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 202394
Citadel Advisors 3130.00%0.00%0.01%Q1 2014Q3 202376
JANE STREET GROUP, LLC 1810.00%0.01%0.18%Q1 2014Q3 202350
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.01%Q1 2012Q3 202347
CPWM, LLC 44440.27%0.53%1.06%Q4 2011Q3 202244
DUMONT & BLAKE INVESTMENT ADVISORS LLC 42421.04%1.41%1.76%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.07%0.13%0.18%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.00%0.03%0.20%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.08%0.20%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.01%0.06%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.02%0.07%0.10%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.00%Q2 2013Q3 202342
Portland Global Advisors LLC 42420.07%0.22%0.48%Q2 2013Q3 202342
Creative Planning 42420.01%0.05%0.24%Q2 2013Q3 202342
VISTA CAPITAL PARTNERS, INC. 42420.08%0.12%0.17%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.02%Q2 2013Q3 202342
Efficient Advisors, LLC 42420.34%2.64%4.51%Q2 2013Q3 202342
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 42420.14%0.49%1.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.05%Q2 2013Q3 202342
Tortoise Investment Management, LLC 42420.03%0.12%0.32%Q2 2013Q3 202342
Cetera Advisors LLC 42420.02%0.05%0.19%Q2 2013Q3 202342
Capital Investment Advisors, LLC 41410.02%0.10%0.22%Q4 2013Q4 202341
First Horizon Advisors, Inc. 41410.01%0.02%0.03%Q3 2013Q3 202341
ALESCO ADVISORS LLC 25160.51%0.76%1.28%Q2 2013Q3 202341
Bank of New York Mellon Corp 30110.00%0.00%0.00%Q2 2013Q3 202341
BOSTON FAMILY OFFICE LLC 41410.02%0.15%0.38%Q3 2013Q3 202341
UNITED CAPITAL FINANCIAL ADVISORS, LLC 41410.00%0.02%0.10%Q2 2013Q2 202341
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.01%Q2 2013Q3 202341
Capital Analysts, LLC 40400.01%0.06%0.10%Q4 2013Q3 202340
Evanson Asset Management, LLC 40400.12%0.34%0.56%Q4 2013Q3 202340
SMITH, MOORE & CO. 40400.55%1.08%1.65%Q4 2013Q3 202340
One Capital Management, LLC 39390.43%2.66%4.21%Q1 2014Q3 202339
DOWLING & YAHNKE LLC 38380.22%0.88%1.72%Q2 2013Q3 202238
Regal Investment Advisors LLC 3520.02%0.37%2.21%Q2 2013Q3 202337
RAYMOND JAMES & ASSOCIATES 25120.00%0.01%0.05%Q4 2013Q3 202337
JPMORGAN CHASE & CO 27100.00%0.00%0.01%Q2 2013Q3 202337
REGENTATLANTIC CAPITAL LLC 20170.07%0.91%1.40%Q2 2013Q3 202237
WHITTIER TRUST CO OF NEVADA INC 3060.00%0.00%0.01%Q2 2013Q3 202336
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
Chicago Partners Investment Group LLC 36360.07%0.34%0.62%Q4 2014Q3 202336
EVERMAY WEALTH MANAGEMENT LLC 25100.01%0.18%1.13%Q4 2013Q3 202335
CITIGROUP INC 3310.00%0.00%0.02%Q2 2013Q4 202134
Cutler Group LLC / CA 910.00%0.02%0.24%Q1 2016Q3 202334
CWM, LLC 2240.00%0.01%0.25%Q3 2013Q3 202334
MUFG Americas Holdings Corp 2860.00%0.01%0.02%Q3 2011Q1 202134
JUNCTURE WEALTH STRATEGIES, LLC 33330.20%1.47%3.87%Q4 2014Q4 202233
Bray Capital Advisors 23100.01%0.16%0.66%Q4 2014Q3 202333
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 23100.03%0.05%0.10%Q2 2013Q3 202333
Raymond James Financial Services Advisors, Inc. 33330.00%0.01%0.07%Q3 2015Q3 202333
Acropolis Investment Management, LLC 2710.02%0.10%0.30%Q2 2013Q3 202332
US BANCORP \DE\ 1910.00%0.00%0.00%Q2 2013Q4 202132
Jackson, Grant Investment Advisers, Inc. 32320.21%0.39%0.61%Q4 2015Q3 202332
SILVERCREST ASSET MANAGEMENT GROUP LLC 32320.00%0.03%0.08%Q4 2015Q3 202332
Moisand Fitzgerald Tamayo, LLC 32320.22%0.75%1.42%Q4 2015Q3 202332
Cambridge Investment Research Advisors, Inc. 2810.00%0.01%0.04%Q2 2014Q3 202332
NTV ASSET MANAGEMENT LLC 2740.08%0.12%0.21%Q2 2013Q3 202331
IFP Advisors, Inc 17140.00%0.01%0.02%Q4 2015Q3 202331
WESCAP Management Group, Inc. 31310.41%1.37%2.70%Q1 2016Q3 202331
Brouwer & Janachowski, LLC 2560.04%0.32%1.49%Q4 2013Q3 202131
Geneos Wealth Management Inc. 31310.00%0.01%0.03%Q1 2016Q3 202331
Asset Dedication, LLC 2650.00%0.07%0.19%Q4 2015Q3 202331
Gradient Investments LLC 17140.00%0.07%0.27%Q2 2013Q1 202131
TOTH FINANCIAL ADVISORY CORP 2280.00%0.65%1.61%Q2 2013Q3 202330
Manchester Capital Management LLC 30300.01%0.11%0.46%Q2 2013Q3 202030
American Investment Services, Inc. 2730.07%0.26%0.58%Q2 2013Q4 202030
HighTower Advisors, LLC 30300.00%0.02%0.04%Q2 2016Q3 202330
Glassman Wealth Services 30300.02%0.09%0.44%Q4 2014Q1 202230
BRIDGEWAY CAPITAL MANAGEMENT, LLC 29290.01%0.02%0.04%Q2 2013Q2 202029
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2810.00%0.00%0.01%Q2 2013Q3 202329
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.00%0.07%0.12%Q4 2016Q3 202328
BOK Financial Private Wealth, Inc. 27270.04%1.48%2.00%Q2 2013Q4 201927
Global Retirement Partners, LLC 2070.00%0.02%0.06%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.04%0.22%Q2 2013Q4 201927
Advisory Services Network, LLC 1310.00%0.04%0.24%Q4 2013Q1 202327
RICE HALL JAMES & ASSOCIATES, LLC 1410.01%0.02%0.15%Q2 2014Q4 202227
THOMPSON DAVIS & CO., INC. 2060.01%0.59%2.33%Q4 2013Q1 202326
Jentner Corp 1310.18%0.36%0.68%Q4 2016Q3 202326
Financial Architects, Inc 1820.00%0.01%0.02%Q2 2013Q2 202025
Ancora Advisors LLC 2030.00%0.05%0.11%Q4 2017Q3 202325
