202316
Cetera Investment Advisers 16160.00%0.01%0.03%Q2 2020Q1 202416
Steward Partners Investment Advisory, LLC 820.00%0.00%0.01%Q4 2016Q2 202416
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
Rodgers & Associates, LTD 15150.64%0.73%0.84%Q4 2020Q2 202415
Western Wealth Management, LLC 1110.02%0.06%0.09%Q4 2018Q2 202414
DAVENPORT & Co LLC 14140.00%0.01%0.02%Q1 2021Q2 202414
AdvisorNet Financial, Inc 1310.00%0.00%0.00%Q4 2017Q2 202414
Retirement Group, LLC 760.01%0.01%0.01%Q4 2020Q1 202413
Ameritas Investment Partners, Inc. 13130.00%0.00%0.00%Q2 2021Q2 202413
Pflug Koory, LLC 13130.31%0.35%0.36%Q2 2020Q2 202313
Bell Rock Capital LLC 13130.10%0.15%0.31%Q4 2016Q4 201913
Virtu Financial LLC 310.01%0.08%0.31%Q2 2013Q3 201913
Baird Financial Group, Inc. 13130.01%0.01%0.02%Q2 2021Q2 202413
Kestra Advisory Services, LLC 13130.00%0.00%0.01%Q2 2021Q2 202413
MANUFACTURERS LIFE INSURANCE COMPANY, THE 850.00%0.00%0.00%Q4 2013Q2 201813
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.02%Q2 2013Q1 201612
FLAGSTAR ADVISORS INC 12120.56%1.57%2.49%Q3 2021Q2 202412
Brand Asset Management Group, Inc. 12120.02%0.03%0.04%Q2 2018Q1 202112
TAP Consulting, LLC 1110.13%0.50%1.52%Q1 2019Q1 202212
THRIVENT FINANCIAL FOR LUTHERANS 12120.00%0.00%0.01%Q1 2019Q4 202112
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 12120.00%0.00%0.00%Q4 2016Q3 201912
NEXT Financial Group, Inc 610.00%0.02%0.12%Q3 2016Q4 202112
Joseph P. Lucia & Associates, LLC 620.05%0.10%0.13%Q1 2019Q2 202212
Bank of New York Mellon Corp 11110.00%0.00%0.00%Q2 2016Q4 201811
Black Diamond Financial, LLC 11110.20%1.16%1.38%Q4 2021Q2 202411
Operose Advisors LLC 11110.02%0.02%0.04%Q4 2021Q2 202411
Financial Advocates Investment Management 920.02%0.09%0.24%Q4 2017Q1 202111
Ausdal Financial Partners, Inc. 1010.06%0.10%0.12%Q4 2015Q3 201811
Winslow, Evans & Crocker, Inc. 11110.00%0.00%0.00%Q2 2017Q4 201911
DB Wealth Management Group, LLC 11110.04%0.07%0.18%Q2 2021Q4 202311
FIRST MANHATTAN CO. LLC. 11110.00%0.00%0.00%Q4 2021Q2 202411
Vivaldi Capital Management LP 10100.20%0.34%0.46%Q1 2022Q2 202410
Bedel Financial Consulting, Inc. 10100.00%0.61%0.83%Q1 2022Q2 202410
JPMORGAN CHASE & CO 710.00%0.00%0.00%Q3 2020Q2 202410
HARBOUR INVESTMENTS, INC. 730.00%0.01%0.01%Q1 2021Q2 202410
BLAIR WILLIAM & CO/IL 10100.00%0.00%0.00%Q2 2019Q3 202110
Versant Capital Management, Inc 10100.00%0.00%0.00%Q2 2019Q3 202110
MBM Wealth Consultants, LLC 10100.01%0.01%0.01%Q4 2020Q1 202310
M&T BANK CORP 10100.00%0.00%0.00%Q1 2022Q2 202410
Jackson Creek Investment Advisors LLC 10100.17%0.20%0.22%Q1 2022Q2 202410
SAGE FINANCIAL GROUP INC 990.05%0.05%0.05%Q2 2022Q2 20249
Orgel Wealth Management, LLC 990.02%0.50%0.72%Q2 2022Q2 20249
Spire Wealth Management 990.00%0.00%0.00%Q4 2021Q4 20239
Clearview Wealth Advisors LLC 990.01%0.01%0.02%Q4 2020Q4 20229
MCF Advisors LLC 880.00%0.00%0.00%Q3 2022Q2 20248
ASSETMARK, INC 310.00%0.00%0.00%Q2 2021Q2 20248
HANTZ FINANCIAL SERVICES, INC. 880.00%0.00%0.00%Q3 2022Q2 20248
NewEdge Advisors, LLC 710.00%0.00%0.00%Q2 2017Q2 20248
SRS Capital Advisors, Inc. 880.00%0.00%0.00%Q4 2016Q3 20188
CAHILL FINANCIAL ADVISORS INC 880.04%0.04%0.05%Q3 2022Q2 20248
Integrated Advisors Network LLC 880.03%0.57%1.12%Q2 2020Q1 20228
SG Americas Securities, LLC 880.01%0.01%0.02%Q3 2014Q2 20168
FLOW TRADERS U.S. LLC 880.02%0.05%0.08%Q4 2020Q3 20228
