ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MUFG Americas Holdings Corp 48480.00%0.19%0.66%Q4 2010Q3 202248
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1510.00%0.00%0.01%Q4 2013Q3 202347
KEYBANK NATIONAL ASSOCIATION/OH 44440.01%0.06%0.18%Q4 2012Q3 202344
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.12%0.97%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.02%0.03%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.03%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.03%0.44%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.04%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.04%0.10%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.07%0.20%Q2 2013Q3 202342
JAMES INVESTMENT RESEARCH INC 42420.03%0.08%0.16%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.01%0.02%Q2 2013Q3 202342
ClearBridge Investments 42420.00%0.01%0.02%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.04%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.03%0.06%Q2 2013Q3 202342
ROCKLAND TRUST CO 42420.04%0.09%0.24%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.10%0.90%Q2 2013Q3 202341
ASSETMARK, INC 41410.06%0.47%1.99%Q3 2013Q3 202341
GOLDMAN SACHS GROUP INC 1510.00%0.00%0.01%Q1 2012Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.04%Q2 2013Q3 202341
Checchi Capital Advisers, LLC 40400.07%0.40%1.13%Q4 2013Q3 202340
Gradient Investments LLC 2210.00%0.07%1.40%Q2 2013Q3 202340
NORTHERN TRUST CORP 39390.00%0.00%0.00%Q2 2013Q4 202239
Cambridge Investment Research Advisors, Inc. 37370.01%0.02%0.05%Q3 2014Q3 202337
FIFTH THIRD BANCORP 3110.00%0.00%0.01%Q2 2013Q3 202337
UBS Group AG 36360.01%0.17%0.53%Q4 2014Q3 202336
IndexIQ Advisors LLC 36360.00%0.21%0.70%Q2 2013Q1 202236
SONATA CAPITAL GROUP INC 36360.12%0.28%0.42%Q4 2014Q3 202336
CITIGROUP INC 3310.00%0.00%0.00%Q2 2013Q2 202335
TRUIST FINANCIAL CORP 2590.01%0.25%0.69%Q2 2013Q3 202334
BARCLAYS PLC 2610.00%0.00%0.01%Q2 2013Q2 202333
Ameritas Investment Partners, Inc. 33330.00%0.01%0.04%Q4 2014Q4 202233
PICTET ASSET MANAGEMENT LTD 33330.01%0.01%0.02%Q2 2013Q2 202133
EDMOND DE ROTHSCHILD HOLDING S.A. 3030.00%0.01%0.02%Q2 2015Q3 202333
MML INVESTORS SERVICES, LLC 2670.00%0.37%2.28%Q2 2015Q3 202333
Anchor Investment Management, LLC 32320.00%0.01%0.01%Q1 2016Q4 202332
NOMURA ASSET MANAGEMENT CO LTD 1510.00%0.02%0.09%Q2 2013Q3 202332
CWM, LLC 2310.00%0.54%1.77%Q4 2013Q3 202332
BlackRock Inc. 32320.00%0.01%0.02%Q4 2015Q3 202332
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 32320.02%0.08%0.15%Q2 2013Q1 202132
Cetera Advisor Networks LLC 1120.00%0.03%0.12%Q4 2013Q3 202332
IFP Advisors, Inc 17140.00%0.01%0.06%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.49%2.02%Q1 2016Q3 202331
Brinker Capital Investments, LLC 31310.06%0.22%1.26%Q2 2013Q4 202031
BLAIR WILLIAM & CO/IL 30300.00%0.01%0.01%Q2 2016Q3 202330
Citadel Advisors 1310.00%0.00%0.01%Q1 2014Q3 202329
BOYS ARNOLD & CO INC 28280.20%0.45%1.10%Q2 2013Q1 202028
WESBANCO BANK INC 18100.01%0.02%0.04%Q2 2016Q2 202328
Snowden Capital Advisors LLC 1910.02%0.16%0.32%Q1 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.01%0.20%1.25%Q4 2016Q3 202328
SEI INVESTMENTS CO 15130.00%0.02%0.25%Q3 2015Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.07%Q2 2013Q4 201927
Janney Montgomery Scott LLC 27270.01%0.06%0.14%Q1 2017Q3 202327
Steward Partners Investment Advisory, LLC 26260.00%0.06%0.12%Q2 2017Q3 202326
AE Wealth Management LLC 26260.06%1.25%2.33%Q2 2017Q3 202326
Raymond James Financial Services Advisors, Inc. 2150.00%0.01%0.02%Q1 2017Q3 202326
Destination Wealth Management 26260.36%0.46%0.56%Q2 2017Q3 202326
Harel Insurance Investments & Financial Services Ltd. 1150.00%0.05%0.17%Q1 2016Q3 202326
SeaBridge Investment Advisors LLC 26260.24%0.73%1.20%Q1 2016Q2 202226
BOSTON ADVISORS LLC 25250.01%0.03%0.12%Q2 2013Q2 201925
AllSquare Wealth Management LLC 25250.01%0.01%0.01%Q3 2017Q3 202325
JANE STREET GROUP, LLC 610.00%0.05%0.32%Q1 2014Q3 202325
Simplicity Solutions, LLC 1510.01%1.22%2.72%Q4 2014Q3 202325
CAPTRUST FINANCIAL ADVISORS 1410.00%0.00%0.01%Q3 2013Q2 202325
JPMORGAN CHASE & CO 2050.00%0.00%0.00%Q4 2015Q3 202325
DEUTSCHE BANK AG\ 1610.00%0.00%0.01%Q3 2013Q3 202324
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 24240.08%0.11%0.20%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
TRUST DEPARTMENT MB FINANCIAL BANK N A 24240.03%0.06%0.12%Q2 2013Q1 201924
Kingfisher Capital LLC 1490.26%0.88%1.84%Q2 2013Q3 202323
Advisory Services Network, LLC 1130.00%0.01%0.02%Q4 2015Q1 202323
BB&T SECURITIES, LLC 1410.00%0.03%0.08%Q2 2013Q3 201923
COMERICA BANK 2010.00%0.00%0.03%Q2 2013Q3 202323
MONROE BANK & TRUST/MI 23230.06%0.11%0.28%Q2 2013Q4 201823
PFG Advisors 1750.03%0.37%1.07%Q4 2017Q3 202322
COURIER CAPITAL LLC 22220.05%0.11%0.21%Q2 2013Q3 201822
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1480.16%0.42%0.79%Q1 2018Q3 202322
CAHABA WEALTH MANAGEMENT, INC. 22220.05%0.19%0.42%Q2 2018Q3 202322
OmniStar Financial Group, Inc. 21210.25%0.33%0.42%Q4 2017Q4 202221
OPTIMUM INVESTMENT ADVISORS 1470.00%0.01%0.02%Q3 2013Q2 202121
Psagot Value Holdings Ltd. 21210.00%0.03%0.06%Q2 2013Q2 201821
Private Advisor Group, LLC 810.00%0.01%0.03%Q3 2014Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.13%0.30%Q3 2018Q3 202321
FMR LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1710.06%0.23%1.90%Q1 2017Q3 202220
STIFEL FINANCIAL CORP 1410.00%0.11%0.26%Q1 2015Q3 202320
Global Wealth Management Investment Advisory, Inc. 20200.62%2.30%3.62%Q4 2018Q3 202320
Asset Management One Co., Ltd. 20200.03%0.25%0.53%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
FinTrust Capital Advisors, LLC 20200.03%0.09%0.16%Q4 2018Q3 202320
SECURIAN ASSET MANAGEMENT, INC 20200.17%0.24%0.44%Q4 2018Q3 202320
Parallel Advisors, LLC 1370.00%0.00%0.01%Q4 2017Q3 202320
CAPRIN ASSET MANAGEMENT LLC /ADV 1610.04%0.23%0.32%Q4 2016Q4 202220
Rockefeller Capital Management L.P. 19190.00%0.01%0.02%Q1 2019Q3 202319
Wealthstar Advisors, LLC 1090.31%0.54%0.95%Q1 2018Q3 202319
Creative Planning 610.00%0.00%0.00%Q2 2013Q3 202319
RAYMOND JAMES TRUST N.A. 1420.01%0.01%0.02%Q3 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Arden Trust Co 19190.18%0.62%1.77%Q2 2019Q4 202319
SCOTIA CAPITAL INC. 19190.00%0.01%0.01%Q1 2019Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.08%0.11%0.14%Q1 2019Q3 202319
