ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MCF Advisors LLC 40100.00%0.03%0.16%Q4 2011Q2 202450
LPL Financial LLC 45450.01%0.01%0.04%Q2 2013Q2 202445
ROYAL BANK OF CANADA 45450.00%0.00%0.01%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.00%0.01%Q2 2013Q2 202445
CITIGROUP INC 45450.00%0.00%0.00%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.00%0.01%Q2 2013Q2 202445
Courage Miller Partners, LLC 45450.25%0.75%2.16%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.00%0.01%Q2 2013Q2 202445
SMITH CHAS P & ASSOCIATES PA CPAS 45450.03%0.30%2.17%Q2 2013Q2 202445
AMERIPRISE FINANCIAL INC 45450.00%0.00%0.01%Q2 2013Q2 202445
ADELL HARRIMAN & CARPENTER INC 3680.03%0.07%0.13%Q2 2013Q2 202444
PNC FINANCIAL SERVICES GROUP, INC. 3310.00%0.00%0.00%Q2 2013Q2 202440
Lowe Wealth Advisors, LLC 39390.00%0.00%0.01%Q4 2014Q2 202439
UBS Group AG 39390.00%0.00%0.00%Q4 2014Q2 202439
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1020.00%0.00%0.00%Q2 2013Q2 202438
BRR OpCo, LLC 38380.05%0.09%0.13%Q2 2013Q3 202238
ENVESTNET ASSET MANAGEMENT INC 2450.00%0.00%0.00%Q2 2013Q2 202436
Raymond James Financial Services Advisors, Inc. 1710.00%0.02%0.10%Q2 2013Q2 202435
ASSETMARK, INC 35350.00%0.00%0.00%Q4 2015Q2 202435
REILLY FINANCIAL ADVISORS, LLC 35350.00%0.00%0.00%Q2 2013Q4 202135
M Holdings Securities, Inc. 2240.12%0.44%1.09%Q4 2013Q1 202435
FIFTH THIRD BANCORP 35350.00%0.00%0.00%Q1 2015Q3 202335
CIBC WORLD MARKET INC. 1820.00%0.00%0.00%Q1 2015Q2 202433
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3110.00%0.01%0.02%Q4 2014Q2 202432
LEVEL FOUR ADVISORY SERVICES, LLC 31310.08%0.18%0.30%Q4 2016Q2 202431
IFP Advisors, Inc 2080.00%0.01%0.04%Q1 2017Q2 202428
CWM, LLC 16110.00%0.02%0.05%Q3 2017Q2 202427
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.01%Q2 2013Q4 201927
Citadel Advisors 1410.00%0.00%0.01%Q1 2015Q2 202427
COMMONWEALTH EQUITY SERVICES, LLC 27270.00%0.00%0.01%Q4 2017Q2 202427
BLAIR WILLIAM & CO/IL 26260.00%0.00%0.00%Q1 2018Q2 202426
MML INVESTORS SERVICES, LLC 26260.00%0.01%0.04%Q1 2018Q2 202426
Parallel Advisors, LLC 26260.00%0.01%0.01%Q4 2016Q1 202326
Global Retirement Partners, LLC 15100.00%0.08%0.24%Q1 2018Q2 202425
Madden Advisory Services, Inc. 24240.29%0.45%0.62%Q1 2014Q4 201924
FMR LLC 24240.00%0.00%0.00%Q3 2018Q2 202424
RAYMOND JAMES & ASSOCIATES 1770.00%0.00%0.02%Q2 2018Q2 202424
NORTHERN TRUST CORP 2220.00%0.00%0.00%Q2 2018Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.00%Q3 2018Q2 202424
GOLDMAN SACHS GROUP INC 1490.00%0.00%0.00%Q3 2017Q2 202423
AVANTAX ADVISORY SERVICES, INC. 23230.07%0.15%0.26%Q4 2018Q2 202423
HUNTINGTON NATIONAL BANK 2120.00%0.00%0.00%Q3 2018Q2 202423
Laurel Wealth Advisors LLC 23230.01%0.01%0.02%Q4 2018Q2 202423
Cambridge Investment Research Advisors, Inc. 1710.00%0.01%0.02%Q4 2013Q2 202422
