ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
AMERIPRISE FINANCIAL INC 42420.00%0.02%0.07%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.02%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.06%0.14%Q2 2013Q3 202342
MONTAG A & ASSOCIATES INC 42420.03%0.04%0.07%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 41410.03%0.19%0.40%Q3 2013Q3 202341
HighTower Advisors, LLC 40400.00%0.02%0.07%Q4 2013Q3 202340
CITIGROUP INC 3810.00%0.00%0.00%Q2 2013Q3 202339
PNC FINANCIAL SERVICES GROUP, INC. 3510.00%0.00%0.00%Q2 2013Q3 202336
UBS Group AG 36360.02%0.03%0.05%Q4 2014Q3 202336
M&T BANK CORP 21150.00%0.14%0.67%Q3 2014Q3 202336
Cypress Capital Management LLC (WY) 36360.00%0.01%0.01%Q4 2014Q3 202336
HUNTINGTON NATIONAL BANK 2950.00%0.02%0.04%Q3 2012Q3 202335
GOLDMAN SACHS GROUP INC 2240.00%0.00%0.00%Q4 2014Q3 202333
CWM, LLC 2480.00%0.00%0.01%Q3 2015Q3 202332
Raymond James Financial Services Advisors, Inc. 32320.00%0.07%0.17%Q4 2015Q3 202332
Wharton Business Group, LLC 2481.25%2.07%2.84%Q3 2015Q3 202332
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.01%0.04%Q2 2015Q3 202331
Private Advisor Group, LLC 31310.00%0.03%0.04%Q1 2016Q3 202331
IFP Advisors, Inc 17140.02%0.11%0.41%Q4 2015Q3 202331
Creative Planning 2110.00%0.00%0.01%Q4 2013Q3 202331
BANK OF MONTREAL /CAN/ 2920.00%0.00%0.00%Q4 2015Q3 202331
CAPTRUST FINANCIAL ADVISORS 1410.00%0.01%0.29%Q1 2015Q3 202330
Cambridge Investment Research Advisors, Inc. 30300.01%0.06%0.17%Q2 2016Q3 202330
RAYMOND JAMES & ASSOCIATES 30300.00%0.01%0.01%Q2 2016Q3 202330
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1210.00%0.00%0.00%Q2 2013Q3 202329
Cetera Advisor Networks LLC 29290.01%0.05%0.17%Q3 2016Q3 202329
Simplicity Solutions, LLC 2170.01%1.70%4.36%Q3 2016Q3 202328
AE Wealth Management LLC 28280.16%2.08%3.36%Q4 2016Q3 202328
J.P. Morgan Private Wealth Advisors LLC 2340.00%0.00%0.02%Q4 2016Q3 202327
Baystate Wealth Management LLC 27277.18%9.56%12.12%Q1 2017Q3 202327
Stratos Wealth Partners, LTD. 27270.02%0.08%0.20%Q1 2017Q3 202327
ENVESTNET ASSET MANAGEMENT INC 2070.00%0.16%0.58%Q4 2013Q3 202327
GenWealth Group, Inc. 26260.15%0.23%0.37%Q2 2017Q3 202326
JPMORGAN CHASE & CO 1790.00%0.00%0.00%Q4 2014Q3 202326
MML INVESTORS SERVICES, LLC 26260.04%0.25%1.04%Q2 2017Q3 202326
FMR LLC 26260.00%0.00%0.00%Q2 2017Q3 202326
CAHABA WEALTH MANAGEMENT, INC. 25250.09%0.18%0.45%Q3 2017Q3 202325
Steward Partners Investment Advisory, LLC 25250.01%0.02%0.09%Q3 2017Q3 202325
Parkside Financial Bank & Trust 25250.02%0.03%0.04%Q3 2017Q3 202325
Cetera Advisors LLC 2410.01%0.03%0.10%Q4 2015Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.08%0.16%0.49%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.03%0.06%0.08%Q4 2017Q3 202324
FIFTH THIRD BANCORP 1210.00%0.00%0.00%Q3 2015Q3 202324
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1770.00%0.00%0.00%Q2 2015Q3 202324
Prospera Financial Services Inc 1250.01%0.04%0.09%Q2 2017Q3 202324
NORRIS PERNE & FRENCH LLP/MI 24240.03%0.03%0.04%Q4 2017Q3 202324
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.01%Q1 2018Q3 202323
Stokes Capital Advisors, LLC 23231.11%2.38%2.95%Q1 2018Q3 202323
BRYN MAWR TRUST Co 23230.01%1.14%3.92%Q1 2018Q3 202323
First Heartland Consultants, Inc. 1210.01%0.16%0.44%Q2 2013Q3 202323
SCOTIA CAPITAL INC. 23230.01%0.02%0.03%Q3 2016Q1 202223
CREATIVE FINANCIAL DESIGNS INC /ADV 1390.01%0.49%1.33%Q4 2016Q3 202322
OPPENHEIMER & CO INC 22220.01%0.02%0.11%Q2 2018Q3 202322
Atlantic Union Bankshares Corp 1750.35%5.41%8.24%Q1 2018Q3 202322
FLAGSHIP HARBOR ADVISORS, LLC 22220.01%0.03%0.05%Q2 2018Q3 202322
AdvisorNet Financial, Inc 2110.00%0.04%0.11%Q4 2017Q3 202322
Asset Dedication, LLC 1750.01%0.01%0.02%Q1 2018Q3 202322
Parallel Advisors, LLC 22220.00%0.00%0.00%Q2 2017Q3 202222
Financial Architects, Inc 1840.00%0.00%0.01%Q3 2014Q2 202022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.02%0.06%0.28%Q3 2018Q3 202321
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.01%0.15%0.28%Q4 2014Q4 201921
Tower Research Capital LLC (TRC) 1230.00%0.03%0.08%Q1 2018Q3 202321
IHT Wealth Management, LLC 1920.00%0.04%0.12%Q4 2017Q3 202321
Global Wealth Management Investment Advisory, Inc. 20200.96%2.98%4.83%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.01%0.01%Q4 2017Q3 202220
NEXT Financial Group, Inc 1040.00%0.00%0.02%Q2 2014Q4 202120
Gradient Investments LLC 1820.00%0.00%0.01%Q1 2018Q3 202320
Brinker Capital Investments, LLC 1410.00%0.40%1.31%Q2 2013Q4 202220
SEGALL BRYANT & HAMILL, LLC 1120.00%0.01%0.02%Q2 2018Q2 202319
Rockefeller Capital Management L.P. 19190.00%0.01%0.01%Q1 2019Q3 202319
Geneos Wealth Management Inc. 19190.00%0.05%0.11%Q1 2019Q3 202319
Western Wealth Management, LLC 1180.07%0.13%0.20%Q4 2018Q3 202319
Argent Trust Co 19190.03%0.04%0.05%Q1 2019Q3 202319
Global Retirement Partners, LLC 820.00%0.14%0.42%Q4 2017Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
COLONY GROUP LLC 19190.01%0.01%0.02%Q1 2019Q3 202319
Commonwealth Equity Services, Inc 18180.01%0.04%0.07%Q2 2013Q3 201718
