ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3420.00%0.00%0.00%Q2 2013Q2 202473
BANK OF AMERICA CORP /DE/ 45450.00%0.00%0.02%Q2 2013Q2 202445
GOLDMAN SACHS GROUP INC 2040.00%0.00%0.02%Q1 2012Q2 202445
BROWN ADVISORY INC 45450.01%0.02%0.05%Q2 2013Q2 202445
PATTEN & PATTEN INC/TN 45450.08%0.15%0.32%Q2 2013Q2 202445
Texas Yale Capital Corp. 45450.04%0.05%0.07%Q2 2013Q2 202445
AMERIPRISE FINANCIAL INC 45450.00%0.00%0.00%Q2 2013Q2 202445
LPL Financial LLC 45450.00%0.02%0.08%Q2 2013Q2 202445
RAYMOND JAMES & ASSOCIATES 45450.00%0.01%0.05%Q2 2013Q2 202445
PNC FINANCIAL SERVICES GROUP, INC. 45450.00%0.00%0.00%Q2 2013Q2 202445
BANK OF MONTREAL /CAN/ 45450.00%0.00%0.06%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.01%0.02%Q2 2013Q2 202445
ENVESTNET ASSET MANAGEMENT INC 45450.00%0.00%0.02%Q2 2013Q2 202445
SPINNAKER TRUST 45450.07%0.53%1.57%Q2 2013Q2 202445
US BANCORP \DE\ 45450.00%0.00%0.00%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.00%0.01%Q2 2013Q2 202445
ROYAL BANK OF CANADA 45450.00%0.00%0.01%Q2 2013Q2 202445
Raymond James Financial Services Advisors, Inc. 3680.00%0.08%0.49%Q2 2013Q2 202444
CITIGROUP INC 44440.00%0.00%0.00%Q2 2013Q1 202444
OPPENHEIMER & CO INC 44440.01%0.02%0.09%Q3 2013Q2 202444
Cetera Advisor Networks LLC 44440.00%0.05%0.15%Q1 2013Q4 202344
DUNCKER STREETT & CO INC 25190.00%0.01%0.02%Q2 2013Q2 202444
Asset Management Group, Inc. 44440.15%0.29%0.55%Q3 2013Q2 202444
CAHILL FINANCIAL ADVISORS INC 43430.19%0.61%1.35%Q4 2013Q2 202443
Creative Planning 2380.00%0.00%0.00%Q2 2013Q2 202443
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q1 2014Q2 202442
Bartlett & Co. LLC 2670.00%0.00%0.00%Q2 2013Q4 202341
UBS Group AG 39390.00%0.00%0.01%Q4 2014Q2 202439
Cutler Group LLC / CA 610.00%0.00%0.02%Q4 2015Q4 202338
Advisory Services Network, LLC 1610.00%0.03%0.17%Q4 2013Q2 202438
J.P. Morgan Private Wealth Advisors LLC 27100.00%0.00%0.01%Q2 2014Q3 202337
MURPHY CAPITAL MANAGEMENT INC 37370.39%0.69%1.11%Q2 2013Q2 202237
Private Advisor Group, LLC 1710.00%0.02%0.12%Q4 2013Q2 202437
FIFTH THIRD BANCORP 3410.00%0.00%0.00%Q3 2014Q2 202437
HUNTINGTON NATIONAL BANK 2120.00%0.00%0.00%Q2 2013Q2 202437
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3150.00%0.00%0.00%Q2 2015Q2 202436
Janney Montgomery Scott LLC 19160.00%0.01%0.01%Q4 2014Q2 202435
Citadel Advisors 1310.00%0.00%0.01%Q1 2014Q2 202435
Cambridge Investment Research Advisors, Inc. 2780.00%0.00%0.02%Q2 2014Q1 202335
Raab & Moskowitz Asset Management LLC 3210.04%0.16%0.26%Q4 2014Q2 202433
Geneos Wealth Management Inc. 2850.00%0.00%0.00%Q1 2016Q2 202433
IFP Advisors, Inc 2010.00%0.01%0.21%Q4 2015Q2 202432
AlphaMark Advisors, LLC 32320.00%0.00%0.01%Q3 2016Q2 202432
STIFEL FINANCIAL CORP 1510.00%0.01%0.01%Q1 2014Q4 202330
Pinnacle Advisory Group, Inc. 2730.03%0.21%1.36%Q2 2013Q4 202030
Edge Wealth Management LLC 29290.03%0.07%0.10%Q2 2013Q2 202029
Tower Research Capital LLC (TRC) 1010.00%0.12%0.80%Q4 2013Q2 202429
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
Global Retirement Partners, LLC 17100.00%0.00%0.01%Q3 2017Q2 202427
Koshinski Asset Management, Inc. 1610.01%0.26%0.68%Q4 2014Q1 202327
COMMONWEALTH EQUITY SERVICES, LLC 27270.00%0.01%0.02%Q4 2017Q2 202427
Family Firm, Inc. 27270.11%0.18%0.25%Q4 2017Q2 202427
COMMERCE BANK 2510.00%0.00%0.01%Q1 2013Q2 202026
SIGNATUREFD, LLC 1910.00%0.00%0.00%Q3 2016Q1 202425
BARTLETT & CO. WEALTH MANAGEMENT LLC 15100.00%0.00%0.00%Q1 2018Q2 202425
