ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3470.00%0.00%0.00%Q2 2013Q3 202369
Cetera Advisor Networks LLC 43430.00%0.05%0.15%Q1 2013Q3 202343
BROWN ADVISORY INC 42420.01%0.03%0.05%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.04%0.06%0.07%Q2 2013Q3 202342
PATTEN & PATTEN INC/TN 42420.08%0.16%0.32%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.08%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.01%0.05%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.00%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.02%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
GOLDMAN SACHS GROUP INC 2040.00%0.00%0.02%Q1 2012Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
SPINNAKER TRUST 42420.08%0.56%1.57%Q2 2013Q3 202342
Asset Management Group, Inc. 41410.15%0.30%0.55%Q3 2013Q3 202341
DUNCKER STREETT & CO INC 25160.00%0.01%0.02%Q2 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 3380.00%0.09%0.49%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.06%Q2 2013Q3 202341
OPPENHEIMER & CO INC 41410.01%0.02%0.09%Q3 2013Q3 202341
Bartlett & Co. LLC 2670.00%0.00%0.00%Q2 2013Q4 202341
Creative Planning 2380.00%0.00%0.00%Q2 2013Q3 202340
CAHILL FINANCIAL ADVISORS INC 40400.20%0.64%1.35%Q4 2013Q3 202340
JPMORGAN CHASE & CO 39390.00%0.00%0.00%Q1 2014Q3 202339
MURPHY CAPITAL MANAGEMENT INC 37370.39%0.69%1.11%Q2 2013Q2 202237
J.P. Morgan Private Wealth Advisors LLC 27100.00%0.00%0.01%Q2 2014Q3 202337
Cutler Group LLC / CA 610.00%0.00%0.02%Q4 2015Q3 202336
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
Cambridge Investment Research Advisors, Inc. 2780.00%0.00%0.02%Q2 2014Q1 202335
Advisory Services Network, LLC 1310.00%0.03%0.17%Q4 2013Q3 202335
HUNTINGTON NATIONAL BANK 1820.00%0.00%0.00%Q2 2013Q3 202334
FIFTH THIRD BANCORP 3110.00%0.00%0.00%Q3 2014Q3 202334
Private Advisor Group, LLC 1710.00%0.02%0.12%Q4 2013Q3 202334
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2850.00%0.00%0.00%Q2 2015Q3 202333
Citadel Advisors 1310.00%0.00%0.01%Q1 2014Q3 202332
Janney Montgomery Scott LLC 16160.00%0.01%0.01%Q4 2014Q3 202332
Pinnacle Advisory Group, Inc. 2730.03%0.21%1.36%Q2 2013Q4 202030
Raab & Moskowitz Asset Management LLC 2910.04%0.17%0.26%Q4 2014Q3 202330
Geneos Wealth Management Inc. 2550.00%0.00%0.00%Q1 2016Q3 202330
Edge Wealth Management LLC 29290.03%0.07%0.10%Q2 2013Q2 202029
AlphaMark Advisors, LLC 29290.00%0.00%0.01%Q3 2016Q3 202329
IFP Advisors, Inc 1710.00%0.02%0.21%Q4 2015Q3 202329
STIFEL FINANCIAL CORP 1510.00%0.01%0.01%Q1 2014Q3 202329
HSBC HOLDINGS PLC 28280.00%0.00%0.00%Q1 2012Q4 201828
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.07%Q2 2013Q4 201927
Koshinski Asset Management, Inc. 1610.01%0.26%0.68%Q4 2014Q1 202327
Tower Research Capital LLC (TRC) 910.00%0.13%0.80%Q4 2013Q3 202326
COMMERCE BANK 2510.00%0.00%0.01%Q1 2013Q2 202026
Family Firm, Inc. 24240.11%0.18%0.25%Q4 2017Q3 202324
Global Retirement Partners, LLC 1770.00%0.00%0.01%Q3 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
First Allied Advisory Services, Inc. 23230.01%0.01%0.02%Q1 2015Q3 202023
