ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1540.00%0.00%0.00%Q2 2013Q3 202357
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.02%0.12%Q2 2013Q3 202342
AlphaMark Advisors, LLC 41410.00%0.04%0.14%Q2 2013Q2 202341
Cranbrook Wealth Management, LLC 40400.02%0.96%4.20%Q4 2013Q3 202340
INTERACTIVE FINANCIAL ADVISORS, INC. 39390.00%0.01%0.04%Q2 2013Q4 202239
ENVESTNET ASSET MANAGEMENT INC 2790.00%0.00%0.01%Q2 2013Q2 202236
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
JANE STREET GROUP, LLC 1220.00%0.01%0.03%Q1 2014Q3 202335
Freedom Investment Management, Inc. 35350.03%0.05%0.14%Q1 2013Q3 202135
Kistler-Tiffany Companies, LLC 2810.00%0.01%0.02%Q2 2013Q2 202329
Destination Wealth Management 29290.04%0.77%1.72%Q1 2013Q1 202029
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.05%Q2 2013Q4 201927
Farmers & Merchants Trust Co of Chambersburg PA 2610.03%0.04%0.04%Q4 2016Q3 202327
JPMORGAN CHASE & CO 15100.00%0.00%0.00%Q1 2016Q3 202325
Raymond James Financial Services Advisors, Inc. 1310.00%0.01%0.03%Q2 2013Q3 202325
Slow Capital, Inc. 24240.09%0.13%0.20%Q4 2017Q3 202324
Perigon Wealth Management, LLC 1210.00%0.04%0.11%Q3 2011Q3 202324
BANK OF MONTREAL /CAN/ 1010.00%0.00%0.00%Q2 2013Q3 202324
Front Row Advisors LLC 24240.01%0.02%0.03%Q4 2017Q3 202324
Cambridge Investment Research Advisors, Inc. 1110.00%0.01%0.04%Q2 2013Q2 202224
RAYMOND JAMES & ASSOCIATES 13100.00%0.00%0.00%Q3 2017Q3 202323
PNC FINANCIAL SERVICES GROUP, INC. 1510.00%0.00%0.00%Q2 2013Q1 202223
Advisory Services Network, LLC 1310.00%0.00%0.01%Q4 2015Q1 202322
BENJAMIN F. EDWARDS & COMPANY, INC. 22220.00%0.01%0.03%Q1 2015Q2 202022
Pathway Financial Advisors LLC 1481.96%3.45%4.72%Q4 2017Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
IFP Advisors, Inc 810.00%0.00%0.00%Q4 2015Q4 202221
AMERIPRISE FINANCIAL INC 610.00%0.00%0.00%Q2 2013Q3 202320
Citadel Advisors 510.00%0.00%0.01%Q2 2015Q2 202320
First Allied Advisory Services, Inc. 910.00%0.04%0.14%Q2 2013Q3 202020
Morningstar Investment Services LLC 20200.06%0.15%0.22%Q1 2015Q4 201920
McIlrath & Eck, LLC 20200.00%0.01%0.01%Q4 2018Q3 202320
NTV ASSET MANAGEMENT LLC 10100.08%0.15%0.41%Q2 2013Q4 201920
Creative Planning 1010.00%0.00%0.01%Q3 2013Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
GOLDMAN SACHS GROUP INC 410.00%0.00%0.00%Q1 2012Q3 202119
SCOTIA CAPITAL INC. 1210.00%0.03%0.16%Q2 2013Q2 201819
CWM, LLC 1180.00%0.00%0.00%Q4 2018Q3 202319
Fisher Asset Management, LLC 1310.00%0.00%0.01%Q2 2013Q3 202318
FMR LLC 1160.00%0.00%0.00%Q3 2018Q3 202317
Brookstone Capital Management 1120.01%0.11%0.33%Q1 2015Q4 201917
COMMONWEALTH EQUITY SERVICES, LLC 930.00%0.00%0.02%Q4 2017Q2 202316
Commonwealth Equity Services, Inc 1060.00%0.00%0.02%Q2 2013Q3 201716
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1410.00%0.00%0.00%Q3 2014Q3 202316
Faithward Advisors, LLC 1150.04%0.08%0.16%Q3 2019Q3 202316
TD Capital Management LLC 1330.00%0.00%0.00%Q2 2013Q1 202016
BESSEMER GROUP INC 710.00%0.00%0.03%Q4 2016Q3 202316
SG Americas Securities, LLC 1240.00%0.05%0.10%Q2 2013Q2 201716