FMR LLC 2410.00%0.00%0.00%Q2 2013Q2 202425
Essex Financial Services, Inc. 1310.02%0.04%0.07%Q4 2013Q2 202424
AFT, FORSYTH & COMPANY, INC. 1510.03%0.16%0.25%Q2 2013Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.04%0.33%Q3 2018Q2 202424
First Allied Advisory Services, Inc. 23230.01%0.01%0.02%Q1 2015Q3 202023
BESSEMER GROUP INC 13100.00%0.00%0.00%Q2 2013Q1 202423
ARS Wealth Advisors, LLC 23230.11%5.30%9.56%Q4 2013Q2 201923
Transamerica Financial Advisors, Inc. 910.00%0.01%0.05%Q1 2014Q4 202323
NEXT Financial Group, Inc 1110.00%0.01%0.09%Q3 2014Q4 202122
BLAIR WILLIAM & CO/IL 710.00%0.00%0.00%Q2 2013Q2 202421
Jackson Hole Capital Partners, LLC 21210.01%0.02%0.02%Q2 2019Q2 202421
Northeast Financial Consultants Inc 1710.01%0.02%0.06%Q3 2018Q2 202421
Financial Architects, Inc 1830.01%0.02%0.11%Q1 2015Q2 202021
JANE STREET GROUP, LLC 510.00%0.01%0.02%Q1 2014Q2 202421
Steward Partners Investment Advisory, LLC 21210.00%0.03%0.07%Q2 2019Q2 202421
Fisher Asset Management, LLC 21210.00%0.02%0.12%Q2 2019Q2 202421
FRANKLIN RESOURCES INC 1730.00%0.00%0.00%Q1 2016Q2 202420
North Star Investment Management Corp. 1630.00%0.00%0.00%Q2 2015Q2 202419
BB&T SECURITIES, LLC 19190.00%0.01%0.02%Q1 2015Q3 201919
CREDIT SUISSE AG/ 19190.00%0.00%0.01%Q1 2013Q3 201719
Orion Portfolio Solutions, LLC 19190.01%0.02%0.06%Q4 2019Q2 202419
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
CIBC WORLD MARKET INC. 1710.00%0.00%0.02%Q1 2014Q1 201919
OSAIC HOLDINGS, INC. 18180.00%0.00%0.03%Q1 2020Q2 202418
Commonwealth Equity Services, Inc 18180.02%0.03%0.05%Q2 2013Q3 201718
SG Americas Securities, LLC 840.00%0.01%0.02%Q3 2013Q2 201818
Karp Capital Management Corp 18180.00%0.60%1.22%Q4 2014Q1 201918
HHM Wealth Advisors, LLC 18180.00%0.01%0.01%Q1 2020Q2 202418
Mine & Arao Wealth Creation & Management, LLC. 18180.05%0.06%0.08%Q4 2019Q1 202418
Fusion Family Wealth LLC 18180.00%0.01%0.01%Q4 2016Q1 202118
BANK HAPOALIM BM 1260.05%0.09%0.29%Q1 2014Q1 201918
Estate Counselors, LLC 1710.06%0.60%0.98%Q2 2013Q1 201818
WHITTIER TRUST CO OF NEVADA INC 18180.00%0.00%0.01%Q2 2013Q3 201718
SII INVESTMENTS INC/WI 1350.08%0.12%0.18%Q2 2013Q4 201718
ISLAY CAPITAL MANAGEMENT, LLC 18180.03%0.03%0.04%Q1 2020Q2 202418
INVESTMENT CENTERS OF AMERICA INC 18180.04%0.12%0.19%Q2 2013Q3 201718
TRUIST FINANCIAL CORP 18180.00%0.00%0.00%Q4 2019Q1 202418
MML INVESTORS SERVICES, LLC 710.00%0.01%0.10%Q2 2017Q2 202417
Bedel Financial Consulting, Inc. 17170.03%0.04%0.05%Q1 2018Q1 202217
Matthew Goff Investment Advisor, LLC 1520.05%0.07%0.26%Q2 2018Q2 202417
Retirement Group, LLC 910.00%0.00%0.00%Q4 2019Q1 202416
Founders Capital Management 1330.03%0.04%0.04%Q1 2017Q2 202116
Valeo Financial Advisors, LLC 15150.00%0.01%0.02%Q3 2017Q1 202115
Advisor Group, Inc. 15150.00%0.01%0.03%Q2 2016Q4 201915
Wealthstreet Investment Advisors, LLC 15150.05%0.08%0.13%Q4 2017Q2 202115
MSI Financial Services Inc 15150.01%0.15%0.44%Q2 2013Q4 201615
Kestra Advisory Services, LLC 15150.00%0.00%0.00%Q4 2020Q2 202415
Spire Wealth Management 14140.00%0.00%0.01%Q1 2021Q2 202414
AVALON CAPITAL MANAGEMENT 1130.42%1.49%3.86%Q2 2013Q3 201714
BRADLEY FOSTER & SARGENT INC/CT 14140.01%0.01%0.02%Q3 2013Q4 201614
Piscataqua Savings Bank 14140.02%0.03%0.03%Q1 2021Q2 202414
ARKANSAS FINANCIAL GROUP, INC. 710.04%0.12%0.21%Q4 2013Q2 202414
Allworth Financial LP 14140.00%0.00%0.00%Q1 2021Q2 202414
