ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
KEYBANK NATIONAL ASSOCIATION/OH 44440.20%0.60%1.01%Q4 2012Q3 202344
COMMERCE BANK 43430.00%0.01%0.03%Q1 2013Q3 202343
FIFTH THIRD BANCORP 42420.00%0.14%0.84%Q2 2013Q3 202342
NORTHWEST INVESTMENT COUNSELORS, LLC 42422.37%5.37%9.47%Q2 2013Q3 202342
Creative Planning 42420.00%0.01%0.02%Q2 2013Q3 202342
Johnson Financial Group, Inc. 42420.05%1.35%7.19%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.03%0.04%0.06%Q2 2013Q3 202342
COURIER CAPITAL LLC 42420.02%0.18%1.11%Q2 2013Q3 202342
Bangor Savings Bank 42420.05%2.81%6.79%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.04%0.10%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.02%0.15%0.49%Q2 2013Q3 202342
WASHINGTON TRUST Co 42420.31%0.77%1.06%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.02%0.12%0.40%Q2 2013Q3 202342
US BANCORP \DE\ 42420.08%0.22%0.40%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.01%0.07%0.20%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.01%0.01%Q2 2013Q3 202342
FIRST HAWAIIAN BANK 42420.02%0.15%0.31%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.02%0.03%0.05%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.02%0.03%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%4.82%14.39%Q2 2013Q3 202342
PETTYJOHN, WOOD & WHITE, INC 28130.06%0.28%0.75%Q2 2013Q3 202341
M&T BANK CORP 26150.02%0.07%0.24%Q2 2013Q3 202341
Haverford Trust Co 4010.01%0.08%0.27%Q2 2013Q3 202341
HOWE & RUSLING INC 3830.45%1.97%4.40%Q2 2013Q3 202341
WHITTIER TRUST CO 40400.00%0.06%0.13%Q4 2013Q3 202340
Legacy Private Trust Co. 3630.06%2.21%5.91%Q3 2013Q3 202339
CIBC Private Wealth Group, LLC 39390.05%0.09%0.21%Q1 2014Q3 202339
DELTA ASSET MANAGEMENT LLC/TN 3540.00%0.00%0.01%Q2 2013Q3 202339
BANK OF MONTREAL /CAN/ 3020.00%0.01%0.02%Q2 2013Q3 202339
Beaumont Financial Partners, LLC 38380.03%0.41%2.03%Q2 2013Q3 202238
Smith, Salley & Associates 38380.09%0.65%3.02%Q2 2014Q3 202338
WHITTIER TRUST CO OF NEVADA INC 38380.00%0.01%0.04%Q2 2014Q3 202338
WEBSTER BANK, N. A. 38380.04%0.81%1.80%Q2 2014Q3 202338
Cambridge Investment Research Advisors, Inc. 2720.00%0.01%0.03%Q2 2013Q3 202337
1ST SOURCE BANK 37370.04%0.19%0.41%Q3 2014Q3 202337
Advisory Services Network, LLC 2790.05%0.13%0.40%Q3 2014Q3 202336
Argent Trust Co 36360.05%0.26%1.18%Q4 2014Q3 202336
AMERIPRISE FINANCIAL INC 2110.00%0.00%0.00%Q2 2013Q3 202336
AMG National Trust Bank 36360.02%0.16%0.42%Q4 2014Q3 202336
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
STIFEL FINANCIAL CORP 35350.08%0.25%0.46%Q1 2015Q3 202335
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 2960.02%0.09%0.36%Q2 2013Q3 202235
First Horizon Advisors, Inc. 2910.00%0.10%1.67%Q1 2012Q4 202235
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 19160.02%2.28%8.42%Q4 2014Q3 202335
UMB Bank, n.a. 3320.01%0.24%1.65%Q4 2014Q3 202335
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1010.00%0.00%0.00%Q2 2013Q2 202335
HUNTINGTON NATIONAL BANK 1250.00%0.01%0.12%Q3 2010Q3 202334
BESSEMER GROUP INC 34340.00%0.07%0.71%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.00%0.01%0.02%Q2 2015Q3 202334
Endurance Wealth Management, Inc. 33330.02%0.04%0.10%Q2 2015Q2 202333
Patten Group, Inc. 1710.03%0.17%0.36%Q4 2014Q3 202333
BADGLEY PHELPS & BELL INC 33330.17%0.24%0.31%Q2 2013Q2 202133
DAVENPORT & Co LLC 33330.03%0.13%0.35%Q3 2015Q3 202333
Cetera Advisor Networks LLC 33330.01%0.05%0.20%Q3 2015Q3 202333
FDx Advisors, Inc. 2910.01%0.10%0.25%Q2 2014Q1 202333
GREENWOOD CAPITAL ASSOCIATES LLC 3110.10%2.05%3.77%Q1 2015Q3 202332
1834 INVESTMENT ADVISORS CO 32320.03%0.11%0.21%Q3 2015Q2 202332
BlackRock Inc. 32320.00%0.00%0.00%Q4 2015Q3 202332
CITIGROUP INC 2210.00%0.00%0.00%Q2 2013Q3 202332
FARMERS & MERCHANTS INVESTMENTS INC 32320.02%0.90%2.16%Q4 2015Q3 202332
Raymond James Financial Services Advisors, Inc. 31310.00%0.01%0.04%Q1 2016Q3 202331
RAYMOND JAMES & ASSOCIATES 30300.00%0.01%0.01%Q2 2016Q3 202330
Strategic Financial Services, Inc, 30304.06%6.31%9.26%Q2 2016Q3 202330
TRUIST FINANCIAL CORP 16140.01%0.01%0.04%Q2 2013Q3 202330
ASSETMARK, INC 2010.01%0.18%0.87%Q1 2015Q3 202330
BAILARD, INC. 30300.01%0.22%1.23%Q2 2016Q3 202330
Plancorp, LLC 2540.01%0.10%0.28%Q1 2015Q4 202229
People's United Financial, Inc. 1740.01%0.02%0.04%Q2 2013Q4 202029
St. Johns Investment Management Company, LLC 29290.00%0.03%0.07%Q1 2014Q1 202129
TRUST CO OF VIRGINIA /VA 2270.05%1.09%3.60%Q2 2014Q3 202329
Heritage Wealth Advisors 29290.00%0.13%0.81%Q3 2016Q3 202329
COMERICA BANK 2810.01%0.10%0.25%Q1 2016Q3 202329
Bartlett & Co. LLC 2610.00%0.01%0.01%Q2 2013Q4 202328
Dana Investment Advisors, Inc. 1350.01%0.06%0.09%Q1 2016Q3 202328
JANE STREET GROUP, LLC 910.00%0.02%0.10%Q1 2014Q3 202328
BOYS ARNOLD & CO INC 28280.94%1.30%1.95%Q2 2013Q1 202028
STATE STREET CORP 28280.00%0.00%0.00%Q4 2016Q3 202328
