ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.01%0.07%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.01%0.01%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.02%0.07%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 41410.00%0.00%0.01%Q3 2013Q3 202341
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1610.00%0.00%0.00%Q2 2013Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
BANK OF MONTREAL /CAN/ 1920.00%0.00%0.00%Q4 2013Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.00%0.00%Q1 2015Q3 202335
Raymond James Financial Services Advisors, Inc. 2210.00%0.01%0.08%Q2 2013Q3 202334
JANE STREET GROUP, LLC 1910.00%0.01%0.11%Q1 2014Q3 202333
AMERIPRISE FINANCIAL INC 2670.00%0.00%0.00%Q3 2013Q1 202233
JPMORGAN CHASE & CO 2310.00%0.00%0.00%Q2 2013Q3 202330
CWM, LLC 2280.00%0.00%0.00%Q1 2016Q3 202330
QUANTUM CAPITAL MANAGEMENT 30300.05%0.13%0.35%Q2 2013Q3 202030
WHITTIER TRUST CO 29290.00%0.00%0.01%Q3 2015Q3 202229
BESSEMER GROUP INC 28280.00%0.01%0.29%Q4 2016Q3 202328
OPTIMUM INVESTMENT ADVISORS 2440.01%0.01%0.02%Q2 2014Q4 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.04%Q2 2013Q4 201927
US BANCORP \DE\ 2610.00%0.00%0.00%Q4 2016Q3 202327
Advisory Services Network, LLC 1310.00%0.00%0.01%Q4 2014Q1 202326
Geneos Wealth Management Inc. 26260.00%0.01%0.01%Q1 2016Q2 202226
SCOTIA CAPITAL INC. 25250.00%0.01%0.01%Q3 2017Q3 202325
Front Row Advisors LLC 24240.12%0.15%0.21%Q4 2017Q3 202324
FIL Ltd 24240.00%0.00%0.00%Q3 2016Q2 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.05%Q4 2017Q3 202324
Slow Capital, Inc. 24240.52%0.82%1.39%Q4 2017Q3 202324
Citadel Advisors 610.00%0.00%0.00%Q1 2015Q3 202322
TD Capital Management LLC 1340.00%0.00%0.00%Q1 2017Q3 202322
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1740.01%0.06%0.20%Q4 2013Q2 202121
ENVESTNET ASSET MANAGEMENT INC 1910.00%0.01%0.06%Q4 2013Q4 202021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
Perigon Wealth Management, LLC 1010.02%0.25%0.53%Q4 2013Q4 202020
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.03%0.03%0.05%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
GREENLEAF TRUST 19190.00%0.03%0.09%Q2 2017Q4 202119
KCS Wealth Advisory 19190.14%0.66%0.90%Q4 2017Q2 202219
Evercore Wealth Management, LLC 1260.00%0.00%0.01%Q2 2013Q4 201718
Cambridge Investment Research Advisors, Inc. 720.00%0.00%0.01%Q2 2017Q3 202318
NATIONAL PLANNING CORP 18180.02%0.06%0.18%Q2 2013Q3 201718
Brookstone Capital Management 1220.01%0.14%0.57%Q1 2015Q4 201918
Commonwealth Equity Services, Inc 18180.01%0.03%0.05%Q2 2013Q3 201718
Newfound Research LLC 1212.59%4.74%8.77%Q4 2015Q2 202017
TRUE Private Wealth Advisors 17170.08%0.46%0.86%Q4 2015Q4 201917
Winslow, Evans & Crocker, Inc. 1510.00%0.00%0.00%Q4 2013Q4 202016
CREATIVE FINANCIAL DESIGNS INC /ADV 1420.01%0.02%0.04%Q4 2017Q3 202316
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1310.00%0.00%0.00%Q4 2018Q3 202316
WRAPMANAGER INC 1240.08%0.46%0.76%Q4 2015Q4 201916
NOMURA ASSET MANAGEMENT CO LTD 1320.00%0.01%0.02%Q4 2014Q4 201815
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
RAYMOND JAMES & ASSOCIATES 1010.00%0.00%0.00%Q4 2017Q2 202314
Psagot Value Holdings Ltd. 14140.01%0.02%0.05%Q1 2015Q2 201814
Mirae Asset Global Investments Co., Ltd. 910.00%0.01%0.04%Q2 2017Q3 202114
XPONANCE, INC. 860.08%0.88%3.69%Q4 2013Q2 201714
WESTPORT RESOURCES MANAGEMENT INC 14140.02%0.04%0.08%Q2 2013Q3 201614
SG Americas Securities, LLC 510.00%0.04%0.09%Q2 2013Q3 201713
NEXT Financial Group, Inc 1110.00%0.02%0.07%Q3 2014Q2 201913
MML INVESTORS SERVICES, LLC 1210.00%0.01%0.01%Q2 2017Q2 202213
