ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
HALBERT HARGROVE GLOBAL ADVISORS, LLC 23160.06%0.65%1.26%Q2 2013Q3 202339
1834 INVESTMENT ADVISORS CO 38380.10%0.16%0.22%Q2 2014Q3 202338
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1220.00%0.00%0.00%Q2 2013Q2 202335
US BANCORP \DE\ 1910.00%0.03%0.14%Q2 2013Q3 202333
ENVESTNET ASSET MANAGEMENT INC 2160.00%0.02%0.04%Q3 2013Q3 202333
PNC FINANCIAL SERVICES GROUP, INC. 2480.00%0.01%0.04%Q1 2015Q3 202332
CITIGROUP INC 910.00%0.00%0.00%Q2 2013Q3 202332
IFP Advisors, Inc 17140.00%0.02%0.22%Q4 2015Q3 202331
BlackRock Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
AMERIPRISE FINANCIAL INC 2050.00%0.00%0.00%Q2 2013Q3 202331
Geneos Wealth Management Inc. 2610.00%0.00%0.01%Q1 2016Q3 202329
Cambridge Investment Research Advisors, Inc. 2720.00%0.00%0.02%Q2 2016Q3 202329
D.A. DAVIDSON & CO. 2450.00%0.01%0.05%Q2 2013Q3 202329
AlphaMark Advisors, LLC 28280.01%0.04%0.14%Q2 2013Q1 202028
Horan Securities, Inc. 1810.00%2.22%9.27%Q3 2016Q3 202327
HighTower Advisors, LLC 2610.00%0.02%0.05%Q4 2016Q3 202327
Cetera Advisor Networks LLC 27270.00%0.01%0.02%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.05%Q2 2013Q4 201927
MML INVESTORS SERVICES, LLC 26260.00%0.01%0.01%Q2 2017Q3 202326
Lowe Wealth Advisors, LLC 26260.02%0.02%0.03%Q3 2017Q4 202326
CHOREO, LLC 24240.09%1.38%2.10%Q4 2017Q3 202324
Peterson Wealth Advisors, LLC 24240.25%2.72%4.81%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.07%0.19%Q4 2017Q3 202324
Advisory Services Network, LLC 13110.00%0.03%0.12%Q3 2017Q3 202324
Charles Schwab Investment Advisory, Inc. 24240.00%0.18%0.46%Q4 2017Q3 202324
Creative Planning 1910.00%0.01%0.03%Q1 2015Q3 202324
SigFig Wealth Management, LLC 23230.07%0.24%0.96%Q1 2018Q3 202323
FIDUCIENT ADVISORS LLC 23231.49%11.82%20.94%Q1 2018Q3 202323
Raymond James Financial Services Advisors, Inc. 23230.00%0.00%0.02%Q1 2018Q3 202323
Pure Financial Advisors, LLC 2210.35%2.10%25.16%Q1 2018Q4 202323
Moisand Fitzgerald Tamayo, LLC 23231.03%1.51%1.83%Q1 2018Q3 202323
RITHOLTZ WEALTH MANAGEMENT 23230.02%0.12%1.00%Q1 2018Q3 202323
Citadel Advisors 510.00%0.00%0.00%Q2 2015Q3 202323
Freedom Investment Management, Inc. 23230.19%0.33%0.54%Q1 2018Q3 202323
Regal Investment Advisors LLC 2210.04%0.15%0.35%Q2 2013Q2 201923
Quad-Cities Investment Group, LLC 22220.06%0.26%0.42%Q2 2018Q3 202322
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22220.00%0.02%0.05%Q2 2018Q3 202322
Avior Wealth Management, LLC 22220.00%0.02%0.09%Q2 2018Q3 202322
Windsor Capital Management, LLC 22220.14%0.59%0.87%Q2 2018Q3 202322
Tower Research Capital LLC (TRC) 1210.00%0.02%0.10%Q4 2013Q3 202322
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1570.00%0.00%0.01%Q1 2018Q3 202322
Ellenbecker Investment Group 22220.20%4.86%10.56%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
MONETA GROUP INVESTMENT ADVISORS LLC 21210.07%0.22%0.36%Q3 2018Q3 202321
Cornerstone Management, Inc. 21211.08%1.78%2.32%Q3 2018Q3 202321
Barber Financial Group, Inc. 21211.08%2.22%5.57%Q1 2018Q1 202321
CREATIVE FINANCIAL DESIGNS INC /ADV 21210.00%0.26%0.83%Q3 2018Q3 202321
JPMORGAN CHASE & CO 20200.00%0.00%0.00%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.01%0.84%1.91%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Global Strategic Investment Solutions, LLC 20200.04%0.16%0.30%Q4 2018Q3 202320
ERn Financial, LLC 20201.34%2.56%4.78%Q4 2018Q3 202320
Mitsubishi UFJ Asset Management (UK) Ltd. 1460.63%1.55%4.91%Q3 2018Q3 202320
Kohmann Bosshard Financial Services, LLC 20200.08%0.46%0.78%Q4 2018Q3 202320
Archer Investment Corp 20200.01%0.02%0.03%Q4 2018Q3 202320
Tortoise Investment Management, LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
HUNTINGTON NATIONAL BANK 1820.00%0.00%0.00%Q3 2018Q3 202320
MARSHALL FINANCIAL GROUP INC /ADV 20200.19%0.92%1.93%Q4 2018Q3 202320
FMR LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Bray Capital Advisors 20200.00%0.01%0.01%Q4 2018Q3 202320
Capital Advisors, Ltd. LLC 20200.00%0.03%0.06%Q4 2018Q3 202320
StrategIQ Financial Group, LLC 1730.16%0.51%0.88%Q4 2017Q3 202320
OLD SECOND NATIONAL BANK OF AURORA 20200.00%0.03%0.33%Q4 2018Q3 202320
JANE STREET GROUP, LLC 710.00%0.01%0.02%Q1 2015Q3 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Cetera Advisors LLC 19190.01%0.01%0.02%Q1 2019Q3 202319
Kalos Management, Inc. 1710.01%0.71%1.40%Q4 2015Q1 202319
RAYMOND JAMES & ASSOCIATES 520.00%0.00%0.01%Q2 2013Q3 202319
THRIVENT FINANCIAL FOR LUTHERANS 19190.03%0.09%0.18%Q1 2019Q3 202319
Focused Wealth Management, Inc 19190.00%0.05%0.22%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.04%0.15%Q1 2019Q3 202319
Steward Partners Investment Advisory, LLC 1810.00%0.00%0.00%Q3 2018Q3 202319
RDA Financial Network 19190.87%1.33%1.63%Q1 2019Q3 202319
S. R. Schill & Associates 18182.66%6.27%8.26%Q2 2019Q3 202318
Sigma Planning Corp 18180.01%0.04%0.17%Q4 2018Q1 202318
Ellis Investment Partners, LLC 18180.03%0.10%0.15%Q2 2019Q3 202318
Jackson, Grant Investment Advisers, Inc. 18180.04%0.11%0.14%Q2 2019Q3 202318
Mutual Advisors, LLC 18180.02%0.05%0.06%Q2 2019Q3 202318
SG Americas Securities, LLC 18180.00%0.01%0.02%Q3 2013Q4 201718
Financial Gravity Asset Management, Inc. 1210.00%0.04%0.20%Q1 2018Q3 202318
GOLDMAN SACHS GROUP INC 1610.00%0.00%0.00%Q2 2014Q3 202318
AE Wealth Management LLC 18180.01%0.02%0.05%Q2 2019Q3 202318
Wealthcare Advisory Partners LLC 1110.00%0.03%0.13%Q3 2017Q2 202317
