Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
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% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 41 | 41 | 0.02% | 0.14% | 0.32% | Q3 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
CITIGROUP INC | 37 | 37 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 37 |
ENVESTNET ASSET MANAGEMENT INC | 17 | 7 | 0.00% | 0.06% | 0.23% | Q3 2013 | Q3 2023 | 36 |
M&T BANK CORP | 21 | 15 | 0.00% | 0.03% | 0.16% | Q3 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
CWM, LLC | 24 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 32 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2023 | 31 |
BlackRock Inc. | 30 | 30 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 30 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
WBH ADVISORY INC | 17 | 3 | 0.03% | 0.07% | 0.14% | Q4 2015 | Q3 2023 | 29 |
AE Wealth Management LLC | 28 | 28 | 0.13% | 1.60% | 3.03% | Q4 2016 | Q3 2023 | 28 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 28 |
PNC FINANCIAL SERVICES GROUP, INC. | 25 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 28 |
GenWealth Group, Inc. | 26 | 26 | 0.11% | 0.16% | 0.27% | Q2 2017 | Q3 2023 | 26 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2019 | 26 |
Prospera Financial Services Inc | 18 | 7 | 0.01% | 0.04% | 0.11% | Q2 2017 | Q3 2023 | 25 |
ANCHOR CAPITAL ADVISORS LLC | 13 | 4 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
FMR LLC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 22 |
BRYN MAWR TRUST Co | 21 | 1 | 0.01% | 0.52% | 0.97% | Q1 2018 | Q3 2023 | 22 |
Simplicity Solutions, LLC | 15 | 1 | 0.05% | 1.77% | 3.91% | Q3 2016 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Citadel Advisors | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 20 |
J.P. Morgan Private Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Timber Hill LLC | 20 | 20 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q1 2018 | 20 |
Baystate Wealth Management LLC | 20 | 20 | 0.05% | 0.10% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.65% | 2.29% | 3.30% | Q4 2018 | Q3 2023 | 20 |
Cetera Advisor Networks LLC | 20 | 20 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
MML INVESTORS SERVICES, LLC | 19 | 1 | 0.00% | 0.07% | 0.11% | Q3 2018 | Q3 2023 | 20 |
RAYMOND JAMES & ASSOCIATES | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
DARRELL & KING LLC | 16 | 1 | 0.04% | 0.17% | 0.37% | Q4 2015 | Q4 2020 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
BLAIR WILLIAM & CO/IL | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
TIAA, FSB | 18 | 18 | 0.13% | 0.90% | 1.98% | Q1 2019 | Q2 2023 | 18 |
PACIFIC FINANCIAL GROUP INC | 13 | 5 | 0.16% | 0.99% | 3.45% | Q4 2018 | Q3 2023 | 18 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 18 |
Financial Architects, Inc | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2020 | 18 |
Cribstone Capital Management, LLC | 17 | 17 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q2 2020 | 17 |
FRANKLIN RESOURCES INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Gradient Investments LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
OPPENHEIMER & CO INC | 17 | 17 | 0.02% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
Commonwealth Equity Services, Inc | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2017 | 16 |
American Portfolios Advisors | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 16 |
NATIONAL PLANNING CORP | 16 | 16 | 0.09% | 0.11% | 0.14% | Q2 2013 | Q1 2017 | 16 |
MONEYWISE, INC. | 12 | 4 | 0.13% | 0.23% | 0.30% | Q3 2016 | Q1 2022 | 16 |
Raymond James Financial Services Advisors, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.05% | 0.10% | 0.14% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.45% | 0.56% | 0.67% | Q4 2019 | Q3 2023 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
IFP Advisors, Inc | 11 | 4 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q4 2022 | 15 |
CAPTRUST FINANCIAL ADVISORS | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 15 |
Horst & Graben Wealth Management LLC | 15 | 15 | 2.98% | 7.53% | 18.17% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
GOLDMAN SACHS GROUP INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 14 |
Avior Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
FIRST CITIZENS BANK & TRUST CO | 14 | 14 | 5.50% | 10.61% | 15.16% | Q2 2020 | Q3 2023 | 14 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 14 |
Compton Wealth Advisory Group, LLC | 14 | 14 | 0.70% | 4.56% | 5.39% | Q2 2020 | Q3 2023 | 14 |
Equitable Holdings, Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 14 |
Anchor Investment Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2023 | 14 |
Mine & Arao Wealth Creation & Management, LLC. | 13 | 13 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