Private Capital Group, LLC 18180.02%0.02%0.02%Q4 2017Q1 202218
GREENLEAF TRUST 1440.00%0.01%0.02%Q4 2015Q3 202318
Truvestments Capital LLC 1530.02%0.36%0.77%Q1 2019Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.02%0.06%Q2 2013Q3 201718
Fisher Asset Management, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
RHS Financial, LLC 18180.23%1.23%3.27%Q2 2019Q3 202318
Diligent Investors, LLC 18180.63%1.09%1.64%Q2 2019Q3 202318
VICUS CAPITAL 18180.04%0.05%0.07%Q3 2016Q4 202018
Manning & Napier Group, LLC 18180.02%0.22%0.40%Q2 2019Q3 202318
ALTERNA WEALTH MANAGEMENT, INC 980.15%1.04%1.52%Q4 2018Q3 202317
Cetera Advisors LLC 910.00%0.05%0.14%Q1 2017Q3 202317
Smithfield Trust Co 17170.00%0.00%0.01%Q4 2013Q4 201717
Integrated Wealth Concepts LLC 17170.01%0.03%0.05%Q3 2019Q3 202317
MA Private Wealth 1430.09%0.22%0.55%Q4 2018Q3 202317
WEBSTER BANK, N. A. 17170.00%0.00%0.00%Q3 2018Q3 202217
ISLAY CAPITAL MANAGEMENT, LLC 16160.03%0.07%0.18%Q4 2019Q3 202316
Global Retirement Partners, LLC 710.00%0.01%0.04%Q4 2016Q3 202316
NEXT Financial Group, Inc 810.00%0.01%0.04%Q3 2014Q4 202116
WEALTHSOURCE PARTNERS, LLC 1310.02%0.06%0.18%Q2 2019Q3 202316
Patten Group, Inc. 1510.00%0.01%0.02%Q4 2014Q4 201816
Cornerstone Wealth Management, LLC 16160.07%0.11%0.18%Q1 2017Q4 202016
Brown Advisory Securities, LLC 16160.05%0.11%0.17%Q2 2015Q1 201916
BENJAMIN F. EDWARDS & COMPANY, INC. 1060.00%0.02%0.03%Q2 2013Q4 202216
Venture Visionary Partners LLC 16160.06%0.18%0.40%Q4 2019Q3 202316
Avidian Wealth Solutions, LLC 16160.05%1.47%2.31%Q4 2019Q3 202316
FDx Advisors, Inc. 920.01%0.84%2.59%Q2 2013Q3 202315
MetLife Investment Management, LLC 15150.26%0.37%0.57%Q1 2020Q3 202315
Full Sail Capital, LLC 15150.02%0.05%0.10%Q1 2019Q3 202215
CIBC WORLD MARKET INC. 960.00%0.00%0.00%Q4 2016Q3 202315
Stratos Wealth Partners, LTD. 1120.00%0.01%0.02%Q4 2017Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.03%0.06%Q1 2020Q3 202315
Brookstone Capital Management 1310.01%0.51%1.15%Q1 2019Q3 202315
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 870.00%0.00%0.00%Q4 2019Q3 202315
Sandy Spring Bank 1120.00%0.00%0.00%Q3 2017Q3 202315
Bogart Wealth, LLC 15150.00%0.41%2.05%Q1 2020Q3 202315
BlackRock Japan Co. Ltd 15150.00%0.00%0.00%Q2 2013Q4 201615
HHM Wealth Advisors, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Canal Capital Management, LLC 15150.49%2.07%5.40%Q4 2014Q2 201815
First Horizon Advisors, Inc. 810.00%0.00%0.01%Q2 2018Q3 202315
MSI Financial Services Inc 15150.01%0.02%0.09%Q2 2013Q4 201615
UBS ASSET MANAGEMENT AMERICAS INC 1410.00%0.00%0.01%Q4 2015Q3 201915
CAPE COD FIVE CENTS SAVINGS BANK 15150.03%0.15%1.20%Q1 2020Q3 202315
Stadion Money Management, LLC 15150.47%0.58%0.79%Q4 2018Q2 202215
Advisor Group, Inc. 15150.01%0.02%0.03%Q2 2016Q4 201915
PARK AVENUE SECURITIES LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
OLD MISSION CAPITAL LLC 510.02%0.20%0.80%Q2 2018Q2 202314
Independent Portfolio Consultants, Inc. 14140.00%0.09%0.28%Q1 2014Q2 201714
Atria Investments, Inc 910.02%0.06%0.11%Q4 2013Q3 202314
Capital Investment Advisory Services, LLC 1130.00%0.00%0.01%Q1 2020Q3 202314
LINCOLN NATIONAL CORP 14140.01%0.01%0.01%Q3 2019Q4 202214
HSBC HOLDINGS PLC 14140.00%0.02%0.04%Q2 2020Q3 202314
AdvisorNet Financial, Inc 1220.00%0.00%0.00%Q4 2017Q3 202314
Sigma Planning Corp 1310.01%0.02%0.05%Q2 2018Q1 202214
Winfield Associates, Inc. 14140.01%0.01%0.01%Q3 2014Q4 201714
COLONY GROUP LLC 14140.01%0.02%0.04%Q1 2019Q2 202214
Kestra Advisory Services, LLC 13130.01%0.03%0.05%Q3 2020Q3 202313
AMG National Trust Bank 13130.01%0.05%0.07%Q2 2020Q2 202313
Larson Financial Group LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
JNBA Financial Advisors 1210.00%0.00%0.01%Q1 2016Q4 202113
HUNTINGTON NATIONAL BANK 610.00%0.00%0.00%Q3 2016Q3 202313
B. Riley Wealth Advisors, Inc. 13130.01%0.01%0.01%Q3 2020Q3 202313
UNITED CAPITAL FINANCIAL ADVISORS, LLC 810.00%0.19%0.57%Q2 2013Q4 202213
MV CAPITAL MANAGEMENT, INC. 13130.01%0.01%0.02%Q4 2014Q4 201713
Hexagon Capital Partners LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
Endurance Wealth Management, Inc. 13130.00%0.00%0.00%Q2 2020Q2 202313
Bluefin Trading, LLC 610.03%0.75%2.91%Q2 2013Q4 201713
WT Wealth Management 12120.10%3.39%6.36%Q2 2020Q1 202312
Destiny Wealth Partners, LLC 12120.05%0.09%0.16%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.53%1.25%3.03%Q4 2020Q3 202312
Mirae Asset Global Investments Co., Ltd. 12120.00%0.05%0.09%Q4 2020Q3 202312
Virtu KCG Holdings LLC 810.00%0.04%0.19%Q3 2013Q2 201712
SALEM INVESTMENT COUNSELORS INC 12120.00%0.00%0.00%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.37%0.44%0.52%Q4 2018Q3 202112
Cetera Investment Advisers 12120.01%0.02%0.06%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
ADE, LLC 12120.37%1.05%2.55%Q4 2020Q3 202312
IVC Wealth Advisors LLC 12121.48%1.72%2.29%Q4 2020Q3 202312
Sound Income Strategies, LLC 1020.00%0.04%0.11%Q4 2017Q3 202312
KESTRA PRIVATE WEALTH SERVICES, LLC 840.02%0.07%0.17%Q3 2020Q3 202312
NewEdge Wealth, LLC 12120.40%1.01%3.23%Q4 2020Q3 202312
Bellwether Advisors, LLC 12120.46%1.66%3.60%Q4 2020Q3 202312
LYELL WEALTH MANAGEMENT, LP 12120.06%0.12%0.18%Q4 2020Q3 202312
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 12120.01%0.01%0.02%Q2 2013Q1 201612
Ledyard National Bank 12120.00%0.01%0.03%Q2 2013Q1 201612
McKinley Carter Wealth Services, Inc. 12120.04%0.76%0.96%Q4 2020Q3 202312
Renaissance Technologies 510.00%0.00%0.00%Q4 2017Q4 202212
1832 Asset Management L.P. 12120.00%0.10%0.28%Q4 2020Q3 202312
HARBOR INVESTMENT ADVISORY, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
LifePlan Financial Group, Inc 11110.02%0.02%0.03%Q1 2018Q3 202011
Prospera Financial Services Inc 830.01%0.03%0.07%Q2 2019Q2 202211
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 11110.09%0.22%0.41%Q1 2021Q3 202311
Shelter Mutual Insurance Co 11111.83%2.33%3.90%Q1 2021Q3 202311
ETRADE Capital Management LLC 11116.75%8.08%10.17%Q2 2013Q4 201511
Spectrum Management Group, LLC 11110.00%0.12%1.27%Q1 2020Q3 202211
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 11110.18%0.32%0.69%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Carmichael Hill & Associates, Inc. 11110.00%0.00%0.01%Q4 2019Q2 202211
Lloyd Advisory Services, LLC. 11110.28%0.35%0.42%Q4 2019Q2 202211
BLACKROCK ADVISORS LLC 11110.00%0.00%0.01%Q2 2014Q4 201611