JAMES INVESTMENT RESEARCH INC 27270.06%0.13%0.27%Q1 2017Q3 202327
ZWJ INVESTMENT COUNSEL INC 27270.02%0.04%0.07%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.06%0.19%Q2 2013Q4 201927
Heritage Trust Co 27270.05%0.31%0.63%Q1 2017Q3 202327
CAPTRUST FINANCIAL ADVISORS 2510.00%0.04%0.22%Q2 2015Q3 202327
FIDUCIARY TRUST CO 27270.01%0.62%3.60%Q3 2016Q1 202327
COLONY GROUP LLC 26260.00%0.02%0.04%Q2 2017Q3 202326
BOSTON ADVISORS LLC 26260.07%0.13%0.25%Q2 2013Q3 201926
JOHNSON INVESTMENT COUNSEL INC 25250.02%0.04%0.06%Q2 2013Q2 201925
GOLDMAN SACHS GROUP INC 1910.00%0.01%0.03%Q3 2013Q4 202225
Bray Capital Advisors 2320.00%0.00%0.00%Q2 2015Q3 202325
IFP Advisors, Inc 1410.00%0.00%0.01%Q4 2015Q3 202325
CHEMICAL BANK 25250.04%0.10%0.14%Q2 2013Q2 201925
AT Bancorp 24240.03%0.29%0.92%Q2 2013Q1 201924
Alaska Permanent Capital Management 24240.67%1.10%1.44%Q4 2017Q3 202324
Bigelow Investment Advisors, LLC 24240.34%1.27%2.52%Q4 2017Q3 202324
FIRST NATIONAL TRUST CO 24240.04%0.19%0.96%Q4 2017Q3 202324
Hugh Johnson Advisors LLC 1590.14%2.34%3.20%Q2 2013Q2 201924
BOKF, NA 1590.11%0.22%0.36%Q3 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
Carroll Financial Associates, Inc. 23230.00%0.00%0.01%Q2 2016Q4 202123
Simmons Bank 1910.22%0.61%1.19%Q4 2016Q3 202323
Citadel Advisors 1110.00%0.00%0.01%Q3 2014Q3 202323
Confluence Wealth Management LLC 23230.15%1.61%2.67%Q1 2015Q3 202023
Jacobi Capital Management LLC 23230.00%0.01%0.09%Q2 2016Q4 202123
CAPE ANN SAVINGS BANK 1210.32%0.47%0.62%Q1 2017Q3 202322
GABLES CAPITAL MANAGEMENT INC. 1750.04%0.19%0.75%Q1 2018Q3 202322
OLD NATIONAL BANCORP /IN/ 1220.01%0.05%0.09%Q2 2016Q3 202322
HANCOCK WHITNEY CORP 1390.01%0.05%0.23%Q2 2013Q3 202322
Atria Investments, Inc 1310.01%0.03%0.12%Q1 2016Q3 202322
FAS Wealth Partners, Inc. 2110.00%1.85%12.03%Q2 2016Q3 202322
GERMAN AMERICAN BANCORP, INC. 22226.03%9.48%12.04%Q2 2018Q3 202322
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1310.00%0.00%0.00%Q1 2017Q2 202322
FIRST CITIZENS BANK & TRUST CO 22220.25%1.18%2.02%Q2 2018Q3 202322
PALLADIUM PARTNERS LLC 1480.06%0.23%0.44%Q2 2013Q4 202022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.05%Q3 2018Q3 202321
FC Advisory LLC 21210.14%0.42%0.62%Q4 2018Q4 202321
Covington Capital Management 21210.01%0.02%0.03%Q3 2017Q3 202221
PROFFITT & GOODSON INC 21210.20%0.29%0.35%Q3 2018Q3 202321
FIRST NATIONAL BANK OF OMAHA 1560.02%0.07%0.16%Q4 2015Q3 202321
WASHINGTON TRUST BANK 21210.01%0.06%0.11%Q1 2014Q1 201921
Alexandria Capital, LLC 21210.02%0.13%0.25%Q4 2015Q4 202021
GREENLEAF TRUST 2010.01%0.20%0.97%Q2 2016Q3 202321
DENVER INVESTMENT ADVISORS LLC 20200.01%0.01%0.02%Q2 2013Q1 201820
Baystate Wealth Management LLC 1460.02%0.54%3.09%Q1 2014Q3 202320
ZEKE CAPITAL ADVISORS, LLC 20200.34%1.38%5.08%Q1 2018Q4 202220
REILLY FINANCIAL ADVISORS, LLC 1110.00%0.00%0.02%Q2 2013Q4 202120
American Portfolios Advisors 20200.13%0.25%0.42%Q4 2017Q3 202220
Princeton Global Asset Management LLC 20200.02%0.04%0.08%Q4 2018Q3 202320
CAMG Solamere Management, LLC 20200.23%0.78%2.76%Q4 2016Q3 202120
BLAIR WILLIAM & CO/IL 20200.00%0.00%0.00%Q4 2018Q3 202320
First Allied Advisory Services, Inc. 1280.01%0.06%0.18%Q2 2014Q3 202020
THOMASPARTNERS, INC. 20200.02%0.05%0.13%Q2 2013Q1 201820
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 20200.10%0.78%1.85%Q4 2013Q3 201820
BEACON INVESTMENT ADVISORY SERVICES, INC. 19190.01%0.02%0.05%Q3 2017Q1 202219
THRIVENT FINANCIAL FOR LUTHERANS 19190.00%0.01%0.02%Q1 2019Q3 202319
DEUTSCHE BANK AG\ 1360.00%0.00%0.00%Q3 2013Q1 202119
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
MML INVESTORS SERVICES, LLC 19190.00%0.02%0.04%Q1 2019Q3 202319
Wealthstar Advisors, LLC 1093.70%8.44%12.40%Q1 2018Q3 202319
Clearstead Advisors, LLC 1810.01%0.02%0.03%Q3 2017Q3 202319
Hilton Capital Management, LLC 19192.07%7.28%11.46%Q4 2015Q2 202019
CHATHAM CAPITAL GROUP, INC. 19190.06%0.76%1.15%Q1 2019Q3 202319
DT Investment Partners, LLC 19190.03%6.31%13.54%Q1 2019Q3 202319
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1110.00%0.00%0.01%Q2 2013Q4 202218
SVB WEALTH LLC 18180.16%0.24%0.49%Q2 2019Q3 202318
Invesco Ltd. 18180.00%0.00%0.01%Q2 2013Q3 201718
MERIDIAN MANAGEMENT CO 18185.28%7.47%11.88%Q2 2019Q3 202318
Private Capital Group, LLC 18180.01%0.02%0.02%Q4 2017Q1 202218
Ameritas Investment Partners, Inc. 18180.00%0.00%0.00%Q2 2015Q3 201918
COMERICA SECURITIES INC 18180.12%0.68%1.49%Q3 2013Q4 201718
Ancora Advisors LLC 1610.00%0.00%0.01%Q4 2016Q3 202318
Sound View Wealth Advisors Group, LLC 18180.04%0.13%0.26%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.02%0.03%0.06%Q2 2013Q3 201718
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
MERITAGE PORTFOLIO MANAGEMENT 17170.42%1.11%2.20%Q3 2019Q3 202317
Capital Investment Services of America, Inc. 17170.15%0.26%0.37%Q3 2019Q3 202317
BEACON TRUST CO 17170.11%0.16%0.22%Q1 2013Q1 201717
