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 202392
Citadel Advisors 3310.00%0.00%0.01%Q1 2015Q3 202382
Cutler Group LLC / CA 20110.00%0.00%0.04%Q4 2015Q3 202376
JANE STREET GROUP, LLC 2310.00%0.01%0.08%Q2 2014Q3 202358
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.02%Q2 2013Q3 202347
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202343
MORGAN STANLEY 42420.00%0.01%0.08%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.02%Q2 2013Q3 202342
LPL Financial LLC 41410.00%0.01%0.03%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3820.00%0.00%0.01%Q3 2013Q3 202340
ENVESTNET ASSET MANAGEMENT INC 20200.00%0.01%0.07%Q3 2013Q3 202340
CITIGROUP INC 40400.00%0.00%0.01%Q4 2013Q3 202340
WOLVERINE TRADING, LLC 910.00%0.00%0.01%Q2 2016Q3 202238
BARCLAYS PLC 1210.00%0.00%0.00%Q1 2015Q1 202338
Azimuth Capital Management LLC 36360.11%0.26%0.54%Q2 2013Q1 202236
UBS Group AG 36360.00%0.01%0.03%Q4 2014Q3 202336
Creative Planning 3220.00%0.00%0.04%Q2 2013Q3 202334
RAYMOND JAMES & ASSOCIATES 3010.00%0.00%0.01%Q4 2013Q3 202334
PNC FINANCIAL SERVICES GROUP, INC. 1670.00%0.00%0.00%Q1 2015Q3 202333
Fisher Asset Management, LLC 3010.00%0.18%0.55%Q4 2013Q3 202332
Geneos Wealth Management Inc. 31310.01%0.06%0.19%Q1 2016Q3 202331
AMERIPRISE FINANCIAL INC 1540.00%0.00%0.00%Q4 2013Q3 202331
GOLDMAN SACHS GROUP INC 29290.00%0.01%0.03%Q3 2016Q3 202331
JPMORGAN CHASE & CO 30300.00%0.00%0.02%Q2 2016Q3 202330
Endurance Wealth Management, Inc. 29290.00%0.06%0.21%Q2 2014Q2 202129
HighTower Advisors, LLC 1320.00%0.01%0.08%Q3 2013Q3 202328
IFP Advisors, Inc 1410.00%0.01%0.02%Q4 2015Q2 202327
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 26260.00%0.01%0.05%Q2 2017Q3 202326
LADENBURG THALMANN FINANCIAL SERVICES INC. 26260.00%0.00%0.01%Q3 2013Q4 201926
Diversified Trust Co 26260.01%0.01%0.03%Q1 2017Q2 202326
MML INVESTORS SERVICES, LLC 26260.01%0.05%0.08%Q2 2017Q3 202326
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1210.00%0.00%0.00%Q2 2014Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Main Management LLC 1110.00%0.22%0.43%Q3 2013Q1 202324
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
FMR LLC 2110.00%0.00%0.02%Q1 2018Q3 202322
Tower Research Capital LLC (TRC) 1310.00%0.00%0.01%Q2 2014Q3 202322
CALTON & ASSOCIATES, INC. 1930.04%0.12%0.25%Q4 2017Q2 202322
BESSEMER GROUP INC 1660.00%0.09%0.35%Q4 2016Q3 202322
Global Retirement Partners, LLC 1570.00%0.00%0.02%Q1 2018Q3 202322
PROVIDA PENSION FUND ADMINISTRATOR 1480.14%0.80%3.32%Q2 2017Q4 202222
STIFEL FINANCIAL CORP 1830.00%0.01%0.02%Q2 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Janney Montgomery Scott LLC 1130.00%0.01%0.03%Q3 2013Q3 202321
Mirae Asset Global Investments Co., Ltd. 950.00%0.03%0.14%Q2 2017Q4 202221
DEUTSCHE BANK AG\ 1130.00%0.00%0.00%Q3 2013Q1 202220
EDMOND DE ROTHSCHILD HOLDING S.A. 1110.00%0.00%0.00%Q3 2015Q3 202320
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201920
OLD MISSION CAPITAL LLC 610.01%0.10%0.32%Q4 2014Q3 202320
SIMPLEX TRADING, LLC 510.00%0.01%0.05%Q1 2015Q2 202219
SG Americas Securities, LLC 820.00%0.02%0.07%Q2 2013Q2 201919
Brinker Capital Investments, LLC 1710.02%0.48%1.02%Q1 2015Q2 202118
Evanson Asset Management, LLC 18180.04%0.07%0.11%Q4 2017Q1 202218
CREDIT SUISSE AG/ 810.00%0.00%0.00%Q3 2013Q4 202218
LFA - Lugano Financial Advisors SA 1350.02%0.35%0.82%Q2 2018Q4 202218
SIGNATUREFD, LLC 1610.00%0.00%0.07%Q2 2014Q3 202318
HAP Trading, LLC 610.00%0.02%0.15%Q2 2017Q1 202317
SCOTIA CAPITAL INC. 1310.01%0.05%0.11%Q2 2014Q1 202017
GREENWOOD CAPITAL ASSOCIATES LLC 910.27%0.58%1.13%Q3 2013Q1 202317
HOWE & RUSLING INC 17170.00%0.00%0.02%Q2 2013Q2 201717
Raymond James Financial Services Advisors, Inc. 940.00%0.00%0.02%Q2 2015Q2 202217
CWM, LLC 1010.00%0.00%0.00%Q1 2019Q3 202317
Compagnie Lombard Odier SCmA 16160.00%0.04%0.14%Q4 2014Q3 201816
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 16160.00%0.00%0.00%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 1410.00%0.00%0.06%Q4 2018Q2 202316
Psagot Value Holdings Ltd. 1240.00%0.19%0.28%Q4 2013Q1 202016