IFP Advisors, Inc 610.00%0.00%0.01%Q4 2015Q2 202113
Frank, Rimerman Advisors LLC 12120.23%0.30%0.39%Q4 2020Q3 202312
Fisher Asset Management, LLC 840.00%0.00%0.00%Q1 2020Q3 202312
Millburn Ridgefield Corp 12120.00%0.00%0.00%Q2 2020Q1 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Cetera Advisor Networks LLC 1010.00%0.01%0.02%Q3 2016Q3 202312
Cedar Brook Financial Partners, LLC 12120.08%0.16%0.18%Q4 2020Q3 202312
MSI Financial Services Inc 840.00%0.01%0.02%Q2 2013Q4 201612
Laidlaw Wealth Management LLC 840.12%0.24%0.46%Q1 2020Q3 202312
GOLDMAN SACHS GROUP INC 410.00%0.00%0.01%Q3 2013Q3 202111
Sunflower Bank, N.A. 11110.10%0.23%0.45%Q1 2021Q3 202311
InterOcean Capital, LLC 11110.09%0.12%0.14%Q3 2017Q1 202011
FinTrust Capital Advisors, LLC 11110.00%0.00%0.00%Q4 2018Q2 202111
Cambria Investment Management, L.P. 410.20%0.97%1.89%Q1 2015Q3 202310
OLD MISSION CAPITAL LLC 410.01%0.05%0.14%Q2 2015Q4 202210
JTC Employer Solutions Trustee Ltd 10100.02%0.03%0.04%Q2 2021Q3 202310
BLAIR WILLIAM & CO/IL 510.00%0.00%0.00%Q1 2019Q4 202110
BENJAMIN F. EDWARDS & COMPANY, INC. 550.00%0.00%0.00%Q1 2015Q4 201910
BANK HAPOALIM BM 730.26%0.55%0.91%Q4 2014Q4 201710
Qube Research & Technologies Ltd 10100.00%0.00%0.00%Q2 2021Q3 202310
Castleview Partners, LLC 810.00%0.00%0.01%Q2 2021Q3 20239
Laurel Wealth Advisors LLC 990.00%0.00%0.00%Q3 2021Q3 20239
American Portfolios Advisors 990.00%0.00%0.01%Q4 2017Q4 20199
Cetera Advisors LLC 810.00%0.01%0.01%Q1 2019Q2 20229
Beaumont Financial Partners, LLC 610.02%0.27%1.09%Q2 2014Q4 20209
BARING ASSET MANAGEMENT Ltd 810.07%0.14%0.26%Q1 2015Q2 20179
Compagnie Lombard Odier SCmA 990.00%0.00%0.00%Q1 2015Q1 20179
ADVANTAGE INVESTMENT MANAGEMENT, LLC 990.00%0.01%0.01%Q3 2017Q3 20199
Fort Point Capital Partners LLC 990.05%0.05%0.06%Q3 2021Q3 20239
Newport Capital Group, LLC 610.11%0.18%0.20%Q4 2020Q3 20239
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
AVANTAX ADVISORY SERVICES, INC. 880.00%0.01%0.04%Q4 2018Q3 20208
Virtu KCG Holdings LLC 310.01%0.02%0.05%Q1 2014Q1 20178
PGIM Custom Harvest LLC 440.28%0.36%0.60%Q4 2020Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Prospera Financial Services Inc 410.00%0.04%0.16%Q2 2019Q1 20228
Strengthening Families & Communities, LLC 880.00%0.03%0.04%Q4 2021Q3 20238
Kore Private Wealth LLC 210.00%0.03%0.08%Q4 2018Q3 20227
WHITENER CAPITAL MANAGEMENT, INC. 520.00%0.01%0.01%Q4 2017Q3 20197
Affiance Financial, LLC 770.02%1.94%2.42%Q1 2021Q3 20227
MANUFACTURERS LIFE INSURANCE COMPANY, THE 770.00%0.00%0.00%Q4 2016Q2 20187
NewEdge Advisors, LLC 430.00%0.00%0.01%Q2 2021Q3 20237
Summit X, LLC 610.01%0.77%1.74%Q2 2017Q3 20207
Regal Investment Advisors LLC 770.00%0.00%0.00%Q1 2014Q3 20157
Rockefeller Capital Management L.P. 770.00%0.00%0.00%Q2 2021Q4 20227
Lido Advisors, LLC 660.00%0.00%0.01%Q4 2020Q1 20226
FLOW TRADERS U.S. LLC 310.01%0.03%0.06%Q2 2020Q2 20226
HighTower Advisors, LLC 310.00%0.00%0.00%Q1 2018Q3 20236
Transamerica Financial Advisors, Inc. 420.00%0.29%0.86%Q1 2015Q1 20186
Advisors Preferred, LLC 310.02%0.05%0.07%Q2 2019Q2 20236
TCWP LLC 660.20%0.27%0.32%Q4 2021Q1 20236
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 210.08%0.25%0.53%Q1 2015Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
One Charles Private Wealth Services, LLC 660.20%0.34%0.44%Q2 2022Q3 20236
COOKSON PEIRCE & CO INC 660.03%0.05%0.06%Q3 2018Q4 20196
Private Capital Group, LLC 510.01%0.01%0.01%Q4 2017Q2 20196
BARCLAYS PLC 210.00%0.00%0.00%Q1 2015Q3 20236
Vigilant Capital Management, LLC 550.00%0.00%0.01%Q2 2022Q2 20235
High Net Worth Advisory Group LLC 550.00%0.00%0.01%Q4 2021Q4 20225