MSI Financial Services Inc 15150.00%0.00%0.01%Q2 2013Q4 201615
Rockefeller Capital Management L.P. 1320.00%0.00%0.00%Q3 2019Q2 202315
Newfound Research LLC 1012.34%4.42%9.07%Q1 2016Q2 202015
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
SIGNATUREFD, LLC 15150.00%0.00%0.01%Q3 2018Q1 202215
BEAM WEALTH ADVISORS, INC. 15150.22%0.92%1.55%Q1 2020Q3 202315
Versant Capital Management, Inc 15150.23%0.25%0.30%Q4 2015Q2 201915
Smith, Salley & Associates 960.04%0.11%0.25%Q2 2013Q4 201715
OSAIC HOLDINGS, INC. 15150.00%0.00%0.02%Q1 2020Q3 202315
WRAPMANAGER INC 1140.07%0.42%0.76%Q1 2016Q4 201915
NOMURA ASSET MANAGEMENT CO LTD 410.00%0.01%0.02%Q3 2013Q2 202014
BLAIR WILLIAM & CO/IL 14140.00%0.00%0.00%Q2 2020Q3 202314
Geneos Wealth Management Inc. 810.00%0.00%0.00%Q1 2016Q3 202314
US BANCORP \DE\ 910.00%0.00%0.00%Q2 2013Q3 202314
Cambria Investment Management, L.P. 810.62%1.16%2.42%Q3 2016Q1 202314
TSFG, LLC 14140.00%0.01%0.01%Q1 2019Q2 202214
RPG Investment Advisory, LLC 14140.00%0.00%0.02%Q2 2018Q3 202114
CITIGROUP INC 620.00%0.00%0.00%Q2 2013Q2 202214
Advisors Preferred, LLC 210.01%0.04%0.10%Q1 2014Q2 202313
MML INVESTORS SERVICES, LLC 1120.00%0.00%0.02%Q4 2017Q3 202313
Wealth Advisors of Tampa Bay, LLC 13130.15%0.72%1.12%Q3 2020Q3 202313
ADELL HARRIMAN & CARPENTER INC 940.04%0.11%0.20%Q2 2013Q4 201913
Founders Financial Alliance, LLC 13130.09%0.10%0.11%Q3 2020Q3 202313
NATIONAL PLANNING CORP 810.02%0.03%0.04%Q3 2013Q3 201713
PICTET BANK & TRUST Ltd 13130.18%0.24%0.31%Q4 2013Q4 201613
J.P. Morgan Private Wealth Advisors LLC 940.00%0.00%0.00%Q2 2020Q3 202313
Affiance Financial, LLC 13130.01%0.01%0.01%Q4 2019Q4 202213
KANALY TRUST CO 13130.01%0.01%0.01%Q4 2013Q4 201613
Blue Edge Capital, LLC 660.30%0.67%0.87%Q4 2015Q1 202212
Column Capital Advisors, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Financial Gravity Asset Management, Inc. 530.00%0.01%0.05%Q1 2018Q3 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Millburn Ridgefield Corp 12120.00%0.00%0.00%Q2 2020Q1 202312
LAZARD ASSET MANAGEMENT LLC 12120.01%0.02%0.02%Q2 2016Q1 201912
Sunflower Bank, N.A. 12120.12%0.36%0.69%Q4 2020Q3 202312
Baird Financial Group, Inc. 830.01%0.01%0.01%Q3 2020Q3 202311
Edelman Financial Services, LLC 11110.01%0.59%0.72%Q2 2013Q4 201511
GREENLEAF TRUST 11110.01%0.03%0.07%Q2 2017Q4 201911
InterOcean Capital, LLC 11110.06%0.10%0.13%Q3 2017Q1 202011
First Heartland Consultants, Inc. 920.16%0.42%0.63%Q2 2013Q2 202211
Richard Bernstein Advisors LLC 11110.00%1.20%2.09%Q2 2020Q4 202211
B. Riley Financial, Inc. 11110.09%0.13%0.20%Q1 2016Q3 201811
North Star Investment Management Corp. 10100.00%0.00%0.00%Q1 2021Q2 202310
HUNTINGTON NATIONAL BANK 820.00%0.00%0.00%Q4 2012Q3 202310
Capital Investment Advisory Services, LLC 10100.00%0.00%0.00%Q3 2019Q4 202110
EPG Wealth Management LLC 520.00%0.01%0.01%Q4 2019Q3 202310
Accel Wealth Management 10100.01%0.01%0.02%Q4 2020Q1 202310
Savior LLC 10100.00%0.00%0.00%Q3 2020Q4 202210
First Bancorp, Inc /ME/ 910.28%0.33%0.36%Q1 2021Q3 202310
Mutual Advisors, LLC 810.05%0.10%0.22%Q4 2019Q1 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