FMR LLC 1410.00%0.00%0.00%Q3 2018Q3 202317
Exchange Capital Management, Inc. 1070.00%0.07%0.13%Q2 2013Q4 201717
Janney Montgomery Scott LLC 1520.00%0.02%0.03%Q3 2013Q3 202317
Arete Wealth Advisors, LLC 1070.02%0.26%0.49%Q4 2017Q1 202217
Integrated Advisors Network LLC 16160.04%0.05%0.06%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 16160.00%0.00%0.00%Q1 2019Q4 202216
Private Advisor Group, LLC 1210.00%0.03%0.06%Q3 2014Q3 202316
Clear Perspective Advisors, LLC 1330.16%0.32%0.81%Q3 2017Q4 202116
HOWLAND CAPITAL MANAGEMENT LLC 16160.03%0.07%0.11%Q4 2019Q3 202316
Capital Advisors, Ltd. LLC 1060.00%0.01%0.03%Q4 2015Q3 202316
TRUE Private Wealth Advisors 16160.06%2.31%5.26%Q1 2018Q4 202116
Towercrest Capital Management 16162.25%5.98%8.07%Q4 2014Q3 201816
AdvisorNet Financial, Inc 930.00%0.01%0.05%Q4 2017Q3 202316
LAZARD ASSET MANAGEMENT LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
KANALY TRUST CO 15150.12%0.14%0.24%Q2 2013Q4 201615
Graypoint LLC 15150.06%1.53%4.49%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.04%0.05%0.08%Q1 2020Q3 202315
MITCHELL SINKLER & STARR/PA 15150.27%0.58%1.30%Q4 2019Q2 202315
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15150.00%0.00%0.01%Q1 2020Q3 202315
Riverview Trust Co 15150.04%0.08%0.12%Q4 2018Q2 202215
Advisor Group, Inc. 15150.00%0.01%0.04%Q2 2016Q4 201915
BlackRock Investment Management, LLC 15150.00%0.00%0.01%Q2 2013Q4 201615
CAPITAL INSIGHT PARTNERS, LLC 14140.06%0.59%1.34%Q2 2020Q3 202314
Silverleafe Capital Partners, LLC 14140.10%0.19%0.32%Q4 2018Q1 202214
Cordasco Financial Network 14140.08%0.59%1.82%Q4 2013Q1 201714
Wealthspire Advisors, L.P. 14140.00%0.01%0.01%Q4 2015Q1 201914
MASSMUTUAL TRUST CO FSB/ADV 810.00%0.08%0.22%Q3 2014Q4 202314
Independent Portfolio Consultants, Inc. 14140.32%0.81%2.09%Q1 2014Q2 201714
Patriot Financial Group Insurance Agency, LLC 1220.00%0.01%0.08%Q3 2019Q3 202314
OPTIMUM INVESTMENT ADVISORS 770.01%0.01%0.01%Q3 2013Q3 201914
CVA Family Office, LLC 1310.00%0.05%0.36%Q4 2019Q2 202314
Darwin Wealth Management, LLC 910.03%0.18%0.45%Q4 2016Q3 202313
ROWLAND CARMICHAEL ADVISORS INC /ADV 13130.01%0.03%0.08%Q1 2016Q1 201913
EAGLE GLOBAL ADVISORS LLC 13130.01%0.04%0.06%Q3 2020Q3 202313
ALESCO ADVISORS LLC 810.02%0.10%0.22%Q4 2015Q3 202313
Horan Securities, Inc. 630.02%0.04%0.06%Q4 2018Q2 202213
PrairieView Partners, LLC 13130.00%0.03%0.06%Q3 2019Q3 202213
OLD MISSION CAPITAL LLC 310.01%0.09%0.26%Q1 2017Q3 202313
Betterment LLC 1120.00%0.00%0.01%Q1 2020Q3 202313
SCHMIDT P J INVESTMENT MANAGEMENT INC 13130.04%0.63%3.71%Q3 2020Q3 202313
Lido Advisors, LLC 1030.05%0.17%0.24%Q1 2017Q2 202013
Kestra Advisory Services, LLC 13130.01%0.02%0.04%Q3 2020Q3 202313
MSI Financial Services Inc 910.00%0.00%0.01%Q2 2013Q4 201613
MERCER GLOBAL ADVISORS INC /ADV 13130.00%0.00%0.01%Q3 2020Q3 202313
Bell Rock Capital LLC 13130.03%0.04%0.07%Q4 2016Q4 201913
TODD ASSET MANAGEMENT LLC 13130.04%0.05%0.05%Q4 2013Q4 201613
STEPHENS INC /AR/ 13130.00%0.01%0.01%Q3 2020Q3 202313
Townsend & Associates, Inc 13130.16%0.68%1.35%Q4 2017Q4 202013
Bluefin Trading, LLC 410.03%0.36%1.24%Q2 2013Q4 201713
BUCKINGHAM STRATEGIC WEALTH, LLC 12120.02%0.11%0.31%Q4 2020Q3 202312
SYNOVUS FINANCIAL CORP 720.00%0.03%0.08%Q4 2016Q3 202112
Cerity Partners LLC 12120.00%0.31%0.61%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
S.A. Mason LLC 12120.07%0.10%0.13%Q4 2020Q3 202312
Opal Wealth Advisors, LLC 12120.48%0.70%1.09%Q4 2020Q3 202312
Procyon Advisors, LLC 12120.05%0.08%0.12%Q1 2020Q4 202212
Cetera Investment Advisers 12120.01%0.03%0.06%Q4 2020Q3 202312
Sandy Spring Bank 1010.00%0.00%0.00%Q1 2017Q3 202312
PFM Asset Management LLC 12120.00%2.53%6.95%Q4 2018Q3 202112
Virtu KCG Holdings LLC 510.01%0.04%0.10%Q1 2014Q2 201711
Cassia Capital Partners, LLC 831.70%3.47%7.68%Q4 2020Q3 202311
Lumature Wealth Partners, LLC 11110.01%0.03%0.09%Q4 2020Q2 202311
CT Financial Advisors LLC 1011.13%1.50%1.99%Q1 2014Q1 201711
Integrated Investment Consultants, LLC 11112.22%3.42%5.35%Q1 2021Q3 202311
BARCLAYS PLC 920.00%0.00%0.00%Q1 2017Q3 202111
Sound Income Strategies, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 11110.02%0.06%0.12%Q1 2018Q3 202011
Stewardship Financial Advisors, LLC 910.02%1.02%2.83%Q4 2015Q4 202011
Foothills Asset Management, Ltd. 11110.28%2.31%4.10%Q3 2017Q1 202011
Carmichael Hill & Associates, Inc. 11110.01%0.01%0.01%Q4 2019Q2 202211
CNB Bank 1010.04%0.11%0.17%Q1 2018Q3 202311
AMERICAN NATIONAL BANK & TRUST CO /VA/ 11110.75%4.46%8.37%Q2 2013Q4 201511
Strategic Investment Advisors / MI 11110.05%2.06%2.85%Q4 2018Q2 202111
WFG Advisors, LP 11110.00%0.00%0.00%Q3 2013Q1 201611
EATON VANCE MANAGEMENT 10100.00%0.00%0.00%Q2 2020Q3 202210
FLPUTNAM INVESTMENT MANAGEMENT CO 10100.73%1.57%2.20%Q2 2021Q3 202310
NEXT Financial Group, Inc 410.00%0.00%0.01%Q2 2014Q4 202110
NTV ASSET MANAGEMENT LLC 10100.11%0.20%0.29%Q2 2013Q3 201510