JANE STREET GROUP, LLC 510.00%0.00%0.01%Q1 2014Q4 202218
Private Ocean, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
REGIONS FINANCIAL CORP 1260.00%0.01%0.02%Q4 2017Q3 202318
US BANCORP \DE\ 1260.00%0.00%0.02%Q4 2018Q3 202318
B. Riley Wealth Management, Inc. 840.00%0.36%1.35%Q1 2014Q2 202218
BlackRock Inc. 1130.00%0.00%0.00%Q4 2015Q1 202318
Baird Financial Group, Inc. 18180.00%0.01%0.02%Q2 2019Q3 202318
THOROUGHBRED FINANCIAL SERVICES, LLC 1710.10%0.30%0.62%Q1 2019Q3 202318
TIAA, FSB 18180.15%1.27%3.41%Q1 2019Q2 202318
Advisory Services Network, LLC 18180.00%0.12%0.28%Q2 2019Q3 202318
PACIFIC FINANCIAL GROUP INC 1340.24%0.96%3.27%Q4 2018Q3 202317
Investors Research Corp 17170.00%0.96%2.23%Q3 2019Q3 202317
Sigma Planning Corp 17170.01%0.06%0.11%Q3 2019Q3 202317
WFG Advisors, LP 17170.00%0.00%0.01%Q2 2013Q2 201717
STIFEL FINANCIAL CORP 1610.00%0.00%0.00%Q2 2019Q3 202317
Sutton Wealth Advisors Inc. 17170.00%0.00%0.00%Q3 2019Q3 202317
HARBOR INVESTMENT ADVISORY, LLC 16160.61%0.71%0.86%Q4 2019Q3 202316
SYNOVUS FINANCIAL CORP 1110.00%0.01%0.02%Q1 2017Q3 202316
Stonebridge Financial Planning Group, LLC 16164.83%6.61%7.61%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16160.14%0.17%0.21%Q4 2019Q3 202316
Total Clarity Wealth Management, Inc. 16160.10%0.21%0.32%Q4 2019Q3 202316
IPG Investment Advisors LLC 16160.11%0.14%0.18%Q4 2014Q3 201816
Cribstone Capital Management, LLC 16160.01%0.02%0.03%Q2 2016Q1 202016
Visionary Wealth Advisors 16160.06%0.08%0.13%Q4 2019Q3 202316
LINCOLN NATIONAL CORP 16160.01%0.03%0.05%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.02%0.02%0.03%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.02%0.09%0.15%Q4 2019Q3 202316
Voya Financial Advisors, Inc. 16160.02%0.03%0.05%Q2 2017Q1 202116
Dynamic Advisor Solutions LLC 1310.02%0.04%0.07%Q4 2017Q3 202316
BOK Financial Private Wealth, Inc. 1420.02%0.02%0.03%Q3 2019Q3 202316
Bank of New York Mellon Corp 15150.00%0.00%0.00%Q1 2020Q3 202315
Brookstone Capital Management 1140.01%0.09%0.20%Q1 2019Q3 202315
WEST PACES ADVISORS INC. 15150.01%0.02%0.03%Q1 2020Q3 202315
Janney Montgomery Scott LLC 1410.00%0.00%0.00%Q4 2019Q3 202315
NORTHERN TRUST CORP 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.06%0.14%Q2 2016Q4 201915
AVANTAX ADVISORY SERVICES, INC. 15150.01%0.06%0.23%Q1 2020Q3 202315
Atria Investments, Inc 1120.02%0.06%0.22%Q2 2017Q2 202315
N.E.W. Advisory Services LLC 1410.05%0.07%0.09%Q4 2019Q3 202315
Arkadios Wealth Advisors 1320.01%0.12%0.69%Q4 2019Q3 202315
Meridian Wealth Management, LLC 1410.01%0.19%0.61%Q2 2019Q3 202315
CIBC WORLD MARKET INC. 1320.00%0.00%0.00%Q1 2019Q3 202315
Cetera Investment Advisers 15150.03%0.07%0.16%Q1 2020Q3 202315
NOMURA ASSET MANAGEMENT CO LTD 870.00%0.01%0.01%Q4 2019Q3 202315
MSI Financial Services Inc 15150.00%0.25%0.48%Q2 2013Q4 201615
Summit Trail Advisors, LLC 15150.03%0.11%0.26%Q1 2020Q3 202315
NBT BANK N A /NY 1410.03%0.04%0.04%Q4 2019Q3 202315
Horst & Graben Wealth Management LLC 15153.43%6.80%13.54%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.07%0.15%0.51%Q1 2020Q3 202315
Financial Partners Group, Inc 14140.74%1.04%1.35%Q2 2020Q3 202314
Clarus Wealth Advisors 14140.01%0.22%0.37%Q2 2018Q3 202114
FIRST CITIZENS BANK & TRUST CO 14146.95%17.79%25.08%Q2 2020Q3 202314
Venture Visionary Partners LLC 14140.06%0.09%0.14%Q2 2020Q3 202314
STEPHENS INC /AR/ 14140.01%0.01%0.01%Q2 2020Q3 202314
Crumly & Associates Inc. 14141.43%6.25%13.37%Q2 2020Q3 202314
FDx Advisors, Inc. 820.01%0.03%0.18%Q4 2016Q3 202214
Csenge Advisory Group 14140.04%0.12%0.67%Q2 2020Q3 202314
Compton Wealth Advisory Group, LLC 14140.70%2.69%7.14%Q2 2020Q3 202314
AMG National Trust Bank 14140.02%0.02%0.03%Q2 2020Q3 202314
Avior Wealth Management, LLC 14140.00%0.13%0.49%Q2 2020Q3 202314
CHEMUNG CANAL TRUST CO 14140.05%0.06%0.07%Q3 2020Q4 202314
IEQ CAPITAL, LLC 1120.02%0.04%0.05%Q2 2020Q3 202313
First Allied Advisory Services, Inc. 630.01%0.06%0.14%Q2 2014Q3 202013
CITY HOLDING CO 13130.00%0.01%0.01%Q3 2020Q3 202313
PARAMETRIC PORTFOLIO ASSOCIATES LLC 13130.00%0.00%0.00%Q1 2019Q1 202213
Citadel Advisors 210.00%0.00%0.00%Q4 2014Q2 202313
Kestra Advisory Services, LLC 13130.03%0.05%0.06%Q3 2020Q3 202313
FIRSTMERIT BANK N A TRUSTEE 13130.11%0.12%0.12%Q2 2013Q2 201613
Mine & Arao Wealth Creation & Management, LLC. 13130.01%0.02%0.02%Q3 2020Q3 202313
Cornerstone Wealth Management, LLC 13130.14%0.52%0.79%Q1 2017Q1 202013
Vantage Investment Advisors, LLC 13130.01%0.02%0.04%Q3 2015Q3 201813
Founders Financial Alliance, LLC 13130.11%0.15%0.19%Q3 2020Q3 202313
Gratus Capital, LLC 13130.02%0.03%0.04%Q3 2020Q3 202313
Legacy Wealth Planning, LLC 12123.39%4.68%5.99%Q4 2019Q3 202212
NinePointTwo Capital LLC 12120.80%0.99%1.18%Q4 2020Q3 202312
CreativeOne Wealth, LLC 910.02%0.05%0.07%Q3 2019Q3 202312
Fluent Financial, LLC 12120.33%1.38%2.20%Q4 2020Q3 202312
J.W. COLE ADVISORS, INC. 840.02%0.04%0.06%Q3 2020Q3 202312
DARRELL & KING LLC 12120.05%0.07%0.10%Q4 2015Q3 201812
THRIVENT FINANCIAL FOR LUTHERANS 12120.00%0.02%0.09%Q4 2020Q3 202312
