ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%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
PARSONS CAPITAL MANAGEMENT INC/RI 42420.03%0.13%0.34%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
Focused Wealth Management, Inc 41410.00%0.01%0.03%Q3 2013Q3 202341
CHOREO, LLC 39390.04%0.16%0.36%Q1 2014Q3 202339
PNC FINANCIAL SERVICES GROUP, INC. 38380.00%0.00%0.00%Q2 2014Q3 202338
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3530.00%0.00%0.00%Q2 2013Q3 202338
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Raymond James Financial Services Advisors, Inc. 3230.00%0.03%0.28%Q4 2013Q3 202335
GOLDMAN SACHS GROUP INC 2860.00%0.00%0.00%Q1 2014Q3 202334
Private Advisor Group, LLC 2530.00%0.04%0.14%Q2 2014Q3 202333
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 32320.10%0.29%0.53%Q4 2015Q3 202332
J.P. Morgan Private Wealth Advisors LLC 31310.00%0.00%0.01%Q1 2016Q3 202331
Cambridge Investment Research Advisors, Inc. 2640.00%0.01%0.01%Q3 2014Q3 202330
LEVEL FOUR ADVISORY SERVICES, LLC 28280.02%0.03%0.06%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.02%Q2 2013Q4 201927
Highlander Capital Management, LLC 27270.01%0.02%0.02%Q1 2017Q3 202327
Ironwood Financial, llc 2340.01%0.10%0.25%Q4 2014Q3 202127
Global Retirement Partners, LLC 27270.00%0.00%0.00%Q1 2017Q3 202327
Aveo Capital Partners, LLC 1410.12%0.28%0.65%Q4 2016Q3 202326
Winslow, Evans & Crocker, Inc. 25250.01%0.01%0.01%Q4 2013Q4 201925
RAYMOND JAMES & ASSOCIATES 25250.00%0.00%0.00%Q3 2017Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
FRANKLIN RESOURCES INC 1420.00%0.00%0.00%Q2 2017Q3 202322
Brand Asset Management Group, Inc. 22220.73%1.09%1.91%Q2 2018Q3 202322
Voya Financial Advisors, Inc. 22220.05%0.09%0.16%Q1 2015Q2 202022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Citadel Advisors 710.00%0.00%0.01%Q1 2015Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
JANE STREET GROUP, LLC 810.00%0.01%0.02%Q1 2014Q2 202321
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
ENVESTNET ASSET MANAGEMENT INC 1230.00%0.00%0.01%Q3 2013Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.02%0.07%0.12%Q4 2018Q3 202320
BANK OF MONTREAL /CAN/ 1640.00%0.00%0.00%Q2 2013Q3 201820
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
TSFG, LLC 19190.01%0.01%0.02%Q1 2019Q3 202319
Commonwealth Equity Services, Inc 18180.01%0.01%0.01%Q2 2013Q3 201718
NATIONAL PLANNING CORP 18180.02%0.04%0.06%Q2 2013Q3 201718
Advisory Services Network, LLC 610.00%0.07%0.21%Q4 2013Q1 202317
JPMORGAN CHASE & CO 1250.00%0.00%0.00%Q4 2017Q3 202317
Geneos Wealth Management Inc. 16160.00%0.00%0.00%Q1 2016Q4 201916
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1010.00%0.00%0.00%Q1 2016Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16160.02%0.03%0.03%Q4 2019Q3 202316
Archer Investment Corp 960.00%0.00%0.01%Q4 2019Q3 202315
Bartlett & Co. LLC 15150.00%0.00%0.00%Q2 2020Q4 202315
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
MSI Financial Services Inc 15150.00%0.02%0.05%Q2 2013Q4 201615
FinTrust Capital Advisors, LLC 15150.02%0.03%0.04%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
CWM, LLC 1220.00%0.00%0.00%Q3 2018Q1 202214
NEXT Financial Group, Inc 720.00%0.01%0.12%Q3 2014Q4 202014
Cetera Advisor Networks LLC 710.00%0.01%0.03%Q2 2013Q3 202314
Sigma Planning Corp 1210.01%0.01%0.01%Q4 2019Q1 202313
Kestra Advisory Services, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
US BANCORP \DE\ 1110.00%0.00%0.00%Q3 2014Q1 202012
Virtu Financial LLC 410.01%0.04%0.06%Q2 2015Q3 201912
CREDIT SUISSE AG/ 12120.00%0.00%0.00%Q1 2013Q4 201512
Western Wealth Management, LLC 620.03%0.05%0.08%Q4 2018Q1 202212
Certified Advisory Corp 11110.00%0.02%0.12%Q4 2017Q2 202011
Chicago Partners Investment Group LLC 650.00%0.01%0.01%Q4 2015Q3 201811
CT Financial Advisors LLC 1010.05%0.06%0.07%Q1 2014Q1 201711
BENJAMIN F. EDWARDS & COMPANY, INC. 11110.01%0.01%0.01%Q2 2013Q4 201511