SPC Financial, Inc. 14140.31%2.83%5.12%Q2 2013Q3 201614
Sigma Planning Corp 710.03%0.07%0.20%Q4 2014Q3 201813
Cetera Investment Advisers 1210.00%0.00%0.01%Q4 2020Q1 202413
HARBOUR INVESTMENTS, INC. 940.00%0.00%0.00%Q1 2021Q2 202413
Beacon Pointe Advisors, LLC 13130.01%0.02%0.04%Q2 2021Q2 202413
Manchester Capital Management LLC 850.00%0.01%0.03%Q4 2019Q2 202413
Virtu KCG Holdings LLC 630.01%0.02%0.06%Q4 2013Q2 201713
EPG Wealth Management LLC 820.00%0.00%0.01%Q4 2019Q2 202413
VALLEY WEALTH MANAGERS, INC. 940.00%0.01%0.01%Q2 2016Q2 202413
COOKSON PEIRCE & CO INC 940.02%0.22%0.38%Q4 2013Q1 202313
SOA Wealth Advisors, LLC. 13130.00%0.00%0.00%Q2 2021Q2 202413
Institute for Wealth Management, LLC. 12120.05%0.10%0.13%Q3 2021Q2 202412
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
Essex Savings Bank 510.06%0.07%0.10%Q4 2018Q2 202412
NATIONAL PLANNING CORP 12120.03%0.08%0.22%Q2 2013Q1 201612
RiverFront Investment Group, LLC 840.14%0.26%0.58%Q4 2008Q4 202312
Integrated Wealth Concepts LLC 12120.01%0.02%0.03%Q3 2021Q2 202412
Hilltop Holdings Inc. 12120.19%0.26%0.40%Q1 2015Q4 201712
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.01%0.02%Q2 2013Q1 201612
VSR Financial Services, Inc. 930.03%0.11%0.24%Q2 2013Q2 201612
Cerity Partners LLC 12120.01%0.03%0.06%Q1 2017Q4 201912
D.A. DAVIDSON & CO. 820.00%0.03%0.06%Q2 2013Q4 201812
TD Waterhouse Canada Inc. 11110.01%0.01%0.02%Q4 2021Q2 202411
BROWN, LISLE/CUMMINGS, INC. 11110.07%0.10%0.14%Q4 2021Q2 202411
EDMOND DE ROTHSCHILD HOLDING S.A. 740.00%0.00%0.00%Q1 2016Q1 201911
Belpointe Asset Management LLC 11110.01%0.02%0.03%Q3 2020Q1 202311
NATIONAL BANK OF CANADA /FI/ 11110.00%0.00%0.00%Q4 2021Q2 202411
Rockefeller Capital Management L.P. 11110.00%0.00%0.00%Q3 2020Q1 202311
Advisors Preferred, LLC 910.01%0.28%1.50%Q4 2013Q3 202011
OAK HARBOR WEALTH PARTNERS, LLC 11110.00%0.00%0.01%Q4 2021Q2 202411
Mariner, LLC 810.00%0.00%0.00%Q3 2016Q2 202411
CAROLINAS WEALTH CONSULTING LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
V Wealth Advisors LLC 11110.03%0.04%0.05%Q4 2020Q2 202311
Qube Research & Technologies Ltd 830.00%0.00%0.00%Q2 2021Q2 202411
WOLVERINE TRADING, LLC 310.00%0.00%0.01%Q2 2016Q4 201911
Capital Directions Investment Advisors, LLC 10100.01%0.01%0.01%Q4 2015Q1 201810
Federation des caisses Desjardins du Quebec 10100.00%0.00%0.00%Q1 2022Q2 202410
Gradient Investments LLC 730.00%0.01%0.01%Q2 2013Q4 201510
Partnervest Advisory Services LLC 10100.04%0.18%0.33%Q2 2013Q3 201510
Concert Wealth Management Inc. 640.03%0.04%0.04%Q1 2014Q3 201610
THRIVENT FINANCIAL FOR LUTHERANS 10100.00%0.00%0.00%Q1 2022Q2 202410
PICTET ASSET MANAGEMENT LTD 10100.00%0.01%0.03%Q2 2013Q3 201510
TRANSCEND CAPITAL ADVISORS, LLC 510.02%0.02%0.03%Q2 2021Q2 202410
CWM, LLC 910.00%0.00%0.00%Q4 2018Q2 202410
Glassman Wealth Services 10100.02%0.03%0.05%Q4 2014Q1 201710
STEPHENS INC /AR/ 10100.01%0.01%0.02%Q3 2013Q4 201510
WESPAC Advisors, LLC 910.60%0.81%1.48%Q2 2013Q4 201510
Asset Dedication, LLC 10100.03%0.05%0.08%Q4 2015Q1 201810
Compagnie Lombard Odier SCmA 730.00%0.02%0.04%Q4 2014Q2 202210
L & S Advisors Inc 990.11%0.20%0.45%Q4 2013Q4 20159
TCI Wealth Advisors, Inc. 990.00%0.01%0.01%Q2 2014Q2 20169
V2 Financial group LLC 510.14%0.16%0.17%Q2 2021Q2 20249
Stanford Investment Group, Inc. 990.03%0.12%0.19%Q4 2014Q4 20169
NewEdge Advisors, LLC 720.00%0.01%0.03%Q2 2018Q2 20249
CONDOR CAPITAL MANAGEMENT 720.09%0.10%0.12%Q2 2013Q4 20159
