ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MUFG Americas Holdings Corp 48480.00%0.01%0.02%Q4 2010Q3 202248
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.01%Q1 2012Q3 202346
TRUIST FINANCIAL CORP 42420.01%0.02%0.04%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.03%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.02%0.05%0.08%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.01%0.02%0.03%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.02%Q2 2013Q3 202342
Callan Capital, LLC 42420.04%0.14%0.35%Q2 2013Q3 202342
TRILLIUM ASSET MANAGEMENT, LLC 42420.03%0.16%0.84%Q2 2013Q3 202342
Crestwood Advisors Group, LLC 42420.01%0.03%0.07%Q2 2013Q3 202342
Gibson Capital, LLC 42420.75%0.95%1.40%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.02%Q2 2013Q3 202342
Hilltop Holdings Inc. 42420.10%0.19%0.26%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.04%Q2 2013Q3 202342
US BANCORP \DE\ 42420.01%0.03%0.04%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.02%0.07%0.18%Q2 2013Q3 202342
PITCAIRN CO 42420.09%0.13%0.22%Q2 2013Q3 202342
Bangor Savings Bank 42420.16%0.21%0.28%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.02%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.00%Q2 2013Q3 202342
Johnson Financial Group, Inc. 42420.16%0.29%0.49%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.02%0.05%Q2 2013Q3 202342
HOWE & RUSLING INC 3830.02%0.02%0.03%Q2 2013Q3 202341
HighTower Advisors, LLC 41410.00%0.01%0.02%Q3 2013Q3 202341
Focused Wealth Management, Inc 41410.02%0.03%0.04%Q3 2013Q3 202341
FORBES J M & CO LLP 3650.12%0.21%0.36%Q2 2013Q3 202341
Cetera Advisor Networks LLC 40400.01%0.03%0.08%Q4 2013Q3 202340
JNBA Financial Advisors 2070.03%0.04%0.06%Q2 2013Q3 202340
Creative Planning 3370.00%0.01%0.04%Q3 2013Q3 202340
Blume Capital Management, Inc. 40400.04%0.11%0.16%Q4 2013Q3 202340
Mariner, LLC 40400.03%0.09%0.13%Q4 2013Q3 202340
STIFEL FINANCIAL CORP 39390.00%0.00%0.03%Q1 2014Q3 202339
WEALTHCARE CAPITAL MANAGEMENT LLC 39390.01%0.15%0.29%Q1 2014Q3 202339
Manchester Capital Management LLC 3270.02%0.52%1.41%Q2 2013Q3 202339
REGENTATLANTIC CAPITAL LLC 38380.05%0.12%0.16%Q2 2013Q3 202238
BALASA DINVERNO & FOLTZ LLC 38380.08%0.14%0.19%Q2 2013Q3 202238
MASSMUTUAL TRUST CO FSB/ADV 2990.00%0.02%0.04%Q2 2014Q4 202338
ENVESTNET ASSET MANAGEMENT INC 37370.00%0.04%0.14%Q3 2014Q3 202337
HM PAYSON & CO 1840.01%0.01%0.02%Q4 2013Q3 202337
Barrett Asset Management, LLC 36360.02%0.03%0.04%Q2 2013Q1 202236
Boston Standard Wealth Management, LLC 22140.23%0.61%1.16%Q4 2014Q4 202336
UBS Group AG 36360.01%0.01%0.02%Q4 2014Q3 202336
BAILARD, INC. 3150.02%0.08%0.15%Q3 2014Q3 202336
WHITTIER TRUST CO OF NEVADA INC 35350.01%0.02%0.08%Q1 2015Q3 202335
Private Advisor Group, LLC 3410.01%0.05%0.11%Q3 2014Q3 202335
AllSquare Wealth Management LLC 25100.02%0.07%0.10%Q4 2014Q3 202335
Cranbrook Wealth Management, LLC 34340.12%0.42%0.94%Q2 2015Q3 202334
BANK OF MONTREAL /CAN/ 3220.00%0.00%0.00%Q1 2015Q3 202334
Lenox Wealth Advisors, LLC 2730.01%0.04%0.10%Q2 2013Q1 202234
Chevy Chase Trust Holdings, LLC 34340.00%0.01%0.01%Q3 2013Q4 202134
BBR PARTNERS, LLC 33330.03%0.10%0.20%Q3 2015Q3 202333
Cambridge Investment Research Advisors, Inc. 33330.02%0.05%0.12%Q3 2015Q3 202333
TD Capital Management LLC 2850.01%0.01%0.02%Q1 2015Q3 202333
Destination Wealth Management 32320.02%0.06%0.18%Q4 2015Q3 202332
THRIVENT FINANCIAL FOR LUTHERANS 2210.00%0.01%0.02%Q1 2016Q3 202332
PEOPLES BANK /OH 32320.30%0.42%0.56%Q4 2015Q3 202332
WHITTIER TRUST CO 32320.00%0.01%0.03%Q4 2015Q3 202332
Gradient Investments LLC 2930.00%0.10%0.38%Q4 2014Q3 202332
UNITED CAPITAL FINANCIAL ADVISORS, LLC 32320.00%0.01%0.01%Q4 2015Q3 202332
Raymond James Financial Services Advisors, Inc. 31310.00%0.02%0.05%Q1 2016Q3 202331
Sandy Spring Bank 31310.00%0.00%0.00%Q1 2016Q3 202331
Cetera Advisors LLC 19120.01%0.03%0.12%Q4 2015Q3 202331
ProVise Management Group, LLC 31310.06%0.11%0.14%Q2 2013Q4 202031
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 31310.04%0.04%0.04%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.00%0.01%0.01%Q1 2016Q3 202331
ADIRONDACK TRUST CO 31310.01%0.02%0.03%Q1 2016Q3 202331
Baker Avenue Asset Management, LP 2740.03%0.09%0.32%Q3 2015Q3 202331
BLAIR WILLIAM & CO/IL 30300.01%0.02%0.14%Q2 2016Q3 202330
Acropolis Investment Management, LLC 30300.02%0.05%0.08%Q2 2016Q3 202330
BALDWIN BROTHERS LLC/MA 30300.00%0.00%0.00%Q3 2016Q4 202330
Frontier Wealth Management LLC 30300.08%0.56%1.22%Q1 2015Q2 202230
FLPUTNAM INVESTMENT MANAGEMENT CO 1560.02%0.03%0.04%Q1 2015Q3 202330
FIRST FOUNDATION ADVISORS 30300.01%0.02%0.04%Q2 2016Q3 202330
IFP Advisors, Inc 1720.00%0.01%0.11%Q4 2015Q3 202329
DEUTSCHE BANK AG\ 2360.00%0.00%0.00%Q3 2013Q3 202329
Cribstone Capital Management, LLC 29290.70%1.69%2.97%Q4 2015Q4 202229
Cornerstone Wealth Management, LLC 2510.06%0.15%0.22%Q1 2016Q3 202329
Brinker Capital Investments, LLC 2630.00%0.04%0.06%Q2 2015Q4 202229
BESSEMER GROUP INC 28280.00%0.00%0.00%Q4 2016Q3 202328
Shepherd Financial Partners LLC 28280.22%0.41%0.57%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.09%0.52%Q4 2016Q3 202328
Baystate Wealth Management LLC 28280.04%0.36%0.86%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.15%0.20%0.31%Q1 2016Q4 202228
Evercore Wealth Management, LLC 28280.00%0.03%0.06%Q2 2015Q1 202228
Sterling Investment Advisors, Ltd. 27270.07%0.10%0.15%Q1 2017Q3 202327
RAYMOND JAMES & ASSOCIATES 27270.00%0.00%0.01%Q1 2017Q3 202327
Ledyard National Bank 2340.01%0.01%0.03%Q2 2013Q3 202127
Snowden Capital Advisors LLC 1980.08%0.16%0.46%Q4 2016Q3 202327
Buffington Mohr McNeal 27270.07%0.17%0.21%Q1 2017Q3 202327
Moisand Fitzgerald Tamayo, LLC 2520.01%0.02%0.03%Q4 2015Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.04%Q2 2013Q4 201927
Global Retirement Partners, LLC 2070.01%0.02%0.15%Q4 2016Q3 202327
Meristem Family Wealth, LLC 1010.06%0.10%0.12%Q2 2013Q1 202226
PITTENGER & ANDERSON INC 26260.01%0.01%0.02%Q2 2017Q3 202326
SUNTRUST BANKS INC 26260.03%0.05%0.07%Q2 2013Q3 201926
D.A. DAVIDSON & CO. 1440.00%0.00%0.01%Q3 2015Q3 202326
BlackRock Inc. 26260.00%0.00%0.00%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.05%0.10%Q2 2017Q3 202326
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.00%Q3 2013Q2 202326
KEYBANK NATIONAL ASSOCIATION/OH 26260.00%0.01%0.02%Q2 2017Q3 202326