Allworth Financial LP 1010.00%1.16%2.06%Q4 2019Q3 202311
AlphaStar Capital Management, LLC 11110.04%0.08%0.13%Q3 2020Q1 202311
Aveo Capital Partners, LLC 310.49%0.84%1.44%Q2 2017Q3 202311
Allianz Asset Management GmbH 920.00%0.04%0.11%Q3 2017Q2 202011
Carroll Financial Associates, Inc. 830.01%0.01%0.02%Q2 2015Q4 202111
MD Financial Management Inc. 11110.81%1.75%3.10%Q2 2019Q4 202111
Hilltop Holdings Inc. 1010.10%0.13%0.14%Q1 2015Q4 201711
SUNTRUST BANKS INC 830.02%0.14%0.44%Q2 2013Q3 201911
HighMark Wealth Management LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
STATE OF WISCONSIN INVESTMENT BOARD 11110.02%0.04%0.06%Q1 2020Q3 202211
First Heartland Consultants, Inc. 910.01%0.06%0.12%Q2 2013Q3 202211
Selective Wealth Management, Inc. 11110.00%0.01%0.02%Q1 2020Q3 202211
Smith, Salley & Associates 11110.02%0.46%0.76%Q1 2021Q3 202311
Canton Hathaway, LLC 650.00%0.01%0.01%Q4 2020Q3 202311
55I, LLC 820.02%0.14%0.41%Q4 2018Q1 202210
Valmark Advisers, Inc. 730.00%1.26%2.07%Q2 2020Q3 202310
Prestige Wealth Management Group LLC 550.01%0.02%0.05%Q4 2018Q2 202110
CLEAR STREET MARKETS LLC 310.00%0.34%1.86%Q2 2013Q1 202310
BlackRock Investment Management, LLC 520.00%0.00%0.01%Q1 2014Q4 201610
Physician Wealth Advisors, Inc. 10100.10%0.17%0.27%Q2 2020Q3 202210
Newbridge Financial Services Group, Inc. 10100.00%0.01%0.02%Q1 2021Q2 202310
Sowell Financial Services LLC 710.02%0.07%0.13%Q4 2018Q1 202310
Van Hulzen Asset Management, LLC 10100.03%0.04%0.05%Q2 2021Q3 202310
FARMERS & MERCHANTS INVESTMENTS INC 820.00%0.01%0.01%Q2 2019Q2 202210
Ancora Advisors LLC 10100.00%0.00%0.00%Q1 2020Q2 202210
WealthPLAN Partners, LLC 820.02%0.03%0.04%Q2 2020Q2 202310
Commonwealth Financial Services, LLC 10100.02%0.02%0.06%Q4 2014Q1 201710
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.03%Q1 2021Q3 202310
Foundations Investment Advisors, LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
Compagnie Lombard Odier SCmA 10100.01%0.05%0.08%Q2 2021Q3 202310
Birchcreek Wealth Management, LLC 10100.32%0.53%0.74%Q4 2020Q1 202310
NWAM LLC 10100.05%0.09%0.12%Q4 2020Q1 202310
Edgemoor Investment Advisors, Inc. 910.03%0.76%1.36%Q2 2020Q3 202310
BerganKDV Wealth Management, LLC 10100.14%0.25%0.33%Q1 2021Q2 202310
CITY HOLDING CO 610.00%0.00%0.01%Q3 2015Q1 202310
Beaumont Financial Partners, LLC 210.02%0.36%1.96%Q2 2013Q4 202110
Ratio Wealth Group 610.44%1.85%3.90%Q4 2020Q3 20239
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 990.00%1.00%3.05%Q4 2013Q4 20159
Wealthcare Advisory Partners LLC 810.00%0.00%0.01%Q2 2018Q1 20219
Intelligence Driven Advisers, LLC 990.08%0.52%0.87%Q2 2021Q2 20239
Golden State Equity Partners 630.13%0.21%0.46%Q4 2020Q3 20239
Accel Wealth Management 990.00%0.09%0.18%Q4 2020Q4 20229
3EDGE Asset Management, LP 990.14%0.19%0.27%Q2 2020Q2 20229
Cribstone Capital Management, LLC 990.00%0.05%0.10%Q2 2016Q2 20189
Patriot Financial Group Insurance Agency, LLC 990.02%0.04%0.05%Q1 2018Q1 20209
Delos Wealth Advisors, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
SYNOVUS FINANCIAL CORP 410.00%0.00%0.01%Q2 2017Q1 20229
One Wealth Advisors, LLC 810.04%0.18%0.65%Q1 2020Q4 20229
LAZARD ASSET MANAGEMENT LLC 990.00%0.00%0.01%Q4 2014Q4 20169
ARKANSAS FINANCIAL GROUP, INC. 990.16%0.28%0.33%Q4 2013Q4 20159
FLAGSTAR ADVISORS INC 990.08%0.12%0.18%Q3 2021Q3 20239
ASHFORD CAPITAL MANAGEMENT INC 990.12%0.76%1.12%Q1 2016Q1 20189
Baird Financial Group, Inc. 990.00%0.01%0.01%Q3 2020Q3 20229
RELIANCE TRUST CO OF DELAWARE 720.10%1.49%1.85%Q2 2013Q4 20169
CENTRAL TRUST Co 990.00%0.00%0.00%Q4 2014Q4 20169
Lion Street Advisors, LLC 990.28%0.51%0.65%Q3 2021Q3 20239
Archer Investment Corp 990.03%0.04%0.06%Q3 2021Q3 20239
Bison Wealth, LLC 810.00%0.02%0.15%Q1 2016Q3 20219
Clearstead Advisors, LLC 880.00%0.01%0.05%Q4 2021Q3 20238
MANAGED ACCOUNT ADVISORS LLC 880.00%0.00%0.00%Q3 2013Q2 20158
New Legacy Group, LLC 880.09%0.77%1.16%Q4 2021Q3 20238
MERCER GLOBAL ADVISORS INC /ADV 410.00%0.01%0.06%Q1 2021Q2 20238
Advocacy Wealth Management Services, LLC 410.00%1.61%3.48%Q2 2013Q4 20178
AIRE ADVISORS, LLC 880.87%1.26%1.62%Q4 2021Q3 20238
RiverFront Investment Group, LLC 880.30%2.07%4.81%Q4 2008Q3 20108
J.W. COLE ADVISORS, INC. 410.01%0.03%0.13%Q3 2020Q3 20238
Compass Financial Group, Inc. 883.67%4.24%5.58%Q3 2020Q2 20228
Mizuho Securities Co. Ltd. 880.00%0.00%0.01%Q4 2020Q3 20228
EP Wealth Advisors, LLC 410.00%0.01%0.01%Q4 2020Q3 20238
Sage Advisory Services, Ltd.Co. 884.30%4.75%5.04%Q2 2013Q1 20158
BlackRock Fund Advisors 880.02%0.03%0.04%Q1 2015Q4 20168
Banco Santander, S.A. 880.00%0.13%0.21%Q4 2021Q3 20238
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q2 2017Q1 20218
Security Financial Services, INC. 880.14%0.25%0.37%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.01%0.01%0.01%Q3 2021Q2 20238
Key FInancial Inc 880.00%0.00%0.00%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.08%0.13%0.22%Q4 2021Q3 20238
Sumitomo Mitsui Trust Holdings, Inc. 880.00%0.01%0.04%Q3 2019Q2 20218
Peterson Financial Group, Inc. 880.44%0.61%0.93%Q4 2021Q3 20238
NewEdge Advisors, LLC 880.01%0.05%0.08%Q4 2021Q3 20238
Quent Capital, LLC 880.00%0.12%0.81%Q4 2021Q3 20238
MARIPAU WEALTH MANAGEMENT LLC 880.54%0.81%1.09%Q4 2021Q3 20238
Goodwin Investment Advisory 880.00%0.07%0.09%Q4 2021Q3 20238
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q3 2017Q3 20238
ASB Consultores, LLC 880.14%0.19%0.38%Q4 2021Q3 20238
Teza Capital Management LLC 880.04%0.09%0.15%Q2 2020Q1 20228
Catalyst Capital Advisors LLC 880.01%0.01%0.02%Q2 2020Q1 20228
Sargent Bickham Lagudis LLC 880.00%0.01%0.02%Q1 2016Q4 20178
D.A. DAVIDSON & CO. 880.00%0.01%0.01%Q2 2013Q1 20158
KANALY TRUST CO 880.03%0.04%0.06%Q2 2013Q1 20158
Clearview Wealth Advisors LLC 880.01%0.07%0.08%Q4 2020Q3 20228
Realta Investment Advisors 420.00%0.00%0.01%Q1 2019Q3 20238
WealthShield Partners, LLC 510.00%0.03%0.03%Q4 2017Q1 20218
M&T BANK CORP 620.00%0.06%0.10%Q3 2020Q3 20238
Placemark Investments, Inc. 770.07%0.09%0.12%Q2 2013Q4 20147
Pantheon Investment Group, LLC 770.20%0.42%0.65%Q2 2020Q4 20217
MCF Advisors LLC 770.02%1.55%2.43%Q1 2022Q3 20237
MATHER GROUP, LLC. 610.01%0.26%0.93%Q4 2020Q3 20237
Apriem Advisors 770.01%0.01%0.01%Q2 2013Q4 20147
AMI INVESTMENT MANAGEMENT INC 210.08%0.11%0.18%Q4 2013Q2 20167
Delek Group, Ltd. 770.02%0.05%0.09%Q4 2017Q2 20197
Newport Capital Group, LLC 610.16%0.18%0.20%Q4 2020Q3 20227