Charles Schwab Trust Co 17170.34%1.34%2.60%Q3 2019Q3 202317
Larson Financial Group LLC 980.00%0.00%0.02%Q1 2019Q3 202317
Continuum Advisory, LLC 17170.05%0.42%0.92%Q1 2018Q1 202217
HBW ADVISORY SERVICES LLC 17170.17%0.35%1.21%Q3 2019Q3 202317
NEXT Financial Group, Inc 740.00%0.01%0.07%Q4 2015Q4 202117
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 17170.07%0.18%0.71%Q3 2019Q3 202317
Foresight Wealth Management, LLC 17170.05%1.37%3.92%Q4 2018Q4 202217
Pacifica Partners Inc. 17170.01%0.01%0.01%Q4 2019Q4 202317
RVW Wealth, LLC 16160.12%0.18%0.30%Q1 2020Q4 202316
Lido Advisors, LLC 16160.03%0.07%0.11%Q4 2019Q3 202316
Blueprint Investment Partners LLC 16160.74%4.54%10.57%Q4 2019Q3 202316
Patten Group, Inc. 1510.00%0.00%0.00%Q4 2014Q4 201816
Biltmore Wealth Management, LLC 16161.44%3.34%4.26%Q4 2019Q3 202316
McCutchen Group LLC 16161.21%6.06%8.83%Q4 2018Q3 202216
MISSION WEALTH MANAGEMENT, LP 16160.06%0.73%1.08%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.02%0.03%0.03%Q4 2019Q3 202316
Patriot Financial Group Insurance Agency, LLC 16160.00%0.05%0.10%Q3 2018Q2 202216
TRUIST FINANCIAL CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
Dorsey & Whitney Trust CO LLC 1510.03%0.05%0.07%Q4 2018Q4 202216
BEAM WEALTH ADVISORS, INC. 16160.38%0.65%1.05%Q4 2019Q3 202316
Allworth Financial LP 16160.00%0.03%0.06%Q4 2019Q3 202316
MANAGED ACCOUNT SERVICES INC 16160.23%1.09%2.20%Q4 2017Q3 202116
BENJAMIN F. EDWARDS & COMPANY, INC. 1420.00%0.01%0.04%Q3 2017Q3 202316
Apollon Wealth Management, LLC 15150.04%0.29%1.25%Q1 2020Q3 202315
CAROLINAS WEALTH CONSULTING LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
PHILLIPS FINANCIAL MANAGEMENT, LLC 15150.37%0.80%0.99%Q1 2020Q3 202315
CAPTRUST FINANCIAL ADVISORS 870.00%0.02%0.08%Q3 2018Q2 202215
FormulaFolio Investments, LLC 15150.03%0.36%2.13%Q4 2017Q2 202115
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1050.04%0.12%0.35%Q4 2019Q3 202315
Highland Private Wealth Management 15151.45%2.38%2.93%Q1 2019Q3 202215
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
Sequoia Financial Advisors, LLC 1110.00%0.03%0.10%Q4 2018Q2 202315
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15150.01%0.33%0.64%Q1 2020Q3 202315
Cordasco Financial Network 15150.07%0.65%0.88%Q4 2018Q2 202215
COMERICA BANK 1410.00%0.01%0.02%Q3 2019Q3 202315
Roble, Belko & Company, Inc 15150.02%0.09%0.25%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
MSI Financial Services Inc 15150.00%0.00%0.01%Q2 2013Q4 201615
CITY HOLDING CO 15150.01%0.02%0.02%Q3 2019Q1 202315
FIFTH THIRD BANCORP 15150.00%0.00%0.00%Q3 2019Q1 202315
Private Ocean, LLC 15150.02%0.03%0.05%Q1 2020Q3 202315
Garrett Wealth Advisory Group, LLC 15150.11%0.46%0.78%Q4 2018Q2 202215
Center for Financial Planning, Inc. 1410.02%0.02%0.03%Q4 2019Q3 202315
TCI Wealth Advisors, Inc. 15150.00%0.00%0.00%Q2 2019Q4 202215
Acropolis Investment Management, LLC 15150.06%0.14%0.22%Q1 2018Q3 202115
TPG Financial Advisors, LLC 861.80%3.73%6.43%Q4 2018Q3 202314
Kingsview Wealth Management, LLC 860.02%0.12%0.35%Q1 2019Q3 202314
Bank Julius Baer & Co. Ltd, Zurich 14140.00%0.00%0.00%Q1 2020Q2 202314
Armor Investment Advisors, LLC 14140.02%0.02%0.03%Q2 2020Q3 202314
Advisory Alpha, LLC 1110.01%1.82%3.40%Q2 2018Q3 202314
Belpointe Asset Management LLC 810.01%0.23%0.81%Q3 2018Q1 202314
MUFG Americas Holdings Corp 950.00%0.00%0.00%Q1 2019Q3 202214
Disciplined Investments, LLC 14140.01%0.01%0.01%Q1 2020Q2 202314
EXENCIAL WEALTH ADVISORS, LLC 860.04%0.08%0.10%Q1 2020Q3 202314
FIRST HAWAIIAN BANK 14140.10%0.12%0.15%Q2 2020Q3 202314
Rockefeller Capital Management L.P. 1130.00%0.00%0.02%Q1 2020Q3 202314
Faithward Advisors, LLC 1130.00%0.03%0.05%Q1 2020Q3 202314
Garde Capital, Inc. 14140.05%0.11%0.26%Q2 2020Q3 202314
IAG Wealth Partners, LLC 13130.02%0.43%0.99%Q4 2019Q4 202213
Daiwa Securities Group Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
Gradient Investments LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
DAVIDSON INVESTMENT ADVISORS 1120.03%0.06%0.21%Q4 2017Q3 202113
AVANTAX ADVISORY SERVICES, INC. 1030.00%0.01%0.03%Q2 2020Q3 202313
Private Advisor Group, LLC 610.00%0.01%0.02%Q3 2014Q3 202313
CGN Advisors LLC 13130.11%0.18%0.24%Q4 2020Q4 202313
Hayden Royal, LLC 13130.18%0.61%0.97%Q4 2018Q4 202113
Iron Horse Wealth Management, LLC 12120.01%0.05%0.11%Q4 2020Q3 202312
MAI Capital Management 12120.01%0.02%0.04%Q4 2020Q3 202312
AlphaStar Capital Management, LLC 1020.11%1.36%2.42%Q4 2017Q2 202212
Legacy Financial Group LLC 12121.31%2.65%3.64%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1110.02%0.03%0.03%Q2 2020Q3 202312
TECTONIC ADVISORS LLC 12120.78%1.42%1.82%Q4 2020Q3 202312
J.W. COLE ADVISORS, INC. 610.07%0.13%0.36%Q4 2019Q1 202312
Rodgers & Associates, LTD 12120.64%0.86%1.26%Q4 2020Q3 202312
Relative Value Partners Group, LLC 12120.05%0.23%0.35%Q4 2020Q3 202312
SCHRODER INVESTMENT MANAGEMENT GROUP 750.00%0.04%0.22%Q3 2020Q3 202312
BANK OF MONTREAL /CAN/ 910.00%0.00%0.00%Q2 2019Q3 202312
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 12120.32%2.21%7.32%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.12%0.19%0.24%Q4 2020Q3 202312
Prosperity Planning, Inc. 12121.20%1.47%1.71%Q4 2020Q3 202312
REDW Wealth LLC 840.07%0.11%0.18%Q2 2020Q3 202312
American Portfolios Advisors 610.00%0.00%0.00%Q1 2019Q3 202212
Brown Financial Advisory 12121.11%1.97%2.57%Q4 2020Q3 202312