Smithfield Trust Co 14110.00%0.01%0.01%Q3 2013Q3 202325
Parkside Advisors LLC 25251.58%2.45%2.87%Q4 2013Q4 201925
COLDSTREAM CAPITAL MANAGEMENT INC 2410.01%0.11%0.22%Q2 2013Q3 202125
MONROE BANK & TRUST/MI 25252.09%2.69%3.32%Q2 2013Q2 201925
BUCKINGHAM STRATEGIC WEALTH, LLC 24240.01%0.04%0.18%Q4 2017Q3 202324
Frontier Wealth Management LLC 2130.02%0.07%0.12%Q4 2014Q4 202024
NORTHERN TRUST CORP 2040.00%0.00%0.00%Q2 2015Q1 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.07%Q4 2017Q3 202324
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.00%0.01%Q1 2018Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
HANCOCK WHITNEY CORP 1580.01%0.07%0.17%Q4 2016Q1 202323
Camarda Financial Advisors, LLC 23230.10%0.24%0.41%Q2 2013Q4 201823
NWAM LLC 12100.01%0.06%0.10%Q1 2018Q3 202322
REILLY FINANCIAL ADVISORS, LLC 2010.00%0.00%0.00%Q2 2014Q4 202122
Texas Yale Capital Corp. 22220.07%0.13%0.19%Q2 2018Q3 202322
Brand Asset Management Group, Inc. 22220.24%0.36%0.54%Q2 2018Q3 202322
EAGLE GLOBAL ADVISORS LLC 22220.01%0.03%0.07%Q3 2017Q4 202222
MML INVESTORS SERVICES, LLC 11100.00%0.01%0.02%Q2 2017Q3 202321
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1650.00%0.00%0.00%Q2 2013Q3 201821
Mosaic Financial Partners, Inc. 21210.14%0.32%3.36%Q2 2013Q2 201821
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1210.00%0.00%0.00%Q4 2014Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Parallel Advisors, LLC 1730.00%0.01%0.02%Q2 2017Q3 202320
Janney Montgomery Scott LLC 1510.00%0.04%0.08%Q1 2017Q2 202320
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
Next Capital Management LLC 20200.14%0.32%0.85%Q4 2018Q3 202320
MANAGED ACCOUNT SERVICES INC 20200.11%0.22%0.33%Q4 2016Q3 202120
SALEM INVESTMENT COUNSELORS INC 1820.00%0.01%0.04%Q4 2016Q3 202320
Ellis Investment Partners, LLC 20200.17%0.20%0.24%Q4 2018Q3 202320
ARKANSAS FINANCIAL GROUP, INC. 20200.79%2.50%3.08%Q4 2018Q3 202320
AdvisorNet Financial, Inc 1090.00%0.00%0.00%Q1 2018Q3 202319
JOYN Advisors, Inc. 1210.01%0.14%0.24%Q2 2013Q4 201819
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
M&T BANK CORP 19190.00%0.00%0.00%Q3 2014Q1 201919
Marquette Asset Management, LLC 19190.00%0.72%1.86%Q1 2019Q3 202319
GARRISON POINT ADVISORS, LLC 1450.20%0.24%0.30%Q4 2018Q3 202319
Schoolcraft Capital LLC 19191.74%2.27%3.11%Q1 2019Q3 202319
AVANTAX ADVISORY SERVICES, INC. 19190.17%0.32%0.49%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.08%0.24%Q1 2019Q3 202319
Pacific Center for Financial Services 1630.00%0.01%0.01%Q4 2018Q3 202319
NEXT Financial Group, Inc 1360.00%0.00%0.01%Q3 2014Q4 201919
KEYBANK NATIONAL ASSOCIATION/OH 18180.00%0.00%0.00%Q2 2019Q3 202318
People's United Financial, Inc. 1710.00%0.01%0.20%Q2 2013Q2 201818
Commonwealth Equity Services, Inc 18180.01%0.02%0.09%Q2 2013Q3 201718
Kohmann Bosshard Financial Services, LLC 1210.04%0.09%0.14%Q1 2017Q1 202218
Fusion Family Wealth LLC 18180.02%0.33%1.29%Q4 2016Q1 202118
Madrona Financial Services, LLC 18180.29%0.45%0.70%Q4 2014Q1 201918
Joseph P. Lucia & Associates, LLC 1260.08%0.17%0.27%Q1 2019Q3 202318
Family Firm, Inc. 18180.08%0.38%0.55%Q2 2019Q3 202318
QS Investors, LLC 18180.25%0.58%1.64%Q2 2013Q3 201718
Private Capital Group, LLC 18180.03%0.05%0.07%Q4 2017Q1 202218
AXA S.A. 1440.00%0.00%0.00%Q4 2013Q3 201918
TAP Consulting, LLC 1710.15%0.50%1.77%Q1 2019Q3 202318
SUMMIT FINANCIAL GROUP, INC. 1160.11%0.14%0.17%Q2 2019Q3 202317
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 17170.00%0.00%0.00%Q2 2019Q2 202317
Physician Wealth Advisors, Inc. 17170.32%0.64%1.06%Q3 2019Q3 202317
WFG Advisors, LP 17170.00%0.00%0.01%Q2 2013Q2 201717
Charles Schwab Investment Advisory, Inc. 17170.24%0.89%1.44%Q2 2013Q2 201717
MD Financial Management Inc. 17171.13%2.66%4.03%Q4 2017Q4 202117
ELM ADVISORS, LLC 740.15%0.17%0.19%Q2 2017Q4 202117
Private Ocean, LLC 1110.03%0.08%0.20%Q4 2013Q3 202317
Allworth Financial LP 1510.00%0.00%0.00%Q3 2016Q3 202316
Traynor Capital Management, Inc. 16160.07%0.42%1.64%Q4 2014Q3 201816
Baird Financial Group, Inc. 1510.00%0.00%0.00%Q2 2015Q4 202016
CERTUITY, LLC 16160.12%0.28%0.45%Q4 2019Q3 202316
MARTIN & CO INC /TN/ 1410.04%0.27%0.41%Q2 2013Q3 201716
Tower Research Capital LLC (TRC) 610.00%0.01%0.06%Q4 2013Q2 202316
FIL Ltd 16160.00%0.00%0.01%Q4 2019Q3 202316
HALBERT HARGROVE GLOBAL ADVISORS, LLC 1510.82%1.73%2.78%Q4 2018Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Clarus Wealth Advisors 1150.01%0.13%0.21%Q2 2018Q2 202316
MSI Financial Services Inc 15150.00%0.02%0.12%Q2 2013Q4 201615
CIBC BANK USA 15150.08%0.74%1.36%Q2 2013Q4 201615
SIGNATUREFD, LLC 1050.00%0.00%0.02%Q2 2014Q1 201915
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1110.00%0.00%0.02%Q4 2015Q3 202315
HORIZON KINETICS ASSET MANAGEMENT LLC 15150.00%0.01%0.01%Q1 2019Q3 202215
Harborview Advisors, LLC 1140.19%1.56%2.31%Q4 2017Q3 202115
Disciplined Investments, LLC 15150.00%0.00%0.00%Q4 2019Q2 202315
Clearstead Advisors, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
KENNEDY CAPITAL MANAGEMENT LLC 910.00%0.01%0.03%Q4 2014Q1 202015