ProVise Management Group, LLC 12120.04%0.41%1.09%Q4 2020Q3 202312
WBH ADVISORY INC 930.03%0.04%0.04%Q3 2020Q3 202312
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.00%0.00%Q4 2016Q3 201912
Mezzasalma Advisors, LLC 12120.46%0.74%1.14%Q4 2020Q3 202312
VOYA INVESTMENT MANAGEMENT LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
FINANCIAL COUNSELORS INC 12120.01%0.02%0.02%Q4 2020Q3 202312
EVOKE WEALTH, LLC 1110.00%0.00%0.00%Q3 2019Q3 202212
Strategic Equity Management 12120.49%6.68%15.58%Q4 2020Q3 202312
Round Rock Advisors, LLC 12120.20%0.30%0.47%Q4 2020Q3 202312
WEDBUSH SECURITIES INC 710.04%0.04%0.06%Q4 2019Q3 202312
SOA Wealth Advisors, LLC. 12123.24%6.68%11.88%Q4 2020Q3 202312
Samalin Investment Counsel, LLC 12120.70%0.90%1.30%Q4 2020Q3 202312
BCGM Wealth Management, LLC 12120.29%0.63%1.04%Q4 2020Q3 202312
DEUTSCHE BANK AG\ 720.00%0.00%0.00%Q2 2014Q3 202312
McKinley Carter Wealth Services, Inc. 12120.03%0.04%0.06%Q4 2020Q3 202312
Safeguard Investment Advisory Group, LLC 12120.20%0.31%0.43%Q4 2020Q3 202312
Integrated Advisors Network LLC 12120.02%0.02%0.02%Q4 2020Q3 202312
Kore Private Wealth LLC 11110.08%0.13%0.19%Q1 2020Q3 202211
BB&T SECURITIES, LLC 11110.01%0.02%0.03%Q1 2017Q3 201911
CYPRESS CAPITAL MANAGEMENT LLC 11112.43%2.59%2.75%Q1 2020Q3 202211
Lloyd Advisory Services, LLC. 11110.38%0.74%2.39%Q4 2019Q2 202211
ADVANTAGE INVESTMENT MANAGEMENT, LLC 920.02%0.33%2.18%Q4 2016Q3 201911
Burns Matteson Capital Management, LLC 11111.75%2.31%3.40%Q4 2020Q2 202311
Tranquility Partners, LLC 11110.12%0.14%0.16%Q4 2020Q2 202311
Empire Life Investments Inc. 11110.03%0.05%0.07%Q1 2021Q3 202311
MAI Capital Management 11110.00%0.01%0.01%Q1 2021Q3 202311
CREDIT SUISSE AG/ 11110.00%0.00%0.01%Q1 2013Q3 201511
Spire Wealth Management 11110.00%0.02%0.07%Q1 2021Q3 202311
Keel Point, LLC 11110.04%0.07%0.12%Q1 2021Q3 202311
Regal Investment Advisors LLC 1010.02%0.05%0.15%Q4 2020Q3 202311
WealthTrust Fairport, LLC 11110.03%0.03%0.06%Q4 2015Q2 201811
GPS Wealth Strategies Group, LLC 830.01%0.05%0.09%Q4 2020Q3 202311
Pallas Capital Advisors LLC 10100.03%0.07%0.10%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.05%0.11%Q1 2021Q3 202310
HM PAYSON & CO 10100.00%0.00%0.00%Q2 2021Q3 202310
KEYBANK NATIONAL ASSOCIATION/OH 730.00%0.00%0.00%Q4 2020Q3 202310
JSF Financial, LLC 910.12%1.01%2.36%Q4 2018Q3 202310
Sound Income Strategies, LLC 10100.02%0.08%0.14%Q2 2021Q3 202310
Darwin Wealth Management, LLC 10100.09%0.77%1.55%Q2 2021Q3 202310
Foundations Investment Advisors, LLC 10100.01%0.05%0.14%Q2 2021Q3 202310
Bedel Financial Consulting, Inc. 10100.03%0.04%0.04%Q2 2018Q3 202010
Lindbrook Capital, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
HMS Capital Management, LLC 10100.13%0.54%2.50%Q4 2018Q1 202110
Renaissance Technologies 310.00%0.00%0.00%Q2 2019Q2 202310
Timber Hill LLC 10100.00%0.00%0.00%Q2 2013Q3 201510
MONEY CONCEPTS CAPITAL CORP 820.02%0.98%2.61%Q4 2020Q3 202310
McAdam, LLC 10100.06%0.43%0.88%Q2 2021Q3 202310
Certified Advisory Corp 910.01%0.36%0.80%Q1 2021Q3 202310
Orion Portfolio Solutions, LLC 820.00%0.23%0.78%Q1 2020Q3 202310
WealthShield Partners, LLC 510.01%0.08%0.24%Q3 2019Q3 202310
KESTRA PRIVATE WEALTH SERVICES, LLC 990.02%0.22%0.39%Q3 2021Q3 20239
TUCKER ASSET MANAGEMENT LLC 990.00%0.00%0.01%Q3 2021Q3 20239
GRAY FINANCIAL GROUP /GA /ADV /ADV 992.26%3.10%5.85%Q4 2014Q4 20169
SRS Capital Advisors, Inc. 710.00%0.48%3.34%Q4 2016Q2 20239
M Holdings Securities, Inc. 510.03%0.05%0.07%Q3 2014Q2 20229
Laurel Wealth Advisors, Inc. 540.02%0.03%0.04%Q3 2020Q4 20229
CAPITAL ONE FINANCIAL CORP 990.17%0.19%0.28%Q1 2020Q1 20229
Alpha Omega Wealth Management LLC 990.01%0.01%0.01%Q2 2017Q2 20199
ArchPoint Investors 990.07%0.11%0.19%Q1 2019Q1 20219
B. Riley Wealth Advisors, Inc. 510.01%0.06%0.15%Q2 2014Q3 20239
Mirador Capital Partners LP 990.08%0.09%0.11%Q3 2020Q3 20229
TNF LLC 990.37%0.42%0.48%Q3 2021Q3 20239
Qube Research & Technologies Ltd 630.00%0.00%0.00%Q2 2021Q3 20239
EPG Wealth Management LLC 420.03%0.09%0.21%Q1 2020Q3 20239
Waldron Private Wealth LLC 990.06%0.14%0.20%Q3 2021Q3 20239
GeoWealth Management, LLC 410.00%0.19%0.97%Q3 2019Q3 20239
Belpointe Asset Management LLC 990.01%0.02%0.05%Q1 2021Q1 20239
Dana Investment Advisors, Inc. 510.02%0.05%0.10%Q3 2020Q3 20239
Truvestments Capital LLC 990.09%0.11%0.16%Q3 2021Q3 20239
Allworth Financial LP 990.01%0.02%0.06%Q3 2021Q3 20239
Main Street Research LLC 810.02%0.03%0.03%Q4 2017Q1 20229
FLAGSTAR ADVISORS INC 991.24%1.52%2.13%Q3 2021Q3 20239
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 990.00%0.00%0.00%Q3 2021Q3 20239
NewEdge Advisors, LLC 990.02%0.13%0.50%Q3 2021Q3 20239
NWAM LLC 990.02%0.02%0.03%Q3 2021Q3 20239
MANUFACTURERS LIFE INSURANCE COMPANY, THE 630.00%0.00%0.00%Q2 2016Q3 20189
Redhawk Wealth Advisors, Inc. 880.05%0.08%0.10%Q2 2020Q1 20228
BENJAMIN EDWARDS INC 880.05%0.09%0.16%Q4 2021Q3 20238
Peterson Financial Group, Inc. 881.29%1.63%2.26%Q4 2021Q3 20238
Archford Capital Strategies, LLC 880.06%0.15%0.22%Q3 2021Q2 20238