Paracle Advisors, LLC 2150.14%0.92%2.86%Q3 2014Q1 202126
CAPTRUST FINANCIAL ADVISORS 25250.00%0.02%0.06%Q3 2017Q3 202325
Boston Trust Walden Corp 25250.01%0.01%0.02%Q3 2017Q3 202325
ZEVENBERGEN CAPITAL INVESTMENTS LLC 2230.01%0.01%0.02%Q4 2014Q3 202325
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 25250.00%0.00%0.01%Q3 2017Q3 202325
First Allied Advisory Services, Inc. 1510.01%0.02%0.04%Q4 2013Q3 202025
Betterment LLC 25250.14%0.25%0.44%Q3 2017Q3 202325
Harfst & Associates, Inc. 2020.05%0.19%0.26%Q2 2015Q3 202325
COLONY GROUP LLC 1320.00%0.02%0.06%Q3 2014Q3 202325
Baird Financial Group, Inc. 25250.00%0.00%0.01%Q3 2017Q3 202325
Migdal Insurance & Financial Holdings Ltd. 25250.00%0.00%0.00%Q3 2017Q3 202325
Wealthcare Advisory Partners LLC 24240.02%0.12%0.30%Q4 2017Q3 202324
SEI INVESTMENTS CO 24240.00%0.03%0.05%Q4 2017Q3 202324
Clearstead Trust, LLC 1130.01%0.07%0.11%Q2 2017Q3 202324
WealthTrust Fairport, LLC 24240.03%0.04%0.05%Q2 2013Q1 201924
Smithfield Trust Co 24240.01%0.03%0.16%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.01%0.03%0.07%Q4 2017Q3 202324
CREATIVE FINANCIAL DESIGNS INC /ADV 13110.00%0.02%0.05%Q2 2017Q3 202324
Valmark Advisers, Inc. 24240.01%0.01%0.01%Q4 2017Q3 202324
Steward Partners Investment Advisory, LLC 1860.00%0.01%0.03%Q2 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.03%0.05%Q4 2017Q3 202324
BAHL & GAYNOR INC 1510.00%0.05%0.14%Q4 2013Q2 202324
Prism Advisors, Inc. 24240.10%0.19%0.40%Q4 2017Q3 202324
WoodTrust Financial Corp 24240.07%0.10%0.13%Q4 2017Q3 202324
Private Ocean, LLC 23230.03%0.08%0.14%Q1 2018Q3 202323
Tower Research Capital LLC (TRC) 1110.00%0.03%0.10%Q1 2016Q3 202323
Cerity Partners LLC 23230.01%0.05%0.39%Q1 2018Q3 202323
Hudock, Inc. 23230.01%0.02%0.02%Q1 2017Q3 202223
Chicago Partners Investment Group LLC 23230.05%0.08%0.11%Q1 2018Q3 202323
Westside Investment Management, Inc. 1510.00%0.02%0.05%Q1 2017Q3 202323
Leonard Rickey Investment Advisors P.L.L.C. 1490.09%0.15%0.22%Q4 2017Q3 202323
JANE STREET GROUP, LLC 410.00%0.01%0.02%Q1 2014Q2 202323
Dorsey & Whitney Trust CO LLC 23230.05%0.22%0.44%Q1 2018Q3 202323
COMERICA BANK 910.00%0.00%0.03%Q2 2013Q3 202323
FRANKLIN RESOURCES INC 1480.00%0.00%0.00%Q1 2018Q3 202322
Accredited Investors Inc. 22220.06%0.23%0.38%Q2 2018Q3 202322
ASSETMARK, INC 1510.00%0.00%0.01%Q4 2015Q3 202322
Schneider Downs Wealth Management Advisors, LP 1510.16%0.23%0.32%Q1 2016Q3 202322
Advisory Services Network, LLC 22220.02%0.15%0.28%Q2 2018Q3 202322
Litman Gregory Wealth Management LLC 2020.36%0.70%1.11%Q1 2018Q3 202322
VICUS CAPITAL 21210.04%0.11%0.18%Q3 2018Q3 202321
MainStreet Investment Advisors LLC 1830.03%0.07%0.13%Q2 2018Q3 202321
NEXT Financial Group, Inc 610.00%0.02%0.05%Q3 2014Q4 202121
Polaris Wealth Advisory Group, LLC 1430.00%0.04%0.11%Q2 2013Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.02%0.04%0.09%Q3 2018Q3 202321
Trellis Advisors, LLC 21210.45%1.13%1.51%Q3 2018Q3 202321
Arbor Investment Advisors, LLC 21210.04%0.23%0.34%Q3 2018Q3 202321
Patriot Financial Group Insurance Agency, LLC 21210.01%0.21%0.47%Q3 2018Q3 202321
GOULD ASSET MANAGEMENT LLC /CA/ 21210.07%0.09%0.13%Q3 2018Q3 202321
C-J Advisory, Inc. 21211.58%2.70%4.63%Q3 2016Q3 202121
Lowe Wealth Advisors, LLC 21210.08%0.16%0.22%Q4 2018Q4 202321
RAYMOND JAMES TRUST N.A. 21210.02%0.04%0.06%Q3 2018Q3 202321
Brookstone Capital Management 1830.01%0.08%0.32%Q2 2018Q3 202321
Geller Advisors LLC 21210.05%0.75%1.23%Q3 2018Q3 202321
BerganKDV Wealth Management, LLC 21210.03%0.04%0.05%Q2 2018Q2 202321
Close Asset Management Ltd 21210.00%0.01%0.02%Q3 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
CWM, LLC 1020.01%0.14%0.23%Q2 2017Q3 202320
Greenwich Wealth Management LLC 20200.04%0.07%0.18%Q2 2016Q1 202120
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 20200.00%0.01%0.03%Q4 2018Q3 202320
Citadel Advisors 410.00%0.00%0.00%Q4 2014Q3 202320
BRINKER CAPITAL INC 20200.05%0.34%1.24%Q3 2015Q2 202020
BUCKINGHAM STRATEGIC WEALTH, LLC 20200.00%0.05%0.12%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.01%0.02%Q4 2017Q3 202220
Brio Consultants, LLC 20200.32%0.47%0.68%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.04%0.07%0.10%Q4 2017Q4 202220
Main Management LLC 20200.16%0.21%0.27%Q2 2018Q1 202320
Wealthspire Advisors, L.P. 20200.02%0.09%0.22%Q4 2015Q3 202020
TIEDEMANN ADVISORS, LLC 20200.02%0.02%0.04%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.00%0.03%0.09%Q4 2018Q3 202320
VERITY Wealth Advisors 20200.23%0.40%0.57%Q1 2019Q4 202320
FIDUCIARY TRUST CO 20200.04%0.18%0.24%Q4 2018Q3 202320
Gemmer Asset Management LLC 1810.56%0.98%1.18%Q2 2014Q3 202319
Western Wealth Management, LLC 1180.04%0.10%0.22%Q4 2018Q3 202319
Members Trust Co 1020.01%0.02%0.03%Q2 2016Q3 202319
AJ WEALTH STRATEGIES, LLC 19190.06%0.11%0.23%Q4 2018Q2 202319
Bigelow Investment Advisors, LLC 19190.14%0.30%0.46%Q1 2019Q3 202319
Bremer Bank National Association 19190.22%0.34%0.40%Q1 2019Q3 202319
CATAWBA CAPITAL MANAGEMENT /VA 19190.05%0.06%0.08%Q4 2013Q2 201819
Financial Insights, Inc. 1810.48%1.68%3.08%Q4 2018Q3 202319
Fiera Capital Corp 19190.00%0.00%0.01%Q2 2015Q4 201919
ALTFEST L J & CO INC 19190.07%0.31%0.54%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.04%0.07%Q1 2019Q3 202319
B. Riley Wealth Advisors, Inc. 1510.00%0.03%0.06%Q2 2013Q3 202319
ZEVIN ASSET MANAGEMENT LLC 1020.04%0.28%3.05%Q4 2016Q2 202319
Asset Dedication, LLC 1130.00%0.00%0.00%Q3 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
PARSONS CAPITAL MANAGEMENT INC/RI 19190.02%0.03%0.03%Q1 2019Q3 202319
Allen Capital Group, LLC 1630.07%0.11%0.14%Q4 2018Q3 202319
PRIO WEALTH LIMITED PARTNERSHIP 19190.02%0.07%0.08%Q1 2019Q3 202319
Community Financial Services Group, LLC 18180.09%0.18%0.30%Q3 2017Q4 202118
Neumann Capital Management, LLC 18180.12%0.67%1.13%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.02%0.03%Q2 2013Q3 201718
Titus Wealth Management 18180.18%0.23%0.29%Q1 2018Q2 202218
Willow Creek Wealth Management Inc. 18180.09%0.16%0.24%Q2 2019Q3 202318
Dougherty Wealth Advisers LLC 18180.03%0.04%0.07%Q2 2019Q3 202318
Hills Bank & Trust Co 1440.04%0.06%0.08%Q1 2019Q3 202318
Mandatum Life Insurance Co Ltd 18180.08%0.18%0.39%Q4 2015Q1 202018
White Lighthouse Investment Management Inc. 18180.12%0.31%0.40%Q2 2019Q3 202318
Ameritas Investment Partners, Inc. 18180.00%0.03%0.06%Q2 2019Q3 202318