TUCKER ASSET MANAGEMENT LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Regal Investment Advisors LLC 720.00%0.00%0.01%Q2 2013Q3 20159
Virtu KCG Holdings LLC 310.00%0.01%0.02%Q3 2013Q1 20179
Mirae Asset Global Investments Co., Ltd. 630.00%0.18%0.64%Q4 2008Q2 20189
EDMOND DE ROTHSCHILD HOLDING S.A. 990.01%0.01%0.01%Q1 2021Q1 20239
Bellwether Advisors, LLC 990.00%0.00%0.00%Q4 2020Q4 20229
DENVER INVESTMENT ADVISORS LLC 990.01%0.02%0.02%Q2 2013Q2 20159
Sandy Spring Bank 880.01%0.04%0.10%Q4 2013Q3 20158
Migdal Insurance & Financial Holdings Ltd. 880.00%0.02%0.05%Q2 2021Q1 20238
OPTIMUM INVESTMENT ADVISORS 440.00%0.01%0.02%Q2 2014Q4 20228
SINECERA CAPITAL, LLC 883.73%4.35%4.93%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.01%Q2 2013Q1 20158
Pinnacle Family Advisors, LLC 880.36%0.53%0.87%Q4 2016Q3 20188
MYCIO WEALTH PARTNERS, LLC 880.01%0.01%0.01%Q2 2013Q1 20158
SVB WEALTH LLC 880.01%0.03%0.04%Q2 2020Q1 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 880.00%0.02%0.03%Q2 2020Q1 20228
OLD MISSION CAPITAL LLC 620.01%0.09%0.33%Q2 2016Q3 20238
FLOW TRADERS U.S. LLC 410.01%0.03%0.06%Q2 2020Q4 20228
MANUFACTURERS LIFE INSURANCE COMPANY, THE 880.00%0.00%0.00%Q3 2016Q2 20188
ASSETMARK, INC 620.00%0.15%0.88%Q2 2019Q3 20218
ProVise Management Group, LLC 880.05%0.07%0.08%Q2 2013Q1 20158
Stratos Wealth Advisors, LLC 880.03%0.04%0.05%Q2 2021Q1 20238
AMP Capital Investors Ltd 410.00%0.08%0.17%Q2 2013Q2 20188
Newbridge Financial Services Group, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Steward Partners Investment Advisory, LLC 710.00%0.00%0.00%Q2 2020Q3 20238
20/20 Capital Management, Inc. 770.13%0.16%0.20%Q4 2019Q2 20217
NewSquare Capital LLC 770.00%0.03%0.05%Q2 2013Q4 20147
WHITTIER TRUST CO 610.00%0.00%0.00%Q2 2013Q3 20157
HighTower Advisors, LLC 610.00%0.01%0.01%Q4 2019Q3 20237
Dynamic Advisor Solutions LLC 770.02%0.02%0.02%Q1 2021Q3 20227
FDx Advisors, Inc. 770.01%0.02%0.02%Q3 2020Q1 20227
Prospera Financial Services Inc 610.05%0.06%0.09%Q1 2021Q3 20237
Veritable, L.P. 430.00%0.01%0.01%Q4 2013Q3 20157
Ameritas Advisory Services, LLC 610.23%0.28%0.32%Q4 2021Q3 20237
COOKSON PEIRCE & CO INC 770.02%0.02%0.04%Q4 2020Q2 20227
AVANTAX ADVISORY SERVICES, INC. 610.00%0.00%0.01%Q3 2020Q3 20237
Tyler-Stone Wealth Management 520.07%0.08%0.09%Q4 2021Q3 20237
Financial Advocates Investment Management 520.02%0.06%0.16%Q2 2020Q1 20227
Strategic Advisors LLC 770.13%0.17%0.25%Q1 2021Q3 20227
Maryland Capital Management 520.08%0.11%0.12%Q3 2020Q3 20227
FIL Ltd 610.00%0.00%0.00%Q3 2018Q1 20227
TEXAS TREASURY SAFEKEEPING TRUST CO 777.42%10.33%11.72%Q1 2013Q3 20147
Winthrop Partners - WNY, LLC 770.02%0.03%0.03%Q1 2018Q3 20197
Charter Oak Capital Management, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
COMERICA BANK 610.00%0.04%0.06%Q2 2013Q3 20237
American Portfolios Advisors 770.00%0.01%0.02%Q1 2021Q3 20227
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
AdvisorNet Financial, Inc 770.03%0.05%0.06%Q1 2021Q3 20227
Capital Asset Advisory Services LLC 610.00%0.00%0.00%Q4 2019Q3 20217
Apriem Advisors 770.00%0.00%0.01%Q2 2013Q4 20147
