ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2410.00%0.00%0.00%Q2 2013Q3 202373
KEYBANK NATIONAL ASSOCIATION/OH 44440.03%0.21%0.51%Q4 2012Q3 202344
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.02%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.03%0.10%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.03%0.07%Q2 2013Q3 202342
ASSETMARK, INC 41410.08%0.36%0.90%Q3 2013Q3 202341
US BANCORP \DE\ 30110.00%0.00%0.01%Q2 2013Q3 202341
PNC FINANCIAL SERVICES GROUP, INC. 40400.00%0.01%0.02%Q4 2013Q3 202340
STIFEL FINANCIAL CORP 39390.00%0.03%0.09%Q1 2014Q3 202339
RAYMOND JAMES & ASSOCIATES 38380.00%0.01%0.04%Q2 2014Q3 202338
BlackRock Inc. 38380.00%0.01%0.03%Q2 2014Q3 202338
BANK OF MONTREAL /CAN/ 3510.00%0.01%0.06%Q2 2013Q2 202336
UBS Group AG 36360.00%0.01%0.03%Q4 2014Q3 202336
Bank of New York Mellon Corp 1860.00%0.00%0.00%Q4 2013Q3 202334
JPMORGAN CHASE & CO 18140.00%0.00%0.01%Q2 2014Q3 202332
Cambridge Investment Research Advisors, Inc. 1820.00%0.02%0.07%Q1 2015Q3 202332
AGILIS PARTNERS LLC 20111.54%4.17%11.32%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
AMERIPRISE FINANCIAL INC 2010.00%0.02%0.11%Q2 2013Q3 202331
Ameritas Investment Partners, Inc. 31310.00%0.00%0.00%Q4 2014Q2 202231
BENJAMIN F. EDWARDS & COMPANY, INC. 2110.00%0.83%2.18%Q2 2013Q4 202130
Sage Advisory Services, Ltd.Co. 1460.03%1.52%4.04%Q4 2014Q3 202330
FDx Advisors, Inc. 1460.06%0.46%0.98%Q4 2014Q3 202330
Cetera Advisor Networks LLC 30300.01%0.01%0.03%Q2 2016Q3 202330
JANE STREET GROUP, LLC 610.00%0.02%0.15%Q1 2014Q3 202330
Voya Financial Advisors, Inc. 1360.03%0.13%0.23%Q1 2015Q3 202329
CITIGROUP INC 1510.00%0.00%0.00%Q3 2013Q3 202328
First Allied Advisory Services, Inc. 27270.02%0.03%0.05%Q1 2014Q3 202027
Allworth Financial LP 27270.00%0.00%0.00%Q3 2016Q1 202327
Janney Montgomery Scott LLC 1310.00%0.03%0.16%Q1 2015Q3 202327
Haverford Trust Co 2520.00%0.00%0.01%Q2 2016Q2 202327
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 27270.08%0.19%0.31%Q1 2017Q3 202327
IFP Advisors, Inc 1440.00%0.00%0.02%Q4 2015Q4 202227
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1610.00%0.00%0.01%Q3 2014Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.02%Q2 2013Q4 201927
CONFLUENCE INVESTMENT MANAGEMENT LLC 1610.04%0.17%0.49%Q3 2013Q2 202125
Advisory Services Network, LLC 1920.00%0.05%0.24%Q4 2015Q1 202325
CONNING INC. 24240.05%0.48%1.21%Q1 2016Q4 202124
CWM, LLC 1230.00%0.03%0.06%Q2 2016Q3 202323
ETRADE Capital Management LLC 1490.04%0.22%0.50%Q4 2014Q3 202023
Betterment LLC 23230.00%0.00%0.01%Q1 2018Q3 202323
NYL Investors LLC 23231.28%9.38%17.98%Q1 2018Q3 202323
Anchor Investment Management, LLC 22220.00%0.00%0.00%Q1 2016Q2 202122
LifePlan Financial Group, Inc 11110.06%0.81%4.34%Q2 2014Q3 202022
