ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 41410.02%0.14%0.32%Q3 2013Q3 202341
HighTower Advisors, LLC 39390.00%0.01%0.02%Q1 2014Q3 202339
CITIGROUP INC 37370.00%0.00%0.00%Q2 2013Q2 202237
ENVESTNET ASSET MANAGEMENT INC 1770.00%0.06%0.23%Q3 2013Q3 202336
M&T BANK CORP 21150.00%0.03%0.16%Q3 2014Q3 202336
UBS Group AG 36360.01%0.02%0.04%Q4 2014Q3 202336
CWM, LLC 2480.00%0.00%0.00%Q3 2015Q3 202332
M&R CAPITAL MANAGEMENT INC 31310.00%0.00%0.00%Q2 2016Q4 202331
BlackRock Inc. 30300.00%0.00%0.00%Q4 2015Q1 202330
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1510.00%0.00%0.00%Q2 2013Q3 202330
WBH ADVISORY INC 1730.03%0.07%0.14%Q4 2015Q3 202329
AE Wealth Management LLC 28280.13%1.60%3.03%Q4 2016Q3 202328
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2710.00%0.00%0.00%Q2 2015Q3 202328
PNC FINANCIAL SERVICES GROUP, INC. 2530.00%0.00%0.00%Q3 2015Q3 202328
GenWealth Group, Inc. 26260.11%0.16%0.27%Q2 2017Q3 202326
LADENBURG THALMANN FINANCIAL SERVICES INC. 26260.00%0.00%0.00%Q3 2013Q4 201926
Prospera Financial Services Inc 1870.01%0.04%0.11%Q2 2017Q3 202325
ANCHOR CAPITAL ADVISORS LLC 1340.00%0.01%0.03%Q2 2016Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.03%0.04%Q4 2017Q3 202324
FMR LLC 2110.00%0.00%0.00%Q4 2017Q3 202322
BRYN MAWR TRUST Co 2110.01%0.52%0.97%Q1 2018Q3 202322
Simplicity Solutions, LLC 1510.05%1.77%3.91%Q3 2016Q2 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Citadel Advisors 1010.00%0.00%0.00%Q1 2015Q3 202320
J.P. Morgan Private Wealth Advisors LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Timber Hill LLC 20200.00%0.01%0.08%Q2 2013Q1 201820
Baystate Wealth Management LLC 20200.05%0.10%0.18%Q4 2018Q3 202320
Global Wealth Management Investment Advisory, Inc. 20200.65%2.29%3.30%Q4 2018Q3 202320
Cetera Advisor Networks LLC 20200.01%0.03%0.07%Q4 2018Q3 202320
MML INVESTORS SERVICES, LLC 1910.00%0.07%0.11%Q3 2018Q3 202320
RAYMOND JAMES & ASSOCIATES 19190.00%0.00%0.00%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
DARRELL & KING LLC 1610.04%0.17%0.37%Q4 2015Q4 202019
Rockefeller Capital Management L.P. 19190.00%0.00%0.01%Q1 2019Q3 202319
BLAIR WILLIAM & CO/IL 19190.00%0.00%0.00%Q1 2019Q3 202319
TIAA, FSB 18180.13%0.90%1.98%Q1 2019Q2 202318
PACIFIC FINANCIAL GROUP INC 1350.16%0.99%3.45%Q4 2018Q3 202318
Tower Research Capital LLC (TRC) 1010.00%0.01%0.05%Q2 2013Q3 202318
Financial Architects, Inc 18180.00%0.00%0.00%Q1 2016Q2 202018
Cribstone Capital Management, LLC 17170.02%0.02%0.03%Q2 2016Q2 202017
FRANKLIN RESOURCES INC 17170.00%0.00%0.00%Q3 2019Q3 202317
Gradient Investments LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
OPPENHEIMER & CO INC 17170.02%0.04%0.05%Q3 2019Q3 202317
WFG Advisors, LP 17170.00%0.00%0.00%Q2 2013Q2 201717
Commonwealth Equity Services, Inc 16160.00%0.02%0.04%Q4 2013Q3 201716
American Portfolios Advisors 16160.00%0.00%0.01%Q4 2018Q3 202216
NATIONAL PLANNING CORP 16160.09%0.11%0.14%Q2 2013Q1 201716
MONEYWISE, INC. 1240.13%0.23%0.30%Q3 2016Q1 202216
Raymond James Financial Services Advisors, Inc. 16160.00%0.00%0.01%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16160.05%0.10%0.14%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.45%0.56%0.67%Q4 2019Q3 202316
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