Cutler Group LLC / CA 610.00%0.00%0.00%Q3 2021Q3 202312
Bell Rock Capital LLC 12120.03%0.29%0.53%Q4 2017Q3 202012
Timber Hill LLC 530.00%0.00%0.01%Q2 2013Q2 201712
Parallel Advisors, LLC 12120.00%0.43%1.33%Q4 2020Q3 202312
M Holdings Securities, Inc. 610.08%0.44%0.63%Q3 2014Q1 202312
ARKANSAS FINANCIAL GROUP, INC. 12120.05%0.07%0.12%Q4 2019Q3 202212
Eastover Investment Advisors LLC 620.11%0.15%0.20%Q1 2020Q2 202311
Perigon Wealth Management, LLC 1010.01%0.02%0.02%Q3 2011Q3 202311
First Allied Advisory Services, Inc. 650.01%0.03%0.06%Q2 2017Q1 202011
Navalign, LLC 11110.08%0.27%0.41%Q1 2021Q3 202311
MCF Advisors LLC 920.04%0.11%0.15%Q4 2018Q2 202311
Coco Enterprises, LLC 921.88%2.00%2.22%Q4 2020Q3 202311
Range Financial Group LLC 11110.43%0.53%0.69%Q1 2021Q3 202311
PENINSULA ASSET MANAGEMENT INC 11112.22%2.56%2.86%Q2 2020Q4 202211
Brinker Capital Investments, LLC 1010.00%0.01%0.02%Q2 2019Q4 202211
Coyle Financial Counsel LLC 11110.18%0.28%0.44%Q2 2019Q4 202111
MBE Wealth Management, LLC 11110.36%5.25%6.50%Q1 2021Q3 202311
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1010.00%0.09%0.21%Q3 2020Q3 202311
Fi3 FINANCIAL ADVISORS, LLC 11110.77%2.71%6.52%Q1 2021Q3 202311
Orion Capital Management LLC 1010.05%0.06%0.08%Q4 2020Q3 202311
COWA, LLC 11110.17%1.29%2.15%Q4 2020Q2 202311
Pinnacle Advisory Group, Inc. 10100.02%0.03%0.05%Q4 2018Q1 202110
Formidable Asset Management, LLC 10100.00%0.00%0.00%Q4 2013Q1 201610
GLENMEDE TRUST CO NA 910.00%0.00%0.00%Q1 2019Q3 202310
RFG Advisory, LLC 710.03%0.26%0.74%Q4 2017Q3 202210
Biltmore Family Office, LLC 10100.02%0.03%0.04%Q2 2021Q3 202310
Armbruster Capital Management, Inc. 10100.15%0.40%0.64%Q1 2018Q2 202010
TRUST CO OF VERMONT 710.00%0.00%0.00%Q4 2019Q3 202210
STATE STREET CORP 550.00%0.00%0.00%Q1 2021Q3 202310
Procyon Advisors, LLC 10100.03%1.08%1.66%Q2 2021Q3 202310
COLONY GROUP LLC 10100.01%0.07%0.15%Q2 2021Q3 202310
Aveo Capital Partners, LLC 640.07%0.46%1.76%Q1 2019Q2 202210
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Investors Research Corp 10100.00%0.00%0.01%Q2 2021Q3 202310
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 510.00%0.02%0.05%Q1 2020Q3 202310
WASHINGTON TRUST Co 10100.00%0.01%0.03%Q2 2021Q3 202310
MV CAPITAL MANAGEMENT, INC. 510.00%0.45%1.00%Q1 2019Q3 202310
Retirement Group, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Veracity Capital LLC 10100.10%1.61%2.73%Q2 2021Q3 202310
Permanens Capital L.P. 10100.01%0.02%0.02%Q1 2019Q2 202110
BRINKER CAPITAL INC 10100.02%0.06%0.15%Q1 2018Q2 202010
HORIZON FINANCIAL SERVICES, LLC 10100.93%1.46%1.84%Q2 2021Q3 202310
55I, LLC 10100.02%0.05%0.19%Q2 2020Q3 202210
JOYN Advisors, Inc. 10100.75%4.17%6.04%Q4 2017Q1 202010
Spire Wealth Management 640.00%0.00%0.00%Q1 2021Q3 202310
WealthShield Partners, LLC 10100.05%0.10%0.15%Q4 2017Q1 202010
FORVIS Wealth Advisors, LLC 990.01%0.30%0.47%Q3 2021Q3 20239
Mascoma Wealth Management LLC 540.02%0.10%0.37%Q1 2017Q3 20199
Johnson Financial Group, Inc. 990.00%0.00%0.00%Q1 2021Q1 20239
Simplicity Solutions, LLC 630.01%0.02%0.05%Q3 2019Q3 20239
Janney Montgomery Scott LLC 610.00%0.01%0.05%Q3 2020Q3 20239
Rosenberg Matthew Hamilton 720.00%0.00%0.01%Q2 2020Q1 20239
Cetera Investment Advisers 420.00%0.00%0.01%Q4 2020Q3 20239
FIFTH THIRD SECURITIES, INC. 990.02%0.13%0.87%Q3 2021Q3 20239
Royal Fund Management, LLC 990.24%1.34%2.41%Q3 2018Q3 20209
Brand Asset Management Group, Inc. 990.00%0.01%0.01%Q1 2019Q1 20219
Fund Evaluation Group, LLC 720.00%1.81%9.34%Q2 2021Q3 20239
Independent Wealth Network Inc. 991.14%1.25%1.36%Q3 2021Q3 20239
LifePlan Financial Group, Inc 990.00%0.23%0.40%Q3 2018Q3 20209
Bowling Portfolio Management LLC 990.42%0.52%0.56%Q3 2020Q3 20229
WRAPMANAGER INC 990.91%0.99%1.15%Q1 2018Q1 20209
U.S. Capital Wealth Advisors, LLC 990.20%0.33%0.49%Q3 2021Q3 20239
Strategic Wealth Partners, Ltd. 810.01%0.09%0.35%Q4 2017Q2 20209
American Research & Management Co. 990.01%0.01%0.01%Q3 2020Q3 20229
Gerber Kawasaki Wealth & Investment Management 990.00%0.03%0.04%Q3 2021Q3 20239
Strategic Blueprint, LLC 810.03%1.15%2.30%Q4 2018Q2 20219
Roundview Capital LLC 510.02%0.04%0.10%Q3 2019Q3 20239
Topel & Distasi Wealth Management, LLC 881.66%1.92%2.06%Q4 2021Q3 20238
CONGRESS ASSET MANAGEMENT CO /MA 880.04%0.06%0.08%Q4 2021Q3 20238
Sanctuary Wealth Management, L.L.C. 310.01%0.13%0.30%Q1 2010Q3 20238
BROWN ADVISORY INC 440.00%0.00%0.00%Q2 2013Q3 20238
Peninsula Wealth, LLC 880.08%0.11%0.13%Q4 2021Q3 20238
UNITED SERVICES AUTOMOBILE ASSOCIATION 880.03%0.07%0.17%Q3 2017Q2 20198
Heritage Financial Services, LLC 881.64%4.87%11.67%Q4 2021Q3 20238
Sumitomo Mitsui Trust Holdings, Inc. 710.00%0.00%0.01%Q2 2020Q3 20228
Monument Capital Management 880.30%0.53%0.64%Q3 2020Q2 20228
MARYLAND CAPITAL ADVISORS INC. 880.01%0.07%0.14%Q4 2021Q3 20238
SIGNATUREFD, LLC 310.00%0.00%0.01%Q2 2018Q2 20228
Gunma Bank,Ltd. 711.55%2.64%7.66%Q3 2021Q3 20238
AXA S.A. 880.00%0.00%0.01%Q4 2017Q3 20198
FLAGSTAR ADVISORS INC 880.11%0.12%0.14%Q3 2021Q2 20238
Congress Wealth Management LLC / DE / 880.10%0.17%0.22%Q4 2021Q3 20238
Atria Investments, Inc 880.02%0.04%0.15%Q1 2018Q4 20198
Helen Stephens Group, LLC 880.18%0.47%1.04%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Sheaff Brock Investment Advisors, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.00%0.00%0.00%Q4 2021Q3 20238
EDMOND DE ROTHSCHILD HOLDING S.A. 880.01%0.01%0.02%Q1 2021Q4 20228
Financial Network Wealth Management LLC 880.13%0.16%0.19%Q4 2021Q3 20238