Advisor Group, Inc. 15150.00%0.01%0.02%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.01%0.02%0.03%Q1 2020Q3 202315
Dynamic Advisor Solutions LLC 15150.08%0.14%0.20%Q1 2020Q3 202315
Avion Wealth 15150.00%0.00%0.00%Q1 2020Q3 202315
Modera Wealth Management, LLC 15150.01%0.03%0.06%Q1 2020Q3 202315
Capital Investment Advisory Services, LLC 15150.00%0.00%0.00%Q4 2018Q2 202215
KANALY TRUST CO 15150.27%0.31%0.54%Q2 2013Q4 201615
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
PARK AVENUE SECURITIES LLC 14140.01%0.03%0.05%Q2 2020Q3 202314
SIMPLEX TRADING, LLC 510.00%0.00%0.00%Q3 2015Q3 202214
Patriot Financial Group Insurance Agency, LLC 14140.00%0.04%0.12%Q4 2016Q1 202014
Sepio Capital, LP 14140.04%0.05%0.07%Q2 2020Q3 202314
Brandywine Global Investment Management, LLC 610.00%0.01%0.05%Q3 2013Q1 202014
Koshinski Asset Management, Inc. 910.02%0.07%0.11%Q4 2016Q1 202214
Pegasus Partners Ltd. 14140.06%0.66%2.24%Q2 2015Q3 201814
Keebeck Wealth Management, LLC 14140.03%0.04%0.07%Q2 2020Q3 202314
Cambria Investment Management, L.P. 1010.09%0.66%1.10%Q4 2014Q3 201814
WESTPORT RESOURCES MANAGEMENT INC 14140.03%0.08%0.19%Q2 2013Q3 201614
FIRST MERCHANTS CORP 1130.02%0.17%0.89%Q3 2019Q2 202314
CI INVESTMENTS INC. 13130.01%0.01%0.01%Q3 2020Q3 202313
Gray Wealth Management Inc. 13130.11%0.16%0.21%Q2 2020Q2 202313
SevenBridge Financial Group, LLC 13130.01%0.03%0.05%Q2 2016Q2 201913
Timber Hill LLC 760.00%0.02%0.14%Q2 2014Q3 201713
Kingsview Wealth Management, LLC 910.01%0.08%0.21%Q1 2017Q3 202313
Connective Capital Management, LLC 13132.71%4.05%5.82%Q2 2013Q2 201613
VSR Financial Services, Inc. 13130.13%0.15%0.22%Q2 2013Q2 201613
WP Advisors, LLC 810.05%0.42%3.93%Q2 2018Q1 202213
Northeast Financial Consultants Inc 12120.01%0.02%0.02%Q4 2020Q3 202312
Hilltop Holdings Inc. 1010.03%0.33%0.43%Q1 2015Q2 202312
LVZ, Inc. 310.15%0.38%0.54%Q2 2014Q2 202312
ASPIRIANT, LLC 1110.02%0.12%0.25%Q2 2013Q2 202112
STIFEL FINANCIAL CORP 1010.00%0.00%0.00%Q2 2019Q3 202312
Ausdal Financial Partners, Inc. 12120.12%0.15%0.18%Q4 2015Q3 201812
Alexandria Capital, LLC 12120.02%0.04%0.07%Q4 2018Q3 202112
Institute for Wealth Management, LLC. 1110.00%0.06%0.09%Q4 2019Q3 202312
ASSETMARK, INC 12120.00%0.00%0.00%Q1 2016Q4 201812
First Allied Advisory Services, Inc. 910.00%0.03%0.09%Q2 2013Q4 201912
Capital Asset Advisory Services LLC 12120.00%0.00%0.00%Q4 2019Q3 202212
AdvicePeriod, LLC 1020.02%0.06%0.09%Q4 2017Q2 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Simplicity Solutions, LLC 420.00%0.12%0.46%Q4 2014Q3 202112
Frank, Rimerman Advisors LLC 12121.17%2.39%3.64%Q4 2020Q3 202312
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 660.04%0.07%0.12%Q2 2013Q1 201812
STEPHENS INC /AR/ 12120.06%0.26%0.64%Q4 2020Q3 202312
Cornerstone Advisors, Inc. 12120.02%0.03%0.04%Q1 2014Q4 201612
Spire Wealth Management 11110.01%0.03%0.10%Q1 2021Q3 202311
MONTAG A & ASSOCIATES INC 11110.00%0.00%0.00%Q1 2021Q3 202311
BARCLAYS PLC 620.00%0.00%0.00%Q2 2013Q3 202311
Crescent Grove Advisors, LLC 11110.03%0.06%0.26%Q1 2021Q3 202311
WEALTHSOURCE PARTNERS, LLC 11110.02%0.03%0.05%Q1 2021Q3 202311
HBK Sorce Advisory LLC 11110.12%2.15%2.95%Q2 2013Q4 201511
Pinnacle Summer Investments, Inc. 11110.00%0.01%0.03%Q2 2013Q4 201511
NORTHWEST WEALTH MANAGEMENT, LLC 11110.17%0.21%0.35%Q4 2016Q2 201911
Horizon Kinetics 11110.01%0.02%0.02%Q2 2016Q4 201811
CT Financial Advisors LLC 1010.27%0.30%0.36%Q1 2014Q1 201711
McClarren Financial Advisors, Inc. 650.08%0.10%0.13%Q4 2020Q3 202311
C M BIDWELL & ASSOCIATES LTD 11110.00%0.03%0.04%Q4 2017Q2 202011
BALDWIN BROTHERS LLC/MA 10100.00%0.00%0.00%Q3 2019Q4 202110
Syverson Strege & Co 10100.04%0.10%0.16%Q4 2020Q1 202310
Savior LLC 10100.00%0.00%0.00%Q4 2019Q1 202210
Kendall Capital Management 10100.53%0.95%1.25%Q2 2021Q3 202310
CX Institutional 410.00%0.24%0.59%Q2 2018Q1 202310
TRUIST FINANCIAL CORP 520.00%0.01%0.01%Q3 2014Q4 202010
Global Trust Asset Management, LLC 10100.01%0.01%0.02%Q4 2017Q1 202010
Merit Financial Group, LLC 10100.09%0.15%0.21%Q4 2017Q1 202010
Baker Avenue Asset Management, LP 10100.04%0.36%0.82%Q3 2017Q4 201910
Stratos Wealth Partners, LTD. 910.00%0.01%0.01%Q4 2017Q4 202110
Mariner, LLC 910.00%0.00%0.01%Q3 2016Q3 202310
SRS Capital Advisors, Inc. 910.00%0.01%0.01%Q4 2016Q2 201910
Crosspoint Capital Strategies, LLC 510.00%0.03%0.25%Q4 2013Q3 201810
Taylor Hoffman Wealth Management 910.00%0.03%0.07%Q4 2017Q2 202010
RONALD BLUE & CO LLC 10100.02%0.02%0.03%Q2 2013Q3 201510
Perigon Wealth Management, LLC 810.02%0.03%0.06%Q2 2016Q4 202010
Renaissance Technologies 430.00%0.00%0.00%Q2 2018Q4 202210
SG Americas Securities, LLC 410.00%0.01%0.04%Q3 2014Q4 20189
Cetera Advisor Networks LLC 810.00%0.01%0.01%Q2 2020Q3 20229
Global Financial Private Capital, Inc 990.05%0.07%0.10%Q1 2017Q1 20199
Financial Advocates Investment Management 520.02%0.05%0.12%Q2 2018Q4 20219
Wealthspire Advisors, L.P. 990.01%0.02%0.04%Q4 2015Q4 20179
CAPTRUST FINANCIAL ADVISORS 410.00%0.00%0.00%Q1 2019Q3 20239
Sigma Planning Corp 310.01%0.04%0.11%Q4 2016Q4 20219
HARBOUR INVESTMENTS, INC. 610.00%0.00%0.02%Q1 2021Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.01%0.01%0.02%Q2 2013Q2 20159