Ancora Advisors LLC 1610.00%0.00%0.00%Q4 2016Q3 202318
LINCOLN NATIONAL CORP 18180.02%0.06%0.09%Q2 2019Q3 202318
ATLAS CAPITAL ADVISORS LLC 18180.02%0.04%0.06%Q2 2019Q3 202318
Alexandria Capital, LLC 18180.01%0.14%0.36%Q2 2013Q3 201718
Mascoma Wealth Management LLC 1260.01%1.70%3.29%Q2 2018Q3 202318
Janney Montgomery Scott LLC 18180.00%0.01%0.01%Q2 2019Q3 202318
Investors Research Corp 18180.08%0.35%0.49%Q2 2019Q3 202318
FLAGSHIP HARBOR ADVISORS, LLC 1080.01%0.04%0.08%Q2 2018Q3 202318
SVB WEALTH LLC 18180.00%0.05%0.21%Q2 2019Q3 202318
Private Capital Group, LLC 18180.02%0.06%0.10%Q4 2017Q1 202218
Rockefeller Capital Management L.P. 17170.00%0.00%0.03%Q3 2019Q3 202317
HEADINVEST, LLC 17170.36%0.55%0.70%Q3 2019Q3 202317
Aptus Capital Advisors, LLC 17170.00%0.01%0.01%Q3 2019Q3 202317
Strategic Point Investment Advisors, LLC 17170.66%1.01%1.27%Q3 2019Q3 202317
Bartlett & Co. LLC 1610.01%0.01%0.01%Q3 2019Q4 202317
DeDora Capital, Inc. 17170.13%0.66%1.10%Q4 2018Q4 202217
Edmonds Duncan Registered Investment Advisors, LLC 1430.08%0.11%0.13%Q2 2019Q3 202317
Parkside Advisors LLC 17170.10%0.15%0.30%Q4 2019Q4 202317
Sequoia Financial Advisors, LLC 840.00%0.01%0.02%Q1 2019Q3 202317
PRENTISS SMITH & CO INC 1610.04%0.06%0.10%Q4 2014Q4 202117
First Horizon Advisors, Inc. 17170.21%0.32%0.63%Q3 2019Q3 202317
BALLAST ADVISORS LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
AVANTAX ADVISORY SERVICES, INC. 16160.02%0.02%0.03%Q4 2019Q3 202316
Tempus Wealth Planning, LLC 16160.51%0.76%1.07%Q4 2019Q3 202316
Miracle Mile Advisors, LLC 16160.04%0.12%0.19%Q4 2019Q3 202316
Patten Group, Inc. 1510.01%0.01%0.01%Q4 2014Q4 201816
Institute for Wealth Management, LLC. 1410.01%0.25%0.37%Q3 2014Q3 202316
MARINER INDEPENDENT ADVISOR NETWORK, LLC 16160.06%0.12%0.20%Q4 2018Q3 202216
Equitable Holdings, Inc. 16160.01%0.02%0.05%Q4 2019Q3 202316
Arlington Financial Advisors, LLC 16160.17%0.85%1.35%Q4 2019Q3 202316
Frisch Financial Group, Inc. 1420.14%0.16%0.23%Q3 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.04%0.06%0.10%Q4 2019Q3 202316
FAS Wealth Partners, Inc. 16160.00%0.02%0.02%Q4 2019Q3 202316
WEALTHSOURCE PARTNERS, LLC 16160.04%0.12%0.22%Q4 2019Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16160.04%0.05%0.07%Q4 2019Q3 202316
CRA Financial Services, LLC 1510.06%0.13%0.16%Q4 2018Q2 202316
Ironwood Financial, llc 15150.00%0.00%0.00%Q1 2018Q3 202115
Abbrea Capital, LLC 1410.04%0.05%0.05%Q4 2019Q3 202315
Advisor Group, Inc. 15150.01%0.02%0.04%Q2 2016Q4 201915
Integrated Wealth Concepts LLC 15150.02%0.04%0.07%Q1 2020Q3 202315
AFFINITY WEALTH MANAGEMENT LLC 710.04%0.07%0.13%Q1 2017Q3 202315
CIBC BANK USA 15150.08%0.08%0.09%Q2 2016Q4 201915
Harborview Advisors, LLC 15150.18%0.24%0.33%Q1 2018Q3 202115
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1320.25%0.67%1.68%Q4 2019Q3 202315
Kistler-Tiffany Companies, LLC 15150.00%0.01%0.01%Q4 2019Q2 202315
LANDAAS & CO /WI /ADV 1210.11%0.13%0.15%Q3 2017Q3 202315
MSI Financial Services Inc 15150.01%0.01%0.02%Q2 2013Q4 201615
PrairieView Partners, LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
Well Done, LLC 1010.03%0.07%0.10%Q1 2018Q3 202315
Orion Portfolio Solutions, LLC 1230.01%0.03%0.06%Q4 2019Q3 202315
Columbia Trust Co 01012016 1231.27%1.69%1.95%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.05%0.07%Q1 2020Q3 202315
Financial Architects, Inc 15150.00%0.01%0.02%Q4 2016Q2 202015
Retirement Group, LLC 1410.01%0.04%0.07%Q4 2019Q3 202315
Arete Wealth Advisors, LLC 14140.02%0.03%0.06%Q2 2020Q3 202314
PARK AVENUE SECURITIES LLC 14140.04%0.16%0.28%Q2 2020Q3 202314
GenTrust, LLC 14140.02%0.02%0.03%Q2 2020Q3 202314
HUNTINGTON NATIONAL BANK 860.00%0.00%0.00%Q1 2009Q3 202314
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1110.00%0.01%0.02%Q4 2015Q3 202314
Ellis Investment Partners, LLC 14140.00%0.01%0.01%Q2 2019Q3 202214
AFFINIA FINANCIAL GROUP, LLC 14140.25%0.68%1.11%Q1 2020Q2 202314
EP Wealth Advisors, LLC 910.01%0.01%0.03%Q4 2019Q3 202314
BigSur Wealth Management LLC 14140.80%1.39%1.69%Q2 2020Q3 202314
NORTHERN TRUST CORP 410.00%0.00%0.00%Q2 2013Q3 202313
EVERGREEN CAPITAL MANAGEMENT LLC 13130.02%0.04%0.08%Q3 2020Q3 202313
ST GERMAIN D J CO INC 1030.02%0.10%0.42%Q3 2020Q4 202313
Aurora Private Wealth, Inc. 13130.15%0.28%0.54%Q3 2020Q3 202313
Van Hulzen Asset Management, LLC 1030.02%0.07%0.15%Q4 2019Q3 202313
Hexagon Capital Partners LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Wealthspire Advisors, LLC 1210.05%0.05%0.06%Q1 2020Q3 202313
Peak Financial Management, Inc. 13130.10%0.14%0.19%Q3 2020Q3 202313
Patriot Wealth Management, Inc. 13130.10%0.51%0.82%Q4 2015Q4 201813
Affiance Financial, LLC 13130.05%0.07%0.08%Q4 2019Q4 202213
CIBC Private Wealth Group, LLC 810.00%0.00%0.00%Q1 2020Q3 202313
JOHNSON INVESTMENT COUNSEL INC 13130.00%0.00%0.00%Q3 2020Q3 202313
Regal Investment Advisors LLC 1010.01%0.07%0.12%Q3 2015Q3 202313
Sigma Planning Corp 13130.03%0.03%0.03%Q3 2020Q3 202313
Mosaic Financial Partners, Inc. 1030.14%0.59%5.38%Q1 2014Q2 201813
Tortoise Investment Management, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Cetera Investment Advisers 1210.01%0.04%0.08%Q4 2019Q3 202313
WealthShield Partners, LLC 820.00%0.07%0.19%Q1 2020Q3 202313
Great Diamond Partners, LLC 1210.07%0.19%0.29%Q4 2019Q3 202313
Personal Wealth Partners 13130.61%0.76%0.92%Q1 2019Q1 202213
PRICE T ROWE ASSOCIATES INC /MD/ 13130.00%0.00%0.00%Q4 2018Q4 202113
D'Orazio & Associates, Inc. 13130.00%0.00%0.00%Q3 2018Q3 202113
Dynamic Advisor Solutions LLC 13130.04%0.06%0.10%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.02%0.04%Q3 2020Q3 202313
PRUDENTIAL FINANCIAL INC 850.00%0.00%0.00%Q2 2020Q3 202313
Merit Financial Group, LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
KFA Private Wealth Group, LLC 12120.12%0.13%0.15%Q4 2020Q3 202312
FINANCIAL COUNSELORS INC 840.00%0.01%0.01%Q2 2020Q3 202312
ETRADE Capital Management LLC 12120.01%0.15%0.28%Q4 2017Q3 202012
Annapolis Financial Services, LLC 12120.40%0.45%0.50%Q4 2020Q3 202312
Sigma Investment Management Co 12120.25%0.30%0.38%Q1 2013Q4 201512
Wealth Management Partners, LLC 12120.55%0.82%1.02%Q4 2020Q3 202312
Rede Wealth, LLC 12120.30%0.32%0.34%Q4 2020Q3 202312
WADE G W & INC 12120.02%0.05%0.06%Q4 2020Q3 202312
BURNS J W & CO INC/NY 12120.04%0.04%0.04%Q4 2020Q3 202312
McClarren Financial Advisors, Inc. 12121.93%2.45%6.70%Q4 2020Q3 202312
