ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MCF Advisors LLC 4070.00%0.03%0.16%Q4 2011Q3 202347
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
Courage Miller Partners, LLC 42420.29%0.79%2.16%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.01%0.04%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
SMITH CHAS P & ASSOCIATES PA CPAS 42420.03%0.31%2.17%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
ADELL HARRIMAN & CARPENTER INC 3650.04%0.07%0.13%Q2 2013Q3 202341
PNC FINANCIAL SERVICES GROUP, INC. 3360.00%0.00%0.00%Q2 2013Q1 202339
BRR OpCo, LLC 38380.05%0.09%0.13%Q2 2013Q3 202238
Lowe Wealth Advisors, LLC 37370.00%0.00%0.01%Q4 2014Q4 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
REILLY FINANCIAL ADVISORS, LLC 35350.00%0.00%0.00%Q2 2013Q4 202135
FIFTH THIRD BANCORP 35350.00%0.00%0.00%Q1 2015Q3 202335
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1020.00%0.00%0.00%Q2 2013Q3 202335
ENVESTNET ASSET MANAGEMENT INC 2150.00%0.00%0.00%Q2 2013Q3 202333
ASSETMARK, INC 32320.00%0.00%0.00%Q4 2015Q3 202332
Raymond James Financial Services Advisors, Inc. 1410.00%0.02%0.10%Q2 2013Q3 202332
M Holdings Securities, Inc. 2240.18%0.47%1.09%Q4 2013Q2 202332
CIBC WORLD MARKET INC. 1820.00%0.00%0.00%Q1 2015Q3 202330
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.02%Q4 2014Q3 202329
LEVEL FOUR ADVISORY SERVICES, LLC 28280.08%0.19%0.30%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.01%Q2 2013Q4 201927
Parallel Advisors, LLC 26260.00%0.01%0.01%Q4 2016Q1 202326
IFP Advisors, Inc 1780.00%0.01%0.04%Q1 2017Q3 202325
Madden Advisory Services, Inc. 24240.29%0.45%0.62%Q1 2014Q4 201924
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
CWM, LLC 1680.00%0.02%0.05%Q3 2017Q3 202324
Citadel Advisors 1410.00%0.00%0.01%Q1 2015Q1 202324
MML INVESTORS SERVICES, LLC 23230.00%0.01%0.04%Q1 2018Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
Global Retirement Partners, LLC 1570.00%0.09%0.24%Q1 2018Q3 202322
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
NORTHERN TRUST CORP 1920.00%0.00%0.00%Q2 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
RAYMOND JAMES & ASSOCIATES 1470.00%0.00%0.02%Q2 2018Q3 202321
AVANTAX ADVISORY SERVICES, INC. 20200.07%0.16%0.26%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.01%0.01%0.02%Q4 2018Q3 202320
HUNTINGTON NATIONAL BANK 1820.00%0.00%0.00%Q3 2018Q3 202320
GOLDMAN SACHS GROUP INC 1460.00%0.00%0.00%Q3 2017Q3 202320
Cetera Advisor Networks LLC 1410.00%0.01%0.02%Q3 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
JANE STREET GROUP, LLC 510.00%0.00%0.02%Q1 2014Q2 202319
Cambridge Investment Research Advisors, Inc. 1410.00%0.01%0.02%Q4 2013Q3 202319
Creative Planning 19190.00%0.00%0.00%Q1 2019Q3 202319
NATIONAL PLANNING CORP 18180.04%0.08%0.18%Q2 2013Q3 201718
American Portfolios Advisors 18180.00%0.01%0.02%Q2 2018Q3 202218
Matrix Trust Co 18181.06%1.49%1.90%Q2 2019Q3 202318
Geneos Wealth Management Inc. 1250.00%0.00%0.00%Q1 2019Q3 202317
WFG Advisors, LP 17170.01%0.01%0.01%Q2 2013Q2 201717
Towerpoint Wealth, LLC 1510.12%0.22%0.30%Q4 2018Q2 202316
Private Advisor Group, LLC 610.00%0.02%0.14%Q3 2014Q3 202316
Gleason Group, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
STIFEL FINANCIAL CORP 1210.00%0.00%0.01%Q1 2014Q3 202316
Arkadios Wealth Advisors 16160.01%0.05%0.10%Q4 2019Q3 202316
Certified Advisory Corp 1110.01%0.22%0.55%Q4 2017Q3 202316
Private Wealth Strategies, L.L.C. 16160.13%0.17%0.23%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.01%0.04%Q1 2020Q3 202315