Retirement Planning Group, LLC 660.68%0.89%1.03%Q3 2013Q4 20146
Venturi Wealth Management, LLC 660.04%0.05%0.06%Q2 2020Q3 20216
Tower Research Capital LLC (TRC) 510.00%0.00%0.00%Q4 2013Q3 20236
Haverford Trust Co 510.01%0.02%0.02%Q2 2013Q4 20146
MUFG Americas Holdings Corp 510.00%0.00%0.00%Q4 2012Q1 20166
COMERICA SECURITIES INC 510.04%0.07%0.09%Q3 2016Q1 20186
SPRENG CAPITAL MANAGEMENT, INC. 660.15%0.18%0.21%Q1 2021Q2 20226
D.A. DAVIDSON & CO. 420.00%0.00%0.00%Q2 2013Q4 20156
BARINGS LLC 420.06%0.26%0.55%Q1 2018Q2 20216
WOLFF WIESE MAGANA LLC 660.03%0.07%0.10%Q4 2020Q1 20226
Ameritas Investment Company, LLC 310.27%0.43%0.63%Q1 2019Q3 20216
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Penserra Capital Management LLC 660.00%0.00%0.00%Q3 2021Q4 20226
FineMark National Bank & Trust 660.00%0.00%0.00%Q2 2013Q3 20146
PATRON PARTNERS, LLC 660.16%0.32%0.40%Q4 2020Q1 20226
Exchange Capital Management, Inc. 660.00%0.09%0.28%Q2 2013Q3 20146
TRANSCEND CAPITAL ADVISORS, LLC 660.06%0.13%0.24%Q4 2020Q1 20226
Parallel Advisors, LLC 510.00%0.00%0.00%Q2 2021Q1 20236
QUANTUM CAPITAL MANAGEMENT 510.00%0.04%0.09%Q4 2013Q3 20206
TCWP LLC 660.04%0.07%0.08%Q4 2021Q1 20236
HAP Trading, LLC 310.07%0.11%0.15%Q2 2020Q3 20226
HSBC HOLDINGS PLC 660.00%0.01%0.02%Q1 2012Q2 20136
BlackRock Inc. 310.00%0.00%0.00%Q4 2018Q1 20236
BHF Kleinwort Benson Group S.A. 510.01%0.03%0.04%Q2 2014Q4 20156
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2013Q4 20146
COMERICA SECURITIES,INC. 420.01%0.02%0.03%Q1 2022Q3 20236
First Command Financial Services, Inc. 550.00%0.00%0.00%Q1 2019Q1 20205
STIFEL FINANCIAL CORP 550.00%0.00%0.00%Q1 2021Q1 20225
Argentus Capital Management, LLC 550.00%0.01%0.02%Q3 2015Q3 20165
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 210.02%0.02%0.02%Q2 2020Q4 20225
BROWN BROTHERS HARRIMAN & CO 550.00%0.00%0.00%Q2 2021Q2 20225
First Command Bank 550.00%0.00%0.00%Q1 2019Q1 20205
SEI INVESTMENTS CO 310.00%0.00%0.00%Q1 2015Q2 20185
KCS Wealth Advisory 210.05%0.08%0.10%Q3 2019Q2 20235
Vigilant Capital Management, LLC 550.00%0.00%0.00%Q2 2022Q2 20235
High Net Worth Advisory Group LLC 550.00%0.00%0.01%Q4 2021Q4 20225
Proficio Capital Partners LLC 320.03%0.14%0.33%Q1 2018Q3 20235
Joseph P. Lucia & Associates, LLC 550.00%0.00%0.00%Q2 2019Q2 20205
PRIVATE TRUST CO NA 550.00%0.00%0.01%Q3 2022Q3 20235
EXANE DERIVATIVES 550.01%0.01%0.02%Q2 2021Q2 20225
CREATIVE FINANCIAL DESIGNS INC /ADV 410.00%0.03%0.06%Q4 2017Q2 20225
NEXT Financial Group, Inc 320.00%0.00%0.00%Q3 2014Q4 20165
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
OVERSEA-CHINESE BANKING Corp Ltd 440.09%0.12%0.17%Q4 2022Q3 20234
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q3 20234
Nationwide Fund Advisors 440.00%0.00%0.00%Q2 2016Q1 20174
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 210.10%0.20%0.47%Q2 2015Q2 20214
Cetera Investment Advisers 440.02%0.03%0.03%Q4 2020Q3 20214
Bank of New York Mellon Corp 440.00%0.00%0.00%Q2 2014Q1 20154
Beaumont Financial Partners, LLC 110.02%0.07%0.18%Q3 2014Q4 20194
SIMPLEX TRADING, LLC 220.00%0.00%0.00%Q1 2022Q1 20234
