ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 45450.00%0.00%0.01%Q2 2013Q2 2024118
Citadel Advisors 2010.00%0.00%0.01%Q2 2014Q2 202465
GOLDMAN SACHS GROUP INC 3910.00%0.00%0.01%Q1 2012Q2 202447
WELLS FARGO & COMPANY/MN 45450.00%0.01%0.01%Q2 2013Q2 202445
CITIGROUP INC 45450.00%0.00%0.01%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.01%0.04%Q2 2013Q2 202445
AMERIPRISE FINANCIAL INC 45450.00%0.00%0.00%Q2 2013Q2 202445
Hills Bank & Trust Co 45450.16%0.55%0.98%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.01%0.02%Q2 2013Q2 202445
ROYAL BANK OF CANADA 45450.00%0.00%0.01%Q2 2013Q2 202445
JPMORGAN CHASE & CO 45450.00%0.00%0.00%Q2 2013Q2 202445
LPL Financial LLC 45450.01%0.03%0.06%Q2 2013Q2 202445
Raymond James Financial Services Advisors, Inc. 3680.00%0.07%0.43%Q2 2013Q2 202444
ENVESTNET ASSET MANAGEMENT INC 44440.00%0.01%0.07%Q3 2013Q2 202444
Cambridge Investment Research Advisors, Inc. 4110.00%0.01%0.03%Q2 2013Q2 202443
PNC FINANCIAL SERVICES GROUP, INC. 4110.00%0.00%0.00%Q4 2013Q2 202442
Creative Planning 1720.00%0.00%0.01%Q2 2013Q2 202441
UBS Group AG 39390.00%0.01%0.02%Q4 2014Q2 202440
Cetera Advisor Networks LLC 3810.01%0.02%0.04%Q1 2014Q4 202339
Janney Montgomery Scott LLC 39390.00%0.01%0.07%Q4 2014Q2 202439
STIFEL FINANCIAL CORP 24150.00%0.00%0.01%Q1 2014Q2 202439
KCM INVESTMENT ADVISORS LLC 39390.01%0.02%0.02%Q4 2014Q2 202439
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3720.00%0.06%0.25%Q4 2013Q3 202339
RAYMOND JAMES & ASSOCIATES 25130.00%0.01%0.04%Q4 2014Q2 202438
Koshinski Asset Management, Inc. 3170.08%0.31%0.70%Q4 2014Q2 202438
CONDOR CAPITAL MANAGEMENT 3070.06%0.24%0.34%Q2 2014Q2 202437
MURPHY CAPITAL MANAGEMENT INC 37370.23%0.48%0.62%Q2 2013Q2 202237
Wharton Business Group, LLC 26110.41%1.27%2.06%Q1 2015Q2 202437
BANK OF MONTREAL /CAN/ 37370.00%0.00%0.09%Q2 2015Q2 202437
STEPHENS INC /AR/ 1610.00%0.02%0.11%Q2 2013Q2 202435
Tower Research Capital LLC (TRC) 2060.01%0.15%0.65%Q2 2015Q2 202435
First Heartland Consultants, Inc. 3410.02%0.09%0.19%Q2 2013Q2 202435
Cetera Advisors LLC 35350.02%0.05%0.10%Q2 2015Q4 202335
Iowa State Bank 35350.12%0.14%0.18%Q4 2015Q2 202435
Dakota Wealth Management 3220.01%0.13%0.30%Q4 2014Q2 202434
Advisory Services Network, LLC 2540.00%0.09%0.38%Q3 2015Q2 202434
WESPAC Advisors, LLC 1410.13%0.37%0.85%Q2 2013Q1 202434
CWM, LLC 22110.00%0.00%0.00%Q1 2016Q2 202433
IFP Advisors, Inc 2010.00%0.00%0.02%Q4 2015Q2 202432
Evanson Asset Management, LLC 31310.05%0.08%0.10%Q4 2016Q2 202431
Parallel Advisors, LLC 31310.00%0.01%0.06%Q4 2016Q2 202431
COMMERCE BANK 2920.00%0.00%0.01%Q4 2014Q2 202431
LEVEL FOUR ADVISORY SERVICES, LLC 31310.01%0.03%0.05%Q4 2016Q2 202431
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 31310.02%0.13%0.28%Q4 2013Q2 202131
Ifrah Financial Services, Inc. 2380.11%0.16%0.31%Q3 2014Q4 202231
ADELL HARRIMAN & CARPENTER INC 18120.02%0.06%0.21%Q3 2015Q3 202330
BerganKDV Wealth Management, LLC 30300.11%0.33%1.84%Q1 2016Q2 202330
Allworth Financial LP 30300.00%0.00%0.00%Q1 2017Q2 202430
Haverford Trust Co 29290.00%0.00%0.01%Q2 2017Q2 202429
CAPTRUST FINANCIAL ADVISORS 1810.00%0.00%0.01%Q2 2014Q2 202429
J.P. Morgan Private Wealth Advisors LLC 2810.00%0.01%0.02%Q2 2015Q3 202329
MML INVESTORS SERVICES, LLC 29290.00%0.02%0.10%Q2 2017Q2 202429
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2410.00%0.02%0.03%Q1 2015Q2 202429
Cutler Group LLC / CA 810.00%0.00%0.02%Q4 2017Q4 202328
Cypress Capital Management LLC (WY) 27270.02%0.03%0.04%Q4 2017Q2 202427
FMA ADVISORY INC 1910.41%0.89%1.30%Q2 2013Q3 202127
COMMONWEALTH EQUITY SERVICES, LLC 27270.01%0.01%0.02%Q4 2017Q2 202427
TOTH FINANCIAL ADVISORY CORP 27270.02%0.02%0.02%Q4 2017Q2 202427
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.06%Q2 2013Q4 201927
DEUTSCHE BANK AG\ 2160.00%0.00%0.00%Q3 2013Q2 202427
BARCLAYS PLC 1210.00%0.00%0.02%Q3 2014Q2 202427
FMR LLC 2420.00%0.00%0.00%Q2 2017Q2 202426
MARTIN & CO INC /TN/ 26260.90%1.22%1.49%Q1 2018Q2 202426
NEW YORK STATE COMMON RETIREMENT FUND 13130.00%0.01%0.03%Q2 2014Q2 202426
US BANCORP \DE\ 1510.00%0.00%0.00%Q4 2015Q2 202426
SCOTIA CAPITAL INC. 26260.00%0.01%0.02%Q1 2018Q2 202426
BLAIR WILLIAM & CO/IL 26260.00%0.00%0.00%Q1 2018Q2 202426
Clal Insurance Enterprises Holdings Ltd 1810.00%0.32%1.94%Q4 2014Q2 202426
First Horizon Advisors, Inc. 26260.01%0.02%0.03%Q1 2018Q2 202426
Steward Partners Investment Advisory, LLC 2510.00%0.01%0.03%Q3 2017Q2 202426
Valeo Financial Advisors, LLC 25250.01%0.02%0.03%Q2 2018Q2 202425
Sigma Planning Corp 2140.01%0.02%0.06%Q4 2015Q2 202325
OPPENHEIMER & CO INC 910.01%0.06%0.26%Q2 2014Q2 202425
JANE STREET GROUP, LLC 810.00%0.01%0.03%Q1 2014Q2 202425
Transamerica Financial Advisors, Inc. 1910.00%0.01%0.04%Q2 2014Q1 202325
Mariner, LLC 2410.00%0.04%0.09%Q3 2016Q2 202425
BESSEMER GROUP INC 2050.00%0.00%0.00%Q3 2014Q3 202225