Creative Planning 22220.00%0.00%0.00%Q1 2019Q2 202422
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
Matrix Trust Co 21211.06%1.49%1.90%Q2 2019Q2 202421
Geneos Wealth Management Inc. 1550.00%0.00%0.00%Q1 2019Q2 202420
JANE STREET GROUP, LLC 510.00%0.00%0.02%Q1 2014Q1 202420
Cetera Advisor Networks LLC 1510.00%0.01%0.02%Q3 2018Q4 202320
Gleason Group, Inc. 19190.00%0.00%0.00%Q4 2019Q2 202419
Private Advisor Group, LLC 610.00%0.02%0.14%Q3 2014Q2 202419
Certified Advisory Corp 1410.01%0.25%0.55%Q4 2017Q2 202419
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
STIFEL FINANCIAL CORP 1510.00%0.00%0.01%Q1 2014Q2 202419
Towerpoint Wealth, LLC 1510.10%0.21%0.30%Q4 2018Q2 202419
Private Wealth Strategies, L.L.C. 19190.12%0.16%0.23%Q4 2019Q2 202419
Archer Investment Corp 1260.01%0.01%0.02%Q4 2019Q2 202418
NATIONAL PLANNING CORP 18180.04%0.08%0.18%Q2 2013Q3 201718
Equitable Holdings, Inc. 18180.00%0.01%0.01%Q1 2020Q2 202418
OSAIC HOLDINGS, INC. 18180.00%0.01%0.04%Q1 2020Q2 202418
American Portfolios Advisors 18180.00%0.01%0.02%Q2 2018Q3 202218
Investors Research Corp 18180.00%0.00%0.00%Q1 2020Q2 202418
WFG Advisors, LP 17170.01%0.01%0.01%Q2 2013Q2 201717
Arkadios Wealth Advisors 17170.01%0.04%0.10%Q4 2019Q4 202317
Ellis Investment Partners, LLC 1420.04%0.05%0.07%Q2 2019Q2 202416
DAVENPORT & Co LLC 880.00%0.00%0.02%Q2 2020Q2 202416
FLAGSHIP HARBOR ADVISORS, LLC 1020.00%0.03%0.15%Q2 2018Q1 202416
TD PRIVATE CLIENT WEALTH LLC 16160.01%0.06%0.19%Q3 2020Q2 202416
Rodgers & Associates, LTD 15150.10%0.15%0.20%Q4 2020Q2 202415
Aptus Capital Advisors, LLC 15150.00%0.00%0.02%Q3 2020Q1 202415
US BANCORP \DE\ 15150.00%0.00%0.00%Q3 2020Q1 202415
West Oak Capital, LLC 15150.05%0.06%0.08%Q4 2020Q2 202415
MSI Financial Services Inc 15150.00%0.01%0.02%Q2 2013Q4 201615
Steward Partners Investment Advisory, LLC 15150.00%0.00%0.00%Q4 2020Q2 202415
BENJAMIN F. EDWARDS & COMPANY, INC. 1410.00%0.00%0.01%Q4 2018Q2 202415
Advisor Group, Inc. 15150.00%0.01%0.02%Q2 2016Q4 201915
Crescent Grove Advisors, LLC 14140.05%0.10%0.16%Q1 2021Q2 202414
TAP Consulting, LLC 1310.06%0.47%0.86%Q1 2019Q3 202214
HighTower Advisors, LLC 1010.00%0.00%0.01%Q2 2015Q2 202414
Windsor Wealth Management, Inc. 14140.09%0.12%0.16%Q2 2020Q3 202314
BEAM WEALTH ADVISORS, INC. 1040.22%0.64%0.83%Q1 2020Q2 202414
TSFG, LLC 14140.00%0.00%0.00%Q1 2021Q2 202414
NEXT Financial Group, Inc 630.00%0.00%0.00%Q3 2014Q4 202114
Prospera Financial Services Inc 770.01%0.02%0.03%Q3 2020Q1 202414
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.08%0.43%0.53%Q1 2021Q2 202414
Asset Dedication, LLC 820.00%0.00%0.01%Q3 2020Q2 202414
Qube Research & Technologies Ltd 850.00%0.00%0.00%Q1 2021Q2 202413
HARBOUR INVESTMENTS, INC. 940.00%0.01%0.05%Q1 2021Q2 202413
IEQ CAPITAL, LLC 13130.02%0.03%0.05%Q2 2021Q2 202413