OPPENHEIMER & CO INC 910.01%0.03%0.07%Q3 2014Q1 202316
Advisory Services Network, LLC 1110.00%0.00%0.00%Q3 2017Q1 202316
MISSION WEALTH MANAGEMENT, LP 15150.02%0.05%0.17%Q2 2016Q4 201915
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Itau Unibanco Holding S.A. 14140.00%0.03%0.23%Q1 2018Q2 202114
Solstein Capital, LLC 1110.00%0.26%1.41%Q2 2018Q3 202314
Private Capital Group, LLC 14140.00%0.01%0.02%Q4 2017Q1 202114
FLOW TRADERS U.S. LLC 210.00%0.03%0.11%Q4 2015Q3 202214
Alaska Permanent Fund Corp 1220.06%1.11%2.40%Q1 2020Q3 202314
Capital Investment Advisory Services, LLC 14140.02%0.03%0.05%Q1 2019Q2 202214
BANK HAPOALIM BM 1010.04%0.11%0.26%Q4 2013Q4 201713
CAPTRUST FINANCIAL ADVISORS 810.00%0.00%0.01%Q2 2017Q2 202213
Bellecapital International Ltd. 1010.16%0.70%1.21%Q4 2013Q2 201813
Jacobi Capital Management LLC 13130.00%0.00%0.00%Q3 2018Q3 202113
Bank of New York Mellon Corp 820.00%0.00%0.00%Q2 2015Q2 201913
Banco de Sabadell, S.A 930.05%0.26%0.73%Q4 2017Q3 202312
MANUFACTURERS LIFE INSURANCE COMPANY, THE 610.00%0.00%0.01%Q2 2015Q4 201912
Waterfront Wealth Inc. 12121.12%1.53%2.00%Q4 2020Q3 202312
Mariner, LLC 410.00%0.00%0.01%Q2 2016Q3 202312
M&T BANK CORP 1020.00%0.01%0.03%Q2 2016Q2 202112
Rafferty Asset Management, LLC 12120.01%0.07%0.12%Q1 2017Q4 201912
Baker Avenue Asset Management, LP 520.04%0.40%1.01%Q2 2013Q1 201712
WMS Partners, LLC 12120.08%0.14%0.20%Q1 2020Q4 202212
US BANCORP \DE\ 410.00%0.00%0.00%Q4 2017Q3 202311
Gradient Investments LLC 920.00%0.00%0.00%Q2 2019Q3 202311
Cambridge Investment Research Advisors, Inc. 11110.00%0.01%0.01%Q1 2017Q3 201911
SUNTRUST BANKS INC 1010.00%0.04%0.06%Q2 2016Q1 201911
Merriman Wealth Management, LLC 610.17%0.54%0.87%Q4 2013Q1 201911
Hexagon Capital Partners LLC 11110.00%0.00%0.01%Q3 2020Q1 202311
Janney Capital Management LLC 1010.02%0.87%4.17%Q2 2013Q4 201611
Wealthcare Advisory Partners LLC 11110.00%0.00%0.00%Q3 2017Q1 202011
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Paradigm Financial Advisors, LLC 990.04%0.11%0.21%Q2 2017Q2 201911
Joseph P. Lucia & Associates, LLC 520.00%0.00%0.00%Q2 2019Q2 202211
Cetera Advisors LLC 11110.01%0.02%0.03%Q2 2017Q4 201911
Manifold Partners, LLC 610.10%3.65%8.63%Q3 2013Q3 201711
FIFTH THIRD BANCORP 410.00%0.00%0.00%Q3 2016Q3 202311
ACIMA PRIVATE WEALTH, LLC 11110.54%0.63%0.72%Q3 2019Q1 202211
Tradition Wealth Management, LLC 1010.00%0.00%0.00%Q4 2020Q3 202311
Harel Insurance Investments & Financial Services Ltd. 710.00%0.06%0.20%Q2 2016Q3 202210
Transamerica Financial Advisors, Inc. 730.00%0.03%0.12%Q4 2013Q3 202310
JTC Employer Solutions Trustee Ltd 10100.07%0.10%0.13%Q2 2021Q3 202310
HUNTINGTON NATIONAL BANK 910.00%0.00%0.00%Q3 2015Q3 202310
New Century Advisors, LLC 610.01%2.92%4.25%Q4 2013Q4 202110
Focused Wealth Management, Inc 550.00%0.00%0.00%Q2 2016Q4 201810
BRINKER CAPITAL INC 620.01%1.55%5.12%Q3 2013Q4 201710
AlphaMark Advisors, LLC 10100.01%0.03%0.06%Q2 2021Q3 202310
XPONANCE, INC. 510.89%2.50%4.20%Q3 2015Q4 201910
D L CARLSON INVESTMENT GROUP INC 10100.22%0.36%0.53%Q4 2016Q1 201910
DAVENPORT & Co LLC 10100.00%0.28%0.83%Q3 2017Q4 201910
EAGLE GLOBAL ADVISORS LLC 820.01%0.03%0.05%Q4 2014Q1 201910
COHEN & STEERS, INC. 10100.00%0.01%0.01%Q1 2017Q2 201910
Morningstar Investment Management LLC 10100.61%1.03%1.47%Q4 2018Q1 202110
PARAMETRIC PORTFOLIO ASSOCIATES LLC 730.00%0.00%0.00%Q4 2017Q4 202110
HM PAYSON & CO 10100.00%0.00%0.00%Q4 2020Q1 202310
Private Advisor Group, LLC 990.00%0.00%0.01%Q2 2019Q2 20219
SAGE RHINO CAPITAL LLC 990.12%0.12%0.14%Q4 2020Q4 20229
Lombard Odier & Cie (Canada), Limited Partnership 990.48%1.16%1.96%Q3 2014Q3 20169
CABOT WEALTH MANAGEMENT INC 990.25%0.72%1.29%Q4 2016Q4 20189
SPINNAKER TRUST 990.73%1.18%1.45%Q2 2013Q2 20159
ALLIANCEBERNSTEIN L.P. 540.00%0.01%0.04%Q4 2016Q1 20229
Virtu KCG Holdings LLC 540.01%0.02%0.05%Q2 2014Q3 20169
Dorsey & Whitney Trust CO LLC 990.06%0.09%0.14%Q2 2021Q2 20239
MCF Advisors LLC 990.05%0.08%0.12%Q1 2018Q1 20209
Hilltop Holdings Inc. 990.06%0.07%0.09%Q3 2016Q3 20189
Renaissance Technologies 610.00%0.00%0.00%Q4 2017Q3 20239
