ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1320.00%0.00%0.01%Q2 2013Q3 202345
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
SPC Financial, Inc. 42420.03%0.12%2.19%Q2 2013Q3 202342
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
LPL Financial LLC 2580.00%0.00%0.01%Q3 2013Q3 202233
CITIGROUP INC 33330.00%0.00%0.00%Q2 2013Q2 202133
Ballentine Partners, LLC 32320.01%0.02%0.03%Q4 2015Q3 202332
JAMES INVESTMENT RESEARCH INC 2920.00%0.00%0.01%Q2 2013Q4 202231
Tradewinds Capital Management, LLC 31310.00%0.01%0.01%Q3 2014Q1 202231
ENVESTNET ASSET MANAGEMENT INC 2910.00%0.00%0.02%Q1 2015Q3 202230
RAYMOND JAMES & ASSOCIATES 2910.00%0.00%0.01%Q2 2015Q3 202330
BENJAMIN F. EDWARDS & COMPANY, INC. 20100.00%0.08%0.34%Q2 2013Q3 202330
Tower Research Capital LLC (TRC) 810.00%0.00%0.01%Q3 2013Q2 202329
Transamerica Financial Advisors, Inc. 29290.00%0.02%0.06%Q3 2016Q3 202329
PRIVATE TRUST CO NA 2710.00%0.10%0.14%Q1 2015Q3 202328
JANE STREET GROUP, LLC 1210.00%0.01%0.02%Q2 2014Q3 202327
AXA S.A. 26260.00%0.01%0.01%Q2 2013Q3 201926
WEATHERLY ASSET MANAGEMENT L. P. 26260.05%0.36%0.56%Q2 2017Q3 202326
FMR LLC 2120.00%0.00%0.00%Q2 2015Q3 202326
Global Retirement Partners, LLC 2060.00%0.05%0.15%Q4 2016Q2 202326
SG Americas Securities, LLC 1120.00%0.01%0.02%Q2 2013Q1 202125
IFP Advisors, Inc 1440.00%0.00%0.02%Q4 2015Q4 202224
TIEDEMANN ADVISORS, LLC 24240.02%0.04%0.05%Q4 2017Q3 202324
FIFTH THIRD BANCORP 2220.00%0.00%0.00%Q2 2013Q4 201924
Steward Partners Investment Advisory, LLC 1860.00%0.00%0.00%Q2 2017Q3 202324
WEALTHSOURCE PARTNERS, LLC 1940.02%0.06%0.10%Q2 2016Q1 202223
Water Oak Advisors LLC 1810.11%1.45%8.90%Q2 2014Q3 202022
AMG National Trust Bank 11100.05%0.16%0.38%Q2 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
GOLDMAN SACHS GROUP INC 720.00%0.00%0.00%Q2 2013Q1 202119
INNEALTA CAPITAL, LLC 19190.37%1.76%3.48%Q4 2018Q2 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
JPMORGAN CHASE & CO 710.00%0.00%0.00%Q2 2013Q3 202318
US BANCORP \DE\ 1320.00%0.00%0.00%Q2 2013Q2 202318
NewSquare Capital LLC 1350.00%0.20%0.49%Q3 2016Q2 202218
WEST PACES ADVISORS INC. 18180.01%0.01%0.02%Q3 2017Q4 202118
AMERIPRISE FINANCIAL INC 610.00%0.00%0.00%Q2 2013Q4 202117
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1610.00%0.00%0.01%Q1 2014Q4 201817
Equitable Holdings, Inc. 16160.01%0.02%0.03%Q4 2019Q3 202316
Marotta Asset Management 1331.18%1.66%1.97%Q4 2019Q4 202316
Avondale Wealth Management 16160.08%0.22%0.38%Q4 2017Q3 202116
LADENBURG THALMANN FINANCIAL SERVICES INC. 16160.00%0.00%0.00%Q1 2016Q4 201916
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
STIFEL FINANCIAL CORP 810.00%0.01%0.02%Q1 2014Q4 201915
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
Retirement Group, LLC 1410.00%0.00%0.00%Q4 2019Q3 202315
OLD MISSION CAPITAL LLC 610.01%0.06%0.18%Q4 2014Q1 202315
Royal Fund Management, LLC 14140.00%0.00%0.00%Q4 2016Q1 202014
PNC FINANCIAL SERVICES GROUP, INC. 810.00%0.00%0.00%Q3 2014Q3 202313
CIBC Asset Management Inc 1110.02%0.05%0.06%Q3 2016Q3 201912
MILLENNIUM MANAGEMENT LLC 810.00%0.00%0.00%Q1 2017Q3 202312
CX Institutional 610.00%0.25%0.79%Q3 2018Q3 202312
CIBC WORLD MARKET INC. 910.00%0.00%0.01%Q2 2013Q2 201812
NEXT Financial Group, Inc 520.00%0.01%0.02%Q3 2014Q1 202011
Virtu KCG Holdings LLC 410.00%0.01%0.03%Q3 2013Q4 201611
Citadel Advisors 310.00%0.00%0.00%Q1 2017Q3 202311
Jasper Ridge Partners, L.P. 11110.15%0.28%0.46%Q1 2021Q3 202311