Equitable Holdings, Inc. 15150.01%0.01%0.01%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.01%0.02%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.01%0.02%Q2 2016Q4 201915
Archer Investment Corp 960.01%0.01%0.01%Q4 2019Q3 202315
Investors Research Corp 15150.00%0.00%0.00%Q1 2020Q3 202315
Ellis Investment Partners, LLC 14140.04%0.05%0.07%Q2 2019Q3 202214
Windsor Wealth Management, Inc. 14140.09%0.12%0.16%Q2 2020Q3 202314
FLAGSHIP HARBOR ADVISORS, LLC 1020.00%0.03%0.15%Q2 2018Q3 202314
NEXT Financial Group, Inc 630.00%0.00%0.00%Q3 2014Q4 202114
TAP Consulting, LLC 1310.06%0.47%0.86%Q1 2019Q3 202214
US BANCORP \DE\ 13130.00%0.00%0.00%Q3 2020Q3 202313
Aptus Capital Advisors, LLC 13130.00%0.00%0.02%Q3 2020Q3 202313
DAVENPORT & Co LLC 850.00%0.00%0.02%Q2 2020Q3 202313
F3Logic, LLC 810.08%0.82%2.60%Q1 2018Q4 202212
West Oak Capital, LLC 12120.05%0.06%0.08%Q4 2020Q3 202312
Prospera Financial Services Inc 750.01%0.02%0.03%Q3 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
BENJAMIN F. EDWARDS & COMPANY, INC. 1110.00%0.00%0.01%Q4 2018Q3 202312
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.00%0.00%Q4 2016Q3 201912
BARCLAYS PLC 1020.00%0.00%0.00%Q2 2013Q2 202112
Ausdal Financial Partners, Inc. 12120.14%0.18%0.22%Q4 2015Q3 201812
SEARCY FINANCIAL SERVICES INC /ADV 12127.27%10.08%11.38%Q1 2019Q4 202112
Rodgers & Associates, LTD 12120.10%0.14%0.19%Q4 2020Q3 202312
Steward Partners Investment Advisory, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
McClarren Financial Advisors, Inc. 650.01%0.02%0.02%Q4 2020Q3 202311
Crescent Grove Advisors, LLC 11110.05%0.11%0.16%Q1 2021Q3 202311
Asset Dedication, LLC 520.00%0.00%0.01%Q3 2020Q3 202311
Concord Wealth Partners 740.00%0.01%0.02%Q4 2020Q3 202311
BEAM WEALTH ADVISORS, INC. 1010.22%0.64%0.83%Q1 2020Q3 202311
HighTower Advisors, LLC 710.00%0.00%0.01%Q2 2015Q3 202311
Western Wealth Management, LLC 520.02%0.05%0.10%Q4 2018Q3 202211
Evanson Asset Management, LLC 810.03%0.04%0.05%Q3 2018Q1 202211
CREATIVE FINANCIAL DESIGNS INC /ADV 11110.37%0.49%0.53%Q1 2021Q3 202311
TSFG, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Sowell Financial Services LLC 10100.00%0.03%0.14%Q3 2019Q4 202110
IEQ CAPITAL, LLC 10100.02%0.03%0.05%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.05%Q1 2021Q3 202310
Qube Research & Technologies Ltd 550.00%0.00%0.00%Q1 2021Q3 202310
SRS Capital Advisors, Inc. 820.00%0.01%0.02%Q4 2016Q3 202110
Lee Financial Co 990.00%0.00%0.00%Q2 2021Q2 20239
JOYN Advisors, Inc. 540.00%0.02%0.02%Q2 2013Q4 20189
First Allied Advisory Services, Inc. 610.00%0.01%0.02%Q3 2015Q3 20199
AdvisorNet Financial, Inc 990.01%0.01%0.02%Q3 2021Q3 20239
McKinley Carter Wealth Services, Inc. 720.02%0.03%0.06%Q4 2020Q2 20239
Virtu Financial LLC 410.01%0.04%0.09%Q2 2014Q3 20179
Virtu KCG Holdings LLC 510.00%0.01%0.04%Q3 2013Q4 20169
Integrity Financial Corp /WA 880.04%0.52%1.03%Q4 2021Q3 20238
Black Diamond Financial, LLC 880.18%0.67%0.98%Q4 2021Q3 20238
Klingman & Associates, LLC 880.03%0.03%0.05%Q4 2014Q3 20168
Rockefeller Capital Management L.P. 880.00%0.00%0.00%Q1 2021Q4 20228
Koshinski Asset Management, Inc. 410.00%0.12%0.26%Q1 2016Q1 20228
GUARDIAN WEALTH ADVISORS, LLC / NC 880.00%0.00%0.01%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.19%0.36%0.56%Q4 2021Q3 20238
FLAGSTAR ADVISORS INC 530.07%0.09%0.12%Q3 2021Q3 20238
LexAurum Advisors, LLC 880.07%0.11%0.16%Q4 2021Q3 20238
TOMPKINS FINANCIAL CORP 880.01%0.01%0.01%Q1 2022Q4 20238
SHELTON WEALTH MANAGEMENT, LLC 881.37%1.84%2.30%Q4 2021Q3 20238