AdvisorNet Financial, Inc 12120.01%0.01%0.02%Q3 2021Q2 202412
Ausdal Financial Partners, Inc. 12120.14%0.18%0.22%Q4 2015Q3 201812
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 12120.00%0.00%0.00%Q4 2016Q3 201912
McClarren Financial Advisors, Inc. 660.01%0.02%0.02%Q4 2020Q4 202312
BARCLAYS PLC 1020.00%0.00%0.00%Q2 2013Q2 202112
Concord Wealth Partners 710.00%0.01%0.02%Q4 2020Q1 202412
F3Logic, LLC 810.08%0.82%2.60%Q1 2018Q4 202212
SEARCY FINANCIAL SERVICES INC /ADV 12127.27%10.08%11.38%Q1 2019Q4 202112
Aspire Wealth Management Corp 11110.15%0.31%0.56%Q4 2021Q2 202411
Evanson Asset Management, LLC 810.03%0.04%0.05%Q3 2018Q1 202211
SHELTON WEALTH MANAGEMENT, LLC 11110.74%1.60%2.30%Q4 2021Q2 202411
FLAGSTAR ADVISORS INC 650.06%0.08%0.12%Q3 2021Q2 202411
Western Wealth Management, LLC 520.02%0.05%0.10%Q4 2018Q3 202211
Black Diamond Financial, LLC 11110.18%0.75%1.01%Q4 2021Q2 202411
Sowell Financial Services LLC 10100.00%0.03%0.14%Q3 2019Q4 202110
LexAurum Advisors, LLC 10100.05%0.10%0.16%Q4 2021Q1 202410
SRS Capital Advisors, Inc. 820.00%0.01%0.02%Q4 2016Q3 202110
Kestra Advisory Services, LLC 730.00%0.02%0.06%Q3 2020Q2 202410
GUARDIAN WEALTH ADVISORS, LLC / NC 10100.00%0.00%0.01%Q4 2021Q1 202410
Visionary Wealth Advisors 910.02%0.09%0.24%Q4 2020Q2 202410
NewEdge Advisors, LLC 730.00%0.01%0.02%Q4 2020Q2 202410
Opes Wealth Management LLC 10100.94%1.07%1.20%Q1 2022Q2 202410
TOMPKINS FINANCIAL CORP 10100.01%0.01%0.01%Q1 2022Q2 202410
Lee Financial Co 990.00%0.00%0.00%Q2 2021Q2 20239
MAI Capital Management 630.00%0.00%0.01%Q4 2020Q2 20249
McKinley Carter Wealth Services, Inc. 720.02%0.03%0.06%Q4 2020Q2 20239
CreativeOne Wealth, LLC 810.02%0.02%0.03%Q4 2020Q2 20249
Mariner, LLC 990.00%0.00%0.01%Q2 2022Q2 20249
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
Virtu KCG Holdings LLC 510.00%0.01%0.04%Q3 2013Q4 20169
Virtu Financial LLC 410.01%0.04%0.09%Q2 2014Q3 20179
JPMORGAN CHASE & CO 540.00%0.00%0.00%Q1 2019Q2 20249
Koshinski Asset Management, Inc. 410.00%0.12%0.26%Q1 2016Q1 20228
Rockefeller Capital Management L.P. 880.00%0.00%0.00%Q1 2021Q4 20228
PRIVATE TRUST CO NA 880.01%0.01%0.02%Q3 2022Q2 20248
Integrity Financial Corp /WA 880.04%0.52%1.03%Q4 2021Q3 20238
Avior Wealth Management, LLC 710.00%0.06%0.12%Q4 2021Q2 20248
Klingman & Associates, LLC 880.03%0.03%0.05%Q4 2014Q3 20168
Tower Research Capital LLC (TRC) 310.00%0.01%0.03%Q1 2016Q3 20227
Phoenix Wealth Advisors 770.15%0.34%0.58%Q4 2022Q2 20247
Corient Private Wealth LLC 770.00%0.00%0.02%Q4 2022Q2 20247
StoneX Group Inc. 610.04%0.07%0.10%Q4 2019Q3 20217
Allianz Asset Management GmbH 770.00%0.01%0.01%Q4 2018Q2 20207
Breakwater Capital Group 770.08%0.21%0.46%Q4 2022Q2 20247
Asset Allocation Strategies LLC 770.56%0.64%0.87%Q4 2022Q2 20247
VAUGHAN & Co SECURITIES, INC. 770.72%0.75%0.77%Q4 2022Q2 20247