Citadel Advisors 810.00%0.00%0.01%Q4 2016Q3 202322
PRUDENTIAL PLC 1710.01%0.95%1.96%Q1 2016Q3 202322
Advisors Asset Management, Inc. 21210.00%0.00%0.01%Q1 2018Q1 202321
FIFTH THIRD BANCORP 1920.00%0.00%0.00%Q2 2013Q4 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.07%0.14%Q3 2018Q3 202321
FMR LLC 1810.00%0.00%0.01%Q2 2014Q3 202321
COMMONWEALTH EQUITY SERVICES, LLC 21210.00%0.01%0.02%Q3 2018Q3 202321
AdvisorNet Financial, Inc 21210.00%0.01%0.08%Q4 2017Q4 202221
Raymond James Financial Services Advisors, Inc. 1110.00%0.00%0.02%Q3 2015Q3 202321
Concorde Asset Management, LLC 1380.15%0.66%1.31%Q1 2015Q4 202021
American Portfolios Advisors 20200.00%0.00%0.00%Q4 2017Q3 202220
Simplicity Solutions, LLC 1370.01%0.34%1.60%Q1 2015Q4 202020
BB&T SECURITIES, LLC 1450.00%0.02%0.05%Q4 2014Q3 201919
TSFG, LLC 19190.00%0.02%0.05%Q1 2019Q3 202319
Private Advisor Group, LLC 1710.00%0.05%0.12%Q4 2013Q2 202019
SUNTRUST BANKS INC 1450.00%0.01%0.02%Q4 2014Q3 201919
Capital Investment Advisory Services, LLC 1630.00%0.00%0.00%Q4 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Steward Partners Investment Advisory, LLC 910.00%0.00%0.02%Q4 2016Q3 202319
JAMES INVESTMENT RESEARCH INC 18180.00%0.00%0.01%Q4 2018Q1 202318
MML INVESTORS SERVICES, LLC 1320.00%0.01%0.03%Q2 2017Q3 202318
BLAIR WILLIAM & CO/IL 1310.00%0.00%0.00%Q1 2018Q3 202317
Global Retirement Partners, LLC 810.00%0.01%0.04%Q1 2017Q3 202317
PFS INVESTMENTS INC. 1020.09%0.34%0.88%Q4 2017Q2 202317
WEDBUSH SECURITIES INC 1120.01%0.08%0.12%Q2 2013Q3 202317
Carroll Financial Associates, Inc. 1150.00%0.00%0.02%Q4 2014Q4 202116
NEXT Financial Group, Inc 1110.01%0.02%0.07%Q3 2014Q4 202116
Kemper Corp Master Retirement Trust 161616.36%30.93%43.65%Q3 2019Q2 202316
Carolina Wealth Advisors, LLC 16162.36%2.90%3.80%Q4 2019Q3 202316
Patten Group, Inc. 1420.04%0.17%0.31%Q3 2019Q3 202316
Sound Income Strategies, LLC 1420.00%0.25%0.92%Q4 2017Q3 202316
OSAIC HOLDINGS, INC. 15150.01%0.01%0.03%Q1 2020Q3 202315
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
CIBC BANK USA 830.03%0.05%0.07%Q1 2015Q4 201915
Pinnacle Family Advisors, LLC 740.39%0.84%2.02%Q1 2019Q3 202315
GOLDMAN SACHS GROUP INC 410.00%0.00%0.01%Q1 2012Q3 202215
PrairieView Partners, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
BlackRock Fund Advisors 15150.00%0.01%0.01%Q2 2013Q4 201615
Advisor Group, Inc. 15150.01%0.02%0.12%Q2 2016Q4 201915
Cetera Advisors LLC 810.00%0.02%0.05%Q1 2015Q3 202315
Commonwealth Equity Services, Inc 15150.04%0.07%0.14%Q2 2013Q4 201615
OPPENHEIMER ASSET MANAGEMENT INC. 950.00%0.01%0.02%Q1 2017Q4 202014
Cetera Investment Advisers 14140.01%0.03%0.05%Q2 2020Q3 202314
Belpointe Asset Management LLC 14140.02%0.05%0.12%Q4 2019Q1 202314
HighTower Advisors, LLC 710.00%0.01%0.02%Q2 2014Q2 202314