Opes Wealth Management LLC 770.94%1.06%1.20%Q1 2022Q3 20237
StoneX Group Inc. 610.04%0.07%0.10%Q4 2019Q3 20217
Tower Research Capital LLC (TRC) 310.00%0.01%0.03%Q1 2016Q3 20227
Kestra Advisory Services, LLC 770.00%0.03%0.06%Q3 2020Q1 20227
Visionary Wealth Advisors 610.08%0.11%0.24%Q4 2020Q3 20237
Allianz Asset Management GmbH 770.00%0.01%0.01%Q4 2018Q2 20207
NewEdge Advisors, LLC 430.00%0.01%0.02%Q4 2020Q3 20237
Commonwealth Equity Services, Inc 330.00%0.00%0.00%Q3 2015Q3 20176
BOK Financial Private Wealth, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
FLOW TRADERS U.S. LLC 310.01%0.04%0.08%Q1 2021Q3 20236
Investors Capital Advisory Services 330.05%0.08%0.10%Q3 2013Q1 20166
MAI Capital Management 660.00%0.00%0.01%Q4 2020Q1 20226
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
CreativeOne Wealth, LLC 510.02%0.02%0.03%Q4 2020Q3 20236
JPMORGAN CHASE & CO 420.00%0.00%0.00%Q1 2019Q3 20236
Chicago Partners Investment Group LLC 660.00%0.01%0.01%Q2 2017Q3 20186
MEEDER ASSET MANAGEMENT INC 660.00%0.00%0.00%Q1 2014Q2 20156
DB Wealth Management Group, LLC 660.02%0.04%0.06%Q4 2020Q1 20226
Mariner, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Brookstone Capital Management 550.00%0.04%0.08%Q4 2020Q4 20215
Provident Wealth Management, LLC 550.00%1.44%3.62%Q4 2019Q4 20205
Spire Wealth Management 550.00%0.00%0.00%Q1 2021Q1 20225
DUNCKER STREETT & CO INC 550.00%0.01%0.02%Q2 2013Q2 20145
OPTIMUM INVESTMENT ADVISORS 550.02%0.02%0.03%Q4 2020Q4 20215
Cetera Advisors LLC 550.01%0.01%0.03%Q1 2021Q1 20225
BANK OF MONTREAL /CAN/ 210.00%0.00%0.00%Q2 2013Q2 20225
MANUFACTURERS LIFE INSURANCE COMPANY, THE 550.00%0.00%0.00%Q4 2013Q4 20145
Ameritas Advisory Services, LLC 410.00%0.02%0.04%Q4 2021Q1 20235
BOKF, NA 410.01%0.01%0.01%Q1 2021Q2 20225
PRIVATE TRUST CO NA 550.01%0.02%0.02%Q3 2022Q3 20235
Avior Wealth Management, LLC 410.00%0.08%0.12%Q4 2021Q3 20235
Gryphon Financial Partners LLC 310.00%0.01%0.01%Q4 2017Q2 20224
Advisory Services Network, LLC 210.00%0.01%0.01%Q4 2020Q1 20234
B. Riley Wealth Advisors, Inc. 110.02%0.02%0.02%Q2 2019Q4 20204
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 440.01%0.01%0.01%Q2 2017Q1 20184
Phoenix Wealth Advisors 440.15%0.20%0.22%Q4 2022Q3 20234
Surevest, LLC 440.01%0.05%0.07%Q4 2021Q3 20224
Asset Allocation Strategies LLC 440.56%0.65%0.87%Q4 2022Q3 20234
Full Sail Capital, LLC 440.09%0.11%0.13%Q1 2019Q4 20194
Almanack Investment Partners, LLC. 220.07%0.11%0.16%Q1 2017Q2 20184
Breakwater Capital Group 440.15%0.30%0.46%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Csenge Advisory Group 440.05%0.06%0.07%Q1 2021Q4 20214
LINCOLN NATIONAL CORP 440.01%0.01%0.01%Q2 2021Q1 20224
VAUGHAN & Co SECURITIES, INC. 440.73%0.75%0.77%Q4 2022Q3 20234
Ameritas Investment Company, LLC 330.02%0.03%0.03%Q1 2021Q3 20213
CAPTRUST FINANCIAL ADVISORS 330.00%0.00%0.00%Q4 2021Q2 20223
SEI INVESTMENTS CO 330.00%0.00%0.00%Q4 2017Q2 20183
SILVER OAK SECURITIES, INCORPORATED 210.08%0.09%0.10%Q3 2022Q3 20233
Charter Oak Capital Management, LLC 330.00%0.00%0.01%Q4 2021Q2 20223
Belpointe Asset Management LLC 210.00%0.01%0.03%Q2 2020Q1 20233
IMA Wealth, Inc. 330.00%0.01%0.01%Q1 2021Q3 20213
COMERICA SECURITIES,INC. 330.01%0.02%0.03%Q2 2019Q4 20193
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q4 2017Q1 20193
Atria Wealth Solutions, Inc. 210.00%0.02%0.03%Q1 2022Q3 20233
GPS Wealth Strategies Group, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Resource Management, LLC 330.07%0.08%0.08%Q3 2020Q1 20213