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q4 2016Q2 20215
Argentus Capital Management, LLC 550.00%0.01%0.02%Q3 2015Q3 20165
Cobble Hill Financial Services, INC 550.07%0.07%0.08%Q3 2013Q3 20145
PRUDENTIAL FINANCIAL INC 410.00%0.01%0.06%Q4 2018Q3 20225
NEW ENGLAND SECURITIES CORP /MA/ 550.06%0.07%0.07%Q4 2013Q4 20145
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q2 2014Q1 20175
EXANE DERIVATIVES 550.00%0.02%0.05%Q2 2021Q2 20225
BB&T INVESTMENT SERVICES, INC. 550.00%0.00%0.00%Q4 2016Q4 20175
Valeo Financial Advisors, LLC 550.00%0.00%0.00%Q1 2020Q1 20215
Argent Trust Co 550.18%0.20%0.26%Q4 2014Q4 20155
TORONTO DOMINION BANK 210.00%0.00%0.00%Q2 2018Q2 20234
CONTINUUM WEALTH ADVISORS, LLC 440.19%0.21%0.23%Q4 2022Q3 20234
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.02%Q3 2018Q2 20224
Family Asset Management, LLC 440.12%0.12%0.12%Q4 2022Q3 20234
WFG Advisors, LP 440.00%0.00%0.00%Q1 2014Q4 20144
CAPTRUST FINANCIAL ADVISORS 440.00%0.00%0.00%Q3 2021Q2 20224
Crosspoint Capital Strategies, LLC 440.00%0.05%0.11%Q1 2015Q4 20154
NN Investment Partners Holdings N.V. 220.20%0.29%0.36%Q2 2017Q3 20184
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.00%Q1 2021Q4 20214
BARINGS LLC 310.01%0.01%0.02%Q1 2017Q3 20184
Register Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Janney Montgomery Scott LLC 440.00%0.00%0.00%Q3 2017Q2 20184
Westside Investment Management, Inc. 440.01%0.01%0.01%Q1 2017Q4 20174
Madden Advisory Services, Inc. 440.01%0.01%0.02%Q2 2013Q1 20144
Daiwa SB Investments Ltd. 440.01%0.01%0.02%Q2 2018Q1 20194
AMP Capital Investors Ltd 440.01%0.01%0.02%Q2 2013Q1 20144
Gladstone Institutional Advisory LLC 440.02%0.02%0.02%Q3 2022Q2 20234
B. Riley Wealth Advisors, Inc. 310.00%0.04%0.06%Q4 2014Q1 20164
NewSquare Capital LLC 440.04%0.33%0.69%Q2 2013Q1 20144
ASSETMARK, INC 220.00%1.06%2.22%Q1 2015Q1 20164
J.P. Turner & Co Capital Mnagement, LLC 440.59%0.68%0.79%Q4 2014Q3 20154
Integrated Wealth Concepts LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Sowell Financial Services LLC 330.00%0.00%0.00%Q3 2019Q1 20203
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
PICTET ASSET MANAGEMENT SA 210.01%0.02%0.04%Q3 2021Q2 20233
Country Club Trust Company, n.a. 330.80%0.82%0.84%Q2 2013Q4 20133
PROVENCE WEALTH MANAGEMENT GROUP 210.02%0.20%0.31%Q4 2021Q3 20233
SIMPLEX TRADING, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
PRIVATE TRUST CO NA 330.02%0.02%0.02%Q1 2013Q3 20133
Financial Management Professionals, Inc. 331.55%1.68%1.83%Q2 2013Q4 20133
Occidental Asset Management, LLC 330.06%0.06%0.06%Q2 2021Q4 20213
HT Partners LLC 331.76%2.20%2.62%Q4 2014Q2 20153
SCHRODER INVESTMENT MANAGEMENT GROUP 330.01%0.01%0.01%Q4 2014Q2 20153
Placemark Investments, Inc. 330.01%0.01%0.02%Q2 2014Q4 20143
55I, LLC 330.01%0.02%0.02%Q1 2022Q3 20223
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q1 2020Q2 20202
Outlook Wealth Advisors, LLC 220.19%0.19%0.19%Q2 2023Q3 20232
Private Advisor Group, LLC 110.00%0.00%0.01%Q3 2014Q2 20202
Virtue Capital Management, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Gordian Capital Singapore Pte Ltd 220.18%0.18%0.19%Q4 2021Q1 20222
KWMG, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
PICTET ASSET MANAGEMENT LTD 220.00%0.01%0.01%Q1 2020Q2 20202
Patriot Financial Group Insurance Agency, LLC 110.00%0.00%0.01%Q3 2018Q2 20222
Cerity Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
EATON VANCE MANAGEMENT 220.00%0.00%0.00%Q2 2022Q3 20222
Retirement Planning Group, LLC 220.07%0.07%0.08%Q2 2022Q3 20222
Concorde Asset Management, LLC 220.13%0.16%0.18%Q1 2019Q2 20192
