ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Freedom Investment Management, Inc. 46460.04%0.18%0.73%Q1 2013Q2 202446
BANK OF AMERICA CORP /DE/ 45450.00%0.00%0.00%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.00%0.00%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.00%0.00%Q2 2013Q2 202445
Rathbones Group PLC 45450.01%0.07%0.13%Q2 2013Q2 202445
CPWM, LLC 44440.05%1.95%3.78%Q4 2011Q3 202244
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 31130.01%0.10%0.26%Q2 2013Q2 202444
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.12%0.43%Q2 2013Q3 202342
ROYAL BANK OF CANADA 41410.00%0.00%0.00%Q2 2013Q2 202341
JANE STREET GROUP, LLC 3920.00%0.00%0.01%Q1 2014Q2 202441
Capital Advisors, Ltd. LLC 38380.01%0.03%0.09%Q4 2013Q1 202338
UBS Group AG 3530.00%0.00%0.00%Q4 2014Q2 202438
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1010.00%0.00%0.00%Q2 2013Q2 202435
ADELL HARRIMAN & CARPENTER INC 34340.02%0.37%0.67%Q2 2013Q3 202134
US BANCORP \DE\ 33330.00%0.00%0.00%Q2 2013Q2 202133
BOKF, NA 32320.01%0.01%0.01%Q2 2013Q1 202132
BESSEMER GROUP INC 31310.00%0.00%0.00%Q2 2013Q4 202031
QUANTUM CAPITAL MANAGEMENT 30300.02%0.17%0.31%Q2 2013Q3 202030
LPL Financial LLC 29290.00%0.00%0.01%Q2 2013Q2 202029
JPMORGAN CHASE & CO 2630.00%0.00%0.00%Q2 2013Q2 202429
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
BOK Financial Private Wealth, Inc. 27270.02%0.40%0.79%Q2 2013Q4 201927
AXA S.A. 26260.01%0.01%0.02%Q2 2013Q3 201926
Front Row Advisors LLC 2420.00%0.02%0.04%Q4 2017Q2 202426
ATLAS CAPITAL ADVISORS LLC 25250.00%0.04%0.15%Q1 2018Q1 202425
Lester Murray Antman dba SimplyRich 1430.18%0.39%0.86%Q4 2017Q2 202425
MUFG Americas Holdings Corp 25250.00%0.05%0.11%Q4 2011Q4 201725
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.00%Q3 2018Q2 202424
Sterling Investment Advisors, Ltd. 23230.02%0.15%0.32%Q4 2016Q2 202223
ENVESTNET ASSET MANAGEMENT INC 1430.00%0.01%0.02%Q2 2013Q3 202123
GREYSTONE INVESTMENT MANAGEMENT LLC 23230.10%0.25%0.43%Q2 2013Q4 201823
Citadel Advisors 410.00%0.00%0.00%Q2 2015Q2 202423
Schoolcraft Capital LLC 22220.04%0.23%0.59%Q1 2019Q2 202422
Parallel Advisors, LLC 21210.00%0.01%0.02%Q2 2019Q2 202421
Financial Gravity Asset Management, Inc. 810.00%0.01%0.03%Q1 2018Q1 202420
IFP Advisors, Inc 1010.00%0.00%0.00%Q4 2015Q2 202119
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
MISSION WEALTH MANAGEMENT, LP 18180.05%0.12%0.30%Q2 2015Q3 201918
Equitable Holdings, Inc. 18180.04%0.08%0.11%Q4 2019Q1 202418
OSAIC HOLDINGS, INC. 18180.00%0.00%0.00%Q1 2020Q2 202418
American Portfolios Advisors 18180.00%0.02%0.04%Q2 2018Q3 202218
1st Global Advisors, Inc. 17170.46%0.62%0.79%Q2 2013Q2 201717
AVANTAX ADVISORY SERVICES, INC. 1250.00%0.00%0.01%Q4 2019Q1 202417
Morningstar Investment Services LLC 920.00%0.07%0.17%Q1 2016Q2 202116
NEXT Financial Group, Inc 610.00%0.01%0.02%Q3 2014Q4 202116
Perigon Wealth Management, LLC 970.01%0.14%0.20%Q2 2014Q2 201816
Creative Planning 880.00%0.00%0.00%Q2 2013Q2 201716
SOA Wealth Advisors, LLC. 15150.01%0.07%0.20%Q4 2020Q2 202415
MSI Financial Services Inc 15150.00%0.01%0.02%Q2 2013Q4 201615
SCOTIA CAPITAL INC. 710.00%0.00%0.00%Q3 2016Q4 202115
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
GOLDMAN SACHS GROUP INC 520.00%0.00%0.00%Q3 2012Q1 202114
BANK OF MONTREAL /CAN/ 13130.00%0.00%0.00%Q2 2021Q2 202413
Private Ocean, LLC 510.00%0.00%0.00%Q1 2020Q2 202413