Steward Partners Investment Advisory, LLC 810.00%0.00%0.00%Q2 2021Q3 20239
QUATTRO FINANCIAL ADVISORS LLC 420.96%1.67%4.12%Q3 2017Q4 20219
BlackRock Inc. 330.00%0.00%0.00%Q1 2019Q3 20239
VALLEY NATIONAL ADVISERS INC 990.00%0.00%0.00%Q3 2021Q3 20239
ANDERSON HOAGLAND & CO 990.40%0.85%1.16%Q1 2014Q1 20169
1832 Asset Management L.P. 540.01%0.01%0.02%Q1 2015Q4 20179
SYNOVUS FINANCIAL CORP 540.00%0.00%0.00%Q2 2016Q4 20189
Intellectus Partners, LLC 620.09%0.33%0.56%Q2 2017Q2 20198
BNP PARIBAS FINANCIAL MARKETS 880.00%0.00%0.00%Q4 2021Q3 20238
Realta Investment Advisors 420.00%0.00%0.01%Q1 2019Q3 20238
TD ASSET MANAGEMENT INC 880.02%0.02%0.02%Q2 2021Q1 20238
Orion Portfolio Solutions, LLC 530.00%0.01%0.02%Q4 2019Q1 20228
DRW Securities, LLC 310.01%0.07%0.20%Q1 2018Q3 20218
Highlander Capital Management, LLC 880.03%0.10%0.15%Q4 2016Q3 20188
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Qube Research & Technologies Ltd 210.00%0.02%0.07%Q4 2019Q3 20238
Lombard Odier Transatlantic Ltd 880.07%1.77%3.42%Q4 2014Q3 20168
BOURGEON CAPITAL MANAGEMENT LLC 880.00%0.00%0.00%Q1 2021Q4 20228
Parallel Advisors, LLC 710.00%0.00%0.00%Q2 2017Q2 20228
Sound Income Strategies, LLC 710.00%0.00%0.00%Q1 2018Q1 20208
CVA Family Office, LLC 710.01%0.01%0.02%Q2 2021Q2 20238
Claybrook Capital, LLC 440.76%1.00%1.42%Q4 2017Q4 20198
Viewpoint Capital Management LLC 881.79%1.96%2.14%Q4 2021Q3 20238
Hedges Asset Management LLC 880.58%0.61%0.68%Q4 2021Q3 20238
Aptus Capital Advisors, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
DIMENSION CAPITAL MANAGEMENT LLC 770.13%0.19%0.30%Q1 2017Q3 20187
HSBC HOLDINGS PLC 310.00%0.00%0.00%Q1 2014Q3 20187
BigSur Wealth Management LLC 770.13%0.20%0.24%Q1 2017Q3 20187
CENTAURUS FINANCIAL, INC. 210.02%0.11%0.32%Q1 2018Q4 20227
BANK OF NOVA SCOTIA 410.00%0.01%0.06%Q3 2017Q1 20227
Parcion Private Wealth LLC 770.04%0.21%1.16%Q1 2022Q3 20237
Kovack Advisors, Inc. 770.05%0.06%0.06%Q4 2021Q2 20237
First Allied Advisory Services, Inc. 510.00%0.01%0.02%Q2 2016Q3 20197
GUARDIAN WEALTH ADVISORS, LLC / NC 770.03%0.04%0.09%Q1 2022Q3 20237
CULLEN/FROST BANKERS, INC. 610.00%0.00%0.00%Q1 2020Q3 20237
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.01%Q1 2018Q3 20227
MASSMUTUAL TRUST CO FSB/ADV 770.01%0.24%0.31%Q1 2017Q3 20187
COMERICA BANK 610.00%0.01%0.01%Q2 2016Q3 20237
BB&T SECURITIES, LLC 770.01%0.02%0.02%Q2 2016Q4 20177
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 770.31%0.53%0.88%Q3 2016Q1 20187
Anchor Investment Management, LLC 770.01%0.10%0.19%Q3 2018Q1 20207
MSI Financial Services Inc 510.00%0.00%0.02%Q4 2013Q4 20167
Boothe Investment Group, Inc. 772.34%4.16%5.72%Q2 2018Q4 20197
GAM Holding AG 770.01%0.02%0.07%Q4 2015Q2 20177
Summit Trail Advisors, LLC 510.02%1.01%2.17%Q2 2021Q4 20226
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
Azimuth Capital Investment Management LLC 660.35%0.39%0.41%Q2 2022Q3 20236
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.01%Q1 2021Q3 20236
Winfield Associates, Inc. 510.17%0.22%0.27%Q4 2013Q1 20186
Ironwood Financial, llc 660.00%0.00%0.00%Q2 2020Q3 20216
Placemark Investments, Inc. 660.01%0.01%0.02%Q3 2013Q4 20146
Evercore Wealth Management, LLC 660.00%0.00%0.00%Q3 2016Q4 20176
Commonwealth Equity Services, Inc 660.00%0.01%0.02%Q2 2016Q3 20176
NEW ENGLAND SECURITIES CORP /MA/ 660.00%0.00%0.01%Q3 2013Q4 20146
MYCIO WEALTH PARTNERS, LLC 660.00%0.01%0.05%Q1 2015Q2 20166
Telemetry Investments, L.L.C. 420.40%1.51%2.32%Q2 2020Q4 20216
Allworth Financial LP 660.00%0.00%0.00%Q2 2022Q3 20236
OneDigital Investment Advisors LLC 660.00%0.00%0.00%Q2 2017Q3 20186
Valeo Financial Advisors, LLC 310.00%0.00%0.01%Q3 2017Q1 20216
Accuvest Global Advisors 420.11%0.89%1.70%Q1 2015Q2 20226
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 660.01%0.06%0.32%Q4 2019Q1 20216
DELTEC ASSET MANAGEMENT LLC 660.05%0.32%0.96%Q2 2017Q3 20186
Dynamic Advisor Solutions LLC 660.09%0.16%0.23%Q1 2021Q2 20226
New Capital Management LP 660.35%0.49%0.77%Q4 2016Q1 20186
BHF Kleinwort Benson Group S.A. 510.03%0.04%0.04%Q2 2014Q4 20156