Aveo Capital Partners, LLC 210.08%0.76%1.44%Q3 2018Q3 202310
C M BIDWELL & ASSOCIATES LTD 10100.72%3.00%3.73%Q2 2021Q3 202310
BB&T SECURITIES, LLC 810.01%0.01%0.03%Q4 2014Q3 201910
Disciplined Investments, LLC 10100.00%0.01%0.01%Q4 2019Q1 202210
SANDERS MORRIS HARRIS LLC 730.08%0.09%0.15%Q1 2021Q3 202310
Accel Wealth Management 10100.02%0.05%0.11%Q4 2020Q1 202310
Allworth Financial LP 510.00%0.00%0.01%Q1 2017Q3 202310
Bank of New Hampshire 10102.10%2.36%2.76%Q2 2021Q3 202310
SEI INVESTMENTS CO 710.00%0.00%0.00%Q3 2015Q2 20189
Badgley Phelps Wealth Managers, LLC 990.18%0.23%0.28%Q3 2021Q3 20239
BRINKER CAPITAL INC 990.20%0.32%0.58%Q1 2018Q1 20209
ARCADIA INVESTMENT MANAGEMENT CORP/MI 990.00%0.01%0.01%Q1 2019Q1 20219
WRAPMANAGER INC 991.46%1.77%2.24%Q4 2015Q4 20179
Sigma Planning Corp 610.01%0.02%0.03%Q1 2015Q3 20239
PACIFIC FINANCIAL GROUP INC 610.01%6.09%12.42%Q2 2013Q2 20169
JFS WEALTH ADVISORS, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
NATIONAL PLANNING CORP 810.01%0.06%0.09%Q4 2014Q1 20179
U.S. Capital Wealth Advisors, LLC 990.01%0.04%0.05%Q3 2021Q3 20239
PIEDMONT INVESTMENT ADVISORS INC 990.00%0.00%0.01%Q4 2013Q4 20159
WOLVERINE TRADING, LLC 430.00%0.01%0.05%Q4 2017Q4 20209
GeoWealth Management, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
FormulaFolio Investments, LLC 882.18%4.89%7.72%Q4 2014Q3 20168
TD Waterhouse Canada Inc. 880.00%0.01%0.02%Q4 2021Q3 20238
SouthState Corp 880.00%0.02%0.03%Q3 2021Q2 20238
SIMON QUICK ADVISORS, LLC 880.01%0.05%0.22%Q1 2017Q4 20188
Global Financial Private Capital, Inc 880.26%0.57%0.95%Q3 2018Q2 20208
TRIAD FINANCIAL ADVISORS, INC. 880.36%0.79%1.15%Q4 2021Q3 20238
DUBUQUE BANK & TRUST CO 710.04%0.05%0.07%Q4 2015Q2 20228
TELEMUS CAPITAL, LLC 410.00%0.07%0.15%Q4 2017Q3 20238
Washington Trust Advisors, Inc. 880.10%0.13%0.18%Q4 2021Q3 20238
Geneos Wealth Management Inc. 410.00%0.00%0.01%Q1 2016Q3 20218
Congress Wealth Management LLC / DE / 880.06%0.09%0.15%Q4 2021Q3 20238
Realta Investment Advisors 220.00%0.03%0.05%Q1 2019Q3 20238
New Legacy Group, LLC 880.23%1.95%2.80%Q4 2021Q3 20238
Lehman & Derafelo Financial Resources LLC 620.00%0.00%0.00%Q2 2020Q3 20228
NORWOOD FINANCIAL CORP 880.04%0.04%0.06%Q4 2021Q3 20238
Brown Advisory Securities, LLC 880.06%0.07%0.08%Q1 2017Q4 20188
MANUFACTURERS LIFE INSURANCE COMPANY, THE 880.00%0.00%0.00%Q3 2016Q2 20188
BOSTON PRIVATE BANK & TRUST CO 880.01%0.02%0.03%Q2 2013Q1 20158
HARBOR INVESTMENT ADVISORY, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Parallel Advisors, LLC 530.00%0.01%0.01%Q1 2019Q3 20238
CAMBRIDGE TRUST CO 880.00%0.75%1.85%Q4 2021Q3 20238
True Link Financial Advisors, LLC 880.01%0.04%0.09%Q4 2020Q3 20228
Trail Ridge Investment Advisors, LLC 881.04%1.54%2.26%Q4 2021Q3 20238
Clearshares LLC 441.32%2.35%3.92%Q4 2019Q4 20218
LOWE BROCKENBROUGH & CO INC 710.02%0.43%0.86%Q3 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.00%0.01%0.02%Q2 2013Q1 20158
BURNEY CO/ 510.01%0.01%0.02%Q2 2016Q3 20187
First Financial Bank - Trust Division 770.08%0.12%0.15%Q2 2022Q4 20237
AVANTAX ADVISORY SERVICES, INC. 410.00%0.01%0.03%Q1 2020Q1 20237
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q4 2015Q1 20197
StoneX Group Inc. 770.06%0.12%0.21%Q1 2020Q3 20217
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 770.40%0.46%0.49%Q4 2017Q2 20197
HERITAGE WEALTH MANAGEMENT, LLC 430.04%0.08%0.15%Q1 2021Q4 20227
Prime Capital Investment Advisors, LLC 770.01%0.31%0.57%Q3 2019Q1 20217
BMS Financial Advisors, LLC 770.14%0.21%0.29%Q4 2021Q2 20237
InTrack Investment Management Inc 773.27%4.34%5.27%Q2 2022Q4 20237
Blueprint Investment Partners LLC 770.13%0.63%0.78%Q4 2021Q2 20237
HL FINANCIAL SERVICES LLC 520.01%0.03%0.04%Q2 2017Q1 20197
Integrated Wealth Management 770.04%0.05%0.06%Q1 2015Q3 20167
Charles Schwab Investment Advisory, Inc. 770.00%0.00%0.01%Q2 2018Q4 20197
COLTON GROOME FINANCIAL ADVISORS, LLC 770.14%0.25%0.66%Q4 2021Q2 20237
HIGHLAND CAPITAL MANAGEMENT, LLC 770.50%0.55%0.65%Q2 2013Q4 20147
LCNB CORP 770.11%0.35%0.47%Q1 2022Q3 20237
SUNTRUST BANKS INC 770.00%0.00%0.01%Q1 2018Q3 20197
MONTAG & CALDWELL, LLC 770.02%0.17%0.26%Q1 2022Q3 20237
Global Endowment Management, LP 770.02%0.03%0.04%Q1 2022Q3 20237
Regal Investment Advisors LLC 410.00%0.02%0.04%Q4 2014Q4 20207
ARGENT TRUST COMPANY, N.A. 770.20%0.38%0.46%Q3 2013Q1 20157
Qube Research & Technologies Ltd 610.00%0.01%0.04%Q2 2021Q2 20237
Ziegler Capital Management, LLC 770.02%0.02%0.03%Q1 2020Q3 20217
WEDBUSH SECURITIES INC 770.01%0.01%0.01%Q1 2021Q3 20227
MONTAG A & ASSOCIATES INC 770.06%0.09%0.13%Q1 2022Q3 20237
Maxim Capital Management LLC 7716.44%18.48%20.99%Q4 2018Q2 20207
AJ WEALTH STRATEGIES, LLC 770.14%0.22%0.34%Q1 2017Q3 20187
Placemark Investments, Inc. 770.00%0.05%0.09%Q2 2013Q4 20147
AGF INVESTMENTS INC. 660.01%0.01%0.01%Q3 2017Q4 20186
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
