ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.00%Q2 2013Q3 202386
Citadel Advisors 2910.00%0.00%0.00%Q2 2014Q3 202363
BARCLAYS PLC 2610.00%0.00%0.00%Q2 2013Q1 202352
GOLDMAN SACHS GROUP INC 1520.00%0.00%0.01%Q1 2012Q3 202343
LPL Financial LLC 42420.00%0.01%0.05%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.03%0.10%0.30%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.02%Q2 2013Q3 202342
PINNACLE FINANCIAL PARTNERS INC 42420.00%0.20%0.57%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.06%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.02%Q2 2013Q3 202342
PATTEN & PATTEN INC/TN 42420.03%0.04%0.05%Q2 2013Q3 202342
North Star Investment Management Corp. 42420.05%0.32%0.75%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
MARTIN & CO INC /TN/ 42420.58%1.48%2.70%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
First Horizon Advisors, Inc. 41410.01%0.03%0.08%Q3 2013Q3 202341
Cambridge Investment Research Advisors, Inc. 40400.00%0.02%0.10%Q4 2013Q3 202340
OLD SECOND NATIONAL BANK OF AURORA 40400.01%0.91%1.62%Q2 2013Q1 202340
PETTYJOHN, WOOD & WHITE, INC 40400.05%0.14%0.21%Q2 2013Q1 202340
HighTower Advisors, LLC 27120.00%0.04%0.20%Q2 2013Q3 202339
CITIGROUP INC 39390.00%0.00%0.01%Q2 2013Q4 202239
ARROW FINANCIAL CORP 39390.00%0.01%0.01%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 24140.00%0.01%0.02%Q1 2014Q3 202338
BTR CAPITAL MANAGEMENT INC 38380.26%1.08%1.87%Q2 2013Q3 202238
BANK OF MONTREAL /CAN/ 3520.00%0.00%0.00%Q2 2014Q3 202337
Cutler Group LLC / CA 1020.00%0.00%0.01%Q1 2016Q3 202337
AMERIPRISE FINANCIAL INC 3250.00%0.00%0.01%Q3 2013Q3 202337
Janney Montgomery Scott LLC 2890.00%0.01%0.03%Q1 2014Q3 202337
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
Raymond James Financial Services Advisors, Inc. 3230.00%0.04%0.31%Q3 2014Q3 202335
RAYMOND JAMES & ASSOCIATES 3320.00%0.00%0.01%Q2 2013Q3 202335
AlphaMark Advisors, LLC 35350.03%0.23%0.40%Q1 2015Q3 202335
Creative Planning 1410.00%0.00%0.00%Q2 2013Q3 202334
Carroll Financial Associates, Inc. 2850.00%0.03%0.06%Q2 2013Q4 202133
Private Advisor Group, LLC 1840.00%0.01%0.04%Q4 2013Q2 202232
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2830.00%0.00%0.02%Q4 2015Q3 202331
IFP Advisors, Inc 17140.00%0.01%0.02%Q4 2015Q3 202331
Tower Research Capital LLC (TRC) 1220.00%0.05%0.16%Q3 2015Q3 202330
SYNOVUS FINANCIAL CORP 1610.00%0.00%0.00%Q3 2013Q3 202329
DONALDSON CAPITAL MANAGEMENT, LLC 29290.02%0.63%2.62%Q3 2012Q3 201929
NEXT Financial Group, Inc 16130.01%0.20%0.61%Q3 2014Q4 202129
Joel Isaacson & Co., LLC 29290.05%0.10%0.14%Q1 2016Q1 202329
ENVESTNET ASSET MANAGEMENT INC 2030.00%0.01%0.05%Q1 2015Q3 202329
First Allied Advisory Services, Inc. 2720.01%0.04%0.14%Q2 2013Q3 202029
Parallel Advisors, LLC 28280.00%0.02%0.07%Q4 2016Q3 202328
QCI ASSET MANAGEMENT INC/NY 28280.00%0.01%0.01%Q2 2013Q1 202028
Cetera Advisors LLC 1410.01%0.06%0.15%Q2 2014Q3 202327
CREDIT SUISSE AG/ 720.00%0.00%0.01%Q2 2013Q2 202127
CWM, LLC 1980.00%0.01%0.08%Q4 2016Q3 202327
BENJAMIN F. EDWARDS & COMPANY, INC. 26260.00%0.01%0.04%Q2 2017Q3 202326
WOODMONT INVESTMENT COUNSEL LLC 1790.02%0.10%0.22%Q1 2016Q4 202226
Advisory Services Network, LLC 1030.00%0.11%0.33%Q1 2014Q2 202326
Steward Partners Investment Advisory, LLC 1870.00%0.02%0.04%Q1 2017Q3 202325
Patriot Financial Group Insurance Agency, LLC 25250.03%0.11%0.30%Q4 2016Q4 202225
BDO Wealth Advisors, LLC 25250.00%0.00%0.01%Q2 2017Q2 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.05%Q4 2017Q3 202324
TOTH FINANCIAL ADVISORY CORP 24240.01%0.01%0.02%Q4 2017Q3 202324
Global Retirement Partners, LLC 1770.00%0.02%0.06%Q3 2017Q3 202324
JPMORGAN CHASE & CO 1510.00%0.00%0.00%Q4 2015Q3 202324
JANE STREET GROUP, LLC 710.00%0.00%0.01%Q3 2014Q3 202324
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1410.03%0.11%0.21%Q2 2014Q3 202223