Retirement Planning Group, LLC 880.10%0.17%0.27%Q3 2022Q2 20248
AIRE ADVISORS, LLC 880.22%0.50%0.64%Q3 2022Q2 20248
Merit Financial Group, LLC 880.04%0.05%0.06%Q3 2022Q2 20248
ATHERTON LANE ADVISERS, LLC 770.04%0.05%0.05%Q2 2014Q4 20157
CLEAR INVESTMENT RESEARCH, LLC 770.02%0.18%0.24%Q4 2022Q2 20247
Mariner, LLC 770.01%0.01%0.01%Q4 2022Q2 20247
GUARDIAN WEALTH ADVISORS, LLC / NC 770.02%0.04%0.06%Q4 2022Q2 20247
Focus Financial Network, Inc. 770.03%0.10%0.16%Q1 2019Q3 20207
Aptus Capital Advisors, LLC 770.00%0.01%0.01%Q4 2022Q2 20247
Corient Private Wealth LLC 770.01%0.01%0.01%Q4 2022Q2 20247
MEEDER ASSET MANAGEMENT INC 610.00%0.01%0.01%Q1 2014Q3 20197
MASSMUTUAL TRUST CO FSB/ADV 520.00%0.00%0.00%Q4 2021Q2 20247
Paragon Private Wealth Management, LLC 770.22%0.34%0.42%Q4 2021Q2 20237
DDFG, Inc 770.10%0.14%0.19%Q4 2022Q2 20247
Madison Wealth Partners, Inc 770.19%0.22%0.25%Q4 2022Q2 20247
SeaCrest Wealth Management, LLC 610.01%0.03%0.04%Q2 2021Q3 20237
Advisory Services Network, LLC 210.00%0.00%0.01%Q1 2020Q4 20237
B. Riley Wealth Advisors, Inc. 770.04%0.04%0.05%Q1 2017Q3 20187
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
US FINANCIAL ADVISORS, LLC 660.02%0.04%0.07%Q4 2014Q1 20166
B. Riley Wealth Management, Inc. 660.02%0.02%0.02%Q1 2014Q2 20156
CORNERCAP INVESTMENT COUNSEL INC 510.51%0.57%0.62%Q3 2020Q1 20226
Integrated Wealth Concepts LLC 660.01%0.01%0.01%Q1 2023Q2 20246
Allworth Financial LP 660.00%0.00%0.00%Q1 2021Q2 20226
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Windsor Wealth Management, Inc. 410.04%0.04%0.04%Q2 2021Q2 20236
Atlas Private Wealth Advisors 660.01%0.03%0.03%Q2 2020Q3 20216
Cordasco Financial Network 660.02%0.02%0.02%Q4 2013Q1 20156
Cornerstone Wealth Management, LLC 210.01%0.05%0.13%Q1 2017Q1 20196
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 661.41%1.80%1.98%Q1 2023Q2 20246
PCA Investment Advisory Services Inc. 660.62%0.87%1.17%Q1 2023Q2 20246
J.W. COLE ADVISORS, INC. 660.02%0.02%0.02%Q1 2023Q2 20246
GOLDMAN SACHS GROUP INC 310.00%0.00%0.00%Q2 2017Q2 20246
Cape Investment Advisory, Inc. 660.13%0.15%0.16%Q1 2023Q2 20246
James J. Burns & Company, LLC 510.09%0.12%0.21%Q4 2022Q2 20246
Trivant Custom Portfolio Group, LLC 660.15%0.17%0.18%Q1 2023Q2 20246
Lenox Wealth Management, Inc. 660.00%0.00%0.00%Q4 2015Q1 20176
TOWNSQUARE CAPITAL LLC 550.01%0.01%0.02%Q4 2022Q4 20235
Transamerica Financial Advisors, Inc. 550.00%0.00%0.00%Q1 2015Q1 20165
BADGLEY PHELPS & BELL INC 550.01%0.01%0.02%Q3 2018Q3 20195
Kovack Advisors, Inc. 410.05%0.06%0.08%Q2 2017Q4 20185
Voya Financial Advisors, Inc. 550.02%0.02%0.03%Q1 2019Q1 20205
Titus Wealth Management 320.19%0.22%0.27%Q4 2017Q4 20195
Cetera Advisors LLC 410.01%0.01%0.01%Q3 2018Q4 20195
PRIVATE TRUST CO NA 550.01%0.01%0.02%Q2 2022Q2 20235
Householder Group Estate & Retirement Specialist, LLC 410.00%0.00%0.00%Q1 2023Q2 20245
Atria Wealth Solutions, Inc. 550.02%0.03%0.03%Q2 2023Q2 20245
Timber Hill LLC 410.00%0.01%0.01%Q4 2013Q3 20155
CAPTRUST FINANCIAL ADVISORS 320.00%0.00%0.00%Q3 2021Q2 20245
Russell Investments Group, Ltd. 550.00%0.00%0.00%Q2 2023Q2 20245
COLONY GROUP LLC 550.01%0.01%0.02%Q1 2019Q1 20205
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Capital Analysts, LLC 440.00%0.00%0.00%Q1 2023Q4 20234
Sowell Financial Services LLC 440.02%0.08%0.13%Q1 2021Q4 20214
Surevest, LLC 440.05%0.81%1.08%Q4 2021Q3 20224
Full Sail Capital, LLC 440.12%0.14%0.17%Q1 2019Q4 20194