Certified Advisory Corp 14110.10%0.35%0.72%Q4 2017Q2 202425
BANK HAPOALIM BM 1710.04%0.43%1.56%Q2 2017Q4 202324
Gemmer Asset Management LLC 24240.01%0.02%0.04%Q1 2014Q4 201924
USCA RIA LLC 24240.02%0.28%0.56%Q3 2015Q2 202124
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.01%0.03%Q3 2018Q2 202424
NewEdge Advisors, LLC 1490.00%0.02%0.06%Q3 2018Q2 202423
DUMONT & BLAKE INVESTMENT ADVISORS LLC 23230.22%0.26%0.34%Q4 2018Q2 202423
GARRISON POINT ADVISORS, LLC 23230.38%0.45%0.55%Q4 2018Q2 202423
Ledyard National Bank 23230.01%0.01%0.01%Q2 2013Q4 201823
WealthBridge Capital Management, LLC 23230.12%0.16%0.26%Q4 2018Q2 202423
Joseph P. Lucia & Associates, LLC 22220.07%0.16%0.20%Q1 2019Q2 202422
SRS Capital Advisors, Inc. 1320.00%0.00%0.01%Q3 2018Q2 202422
Sunbelt Securities, Inc. 1710.04%0.06%0.12%Q3 2018Q2 202422
Private Advisor Group, LLC 1510.00%0.01%0.02%Q3 2018Q2 202422
SUNTRUST BANKS INC 11110.00%0.00%0.01%Q4 2013Q3 201922
Baird Financial Group, Inc. 21210.00%0.00%0.00%Q2 2019Q2 202421
WEDBUSH SECURITIES INC 21210.02%0.07%0.09%Q2 2019Q2 202421
Global Retirement Partners, LLC 21210.00%0.00%0.01%Q2 2019Q2 202421
CNB Bank 1910.01%0.02%0.02%Q4 2017Q2 202420
TRUSTCORE FINANCIAL SERVICES, LLC 1640.01%0.01%0.02%Q4 2017Q4 202220
American Portfolios Advisors 20200.00%0.01%0.01%Q4 2017Q3 202220
NewSquare Capital LLC 1820.00%0.00%0.00%Q4 2013Q3 202320
MEITAV INVESTMENT HOUSE LTD 1610.01%0.28%1.49%Q2 2018Q4 202320
Beacon Pointe Advisors, LLC 1910.02%0.04%0.07%Q2 2019Q2 202420
Ayalon Insurance Comp Ltd. 20200.03%0.98%2.02%Q2 2018Q1 202320
Carroll Financial Associates, Inc. 1550.00%0.00%0.03%Q1 2016Q3 202120
HighTower Advisors, LLC 1910.00%0.01%0.01%Q4 2018Q2 202420
Sandy Spring Bank 1050.00%0.00%0.00%Q1 2017Q2 202420
CREDIT SUISSE AG/ 510.00%0.02%0.12%Q1 2013Q4 202319
HighMark Wealth Management LLC 19190.01%0.03%0.05%Q4 2019Q2 202419
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 19190.07%0.16%0.25%Q4 2019Q2 202419
Phoenix Financial Ltd. 1270.02%0.57%1.66%Q3 2019Q2 202419
THRIVENT FINANCIAL FOR LUTHERANS 19190.00%0.01%0.03%Q4 2019Q2 202419
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Equitable Holdings, Inc. 19190.00%0.01%0.05%Q4 2019Q2 202419
HARBOR INVESTMENT ADVISORY, LLC 19190.01%0.02%0.02%Q4 2019Q2 202419
Global Financial Private Client, LLC 19190.02%0.27%0.37%Q4 2019Q2 202419
Arkadios Wealth Advisors 19190.03%0.05%0.09%Q4 2019Q2 202419
AVANTAX ADVISORY SERVICES, INC. 19190.03%0.04%0.09%Q4 2019Q2 202419
Carl P. Sherr & Co., LLC 19190.47%0.63%0.75%Q4 2019Q2 202419
SPC Financial, Inc. 1320.32%2.08%3.55%Q2 2013Q2 202018
Wealthstreet Investment Advisors, LLC 18180.03%0.24%0.75%Q4 2017Q1 202218
Caprock Group, LLC 18180.05%0.12%0.18%Q1 2020Q2 202418
SALEM INVESTMENT COUNSELORS INC 18180.00%0.00%0.00%Q1 2020Q2 202418
Powell Investment Advisors, LLC 18180.00%0.05%0.06%Q1 2020Q2 202418
LEUTHOLD GROUP, LLC 18180.04%0.22%0.43%Q1 2020Q2 202418
IAG Wealth Partners, LLC 18180.01%0.01%0.02%Q1 2020Q2 202418
OSAIC HOLDINGS, INC. 18180.01%0.02%0.04%Q1 2020Q2 202418
Commonwealth Equity Services, Inc 18180.01%0.01%0.02%Q2 2013Q3 201718
TRUIST FINANCIAL CORP 18180.00%0.00%0.01%Q4 2019Q1 202418
Robertson Stephens Wealth Management, LLC 18180.03%0.23%0.60%Q2 2019Q3 202318
HBK Sorce Advisory LLC 17170.01%0.10%0.21%Q2 2020Q2 202417
MERCER GLOBAL ADVISORS INC /ADV 1610.04%0.12%0.26%Q1 2020Q2 202417
SIMPLEX TRADING, LLC 310.00%0.00%0.01%Q2 2015Q2 202417
Terra Nova Asset Management LLC 1520.28%1.13%2.39%Q3 2018Q2 202417
Realta Investment Advisors 1240.02%0.05%0.06%Q1 2019Q2 202416
MinichMacGregor Wealth Management, LLC 1210.02%1.41%3.92%Q4 2015Q4 202216
SG Americas Securities, LLC 1060.00%0.02%0.08%Q2 2014Q4 201816
Retirement Group, LLC 910.00%0.00%0.00%Q4 2019Q1 202416
CX Institutional 710.00%0.11%0.28%Q2 2018Q4 202316
CENTAURUS FINANCIAL, INC. 1410.01%0.05%0.27%Q2 2018Q4 202316
Kestra Advisory Services, LLC 16160.00%0.02%0.06%Q3 2020Q2 202416
Pinnacle Advisory Group, Inc. 15150.04%0.94%3.89%Q2 2013Q4 201615
Spruce Investment Advisors LLC 15151.24%3.07%9.12%Q2 2014Q4 201715
MSI Financial Services Inc 15150.07%0.11%0.18%Q2 2013Q4 201615
DAVENPORT & Co LLC 1140.00%0.01%0.01%Q2 2013Q3 201915
FIFTH THIRD BANCORP 1050.00%0.00%0.00%Q2 2015Q2 202415
Geneos Wealth Management Inc. 710.00%0.00%0.00%Q1 2016Q2 202415
Balentine LLC 15150.00%0.00%0.01%Q4 2020Q2 202415
FinTrust Capital Advisors, LLC 1410.00%0.00%0.01%Q4 2019Q2 202415
AE Wealth Management LLC 1020.00%0.02%0.02%Q1 2019Q4 202315
Founders Financial Alliance, LLC 15150.00%0.02%0.03%Q3 2020Q1 202415
Qube Research & Technologies Ltd 510.00%0.04%0.14%Q4 2019Q1 202415
Advisor Group, Inc. 15150.01%0.02%0.04%Q2 2016Q4 201915
Future Financial Wealth Managment LLC 15150.19%0.29%1.08%Q4 2020Q2 202415
Bristlecone Advisors, LLC 1410.02%0.03%0.03%Q3 2020Q2 202415
Wealthspire Advisors, L.P. 14140.01%0.01%0.03%Q4 2015Q1 201914