OGOREK ANTHONY JOSEPH /NY/ /ADV 10100.00%0.00%0.01%Q2 2018Q3 202010
TAP Consulting, LLC 810.04%0.34%0.61%Q1 2019Q4 202110
WASHINGTON TRUST Co 10100.00%0.00%0.00%Q2 2021Q3 202310
Cetera Advisors LLC 910.00%0.07%0.11%Q2 2013Q1 201910
Brick & Kyle, Associates 10100.04%0.05%0.06%Q4 2014Q1 201710
Sowell Financial Services LLC 10100.00%0.04%0.12%Q3 2019Q4 202110
MML INVESTORS SERVICES, LLC 420.00%0.47%1.87%Q1 2016Q3 20239
IFP Advisors, Inc 810.00%0.00%0.00%Q4 2018Q2 20219
Steward Partners Investment Advisory, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
CIBC WORLD MARKET INC. 990.00%0.00%0.01%Q2 2013Q2 20159
FLAGSTAR ADVISORS INC 990.12%0.15%0.20%Q3 2021Q3 20239
Sanford Advisory Services, LLC 990.28%0.36%0.46%Q4 2020Q4 20229
Seneca House Advisors 990.39%0.42%0.48%Q4 2017Q4 20199
Tower Research Capital LLC (TRC) 610.00%0.01%0.02%Q3 2016Q3 20228
UNITED CAPITAL FINANCIAL ADVISORS, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Richwood Investment Advisors, LLC 880.63%0.68%0.79%Q4 2021Q3 20238
Mosaic Family Wealth, LLC 880.00%0.00%0.00%Q4 2015Q3 20178
HighTower Advisors, LLC 710.00%0.00%0.01%Q3 2017Q3 20238
Realta Investment Advisors 420.00%0.01%0.01%Q1 2019Q3 20238
FIFTH THIRD BANCORP 710.00%0.00%0.00%Q4 2016Q3 20198
Patriot Financial Group Insurance Agency, LLC 610.01%0.01%0.01%Q4 2016Q3 20187
Timber Hill LLC 430.00%0.02%0.06%Q1 2014Q1 20187
Atria Wealth Solutions, Inc. 770.04%0.05%0.06%Q1 2022Q3 20237
Gladstone Institutional Advisory LLC 770.13%0.14%0.15%Q1 2022Q3 20237
SeaCrest Wealth Management, LLC 610.00%0.00%0.01%Q4 2017Q2 20227
CAPTRUST FINANCIAL ADVISORS 430.00%0.00%0.00%Q1 2019Q2 20227
Bryn Mawr Capital Management, LLC 520.12%0.19%0.23%Q4 2018Q3 20207
Placemark Investments, Inc. 770.01%0.01%0.01%Q2 2013Q4 20147
MONEY CONCEPTS CAPITAL CORP 520.00%0.00%0.00%Q4 2020Q4 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.01%0.01%Q2 2013Q4 20147
COMERICA SECURITIES INC 310.03%0.08%0.18%Q2 2014Q3 20177
Squar Milner Financial Services LLC 520.01%0.02%0.03%Q2 2018Q1 20207
Virtu KCG Holdings LLC 210.00%0.01%0.02%Q2 2014Q2 20176
HARBOUR INVESTMENTS, INC. 420.00%0.00%0.00%Q1 2021Q3 20226
BOK Financial Private Wealth, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
WFG Advisors, LP 660.00%0.00%0.01%Q2 2013Q3 20146
FLOW TRADERS U.S. LLC 660.03%0.05%0.06%Q3 2021Q4 20226
FFT WEALTH MANAGEMENT LLC 660.02%0.04%0.08%Q4 2020Q1 20226
Spire Wealth Management 660.00%0.00%0.00%Q1 2021Q2 20226
BLAIR WILLIAM & CO/IL 660.00%0.00%0.00%Q4 2018Q1 20206
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Transamerica Financial Advisors, Inc. 550.00%0.00%0.00%Q1 2015Q1 20165
Versant Capital Management, Inc 550.02%0.02%0.02%Q4 2015Q4 20165
MANUFACTURERS LIFE INSURANCE COMPANY, THE 550.00%0.00%0.00%Q2 2016Q2 20175
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Goldstein Advisors, LLC 440.40%0.43%0.45%Q4 2022Q3 20234
Mariner, LLC 210.00%0.01%0.01%Q1 2018Q3 20234
Bank of New York Mellon Corp 440.00%0.00%0.00%Q1 2019Q4 20194
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Legacy Financial Advisors, Inc. 440.10%0.10%0.11%Q4 2018Q3 20194
Rockefeller Capital Management L.P. 440.00%0.00%0.00%Q1 2022Q4 20224
Surevest, LLC 440.02%0.22%0.29%Q4 2021Q3 20224
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
BUCKINGHAM STRATEGIC WEALTH, LLC 310.01%0.02%0.03%Q1 2019Q4 20204
Farther Finance Advisors, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Janney Montgomery Scott LLC 310.00%0.00%0.00%Q1 2022Q2 20234
HUNTINGTON NATIONAL BANK 310.00%0.00%0.00%Q3 2020Q3 20234
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 440.24%0.24%0.26%Q4 2022Q3 20234
TRUSTCORE FINANCIAL SERVICES, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
BROWN ADVISORY INC 440.00%0.00%0.00%Q2 2013Q1 20144
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Flagship Private Wealth, LLC 330.06%0.06%0.06%Q4 2020Q2 20213
Beacon Pointe Advisors, LLC 110.00%0.01%0.02%Q4 2020Q1 20223
