ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 4010.00%0.00%0.00%Q2 2013Q3 202341
SILVERCREST ASSET MANAGEMENT GROUP LLC 37370.04%0.06%0.09%Q3 2014Q3 202337
CITIGROUP INC 23140.00%0.00%0.00%Q2 2013Q3 202337
UBS Group AG 35350.00%0.00%0.00%Q1 2015Q3 202335
BROWN ADVISORY INC 32320.00%0.00%0.00%Q4 2015Q3 202332
JANE STREET GROUP, LLC 1920.00%0.00%0.01%Q2 2014Q1 202331
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.00%Q2 2013Q3 202330
INSIGHT 2811, INC. 22220.08%0.12%0.20%Q2 2017Q3 202222
Shoker Investment Counsel, Inc. 22220.10%0.38%0.61%Q4 2014Q1 202022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Capital Investment Advisory Services, LLC 21210.00%0.39%1.66%Q3 2018Q3 202321
GLOBEFLEX CAPITAL L P 20200.65%1.39%2.89%Q4 2018Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
BLAIR WILLIAM & CO/IL 17170.00%0.00%0.00%Q4 2018Q4 202217
Citadel Advisors 810.00%0.00%0.00%Q3 2016Q2 202216
JPMORGAN CHASE & CO 1110.00%0.00%0.00%Q4 2018Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Cedar Brook Financial Partners, LLC 15150.04%0.06%0.07%Q1 2020Q3 202315
C M BIDWELL & ASSOCIATES LTD 14140.00%0.00%0.00%Q4 2017Q1 202114
RPg Family Wealth Advisory, LLC 430.03%0.16%0.26%Q1 2019Q3 202314
PNC FINANCIAL SERVICES GROUP, INC. 13130.00%0.00%0.00%Q2 2013Q2 201613
Sugarloaf Wealth Management, LLC 13130.00%0.00%0.00%Q4 2019Q4 202213
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q4 2013Q3 202312
GOLDMAN SACHS GROUP INC 11110.00%0.00%0.00%Q2 2016Q4 201811
CREDIT SUISSE AG/ 810.00%0.00%0.00%Q3 2017Q3 202211
OLD MISSION CAPITAL LLC 310.01%0.06%0.15%Q2 2016Q1 202310
LADENBURG THALMANN FINANCIAL SERVICES INC. 810.00%0.00%0.00%Q3 2016Q4 20199
LPL Financial LLC 520.00%0.00%0.01%Q2 2016Q4 20199
BANK OF NOVA SCOTIA 420.00%0.00%0.00%Q1 2013Q3 20239
Qube Research & Technologies Ltd 410.00%0.00%0.00%Q2 2021Q3 20238
Heartwood Wealth Advisors LLC 880.04%0.06%0.07%Q4 2021Q3 20238
FLOW TRADERS U.S. LLC 320.00%0.01%0.03%Q3 2016Q2 20237
IFP Advisors, Inc 320.00%0.00%0.00%Q2 2016Q3 20227
Advisory Services Network, LLC 210.00%0.00%0.00%Q4 2019Q1 20237
FMR LLC 210.00%0.00%0.00%Q4 2018Q2 20226
EDMOND DE ROTHSCHILD HOLDING S.A. 660.00%0.00%0.00%Q3 2016Q4 20176
JTC Employer Solutions Trustee Ltd 660.00%0.01%0.01%Q3 2021Q4 20226
Virtu KCG Holdings LLC 510.00%0.01%0.01%Q3 2014Q4 20166
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Ashmore Group plc 320.08%0.14%0.23%Q1 2013Q4 20155
DEUTSCHE BANK AG\ 550.00%0.00%0.00%Q4 2013Q4 20145
Cardan Capital Partners, LLC 410.09%0.22%0.31%Q1 2020Q2 20215
XPONANCE, INC. 550.82%1.93%2.98%Q1 2017Q1 20185
WFG Advisors, LP 550.01%0.01%0.01%Q4 2013Q4 20145
Risk Paradigm Group, LLC 440.20%0.35%0.64%Q1 2018Q4 20184
Copper Rock Capital Partners, LLC 310.02%0.10%0.25%Q3 2017Q1 20194
Creative Planning 310.00%0.00%0.00%Q1 2017Q3 20204
STIFEL FINANCIAL CORP 310.00%0.00%0.00%Q1 2022Q3 20234
Cornerstone Wealth Management, LLC 310.08%0.13%0.28%Q3 2017Q3 20184
Hoover Financial Advisors, Inc. 310.00%0.00%0.00%Q2 2020Q2 20214
Zurich Insurance Group Ltd/FI 440.01%0.02%0.03%Q3 2019Q2 20204
NOTTINGHAM ADVISORS, INC. 440.14%0.16%0.18%Q1 2018Q4 20184
AMERIPRISE FINANCIAL INC 310.00%0.00%0.00%Q2 2013Q2 20234
Procyon Advisors, LLC 440.03%0.03%0.04%Q4 2021Q3 20224
Advisor Group, Inc. 440.00%0.00%0.00%Q1 2019Q4 20194
Jacobi Capital Management LLC 330.00%0.00%0.00%Q1 2021Q3 20213
HSBC HOLDINGS PLC 330.00%0.00%0.01%Q2 2012Q4 20123
ClariVest Asset Management LLC 330.00%0.00%0.00%Q2 2022Q4 20223
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q1 2017Q1 20233
Sentinus, LLC 210.10%0.13%0.16%Q3 2022Q2 20233