HRT FINANCIAL LP 210.00%0.13%0.74%Q3 2017Q3 20236
Arlington Capital Management, Inc. 660.67%1.33%2.41%Q2 2020Q3 20216
WHITTIER TRUST CO 660.00%0.00%0.00%Q1 2022Q2 20236
CIBC WORLD MARKET INC. 410.00%0.00%0.01%Q1 2017Q4 20196
Carroll Financial Associates, Inc. 310.00%0.00%0.01%Q2 2016Q2 20196
Opera Trading Capital 660.00%0.01%0.01%Q2 2017Q3 20186
SCHRODER INVESTMENT MANAGEMENT GROUP 210.00%0.02%0.05%Q1 2014Q2 20225
Bienville Capital Management, LLC 310.44%4.76%14.96%Q2 2019Q2 20205
OLD SECOND NATIONAL BANK OF AURORA 550.00%0.00%0.00%Q2 2018Q2 20195
CHEMUNG CANAL TRUST CO 550.10%0.70%1.16%Q1 2017Q1 20185
BENJAMIN F. EDWARDS & COMPANY, INC. 320.00%0.00%0.00%Q2 2019Q3 20235
PineBridge Investments, L.P. 550.02%0.04%0.06%Q1 2018Q1 20195
North Star Investment Management Corp. 550.01%0.01%0.01%Q3 2022Q3 20235
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q1 2016Q2 20235
Baird Financial Group, Inc. 320.00%0.00%0.01%Q2 2015Q3 20185
Equitable Holdings, Inc. 550.01%0.02%0.04%Q3 2022Q3 20235
PARSONS CAPITAL MANAGEMENT INC/RI 550.07%0.08%0.09%Q2 2021Q2 20225
Progeny 3, Inc. 550.16%0.36%0.68%Q1 2017Q1 20185
Ledyard National Bank 550.00%1.05%1.56%Q4 2017Q4 20185
CAMBRIDGE TRUST CO 550.02%0.89%1.58%Q3 2017Q3 20185
PRUDENTIAL PLC 410.00%0.02%0.07%Q2 2021Q3 20235
Zions Bancorporation, N.A. 550.00%0.01%0.01%Q2 2021Q2 20225
ASSETMARK, INC 210.00%0.02%0.12%Q3 2014Q3 20215
FDx Advisors, Inc. 210.01%0.01%0.02%Q3 2014Q4 20195
WESPAC Advisors SoCal, LLC 550.05%0.10%0.13%Q4 2017Q4 20185
SENTINEL TRUST CO LBA 550.04%0.37%0.99%Q4 2020Q4 20215
LAZARD ASSET MANAGEMENT LLC 550.01%0.01%0.01%Q1 2017Q1 20185
HANCOCK WHITNEY CORP 550.01%0.01%0.01%Q2 2016Q2 20175
Capital Bank & Trust Co 440.00%0.01%0.02%Q2 2020Q1 20214
WEDBUSH SECURITIES INC 220.01%0.02%0.03%Q3 2016Q3 20234
Wealthspire Advisors, L.P. 440.00%0.00%0.01%Q4 2017Q3 20184
DARK FOREST CAPITAL MANAGEMENT LP 440.05%0.43%1.02%Q1 2022Q4 20224
New England Investment & Retirement Group, Inc. 440.12%0.13%0.14%Q2 2017Q1 20184
Fortis Advisors, LLC 440.48%0.57%0.64%Q2 2017Q1 20184
MONOGRAPH WEALTH ADVISORS, LLC 440.09%0.10%0.11%Q4 2022Q3 20234
NEXT Financial Group, Inc 310.00%0.00%0.00%Q3 2016Q4 20194
EASTERN BANK 440.02%0.41%0.58%Q1 2018Q4 20184
Bluefin Trading, LLC 110.03%0.06%0.10%Q3 2013Q2 20194
Bank Julius Baer & Co. Ltd, Zurich 310.00%0.00%0.00%Q3 2021Q3 20234
Vontobel Swiss Wealth Advisors AG 441.09%2.63%3.89%Q3 2015Q2 20164
WEALTHSOURCE PARTNERS, LLC 440.04%0.04%0.04%Q1 2021Q4 20214
BALDWIN BROTHERS LLC/MA 220.00%0.01%0.02%Q4 2017Q1 20234
Ellevest, Inc. 110.00%0.00%0.00%Q1 2020Q1 20234
Sierra Capital LLC 440.36%0.42%0.46%Q2 2021Q1 20224
PATHSTONE FAMILY OFFICE, LLC 110.00%0.02%0.05%Q2 2013Q1 20234
SSI INVESTMENT MANAGEMENT LLC 440.14%0.17%0.19%Q1 2021Q4 20214
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Gateway Advisory, LLC 441.38%1.50%1.61%Q1 2014Q4 20144
THOMAS WHITE INTERNATIONAL LTD 310.00%0.00%0.00%Q2 2022Q2 20234
WHITENER CAPITAL MANAGEMENT, INC. 220.00%0.01%0.01%Q4 2017Q4 20184
JANUS HENDERSON GROUP PLC 440.00%0.00%0.00%Q2 2017Q1 20184
FIRST HAWAIIAN BANK 440.03%0.04%0.04%Q1 2021Q4 20214
TRUIST FINANCIAL CORP 310.00%0.00%0.01%Q4 2019Q3 20234
Stone House Investment Management, LLC 440.65%0.76%0.85%Q1 2017Q4 20174
Aspen Grove Capital, LLC 440.93%1.09%1.18%Q4 2022Q3 20234
Pekin Hardy Strauss, Inc. 310.04%0.14%0.21%Q1 2021Q1 20234
Partnervest Advisory Services LLC 440.06%0.08%0.09%Q3 2013Q2 20144
Ayalon Insurance Comp Ltd. 440.01%0.01%0.01%Q1 2015Q4 20154
PRUDENTIAL FINANCIAL INC 440.00%0.00%0.00%Q3 2015Q2 20164
Spears Abacus Advisors LLC 440.10%0.14%0.16%Q2 2014Q1 20154
Essex Financial Services, Inc. 440.04%0.04%0.04%Q4 2022Q3 20234
Glovista Investments LLC 310.25%1.15%1.93%Q1 2015Q4 20174
Koshinski Asset Management, Inc. 220.00%0.02%0.04%Q4 2021Q2 20234
Prospera Financial Services Inc 310.00%0.02%0.04%Q1 2022Q3 20234
Crow Point Partners, LLC 440.09%0.45%1.40%Q1 2019Q4 20194
AMERICAN INTERNATIONAL GROUP, INC. 310.00%0.00%0.00%Q1 2014Q2 20154
NTV ASSET MANAGEMENT LLC 440.29%0.40%0.47%Q2 2015Q1 20164
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