Charter Oak Capital Management, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
Raleigh Capital Management Inc. 770.02%0.03%0.05%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.03%0.03%0.04%Q1 2022Q3 20237
MEITAV INVESTMENT HOUSE LTD 510.00%0.01%0.01%Q2 2018Q2 20237
Center For Asset Management LLC 771.21%2.29%3.14%Q1 2022Q3 20237
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 770.01%0.02%0.03%Q1 2022Q3 20237
NOESIS CAPITAL MANGEMENT CORP 770.06%0.07%0.08%Q1 2022Q3 20237
Cornerstone Financial Partners, LLC 770.08%0.68%1.06%Q2 2016Q4 20177
OneDigital Investment Advisors LLC 520.01%0.07%0.12%Q3 2021Q3 20237
TUCKER ASSET MANAGEMENT LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Investors Research Corp 430.00%0.00%0.00%Q4 2021Q3 20237
Weaver Consulting Group 770.03%0.07%0.09%Q1 2019Q3 20207
Meiji Yasuda Life Insurance Co 770.93%1.15%1.40%Q1 2022Q3 20237
Csenge Advisory Group 310.07%0.10%0.14%Q3 2020Q3 20237
Sensible Financial Planning & Management, LLC. 777.69%14.37%16.18%Q1 2022Q3 20237
Koshinski Asset Management, Inc. 430.00%0.02%0.04%Q3 2021Q3 20237
Koss-Olinger Consulting, LLC 770.05%0.07%0.10%Q1 2022Q3 20237
SeaCrest Wealth Management, LLC 610.01%0.01%0.02%Q4 2017Q2 20227
Savior LLC 770.01%0.01%0.01%Q4 2019Q2 20217
Livingston Group Asset Management CO (operating as Southport Capital Management) 770.05%0.10%0.12%Q3 2020Q1 20227
CreativeOne Wealth, LLC 430.01%0.02%0.03%Q3 2021Q3 20237
Investors Capital Advisory Services 430.05%0.05%0.06%Q3 2014Q2 20167
Hudson Capital Management LLC 770.21%0.31%0.39%Q4 2017Q2 20197
Fosun International Ltd 520.22%1.88%3.27%Q4 2019Q4 20217
NATIONAL BANK OF CANADA /FI/ 430.00%0.00%0.00%Q4 2021Q3 20237
ROBSHAW & JULIAN ASSOCIATES INC 770.15%0.24%0.42%Q4 2015Q2 20177
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.01%0.02%Q2 2013Q4 20147
Continuum Advisory, LLC 770.06%0.09%0.13%Q1 2022Q3 20237
Transamerica Financial Advisors, Inc. 510.01%0.02%0.11%Q1 2015Q2 20206
Azimuth Capital Management LLC 660.01%0.01%0.01%Q4 2020Q1 20226
CREDIT SUISSE AG/ 510.00%0.00%0.00%Q1 2013Q1 20156
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.00%0.00%Q1 2021Q4 20226
LIBERTY WEALTH MANAGEMENT LLC 660.03%0.04%0.05%Q2 2020Q3 20216
Mosaic Family Wealth, LLC 660.11%0.54%0.99%Q4 2017Q1 20196
Tradewinds Capital Management, LLC 420.00%0.00%0.00%Q1 2021Q4 20226
BARINGS LLC 660.06%0.30%0.64%Q3 2019Q4 20206
CAPITAL ONE FINANCIAL CORP 662.75%3.59%4.43%Q4 2020Q1 20226
Intrua Financial, LLC 660.06%0.11%0.17%Q1 2021Q2 20226
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 510.32%0.85%1.15%Q3 2013Q1 20156
PRIVATE TRUST CO NA 660.00%0.01%0.02%Q2 2022Q3 20236
TORONTO DOMINION BANK 210.00%0.00%0.00%Q2 2019Q3 20236
Bedel Financial Consulting, Inc. 510.00%0.33%0.42%Q3 2018Q4 20216
Strategic Investment Advisors / MI 510.38%0.50%0.58%Q1 2022Q3 20236
HighTower Advisors, LLC 330.00%0.00%0.01%Q2 2019Q3 20236
Fermata Advisors, LLC 660.07%0.38%1.01%Q1 2021Q2 20226
SG Americas Securities, LLC 660.00%0.02%0.07%Q1 2016Q2 20176
Firestone Capital Management 660.00%0.00%0.01%Q2 2020Q3 20216
Betterment LLC 420.00%0.00%0.00%Q2 2020Q3 20236
Cordasco Financial Network 660.00%0.01%0.01%Q4 2013Q1 20156
BROWN BROTHERS HARRIMAN & CO 510.00%0.00%0.00%Q4 2014Q3 20236
Eudaimonia Partners, LLC 660.01%0.02%0.02%Q4 2019Q1 20216
TCI Wealth Advisors, Inc. 210.00%0.01%0.03%Q4 2012Q2 20226
New Millennium Group LLC 660.00%0.01%0.01%Q2 2022Q3 20236
RWA WEALTH PARTNERS, LLC 660.01%0.03%0.06%Q1 2017Q2 20186
CVA Family Office, LLC 420.02%0.02%0.03%Q1 2021Q3 20226
Congress Wealth Management LLC / DE / 420.00%0.02%0.06%Q4 2021Q3 20236
Glassy Mountain Advisors, Inc. 310.99%1.52%2.67%Q4 2021Q3 20236
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q2 2015Q3 20176
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Financial Network Wealth Management LLC 660.13%0.16%0.21%Q4 2020Q1 20226
HL FINANCIAL SERVICES LLC 660.02%0.03%0.03%Q2 2013Q3 20146
UBS AG 660.01%0.01%0.02%Q2 2013Q3 20146
Sanchez Wealth Management Group 660.25%3.88%8.88%Q2 2020Q3 20216
Strategic Blueprint, LLC 510.00%0.04%0.07%Q3 2019Q2 20226
Stratos Wealth Advisors, LLC 510.00%0.04%0.08%Q1 2020Q3 20236
SIGNATUREFD, LLC 310.00%0.00%0.00%Q2 2018Q3 20236
Trilogy Capital Inc. 660.85%1.02%1.24%Q2 2022Q3 20236
Saba Capital Management, L.P. 510.01%0.24%0.77%Q2 2013Q4 20146
Stifel Trust Company, N.A. 660.02%0.03%0.03%Q2 2013Q3 20146
Tolleson Wealth Management, Inc. 660.54%1.26%2.13%Q2 2022Q3 20236
FIRST NATIONAL CORP /MA/ /ADV 660.23%0.31%0.59%Q4 2018Q1 20206
Ausdal Financial Partners, Inc. 510.04%0.07%0.08%Q4 2015Q3 20226
DOW CHEMICAL CO /DE/ 660.39%1.36%2.04%Q2 2021Q3 20226
MONEY CONCEPTS CAPITAL CORP 320.00%0.00%0.00%Q4 2020Q4 20225
Merit Financial Group, LLC 550.14%0.17%0.19%Q3 2022Q3 20235
Global Wealth Strategies & Associates 550.00%0.61%2.95%Q4 2022Q4 20235
BESSEMER GROUP INC 210.00%0.00%0.00%Q4 2018Q4 20225
Meadow Creek Wealth Advisors LLC 410.43%0.53%0.70%Q4 2019Q3 20225
Avion Wealth 550.00%0.01%0.01%Q3 2022Q3 20235
Rehmann Capital Advisory Group 320.00%0.00%0.01%Q1 2018Q2 20195
Royal Fund Management, LLC 310.00%0.00%0.00%Q2 2018Q4 20195
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Fort Point Capital Partners LLC 550.03%0.04%0.07%Q3 2022Q3 20235
WIN ADVISORS, INC 550.00%0.00%0.00%Q4 2021Q4 20225
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 550.11%0.30%0.53%Q4 2019Q4 20205
Wealth & Pension Services Group, Inc. 551.19%1.34%1.72%Q3 2018Q3 20195
Mariner, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
TD Capital Management LLC 550.01%0.03%0.03%Q3 2022Q3 20235
TOWNSQUARE CAPITAL LLC 320.01%0.01%0.01%Q3 2021Q3 20235
Freedom Investment Management, Inc. 320.04%0.16%0.28%Q1 2013Q3 20155
TDAM USA INC. 550.01%0.01%0.01%Q2 2013Q2 20145
CITIZENS FINANCIAL GROUP INC/RI 550.01%0.01%0.01%Q4 2015Q4 20165
AlphaMark Advisors, LLC 320.00%0.03%0.07%Q2 2013Q3 20235
Verition Fund Management LLC 310.00%0.07%0.20%Q3 2020Q1 20235
EVERGREEN CAPITAL MANAGEMENT LLC 550.01%0.01%0.01%Q3 2022Q3 20235
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 550.12%0.93%4.02%Q4 2020Q4 20215
Ascent Group, LLC 320.12%0.19%0.28%Q4 2021Q3 20235
WBH ADVISORY INC 320.06%0.11%0.18%Q2 2022Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.00%0.00%0.01%Q4 2016Q4 20175
Long Run Wealth Advisors, LLC 554.48%7.45%11.92%Q3 2022Q3 20235
VALLEY NATIONAL ADVISERS INC 550.00%0.00%0.00%Q4 2020Q4 20215