HUNTINGTON NATIONAL BANK 1110.00%0.00%0.00%Q4 2012Q1 201814
BlackRock Investment Management, LLC 14140.00%0.02%0.05%Q3 2013Q4 201614
NorthCoast Asset Management LLC 14140.48%1.51%3.00%Q2 2018Q3 202114
Transamerica Financial Advisors, Inc. 13130.00%0.05%0.34%Q1 2015Q1 201813
CREATIVE FINANCIAL DESIGNS INC /ADV 1120.00%0.02%0.11%Q2 2017Q3 202313
Founders Financial Alliance, LLC 13130.02%0.03%0.05%Q3 2020Q3 202313
Dai-ichi Life Insurance Company, Ltd 13131.15%1.38%1.65%Q3 2020Q3 202313
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 13131.77%2.55%3.44%Q4 2014Q4 201713
GARRISON POINT ADVISORS, LLC 13130.14%0.26%0.34%Q4 2018Q4 202113
Tower Research Capital LLC (TRC) 1120.00%0.00%0.00%Q1 2016Q4 202213
1900 WEALTH MANAGEMENT LLC 12120.22%0.46%0.86%Q4 2020Q3 202312
WFG Advisors, LP 12120.00%0.00%0.00%Q3 2014Q2 201712
Regal Investment Advisors LLC 930.06%0.12%0.28%Q1 2015Q3 202312
Klaas Financial Asset Advisors, LLC 12120.17%1.08%2.14%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
COMERICA BANK 710.00%0.00%0.00%Q2 2016Q3 202312
Laurel Wealth Advisors, Inc. 750.02%0.04%0.09%Q4 2019Q4 202212
Investors Research Corp 11110.03%0.31%0.50%Q1 2021Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.11%0.17%0.22%Q1 2021Q3 202311
AE Wealth Management LLC 11110.00%0.04%0.07%Q1 2021Q3 202311
Bluefin Trading, LLC 510.03%0.14%0.58%Q2 2013Q3 201711
OLD MISSION CAPITAL LLC 310.01%0.08%0.30%Q1 2017Q3 202311
Pflug Koory, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.01%0.01%Q1 2021Q3 202311
Vectors Research Management, LLC 11110.00%0.00%0.01%Q4 2019Q2 202211
Parallel Advisors, LLC 520.00%0.00%0.01%Q2 2017Q3 202311
TRUIST FINANCIAL CORP 650.00%0.01%0.03%Q4 2019Q3 202311
Patriot Financial Group Insurance Agency, LLC 650.00%0.03%0.17%Q1 2017Q2 202211
Ancora Advisors LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 11110.02%0.03%0.05%Q4 2017Q2 202011
Allianz Investment Management U.S. LLC 11114.49%6.17%9.12%Q1 2021Q3 202311
Fund Evaluation Group, LLC 1010.00%0.92%5.08%Q4 2020Q3 202311
Creative Planning 810.00%0.00%0.00%Q2 2013Q1 201711
Independent Portfolio Consultants, Inc. 11110.04%0.16%0.22%Q4 2014Q2 201711
Leelyn Smith, LLC 11110.00%0.01%0.15%Q4 2019Q2 202211
D.A. DAVIDSON & CO. 11110.00%0.00%0.00%Q4 2014Q2 201711
SeaCrest Wealth Management, LLC 640.00%0.01%0.03%Q4 2017Q2 202210
CAPTRUST FINANCIAL ADVISORS 640.00%0.00%0.01%Q1 2021Q3 202310
Bellwether Advisors, LLC 10100.00%0.02%0.04%Q4 2020Q1 202310
TCI Wealth Advisors, Inc. 430.00%0.01%0.03%Q1 2015Q4 202110
HARBOUR INVESTMENTS, INC. 640.01%0.02%0.04%Q1 2021Q3 202310
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 10100.04%0.08%0.14%Q4 2016Q1 201910
Selective Wealth Management, Inc. 10100.01%0.02%0.02%Q2 2020Q3 202210
Virtu KCG Holdings LLC 610.01%0.02%0.05%Q4 2013Q1 201710