MANUFACTURERS LIFE INSURANCE COMPANY, THE 720.00%0.00%0.00%Q4 2013Q2 201814
WOLVERINE TRADING, LLC 510.00%0.00%0.01%Q2 2016Q1 202114
Spire Wealth Management 14140.00%0.00%0.01%Q1 2021Q2 202414
Cetera Investment Advisers 14140.01%0.02%0.08%Q4 2020Q1 202414
Aviance Capital Partners, LLC 14140.03%0.04%0.05%Q1 2021Q2 202414
Royal Fund Management, LLC 14140.02%0.02%0.03%Q4 2016Q1 202014
Piscataqua Savings Bank 14140.02%0.02%0.02%Q1 2021Q2 202414
NATIONAL PLANNING CORP 14140.03%0.09%0.23%Q2 2013Q3 201614
Concert Wealth Management Inc. 860.04%0.08%0.12%Q3 2013Q1 201714
Laurel Wealth Advisors LLC 14140.01%0.02%0.02%Q4 2018Q1 202214
Belpointe Asset Management LLC 13130.01%0.02%0.03%Q1 2020Q1 202313
FIRST NATIONAL CORP /MA/ /ADV 1120.00%0.35%0.60%Q4 2018Q2 202413
Crescent Grove Advisors, LLC 13130.03%0.03%0.03%Q2 2021Q2 202413
NEXT Financial Group, Inc 610.00%0.00%0.00%Q1 2015Q4 202113
HUNTINGTON NATIONAL BANK 1110.00%0.00%0.00%Q2 2017Q2 202413
BlackRock Finance, Inc. 760.00%0.00%0.00%Q1 2017Q2 202013
WELLINGTON MANAGEMENT GROUP LLP 13130.00%0.00%0.00%Q2 2021Q2 202413
Rockefeller Capital Management L.P. 13130.00%0.00%0.00%Q1 2020Q1 202313
HARBOUR INVESTMENTS, INC. 940.00%0.01%0.02%Q1 2021Q2 202413
BREWIN DOLPHIN LTD 13130.00%0.00%0.01%Q2 2019Q2 202213
XPONANCE, INC. 940.28%4.16%9.08%Q2 2014Q3 201713
FLAGSHIP HARBOR ADVISORS, LLC 13130.05%0.07%0.11%Q3 2017Q3 202013
SeaBridge Investment Advisors LLC 12120.01%0.02%0.03%Q2 2013Q1 201612
V2 Financial group LLC 810.15%0.17%0.18%Q1 2021Q2 202412
VICUS CAPITAL 810.11%0.66%1.69%Q1 2015Q3 202212
J.W. COLE ADVISORS, INC. 910.02%0.04%0.06%Q4 2019Q4 202312
TSFG, LLC 1020.00%0.15%0.31%Q1 2019Q2 202412
Charter Oak Capital Management, LLC 12120.00%0.02%0.05%Q4 2020Q3 202312
COOKSON PEIRCE & CO INC 12120.02%0.02%0.03%Q1 2020Q4 202212
ASSETMARK, INC 510.00%0.09%0.72%Q3 2013Q1 202312
Kozak & Associates, Inc. 12120.00%0.02%0.06%Q3 2021Q2 202412
Sowell Financial Services LLC 710.06%0.11%0.34%Q4 2018Q2 202412
TOCQUEVILLE ASSET MANAGEMENT L.P. 12120.00%0.01%0.01%Q4 2019Q3 202212
Kingsview Wealth Management, LLC 510.01%0.39%1.38%Q1 2017Q2 202412
Patriot Financial Group Insurance Agency, LLC 12120.02%0.04%0.06%Q4 2016Q3 201912
Raab & Moskowitz Asset Management LLC 930.09%0.11%0.16%Q3 2016Q4 201912
JFS WEALTH ADVISORS, LLC 12120.00%0.00%0.00%Q3 2021Q2 202412
HRT FINANCIAL LP 510.02%0.31%1.25%Q3 2015Q1 202312
U.S. Capital Wealth Advisors, LLC 12120.02%0.02%0.02%Q3 2021Q2 202412
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.01%Q2 2013Q1 201612
Bison Wealth, LLC 11110.02%0.03%0.04%Q4 2019Q2 202211
DRIVE WEALTH MANAGEMENT, LLC 11110.16%0.34%0.60%Q4 2021Q2 202411
Bensler, LLC 11110.06%0.08%0.10%Q4 2021Q2 202411
Hudock, Inc. 740.00%0.07%0.23%Q1 2016Q3 202311
NORTHERN TRUST CORP 11110.00%0.00%0.00%Q1 2015Q3 201711
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11110.00%0.00%0.00%Q4 2021Q2 202411
Abound Wealth Management 11110.00%0.00%0.01%Q4 2021Q2 202411
City State Bank 11110.01%0.01%0.02%Q4 2021Q2 202411
Mason & Associates Inc 11111.00%1.39%2.66%Q4 2021Q2 202411
PRIMORIS WEALTH ADVISORS, LLC 11110.23%0.33%0.50%Q4 2021Q2 202411
Bank Pictet & Cie (Europe) AG 11110.15%0.26%0.37%Q1 2017Q3 201911
HCR Wealth Advisors 1010.04%0.21%0.30%Q4 2016Q4 201911
Redmile Group, LLC 410.01%0.04%0.10%Q1 2013Q3 201811
IEQ CAPITAL, LLC 11110.01%0.01%0.02%Q4 2021Q2 202411
Meridian Financial, LLC 11110.31%0.41%0.49%Q4 2021Q2 202411
AdvisorNet Financial, Inc 11110.00%0.00%0.00%Q4 2018Q2 202111
Lumature Wealth Partners, LLC 11110.00%0.00%0.01%Q4 2020Q2 202311
NATIONAL BANK OF CANADA /FI/ 11110.00%0.00%0.00%Q4 2021Q2 202411
First Allied Advisory Services, Inc. 610.00%0.02%0.03%Q2 2015Q3 202010
Well Done, LLC 430.04%0.31%0.84%Q4 2015Q4 202210
BOKF, NA 710.00%0.00%0.01%Q3 2017Q1 202310
MV CAPITAL MANAGEMENT, INC. 10100.02%0.04%0.05%Q4 2017Q1 202010
Founders Capital Management 10100.02%0.03%0.04%Q1 2017Q2 201910
HAZLETT, BURT & WATSON, INC. 10100.04%0.06%0.07%Q1 2022Q2 202410
Federation des caisses Desjardins du Quebec 10100.04%0.06%0.08%Q1 2022Q2 202410
BDO Wealth Advisors, LLC 10100.01%0.01%0.01%Q1 2021Q2 202310
Thrive Capital Management, LLC 910.19%0.90%1.23%Q4 2021Q2 202410
Virtu KCG Holdings LLC 710.01%0.02%0.04%Q3 2013Q1 201710
Vontobel Holding Ltd. 820.00%0.00%0.00%Q4 2020Q2 202310
Ameritas Investment Partners, Inc. 10100.00%0.00%0.00%Q1 2022Q2 202410
WFG Advisors, LP 640.00%0.02%0.07%Q3 2013Q2 201710
Keystone Financial Group 910.05%0.05%0.06%Q4 2019Q2 202210
BB&T SECURITIES, LLC 10100.01%0.03%0.07%Q2 2015Q3 201710
TWO SIGMA SECURITIES, LLC 210.00%0.04%0.25%Q3 2017Q3 202310
Castleview Partners, LLC 910.00%0.01%0.02%Q2 2021Q4 202310
Clark Capital Management Group, Inc. 610.15%0.45%0.69%Q2 2013Q2 20179
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q1 2015Q4 20239
Atria Investments, Inc 410.02%0.06%0.34%Q2 2016Q2 20239
CIBC WORLD MARKET INC. 610.00%0.00%0.00%Q1 2015Q1 20249