StrategIQ Financial Group, LLC 990.03%0.03%0.03%Q4 2021Q4 20239
Realta Investment Advisors 320.00%0.01%0.02%Q1 2019Q2 20249
FIRST MANHATTAN CO. LLC. 990.00%0.00%0.00%Q1 2022Q1 20249
Atria Wealth Solutions, Inc. 990.00%0.02%0.08%Q1 2022Q1 20249
U.S. Capital Wealth Advisors, LLC 990.01%0.01%0.01%Q2 2022Q2 20249
Arkadios Wealth Advisors 880.01%0.03%0.04%Q4 2019Q3 20218
PEAPACK GLADSTONE FINANCIAL CORP 880.04%0.05%0.06%Q3 2022Q2 20248
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 880.01%0.02%0.06%Q4 2018Q3 20208
Westside Investment Management, Inc. 610.00%0.00%0.01%Q1 2017Q2 20198
HighTower Advisors, LLC 710.00%0.00%0.00%Q1 2019Q2 20248
Cassady Schiller Wealth Management, LLC 710.02%0.03%0.04%Q4 2021Q2 20248
DAVENPORT & Co LLC 880.00%0.01%0.01%Q1 2014Q4 20158
Newbridge Financial Services Group, Inc. 530.00%0.00%0.01%Q2 2021Q2 20238
Merit Financial Group, LLC 620.05%0.08%0.11%Q2 2022Q2 20248
Rise Advisors, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
ANGELES WEALTH MANAGEMENT, LLC 880.02%0.02%0.02%Q1 2022Q4 20238
BOKF, NA 610.01%0.01%0.01%Q4 2015Q1 20187
Sandy Spring Bank 770.00%0.00%0.00%Q3 2022Q1 20247
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
MinichMacGregor Wealth Management, LLC 770.05%0.66%3.90%Q4 2015Q2 20177
MATRIX PRIVATE CAPITAL GROUP LLC 770.05%0.06%0.07%Q4 2020Q2 20227
Sowell Financial Services LLC 770.00%0.00%0.01%Q3 2019Q1 20217
DRW Securities, LLC 610.02%0.04%0.12%Q4 2013Q3 20207
NEW ENGLAND SECURITIES CORP /MA/ 770.22%0.26%0.34%Q2 2013Q4 20147
Stratos Wealth Partners, LTD. 770.01%0.01%0.01%Q1 2017Q3 20187
Boulegeris Investments, Inc. 770.21%0.26%0.32%Q3 2014Q1 20167
GSA CAPITAL PARTNERS LLP 520.02%0.03%0.06%Q3 2021Q2 20247
Joseph P. Lucia & Associates, LLC 410.04%0.06%0.10%Q2 2020Q2 20227
IHT Wealth Management, LLC 610.01%0.03%0.06%Q4 2016Q1 20237
UNITED CAPITAL FINANCIAL ADVISORS, LLC 410.01%0.01%0.01%Q2 2013Q2 20157
FLOW TRADERS U.S. LLC 610.00%0.02%0.04%Q3 2020Q1 20247
TRUE Private Wealth Advisors 510.00%0.00%0.00%Q3 2018Q4 20207
MARSHALL WACE, LLP 610.00%0.00%0.00%Q4 2021Q2 20247
CREATIVE FINANCIAL DESIGNS INC /ADV 430.00%0.02%0.09%Q4 2016Q2 20247
Y.D. More Investments Ltd 770.01%0.02%0.02%Q4 2022Q2 20247
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.00%0.01%Q1 2022Q3 20237
Massachusetts Wealth Management 770.66%0.81%0.96%Q4 2022Q2 20247
Pratt Collard Advisory Partners LLC 660.26%0.28%0.30%Q4 2017Q1 20196
ARMSTRONG ADVISORY GROUP, INC 660.00%0.00%0.00%Q4 2022Q1 20246
Jacobi Capital Management LLC 510.01%0.01%0.01%Q2 2017Q1 20206
Bank of New York Mellon Corp 510.00%0.00%0.00%Q3 2015Q1 20176
Clal Insurance Enterprises Holdings Ltd 510.15%2.13%3.05%Q4 2016Q4 20196
American Portfolios Advisors 510.00%0.00%0.00%Q4 2019Q3 20226
Braver Wealth Management, LLC 421.68%2.57%3.71%Q1 2014Q3 20156
Clear Perspective Advisors, LLC 660.04%0.09%0.12%Q4 2016Q1 20186
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
Anchor Investment Management, LLC 660.00%0.00%0.00%Q3 2017Q4 20186
HARVEST GROUP WEALTH MANAGEMENT, LLC 660.00%0.01%0.01%Q3 2019Q4 20206
B. Riley Wealth Advisors, Inc. 310.00%0.04%0.06%Q2 2013Q2 20156
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
CAPTRUST FINANCIAL ADVISORS 310.00%0.00%0.01%Q2 2014Q2 20246
WFG Advisors, LP 660.06%0.08%0.10%Q3 2013Q4 20146
Ancora Advisors LLC 660.00%0.00%0.00%Q2 2022Q3 20236
B. Riley Wealth Management, Inc. 660.01%0.01%0.02%Q1 2014Q2 20156