West Financial Advisors, LLC 12120.12%0.14%0.16%Q4 2020Q3 202312
Concord Wealth Partners 12120.46%0.73%1.06%Q4 2020Q3 202312
One Wealth Advisors, LLC 12120.10%0.64%1.37%Q4 2020Q3 202312
Perigon Wealth Management, LLC 1010.01%0.04%0.05%Q3 2011Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.03%0.06%Q4 2018Q3 202112
SOA Wealth Advisors, LLC. 12121.25%1.50%1.77%Q4 2020Q3 202312
Goodwin Investment Advisory 12120.17%0.39%0.68%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.17%0.19%0.23%Q4 2020Q3 202312
Mutual Advisors, LLC 720.01%0.04%0.05%Q2 2020Q3 202312
SAGE FINANCIAL GROUP INC 12120.15%0.18%0.21%Q4 2020Q3 202312
Laurel Wealth Planning LLC 12122.39%5.04%8.50%Q4 2020Q3 202312
Bond & Devick Financial Network, Inc. 12120.54%0.77%1.03%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Allworth Financial LP 12120.01%0.02%0.06%Q4 2020Q3 202312
PRIVATE TRUST CO NA 660.01%0.02%0.04%Q2 2020Q3 202312
Banco Santander, S.A. 12120.00%0.00%0.01%Q1 2020Q4 202212
Principle Wealth Partners LLC 12120.04%0.07%0.08%Q4 2020Q3 202312
Kesler, Norman & Wride, LLC 12120.11%0.12%0.12%Q4 2020Q3 202312
Capital Asset Advisory Services LLC 12120.00%0.01%0.08%Q4 2019Q3 202212
AE Wealth Management LLC 1020.00%0.01%0.05%Q3 2019Q3 202312
Aevitas Wealth Management, Inc. 12120.13%0.23%0.39%Q4 2017Q3 202012
Oxler Private Wealth LLC 12120.11%0.12%0.14%Q4 2020Q3 202312
Altus Wealth Group LLC 12120.26%0.51%0.62%Q4 2020Q3 202312
Baron Financial Group, LLC 12120.13%0.93%1.15%Q3 2020Q2 202312
Sugarloaf Wealth Management, LLC 12120.04%0.05%0.06%Q4 2020Q3 202312
LODESTAR INVESTMENT COUNSEL LLC/IL 11110.03%0.04%0.04%Q4 2016Q2 201911
Personal Capital Advisors Corp 11110.00%0.08%0.16%Q1 2018Q3 202011
CHILDRESS CAPITAL ADVISORS, LLC 11110.53%0.73%0.95%Q1 2021Q3 202311
Bank Julius Baer & Co. Ltd, Zurich 11110.01%0.02%0.04%Q1 2020Q3 202211
MANUFACTURERS LIFE INSURANCE COMPANY, THE 11110.00%0.00%0.00%Q4 2015Q2 201811
4Thought Financial Group Inc. 11110.11%0.13%0.15%Q1 2021Q3 202311
Clearview Wealth Advisors LLC 11110.00%0.01%0.04%Q4 2020Q2 202311
Horst & Graben Wealth Management LLC 740.16%0.47%0.66%Q3 2020Q3 202311
Spire Wealth Management 11110.01%0.07%0.10%Q1 2021Q3 202311
Sharkey, Howes & Javer 830.09%0.62%1.17%Q4 2020Q3 202311
Addison Advisors LLC 1010.01%0.22%0.40%Q4 2020Q3 202311
Braun-Bostich & Associates Inc. 610.04%0.14%0.69%Q1 2018Q4 202111
Certified Advisory Corp 1010.00%0.00%0.00%Q1 2018Q1 202111
Austin Private Wealth, LLC 740.06%0.16%0.26%Q3 2020Q3 202311
Rossmore Private Capital 11110.04%0.04%0.04%Q1 2021Q3 202311
RPg Family Wealth Advisory, LLC 11110.05%0.06%0.07%Q2 2017Q4 201911
WEDBUSH SECURITIES INC 11110.02%0.02%0.04%Q1 2021Q3 202311
BNP PARIBAS FINANCIAL MARKETS 11110.00%0.00%0.00%Q1 2021Q3 202311
HENGEHOLD CAPITAL MANAGEMENT LLC 11110.04%0.04%0.05%Q1 2021Q3 202311
Claraphi Advisory Network, LLC 1010.06%0.22%0.38%Q3 2019Q2 202211
QUEST CAPITAL MANAGEMENT INC /ADV 11110.53%0.88%1.14%Q2 2019Q4 202111
Bradley & Co. Private Wealth Management, LLC 11110.04%0.04%0.04%Q1 2021Q3 202311
PFG Advisors 650.21%0.27%0.32%Q3 2020Q3 202311
Newbridge Financial Services Group, Inc. 11110.00%0.00%0.01%Q3 2020Q1 202311
CENTRAL TRUST Co 11110.00%0.00%0.00%Q1 2021Q3 202311
BDO Wealth Advisors, LLC 10100.00%0.01%0.01%Q1 2021Q2 202310
Stuart Chaussee & Associates, Inc. 10100.04%0.06%0.22%Q3 2017Q4 201910
Dana Investment Advisors, Inc. 110.01%0.04%0.09%Q4 2014Q2 202310
55I, LLC 10100.04%0.17%0.36%Q2 2020Q3 202210
Merriman Wealth Management, LLC 10100.09%0.11%0.13%Q1 2018Q2 202010
Wells Financial Advisors INC 10100.01%0.03%0.04%Q4 2020Q1 202310
RETIREMENT INCOME SOLUTIONS, INC 10100.07%0.23%0.32%Q2 2021Q3 202310
Formidable Asset Management, LLC 10100.00%0.00%0.01%Q3 2013Q4 201510
GPS Wealth Strategies Group, LLC 730.02%0.03%0.04%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.03%0.03%0.04%Q1 2021Q3 202310
Clear Perspectives Financial Planning, LLC 10100.21%0.42%0.56%Q4 2020Q1 202310
1900 WEALTH MANAGEMENT LLC 10100.10%0.13%0.15%Q4 2020Q1 202310
Enterprise Bank & Trust Co 10100.22%0.40%0.45%Q1 2021Q2 202310
Perennial Investment Advisors, LLC 730.04%0.07%0.09%Q1 2021Q3 202310
Old Port Advisors 910.08%0.14%0.21%Q1 2021Q3 202310
CreativeOne Wealth, LLC 910.01%0.03%0.06%Q4 2020Q2 202310
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 10100.01%0.02%0.03%Q3 2011Q4 201310
PSI Advisors, LLC 910.01%0.01%0.01%Q4 2019Q3 202310
Cooper Financial Group 10100.11%0.13%0.16%Q2 2019Q3 202110
KESTRA PRIVATE WEALTH SERVICES, LLC 10100.04%0.10%0.12%Q2 2021Q3 202310
APPLETON GROUP, LLC 640.28%0.47%1.00%Q3 2020Q3 202310
Foundations Investment Advisors, LLC 10100.02%0.03%0.09%Q1 2020Q2 202210
First Affirmative Financial Network 10102.55%4.43%5.63%Q3 2021Q4 202310
EPG Wealth Management LLC 510.02%0.03%0.04%Q1 2020Q3 20239
SG Americas Securities, LLC 510.00%0.01%0.03%Q1 2015Q3 20179
Financial Enhancement Group LLC 990.01%0.02%0.03%Q1 2018Q1 20209
Parcion Private Wealth LLC 990.02%0.12%0.16%Q2 2020Q2 20229
COLDSTREAM CAPITAL MANAGEMENT INC 540.03%0.04%0.04%Q2 2021Q3 20239
Stearns Financial Services Group 990.02%0.04%0.05%Q3 2018Q3 20209
WNY Asset Management, LLC 990.12%0.51%0.89%Q3 2021Q3 20239
ENTERPRISE FINANCIAL SERVICES CORP 990.05%0.05%0.05%Q1 2019Q1 20219
RFG Advisory, LLC 990.01%0.03%0.05%Q3 2021Q3 20239
Clear Harbor Asset Management, LLC 990.01%0.07%0.09%Q3 2021Q3 20239
Vigilant Capital Management, LLC 540.00%0.01%0.02%Q3 2017Q2 20239
Strategic Blueprint, LLC 720.02%0.05%0.08%Q1 2021Q3 20239
Pinnacle Summer Investments, Inc. 810.00%0.01%0.01%Q2 2013Q3 20159
Wealthfront Advisers LLC 990.00%0.01%0.01%Q3 2021Q3 20239
Livingston Group Asset Management CO (operating as Southport Capital Management) 810.00%0.20%0.30%Q3 2018Q4 20219
Firestone Capital Management 990.06%0.06%0.07%Q4 2019Q4 20219
ROWLAND CARMICHAEL ADVISORS INC /ADV 990.00%0.01%0.01%Q4 2018Q4 20209
Wealth Alliance 810.06%0.14%0.25%Q2 2021Q3 20239
PATHSTONE FAMILY OFFICE, LLC 610.00%0.03%0.18%Q4 2017Q2 20229
CAMBRIDGE TRUST CO 990.01%0.02%0.03%Q3 2021Q3 20239
Financial Advocates Investment Management 990.05%0.06%0.06%Q4 2017Q4 20199
SigFig Wealth Management, LLC 810.01%0.04%0.08%Q2 2021Q3 20239
Concert Wealth Management Inc. 630.03%0.03%0.03%Q4 2013Q3 20169
HSBC HOLDINGS PLC 540.00%0.00%0.00%Q1 2013Q2 20159
Strategic Wealth Partners Group, LLC 990.06%0.40%0.54%Q3 2021Q3 20239
