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%0.01%Q2 2013Q3 2023109
Citadel Advisors 1710.00%0.00%0.01%Q2 2014Q3 202357
GOLDMAN SACHS GROUP INC 3610.00%0.00%0.01%Q1 2012Q3 202344
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.02%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.01%0.04%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
Hills Bank & Trust Co 42420.22%0.58%0.98%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.03%0.06%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 41410.00%0.01%0.07%Q3 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 3380.00%0.07%0.43%Q2 2013Q3 202341
Cambridge Investment Research Advisors, Inc. 3810.01%0.01%0.03%Q2 2013Q3 202340
PNC FINANCIAL SERVICES GROUP, INC. 3810.00%0.00%0.00%Q4 2013Q3 202339
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3720.00%0.06%0.25%Q4 2013Q3 202339
Cetera Advisor Networks LLC 3710.01%0.02%0.04%Q1 2014Q3 202338
Creative Planning 1420.00%0.00%0.01%Q2 2013Q3 202338
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202337
MURPHY CAPITAL MANAGEMENT INC 37370.23%0.48%0.62%Q2 2013Q2 202237
STIFEL FINANCIAL CORP 21150.00%0.00%0.01%Q1 2014Q3 202336
Janney Montgomery Scott LLC 36360.00%0.02%0.07%Q4 2014Q3 202336
KCM INVESTMENT ADVISORS LLC 36360.02%0.02%0.02%Q4 2014Q3 202336
RAYMOND JAMES & ASSOCIATES 22130.00%0.01%0.04%Q4 2014Q3 202335
Koshinski Asset Management, Inc. 2870.10%0.32%0.70%Q4 2014Q3 202335
CONDOR CAPITAL MANAGEMENT 2770.06%0.24%0.34%Q2 2014Q3 202334
Wharton Business Group, LLC 2680.41%1.30%2.06%Q1 2015Q3 202334
Cetera Advisors LLC 34340.02%0.05%0.10%Q2 2015Q3 202334
BANK OF MONTREAL /CAN/ 3120.00%0.00%0.09%Q2 2015Q3 202333
STEPHENS INC /AR/ 1310.00%0.02%0.11%Q2 2013Q3 202332
First Heartland Consultants, Inc. 3110.02%0.09%0.19%Q2 2013Q3 202332
WESPAC Advisors, LLC 1410.13%0.38%0.85%Q2 2013Q3 202332
Tower Research Capital LLC (TRC) 2060.01%0.17%0.65%Q2 2015Q3 202332
Iowa State Bank 32320.12%0.14%0.18%Q4 2015Q3 202332
Dakota Wealth Management 32320.02%0.14%0.30%Q4 2014Q3 202232
Advisory Services Network, LLC 2240.00%0.09%0.38%Q3 2015Q3 202331
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
BerganKDV Wealth Management, LLC 30300.11%0.33%1.84%Q1 2016Q2 202330
CWM, LLC 2280.00%0.00%0.00%Q1 2016Q3 202330
ADELL HARRIMAN & CARPENTER INC 18120.02%0.06%0.21%Q3 2015Q3 202330
IFP Advisors, Inc 1710.00%0.00%0.02%Q4 2015Q3 202329
J.P. Morgan Private Wealth Advisors LLC 2810.00%0.01%0.02%Q2 2015Q3 202329
Evanson Asset Management, LLC 28280.06%0.08%0.10%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.02%0.03%0.05%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.01%0.06%Q4 2016Q3 202328
COMMERCE BANK 2620.00%0.00%0.01%Q4 2014Q3 202328
Allworth Financial LP 27270.00%0.00%0.00%Q1 2017Q3 202327
FMA ADVISORY INC 1910.41%0.89%1.30%Q2 2013Q3 202127
Cutler Group LLC / CA 810.00%0.00%0.02%Q4 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.06%Q2 2013Q4 201927
CAPTRUST FINANCIAL ADVISORS 1510.00%0.00%0.01%Q2 2014Q3 202326
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2110.00%0.02%0.03%Q1 2015Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.03%0.10%Q2 2017Q3 202326
Haverford Trust Co 26260.00%0.00%0.01%Q2 2017Q3 202326
Sigma Planning Corp 2140.01%0.02%0.06%Q4 2015Q2 202325
Transamerica Financial Advisors, Inc. 1910.00%0.01%0.04%Q2 2014Q1 202325
BESSEMER GROUP INC 2050.00%0.00%0.00%Q3 2014Q3 202225
DEUTSCHE BANK AG\ 1860.00%0.00%0.00%Q3 2013Q3 202324
Cypress Capital Management LLC (WY) 24240.02%0.03%0.04%Q4 2017Q3 202324
USCA RIA LLC 24240.02%0.28%0.56%Q3 2015Q2 202124
BARCLAYS PLC 1210.00%0.00%0.02%Q3 2014Q3 202324
TOTH FINANCIAL ADVISORY CORP 24240.02%0.02%0.02%Q4 2017Q3 202324
Gemmer Asset Management LLC 24240.01%0.02%0.04%Q1 2014Q4 201924
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
Clal Insurance Enterprises Holdings Ltd 1510.00%0.37%1.94%Q4 2014Q3 202323
First Horizon Advisors, Inc. 23230.02%0.02%0.03%Q1 2018Q3 202323
BANK HAPOALIM BM 1610.04%0.42%1.56%Q2 2017Q3 202323
SCOTIA CAPITAL INC. 23230.00%0.01%0.02%Q1 2018Q3 202323
US BANCORP \DE\ 1210.00%0.00%0.00%Q4 2015Q3 202323
FMR LLC 2120.00%0.00%0.00%Q2 2017Q3 202323
OPPENHEIMER & CO INC 910.01%0.06%0.26%Q2 2014Q1 202323