COUNTRY CLUB BANK /GFN 660.81%1.37%1.78%Q2 2022Q3 20236
TWO SIGMA SECURITIES, LLC 210.00%0.07%0.35%Q3 2015Q4 20206
KMS FINANCIAL SERVICES, INC 660.04%0.05%0.08%Q2 2013Q3 20146
MONEY CONCEPTS CAPITAL CORP 420.00%0.01%0.03%Q4 2020Q3 20226
BTR CAPITAL MANAGEMENT INC 660.05%0.06%0.07%Q2 2021Q3 20226
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 660.11%0.16%0.18%Q3 2017Q4 20186
CAPSTONE ASSET MANAGEMENT CO 660.03%0.03%0.04%Q2 2013Q3 20146
Koshinski Asset Management, Inc. 310.00%0.39%2.26%Q3 2020Q3 20236
Azimuth Capital Investment Management LLC 660.04%0.05%0.05%Q2 2022Q3 20236
Azimuth Capital Management LLC 660.03%0.03%0.04%Q4 2020Q1 20226
Windsor Wealth Management, Inc. 660.58%0.96%1.30%Q3 2019Q4 20206
PHILLIPS FINANCIAL MANAGEMENT, LLC 510.02%0.06%0.29%Q4 2016Q3 20236
TD Ameritrade Trust Co 660.00%0.00%0.00%Q2 2013Q3 20146
Royal Fund Management, LLC 660.00%0.00%0.00%Q1 2017Q2 20186
GREAT LAKES ADVISORS, LLC 660.01%0.01%0.01%Q1 2016Q2 20176
Winfield Associates, Inc. 660.03%0.04%0.04%Q4 2013Q1 20156
Beacon Pointe Advisors, LLC 660.01%0.01%0.02%Q2 2020Q3 20216
TRUST CO OF VERMONT 420.00%0.00%0.01%Q2 2013Q3 20226
Hanson & Doremus Investment Management 330.04%0.04%0.06%Q4 2016Q2 20186
HSBC HOLDINGS PLC 330.00%0.00%0.01%Q1 2012Q3 20236
Madison Asset Management, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Rain Capital Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
HighTower Advisors, LLC 420.00%0.00%0.00%Q4 2016Q3 20226
Jordan Park Group LLC 660.80%0.93%1.11%Q1 2019Q2 20206
Partnervest Advisory Services LLC 660.61%0.85%1.16%Q3 2014Q4 20156
Cetera Advisors LLC 410.00%0.01%0.02%Q4 2016Q2 20206
Atlantic Union Bankshares Corp 660.02%0.04%0.09%Q4 2020Q1 20226
HM PAYSON & CO 660.00%0.00%0.01%Q3 2019Q4 20206
COMERICA SECURITIES,INC. 660.10%0.20%0.28%Q1 2019Q2 20206
CITIZENS FINANCIAL GROUP INC/RI 550.01%0.01%0.02%Q3 2021Q3 20225
NewEdge Advisors, LLC 550.01%0.02%0.04%Q3 2022Q3 20235
Independence Wealth Advisors, Inc. 322.92%3.56%4.69%Q4 2017Q1 20205
Beaumont Capital Management, LLC 210.32%0.96%3.12%Q1 2021Q3 20235
Kingsview Wealth Management, LLC 410.02%0.02%0.02%Q1 2021Q2 20225
MARINO, STRAM & ASSOCIATES LLC 410.00%0.00%0.00%Q4 2017Q1 20195
EPG Wealth Management LLC 320.00%0.01%0.02%Q4 2019Q1 20225
BROWN BROTHERS HARRIMAN & CO 550.00%0.00%0.00%Q1 2022Q1 20235
Jefferies Group LLC 310.00%0.02%0.04%Q2 2013Q2 20155
PINNACLE FINANCIAL PARTNERS INC 550.02%0.03%0.05%Q2 2018Q2 20195
WBI INVESTMENTS, LLC 310.04%0.09%0.18%Q2 2017Q3 20235
VESTOR CAPITAL, LLC 550.01%0.02%0.02%Q3 2016Q3 20175
BENJAMIN EDWARDS INC 552.61%4.42%5.60%Q1 2019Q1 20205
Gupta Wealth Management LLC 550.02%0.02%0.02%Q1 2015Q1 20165
Braun-Bostich & Associates Inc. 550.94%8.28%16.40%Q4 2019Q4 20205
WealthOne, LLC 210.01%0.22%0.58%Q4 2018Q2 20235
AE Wealth Management LLC 410.01%0.02%0.04%Q3 2018Q3 20205
THOMPSON INVESTMENT MANAGEMENT, INC. 550.08%0.09%0.10%Q2 2018Q2 20195
Simplicity Solutions, LLC 320.01%0.02%0.06%Q3 2018Q3 20205
Pinnacle Bancorp, Inc. 550.00%0.01%0.01%Q4 2018Q4 20195
OneDigital Investment Advisors LLC 550.01%0.03%0.04%Q4 2021Q4 20225
Essex Savings Bank 310.02%0.05%0.10%Q4 2018Q4 20224
MRA Associates USA LLC 440.69%1.37%2.13%Q4 2018Q3 20194
Bay Harbor Wealth Management, LLC 440.06%0.07%0.09%Q4 2018Q3 20194
OARSMAN CAPITAL, INC. 441.10%1.55%2.16%Q4 2022Q3 20234
REGENTATLANTIC CAPITAL LLC 440.03%0.03%0.04%Q1 2017Q4 20174
Community Bank, N.A. 310.00%0.01%0.01%Q1 2019Q4 20204
PRUDENTIAL FINANCIAL INC 440.00%0.00%0.00%Q2 2019Q1 20204
Axiom Investment Management LLC 440.01%0.09%0.16%Q4 2018Q3 20194
Cornerstone Wealth Group, LLC 440.76%0.82%0.89%Q1 2019Q4 20194
Cleary Gull Holdings Inc. 440.14%0.16%0.19%Q2 2015Q1 20164
Stearns Financial Services Group 440.00%0.00%0.00%Q3 2018Q2 20194
NEW ENGLAND SECURITIES CORP /MA/ 440.01%0.01%0.01%Q3 2013Q2 20144
Stone Toro Investment Advisers, LP 440.60%0.79%1.15%Q2 2013Q1 20144
Allianz Asset Management GmbH 440.00%0.02%0.04%Q4 2022Q3 20234
TOCQUEVILLE ASSET MANAGEMENT L.P. 440.01%0.02%0.03%Q1 2022Q4 20224
Biltmore Family Office, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
SIGNATUREFD, LLC 210.00%0.01%0.01%Q2 2013Q2 20194
CREDIT SUISSE AG/ 210.00%0.00%0.00%Q1 2013Q4 20184
Stratos Wealth Partners, LTD. 220.00%0.01%0.01%Q4 2017Q3 20234
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.11%0.42%Q4 2014Q3 20184
Wealth & Pension Services Group, Inc. 441.15%1.39%1.74%Q4 2018Q3 20194
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 440.01%0.01%0.02%Q4 2022Q3 20234
Alliance Wealth Management Group 440.23%1.23%1.65%Q1 2017Q4 20174
TCF National Bank 440.04%0.05%0.06%Q3 2019Q2 20204
MJP ASSOCIATES INC /ADV 441.09%1.22%1.40%Q4 2020Q3 20214
FLAGSHIP HARBOR ADVISORS, LLC 310.00%0.00%0.01%Q2 2018Q3 20204
CURIAN CAPITAL LLC 441.01%1.11%1.18%Q2 2013Q1 20144
Bryn Mawr Capital Management, LLC 440.60%0.86%1.00%Q4 2022Q3 20234