Ruggie Capital Group 410.15%0.52%0.93%Q2 2018Q3 20195
SouthState Corp 320.01%0.01%0.02%Q3 2021Q1 20235
B.O.S.S. Retirement Advisors, LLC 550.14%0.15%0.16%Q4 2022Q4 20235
CAROLINAS WEALTH CONSULTING LLC 410.01%0.02%0.03%Q4 2021Q2 20235
Crewe Advisors LLC 550.02%0.04%0.05%Q4 2017Q4 20185
Zullo Investment Group, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
Snider Financial Group 550.14%0.20%0.33%Q2 2021Q2 20225
Apollon Wealth Management, LLC 310.02%0.04%0.05%Q4 2021Q3 20235
WBI INVESTMENTS, LLC 550.39%0.71%0.92%Q3 2015Q3 20165
FLAGSHIP HARBOR ADVISORS, LLC 550.00%0.00%0.00%Q3 2019Q3 20205
Seascape Capital Management 410.12%0.34%0.41%Q2 2022Q3 20235
Asset Dedication, LLC 310.00%0.00%0.01%Q1 2017Q3 20235
Icon Wealth Partners, LLC 310.00%0.02%0.02%Q1 2019Q3 20235
Baker Avenue Asset Management, LP 550.00%0.13%0.26%Q3 2022Q3 20235
Qube Research & Technologies Ltd 410.00%0.03%0.14%Q3 2021Q3 20235
Tri-Star Advisors Inc. 320.09%0.38%1.47%Q2 2020Q3 20215
Karp Capital Management Corp 410.00%0.02%0.02%Q4 2014Q4 20185
Global Trust Asset Management, LLC 550.10%0.12%0.15%Q1 2021Q1 20225
FinTrust Investment Advisory Services, LLC 220.18%0.59%1.03%Q2 2013Q4 20174
Simplicity Wealth,LLC 444.07%4.48%4.81%Q4 2022Q3 20234
HENGEHOLD CAPITAL MANAGEMENT LLC 444.41%4.97%5.42%Q2 2016Q1 20174
Fluent Financial, LLC 441.41%1.65%1.85%Q4 2022Q3 20234
Cypress Wealth Services, LLC 440.06%0.07%0.08%Q3 2020Q2 20214
Erickson Financial Group, LLC 443.32%3.38%3.49%Q4 2022Q3 20234
METROPOLITAN LIFE INSURANCE CO/NY 440.10%0.11%0.11%Q1 2016Q4 20164
RIDGECREST WEALTH PARTNERS, LLC 440.31%0.41%0.57%Q1 2021Q4 20214
Pinnacle Advisory Group, Inc. 442.82%4.21%5.06%Q2 2020Q1 20214
JARISLOWSKY, FRASER Ltd 440.00%0.01%0.01%Q2 2021Q1 20224
PRUDENTIAL FINANCIAL INC 310.00%0.00%0.00%Q2 2020Q3 20234
Azimuth Capital Investment Management LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Family Asset Management, LLC 440.21%0.33%0.47%Q4 2022Q3 20234
Aprio Wealth Management, LLC 220.12%1.73%6.29%Q3 2022Q3 20234
Financial Freedom, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
CITY NATIONAL BANK 310.00%0.02%0.05%Q2 2013Q1 20154
Triumph Capital Management 220.10%0.15%0.26%Q3 2021Q1 20234
Columbus Macro, LLC 441.04%1.35%1.68%Q4 2022Q3 20234
JANUS HENDERSON GROUP PLC 440.00%0.00%0.00%Q2 2013Q1 20144
Moloney Securities Asset Management, LLC 440.15%0.19%0.22%Q1 2017Q4 20174
ALESCO ADVISORS LLC 440.01%0.01%0.01%Q3 2022Q2 20234
MTM Investment Management, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Ameritas Investment Company, LLC 210.00%0.00%0.00%Q1 2019Q1 20214
FRANKLIN RESOURCES INC 310.00%0.00%0.00%Q3 2016Q4 20224
Farther Finance Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Valeo Financial Advisors, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Capital Advisory Group Advisory Services, LLC 220.00%0.00%0.00%Q3 2020Q3 20214
Kore Private Wealth LLC 310.00%0.00%0.00%Q1 2019Q2 20204
Ionic Capital Management LLC 220.00%0.01%0.01%Q3 2015Q4 20154
HRT FINANCIAL LP 220.00%0.00%0.01%Q1 2022Q2 20234
Blue Trust, Inc. 220.00%0.00%0.00%Q3 2022Q3 20234
RFP Financial Group LLC 440.02%0.02%0.04%Q4 2022Q3 20234
Financial Advocates Investment Management 440.02%0.02%0.02%Q2 2021Q1 20224
Gryphon Financial Partners LLC 440.03%0.06%0.07%Q2 2022Q1 20234
WealthOne, LLC 210.11%0.26%0.50%Q2 2019Q3 20214
Interchange Capital Partners, LLC 440.26%0.34%0.43%Q4 2020Q3 20214
People's United Financial, Inc. 440.29%0.44%0.74%Q2 2021Q1 20224
Wescott Financial Advisory Group, LLC 440.07%0.08%0.09%Q4 2022Q3 20234
Plante Moran Financial Advisors, LLC 220.00%0.00%0.00%Q2 2019Q3 20204
Retirement Group, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Jaffetilchin Investment Partners, LLC 440.06%0.15%0.22%Q2 2019Q1 20204
PayPay Securities Corp 440.35%0.66%1.07%Q4 2022Q3 20234
NATIONAL PLANNING CORP 310.00%0.58%1.83%Q2 2013Q4 20144
JGP Wealth Management, LLC 440.08%0.28%0.87%Q4 2018Q3 20194
Beacon Pointe Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Clal Insurance Enterprises Holdings Ltd 440.01%0.01%0.01%Q4 2014Q3 20154
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q3 2021Q3 20234
SageView Advisory Group, LLC 440.03%0.11%0.25%Q4 2022Q3 20234
FIRST FINANCIAL CORP /IN/ 440.00%0.00%0.00%Q2 2020Q1 20214
WASHINGTON TRUST BANK 110.00%0.01%0.02%Q4 2014Q3 20184
Colonial Trust Advisors 440.00%0.00%0.01%Q4 2022Q3 20234
NATIXIS ADVISORS, L.P. 220.00%0.00%0.00%Q3 2021Q3 20234
NatWest Group plc 220.05%0.08%0.15%Q3 2016Q3 20174
BOSTON FINANCIAL MANGEMENT LLC 440.70%0.72%0.76%Q4 2022Q3 20234
SWMG, LLC 441.10%1.26%1.41%Q3 2022Q2 20234
US FINANCIAL ADVISORS, LLC 441.64%1.75%1.85%Q4 2022Q3 20234
THRIVENT FINANCIAL FOR LUTHERANS 310.01%0.01%0.01%Q1 2019Q3 20204
Beaumont Capital Management, LLC 311.75%1.99%2.09%Q4 2021Q3 20234
First Allied Advisory Services, Inc. 210.01%0.02%0.03%Q2 2013Q3 20204
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.12%0.14%0.16%Q4 2017Q3 20184
FLOW TRADERS U.S. LLC 220.01%0.22%0.84%Q2 2020Q4 20214
Riggs Asset Managment Co. Inc. 440.00%0.64%2.53%Q4 2019Q3 20204
FourThought Financial, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Temasek Holdings (Private) Ltd 210.16%0.68%1.03%Q3 2020Q4 20213
Old North State Trust, LLC 330.02%0.02%0.02%Q1 2021Q3 20213
DHK Financial Advisors, Inc. 330.54%0.64%0.79%Q1 2023Q3 20233
Americana Partners, LLC 210.00%1.56%2.38%Q4 2019Q3 20233
BUCKINGHAM STRATEGIC PARTNERS, LLC 210.02%0.04%0.08%Q1 2022Q3 20233
CFS Investment Advisory Services, LLC 210.02%0.03%0.04%Q4 2020Q2 20223
Japan Science & Technology Agency 333.93%4.03%4.18%Q1 2023Q3 20233
Partnervest Advisory Services LLC 330.03%0.03%0.03%Q2 2013Q4 20133
Perella Weinberg Partners Capital Management LP 330.26%0.34%0.45%Q2 2017Q4 20173
Arkadios Wealth Advisors 110.00%0.01%0.03%Q4 2019Q3 20233
Princeton Global Asset Management LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Beacon Capital Management, LLC 210.00%0.01%0.03%Q4 2022Q3 20233
SII INVESTMENTS INC/WI 330.08%0.35%0.70%Q2 2013Q4 20133
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
WFG Advisors, LP 330.00%0.00%0.00%Q2 2013Q4 20133
Baystate Wealth Management LLC 210.00%0.00%0.00%Q3 2021Q4 20223
B. Riley Wealth Management, Inc. 330.00%0.02%0.03%Q4 2021Q2 20223
TWO SIGMA SECURITIES, LLC 210.00%0.00%0.01%Q1 2018Q1 20193
Marcum Wealth, LLC 330.03%0.03%0.03%Q3 2022Q1 20233
Colonial Trust Co / SC 330.02%0.02%0.02%Q1 2023Q3 20233