SIGNATUREFD, LLC 1910.00%0.00%0.00%Q3 2016Q3 202323
ARS Wealth Advisors, LLC 23230.11%5.30%9.56%Q4 2013Q2 201923
NEXT Financial Group, Inc 1110.00%0.01%0.09%Q3 2014Q4 202122
Transamerica Financial Advisors, Inc. 910.00%0.01%0.05%Q1 2014Q3 202322
FMR LLC 2110.00%0.00%0.00%Q2 2013Q3 202322
BESSEMER GROUP INC 11100.00%0.00%0.00%Q2 2013Q3 202321
Financial Architects, Inc 1830.01%0.02%0.11%Q1 2015Q2 202021
AFT, FORSYTH & COMPANY, INC. 1210.03%0.17%0.25%Q2 2013Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.04%0.33%Q3 2018Q3 202321
Essex Financial Services, Inc. 1010.02%0.05%0.07%Q4 2013Q3 202321
BLAIR WILLIAM & CO/IL 760.00%0.00%0.00%Q2 2013Q3 202320
CREDIT SUISSE AG/ 19190.00%0.00%0.01%Q1 2013Q3 201719
CIBC WORLD MARKET INC. 1710.00%0.00%0.02%Q1 2014Q1 201919
BB&T SECURITIES, LLC 19190.00%0.01%0.02%Q1 2015Q3 201919
JANE STREET GROUP, LLC 510.00%0.01%0.02%Q1 2014Q1 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Jackson Hole Capital Partners, LLC 18180.01%0.02%0.02%Q2 2019Q3 202318
Steward Partners Investment Advisory, LLC 18180.00%0.04%0.07%Q2 2019Q3 202318
Karp Capital Management Corp 18180.00%0.60%1.22%Q4 2014Q1 201918
WHITTIER TRUST CO OF NEVADA INC 18180.00%0.00%0.01%Q2 2013Q3 201718
Northeast Financial Consultants Inc 1410.02%0.02%0.06%Q3 2018Q3 202318
INVESTMENT CENTERS OF AMERICA INC 18180.04%0.12%0.19%Q2 2013Q3 201718
SG Americas Securities, LLC 840.00%0.01%0.02%Q3 2013Q2 201818
Fisher Asset Management, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.02%0.03%0.05%Q2 2013Q3 201718
SII INVESTMENTS INC/WI 1350.08%0.12%0.18%Q2 2013Q4 201718
BANK HAPOALIM BM 1260.05%0.09%0.29%Q1 2014Q1 201918
Fusion Family Wealth LLC 18180.00%0.01%0.01%Q4 2016Q1 202118
Estate Counselors, LLC 1710.06%0.60%0.98%Q2 2013Q1 201818
FRANKLIN RESOURCES INC 1430.00%0.00%0.00%Q1 2016Q3 202317
Bedel Financial Consulting, Inc. 17170.03%0.04%0.05%Q1 2018Q1 202217
Mine & Arao Wealth Creation & Management, LLC. 16160.05%0.06%0.08%Q4 2019Q3 202316
Founders Capital Management 1330.03%0.04%0.04%Q1 2017Q2 202116
TRUIST FINANCIAL CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
North Star Investment Management Corp. 1330.00%0.00%0.00%Q2 2015Q3 202316
Orion Portfolio Solutions, LLC 16160.01%0.03%0.06%Q4 2019Q3 202316
MSI Financial Services Inc 15150.01%0.15%0.44%Q2 2013Q4 201615
Valeo Financial Advisors, LLC 15150.00%0.01%0.02%Q3 2017Q1 202115
MML INVESTORS SERVICES, LLC 710.00%0.02%0.10%Q2 2017Q1 202315
HHM Wealth Advisors, LLC 15150.01%0.01%0.01%Q1 2020Q3 202315
ISLAY CAPITAL MANAGEMENT, LLC 15150.03%0.04%0.04%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.03%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.01%0.03%Q1 2020Q3 202315
Wealthstreet Investment Advisors, LLC 15150.05%0.08%0.13%Q4 2017Q2 202115
Retirement Group, LLC 910.00%0.00%0.00%Q4 2019Q3 202314
SPC Financial, Inc. 14140.31%2.83%5.12%Q2 2013Q3 201614
Matthew Goff Investment Advisor, LLC 1220.05%0.07%0.26%Q2 2018Q3 202314
BRADLEY FOSTER & SARGENT INC/CT 14140.01%0.01%0.02%Q3 2013Q4 201614
AVALON CAPITAL MANAGEMENT 1130.42%1.49%3.86%Q2 2013Q3 201714