BENJAMIN F. EDWARDS & COMPANY, INC. 210.00%0.04%0.07%Q2 2013Q2 20194
First Citizens Asset Management, Inc. 4411.83%19.06%23.14%Q4 2022Q3 20234
HORIZON BANCORP INC /IN/ 4434.89%37.99%40.82%Q4 2022Q3 20234
Aspire Private Capital, LLC 440.01%0.01%0.01%Q3 2020Q2 20214
Gateway Wealth Partners, LLC 440.51%0.61%0.74%Q4 2022Q3 20234
NBT BANK N A /NY 440.04%0.08%0.10%Q4 2022Q3 20234
West Coast Financial LLC 440.44%0.59%0.74%Q1 2015Q4 20154
Semus Wealth Partners LLC 440.93%1.05%1.24%Q4 2022Q3 20234
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 330.13%0.25%0.32%Q1 2014Q3 20143
Steward Partners Investment Advisory, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
TUCKER ASSET MANAGEMENT LLC 330.10%0.34%0.52%Q1 2023Q3 20233
MILES CAPITAL, INC. 330.39%0.39%0.40%Q2 2019Q4 20193
OXFORD FINANCIAL GROUP, LTD. LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Hall Kathryn A. 331.16%1.51%1.95%Q4 2014Q2 20153
PEAPACK GLADSTONE FINANCIAL CORP 330.01%0.01%0.01%Q3 2022Q1 20233
Prospera Financial Services Inc 330.00%0.01%0.01%Q4 2021Q2 20223
Csenge Advisory Group 210.07%0.13%0.22%Q1 2020Q3 20233
SEGALL BRYANT & HAMILL, LLC 330.00%0.00%0.01%Q2 2018Q4 20183
Miracle Mile Advisors, LLC 210.06%0.07%0.08%Q4 2015Q3 20163
N.E.W. Advisory Services LLC 210.04%0.05%0.06%Q4 2020Q1 20223
Sunbelt Securities, Inc. 330.01%0.02%0.03%Q1 2023Q3 20233
Gradient Investments LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Perigon Wealth Management, LLC 210.00%0.01%0.02%Q2 2016Q4 20203
Mendel Capital Management LLC 330.18%0.20%0.24%Q1 2023Q3 20233
AMERICAN NATIONAL BANK 330.27%0.33%0.38%Q2 2022Q4 20223
Crabel Capital Management, LLC 210.08%0.37%0.75%Q3 2020Q1 20233
TRUEWEALTH LLC 210.06%0.06%0.06%Q1 2018Q2 20203
Laurel Wealth Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Ascent Group, LLC 210.08%0.19%0.27%Q4 2021Q3 20233
FineMark National Bank & Trust 210.01%0.03%0.06%Q2 2013Q4 20203
HANCOCK WHITNEY INVESTMENT SERVICES INC. 330.82%1.46%2.19%Q4 2021Q2 20223
Jaffetilchin Investment Partners, LLC 330.05%0.07%0.09%Q2 2019Q4 20193
Renasant Bank 210.25%0.65%0.85%Q4 2022Q3 20233
McAdam, LLC 330.06%0.07%0.07%Q3 2019Q1 20203
Alaska Wealth Advisors 330.69%0.80%1.03%Q1 2019Q3 20193
CULLEN/FROST BANKERS, INC. 210.00%0.01%0.01%Q1 2017Q4 20203
Anfield Capital Management, LLC 330.36%1.94%4.95%Q4 2019Q2 20203
Arkadios Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
MID CONTINENT CAPITAL LLC/IL 330.04%0.14%0.20%Q2 2013Q4 20133
FOUNDERS BANK & TRUST 330.10%0.12%0.16%Q2 2013Q4 20133
Joseph P. Lucia & Associates, LLC 330.01%0.01%0.01%Q1 2021Q3 20213
MGO ONE SEVEN LLC 210.00%0.00%0.00%Q4 2017Q4 20183
Core Wealth Advisors, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
BRYN MAWR TRUST Co 330.07%0.10%0.13%Q2 2022Q4 20223
Sabal Trust CO 330.02%0.02%0.02%Q2 2013Q4 20133
Global Retirement Partners, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Burt Wealth Advisors 220.00%0.00%0.01%Q4 2015Q1 20162
Crestwood Advisors Group, LLC 110.00%0.00%0.01%Q1 2017Q3 20232
JAG CAPITAL MANAGEMENT, LLC 110.23%0.51%0.79%Q4 2016Q4 20182
Kavar Capital Partners, LLC 220.00%0.00%0.00%Q4 2013Q1 20142
Beacon Capital Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
CYPRESS CAPITAL MANAGEMENT LLC 221.37%1.51%1.65%Q2 2022Q3 20222
BTC Capital Management, Inc. 110.22%0.37%0.51%Q2 2022Q4 20222
WealthBridge Capital Management, LLC 220.03%0.03%0.03%Q4 2018Q1 20192
Mendota Financial Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Certified Advisory Corp 220.01%0.01%0.02%Q1 2019Q2 20192
Clarius Group, LLC 110.06%0.09%0.12%Q1 2023Q3 20232
PATHSTONE FAMILY OFFICE, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Arlington Capital Management, Inc. 223.92%3.96%4.01%Q3 2015Q4 20152
CONNING INC. 220.15%0.15%0.16%Q1 2018Q2 20182
Dynamic Advisor Solutions LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Sound View Wealth Advisors, LLC 220.25%0.30%0.36%Q4 2018Q1 20192
UNION SAVINGS BANK 220.05%0.05%0.06%Q2 2023Q3 20232
LVZ, Inc. 226.60%6.63%6.67%Q1 2016Q2 20162
Renaissance Technologies 110.00%0.00%0.00%Q2 2022Q4 20222
Bedel Financial Consulting, Inc. 220.02%0.02%0.02%Q4 2019Q1 20202
Hanlon Investment Management, Inc. 220.14%0.14%0.15%Q2 2023Q3 20232
Cornerstone Advisors, Inc. 220.00%0.01%0.01%Q3 2018Q4 20182
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q3 2014Q4 20202
Rotella Capital Management, Inc. 220.84%1.69%2.53%Q3 2013Q4 20132
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q4 2015Q4 20222
Signator Financial Services, Inc. 220.04%0.05%0.05%Q2 2013Q3 20132
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2014Q4 20142
STANCORP INVESTMENT ADVISERS INC 220.00%0.04%0.07%Q4 2014Q1 20152
Windsor Capital Management, LLC 110.08%0.18%0.29%Q3 2013Q3 20162
Gryphon Financial Partners LLC 110.00%0.00%0.01%Q2 2018Q2 20222
Mutual Advisors, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