WBI INVESTMENTS, LLC 430.16%0.69%1.10%Q3 2015Q1 201910
NORTHERN TRUST CORP 10100.00%0.00%0.00%Q1 2019Q2 202110
Rockefeller Capital Management L.P. 10100.00%0.00%0.00%Q3 2020Q4 202210
BerganKDV Wealth Management, LLC 10100.06%0.13%0.18%Q3 2017Q4 201910
Sowell Financial Services LLC 10100.00%0.03%0.10%Q3 2019Q4 202110
Qube Research & Technologies Ltd 910.00%0.02%0.18%Q4 2019Q3 202310
Retirement Group, LLC 410.00%0.01%0.01%Q4 2019Q3 202310
SEI INVESTMENTS CO 710.00%0.00%0.00%Q4 2014Q2 20189
Baird Financial Group, Inc. 710.00%0.00%0.00%Q3 2016Q1 20229
Fortis Advisors, LLC 990.00%0.00%0.02%Q1 2021Q1 20239
Endurance Wealth Management, Inc. 990.00%0.00%0.00%Q2 2021Q2 20239
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 810.05%1.20%2.27%Q2 2015Q2 20219
CLIENT 1ST ADVISORY GROUP, LLC 990.12%0.68%1.72%Q1 2021Q1 20239
UNITED CAPITAL FINANCIAL ADVISORS, LLC 810.00%0.03%0.06%Q4 2014Q2 20179
Castleview Partners, LLC 810.00%0.00%0.00%Q2 2021Q3 20239
KANALY TRUST CO 990.01%0.02%0.02%Q4 2014Q4 20169
Boltwood Capital Management 990.08%0.40%0.79%Q4 2021Q4 20239
Neuberger Berman Group LLC 880.00%0.00%0.00%Q1 2015Q4 20168
Aspire Wealth Management Corp 880.00%0.00%0.01%Q4 2021Q3 20238
Newbridge Financial Services Group, Inc. 880.00%0.00%0.00%Q3 2021Q2 20238
Snowden Capital Advisors LLC 310.00%0.05%0.14%Q2 2016Q4 20218
55I, LLC 530.02%0.18%0.53%Q1 2020Q1 20228
M&T BANK CORP 420.00%0.00%0.00%Q1 2017Q2 20208
Litman Gregory Wealth Management LLC 880.00%0.00%0.00%Q2 2019Q1 20218
Allspring Global Investments Holdings, LLC 880.04%0.04%0.05%Q4 2021Q3 20238
Clearview Wealth Advisors LLC 880.02%0.32%1.44%Q4 2020Q3 20228
Integrated Wealth Concepts LLC 620.01%0.24%1.33%Q4 2020Q3 20238
ALBION FINANCIAL GROUP /UT 510.00%0.16%0.49%Q4 2020Q1 20238
Strategic Blueprint, LLC 710.00%0.06%0.15%Q3 2019Q3 20228
BENJAMIN EDWARDS INC 610.04%0.70%1.53%Q1 2019Q4 20218
MSI Financial Services Inc 530.00%0.00%0.01%Q3 2014Q4 20168
SG Americas Securities, LLC 410.00%0.01%0.06%Q1 2017Q1 20238
EPG Wealth Management LLC 320.00%0.00%0.01%Q4 2019Q3 20238
WASHINGTON TRUST BANK 880.00%0.01%0.01%Q4 2015Q3 20178
Connectus Wealth, LLC 770.16%0.26%0.37%Q1 2022Q3 20237
LIBERTY WEALTH MANAGEMENT LLC 610.01%0.45%0.96%Q1 2020Q1 20227
Insight Wealth Strategies, LLC 430.04%0.36%0.71%Q2 2019Q2 20217
MANUFACTURERS LIFE INSURANCE COMPANY, THE 520.00%0.00%0.00%Q3 2016Q2 20187
Realta Investment Advisors 410.00%0.01%0.04%Q1 2019Q2 20237
D'Orazio & Associates, Inc. 770.01%0.01%0.01%Q1 2016Q3 20177
DEUTSCHE BANK AG\ 310.00%0.00%0.00%Q3 2013Q4 20207
CLEAR STREET MARKETS LLC 410.06%0.34%0.83%Q2 2014Q1 20197
Stadion Money Management, LLC 610.01%0.10%0.13%Q3 2014Q3 20177
Copperleaf Capital, LLC 770.42%1.57%2.07%Q1 2021Q3 20227
Avior Wealth Management, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
