Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 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 |
J.P. Morgan Private Wealth Advisors LLC | 41 | 41 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q2 2023 | 41 |
LPL Financial LLC | 41 | 41 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 40 | 40 | 0.02% | 0.14% | 0.36% | Q4 2013 | Q3 2023 | 40 |
Greenwich Wealth Management LLC | 24 | 13 | 0.09% | 0.44% | 1.30% | Q2 2013 | Q3 2022 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
CITIGROUP INC | 31 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2022 | 35 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 33 |
Efficient Advisors, LLC | 30 | 30 | 0.04% | 0.30% | 1.46% | Q2 2016 | Q3 2023 | 30 |
GOLDMAN SACHS GROUP INC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
HUNTINGTON NATIONAL BANK | 25 | 3 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
GenWealth Group, Inc. | 26 | 26 | 0.16% | 0.25% | 0.40% | Q2 2017 | Q3 2023 | 26 |
US BANCORP \DE\ | 11 | 7 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 26 |
CAHABA WEALTH MANAGEMENT, INC. | 25 | 25 | 0.10% | 0.21% | 0.46% | Q3 2017 | Q3 2023 | 25 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 25 |
NEXT Financial Group, Inc | 13 | 1 | 0.00% | 0.05% | 0.13% | Q3 2014 | Q1 2021 | 24 |
AFT, FORSYTH & COMPANY, INC. | 14 | 2 | 0.10% | 0.19% | 0.24% | Q2 2013 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
BlackRock Inc. | 10 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 23 |
JPMORGAN CHASE & CO | 13 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 23 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.00% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
C-J Advisory, Inc. | 21 | 21 | 6.66% | 7.36% | 7.86% | Q3 2016 | Q3 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
Pegasus Partners Ltd. | 19 | 19 | 0.10% | 0.89% | 2.26% | Q1 2019 | Q3 2023 | 19 |
FMR LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.07% | 0.19% | Q1 2019 | Q3 2023 | 19 |
Raymond James Financial Services Advisors, Inc. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Bouchey Financial Group Ltd | 15 | 4 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 17 | 1 | 0.15% | 0.22% | 0.26% | Q1 2019 | Q3 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 18 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 18 | 18 | 0.46% | 4.94% | 10.88% | Q2 2019 | Q3 2023 | 18 |
GLENMEDE TRUST CO NA | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
REGENTATLANTIC CAPITAL LLC | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2022 | 18 |
Private Ocean, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
CENTAURUS FINANCIAL, INC. | 12 | 1 | 0.03% | 0.09% | 0.14% | Q1 2019 | Q3 2023 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 15 | 1 | 0.00% | 0.05% | 0.12% | Q3 2015 | Q3 2023 | 16 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 16 |
Baystate Wealth Management LLC | 8 | 1 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.05% | 0.34% | 0.60% | Q4 2019 | Q3 2023 | 16 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2023 | 16 |
BOKF, NA | 7 | 1 | 0.00% | 0.24% | 1.36% | Q1 2019 | Q3 2023 | 16 |
LINCOLN NATIONAL CORP | 14 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 15 |
NORTHERN TRUST CORP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
MONECO Advisors, LLC | 15 | 15 | 0.11% | 0.16% | 0.25% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.08% | Q1 2020 | Q3 2023 | 15 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2023 | 15 |
Stratos Wealth Partners, LTD. | 15 | 15 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Ellis Investment Partners, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2022 | 14 |
Anchor Investment Management, LLC | 14 | 14 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q4 2023 | 14 |
Grant Street Asset Management, Inc. | 14 | 14 | 0.84% | 4.73% | 46.59% | Q2 2020 | Q3 2023 | 14 |
MSI Financial Services Inc | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 14 |
FIRST CITIZENS BANK & TRUST CO | 14 | 14 | 0.17% | 3.77% | 6.98% | Q2 2020 | Q3 2023 | 14 |
MML INVESTORS SERVICES, LLC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.01% | 0.05% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Geneos Wealth Management Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
DOHJ, LLC | 14 | 14 | 4.13% | 5.42% | 7.60% | Q2 2020 | Q3 2023 | 14 |
UMB Bank, n.a. | 8 | 6 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 14 |
Compton Wealth Advisory Group, LLC | 14 | 14 | 0.53% | 1.03% | 1.63% | Q2 2020 | Q3 2023 | 14 |
Equitable Holdings, Inc. | 13 | 13 | 0.01% | 0.07% | 0.20% | Q3 2020 | Q3 2023 | 13 |
Valmark Advisers, Inc. | 13 | 13 | 0.02% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q2 2016 | 13 |
PARSONS CAPITAL MANAGEMENT INC/RI | 13 | 13 | 0.07% | 0.15% | 0.19% | Q4 2013 | Q4 2016 | 13 |
Csenge Advisory Group | 13 | 13 | 0.05% | 0.13% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.02% | 0.14% | Q1 2017 | Q3 2023 | 13 |