Aspire Wealth Management Corp 880.79%3.18%4.98%Q4 2021Q3 20238
Wedmont Private Capital 880.06%0.10%0.20%Q4 2021Q3 20238
Latitude Advisors, LLC 880.30%0.56%0.69%Q4 2021Q3 20238
FORTE CAPITAL LLC /ADV 880.04%0.05%0.06%Q4 2021Q3 20238
SALEM INVESTMENT COUNSELORS INC 880.00%0.00%0.00%Q4 2021Q3 20238
National Wealth Management Group, LLC 880.28%0.48%1.37%Q4 2021Q3 20238
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 881.50%3.37%5.20%Q4 2021Q3 20238
BESSEMER GROUP INC 610.00%0.00%0.00%Q3 2020Q3 20238
MURPHY CAPITAL MANAGEMENT INC 880.03%0.03%0.04%Q3 2020Q2 20228
Aspire Capital Advisors LLC 885.05%11.28%36.51%Q4 2021Q3 20238
Livingston Group Asset Management CO (operating as Southport Capital Management) 880.09%0.24%0.53%Q2 2020Q1 20228
New England Private Wealth Advisors LLC 530.14%0.22%0.27%Q1 2021Q3 20238
Sandy Spring Bank 880.00%0.00%0.00%Q4 2020Q3 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Byrne Asset Management LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Key Client Fiduciary Advisors, LLC 880.21%0.36%0.58%Q4 2021Q3 20238
AFT, FORSYTH & COMPANY, INC. 420.08%0.12%0.16%Q2 2013Q3 20238
Bartlett & Co. LLC 880.00%0.00%0.00%Q1 2022Q4 20238
NATIONAL PLANNING CORP 610.02%0.03%0.03%Q3 2013Q4 20158
GLENMEDE TRUST CO NA 880.00%0.01%0.01%Q4 2021Q3 20238
FLOW TRADERS U.S. LLC 510.00%0.07%0.18%Q4 2016Q3 20238
Mason & Associates Inc 880.07%1.77%7.05%Q4 2021Q3 20238
MARIPAU WEALTH MANAGEMENT LLC 880.67%1.04%1.62%Q4 2021Q3 20238
BEAM WEALTH ADVISORS, INC. 880.78%1.18%1.43%Q4 2019Q3 20218
Weaver Consulting Group 770.00%0.01%0.01%Q1 2019Q3 20207
Kohmann Bosshard Financial Services, LLC 770.08%0.09%0.11%Q1 2022Q3 20237
COZAD ASSET MANAGEMENT INC 770.04%0.13%0.21%Q1 2022Q3 20237
Valmark Advisers, Inc. 770.15%0.23%0.33%Q1 2022Q3 20237
Sowell Financial Services LLC 770.00%0.01%0.01%Q3 2019Q1 20217
Stewardship Advisors, LLC 770.59%1.59%3.08%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.09%0.10%0.11%Q4 2021Q3 20237
CENTAURUS FINANCIAL, INC. 510.01%0.05%0.26%Q2 2018Q4 20217
Ancora Advisors LLC 770.00%0.00%0.00%Q1 2022Q3 20237
9258 Wealth Management, LLC 770.09%1.34%2.88%Q1 2022Q3 20237
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 510.01%0.20%1.27%Q4 2019Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.07%0.14%0.25%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Newbridge Financial Services Group, Inc. 770.02%0.02%0.02%Q1 2022Q3 20237
MGO ONE SEVEN LLC 610.00%1.47%3.67%Q4 2018Q3 20237
Stratos Wealth Advisors, LLC 770.06%0.07%0.08%Q1 2022Q3 20237
REILLY FINANCIAL ADVISORS, LLC 770.01%0.01%0.01%Q2 2020Q4 20217
Hilltop Holdings Inc. 520.04%0.51%1.48%Q3 2019Q3 20237
LEO BROKERAGE, LLC 210.06%0.63%1.93%Q4 2020Q2 20237
STEEL GROVE CAPITAL ADVISORS, LLC 770.03%0.04%0.04%Q2 2017Q4 20187
Fermata Advisors, LLC 610.09%0.33%0.79%Q3 2021Q3 20237
Private Capital Group, LLC 770.00%0.01%0.02%Q4 2020Q2 20227
Biltmore Capital Advisors LLC 770.10%0.11%0.13%Q2 2020Q4 20217
ACG Wealth 410.03%0.03%0.04%Q2 2017Q4 20197
INVESTMENT CENTERS OF AMERICA INC 770.03%0.04%0.06%Q1 2016Q3 20177
FundX Investment Group, LLC 770.33%5.24%10.38%Q2 2020Q4 20217
Raleigh Capital Management Inc. 770.04%0.05%0.06%Q1 2022Q3 20237
One Capital Management, LLC 770.22%0.67%1.75%Q1 2022Q3 20237
LexAurum Advisors, LLC 770.10%0.11%0.11%Q1 2022Q3 20237
JOURNEY STRATEGIC WEALTH LLC 610.27%0.58%0.90%Q4 2021Q3 20237
Rockbridge Investment Management, LCC 770.01%0.01%0.01%Q2 2020Q4 20217
Merit Financial Group, LLC 770.02%0.02%0.04%Q1 2022Q3 20237
MASSMUTUAL TRUST CO FSB/ADV 770.00%0.03%0.04%Q2 2020Q4 20217
Atria Wealth Solutions, Inc. 770.02%0.05%0.10%Q1 2022Q3 20237
Kingsview Wealth Management, LLC 660.11%0.12%0.14%Q2 2022Q3 20236
WELCH & FORBES LLC 510.01%0.01%0.01%Q4 2015Q3 20216
AMERICAN INTERNATIONAL GROUP, INC. 660.00%0.00%0.00%Q4 2014Q1 20166
Edge Wealth Management LLC 660.01%0.01%0.01%Q3 2016Q4 20176
Rodgers & Associates, LTD 660.05%0.06%0.07%Q2 2022Q3 20236
Principle Wealth Partners LLC 660.02%0.03%0.03%Q2 2022Q3 20236
Valeo Financial Advisors, LLC 660.00%0.00%0.00%Q1 2018Q2 20196
ASSETMARK, INC 410.00%0.01%0.04%Q2 2015Q3 20236
GREAT VALLEY ADVISOR GROUP, INC. 420.01%0.02%0.03%Q3 2021Q3 20236
Atlas Private Wealth Advisors 660.02%0.05%0.09%Q2 2020Q3 20216
Forum Private Client Group LLC 660.97%3.85%6.14%Q1 2022Q2 20236
UBS AG 660.03%0.04%0.04%Q2 2013Q3 20146
Mosaic Family Wealth, LLC 660.03%0.04%0.06%Q4 2017Q1 20196
Mutual Advisors, LLC 660.03%0.12%0.30%Q4 2018Q1 20206
Aptus Capital Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
TOMPKINS FINANCIAL CORP 660.00%0.00%0.00%Q3 2022Q4 20236
JAMES INVESTMENT RESEARCH INC 660.07%0.09%0.11%Q2 2022Q3 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 660.01%0.02%0.02%Q2 2022Q3 20236
BENJAMIN F. EDWARDS & COMPANY, INC. 660.00%0.01%0.03%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.02%0.05%0.07%Q2 2022Q3 20236
HRT FINANCIAL LP 510.01%0.03%0.07%Q3 2020Q1 20236
Advisory Alpha, LLC 420.02%0.08%0.16%Q3 2021Q3 20236
Sterling Investment Advisors, Ltd. 660.04%0.04%0.04%Q1 2021Q2 20226