First Horizon Advisors, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
FIFTH THIRD BANCORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
NinePointTwo Capital LLC | 12 | 12 | 0.43% | 0.54% | 0.61% | Q4 2020 | Q3 2023 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.06% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 12 |
MAI Capital Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Lloyd Advisory Services, LLC. | 11 | 11 | 0.28% | 0.32% | 0.36% | Q4 2019 | Q2 2022 | 11 |
Clarus Wealth Advisors | 7 | 4 | 0.01% | 0.20% | 0.34% | Q2 2018 | Q2 2023 | 11 |
JPMORGAN CHASE & CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
VOYA INVESTMENT MANAGEMENT LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
SYNOVUS FINANCIAL CORP | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Pallas Capital Advisors LLC | 10 | 10 | 0.02% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Cambridge Investment Research Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Sound Income Strategies, LLC | 10 | 10 | 0.02% | 0.06% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Foundations Investment Advisors, LLC | 10 | 10 | 0.02% | 0.04% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q4 2021 | 9 |
GRAY FINANCIAL GROUP /GA /ADV /ADV | 9 | 9 | 1.89% | 2.21% | 3.68% | Q4 2014 | Q4 2016 | 9 |
Waldron Private Wealth LLC | 9 | 9 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
TUCKER ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 9 | 9 | 0.03% | 0.17% | 0.29% | Q3 2021 | Q3 2023 | 9 |
MSI Financial Services Inc | 8 | 1 | 0.01% | 0.02% | 0.10% | Q2 2013 | Q4 2016 | 9 |
CreativeOne Wealth, LLC | 8 | 1 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q2 2023 | 9 |
Mosaic Family Wealth, LLC | 9 | 9 | 0.06% | 0.08% | 0.09% | Q4 2017 | Q4 2019 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 8 |
SRS Capital Advisors, Inc. | 7 | 1 | 0.00% | 0.55% | 3.45% | Q4 2016 | Q2 2021 | 8 |
Key FInancial Inc | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
J.W. COLE ADVISORS, INC. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Mason & Associates Inc | 8 | 8 | 4.83% | 6.93% | 8.29% | Q4 2021 | Q3 2023 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 0.50% | 0.89% | 1.33% | Q4 2021 | Q3 2023 | 8 |
GLENMEDE TRUST CO NA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
US BANCORP \DE\ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Peterson Financial Group, Inc. | 8 | 8 | 0.89% | 1.24% | 1.94% | Q4 2021 | Q3 2023 | 8 |
Continuum Advisory, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.16% | 0.17% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Laird Norton Wetherby Wealth Management, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q4 2019 | 7 |
9258 Wealth Management, LLC | 7 | 7 | 0.07% | 1.23% | 2.38% | Q1 2022 | Q3 2023 | 7 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 7 | 7 | 0.06% | 0.10% | 0.13% | Q3 2020 | Q1 2022 | 7 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.11% | 0.32% | Q4 2021 | Q3 2023 | 7 |
Kohmann Bosshard Financial Services, LLC | 7 | 7 | 0.11% | 0.12% | 0.13% | Q1 2022 | Q3 2023 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 7 |
Laurel Wealth Advisors LLC | 7 | 7 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Proficio Capital Partners LLC | 7 | 7 | 0.08% | 0.88% | 3.00% | Q1 2022 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.04% | 0.05% | 0.05% | Q1 2014 | Q2 2015 | 6 |
Country Club Trust Company, n.a. | 6 | 6 | 0.09% | 0.09% | 0.10% | Q3 2020 | Q4 2021 | 6 |
New Millennium Group LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2017 | 6 |
Strategic Equity Management | 6 | 6 | 3.06% | 3.36% | 4.14% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
WELCH & FORBES LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2021 | 6 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
TimeScale Financial, Inc. | 6 | 6 | 0.04% | 0.15% | 0.29% | Q1 2022 | Q2 2023 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.04% | 0.10% | 0.14% | Q2 2022 | Q3 2023 | 6 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2022 | 6 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.00% | 0.05% | 0.14% | Q4 2016 | Q3 2023 | 6 |
FIRST NATIONAL BANK OF OMAHA | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.77% | 0.85% | 0.95% | Q4 2022 | Q4 2023 | 5 |
NEXT Financial Group, Inc | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2021 | 5 |
1832 Asset Management L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Simplicity Wealth,LLC | 5 | 5 | 0.33% | 6.03% | 7.93% | Q3 2022 | Q3 2023 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Ausdal Financial Partners, Inc. | 4 | 1 | 0.01% | 0.17% | 0.21% | Q4 2015 | Q3 2023 | 5 |