AMERICAN CENTURY COMPANIES INC 220.00%0.00%0.00%Q4 2014Q1 20152
BerganKDV Wealth Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Realta Investment Advisors 220.00%0.00%0.01%Q1 2019Q2 20192
ProVise Management Group, LLC 220.14%0.14%0.14%Q1 2015Q2 20152
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
American Financial Network Advisory Services LLC 220.09%0.09%0.09%Q3 2017Q4 20172
NEW YORK STATE COMMON RETIREMENT FUND 220.01%0.01%0.01%Q4 2013Q1 20142
BEAM WEALTH ADVISORS, INC. 220.22%0.24%0.24%Q2 2021Q3 20212
Catamount Wealth Management 220.00%0.00%0.00%Q1 2015Q2 20152
Prime Capital Investment Advisors, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Lombard Odier & Cie (Bahamas) Ltd 220.02%0.02%0.02%Q2 2015Q3 20152
Maryland Capital Management 220.09%0.09%0.10%Q4 2021Q1 20222
RATIONAL ADVISORS LLC 110.02%0.02%0.02%Q2 2011Q2 20111
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
RWA WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
VISTA CAPITAL PARTNERS, INC. 110.04%0.04%0.04%Q4 2021Q4 20211
Edge Capital Group, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Financial & Tax Architects, LLC 110.13%0.13%0.13%Q4 2021Q4 20211
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
PARSONS CAPITAL MANAGEMENT INC/RI 110.00%0.00%0.00%Q1 2015Q1 20151
Visionary Asset Management, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
OLD MISSION CAPITAL, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
DAVENPORT & Co LLC 110.00%0.00%0.00%Q3 2021Q3 20211
GSA CAPITAL PARTNERS LLP 110.03%0.03%0.03%Q4 2022Q4 20221
CPWM, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
UMB Bank, n.a. 110.00%0.00%0.00%Q2 2022Q2 20221
NFJ INVESTMENT GROUP, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q4 2022Q4 20221
EPG Wealth Management LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Jane Street Holding, LLC 110.04%0.04%0.04%Q2 2013Q2 20131
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q3 2021Q3 20211
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Beaumont Capital Management, LLC 110.63%0.63%0.63%Q4 2020Q4 20201
SOCIETE GENERALE 110.06%0.06%0.06%Q2 2016Q2 20161
Capital Asset Advisory Services LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q2 2014Q2 20141
Pictet Asset Management Holding SA 110.02%0.02%0.02%Q3 2023Q3 20231
UBS OCONNOR LLC 110.06%0.06%0.06%Q3 2015Q3 20151
Landsberg, Bennett, & Dubbaneh LLC 110.46%0.46%0.46%Q4 2018Q4 20181
Apollon Wealth Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
US FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Kistler-Tiffany Companies, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Virtu Financial LLC 110.13%0.13%0.13%Q3 2017Q3 20171
STRINGER ASSET MANAGEMENT, LLC 114.16%4.16%4.16%Q4 2013Q4 20131
Odey Asset Management Group Ltd 110.21%0.21%0.21%Q2 2013Q2 20131
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.89%0.89%0.89%Q4 2018Q4 20181
CAHILL FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
GUGGENHEIM CAPITAL LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Mariner, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Glassman Wealth Services 110.00%0.00%0.00%Q4 2021Q4 20211
Prostatis Group LLC 110.01%0.01%0.01%Q2 2023Q2 20231
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
TRUEWEALTH LLC 110.01%0.01%0.01%Q2 2020Q2 20201
SUMITOMO MITSUI FINANCIAL GROUP, INC. 110.01%0.01%0.01%Q1 2018Q1 20181
Ground Swell Capital, LLC 110.06%0.06%0.06%Q3 2014Q3 20141
BHF Kleinwort Benson Group S.A. 110.01%0.01%0.01%Q1 2014Q1 20141
External links

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