Capital Analysts, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Larson Financial Group LLC 420.00%0.00%0.00%Q2 2021Q4 20226
Belvedere Trading LLC 330.00%0.00%0.00%Q1 2023Q3 20236
Realta Investment Advisors 220.00%0.02%0.04%Q1 2019Q3 20236
Wealthcare Advisory Partners LLC 660.58%0.71%0.89%Q2 2022Q3 20236
Almanack Investment Partners, LLC. 210.06%0.28%1.28%Q1 2018Q1 20226
BUCKINGHAM STRATEGIC WEALTH, LLC 660.00%0.02%0.04%Q3 2020Q4 20216
Revolve Wealth Partners, LLC 660.07%0.08%0.12%Q2 2022Q3 20236
NEW ENGLAND SECURITIES CORP /MA/ 660.00%0.01%0.01%Q3 2013Q4 20146
New Millennium Group LLC 660.03%0.05%0.06%Q2 2022Q3 20236
Curi Wealth Management, LLC 660.04%0.08%0.14%Q1 2021Q2 20226
Lenox Wealth Advisors, LLC 660.02%0.02%0.03%Q1 2015Q2 20166
WIN ADVISORS, INC 410.00%0.68%2.92%Q4 2021Q1 20235
FIRST NATIONAL BANK OF OMAHA 550.02%0.02%0.02%Q2 2013Q2 20145
Patriot Financial Group Insurance Agency, LLC 550.00%0.00%0.00%Q2 2021Q2 20225
Sandy Cove Advisors, LLC 320.13%0.16%0.22%Q4 2021Q3 20235
McIlrath & Eck, LLC 550.71%1.16%1.62%Q3 2022Q3 20235
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 550.49%9.02%14.20%Q4 2019Q4 20205
Perigon Wealth Management, LLC 410.00%0.02%0.04%Q4 2020Q3 20235
BARCLAYS PLC 210.00%0.00%0.00%Q4 2016Q3 20215
Ameliora Wealth Management Ltd. 550.01%0.87%2.19%Q3 2022Q3 20235
B.O.S.S. Retirement Advisors, LLC 550.90%1.18%1.42%Q4 2022Q4 20235
RESOLUTE FINANCIAL, LLC 550.37%0.51%0.66%Q4 2021Q4 20225
Sequent Asset Management, LLC 550.19%0.23%0.28%Q3 2021Q3 20225
WMS Partners, LLC 320.02%0.03%0.07%Q3 2021Q3 20235
Simplicity Wealth,LLC 550.43%8.06%10.51%Q3 2022Q3 20235
DAVENPORT & Co LLC 550.05%0.08%0.11%Q3 2022Q3 20235
Vigilant Capital Management, LLC 550.00%0.00%0.00%Q1 2021Q1 20225
PFG Advisors 550.02%0.08%0.09%Q3 2022Q3 20235
Mariner, LLC 550.00%0.05%0.09%Q3 2022Q3 20235
Apexium Financial, LP 550.33%0.45%0.56%Q3 2022Q3 20235
Jacobi Capital Management LLC 550.00%0.00%0.01%Q3 2020Q3 20215
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 550.02%0.03%0.04%Q3 2020Q3 20215
BAROMETER CAPITAL MANAGEMENT INC. 550.16%0.29%0.47%Q2 2019Q2 20205
SG Americas Securities, LLC 550.00%0.01%0.01%Q2 2016Q2 20175
CIBC Private Wealth Group, LLC 320.00%0.00%0.00%Q2 2022Q3 20235
Baltimore-Washington Financial Advisors, Inc. 550.02%0.24%0.48%Q3 2022Q3 20235
Sequoia Financial Advisors, LLC 410.00%0.01%0.01%Q1 2022Q3 20235
Integrated Wealth Management 550.00%0.00%0.01%Q1 2015Q1 20165
Empowered Funds, LLC 320.97%2.05%4.00%Q2 2020Q1 20225
INTREPID CAPITAL MANAGEMENT INC 550.24%0.32%0.50%Q3 2022Q3 20235
CITIZENS FINANCIAL GROUP INC/RI 410.01%0.01%0.01%Q2 2019Q3 20235
Richard W. Paul & Associates, LLC 440.19%0.20%0.21%Q4 2022Q3 20234
OPTIMUM INVESTMENT ADVISORS 440.04%0.05%0.07%Q2 2014Q1 20154
Halpern Financial, Inc. 440.00%0.01%0.03%Q1 2020Q4 20204
First Citizens Asset Management, Inc. 4414.11%16.28%18.12%Q4 2022Q3 20234
LifePlan Financial Group, Inc 440.02%0.06%0.13%Q4 2019Q3 20204
Financial Freedom, LLC 440.02%0.07%0.21%Q4 2022Q3 20234
Fulcrum Equity Management 210.99%1.93%3.03%Q3 2020Q3 20234
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 440.80%0.86%0.94%Q4 2022Q3 20234
EWG Elevate Inc. 210.40%1.38%3.65%Q3 2020Q3 20234
Trexquant Investment LP 310.01%0.04%0.07%Q1 2020Q3 20224
Virtu KCG Holdings LLC 210.00%0.01%0.01%Q2 2014Q2 20174
LEVEL FOUR ADVISORY SERVICES, LLC 440.03%0.05%0.07%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.06%0.06%0.07%Q4 2022Q3 20234
Castleview Partners, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Arcadia Wealth Management, LLC 441.37%5.67%10.55%Q4 2022Q3 20234
American Trust 440.06%0.07%0.08%Q4 2022Q3 20234
Wolf Group Capital Advisors 442.22%2.62%2.88%Q4 2022Q3 20234
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
Avestar Capital, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Asset Allocation Strategies LLC 441.15%2.47%2.98%Q4 2022Q3 20234
VitalStone Financial, LLC 440.00%0.20%0.80%Q4 2022Q3 20234
K.J. Harrison & Partners Inc 210.04%0.05%0.07%Q3 2019Q2 20234
Werba Rubin Papier Wealth Management 440.25%0.27%0.28%Q4 2022Q3 20234
RPg Family Wealth Advisory, LLC 440.02%0.02%0.02%Q1 2019Q4 20194
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.03%0.04%0.06%Q4 2022Q3 20234
Rooted Wealth Advisors, Inc. 440.18%0.21%0.23%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Portfolio Strategies, Inc. 310.44%1.21%2.82%Q1 2020Q3 20234
WEALTHSOURCE PARTNERS, LLC 220.03%0.05%0.06%Q2 2020Q4 20214
Horizon Investments, LLC 310.00%0.03%0.11%Q1 2016Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Proficio Capital Partners LLC 110.84%2.21%3.24%Q3 2019Q2 20234
B. Riley Financial, Inc. 440.43%0.68%0.94%Q3 2017Q2 20184
MONECO Advisors, LLC 440.13%0.22%0.27%Q4 2022Q3 20234
Bryn Mawr Capital Management, LLC 442.03%2.43%2.76%Q4 2022Q3 20234
Whelan Financial 440.58%0.66%0.83%Q4 2022Q3 20234
Betterment LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Colonial Trust Co / SC 440.03%0.03%0.03%Q4 2022Q3 20234
Ameritas Investment Company, LLC 310.00%0.00%0.00%Q3 2019Q1 20214