MARTIN & CO INC /TN/ 23230.90%1.22%1.49%Q1 2018Q3 202323
Steward Partners Investment Advisory, LLC 2210.00%0.02%0.03%Q3 2017Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
Ledyard National Bank 23230.01%0.01%0.01%Q2 2013Q4 201823
NEW YORK STATE COMMON RETIREMENT FUND 13100.00%0.01%0.03%Q2 2014Q3 202323
JANE STREET GROUP, LLC 810.00%0.01%0.03%Q1 2014Q1 202323
Certified Advisory Corp 11110.19%0.38%0.72%Q4 2017Q3 202322
Valeo Financial Advisors, LLC 22220.02%0.02%0.03%Q2 2018Q3 202322
SUNTRUST BANKS INC 11110.00%0.00%0.01%Q4 2013Q3 201922
Mariner, LLC 2110.00%0.04%0.09%Q3 2016Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.03%Q3 2018Q3 202321
Ayalon Insurance Comp Ltd. 20200.03%0.98%2.02%Q2 2018Q1 202320
WealthBridge Capital Management, LLC 20200.13%0.16%0.26%Q4 2018Q3 202320
DUMONT & BLAKE INVESTMENT ADVISORS LLC 20200.22%0.27%0.34%Q4 2018Q3 202320
NewEdge Advisors, LLC 1460.01%0.03%0.06%Q3 2018Q3 202320
NewSquare Capital LLC 1820.00%0.00%0.00%Q4 2013Q3 202320
GARRISON POINT ADVISORS, LLC 20200.38%0.46%0.55%Q4 2018Q3 202320
Carroll Financial Associates, Inc. 1550.00%0.00%0.03%Q1 2016Q3 202120
American Portfolios Advisors 20200.00%0.01%0.01%Q4 2017Q3 202220
TRUSTCORE FINANCIAL SERVICES, LLC 1640.01%0.01%0.02%Q4 2017Q4 202220
Joseph P. Lucia & Associates, LLC 19190.07%0.17%0.20%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
SRS Capital Advisors, Inc. 1020.00%0.01%0.01%Q3 2018Q3 202319
MEITAV INVESTMENT HOUSE LTD 1510.01%0.29%1.49%Q2 2018Q3 202319
Private Advisor Group, LLC 1210.00%0.01%0.02%Q3 2018Q3 202319
Sunbelt Securities, Inc. 1410.04%0.06%0.12%Q3 2018Q3 202319
Wealthstreet Investment Advisors, LLC 18180.03%0.24%0.75%Q4 2017Q1 202218
Baird Financial Group, Inc. 18180.00%0.00%0.00%Q2 2019Q3 202318
CREDIT SUISSE AG/ 510.00%0.02%0.12%Q1 2013Q4 202018
WEDBUSH SECURITIES INC 18180.02%0.07%0.09%Q2 2019Q3 202318
SPC Financial, Inc. 1320.32%2.08%3.55%Q2 2013Q2 202018
Global Retirement Partners, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.01%0.02%Q2 2013Q3 201718
Robertson Stephens Wealth Management, LLC 18180.03%0.23%0.60%Q2 2019Q3 202318
HighTower Advisors, LLC 1610.00%0.01%0.01%Q4 2018Q3 202317
Sandy Spring Bank 750.00%0.00%0.00%Q1 2017Q3 202317
CNB Bank 1610.01%0.02%0.02%Q4 2017Q3 202317
Beacon Pointe Advisors, LLC 1610.02%0.04%0.07%Q2 2019Q3 202317
SG Americas Securities, LLC 1060.00%0.02%0.08%Q2 2014Q4 201816
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.02%0.02%Q4 2019Q3 202316
AVANTAX ADVISORY SERVICES, INC. 16160.03%0.05%0.09%Q4 2019Q3 202316
Carl P. Sherr & Co., LLC 16160.56%0.66%0.75%Q4 2019Q3 202316
MinichMacGregor Wealth Management, LLC 1210.02%1.41%3.92%Q4 2015Q4 202216
THRIVENT FINANCIAL FOR LUTHERANS 16160.00%0.01%0.03%Q4 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.08%0.18%0.25%Q4 2019Q3 202316
HighMark Wealth Management LLC 16160.01%0.03%0.04%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.01%0.01%0.05%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.03%0.05%0.09%Q4 2019Q3 202316
SIMPLEX TRADING, LLC 310.00%0.00%0.01%Q2 2015Q3 202316
Phoenix Holdings Ltd. 970.02%0.67%1.66%Q3 2019Q3 202316
MSI Financial Services Inc 15150.07%0.11%0.18%Q2 2013Q4 201615
CX Institutional 710.00%0.12%0.28%Q2 2018Q2 202315
Spruce Investment Advisors LLC 15151.24%3.07%9.12%Q2 2014Q4 201715
Caprock Group, LLC 15150.09%0.13%0.18%Q1 2020Q3 202315
Pinnacle Advisory Group, Inc. 15150.04%0.94%3.89%Q2 2013Q4 201615
LEUTHOLD GROUP, LLC 15150.04%0.19%0.43%Q1 2020Q3 202315
IAG Wealth Partners, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.02%0.04%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.02%0.04%Q2 2016Q4 201915
CENTAURUS FINANCIAL, INC. 1310.02%0.05%0.27%Q2 2018Q3 202315
Powell Investment Advisors, LLC 15150.00%0.05%0.06%Q1 2020Q3 202315
SALEM INVESTMENT COUNSELORS INC 15150.00%0.00%0.00%Q1 2020Q3 202315
DAVENPORT & Co LLC 1140.00%0.01%0.01%Q2 2013Q3 201915
Retirement Group, LLC 910.00%0.00%0.00%Q4 2019Q3 202314
Wealthspire Advisors, L.P. 14140.01%0.01%0.03%Q4 2015Q1 201914
AE Wealth Management LLC 920.00%0.02%0.02%Q1 2019Q3 202314
HBK Sorce Advisory LLC 14140.03%0.12%0.21%Q2 2020Q3 202314
WOLVERINE TRADING, LLC 510.00%0.00%0.01%Q2 2016Q1 202114