High Falls Advisors, Inc 330.00%0.00%0.00%Q4 2015Q2 20163
WealthShield Partners, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Leelyn Smith, LLC 330.03%0.04%0.04%Q3 2020Q1 20213
Gallagher Fiduciary Advisors, LLC 331.06%1.07%1.08%Q1 2023Q3 20233
Moisand Fitzgerald Tamayo, LLC 330.00%0.01%0.01%Q2 2021Q4 20213
Activest Wealth Management 330.06%0.06%0.07%Q4 2021Q2 20223
Cape Investment Advisory, Inc. 330.08%0.08%0.08%Q1 2023Q3 20233
COMERICA SECURITIES INC 330.04%0.05%0.06%Q2 2017Q4 20173
CENTAURUS FINANCIAL, INC. 210.02%0.03%0.04%Q1 2019Q1 20213
Madison Wealth Partners, Inc 330.13%0.14%0.14%Q1 2023Q3 20233
PALLADIUM PARTNERS LLC 210.00%0.00%0.00%Q2 2013Q1 20143
Financial Advocates Investment Management 210.04%0.19%0.27%Q4 2017Q1 20213
Timber Hill LLC 210.00%0.00%0.00%Q2 2013Q3 20143
Key FInancial Inc 330.07%0.07%0.07%Q1 2023Q3 20233
J.P. Morgan Private Wealth Advisors LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Insight Advisors, LLC/ PA 330.07%0.12%0.16%Q4 2020Q2 20213
American Trust 330.02%0.02%0.02%Q4 2022Q2 20233
Camarda Financial Advisors, LLC 220.00%0.15%0.29%Q2 2013Q3 20132
Vantage Investment Advisors, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
MONEY CONCEPTS CAPITAL CORP 110.00%0.01%0.01%Q1 2022Q4 20222
Noven Financial Group, Inc. 222.61%2.65%2.68%Q4 2013Q1 20142
Manchester Capital Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Gladstone Institutional Advisory LLC 220.18%0.18%0.19%Q4 2020Q1 20212
Atria Investments, Inc 220.04%0.04%0.04%Q3 2020Q4 20202
Pensionmark Financial Group, LLC 220.05%0.06%0.06%Q4 2020Q1 20212
Mendota Financial Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Armbruster Capital Management, Inc. 220.21%0.34%0.46%Q4 2021Q1 20222
Aris Wealth Services, Inc. 220.01%0.01%0.02%Q2 2015Q3 20152
D.A. DAVIDSON & CO. 220.03%0.04%0.04%Q4 2020Q1 20212
OLD MISSION CAPITAL LLC 220.03%0.05%0.07%Q1 2022Q2 20222
Signator Financial Services, Inc. 220.07%0.07%0.07%Q2 2013Q3 20132
High Net Worth Advisory Group LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Connecticut Wealth Management, LLC 110.02%0.02%0.02%Q2 2019Q2 20212
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Exchange Capital Management, Inc. 220.02%0.02%0.02%Q2 2017Q3 20172
Swaine & Leidel Wealth Services, LLC 111.26%1.38%1.50%Q1 2021Q1 20222
Corbenic Partners LLC 220.01%0.01%0.01%Q1 2014Q2 20142
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 220.03%0.04%0.06%Q2 2018Q3 20182
Second Half Financial Partners, LLC 221.50%1.50%1.50%Q1 2022Q2 20222
Virtue Capital Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Intelligence Driven Advisers, LLC 220.24%0.24%0.25%Q4 2018Q1 20192
Kovack Advisors, Inc. 220.07%0.08%0.08%Q4 2020Q1 20212
Voya Financial Advisors, Inc. 220.04%0.04%0.04%Q4 2020Q1 20212
Valmark Advisers, Inc. 110.03%0.04%0.04%Q3 2020Q1 20212
SCHMIDT P J INVESTMENT MANAGEMENT INC 220.05%0.05%0.05%Q2 2021Q3 20212
PIERSHALE FINANCIAL GROUP, INC. 220.02%0.02%0.02%Q2 2016Q3 20162
Private Ocean, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
CALTON & ASSOCIATES, INC. 220.23%0.33%0.42%Q4 2020Q1 20212
WealthBridge Capital Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Sigma Planning Corp 220.22%0.24%0.25%Q4 2020Q1 20212
AdvisorShares Investments LLC 229.68%12.86%16.04%Q4 2020Q1 20212
Baird Financial Group, Inc. 220.00%0.02%0.04%Q4 2020Q1 20212
MTM Investment Management, LLC 220.34%0.43%0.52%Q4 2020Q1 20212
Claraphi Advisory Network, LLC 220.13%0.13%0.13%Q3 2020Q4 20202
Regal Investment Advisors LLC 220.01%0.02%0.02%Q2 2013Q3 20132
