Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 45 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
SPC Financial, Inc. | 42 | 42 | 0.03% | 0.12% | 2.19% | Q2 2013 | Q3 2023 | 42 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
LPL Financial LLC | 25 | 8 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2022 | 33 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
Ballentine Partners, LLC | 32 | 32 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 32 |
JAMES INVESTMENT RESEARCH INC | 29 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 31 |
Tradewinds Capital Management, LLC | 31 | 31 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2022 | 31 |
ENVESTNET ASSET MANAGEMENT INC | 29 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2022 | 30 |
RAYMOND JAMES & ASSOCIATES | 29 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 30 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 10 | 0.00% | 0.08% | 0.34% | Q2 2013 | Q3 2023 | 30 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2023 | 29 |
Transamerica Financial Advisors, Inc. | 29 | 29 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 29 |
PRIVATE TRUST CO NA | 27 | 1 | 0.00% | 0.10% | 0.14% | Q1 2015 | Q3 2023 | 28 |
JANE STREET GROUP, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 27 |
AXA S.A. | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 26 |
WEATHERLY ASSET MANAGEMENT L. P. | 26 | 26 | 0.05% | 0.36% | 0.56% | Q2 2017 | Q3 2023 | 26 |
FMR LLC | 21 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 26 |
Global Retirement Partners, LLC | 20 | 6 | 0.00% | 0.05% | 0.15% | Q4 2016 | Q2 2023 | 26 |
SG Americas Securities, LLC | 11 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2021 | 25 |
IFP Advisors, Inc | 14 | 4 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q4 2022 | 24 |
TIEDEMANN ADVISORS, LLC | 24 | 24 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 24 |
FIFTH THIRD BANCORP | 22 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 24 |
Steward Partners Investment Advisory, LLC | 18 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 24 |
WEALTHSOURCE PARTNERS, LLC | 19 | 4 | 0.02% | 0.06% | 0.10% | Q2 2016 | Q1 2022 | 23 |
Water Oak Advisors LLC | 18 | 1 | 0.11% | 1.45% | 8.90% | Q2 2014 | Q3 2020 | 22 |
AMG National Trust Bank | 11 | 10 | 0.05% | 0.16% | 0.38% | Q2 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
GOLDMAN SACHS GROUP INC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 19 |
INNEALTA CAPITAL, LLC | 19 | 19 | 0.37% | 1.76% | 3.48% | Q4 2018 | Q2 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
JPMORGAN CHASE & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 18 |
US BANCORP \DE\ | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 18 |
NewSquare Capital LLC | 13 | 5 | 0.00% | 0.20% | 0.49% | Q3 2016 | Q2 2022 | 18 |
WEST PACES ADVISORS INC. | 18 | 18 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2021 | 18 |
AMERIPRISE FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 17 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 16 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2018 | 17 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Marotta Asset Management | 13 | 3 | 1.18% | 1.66% | 1.97% | Q4 2019 | Q4 2023 | 16 |
Avondale Wealth Management | 16 | 16 | 0.08% | 0.22% | 0.38% | Q4 2017 | Q3 2021 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
STIFEL FINANCIAL CORP | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.01% | 0.06% | 0.18% | Q4 2014 | Q1 2023 | 15 |
Royal Fund Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 13 |
CIBC Asset Management Inc | 11 | 1 | 0.02% | 0.05% | 0.06% | Q3 2016 | Q3 2019 | 12 |
MILLENNIUM MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 12 |
CX Institutional | 6 | 1 | 0.00% | 0.25% | 0.79% | Q3 2018 | Q3 2023 | 12 |
CIBC WORLD MARKET INC. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 12 |
NEXT Financial Group, Inc | 5 | 2 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q1 2020 | 11 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2016 | 11 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 11 |
Jasper Ridge Partners, L.P. | 11 | 11 | 0.15% | 0.28% | 0.46% | Q1 2021 | Q3 2023 | 11 |
Gemmer Asset Management LLC | 5 | 2 | 0.00% | 0.05% | 0.21% | Q1 2014 | Q2 2017 | 11 |