Concert Wealth Management Inc. 860.04%0.08%0.12%Q3 2013Q1 201714
NATIONAL PLANNING CORP 14140.03%0.09%0.23%Q2 2013Q3 201614
Laurel Wealth Advisors LLC 14140.01%0.02%0.02%Q4 2018Q1 202214
MERCER GLOBAL ADVISORS INC /ADV 1310.04%0.13%0.26%Q1 2020Q3 202314
Royal Fund Management, LLC 14140.02%0.02%0.03%Q4 2016Q1 202014
MANUFACTURERS LIFE INSURANCE COMPANY, THE 720.00%0.00%0.00%Q4 2013Q2 201814
Terra Nova Asset Management LLC 1220.79%1.19%2.39%Q3 2018Q3 202314
XPONANCE, INC. 940.28%4.16%9.08%Q2 2014Q3 201713
FLAGSHIP HARBOR ADVISORS, LLC 13130.05%0.07%0.11%Q3 2017Q3 202013
Kestra Advisory Services, LLC 13130.01%0.03%0.06%Q3 2020Q3 202313
Qube Research & Technologies Ltd 510.00%0.04%0.14%Q4 2019Q3 202313
Rockefeller Capital Management L.P. 13130.00%0.00%0.00%Q1 2020Q1 202313
Founders Financial Alliance, LLC 13130.00%0.02%0.03%Q3 2020Q3 202313
Realta Investment Advisors 940.02%0.05%0.06%Q1 2019Q3 202313
BREWIN DOLPHIN LTD 13130.00%0.00%0.01%Q2 2019Q2 202213
NEXT Financial Group, Inc 610.00%0.00%0.00%Q1 2015Q4 202113
Belpointe Asset Management LLC 13130.01%0.02%0.03%Q1 2020Q1 202313
BlackRock Inc. 760.00%0.00%0.00%Q1 2017Q2 202013
ASSETMARK, INC 510.00%0.09%0.72%Q3 2013Q1 202312
Cetera Investment Advisers 12120.01%0.03%0.08%Q4 2020Q3 202312
TOCQUEVILLE ASSET MANAGEMENT L.P. 12120.00%0.01%0.01%Q4 2019Q3 202212
VICUS CAPITAL 810.11%0.66%1.69%Q1 2015Q3 202212
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.01%Q2 2013Q1 201612
HRT FINANCIAL LP 510.02%0.31%1.25%Q3 2015Q1 202312
FinTrust Capital Advisors, LLC 1110.00%0.00%0.01%Q4 2019Q3 202312
Raab & Moskowitz Asset Management LLC 930.09%0.11%0.16%Q3 2016Q4 201912
COOKSON PEIRCE & CO INC 12120.02%0.02%0.03%Q1 2020Q4 202212
Balentine LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Bristlecone Advisors, LLC 1110.02%0.03%0.03%Q3 2020Q3 202312
Future Financial Wealth Managment LLC 12120.21%0.32%1.08%Q4 2020Q3 202312
FIFTH THIRD BANCORP 1020.00%0.00%0.00%Q2 2015Q3 202312
Charter Oak Capital Management, LLC 12120.00%0.02%0.05%Q4 2020Q3 202312
Geneos Wealth Management Inc. 610.00%0.00%0.00%Q1 2016Q3 202312
SeaBridge Investment Advisors LLC 12120.01%0.02%0.03%Q2 2013Q1 201612
Patriot Financial Group Insurance Agency, LLC 12120.02%0.04%0.06%Q4 2016Q3 201912
Spire Wealth Management 11110.00%0.01%0.01%Q1 2021Q3 202311
Aviance Capital Partners, LLC 11110.04%0.05%0.05%Q1 2021Q3 202311
AdvisorNet Financial, Inc 11110.00%0.00%0.00%Q4 2018Q2 202111
Hudock, Inc. 740.00%0.07%0.23%Q1 2016Q3 202311
HCR Wealth Advisors 1010.04%0.21%0.30%Q4 2016Q4 201911
NORTHERN TRUST CORP 11110.00%0.00%0.00%Q1 2015Q3 201711
J.W. COLE ADVISORS, INC. 810.02%0.04%0.06%Q4 2019Q3 202311
Piscataqua Savings Bank 11110.02%0.02%0.02%Q1 2021Q3 202311
Bison Wealth, LLC 11110.02%0.03%0.04%Q4 2019Q2 202211
Redmile Group, LLC 410.01%0.04%0.10%Q1 2013Q3 201811
Bank Pictet & Cie (Europe) AG 11110.15%0.26%0.37%Q1 2017Q3 201911
Lumature Wealth Partners, LLC 11110.00%0.00%0.01%Q4 2020Q2 202311
FIRST NATIONAL CORP /MA/ /ADV 820.00%0.39%0.60%Q4 2018Q3 202310
MV CAPITAL MANAGEMENT, INC. 10100.02%0.04%0.05%Q4 2017Q1 202010
Sowell Financial Services LLC 710.06%0.12%0.34%Q4 2018Q1 202310
HUNTINGTON NATIONAL BANK 810.00%0.00%0.00%Q2 2017Q3 202310
BOKF, NA 710.00%0.00%0.01%Q3 2017Q1 202310
Keystone Financial Group 910.05%0.05%0.06%Q4 2019Q2 202210
WELLINGTON MANAGEMENT GROUP LLP 10100.00%0.00%0.00%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.01%Q1 2021Q3 202310
Well Done, LLC 430.04%0.31%0.84%Q4 2015Q4 202210
Crescent Grove Advisors, LLC 10100.03%0.03%0.03%Q2 2021Q3 202310
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
BDO Wealth Advisors, LLC 10100.01%0.01%0.01%Q1 2021Q2 202310
TWO SIGMA SECURITIES, LLC 210.00%0.04%0.25%Q3 2017Q3 202310
BB&T SECURITIES, LLC 10100.01%0.03%0.07%Q2 2015Q3 201710
Founders Capital Management 10100.02%0.03%0.04%Q1 2017Q2 201910
WFG Advisors, LP 640.00%0.02%0.07%Q3 2013Q2 201710
First Allied Advisory Services, Inc. 610.00%0.02%0.03%Q2 2015Q3 202010
Castleview Partners, LLC 810.00%0.01%0.02%Q2 2021Q3 20239
1832 Asset Management L.P. 810.00%0.00%0.01%Q3 2018Q1 20239
Clark Capital Management Group, Inc. 610.15%0.45%0.69%Q2 2013Q2 20179
Kingsview Wealth Management, LLC 310.01%0.49%1.38%Q1 2017Q3 20239