LADENBURG THALMANN FINANCIAL SERVICES INC. 2120.00%0.01%0.02%Q2 2013Q4 201923
AdvisorNet Financial, Inc 1840.00%0.01%0.01%Q4 2017Q3 202322
FIFTH THIRD BANCORP 1210.00%0.00%0.00%Q2 2013Q3 202322
CIBC WORLD MARKET INC. 940.00%0.00%0.01%Q1 2014Q4 202122
Geneos Wealth Management Inc. 21210.00%0.00%0.01%Q1 2016Q1 202121
FMR LLC 1320.00%0.00%0.00%Q4 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.03%0.06%Q3 2018Q3 202321
SCOTIA CAPITAL INC. 1550.00%0.01%0.02%Q1 2016Q1 202220
FIRST MANHATTAN CO. LLC. 20200.00%0.00%0.00%Q3 2014Q2 201920
Ballew Advisors, Inc 1190.20%0.31%0.47%Q4 2017Q4 202220
HUNTINGTON NATIONAL BANK 1410.00%0.00%0.00%Q1 2009Q1 202320
Family Firm, Inc. 20200.09%0.23%0.33%Q4 2018Q3 202320
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1730.01%0.03%0.13%Q2 2013Q4 202220
NEVILLE RODIE & SHAW INC 1370.02%0.06%0.24%Q4 2018Q4 202320
SIMPLEX TRADING, LLC 410.00%0.00%0.01%Q2 2015Q3 202319
Rockefeller Capital Management L.P. 1360.00%0.05%0.35%Q4 2018Q3 202319
MML INVESTORS SERVICES, LLC 1180.00%0.04%0.09%Q2 2017Q4 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
SRS Capital Advisors, Inc. 1020.00%0.00%0.01%Q3 2018Q3 202319
LeJeune Puetz Investment Counsel LLC 1440.04%0.15%0.24%Q4 2016Q4 202118
Capital Investment Advisory Services, LLC 1350.00%0.03%0.07%Q4 2018Q3 202318
Asset Planning Services, Ltd. 18180.01%0.01%0.01%Q2 2015Q3 201918
Sigma Planning Corp 910.01%0.04%0.10%Q2 2015Q4 202218
TRUIST FINANCIAL CORP 1410.00%0.01%0.02%Q2 2015Q3 202318
Private Capital Group, LLC 18180.00%0.01%0.01%Q4 2017Q1 202218
Commonwealth Equity Services, Inc 17170.01%0.01%0.03%Q3 2013Q3 201717
Evanson Asset Management, LLC 980.03%0.05%0.06%Q4 2017Q1 202217
WOLVERINE TRADING, LLC 410.00%0.00%0.00%Q3 2016Q3 202317
OPPENHEIMER & CO INC 820.01%0.07%0.15%Q1 2014Q3 202317
American Portfolios Advisors 970.00%0.01%0.02%Q4 2017Q3 202216
TRANSCEND CAPITAL ADVISORS, LLC 16160.05%0.09%0.20%Q4 2019Q3 202316
ARCADIA INVESTMENT MANAGEMENT CORP/MI 1240.00%0.07%0.22%Q1 2019Q1 202316
Cetera Advisor Networks LLC 610.00%0.02%0.03%Q3 2013Q3 202315
Patten Group, Inc. 1410.00%0.00%0.00%Q4 2014Q3 201815
First PREMIER Bank 15150.01%0.01%0.02%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
Formidable Asset Management, LLC 1110.01%0.02%0.08%Q3 2013Q1 202215
Independence Bank of Kentucky 15150.01%0.02%0.04%Q4 2017Q2 202115
MSI Financial Services Inc 15150.00%0.02%0.14%Q2 2013Q4 201615
SUNTRUST BANKS INC 15150.00%0.00%0.01%Q1 2016Q3 201915
Advisor Group, Inc. 15150.00%0.01%0.02%Q2 2016Q4 201915
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
MinichMacGregor Wealth Management, LLC 810.00%3.14%4.02%Q4 2016Q4 202214
LBA Wealth Management, LLC 14140.00%0.00%0.01%Q4 2013Q1 201714
Global Trust Asset Management, LLC 14140.00%0.00%0.01%Q4 2017Q1 202114
SPC Financial, Inc. 770.03%2.29%2.96%Q1 2017Q3 202214
Stratos Wealth Partners, LTD. 1310.02%0.03%0.04%Q2 2015Q4 201914
BANQUE PICTET & CIE SA 14140.01%0.13%0.53%Q3 2014Q4 201714
QUADRANT CAPITAL GROUP LLC 1130.01%0.02%0.02%Q4 2019Q2 202314
DAVENPORT & Co LLC 850.00%0.00%0.01%Q4 2016Q1 202213
TWO SIGMA SECURITIES, LLC 710.00%0.07%0.43%Q2 2015Q3 202213
St. Johns Investment Management Company, LLC 13130.00%0.17%0.75%Q1 2014Q1 201713
CARRET ASSET MANAGEMENT, LLC 12120.13%0.18%0.21%Q4 2020Q3 202312
Chicago Partners Investment Group LLC 930.00%0.02%0.02%Q1 2018Q4 202212
Capital Asset Advisory Services LLC 12120.00%0.00%0.01%Q4 2019Q3 202212
ENTERPRISE FINANCIAL SERVICES CORP 1020.02%0.05%0.10%Q2 2013Q2 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Advisors Preferred, LLC 410.01%0.18%1.16%Q4 2013Q2 201812
Hefren-Tillotson, Inc. 12120.02%0.03%0.06%Q3 2015Q2 201812
New Century Advisors, LLC 934.03%5.17%7.56%Q4 2013Q4 201612
VSR Financial Services, Inc. 12120.04%0.07%0.09%Q2 2013Q1 201612
Founders Financial Alliance, LLC 11110.01%0.04%0.06%Q1 2021Q3 202311
Aft, Forsyth & Sober, LLC 11110.56%0.82%0.93%Q1 2021Q3 202311