RAYMOND JAMES TRUST N.A. 110.01%0.01%0.01%Q2 2023Q2 20231
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
FormulaFolio Investments, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
WEDBUSH SECURITIES INC 110.04%0.04%0.04%Q4 2015Q4 20151
Oak Asset Management, LLC 110.34%0.34%0.34%Q2 2022Q2 20221
BREITER CAPITAL MANAGEMENT INC 110.35%0.35%0.35%Q2 2021Q2 20211
New England Private Wealth Advisors LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Ipsen Advisor Group LLC 113.56%3.56%3.56%Q4 2022Q4 20221
Riverpoint Wealth Management Holdings, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Tempus Wealth Planning, LLC 110.57%0.57%0.57%Q2 2023Q2 20231
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Summit Asset Management, LLC 110.10%0.10%0.10%Q3 2018Q3 20181
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
TFB Advisors LLC 110.14%0.14%0.14%Q2 2023Q2 20231
Gradient Investments LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Oxler Private Wealth LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Financial Insights, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Rooted Wealth Advisors, Inc. 111.58%1.58%1.58%Q2 2023Q2 20231
Wolff Financial Management LLC 110.13%0.13%0.13%Q3 2022Q3 20221
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q2 2021Q2 20211
Glassy Mountain Advisors, Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
Biltmore Capital Advisors LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.03%0.03%0.03%Q2 2018Q2 20181
Portfolio Strategies, Inc. 110.12%0.12%0.12%Q1 2021Q1 20211
Merit Financial Group, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Jacobi Capital Management LLC 110.00%0.00%0.00%Q2 2016Q2 20161
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTHFRONT Corp 110.00%0.00%0.00%Q1 2015Q1 20151
Rehmann Capital Advisory Group 110.01%0.01%0.01%Q1 2018Q1 20181
Integrated Investment Consultants, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Partnervest Advisory Services LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
RiverTree Advisors, LLC 112.44%2.44%2.44%Q1 2021Q1 20211
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
G&S Capital LLC 110.51%0.51%0.51%Q4 2020Q4 20201
LifePlan Financial Group, Inc 110.02%0.02%0.02%Q3 2020Q3 20201
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q1 2015Q1 20151
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Meridian Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
TOEWS CORP /ADV 110.39%0.39%0.39%Q4 2010Q4 20101
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
NWAM LLC 110.25%0.25%0.25%Q4 2020Q4 20201
Dorsey Wright & Associates 1110.18%10.18%10.18%Q4 2020Q4 20201
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.22%0.22%0.22%Q1 2017Q1 20171
Monterey Private Wealth, Inc. 110.51%0.51%0.51%Q4 2021Q4 20211
Trinity Wealth Management, LLC 110.41%0.41%0.41%Q1 2021Q1 20211
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q3 2023Q3 20231
VICUS CAPITAL 110.18%0.18%0.18%Q1 2021Q1 20211
NORTHWEST INVESTMENT COUNSELORS, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Fulcrum Equity Management 111.04%1.04%1.04%Q1 2021Q1 20211
Tyler-Stone Wealth Management 110.01%0.01%0.01%Q3 2023Q3 20231
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
AE Wealth Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Richwood Investment Advisors, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Gallagher Benefit Services, Inc. 112.60%2.60%2.60%Q4 2022Q4 20221
External links

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