IFP Advisors, Inc 1140.00%0.00%0.02%Q2 2016Q4 202215
CAPTRUST FINANCIAL ADVISORS 1020.00%0.00%0.01%Q2 2017Q3 202315
Horst & Graben Wealth Management LLC 15152.98%7.53%18.17%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
GOLDMAN SACHS GROUP INC 1310.00%0.00%0.00%Q3 2017Q3 202314
Avior Wealth Management, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
FIRST CITIZENS BANK & TRUST CO 14145.50%10.61%15.16%Q2 2020Q3 202314
JANE STREET GROUP, LLC 310.00%0.00%0.01%Q1 2014Q3 202314
Compton Wealth Advisory Group, LLC 14140.70%4.56%5.39%Q2 2020Q3 202314
Equitable Holdings, Inc. 14140.01%0.01%0.02%Q4 2019Q1 202314
Anchor Investment Management, LLC 14140.00%0.00%0.00%Q3 2020Q4 202314
Mine & Arao Wealth Creation & Management, LLC. 13130.02%0.02%0.02%Q3 2020Q3 202313
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.00%0.00%Q4 2016Q3 201912
First Horizon Advisors, Inc. 12120.00%0.01%0.01%Q4 2020Q3 202312
FIFTH THIRD BANCORP 12120.00%0.00%0.00%Q4 2020Q3 202312
NinePointTwo Capital LLC 12120.43%0.54%0.61%Q4 2020Q3 202312
Venture Visionary Partners LLC 12120.06%0.07%0.10%Q4 2020Q3 202312
Advisory Services Network, LLC 410.00%0.00%0.01%Q1 2016Q3 202312
MAI Capital Management 11110.00%0.00%0.01%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Lloyd Advisory Services, LLC. 11110.28%0.32%0.36%Q4 2019Q2 202211
Clarus Wealth Advisors 740.01%0.20%0.34%Q2 2018Q2 202311
JPMORGAN CHASE & CO 11110.00%0.00%0.00%Q1 2021Q3 202311
VOYA INVESTMENT MANAGEMENT LLC 920.00%0.01%0.02%Q4 2020Q3 202311
SYNOVUS FINANCIAL CORP 11110.00%0.01%0.01%Q1 2021Q3 202311
Pallas Capital Advisors LLC 10100.02%0.06%0.08%Q2 2021Q3 202310
Cambridge Investment Research Advisors, Inc. 10100.00%0.00%0.01%Q2 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.02%0.02%0.02%Q1 2021Q3 202310
Sound Income Strategies, LLC 10100.02%0.06%0.12%Q2 2021Q3 202310
Foundations Investment Advisors, LLC 10100.02%0.04%0.10%Q2 2021Q3 202310
Stonebridge Financial Planning Group, LLC 990.02%0.02%0.04%Q4 2019Q4 20219
GRAY FINANCIAL GROUP /GA /ADV /ADV 991.89%2.21%3.68%Q4 2014Q4 20169
Waldron Private Wealth LLC 990.06%0.06%0.07%Q3 2021Q3 20239
TUCKER ASSET MANAGEMENT LLC 990.00%0.00%0.00%Q3 2021Q3 20239
KESTRA PRIVATE WEALTH SERVICES, LLC 990.03%0.17%0.29%Q3 2021Q3 20239
MSI Financial Services Inc 810.01%0.02%0.10%Q2 2013Q4 20169
CreativeOne Wealth, LLC 810.02%0.03%0.05%Q3 2019Q2 20239
Mosaic Family Wealth, LLC 990.06%0.08%0.09%Q4 2017Q4 20199
AMERICAN INTERNATIONAL GROUP, INC. 880.00%0.00%0.00%Q2 2014Q1 20168
SRS Capital Advisors, Inc. 710.00%0.55%3.45%Q4 2016Q2 20218
Key FInancial Inc 880.04%0.06%0.08%Q4 2021Q3 20238
J.W. COLE ADVISORS, INC. 880.02%0.02%0.02%Q4 2021Q3 20238
Mason & Associates Inc 884.83%6.93%8.29%Q4 2021Q3 20238
MARIPAU WEALTH MANAGEMENT LLC 880.50%0.89%1.33%Q4 2021Q3 20238
GLENMEDE TRUST CO NA 880.00%0.00%0.00%Q4 2021Q3 20238
US BANCORP \DE\ 880.00%0.00%0.00%Q4 2021Q3 20238
Peterson Financial Group, Inc. 880.89%1.24%1.94%Q4 2021Q3 20238
Continuum Advisory, LLC 440.03%0.04%0.06%Q2 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.16%0.17%0.17%Q4 2021Q3 20238
Laird Norton Wetherby Wealth Management, LLC 770.03%0.04%0.04%Q2 2018Q4 20197
9258 Wealth Management, LLC 770.07%1.23%2.38%Q1 2022Q3 20237