Crosspoint Capital Strategies, LLC 440.00%0.01%0.01%Q1 2015Q4 20154
Janney Montgomery Scott LLC 440.00%0.00%0.00%Q3 2021Q2 20224
AGF INVESTMENTS INC. 220.00%0.00%0.00%Q3 2013Q4 20144
ADVANTAGE INVESTMENT MANAGEMENT, LLC 440.03%0.04%0.05%Q4 2014Q3 20154
Cerity Partners LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Financial Freedom, LLC 440.02%0.04%0.10%Q4 2022Q3 20234
Vestpro Financial Partners, Inc. dba CPF Texas 440.17%0.18%0.18%Q4 2017Q3 20184
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
NN Investment Partners Holdings N.V. 440.44%0.54%0.64%Q3 2017Q2 20184
ALLIANCEBERNSTEIN L.P. 440.00%0.00%0.00%Q2 2014Q1 20154
Lindbrook Capital, LLC 440.01%0.02%0.02%Q2 2021Q1 20224
Gladstone Institutional Advisory LLC 310.02%0.08%0.14%Q4 2021Q3 20234
Syntal Capital Partners, LLC 440.04%0.04%0.05%Q1 2014Q4 20144
PARAMETRIC PORTFOLIO ASSOCIATES LLC 440.03%0.03%0.03%Q2 2021Q1 20224
ARROW FINANCIAL CORP 440.00%0.00%0.00%Q2 2013Q1 20144
Kestra Advisory Services, LLC 310.00%0.00%0.00%Q1 2022Q2 20234
Ameritas Investment Partners, Inc. 440.25%0.34%0.44%Q3 2013Q2 20144
Interchange Capital Partners, LLC 220.25%0.34%0.43%Q4 2020Q1 20224
CAPTRUST FINANCIAL ADVISORS 440.00%0.00%0.00%Q2 2021Q1 20224
Barber Financial Group, Inc. 310.11%0.18%0.22%Q3 2017Q4 20194
Qube Research & Technologies Ltd 210.00%0.00%0.00%Q3 2021Q1 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CX Institutional 330.02%0.03%0.04%Q4 2018Q2 20193
Belvedere Trading LLC 220.00%0.02%0.04%Q3 2021Q4 20213
Partnervest Advisory Services LLC 330.01%0.01%0.01%Q4 2013Q2 20143
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Virtu Financial LLC 210.02%0.04%0.07%Q3 2019Q2 20223
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
VAN ECK ASSOCIATES CORP 330.00%0.00%0.00%Q2 2014Q4 20143
Sage Mountain Advisors LLC 330.06%0.07%0.08%Q2 2021Q4 20213
TWO SIGMA SECURITIES, LLC 110.01%0.03%0.07%Q4 2016Q2 20223
Financial Gravity Companies, Inc. 210.01%0.01%0.01%Q4 2017Q4 20183
MGO ONE SEVEN LLC 210.01%0.01%0.01%Q4 2017Q4 20183
ALLSTATE CORP 330.18%0.21%0.23%Q1 2022Q3 20223
Arkadios Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
East Coast Asset Management, LLC. 330.00%0.00%0.00%Q4 2012Q2 20133
GLENMEDE TRUST CO NA 330.00%0.00%0.00%Q2 2013Q4 20133
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Prime Capital Investment Advisors, LLC 210.01%0.01%0.01%Q4 2022Q3 20233
Acorn Wealth Advisors, LLC 330.02%0.02%0.02%Q4 2017Q2 20183
MACROVIEW INVESTMENT MANAGEMENT LLC 330.00%0.00%0.00%Q2 2022Q4 20223
XPONANCE, INC. 330.18%0.28%0.39%Q3 2016Q1 20173
Blue Trust, Inc. 210.00%0.00%0.00%Q2 2022Q1 20233
VIAWEALTH, LLC 330.16%0.21%0.29%Q4 2022Q2 20233
Anfield Capital Management, LLC 210.56%0.67%0.75%Q4 2020Q3 20213
Pinkerton Retirement Specialists, LLC 330.00%0.00%0.00%Q2 2016Q4 20163
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q3 2018Q1 20213
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Private Advisor Group, LLC 210.00%0.01%0.01%Q3 2014Q2 20203
Sound Income Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Westside Investment Management, Inc. 210.01%0.01%0.01%Q1 2018Q4 20183