ARKANSAS FINANCIAL GROUP, INC. 710.04%0.12%0.21%Q4 2013Q4 202113
Sigma Planning Corp 710.03%0.07%0.20%Q4 2014Q3 201813
COOKSON PEIRCE & CO INC 940.02%0.22%0.38%Q4 2013Q1 202313
Virtu KCG Holdings LLC 630.01%0.02%0.06%Q4 2013Q2 201713
Cerity Partners LLC 12120.01%0.03%0.06%Q1 2017Q4 201912
Hilltop Holdings Inc. 12120.19%0.26%0.40%Q1 2015Q4 201712
VSR Financial Services, Inc. 930.03%0.11%0.24%Q2 2013Q2 201612
Cetera Investment Advisers 12120.00%0.00%0.01%Q4 2020Q3 202312
Kestra Advisory Services, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.02%0.03%0.03%Q4 2018Q3 202112
Capital Asset Advisory Services LLC 12120.00%0.01%0.01%Q4 2019Q3 202212
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.01%0.02%Q2 2013Q1 201612
NATIONAL PLANNING CORP 12120.03%0.08%0.22%Q2 2013Q1 201612
D.A. DAVIDSON & CO. 820.00%0.03%0.06%Q2 2013Q4 201812
Belpointe Asset Management LLC 11110.01%0.02%0.03%Q3 2020Q1 202311
CAROLINAS WEALTH CONSULTING LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
RiverFront Investment Group, LLC 830.14%0.26%0.58%Q4 2008Q3 202311
V Wealth Advisors LLC 11110.03%0.04%0.05%Q4 2020Q2 202311
EDMOND DE ROTHSCHILD HOLDING S.A. 740.00%0.00%0.00%Q1 2016Q1 201911
Advisors Preferred, LLC 910.01%0.28%1.50%Q4 2013Q3 202011
WOLVERINE TRADING, LLC 310.00%0.00%0.01%Q2 2016Q4 201911
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Allworth Financial LP 11110.00%0.00%0.00%Q1 2021Q3 202311
Rockefeller Capital Management L.P. 11110.00%0.00%0.00%Q3 2020Q1 202311
Piscataqua Savings Bank 11110.02%0.03%0.03%Q1 2021Q3 202311
Gradient Investments LLC 730.00%0.01%0.01%Q2 2013Q4 201510
Manchester Capital Management LLC 820.00%0.01%0.03%Q4 2019Q3 202310
PICTET ASSET MANAGEMENT LTD 10100.00%0.01%0.03%Q2 2013Q3 201510
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Concert Wealth Management Inc. 640.03%0.04%0.04%Q1 2014Q3 201610
Beacon Pointe Advisors, LLC 10100.02%0.02%0.04%Q2 2021Q3 202310
Partnervest Advisory Services LLC 10100.04%0.18%0.33%Q2 2013Q3 201510
Capital Directions Investment Advisors, LLC 10100.01%0.01%0.01%Q4 2015Q1 201810
VALLEY WEALTH MANAGERS, INC. 640.00%0.01%0.01%Q2 2016Q3 202310
Glassman Wealth Services 10100.02%0.03%0.05%Q4 2014Q1 201710
EPG Wealth Management LLC 520.00%0.00%0.01%Q4 2019Q3 202310
Asset Dedication, LLC 10100.03%0.05%0.08%Q4 2015Q1 201810
WESPAC Advisors, LLC 910.60%0.81%1.48%Q2 2013Q4 201510
SOA Wealth Advisors, LLC. 10100.00%0.00%0.00%Q2 2021Q3 202310
Compagnie Lombard Odier SCmA 730.00%0.02%0.04%Q4 2014Q2 202210
STEPHENS INC /AR/ 10100.01%0.01%0.02%Q3 2013Q4 201510
TCI Wealth Advisors, Inc. 990.00%0.01%0.01%Q2 2014Q2 20169
Essex Savings Bank 510.06%0.08%0.10%Q4 2018Q4 20229
Stanford Investment Group, Inc. 990.03%0.12%0.19%Q4 2014Q4 20169
CONDOR CAPITAL MANAGEMENT 720.09%0.10%0.12%Q2 2013Q4 20159
Integrated Wealth Concepts LLC 990.01%0.02%0.03%Q3 2021Q3 20239
L & S Advisors Inc 990.11%0.20%0.45%Q4 2013Q4 20159
Institute for Wealth Management, LLC. 990.05%0.10%0.13%Q3 2021Q3 20239
Rise Advisors, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Westside Investment Management, Inc. 610.00%0.00%0.01%Q1 2017Q2 20198