SG Americas Securities, LLC 510.00%0.02%0.07%Q3 2013Q3 201811
WFG Advisors, LP 1010.00%0.00%0.00%Q3 2013Q2 201711
Cetera Investment Advisers 740.00%0.00%0.01%Q4 2020Q3 202311
YorkBridge Wealth Partners, LLC 11110.01%0.01%0.01%Q4 2016Q2 201911
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
Spire Wealth Management 820.00%0.00%0.00%Q1 2021Q3 202310
BARING ASSET MANAGEMENT Ltd 10100.03%0.87%3.63%Q2 2015Q3 201710
Ironwood Financial, llc 640.00%0.00%0.00%Q1 2019Q3 202110
LEVEL FOUR ADVISORY SERVICES, LLC 10100.02%0.03%0.04%Q1 2017Q2 201910
HHM Wealth Advisors, LLC 10100.00%0.00%0.03%Q2 2021Q3 202310
BANK OF NOVA SCOTIA 550.09%0.26%0.48%Q1 2013Q4 201510
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
CAPTRUST FINANCIAL ADVISORS 990.00%0.00%0.00%Q2 2020Q2 20229
Investors Capital Advisory Services 990.15%0.18%0.23%Q2 2013Q2 20159
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 990.17%0.23%0.32%Q4 2016Q4 20189
MARCO INVESTMENT MANAGEMENT LLC 510.02%0.03%0.03%Q1 2018Q1 20229
Snowden Capital Advisors LLC 710.01%0.05%0.31%Q4 2016Q2 20239
FARMERS & MERCHANTS INVESTMENTS INC 990.00%0.00%0.00%Q3 2021Q3 20239
COOKSON PEIRCE & CO INC 540.02%0.14%0.24%Q4 2013Q1 20229
BBVA USA Bancshares, Inc. 990.02%0.09%0.16%Q4 2013Q4 20159
TSFG, LLC 990.00%0.01%0.02%Q3 2021Q3 20239
CENTAURUS FINANCIAL, INC. 810.01%0.01%0.02%Q2 2018Q4 20229
BNP PARIBAS FINANCIAL MARKETS 610.00%0.00%0.02%Q1 2017Q3 20239
Regal Investment Advisors LLC 710.00%0.01%0.06%Q2 2013Q1 20189
BESSEMER GROUP INC 610.00%0.00%0.00%Q2 2017Q4 20228
C2C Wealth Management, LLC 880.09%0.22%0.34%Q4 2021Q3 20238
HOWARD CAPITAL MANAGEMENT 882.08%2.24%2.40%Q2 2017Q1 20198
USCA RIA LLC 880.08%0.11%0.17%Q4 2016Q3 20188
Ausdal Financial Partners, Inc. 710.01%0.08%0.10%Q4 2015Q3 20188
ALBION FINANCIAL GROUP /UT 880.39%0.45%0.51%Q3 2013Q2 20158
TRUSTCORE FINANCIAL SERVICES, LLC 880.00%0.00%0.00%Q1 2019Q4 20208
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
SALZHAUER MICHAEL 710.08%0.09%0.10%Q1 2017Q4 20198
THRIVENT FINANCIAL FOR LUTHERANS 620.00%0.00%0.01%Q1 2019Q3 20238
Asset Dedication, LLC 530.00%0.00%0.00%Q1 2018Q3 20238
Frontier Wealth Management LLC 880.05%0.07%0.08%Q4 2016Q3 20188
THOROUGHBRED FINANCIAL SERVICES, LLC 880.04%0.05%0.06%Q1 2021Q4 20228
WealthPLAN Partners, LLC 210.00%0.25%1.03%Q1 2015Q2 20238
Bank Pictet & Cie (Europe) AG 880.46%0.87%3.20%Q3 2014Q2 20168
COMERICA SECURITIES INC 710.09%0.22%0.34%Q4 2013Q4 20168
Key FInancial Inc 880.00%0.00%0.00%Q4 2021Q3 20238
Psagot Value Holdings Ltd. 880.00%0.01%0.04%Q4 2015Q3 20178
FourThought Financial, LLC 880.01%0.02%0.03%Q4 2020Q3 20228
AE Wealth Management LLC 610.01%0.02%0.02%Q2 2020Q1 20227
Ancora Advisors LLC 770.00%0.00%0.00%Q4 2020Q2 20227
SCHNIEDERS CAPITAL MANAGEMENT LLC 770.18%0.19%0.21%Q1 2017Q3 20187
BECK CAPITAL MANAGEMENT, LLC 770.29%0.36%0.44%Q4 2013Q2 20157
DUBUQUE BANK & TRUST CO 770.00%0.00%0.00%Q3 2017Q1 20197
Teamwork Financial Advisors, LLC 610.24%0.35%0.39%Q2 2020Q1 20227
Renaissance Technologies 310.00%0.00%0.00%Q2 2019Q2 20237
AVANTAX ADVISORY SERVICES, INC. 770.00%0.00%0.01%Q1 2022Q3 20237
SII INVESTMENTS INC/WI 770.02%0.04%0.06%Q2 2016Q4 20177
Charter Oak Capital Management, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
WHITENER CAPITAL MANAGEMENT, INC. 520.00%0.00%0.01%Q4 2017Q3 20197
Atria Wealth Solutions, Inc. 770.01%0.02%0.04%Q1 2022Q3 20237
City State Bank 770.00%0.02%0.03%Q1 2022Q3 20237
Beaird Harris Wealth Management, LLC 520.00%0.00%0.00%Q4 2021Q3 20237
HAZLETT, BURT & WATSON, INC. 770.00%0.00%0.00%Q1 2022Q3 20237
Viewpoint Capital Management LLC 610.22%0.33%0.38%Q4 2021Q3 20237
Virtu Financial LLC 210.03%0.07%0.11%Q3 2013Q2 20197
Clear Perspective Advisors, LLC 770.02%0.02%0.04%Q4 2016Q2 20187
Fiduciary Trust Co International of Pennsylvania 320.01%0.13%0.30%Q4 2016Q3 20197