Gilbert & Cook, Inc. | 13 | 13 | 0.08% | 7.48% | 9.53% | Q3 2020 | Q3 2023 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 13 | 0.90% | 1.36% | 1.98% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.09% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Pinnacle Bancorp, Inc. | 12 | 1 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 13 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 13 | 13 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.03% | 0.05% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Arkadios Wealth Advisors | 12 | 12 | 0.39% | 0.68% | 0.82% | Q4 2020 | Q3 2023 | 12 |
Strategic Equity Management | 12 | 12 | 8.92% | 13.93% | 23.45% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
SG Americas Securities, LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2017 | 12 |
Commonwealth Equity Services, Inc | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2017 | 12 |
Orin Green Financial, LLC | 12 | 12 | 0.50% | 0.63% | 0.80% | Q4 2020 | Q3 2023 | 12 |
VOYA INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Nicollet Investment Management, Inc. | 12 | 12 | 0.38% | 1.04% | 1.99% | Q4 2020 | Q3 2023 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.02% | 1.29% | 2.85% | Q4 2020 | Q3 2023 | 12 |
Cetera Advisors LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q1 2023 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 11 |
TRUIST FINANCIAL CORP | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2022 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 11 |
Capital Analysts, LLC | 11 | 11 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Mariner, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 11 |
CWM, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Lloyd Advisory Services, LLC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 9 |
Carroll Financial Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
Meristem Family Wealth, LLC | 9 | 9 | 0.15% | 0.25% | 0.32% | Q1 2020 | Q1 2022 | 9 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 8 | 1 | 0.04% | 0.06% | 0.21% | Q4 2018 | Q3 2023 | 9 |
First Allied Advisory Services, Inc. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2020 | 8 |
Larson Financial Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.03% | 2.81% | 4.38% | Q4 2021 | Q3 2023 | 8 |
RAYMOND JAMES & ASSOCIATES | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 4.92% | 5.86% | 7.81% | Q4 2021 | Q3 2023 | 8 |
DEUTSCHE BANK AG\ | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2018 | 8 |
Boyd Wealth Management, LLC | 8 | 8 | 0.19% | 0.71% | 1.09% | Q4 2021 | Q3 2023 | 8 |
Belpointe Asset Management LLC | 6 | 2 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q1 2023 | 8 |
QUADRANT CAPITAL GROUP LLC | 8 | 8 | 0.06% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Hilltop Holdings Inc. | 3 | 1 | 0.09% | 0.90% | 1.79% | Q2 2018 | Q3 2023 | 8 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 8 | 8 | 1.03% | 1.74% | 2.51% | Q4 2021 | Q3 2023 | 8 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q3 2022 | 7 |
Capital Investment Advisory Services, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
9258 Wealth Management, LLC | 7 | 7 | 0.52% | 1.20% | 2.30% | Q1 2022 | Q3 2023 | 7 |
Wealthfront Advisers LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 7 |
Cresset Asset Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Focused Wealth Management, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Wealthcare Advisory Partners LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Creative Planning | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 7 |
FIFTH THIRD BANCORP | 6 | 6 | 0.00% | 0.05% | 0.13% | Q3 2019 | Q4 2020 | 6 |
Forum Private Client Group LLC | 6 | 6 | 0.35% | 0.61% | 1.06% | Q1 2022 | Q2 2023 | 6 |
Cornerstone Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 6 |
STIFEL FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 6 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 6 | 6 | 0.18% | 0.29% | 0.37% | Q2 2022 | Q3 2023 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Systelligence, LLC | 6 | 6 | 0.71% | 1.44% | 3.30% | Q4 2019 | Q1 2021 | 6 |
AE Wealth Management LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 6 |
COZAD ASSET MANAGEMENT INC | 6 | 6 | 0.04% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
ShoreHaven Wealth Partners, LLC | 6 | 6 | 2.52% | 3.39% | 4.73% | Q2 2022 | Q3 2023 | 6 |
Qube Research & Technologies Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Octavia Wealth Advisors, LLC | 6 | 6 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q1 2022 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.06% | 0.10% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2022 | 5 |
Omega Financial Group, LLC | 5 | 5 | 0.36% | 0.38% | 0.42% | Q4 2018 | Q4 2019 | 5 |
McAdam, LLC | 3 | 2 | 0.02% | 0.07% | 0.13% | Q2 2022 | Q3 2023 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
VALICENTI ADVISORY SERVICES INC | 5 | 5 | 0.05% | 0.66% | 0.96% | Q1 2021 | Q1 2022 | 5 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 5 |
First Pacific Financial | 5 | 5 | 0.10% | 0.28% | 0.57% | Q3 2022 | Q3 2023 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 0.18% | 0.25% | 0.37% | Q4 2021 | Q4 2022 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
GYL FINANCIAL SYNERGIES, LLC | 5 | 5 | 0.03% | 0.40% | 1.78% | Q3 2022 | Q3 2023 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q1 2021 | 5 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Family Capital Management, Inc. | 4 | 4 | 0.84% | 1.62% | 2.99% | Q4 2022 | Q3 2023 | 4 |