RWA WEALTH PARTNERS, LLC 720.01%0.12%0.22%Q1 2018Q3 20209
WESBANCO BANK INC 630.01%0.01%0.02%Q1 2021Q3 20239
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 990.01%0.01%0.02%Q2 2020Q2 20229
Financial Services Advisory Inc 440.55%0.84%1.50%Q1 2021Q3 20238
EverSource Wealth Advisors, LLC 880.01%0.04%0.08%Q4 2021Q3 20238
HILL ISLAND FINANCIAL LLC 883.32%3.82%4.38%Q4 2021Q3 20238
Keystone Financial Services 880.12%0.29%0.42%Q4 2021Q3 20238
Partnervest Advisory Services LLC 530.00%0.11%0.21%Q4 2013Q3 20208
Weaver Consulting Group 710.04%0.07%0.10%Q1 2019Q4 20218
Topel & Distasi Wealth Management, LLC 880.52%0.68%0.88%Q4 2021Q3 20238
Watermark Asset Management, Inc. 880.02%0.04%0.09%Q1 2017Q4 20188
NewEdge Advisors, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
Sage Financial Management Group, Inc. 610.10%0.22%0.30%Q1 2021Q3 20238
Ballentine Partners, LLC 530.11%0.28%0.57%Q2 2013Q2 20188
NewEdge Wealth, LLC 880.05%0.08%0.15%Q4 2021Q3 20238
Onyx Bridge Wealth Group LLC 880.13%0.19%0.22%Q4 2021Q3 20238
Fingerlakes Wealth Management, Inc. 881.33%1.38%1.47%Q4 2021Q3 20238
Ballew Advisors, Inc 710.06%0.18%0.21%Q3 2018Q1 20228
One Capital Management, LLC 880.05%0.39%2.41%Q4 2021Q3 20238
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 880.09%0.23%0.85%Q4 2021Q3 20238
FourThought Financial, LLC 880.01%0.01%0.02%Q4 2020Q3 20228
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Vivaldi Capital Management LP 510.15%0.35%1.32%Q3 2017Q3 20208
Abacus Wealth Partners, LLC 880.07%0.13%0.17%Q2 2021Q1 20238
BARCLAYS PLC 510.00%0.00%0.00%Q1 2014Q2 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
TCWP LLC 880.08%0.22%0.70%Q4 2021Q3 20238
Bensler, LLC 880.06%0.10%0.12%Q4 2021Q3 20238
Highmount Capital, LLC 880.06%0.07%0.08%Q2 2013Q1 20158
NORWOOD FINANCIAL CORP 880.15%0.16%0.17%Q4 2021Q3 20238
Veritable, L.P. 880.01%0.01%0.01%Q4 2013Q3 20158
OPPENHEIMER & CO INC 710.00%0.01%0.01%Q4 2018Q4 20218
Rise Advisors, LLC 880.06%0.07%0.10%Q4 2021Q3 20238
Clearstead Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
West Wealth Group, LLC 880.17%0.19%0.23%Q4 2021Q3 20238
FundX Investment Group, LLC 710.12%1.80%12.66%Q2 2016Q4 20218
Ulland Investment Advisors, LLC 880.84%1.11%1.31%Q4 2021Q3 20238
Brooklyn FI, LLC 880.30%0.44%0.60%Q4 2021Q3 20238
BREMER TRUST NATIONAL ASSOCIATION 430.06%0.10%0.20%Q3 2016Q4 20187
NEW ENGLAND SECURITIES CORP /MA/ 770.04%0.04%0.06%Q2 2013Q4 20147
AlphaCore Capital LLC 410.00%0.04%0.06%Q1 2020Q3 20237
Joel Isaacson & Co., LLC 770.02%0.03%0.03%Q1 2022Q3 20237
Qube Research & Technologies Ltd 610.00%0.00%0.00%Q3 2021Q3 20237
Ameritas Investment Company, LLC 310.45%0.74%1.17%Q1 2019Q3 20217
Ameritas Advisory Services, LLC 610.47%0.54%0.62%Q4 2021Q3 20237
My Legacy Advisors, LLC 770.09%0.32%0.89%Q1 2022Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.03%0.07%0.12%Q1 2022Q3 20237
SHAPIRO ROBERT N 770.34%0.50%0.58%Q2 2013Q4 20147
Mount Yale Investment Advisors, LLC 770.04%0.06%0.07%Q1 2022Q3 20237
Magnus Financial Group LLC 770.05%0.05%0.06%Q1 2022Q3 20237
Golden State Wealth Management, LLC 310.00%0.05%0.09%Q1 2019Q1 20227
Avondale Wealth Management 770.00%0.00%0.00%Q4 2017Q2 20197
Atria Wealth Solutions, Inc. 770.07%0.08%0.10%Q1 2022Q3 20237
BB&T SECURITIES, LLC 770.00%0.00%0.00%Q1 2018Q3 20197
HB Wealth Management, LLC 770.02%0.03%0.03%Q1 2022Q3 20237
EVERMAY WEALTH MANAGEMENT LLC 770.00%0.00%0.00%Q1 2022Q3 20237
FLAGSTAR ADVISORS INC 770.08%0.10%0.11%Q3 2021Q1 20237
Edge Advisors, LLC 770.03%0.04%0.04%Q4 2016Q2 20187
Bank of New Hampshire 770.01%0.01%0.01%Q1 2022Q3 20237
Buttonwood Financial Group, LLC 770.22%0.25%0.27%Q2 2022Q4 20237
Vanguard Personalized Indexing Management, LLC 770.01%0.03%0.07%Q3 2020Q1 20227
Walkner Condon Financial Advisors LLC 510.08%0.10%0.14%Q4 2020Q3 20237
Renaissance Technologies 210.00%0.00%0.00%Q2 2019Q3 20237
Sowell Financial Services LLC 770.01%0.02%0.02%Q3 2019Q1 20217
MONEY CONCEPTS CAPITAL CORP 520.01%0.01%0.01%Q4 2020Q4 20227
Freedman Financial Associates, Inc. 660.01%0.01%0.02%Q4 2020Q1 20226
Joseph P. Lucia & Associates, LLC 420.00%0.00%0.00%Q4 2020Q2 20226
Revolve Wealth Partners, LLC 660.07%0.15%0.18%Q2 2022Q3 20236
Francis Financial, Inc. 665.78%6.91%8.19%Q2 2022Q3 20236
Strategic Wealth Partners, Ltd. 660.00%0.00%0.01%Q4 2017Q1 20196
Community Bank, N.A. 510.00%0.00%0.00%Q4 2016Q1 20206
MACROVIEW INVESTMENT MANAGEMENT LLC 660.00%0.00%0.01%Q2 2022Q3 20236
CAMG Solamere Management, LLC 420.10%0.11%0.11%Q2 2018Q4 20196
KBC Group NV 410.00%0.00%0.00%Q4 2018Q1 20216
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q2 2020Q3 20216
Capital Analysts, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
KANALY TRUST CO 660.00%0.00%0.00%Q3 2015Q4 20166
Ritter Daniher Financial Advisory LLC / DE 660.10%0.12%0.15%Q2 2022Q3 20236
Prostatis Group LLC 512.68%5.01%7.37%Q1 2021Q4 20226
Efficient Advisors, LLC 660.29%0.30%0.34%Q1 2016Q2 20176
Continuum Advisory, LLC 660.04%0.04%0.05%Q2 2022Q3 20236
TRUE Private Wealth Advisors 510.00%0.00%0.00%Q2 2019Q4 20206
Vectors Research Management, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
GUARDIAN WEALTH ADVISORS, LLC / NC 660.01%0.01%0.01%Q2 2022Q3 20236
Ascent Group, LLC 660.04%0.04%0.04%Q2 2022Q3 20236
Pensionmark Financial Group, LLC 660.07%0.12%0.15%Q2 2022Q3 20236
NATIONAL PLANNING CORP 310.02%0.02%0.04%Q4 2014Q2 20176
RITTER DANIHER FINANCIAL ADVISORY LLC 660.18%0.18%0.19%Q4 2020Q1 20226
PARAMETRIC PORTFOLIO ASSOCIATES LLC 510.00%0.00%0.00%Q1 2018Q1 20226
Venturi Wealth Management, LLC 660.03%0.03%0.04%Q2 2022Q3 20236
Eagle Bay Advisors LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Highwater Wealth Management, LLC 420.51%1.48%2.06%Q3 2017Q3 20196
Catamount Wealth Management 660.01%0.02%0.02%Q4 2017Q1 20196
First City Capital Management, Inc. 660.06%0.06%0.06%Q1 2014Q2 20156
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 310.00%0.00%0.01%Q4 2015Q1 20236
CX Institutional 660.10%0.12%0.16%Q2 2022Q3 20236
SeaCrest Wealth Management, LLC 660.01%0.01%0.01%Q4 2017Q1 20196
Stratos Wealth Advisors, LLC 660.04%0.04%0.04%Q2 2022Q3 20236
JOHN G ULLMAN & ASSOCIATES INC 660.07%0.09%0.12%Q3 2018Q4 20196
PFG Private Wealth Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Prospera Financial Services Inc 510.01%0.01%0.02%Q1 2022Q3 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