Cape Investment Advisory, Inc. 660.07%0.08%0.08%Q1 2023Q2 20246
Gallagher Fiduciary Advisors, LLC 660.51%1.24%3.19%Q1 2023Q2 20246
MEEDER ASSET MANAGEMENT INC 660.00%0.00%0.00%Q1 2014Q2 20156
Key FInancial Inc 660.06%0.08%0.14%Q1 2023Q2 20246
BOK Financial Private Wealth, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Cetera Advisors LLC 510.00%0.01%0.03%Q1 2021Q4 20236
Chicago Partners Investment Group LLC 660.00%0.01%0.01%Q2 2017Q3 20186
DB Wealth Management Group, LLC 660.02%0.04%0.06%Q4 2020Q1 20226
Commonwealth Equity Services, Inc 330.00%0.00%0.00%Q3 2015Q3 20176
BANK OF MONTREAL /CAN/ 210.00%0.00%0.00%Q2 2013Q1 20246
Investors Capital Advisory Services 330.05%0.08%0.10%Q3 2013Q1 20166
Atria Wealth Solutions, Inc. 510.00%0.03%0.04%Q1 2022Q2 20246
SILVER OAK SECURITIES, INCORPORATED 510.04%0.08%0.10%Q3 2022Q2 20246
CAPTRUST FINANCIAL ADVISORS 330.00%0.00%0.00%Q4 2021Q2 20246
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
FLOW TRADERS U.S. LLC 310.01%0.04%0.08%Q1 2021Q3 20236
Madison Wealth Partners, Inc 660.12%0.13%0.14%Q1 2023Q2 20246
Ameritas Advisory Services, LLC 410.00%0.02%0.04%Q4 2021Q1 20235
Atria Investments, Inc 320.04%0.14%0.22%Q3 2020Q2 20245
BOKF, NA 410.01%0.01%0.01%Q1 2021Q2 20225
Advisory Services Network, LLC 210.00%0.01%0.01%Q4 2020Q4 20235
OPTIMUM INVESTMENT ADVISORS 550.02%0.02%0.03%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
Brookstone Capital Management 550.00%0.04%0.08%Q4 2020Q4 20215
Manchester Capital Management LLC 550.00%0.00%0.00%Q2 2023Q2 20245
MANUFACTURERS LIFE INSURANCE COMPANY, THE 550.00%0.00%0.00%Q4 2013Q4 20145
DUNCKER STREETT & CO INC 550.00%0.01%0.02%Q2 2013Q2 20145
RAYMOND JAMES TRUST N.A. 310.01%0.01%0.01%Q2 2023Q2 20244
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 440.01%0.01%0.01%Q2 2017Q1 20184
Csenge Advisory Group 440.05%0.06%0.07%Q1 2021Q4 20214
NBC SECURITIES, INC. 440.00%0.00%0.00%Q3 2023Q2 20244
Almanack Investment Partners, LLC. 220.07%0.11%0.16%Q1 2017Q2 20184
Tyler-Stone Wealth Management 440.01%0.01%0.01%Q3 2023Q2 20244
LINCOLN NATIONAL CORP 440.01%0.01%0.01%Q2 2021Q1 20224
Gryphon Financial Partners LLC 310.00%0.01%0.01%Q4 2017Q2 20224
B. Riley Wealth Advisors, Inc. 110.02%0.02%0.02%Q2 2019Q4 20204
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
Surevest, LLC 440.01%0.05%0.07%Q4 2021Q3 20224
Full Sail Capital, LLC 440.09%0.11%0.13%Q1 2019Q4 20194
Merit Financial Group, LLC 310.01%0.02%0.03%Q4 2022Q2 20244
Belpointe Asset Management LLC 210.00%0.01%0.03%Q2 2020Q1 20233
OLD MISSION CAPITAL LLC 210.00%0.03%0.07%Q1 2022Q2 20243
Cherry Tree Wealth Management, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q4 2017Q1 20193
IAG Wealth Partners, LLC 330.63%0.64%0.66%Q4 2023Q2 20243
Members Advisory Group LLC 331.54%1.62%1.69%Q4 2023Q2 20243