Gemmer Asset Management LLC 520.00%0.05%0.21%Q1 2014Q2 201711
Creative Planning 830.00%0.00%0.00%Q2 2013Q2 201711
Plante Moran Financial Advisors, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 11110.08%0.09%0.09%Q3 2018Q1 202111
4Thought Financial Group Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
Raymond James Financial Services Advisors, Inc. 610.00%0.03%0.06%Q2 2013Q1 202110
American Portfolios Advisors 10100.00%0.00%0.00%Q2 2020Q3 202210
Capital Planning Advisors, LLC 10101.02%1.29%1.56%Q4 2018Q1 202110
Bank Julius Baer & Co. Ltd, Zurich 10100.01%0.02%0.09%Q1 2020Q2 202210
Marks Group Wealth Management, Inc 10100.06%0.38%0.56%Q4 2019Q1 202210
ADVANTAGE INVESTMENT MANAGEMENT, LLC 990.00%0.00%0.00%Q2 2016Q2 20189
Hoxton Financial, Inc. 990.06%0.08%0.16%Q2 2013Q2 20159
OneDigital Investment Advisors LLC 990.00%0.01%0.02%Q2 2017Q2 20199
MSI Financial Services Inc 810.00%0.00%0.00%Q2 2013Q4 20169
D'Orazio & Associates, Inc. 990.00%0.00%0.01%Q4 2013Q4 20159
MGO ONE SEVEN LLC 810.03%0.11%0.21%Q1 2018Q2 20219
WESTPORT RESOURCES MANAGEMENT INC 990.00%0.00%0.00%Q2 2013Q2 20159
1st Global Advisors, Inc. 990.18%0.21%0.24%Q2 2013Q2 20159
OLD DOMINION CAPITAL MANAGEMENT INC 992.56%3.46%3.86%Q2 2013Q2 20159
Laffer Tengler Investments, Inc. 990.75%0.90%1.13%Q2 2013Q2 20159
TD Waterhouse Canada Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
Manchester Capital Management LLC 880.03%0.04%0.05%Q1 2014Q4 20158
PICTET BANK & TRUST Ltd 710.07%0.13%0.16%Q4 2013Q3 20168
Solstein Capital, LLC 880.11%0.37%0.63%Q4 2019Q3 20218
AFAM CAPITAL, INC. 770.29%0.52%0.67%Q3 2016Q1 20187
SYNOVUS FINANCIAL CORP 520.00%0.01%0.01%Q2 2013Q1 20167
Financial Enhancement Group LLC 770.00%0.00%0.00%Q1 2018Q3 20197
Shamrock Asset Management LLC 770.01%0.26%1.75%Q3 2016Q1 20187
Geneos Wealth Management Inc. 510.00%0.00%0.00%Q3 2016Q3 20186
DAVENPORT & Co LLC 310.00%0.01%0.01%Q2 2017Q4 20206
First Horizon Advisors, Inc. 510.00%0.05%0.14%Q3 2014Q3 20176
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
ZACKS INVESTMENT MANAGEMENT 410.01%0.02%0.05%Q2 2013Q2 20236
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 660.00%0.00%0.00%Q4 2019Q1 20216
Gateway Advisory, LLC 330.07%0.54%1.30%Q2 2013Q3 20176
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
CREDIT SUISSE AG/ 420.00%0.00%0.00%Q2 2014Q4 20156
Crabel Capital Management, LLC 310.11%0.16%0.23%Q4 2017Q3 20196
TORONTO DOMINION BANK 660.00%0.00%0.01%Q2 2017Q3 20186
Eagle Bay Advisors LLC 320.06%0.09%0.15%Q2 2021Q3 20225
V Wealth Advisors LLC 410.10%0.11%0.12%Q1 2019Q4 20205
NEW ENGLAND SECURITIES CORP /MA/ 550.00%0.01%0.01%Q4 2013Q4 20145
Chevy Chase Trust Holdings, LLC 550.00%0.00%0.00%Q1 2014Q1 20155
ACADIAN ASSET MANAGEMENT LLC 410.00%0.00%0.00%Q1 2018Q2 20205
KING LUTHER CAPITAL MANAGEMENT CORP 550.00%0.01%0.01%Q2 2013Q2 20145
EATON VANCE MANAGEMENT 550.00%0.00%0.00%Q4 2020Q4 20215
RWA WEALTH PARTNERS, LLC 410.03%0.27%0.44%Q1 2018Q4 20195
MML INVESTORS SERVICES, LLC 210.00%0.01%0.04%Q2 2017Q4 20205
ExodusPoint Capital Management, LP 440.00%0.00%0.00%Q2 2021Q1 20224
Sargent Bickham Lagudis LLC 440.00%0.00%0.00%Q1 2020Q4 20204
D.A. DAVIDSON & CO. 440.00%0.00%0.00%Q3 2016Q2 20174
Biondo Investment Advisors, LLC 310.06%0.55%0.73%Q4 2016Q4 20174
Independent Portfolio Consultants, Inc. 440.00%0.16%0.62%Q2 2016Q1 20174
Sensato Investors LLC 440.38%1.13%1.46%Q1 2019Q4 20194
Cambridge Investment Research Advisors, Inc. 440.01%0.01%0.02%Q1 2022Q4 20224