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q2 2018Q4 20235
TOTH FINANCIAL ADVISORY CORP 410.00%0.04%0.06%Q4 2017Q2 20245
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.00%Q3 2020Q3 20235
Ameritas Investment Company, LLC 310.00%0.01%0.02%Q1 2019Q1 20215
Clark Capital Management Group, Inc. 210.39%0.49%0.68%Q2 2013Q2 20155
First National Bank of South Miami 550.01%0.01%0.01%Q1 2021Q1 20225
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
Round Table Services, LLC 550.29%2.10%2.79%Q4 2016Q4 20175
BARCLAYS PLC 410.00%0.00%0.00%Q2 2013Q2 20215
Advisory Alpha, LLC 310.01%0.02%0.03%Q1 2019Q3 20205
DT Investment Partners, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
DEUTSCHE BANK AG\ 550.00%0.00%0.00%Q4 2013Q4 20145
Ironwood Financial, llc 550.00%0.00%0.01%Q3 2020Q3 20215
RWA WEALTH PARTNERS, LLC 210.09%0.25%0.36%Q3 2018Q4 20225
Sawyer & Company, Inc 550.01%0.01%0.02%Q4 2017Q4 20185
COLONY GROUP LLC 310.00%0.08%0.38%Q4 2018Q2 20225
Mandatum Life Insurance Co Ltd 550.03%0.05%0.09%Q4 2015Q4 20165
TWO SIGMA SECURITIES, LLC 550.00%0.44%1.07%Q1 2017Q1 20185
BDO Wealth Advisors, LLC 210.00%0.00%0.01%Q2 2017Q2 20205
CENTAURUS FINANCIAL, INC. 210.00%0.02%0.02%Q2 2018Q2 20224
Capital Analysts, LLC 310.00%0.00%0.01%Q4 2017Q2 20244
Timber Hill LLC 210.00%0.00%0.00%Q4 2013Q2 20154
Brinker Capital Investments, LLC 440.28%0.35%0.41%Q2 2013Q1 20144
SUNTRUST BANKS INC 310.00%0.00%0.00%Q1 2018Q3 20194
MBL Wealth, LLC 440.07%0.11%0.14%Q1 2022Q4 20224
WINTRUST INVESTMENTS LLC 440.02%0.02%0.04%Q3 2021Q2 20224
Endurance Wealth Management, Inc. 440.00%0.00%0.00%Q2 2015Q1 20164
TRUST CO OF VERMONT 440.00%0.00%0.01%Q3 2023Q2 20244
Apexium Financial, LP 440.02%0.02%0.02%Q3 2023Q2 20244
FAS Wealth Partners, Inc. 440.01%0.01%0.01%Q4 2020Q3 20214
KWMG, LLC 440.01%0.01%0.01%Q2 2018Q1 20194
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
Vontobel Holding Ltd. 440.00%0.00%0.01%Q1 2022Q4 20224
Signature Wealth Management Group 440.04%0.04%0.04%Q4 2017Q3 20184
Tradewinds Capital Management, LLC 310.00%0.00%0.01%Q4 2013Q3 20174
NBC SECURITIES, INC. 440.00%0.00%0.00%Q3 2023Q2 20244
MANUFACTURERS LIFE INSURANCE COMPANY, THE 440.00%0.00%0.00%Q3 2017Q2 20184
Riggs Asset Managment Co. Inc. 440.00%0.01%0.01%Q2 2015Q1 20164
TD PRIVATE CLIENT WEALTH LLC 440.00%0.00%0.00%Q1 2023Q4 20234
Patriot Financial Group Insurance Agency, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Financial Management Professionals, Inc. 440.00%0.21%0.59%Q2 2022Q1 20234
AXXCESS WEALTH MANAGEMENT, LLC 310.01%0.01%0.02%Q4 2022Q2 20244
Bray Capital Advisors 440.15%0.16%0.17%Q4 2014Q3 20154
M&T BANK CORP 440.00%0.00%0.00%Q1 2015Q4 20154
BROWN BROTHERS HARRIMAN & CO 440.00%0.00%0.00%Q3 2023Q2 20244
One Capital Management, LLC 440.02%0.05%0.07%Q3 2023Q2 20244
Baird Financial Group, Inc. 440.00%0.00%0.00%Q2 2015Q1 20164
RAY GERALD L & ASSOCIATES LTD 440.04%0.05%0.07%Q4 2016Q3 20174
Lenox Wealth Advisors, LLC 310.00%0.00%0.00%Q1 2016Q1 20224
BAIRD ROBERT W & CO INC /WI/ 440.00%0.00%0.00%Q2 2014Q1 20154
MCF Advisors LLC 440.00%0.00%0.00%Q2 2017Q1 20184
MASSMUTUAL TRUST CO FSB/ADV 310.00%0.00%0.00%Q1 2015Q2 20164
StoneX Group Inc. 210.08%0.08%0.09%Q4 2019Q3 20203
MERCER GLOBAL ADVISORS INC /ADV 210.00%0.00%0.00%Q1 2023Q2 20243
CENTRAL TRUST Co 330.01%0.01%0.01%Q4 2016Q2 20173
Bruce G. Allen Investments, LLC 330.08%0.12%0.21%Q4 2023Q2 20243
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 330.00%0.00%0.00%Q1 2020Q3 20203