Truadvice, LLC 330.07%0.17%0.36%Q4 2020Q2 20213
RFG Advisory, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.01%Q4 2022Q2 20233
Perigon Wealth Management, LLC 210.01%0.01%0.02%Q4 2020Q3 20233
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q3 20223
Empower Advisory Group, LLC 332.36%2.40%2.45%Q1 2023Q3 20233
Register Financial Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Jane Street Holding, LLC 330.06%0.12%0.20%Q2 2013Q4 20133
TFB Advisors LLC 330.27%0.35%0.40%Q4 2022Q2 20233
FEDERAL RESERVE BANK OF NEW YORK 332.08%2.20%2.40%Q4 2020Q2 20213
STRATEGY ASSET MANAGERS LLC 330.06%0.06%0.06%Q3 2022Q1 20233
MGO ONE SEVEN LLC 210.00%0.00%0.00%Q4 2017Q4 20183
Vontobel Holding Ltd. 330.08%0.08%0.09%Q1 2023Q3 20233
ATTICUS WEALTH MANAGEMENT, LLC 330.00%0.01%0.02%Q1 2022Q3 20223
Western Wealth Management, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Cerity Partners LLC 330.00%0.05%0.08%Q1 2023Q3 20233
Clark Capital Management Group, Inc. 110.02%0.07%0.11%Q4 2021Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Lenox Wealth Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
MONETA GROUP INVESTMENT ADVISORS LLC 330.01%0.01%0.01%Q1 2023Q3 20233
CAPITAL ADVISORS INC/OK 330.82%0.85%0.90%Q1 2023Q3 20233
PEOPLES BANK /OH 330.13%0.14%0.14%Q4 2015Q2 20163
Householder Group Estate & Retirement Specialist, LLC 110.01%0.02%0.03%Q3 2022Q3 20233
Financial Gravity Asset Management, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
Financial Avengers, Inc. 330.03%0.15%0.28%Q1 2023Q3 20233
Headlands Technologies LLC 330.00%0.01%0.02%Q1 2023Q3 20233
Empowered Funds, LLC 210.60%1.54%3.32%Q4 2019Q3 20203
PALLADIUM PARTNERS LLC 210.00%0.00%0.00%Q2 2013Q1 20143
INVESTMENT CENTERS OF AMERICA INC 210.68%1.27%2.44%Q2 2013Q1 20143
ARGI Investment Services, LLC 330.55%0.59%0.63%Q2 2022Q4 20223
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
STEPHENS INC /AR/ 330.00%0.01%0.01%Q2 2021Q4 20213
Mach-1 Financial Group, LLC 210.00%0.00%0.01%Q2 2022Q1 20233
TrueWealth Advisors, LLC 330.09%0.14%0.17%Q4 2021Q2 20223
Midwest Professional Planners, LTD. 330.02%0.02%0.02%Q4 2017Q2 20183
TD Waterhouse Canada Inc. 330.03%0.03%0.04%Q1 2023Q3 20233
ENZI WEALTH 330.60%1.12%1.45%Q3 2022Q1 20233
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
CAHILL FINANCIAL ADVISORS INC 210.00%0.08%0.13%Q3 2021Q3 20233
EPG Wealth Management LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Manchester Capital Management LLC 330.03%0.04%0.06%Q1 2015Q3 20153
Westover Capital Advisors, LLC 332.90%3.00%3.13%Q1 2023Q3 20233
DFPG INVESTMENTS, LLC 330.08%0.14%0.22%Q1 2023Q3 20233
ShoreHaven Wealth Partners, LLC 110.48%0.80%1.35%Q2 2022Q3 20233
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q3 20223
Strategic Income Management, LLC 332.57%2.59%2.62%Q4 2014Q2 20153
FundX Investment Group, LLC 333.21%4.56%6.95%Q2 2020Q4 20203
Insight Wealth Partners, LLC 332.25%2.77%3.25%Q1 2022Q3 20223
One Capital Management, LLC 330.52%1.00%1.29%Q1 2023Q3 20233
Virtue Capital Management, LLC 330.24%0.27%0.34%Q1 2023Q3 20233
ALBION FINANCIAL GROUP /UT 330.00%0.00%0.00%Q4 2021Q2 20223
Swift Run Capital 330.34%0.38%0.41%Q2 2020Q4 20203
Miracle Mile Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
IFC Holdings Incorporated/FL 330.15%0.59%1.27%Q2 2013Q4 20133
Montecito Bank & Trust 330.13%0.24%0.41%Q2 2023Q4 20233
McAdam, LLC 330.00%0.01%0.01%Q1 2018Q3 20183
NTV ASSET MANAGEMENT LLC 330.09%0.10%0.10%Q1 2023Q3 20233
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 330.06%0.10%0.14%Q3 2016Q1 20173
Horan Securities, Inc. 330.00%0.00%0.01%Q3 2022Q1 20233
Trivant Custom Portfolio Group, LLC 332.36%2.43%2.50%Q1 2023Q3 20233
First Personal Financial Services 330.00%0.00%0.00%Q1 2023Q3 20233
THEORY FINANCIAL LLC 330.31%6.91%10.63%Q4 2021Q2 20223
Permanens Capital L.P. 330.00%0.00%0.00%Q2 2020Q4 20203
Hanlon Investment Management, Inc. 330.11%0.11%0.12%Q1 2023Q3 20233
Bartlett & Co. LLC 110.00%0.04%0.08%Q4 2022Q4 20232
WEDBUSH SECURITIES INC 220.04%0.04%0.04%Q1 2016Q2 20162
Industrial Alliance Investment Management Inc. 220.00%0.01%0.02%Q4 2021Q1 20222
Wealthspire Advisors, L.P. 220.00%0.00%0.00%Q4 2018Q1 20192
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2016Q4 20192
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 220.00%0.01%0.01%Q2 2023Q3 20232
Capital Analysts, LLC 110.00%0.00%0.00%Q1 2019Q3 20232
Capital Advisors, Ltd. LLC 220.10%0.17%0.23%Q4 2013Q1 20142
Phoenix Holdings Ltd. 220.02%0.03%0.03%Q3 2019Q4 20192
Quantitative Strategies, Inc. 223.32%3.32%3.32%Q2 2023Q3 20232
Advisors Capital Management, LLC 220.01%0.01%0.02%Q2 2021Q3 20212
BAKER TILLY WEALTH MANAGEMENT, LLC 220.05%0.05%0.05%Q3 2021Q4 20212
San Luis Wealth Advisors LLC 111.78%2.15%2.53%Q3 2021Q1 20222
PRINCIPAL FINANCIAL GROUP INC 220.05%0.06%0.07%Q4 2022Q1 20232
Zions Bancorporation, N.A. 110.00%0.03%0.05%Q4 2018Q3 20202
CMH Wealth Management LLC 221.35%1.35%1.35%Q2 2022Q3 20222
Cedar Brook Financial Partners, LLC 110.05%0.05%0.06%Q4 2021Q3 20232
Veery Capital, LLC 220.10%0.10%0.10%Q2 2023Q3 20232
Concorde Asset Management, LLC 220.42%0.51%0.60%Q4 2014Q1 20152
Mine & Arao Wealth Creation & Management, LLC. 220.00%0.00%0.00%Q3 2020Q4 20202
FIRETHORN WEALTH PARTNERS, LLC 220.28%0.56%0.85%Q4 2020Q1 20212
Concord Wealth Partners 110.00%0.01%0.02%Q4 2020Q1 20222
Wayfinding Financial, LLC 111.95%1.95%1.95%Q4 2021Q4 20222
Catamount Wealth Management 220.00%0.00%0.00%Q1 2015Q2 20152
Planned Solutions, Inc. 220.01%0.01%0.01%Q3 2020Q4 20202
Summit Financial, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
CNO Financial Group, Inc. 2214.78%16.09%17.40%Q4 2020Q1 20212
Aspire Private Capital, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q4 2017Q2 20182
FC Advisory LLC 220.14%0.15%0.15%Q4 2017Q1 20182
Wilshire Advisors LLC 220.80%0.81%0.82%Q3 2022Q4 20222
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.01%Q1 2020Q3 20232
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2022Q3 20232
Cutler Group LLC / CA 220.00%0.00%0.01%Q1 2016Q2 20162
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.01%Q3 2020Q4 20202
CARDIFF PARK ADVISORS, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Center for Financial Planning, Inc. 110.00%0.01%0.01%Q1 2020Q2 20232
Kingdom Financial Group LLC. 225.64%5.70%5.76%Q2 2023Q3 20232
Oakworth Capital, Inc. 110.00%0.00%0.00%Q4 2020Q2 20232