BREMER TRUST NATIONAL ASSOCIATION 210.01%0.06%0.10%Q3 2016Q4 20183
America First Investment Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Trexquant Investment LP 110.01%0.02%0.04%Q3 2020Q2 20233
First Command Bank 330.03%0.03%0.04%Q4 2016Q2 20173
Wagner Wealth Management, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
SYMPHONY ASSET MANAGEMENT LLC 330.04%0.05%0.06%Q2 2014Q4 20143
Atria Investments, Inc 210.01%0.01%0.01%Q1 2017Q2 20193
BANQUE PICTET & CIE SA 210.01%0.02%0.02%Q2 2014Q2 20153
COMERICA SECURITIES INC 330.05%0.06%0.07%Q2 2016Q4 20163
Byrne Asset Management LLC 330.00%0.01%0.01%Q1 2023Q3 20233
NewSquare Capital LLC 210.00%0.00%0.00%Q3 2016Q3 20233
First Command Financial Services, Inc. 330.02%0.03%0.04%Q4 2016Q2 20173
Perigon Wealth Management, LLC 330.04%0.05%0.06%Q4 2018Q2 20193
Fieldpoint Private Securities, LLC 330.02%0.02%0.02%Q1 2018Q3 20183
MEITAV INVESTMENT HOUSE LTD 210.01%0.02%0.04%Q2 2018Q2 20213
PRELUDE CAPITAL MANAGEMENT, LLC 210.01%0.01%0.01%Q2 2020Q4 20213
Weaver Consulting Group 330.00%0.00%0.00%Q1 2020Q3 20203
Sugarloaf Wealth Management, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Edge Wealth Management LLC 330.01%0.01%0.01%Q1 2021Q3 20213
BB&T INVESTMENT SERVICES, INC. 330.00%0.00%0.00%Q2 2017Q4 20173
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 330.04%0.06%0.08%Q1 2020Q3 20203
Patriot Financial Group Insurance Agency, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
17 CAPITAL PARTNERS, LLC 330.19%0.19%0.19%Q2 2021Q4 20213
M&R CAPITAL MANAGEMENT INC 330.00%0.00%0.01%Q1 2018Q3 20183
ETRADE Capital Management LLC 330.02%0.02%0.02%Q2 2016Q4 20163
BOKF, NA 330.00%0.01%0.01%Q4 2016Q2 20173
RiverFront Investment Group, LLC 330.26%0.86%1.19%Q1 2023Q3 20233
FORBES J M & CO LLP 330.68%1.55%2.14%Q4 2017Q2 20183
Valence8 US LP 332.46%3.42%4.00%Q1 2023Q3 20233
RWA WEALTH PARTNERS, LLC 330.06%0.07%0.07%Q3 2017Q1 20183
Avantax Planning Partners, Inc. 110.00%0.01%0.02%Q3 2017Q3 20183
Stamos Capital Partners, L.P. 210.41%1.10%2.24%Q4 2018Q4 20193
UNITED SERVICES AUTOMOBILE ASSOCIATION 330.01%0.01%0.01%Q4 2014Q2 20153
Lindbrook Capital, LLC 330.02%0.02%0.02%Q2 2019Q4 20193
Raleigh Capital Management Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Snowden Capital Advisors LLC 330.12%0.18%0.26%Q3 2017Q1 20183
Berkeley Capital Partners, LLC 330.72%0.75%0.80%Q1 2018Q3 20183
Blue Edge Capital, LLC 330.62%0.63%0.64%Q3 2017Q1 20183
Triumph Capital Management 330.10%0.18%0.35%Q1 2023Q3 20233
Congress Wealth Management LLC / DE / 330.47%0.51%0.53%Q1 2023Q3 20233
TUDOR INVESTMENT CORP ET AL 210.00%0.02%0.04%Q1 2022Q2 20233
PICTET ASSET MANAGEMENT LTD 330.01%0.01%0.02%Q3 2017Q1 20183
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2017Q3 20183
Missouri Trust & Investment Co 330.01%0.01%0.01%Q1 2023Q3 20233
GeoWealth Management, LLC 330.02%0.04%0.06%Q1 2023Q3 20233
Virtu Financial LLC 110.02%0.04%0.05%Q2 2018Q4 20193
CREATIVE FINANCIAL DESIGNS INC /ADV 330.00%0.00%0.00%Q1 2023Q3 20233
BAIRD ROBERT W & CO INC /WI/ 110.00%0.00%0.01%Q3 2014Q1 20152
IAG Wealth Partners, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
EnTrust Global Partners Offshore LP 222.02%2.22%2.43%Q4 2017Q1 20182
MORGENS WATERFALL VINTIADIS & CO INC 110.64%0.69%0.75%Q4 2016Q2 20172
Canvas Wealth Advisors, LLC 220.37%0.37%0.38%Q3 2021Q4 20212
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q4 2021Q1 20232
AdvisorNet Financial, Inc 220.00%0.00%0.00%Q3 2018Q4 20182
Bouchey Financial Group Ltd 221.52%1.52%1.53%Q2 2014Q3 20142
Verde Servicos Internacionais S.A. 220.44%0.49%0.53%Q2 2018Q3 20182
Ground Swell Capital, LLC 220.00%0.01%0.01%Q2 2014Q3 20142
Verition Fund Management LLC 110.02%0.02%0.02%Q3 2016Q4 20182
Caption Management, LLC 110.00%0.00%0.01%Q2 2021Q2 20212
TUCKER ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
First Horizon Advisors, Inc. 220.00%0.00%0.00%Q3 2016Q4 20162
WBI INVESTMENTS, LLC 220.02%0.02%0.02%Q1 2014Q2 20142
Horizon Investments, LLC 221.87%1.89%1.91%Q3 2014Q4 20142
Clark Capital Management Group, Inc. 220.08%0.11%0.13%Q4 2019Q1 20202