Livingston Group Asset Management CO (operating as Southport Capital Management) 770.06%0.10%0.13%Q3 2020Q1 20227
NewEdge Advisors, LLC 610.00%0.11%0.32%Q4 2021Q3 20237
Kohmann Bosshard Financial Services, LLC 770.11%0.12%0.13%Q1 2022Q3 20237
MANUFACTURERS LIFE INSURANCE COMPANY, THE 520.00%0.00%0.00%Q3 2016Q2 20187
Laurel Wealth Advisors LLC 770.06%0.07%0.07%Q1 2022Q3 20237
COUNTRY CLUB BANK /GFN 770.08%0.09%0.10%Q1 2022Q3 20237
Proficio Capital Partners LLC 770.08%0.88%3.00%Q1 2022Q3 20237
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
B. Riley Wealth Management, Inc. 660.04%0.05%0.05%Q1 2014Q2 20156
Country Club Trust Company, n.a. 660.09%0.09%0.10%Q3 2020Q4 20216
New Millennium Group LLC 660.01%0.02%0.03%Q2 2022Q3 20236
Qube Research & Technologies Ltd 410.00%0.00%0.00%Q2 2021Q3 20236
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20236
Meridian Wealth Management, LLC 660.02%0.03%0.04%Q2 2022Q3 20236
Virtu KCG Holdings LLC 410.00%0.01%0.02%Q4 2014Q1 20176
Strategic Equity Management 663.06%3.36%4.14%Q2 2022Q3 20236
UBS AG 660.03%0.04%0.04%Q2 2013Q3 20146
WELCH & FORBES LLC 510.01%0.01%0.01%Q4 2015Q3 20216
BOK Financial Private Wealth, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
TimeScale Financial, Inc. 660.04%0.15%0.29%Q1 2022Q2 20236
Integrated Wealth Concepts LLC 660.04%0.10%0.14%Q2 2022Q3 20236
MASSMUTUAL TRUST CO FSB/ADV 510.01%0.02%0.02%Q3 2020Q4 20226
FLOW TRADERS U.S. LLC 210.00%0.05%0.14%Q4 2016Q3 20236
FIRST NATIONAL BANK OF OMAHA 550.02%0.02%0.02%Q2 2013Q2 20145
B.O.S.S. Retirement Advisors, LLC 550.77%0.85%0.95%Q4 2022Q4 20235
NEXT Financial Group, Inc 320.00%0.00%0.01%Q2 2014Q4 20215
1832 Asset Management L.P. 410.00%0.00%0.00%Q1 2022Q3 20235
Simplicity Wealth,LLC 550.33%6.03%7.93%Q3 2022Q3 20235
WILMINGTON TRUST CO 550.02%0.02%0.02%Q2 2013Q2 20145
Ausdal Financial Partners, Inc. 410.01%0.17%0.21%Q4 2015Q3 20235
SG Americas Securities, LLC 320.00%0.01%0.01%Q2 2017Q4 20185
True Link Financial Advisors, LLC 550.11%0.15%0.19%Q3 2022Q3 20235
OneDigital Investment Advisors LLC 550.01%0.03%0.04%Q3 2022Q3 20235
First Citizens Asset Management, Inc. 4411.18%13.40%15.54%Q4 2022Q3 20234
Brookstone Capital Management 440.02%0.02%0.02%Q1 2019Q4 20194
Mariner, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
LifePlan Financial Group, Inc 440.01%0.01%0.02%Q4 2019Q3 20204
Curi Wealth Management, LLC 310.03%0.05%0.11%Q2 2021Q2 20224
Cetera Advisors LLC 210.00%0.00%0.01%Q1 2019Q2 20224
Csenge Advisory Group 440.23%0.24%0.24%Q4 2022Q3 20234
Arcadia Wealth Management, LLC 440.95%4.51%8.12%Q4 2022Q3 20234
One Wealth Advisors, LLC 440.09%0.10%0.11%Q4 2022Q3 20234
Truadvice, LLC 440.14%0.26%0.59%Q3 2020Q2 20214
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
NORTHERN TRUST CORP 310.00%0.00%0.00%Q2 2021Q1 20234
McKinley Carter Wealth Services, Inc. 440.20%0.22%0.26%Q4 2022Q3 20234
Clearstead Advisors, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
ASSETMARK, INC 440.00%0.03%0.11%Q2 2015Q1 20164
Colonial Trust Co / SC 440.02%0.02%0.02%Q4 2022Q3 20234
Janney Montgomery Scott LLC 210.00%0.00%0.00%Q2 2021Q3 20234
Ten Capital Wealth Advisors, LLC 440.00%0.00%0.01%Q2 2022Q1 20234
Bryn Mawr Capital Management, LLC 440.15%0.20%0.23%Q4 2022Q3 20234