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 880.01%0.02%0.06%Q4 2018Q3 20208
OAK HARBOR WEALTH PARTNERS, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Mariner, LLC 510.00%0.00%0.00%Q3 2016Q3 20238
StrategIQ Financial Group, LLC 880.03%0.03%0.03%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Newbridge Financial Services Group, Inc. 530.00%0.00%0.01%Q2 2021Q2 20238
Qube Research & Technologies Ltd 530.00%0.00%0.00%Q2 2021Q3 20238
Arkadios Wealth Advisors 880.01%0.03%0.04%Q4 2019Q3 20218
DAVENPORT & Co LLC 880.00%0.01%0.01%Q1 2014Q4 20158
IHT Wealth Management, LLC 610.01%0.03%0.06%Q4 2016Q1 20237
STRINGER ASSET MANAGEMENT, LLC 771.15%1.97%4.25%Q1 2014Q3 20157
Gateway Advisory, LLC 770.16%0.18%0.20%Q4 2013Q2 20157
TRUE Private Wealth Advisors 510.00%0.00%0.00%Q3 2018Q4 20207
FIRST MANHATTAN CO. LLC. 770.00%0.00%0.00%Q1 2022Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.00%0.01%Q1 2022Q3 20237
Sowell Financial Services LLC 770.00%0.00%0.01%Q3 2019Q1 20217
Stratos Wealth Partners, LTD. 770.01%0.01%0.01%Q1 2017Q3 20187
Atria Wealth Solutions, Inc. 770.01%0.02%0.08%Q1 2022Q3 20237
Realta Investment Advisors 320.00%0.01%0.02%Q1 2019Q3 20237
UNITED CAPITAL FINANCIAL ADVISORS, LLC 410.01%0.01%0.01%Q2 2013Q2 20157
MATRIX PRIVATE CAPITAL GROUP LLC 770.05%0.06%0.07%Q4 2020Q2 20227
THRIVENT FINANCIAL FOR LUTHERANS 770.00%0.00%0.00%Q1 2022Q3 20237
TRANSCEND CAPITAL ADVISORS, LLC 510.02%0.02%0.03%Q2 2021Q2 20237
BOKF, NA 610.01%0.01%0.01%Q4 2015Q1 20187
CWM, LLC 610.00%0.00%0.00%Q4 2018Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.22%0.26%0.34%Q2 2013Q4 20147
ANGELES WEALTH MANAGEMENT, LLC 770.02%0.02%0.02%Q1 2022Q3 20237
DRW Securities, LLC 610.02%0.04%0.12%Q4 2013Q3 20207
Boulegeris Investments, Inc. 770.21%0.26%0.32%Q3 2014Q1 20167
Joseph P. Lucia & Associates, LLC 410.04%0.06%0.10%Q2 2020Q2 20227
MinichMacGregor Wealth Management, LLC 770.05%0.66%3.90%Q4 2015Q2 20177
U.S. Capital Wealth Advisors, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Braver Wealth Management, LLC 421.68%2.57%3.71%Q1 2014Q3 20156
B. Riley Wealth Management, Inc. 660.01%0.01%0.02%Q1 2014Q2 20156
Jacobi Capital Management LLC 510.01%0.01%0.01%Q2 2017Q1 20206
Pratt Collard Advisory Partners LLC 660.26%0.28%0.30%Q4 2017Q1 20196
Merit Financial Group, LLC 660.06%0.08%0.11%Q2 2022Q3 20236
WFG Advisors, LP 660.06%0.08%0.10%Q3 2013Q4 20146
FLOW TRADERS U.S. LLC 660.00%0.02%0.04%Q3 2020Q4 20216
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
HARVEST GROUP WEALTH MANAGEMENT, LLC 660.00%0.01%0.01%Q3 2019Q4 20206
Anchor Investment Management, LLC 660.00%0.00%0.00%Q3 2017Q4 20186
Clear Perspective Advisors, LLC 660.04%0.09%0.12%Q4 2016Q1 20186
American Portfolios Advisors 510.00%0.00%0.00%Q4 2019Q3 20226
Ancora Advisors LLC 660.00%0.00%0.00%Q2 2022Q3 20236
B. Riley Wealth Advisors, Inc. 310.00%0.04%0.06%Q2 2013Q2 20156
Clal Insurance Enterprises Holdings Ltd 510.15%2.13%3.05%Q4 2016Q4 20196
NewEdge Advisors, LLC 420.00%0.01%0.03%Q2 2018Q3 20236