Heritage Trust Co 880.01%0.03%0.05%Q1 2017Q4 20188
Asset Dedication, LLC 510.00%0.02%0.05%Q3 2018Q3 20238
MAS Advisors LLC 880.53%0.70%1.00%Q4 2021Q3 20238
FourThought Financial, LLC 880.03%0.05%0.10%Q4 2020Q3 20228
Freestone Capital Holdings, LLC 620.00%0.01%0.04%Q3 2020Q2 20238
Karp Capital Management Corp 530.05%0.65%1.80%Q3 2019Q1 20228
HL FINANCIAL SERVICES LLC 880.01%0.01%0.02%Q2 2017Q1 20198
CarsonAllaria Wealth Management, Ltd. 881.37%1.76%2.52%Q4 2021Q3 20238
Commonwealth Equity Services, Inc 440.00%0.01%0.02%Q2 2013Q3 20178
RTD Financial Advisors, Inc. 880.12%0.16%0.18%Q4 2021Q3 20238
AGINCOURT CAPITAL MANAGEMENT, LLC 887.96%11.10%18.33%Q4 2021Q3 20238
SVB Investment Services Inc. 880.27%0.29%0.33%Q2 2020Q1 20228
Ancora Advisors LLC 710.00%0.00%0.00%Q3 2021Q3 20238
Global Retirement Partners, LLC 710.00%0.00%0.01%Q2 2020Q3 20238
Fingerlakes Wealth Management, Inc. 880.54%0.63%0.69%Q4 2021Q3 20238
ALESCO ADVISORS LLC 770.02%0.02%0.03%Q2 2018Q4 20197
Advisors Preferred, LLC 410.02%0.04%0.11%Q3 2014Q3 20187
COLDSTREAM CAPITAL MANAGEMENT INC 430.02%0.23%0.39%Q4 2021Q3 20237
Mariner, LLC 520.00%0.01%0.03%Q1 2019Q3 20237
JONES FINANCIAL COMPANIES LLLP 770.00%0.00%0.00%Q1 2022Q3 20237
Columbus Macro, LLC 610.16%0.29%0.36%Q4 2018Q3 20237
WestHill Financial Advisors, Inc. 770.00%0.00%0.00%Q3 2021Q1 20237
Kessler Investment Group, LLC 770.08%0.14%0.41%Q2 2013Q4 20147
Cerity Partners LLC 770.03%0.06%0.09%Q1 2022Q3 20237
Weaver Consulting Group 770.00%0.01%0.01%Q1 2019Q3 20207
PRUDENTIAL FINANCIAL INC 430.00%0.00%0.00%Q4 2021Q3 20237
Visionary Wealth Advisors 770.26%0.33%0.39%Q1 2022Q3 20237
Carroll Financial Associates, Inc. 770.00%0.00%0.00%Q1 2019Q3 20207
MACQUARIE GROUP LTD 770.00%0.00%0.00%Q2 2020Q4 20217
MONEY CONCEPTS CAPITAL CORP 520.00%0.00%0.00%Q4 2020Q4 20227
Atria Wealth Solutions, Inc. 770.00%0.02%0.05%Q1 2022Q3 20237
NewEdge Advisors, LLC 410.00%0.01%0.08%Q4 2019Q3 20237
ATHERTON LANE ADVISERS, LLC 770.02%0.06%0.09%Q2 2014Q4 20157
Ironsides Asset Advisors, LLC 770.43%0.50%0.55%Q2 2018Q4 20197
D. SCOTT NEAL, INC. 610.11%0.30%0.86%Q4 2017Q4 20197
Tyler-Stone Wealth Management 520.03%0.03%0.04%Q4 2021Q3 20237
North Star Investment Management Corp. 770.00%0.00%0.00%Q1 2022Q3 20237
NORTHERN TRUST CORP 610.00%0.00%0.00%Q4 2021Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.00%0.00%Q1 2021Q4 20227
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 770.25%0.31%0.34%Q1 2022Q3 20237
VICTORY CAPITAL MANAGEMENT INC 520.01%0.04%0.08%Q3 2019Q2 20227
Rockbridge Investment Management, LCC 771.29%1.76%2.10%Q2 2020Q4 20217
HSBC HOLDINGS PLC 770.00%0.01%0.01%Q1 2015Q3 20167
UNITED CAPITAL FINANCIAL ADVISORS, LLC 210.00%0.00%0.00%Q3 2019Q3 20237
ASSETMARK, INC 510.00%0.00%0.00%Q3 2020Q3 20237
DEUTSCHE BANK AG\ 310.00%0.00%0.00%Q2 2018Q2 20216
Allen Investment Management, LLC 660.01%0.03%0.07%Q2 2022Q3 20236
Financial & Tax Architects, LLC 511.50%2.71%5.12%Q1 2021Q3 20236
CreativeOne Wealth, LLC 660.02%0.14%0.23%Q3 2019Q4 20206
COMMERCE BANK 660.00%0.00%0.01%Q2 2022Q3 20236
TOCQUEVILLE ASSET MANAGEMENT L.P. 660.01%0.01%0.01%Q4 2021Q1 20236
Valeo Financial Advisors, LLC 660.00%0.00%0.01%Q4 2019Q1 20216
TD Waterhouse Canada Inc. 420.00%0.01%0.01%Q4 2021Q3 20236
PSI Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Wiser Wealth Management, Inc 662.66%2.78%2.94%Q2 2022Q3 20236
Seaside Wealth Management, Inc. 660.11%0.14%0.17%Q2 2022Q3 20236
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 420.01%0.01%0.01%Q2 2014Q1 20186
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
McKinley Carter Wealth Services, Inc. 660.02%0.04%0.10%Q4 2020Q1 20226
MANUFACTURERS LIFE INSURANCE COMPANY, THE 510.00%0.00%0.00%Q4 2014Q2 20186
AWM CAPITAL, LLC 660.38%0.68%0.86%Q2 2022Q3 20236
B. Riley Wealth Advisors, Inc. 660.01%0.02%0.02%Q1 2021Q2 20226
CWM, LLC 310.00%0.00%0.00%Q4 2018Q3 20236
Institute for Wealth Management, LLC. 660.07%0.09%0.11%Q1 2019Q2 20206
SECURIAN ASSET MANAGEMENT, INC 660.04%0.05%0.06%Q2 2022Q3 20236
Aureus Asset Management, LLC 510.04%0.08%0.10%Q4 2014Q4 20176
Phoenix Holdings Ltd. 660.07%0.13%0.19%Q1 2022Q2 20236
Rehmann Capital Advisory Group 310.01%0.02%0.03%Q1 2018Q4 20226
Qube Research & Technologies Ltd 210.00%0.00%0.01%Q2 2021Q3 20236
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 660.03%0.07%0.09%Q3 2018Q4 20196
ANCHOR CAPITAL ADVISORS LLC 660.01%0.02%0.06%Q4 2018Q1 20206
ADIRONDACK TRUST CO 660.01%0.01%0.02%Q1 2022Q2 20236
FORTE ASSET MANAGEMENT LLC 660.23%1.27%3.62%Q2 2022Q3 20236
Bartlett & Co. LLC 660.00%0.00%0.00%Q3 2022Q4 20236
PARAMETRIC PORTFOLIO ASSOCIATES LLC 660.00%0.00%0.00%Q4 2020Q1 20226
Prospera Financial Services Inc 410.00%0.03%0.10%Q1 2019Q1 20226
Capital Investment Advisory Services, LLC 660.00%0.00%0.00%Q4 2018Q1 20206
O'Dell Group, LLC 510.00%0.00%0.00%Q3 2021Q2 20236
Vise Technologies, Inc. 660.12%0.26%0.34%Q2 2022Q3 20236
Sowell Financial Services LLC 550.00%0.01%0.02%Q3 2019Q3 20205
Atlantic Union Bankshares Corp 320.68%1.76%3.17%Q4 2018Q1 20205
PGIM Custom Harvest LLC 410.06%0.25%0.51%Q3 2021Q3 20235
BALDWIN BROTHERS LLC/MA 550.01%0.01%0.01%Q4 2022Q4 20235
Source Financial Advisors LLC 550.33%0.34%0.35%Q3 2022Q3 20235
MBL Wealth, LLC 550.06%0.07%0.08%Q3 2022Q3 20235
Strategic Asset Management, LLC 550.01%0.01%0.01%Q3 2021Q3 20225
Executive Wealth Management, LLC 410.43%0.46%0.54%Q3 2019Q1 20225