Migdal Insurance & Financial Holdings Ltd. 220.00%0.00%0.00%Q3 2021Q4 20212
Jane Street Holding, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
GM Advisory Group, LLC 225.54%5.80%6.07%Q1 2014Q2 20142
Strengthening Families & Communities, LLC 220.08%0.08%0.08%Q2 2023Q3 20232
FOUNDERS FINANCIAL SECURITIES LLC 221.17%1.22%1.27%Q3 2014Q4 20142
B. Riley Financial, Inc. 220.06%0.06%0.06%Q3 2017Q4 20172
AVIANCE CAPITAL MANAGEMENT, LLC 220.02%0.03%0.04%Q1 2014Q2 20142
Vestmark Advisory Solutions, Inc. 220.01%0.01%0.02%Q1 2023Q2 20232
Beaumont Financial Partners, LLC 110.27%0.55%0.84%Q3 2014Q4 20182
Csenge Advisory Group 110.05%0.05%0.05%Q2 2021Q4 20212
Kestra Advisory Services, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
TRANSCEND CAPITAL ADVISORS, LLC 220.14%0.31%0.47%Q4 2019Q1 20202
EnTrustPermal Management LLC 222.95%3.77%4.59%Q2 2017Q3 20172
Johnson Financial Group, Inc. 220.00%0.00%0.00%Q1 2019Q2 20192
Fortis Capital Advisors, LLC 220.04%0.04%0.04%Q4 2022Q1 20232
Advisors Preferred, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Bogart Wealth, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Belpointe Asset Management LLC 220.00%0.00%0.01%Q4 2022Q1 20232
A. D. Beadell Investment Counsel, Inc. 220.49%0.60%0.71%Q4 2017Q1 20182
Eudaimonia Partners, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 220.45%0.53%0.61%Q2 2015Q3 20152
EWG Elevate Inc. 220.56%0.79%1.01%Q1 2023Q2 20232
ASCEND CAPITAL, LLC 220.03%0.05%0.07%Q4 2014Q1 20152
Stratos Wealth Advisors, LLC 220.05%0.05%0.06%Q4 2020Q1 20212
Sutton Wealth Advisors Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Deer Park Road Corp 110.07%0.19%0.31%Q4 2018Q1 20232
Main Management ETF Advisors, LLC 220.25%0.31%0.37%Q4 2022Q1 20232
NEW YORK STATE COMMON RETIREMENT FUND 220.00%0.00%0.00%Q3 2015Q4 20152
CUMBERLAND ADVISORS INC 221.26%1.29%1.32%Q2 2018Q3 20182
D.A. DAVIDSON & CO. 220.00%0.00%0.00%Q2 2013Q3 20132
Founders Financial Alliance, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
COLONY GROUP LLC 220.00%0.00%0.01%Q4 2020Q1 20212
Greenwich Wealth Management LLC 220.02%0.02%0.02%Q3 2021Q4 20212
B. Riley Wealth Advisors, Inc. 110.00%0.01%0.01%Q2 2014Q4 20142
COWA, LLC 220.02%0.02%0.03%Q4 2020Q1 20212
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q2 2021Q3 20212
Horan Capital Advisors, LLC. 110.01%0.01%0.01%Q3 2017Q1 20192
Windsor Creek Advisors, LLC 220.08%0.31%0.53%Q2 2021Q3 20212
Grove Bank & Trust 220.00%0.00%0.00%Q4 2022Q1 20232
Turim 21 Investimentos Ltda. 220.01%0.01%0.02%Q1 2022Q2 20222
Source Financial Advisors LLC 220.14%0.16%0.18%Q1 2023Q2 20232
Gemmer Asset Management LLC 110.05%0.07%0.09%Q1 2014Q2 20172
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
BECK CAPITAL MANAGEMENT, LLC 221.07%1.16%1.25%Q4 2013Q1 20142
HARBOR INVESTMENT ADVISORY, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Allianz Asset Management GmbH 110.00%0.00%0.00%Q1 2017Q3 20172
Clearshares LLC 221.81%1.82%1.82%Q4 2017Q1 20182
BOOTHBAY FUND MANAGEMENT, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
WEBSTER BANK, N. A. 110.01%0.01%0.01%Q4 2017Q4 20171
BAKER TILLY WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Brookstone Capital Management 110.00%0.00%0.00%Q3 2015Q3 20151
Lenox Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q4 2022Q4 20221
Bremer Bank National Association 110.01%0.01%0.01%Q1 2019Q1 20191
Strategic Wealth Partners, Ltd. 110.01%0.01%0.01%Q1 2019Q1 20191
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Lee Financial Co 110.00%0.00%0.00%Q3 2023Q3 20231
Stadion Money Management, LLC 110.15%0.15%0.15%Q2 2015Q2 20151
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ALTFEST L J & CO INC 110.29%0.29%0.29%Q3 2017Q3 20171
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 110.53%0.53%0.53%Q4 2017Q4 20171
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.18%0.18%0.18%Q4 2014Q4 20141
Financial Advocates Investment Management 110.03%0.03%0.03%Q3 2023Q3 20231
Capital Directions Investment Advisors, LLC 110.02%0.02%0.02%Q2 2014Q2 20141