20/20 Capital Management, Inc. 220.12%0.43%0.74%Q3 2020Q4 20202
Eagle Bay Advisors LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Arete Wealth Advisors, LLC 220.04%0.06%0.07%Q2 2023Q3 20232
FULTON BREAKEFIELD BROENNIMAN LLC 220.06%0.22%0.38%Q2 2023Q3 20232
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Pallas Capital Advisors LLC 110.04%0.11%0.18%Q2 2021Q3 20232
Virtu Financial LLC 220.02%0.02%0.02%Q1 2018Q2 20182
Baldrige Asset Management LLC 220.00%0.01%0.01%Q2 2021Q3 20212
Jefferies Group LLC 220.00%0.01%0.02%Q2 2013Q3 20132
Waverly Advisors, LLC 220.16%0.27%0.38%Q3 2016Q4 20162
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
LGT Financial Advisors LLC 220.01%0.04%0.06%Q2 2023Q3 20232
KMS FINANCIAL SERVICES, INC 220.05%0.06%0.08%Q2 2013Q3 20132
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q2 2021Q1 20222
AlphaCore Capital LLC 110.00%0.25%0.50%Q1 2020Q3 20212
Allred Capital Management, LLC 220.22%0.23%0.24%Q1 2022Q2 20222
Bellecapital International Ltd. 220.06%0.06%0.06%Q2 2023Q3 20232
FineMark National Bank & Trust 110.01%0.01%0.02%Q2 2013Q4 20132
First Command Bank 220.01%0.01%0.01%Q1 2022Q2 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Versant Capital Management, Inc 220.00%0.00%0.00%Q3 2021Q4 20212
OXFORD FINANCIAL GROUP, LTD. LLC 110.00%0.00%0.00%Q4 2021Q1 20232
Kalos Management, Inc. 220.21%0.24%0.28%Q1 2021Q2 20212
BANK OF NOVA SCOTIA 220.00%0.00%0.00%Q1 2022Q2 20222
JFS WEALTH ADVISORS, LLC 220.07%0.07%0.07%Q2 2022Q3 20222
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2014Q3 20152
Laurel Wealth Advisors LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Ridgewood Investments LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Sage Mountain Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.22%0.40%0.58%Q2 2023Q3 20232
Mirador Capital Partners LP 220.13%0.21%0.30%Q3 2019Q4 20192
CABANA LLC 110.00%0.00%0.00%Q4 2019Q2 20202
Provident Investment Management, Inc. 220.03%0.03%0.03%Q2 2023Q3 20232
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.01%0.55%1.08%Q4 2020Q3 20222
STOCK YARDS BANK & TRUST CO 220.04%0.05%0.05%Q2 2016Q3 20162
Cape Investment Advisory, Inc. 220.00%0.01%0.01%Q2 2023Q3 20232
ADVISOR PARTNERS II, LLC 220.01%0.04%0.07%Q2 2023Q3 20232
Advisory Alpha, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
NORTHWESTERN MUTUAL LIFE INSURANCE CO 222.64%3.74%4.83%Q2 2013Q3 20132
Clearstead Trust, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
First Command Financial Services, Inc. 220.01%0.01%0.01%Q1 2022Q2 20222
S.A. Mason LLC 220.00%0.01%0.02%Q4 2019Q1 20202
OXFORD ASSET MANAGEMENT LLP 220.01%0.01%0.01%Q1 2018Q2 20182
Beaumont Financial Advisors, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Arcadia Wealth Management, LLC 222.36%2.41%2.47%Q4 2022Q1 20232
Avior Wealth Management, LLC 110.00%0.00%0.00%Q3 2021Q1 20222
True Wealth Design, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Crow Point Partners, LLC 220.06%0.06%0.06%Q3 2017Q4 20172
Red Door Wealth Management, LLC 220.00%0.00%0.01%Q1 2020Q2 20202
Stonebridge Capital Advisors LLC 220.00%0.01%0.01%Q4 2022Q1 20232
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q4 2020Q2 20212
HANCOCK WHITNEY INVESTMENT SERVICES INC. 220.09%0.12%0.14%Q4 2021Q1 20222
True Link Financial Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Ullmann Wealth Partners Group, LLC 110.07%0.07%0.07%Q2 2017Q2 20171
Laird Norton Wetherby Wealth Management, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q4 2022Q4 20221
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Waterloo Capital, L.P. 110.87%0.87%0.87%Q3 2023Q3 20231
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Independent Advisor Alliance 110.04%0.04%0.04%Q4 2019Q4 20191
GENWORTH FINANCIAL INC 112.55%2.55%2.55%Q2 2013Q2 20131
Dynamic Technology Lab Private Ltd 110.05%0.05%0.05%Q1 2020Q1 20201
TIAA Kaspick, LLC 110.61%0.61%0.61%Q2 2020Q2 20201
Camelot Portfolios, LLC 110.11%0.11%0.11%Q4 2021Q4 20211
TIAA, FSB 110.02%0.02%0.02%Q2 2023Q2 20231
Impact Partnership Wealth, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Hall Kathryn A. 110.21%0.21%0.21%Q4 2014Q4 20141
Glass Jacobson Investment Advisors llc 110.03%0.03%0.03%Q3 2023Q3 20231
Charles Schwab Investment Advisory, Inc. 115.09%5.09%5.09%Q2 2013Q2 20131
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
KerberRose Wealth Management, LLC 112.10%2.10%2.10%Q2 2022Q2 20221
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 110.25%0.25%0.25%Q4 2013Q4 20131
Pensionmark Financial Group, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
DRW Securities, LLC 110.05%0.05%0.05%Q3 2013Q3 20131
Cornerstone Advisors, Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
Detalus Advisors, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Sound Financial Strategies Group, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Radnor Capital Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Clarkston Capital Partners, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Leucadia National 110.17%0.17%0.17%Q2 2023Q2 20231
CETERA INVESTMENT MANAGEMENT LLC 110.37%0.37%0.37%Q4 2016Q4 20161
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
ARROW FINANCIAL CORP 110.01%0.01%0.01%Q1 2022Q1 20221
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
Financial Architects, Inc 110.00%0.00%0.00%Q3 2013Q3 20131
BANK HAPOALIM BM 111.98%1.98%1.98%Q3 2023Q3 20231
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Camarda Financial Advisors, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
GoalVest Advisory LLC 110.00%0.00%0.00%Q3 2023Q3 20231
EXENCIAL WEALTH ADVISORS, LLC 110.13%0.13%0.13%Q1 2013Q1 20131
WealthBridge Capital Management, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Capital Planning LLC 110.34%0.34%0.34%Q4 2020Q4 20201
Personal Capital Advisors Corp 112.32%2.32%2.32%Q4 2022Q4 20221
MAGNOLIA CAPITAL ADVISORS LLC 110.18%0.18%0.18%Q4 2021Q4 20211
Crabel Capital Management, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
FSC Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Regal Investment Advisors LLC 110.01%0.01%0.01%Q1 2015Q1 20151
SNS Financial Group, LLC 110.12%0.12%0.12%Q1 2013Q1 20131
OTA Financial Group L.P. 111.39%1.39%1.39%Q3 2013Q3 20131
Strategic Financial Concepts, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
American Trust 110.02%0.02%0.02%Q1 2022Q1 20221