Merit Financial Group, LLC 990.02%0.08%0.13%Q2 2022Q2 20249
1832 Asset Management L.P. 810.00%0.00%0.01%Q3 2018Q1 20239
Jackson Financial Management 996.78%9.43%12.17%Q4 2017Q4 20199
Clearview Wealth Advisors LLC 990.01%0.01%0.01%Q2 2021Q2 20239
Front Row Advisors LLC 720.00%0.00%0.00%Q1 2022Q2 20249
LINCOLN NATIONAL CORP 990.00%0.01%0.01%Q1 2022Q1 20249
Newbridge Financial Services Group, Inc. 720.00%0.00%0.00%Q4 2021Q1 20249
ROWLANDMILLER & PARTNERS.ADV 720.02%0.03%0.03%Q1 2021Q2 20239
Accel Wealth Management 880.01%0.01%0.02%Q2 2021Q1 20238
Wealthspire Advisors, LLC 880.01%0.01%0.01%Q1 2021Q4 20228
MARSHALL WACE, LLP 510.00%0.00%0.00%Q4 2019Q4 20238
SIGNATUREFD, LLC 510.00%0.00%0.01%Q1 2016Q3 20228
PEAPACK GLADSTONE FINANCIAL CORP 880.05%0.07%0.09%Q3 2022Q2 20248
Virtu Financial LLC 210.01%0.22%0.45%Q3 2015Q2 20198
Gruss & Co., LLC 881.43%2.60%4.40%Q1 2021Q4 20228
PRIVATE TRUST CO NA 530.00%0.02%0.03%Q2 2022Q2 20248
BAROMETER CAPITAL MANAGEMENT INC. 410.05%0.20%0.55%Q4 2014Q1 20228
RiverFront Investment Group, LLC 710.42%1.08%1.46%Q2 2009Q3 20178
RAY GERALD L & ASSOCIATES LTD 880.06%0.07%0.08%Q4 2015Q3 20178
Ranch Capital Advisors Inc. 880.01%0.01%0.02%Q4 2019Q3 20218
SOA Wealth Advisors, LLC. 880.01%0.01%0.01%Q3 2022Q2 20248
NIEMANN CAPITAL MANAGEMENT INC 510.25%6.78%12.88%Q3 2014Q2 20208
BBVA USA Bancshares, Inc. 880.34%0.37%0.42%Q2 2013Q1 20158
Perigon Wealth Management, LLC 710.01%0.01%0.02%Q4 2020Q2 20248
Verity Asset Management, Inc. 881.23%2.13%4.19%Q4 2013Q3 20158
Sebold Capital Management, Inc. 770.25%0.28%0.32%Q4 2022Q2 20247
Delek Group, Ltd. 770.07%0.33%1.16%Q4 2017Q2 20197
EP Wealth Advisors, LLC 770.00%0.00%0.01%Q4 2022Q2 20247
CHILTON CAPITAL MANAGEMENT LLC 510.00%0.00%0.00%Q4 2021Q1 20247
Aptus Capital Advisors, LLC 430.00%0.00%0.00%Q3 2019Q2 20247
Stratos Wealth Partners, LTD. 210.01%0.01%0.01%Q4 2017Q2 20227
Mirae Asset Global Investments Co., Ltd. 770.03%0.35%0.88%Q1 2015Q3 20167
HOLLENCREST CAPITAL MANAGEMENT 770.00%0.00%0.00%Q4 2022Q2 20247
NEW ENGLAND SECURITIES CORP /MA/ 770.02%0.07%0.14%Q2 2013Q4 20147
Financial Freedom, LLC 770.15%0.49%0.66%Q4 2022Q2 20247
FLOW TRADERS U.S. LLC 430.00%0.08%0.14%Q3 2020Q3 20237
Weaver Consulting Group 770.01%0.01%0.02%Q1 2019Q3 20207
Patten Group, Inc. 610.00%0.00%0.00%Q4 2014Q3 20167
M&R CAPITAL MANAGEMENT INC 770.00%0.00%0.00%Q4 2022Q2 20247
Mosaic Family Wealth, LLC 770.00%0.00%0.00%Q4 2015Q2 20177
Virtue Capital Management, LLC 520.05%0.07%0.10%Q4 2021Q3 20237
ELEMENT POINTE ADVISORS, LLC 770.13%0.70%1.52%Q2 2019Q4 20207
Aspire Wealth Management Corp 770.00%0.00%0.01%Q4 2022Q2 20247
TWO SIGMA INVESTMENTS, LP 770.00%0.01%0.01%Q4 2022Q2 20247
Advocacy Wealth Management Services, LLC 770.00%0.00%0.01%Q1 2016Q3 20177
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.02%Q4 2020Q4 20227
KRAEMATON INVESTMENT ADVISORS, INC 510.21%0.23%0.26%Q4 2021Q1 20247
Portfolio Strategies, Inc. 770.08%0.15%0.31%Q4 2019Q2 20217
Y.D. More Investments Ltd 770.01%0.02%0.02%Q4 2022Q2 20247
WBI INVESTMENTS, LLC 520.05%0.24%0.38%Q1 2021Q4 20227
Timber Hill LLC 210.00%0.01%0.02%Q1 2014Q4 20177
COLONY GROUP LLC 510.00%0.08%0.48%Q4 2016Q4 20227
SII INVESTMENTS INC/WI 770.03%0.04%0.05%Q4 2014Q2 20167
CAROLINAS WEALTH CONSULTING LLC 770.01%0.01%0.01%Q1 2020Q3 20217
Sierra Capital LLC 770.49%0.53%0.56%Q1 2021Q3 20227
PFG Investments, LLC 660.03%0.05%0.06%Q1 2023Q2 20246
Covington Capital Management 660.00%0.00%0.00%Q2 2021Q3 20226
Avior Wealth Management, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
Cape Investment Advisory, Inc. 660.02%0.02%0.02%Q1 2023Q2 20246
Integrated Advisors Network LLC 660.08%0.14%0.20%Q4 2019Q1 20216
Teamwork Financial Advisors, LLC 210.20%0.28%0.36%Q2 2020Q4 20226
Kraft, Davis & Associates, LLC 510.10%0.11%0.14%Q4 2022Q2 20246
Covestor Ltd 660.00%0.00%0.00%Q1 2023Q2 20246
Glassman Wealth Services 660.66%0.73%0.81%Q2 2016Q3 20176
Integrated Wealth Concepts LLC 660.00%0.00%0.01%Q1 2023Q2 20246
TWO SIGMA ADVISERS, LP 660.00%0.00%0.01%Q4 2022Q1 20246
626 Financial, LLC 510.15%0.16%0.19%Q1 2021Q4 20226
WR Wealth Planners, LLC 320.00%0.00%0.00%Q1 2023Q2 20245
Banco Santander, S.A. 550.02%0.04%0.06%Q3 2021Q3 20225
Manchester Capital Management LLC 550.02%0.03%0.03%Q2 2023Q2 20245
Great Diamond Partners, LLC 320.13%0.26%0.37%Q4 2019Q1 20235
Crewe Advisors LLC 550.14%0.41%0.49%Q4 2017Q4 20185
Pathway Financial Advisers, LLC 320.03%0.03%0.03%Q4 2022Q1 20245
FIRST FOUNDATION ADVISORS 550.02%0.02%0.02%Q2 2023Q2 20245
Evercore Wealth Management, LLC 550.00%0.00%0.00%Q3 2015Q3 20165
Janney Capital Management LLC 210.16%0.68%1.34%Q2 2013Q4 20185
CIBC Private Wealth Group LLC 320.00%0.00%0.00%Q4 2017Q2 20245
Advisory Alpha, LLC 310.01%0.01%0.02%Q1 2019Q3 20205
BROWN BROTHERS HARRIMAN & CO 550.00%0.00%0.00%Q2 2021Q2 20225
Snowden Capital Advisors LLC 310.00%0.07%0.10%Q4 2019Q4 20225