Alpha Financial Partners, LLC 440.76%0.90%1.04%Q4 2022Q3 20234
Milestone Investment Advisors LLC 442.26%2.54%2.83%Q4 2022Q3 20234
Truadvice, LLC 440.22%0.38%0.80%Q3 2020Q2 20214
Triumph Capital Management 440.95%1.19%1.59%Q2 2021Q1 20224
Ellis Investment Partners, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Clearstead Advisors, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
U.S. Capital Wealth Advisors, LLC 210.01%0.01%0.01%Q4 2021Q3 20234
Old North State Trust, LLC 440.03%0.07%0.12%Q1 2021Q4 20214
Tidal Investments LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Elevated Capital Advisors, LLC 440.08%0.10%0.12%Q4 2022Q3 20234
Family Capital Management, Inc. 442.32%4.66%6.39%Q4 2022Q3 20234
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Financial Council Asset Management Inc 330.26%0.30%0.33%Q3 2021Q1 20223
MERIDIAN MANAGEMENT CO 330.10%0.11%0.12%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.60%0.92%1.52%Q4 2022Q3 20233
Consolidated Portfolio Review Corp 330.68%0.69%0.70%Q1 2023Q3 20233
Wealth & Pension Services Group, Inc. 330.37%0.37%0.38%Q1 2019Q3 20193
Vantage Financial Partners, LLC 332.33%2.48%2.64%Q1 2023Q3 20233
FFT WEALTH MANAGEMENT LLC 110.02%0.04%0.06%Q1 2020Q4 20213
Glass Jacobson Investment Advisors llc 210.03%0.06%0.11%Q4 2022Q3 20233
Cedar Mountain Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Novak Financial Planning, LLC 331.82%1.87%1.90%Q4 2020Q2 20213
Confluence Wealth Services, Inc. 210.04%0.05%0.06%Q4 2021Q3 20233
Ameritas Advisory Services, LLC 210.01%0.01%0.01%Q4 2022Q3 20233
Prime Capital Investment Advisors, LLC 210.01%0.05%0.12%Q4 2021Q3 20233
Gleason Group, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
SURIENCE PRIVATE WEALTH LLC 216.11%15.24%20.21%Q4 2021Q3 20233
Sterling Capital Management LLC 330.02%0.02%0.03%Q1 2019Q3 20193
Clarity Financial LLC 330.20%0.29%0.38%Q2 2021Q4 20213
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q1 2021Q3 20223
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
55I, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Clark Capital Management Group, Inc. 330.05%1.10%1.68%Q1 2023Q3 20233
Pinnacle Private Wealth, LLC 330.10%0.11%0.12%Q4 2021Q2 20223
Strategic Financial Concepts, LLC 330.35%0.38%0.40%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Moors & Cabot, Inc. 330.04%0.04%0.05%Q1 2016Q3 20163
SeaCrest Wealth Management, LLC 210.01%0.02%0.03%Q2 2021Q2 20223
Key FInancial Inc 330.03%0.04%0.04%Q1 2023Q3 20233
Nordwand Advisors, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.35%0.38%0.41%Q1 2023Q3 20233
D.A. DAVIDSON & CO. 210.00%0.03%0.09%Q4 2014Q4 20183
WJ Wealth Management, LLC 332.53%4.58%5.92%Q1 2023Q3 20233
Jackson Wealth Management, LLC 330.90%1.13%1.56%Q1 2023Q3 20233
TruWealth Advisors, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
TRUE Private Wealth Advisors 330.03%0.04%0.04%Q1 2023Q3 20233
Integrated Wealth Concepts LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Kabarec Financial Advisors, Ltd. 330.13%0.15%0.17%Q4 2017Q2 20183
Laird Norton Wetherby Wealth Management, LLC 210.03%0.03%0.05%Q2 2018Q1 20193
Meridian Financial Partners LLC 110.41%1.40%2.23%Q4 2021Q2 20233
BROWN BROTHERS HARRIMAN & CO 330.00%0.00%0.00%Q1 2023Q3 20233
O'Brien Wealth Partners LLC 330.04%0.05%0.05%Q1 2018Q3 20183
Apollon Wealth Management, LLC 210.01%0.02%0.02%Q3 2022Q3 20233
Leeward Financial Partners, LLC 330.13%0.13%0.14%Q1 2023Q3 20233
EP Wealth Advisors, LLC 330.00%0.03%0.07%Q1 2023Q3 20233
CATALYST FINANCIAL PARTNERS LLC 210.07%0.09%0.13%Q4 2022Q3 20233
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.04%0.04%0.05%Q4 2017Q3 20183
TITLEIST ASSET MANAGEMENT, LLC 330.29%0.32%0.35%Q1 2023Q3 20233
LEAVELL INVESTMENT MANAGEMENT, INC. 220.02%0.03%0.04%Q2 2023Q3 20232
Pensionmark Financial Group, LLC 220.41%0.45%0.48%Q2 2023Q3 20232
MARSHALL WACE, LLP 220.00%0.01%0.01%Q2 2023Q3 20232
DRW Securities, LLC 110.05%0.10%0.14%Q2 2013Q4 20132
DIVIDEND ASSETS CAPITAL, LLC 220.00%0.01%0.03%Q2 2022Q3 20222
Hefty Wealth Partners 220.34%0.66%0.97%Q4 2015Q1 20162
ORG Partners LLC 220.00%0.00%0.01%Q2 2023Q3 20232
FSC Wealth Advisors, LLC 220.07%0.08%0.08%Q2 2023Q3 20232
Pegasus Partners Ltd. 220.50%1.58%2.66%Q2 2023Q3 20232
Holloway Wealth Management, LLC 220.16%0.19%0.22%Q3 2020Q4 20202
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.03%0.03%0.03%Q2 2021Q3 20212
SVB WEALTH LLC 110.00%0.01%0.02%Q4 2021Q3 20232
VAUGHAN & Co SECURITIES, INC. 220.00%0.00%0.01%Q4 2019Q1 20202
Dixon Hughes Goodman Wealth Advisors LLC 220.03%0.03%0.03%Q4 2021Q1 20222
BMS Financial Advisors, LLC 222.52%3.48%4.45%Q1 2023Q2 20232
Gladstone Institutional Advisory LLC 220.02%0.03%0.03%Q4 2022Q1 20232
Virtue Capital Management, LLC 220.14%0.14%0.14%Q2 2023Q3 20232
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
COMERICA BANK 110.00%0.01%0.01%Q2 2013Q3 20232
LIBERTY WEALTH MANAGEMENT LLC 220.01%0.03%0.05%Q3 2021Q4 20212
Retireful, LLC 110.27%2.93%5.60%Q1 2022Q1 20232