FLOW TRADERS U.S. LLC 310.00%0.09%0.20%Q4 2016Q3 20239
Bromfield Sneider Wealth Advisors 990.22%0.26%0.34%Q4 2021Q4 20239
Twele Capital Management, Inc. 990.15%0.61%1.56%Q2 2013Q2 20159
DEUTSCHE BANK AG\ 510.00%0.00%0.00%Q3 2013Q3 20219
Rockefeller Capital Management L.P. 990.00%0.00%0.00%Q4 2020Q4 20229
Private Advisor Group, LLC 310.00%0.01%0.01%Q3 2014Q2 20208
TRUSTCORE FINANCIAL SERVICES, LLC 710.00%0.00%0.00%Q1 2020Q1 20228
CANANDAIGUA NATIONAL BANK & TRUST CO 880.07%0.08%0.09%Q3 2013Q2 20158
TORONTO DOMINION BANK 710.00%0.00%0.00%Q4 2019Q1 20228
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
RiverFront Investment Group, LLC 440.09%0.90%1.89%Q1 2012Q4 20148
Wilson & Boucher Capital Management, LLC 880.22%0.26%0.29%Q4 2021Q3 20238
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q1 2019Q4 20208
TRUST CO OF VERMONT 610.00%0.00%0.00%Q2 2021Q3 20238
UBS ASSET MANAGEMENT AMERICAS INC 880.00%0.00%0.00%Q1 2018Q4 20198
CARDIFF PARK ADVISORS, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
Eagle Bay Advisors LLC 880.01%0.06%0.11%Q4 2021Q3 20238
DIXON FNANCIAL SERVICES, INC. 880.14%0.17%0.21%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.03%0.07%0.13%Q4 2021Q3 20238
Quantum Capital Management, LLC / NJ 880.00%0.00%0.00%Q1 2014Q4 20158
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Waverly Advisors, LLC 880.01%0.31%1.28%Q2 2014Q1 20168
Level Financial Advisors 880.71%1.18%1.96%Q4 2021Q3 20238
BAROMETER CAPITAL MANAGEMENT INC. 320.10%0.24%0.48%Q4 2013Q4 20178
Aspire Wealth Management Corp 880.00%0.00%0.00%Q4 2021Q3 20238
High Net Worth Advisory Group LLC 880.12%0.17%0.26%Q4 2021Q3 20238
CHOREO, LLC 880.03%0.03%0.04%Q4 2017Q3 20198
MCMILLION CAPITAL MANAGEMENT INC 410.01%0.01%0.01%Q2 2019Q2 20238
Moloney Securities Asset Management, LLC 610.04%0.07%0.17%Q4 2019Q1 20228
EMORY UNIVERSITY 880.00%0.00%0.00%Q1 2012Q4 20138
Endowment Wealth Management, Inc. 880.44%0.48%0.51%Q4 2021Q3 20238
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q1 2017Q2 20218
AIRE ADVISORS, LLC 880.65%1.90%2.97%Q4 2021Q3 20238
McIlrath & Eck, LLC 770.00%0.00%0.00%Q4 2017Q2 20197
Naviter Wealth, LLC 770.05%0.96%5.29%Q4 2021Q2 20237
MONETA GROUP INVESTMENT ADVISORS LLC 770.01%0.07%0.10%Q4 2016Q2 20187
Clark Capital Management Group, Inc. 310.01%0.21%0.90%Q3 2013Q1 20227
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.01%0.03%Q1 2021Q4 20227
NewSquare Capital LLC 770.00%0.01%0.02%Q4 2013Q2 20157
First Western Trust Bank 770.02%0.02%0.02%Q1 2022Q3 20237
OPTIMUM INVESTMENT ADVISORS 770.00%0.00%0.00%Q3 2013Q1 20157
Semmax Financial Advisors Inc. 770.01%0.01%0.02%Q4 2018Q2 20207
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Biltmore Family Office, LLC 770.04%0.11%0.16%Q1 2022Q3 20237
HOWE & RUSLING INC 430.00%0.00%0.00%Q2 2013Q1 20157
ANGELES WEALTH MANAGEMENT, LLC 770.02%0.02%0.03%Q1 2022Q3 20237
CENTRAL TRUST Co 770.00%0.00%0.00%Q4 2014Q2 20167
BAIRD ROBERT W & CO INC /WI/ 770.00%0.01%0.02%Q3 2013Q1 20157
WealthShield Partners, LLC 770.53%0.58%0.65%Q1 2022Q3 20237
Global Wealth Management Investment Advisory, Inc. 770.01%0.01%0.01%Q4 2018Q2 20207
KESTRA PRIVATE WEALTH SERVICES, LLC 770.05%0.06%0.08%Q3 2020Q1 20227
Rockbridge Investment Management, LCC 770.15%0.21%0.47%Q2 2020Q4 20217
Sargent Bickham Lagudis LLC 770.00%0.00%0.00%Q2 2017Q4 20187
ATTICUS WEALTH MANAGEMENT, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
DUNCKER STREETT & CO INC 770.01%0.01%0.01%Q4 2015Q2 20177
Cypress Wealth Services, LLC 770.12%0.18%0.25%Q4 2017Q2 20197
HC FINANCIAL ADVISORS INC 770.04%0.04%0.05%Q1 2020Q3 20217
Kestra Advisory Services, LLC 520.00%0.00%0.01%Q3 2020Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.04%Q2 2013Q4 20147
1832 Asset Management L.P. 770.07%0.09%0.10%Q1 2022Q3 20237
Virtu KCG Holdings LLC 210.00%0.01%0.02%Q3 2013Q1 20177
BLACKROCK ADVISORS LLC 770.00%0.00%0.00%Q2 2014Q4 20157
IHT Wealth Management, LLC 660.02%0.02%0.02%Q4 2020Q1 20226
Krilogy Financial LLC 510.00%0.00%0.00%Q3 2015Q1 20176
TEACHERS ADVISORS, LLC 510.00%0.00%0.00%Q1 2014Q2 20186
McCarthy Asset Management, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
UBS AG 660.01%0.01%0.02%Q2 2013Q3 20146
Ameritas Investment Partners, Inc. 660.01%0.01%0.01%Q4 2014Q1 20166
THRIVENT FINANCIAL FOR LUTHERANS 660.00%0.00%0.00%Q1 2021Q2 20226
Steward Partners Investment Advisory, LLC 210.00%0.00%0.00%Q3 2020Q3 20236
Almanack Investment Partners, LLC. 510.01%0.05%0.09%Q2 2020Q3 20226
BUCKINGHAM STRATEGIC PARTNERS, LLC 660.01%0.02%0.04%Q1 2022Q2 20236
Arlington Partners LLC 660.02%0.02%0.03%Q1 2021Q2 20226
Aevitas Wealth Management, Inc. 660.01%0.01%0.01%Q4 2017Q1 20196
FineMark National Bank & Trust 660.02%0.02%0.04%Q1 2018Q2 20196
Center for Financial Planning, Inc. 660.00%0.00%0.00%Q1 2021Q2 20226
RNC CAPITAL MANAGEMENT LLC 330.02%0.02%0.02%Q4 2013Q2 20156
Qube Research & Technologies Ltd 510.00%0.01%0.02%Q2 2021Q3 20236
EATON VANCE MANAGEMENT 660.00%0.00%0.00%Q4 2020Q1 20226
All Terrain Financial Advisors, LLC 660.08%0.10%0.12%Q4 2017Q1 20196