TRUEWEALTH LLC 550.00%0.00%0.00%Q4 2018Q4 20195
TLWM 210.04%0.07%0.13%Q3 2019Q1 20245
Financial Enhancement Group LLC 550.00%0.01%0.01%Q1 2018Q1 20195
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
Jaffetilchin Investment Partners, LLC 550.10%0.11%0.14%Q1 2019Q1 20205
GRIMES & COMPANY, INC. 550.02%0.02%0.02%Q4 2020Q4 20215
Rehmann Capital Advisory Group 320.00%0.00%0.00%Q1 2018Q2 20195
LAZARD ASSET MANAGEMENT LLC 550.01%0.01%0.02%Q4 2013Q4 20145
Nalls Sherbakoff Group, LLC 410.04%0.04%0.04%Q4 2018Q4 20235
Cresset Asset Management, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
Meridian Wealth Management, LLC 410.04%0.10%0.14%Q2 2019Q2 20235
GSA CAPITAL PARTNERS LLP 410.02%0.04%0.11%Q1 2023Q2 20245
Private Ocean, LLC 410.00%0.00%0.00%Q1 2020Q4 20235
AVIANCE CAPITAL MANAGEMENT, LLC 310.01%0.02%0.04%Q1 2015Q4 20175
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
Clarus Wealth Advisors 310.28%0.66%0.92%Q1 2018Q1 20194
SIGNET FINANCIAL MANAGEMENT, LLC 310.04%0.04%0.06%Q2 2015Q2 20244
TD Waterhouse Canada Inc. 440.00%0.00%0.00%Q1 2022Q4 20224
SHINE INVESTMENT ADVISORY SERVICES INC 440.00%0.00%0.00%Q3 2019Q2 20204
Hexagon Capital Partners LLC 440.01%0.01%0.01%Q3 2020Q2 20214
Hefty Wealth Partners 110.03%0.04%0.05%Q3 2016Q1 20184
Freedom Investment Management, Inc. 440.03%0.08%0.13%Q1 2023Q4 20234
Claraphi Advisory Network, LLC 310.04%0.17%0.25%Q1 2019Q1 20204
RAYMOND JAMES TRUST N.A. 440.03%0.03%0.03%Q1 2015Q4 20154
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
ExodusPoint Capital Management, LP 310.00%0.02%0.06%Q2 2021Q2 20224
FAS Wealth Partners, Inc. 440.00%0.00%0.00%Q4 2019Q3 20204
Triton Wealth Management, PLLC 440.13%0.14%0.16%Q3 2022Q2 20234
20/20 Capital Management, Inc. 440.13%0.44%0.58%Q3 2020Q2 20214
Orion Portfolio Solutions, LLC 310.00%0.00%0.01%Q4 2019Q1 20224
Kavar Capital Partners, LLC 220.02%0.02%0.02%Q4 2013Q3 20154
Mascoma Wealth Management LLC 440.04%0.06%0.08%Q3 2018Q2 20194
Voya Financial Advisors, Inc. 440.01%0.02%0.02%Q2 2020Q1 20214
Financial Gravity Asset Management, Inc. 220.00%0.01%0.02%Q1 2023Q2 20244
Gerber Kawasaki Wealth & Investment Management 310.00%0.29%0.95%Q4 2015Q1 20224
Compagnie Lombard Odier SCmA 440.01%0.02%0.03%Q1 2016Q4 20164
Regal Investment Advisors LLC 210.02%0.05%0.11%Q3 2014Q1 20224
Arlington Capital Management, Inc. 318.92%10.44%11.99%Q4 2014Q1 20224
NBC SECURITIES, INC. 440.03%0.03%0.04%Q3 2023Q2 20244
LEO BROKERAGE, LLC 220.03%0.05%0.07%Q1 2022Q2 20234
Migdal Insurance & Financial Holdings Ltd. 220.10%0.29%0.55%Q4 2015Q1 20214
TRUST CO OF TOLEDO NA /OH/ 440.20%0.21%0.23%Q3 2023Q2 20244
GLENMEDE TRUST CO NA 440.00%0.00%0.00%Q2 2015Q1 20164
Essex Financial Services, Inc. 440.06%0.07%0.10%Q2 2015Q1 20164
BB&T INVESTMENT SERVICES, INC. 440.01%0.01%0.02%Q4 2016Q3 20174
Bouchey Financial Group Ltd 440.02%0.02%0.03%Q3 2023Q2 20244
Jackson Wealth Management, LLC 440.27%0.34%0.47%Q1 2022Q4 20224
Financial Advocates Investment Management 220.11%0.13%0.18%Q4 2018Q4 20224
WESPAC Advisors SoCal, LLC 310.02%0.02%0.02%Q1 2018Q1 20194
BENJAMIN EDWARDS INC 330.00%0.00%0.00%Q2 2022Q4 20223
Syntal Capital Partners, LLC 210.87%1.07%1.36%Q1 2014Q3 20193
Kabarec Financial Advisors, Ltd. 330.08%0.09%0.10%Q4 2017Q2 20183
Renaissance Technologies 210.00%0.00%0.00%Q4 2018Q1 20233
River Wealth Advisors LLC 330.03%0.03%0.03%Q2 2018Q4 20183
Elmwood Wealth Management, Inc. 210.03%0.03%0.03%Q1 2021Q4 20213
Private Advisory Group LLC 210.08%0.12%0.14%Q4 2018Q3 20223
Madden Advisory Services, Inc. 210.01%0.01%0.01%Q2 2015Q1 20173
BROWN ADVISORY INC 210.00%0.00%0.00%Q2 2013Q2 20243
RWA WEALTH PARTNERS, LLC 210.42%0.44%0.46%Q1 2021Q4 20213
Csenge Advisory Group 110.06%0.09%0.10%Q2 2021Q2 20223
JONES FINANCIAL COMPANIES LLLP 330.00%0.00%0.00%Q4 2023Q2 20243
Archer Investment Corp 330.01%0.01%0.01%Q4 2020Q2 20213
Pinnacle Summer Investments, Inc. 330.00%0.01%0.01%Q2 2015Q4 20153
Tidemark, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Venturi Wealth Management, LLC 330.06%0.11%0.19%Q2 2018Q4 20183
49 WEALTH MANAGEMENT, LLC 330.30%1.60%2.32%Q4 2023Q2 20243
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 330.04%0.04%0.04%Q3 2023Q1 20243
Danda Trouve Investment Management, Inc. 330.65%0.70%0.78%Q4 2019Q2 20203
Wakefield Asset Management LLLP 330.61%0.69%0.78%Q2 2019Q4 20193
Salomon & Ludwin, LLC 330.00%0.00%0.00%Q3 2023Q1 20243
WealthOne, LLC 110.07%0.15%0.22%Q4 2018Q2 20223
ClearBridge Investments 330.00%0.00%0.00%Q4 2019Q2 20203
IBEX WEALTH ADVISORS 210.01%0.45%1.34%Q1 2019Q3 20213
PRINCIPAL SECURITIES, INC. 330.01%0.02%0.02%Q4 2023Q2 20243
FIRST TRUST ADVISORS LP 330.00%0.00%0.00%Q2 2015Q4 20153
ASPIRIANT, LLC 330.05%0.10%0.14%Q1 2014Q3 20143
OneAscent Financial Services LLC 330.23%0.39%0.48%Q3 2022Q1 20233
MATRIX PRIVATE CAPITAL GROUP LLC 330.15%0.22%0.27%Q4 2020Q2 20213