NIEMANN CAPITAL MANAGEMENT INC 310.36%1.94%2.53%Q1 2016Q4 20194
BANK OF MONTREAL /CAN/ 210.00%0.00%0.01%Q2 2013Q3 20234
COOKSON PEIRCE & CO INC 440.06%0.08%0.08%Q1 2016Q4 20164
ETF MANAGERS GROUP, LLC 440.00%0.00%0.00%Q3 2018Q2 20194
Placemark Investments, Inc. 210.01%0.01%0.01%Q2 2013Q4 20143
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
UNITED CAPITAL FINANCIAL ADVISORS, LLC 330.04%0.04%0.04%Q1 2016Q3 20163
Korea Investment CORP 330.01%0.01%0.02%Q1 2016Q3 20163
HAYS ADVISORY LLC 331.36%1.48%1.58%Q3 2016Q1 20173
Clark Capital Management Group, Inc. 330.26%0.38%0.58%Q1 2016Q3 20163
FLAGSHIP HARBOR ADVISORS, LLC 210.00%0.00%0.01%Q2 2018Q2 20203
Tidal Investments LLC 330.01%0.01%0.01%Q3 2022Q1 20233
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
Sunbelt Securities, Inc. 330.00%0.01%0.03%Q1 2023Q3 20233
CWM, LLC 330.00%0.00%0.00%Q2 2018Q4 20183
BENJAMIN EDWARDS INC 330.02%0.02%0.02%Q1 2020Q3 20203
Sepio Capital, LP 210.05%0.07%0.11%Q3 2020Q1 20233
CAMBRIDGE TRUST CO 330.00%0.00%0.00%Q4 2021Q2 20223
NewEdge Advisors, LLC 210.00%0.01%0.02%Q2 2017Q4 20223
Hexavest Inc. 330.00%0.00%0.00%Q4 2014Q2 20153
Jane Street Holding, LLC 330.01%0.01%0.01%Q2 2013Q4 20133
Brandywine Global Investment Management, LLC 330.00%0.00%0.00%Q4 2015Q2 20163
AMERICAN INTERNATIONAL GROUP, INC. 110.00%0.00%0.00%Q1 2014Q4 20153
BAILARD, INC. 210.03%0.04%0.05%Q3 2014Q2 20163
SIMPLEX TRADING, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
Karp Capital Management Corp 220.58%0.76%0.93%Q2 2017Q3 20172
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Cornerstone Wealth Management, LLC 110.06%0.10%0.14%Q1 2017Q2 20182
Vestpro Financial Partners, Inc. dba CPF Texas 110.26%0.28%0.30%Q4 2017Q3 20182
Archford Capital Strategies, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Cavalier Investments, LLC 220.44%0.45%0.47%Q1 2016Q2 20162
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Kalos Management, Inc. 220.32%0.34%0.36%Q4 2015Q1 20162
Country Club Trust Company, n.a. 220.25%0.25%0.25%Q2 2013Q3 20132
Advisory Services Network, LLC 110.00%0.00%0.00%Q4 2019Q2 20212
Virtus Fund Advisers, LLC 220.00%0.00%0.00%Q2 2014Q3 20142
Parallel Advisors, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Genesis Wealth Advisors, LLC 220.08%0.09%0.09%Q4 2014Q1 20152
Aptus Capital Advisors, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
AFFINITY WEALTH MANAGEMENT LLC 220.64%0.67%0.71%Q3 2019Q4 20192
DIXON HUBARD FEINOUR & BROWN INC/VA 220.09%0.09%0.09%Q2 2014Q3 20142
Numeric Investors LLC 220.00%0.00%0.01%Q1 2016Q2 20162
Janney Montgomery Scott LLC 220.01%0.01%0.01%Q3 2013Q4 20132
Baird Financial Group, Inc. 220.01%0.01%0.01%Q2 2016Q3 20162
STIFEL NICOLAUS & CO INC \MO\ 220.03%0.03%0.03%Q2 2013Q3 20132
Argentus Capital Management, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
FLOW TRADERS U.S. LLC 110.01%0.02%0.04%Q3 2022Q3 20232
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
WFG Advisors, LP 220.01%0.01%0.01%Q3 2013Q4 20132
Beacon Harbor Wealth Advisors, Inc. 111.52%1.60%1.69%Q3 2019Q4 20202
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q3 2013Q4 20142
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Prospera Financial Services Inc 220.21%0.24%0.26%Q3 2016Q4 20162
EVERMAY WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2021Q3 20212
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q2 2016Q4 20172
Verition Fund Management LLC 110.00%0.02%0.04%Q1 2014Q4 20192