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
Bank of New York Mellon Corp 510.00%0.00%0.00%Q3 2015Q1 20176
MARSHALL WACE, LLP 660.00%0.00%0.00%Q4 2021Q1 20236
Mandatum Life Insurance Co Ltd 550.03%0.05%0.09%Q4 2015Q4 20165
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.00%Q3 2020Q3 20235
Clark Capital Management Group, Inc. 210.39%0.49%0.68%Q2 2013Q2 20155
Ameritas Investment Company, LLC 310.00%0.01%0.02%Q1 2019Q1 20215
TWO SIGMA SECURITIES, LLC 550.00%0.44%1.07%Q1 2017Q1 20185
Cassady Schiller Wealth Management, LLC 410.02%0.03%0.04%Q4 2021Q3 20235
Round Table Services, LLC 550.29%2.10%2.79%Q4 2016Q4 20175
Sawyer & Company, Inc 550.01%0.01%0.02%Q4 2017Q4 20185
Ironwood Financial, llc 550.00%0.00%0.01%Q3 2020Q3 20215
First National Bank of South Miami 550.01%0.01%0.01%Q1 2021Q1 20225
HighTower Advisors, LLC 410.00%0.00%0.00%Q1 2019Q3 20235
PEAPACK GLADSTONE FINANCIAL CORP 550.05%0.06%0.06%Q3 2022Q3 20235
Advisory Alpha, LLC 310.01%0.02%0.03%Q1 2019Q3 20205
Sandy Spring Bank 550.00%0.00%0.00%Q3 2022Q3 20235
BARCLAYS PLC 410.00%0.00%0.00%Q2 2013Q2 20215
Advanced Asset Management Advisors Inc 410.01%0.01%0.02%Q4 2019Q4 20225
Brookstone Capital Management 410.02%2.15%2.96%Q4 2014Q2 20225
DEUTSCHE BANK AG\ 550.00%0.00%0.00%Q4 2013Q4 20145
RWA WEALTH PARTNERS, LLC 210.09%0.25%0.36%Q3 2018Q4 20225
COLONY GROUP LLC 310.00%0.08%0.38%Q4 2018Q2 20225
BDO Wealth Advisors, LLC 210.00%0.00%0.01%Q2 2017Q2 20205
Riggs Asset Managment Co. Inc. 440.00%0.01%0.01%Q2 2015Q1 20164
Vontobel Holding Ltd. 440.00%0.00%0.01%Q1 2022Q4 20224
CREATIVE FINANCIAL DESIGNS INC /ADV 440.00%0.03%0.09%Q4 2016Q3 20174
FAS Wealth Partners, Inc. 440.01%0.01%0.01%Q4 2020Q3 20214
WINTRUST INVESTMENTS LLC 440.02%0.02%0.04%Q3 2021Q2 20224
Patriot Financial Group Insurance Agency, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Massachusetts Wealth Management 440.82%0.90%0.96%Q4 2022Q3 20234
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q2 2018Q4 20224
SUNTRUST BANKS INC 310.00%0.00%0.00%Q1 2018Q3 20194
M&T BANK CORP 440.00%0.00%0.00%Q1 2015Q4 20154
RAY GERALD L & ASSOCIATES LTD 440.04%0.05%0.07%Q4 2016Q3 20174
Timber Hill LLC 210.00%0.00%0.00%Q4 2013Q2 20154
Baird Financial Group, Inc. 440.00%0.00%0.00%Q2 2015Q1 20164
Financial Management Professionals, Inc. 440.00%0.21%0.59%Q2 2022Q1 20234
MANUFACTURERS LIFE INSURANCE COMPANY, THE 440.00%0.00%0.00%Q3 2017Q2 20184
Endurance Wealth Management, Inc. 440.00%0.00%0.00%Q2 2015Q1 20164
Tradewinds Capital Management, LLC 310.00%0.00%0.01%Q4 2013Q3 20174
BAIRD ROBERT W & CO INC /WI/ 440.00%0.00%0.00%Q2 2014Q1 20154
Brinker Capital Investments, LLC 440.28%0.35%0.41%Q2 2013Q1 20144
Lenox Wealth Advisors, LLC 310.00%0.00%0.00%Q1 2016Q1 20224
CENTAURUS FINANCIAL, INC. 210.00%0.02%0.02%Q2 2018Q2 20224
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
TOTH FINANCIAL ADVISORY CORP 440.05%0.05%0.06%Q4 2017Q3 20184
Y.D. More Investments Ltd 440.01%0.02%0.02%Q4 2022Q3 20234
MCF Advisors LLC 440.00%0.00%0.00%Q2 2017Q1 20184
MBL Wealth, LLC 440.07%0.11%0.14%Q1 2022Q4 20224
Bray Capital Advisors 440.15%0.16%0.17%Q4 2014Q3 20154