TWO SIGMA SECURITIES, LLC 110.00%0.02%0.05%Q1 2017Q3 20227
NewEdge Advisors, LLC 410.00%2.44%8.85%Q4 2014Q3 20237
WealthShield Partners, LLC 410.00%0.01%0.02%Q1 2019Q3 20237
Ironwood Financial, llc 770.00%0.00%0.01%Q1 2020Q3 20217
Pacific Wealth Management 770.78%1.34%2.47%Q4 2021Q2 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.03%0.08%Q1 2021Q4 20227
Horizons Wealth Management 770.12%0.32%0.47%Q2 2022Q4 20237
UBS AG 660.01%0.01%0.02%Q2 2013Q3 20146
Private Ocean, LLC 660.00%0.00%0.01%Q1 2018Q2 20196
Miracle Mile Advisors, LLC 660.01%0.44%0.84%Q2 2022Q3 20236
Destiny Wealth Partners, LLC 420.01%0.04%0.14%Q4 2020Q2 20226
Lineweaver Wealth Advisors, LLC 661.79%2.59%3.19%Q4 2019Q1 20216
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
PARAMETRIC PORTFOLIO ASSOCIATES LLC 660.00%0.01%0.02%Q2 2014Q3 20156
Astor Investment Management LLC 220.02%0.10%0.29%Q4 2017Q4 20216
TDAM USA INC. 420.01%0.02%0.03%Q1 2015Q3 20176
Renaissance Technologies 420.00%0.00%0.00%Q2 2018Q1 20226
Semmax Financial Advisors Inc. 510.00%0.05%0.30%Q4 2020Q3 20236
Truepoint, Inc. 660.03%0.04%0.05%Q4 2015Q1 20176
Crew Capital Management, Ltd. 660.25%0.27%0.28%Q1 2021Q2 20226
FOCUS Wealth Advisors, LLC 661.11%1.37%1.60%Q4 2020Q1 20226
PARK AVENUE SECURITIES LLC 410.02%0.32%0.76%Q3 2015Q2 20216
Saba Capital Management, L.P. 210.01%0.13%0.23%Q2 2013Q3 20156
GUGGENHEIM CAPITAL LLC 660.00%0.00%0.00%Q2 2014Q3 20156
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q4 2016Q2 20216
Liberty Mutual Group Asset Management Inc. 420.87%11.49%32.24%Q1 2017Q3 20236
MEEDER ASSET MANAGEMENT INC 660.00%0.00%0.00%Q4 2020Q1 20226
CREDIT SUISSE AG/ 550.00%0.00%0.00%Q1 2013Q1 20145
Stratos Wealth Partners, LTD. 550.00%0.01%0.02%Q3 2017Q3 20185
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 550.12%0.13%0.14%Q4 2021Q4 20225
Brinker Capital Investments, LLC 410.00%0.00%0.00%Q3 2016Q3 20185
Mutual Advisors, LLC 410.01%0.03%0.05%Q1 2021Q2 20235
Meadow Creek Wealth Advisors LLC 410.42%0.52%0.74%Q4 2019Q3 20225
UBS ASSET MANAGEMENT AMERICAS INC 410.00%0.00%0.01%Q4 2017Q3 20195
Sigma Planning Corp 550.01%0.01%0.01%Q4 2020Q4 20215
Tennessee Valley Asset Management Partners 551.64%3.98%4.64%Q3 2022Q3 20235
Richard Bernstein Advisors LLC 550.14%0.16%0.18%Q4 2020Q4 20215
PROTECTIVE LIFE CORP 552.95%3.32%3.48%Q2 2022Q2 20235
Summit Place Financial Advisors, LLC 550.28%0.37%0.49%Q1 2021Q1 20225
KEMPER Corp 416.43%9.45%11.32%Q1 2018Q4 20195
Gradient Investments LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Larson Financial Group LLC 550.00%0.00%0.00%Q4 2018Q4 20195
ALLIANCEBERNSTEIN L.P. 550.00%0.00%0.00%Q4 2019Q4 20205
THRIVENT FINANCIAL FOR LUTHERANS 210.00%0.01%0.01%Q3 2017Q1 20215
GSB Wealth Management, LLC 550.09%0.50%0.88%Q3 2022Q3 20235