BESSEMER GROUP INC 220.00%0.00%0.00%Q1 2015Q1 20226
FIRST CITIZENS BANCORPORATION INC 660.15%0.17%0.19%Q3 2013Q4 20146
Montecito Bank & Trust 660.18%0.44%0.70%Q3 2013Q4 20146
Cerity Partners LLC 330.00%0.00%0.01%Q4 2021Q2 20236
Placemark Investments, Inc. 660.00%0.02%0.03%Q3 2013Q4 20146
STATE STREET CORP 660.00%0.00%0.00%Q2 2013Q3 20146
EXENCIAL WEALTH ADVISORS, LLC 510.02%0.03%0.03%Q2 2021Q4 20226
AE Wealth Management LLC 330.01%0.02%0.04%Q4 2017Q4 20196
B. Riley Wealth Management, Inc. 660.02%0.05%0.11%Q1 2014Q2 20156
RUSSELL FRANK CO/ 660.00%0.00%0.00%Q3 2013Q4 20146
SeaCrest Wealth Management, LLC 660.01%0.01%0.02%Q4 2017Q1 20196
FOUNDERS FINANCIAL SECURITIES LLC 550.05%0.06%0.08%Q3 2022Q3 20235
Paracle Advisors, LLC 320.04%0.05%0.06%Q2 2019Q1 20215
Precision Wealth Strategies, LLC 550.31%0.48%0.65%Q2 2021Q2 20225
FIRST HORIZON CORP 410.01%0.01%0.02%Q2 2013Q2 20215
Transamerica Financial Advisors, Inc. 320.00%0.09%0.27%Q1 2015Q3 20165
Ariel Investments 210.00%0.01%0.02%Q3 2013Q4 20165
Mutual Advisors, LLC 410.01%0.02%0.05%Q4 2019Q3 20235
MONEY CONCEPTS CAPITAL CORP 550.00%0.00%0.00%Q4 2021Q4 20225
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.01%Q3 2020Q3 20235
Gupta Wealth Management LLC 550.00%0.00%0.00%Q1 2015Q1 20165
Ranger Investment Management 550.18%0.18%0.19%Q4 2018Q4 20195
Caprock Group, LLC 550.03%0.03%0.04%Q1 2022Q1 20235
MERIDIAN MANAGEMENT CO 550.11%0.12%0.12%Q1 2021Q1 20225
Evercore Wealth Management, LLC 550.00%0.00%0.00%Q4 2015Q4 20165
PATHSTONE FAMILY OFFICE, LLC 320.00%0.01%0.01%Q3 2020Q4 20225
SEI INVESTMENTS CO 210.00%0.00%0.00%Q4 2015Q1 20185
Legacy Bridge, LLC 550.16%0.17%0.20%Q4 2018Q4 20195
Claro Advisors LLC 550.07%0.08%0.08%Q2 2022Q2 20235
NATIXIS ADVISORS, L.P. 550.01%0.02%0.04%Q2 2013Q2 20145
Capital Bank & Trust Co 550.00%0.00%0.00%Q2 2018Q2 20195
TWO SIGMA SECURITIES, LLC 310.00%0.08%0.33%Q3 2015Q1 20195
D.A. DAVIDSON & CO. 320.00%0.00%0.00%Q3 2013Q1 20175
TRUST CO OF VIRGINIA /VA 550.02%0.02%0.02%Q1 2021Q1 20225
FIDUCIARY MANAGEMENT ASSOCIATES LLC 550.14%0.16%0.18%Q2 2013Q2 20145
C2C Wealth Management, LLC 550.06%0.06%0.06%Q4 2021Q4 20225
1st Global Advisors, Inc. 320.04%0.06%0.09%Q1 2014Q2 20155
Argentus Capital Management, LLC 550.00%0.00%0.00%Q3 2015Q3 20165
Valeo Financial Advisors, LLC 550.00%0.00%0.00%Q2 2019Q2 20205
Oakworth Capital, Inc. 550.03%0.03%0.03%Q2 2017Q2 20185
Stratos Wealth Advisors, LLC 320.02%0.19%0.37%Q1 2019Q3 20215
Secure Asset Management, LLC 410.12%0.15%0.18%Q2 2020Q3 20215
Hefty Wealth Partners 320.02%0.04%0.06%Q4 2016Q1 20185
Veritable, L.P. 550.00%0.01%0.01%Q4 2012Q4 20135
Advisory Alpha, LLC 310.00%0.00%0.01%Q1 2019Q3 20205
AMERIPRISE FINANCIAL INC 410.00%0.00%0.00%Q2 2013Q3 20185
Procyon Advisors, LLC 410.02%0.07%0.10%Q4 2019Q1 20225
Arkadios Wealth Advisors 550.00%0.02%0.02%Q3 2020Q3 20215
US FINANCIAL ADVISORS, LLC 550.02%0.04%0.07%Q4 2014Q4 20155
KCM INVESTMENT ADVISORS LLC 550.04%0.05%0.05%Q2 2014Q2 20155
JAMES INVESTMENT RESEARCH INC 320.00%0.00%0.00%Q2 2013Q2 20215
UNITED BANK, INC. 550.11%0.14%0.15%Q2 2013Q2 20145
TIAA, FSB 550.00%0.00%0.00%Q2 2022Q2 20235
WESBANCO BANK INC 310.01%0.01%0.01%Q3 2021Q3 20235
AVIANCE CAPITAL MANAGEMENT, LLC 550.01%0.03%0.05%Q3 2015Q3 20165
CUMBERLAND ADVISORS INC 411.92%2.88%3.68%Q1 2018Q3 20235
Jane Street Holding, LLC 330.01%0.01%0.04%Q2 2013Q4 20135
Element Wealth, LLC 550.01%0.01%0.01%Q3 2021Q3 20225
IBERIABANK CORP 210.02%0.03%0.04%Q3 2017Q1 20195
Belpointe Asset Management LLC 550.00%0.01%0.01%Q1 2022Q1 20235
Rehmann Capital Advisory Group 320.02%0.04%0.05%Q1 2018Q2 20195
MACKENZIE FINANCIAL CORP 440.00%0.01%0.02%Q2 2018Q1 20194
OPPENHEIMER & CO INC 210.01%0.01%0.01%Q4 2013Q3 20164
Kernodle & Katon Asset Management Group, LLC 440.01%0.02%0.02%Q4 2015Q3 20164
DRIEHAUS CAPITAL MANAGEMENT LLC 310.01%0.01%0.02%Q3 2015Q2 20174
Horrell Capital Management, Inc. 440.01%0.01%0.01%Q2 2013Q1 20144
BB&T SECURITIES, LLC 440.03%0.05%0.07%Q1 2014Q4 20144
FIRST MANHATTAN CO. LLC. 310.00%0.00%0.00%Q1 2020Q3 20234
Vestpro Financial Partners, Inc. dba CPF Texas 440.08%0.14%0.28%Q4 2017Q3 20184
HM PAYSON & CO 310.00%0.00%0.00%Q1 2021Q1 20224
Wagner Wealth Management, LLC 440.00%0.03%0.09%Q1 2021Q4 20214
Avior Wealth Management, LLC 220.00%0.01%0.03%Q1 2016Q2 20184
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
RIVERSVILLE CAPITAL, INC. 440.03%0.06%0.15%Q2 2013Q1 20144
MACROVIEW INVESTMENT MANAGEMENT LLC 440.00%0.00%0.01%Q3 2018Q2 20194
Legacy Financial Group LLC 310.12%0.48%0.70%Q4 2020Q3 20234
MANUFACTURERS LIFE INSURANCE COMPANY, THE 210.00%0.00%0.00%Q4 2015Q4 20174
CAPSTONE INVESTMENT ADVISORS, LLC 310.00%0.01%0.01%Q4 2019Q2 20214
BRIDGES INVESTMENT MANAGEMENT INC 440.06%0.07%0.09%Q2 2018Q1 20194
Corient Private Wealth LLC 440.05%0.07%0.11%Q4 2022Q3 20234
Ahrens Investment Partners LLC 210.01%0.06%0.12%Q4 2020Q1 20224
BOKF, NA 310.00%0.01%0.01%Q2 2015Q3 20174
Baystate Wealth Management LLC 440.00%0.00%0.00%Q2 2022Q1 20234
ALLIANCEBERNSTEIN L.P. 440.00%0.00%0.00%Q2 2014Q1 20154
TELEMUS CAPITAL, LLC 441.28%2.35%3.25%Q3 2013Q2 20144
Archer Investment Corp 440.02%0.02%0.03%Q4 2018Q3 20194