EverSource Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Integrated Wealth Concepts LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Fisher Asset Management, LLC 110.00%0.00%0.00%Q1 2014Q4 20192
Rice Partnership, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Knuff & Co LLC 220.00%0.00%0.01%Q3 2019Q4 20192
Continuum Advisory, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 220.00%0.00%0.00%Q4 2019Q1 20202
RAYMOND JAMES TRUST N.A. 220.01%0.01%0.01%Q3 2022Q4 20222
MYCIO WEALTH PARTNERS, LLC 220.03%0.04%0.04%Q3 2015Q4 20152
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
LEVEL FOUR ADVISORY SERVICES, LLC 220.03%0.04%0.05%Q1 2017Q2 20172
STIFEL NICOLAUS & CO INC \MO\ 220.00%0.00%0.00%Q2 2013Q3 20132
Polaris Wealth Advisory Group, LLC 220.03%0.03%0.03%Q1 2016Q2 20162
CIM INVESTMENT MANAGEMENT INC 220.08%0.14%0.20%Q1 2021Q2 20212
Sequoia Financial Advisors, LLC 220.17%0.17%0.17%Q2 2023Q3 20232
GUIDANCE CAPITAL, INC 220.18%0.18%0.19%Q2 2023Q3 20232
Clearstead Trust, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Argentus Capital Management, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
Daniels&Tansey,LLP 220.12%3.05%5.97%Q3 2020Q4 20202
FLOW TRADERS U.S. LLC 220.05%0.07%0.09%Q3 2020Q4 20202
Hefty Wealth Partners 220.00%0.00%0.00%Q3 2017Q4 20172
PARTNERS CAPITAL INVESTMENT GROUP, LLP 220.02%0.02%0.02%Q1 2021Q2 20212
D L CARLSON INVESTMENT GROUP INC 223.82%4.08%4.34%Q2 2023Q3 20232
AFT, FORSYTH & COMPANY, INC. 220.83%0.87%0.92%Q2 2013Q3 20132
Beaumont Financial Advisors, LLC 220.03%0.04%0.04%Q2 2023Q3 20232
Capital Asset Advisory Services LLC 220.56%0.67%0.77%Q4 2019Q1 20202
HBK Sorce Advisory LLC 220.09%0.10%0.11%Q4 2022Q1 20232
MCF Advisors LLC 220.01%0.01%0.01%Q1 2022Q2 20222
WESPAC Advisors SoCal, LLC 220.02%0.04%0.07%Q1 2016Q2 20162
Paradigm Financial Partners, LLC 220.15%0.17%0.19%Q2 2023Q3 20232
Vigilant Capital Management, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Jane Street Holding, LLC 220.01%0.02%0.03%Q2 2013Q3 20132
Wiser Wealth Management, Inc 110.12%0.20%0.28%Q2 2022Q4 20222
Lourd Capital, LLC 110.15%0.15%0.15%Q4 2018Q4 20181
HNP Capital LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Edge Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
NEW ENGLAND ASSET MANAGEMENT INC 110.12%0.12%0.12%Q2 2014Q2 20141
Pensionmark Financial Group, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Hoxton Financial, Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Advisors Preferred, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
KING LUTHER CAPITAL MANAGEMENT CORP 110.01%0.01%0.01%Q2 2016Q2 20161
FULTON BANK, N.A. 110.01%0.01%0.01%Q4 2023Q4 20231
Spire Wealth Management 110.00%0.00%0.00%Q3 2021Q3 20211
MUNDER CAPITAL MANAGEMENT 110.00%0.00%0.00%Q2 2013Q2 20131
Wall Capital Group, Inc. 110.96%0.96%0.96%Q4 2018Q4 20181
Park Place Capital Corp 110.29%0.29%0.29%Q2 2023Q2 20231
JNBA Financial Advisors 110.01%0.01%0.01%Q1 2023Q1 20231
COBIZ WEALTH, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
USA FINANCIAL FORMULAS 110.08%0.08%0.08%Q2 2015Q2 20151
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
BerganKDV Wealth Management, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Field & Main Bank 110.10%0.10%0.10%Q3 2023Q3 20231
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q2 2018Q2 20181
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q3 2015Q3 20151
WEALTHFRONT Corp 110.00%0.00%0.00%Q1 2014Q1 20141
Highwater Wealth Management, LLC 111.71%1.71%1.71%Q3 2019Q3 20191
TIAA Kaspick, LLC 110.80%0.80%0.80%Q2 2020Q2 20201
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2022Q4 20221
FIRST HORIZON CORP 110.02%0.02%0.02%Q2 2013Q2 20131
TIAA, FSB 110.00%0.00%0.00%Q1 2023Q1 20231
Corbenic Partners LLC 110.02%0.02%0.02%Q4 2014Q4 20141
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PRW Wealth Management LLC 110.33%0.33%0.33%Q2 2021Q2 20211
Financial Advantage, Inc. 110.06%0.06%0.06%Q4 2013Q4 20131
Shamrock Asset Management LLC 110.00%0.00%0.00%Q2 2014Q2 20141
LS Investment Advisors, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Sowell Financial Services LLC 110.00%0.00%0.00%Q4 2016Q4 20161
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.02%0.02%0.02%Q2 2020Q2 20201
PARK AVENUE SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Financial Gravity Asset Management, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
BRR OpCo, LLC 110.05%0.05%0.05%Q3 2019Q3 20191
Sand Hill Global Advisors, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Chicago Partners Investment Group LLC 110.02%0.02%0.02%Q4 2022Q4 20221
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q2 2013Q2 20131
RFG Advisory, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Simply Money Advisors 110.00%0.00%0.00%Q2 2013Q2 20131
ROGCO, LP 110.17%0.17%0.17%Q3 2023Q3 20231
Reliant Wealth Planning 1112.18%12.18%12.18%Q1 2020Q1 20201