REILLY FINANCIAL ADVISORS, LLC 210.00%0.00%0.01%Q4 2015Q1 20203
Capital Investment Advisors, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Guardian Asset Advisors, LLC 330.19%0.21%0.22%Q4 2023Q2 20243
BOSTON ADVISORS LLC 210.01%0.01%0.01%Q1 2015Q4 20153
SYNOVUS FINANCIAL CORP 210.00%0.00%0.00%Q2 2013Q1 20203
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
JONES FINANCIAL COMPANIES LLLP 330.00%0.00%0.00%Q4 2023Q2 20243
BIEGEL & WALLER LLC 333.06%3.14%3.20%Q4 2018Q2 20193
CX Institutional 330.01%0.01%0.02%Q3 2023Q1 20243
Kabarec Financial Advisors, Ltd. 330.01%0.01%0.02%Q4 2017Q2 20183
Financial Partners Group, Inc 331.57%1.83%2.26%Q4 2017Q2 20183
Carroll Financial Associates, Inc. 110.00%0.01%0.02%Q1 2019Q4 20203
SOUTHERN CAPITAL ADVISORS, LLC 210.71%1.31%1.62%Q1 2022Q2 20243
ADVANTAGE INVESTMENT MANAGEMENT, LLC 210.00%0.00%0.00%Q1 2015Q4 20173
Bogart Wealth, LLC 210.00%2.81%8.41%Q4 2016Q4 20173
CHEMUNG CANAL TRUST CO 330.13%0.56%0.78%Q2 2022Q4 20223
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Virtu Financial LLC 210.02%0.14%0.37%Q2 2016Q4 20173
Kraft, Davis & Associates, LLC 330.48%0.60%0.67%Q4 2023Q2 20243
Wealthspire Advisors, L.P. 330.01%0.01%0.01%Q2 2017Q4 20173
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2020Q2 20243
ASSETMARK, INC 110.00%0.00%0.00%Q1 2017Q2 20243
M Holdings Securities, Inc. 210.10%0.12%0.14%Q3 2014Q2 20153
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.01%Q4 2023Q2 20243
MILLENNIUM MANAGEMENT LLC 330.00%0.00%0.00%Q1 2015Q3 20153
Private Capital Management, LLC 210.03%0.03%0.03%Q1 2022Q4 20223
Curi RMB Capital, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Acorn Wealth Advisors, LLC 330.03%0.08%0.11%Q4 2017Q2 20183
First Financial Bank - Trust Division 330.04%0.08%0.15%Q4 2023Q2 20243
Syntal Capital Partners, LLC 210.58%0.84%1.32%Q1 2014Q3 20193
AlphaCore Capital LLC 330.01%0.01%0.01%Q2 2023Q4 20233
Running Point Capital Advisors, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Prospera Financial Services Inc 110.00%0.00%0.01%Q3 2020Q1 20222
Trust Co 220.01%0.02%0.02%Q4 2018Q1 20192
Total Clarity Wealth Management, Inc. 110.05%0.06%0.06%Q4 2019Q1 20212
Carl P. Sherr & Co., LLC 220.18%0.18%0.18%Q3 2020Q4 20202
Continuum Advisory, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
AE Wealth Management LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Freestone Capital Holdings, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
USA FINANCIAL FORMULAS 220.08%0.65%1.22%Q1 2015Q2 20152
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
EFG Asset Management (Americas) Corp. 223.03%3.38%3.72%Q1 2016Q2 20162
Candriam S.C.A. 220.00%0.00%0.00%Q2 2020Q3 20202
GLENMEDE TRUST CO NA 220.00%0.00%0.00%Q2 2015Q3 20152
Stratos Wealth Advisors, LLC 110.01%0.02%0.02%Q3 2023Q1 20242
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
Sutton Wealth Advisors Inc. 220.07%0.07%0.07%Q2 2023Q3 20232
Catamount Wealth Management 220.06%0.06%0.06%Q1 2015Q2 20152
Wealthcare Advisory Partners LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Altus Wealth Group LLC 220.02%0.02%0.02%Q4 2020Q1 20212
Roberts Wealth Advisors, LLC 220.09%0.11%0.12%Q3 2021Q4 20212
Harel Insurance Investments & Financial Services Ltd. 110.01%0.02%0.02%Q2 2016Q4 20182
PACIFIC SUN FINANCIAL CORP 220.27%0.29%0.30%Q1 2018Q2 20182
Cetera Advisors LLC 110.01%0.01%0.01%Q1 2019Q3 20212