GSA CAPITAL PARTNERS LLP 220.02%0.02%0.03%Q3 2021Q3 20234
MASSMUTUAL TRUST CO FSB/ADV 310.00%0.00%0.00%Q1 2015Q2 20164
KWMG, LLC 440.01%0.01%0.01%Q2 2018Q1 20194
Signature Wealth Management Group 440.04%0.04%0.04%Q4 2017Q3 20184
M Holdings Securities, Inc. 210.10%0.12%0.14%Q3 2014Q2 20153
CHEMUNG CANAL TRUST CO 330.13%0.56%0.78%Q2 2022Q4 20223
BIEGEL & WALLER LLC 333.06%3.14%3.20%Q4 2018Q2 20193
Carroll Financial Associates, Inc. 110.00%0.01%0.02%Q1 2019Q4 20203
StoneX Group Inc. 210.08%0.08%0.09%Q4 2019Q3 20203
Virtu Financial LLC 210.02%0.14%0.37%Q2 2016Q4 20173
Wealthspire Advisors, L.P. 330.01%0.01%0.01%Q2 2017Q4 20173
Bogart Wealth, LLC 210.00%2.81%8.41%Q4 2016Q4 20173
Financial Partners Group, Inc 331.57%1.83%2.26%Q4 2017Q2 20183
Kabarec Financial Advisors, Ltd. 330.01%0.01%0.02%Q4 2017Q2 20183
REILLY FINANCIAL ADVISORS, LLC 210.00%0.00%0.01%Q4 2015Q1 20203
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 330.00%0.00%0.00%Q1 2020Q3 20203
RMB Capital Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
BOSTON ADVISORS LLC 210.01%0.01%0.01%Q1 2015Q4 20153
Syntal Capital Partners, LLC 210.58%0.84%1.32%Q1 2014Q3 20193
MILLENNIUM MANAGEMENT LLC 330.00%0.00%0.00%Q1 2015Q3 20153
CENTRAL TRUST Co 330.01%0.01%0.01%Q4 2016Q2 20173
Private Capital Management, LLC 210.03%0.03%0.03%Q1 2022Q4 20223
SYNOVUS FINANCIAL CORP 210.00%0.00%0.00%Q2 2013Q1 20203
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.01%Q2 2014Q4 20213
ADVANTAGE INVESTMENT MANAGEMENT, LLC 210.00%0.00%0.00%Q1 2015Q4 20173
Acorn Wealth Advisors, LLC 330.03%0.08%0.11%Q4 2017Q2 20183
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
AE Wealth Management LLC 220.01%0.01%0.01%Q3 2021Q4 20212
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Total Clarity Wealth Management, Inc. 110.05%0.06%0.06%Q4 2019Q1 20212
EFG Asset Management (Americas) Corp. 223.03%3.38%3.72%Q1 2016Q2 20162
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
WESBANCO BANK INC 220.03%0.03%0.03%Q3 2018Q4 20182
Candriam S.C.A. 220.00%0.00%0.00%Q2 2020Q3 20202
TELEMUS CAPITAL, LLC 110.04%0.18%0.31%Q4 2016Q4 20172
Carl P. Sherr & Co., LLC 220.18%0.18%0.18%Q3 2020Q4 20202
Mawer Investment Management Ltd. 110.01%0.04%0.07%Q4 2017Q4 20182
AdvisorNet Financial, Inc 220.00%0.00%0.00%Q4 2022Q1 20232
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20172
Kistler-Tiffany Companies, LLC 110.01%0.02%0.04%Q2 2015Q4 20162
USA FINANCIAL FORMULAS 220.08%0.65%1.22%Q1 2015Q2 20152
Concorde Asset Management, LLC 110.14%0.16%0.18%Q1 2022Q4 20222
DUBUQUE BANK & TRUST CO 220.02%0.02%0.02%Q2 2015Q3 20152
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Western Wealth Management, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Sutton Wealth Advisors Inc. 220.07%0.07%0.07%Q2 2023Q3 20232
Cornerstone Wealth Management, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
GLENMEDE TRUST CO NA 220.00%0.00%0.00%Q2 2015Q3 20152
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.02%Q2 2013Q3 20132
ROBERTSON STEPHENS ADVISORS LLC 220.18%0.19%0.19%Q1 2017Q2 20172