RHUMBLINE ADVISERS 220.00%0.00%0.00%Q2 2023Q3 20232
J.P. Morgan Private Wealth Advisors LLC 220.04%0.04%0.04%Q2 2013Q3 20132
BAIRD ROBERT W & CO INC /WI/ 110.01%0.01%0.01%Q2 2013Q2 20131
Virtu Financial LLC 110.02%0.02%0.02%Q3 2017Q3 20171
Hefty Wealth Partners 110.56%0.56%0.56%Q4 2017Q4 20171
Ausdal Financial Partners, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q1 20221
Hexagon Capital Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Allworth Financial LP 110.00%0.00%0.00%Q2 2022Q2 20221
COUNTRY TRUST BANK 110.00%0.00%0.00%Q2 2021Q2 20211
Brinker Capital Investments, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
ASSETMARK, INC 110.00%0.00%0.00%Q3 2016Q3 20161
Candriam S.C.A. 110.00%0.00%0.00%Q1 2022Q1 20221
Oak Point Wealth Management 110.25%0.25%0.25%Q4 2017Q4 20171
Stadion Money Management, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Schonfeld Strategic Advisors LLC 110.10%0.10%0.10%Q2 2020Q2 20201
Baker Ellis Asset Management LLC 110.03%0.03%0.03%Q4 2019Q4 20191
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Donald L. Hagan, LLC 110.11%0.11%0.11%Q1 2023Q1 20231
Braver Wealth Management, LLC 110.69%0.69%0.69%Q3 2016Q3 20161
Capital Asset Advisory Services LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Ancora Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Man Group plc 110.01%0.01%0.01%Q3 2018Q3 20181
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Bank of New York Mellon Corp 110.00%0.00%0.00%Q1 2014Q1 20141
Ground Swell Capital, LLC 110.09%0.09%0.09%Q3 2014Q3 20141
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Nuveen Asset Management, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
L.M. KOHN & COMPANY 110.18%0.18%0.18%Q4 2022Q4 20221
Darwin Wealth Management, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Camarda Financial Advisors, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
1832 Asset Management L.P. 110.00%0.00%0.00%Q2 2019Q2 20191
OLD MISSION CAPITAL, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
TRUIST FINANCIAL CORP 110.01%0.01%0.01%Q4 2019Q4 20191
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q4 2019Q4 20191
AVALON CAPITAL MANAGEMENT 110.69%0.69%0.69%Q1 2016Q1 20161
Destination Wealth Management 110.00%0.00%0.00%Q3 2018Q3 20181
XR Securities LLC 110.02%0.02%0.02%Q2 2018Q2 20181
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
RONALD BLUE & CO LLC 110.01%0.01%0.01%Q2 2016Q2 20161
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
McClarren Financial Advisors, Inc. 110.04%0.04%0.04%Q4 2020Q4 20201
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Legacy Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Barrett Asset Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
BAROMETER CAPITAL MANAGEMENT INC. 110.22%0.22%0.22%Q2 2016Q2 20161
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Atria Investments, Inc 110.01%0.01%0.01%Q1 2018Q1 20181
Commonwealth Equity Services, Inc 110.00%0.00%0.00%Q2 2017Q2 20171
ORRSTOWN FINANCIAL SERVICES INC 110.05%0.05%0.05%Q2 2013Q2 20131
Chicago Partners Investment Group LLC 110.19%0.19%0.19%Q4 2019Q4 20191
ENTERPRISE FINANCIAL SERVICES CORP 110.00%0.00%0.00%Q1 2016Q1 20161
Concert Wealth Management Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
XPONANCE, INC. 111.37%1.37%1.37%Q3 2017Q3 20171
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2020Q3 20201
External links

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