Colony Group, LLC 330.06%0.12%0.16%Q4 2023Q2 20243
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
High Falls Advisors, Inc 330.00%0.00%0.00%Q4 2015Q2 20163
J.P. Morgan Private Wealth Advisors LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Activest Wealth Management 330.06%0.06%0.07%Q4 2021Q2 20223
Pathstone Holdings, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Steele Capital Management, Inc. 330.37%0.40%0.43%Q4 2023Q2 20243
SEI INVESTMENTS CO 330.00%0.00%0.00%Q4 2017Q2 20183
GPS Wealth Strategies Group, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Smartleaf Asset Management LLC 330.01%0.02%0.02%Q4 2023Q2 20243
IMA Advisory Services, Inc. 330.00%0.01%0.01%Q1 2021Q3 20213
Transamerica Financial Advisors, Inc. 330.00%0.03%0.08%Q4 2023Q2 20243
PRINCIPAL SECURITIES, INC. 330.01%0.01%0.01%Q4 2023Q2 20243
American Trust 330.02%0.02%0.02%Q4 2022Q2 20233
Insight Advisors, LLC/ PA 330.07%0.12%0.16%Q4 2020Q2 20213
COMERICA SECURITIES,INC. 330.01%0.02%0.03%Q2 2019Q4 20193
WealthShield Partners, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Ritter Daniher Financial Advisory LLC / DE 330.05%0.05%0.05%Q4 2023Q2 20243
Leelyn Smith, LLC 330.03%0.04%0.04%Q3 2020Q1 20213
Financial Advocates Investment Management 210.04%0.19%0.27%Q4 2017Q1 20213
Ameritas Investment Company, LLC 330.02%0.03%0.03%Q1 2021Q3 20213
Mendota Financial Group, LLC 330.00%0.00%0.00%Q2 2023Q4 20233
Resource Management, LLC 330.07%0.08%0.08%Q3 2020Q1 20213
Moisand Fitzgerald Tamayo, LLC 330.00%0.01%0.01%Q2 2021Q4 20213
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2020Q2 20243
COMERICA SECURITIES INC 330.04%0.05%0.06%Q2 2017Q4 20173
NorthStar Asset Management LLC /NJ/ 332.32%2.48%2.63%Q4 2023Q2 20243
CENTAURUS FINANCIAL, INC. 210.02%0.03%0.04%Q1 2019Q1 20213
TFB Advisors LLC 210.07%0.10%0.14%Q2 2023Q2 20243
Timber Hill LLC 210.00%0.00%0.00%Q2 2013Q3 20143
WETZEL INVESTMENT ADVISORS, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
PALLADIUM PARTNERS LLC 210.00%0.00%0.00%Q2 2013Q1 20143
Charter Oak Capital Management, LLC 330.00%0.00%0.01%Q4 2021Q2 20223
Regal Investment Advisors LLC 220.01%0.02%0.02%Q2 2013Q3 20132
City Center Advisors, LLC 220.73%0.73%0.73%Q1 2024Q2 20242
Valmark Advisers, Inc. 110.03%0.04%0.04%Q3 2020Q1 20212
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 220.03%0.04%0.06%Q2 2018Q3 20182
Tempus Wealth Planning, LLC 110.57%0.60%0.64%Q2 2023Q4 20232
Claraphi Advisory Network, LLC 220.13%0.13%0.13%Q3 2020Q4 20202
GUNN & Co INVESTMENT MANAGEMENT, INC. 110.03%0.03%0.03%Q4 2023Q2 20242
North Star Investment Management Corp. 220.00%0.00%0.00%Q1 2024Q2 20242
Signator Financial Services, Inc. 220.07%0.07%0.07%Q2 2013Q3 20132
Sigma Planning Corp 220.22%0.24%0.25%Q4 2020Q1 20212
Blue Trust, Inc. 220.00%0.00%0.00%Q1 2024Q2 20242