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
XL Group Investments Ltd 110.66%0.66%0.66%Q1 2017Q1 20171
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.04%0.04%0.04%Q2 2018Q2 20181
Sage Advisory Services, Ltd.Co. 110.60%0.60%0.60%Q4 2019Q4 20191
Key FInancial Inc 110.00%0.00%0.00%Q1 2020Q1 20201
OLD MISSION CAPITAL, LLC 111.39%1.39%1.39%Q4 2020Q4 20201
Muzinich & Co., Inc. 111.16%1.16%1.16%Q4 2020Q4 20201
GSA CAPITAL PARTNERS LLP 110.04%0.04%0.04%Q1 2023Q1 20231
Cornerstone Financial Partners, LLC 112.02%2.02%2.02%Q4 2016Q4 20161
Worth Asset Management, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Taylor Hoffman Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Tarsadia Capital, LLC 112.64%2.64%2.64%Q4 2019Q4 20191
Jefferies Group LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
Blackhawk Capital Partners LLC. 110.04%0.04%0.04%Q4 2017Q4 20171
KINGSWOOD WEALTH ADVISORS, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
INVESTMENT HOUSE LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Context Capital Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Strategic Blueprint, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
ROCKEFELLER FINANCIAL SERVICES INC 110.01%0.01%0.01%Q3 2016Q3 20161
MYDA Advisors LLC 110.15%0.15%0.15%Q1 2022Q1 20221
RPg Family Wealth Advisory, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Squarepoint Ops LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Regal Investment Advisors LLC 110.06%0.06%0.06%Q1 2016Q1 20161
Independent Portfolio Consultants, Inc. 110.38%0.38%0.38%Q2 2015Q2 20151
CKW FINANCIAL GROUP 110.00%0.00%0.00%Q1 2014Q1 20141
Banco Santander, S.A. 110.26%0.26%0.26%Q1 2022Q1 20221
Fullerton Fund Management Co Ltd. 110.07%0.07%0.07%Q2 2021Q2 20211
EVERGREEN CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q2 2019Q2 20191
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Integrated Investment Consultants, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Alpha Omega Wealth Management LLC 110.00%0.00%0.00%Q1 2018Q1 20181
American Research & Management Co. 110.00%0.00%0.00%Q3 2022Q3 20221
SELZ CAPITAL LLC 110.29%0.29%0.29%Q4 2017Q4 20171
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Brandywine Global Investment Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Detwiler Fenton Investment Management LLC 110.18%0.18%0.18%Q4 2013Q4 20131
UNITED MARITIME CAPITAL LLC 110.24%0.24%0.24%Q4 2020Q4 20201
GUGGENHEIM CAPITAL LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Veritable, L.P. 110.01%0.01%0.01%Q1 2015Q1 20151
Krilogy Financial LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Pinnacle Bancorp, Inc. 110.01%0.01%0.01%Q1 2017Q1 20171
Grey Fox Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Kozak & Associates, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Pinnacle Advisory Group, Inc. 110.03%0.03%0.03%Q4 2013Q4 20131
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q1 2017Q1 20171
SPROTT INC. 110.04%0.04%0.04%Q1 2017Q1 20171
PEAK6 Group LLC 110.00%0.00%0.00%Q2 2016Q2 20161
ZEKE CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Hunting Hill Global Capital, LLC 110.18%0.18%0.18%Q3 2021Q3 20211
Trust Asset Management LLC 110.04%0.04%0.04%Q2 2018Q2 20181
FLAGSHIP HARBOR ADVISORS, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Shay Capital LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Vanguard Capital Wealth Advisors 110.31%0.31%0.31%Q2 2021Q2 20211
FIRST NEW YORK SECURITIES LLC /NY 110.38%0.38%0.38%Q4 2016Q4 20161
Norway Savings Bank 110.00%0.00%0.00%Q3 2018Q3 20181
SVB WEALTH LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Versant Capital Management, Inc 110.00%0.00%0.00%Q2 2023Q2 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Institute for Wealth Management, LLC. 110.01%0.01%0.01%Q4 2019Q4 20191
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Kalos Management, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Berman Capital Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
AE Wealth Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20151