Parkside Financial Bank & Trust 550.02%0.02%0.02%Q3 2015Q3 20165
Wealthfront Advisers LLC 550.00%0.00%0.00%Q3 2022Q3 20235
FLC Capital Advisors 410.08%0.32%0.54%Q3 2020Q4 20215
Financial Architects, Inc 210.00%0.00%0.00%Q2 2015Q3 20185
Argentus Capital Management, LLC 550.00%0.04%0.07%Q3 2015Q3 20165
BB&T INVESTMENT SERVICES, INC. 550.18%0.24%0.34%Q4 2016Q4 20175
Placemark Investments, Inc. 320.00%0.01%0.02%Q2 2013Q4 20145
BLACKROCK ADVISORS LLC 410.00%0.00%0.00%Q2 2015Q4 20165
Atria Wealth Solutions, Inc. 410.00%0.01%0.02%Q1 2022Q3 20235
Mid-American Wealth Advisory Group, Inc. 220.28%2.39%3.70%Q4 2021Q3 20234
Penserra Capital Management LLC 440.00%0.00%0.01%Q4 2021Q3 20224
VIVID FINANCIAL MANAGEMENT, INC. 440.78%1.07%1.44%Q1 2021Q4 20214
ABSOLUTE CAPITAL MANAGEMENT, LLC 210.00%0.28%0.63%Q4 2021Q3 20234
Park Place Capital Corp 440.03%0.03%0.03%Q4 2022Q3 20234
GeoWealth Management, LLC 440.04%0.09%0.18%Q4 2022Q3 20234
Capital Asset Advisory Services LLC 310.00%0.00%0.00%Q4 2019Q4 20204
SII INVESTMENTS INC/WI 220.01%0.02%0.03%Q3 2016Q4 20174
CAPE COD FIVE CENTS SAVINGS BANK 440.05%0.05%0.06%Q4 2015Q3 20164
CITY HOLDING CO 440.00%0.00%0.00%Q4 2022Q3 20234
RiverFront Investment Group, LLC 440.35%0.82%1.64%Q4 2022Q3 20234
STEPHENS INC /AR/ 440.01%0.02%0.03%Q1 2020Q4 20204
Jefferies Group LLC 440.01%0.03%0.06%Q2 2013Q1 20144
Checchi Capital Advisers, LLC 440.03%0.06%0.13%Q4 2022Q3 20234
SIGNATUREFD, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Vigilant Capital Management, LLC 310.00%0.00%0.00%Q2 2019Q1 20224
Brookstone Capital Management 440.16%0.32%0.47%Q1 2016Q4 20164
MCF Advisors LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Wealth Quarterback LLC 220.00%0.01%0.02%Q4 2019Q3 20214
ShoreHaven Wealth Partners, LLC 440.92%1.36%1.55%Q1 2022Q4 20224
STOCK YARDS BANK & TRUST CO 440.03%0.03%0.04%Q3 2016Q2 20174
Lloyd Advisory Services, LLC. 440.00%0.02%0.05%Q2 2021Q1 20224
Koshinski Asset Management, Inc. 440.03%0.06%0.12%Q4 2022Q3 20234
Cypress Wealth Services, LLC 440.04%0.05%0.06%Q2 2020Q1 20214
Source Financial Advisors LLC 440.13%0.28%0.53%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
CAPSTONE INVESTMENT ADVISORS, LLC 210.01%0.01%0.02%Q3 2020Q1 20234
DEERE & CO 445.35%6.24%7.87%Q4 2022Q3 20234
Ellis Investment Partners, LLC 440.00%0.00%0.01%Q4 2020Q3 20214
AVANTAX ADVISORY SERVICES, INC. 440.01%0.01%0.02%Q4 2022Q3 20234
NewSquare Capital LLC 440.00%0.00%0.00%Q1 2022Q4 20224
CUTLER INVESTMENT COUNSEL LLC 440.09%0.65%1.05%Q4 2014Q3 20154
Stratos Wealth Advisors, LLC 440.02%0.09%0.17%Q1 2021Q4 20214
Zions Bancorporation, N.A. 440.00%0.00%0.00%Q3 2020Q2 20214
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Kestra Advisory Services, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