DOWLING & YAHNKE LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Ignite Planners, LLC 110.15%0.15%0.15%Q2 2023Q2 20231
FIRST FINANCIAL CORP /IN/ 110.04%0.04%0.04%Q3 2023Q3 20231
CLEAR STREET MARKETS LLC 111.19%1.19%1.19%Q2 2013Q2 20131
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q1 2017Q1 20171
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 110.19%0.19%0.19%Q2 2019Q2 20191
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
CALTON & ASSOCIATES, INC. 110.03%0.03%0.03%Q4 2017Q4 20171
TOBIAS FINANCIAL ADVISORS, INC. 110.09%0.09%0.09%Q4 2019Q4 20191
New World Advisors LLC 114.40%4.40%4.40%Q4 2022Q4 20221
Verition Fund Management LLC 110.05%0.05%0.05%Q1 2018Q1 20181
Ground Swell Capital, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
COMMUNITY TRUST & INVESTMENT CO 110.02%0.02%0.02%Q4 2020Q4 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Frontier Wealth Management LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Fund Evaluation Group, LLC 110.99%0.99%0.99%Q1 2020Q1 20201
Bogart Wealth, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Peak Financial Management, Inc. 110.13%0.13%0.13%Q4 2015Q4 20151
Kovitz Investment Group Partners, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
QUADRANT CAPITAL GROUP LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Elite Wealth Management, Inc. 110.02%0.02%0.02%Q1 2014Q1 20141
Compass Ion Advisors, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
OLD MISSION CAPITAL, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
Atwater Malick LLC 110.03%0.03%0.03%Q3 2019Q3 20191
Rockbridge Investment Management, LCC 110.00%0.00%0.00%Q1 2021Q1 20211
Veritable, L.P. 110.00%0.00%0.00%Q4 2013Q4 20131
MACKAY SHIELDS LLC 110.03%0.03%0.03%Q1 2018Q1 20181
Mariner, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Platte River Wealth Advisors, LLC 110.14%0.14%0.14%Q4 2019Q4 20191
REGIMEN WEALTH, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
GREAT VALLEY ADVISOR GROUP, INC. 110.23%0.23%0.23%Q4 2018Q4 20181
TIAA CREF TRUST CO FSB/MO 110.01%0.01%0.01%Q3 2015Q3 20151
FINANCIAL COUNSELORS INC 110.04%0.04%0.04%Q3 2023Q3 20231
Alpha Omega Wealth Management LLC 110.02%0.02%0.02%Q1 2019Q1 20191
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q3 2020Q3 20201
GoalVest Advisory LLC 110.01%0.01%0.01%Q4 2023Q4 20231
CLEARY GULL INC. 110.18%0.18%0.18%Q1 2015Q1 20151
EASTERN BANK 110.02%0.02%0.02%Q3 2017Q3 20171
Ameritas Investment Company, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Sturgeon Ventures LLP 110.09%0.09%0.09%Q1 2018Q1 20181
CarsonAllaria Wealth Management, Ltd. 110.00%0.00%0.00%Q4 2021Q4 20211
Virtu Financial LLC 110.08%0.08%0.08%Q3 2017Q3 20171
Private Ocean, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
FIFTH THIRD SECURITIES, INC. 110.08%0.08%0.08%Q2 2019Q2 20191
ROCKLAND TRUST CO 110.02%0.02%0.02%Q3 2022Q3 20221
Capital Analysts, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Fiera Capital Corp 110.02%0.02%0.02%Q4 2018Q4 20181
ROPES WEALTH ADVISORS LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Beverly Hills Private Wealth, LLC 110.40%0.40%0.40%Q4 2022Q4 20221
Archer Investment Corp 110.17%0.17%0.17%Q1 2019Q1 20191
CANTOR FITZGERALD, L. P. 110.01%0.01%0.01%Q2 2022Q2 20221
Balentine LLC 110.00%0.00%0.00%Q4 2022Q4 20221
C-J Advisory, Inc. 110.02%0.02%0.02%Q3 2019Q3 20191
One Capital Management, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
PARSONS CAPITAL MANAGEMENT INC/RI 110.01%0.01%0.01%Q1 2015Q1 20151
ADIRONDACK TRUST CO 110.06%0.06%0.06%Q4 2018Q4 20181
Argent Advisors, Inc. 110.23%0.23%0.23%Q2 2020Q2 20201
TFC Financial Management, Inc. 113.12%3.12%3.12%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HARBOUR INVESTMENTS, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Concert Wealth Management Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
Orgel Wealth Management, LLC 110.15%0.15%0.15%Q4 2016Q4 20161
Legacy Advisors, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Global Wealth Strategies & Associates 110.01%0.01%0.01%Q4 2022Q4 20221
Tri-Star Advisors Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
DAVIDSON INVESTMENT ADVISORS 110.02%0.02%0.02%Q2 2013Q2 20131
VICTORY CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2014Q4 20141
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Raab & Moskowitz Asset Management LLC 110.03%0.03%0.03%Q4 2014Q4 20141
V Wealth Advisors LLC 110.30%0.30%0.30%Q3 2020Q3 20201
Advisor OS, LLC 117.87%7.87%7.87%Q2 2020Q2 20201
LOGAN CAPITAL MANAGEMENT INC 110.10%0.10%0.10%Q4 2022Q4 20221
Cherry Tree Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Envestnet Portfolio Solutions, Inc. 110.37%0.37%0.37%Q3 2023Q3 20231
Indiana Trust & Investment Management CO 110.24%0.24%0.24%Q3 2023Q3 20231
External links

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