LRI Investments, LLC 220.25%0.41%0.58%Q1 2024Q2 20242
Aris Wealth Services, Inc. 220.01%0.01%0.02%Q2 2015Q3 20152
PIERSHALE FINANCIAL GROUP, INC. 220.02%0.02%0.02%Q2 2016Q3 20162
Central Pacific Bank - Trust Division 220.00%0.00%0.00%Q1 2024Q2 20242
D.A. DAVIDSON & CO. 220.03%0.04%0.04%Q4 2020Q1 20212
Armbruster Capital Management, Inc. 220.21%0.34%0.46%Q4 2021Q1 20222
Voya Financial Advisors, Inc. 220.04%0.04%0.04%Q4 2020Q1 20212
MTM Investment Management, LLC 220.34%0.43%0.52%Q4 2020Q1 20212
CIBC Private Wealth Group LLC 220.00%0.00%0.00%Q1 2024Q2 20242
AdvisorShares Investments LLC 229.68%12.86%16.04%Q4 2020Q1 20212
Intelligence Driven Advisers, LLC 220.24%0.24%0.25%Q4 2018Q1 20192
Connecticut Wealth Management, LLC 110.02%0.02%0.02%Q2 2019Q2 20212
CALTON & ASSOCIATES, INC. 220.23%0.33%0.42%Q4 2020Q1 20212
Second Half Financial Partners, LLC 221.50%1.50%1.50%Q1 2022Q2 20222
WealthBridge Capital Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Camarda Financial Advisors, LLC 220.00%0.15%0.29%Q2 2013Q3 20132
SCHMIDT P J INVESTMENT MANAGEMENT INC 220.05%0.05%0.05%Q2 2021Q3 20212
Exchange Capital Management, Inc. 220.02%0.02%0.02%Q2 2017Q3 20172
Virtue Capital Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
MGB Wealth Management, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
High Net Worth Advisory Group LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Noven Financial Group, Inc. 222.61%2.65%2.68%Q4 2013Q1 20142
Baird Financial Group, Inc. 220.00%0.02%0.04%Q4 2020Q1 20212
Pensionmark Financial Group, LLC 220.05%0.06%0.06%Q4 2020Q1 20212
Corbenic Partners LLC 220.01%0.01%0.01%Q1 2014Q2 20142
Mittelman Wealth Management 220.44%0.46%0.47%Q1 2024Q2 20242
WEBSTER BANK, N. A. 220.00%0.00%0.00%Q4 2023Q1 20242
Gladstone Institutional Advisory LLC 220.18%0.18%0.19%Q4 2020Q1 20212
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
Private Ocean, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
AE Wealth Management LLC 220.00%0.00%0.00%Q3 2023Q4 20232
Kovack Advisors, Inc. 220.07%0.08%0.08%Q4 2020Q1 20212
Swaine & Leidel Wealth Services, LLC 111.26%1.38%1.50%Q1 2021Q1 20222
Opal Wealth Advisors, LLC 110.05%0.05%0.05%Q2 2024Q2 20241
WEALTHFRONT Corp 110.00%0.00%0.00%Q1 2015Q1 20151
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Oxler Private Wealth LLC 110.04%0.04%0.04%Q3 2022Q3 20221
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
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2024Q2 20241
Biltmore Capital Advisors LLC 110.08%0.08%0.08%Q4 2021Q4 20211
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
VICUS CAPITAL 110.18%0.18%0.18%Q1 2021Q1 20211
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Rooted Wealth Advisors, Inc. 111.58%1.58%1.58%Q2 2023Q2 20231