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Jefferies Group LLC 110.00%0.03%0.08%Q4 2013Q2 20184
MBM Wealth Consultants, LLC 440.49%0.51%0.52%Q4 2018Q3 20194
Bartlett & Co. LLC 440.00%0.00%0.00%Q1 2023Q4 20234
Gradient Capital Advisors, LLC 440.09%0.10%0.11%Q2 2021Q1 20224
NORTHWEST INVESTMENT COUNSELORS, LLC 210.01%0.01%0.02%Q3 2020Q1 20224
D'Orazio & Associates, Inc. 310.00%0.00%0.00%Q2 2017Q1 20204
Weatherstone Capital Management 310.05%0.16%0.22%Q3 2017Q1 20194
M&R CAPITAL MANAGEMENT INC 440.01%0.01%0.01%Q4 2022Q3 20234
L.M. KOHN & COMPANY 210.08%0.09%0.10%Q1 2022Q2 20234
New England Private Wealth Advisors LLC 440.10%0.11%0.12%Q4 2013Q3 20144
Trellis Advisors, LLC 440.10%0.11%0.12%Q1 2021Q4 20214
EP Wealth Advisors, LLC 310.01%0.01%0.02%Q3 2019Q4 20204
TWO SIGMA INVESTMENTS, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Prospera Financial Services Inc 110.00%0.09%0.25%Q4 2013Q1 20224
Omega Financial Group, LLC 440.14%0.15%0.16%Q1 2019Q4 20194
WEST CHESTER CAPITAL ADVISORS, INC 330.14%0.15%0.16%Q2 2013Q4 20133
BRINKER CAPITAL INC 110.01%0.01%0.02%Q4 2018Q1 20203
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 330.03%0.04%0.04%Q2 2021Q4 20213
SIENA CAPITAL LLC 330.02%0.03%0.03%Q1 2022Q3 20223
Kovack Advisors, Inc. 331.12%2.35%4.20%Q3 2013Q1 20143
NAPLES GLOBAL ADVISORS, LLC 330.03%0.03%0.03%Q1 2021Q3 20213
Merriman Wealth Management, LLC 331.55%1.63%1.71%Q1 2018Q3 20183
CCM INVESTMENT ADVISERS LLC 330.02%0.02%0.02%Q1 2014Q3 20143
Graves Light Lenhart Wealth, Inc. 330.16%0.17%0.17%Q4 2018Q2 20193
FolioMetrix LLC 330.31%0.35%0.39%Q4 2014Q2 20153
LINCOLN NATIONAL CORP 110.01%0.04%0.05%Q3 2018Q4 20213
Lapides Asset Management, LLC 330.12%0.19%0.23%Q1 2017Q3 20173
Ameritas Investment Company, LLC 110.00%0.01%0.01%Q3 2019Q1 20213
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
Monument Capital Management 330.00%0.00%0.00%Q1 2018Q3 20183
Smith & Howard Wealth Management, LLC 330.01%0.01%0.01%Q2 2013Q4 20133
Stillwater Capital Advisors, LLC 330.07%0.11%0.14%Q4 2013Q2 20143
O'Connor Financial Group LLC 330.50%1.27%2.69%Q1 2023Q3 20233
Noble Family Wealth, LLC 330.97%1.08%1.18%Q1 2023Q3 20233
Alpha Cubed Investments, LLC 330.03%0.03%0.03%Q2 2019Q4 20193
Destination Wealth Management 330.01%0.01%0.01%Q1 2018Q3 20183
SHEPHERD KAPLAN KROCHUK, LLC 110.03%0.04%0.05%Q3 2013Q3 20143
New England Capital Financial Advisors LLC 330.29%0.30%0.31%Q4 2022Q2 20233
CONDOR CAPITAL MANAGEMENT 330.46%0.48%0.50%Q2 2013Q4 20133
BALASA DINVERNO & FOLTZ LLC 330.66%0.74%0.87%Q1 2022Q3 20223
RAYMOND JAMES TRUST N.A. 210.03%0.03%0.04%Q1 2014Q4 20143
B&D White Capital Company, LLC 210.08%0.09%0.12%Q3 2021Q3 20233
First Ascent Asset Management, LLC 330.21%0.23%0.27%Q4 2019Q2 20203
Orca Investment Management, LLC 330.97%1.02%1.06%Q4 2016Q2 20173
FundX Investment Group, LLC 330.21%0.67%1.41%Q3 2013Q1 20143
Cetera Investment Advisers 210.00%0.00%0.00%Q4 2021Q3 20233
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
Sparta 24 Ltd. 333.00%12.20%17.42%Q1 2023Q3 20233
LEVEL FOUR ADVISORY SERVICES, LLC 210.02%0.02%0.03%Q3 2018Q2 20193
Robinson Value Management, Ltd. 330.22%0.22%0.23%Q4 2016Q2 20173
REINHART PARTNERS, LLC. 210.02%0.03%0.04%Q3 2013Q1 20153
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
1834 INVESTMENT ADVISORS CO 330.00%0.00%0.00%Q4 2017Q2 20183
KARLINSKI ANDREW C 330.01%0.01%0.01%Q4 2021Q2 20223
Spectrum Asset Management, Inc. (NB/CA) 332.30%2.47%2.60%Q4 2014Q2 20153
LANDAAS & CO /WI /ADV 210.06%0.06%0.06%Q3 2017Q2 20183
WealthPLAN Partners, LLC 210.00%0.01%0.01%Q2 2016Q1 20173
Bogart Wealth, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
SMITH SHELLNUT WILSON LLC /ADV 330.02%0.02%0.02%Q1 2021Q3 20213
ARMSTRONG ADVISORY GROUP, INC 330.00%0.00%0.00%Q4 2022Q2 20233
Tilson Financial Group, Inc. 210.17%0.18%0.19%Q4 2022Q3 20233
Forward Management, LLC 330.00%0.00%0.00%Q2 2017Q4 20173
Wealth Quarterback LLC 220.01%0.01%0.01%Q4 2019Q1 20202
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 220.19%0.30%0.42%Q2 2013Q3 20132
BOYS ARNOLD & CO INC 220.03%0.04%0.04%Q1 2017Q2 20172
Equitable Holdings, Inc. 220.01%0.01%0.01%Q4 2019Q1 20202
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
QUANTUM CAPITAL MANAGEMENT 220.00%0.00%0.00%Q3 2013Q4 20132
FLAGSHIP HARBOR ADVISORS, LLC 220.01%0.01%0.02%Q2 2018Q3 20182
Mesirow Financial Investment Management, Inc. 220.08%0.08%0.08%Q4 2020Q1 20212
Oak Point Wealth Management 220.31%0.32%0.33%Q4 2017Q1 20182
UBS OCONNOR LLC 220.04%0.08%0.11%Q3 2015Q4 20152
INNEALTA CAPITAL, LLC 220.13%0.14%0.14%Q4 2018Q1 20192
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2014Q4 20142
CIBC Private Wealth Group, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
TWO SIGMA ADVISERS, LP 110.00%0.00%0.00%Q1 2023Q3 20232
Copperwynd Financial, LLC 221.59%1.87%2.16%Q1 2018Q2 20182
GUGGENHEIM CAPITAL LLC 220.00%0.00%0.00%Q3 2013Q4 20132
Forum Financial Management, LP 220.01%0.01%0.01%Q2 2023Q3 20232
Apriem Advisors 110.02%0.02%0.02%Q1 2017Q2 20182
L & S Advisors Inc 220.03%0.03%0.03%Q4 2021Q1 20222