MONETARY MANAGEMENT GROUP INC 770.03%0.13%0.17%Q3 2014Q1 20167
COTTONWOOD CAPITAL ADVISORS, LLC 661.85%2.95%3.73%Q4 2021Q1 20236
LOGAN CAPITAL MANAGEMENT INC 660.00%0.00%0.00%Q2 2022Q3 20236
Timber Hill LLC 210.00%0.00%0.01%Q3 2013Q4 20176
Fortis Advisors, LLC 660.04%0.05%0.06%Q3 2017Q4 20186
TD Waterhouse Canada Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
JACOBS & CO/CA 330.04%0.05%0.06%Q1 2015Q3 20186
Elevated Capital Advisors, LLC 410.11%0.19%0.25%Q2 2020Q1 20226
FIRST MIDWEST BANK TRUST DIVISION 660.05%0.09%0.14%Q1 2014Q2 20156
EP Wealth Advisors, LLC 660.05%0.12%0.23%Q2 2017Q3 20186
M Holdings Securities, Inc. 660.06%0.07%0.08%Q2 2017Q3 20186
NewEdge Advisors, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
BB&T SECURITIES, LLC 310.00%0.00%0.00%Q3 2016Q3 20196
Well Done, LLC 510.03%0.34%0.57%Q1 2018Q1 20226
Realta Investment Advisors 220.00%0.00%0.00%Q1 2019Q3 20236
Jacobi Capital Management LLC 660.00%0.00%0.00%Q2 2020Q3 20216
PRINCETON CAPITAL MANAGEMENT LLC 660.05%0.05%0.06%Q1 2018Q2 20196
Larson Financial Group LLC 660.00%0.01%0.02%Q2 2022Q3 20236
BARINGS LLC 510.01%0.01%0.02%Q1 2017Q4 20186
VESTOR CAPITAL, LLC 660.46%0.50%0.52%Q1 2017Q2 20186
Lehman & Derafelo Financial Resources LLC 660.00%0.01%0.01%Q4 2018Q1 20206
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
MANUFACTURERS LIFE INSURANCE COMPANY, THE 510.00%0.00%0.00%Q4 2014Q2 20186
PRIVATE TRUST CO NA 660.00%0.01%0.01%Q2 2022Q3 20236
Qube Research & Technologies Ltd 510.00%0.00%0.00%Q3 2021Q3 20236
Covington Capital Management 660.00%0.00%0.00%Q2 2021Q3 20226
Legacy Wealth Planning, LLC 510.26%0.28%0.32%Q4 2019Q1 20226
Hirtle Callaghan & Co LLC 660.00%0.00%0.00%Q3 2013Q4 20146
Arkadios Wealth Advisors 660.00%0.01%0.01%Q2 2020Q3 20216
Western Wealth Management, LLC 660.02%0.05%0.08%Q1 2022Q2 20236
FLOW TRADERS U.S. LLC 420.01%0.03%0.07%Q1 2021Q2 20236
DEUTSCHE BANK AG\ 310.00%0.00%0.00%Q2 2014Q2 20216
Kovack Advisors, Inc. 310.03%0.08%0.26%Q1 2017Q1 20226
B. Riley Wealth Advisors, Inc. 410.00%0.02%0.05%Q2 2014Q3 20236
Bartlett & Co. LLC 410.00%0.00%0.00%Q1 2022Q4 20235
WESTPORT RESOURCES MANAGEMENT INC 550.02%0.05%0.06%Q2 2013Q2 20145
WHITTIER TRUST CO 550.00%0.00%0.00%Q2 2019Q2 20205
Phocas Financial Corp. 550.04%0.05%0.05%Q4 2020Q4 20215
Compagnie Lombard Odier SCmA 550.00%0.00%0.00%Q3 2015Q3 20165
MARSHALL WACE, LLP 310.00%0.00%0.00%Q1 2019Q1 20235
Ameritas Investment Company, LLC 310.02%0.04%0.08%Q1 2019Q1 20215
Cadent Capital Advisors, LLC 551.61%1.83%2.01%Q1 2021Q1 20225
WESBANCO BANK INC 550.02%0.04%0.04%Q1 2021Q1 20225
Advanced Asset Management Advisors Inc 410.00%0.00%0.00%Q4 2019Q4 20225
Merit Financial Group, LLC 550.10%0.12%0.14%Q4 2017Q4 20185
SEI INVESTMENTS CO 550.00%0.00%0.00%Q1 2015Q1 20165
NORTHWEST WEALTH MANAGEMENT, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
NATIONAL PLANNING CORP 410.00%0.03%0.04%Q4 2014Q3 20175
Spectrum Management Group, LLC 550.52%0.64%0.78%Q1 2021Q1 20225
TD ASSET MANAGEMENT INC 550.00%0.00%0.00%Q2 2013Q2 20145
WEALTH EFFECTS LLC 550.12%0.12%0.14%Q4 2021Q4 20225
Partnervest Advisory Services LLC 320.10%0.20%0.28%Q2 2015Q2 20175
MONEY CONCEPTS CAPITAL CORP 410.00%0.04%0.12%Q1 2022Q3 20235
Luken Investment Analytics, LLC 410.03%0.56%2.61%Q4 2020Q3 20235
Waldron Private Wealth LLC 410.05%0.07%0.12%Q2 2017Q4 20185
UMB Bank, n.a. 550.00%0.00%0.00%Q4 2021Q4 20225
IFC Holdings Incorporated/FL 550.04%0.17%0.36%Q4 2016Q4 20175
Rehmann Capital Advisory Group 320.01%0.01%0.01%Q1 2018Q2 20195
ROPES WEALTH ADVISORS LLC 410.02%0.05%0.06%Q4 2020Q3 20225
Beacon Pointe Advisors, LLC 310.00%0.01%0.01%Q3 2021Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.00%0.00%0.01%Q4 2016Q4 20175
Kestra Advisory Services, LLC 410.00%0.02%0.04%Q4 2020Q2 20225
MONETA GROUP INVESTMENT ADVISORS LLC 310.00%0.01%0.01%Q1 2018Q3 20234
V Wealth Advisors LLC 440.08%0.11%0.14%Q3 2018Q2 20194