Great Lakes Retirement, Inc. 227.61%8.05%8.50%Q4 2019Q1 20202
Inscription Capital, LLC 220.04%0.04%0.04%Q4 2018Q1 20192
GSA CAPITAL PARTNERS LLP 220.04%0.08%0.11%Q1 2023Q2 20232
CMC Financial Group 2210.77%13.51%16.24%Q2 2020Q3 20202
Aveo Capital Partners, LLC 110.34%0.42%0.48%Q4 2019Q3 20202
Oak Harvest Investment Services 220.05%0.09%0.13%Q2 2023Q3 20232
Winslow, Evans & Crocker, Inc. 220.02%0.02%0.02%Q3 2020Q4 20202
Intelligence Driven Advisers, LLC 227.91%8.22%8.54%Q2 2023Q3 20232
SigFig Wealth Management, LLC 220.27%0.30%0.33%Q1 2023Q2 20232
Cosner Financial Group, LLC 227.78%7.84%7.90%Q2 2023Q3 20232
Royal Fund Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q4 2021Q1 20232
PIN OAK INVESTMENT ADVISORS INC 220.01%0.01%0.01%Q2 2023Q3 20232
Clear Creek Financial Management, LLC 110.06%0.40%0.74%Q2 2020Q4 20212
Benchmark Financial Wealth Advisors, LLC 220.50%1.09%1.68%Q2 2023Q3 20232
Aspire Private Capital, LLC 110.02%0.03%0.04%Q2 2021Q1 20222
TimeScale Financial, Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
Blue Sky Asset Management, LLC 221.48%1.74%2.00%Q4 2019Q1 20202
Centennial Wealth Advisory LLC 222.32%2.45%2.58%Q1 2023Q2 20232
PEAPACK GLADSTONE FINANCIAL CORP 110.00%0.00%0.00%Q3 2022Q1 20232
Rehmann Capital Advisory Group 110.00%0.07%0.14%Q3 2011Q1 20182
Summit X, LLC 110.01%0.04%0.07%Q3 2020Q3 20232
Starfire Investment Advisers, Inc. 220.12%0.12%0.12%Q2 2018Q3 20182
Perella Weinberg Partners Capital Management LP 220.16%0.17%0.18%Q1 2019Q2 20192
MBL Wealth, LLC 220.12%0.12%0.12%Q2 2023Q3 20232
Intrua Financial, LLC 110.04%0.32%0.61%Q2 2020Q4 20212
Tradition Wealth Management, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Penserra Capital Management LLC 110.00%0.01%0.03%Q1 2020Q2 20232
FARMERS & MERCHANTS INVESTMENTS INC 220.00%0.00%0.00%Q2 2023Q3 20232
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.46%0.80%1.14%Q2 2023Q3 20232
Sunbelt Securities, Inc. 110.00%0.03%0.06%Q1 2023Q3 20232
Trilogy Capital Inc. 221.83%1.88%1.94%Q1 2020Q2 20202
True Capital Management 220.22%0.24%0.26%Q4 2022Q1 20232
PRUDENTIAL FINANCIAL INC 220.00%0.00%0.00%Q1 2023Q2 20232
Continuum Advisory, LLC 220.07%0.08%0.08%Q1 2023Q2 20232
Claraphi Advisory Network, LLC 110.02%0.07%0.13%Q1 2020Q4 20202
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
West Branch Capital LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Sovereign Financial Group, Inc. 220.12%0.14%0.16%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.03%0.03%0.04%Q2 2023Q3 20232
Kingdom Financial Group LLC. 229.52%9.64%9.76%Q2 2023Q3 20232
Eudaimonia Partners, LLC 110.00%0.03%0.05%Q1 2021Q2 20222
Concorde Asset Management, LLC 220.39%0.40%0.41%Q1 2023Q2 20232
TOWNSQUARE CAPITAL LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Independent Wealth Network Inc. 220.24%0.24%0.24%Q3 2021Q4 20212
Farther Finance Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
GRIMES & COMPANY, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
Financial Engines Advisors L.L.C. 110.00%0.00%0.00%Q1 2022Q1 20221
TIAA TRUST, NATIONAL ASSOCIATION 113.34%3.34%3.34%Q3 2023Q3 20231
Crestwood Advisors Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Arlington Financial Advisors, LLC 111.02%1.02%1.02%Q4 2018Q4 20181
CALTON & ASSOCIATES, INC. 110.04%0.04%0.04%Q4 2017Q4 20171
FIRST FOUNDATION ADVISORS 110.01%0.01%0.01%Q1 2021Q1 20211
Ethos Financial Group, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
VisionPoint Advisory Group, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
NTV ASSET MANAGEMENT LLC 110.07%0.07%0.07%Q3 2013Q3 20131
Elevation Capital Advisory, LLC 110.17%0.17%0.17%Q2 2021Q2 20211
Silicon Hills Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Independent Portfolio Consultants, Inc. 110.18%0.18%0.18%Q1 2016Q1 20161
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Wick Capital Partners, LLC 110.73%0.73%0.73%Q3 2023Q3 20231
Select Asset Management & Trust 110.44%0.44%0.44%Q2 2023Q2 20231
Comprehensive Financial Consultants Institutional, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
GoalVest Advisory LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
THOMPSON INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
HARTLINE INVESTMENT CORP/ 110.55%0.55%0.55%Q3 2022Q3 20221
InterOcean Capital Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Signify Wealth 112.70%2.70%2.70%Q1 2022Q1 20221
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q3 2015Q3 20151
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Kovack Advisors, Inc. 110.06%0.06%0.06%Q1 2022Q1 20221
RMR Wealth Builders 110.00%0.00%0.00%Q1 2021Q1 20211
Financial Planners of Cleveland, Inc. 110.12%0.12%0.12%Q4 2021Q4 20211
Glassman Wealth Services 110.03%0.03%0.03%Q4 2022Q4 20221
Hunter Perkins Capital Management, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
CAPITAL ONE, NATIONAL ASSOCIATION 110.27%0.27%0.27%Q4 2019Q4 20191
FinTrust Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TWO SIGMA INVESTMENTS, LP 110.04%0.04%0.04%Q3 2023Q3 20231