Redhawk Wealth Advisors, Inc. 220.08%0.08%0.09%Q1 2024Q2 20242
TELEMUS CAPITAL, LLC 110.04%0.18%0.31%Q4 2016Q4 20172
Waverly Advisors, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Mawer Investment Management Ltd. 110.01%0.04%0.07%Q4 2017Q4 20182
WEDBUSH SECURITIES INC 220.04%0.04%0.04%Q1 2015Q2 20152
Cornerstone Wealth Management, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Sound View Wealth Advisors Group, LLC 110.06%0.06%0.06%Q4 2022Q4 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
AdvisorNet Financial, Inc 220.00%0.00%0.00%Q4 2022Q1 20232
WESPAC Advisors SoCal, LLC 110.00%0.01%0.02%Q4 2015Q1 20182
Pinnacle Family Advisors, LLC 220.18%0.21%0.24%Q1 2024Q2 20242
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
WESBANCO BANK INC 220.03%0.03%0.03%Q3 2018Q4 20182
Atria Investments, Inc 220.01%0.01%0.01%Q3 2018Q4 20182
S. R. Schill & Associates 220.58%0.72%0.87%Q1 2020Q2 20202
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
SteelPeak Wealth, LLC 220.01%0.01%0.01%Q3 2023Q4 20232
Concorde Asset Management, LLC 110.14%0.16%0.18%Q1 2022Q4 20222
Kistler-Tiffany Companies, LLC 110.01%0.02%0.04%Q2 2015Q4 20162
ROTHSCHILD INVESTMENT LLC 220.00%0.00%0.00%Q1 2024Q2 20242
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20172
Western Wealth Management, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
DUBUQUE BANK & TRUST CO 220.02%0.02%0.02%Q2 2015Q3 20152
INVESTMENT PARTNERS, LTD. 110.01%0.01%0.01%Q1 2015Q1 20151
Baystate Wealth Management LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.67%0.67%0.67%Q1 2017Q1 20171
Safeguard Investment Advisory Group, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
Strategic Wealth Partners, Ltd. 110.09%0.09%0.09%Q3 2019Q3 20191
IMS Capital Management 110.01%0.01%0.01%Q3 2018Q3 20181
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
BLB&B Advisors, LLC 110.04%0.04%0.04%Q4 2014Q4 20141
Camarda Financial Advisors, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
United Asset Strategies, Inc. 110.04%0.04%0.04%Q1 2021Q1 20211
Brouwer & Janachowski, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Concord Investment Counsel Inc. 111.40%1.40%1.40%Q1 2024Q1 20241
Regal Investment Advisors LLC 110.02%0.02%0.02%Q2 2013Q2 20131
CULTIVAR CAPITAL, INC. 110.02%0.02%0.02%Q2 2024Q2 20241
EWG Elevate Inc. 113.09%3.09%3.09%Q2 2022Q2 20221
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q1 2024Q1 20241
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
STRATEGIC WEALTH MANAGEMENT INC 111.87%1.87%1.87%Q2 2013Q2 20131
EnTrustPermal Management LLC 116.51%6.51%6.51%Q4 2015Q4 20151
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
BECK CAPITAL MANAGEMENT, LLC 110.30%0.30%0.30%Q3 2015Q3 20151
COUNTRY TRUST BANK 110.01%0.01%0.01%Q2 2015Q2 20151
Strategic Financial Concepts, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q2 2024Q2 20241
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Frazier Financial Advisors, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
EDMOND DE ROTHSCHILD (MONACO) 110.02%0.02%0.02%Q3 2016Q3 20161
Virtue Capital Management, LLC 110.89%0.89%0.89%Q1 2024Q1 20241
Accurate Wealth Management, LLC 112.15%2.15%2.15%Q1 2024Q1 20241
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
MATHER GROUP, LLC. 110.00%0.00%0.00%Q2 2024Q2 20241
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Rafferty Asset Management, LLC 110.80%0.80%0.80%Q2 2013Q2 20131