Brouwer & Janachowski, LLC 13130.05%0.30%0.62%Q4 2013Q4 201613
RAYMOND JAMES & ASSOCIATES 620.00%0.01%0.01%Q4 2013Q4 201812
CARDIFF PARK ADVISORS, LLC 11110.03%0.05%0.11%Q4 2021Q2 202411
Bison Wealth, LLC 11110.00%0.00%0.00%Q4 2019Q2 202211
Raymond James Financial Services Advisors, Inc. 10100.00%0.00%0.02%Q1 2018Q2 202010
IBBOTSON ASSOCIATES INC 10100.23%0.95%2.02%Q2 2013Q3 201510
BANK OF NOVA SCOTIA 610.00%0.00%0.00%Q1 2018Q4 202110
Advisory Services Network, LLC 10100.00%0.02%0.03%Q4 2017Q1 202010
Twele Capital Management, Inc. 10100.08%0.37%0.43%Q2 2013Q3 201510
Slow Capital, Inc. 990.13%0.32%0.47%Q4 2017Q4 20199
BlackRock Finance, Inc. 990.00%0.00%0.00%Q4 2015Q4 20179
Horizons Wealth Management 990.23%0.30%0.36%Q2 2022Q2 20249
AdvisorNet Financial, Inc 630.00%0.00%0.01%Q3 2018Q1 20229
Sensible Financial Planning & Management, LLC. 990.08%0.16%0.29%Q3 2014Q3 20169
CULLEN/FROST BANKERS, INC. 990.00%0.00%0.00%Q1 2019Q1 20219
CAPTRUST FINANCIAL ADVISORS 440.00%0.00%0.00%Q4 2018Q2 20228
CITIGROUP INC 880.00%0.00%0.00%Q2 2018Q1 20208
TRUIST FINANCIAL CORP 880.00%0.00%0.00%Q2 2022Q1 20248
NewEdge Advisors, LLC 710.00%0.00%0.00%Q2 2017Q2 20248
Virtu KCG Holdings LLC 210.00%0.01%0.01%Q3 2013Q2 20178
PHILLIPS FINANCIAL MANAGEMENT, LLC 880.00%0.00%0.00%Q3 2022Q2 20248
FMR LLC 410.00%0.00%0.00%Q4 2018Q1 20247
Placemark Investments, Inc. 770.01%0.01%0.01%Q2 2013Q4 20147
Lattice Strategies LLC 770.20%0.22%0.26%Q2 2013Q4 20147
AlphaMark Advisors, LLC 770.32%0.42%0.47%Q2 2013Q4 20147
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2013Q4 20146
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Weaver Consulting Group 660.00%0.00%0.01%Q1 2019Q2 20206
Stonehage Fleming Financial Services Holdings Ltd 410.02%0.03%0.05%Q1 2015Q2 20186
ASSETMARK, INC 210.00%0.00%0.00%Q1 2018Q1 20246
AMERIPRISE FINANCIAL INC 660.00%0.00%0.00%Q2 2013Q3 20146
SG Americas Securities, LLC 210.00%0.01%0.03%Q4 2015Q4 20186
Partnervest Advisory Services LLC 550.00%0.00%0.00%Q2 2013Q2 20145
AMERICAN INTERNATIONAL GROUP, INC. 410.00%0.00%0.00%Q3 2013Q4 20145
Advisors Preferred, LLC 210.01%0.04%0.09%Q2 2014Q4 20195
Valeo Financial Advisors, LLC 550.00%0.00%0.00%Q2 2019Q2 20205
NATIXIS ADVISORS, LLC 550.01%0.01%0.02%Q2 2013Q2 20145
Cambridge Investment Research Advisors, Inc. 210.00%0.02%0.09%Q3 2014Q2 20195
Full Sail Capital, LLC 440.13%0.16%0.20%Q1 2019Q4 20194
SEI INVESTMENTS CO 440.00%0.00%0.00%Q1 2017Q4 20174
Bank of New York Mellon Corp 440.00%0.00%0.00%Q4 2013Q3 20144
FLOW TRADERS U.S. LLC 310.01%0.03%0.04%Q1 2019Q2 20214
Spectrum Financial Alliance Ltd LLC 440.06%0.11%0.17%Q2 2018Q1 20194
Corient Private Wealth LLC 310.00%0.00%0.00%Q4 2022Q4 20234
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210.00%0.00%0.00%Q1 2015Q3 20194
FIRST MANHATTAN CO. LLC. 330.00%0.00%0.00%Q2 2022Q4 20223
Gupta Wealth Management LLC 330.00%0.00%0.00%Q3 2015Q1 20163
Financial Gravity Companies, Inc. 210.01%0.02%0.03%Q4 2017Q4 20183
D'Orazio & Associates, Inc. 330.00%0.00%0.00%Q3 2019Q1 20203
TFO Wealth Partners, LLC 330.10%0.25%0.49%Q4 2019Q2 20203
Main Street Group, LTD 330.00%0.00%0.00%Q4 2023Q2 20243
WATERS PARKERSON & CO., LLC 330.02%0.02%0.03%Q1 2014Q3 20143
HHM Wealth Advisors, LLC 330.01%0.01%0.01%Q1 2020Q3 20203
WOLVERINE ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q1 2017Q2 20172
Crosspoint Capital Strategies, LLC 220.03%0.05%0.06%Q1 2015Q2 20152