Blue Trust, Inc. 440.00%0.00%0.00%Q2 2022Q1 20234
Game Plan Financial Advisors, LLC 440.18%0.21%0.26%Q4 2021Q3 20224
Claraphi Advisory Network, LLC 310.00%0.14%0.27%Q4 2017Q3 20194
GREAT WEST LIFE ASSURANCE CO /CAN/ 440.00%0.00%0.00%Q2 2013Q1 20144
Mariner, LLC 310.00%0.00%0.00%Q3 2016Q2 20234
Virtu KCG Holdings LLC 310.01%0.02%0.04%Q1 2016Q1 20174
Gupta Wealth Management LLC 440.00%0.00%0.00%Q2 2015Q1 20164
Genesee Capital Advisors, LLC 310.36%0.40%0.50%Q1 2021Q1 20224
Crosspoint Capital Strategies, LLC 210.00%0.00%0.01%Q3 2014Q1 20174
MACROVIEW INVESTMENT MANAGEMENT LLC 440.21%0.27%0.30%Q1 2018Q4 20184
Belpointe Asset Management LLC 220.00%0.01%0.01%Q1 2022Q1 20234
Equitable Holdings, Inc. 440.01%0.01%0.02%Q4 2021Q3 20224
Sandy Spring Bank 310.00%0.00%0.00%Q4 2017Q3 20234
SeaCrest Wealth Management, LLC 310.00%0.00%0.01%Q3 2018Q2 20224
MUFG Americas Holdings Corp 440.01%0.01%0.01%Q4 2013Q3 20144
Veritable, L.P. 440.02%0.02%0.03%Q1 2015Q4 20154
TRUE Private Wealth Advisors 440.01%0.01%0.02%Q1 2020Q4 20204
Handelsbanken Fonder AB 310.01%0.01%0.01%Q1 2017Q1 20184
Koshinski Asset Management, Inc. 210.00%0.02%0.05%Q3 2018Q1 20224
Apeiron RIA LLC 220.14%0.21%0.28%Q4 2021Q4 20224
Walleye Trading LLC 220.00%0.01%0.01%Q1 2016Q2 20174
Elmwood Wealth Management, Inc. 440.01%0.01%0.01%Q4 2018Q3 20194
Horan Securities, Inc. 440.00%0.01%0.01%Q3 2022Q2 20234
ParenteBeard Wealth Management, LLC 440.10%0.12%0.14%Q2 2013Q1 20144
MARINO, STRAM & ASSOCIATES LLC 440.02%0.02%0.03%Q4 2017Q3 20184
Baird Financial Group, Inc. 220.00%0.00%0.00%Q4 2021Q3 20234
TEXAS PERMANENT SCHOOL FUND CORP 440.00%0.01%0.02%Q2 2022Q1 20234
WealthTrust Fairport, LLC 440.14%0.21%0.24%Q1 2014Q4 20144
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
First National Bank of South Miami 440.02%0.03%0.03%Q4 2018Q3 20194
EDMOND DE ROTHSCHILD HOLDING S.A. 220.00%0.01%0.03%Q1 2018Q1 20204
HRT FINANCIAL LP 110.01%0.02%0.02%Q4 2020Q3 20234
Harbour Capital Advisors, LLC 210.01%0.18%0.30%Q2 2015Q1 20234
Ahrens Investment Partners LLC 330.00%0.00%0.00%Q4 2021Q2 20223
SIGNATUREFD, LLC 110.00%0.02%0.07%Q2 2014Q3 20233
CARDIFF PARK ADVISORS, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Financial Freedom, LLC 330.07%0.07%0.07%Q1 2023Q3 20233
SOA Wealth Advisors, LLC. 330.02%0.04%0.04%Q1 2023Q3 20233
LINCOLN NATIONAL CORP 330.01%0.06%0.14%Q4 2018Q2 20193
Bell Bank 330.84%0.96%1.02%Q1 2023Q3 20233
IPG Investment Advisors LLC 330.18%0.21%0.27%Q2 2015Q4 20153
Syntal Capital Partners, LLC 330.08%0.09%0.09%Q4 2017Q2 20183
Sweet Financial Partners, LLC 330.10%0.13%0.14%Q1 2023Q3 20233
AUGUSTINE ASSET MANAGEMENT INC 330.31%0.33%0.35%Q1 2023Q3 20233
WealthBridge Capital Management, LLC 210.04%0.09%0.18%Q4 2018Q1 20223
UBS ASSET MANAGEMENT AMERICAS INC 330.00%0.00%0.00%Q1 2018Q3 20183
ANGELES WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
Prestige Wealth Management Group LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.02%0.03%0.04%Q3 2022Q3 20233
Aspire Private Capital, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
KCM INVESTMENT ADVISORS LLC 330.04%0.06%0.07%Q1 2023Q3 20233
Kore Private Wealth LLC 210.01%0.02%0.04%Q4 2018Q4 20193
SCHMIDT P J INVESTMENT MANAGEMENT INC 330.18%0.18%0.18%Q3 2013Q1 20143
Hilltop Holdings Inc. 330.04%0.04%0.04%Q1 2023Q3 20233
Smith & Howard Wealth Management, LLC 330.05%0.05%0.06%Q2 2013Q4 20133
Greytown Advisors Inc. 330.27%0.29%0.32%Q4 2016Q2 20173
BELLEVUE ASSET MANAGEMENT, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Aptus Capital Advisors, LLC 330.00%0.00%0.00%Q3 2022Q1 20233
RAYMOND JAMES TRUST N.A. 330.01%0.01%0.01%Q3 2021Q1 20223
Financial Management Professionals, Inc. 331.48%1.71%1.97%Q4 2016Q2 20173
Prime Capital Investment Advisors, LLC 330.08%0.12%0.18%Q1 2018Q3 20183
IRONWOOD WEALTH MANAGEMENT, INC. 330.00%0.01%0.01%Q4 2020Q2 20213
High Net Worth Advisory Group LLC 330.08%0.09%0.11%Q2 2023Q4 20233