1832 Asset Management L.P. 110.00%0.00%0.00%Q2 2024Q2 20241
&PARTNERS 110.01%0.01%0.01%Q2 2024Q2 20241
Meridian Wealth Management, LLC 110.04%0.04%0.04%Q2 2019Q2 20191
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
Addison Advisors LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Masso Torrence Wealth Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Pekin Hardy Strauss, Inc. 110.14%0.14%0.14%Q4 2014Q4 20141
Atlas Private Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
FIRST FINANCIAL CORP /IN/ 110.01%0.01%0.01%Q2 2016Q2 20161
Parallel Advisors, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
FIRST NIAGARA BANK 110.05%0.05%0.05%Q2 2015Q2 20151
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
POM Investment Strategies, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Well Done, LLC 110.10%0.10%0.10%Q4 2015Q4 20151
KANALY TRUST CO 110.01%0.01%0.01%Q1 2016Q1 20161
Arlington Financial Advisors, LLC 110.83%0.83%0.83%Q4 2021Q4 20211
Ghost Tree Capital, LLC 110.76%0.76%0.76%Q1 2016Q1 20161
Migdal Insurance & Financial Holdings Ltd. 110.01%0.01%0.01%Q3 2017Q3 20171
McElhenny Sheffield Capital Management, LLC 116.53%6.53%6.53%Q2 2024Q2 20241
DSC Advisors, L.P. 112.23%2.23%2.23%Q4 2012Q4 20121
WorthPointe, LLC 110.54%0.54%0.54%Q2 2024Q2 20241
Syverson Strege & Co 110.07%0.07%0.07%Q4 2020Q4 20201
Rock Point Advisors, LLC 110.07%0.07%0.07%Q4 2023Q4 20231
Raleigh Capital Management Inc. 110.73%0.73%0.73%Q2 2024Q2 20241
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.02%0.02%0.02%Q4 2022Q4 20221
Strategic Capital Alternatives LLC 110.02%0.02%0.02%Q3 2014Q3 20141
Certified Advisory Corp 110.01%0.01%0.01%Q4 2017Q4 20171
RMR Wealth Builders 110.02%0.02%0.02%Q1 2021Q1 20211
TORONTO DOMINION BANK 110.00%0.00%0.00%Q4 2017Q4 20171
First Heartland Consultants, Inc. 110.02%0.02%0.02%Q2 2013Q2 20131
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
HRT FINANCIAL LP 110.46%0.46%0.46%Q2 2015Q2 20151
PVG ASSET MANAGEMENT CORP 110.37%0.37%0.37%Q3 2017Q3 20171
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 110.00%0.00%0.00%Q4 2016Q4 20161
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
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
Rockport Wealth LLC 115.10%5.10%5.10%Q2 2024Q2 20241
Chevy Chase Trust Holdings, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Welch Group, LLC 110.04%0.04%0.04%Q4 2023Q4 20231
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Aptus Capital Advisors, LLC 110.21%0.21%0.21%Q2 2024Q2 20241
BRANDYWINE OAK PRIVATE WEALTH LLC 110.03%0.03%0.03%Q4 2018Q4 20181
WEBSTER BANK, N. A. 110.00%0.00%0.00%Q4 2016Q4 20161
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Pinnacle Summer Investments, Inc. 110.01%0.01%0.01%Q2 2015Q2 20151
D. E. Shaw & Co., Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
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
Integrated Wealth Management 110.01%0.01%0.01%Q2 2015Q2 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
Lynx Investment Advisory 110.01%0.01%0.01%Q2 2024Q2 20241
Magnus Financial Group LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Shamrock Asset Management LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Ausdal Financial Partners, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q4 2023Q4 20231
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
External links

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