Creative Planning | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 11 |
Plante Moran Financial Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 11 | 11 | 0.08% | 0.09% | 0.09% | Q3 2018 | Q1 2021 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Raymond James Financial Services Advisors, Inc. | 6 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2021 | 10 |
American Portfolios Advisors | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
Capital Planning Advisors, LLC | 10 | 10 | 1.02% | 1.29% | 1.56% | Q4 2018 | Q1 2021 | 10 |
Bank Julius Baer & Co. Ltd, Zurich | 10 | 10 | 0.01% | 0.02% | 0.09% | Q1 2020 | Q2 2022 | 10 |
Marks Group Wealth Management, Inc | 10 | 10 | 0.06% | 0.38% | 0.56% | Q4 2019 | Q1 2022 | 10 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
Hoxton Financial, Inc. | 9 | 9 | 0.06% | 0.08% | 0.16% | Q2 2013 | Q2 2015 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2019 | 9 |
MSI Financial Services Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 9 |
D'Orazio & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2015 | 9 |
MGO ONE SEVEN LLC | 8 | 1 | 0.03% | 0.11% | 0.21% | Q1 2018 | Q2 2021 | 9 |
WESTPORT RESOURCES MANAGEMENT INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
1st Global Advisors, Inc. | 9 | 9 | 0.18% | 0.21% | 0.24% | Q2 2013 | Q2 2015 | 9 |
OLD DOMINION CAPITAL MANAGEMENT INC | 9 | 9 | 2.56% | 3.46% | 3.86% | Q2 2013 | Q2 2015 | 9 |
Laffer Tengler Investments, Inc. | 9 | 9 | 0.75% | 0.90% | 1.13% | Q2 2013 | Q2 2015 | 9 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Manchester Capital Management LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q1 2014 | Q4 2015 | 8 |
PICTET BANK & TRUST Ltd | 7 | 1 | 0.07% | 0.13% | 0.16% | Q4 2013 | Q3 2016 | 8 |
Solstein Capital, LLC | 8 | 8 | 0.11% | 0.37% | 0.63% | Q4 2019 | Q3 2021 | 8 |
AFAM CAPITAL, INC. | 7 | 7 | 0.29% | 0.52% | 0.67% | Q3 2016 | Q1 2018 | 7 |
SYNOVUS FINANCIAL CORP | 5 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 7 |
Financial Enhancement Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Shamrock Asset Management LLC | 7 | 7 | 0.01% | 0.26% | 1.75% | Q3 2016 | Q1 2018 | 7 |
Geneos Wealth Management Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 6 |
DAVENPORT & Co LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2020 | 6 |
First Horizon Advisors, Inc. | 5 | 1 | 0.00% | 0.05% | 0.14% | Q3 2014 | Q3 2017 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
ZACKS INVESTMENT MANAGEMENT | 4 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2023 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Gateway Advisory, LLC | 3 | 3 | 0.07% | 0.54% | 1.30% | Q2 2013 | Q3 2017 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CREDIT SUISSE AG/ | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 6 |
Crabel Capital Management, LLC | 3 | 1 | 0.11% | 0.16% | 0.23% | Q4 2017 | Q3 2019 | 6 |
TORONTO DOMINION BANK | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2018 | 6 |
Eagle Bay Advisors LLC | 3 | 2 | 0.06% | 0.09% | 0.15% | Q2 2021 | Q3 2022 | 5 |
V Wealth Advisors LLC | 4 | 1 | 0.10% | 0.11% | 0.12% | Q1 2019 | Q4 2020 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
Chevy Chase Trust Holdings, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 5 |
ACADIAN ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 5 |
KING LUTHER CAPITAL MANAGEMENT CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
EATON VANCE MANAGEMENT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
RWA WEALTH PARTNERS, LLC | 4 | 1 | 0.03% | 0.27% | 0.44% | Q1 2018 | Q4 2019 | 5 |
MML INVESTORS SERVICES, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q4 2020 | 5 |
ExodusPoint Capital Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Sargent Bickham Lagudis LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
D.A. DAVIDSON & CO. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
Biondo Investment Advisors, LLC | 3 | 1 | 0.06% | 0.55% | 0.73% | Q4 2016 | Q4 2017 | 4 |
Independent Portfolio Consultants, Inc. | 4 | 4 | 0.00% | 0.16% | 0.62% | Q2 2016 | Q1 2017 | 4 |
Sensato Investors LLC | 4 | 4 | 0.38% | 1.13% | 1.46% | Q1 2019 | Q4 2019 | 4 |
Cambridge Investment Research Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
NIEMANN CAPITAL MANAGEMENT INC | 3 | 1 | 0.36% | 1.94% | 2.53% | Q1 2016 | Q4 2019 | 4 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 4 |