UBS AG 660.00%0.01%0.01%Q2 2013Q3 20146
BlackRock Investment Management, LLC 210.00%0.01%0.02%Q4 2013Q4 20165
Ulrich Consultants & Investment Group, LLC 550.98%3.07%5.05%Q2 2022Q2 20235
BROWN BROTHERS HARRIMAN & CO 550.00%0.00%0.00%Q3 2022Q3 20235
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 410.01%0.03%0.04%Q3 2021Q3 20235
Advisory Alpha, LLC 310.01%0.03%0.05%Q1 2019Q3 20205
W.H. Cornerstone Investments Inc. 550.25%0.26%0.26%Q3 2022Q3 20235
HBK Sorce Advisory LLC 550.04%0.05%0.06%Q4 2015Q4 20165
Grant/GrossMendelsohn, LLC 320.11%0.12%0.13%Q2 2022Q3 20235
Gupta Wealth Management LLC 550.00%0.00%0.00%Q1 2015Q1 20165
Asset Allocation & Management Company, LLC 550.64%1.09%1.74%Q4 2019Q4 20205
BSW Wealth Partners 550.11%0.23%0.68%Q4 2018Q4 20195
Kore Private Wealth LLC 320.00%0.00%0.00%Q4 2018Q2 20205
CoreCap Advisors, LLC 550.01%0.02%0.03%Q4 2021Q4 20225
Long Wharf Investors, Inc. 550.28%0.31%0.32%Q2 2013Q2 20145
Zullo Investment Group, Inc. 550.02%0.03%0.03%Q4 2021Q4 20225
Integrity Financial Corp /WA 550.01%0.01%0.01%Q4 2021Q4 20225
Wilson & Boucher Capital Management, LLC 320.21%0.22%0.23%Q4 2021Q3 20235
Bordeaux Wealth Advisors LLC 550.40%0.45%0.50%Q3 2022Q3 20235
Cascadia Advisory Services, LLC 320.08%0.09%0.10%Q2 2020Q3 20215
TIAA, FSB 550.00%0.00%0.00%Q2 2022Q2 20235
TRANSCEND CAPITAL ADVISORS, LLC 320.02%0.03%0.03%Q2 2022Q3 20235
McIlrath & Eck, LLC 550.02%0.02%0.03%Q3 2022Q3 20235
Spectrum Planning & Advisory Services Inc. 550.25%0.33%0.43%Q2 2022Q2 20235
Bridgewater Advisors Inc. 550.07%0.09%0.10%Q2 2021Q2 20225
MA Private Wealth 550.12%0.21%0.26%Q3 2022Q3 20235
Cresset Asset Management, LLC 320.00%0.01%0.01%Q2 2022Q3 20235
Karn, Couzens & Associates, Inc. 550.18%0.20%0.22%Q1 2021Q1 20225
FLOW TRADERS U.S. LLC 210.00%0.04%0.09%Q3 2020Q2 20235
COMERICA SECURITIES,INC. 550.02%0.02%0.03%Q3 2022Q3 20235
Avior Wealth Management, LLC 550.01%0.02%0.03%Q3 2022Q3 20235
WIN ADVISORS, INC 550.02%2.27%5.80%Q4 2021Q4 20225
Diversified, LLC 410.08%0.10%0.11%Q4 2020Q3 20235
HRT FINANCIAL LP 410.00%0.02%0.03%Q4 2021Q1 20235
SVB Investment Services Inc. 550.02%0.03%0.03%Q4 2019Q4 20205
ROMANO BROTHERS AND COMPANY 550.07%0.10%0.12%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
BENJAMIN F. EDWARDS & COMPANY, INC. 550.00%0.00%0.00%Q4 2018Q4 20195
CT Financial Advisors LLC 550.01%0.02%0.02%Q1 2016Q1 20175
BlueCrest Capital Management Ltd 410.01%0.03%0.09%Q1 2021Q2 20235
Vontobel Holding Ltd. 550.01%0.01%0.01%Q3 2022Q3 20235
Arkadios Wealth Advisors 320.01%0.02%0.03%Q4 2020Q3 20235
Smith & Howard Wealth Management, LLC 440.09%0.10%0.10%Q3 2022Q2 20234
Hoxton Planning & Management, LLC 440.14%0.26%0.38%Q4 2022Q3 20234
DOHJ, LLC 441.01%1.20%1.39%Q4 2022Q3 20234
American Money Management, LLC 440.07%0.08%0.08%Q3 2021Q2 20224
TOMPKINS FINANCIAL CORP 110.00%0.03%0.09%Q4 2013Q4 20174
Wealth Advisors of Tampa Bay, LLC 310.06%0.07%0.08%Q4 2021Q3 20234
Farther Finance Advisors, LLC 440.10%0.23%0.51%Q4 2022Q3 20234
GYL FINANCIAL SYNERGIES, LLC 440.02%0.03%0.05%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.37%0.42%0.51%Q4 2022Q3 20234
JACKSON SQUARE CAPITAL, LLC 440.00%0.00%0.01%Q4 2019Q3 20204
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Mayflower Financial Advisors, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Edge Capital Group, LLC 440.04%0.04%0.04%Q4 2018Q3 20194
DDFG, Inc 440.09%0.09%0.10%Q4 2022Q3 20234
Aspire Private Capital, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Goldstein Advisors, LLC 440.05%0.06%0.06%Q4 2022Q3 20234
Bristlecone Advisors, LLC 210.02%0.02%0.03%Q3 2017Q2 20234
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Archer Investment Corp 220.01%0.01%0.01%Q1 2021Q3 20234
Milestone Investment Advisors LLC 440.08%0.09%0.10%Q4 2022Q3 20234
Watson Rebecca 440.46%0.61%0.73%Q4 2019Q3 20204
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q3 20234
ERn Financial, LLC 440.14%0.15%0.17%Q1 2019Q4 20194
Baldrige Asset Management LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Phoenix Wealth Advisors 440.03%0.04%0.04%Q4 2020Q3 20214
Clean Yield Group 220.00%0.03%0.10%Q2 2020Q2 20234
U.S. Capital Wealth Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Colonial Trust Advisors 440.00%0.00%0.01%Q4 2022Q3 20234
REILLY FINANCIAL ADVISORS, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Belpointe Asset Management LLC 210.00%0.01%0.01%Q4 2020Q1 20234
Eley Financial Management, Inc 440.72%0.78%0.82%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 440.08%0.10%0.11%Q4 2022Q3 20234
Kelman-Lazarov, Inc. 440.15%0.17%0.18%Q2 2021Q1 20224
Apollon Wealth Management, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
HHM Wealth Advisors, LLC 440.01%0.01%0.01%Q1 2020Q4 20204
Weatherstone Capital Management 310.16%0.23%0.36%Q3 2017Q3 20184
Truvestments Capital LLC 310.00%0.01%0.01%Q3 2018Q3 20194
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Financial Advisors, LLC 440.24%0.25%0.26%Q2 2021Q1 20224
Capital Directions Investment Advisors, LLC 440.00%0.00%0.00%Q2 2016Q1 20174
Karp Capital Management Corp 210.03%0.05%0.06%Q4 2018Q3 20224
Kovack Advisors, Inc. 440.07%0.17%0.34%Q2 2021Q1 20224
CFM WEALTH PARTNERS LLC 330.01%0.01%0.01%Q4 2019Q2 20203
CVA Family Office, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Cornerstone Planning Group LLC 210.00%0.02%0.06%Q4 2022Q3 20233
Harrington Investments, INC 330.08%0.08%0.08%Q1 2018Q3 20183
McAdam, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Copperleaf Capital, LLC 330.24%0.34%0.42%Q1 2023Q3 20233
Coppell Advisory Solutions LLC 210.02%0.02%0.02%Q4 2022Q3 20233
1832 Asset Management L.P. 330.00%0.00%0.00%Q1 2023Q3 20233
TRUST DEPARTMENT MB FINANCIAL BANK N A 330.03%0.04%0.06%Q3 2018Q1 20193
New England Professional Planning Group Inc. 210.31%0.34%0.40%Q3 2018Q1 20203
Roof Eidam Maycock Peralta, LLC 330.07%0.08%0.08%Q3 2021Q1 20223
Financial Gravity Asset Management, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
Silversage Advisors 330.26%0.33%0.47%Q4 2019Q2 20203
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Consolidated Portfolio Review Corp 330.10%0.10%0.10%Q1 2023Q3 20233
Lido Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Dentgroup LLC 330.23%0.39%0.54%Q4 2021Q2 20223
VERUS CAPITAL PARTNERS, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Wealthsimple US, Ltd. 330.28%1.66%4.32%Q4 2019Q2 20203