FLAGSTAR ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20222
Integrated Wealth Management 110.00%0.02%0.04%Q1 2015Q3 20162
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Lion Street Advisors, LLC 110.37%0.53%0.69%Q1 2020Q3 20202
USCA RIA LLC 220.53%0.54%0.54%Q1 2021Q2 20212
OLD MISSION CAPITAL LLC 110.05%0.11%0.16%Q1 2021Q2 20222
Peoples Bank/KS 220.34%0.41%0.48%Q3 2023Q4 20232
BlackRock Inc. 220.00%0.00%0.00%Q2 2016Q3 20162
Truvestments Capital LLC 220.04%0.04%0.04%Q1 2019Q2 20192
Lido Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Fulcrum Equity Management 220.90%0.91%0.91%Q1 2021Q2 20212
Retirement Planning Co of New England, Inc. 220.11%0.11%0.12%Q4 2021Q1 20222
Bristlecone Advisors, LLC 110.00%0.01%0.02%Q3 2017Q1 20232
Busey Bank 220.04%0.04%0.04%Q1 2018Q2 20182
HUNTINGTON NATIONAL BANK 220.00%0.00%0.00%Q1 2009Q2 20092
COMERICA BANK 110.00%0.00%0.00%Q1 2014Q3 20232
Newbridge Financial Services Group, Inc. 220.03%0.03%0.03%Q1 2021Q2 20212
U.S. Capital Wealth Advisors, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
Advisors Preferred, LLC 221.04%2.17%3.30%Q4 2013Q1 20142
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
AFT, FORSYTH & COMPANY, INC. 220.04%0.04%0.04%Q2 2013Q3 20132
NVWM, LLC 110.10%0.13%0.15%Q1 2021Q2 20222
Private Advisory Group LLC 220.16%0.16%0.17%Q2 2023Q3 20232
Hudock, Inc. 220.00%0.00%0.00%Q3 2014Q4 20142
WEALTHCARE CAPITAL MANAGEMENT LLC 220.00%0.01%0.01%Q1 2015Q2 20152
Realta Investment Advisors 220.00%0.00%0.01%Q3 2022Q4 20222
Belvedere Trading LLC 220.19%0.21%0.24%Q1 2021Q2 20212
SENTINEL TRUST CO LBA 220.17%0.22%0.28%Q2 2023Q3 20232
Nuveen Asset Management, LLC 220.01%0.01%0.01%Q3 2018Q4 20182
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.01%Q2 2020Q4 20222
LEUTHOLD GROUP, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
GFG Capital, LLC 220.20%0.22%0.24%Q4 2021Q1 20222
CREDIT SUISSE AG/ 110.00%0.00%0.01%Q1 2014Q1 20152
Meristem Family Wealth, LLC 220.06%0.06%0.06%Q3 2021Q4 20212
Verition Fund Management LLC 110.01%0.03%0.05%Q3 2015Q1 20192
Sonora Investment Management, LLC 110.00%0.00%0.00%Q2 2017Q4 20182
FIRST MIDWEST BANK TRUST DIVISION 220.03%0.03%0.03%Q4 2018Q1 20192
Western Pacific Wealth Management, LP 220.11%0.11%0.11%Q4 2021Q1 20222
Manifold Partners, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.04%0.06%0.09%Q1 2017Q1 20222
Bridgewater Advisors Inc. 220.10%0.11%0.12%Q2 2021Q3 20212
First Allied Asset Management, Inc. 220.44%0.47%0.49%Q2 2014Q3 20142
Aspen Grove Capital, LLC 220.10%0.12%0.13%Q2 2023Q3 20232
Jacobi Capital Management LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Kerntke Otto McGlone Wealth Management Group 110.04%0.04%0.04%Q4 2022Q4 20221
McKinley Carter Wealth Services, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Omnia Family Wealth, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Capstone Investment Advisors (Netherlands), B.V. 112.45%2.45%2.45%Q4 2016Q4 20161
EFG Asset Management (Americas) Corp. 110.10%0.10%0.10%Q4 2014Q4 20141
Tempus Wealth Planning, LLC 110.12%0.12%0.12%Q2 2023Q2 20231
Samalin Investment Counsel, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
LEVIN CAPITAL STRATEGIES, L.P. 110.03%0.03%0.03%Q2 2015Q2 20151
Penserra Capital Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Willow Street Advisors LLC 110.38%0.38%0.38%Q2 2013Q2 20131
Horan Securities, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Sowell Financial Services LLC 110.07%0.07%0.07%Q4 2016Q4 20161
Your Advocates Ltd., LLP 110.01%0.01%0.01%Q3 2023Q3 20231
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q3 2017Q3 20171
CreativeOne Wealth, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Michelson Medical Research Foundation, Inc. 112.39%2.39%2.39%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Legacy Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
BELLEVUE ASSET MANAGEMENT, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Hefren-Tillotson, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Spectrum Management Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
MUNDER CAPITAL MANAGEMENT 110.03%0.03%0.03%Q4 2013Q4 20131
GREENWOOD CAPITAL ASSOCIATES LLC 110.07%0.07%0.07%Q4 2019Q4 20191
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.07%0.07%0.07%Q1 2021Q1 20211
Boston Partners 110.00%0.00%0.00%Q4 2013Q4 20131
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q2 2022Q2 20221
Sandy Spring Bank 110.00%0.00%0.00%Q4 2014Q4 20141
FIRST FINANCIAL EQUITY CORPORATION 110.57%0.57%0.57%Q1 2017Q1 20171
HRT FINANCIAL LP 110.02%0.02%0.02%Q1 2021Q1 20211
Cornerstone Wealth Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 110.07%0.07%0.07%Q4 2013Q4 20131
Calamos Advisors LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Price Capital Management, Inc. 114.31%4.31%4.31%Q1 2015Q1 20151
Founders Financial Alliance, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
Transform Wealth, LLC 110.06%0.06%0.06%Q2 2019Q2 20191
Glovista Investments LLC 110.87%0.87%0.87%Q4 2014Q4 20141
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
GFS Private Wealth, LLC 112.58%2.58%2.58%Q4 2017Q4 20171