MANNING & NAPIER ADVISORS LLC 110.06%0.06%0.06%Q2 2017Q2 20171
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Manning & Napier Group, LLC 110.13%0.13%0.13%Q4 2018Q4 20181
Glaxis Capital Management, LLC 111.78%1.78%1.78%Q4 2017Q4 20171
ClearBridge Investments 110.00%0.00%0.00%Q2 2016Q2 20161
PFS INVESTMENTS INC. 110.18%0.18%0.18%Q4 2019Q4 20191
Avion Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q3 2023Q3 20231
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
INTEGRAL DERIVATIVES, LLC 110.01%0.01%0.01%Q2 2016Q2 20161
American Financial Network Advisory Services LLC 110.00%0.00%0.00%Q4 2017Q4 20171
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q2 2023Q2 20231
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q1 2022Q1 20221
Banque Cantonale Vaudoise 110.01%0.01%0.01%Q4 2021Q4 20211
First Personal Financial Services 110.00%0.00%0.00%Q4 2020Q4 20201
CHURCHILL MANAGEMENT Corp 110.02%0.02%0.02%Q3 2019Q3 20191
Chicago Partners Investment Group LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Blume Capital Management, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Nationwide Fund Advisors 110.00%0.00%0.00%Q1 2017Q1 20171
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Sandy Spring Bank 110.00%0.00%0.00%Q2 2019Q2 20191
Orca Investment Management, LLC 111.26%1.26%1.26%Q2 2016Q2 20161
Analyst IMS Investment Management Services Ltd. 110.00%0.00%0.00%Q3 2018Q3 20181
WP Advisors, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
StoneX Group Inc. 110.28%0.28%0.28%Q2 2023Q2 20231
FIRST HORIZON CORP 110.00%0.00%0.00%Q2 2021Q2 20211
Capital Investment Counsel, Inc 110.00%0.00%0.00%Q3 2019Q3 20191
Kore Private Wealth LLC 110.01%0.01%0.01%Q2 2020Q2 20201
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.00%0.00%0.00%Q2 2023Q2 20231
Private Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Ramirez Asset Management, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Welch Group, LLC 110.02%0.02%0.02%Q3 2017Q3 20171
Concert Wealth Management Inc. 110.02%0.02%0.02%Q3 2016Q3 20161
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
OPTIMUM INVESTMENT ADVISORS 110.00%0.00%0.00%Q1 2022Q1 20221
Western Wealth Management, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
JNBA Financial Advisors 110.00%0.00%0.00%Q2 2022Q2 20221
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q4 2018Q4 20181
LFS ASSET MANAGEMENT 112.45%2.45%2.45%Q2 2022Q2 20221
EDMOND DE ROTHSCHILD (SUISSE) S.A. 110.01%0.01%0.01%Q3 2015Q3 20151
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
OPPENHEIMER ASSET MANAGEMENT INC. 110.00%0.00%0.00%Q4 2019Q4 20191
FNY Managed Accounts LLC 110.06%0.06%0.06%Q1 2016Q1 20161
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
MBB PUBLIC MARKETS I LLC 110.02%0.02%0.02%Q1 2022Q1 20221
RAY GERALD L & ASSOCIATES LTD 110.03%0.03%0.03%Q2 2015Q2 20151
Friedenthal Financial 110.54%0.54%0.54%Q1 2023Q1 20231
Algebris Investments (UK) LLP 110.12%0.12%0.12%Q3 2016Q3 20161
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q4 2013Q4 20131
FNY Partners Fund LP 110.01%0.01%0.01%Q1 2017Q1 20171
NOMURA ASSET MANAGEMENT CO LTD 110.01%0.01%0.01%Q1 2018Q1 20181
Ballentine Partners, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Carmichael Hill & Associates, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Verity Asset Management, Inc. 111.36%1.36%1.36%Q3 2017Q3 20171
Willingdon Wealth Management 110.00%0.00%0.00%Q1 2018Q1 20181
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Financial Architects, Inc 110.01%0.01%0.01%Q2 2017Q2 20171
VERUS CAPITAL PARTNERS, LLC 110.14%0.14%0.14%Q4 2019Q4 20191
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MARSHALL WACE, LLP 110.00%0.00%0.00%Q1 2023Q1 20231
Ausdal Financial Partners, Inc. 110.05%0.05%0.05%Q4 2015Q4 20151
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
J.Safra Asset Management Corp 110.41%0.41%0.41%Q4 2021Q4 20211
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 110.01%0.01%0.01%Q4 2021Q4 20211
External links

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