PACIFIC SUN FINANCIAL CORP 220.27%0.29%0.30%Q1 2018Q2 20182
Catamount Wealth Management 220.06%0.06%0.06%Q1 2015Q2 20152
Prospera Financial Services Inc 110.00%0.00%0.01%Q3 2020Q1 20222
Trust Co 220.01%0.02%0.02%Q4 2018Q1 20192
Freestone Capital Holdings, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
Harel Insurance Investments & Financial Services Ltd. 110.01%0.02%0.02%Q2 2016Q4 20182
Cetera Advisors LLC 110.01%0.01%0.01%Q1 2019Q3 20212
Atria Investments, Inc 220.01%0.01%0.01%Q3 2018Q4 20182
DT Investment Partners, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
WESPAC Advisors SoCal, LLC 110.00%0.01%0.02%Q4 2015Q1 20182
WEDBUSH SECURITIES INC 220.04%0.04%0.04%Q1 2015Q2 20152
Roberts Wealth Advisors, LLC 220.09%0.11%0.12%Q3 2021Q4 20212
ASSETMARK, INC 110.00%0.00%0.00%Q1 2017Q3 20232
S. R. Schill & Associates 220.58%0.72%0.87%Q1 2020Q2 20202
AlphaCore Capital LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Altus Wealth Group LLC 220.02%0.02%0.02%Q4 2020Q1 20212
One Capital Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
CX Institutional 110.02%0.02%0.02%Q3 2023Q3 20231
Stratos Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Arlington Financial Advisors, LLC 110.83%0.83%0.83%Q4 2021Q4 20211
First Financial Bank - Trust Division 110.15%0.15%0.15%Q4 2023Q4 20231
Shamrock Asset Management LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
Rafferty Asset Management, LLC 110.80%0.80%0.80%Q2 2013Q2 20131
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.67%0.67%0.67%Q1 2017Q1 20171
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
STRATEGIC WEALTH MANAGEMENT INC 111.87%1.87%1.87%Q2 2013Q2 20131
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Regal Investment Advisors LLC 110.02%0.02%0.02%Q2 2013Q2 20131
TORONTO DOMINION BANK 110.00%0.00%0.00%Q4 2017Q4 20171
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Capital Analysts, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
EDMOND DE ROTHSCHILD (MONACO) 110.02%0.02%0.02%Q3 2016Q3 20161
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
INVESTMENT PARTNERS, LTD. 110.01%0.01%0.01%Q1 2015Q1 20151
KANALY TRUST CO 110.01%0.01%0.01%Q1 2016Q1 20161
Strategic Wealth Partners, Ltd. 110.09%0.09%0.09%Q3 2019Q3 20191
Ghost Tree Capital, LLC 110.76%0.76%0.76%Q1 2016Q1 20161
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Richard C. Young & CO., LTD. 110.69%0.69%0.69%Q3 2019Q3 20191
TRUEWEALTH LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Masso Torrence Wealth Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
First Heartland Consultants, Inc. 110.02%0.02%0.02%Q2 2013Q2 20131
Atlas Private Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
COUNTRY TRUST BANK 110.01%0.01%0.01%Q2 2015Q2 20151
FIRST FINANCIAL CORP /IN/ 110.01%0.01%0.01%Q2 2016Q2 20161
Magnus Financial Group LLC 110.04%0.04%0.04%Q2 2022Q2 20221
WEBSTER BANK, N. A. 110.00%0.00%0.00%Q4 2016Q4 20161
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
IMS Capital Management 110.01%0.01%0.01%Q3 2018Q3 20181
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