Salomon & Ludwin, LLC 440.00%0.01%0.02%Q3 2023Q2 20244
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
DFPG INVESTMENTS, LLC 440.12%0.15%0.25%Q1 2023Q4 20234
NBC SECURITIES, INC. 440.00%0.00%0.00%Q3 2023Q2 20244
Bogart Wealth, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Rockbridge Investment Management, LCC 310.00%0.00%0.00%Q4 2021Q4 20234
Concord Wealth Partners 330.00%0.00%0.00%Q1 2023Q3 20233
Gradient Investments LLC 210.00%0.00%0.00%Q3 2019Q3 20223
Intelligence Driven Advisers, LLC 330.10%0.26%0.35%Q4 2018Q2 20193
Lifeworks Advisors, LLC 330.08%0.10%0.13%Q2 2023Q4 20233
Colony Group, LLC 330.00%0.01%0.01%Q4 2023Q2 20243
Horizon Investment Services, LLC 330.11%0.12%0.15%Q2 2014Q4 20143
Prospera Financial Services Inc 210.00%0.01%0.01%Q3 2020Q2 20223
Laidlaw Wealth Management LLC 330.04%0.04%0.04%Q4 2022Q2 20233
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
PALLADIUM PARTNERS LLC 210.00%0.00%0.00%Q2 2013Q1 20143
Ellis Investment Partners, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
OLD SECOND NATIONAL BANK OF AURORA 330.00%0.00%0.00%Q1 2021Q3 20213
Steele Capital Management, Inc. 330.87%0.93%1.00%Q4 2023Q2 20243
Bradley & Co. Private Wealth Management, LLC 330.00%0.00%0.00%Q3 2023Q1 20243
ALLIANCEBERNSTEIN L.P. 330.00%0.00%0.00%Q2 2014Q4 20143
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q4 2017Q1 20193
New Insight Wealth Advisors 330.14%0.18%0.21%Q4 2023Q2 20243
Perigon Wealth Management, LLC 210.01%0.02%0.03%Q4 2017Q4 20203
CIBC WORLD MARKET INC. 330.00%0.00%0.00%Q4 2016Q2 20173
AE Wealth Management LLC 210.00%0.01%0.01%Q4 2019Q2 20243
Davis Capital Management 330.00%0.00%0.00%Q4 2023Q2 20243
Noven Financial Group, Inc. 211.97%2.28%2.62%Q4 2013Q3 20143
NATIONAL PLANNING CORP 210.00%0.02%0.04%Q4 2014Q3 20173
TIAA TRUST, NATIONAL ASSOCIATION 330.00%0.00%0.00%Q4 2023Q2 20243
ALTFEST L J & CO INC 330.04%0.06%0.08%Q4 2023Q2 20243
LaFleur & Godfrey LLC 330.03%0.05%0.08%Q4 2023Q2 20243
Smartleaf Asset Management LLC 330.01%0.02%0.03%Q4 2023Q2 20243
COLLECTIVE FAMILY OFFICE LLC 330.15%0.18%0.24%Q3 2022Q1 20233
Baystate Wealth Management LLC 330.00%0.00%0.00%Q2 2023Q4 20233
TD Capital Management LLC 220.00%0.00%0.00%Q1 2024Q2 20242
TRANSCEND CAPITAL ADVISORS, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2013Q2 20242
INVESTMENT CENTERS OF AMERICA INC 220.02%0.02%0.02%Q2 2017Q3 20172
First Personal Financial Services 220.00%0.00%0.00%Q1 2024Q2 20242
Revisor Wealth Management LLC 110.18%0.18%0.18%Q3 2023Q1 20242
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Simplicity Solutions, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Newbridge Financial Services Group, Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
Beacon Capital Management, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
Virtu KCG Holdings LLC 110.02%0.02%0.03%Q3 2014Q1 20172
KINGSWOOD WEALTH ADVISORS, LLC 220.04%0.06%0.08%Q2 2023Q3 20232
SIGNATUREFD, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
HANCOCK WHITNEY CORP 220.01%0.01%0.01%Q1 2015Q2 20152
Investors Capital Advisory Services 220.06%0.06%0.06%Q4 2014Q1 20152
LRI Investments, LLC 220.18%0.30%0.42%Q1 2024Q2 20242
VAUGHAN DAVID INVESTMENTS LLC/IL 220.02%0.02%0.02%Q4 2017Q1 20182
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.02%0.03%0.04%Q4 2020Q1 20212
HRT FINANCIAL LP 220.25%0.30%0.36%Q2 2015Q3 20152