BB&T SECURITIES, LLC 550.00%0.00%0.00%Q3 2018Q3 20195
CENTRAL TRUST Co 550.00%0.00%0.00%Q1 2022Q1 20235
WADE G W & INC 550.02%0.02%0.02%Q3 2022Q3 20235
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 320.00%0.00%0.00%Q2 2022Q3 20235
Total Clarity Wealth Management, Inc. 550.12%0.15%0.20%Q1 2022Q1 20235
McIlrath & Eck, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
GeoWealth Management, LLC 410.01%0.18%0.30%Q3 2019Q2 20235
Jaffetilchin Investment Partners, LLC 550.10%0.11%0.13%Q1 2019Q1 20205
Hexagon Capital Partners LLC 550.00%0.01%0.02%Q3 2022Q3 20235
Spartan Planning & Wealth Management 411.44%2.91%7.63%Q1 2022Q3 20235
Cordant, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Orion Portfolio Solutions, LLC 320.00%0.01%0.01%Q1 2020Q3 20235
Capital Analysts, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Inspire Advisors, LLC 551.52%2.09%2.33%Q4 2020Q4 20215
PATHSTONE FAMILY OFFICE, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Integrated Investment Consultants, LLC 550.23%0.27%0.31%Q3 2022Q3 20235
SBK Financial, Inc. 555.84%17.18%28.10%Q4 2021Q4 20225
CoreCap Advisors, LLC 550.25%0.75%0.94%Q4 2021Q4 20225
Laidlaw Wealth Management LLC 550.05%0.09%0.15%Q3 2022Q3 20235
Johnson Midwest Financial, LLC 550.04%0.11%0.16%Q3 2022Q3 20235
MOODY NATIONAL BANK TRUST DIVISION 550.14%0.18%0.25%Q3 2022Q3 20235
Bank OZK 550.50%0.67%0.88%Q2 2019Q2 20205
Renaissance Technologies 210.00%0.00%0.00%Q3 2018Q3 20225
Stratos Wealth Partners, LTD. 410.01%0.03%0.11%Q4 2018Q3 20225
HAP Trading, LLC 210.06%0.09%0.18%Q2 2019Q3 20225
NOMURA ASSET MANAGEMENT CO LTD 320.01%0.01%0.02%Q4 2020Q1 20225
HAZLETT, BURT & WATSON, INC. 550.00%0.00%0.00%Q2 2022Q2 20235
Cardan Capital Partners, LLC 320.43%0.76%1.00%Q2 2020Q3 20215
True North Advisors, LLC 550.05%0.07%0.09%Q4 2020Q4 20215
Transamerica Financial Advisors, Inc. 310.00%0.00%0.00%Q2 2020Q4 20224
CIC Wealth, LLC 441.16%1.35%1.44%Q4 2022Q3 20234
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
Onyx Bridge Wealth Group LLC 440.08%0.12%0.16%Q4 2022Q3 20234
CornerStone Partners LLC 446.96%8.52%9.88%Q4 2019Q3 20204
Better Money Decisions, LLC 310.04%0.05%0.05%Q1 2021Q2 20224
Venturi Wealth Management, LLC 310.01%0.04%0.15%Q3 2022Q3 20234
Sharper & Granite LLC 440.50%0.52%0.54%Q4 2022Q3 20234
Sound Income Strategies, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
ECLECTIC ASSOCIATES INC /ADV 440.23%0.24%0.25%Q4 2022Q3 20234
Aptus Capital Advisors, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Alpha Financial Partners, LLC 440.64%0.89%1.26%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Psagot Value Holdings Ltd. 440.01%0.02%0.05%Q4 2020Q3 20214
Sunbelt Securities, Inc. 440.03%0.03%0.04%Q4 2022Q3 20234
PineBridge Investments, L.P. 220.00%0.01%0.01%Q3 2018Q4 20194
Simplicity Wealth,LLC 441.35%1.96%2.69%Q4 2021Q3 20224
River Street Advisors LLC 440.29%0.32%0.34%Q4 2022Q3 20234
Betterment LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Capital Asset Advisory Services LLC 440.00%0.01%0.01%Q4 2019Q3 20204
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q2 2021Q3 20234
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 440.16%0.39%0.50%Q4 2022Q3 20234
Certified Advisory Corp 310.00%0.01%0.02%Q2 2019Q1 20214
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 310.00%0.00%0.00%Q4 2018Q4 20214
Running Point Capital Advisors, LLC 440.01%0.01%0.01%Q4 2020Q3 20214
Bogart Wealth, LLC 210.00%0.00%0.00%Q1 2020Q1 20234
FourThought Financial Partners, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Lee Financial Co 440.00%0.00%0.00%Q1 2019Q4 20194
Goodwin Investment Advisory 440.12%0.44%0.73%Q4 2022Q3 20234
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
DRIVE WEALTH MANAGEMENT, LLC 440.36%0.54%0.72%Q4 2022Q3 20234
Plante Moran Financial Advisors, LLC 220.00%0.03%0.06%Q3 2019Q4 20224
Brookstone Capital Management 310.01%0.02%0.03%Q2 2021Q2 20224
McNaughton Wealth Management, LLC 440.90%2.40%3.25%Q4 2019Q3 20204
Family Capital Management, Inc. 440.26%0.35%0.40%Q4 2022Q3 20234
HF Advisory Group, LLC 440.29%0.36%0.41%Q4 2022Q3 20234
Blue Edge Capital, LLC 440.36%0.45%0.51%Q4 2022Q3 20234
CALTON & ASSOCIATES, INC. 440.06%0.07%0.09%Q4 2020Q3 20214
FineMark National Bank & Trust 440.01%0.02%0.02%Q4 2021Q3 20224
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
IndexIQ Advisors LLC 440.00%0.01%0.02%Q2 2021Q1 20224
Chessman Wealth Strategies RIA 440.02%4.29%9.93%Q3 2018Q2 20194
NewSquare Capital LLC 440.00%0.00%0.01%Q1 2022Q4 20224
EMORY UNIVERSITY 440.00%0.00%0.00%Q1 2013Q4 20134
Naviter Wealth, LLC 440.42%0.63%0.82%Q4 2022Q3 20234
SIGNET FINANCIAL MANAGEMENT, LLC 310.01%0.02%0.03%Q1 2018Q4 20214
Aurora Investment Managers, LLC. 440.49%0.60%0.76%Q4 2019Q3 20204
Mendel Money Management 440.15%0.15%0.16%Q4 2020Q3 20214
Clarus Wealth Advisors 440.05%0.07%0.10%Q3 2018Q2 20194
STIFEL FINANCIAL CORP 440.00%0.00%0.00%Q4 2022Q3 20234
TELEMUS CAPITAL, LLC 440.08%0.13%0.15%Q4 2022Q3 20234
VitalStone Financial, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
JOHNSON INVESTMENT COUNSEL INC 440.00%0.00%0.00%Q2 2021Q1 20224
HOWE & RUSLING INC 210.00%0.00%0.01%Q1 2018Q3 20234
Ellevest, Inc. 440.00%0.00%0.00%Q3 2019Q2 20204
NATIXIS 440.00%0.00%0.00%Q4 2022Q3 20234
Cypress Point Wealth Management, LLC 440.31%0.56%0.73%Q4 2022Q3 20234
Baird Financial Group, Inc. 440.01%0.01%0.01%Q2 2019Q1 20204
RFP Financial Group LLC 440.04%0.06%0.11%Q4 2022Q3 20234