Atria Investments, Inc 410.02%0.06%0.34%Q2 2016Q2 20239
ROWLANDMILLER & PARTNERS.ADV 720.02%0.03%0.03%Q1 2021Q2 20239
TSFG, LLC 720.00%0.19%0.31%Q1 2019Q3 20239
Kozak & Associates, Inc. 990.01%0.03%0.06%Q3 2021Q3 20239
Jackson Financial Management 996.78%9.43%12.17%Q4 2017Q4 20199
U.S. Capital Wealth Advisors, LLC 990.02%0.02%0.02%Q3 2021Q3 20239
Clearview Wealth Advisors LLC 990.01%0.01%0.01%Q2 2021Q2 20239
JFS WEALTH ADVISORS, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
BAROMETER CAPITAL MANAGEMENT INC. 410.05%0.20%0.55%Q4 2014Q1 20228
RAY GERALD L & ASSOCIATES LTD 880.06%0.07%0.08%Q4 2015Q3 20178
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
IEQ CAPITAL, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
DRIVE WEALTH MANAGEMENT, LLC 880.20%0.40%0.60%Q4 2021Q3 20238
Verity Asset Management, Inc. 881.23%2.13%4.19%Q4 2013Q3 20158
City State Bank 880.01%0.01%0.02%Q4 2021Q3 20238
Thrive Capital Management, LLC 880.77%1.00%1.23%Q4 2021Q3 20238
SIGNATUREFD, LLC 510.00%0.00%0.01%Q1 2016Q3 20228
BBVA USA Bancshares, Inc. 880.34%0.37%0.42%Q2 2013Q1 20158
Gruss & Co., LLC 881.43%2.60%4.40%Q1 2021Q4 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Virtu Financial LLC 210.01%0.22%0.45%Q3 2015Q2 20198
Wealthspire Advisors, LLC 880.01%0.01%0.01%Q1 2021Q4 20228
Bensler, LLC 880.06%0.08%0.10%Q4 2021Q3 20238
PRIMORIS WEALTH ADVISORS, LLC 880.26%0.36%0.50%Q4 2021Q3 20238
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q1 2015Q2 20238
NIEMANN CAPITAL MANAGEMENT INC 510.25%6.78%12.88%Q3 2014Q2 20208
Mason & Associates Inc 881.00%1.50%2.66%Q4 2021Q3 20238
Ranch Capital Advisors Inc. 880.01%0.01%0.02%Q4 2019Q3 20218
CIBC WORLD MARKET INC. 620.00%0.00%0.00%Q1 2015Q1 20198
RiverFront Investment Group, LLC 710.42%1.08%1.46%Q2 2009Q3 20178
Accel Wealth Management 880.01%0.01%0.02%Q2 2021Q1 20238
HAZLETT, BURT & WATSON, INC. 770.05%0.06%0.07%Q1 2022Q3 20237
Advocacy Wealth Management Services, LLC 770.00%0.00%0.01%Q1 2016Q3 20177
Timber Hill LLC 210.00%0.01%0.02%Q1 2014Q4 20177
Weaver Consulting Group 770.01%0.01%0.02%Q1 2019Q3 20207
WBI INVESTMENTS, LLC 520.05%0.24%0.38%Q1 2021Q4 20227
LINCOLN NATIONAL CORP 770.01%0.01%0.01%Q1 2022Q3 20237
Newbridge Financial Services Group, Inc. 520.00%0.00%0.00%Q4 2021Q3 20237
Patten Group, Inc. 610.00%0.00%0.00%Q4 2014Q3 20167
SII INVESTMENTS INC/WI 770.03%0.04%0.05%Q4 2014Q2 20167
NEW ENGLAND SECURITIES CORP /MA/ 770.02%0.07%0.14%Q2 2013Q4 20147
Virtue Capital Management, LLC 520.05%0.07%0.10%Q4 2021Q3 20237
CAROLINAS WEALTH CONSULTING LLC 770.01%0.01%0.01%Q1 2020Q3 20217
Ameritas Investment Partners, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Stratos Wealth Partners, LTD. 210.01%0.01%0.01%Q4 2017Q2 20227
Delek Group, Ltd. 770.07%0.33%1.16%Q4 2017Q2 20197
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.02%Q4 2020Q4 20227
Sierra Capital LLC 770.49%0.53%0.56%Q1 2021Q3 20227
Mirae Asset Global Investments Co., Ltd. 770.03%0.35%0.88%Q1 2015Q3 20167
COLONY GROUP LLC 510.00%0.08%0.48%Q4 2016Q4 20227
Mosaic Family Wealth, LLC 770.00%0.00%0.00%Q4 2015Q2 20177
Front Row Advisors LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Portfolio Strategies, Inc. 770.08%0.15%0.31%Q4 2019Q2 20217
ELEMENT POINTE ADVISORS, LLC 770.13%0.70%1.52%Q2 2019Q4 20207
FLOW TRADERS U.S. LLC 430.00%0.08%0.14%Q3 2020Q3 20237
MARSHALL WACE, LLP 410.00%0.00%0.00%Q4 2019Q3 20237
KRAEMATON INVESTMENT ADVISORS, INC 510.21%0.23%0.26%Q4 2021Q2 20236
Glassman Wealth Services 660.66%0.73%0.81%Q2 2016Q3 20176
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
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
Covington Capital Management 660.00%0.00%0.00%Q2 2021Q3 20226
626 Financial, LLC 510.15%0.16%0.19%Q1 2021Q4 20226
Merit Financial Group, LLC 660.07%0.09%0.13%Q2 2022Q3 20236
SOA Wealth Advisors, LLC. 550.01%0.01%0.01%Q3 2022Q3 20235
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
Evercore Wealth Management, LLC 550.00%0.00%0.00%Q3 2015Q3 20165
LAZARD ASSET MANAGEMENT LLC 550.01%0.01%0.02%Q4 2013Q4 20145
Snowden Capital Advisors LLC 310.00%0.07%0.10%Q4 2019Q4 20225
M&R CAPITAL MANAGEMENT INC 550.00%0.00%0.00%Q4 2022Q4 20235