Atria Investments, Inc 210.02%0.03%0.04%Q4 2016Q1 20223
Sunbelt Securities, Inc. 110.01%0.04%0.11%Q3 2018Q3 20233
CAROLINAS WEALTH CONSULTING LLC 330.00%0.00%0.00%Q1 2020Q3 20203
Barry Investment Advisors, LLC 333.21%3.34%3.58%Q1 2023Q3 20233
GTS SECURITIES LLC 220.00%0.01%0.01%Q2 2023Q3 20233
FIDUCIARY TRUST CO 210.01%0.01%0.01%Q2 2017Q3 20183
Sowell Financial Services LLC 110.01%0.03%0.04%Q1 2021Q3 20233
Trivant Custom Portfolio Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Dentgroup LLC 330.93%1.10%1.31%Q2 2023Q4 20233
Moors & Cabot, Inc. 210.03%0.03%0.04%Q4 2016Q1 20183
Financial Architects, Inc 210.00%0.01%0.01%Q2 2015Q1 20173
MidWestOne Financial Group, Inc. 330.13%0.25%0.35%Q1 2023Q3 20233
Belvedere Trading LLC 110.00%0.00%0.00%Q1 2023Q1 20233
Wealth Management Partners, LLC 330.27%0.27%0.28%Q1 2023Q3 20233
Brookstone Capital Management 210.00%0.43%1.15%Q2 2015Q4 20163
Northeast Financial Consultants Inc 330.02%0.07%0.09%Q2 2022Q4 20223
Kabarec Financial Advisors, Ltd. 334.87%5.08%5.29%Q4 2017Q2 20183
Aveo Capital Partners, LLC 330.06%0.12%0.15%Q1 2023Q3 20233
Triumph Capital Management 330.16%0.18%0.22%Q1 2023Q3 20233
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2016Q1 20233
WealthShield Partners, LLC 330.10%0.14%0.19%Q2 2022Q4 20223
River Wealth Advisors LLC 330.02%0.02%0.02%Q2 2018Q4 20183
KESTRA PRIVATE WEALTH SERVICES, LLC 330.02%0.02%0.02%Q3 2021Q1 20223
CAPE COD FIVE CENTS SAVINGS BANK 220.03%0.03%0.03%Q2 2023Q3 20232
Edge Capital Group, LLC 220.08%0.09%0.10%Q2 2023Q3 20232
Cornerstone Wealth Management, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Venturi Wealth Management, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Concord Wealth Partners 110.00%0.00%0.00%Q4 2021Q4 20222
Avitas Wealth Management LLC 220.12%0.13%0.14%Q2 2018Q3 20182
Camelot Portfolios, LLC 110.13%0.21%0.28%Q1 2017Q2 20232
MGO ONE SEVEN LLC 220.20%0.23%0.25%Q4 2022Q1 20232
PARSONS CAPITAL MANAGEMENT INC/RI 110.00%0.02%0.04%Q1 2015Q1 20222
Stearns Financial Services Group 220.06%0.06%0.06%Q2 2020Q3 20202
EWG Elevate Inc. 222.15%2.67%3.19%Q4 2021Q1 20222
Private Ocean, LLC 110.00%0.00%0.00%Q3 2019Q4 20222
Farmers National Bank 220.01%0.01%0.01%Q1 2019Q2 20192
STABLEFORD CAPITAL II LLC 221.55%2.07%2.59%Q4 2016Q1 20172
Hoxton Financial, Inc. 220.01%0.01%0.01%Q4 2015Q1 20162
Lowe Wealth Advisors, LLC 221.75%1.78%1.81%Q4 2014Q1 20152
D.A. DAVIDSON & CO. 220.00%0.00%0.00%Q1 2017Q2 20172
IHT Wealth Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Endurance Wealth Management, Inc. 220.51%0.54%0.56%Q1 2023Q2 20232
Parkside Financial Bank & Trust 220.00%0.00%0.00%Q4 2022Q1 20232
NORTHERN TRUST CORP 220.00%0.00%0.00%Q4 2021Q1 20222
Independent Advisor Alliance 110.02%0.07%0.13%Q1 2017Q4 20192
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 220.07%0.10%0.14%Q4 2017Q1 20182
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
WEDBUSH SECURITIES INC 220.02%0.02%0.02%Q2 2023Q3 20232
ROMAN BUTLER FULLERTON & CO 110.15%0.18%0.20%Q1 2021Q4 20222
CREATIVE FINANCIAL DESIGNS INC /ADV 220.02%0.02%0.02%Q2 2023Q3 20232
Richard C. Young & CO., LTD. 223.30%3.34%3.38%Q2 2023Q3 20232
TRUEWEALTH LLC 220.01%0.01%0.01%Q2 2018Q3 20182
ROWLAND CARMICHAEL ADVISORS INC /ADV 220.01%0.01%0.01%Q4 2016Q1 20172
COMERICA BANK 110.00%0.00%0.00%Q3 2013Q3 20232
CX Institutional 220.21%0.23%0.25%Q2 2023Q3 20232
SAGE FINANCIAL GROUP INC 220.03%0.03%0.04%Q2 2023Q3 20232
SALEM INVESTMENT COUNSELORS INC 220.05%0.05%0.05%Q4 2016Q1 20172
Tarbox Family Office, Inc. 220.01%0.01%0.01%Q3 2021Q4 20212
Legend Financial Advisors, Inc. 220.11%0.11%0.11%Q2 2023Q3 20232
Avior Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
REGIONS FINANCIAL CORP 220.00%0.00%0.00%Q4 2018Q1 20192
NORTHCAPE WEALTH MANAGEMENT, LLC 221.06%1.17%1.27%Q4 2021Q1 20222
Empowered Funds, LLC 220.40%0.42%0.44%Q4 2021Q1 20222