MOTCO 330.00%0.00%0.00%Q2 2013Q4 20133
TRUST CO OF VERMONT 210.00%0.00%0.00%Q4 2022Q3 20233
BOENNING & SCATTERGOOD, INC. 330.07%0.08%0.09%Q2 2018Q4 20183
TCI Wealth Advisors, Inc. 210.00%0.00%0.00%Q4 2013Q3 20213
EWG Elevate Inc. 111.60%1.77%1.94%Q1 2021Q3 20212
STANCORP INVESTMENT ADVISERS INC 220.01%0.01%0.01%Q4 2014Q1 20152
Daiwa SB Investments Ltd. 220.00%0.01%0.02%Q4 2018Q1 20192
Aveo Capital Partners, LLC 110.88%1.10%1.31%Q4 2019Q2 20212
UMB Bank, n.a. 220.00%0.00%0.00%Q1 2022Q2 20222
Krilogy Financial LLC 110.00%0.00%0.00%Q3 2015Q1 20162
Pinnacle Bancorp, Inc. 220.00%0.00%0.01%Q1 2020Q2 20202
Selective Wealth Management, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
Renaissance Technologies 220.00%0.00%0.00%Q2 2022Q3 20222
Vanguard Capital Wealth Advisors 110.17%0.17%0.18%Q2 2021Q4 20212
Virtue Capital Management, LLC 220.00%0.01%0.01%Q4 2017Q1 20182
Patriot Financial Group Insurance Agency, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Independence Advisors, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 220.00%0.00%0.00%Q2 2014Q3 20142
Ranch Capital Advisors Inc. 220.01%0.01%0.01%Q1 2020Q2 20202
EP Wealth Advisors, LLC 221.81%1.87%1.93%Q3 2013Q4 20132
Wealth Quarterback LLC 110.00%0.12%0.24%Q1 1987Q3 20212
American Financial Network Advisory Services LLC 220.06%0.07%0.07%Q3 2017Q4 20172
Jane Street Holding, LLC 220.01%0.02%0.03%Q3 2013Q4 20132
CENTAURUS FINANCIAL, INC. 110.00%0.16%0.32%Q4 2017Q2 20182
Ridgewood Investments LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q1 2018Q3 20182
HT Partners LLC 221.02%1.21%1.41%Q1 2015Q2 20152
CHILTON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2013Q3 20132
CABANA LLC 110.00%0.00%0.00%Q4 2019Q2 20202
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q1 2013Q4 20142
Astoria Portfolio Advisors LLC. 110.10%0.12%0.14%Q4 2022Q3 20232
Allianz Asset Management GmbH 220.00%0.00%0.00%Q4 2021Q1 20222
PICTET ASSET MANAGEMENT LTD 220.00%0.01%0.01%Q4 2017Q1 20182
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q3 2019Q1 20202
B. Riley Wealth Advisors, Inc. 110.00%0.01%0.01%Q2 2014Q4 20142
PRINCIPAL FINANCIAL GROUP INC 110.00%0.00%0.00%Q2 2013Q4 20142
B. Riley Wealth Management, Inc. 220.03%0.03%0.03%Q2 2019Q3 20192
WEBSTER BANK, N. A. 220.05%0.06%0.07%Q2 2013Q3 20132
Placemark Investments, Inc. 220.00%0.00%0.01%Q2 2014Q3 20142
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Harel Insurance Investments & Financial Services Ltd. 110.01%0.01%0.01%Q2 2016Q2 20161
Independent Advisor Alliance 110.06%0.06%0.06%Q1 2017Q1 20171
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
PICTET ASSET MANAGEMENT SA 110.02%0.02%0.02%Q1 2023Q1 20231
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.00%0.00%0.00%Q2 2021Q2 20211
Allworth Financial LP 110.00%0.00%0.00%Q3 2021Q3 20211
MBL Wealth, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
NORTHSTAR INVESTMENT ADVISORS LLC 110.08%0.08%0.08%Q4 2015Q4 20151
Atria Investments, Inc 110.01%0.01%0.01%Q4 2019Q4 20191