J.P. Morgan Private Wealth Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Corient Private Wealth LLC 440.09%0.12%0.16%Q4 2022Q3 20234
Millington Financial Advisors, LLC 440.58%0.71%0.84%Q4 2022Q3 20234
IPG Investment Advisors LLC 440.08%0.20%0.31%Q4 2022Q3 20234
Bison Wealth, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Pasadena Private Wealth, LLC 440.66%2.41%3.12%Q2 2019Q1 20204
Sonora Investment Management, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
Kestra Advisory Services, LLC 210.00%0.01%0.01%Q3 2020Q4 20223
WT Wealth Management 210.21%0.24%0.26%Q4 2019Q1 20233
Cape Investment Advisory, Inc. 330.01%0.02%0.02%Q1 2023Q3 20233
Crew Capital Management, Ltd. 330.18%0.20%0.20%Q3 2021Q1 20223
Nicholas Hoffman & Company, LLC. 330.01%0.01%0.01%Q4 2021Q2 20223
Western Wealth Management, LLC 210.02%0.02%0.02%Q2 2022Q1 20233
Sapphire Star Partners LP 330.08%0.38%0.59%Q2 2018Q4 20183
Landmark Wealth Management, LLC 110.14%0.15%0.16%Q1 2022Q3 20233
SAGE FINANCIAL GROUP INC 330.03%0.03%0.03%Q1 2023Q3 20233
OLD MISSION CAPITAL LLC 210.01%0.02%0.04%Q4 2018Q2 20223
Prentice Wealth Management LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Trail Ridge Investment Advisors, LLC 330.21%0.25%0.29%Q4 2021Q2 20223
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.01%0.02%0.02%Q3 2022Q1 20233
Mid-American Wealth Advisory Group, Inc. 210.21%1.54%2.68%Q1 2022Q3 20233
Centric Wealth Management 110.18%0.18%0.18%Q3 2019Q3 20203
Stamos Capital Partners, L.P. 330.08%0.26%0.36%Q1 2023Q3 20233
Wayfinding Financial, LLC 330.20%0.21%0.22%Q1 2023Q3 20233
Avondale Wealth Management 330.19%0.22%0.28%Q1 2022Q3 20223
Avalon Investment & Advisory 330.01%0.01%0.02%Q2 2019Q4 20193
3Chopt Investment Partners, LLC 331.06%1.12%1.19%Q4 2022Q2 20233
PCA Investment Advisory Services Inc. 330.15%0.16%0.17%Q1 2023Q3 20233
Financial Advocates Investment Management 110.00%0.03%0.05%Q3 2018Q4 20203
McClarren Financial Advisors, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
ALLSTATE CORP 330.35%0.41%0.45%Q1 2022Q3 20223
THOMPSON INVESTMENT MANAGEMENT, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
J2 Capital Management Inc 331.58%1.72%1.90%Q4 2021Q2 20223
FOSTER & MOTLEY INC 330.02%0.02%0.02%Q4 2022Q2 20233
Zurcher Kantonalbank (Zurich Cantonalbank) 330.00%0.00%0.01%Q1 2023Q3 20233
Virtu KCG Holdings LLC 110.00%0.01%0.01%Q4 2013Q1 20163
Sargent Bickham Lagudis LLC 330.00%0.00%0.00%Q3 2021Q1 20223
VOLORIDGE INVESTMENT MANAGEMENT, LLC 330.01%0.03%0.04%Q2 2019Q4 20193
Bank of New York Mellon Corp 330.00%0.00%0.00%Q4 2018Q2 20193
John W. Brooker & Co., CPAs 330.00%0.00%0.00%Q2 2021Q4 20213
MACKENZIE FINANCIAL CORP 330.00%0.00%0.00%Q1 2020Q3 20203
Teamwork Financial Advisors, LLC 330.06%0.18%0.28%Q1 2022Q3 20223
Beacon Capital Management, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Valtinson Bruner Financial Planning LLC 330.64%0.76%0.86%Q3 2019Q1 20203
ACCESS FINANCIAL SERVICES, INC. 330.48%0.48%0.49%Q2 2022Q4 20223
Register Financial Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
OLIVER LAGORE VANVALIN INVESTMENT GROUP 210.00%0.00%0.00%Q1 2022Q3 20233
Tranquility Partners, LLC 330.20%0.22%0.24%Q2 2019Q4 20193
Merriman Wealth Management, LLC 210.32%0.43%0.64%Q4 2021Q2 20233
PECAUT & CO. 210.00%0.02%0.02%Q4 2021Q4 20223
LINCOLN NATIONAL CORP 330.04%0.83%1.34%Q3 2018Q1 20193
HARVEST GROUP WEALTH MANAGEMENT, LLC 330.01%0.02%0.03%Q4 2021Q2 20223
Clearstead Advisors, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Element Wealth, LLC 330.01%0.02%0.03%Q1 2023Q3 20233
Livingston Group Asset Management CO (operating as Southport Capital Management) 330.08%0.16%0.22%Q2 2020Q4 20203
FLAGSHIP HARBOR ADVISORS, LLC 330.02%0.02%0.02%Q1 2020Q3 20203
Belvedere Trading LLC 110.00%0.00%0.00%Q1 2023Q1 20233
Global Financial Private Capital, Inc 220.05%0.06%0.08%Q4 2018Q1 20192
MARVIN & PALMER ASSOCIATES INC 223.43%3.46%3.50%Q4 2021Q1 20222
Foster Victor Wealth Advisors, LLC 221.01%1.06%1.11%Q4 2019Q1 20202
Cribstone Capital Management, LLC 220.01%0.01%0.01%Q2 2019Q3 20192
HOEY INVESTMENTS, INC 220.01%0.02%0.02%Q4 2019Q1 20202
BARINGS LLC 220.01%0.11%0.20%Q2 2019Q3 20192
EXCHANGE TRADED CONCEPTS, LLC 110.00%1.73%3.46%Q2 2022Q2 20232
Providence Capital Advisors, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
SUMITOMO LIFE INSURANCE CO 220.35%0.37%0.39%Q2 2023Q3 20232
PACIFIC FINANCIAL GROUP INC 220.82%0.86%0.90%Q3 2019Q4 20192
MGO ONE SEVEN LLC 220.09%0.10%0.12%Q1 2020Q2 20202
Freedom Day Solutions, LLC 221.63%1.73%1.83%Q2 2023Q3 20232
Financial Freedom, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2020Q1 20212
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q2 2022Q3 20232
Penserra Capital Management LLC 110.01%0.02%0.04%Q2 2019Q1 20232
SkyOak Wealth, LLC 220.06%0.08%0.11%Q4 2019Q1 20202
Compass Ion Advisors, LLC 220.25%4.77%9.29%Q4 2019Q1 20202
Allegis Investment Advisors, LLC 220.16%0.18%0.19%Q4 2017Q1 20182
BUCKINGHAM STRATEGIC WEALTH, LLC 220.00%0.00%0.01%Q4 2021Q1 20222
Clark Capital Management Group, Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
Peak Financial Management, Inc. 220.32%0.86%1.40%Q2 2023Q3 20232
Intergy Private Wealth, LLC 220.10%0.11%0.12%Q2 2023Q3 20232
BANK OF NOVA SCOTIA 220.01%0.01%0.01%Q2 2023Q3 20232
Spotlight Asset Group, Inc. 220.03%0.03%0.03%Q2 2023Q3 20232
AJ WEALTH STRATEGIES, LLC 220.03%0.03%0.03%Q4 2022Q1 20232
BANK OF NOVA SCOTIA TRUST CO 110.01%0.01%0.01%Q3 2015Q3 20172