TCI Wealth Advisors, Inc. 110.00%0.01%0.02%Q4 2016Q1 20232
RMB Capital Management, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Clearstead Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
FineMark National Bank & Trust 110.00%0.00%0.01%Q2 2013Q4 20162
XPONANCE, INC. 220.14%0.14%0.14%Q3 2014Q4 20142
Vanguard Capital Wealth Advisors 220.16%0.16%0.16%Q4 2021Q1 20222
Quent Capital, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
JNBA Financial Advisors 220.00%0.00%0.00%Q2 2023Q3 20232
BARRETT & COMPANY, INC. 220.02%0.02%0.02%Q2 2023Q3 20232
HFG Advisors, Inc. 110.33%0.33%0.33%Q1 2022Q1 20221
Ballentine Partners, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Concorde Asset Management, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Blackhawk Capital Partners LLC. 110.56%0.56%0.56%Q2 2018Q2 20181
ISTHMUS PARTNERS, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Jefferies Group LLC 110.01%0.01%0.01%Q2 2016Q2 20161
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
XR Securities LLC 110.07%0.07%0.07%Q2 2020Q2 20201
Stonehage Fleming Financial Services Holdings Ltd 110.02%0.02%0.02%Q3 2023Q3 20231
VERUS CAPITAL PARTNERS, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
FIRST FINANCIAL EQUITY CORPORATION 110.05%0.05%0.05%Q1 2017Q1 20171
Magnus Financial Group LLC 110.48%0.48%0.48%Q1 2021Q1 20211
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Ellis Investment Partners, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
STRATEGIC WEALTH MANAGEMENT INC 111.91%1.91%1.91%Q4 2013Q4 20131
Penserra Capital Management LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Grey Fox Wealth Advisors, LLC 110.07%0.07%0.07%Q1 2023Q1 20231
HOWE & RUSLING INC 110.01%0.01%0.01%Q2 2023Q2 20231
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2023Q2 20231
CHIRON CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Shamrock Asset Management LLC 110.32%0.32%0.32%Q1 2017Q1 20171
Synergy Asset Management, LLC 110.88%0.88%0.88%Q1 2021Q1 20211
Kalos Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
OLD MISSION CAPITAL LLC 110.01%0.01%0.01%Q4 2021Q4 20211
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q1 2022Q1 20221
Poehling Capital Management, INC. 110.12%0.12%0.12%Q2 2018Q2 20181
Pinnacle Wealth Advisors 110.01%0.01%0.01%Q2 2021Q2 20211
Procyon Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q2 2017Q2 20171
WILLIAM HARRIS INVESTORS INC 110.21%0.21%0.21%Q4 2016Q4 20161
FIRST HORIZON CORP 110.12%0.12%0.12%Q2 2013Q2 20131
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
OneDigital Investment Advisors LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Allworth Financial LP 110.00%0.00%0.00%Q1 2022Q1 20221
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q4 2022Q4 20221
First Citizens Financial Corp 110.23%0.23%0.23%Q4 2019Q4 20191
BASSO CAPITAL MANAGEMENT, L.P. 110.23%0.23%0.23%Q2 2023Q2 20231
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Heritage Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
Winch Advisory Services, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Cerity Partners LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Moloney Securities Asset Management, LLC 110.14%0.14%0.14%Q1 2018Q1 20181
Leucadia National 110.81%0.81%0.81%Q2 2016Q2 20161
FLC Capital Advisors 110.08%0.08%0.08%Q1 2023Q1 20231
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2022Q2 20221
Retirement Planning Co of New England, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 111.68%1.68%1.68%Q1 2021Q1 20211
BAIRD ROBERT W & CO INC /WI/ 110.00%0.00%0.00%Q2 2014Q2 20141
Sand Hill Global Advisors, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
ASSETMARK, INC 110.00%0.00%0.00%Q3 2022Q3 20221
Gradient Investments LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Resurgent Financial Advisors LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Ifrah Financial Services, Inc. 110.14%0.14%0.14%Q4 2019Q4 20191