AVIANCE CAPITAL MANAGEMENT, LLC 220.03%0.04%0.05%Q1 2014Q2 20142
CABANA LLC 110.00%0.00%0.00%Q4 2019Q2 20202
Jane Street Holding, LLC 110.04%0.05%0.05%Q2 2013Q4 20132
Rockefeller Capital Management L.P. 220.00%0.00%0.00%Q2 2022Q3 20222
Tower Research Capital LLC (TRC) 220.00%0.00%0.00%Q3 2015Q4 20152
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 220.14%0.24%0.33%Q2 2013Q3 20132
OLD MISSION CAPITAL LLC 110.04%0.05%0.05%Q4 2014Q2 20232
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q1 2015Q3 20162
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Federation des caisses Desjardins du Quebec 220.01%0.01%0.02%Q4 2022Q1 20232
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Forward Management, LLC 220.02%0.05%0.09%Q2 2016Q3 20162
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2013Q3 20162
Waverly Advisors, LLC 220.00%0.01%0.01%Q3 2013Q4 20132
Tortoise Investment Management, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q2 2015Q2 20151
Mariner, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
ATWOOD & PALMER INC 110.00%0.00%0.00%Q1 2019Q1 20191
Detwiler Fenton Investment Management LLC 110.30%0.30%0.30%Q1 2013Q1 20131
D.A. DAVIDSON & CO. 110.00%0.00%0.00%Q4 2015Q4 20151
Global Retirement Partners, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Verition Fund Management LLC 110.02%0.02%0.02%Q2 2014Q2 20141
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Jefferies Group LLC 110.00%0.00%0.00%Q3 2013Q3 20131
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
Mystic Asset Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
CENTRAL TRUST Co 110.00%0.00%0.00%Q4 2021Q4 20211
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Executive Wealth Management, LLC 110.05%0.05%0.05%Q2 2019Q2 20191
BURKE & HERBERT BANK & TRUST CO 110.19%0.19%0.19%Q3 2016Q3 20161
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q1 2014Q1 20141
Veritable, L.P. 110.00%0.00%0.00%Q4 2013Q4 20131
OPTIMUM INVESTMENT ADVISORS 110.00%0.00%0.00%Q3 2019Q3 20191
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.01%0.01%0.01%Q1 2015Q1 20151
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q2 2018Q2 20181
Cavalier Investments, LLC 111.14%1.14%1.14%Q3 2018Q3 20181
Glassman Wealth Services 110.00%0.00%0.00%Q4 2021Q4 20211
Private Capital Group, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Stewardship Financial Advisors, LLC 111.34%1.34%1.34%Q4 2015Q4 20151
Atria Investments, Inc 110.09%0.09%0.09%Q2 2018Q2 20181
SEGALL BRYANT & HAMILL, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Arrow Investment Advisors, LLC 112.87%2.87%2.87%Q2 2013Q2 20131
Ausdal Financial Partners, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Private Advisor Group, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Argentus Capital Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Invesco Ltd. 110.00%0.00%0.00%Q4 2013Q4 20131
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q1 2017Q1 20171
Private Advisory Group LLC 110.90%0.90%0.90%Q4 2016Q4 20161
Avior Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
BAIRD ROBERT W & CO INC /WI/ 110.01%0.01%0.01%Q2 2013Q2 20131
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
UMB Bank, n.a. 110.00%0.00%0.00%Q4 2021Q4 20211
STANCORP INVESTMENT ADVISERS INC 110.00%0.00%0.00%Q4 2014Q4 20141
External links

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