Mutual Advisors, LLC | 4 | 4 | 0.48% | 0.53% | 0.61% | Q1 2019 | Q4 2019 | 4 |
HB Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
SILVERLAKE WEALTH MANAGEMENT LLC | 2 | 2 | 0.12% | 0.18% | 0.25% | Q4 2021 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.77% | 0.85% | 1.00% | Q4 2022 | Q3 2023 | 4 |
Asset Allocation Strategies LLC | 4 | 4 | 0.93% | 1.08% | 1.38% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HOLDERNESS INVESTMENTS CO | 4 | 4 | 0.11% | 0.11% | 0.12% | Q3 2021 | Q2 2022 | 4 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2020 | 4 |
KM Capital Management Ltd. | 4 | 4 | 8.09% | 8.81% | 9.61% | Q4 2022 | Q3 2023 | 4 |
Homrich & Berg | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Aureus Asset Management, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Renaissance Technologies | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
Adams Wealth Management | 4 | 4 | 0.07% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Avior Wealth Management, LLC | 2 | 2 | 0.04% | 0.17% | 0.29% | Q3 2022 | Q3 2023 | 4 |
Almanack Investment Partners, LLC. | 4 | 4 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q2 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Stonebridge Financial Planning Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q1 2021 | 3 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2022 | 3 |
TOMPKINS FINANCIAL CORP | 3 | 3 | 3.08% | 5.19% | 9.02% | Q2 2023 | Q4 2023 | 3 |
Noble Family Wealth, LLC | 3 | 3 | 1.19% | 1.21% | 1.23% | Q1 2023 | Q3 2023 | 3 |
WealthStone, Inc. | 3 | 3 | 0.17% | 0.20% | 0.24% | Q2 2019 | Q4 2019 | 3 |
Wealth & Pension Services Group, Inc. | 3 | 3 | 0.20% | 0.20% | 0.21% | Q1 2019 | Q3 2019 | 3 |
Ethos Financial Group, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
FURE FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Portfolio Strategies, Inc. | 3 | 3 | 3.20% | 3.30% | 3.37% | Q1 2022 | Q3 2022 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2023 | 3 |
SEI INVESTMENTS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.10% | 0.14% | 0.20% | Q4 2022 | Q3 2023 | 3 |
Virtu KCG Holdings LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
BEAM WEALTH ADVISORS, INC. | 3 | 3 | 0.39% | 1.03% | 2.17% | Q4 2019 | Q2 2020 | 3 |
Jackson Wealth Management, LLC | 2 | 1 | 0.04% | 0.15% | 0.35% | Q4 2021 | Q3 2023 | 3 |
WIN ADVISORS, INC | 3 | 3 | 0.39% | 0.77% | 1.11% | Q1 2023 | Q3 2023 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Calamos Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 3 |
GeoWealth Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
CABANA LLC | 2 | 2 | 0.43% | 0.44% | 0.45% | Q2 2018 | Q3 2018 | 2 |
Resolute Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Hirtle Callaghan & Co LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Breakwater Capital Group | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Horizon Investments, LLC | 2 | 2 | 0.11% | 0.24% | 0.37% | Q1 2016 | Q2 2016 | 2 |
SIGNATUREFD, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 2 |
LifePlan Financial Group, Inc | 2 | 2 | 0.04% | 0.08% | 0.13% | Q2 2020 | Q3 2020 | 2 |
Antonetti Capital Management LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Sigma Planning Corp | 2 | 2 | 0.02% | 0.07% | 0.12% | Q2 2018 | Q3 2018 | 2 |
Essex Savings Bank | 2 | 2 | 0.12% | 0.13% | 0.13% | Q4 2022 | Q1 2023 | 2 |
BTR CAPITAL MANAGEMENT INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q2 2014 | 2 |
Rockefeller Capital Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
55I, LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q2 2022 | Q3 2022 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Atria Investments, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Dechtman Wealth Management, LLC | 2 | 2 | 2.92% | 3.02% | 3.12% | Q2 2023 | Q3 2023 | 2 |
SouthState Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q3 2019 | Q4 2019 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 2 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 3.06% | 3.06% | 3.06% | Q4 2022 | Q4 2022 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MCF Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Smith, Salley & Associates | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2023 | Q1 2023 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2019 | Q4 2019 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2014 | Q4 2014 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2017 | Q2 2017 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 2.27% | 2.27% | 2.27% | Q4 2022 | Q4 2022 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2018 | Q3 2018 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2021 | Q3 2021 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
AJO, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 5.90% | 5.90% | 5.90% | Q4 2022 | Q4 2022 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 1 | 1 | 11.51% | 11.51% | 11.51% | Q2 2014 | Q2 2014 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GFS Private Wealth, LLC | 1 | 1 | 2.74% | 2.74% | 2.74% | Q4 2017 | Q4 2017 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.