Rise Advisors, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
FRANKLIN RESOURCES INC 330.00%0.00%0.00%Q4 2023Q2 20243
Geneva Advisors, LLC 330.01%0.01%0.01%Q4 2014Q2 20153
Oliver Luxxe Assets LLC 330.14%0.14%0.15%Q2 2019Q4 20193
Vestpro Financial Partners, Inc. dba CPF Texas 330.10%0.12%0.14%Q1 2018Q3 20183
MARINER INDEPENDENT ADVISOR NETWORK, LLC 210.14%0.16%0.18%Q3 2016Q3 20223
Cornerstone Wealth Management, LLC 210.01%0.02%0.05%Q2 2018Q1 20193
Truvestments Capital LLC 210.00%0.01%0.02%Q3 2018Q4 20233
Bank of New York Mellon Corp 330.00%0.00%0.00%Q4 2023Q2 20243
Tranquility Partners, LLC 210.10%0.14%0.22%Q2 2019Q1 20223
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.00%0.01%Q4 2020Q2 20243
Advisors Preferred, LLC 110.00%0.78%1.48%Q4 2014Q1 20203
Bullseye Investment Management, LLC 334.12%5.28%6.62%Q3 2022Q1 20233
SANDLER CAPITAL MANAGEMENT 330.11%0.14%0.17%Q3 2014Q1 20153
Global Financial Private Capital, Inc 330.01%0.01%0.01%Q1 2018Q3 20183
Kovack Advisors, Inc. 330.05%0.11%0.23%Q4 2018Q2 20193
PACIFIC FINANCIAL GROUP INC 330.70%0.82%1.03%Q2 2015Q4 20153
Register Financial Advisors LLC 330.01%0.01%0.02%Q4 2023Q2 20243
GTS SECURITIES LLC 330.00%0.00%0.00%Q4 2023Q2 20243
American Capital Advisory, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Genesee Capital Advisors, LLC 330.69%0.76%0.85%Q4 2018Q2 20193
Ford Financial Group, LLC 110.03%0.08%0.17%Q4 2017Q4 20213
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.00%0.00%0.00%Q3 2023Q1 20243
Cadent Capital Advisors, LLC 331.49%1.58%1.64%Q2 2022Q4 20223
Lenox Wealth Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
SeaCrest Wealth Management, LLC 330.01%0.01%0.01%Q3 2018Q1 20193
Tyler-Stone Wealth Management 330.00%0.00%0.00%Q4 2023Q2 20243
NEVILLE RODIE & SHAW INC 330.03%0.03%0.04%Q2 2015Q4 20153
Western Wealth Management, LLC 330.06%0.10%0.13%Q4 2018Q2 20193
MAI Capital Management 330.01%0.01%0.01%Q4 2023Q2 20243
TRITONPOINT WEALTH, LLC 330.04%0.05%0.06%Q4 2023Q2 20243
B. Riley Wealth Management, Inc. 330.25%0.34%0.41%Q2 2015Q4 20153
Weaver Capital Management LLC 330.08%0.09%0.10%Q4 2023Q2 20243
Oxbow Advisors, LLC 330.04%0.05%0.06%Q1 2022Q3 20223
Watson Rebecca 220.14%0.15%0.15%Q4 2019Q1 20202
WFA of San Diego, LLC 110.00%0.02%0.03%Q3 2023Q2 20242
Hanson & Doremus Investment Management 220.00%0.00%0.00%Q1 2024Q2 20242
PROVENCE WEALTH MANAGEMENT GROUP 220.02%0.03%0.03%Q3 2023Q4 20232
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
LGT Financial Advisors LLC 110.01%0.01%0.01%Q4 2022Q2 20232
D.A. DAVIDSON & CO. 220.01%0.01%0.01%Q2 2019Q3 20192
Signator Financial Services, Inc. 220.01%0.01%0.01%Q2 2013Q3 20132
Central Pacific Bank - Trust Division 220.00%0.00%0.00%Q1 2024Q2 20242
Colony Family Offices, LLC 220.06%0.06%0.06%Q4 2021Q1 20222
Pathstone Holdings, LLC 220.00%0.00%0.00%Q4 2023Q1 20242
BARINGS LLC 220.04%0.04%0.04%Q1 2020Q2 20202
Hutchens & Kramer Investment Management Group, LLC 220.19%0.20%0.22%Q4 2021Q1 20222
NewEdge Wealth, LLC 220.09%0.09%0.10%Q4 2020Q1 20212
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q1 2020Q2 20202
Burt Wealth Advisors 220.02%0.03%0.03%Q3 2018Q4 20182
JNBA Financial Advisors 220.00%0.00%0.00%Q1 2018Q2 20182
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2014Q2 20152
Lion Street Advisors, LLC 220.08%0.08%0.08%Q4 2023Q1 20242
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.03%0.03%0.04%Q4 2021Q3 20222
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q2 2015Q4 20162
Riggs Asset Managment Co. Inc. 220.00%0.00%0.00%Q4 2019Q1 20202
INVESTMENT CENTERS OF AMERICA INC 110.08%0.08%0.09%Q3 2013Q1 20142
Dynamic Technology Lab Private Ltd 110.02%0.03%0.03%Q2 2022Q1 20232
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 220.01%0.02%0.03%Q1 2021Q2 20212
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q3 2017Q1 20182
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q4 2023Q2 20242
Fulcrum Equity Management 110.10%1.15%2.21%Q2 2020Q3 20222
VIMA LLC 220.02%0.03%0.04%Q4 2023Q1 20242
PATHSTONE FAMILY OFFICE, LLC 110.00%0.04%0.08%Q2 2013Q3 20232
Columbus Macro, LLC 110.22%0.23%0.24%Q2 2021Q3 20222
Capital CS Group, LLC 221.52%1.62%1.73%Q3 2022Q4 20222
Rothschild Capital Partners, LLC 221.68%1.70%1.72%Q2 2021Q3 20212
Glenview Trust Co 220.02%0.07%0.12%Q1 2024Q2 20242
Ergawealth Advisors, Inc. 220.20%0.20%0.20%Q4 2022Q1 20232
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2014Q4 20142
Bruderman Asset Management, LLC 110.15%0.58%1.02%Q1 2019Q1 20202
Leo Wealth, LLC 220.03%0.03%0.03%Q4 2023Q1 20242
ICA Group Wealth Management, LLC 220.00%0.00%0.00%Q4 2023Q1 20242
Aurora Private Wealth, Inc. 220.09%0.09%0.09%Q4 2021Q1 20222
CPR Investments Inc. 112.69%5.44%8.18%Q1 2022Q4 20232
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
KWB Wealth 220.05%0.05%0.05%Q1 2024Q2 20242
MENORA MIVTACHIM HOLDINGS LTD. 220.01%0.55%1.08%Q1 2023Q2 20232