MERCER GLOBAL ADVISORS INC /ADV 330.00%0.01%0.01%Q1 2023Q3 20233
EverSource Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
First Allied Advisory Services, Inc. 330.03%0.12%0.24%Q2 2013Q4 20133
Ballew Advisors, Inc 330.04%0.06%0.08%Q1 2018Q3 20183
Ameritas Investment Company, LLC 210.01%0.01%0.02%Q4 2019Q1 20213
Provident Wealth Management, LLC 331.20%1.40%1.68%Q4 2019Q2 20203
McAdam, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
B. Riley Wealth Advisors, Inc. 110.00%0.02%0.07%Q2 2014Q2 20153
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Westside Investment Management, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
US FINANCIAL ADVISORS, LLC 330.04%0.06%0.07%Q3 2015Q1 20163
Creative Planning 210.00%0.00%0.00%Q1 2014Q2 20173
Jacobi Capital Management LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Smith & Howard Wealth Management, LLC 220.00%0.00%0.00%Q3 2013Q4 20132
ERTS Wealth Advisors, LLC 220.00%0.01%0.01%Q4 2018Q1 20192
IHT Wealth Management, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2013Q3 20232
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.01%0.01%Q3 2020Q1 20222
Russell Investments Group, Ltd. 220.00%0.00%0.00%Q2 2023Q3 20232
Intelligence Driven Advisers, LLC 220.26%0.26%0.26%Q4 2018Q1 20192
MEEDER ASSET MANAGEMENT INC 220.01%0.01%0.01%Q1 2015Q2 20152
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
ADELL HARRIMAN & CARPENTER INC 220.03%0.04%0.05%Q3 2019Q4 20192
Perigon Wealth Management, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Parisi Gray Wealth Management 220.04%0.05%0.05%Q4 2018Q1 20192
LGL PARTNERS, LLC 110.03%0.07%0.12%Q4 2020Q4 20212
Adams Wealth Management 220.43%0.44%0.44%Q1 2023Q2 20232
Veritable, L.P. 110.00%0.00%0.00%Q4 2013Q4 20192
Cornerstone Advisory, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
HM PAYSON & CO 110.00%0.00%0.00%Q4 2019Q4 20191
Concert Wealth Management Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
Integrated Wealth Management 110.00%0.00%0.00%Q3 2016Q3 20161
Alpha Cubed Investments, LLC 110.04%0.04%0.04%Q3 2017Q3 20171
ASSOCIATED BANC-CORP 110.00%0.00%0.00%Q2 2020Q2 20201
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q1 2018Q1 20181
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2016Q2 20161
LEAVELL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2010Q2 20101
DRAVO BAY LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
BlackRock Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Investors Capital Advisory Services 110.04%0.04%0.04%Q2 2016Q2 20161
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Ipsen Advisor Group LLC 110.46%0.46%0.46%Q4 2022Q4 20221
CALTON & ASSOCIATES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2017Q2 20171
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
BESSEMER GROUP INC 110.01%0.01%0.01%Q1 2017Q1 20171
Anfield Capital Management, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Cornerstone Wealth Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
HRT FINANCIAL LP 110.29%0.29%0.29%Q3 2015Q3 20151
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
KB FINANCIAL PARTNERS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Stratos Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Advisors Preferred, LLC 110.15%0.15%0.15%Q1 2014Q1 20141
Private Ocean, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
SIGNATUREFD, LLC 110.02%0.02%0.02%Q3 2013Q3 20131
Oxler Private Wealth LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CONTINUUM WEALTH ADVISORS, LLC 110.14%0.14%0.14%Q2 2023Q2 20231
TWIN FOCUS CAPITAL PARTNERS, LLC 110.05%0.05%0.05%Q3 2014Q3 20141
COLONY GROUP LLC 110.01%0.01%0.01%Q2 2016Q2 20161
GPS Wealth Strategies Group, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
First Heartland Consultants, Inc. 110.20%0.20%0.20%Q1 2014Q1 20141
External links

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