Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | 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 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 22 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 34 |
JANE STREET GROUP, LLC | 19 | 1 | 0.00% | 0.01% | 0.11% | Q1 2014 | Q3 2023 | 33 |
AMERIPRISE FINANCIAL INC | 26 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2022 | 33 |
JPMORGAN CHASE & CO | 23 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
CWM, LLC | 22 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 30 |
QUANTUM CAPITAL MANAGEMENT | 30 | 30 | 0.05% | 0.13% | 0.35% | Q2 2013 | Q3 2020 | 30 |
WHITTIER TRUST CO | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2022 | 29 |
BESSEMER GROUP INC | 28 | 28 | 0.00% | 0.01% | 0.29% | Q4 2016 | Q3 2023 | 28 |
OPTIMUM INVESTMENT ADVISORS | 24 | 4 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2019 | 27 |
US BANCORP \DE\ | 26 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2023 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2022 | 26 |
SCOTIA CAPITAL INC. | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Front Row Advisors LLC | 24 | 24 | 0.12% | 0.15% | 0.21% | Q4 2017 | Q3 2023 | 24 |
FIL Ltd | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Slow Capital, Inc. | 24 | 24 | 0.52% | 0.82% | 1.39% | Q4 2017 | Q3 2023 | 24 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 22 |
TD Capital Management LLC | 13 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 22 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 4 | 0.01% | 0.06% | 0.20% | Q4 2013 | Q2 2021 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 19 | 1 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q4 2020 | 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 |
Perigon Wealth Management, LLC | 10 | 1 | 0.02% | 0.25% | 0.53% | Q4 2013 | Q4 2020 | 20 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.03% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
GREENLEAF TRUST | 19 | 19 | 0.00% | 0.03% | 0.09% | Q2 2017 | Q4 2021 | 19 |
KCS Wealth Advisory | 19 | 19 | 0.14% | 0.66% | 0.90% | Q4 2017 | Q2 2022 | 19 |
Evercore Wealth Management, LLC | 12 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 18 |
Cambridge Investment Research Advisors, Inc. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.02% | 0.06% | 0.18% | Q2 2013 | Q3 2017 | 18 |
Brookstone Capital Management | 12 | 2 | 0.01% | 0.14% | 0.57% | Q1 2015 | Q4 2019 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2017 | 18 |
Newfound Research LLC | 12 | 1 | 2.59% | 4.74% | 8.77% | Q4 2015 | Q2 2020 | 17 |
TRUE Private Wealth Advisors | 17 | 17 | 0.08% | 0.46% | 0.86% | Q4 2015 | Q4 2019 | 17 |
Winslow, Evans & Crocker, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2020 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 2 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 16 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
WRAPMANAGER INC | 12 | 4 | 0.08% | 0.46% | 0.76% | Q4 2015 | Q4 2019 | 16 |
NOMURA ASSET MANAGEMENT CO LTD | 13 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2018 | 15 |
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% | 0.01% | Q2 2016 | Q4 2019 | 15 |
RAYMOND JAMES & ASSOCIATES | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 14 |
Psagot Value Holdings Ltd. | 14 | 14 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q2 2018 | 14 |
Mirae Asset Global Investments Co., Ltd. | 9 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2021 | 14 |
XPONANCE, INC. | 8 | 6 | 0.08% | 0.88% | 3.69% | Q4 2013 | Q2 2017 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2016 | 14 |
SG Americas Securities, LLC | 5 | 1 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2017 | 13 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q2 2019 | 13 |
MML INVESTORS SERVICES, LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2022 | 13 |
IFP Advisors, Inc | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2021 | 13 |
Frank, Rimerman Advisors LLC | 12 | 12 | 0.23% | 0.30% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Fisher Asset Management, LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
Millburn Ridgefield Corp | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 12 |
Cedar Brook Financial Partners, LLC | 12 | 12 | 0.08% | 0.16% | 0.18% | Q4 2020 | Q3 2023 | 12 |
MSI Financial Services Inc | 8 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 12 |
Laidlaw Wealth Management LLC | 8 | 4 | 0.12% | 0.24% | 0.46% | Q1 2020 | Q3 2023 | 12 |