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Tortoise Investment Management, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Summit Asset Management, LLC 110.10%0.10%0.10%Q3 2018Q3 20181
Glassy Mountain Advisors, Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
Financial Insights, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
FormulaFolio Investments, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Trinity Wealth Management, LLC 110.41%0.41%0.41%Q1 2021Q1 20211
Clarus Wealth Advisors 110.77%0.77%0.77%Q4 2023Q4 20231
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BREITER CAPITAL MANAGEMENT INC 110.35%0.35%0.35%Q2 2021Q2 20211
Oak Asset Management, LLC 110.34%0.34%0.34%Q2 2022Q2 20221
New England Private Wealth Advisors LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
WEDBUSH SECURITIES INC 110.04%0.04%0.04%Q4 2015Q4 20151
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Gradient Investments LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Portfolio Strategies, Inc. 110.12%0.12%0.12%Q1 2021Q1 20211
Jacobi Capital Management LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Gilliland Jeter Wealth Management LLC 110.03%0.03%0.03%Q2 2024Q2 20241
Integrated Investment Consultants, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
RiverTree Advisors, LLC 112.44%2.44%2.44%Q1 2021Q1 20211
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
LifePlan Financial Group, Inc 110.02%0.02%0.02%Q3 2020Q3 20201
NWAM LLC 110.25%0.25%0.25%Q4 2020Q4 20201
Dorsey Wright & Associates 1110.18%10.18%10.18%Q4 2020Q4 20201
Monterey Private Wealth, Inc. 110.51%0.51%0.51%Q4 2021Q4 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.03%0.03%0.03%Q2 2018Q2 20181
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
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Riverpoint Wealth Management Holdings, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Cetera Investment Advisers 110.00%0.00%0.00%Q1 2024Q1 20241
Ipsen Advisor Group LLC 113.56%3.56%3.56%Q4 2022Q4 20221
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
TOEWS CORP /ADV 110.39%0.39%0.39%Q4 2010Q4 20101
Meridian Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Summit Global Investments 110.04%0.04%0.04%Q4 2023Q4 20231
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q1 2015Q1 20151
G&S Capital LLC 110.51%0.51%0.51%Q4 2020Q4 20201
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Partnervest Advisory Services LLC 110.01%0.01%0.01%Q4 2013Q4 20131
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.22%0.22%0.22%Q1 2017Q1 20171
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Rehmann Capital Advisory Group 110.01%0.01%0.01%Q1 2018Q1 20181
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q3 2023Q3 20231
External links

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