PFG Investments, LLC 331.07%1.10%1.14%Q1 2023Q3 20233
Inscription Capital, LLC 210.02%0.04%0.08%Q4 2018Q2 20213
Mariner Wealth Advisors-Madison, LLC 330.33%0.34%0.36%Q1 2013Q3 20133
Valeo Financial Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
DFPG INVESTMENTS, LLC 330.12%0.13%0.14%Q1 2023Q3 20233
HALL LAURIE J TRUSTEE 330.03%0.03%0.03%Q1 2023Q3 20233
CHOREO, LLC 330.19%0.20%0.21%Q1 2023Q3 20233
Trexquant Investment LP 210.01%0.02%0.03%Q1 2020Q3 20233
Colorado Capital Management, Inc. 330.20%0.21%0.22%Q4 2015Q2 20163
tru Independence LLC 110.05%0.32%0.86%Q2 2020Q2 20213
Seascape Capital Management 331.01%1.16%1.23%Q2 2021Q4 20213
Rice Partnership, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Freestone Capital Holdings, LLC 330.13%0.16%0.18%Q4 2021Q2 20223
Ellevest, Inc. 210.02%0.03%0.04%Q4 2019Q3 20233
Flagship Private Wealth, LLC 330.09%0.09%0.09%Q4 2020Q2 20213
CIBC WORLD MARKET INC. 330.00%0.00%0.00%Q2 2019Q4 20193
BOSTON FINANCIAL MANGEMENT LLC 330.01%0.01%0.01%Q2 2022Q4 20223
TCI Wealth Advisors, Inc. 110.00%0.00%0.01%Q4 2017Q2 20223
MANAGED ACCOUNT ADVISORS LLC 330.00%0.00%0.00%Q4 2014Q2 20153
CAPITAL ONE FINANCIAL CORP 330.04%0.04%0.04%Q1 2020Q3 20203
Prentice Wealth Management LLC 330.06%0.06%0.06%Q1 2021Q3 20213
Plante Moran Financial Advisors, LLC 330.00%0.01%0.01%Q3 2022Q1 20233
Beacon Pointe Advisors, LLC 110.00%0.01%0.02%Q1 2022Q3 20233
Erickson Financial Group, LLC 330.49%0.66%0.76%Q1 2022Q3 20223
Occidental Asset Management, LLC 330.12%0.13%0.13%Q3 2018Q1 20193
NorthLanding Financial Partners, LLC 330.62%0.64%0.67%Q3 2022Q1 20233
PREMIER ASSET MANAGEMENT LLC 330.04%0.05%0.07%Q2 2021Q4 20213
CREDIT SUISSE AG/ 330.00%0.00%0.00%Q2 2022Q4 20223
LGT Financial Advisors LLC 210.08%0.17%0.36%Q4 2022Q3 20233
Pathway Financial Advisors LLC 330.02%0.02%0.03%Q4 2017Q2 20183
Executive Wealth Management, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
Stordahl Capital Management, Inc. 330.12%0.13%0.14%Q1 2018Q3 20183
Essex Savings Bank 330.02%0.03%0.04%Q4 2018Q2 20193
Adalta Capital Management LLC 330.28%0.29%0.29%Q2 2019Q4 20193
Carmel Capital Partners, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Timber Hill LLC 210.00%0.00%0.01%Q2 2013Q2 20143
Momentum Advisors, LLC 330.43%0.45%0.48%Q2 2022Q4 20223
Bellwether Investment Group, LLC 210.03%0.06%0.10%Q2 2016Q1 20173
Transform Wealth, LLC 210.04%0.05%0.05%Q4 2019Q3 20203
Redhawk Wealth Advisors, Inc. 330.09%0.10%0.11%Q3 2021Q1 20223
Rollins Financial 330.11%0.12%0.13%Q1 2023Q3 20233
DUBUQUE BANK & TRUST CO 110.00%0.06%0.11%Q2 2013Q1 20192
HILLTOP WEALTH ADVISORS, LLC 220.20%0.20%0.21%Q2 2023Q3 20232
Financial Management Professionals, Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
FNY Investment Advisers, LLC 110.00%0.01%0.01%Q2 2018Q3 20232
Cardan Capital Partners, LLC 220.06%0.06%0.06%Q2 2021Q3 20212
Capital One Investing, Inc. 110.06%0.07%0.07%Q1 2019Q3 20192
Rosenberg Matthew Hamilton 220.00%0.00%0.00%Q4 2022Q1 20232
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.01%0.01%0.01%Q2 2022Q3 20222
Aspire Wealth Management Corp 220.00%0.00%0.00%Q4 2021Q1 20222
TOTH FINANCIAL ADVISORY CORP 220.00%0.00%0.00%Q2 2023Q3 20232
BOURGEON CAPITAL MANAGEMENT LLC 220.01%0.01%0.01%Q2 2023Q3 20232
KMS FINANCIAL SERVICES, INC 220.29%0.30%0.31%Q2 2013Q3 20132
Hanson & Doremus Investment Management 220.03%0.03%0.03%Q4 2014Q1 20152
JB Capital LLC 110.02%0.02%0.02%Q4 2022Q2 20232
Dunhill Financial, LLC 2213.03%13.66%14.29%Q2 2023Q3 20232
GeoWealth Management, LLC 110.16%0.24%0.32%Q4 2021Q2 20232
Burt Wealth Advisors 220.04%0.04%0.04%Q3 2020Q4 20202
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q2 2019Q1 20212
Fortis Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
FURE FINANCIAL CORP 220.00%0.00%0.00%Q3 2020Q4 20202
Essential Planning, LLC. 220.12%0.12%0.12%Q2 2023Q3 20232
SIMPLEX TRADING, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Tarbox Family Office, Inc. 220.06%0.06%0.06%Q3 2016Q4 20162
Golden State Equity Partners 220.15%0.15%0.15%Q2 2021Q3 20212
Lion Street Advisors, LLC 110.21%0.33%0.45%Q1 2020Q3 20202
Mission Creek Capital Partners, Inc. 220.18%0.21%0.24%Q2 2023Q3 20232
Dragon Financial & Investment Group, LLC 220.43%0.57%0.71%Q2 2018Q3 20182
ORG Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.00%0.00%0.01%Q2 2013Q3 20132
RETIREMENT CAPITAL STRATEGIES 220.39%0.39%0.39%Q2 2018Q3 20182
MYECFO, LLC 220.14%0.15%0.15%Q2 2023Q3 20232
Simplicity Solutions, LLC 220.05%0.06%0.06%Q3 2019Q4 20192
BIP Wealth, LLC 220.03%0.03%0.04%Q1 2023Q2 20232
Paradigm, Strategies in Wealth Management, LLC 220.05%0.05%0.05%Q1 2021Q2 20212
ICA Group Wealth Management, LLC 110.00%0.01%0.02%Q4 2022Q2 20232
Centurion Wealth Management LLC 220.14%0.14%0.14%Q2 2023Q3 20232
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Castle Rock Wealth Management, LLC 220.09%0.10%0.10%Q4 2020Q1 20212
S.A. Mason LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Marquette Asset Management, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Colonial River Wealth Management, LLC 110.15%0.19%0.23%Q2 2021Q4 20212
New Hampshire Trust 220.00%0.00%0.00%Q4 2022Q1 20232
Princeton Global Asset Management LLC 220.47%0.67%0.86%Q1 2020Q2 20202
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2022Q3 20232
Cherry Tree Wealth Management, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
BEL AIR INVESTMENT ADVISORS LLC 220.07%0.07%0.07%Q2 2013Q3 20132
WCG Wealth Advisors LLC 220.06%0.08%0.10%Q2 2022Q3 20222
Ipswich Investment Management Co., Inc. 110.02%0.02%0.02%Q1 2016Q4 20182
Clarity Financial LLC 110.25%0.29%0.32%Q2 2021Q4 20212
AMERICAN CENTURY COMPANIES INC 220.00%0.00%0.01%Q1 2019Q2 20192
Argent Trust Co 220.02%0.02%0.02%Q2 2023Q3 20232
TWO SIGMA SECURITIES, LLC 110.01%0.15%0.29%Q3 2017Q1 20222
Stonebridge Capital Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
EASTERN BANK 110.17%0.18%0.20%Q1 2019Q1 20202
Miramar Capital, LLC 220.10%0.11%0.12%Q1 2022Q2 20222
QUADRANT CAPITAL GROUP LLC 220.00%0.00%0.00%Q2 2023Q3 20232
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q2 2023Q3 20232
Sandy Cove Advisors, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Waverton Investment Management Ltd 220.23%0.23%0.24%Q4 2015Q1 20162
NVWM, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Birch Hill Investment Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