Great Diamond Partners, LLC 320.13%0.26%0.37%Q4 2019Q1 20235
Janney Capital Management LLC 210.16%0.68%1.34%Q2 2013Q4 20185
Perigon Wealth Management, LLC 410.01%0.01%0.02%Q4 2020Q3 20235
TRUEWEALTH LLC 550.00%0.00%0.00%Q4 2018Q4 20195
GRIMES & COMPANY, INC. 550.02%0.02%0.02%Q4 2020Q4 20215
Crewe Advisors LLC 550.14%0.41%0.49%Q4 2017Q4 20185
Advisory Alpha, LLC 310.01%0.01%0.02%Q1 2019Q3 20205
Meridian Wealth Management, LLC 410.04%0.10%0.14%Q2 2019Q2 20235
BROWN BROTHERS HARRIMAN & CO 550.00%0.00%0.00%Q2 2021Q2 20225
AVIANCE CAPITAL MANAGEMENT, LLC 310.01%0.02%0.04%Q1 2015Q4 20175
Banco Santander, S.A. 550.02%0.04%0.06%Q3 2021Q3 20225
Rehmann Capital Advisory Group 320.00%0.00%0.00%Q1 2018Q2 20195
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q4 2021Q3 20235
PEAPACK GLADSTONE FINANCIAL CORP 550.07%0.08%0.09%Q3 2022Q3 20235
PRIVATE TRUST CO NA 550.02%0.02%0.03%Q2 2022Q2 20235
Jaffetilchin Investment Partners, LLC 550.10%0.11%0.14%Q1 2019Q1 20205
Financial Enhancement Group LLC 550.00%0.01%0.01%Q1 2018Q1 20195
Regal Investment Advisors LLC 210.02%0.05%0.11%Q3 2014Q1 20224
Aptus Capital Advisors, LLC 440.00%0.00%0.00%Q3 2019Q2 20204
WESPAC Advisors SoCal, LLC 310.02%0.02%0.02%Q1 2018Q1 20194
Kavar Capital Partners, LLC 220.02%0.02%0.02%Q4 2013Q3 20154
Aspire Wealth Management Corp 440.00%0.00%0.01%Q4 2022Q3 20234
TLWM 210.04%0.08%0.13%Q3 2019Q3 20224
Essex Financial Services, Inc. 440.06%0.07%0.10%Q2 2015Q1 20164
Hefty Wealth Partners 110.03%0.04%0.05%Q3 2016Q1 20184
Triton Wealth Management, PLLC 440.13%0.14%0.16%Q3 2022Q2 20234
Orion Portfolio Solutions, LLC 310.00%0.00%0.01%Q4 2019Q1 20224
GLENMEDE TRUST CO NA 440.00%0.00%0.00%Q2 2015Q1 20164
Compagnie Lombard Odier SCmA 440.01%0.02%0.03%Q1 2016Q4 20164
LEO BROKERAGE, LLC 220.03%0.05%0.07%Q1 2022Q2 20234
EP Wealth Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
Gerber Kawasaki Wealth & Investment Management 310.00%0.29%0.95%Q4 2015Q1 20224
Voya Financial Advisors, Inc. 440.01%0.02%0.02%Q2 2020Q1 20214
TWO SIGMA ADVISERS, LP 440.00%0.01%0.01%Q4 2022Q3 20234
FAS Wealth Partners, Inc. 440.00%0.00%0.00%Q4 2019Q3 20204
Nalls Sherbakoff Group, LLC 310.04%0.04%0.04%Q4 2018Q3 20234
Claraphi Advisory Network, LLC 310.04%0.17%0.25%Q1 2019Q1 20204
Financial Advocates Investment Management 220.11%0.13%0.18%Q4 2018Q4 20224
Y.D. More Investments Ltd 440.01%0.02%0.02%Q4 2022Q3 20234
Private Ocean, LLC 310.00%0.00%0.00%Q1 2020Q3 20234
ExodusPoint Capital Management, LP 310.00%0.02%0.06%Q2 2021Q2 20224
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Jackson Wealth Management, LLC 440.27%0.34%0.47%Q1 2022Q4 20224
Financial Freedom, LLC 440.36%0.53%0.66%Q4 2022Q3 20234
Arlington Capital Management, Inc. 318.92%10.44%11.99%Q4 2014Q1 20224
Clarus Wealth Advisors 310.28%0.66%0.92%Q1 2018Q1 20194
Mascoma Wealth Management LLC 440.04%0.06%0.08%Q3 2018Q2 20194
TWO SIGMA INVESTMENTS, LP 440.00%0.01%0.01%Q4 2022Q3 20234
20/20 Capital Management, Inc. 440.13%0.44%0.58%Q3 2020Q2 20214
Sebold Capital Management, Inc. 440.28%0.29%0.32%Q4 2022Q3 20234
Migdal Insurance & Financial Holdings Ltd. 220.10%0.29%0.55%Q4 2015Q1 20214
BB&T INVESTMENT SERVICES, INC. 440.01%0.01%0.02%Q4 2016Q3 20174
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
RAYMOND JAMES TRUST N.A. 440.03%0.03%0.03%Q1 2015Q4 20154
Hexagon Capital Partners LLC 440.01%0.01%0.01%Q3 2020Q2 20214
Pinnacle Summer Investments, Inc. 330.00%0.01%0.01%Q2 2015Q4 20153
WealthOne, LLC 110.07%0.15%0.22%Q4 2018Q2 20223
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
SANDLER CAPITAL MANAGEMENT 330.11%0.14%0.17%Q3 2014Q1 20153
Cadent Capital Advisors, LLC 331.49%1.58%1.64%Q2 2022Q4 20223
Oliver Luxxe Assets LLC 330.14%0.14%0.15%Q2 2019Q4 20193
Advisors Preferred, LLC 110.00%0.78%1.48%Q4 2014Q1 20203
Archer Investment Corp 330.01%0.01%0.01%Q4 2020Q2 20213
Cornerstone Wealth Management, LLC 210.01%0.02%0.05%Q2 2018Q1 20193
PACIFIC FINANCIAL GROUP INC 330.70%0.82%1.03%Q2 2015Q4 20153
River Wealth Advisors LLC 330.03%0.03%0.03%Q2 2018Q4 20183
Covestor Ltd 330.00%0.00%0.00%Q1 2023Q3 20233
BENJAMIN EDWARDS INC 330.00%0.00%0.00%Q2 2022Q4 20223
Kraft, Davis & Associates, LLC 210.11%0.12%0.14%Q4 2022Q3 20233