NEXT Financial Group, Inc 330.01%0.01%0.02%Q1 2017Q3 20173
Global Trust Asset Management, LLC 330.06%0.07%0.08%Q1 2018Q3 20183
Motley Fool Wealth Management, LLC 330.08%0.54%0.82%Q1 2015Q3 20153
SG Americas Securities, LLC 330.00%0.01%0.02%Q4 2016Q2 20173
Community Bank, N.A. 330.00%0.00%0.00%Q1 2018Q3 20183
Spire Wealth Management 330.01%0.01%0.01%Q1 2021Q3 20213
SEGALL BRYANT & HAMILL, LLC 330.01%0.01%0.01%Q1 2013Q3 20133
Almanack Investment Partners, LLC. 330.23%0.27%0.30%Q1 2019Q3 20193
Jane Street Holding, LLC 330.00%0.00%0.01%Q2 2013Q4 20133
Handelsbanken Fonder AB 110.02%0.03%0.03%Q1 2017Q3 20172
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
KABOUTER MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
CreativeOne Wealth, LLC 220.12%0.13%0.13%Q3 2020Q4 20202
Sepio Capital, LP 220.12%0.16%0.20%Q1 2019Q2 20192
NEW YORK STATE COMMON RETIREMENT FUND 220.00%0.00%0.01%Q1 2017Q2 20172
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Geneos Wealth Management Inc. 220.00%0.00%0.00%Q2 2017Q3 20172
Verition Fund Management LLC 110.01%0.02%0.02%Q3 2014Q4 20152
SPX Gestao de Recursos Ltda 110.00%0.00%0.01%Q4 2022Q2 20232
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
Strategic Financial Concepts, LLC 220.06%0.07%0.08%Q2 2023Q3 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
NIEMANN CAPITAL MANAGEMENT INC 110.63%1.52%2.40%Q3 2016Q4 20192
683 Capital Management, LLC 112.36%2.41%2.45%Q3 2015Q3 20152
Checchi Capital Advisers, LLC 220.00%0.01%0.01%Q1 2016Q2 20162
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2014Q4 20142
Stratos Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Black Swift Group, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2015Q1 20151
Compagnie Lombard Odier SCmA 110.00%0.00%0.00%Q1 2017Q1 20171
RAYMOND JAMES & ASSOCIATES 110.00%0.00%0.00%Q1 2019Q1 20191
HighTower Advisors, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.04%0.04%0.04%Q3 2016Q3 20161
Jefferies Group LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Virtu Financial LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Hoxton Financial, Inc. 110.00%0.00%0.00%Q3 2014Q3 20141
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q3 2023Q3 20231
Navigation Wealth Management, Inc. 110.45%0.45%0.45%Q2 2021Q2 20211
Alpine Global Management, LLC 110.05%0.05%0.05%Q1 2017Q1 20171
Mutual Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Harel Insurance Investments & Financial Services Ltd. 110.00%0.00%0.00%Q2 2016Q2 20161
EDMOND DE ROTHSCHILD (SUISSE) S.A. 110.00%0.00%0.00%Q3 2016Q3 20161
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
OLD MISSION CAPITAL, LLC 110.07%0.07%0.07%Q4 2016Q4 20161
Valentine Capital Asset Management, Inc. 110.03%0.03%0.03%Q4 2015Q4 20151
Weiss Asset Management LP 110.00%0.00%0.00%Q3 2021Q3 20211
NEW ENGLAND SECURITIES CORP /MA/ 110.01%0.01%0.01%Q3 2013Q3 20131
AQR Capital Management 110.00%0.00%0.00%Q3 2023Q3 20231
Karp Capital Management Corp 110.00%0.00%0.00%Q4 2018Q4 20181
Ballew Advisors, Inc 110.00%0.00%0.00%Q3 2018Q3 20181
ENVESTNET ASSET MANAGEMENT INC 110.02%0.02%0.02%Q3 2016Q3 20161
Merriman Wealth Management, LLC 110.10%0.10%0.10%Q1 2019Q1 20191
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.38%0.38%0.38%Q2 2020Q2 20201
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
GMT CAPITAL CORP 110.37%0.37%0.37%Q2 2020Q2 20201
Acorn Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Herr Investment Group LLC 110.03%0.03%0.03%Q3 2023Q3 20231
External links

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