Global Retirement Partners, LLC 330.00%0.00%0.00%Q2 2017Q4 20173
Arkadios Wealth Advisors 330.01%0.01%0.01%Q1 2021Q3 20213
Procyon Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
NEW ENGLAND SECURITIES CORP /MA/ 330.04%0.04%0.04%Q2 2014Q4 20143
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q3 2021Q3 20233
Sterling Capital Management LLC 330.02%0.02%0.02%Q1 2019Q3 20193
Kestra Advisory Services, LLC 330.01%0.01%0.01%Q2 2022Q4 20223
Cedar Mountain Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
BROWN BROTHERS HARRIMAN & CO 330.00%0.00%0.00%Q1 2023Q3 20233
TOMPKINS FINANCIAL CORP 330.01%0.01%0.01%Q4 2022Q2 20233
Renaissance Technologies 210.00%0.00%0.00%Q4 2021Q3 20233
Kingdom Financial Group LLC. 226.28%6.54%6.80%Q2 2023Q3 20232
Econ Financial Services Corp 221.69%1.72%1.75%Q1 2023Q2 20232
Asset Dedication, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
Cherry Tree Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
EverSource Wealth Advisors, LLC 220.00%0.01%0.02%Q3 2022Q4 20222
MBL Wealth, LLC 220.08%0.09%0.09%Q2 2023Q3 20232
Kore Private Wealth LLC 220.00%0.00%0.00%Q1 2020Q2 20202
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2020Q3 20232
Aspire Private Capital, LLC 110.01%0.02%0.02%Q2 2021Q1 20222
Royal Fund Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Pegasus Partners Ltd. 220.39%1.48%2.57%Q2 2023Q3 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
SMI Advisory Services, LLC 220.08%0.08%0.09%Q4 2022Q1 20232
SOA Wealth Advisors, LLC. 220.15%0.31%0.47%Q2 2023Q3 20232
Affiance Financial, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
WEXFORD CAPITAL LP 220.45%0.46%0.46%Q1 2022Q2 20222
K.J. Harrison & Partners Inc 220.06%0.06%0.06%Q1 2022Q2 20222
TOWNSQUARE CAPITAL LLC 220.00%0.00%0.00%Q2 2023Q3 20232
WealthShield Partners, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Oak Harvest Investment Services 220.05%0.06%0.08%Q2 2023Q3 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Hilltop Holdings Inc. 220.72%0.77%0.82%Q1 2022Q2 20222
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 2211.15%13.85%16.55%Q1 2014Q2 20142
1900 WEALTH MANAGEMENT LLC 220.02%0.02%0.02%Q3 2021Q4 20212
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.27%0.53%0.79%Q2 2023Q3 20232
Parkside Financial Bank & Trust 220.01%0.01%0.01%Q3 2022Q4 20222
Advisory Alpha, LLC 220.04%0.05%0.05%Q4 2022Q1 20232
Allworth Financial LP 220.00%0.00%0.00%Q3 2020Q4 20202
DRW Securities, LLC 220.02%0.04%0.05%Q3 2013Q4 20132
DIVIDEND ASSETS CAPITAL, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
AFT, FORSYTH & COMPANY, INC. 220.08%0.08%0.08%Q2 2013Q3 20132
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20232
Inscription Capital, LLC 220.05%0.05%0.05%Q4 2018Q1 20192
Glass Jacobson Investment Advisors llc 110.01%0.01%0.01%Q4 2022Q4 20221
MD Financial Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TRANSCEND CAPITAL ADVISORS, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
AllSquare Wealth Management LLC 110.00%0.00%0.00%Q2 2015Q2 20151
BOKF, NA 110.00%0.00%0.00%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
LEO BROKERAGE, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
SVB WEALTH LLC 110.02%0.02%0.02%Q3 2023Q3 20231
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q1 2014Q1 20141