Bullseye Investment Management, LLC 334.12%5.28%6.62%Q3 2022Q1 20233
Madden Advisory Services, Inc. 210.01%0.01%0.01%Q2 2015Q1 20173
IBEX WEALTH ADVISORS 210.01%0.45%1.34%Q1 2019Q3 20213
Renaissance Technologies 210.00%0.00%0.00%Q4 2018Q1 20233
Vestpro Financial Partners, Inc. dba CPF Texas 330.10%0.12%0.14%Q1 2018Q3 20183
Syntal Capital Partners, LLC 210.87%1.07%1.36%Q1 2014Q3 20193
ASPIRIANT, LLC 330.05%0.10%0.14%Q1 2014Q3 20143
ClearBridge Investments 330.00%0.00%0.00%Q4 2019Q2 20203
Oxbow Advisors, LLC 330.04%0.05%0.06%Q1 2022Q3 20223
SeaCrest Wealth Management, LLC 330.01%0.01%0.01%Q3 2018Q1 20193
MATRIX PRIVATE CAPITAL GROUP LLC 330.15%0.22%0.27%Q4 2020Q2 20213
Venturi Wealth Management, LLC 330.06%0.11%0.19%Q2 2018Q4 20183
Geneva Advisors, LLC 330.01%0.01%0.01%Q4 2014Q2 20153
PFG Investments, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
Global Financial Private Capital, Inc 330.01%0.01%0.01%Q1 2018Q3 20183
Integrated Wealth Concepts LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Western Wealth Management, LLC 330.06%0.10%0.13%Q4 2018Q2 20193
Cape Investment Advisory, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
Wakefield Asset Management LLLP 330.61%0.69%0.78%Q2 2019Q4 20193
Freedom Investment Management, Inc. 330.03%0.08%0.13%Q1 2023Q3 20233
Elmwood Wealth Management, Inc. 210.03%0.03%0.03%Q1 2021Q4 20213
OneAscent Financial Services LLC 330.23%0.39%0.48%Q3 2022Q1 20233
B. Riley Wealth Management, Inc. 330.25%0.34%0.41%Q2 2015Q4 20153
FIRST TRUST ADVISORS LP 330.00%0.00%0.00%Q2 2015Q4 20153
Ford Financial Group, LLC 110.03%0.08%0.17%Q4 2017Q4 20213
Lenox Wealth Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Kabarec Financial Advisors, Ltd. 330.08%0.09%0.10%Q4 2017Q2 20183
Private Advisory Group LLC 210.08%0.12%0.14%Q4 2018Q3 20223
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
Avior Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Rise Advisors, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
MARINER INDEPENDENT ADVISOR NETWORK, LLC 210.14%0.16%0.18%Q3 2016Q3 20223
Tranquility Partners, LLC 210.10%0.14%0.22%Q2 2019Q1 20223
Kovack Advisors, Inc. 330.05%0.11%0.23%Q4 2018Q2 20193
Genesee Capital Advisors, LLC 330.69%0.76%0.85%Q4 2018Q2 20193
Danda Trouve Investment Management, Inc. 330.65%0.70%0.78%Q4 2019Q2 20203
NEVILLE RODIE & SHAW INC 330.03%0.03%0.04%Q2 2015Q4 20153
Colony Family Offices, LLC 220.06%0.06%0.06%Q4 2021Q1 20222
Almanack Investment Partners, LLC. 110.04%0.07%0.11%Q1 2017Q3 20222
INVESTMENT CENTERS OF AMERICA INC 110.08%0.08%0.09%Q3 2013Q1 20142
D.A. DAVIDSON & CO. 220.01%0.01%0.01%Q2 2019Q3 20192
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q3 2017Q1 20182
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
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
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.03%0.03%0.04%Q4 2021Q3 20222
Prospera Financial Services Inc 110.00%0.00%0.00%Q3 2020Q1 20222
Truvestments Capital LLC 110.00%0.01%0.02%Q3 2018Q3 20232
Aurora Private Wealth, Inc. 220.09%0.09%0.09%Q4 2021Q1 20222
Blackhawk Capital Partners LLC. 110.37%0.72%1.08%Q3 2018Q1 20192
Fulcrum Equity Management 110.10%1.15%2.21%Q2 2020Q3 20222
BROWN ADVISORY INC 220.00%0.00%0.00%Q2 2013Q3 20132
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
Manchester Capital Management LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Financial Gravity Asset Management, Inc. 220.00%0.01%0.02%Q1 2023Q2 20232
Columbus Macro, LLC 110.22%0.23%0.24%Q2 2021Q3 20222
Rothschild Capital Partners, LLC 221.68%1.70%1.72%Q2 2021Q3 20212
MENORA MIVTACHIM HOLDINGS LTD. 220.01%0.55%1.08%Q1 2023Q2 20232
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
Crow Point Partners, LLC 110.03%0.05%0.07%Q3 2017Q2 20192
FIRST FOUNDATION ADVISORS 220.02%0.02%0.02%Q2 2023Q3 20232
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q2 2015Q4 20162
PATHSTONE FAMILY OFFICE, LLC 110.00%0.04%0.08%Q2 2013Q3 20232
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Lido Advisors, LLC 220.24%0.26%0.28%Q3 2018Q4 20182
Hutchens & Kramer Investment Management Group, LLC 220.19%0.20%0.22%Q4 2021Q1 20222
Watson Rebecca 220.14%0.15%0.15%Q4 2019Q1 20202
Capital CS Group, LLC 221.52%1.62%1.73%Q3 2022Q4 20222