EnTrustPermal Management LLC 116.51%6.51%6.51%Q4 2015Q4 20151
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Well Done, LLC 110.10%0.10%0.10%Q4 2015Q4 20151
Plante Moran Financial Advisors, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q2 2023Q2 20231
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Integrated Wealth Management 110.01%0.01%0.01%Q2 2015Q2 20151
Certified Advisory Corp 110.01%0.01%0.01%Q4 2017Q4 20171
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Ausdal Financial Partners, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Csenge Advisory Group 110.01%0.01%0.01%Q3 2018Q3 20181
Safeguard Investment Advisory Group, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
RMR Wealth Builders 110.02%0.02%0.02%Q1 2021Q1 20211
Camarda Financial Advisors, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Capital Investment Advisors, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
SteelPeak Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Brouwer & Janachowski, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
United Asset Strategies, Inc. 110.04%0.04%0.04%Q1 2021Q1 20211
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
BECK CAPITAL MANAGEMENT, LLC 110.30%0.30%0.30%Q3 2015Q3 20151
BLB&B Advisors, LLC 110.04%0.04%0.04%Q4 2014Q4 20141
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
DSC Advisors, L.P. 112.23%2.23%2.23%Q4 2012Q4 20121
SOUTHERN CAPITAL ADVISORS, LLC 110.71%0.71%0.71%Q1 2022Q1 20221
Migdal Insurance & Financial Holdings Ltd. 110.01%0.01%0.01%Q3 2017Q3 20171
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
PVG ASSET MANAGEMENT CORP 110.37%0.37%0.37%Q3 2017Q3 20171
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.02%0.02%0.02%Q4 2022Q4 20221
Meridian Wealth Management, LLC 110.04%0.04%0.04%Q2 2019Q2 20191
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q4 2016Q4 20161
BRANDYWINE OAK PRIVATE WEALTH LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Syverson Strege & Co 110.07%0.07%0.07%Q4 2020Q4 20201
EWG Elevate Inc. 113.09%3.09%3.09%Q2 2022Q2 20221
TRUST CO OF VERMONT 110.01%0.01%0.01%Q3 2023Q3 20231
FIRST NIAGARA BANK 110.05%0.05%0.05%Q2 2015Q2 20151
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Parallel Advisors, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Pekin Hardy Strauss, Inc. 110.14%0.14%0.14%Q4 2014Q4 20141
HRT FINANCIAL LP 110.46%0.46%0.46%Q2 2015Q2 20151
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q1 2023Q1 20231
Pinnacle Summer Investments, Inc. 110.01%0.01%0.01%Q2 2015Q2 20151
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Apexium Financial, LP 110.02%0.02%0.02%Q3 2023Q3 20231
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 110.42%0.42%0.42%Q1 2017Q1 20171
NIEMANN CAPITAL MANAGEMENT INC 111.42%1.42%1.42%Q2 2015Q2 20151
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Strategic Capital Alternatives LLC 110.02%0.02%0.02%Q3 2014Q3 20141
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q3 2023Q3 20231
External links

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