Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NTV ASSET MANAGEMENT LLC | 42 | 42 | 0.18% | 0.31% | 0.52% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
LPL Financial LLC | 28 | 13 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
HOWE & RUSLING INC | 35 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Baker Avenue Asset Management, LP | 25 | 10 | 0.02% | 0.06% | 0.19% | Q4 2014 | Q3 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2021 | 32 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
PNC FINANCIAL SERVICES GROUP, INC. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2021 | 32 |
QUANTUM CAPITAL MANAGEMENT | 30 | 30 | 0.04% | 0.11% | 0.29% | Q2 2013 | Q3 2020 | 30 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.01% | 0.07% | Q3 2014 | Q3 2023 | 29 |
BARCLAYS PLC | 26 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2021 | 28 |
IFP Advisors, Inc | 17 | 11 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 28 |
OPTIMUM INVESTMENT ADVISORS | 24 | 4 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 26 |
Raymond James Financial Services Advisors, Inc. | 19 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2021 | 26 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.09% | 0.12% | 0.18% | Q4 2017 | Q3 2023 | 24 |
Slow Capital, Inc. | 24 | 24 | 0.48% | 0.69% | 0.92% | Q4 2017 | Q3 2023 | 24 |
FIL Ltd | 23 | 23 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2022 | 23 |
Focused Wealth Management, Inc | 23 | 23 | 0.01% | 0.19% | 0.87% | Q3 2013 | Q1 2019 | 23 |
COMMONWEALTH EQUITY SERVICES, LLC | 9 | 6 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 9 | 1 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 21 |
CITIGROUP INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
Carroll Financial Associates, Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.06% | 0.07% | 0.11% | Q1 2019 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 19 |
KCS Wealth Advisory | 18 | 18 | 0.14% | 0.34% | 0.51% | Q4 2017 | Q1 2022 | 18 |
Brookstone Capital Management | 12 | 2 | 0.01% | 0.15% | 0.56% | Q1 2015 | Q4 2019 | 18 |
Fisher Asset Management, LLC | 18 | 18 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Newfound Research LLC | 12 | 6 | 0.35% | 4.80% | 9.08% | Q4 2015 | Q2 2020 | 18 |
Peachtree Investment Advisors, Inc. | 13 | 4 | 0.15% | 0.20% | 0.23% | Q3 2014 | Q4 2018 | 17 |
Jacobi Capital Management LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2021 | 17 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 16 |
Perigon Wealth Management, LLC | 9 | 1 | 0.01% | 0.19% | 0.34% | Q2 2014 | Q4 2020 | 16 |
BESSEMER GROUP INC | 7 | 1 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q3 2023 | 16 |
WRAPMANAGER INC | 12 | 4 | 0.07% | 0.48% | 0.77% | Q4 2015 | Q4 2019 | 16 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
Patten Group, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2018 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
BARINGS LLC | 9 | 1 | 0.00% | 0.06% | 0.20% | Q1 2017 | Q2 2021 | 14 |
GOLDMAN SACHS GROUP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 14 |
AMP Capital Investors Ltd | 6 | 4 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q1 2021 | 14 |
TD Capital Management LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 13 |
Financial Gravity Asset Management, Inc. | 8 | 1 | 0.00% | 0.02% | 0.07% | Q1 2019 | Q3 2023 | 13 |
Transamerica Financial Advisors, Inc. | 8 | 5 | 0.00% | 0.03% | 0.30% | Q1 2015 | Q3 2018 | 13 |
GREENLEAF TRUST | 13 | 13 | 0.01% | 0.04% | 0.09% | Q2 2017 | Q2 2020 | 13 |
Mirae Asset Global Investments Co., Ltd. | 8 | 1 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q3 2021 | 13 |
NEXT Financial Group, Inc | 11 | 1 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q4 2021 | 13 |
SG Americas Securities, LLC | 6 | 6 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2017 | 12 |
Equitable Holdings, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Millburn Ridgefield Corp | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
SENTINEL TRUST CO LBA | 12 | 12 | 0.26% | 0.31% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Avantax Planning Partners, Inc. | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Wealth Management Partners, LLC | 12 | 12 | 0.22% | 0.43% | 0.62% | Q4 2020 | Q3 2023 | 12 |
US BANCORP \DE\ | 8 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
JPMORGAN CHASE & CO | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 12 |
MSI Financial Services Inc | 12 | 12 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q4 2016 | 12 |
Sunflower Bank, N.A. | 12 | 12 | 0.12% | 0.35% | 0.69% | Q4 2020 | Q3 2023 | 12 |
NOMURA ASSET MANAGEMENT CO LTD | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Creative Planning | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 11 |
Laidlaw Wealth Management LLC | 4 | 3 | 0.12% | 0.17% | 0.30% | Q1 2020 | Q3 2023 | 11 |
Wharton Business Group, LLC | 8 | 3 | 0.52% | 1.06% | 1.69% | Q4 2020 | Q3 2023 | 11 |
InterOcean Capital, LLC | 11 | 11 | 0.20% | 0.30% | 0.39% | Q3 2017 | Q1 2020 | 11 |
Vontobel Holding Ltd. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CIBC WORLD MARKET INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
RAYMOND JAMES & ASSOCIATES | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2021 | 10 |
Rockefeller Capital Management L.P. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 10 |
Virtu KCG Holdings LLC | 6 | 2 | 0.00% | 0.03% | 0.09% | Q3 2014 | Q2 2017 | 10 |
PICTET ASSET MANAGEMENT LTD | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2021 | 10 |
NATIONAL PLANNING CORP | 9 | 9 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q2 2015 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 3 | 2 | 0.04% | 0.29% | 0.56% | Q1 2016 | Q2 2023 | 9 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q2 2015 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
PGIM Custom Harvest LLC | 4 | 4 | 0.14% | 0.67% | 1.63% | Q4 2020 | Q3 2023 | 8 |
Trust Co | 8 | 8 | 0.01% | 0.05% | 0.12% | Q1 2015 | Q4 2016 | 8 |
Heritage Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Cornerstone Advisors, Inc. | 8 | 8 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q3 2018 | 8 |
Cambridge Investment Research Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Miracle Mile Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q4 2022 | 8 |
Kore Private Wealth LLC | 7 | 7 | 0.09% | 0.12% | 0.15% | Q1 2020 | Q3 2021 | 7 |
BARING ASSET MANAGEMENT Ltd | 4 | 3 | 0.07% | 0.22% | 0.47% | Q3 2014 | Q3 2017 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.11% | 0.12% | 0.13% | Q4 2020 | Q2 2022 | 7 |
HSBC HOLDINGS PLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2013 | 7 |