Ergawealth Advisors, Inc. 220.20%0.20%0.20%Q4 2022Q1 20232
NewEdge Wealth, LLC 220.09%0.09%0.10%Q4 2020Q1 20212
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
JNBA Financial Advisors 220.00%0.00%0.00%Q1 2018Q2 20182
Signator Financial Services, Inc. 220.01%0.01%0.01%Q2 2013Q3 20132
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2014Q2 20152
BARINGS LLC 220.04%0.04%0.04%Q1 2020Q2 20202
US FINANCIAL ADVISORS, LLC 220.04%0.05%0.05%Q4 2015Q1 20162
LS Investment Advisors, LLC 220.01%0.01%0.01%Q1 2020Q2 20202
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
FDx Advisors, Inc. 110.01%0.01%0.01%Q2 2017Q2 20212
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q1 2020Q2 20202
LGT Financial Advisors LLC 110.01%0.01%0.01%Q4 2022Q2 20232
DORCHESTER WEALTH MANAGEMENT Co 220.08%0.09%0.09%Q2 2015Q3 20152
Burt Wealth Advisors 220.02%0.03%0.03%Q3 2018Q4 20182
Ground Swell Capital, LLC 220.02%0.02%0.02%Q2 2014Q3 20142
GSA CAPITAL PARTNERS LLP 110.02%0.06%0.11%Q1 2023Q3 20232
Riggs Asset Managment Co. Inc. 220.00%0.00%0.00%Q4 2019Q1 20202
Asset Dedication, LLC 110.02%0.02%0.02%Q4 2015Q3 20162
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2014Q4 20142
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2017Q3 20232
Bruderman Asset Management, LLC 110.15%0.58%1.02%Q1 2019Q1 20202
Nationwide Fund Advisors 220.00%0.00%0.00%Q2 2014Q3 20142
VAUGHAN & Co SECURITIES, INC. 220.02%0.02%0.02%Q4 2019Q1 20202
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
TRUST CO OF TOLEDO NA /OH/ 220.21%0.22%0.23%Q3 2023Q4 20232
Montecito Bank & Trust 220.07%0.09%0.11%Q3 2018Q4 20182
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SEAVIEW INVESTMENT MANAGERS LLC 220.02%0.03%0.03%Q3 2020Q4 20202
Weatherstone Capital Management 110.24%0.24%0.24%Q3 2013Q3 20131
DRW Securities, LLC 110.04%0.04%0.04%Q1 2019Q1 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
Interchange Capital Partners, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
WEALTHSOURCE PARTNERS, LLC 110.26%0.26%0.26%Q1 2019Q1 20191
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Ausdal Financial Partners, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
Buck Wealth Strategies, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
SEI INVESTMENTS CO 110.00%0.00%0.00%Q1 2018Q1 20181
New England Investment & Retirement Group, Inc. 110.40%0.40%0.40%Q4 2019Q4 20191
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2023Q1 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
Jacobi Capital Management LLC 110.01%0.01%0.01%Q1 2020Q1 20201
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 110.01%0.01%0.01%Q3 2022Q3 20221
WEBSTER BANK, N. A. 110.00%0.00%0.00%Q4 2016Q4 20161
Prostatis Group LLC 114.55%4.55%4.55%Q1 2023Q1 20231
RPg Family Wealth Advisory, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Bouchey Financial Group Ltd 110.03%0.03%0.03%Q3 2023Q3 20231
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
Kistler-Tiffany Companies, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
WealthPLAN Partners, LLC 110.04%0.04%0.04%Q3 2018Q3 20181
Belvedere Trading LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Beaumont Capital Management, LLC 110.33%0.33%0.33%Q2 2022Q2 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
Aveo Capital Partners, LLC 110.95%0.95%0.95%Q2 2021Q2 20211
Lee Financial Co 110.01%0.01%0.01%Q2 2022Q2 20221
Jefferies Group LLC 110.01%0.01%0.01%Q3 2014Q3 20141
CLOUGH CAPITAL PARTNERS L P 110.12%0.12%0.12%Q2 2022Q2 20221
FIRST FINANCIAL EQUITY CORPORATION 110.19%0.19%0.19%Q1 2017Q1 20171
SIGNET FINANCIAL MANAGEMENT, LLC 110.06%0.06%0.06%Q2 2015Q2 20151
Segment Wealth Management, LLC 110.53%0.53%0.53%Q4 2018Q4 20181
Lake Point Wealth Management 110.00%0.00%0.00%Q2 2022Q2 20221
55I, LLC 110.40%0.40%0.40%Q1 2019Q1 20191
Signify Wealth 113.59%3.59%3.59%Q1 2022Q1 20221
BKA Wealth Consulting, Inc. 111.14%1.14%1.14%Q1 2023Q1 20231
NBC SECURITIES, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
COLUMBIA CAPITAL LLC 111.14%1.14%1.14%Q4 2014Q4 20141
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Davis Investment Partners, LLC 110.21%0.21%0.21%Q4 2022Q4 20221
NWAM LLC 110.34%0.34%0.34%Q4 2018Q4 20181