Riggs Asset Managment Co. Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
CABOT WEALTH MANAGEMENT INC 110.65%0.65%0.65%Q2 2013Q2 20131
Merriman Wealth Management, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
McCarthy Asset Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Diversified, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Astor Investment Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
BOKF, NA 110.00%0.00%0.00%Q3 2023Q3 20231
Farmers & Merchants Trust Co of Chambersburg PA 110.07%0.07%0.07%Q2 2018Q2 20181
AllSquare Wealth Management LLC 110.01%0.01%0.01%Q2 2015Q2 20151
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FNY Investment Advisers, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q4 2018Q4 20181
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Square, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
PARK AVENUE SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Eagle Ridge Investment Management 110.07%0.07%0.07%Q3 2020Q3 20201
SEAVIEW INVESTMENT MANAGERS LLC 111.12%1.12%1.12%Q3 2022Q3 20221
Impact Partnership Wealth, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Y-Intercept (Hong Kong) Ltd 110.08%0.08%0.08%Q1 2023Q1 20231
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MERCER GLOBAL ADVISORS INC /ADV 110.01%0.01%0.01%Q2 2020Q2 20201
TCI Wealth Advisors, Inc. 110.33%0.33%0.33%Q1 2020Q1 20201
Country Club Trust Company, n.a. 110.21%0.21%0.21%Q1 2017Q1 20171
FSB PREMIER WEALTH MANAGEMENT, INC. 110.18%0.18%0.18%Q3 2023Q3 20231
PINNACLE FINANCIAL PARTNERS INC 110.23%0.23%0.23%Q4 2018Q4 20181
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CHOREO, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
JNBA Financial Advisors 110.01%0.01%0.01%Q3 2018Q3 20181
ZACKS INVESTMENT MANAGEMENT 110.02%0.02%0.02%Q4 2018Q4 20181
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Americana Partners, LLC 110.21%0.21%0.21%Q4 2022Q4 20221
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Godshalk Welsh Capital Management, Inc. 110.38%0.38%0.38%Q3 2023Q3 20231
Disciplined Investments, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
MY Wealth Management Inc. 110.18%0.18%0.18%Q4 2021Q4 20211
James Reed Financial Services, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
V Wealth Advisors LLC 110.11%0.11%0.11%Q1 2019Q1 20191
Cape Investment Advisory, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Financial Advisors Network, Inc. 110.03%0.03%0.03%Q4 2016Q4 20161
Independent Advisor Alliance 110.21%0.21%0.21%Q4 2019Q4 20191
TITLEIST CAPITAL, LLC 110.28%0.28%0.28%Q4 2022Q4 20221
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q3 2023Q3 20231
Miramar Fiduciary Corp 110.67%0.67%0.67%Q4 2018Q4 20181
Operose Advisors LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 113.40%3.40%3.40%Q3 2023Q3 20231
Consolidated Planning Corp 110.01%0.01%0.01%Q3 2021Q3 20211
PRUDENTIAL PLC 110.00%0.00%0.00%Q3 2020Q3 20201
FLC Capital Advisors 110.14%0.14%0.14%Q2 2019Q2 20191
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
NewSquare Capital LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Spotlight Asset Group, Inc. 110.23%0.23%0.23%Q3 2020Q3 20201
Sanctuary Wealth Management, L.L.C. 113.82%3.82%3.82%Q4 2020Q4 20201
Authentikos Wealth Advisory, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
IFS Advisors, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
HHG & Company, LLC 110.11%0.11%0.11%Q4 2014Q4 20141
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Bank Julius Baer & Co. Ltd, Zurich 110.00%0.00%0.00%Q3 2023Q3 20231
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 110.04%0.04%0.04%Q4 2017Q4 20171
Koesten, Hirschmann & Crabtree, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
Insight Folios Inc 110.13%0.13%0.13%Q2 2021Q2 20211
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Advisors Capital Management, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Altus Wealth Group LLC 110.02%0.02%0.02%Q4 2020Q4 20201
RGT Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Team Financial Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BluePath Capital Management, LLC 110.29%0.29%0.29%Q3 2023Q3 20231
One Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Bellwether Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SUNTRUST BANKS INC 110.00%0.00%0.00%Q4 2016Q4 20161
Gupta Wealth Management LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
MCF Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
QCI ASSET MANAGEMENT INC/NY 110.01%0.01%0.01%Q2 2016Q2 20161
New England Investment & Retirement Group, Inc. 110.03%0.03%0.03%Q1 2020Q1 20201
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Ahrens Investment Partners LLC 110.01%0.01%0.01%Q4 2021Q4 20211
FURE FINANCIAL CORP 117.87%7.87%7.87%Q2 2020Q2 20201
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Legacy Capital Group California, Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
EQUITABLE TRUST CO 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.