SpiderRock Advisors, LLC 220.01%0.02%0.02%Q1 2024Q2 20242
FDx Advisors, Inc. 110.01%0.01%0.01%Q2 2017Q2 20212
VAUGHAN & Co SECURITIES, INC. 220.02%0.02%0.02%Q4 2019Q1 20202
DORCHESTER WEALTH MANAGEMENT Co 220.08%0.09%0.09%Q2 2015Q3 20152
Lido Advisors, LLC 220.24%0.26%0.28%Q3 2018Q4 20182
Nationwide Fund Advisors 220.00%0.00%0.00%Q2 2014Q3 20142
Neuberger Berman Group LLC 220.00%0.00%0.00%Q4 2023Q1 20242
Ground Swell Capital, LLC 220.02%0.02%0.02%Q2 2014Q3 20142
Prospera Financial Services Inc 110.00%0.00%0.00%Q3 2020Q1 20222
LS Investment Advisors, LLC 220.01%0.01%0.01%Q1 2020Q2 20202
Miracle Mile Advisors, LLC 220.10%4.52%8.95%Q2 2015Q3 20152
Concourse Capital Management, LLC 221.29%1.35%1.41%Q4 2018Q1 20192
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q4 2016Q1 20192
Valley Brook Capital Group, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
Financial Synergies Wealth Advisors, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
Asset Dedication, LLC 110.02%0.02%0.02%Q4 2015Q3 20162
Stadion Money Management, LLC 110.07%0.09%0.11%Q2 2013Q2 20152
SFI Advisors, LLC 220.28%1.27%2.27%Q2 2023Q3 20232
Crow Point Partners, LLC 110.03%0.05%0.07%Q3 2017Q2 20192
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
SEAVIEW INVESTMENT MANAGERS LLC 220.02%0.03%0.03%Q3 2020Q4 20202
Brinker Capital Investments, LLC 220.02%0.05%0.09%Q2 2013Q3 20132
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2015Q2 20172
Windsor Creek Advisors, LLC 110.05%0.12%0.19%Q2 2019Q2 20192
Montecito Bank & Trust 220.07%0.09%0.11%Q3 2018Q4 20182
Almanack Investment Partners, LLC. 110.04%0.07%0.11%Q1 2017Q3 20222
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2017Q3 20232
US FINANCIAL ADVISORS, LLC 220.04%0.05%0.05%Q4 2015Q1 20162
Capital Analysts, LLC 110.00%0.00%0.01%Q4 2022Q4 20232
Blackhawk Capital Partners LLC. 110.37%0.72%1.08%Q3 2018Q1 20192
Interchange Capital Partners, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q1 2016Q1 20161
THOMPSON INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
Penserra Capital Management LLC 110.13%0.13%0.13%Q4 2018Q4 20181
Empowered Funds, LLC 114.21%4.21%4.21%Q1 2022Q1 20221
GFS Advisors, LLC 110.15%0.15%0.15%Q1 2016Q1 20161
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Gibraltar Capital Management, Inc. 110.39%0.39%0.39%Q4 2018Q4 20181
SEI INVESTMENTS CO 110.00%0.00%0.00%Q1 2018Q1 20181
Concord Investment Counsel Inc. 110.13%0.13%0.13%Q1 2024Q1 20241
Kistler-Tiffany Companies, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Jefferies Group LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Beaumont Capital Management, LLC 110.33%0.33%0.33%Q2 2022Q2 20221
Signify Wealth 113.59%3.59%3.59%Q1 2022Q1 20221
Lake Point Wealth Management 110.00%0.00%0.00%Q2 2022Q2 20221
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
FineMark National Bank & Trust 110.00%0.00%0.00%Q1 2015Q1 20151
FIRST FINANCIAL EQUITY CORPORATION 110.19%0.19%0.19%Q1 2017Q1 20171
Cerity Partners LLC 110.00%0.00%0.00%Q2 2024Q2 20241
CREATIVE FINANCIAL DESIGNS INC /ADV 110.02%0.02%0.02%Q4 2019Q4 20191
Cooper Financial Group 110.05%0.05%0.05%Q1 2024Q1 20241
Cavalier Investments, LLC 111.68%1.68%1.68%Q3 2015Q3 20151
IFG Advisory, LLC 110.03%0.03%0.03%Q4 2023Q4 20231
Ascent Group, LLC 110.22%0.22%0.22%Q2 2022Q2 20221
RPg Family Wealth Advisory, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
SVB WEALTH LLC 110.01%0.01%0.01%Q4 2023Q4 20231
CLOUGH CAPITAL PARTNERS L P 110.12%0.12%0.12%Q2 2022Q2 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Verition Fund Management LLC 110.04%0.04%0.04%Q2 2013Q2 20131
Institute for Wealth Management, LLC. 110.02%0.02%0.02%Q4 2019Q4 20191
Jacobi Capital Management LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Ken Stern & Associates, Inc. 111.29%1.29%1.29%Q3 2018Q3 20181
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Ignite Planners, LLC 110.33%0.33%0.33%Q2 2022Q2 20221
Psagot Value Holdings Ltd. 110.00%0.00%0.00%Q3 2019Q3 20191
Ghost Tree Capital, LLC 112.73%2.73%2.73%Q1 2016Q1 20161
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Delos Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
GPS Wealth Strategies Group, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Financial Advantage, Inc. 110.01%0.01%0.01%Q1 2015Q1 20151
Mawer Investment Management Ltd. 110.01%0.01%0.01%Q4 2017Q4 20171
Lansing Street Advisors 110.02%0.02%0.02%Q1 2023Q1 20231
Consolidated Portfolio Review Corp 110.06%0.06%0.06%Q1 2023Q1 20231
Pekin Hardy Strauss, Inc. 110.09%0.09%0.09%Q4 2014Q4 20141
Risk Paradigm Group, LLC 110.02%0.02%0.02%Q3 2017Q3 20171
Boyce & Associates Wealth Consulting, Inc. 111.14%1.14%1.14%Q1 2023Q1 20231
COLUMBIA CAPITAL LLC 111.14%1.14%1.14%Q4 2014Q4 20141
NWAM LLC 110.34%0.34%0.34%Q4 2018Q4 20181