GOLDMAN SACHS GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2021 | 11 |
Sunflower Bank, N.A. | 11 | 11 | 0.10% | 0.23% | 0.45% | Q1 2021 | Q3 2023 | 11 |
InterOcean Capital, LLC | 11 | 11 | 0.09% | 0.12% | 0.14% | Q3 2017 | Q1 2020 | 11 |
FinTrust Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 11 |
Cambria Investment Management, L.P. | 4 | 1 | 0.20% | 0.97% | 1.89% | Q1 2015 | Q3 2023 | 10 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.01% | 0.05% | 0.14% | Q2 2015 | Q4 2022 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
BLAIR WILLIAM & CO/IL | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 10 |
BANK HAPOALIM BM | 7 | 3 | 0.26% | 0.55% | 0.91% | Q4 2014 | Q4 2017 | 10 |
Qube Research & Technologies Ltd | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Laurel Wealth Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
American Portfolios Advisors | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2019 | 9 |
Cetera Advisors LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2022 | 9 |
Beaumont Financial Partners, LLC | 6 | 1 | 0.02% | 0.27% | 1.09% | Q2 2014 | Q4 2020 | 9 |
BARING ASSET MANAGEMENT Ltd | 8 | 1 | 0.07% | 0.14% | 0.26% | Q1 2015 | Q2 2017 | 9 |
Compagnie Lombard Odier SCmA | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2017 | 9 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2019 | 9 |
Fort Point Capital Partners LLC | 9 | 9 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Newport Capital Group, LLC | 6 | 1 | 0.11% | 0.18% | 0.20% | Q4 2020 | Q3 2023 | 9 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2020 | 8 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q1 2017 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.28% | 0.36% | 0.60% | Q4 2020 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Prospera Financial Services Inc | 4 | 1 | 0.00% | 0.04% | 0.16% | Q2 2019 | Q1 2022 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Kore Private Wealth LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2022 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 7 |
Affiance Financial, LLC | 7 | 7 | 0.02% | 1.94% | 2.42% | Q1 2021 | Q3 2022 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
NewEdge Advisors, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
Summit X, LLC | 6 | 1 | 0.01% | 0.77% | 1.74% | Q2 2017 | Q3 2020 | 7 |
Regal Investment Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 7 |
Rockefeller Capital Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Lido Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q2 2022 | 6 |
HighTower Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 6 |
Transamerica Financial Advisors, Inc. | 4 | 2 | 0.00% | 0.29% | 0.86% | Q1 2015 | Q1 2018 | 6 |
Advisors Preferred, LLC | 3 | 1 | 0.02% | 0.05% | 0.07% | Q2 2019 | Q2 2023 | 6 |
TCWP LLC | 6 | 6 | 0.20% | 0.27% | 0.32% | Q4 2021 | Q1 2023 | 6 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 1 | 0.08% | 0.25% | 0.53% | Q1 2015 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
One Charles Private Wealth Services, LLC | 6 | 6 | 0.20% | 0.34% | 0.44% | Q2 2022 | Q3 2023 | 6 |
COOKSON PEIRCE & CO INC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q3 2018 | Q4 2019 | 6 |
Private Capital Group, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 6 |
BARCLAYS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 6 |
Vigilant Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2021 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2016 | 5 |
Cobble Hill Financial Services, INC | 5 | 5 | 0.07% | 0.07% | 0.08% | Q3 2013 | Q3 2014 | 5 |
PRUDENTIAL FINANCIAL INC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2022 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.06% | 0.07% | 0.07% | Q4 2013 | Q4 2014 | 5 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2017 | 5 |
EXANE DERIVATIVES | 5 | 5 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q2 2022 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Valeo Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Argent Trust Co | 5 | 5 | 0.18% | 0.20% | 0.26% | Q4 2014 | Q4 2015 | 5 |
TORONTO DOMINION BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 4 |
CONTINUUM WEALTH ADVISORS, LLC | 4 | 4 | 0.19% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q3 2023 | 4 |
WFG Advisors, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
CAPTRUST FINANCIAL ADVISORS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Crosspoint Capital Strategies, LLC | 4 | 4 | 0.00% | 0.05% | 0.11% | Q1 2015 | Q4 2015 | 4 |