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
WHITTIER TRUST CO 110.00%0.00%0.00%Q3 2017Q3 20171
Kovitz Investment Group Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.39%0.39%0.39%Q3 2023Q3 20231
FormulaFolio Investments, LLC 110.49%0.49%0.49%Q4 2020Q4 20201
MONECO Advisors, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Kistler-Tiffany Companies, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
PNC Managed Account Solutions, Inc. 111.24%1.24%1.24%Q2 2021Q2 20211
Cosner Financial Group, LLC 119.69%9.69%9.69%Q3 2023Q3 20231
Neuberger Berman Group LLC 110.00%0.00%0.00%Q4 2020Q4 20201
WestEnd Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Connecticut Wealth Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Meridian Wealth Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
H&H Retirement Design & Management INC 110.18%0.18%0.18%Q2 2020Q2 20201
SIENA CAPITAL LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Founders Capital Management 110.00%0.00%0.00%Q4 2018Q4 20181
CI INVESTMENTS INC. 110.03%0.03%0.03%Q1 2020Q1 20201
Financial Advisory Group 110.04%0.04%0.04%Q2 2023Q2 20231
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Invesco Ltd. 110.00%0.00%0.00%Q3 2013Q3 20131
ST GERMAIN D J CO INC 110.23%0.23%0.23%Q4 2023Q4 20231
Bremer Bank National Association 110.01%0.01%0.01%Q1 2019Q1 20191
PSI Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Voya Financial Advisors, Inc. 110.13%0.13%0.13%Q1 2015Q1 20151
Jacobi Capital Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
First Western Capital Management Co 110.06%0.06%0.06%Q4 2014Q4 20141
Gleason Group, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Investmark Advisory Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
AXA S.A. 110.00%0.00%0.00%Q1 2022Q1 20221
Certified Advisory Corp 110.01%0.01%0.01%Q2 2019Q2 20191
Yorktown Management & Research Co Inc 110.08%0.08%0.08%Q2 2013Q2 20131
Freestone Capital Holdings, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
SYM FINANCIAL Corp 110.00%0.00%0.00%Q3 2021Q3 20211
BlackRock Group LTD 110.01%0.01%0.01%Q1 2015Q1 20151
Braver Wealth Management, LLC 110.07%0.07%0.07%Q4 2016Q4 20161
ENTERPRISE FINANCIAL SERVICES CORP 110.04%0.04%0.04%Q1 2021Q1 20211
Meristem Family Wealth, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
CONNING INC. 110.28%0.28%0.28%Q4 2019Q4 20191
KNIGHT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2013Q2 20131
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
BluePath Capital Management, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Focused Wealth Management, Inc 110.01%0.01%0.01%Q1 2022Q1 20221
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
Icon Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Hudock, Inc. 110.01%0.01%0.01%Q3 2015Q3 20151
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Cedar Mountain Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
OAK HARBOR WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Clarity Wealth Advisors, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
McIlrath & Eck, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Chicago Partners Investment Group LLC 110.02%0.02%0.02%Q2 2017Q2 20171
Prostatis Group LLC 110.03%0.03%0.03%Q2 2023Q2 20231
DB Wealth Management Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.14%0.14%0.14%Q1 2019Q1 20191
VitalStone Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
HORIZON FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Parisi Gray Wealth Management 110.01%0.01%0.01%Q2 2021Q2 20211
Rotella Capital Management, Inc. 110.87%0.87%0.87%Q4 2013Q4 20131
BBVA USA Bancshares, Inc. 110.27%0.27%0.27%Q1 2021Q1 20211
Empirical Finance, LLC 110.32%0.32%0.32%Q4 2017Q4 20171
Timber Creek Capital Management LLC 110.00%0.00%0.00%Q2 2021Q2 20211
SJS Investment Consulting Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Keystone Financial Services 110.17%0.17%0.17%Q4 2021Q4 20211
CHANNEL WEALTH LLC 110.14%0.14%0.14%Q1 2023Q1 20231
BlueCrest Capital Management Ltd 110.15%0.15%0.15%Q1 2023Q1 20231
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
AMERICAFIRST CAPITAL MANAGEMENT, LLC 112.46%2.46%2.46%Q3 2014Q3 20141
Meridian Wealth Partners, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Friedenthal Financial 110.23%0.23%0.23%Q2 2019Q2 20191
Claraphi Advisory Network, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Efficient Market Advisors, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Nemes Rush Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Penobscot Investment Management Company, Inc. 110.11%0.11%0.11%Q3 2023Q3 20231
Lebenthal Asset Management, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
DAVENPORT & Co LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
V Wealth Advisors LLC 110.16%0.16%0.16%Q1 2020Q1 20201
American Family Insurance Mutual Holding Co 116.24%6.24%6.24%Q2 2022Q2 20221
Scott Capital Advisors, LLC 110.98%0.98%0.98%Q1 2022Q1 20221
WASHINGTON TRUST Co 110.00%0.00%0.00%Q3 2021Q3 20211
Lido Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Hoxton Planning & Management, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Samalin Investment Counsel, LLC 110.18%0.18%0.18%Q4 2020Q4 20201
HM PAYSON & CO 110.00%0.00%0.00%Q2 2022Q2 20221
Disciplined Investments, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CHIRON CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
KCS Wealth Advisory 110.10%0.10%0.10%Q3 2019Q3 20191
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
HARBOR CAPITAL ADVISORS, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
HEADINVEST, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WealthPlan Investment Management, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Analyst IMS Investment Management Services Ltd. 110.00%0.00%0.00%Q3 2018Q3 20181
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sandbox Financial Partners, LLC 110.24%0.24%0.24%Q2 2021Q2 20211
Pictet Asset Management Holding SA 110.01%0.01%0.01%Q3 2023Q3 20231
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Private Portfolio Partners LLC 110.28%0.28%0.28%Q2 2019Q2 20191
New Republic Capital, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Laffer Tengler Investments, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
External links

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