Ground Swell Capital, LLC 220.02%0.05%0.08%Q2 2014Q3 20142
Blue Trust, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Financial Gravity Companies, Inc. 110.05%0.06%0.07%Q1 2018Q4 20182
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
New Republic Capital, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
REGIONS FINANCIAL CORP 220.00%0.00%0.00%Q3 2018Q4 20182
Financial Futures Ltd Liability Co. 220.19%0.23%0.26%Q4 2021Q1 20222
NORTHWEST WEALTH MANAGEMENT, LLC 220.04%0.05%0.06%Q4 2018Q1 20192
Integrated Wealth Concepts LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Financial Strategies Group, Inc. 220.49%0.53%0.58%Q4 2019Q1 20202
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
HHM Wealth Advisors, LLC 220.00%0.01%0.02%Q2 2023Q3 20232
BROWN BROTHERS HARRIMAN & CO 220.00%0.00%0.00%Q1 2023Q2 20232
Stegent Equity Advisors, Inc. 220.19%0.20%0.20%Q4 2021Q1 20222
Parkside Financial Bank & Trust 220.03%0.03%0.03%Q2 2023Q3 20232
Bridge Advisory, LLC 110.09%0.09%0.10%Q4 2021Q2 20222
Independent Advisor Alliance 110.01%0.02%0.04%Q4 2019Q4 20212
ALBION FINANCIAL GROUP /UT 220.02%0.03%0.04%Q2 2023Q3 20232
Herold Advisors, Inc. 110.01%0.01%0.02%Q3 2021Q1 20222
Values Added Financial LLC 220.22%0.24%0.25%Q2 2023Q3 20232
Corbenic Partners LLC 220.01%0.01%0.01%Q4 2020Q1 20212
FLOW TRADERS U.S. LLC 110.01%0.15%0.28%Q2 2022Q2 20232
SJS Investment Consulting Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
NEW ENGLAND SECURITIES CORP /MA/ 220.00%0.00%0.00%Q2 2013Q3 20132
VERUS CAPITAL PARTNERS, LLC 220.02%0.02%0.03%Q4 2019Q1 20202
Copperwynd Financial, LLC 111.80%1.96%2.12%Q2 2018Q1 20192
PALLADIUM PARTNERS LLC 220.00%0.01%0.02%Q2 2013Q3 20132
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
KLINGENSTEIN FIELDS & CO LP 220.01%0.01%0.01%Q2 2023Q3 20232
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q4 20192
SCOTIA CAPITAL INC. 220.02%0.02%0.02%Q3 2020Q4 20202
Edge Capital Group, LLC 220.01%0.01%0.02%Q4 2022Q1 20232
Squar Milner Financial Services LLC 220.01%0.01%0.02%Q4 2019Q1 20202
SWS Partners 220.00%0.00%0.00%Q4 2017Q1 20182
WEST PACES ADVISORS INC. 220.02%0.03%0.04%Q3 2019Q4 20192
EVOKE WEALTH, LLC 110.00%0.01%0.01%Q3 2022Q3 20232
Paladin Advisory Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Tarbox Family Office, Inc. 220.02%0.02%0.02%Q3 2019Q4 20192
Well Done, LLC 110.00%0.09%0.17%Q4 2015Q4 20182
Fortis Capital Advisors, LLC 220.12%0.20%0.27%Q4 2022Q1 20232
OIKOS HOLDINGS LLC 225.58%7.13%8.68%Q4 2022Q1 20232
Psagot Value Holdings Ltd. / (Israel) 110.05%0.05%0.05%Q3 2021Q3 20211
BerganKDV Wealth Management, LLC 110.03%0.03%0.03%Q3 2019Q3 20191
Sovereign Financial Group, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Financial Connections Group, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Seven Springs Wealth Group, LLC 110.25%0.25%0.25%Q4 2019Q4 20191
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Jacobi Capital Management LLC 110.01%0.01%0.01%Q3 2018Q3 20181
VERITY Wealth Advisors 110.18%0.18%0.18%Q4 2023Q4 20231
IHT Wealth Management, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Hotaling Investment Management, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Glass Jacobson Investment Advisors llc 110.01%0.01%0.01%Q3 2023Q3 20231
Berman Capital Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Nauset Wealth Management. LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q2 2023Q2 20231
Brio Consultants, LLC 110.06%0.06%0.06%Q1 2019Q1 20191
FOUNDERS FINANCIAL SECURITIES LLC 110.19%0.19%0.19%Q4 2013Q4 20131
Strategic Financial Planning, Inc. 110.34%0.34%0.34%Q2 2022Q2 20221
GRAND WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
HEADINVEST, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MARSHALL WACE, LLP 110.00%0.00%0.00%Q2 2022Q2 20221
CX Institutional 110.01%0.01%0.01%Q3 2018Q3 20181
FNY Investment Advisers, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Verition Fund Management LLC 110.02%0.02%0.02%Q4 2018Q4 20181
PRIVATE TRUST CO NA 110.03%0.03%0.03%Q3 2022Q3 20221
Bellwether Advisors, LLC 111.28%1.28%1.28%Q3 2023Q3 20231
Litman Gregory Wealth Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
One Day In July LLC 110.04%0.04%0.04%Q3 2023Q3 20231
KerberRose Wealth Management, LLC 110.40%0.40%0.40%Q2 2022Q2 20221
DESTINY CAPITAL SECURITIES CORPORATION 110.17%0.17%0.17%Q3 2023Q3 20231
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2017Q1 20171
Wealth Enhancement & Preservation of GA, LLC 110.34%0.34%0.34%Q4 2019Q4 20191
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Trifecta Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Clear Creek Financial Management, LLC 110.10%0.10%0.10%Q2 2019Q2 20191
Financial Engines Advisors L.L.C. 110.00%0.00%0.00%Q4 2022Q4 20221
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
SVB WEALTH LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Riggs Asset Managment Co. Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
Upper Left Wealth Management, LLC 110.25%0.25%0.25%Q3 2023Q3 20231
Alpha Cubed Investments, LLC 110.08%0.08%0.08%Q3 2018Q3 20181
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q2 2018Q2 20181
Destination Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Foundations Investment Advisors, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
MFA WEALTH ADVISORS, LLC 110.32%0.32%0.32%Q3 2023Q3 20231