THB ASSET MANAGEMENT 110.05%0.05%0.05%Q3 2013Q3 20131
Valmark Advisers, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Executive Wealth Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
JSF Financial, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
PERSONAL FINANCIAL CONSULTANTS INC /ADV 110.57%0.57%0.57%Q3 2018Q3 20181
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Rather & Kittrell, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
Osbon Capital Management LLC 110.29%0.29%0.29%Q2 2019Q2 20191
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Portfolio Strategies, Inc. 113.26%3.26%3.26%Q1 2021Q1 20211
PNC Managed Account Solutions, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
FCG ADVISORS, LLC 110.10%0.10%0.10%Q3 2020Q3 20201
Ellevest, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
ADVISORY RESEARCH INC 110.05%0.05%0.05%Q3 2022Q3 20221
Founders Capital Management 110.00%0.00%0.00%Q4 2018Q4 20181
Nachman Norwood & Parrott, Inc 110.06%0.06%0.06%Q1 2020Q1 20201
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Invesco Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
Plante Moran Financial Advisors, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
McNamara Financial Services, Inc. 110.18%0.18%0.18%Q4 2014Q4 20141
Gladstone Institutional Advisory LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Proficio Capital Partners LLC 110.01%0.01%0.01%Q4 2016Q4 20161
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q2 2016Q2 20161
SteelBridge Private Wealth Advisors LLC 110.47%0.47%0.47%Q2 2017Q2 20171
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 110.01%0.01%0.01%Q1 2020Q1 20201
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q4 2021Q4 20211
Advisor Resource Council 110.03%0.03%0.03%Q2 2021Q2 20211
Foundations Investment Advisors, LLC 110.12%0.12%0.12%Q2 2018Q2 20181
Telemus Investment Management, LLC 110.54%0.54%0.54%Q2 2013Q2 20131
Avalon Investment & Advisory 110.01%0.01%0.01%Q2 2018Q2 20181
MOTCO 110.00%0.00%0.00%Q4 2021Q4 20211
Mystic Asset Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
COUNTRY TRUST BANK 110.01%0.01%0.01%Q2 2015Q2 20151
AVALON CAPITAL MANAGEMENT 111.57%1.57%1.57%Q2 2016Q2 20161
Shore Point Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
RPg Family Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Financial Sense Advisors, Inc. 110.16%0.16%0.16%Q4 2014Q4 20141
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
HUTCHENS INVESTMENT MANAGEMENT INC 110.18%0.18%0.18%Q4 2014Q4 20141
DOLIVER ADVISORS, LP 110.10%0.10%0.10%Q4 2023Q4 20231
LEAVELL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2010Q2 20101
TRUE Private Wealth Advisors 110.06%0.06%0.06%Q2 2021Q2 20211
WFA of San Diego, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q2 2017Q2 20171
Voya Financial Advisors, Inc. 110.25%0.25%0.25%Q1 2015Q1 20151
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Integrated Wealth Concepts LLC 110.01%0.01%0.01%Q2 2021Q2 20211
PROVENCE WEALTH MANAGEMENT GROUP 110.03%0.03%0.03%Q3 2023Q3 20231
Bell Rock Capital LLC 111.08%1.08%1.08%Q2 2022Q2 20221
Trexquant Investment LP 110.02%0.02%0.02%Q4 2021Q4 20211
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
PANAGORA ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
KRS Capital Management, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
TBH Global Asset Management, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
FOUNDERS BANK & TRUST 110.00%0.00%0.00%Q4 2013Q4 20131
AFAM CAPITAL, INC. 110.23%0.23%0.23%Q4 2016Q4 20161
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Indiana Trust & Investment Management CO 110.74%0.74%0.74%Q3 2023Q3 20231
BAILARD, INC. 110.01%0.01%0.01%Q2 2021Q2 20211
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
First Capital Advisors Group, LLC. 110.02%0.02%0.02%Q1 2018Q1 20181
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
BBVA USA Bancshares, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q1 2022Q1 20221
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Taylor & Morgan Wealth Management, LLC 113.49%3.49%3.49%Q4 2021Q4 20211
ROPES WEALTH ADVISORS LLC 110.02%0.02%0.02%Q4 2020Q4 20201
SUNTRUST BANKS INC 110.00%0.00%0.00%Q3 2019Q3 20191
Compass Ion Advisors, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Golden State Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Fortune 45 LLC 110.22%0.22%0.22%Q4 2021Q4 20211
Mill Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Financial Connections Group, Inc. 110.02%0.02%0.02%Q2 2022Q2 20221
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q1 2022Q1 20221
MYCIO WEALTH PARTNERS, LLC 110.06%0.06%0.06%Q3 2015Q3 20151
Autus Asset Management, LLC 110.06%0.06%0.06%Q4 2015Q4 20151
Parkside Financial Bank & Trust 110.01%0.01%0.01%Q2 2019Q2 20191
Squar Milner Financial Services LLC 110.13%0.13%0.13%Q2 2018Q2 20181
Balboa Wealth Partners 110.31%0.31%0.31%Q1 2023Q1 20231
Angeles Investment Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
External links

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