NN Investment Partners Holdings N.V. | 2 | 2 | 0.20% | 0.29% | 0.36% | Q2 2017 | Q3 2018 | 4 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
BARINGS LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2018 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Janney Montgomery Scott LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Westside Investment Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
Madden Advisory Services, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Daiwa SB Investments Ltd. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 4 |
AMP Capital Investors Ltd | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Gladstone Institutional Advisory LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 4 |
B. Riley Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.04% | 0.06% | Q4 2014 | Q1 2016 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.04% | 0.33% | 0.69% | Q2 2013 | Q1 2014 | 4 |
ASSETMARK, INC | 2 | 2 | 0.00% | 1.06% | 2.22% | Q1 2015 | Q1 2016 | 4 |
J.P. Turner & Co Capital Mnagement, LLC | 4 | 4 | 0.59% | 0.68% | 0.79% | Q4 2014 | Q3 2015 | 4 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Sowell Financial Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
PICTET ASSET MANAGEMENT SA | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q2 2023 | 3 |
Country Club Trust Company, n.a. | 3 | 3 | 0.80% | 0.82% | 0.84% | Q2 2013 | Q4 2013 | 3 |
PROVENCE WEALTH MANAGEMENT GROUP | 2 | 1 | 0.02% | 0.20% | 0.31% | Q4 2021 | Q3 2023 | 3 |
SIMPLEX TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q3 2013 | 3 |
Financial Management Professionals, Inc. | 3 | 3 | 1.55% | 1.68% | 1.83% | Q2 2013 | Q4 2013 | 3 |
Occidental Asset Management, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 3 |
HT Partners LLC | 3 | 3 | 1.76% | 2.20% | 2.62% | Q4 2014 | Q2 2015 | 3 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Placemark Investments, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2014 | 3 |
55I, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Outlook Wealth Advisors, LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2020 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Gordian Capital Singapore Pte Ltd | 2 | 2 | 0.18% | 0.18% | 0.19% | Q4 2021 | Q1 2022 | 2 |
KWMG, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
PICTET ASSET MANAGEMENT LTD | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 2 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
EATON VANCE MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Retirement Planning Group, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2022 | Q3 2022 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 0.13% | 0.16% | 0.18% | Q1 2019 | Q2 2019 | 2 |
AMERICAN CENTURY COMPANIES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
BerganKDV Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2019 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2015 | Q2 2015 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q4 2017 | 2 |
NEW YORK STATE COMMON RETIREMENT FUND | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
BEAM WEALTH ADVISORS, INC. | 2 | 2 | 0.22% | 0.24% | 0.24% | Q2 2021 | Q3 2021 | 2 |
Catamount Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Lombard Odier & Cie (Bahamas) Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Maryland Capital Management | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2011 | Q2 2011 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
VISTA CAPITAL PARTNERS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Edge Capital Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Financial & Tax Architects, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
CPWM, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NFJ INVESTMENT GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Beaumont Capital Management, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2020 | Q4 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2018 | Q4 2018 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Virtu Financial LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2017 | Q3 2017 | 1 |
STRINGER ASSET MANAGEMENT, LLC | 1 | 1 | 4.16% | 4.16% | 4.16% | Q4 2013 | Q4 2013 | 1 |
Odey Asset Management Group Ltd | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2018 | Q4 2018 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Prostatis Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
BHF Kleinwort Benson Group S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.