WFG Advisors, LP | 7 | 7 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 7 |
People's United Financial, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Beaumont Financial Partners, LLC | 4 | 1 | 0.02% | 0.16% | 0.81% | Q3 2013 | Q4 2016 | 6 |
AMERIPRISE FINANCIAL INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Compagnie Lombard Odier SCmA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2016 | 6 |
TCWP LLC | 6 | 6 | 0.19% | 0.20% | 0.22% | Q4 2021 | Q1 2023 | 6 |
Valeo Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Lido Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Commonwealth Equity Services, Inc | 4 | 2 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2017 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Baker Ellis Asset Management LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 6 |
SCOTIA CAPITAL INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2021 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.14% | 0.21% | 0.24% | Q2 2013 | Q2 2014 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Cambria Investment Management, L.P. | 4 | 1 | 1.01% | 1.18% | 1.48% | Q4 2019 | Q3 2023 | 5 |
Archer Investment Corp | 5 | 5 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q2 2021 | 5 |
Cerity Partners LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
LAZARD ASSET MANAGEMENT LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
COOKSON PEIRCE & CO INC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Proficio Capital Partners LLC | 5 | 5 | 0.31% | 0.36% | 0.39% | Q2 2017 | Q2 2018 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
GLENMEDE TRUST CO NA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 5 |
Gladstone Institutional Advisory LLC | 4 | 1 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 5 |
EXANE DERIVATIVES | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Vigilant Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Steward Partners Investment Advisory, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 4 |
Global Retirement Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 4 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 4 | 4 | 0.04% | 0.10% | 0.16% | Q2 2020 | Q1 2021 | 4 |
TORONTO DOMINION BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 4 |
Argentus Capital Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q3 2016 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.20% | 0.27% | Q2 2013 | Q1 2014 | 4 |
Clearstead Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Brand Asset Management Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Polaris Wealth Advisory Group, LLC | 4 | 4 | 2.97% | 3.32% | 3.85% | Q2 2013 | Q1 2014 | 4 |
XPONANCE, INC. | 3 | 1 | 0.37% | 1.18% | 3.22% | Q4 2015 | Q1 2017 | 4 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
CAPTRUST FINANCIAL ADVISORS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.07% | 0.08% | 0.11% | Q4 2018 | Q3 2023 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Tower Research Capital LLC (TRC) | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2016 | 4 |
ASSETMARK, INC | 2 | 2 | 0.00% | 0.18% | 0.70% | Q1 2018 | Q3 2023 | 4 |
Madden Advisory Services, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
PRIVATE TRUST CO NA | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q2 2022 | 3 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
HT Partners LLC | 3 | 3 | 1.70% | 2.10% | 2.56% | Q4 2014 | Q2 2015 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q2 2014 | 3 |
Crosspoint Capital Strategies, LLC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q1 2015 | Q3 2015 | 3 |
Placemark Investments, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2014 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 1 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q2 2017 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 3 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2022 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2012 | Q2 2013 | 3 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 0.43% | 0.43% | 0.44% | Q2 2023 | Q3 2023 | 2 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Maryland Capital Management | 1 | 1 | 0.10% | 0.11% | 0.11% | Q4 2020 | Q2 2021 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CHURCHILL MANAGEMENT Corp | 2 | 2 | 0.26% | 0.27% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Lombard Odier & Cie (Bahamas) Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
NORTHERN TRUST CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
OPPENHEIMER ASSET MANAGEMENT INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Stearns Financial Services Group | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Firestone Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Echo Point Investment Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
AMERICAN NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 0.20% | 0.23% | 0.26% | Q1 2019 | Q2 2019 | 2 |
Freedom Investment Management, Inc. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q1 2020 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
DEUTSCHE BANK AG\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
CX Institutional | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Clark Capital Management Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 2 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2018 | Q4 2018 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2019 | Q1 2019 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Richard C. Young & CO., LTD. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
BHF Kleinwort Benson Group S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Hernani Holdings LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2020 | Q4 2020 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2020 | Q4 2020 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Odey Asset Management Group Ltd | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 1.78% | 1.78% | 1.78% | Q4 2019 | Q4 2019 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2014 | Q2 2014 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Bensler, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2021 | Q4 2021 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2014 | Q3 2014 | 1 |
Nationwide Fund Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
FORVIS Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NEW YORK STATE COMMON RETIREMENT FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FIRST MIDWEST BANK TRUST DIVISION | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2018 | Q1 2018 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Diversified, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.