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
PEAK FINANCIAL ADVISORS LLC 110.18%0.18%0.18%Q4 2021Q4 20211
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ForthRight Wealth Management, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Global Trust Asset Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
STEPHENS INC /AR/ 110.29%0.29%0.29%Q3 2023Q3 20231
WBI INVESTMENTS, LLC 110.13%0.13%0.13%Q1 2018Q1 20181
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.01%0.01%0.01%Q1 2022Q1 20221
Watson Rebecca 110.07%0.07%0.07%Q2 2020Q2 20201
REILLY FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
CONNING INC. 110.00%0.00%0.00%Q3 2019Q3 20191
Choate Investment Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Paragon Capital Management Ltd 110.18%0.18%0.18%Q1 2020Q1 20201
EPG Wealth Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
LGL PARTNERS, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
ZEKE CAPITAL ADVISORS, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
TILIA FIDUCIARY PARTNERS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
Beacon Pointe Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FURE FINANCIAL CORP 111.61%1.61%1.61%Q4 2019Q4 20191
FIRST FOUNDATION ADVISORS 110.04%0.04%0.04%Q2 2022Q2 20221
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
HOLT-SMITH ADVISORS INC 114.06%4.06%4.06%Q2 2013Q2 20131
VisionPoint Advisory Group, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Resurgent Financial Advisors LLC 110.07%0.07%0.07%Q4 2022Q4 20221
FRONTIER INVESTMENT MGMT CO 110.01%0.01%0.01%Q4 2019Q4 20191
Stratos Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.02%0.02%0.02%Q3 2021Q3 20211
Miracle Mile Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Tidal Investments LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Sterling Financial Planning, Inc. 110.02%0.02%0.02%Q3 2021Q3 20211
CAPITAL ADVISORS INC/OK 110.11%0.11%0.11%Q4 2022Q4 20221
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
PRW Wealth Management LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Castleview Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bell Investment Advisors, Inc 110.00%0.00%0.00%Q3 2022Q3 20221
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
AlphaCore Capital LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q4 2021Q4 20211
Arlington Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Snowden Capital Advisors LLC 110.01%0.01%0.01%Q4 2022Q4 20221
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Authentikos Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
CKW FINANCIAL GROUP 110.02%0.02%0.02%Q2 2021Q2 20211
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Summit Wealth Group, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Oxler Private Wealth LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Rather & Kittrell, Inc. 110.10%0.10%0.10%Q4 2021Q4 20211
Visionary Asset Management, Inc. 110.13%0.13%0.13%Q3 2018Q3 20181
Crosspoint Capital Strategies, LLC 110.11%0.11%0.11%Q4 2015Q4 20151
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Vantage Investment Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Curi Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
MADDEN SECURITIES Corp 110.00%0.00%0.00%Q4 2022Q4 20221
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
PERSONAL FINANCIAL CONSULTANTS INC /ADV 111.11%1.11%1.11%Q4 2018Q4 20181
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
NEW YORK STATE COMMON RETIREMENT FUND 110.01%0.01%0.01%Q2 2021Q2 20211
Aletheian Wealth Advisors LLC 110.25%0.25%0.25%Q4 2023Q4 20231
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2020Q1 20201
CABANA LLC 1111.64%11.64%11.64%Q2 2023Q2 20231
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
American Financial Network Advisory Services LLC 110.52%0.52%0.52%Q3 2019Q3 20191
Y-Intercept (Hong Kong) Ltd 110.06%0.06%0.06%Q1 2022Q1 20221
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q1 2020Q1 20201
Prostatis Group LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Alpine Global Management, LLC 110.81%0.81%0.81%Q3 2014Q3 20141
Sage Mountain Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Private Wealth Group, LLC 110.64%0.64%0.64%Q1 2020Q1 20201
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TRIAD FINANCIAL ADVISORS, INC. 110.18%0.18%0.18%Q4 2021Q4 20211
Cresset Asset Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
ACUTE INVESTMENT ADVISORY, LLC 111.22%1.22%1.22%Q4 2021Q4 20211
Concert Wealth Management Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
Clearwater Capital Advisors, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
Occidental Asset Management, LLC 110.09%0.09%0.09%Q3 2022Q3 20221
Bridgecreek Investment Management, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Luken Investment Analytics, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Trexquant Investment LP 110.01%0.01%0.01%Q1 2023Q1 20231
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Sandy Spring Bank 110.00%0.00%0.00%Q2 2023Q2 20231
Blooom, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
SEVEN LOCKS CAPITAL MANAGEMENT LP 115.30%5.30%5.30%Q1 2015Q1 20151
Worth Asset Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CATALYST PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
OSTERWEIS CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2022Q4 20221
External links

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