Riggs Asset Managment Co. Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
FinTrust Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Financial Advisors Network, Inc. 110.03%0.03%0.03%Q4 2016Q4 20161
Pinnacle Bancorp, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Advisors Preferred, LLC 110.14%0.14%0.14%Q1 2014Q1 20141
Harbour Capital Advisors, LLC 110.04%0.04%0.04%Q1 2017Q1 20171
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
WealthTrust Fairport, LLC 110.05%0.05%0.05%Q4 2015Q4 20151
Miramar Fiduciary Corp 110.48%0.48%0.48%Q4 2018Q4 20181
GeoWealth Management, LLC 110.05%0.05%0.05%Q3 2019Q3 20191
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q2 2019Q2 20191
Envestnet Portfolio Solutions, Inc. 112.08%2.08%2.08%Q3 2023Q3 20231
Cypress Wealth Services, LLC 110.20%0.20%0.20%Q3 2022Q3 20221
Authentikos Wealth Advisory, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 112.13%2.13%2.13%Q3 2023Q3 20231
Consolidated Planning Corp 110.01%0.01%0.01%Q3 2021Q3 20211
Safeguard Investment Advisory Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Horizon Investments, LLC 1111.41%11.41%11.41%Q2 2013Q2 20131
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 110.03%0.03%0.03%Q4 2017Q4 20171
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Wealth Alliance 110.14%0.14%0.14%Q3 2022Q3 20221
Bartlett & Co. LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Creative Planning 110.00%0.00%0.00%Q4 2014Q4 20141
JSF Financial, LLC 110.50%0.50%0.50%Q2 2022Q2 20221
Glassman Wealth Services 110.02%0.02%0.02%Q4 2022Q4 20221
M Holdings Securities, Inc. 110.07%0.07%0.07%Q3 2014Q3 20141
FLPUTNAM INVESTMENT MANAGEMENT CO 110.01%0.01%0.01%Q3 2021Q3 20211
Karn, Couzens & Associates, Inc. 110.26%0.26%0.26%Q1 2022Q1 20221
Ground Swell Capital, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
Mayflower Financial Advisors, LLC 110.07%0.07%0.07%Q3 2022Q3 20221
MinichMacGregor Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
BARCLAYS PLC 110.00%0.00%0.00%Q2 2021Q2 20211
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q2 2023Q2 20231
Castleview Partners, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Banco BTG Pactual S.A. 110.18%0.18%0.18%Q2 2022Q2 20221
QRG CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
BluePath Capital Management, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
JACKSON SQUARE CAPITAL, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Atria Investments, Inc 110.02%0.02%0.02%Q3 2023Q3 20231
Silicon Hills Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Keebeck Wealth Management, LLC 110.10%0.10%0.10%Q3 2022Q3 20221
55I, LLC 110.37%0.37%0.37%Q3 2022Q3 20221
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Robertson Stephens Wealth Management, LLC 110.08%0.08%0.08%Q3 2022Q3 20221
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CFS Investment Advisory Services, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q1 2018Q1 20181
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
OLD MISSION CAPITAL LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
TCWP LLC 110.16%0.16%0.16%Q3 2022Q3 20221
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
External links

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