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Blume Capital Management, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
BARING ASSET MANAGEMENT Ltd 110.31%0.31%0.31%Q3 2014Q3 20141
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
Desjardins Global Asset Management Inc. 110.16%0.16%0.16%Q2 2023Q2 20231
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Concorde Asset Management, LLC 110.18%0.18%0.18%Q2 2019Q2 20191
Spire Wealth Management 110.00%0.00%0.00%Q4 2021Q4 20211
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MARSHALL WACE, LLP 110.00%0.00%0.00%Q1 2022Q1 20221
Transamerica Financial Advisors, Inc. 110.01%0.01%0.01%Q1 2016Q1 20161
AlphaCore Capital LLC 110.00%0.00%0.00%Q3 2021Q3 20211
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
DOHJ, LLC 110.24%0.24%0.24%Q1 2023Q1 20231
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Ground Swell Capital, LLC 110.10%0.10%0.10%Q2 2014Q2 20141
HRT FINANCIAL LP 110.00%0.00%0.00%Q2 2022Q2 20221
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Alhambra Investment Management LLC 110.45%0.45%0.45%Q2 2020Q2 20201
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Invesco Ltd. 110.00%0.00%0.00%Q4 2013Q4 20131
HOWE & RUSLING INC 110.00%0.00%0.00%Q2 2013Q2 20131
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Kalos Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Csenge Advisory Group 110.26%0.26%0.26%Q4 2019Q4 20191
Glassman Wealth Services 110.00%0.00%0.00%Q4 2021Q4 20211
SYM FINANCIAL Corp 110.00%0.00%0.00%Q4 2019Q4 20191
CONNING INC. 110.04%0.04%0.04%Q3 2016Q3 20161
SCHRODERS IS Ltd 112.32%2.32%2.32%Q1 2021Q1 20211
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Chessman Wealth Strategies RIA 110.02%0.02%0.02%Q3 2018Q3 20181
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
F3Logic, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Paradigm Financial Partners, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
MCF Advisors LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Y.D. More Investments Ltd 110.08%0.08%0.08%Q4 2022Q4 20221
Capital Analysts, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Cornerstone Wealth Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
NewEdge Wealth, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Ruggie Capital Group 110.62%0.62%0.62%Q3 2020Q3 20201
GREENWOOD CAPITAL ASSOCIATES LLC 110.44%0.44%0.44%Q4 2016Q4 20161
WHV Investments, Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
CoreCap Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
WealthOne, LLC 110.24%0.24%0.24%Q4 2019Q4 20191
AHL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Hernani Holdings LLC 111.00%1.00%1.00%Q4 2020Q4 20201
BARCLAYS PLC 110.00%0.00%0.00%Q3 2021Q3 20211
Concert Wealth Management Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
HHM Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2013Q3 20131
Field & Main Bank 110.00%0.00%0.00%Q2 2022Q2 20221
Cetera Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Stearns Financial Services Group 110.01%0.01%0.01%Q3 2020Q3 20201
External links

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