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q1 2022Q3 20232
FSA Wealth Management LLC 220.00%0.00%0.00%Q4 2023Q1 20242
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
Brookstone Capital Management 220.91%1.02%1.14%Q4 2016Q1 20172
Signator Financial Services, Inc. 220.08%0.08%0.08%Q2 2013Q3 20132
Diversify Advisory Services, LLC 220.09%0.09%0.09%Q1 2024Q2 20242
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q4 2017Q3 20182
Hudock, Inc. 220.03%0.03%0.03%Q1 2020Q2 20202
OLD MISSION CAPITAL LLC 220.06%0.06%0.07%Q1 2022Q2 20222
MEANS INVESTMENT CO., INC. 220.04%0.04%0.05%Q4 2022Q1 20232
Merriman Wealth Management, LLC 220.37%0.39%0.41%Q4 2016Q1 20172
Aspire Capital Advisors LLC 222.30%2.34%2.37%Q2 2022Q3 20222
TWO SIGMA SECURITIES, LLC 220.00%0.00%0.01%Q4 2018Q1 20192
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Patriot Financial Group Insurance Agency, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Lenox Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2014Q4 20141
Bouchey Financial Group Ltd 110.02%0.02%0.02%Q1 2024Q1 20241
BEACON FINANCIAL GROUP 110.02%0.02%0.02%Q1 2024Q1 20241
Oak Asset Management, LLC 110.87%0.87%0.87%Q2 2022Q2 20221
Independent Advisor Alliance 110.02%0.02%0.02%Q4 2019Q4 20191
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q2 2022Q2 20221
Gladstone Institutional Advisory LLC 110.13%0.13%0.13%Q1 2022Q1 20221
Strategic Blueprint, LLC 110.09%0.09%0.09%Q3 2019Q3 20191
F3Logic, LLC 110.43%0.43%0.43%Q1 2018Q1 20181
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q4 2023Q4 20231
Richwood Investment Advisors, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q4 2021Q4 20211
Avior Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
LEAVELL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2010Q2 20101
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Square, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
BEDEL FINANCIAL CONSULTING INC 110.73%0.73%0.73%Q3 2023Q3 20231
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
Stratos Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Willis Johnson & Associates, Inc. 110.03%0.03%0.03%Q2 2024Q2 20241
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q4 2018Q4 20181
Imprint Wealth LLC 110.06%0.06%0.06%Q1 2024Q1 20241
BAROMETER CAPITAL MANAGEMENT INC. 110.22%0.22%0.22%Q2 2016Q2 20161
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
AURORA FINANCIAL ADVISORS, LLC 110.29%0.29%0.29%Q4 2017Q4 20171
Ashton Thomas Private Wealth, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
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
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
Ground Swell Capital, LLC 110.08%0.08%0.08%Q2 2014Q2 20141
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Goelzer Investment Management, Inc. 110.03%0.03%0.03%Q3 2019Q3 20191
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q1 2014Q1 20141
Partnervest Advisory Services LLC 110.03%0.03%0.03%Q2 2014Q2 20141
WBI INVESTMENTS, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q2 2013Q2 20131
Arlington Financial Advisors, LLC 113.79%3.79%3.79%Q4 2023Q4 20231
SignalPoint Asset Management, LLC 110.06%0.06%0.06%Q3 2016Q3 20161
CMC Financial Group 110.19%0.19%0.19%Q4 2020Q4 20201
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
External links

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