SG Americas Securities, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2018 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.11% | 0.15% | 0.19% | Q3 2022 | Q3 2023 | 5 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
First Citizens Asset Management, Inc. | 4 | 4 | 11.18% | 13.40% | 15.54% | Q4 2022 | Q3 2023 | 4 |
Brookstone Capital Management | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LifePlan Financial Group, Inc | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.03% | 0.05% | 0.11% | Q2 2021 | Q2 2022 | 4 |
Cetera Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 4 |
Csenge Advisory Group | 4 | 4 | 0.23% | 0.24% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Arcadia Wealth Management, LLC | 4 | 4 | 0.95% | 4.51% | 8.12% | Q4 2022 | Q3 2023 | 4 |
One Wealth Advisors, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Truadvice, LLC | 4 | 4 | 0.14% | 0.26% | 0.59% | Q3 2020 | Q2 2021 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NORTHERN TRUST CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 4 |
McKinley Carter Wealth Services, Inc. | 4 | 4 | 0.20% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Clearstead Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
ASSETMARK, INC | 4 | 4 | 0.00% | 0.03% | 0.11% | Q2 2015 | Q1 2016 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Janney Montgomery Scott LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
Ten Capital Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.15% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Global Retirement Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q4 2014 | 3 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
Sterling Capital Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Kestra Advisory Services, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Cedar Mountain Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
BROWN BROTHERS HARRIMAN & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TOMPKINS FINANCIAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Kingdom Financial Group LLC. | 2 | 2 | 6.28% | 6.54% | 6.80% | Q2 2023 | Q3 2023 | 2 |
Econ Financial Services Corp | 2 | 2 | 1.69% | 1.72% | 1.75% | Q1 2023 | Q2 2023 | 2 |
Asset Dedication, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
MBL Wealth, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Aspire Private Capital, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Pegasus Partners Ltd. | 2 | 2 | 0.39% | 1.48% | 2.57% | Q2 2023 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
SMI Advisory Services, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q1 2023 | 2 |
SOA Wealth Advisors, LLC. | 2 | 2 | 0.15% | 0.31% | 0.47% | Q2 2023 | Q3 2023 | 2 |
Affiance Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
WEXFORD CAPITAL LP | 2 | 2 | 0.45% | 0.46% | 0.46% | Q1 2022 | Q2 2022 | 2 |
K.J. Harrison & Partners Inc | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Oak Harvest Investment Services | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.72% | 0.77% | 0.82% | Q1 2022 | Q2 2022 | 2 |
Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 2 | 2 | 11.15% | 13.85% | 16.55% | Q1 2014 | Q2 2014 | 2 |
1900 WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.27% | 0.53% | 0.79% | Q2 2023 | Q3 2023 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
DRW Securities, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q3 2013 | Q4 2013 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 2 |
Inscription Capital, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LEO BROKERAGE, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2014 | Q1 2014 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Miramar Fiduciary Corp | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2018 | Q4 2018 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 2.08% | 2.08% | 2.08% | Q3 2023 | Q3 2023 | 1 |
Cypress Wealth Services, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 2.13% | 2.13% | 2.13% | Q3 2023 | Q3 2023 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Horizon Investments, LLC | 1 | 1 | 11.41% | 11.41% | 11.41% | Q2 2013 | Q2 2013 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wealth Alliance | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
JSF Financial, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2022 | Q2 2022 | 1 |
Glassman Wealth Services | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2014 | Q3 2014 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Karn, Couzens & Associates, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Mayflower Financial Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Atria Investments, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
55I, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2022 | Q3 2022 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TCWP LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.