Personal Wealth Partners 110.02%0.02%0.02%Q2 2021Q2 20211
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Crestwood Advisors Group, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
55I, LLC 110.15%0.15%0.15%Q3 2019Q3 20191
Harel Insurance Investments & Financial Services Ltd. 110.00%0.00%0.00%Q2 2016Q2 20161
Rice Partnership, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Requisite Capital Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FDx Advisors, Inc. 110.03%0.03%0.03%Q3 2016Q3 20161
Gilbert & Cook, Inc. 110.06%0.06%0.06%Q2 2022Q2 20221
Community Financial Services Group, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
WESPAC Advisors SoCal, LLC 110.03%0.03%0.03%Q1 2018Q1 20181
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Lenox Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Mascoma Wealth Management LLC 110.00%0.00%0.00%Q2 2022Q2 20221
J.W. COLE ADVISORS, INC. 110.06%0.06%0.06%Q1 2023Q1 20231
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Headlands Technologies LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Stratos Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Arjuna Capital 110.03%0.03%0.03%Q2 2019Q2 20191
Darwin Wealth Management, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
GSA CAPITAL PARTNERS LLP 110.09%0.09%0.09%Q1 2023Q1 20231
Almanack Investment Partners, LLC. 110.02%0.02%0.02%Q3 2022Q3 20221
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q2 2014Q2 20141
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Abundance Wealth Counselors 110.83%0.83%0.83%Q3 2023Q3 20231
Westside Investment Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
F3Logic, LLC 110.08%0.08%0.08%Q3 2020Q3 20201
Summit Financial Wealth Advisors, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
WEXFORD CAPITAL LP 110.20%0.20%0.20%Q2 2023Q2 20231
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
NIEMANN CAPITAL MANAGEMENT INC 110.34%0.34%0.34%Q1 2014Q1 20141
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Amplius Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
REDMONT WEALTH ADVISORS LLC 110.25%0.25%0.25%Q4 2021Q4 20211
Americana Partners, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
AVIANCE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Laurel Wealth Advisors LLC 110.00%0.00%0.00%Q2 2021Q2 20211
TORONTO DOMINION BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Clearwater Capital Advisors, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
HOWARD WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Cresset Asset Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
Aurora Private Wealth, Inc. 110.15%0.15%0.15%Q4 2019Q4 20191
Western Pacific Wealth Management, LP 110.08%0.08%0.08%Q1 2023Q1 20231
Bogart Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Golden State Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Adams Wealth Management 111.12%1.12%1.12%Q1 2023Q1 20231
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Buffington Mohr McNeal 110.04%0.04%0.04%Q1 2019Q1 20191
Meridian Wealth Management, LLC 110.04%0.04%0.04%Q2 2019Q2 20191
First Personal Financial Services 110.00%0.00%0.00%Q3 2022Q3 20221
Horan Capital Advisors, LLC. 110.02%0.02%0.02%Q1 2019Q1 20191
BRASADA CAPITAL MANAGEMENT, LP 110.03%0.03%0.03%Q4 2018Q4 20181
COERENTE CAPITAL MANAGEMENT 110.08%0.08%0.08%Q3 2023Q3 20231
FORTEM FINANCIAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Rosenberg Matthew Hamilton 110.00%0.00%0.00%Q1 2022Q1 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.02%0.02%0.02%Q1 2021Q1 20211
Newbridge Financial Services Group, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20151
Migdal Insurance & Financial Holdings Ltd. 110.00%0.00%0.00%Q4 2021Q4 20211
External links

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