Simplicity Solutions, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
CPR Investments Inc. 118.18%8.18%8.18%Q1 2022Q1 20221
FineMark National Bank & Trust 110.00%0.00%0.00%Q1 2015Q1 20151
Consolidated Portfolio Review Corp 110.06%0.06%0.06%Q1 2023Q1 20231
Gibraltar Capital Management, Inc. 110.39%0.39%0.39%Q4 2018Q4 20181
Delos Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Cavalier Investments, LLC 111.68%1.68%1.68%Q3 2015Q3 20151
Empowered Funds, LLC 114.21%4.21%4.21%Q1 2022Q1 20221
Verition Fund Management LLC 110.04%0.04%0.04%Q2 2013Q2 20131
Penserra Capital Management LLC 110.13%0.13%0.13%Q4 2018Q4 20181
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q1 2016Q1 20161
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 110.04%0.04%0.04%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Stonebridge Financial Planning Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Institute for Wealth Management, LLC. 110.02%0.02%0.02%Q4 2019Q4 20191
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q2 2022Q2 20221
TORONTO DOMINION BANK 110.00%0.00%0.00%Q4 2017Q4 20171
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
RFG Advisory, LLC 110.61%0.61%0.61%Q2 2015Q2 20151
Summit X, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
PROVENCE WEALTH MANAGEMENT GROUP 110.03%0.03%0.03%Q3 2023Q3 20231
Oak Point Wealth Management 110.38%0.38%0.38%Q1 2018Q1 20181
GoalVest Advisory LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
MGO ONE SEVEN LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Financial Advantage, Inc. 110.01%0.01%0.01%Q1 2015Q1 20151
COBIZ WEALTH, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
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
Destination Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
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
Greenwich Wealth Management LLC 110.04%0.04%0.04%Q3 2017Q3 20171
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
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
OPTIMUM INVESTMENT ADVISORS 110.00%0.00%0.00%Q4 2019Q4 20191
CREATIVE FINANCIAL DESIGNS INC /ADV 110.02%0.02%0.02%Q4 2019Q4 20191
MCDONALD PARTNERS LLC 110.03%0.03%0.03%Q4 2021Q4 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Concord Wealth Partners 110.00%0.00%0.00%Q4 2022Q4 20221
Capital Wealth Alliance, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Capital Analysts, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
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
PURA VIDA INVESTMENTS, LLC 111.32%1.32%1.32%Q4 2020Q4 20201
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
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
Trexquant Investment LP 110.01%0.01%0.01%Q1 2023Q1 20231
Ghost Tree Capital, LLC 112.73%2.73%2.73%Q1 2016Q1 20161
Continuum Advisory, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
FNY Partners Fund LP 110.00%0.00%0.00%Q1 2017Q1 20171
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
Psagot Value Holdings Ltd. 110.00%0.00%0.00%Q3 2019Q3 20191
Goodwin Investment Advisory 110.00%0.00%0.00%Q4 2021Q4 20211
Claybrook Capital, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Clean Yield Group 110.01%0.01%0.01%Q1 2023Q1 20231
Sandbox Financial Partners, LLC 110.21%0.21%0.21%Q4 2020Q4 20201
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Covenant Multifamily Offices, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
MID CONTINENT CAPITAL LLC/IL 110.08%0.08%0.08%Q3 2014Q3 20141
Polaris Wealth Advisory Group, LLC 110.92%0.92%0.92%Q2 2019Q2 20191
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
WFA of San Diego, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Independent Advisor Alliance 110.03%0.03%0.03%Q4 2019Q4 20191
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Wolf Group Capital Advisors 110.03%0.03%0.03%Q4 2021Q4 20211
GFS Advisors, LLC 110.15%0.15%0.15%Q1 2016Q1 20161
Cedar Brook Financial Partners, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Ascent Group, LLC 110.22%0.22%0.22%Q2 2022Q2 20221
SYMPHONY ASSET MANAGEMENT LLC 110.03%0.03%0.03%Q3 2016Q3 20161
Iron Horse Wealth Management, 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.