BANQUE PICTET & CIE SA 110.01%0.01%0.01%Q4 2015Q4 20151
FDx Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q3 2013Q3 20131
M Holdings Securities, Inc. 110.01%0.01%0.01%Q3 2014Q3 20141
Claybrook Capital, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
First Heartland Consultants, Inc. 110.00%0.00%0.00%Q2 2013Q2 20131
CAPITAL ONE, NATIONAL ASSOCIATION 110.04%0.04%0.04%Q4 2019Q4 20191
Montecito Bank & Trust 110.03%0.03%0.03%Q4 2016Q4 20161
True Link Financial Advisors, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Opes Wealth Management LLC 110.18%0.18%0.18%Q2 2023Q2 20231
BEACON FINANCIAL GROUP 110.04%0.04%0.04%Q3 2022Q3 20221
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
Tennessee Valley Asset Management Partners 110.08%0.08%0.08%Q3 2023Q3 20231
Hefren-Tillotson, Inc. 110.08%0.08%0.08%Q4 2015Q4 20151
Marcum Wealth, LLC 110.15%0.15%0.15%Q2 2020Q2 20201
Vista Private Wealth Partners. LLC 110.05%0.05%0.05%Q3 2019Q3 20191
FLYNN ZITO CAPITAL MANAGEMENT, LLC 110.13%0.13%0.13%Q2 2022Q2 20221
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
RATIONAL ADVISORS LLC 110.53%0.53%0.53%Q3 2018Q3 20181
M&T BANK CORP 110.00%0.00%0.00%Q4 2021Q4 20211
Burleson & Company, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Salomon & Ludwin, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
HOWARD WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
FormulaFolio Investments, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q2 2018Q2 20181
SEAVIEW INVESTMENT MANAGERS LLC 110.82%0.82%0.82%Q4 2021Q4 20211
MGO ONE SEVEN LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Asset Planning Services, Ltd. 110.01%0.01%0.01%Q3 2019Q3 20191
Phocas Financial Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Tuttle Capital Management, LLC 110.42%0.42%0.42%Q3 2018Q3 20181
Creative Capital Management Investments LLC 110.10%0.10%0.10%Q3 2023Q3 20231
ROGCO, LP 110.40%0.40%0.40%Q3 2023Q3 20231
TimeScale Financial, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
Summit X, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
RESOLUTE FINANCIAL, LLC 110.25%0.25%0.25%Q1 2022Q1 20221
Y-Intercept (Hong Kong) Ltd 110.02%0.02%0.02%Q3 2022Q3 20221
Arjuna Capital 110.21%0.21%0.21%Q2 2019Q2 20191
Lehman & Derafelo Financial Resources LLC 110.00%0.00%0.00%Q2 2022Q2 20221
SHEETS SMITH WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2023Q3 20231
NorthCrest Asset Manangement, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q2 2019Q2 20191
Stockman Wealth Management, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Carolina Wealth Advisors, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
Coppell Advisory Solutions Corp. 110.02%0.02%0.02%Q4 2022Q4 20221
MISSION WEALTH MANAGEMENT, LP 110.01%0.01%0.01%Q3 2022Q3 20221
BAROMETER CAPITAL MANAGEMENT INC. 110.16%0.16%0.16%Q3 2021Q3 20211
Halpern Financial, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
First International Bank & Trust 110.09%0.09%0.09%Q1 2022Q1 20221
EQUITY INVESTMENT CORP 110.01%0.01%0.01%Q3 2018Q3 20181
FinTrust Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Anfield Capital Management, LLC 110.29%0.29%0.29%Q4 2019Q4 20191
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
FIRETHORN WEALTH PARTNERS, LLC 110.27%0.27%0.27%Q4 2020Q4 20201
RIDGECREST WEALTH PARTNERS, LLC 110.11%0.11%0.11%Q4 2021Q4 20211
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
MILLER HOWARD INVESTMENTS INC /NY 110.05%0.05%0.05%Q4 2018Q4 20181
GEODE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Atria Investments, Inc 110.04%0.04%0.04%Q4 2021Q4 20211
GREAT LAKES ADVISORS, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Oder Investment Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q2 2020Q2 20201
F3Logic, LLC 111.55%1.55%1.55%Q3 2020Q3 20201
Faithward Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Forefront Analytics, LLC 114.29%4.29%4.29%Q3 2018Q3 20181
Gateway Wealth Partners, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
MCF Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Premia Global Advisors, LLC 110.03%0.03%0.03%Q1 2019Q1 20191
TWO SIGMA INVESTMENTS, LP 110.01%0.01%0.01%Q3 2023Q3 20231
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
KNIGHT CAPITAL GROUP LLC 110.03%0.03%0.03%Q2 2013Q2 20131
GSA CAPITAL PARTNERS LLP 110.03%0.03%0.03%Q2 2023Q2 20231
ACG Wealth 110.02%0.02%0.02%Q2 2022Q2 20221
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
IMPACTfolio, LLC 110.30%0.30%0.30%Q3 2022Q3 20221
Tri-Star Advisors Inc. 110.37%0.37%0.37%Q2 2020Q2 20201
Independent Advisor Alliance 110.07%0.07%0.07%Q4 2019Q4 20191
Diversified Trust Co 110.01%0.01%0.01%Q4 2023Q4 20231
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MBE Wealth Management, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
New Harbor Financial Group, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
Filbrandt Wealth Management, LLC 110.07%0.07%0.07%Q2 2020Q2 20201
EVOKE WEALTH, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Granite Investment Partners, LLC 110.02%0.02%0.02%Q4 2014Q4 20141
Northside Capital Management, LLC 110.27%0.27%0.27%Q2 2020Q2 20201
Envestnet Portfolio Solutions, Inc. 110.25%0.25%0.25%Q3 2023Q3 20231
BECK MACK & OLIVER LLC 110.06%0.06%0.06%Q3 2021Q3 20211
B, B, H, & B INC. 110.10%0.10%0.10%Q4 2020Q4 20201
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
NorthRock Partners, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Keel Point, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.02%0.02%0.02%Q3 2023Q3 20231
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Meridian Wealth Management, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Fifth Third Wealth Advisors LLC 110.10%0.10%0.10%Q4 2023Q4 20231
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2017Q1 20171
MATHER GROUP, LLC. 110.01%0.01%0.01%Q2 2023Q2 20231
3D ASSET MANAGEMENT, INC 110.06%0.06%0.06%Q4 2018Q4 20181
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
SILVER OAK SECURITIES, INCORPORATED 110.26%0.26%0.26%Q1 2022Q1 20221
Kingsview Wealth Management, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Fulcrum Equity Management 111.07%1.07%1.07%Q4 2021Q4 20211
Ethic Inc. 110.15%0.15%0.15%Q2 2020Q2 20201
NWAM LLC 110.03%0.03%0.03%Q1 2021Q1 20211
External links

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