MCDONALD PARTNERS LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Corient Private Wealth LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Capital Wealth Alliance, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Stonebridge Financial Planning Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 110.00%0.00%0.00%Q2 2022Q2 20221
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
RFG Advisory, LLC 110.61%0.61%0.61%Q2 2015Q2 20151
Continuum Advisory, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
MERITAGE PORTFOLIO MANAGEMENT 110.44%0.44%0.44%Q1 2024Q1 20241
Oak Point Wealth Management 110.38%0.38%0.38%Q1 2018Q1 20181
Eagle Strategies LLC 110.16%0.16%0.16%Q1 2024Q1 20241
COBIZ WEALTH, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Destination Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
Greenwich Wealth Management LLC 110.04%0.04%0.04%Q3 2017Q3 20171
Sandbox Financial Partners, LLC 110.21%0.21%0.21%Q4 2020Q4 20201
Chevy Chase Trust Holdings, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
FIFTH LANE CAPITAL, LP 110.09%0.09%0.09%Q2 2023Q2 20231
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Covenant Multifamily Offices, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
OPTIMUM INVESTMENT ADVISORS 110.00%0.00%0.00%Q4 2019Q4 20191
MID CONTINENT CAPITAL LLC/IL 110.08%0.08%0.08%Q3 2014Q3 20141
Independent Advisor Alliance 110.03%0.03%0.03%Q4 2019Q4 20191
Concord Wealth Partners 110.00%0.00%0.00%Q4 2022Q4 20221
PURA VIDA INVESTMENTS, LLC 111.32%1.32%1.32%Q4 2020Q4 20201
Trexquant Investment LP 110.01%0.01%0.01%Q1 2023Q1 20231
Baker Avenue Asset Management, LP 110.01%0.01%0.01%Q4 2023Q4 20231
FNY Partners Fund LP 110.00%0.00%0.00%Q1 2017Q1 20171
SYMPHONY ASSET MANAGEMENT LLC 110.03%0.03%0.03%Q3 2016Q3 20161
Mandatum Life Insurance Co Ltd 110.01%0.01%0.01%Q4 2015Q4 20151
Paragon Wealth Strategies, LLC 119.42%9.42%9.42%Q4 2018Q4 20181
Weatherstone Capital Management 110.24%0.24%0.24%Q3 2013Q3 20131
DRW Securities, LLC 110.04%0.04%0.04%Q1 2019Q1 20191
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Goodwin Investment Advisory 110.00%0.00%0.00%Q4 2021Q4 20211
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Polaris Wealth Advisory Group, LLC 110.92%0.92%0.92%Q2 2019Q2 20191
Colony Group, LLC 110.02%0.02%0.02%Q4 2023Q4 20231
Wolf Group Capital Advisors 110.03%0.03%0.03%Q4 2021Q4 20211
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Cedar Brook Financial Partners, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Samalin Investment Counsel, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Faithward Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
WEALTHSOURCE PARTNERS, LLC 110.26%0.26%0.26%Q1 2019Q1 20191
Ausdal Financial Partners, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 110.01%0.01%0.01%Q3 2022Q3 20221
Callan Capital, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
WEBSTER BANK, N. A. 110.00%0.00%0.00%Q4 2016Q4 20161
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q4 2023Q4 20231
Buck Wealth Strategies, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ROMAN BUTLER FULLERTON & CO 110.23%0.23%0.23%Q4 2018Q4 20181
BOOTHBAY FUND MANAGEMENT, LLC 110.10%0.10%0.10%Q1 2016Q1 20161
SouthState Corp 110.00%0.00%0.00%Q1 2022Q1 20221
Financial Partners Group, Inc 110.14%0.14%0.14%Q4 2018Q4 20181
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Lee Financial Co 110.01%0.01%0.01%Q2 2022Q2 20221
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Simplicity Solutions, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
WealthPLAN Partners, LLC 110.04%0.04%0.04%Q3 2018Q3 20181
Belvedere Trading LLC 110.00%0.00%0.00%Q2 2023Q2 20231
55I, LLC 110.40%0.40%0.40%Q1 2019Q1 20191
Segment Wealth Management, LLC 110.53%0.53%0.53%Q4 2018Q4 20181
Davis Investment Partners, LLC 110.21%0.21%0.21%Q4 2022Q4 20221
TORONTO DOMINION BANK 110.00%0.00%0.00%Q4 2017Q4 20171
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Claybrook Capital, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
New England Investment & Retirement Group, Inc. 110.40%0.40%0.40%Q4 2019Q4 20191
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Prostatis Group LLC 114.55%4.55%4.55%Q1 2023Q1 20231
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2023Q1 20231
Aveo Capital Partners, LLC 110.95%0.95%0.95%Q2 2021Q2 20211
Executive Wealth Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Edge Advisors, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
MGO ONE SEVEN LLC 110.01%0.01%0.01%Q4 2018Q4 20181
ANGELES WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Clean Yield Group 110.01%0.01%0.01%Q1 2023Q1 20231
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
GoalVest Advisory LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Summit X, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
External links

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