COOKSON PEIRCE & CO INC | 4 | 4 | 0.06% | 0.08% | 0.08% | Q1 2016 | Q4 2016 | 4 |
ETF MANAGERS GROUP, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Placemark Investments, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q3 2016 | 3 |
Korea Investment CORP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2016 | 3 |
HAYS ADVISORY LLC | 3 | 3 | 1.36% | 1.48% | 1.58% | Q3 2016 | Q1 2017 | 3 |
Clark Capital Management Group, Inc. | 3 | 3 | 0.26% | 0.38% | 0.58% | Q1 2016 | Q3 2016 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 3 |
Tidal Investments LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2023 | Q3 2023 | 3 |
CWM, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
Sepio Capital, LP | 2 | 1 | 0.05% | 0.07% | 0.11% | Q3 2020 | Q1 2023 | 3 |
CAMBRIDGE TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
NewEdge Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2022 | 3 |
Hexavest Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Brandywine Global Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 3 |
BAILARD, INC. | 2 | 1 | 0.03% | 0.04% | 0.05% | Q3 2014 | Q2 2016 | 3 |
SIMPLEX TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Karp Capital Management Corp | 2 | 2 | 0.58% | 0.76% | 0.93% | Q2 2017 | Q3 2017 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.06% | 0.10% | 0.14% | Q1 2017 | Q2 2018 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.26% | 0.28% | 0.30% | Q4 2017 | Q3 2018 | 2 |
Archford Capital Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.44% | 0.45% | 0.47% | Q1 2016 | Q2 2016 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Kalos Management, Inc. | 2 | 2 | 0.32% | 0.34% | 0.36% | Q4 2015 | Q1 2016 | 2 |
Country Club Trust Company, n.a. | 2 | 2 | 0.25% | 0.25% | 0.25% | Q2 2013 | Q3 2013 | 2 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 2 |
Virtus Fund Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Parallel Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Genesis Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2014 | Q1 2015 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
AFFINITY WEALTH MANAGEMENT LLC | 2 | 2 | 0.64% | 0.67% | 0.71% | Q3 2019 | Q4 2019 | 2 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q3 2014 | 2 |
Numeric Investors LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Janney Montgomery Scott LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Baird Financial Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
WFG Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 1.52% | 1.60% | 1.69% | Q3 2019 | Q4 2020 | 2 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.21% | 0.24% | 0.26% | Q3 2016 | Q4 2016 | 2 |
EVERMAY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 2 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q4 2019 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2017 | Q4 2017 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Candriam S.C.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2017 | Q4 2017 | 1 |
Stadion Money Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
Baker Ellis Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Donald L. Hagan, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
Braver Wealth Management, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2016 | Q3 2016 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Man Group plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2014 | Q3 2014 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Nuveen Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
L.M. KOHN & COMPANY | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2016 | Q1 2016 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
XR Securities LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
RONALD BLUE & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
McClarren Financial Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2016 | Q2 2016 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Atria Investments, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
ORRSTOWN FINANCIAL SERVICES INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
XPONANCE, INC. | 1 | 1 | 1.37% | 1.37% | 1.37% | Q3 2017 | Q3 2017 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.