LaSalle St. Investment Advisors, LLC 440.15%0.23%0.28%Q4 2022Q3 20234
SPINNAKER TRUST 440.02%0.77%1.07%Q2 2021Q1 20224
MERCER GLOBAL ADVISORS INC /ADV 210.00%0.01%0.02%Q2 2020Q2 20234
DELTA ASSET MANAGEMENT LLC/TN 440.00%0.00%0.00%Q4 2022Q3 20234
GUARDIAN WEALTH ADVISORS, LLC / NC 330.00%0.00%0.00%Q1 2023Q3 20233
BAILARD, INC. 330.11%0.16%0.19%Q2 2019Q4 20193
KCS Wealth Advisory 210.00%0.20%0.34%Q3 2019Q4 20223
SevenBridge Financial Group, LLC 330.01%0.02%0.04%Q2 2016Q4 20163
Arkadios Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
MANAGED ACCOUNT ADVISORS LLC 330.00%0.00%0.00%Q4 2014Q2 20153
SIGNET FINANCIAL MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
CENTAURUS FINANCIAL, INC. 210.00%0.06%0.12%Q2 2018Q2 20213
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
LexAurum Advisors, LLC 210.08%0.13%0.17%Q1 2021Q3 20233
Aptus Capital Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Horst & Graben Wealth Management LLC 330.10%0.79%1.32%Q1 2021Q3 20213
Wayfinding Financial, LLC 330.22%0.23%0.24%Q1 2023Q3 20233
Banque Cantonale Vaudoise 330.01%0.01%0.01%Q2 2022Q4 20223
CoreCap Advisors, LLC 110.00%0.01%0.01%Q4 2021Q4 20223
Rehmann Capital Advisory Group 330.00%0.00%0.00%Q1 2018Q3 20183
Invesco Ltd. 330.00%0.00%0.00%Q1 2023Q3 20233
Visionary Wealth Advisors 110.03%0.04%0.05%Q4 2019Q2 20213
Winslow, Evans & Crocker, Inc. 330.01%0.01%0.02%Q4 2017Q2 20183
Virtu Financial LLC 210.02%0.16%0.36%Q3 2017Q2 20183
Carnegie Capital Asset Management, LLC 330.06%0.07%0.07%Q4 2020Q2 20213
BlackRock Institutional Trust Company, N.A. 330.00%0.00%0.00%Q2 2016Q4 20163
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Teamwork Financial Advisors, LLC 330.05%0.08%0.10%Q1 2021Q3 20213
Cutler Group LLC / CA 220.00%0.00%0.00%Q2 2023Q3 20233
MID CONTINENT CAPITAL LLC/IL 330.04%0.07%0.10%Q1 2015Q3 20153
Private Advisory Group LLC 330.16%0.18%0.20%Q2 2019Q4 20193
Prospera Financial Services Inc 210.00%0.01%0.02%Q3 2020Q2 20223
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20183
STATE OF WISCONSIN INVESTMENT BOARD 330.00%0.00%0.00%Q1 2023Q3 20233
LAZARD ASSET MANAGEMENT LLC 330.01%0.01%0.01%Q2 2013Q4 20133
IFC Holdings Incorporated/FL 330.02%0.02%0.02%Q1 2017Q3 20173
WEALTHSOURCE PARTNERS, LLC 110.04%0.06%0.09%Q1 2017Q2 20213
KARLINSKI ANDREW C 330.01%0.01%0.02%Q1 2022Q3 20223
SIMPLEX TRADING, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
VICUS CAPITAL 330.07%0.07%0.07%Q4 2016Q2 20173
Israel Discount Bank of New York 331.00%1.11%1.19%Q1 2023Q3 20233
Capital Advisory Group Advisory Services, LLC 330.00%0.00%0.01%Q3 2019Q1 20203
MONEY CONCEPTS CAPITAL CORP 110.00%0.26%0.76%Q1 2022Q3 20233
Icon Wealth Partners, LLC 210.02%0.28%0.52%Q1 2019Q2 20213
Hilltop Holdings Inc. 220.04%0.32%0.59%Q2 2023Q3 20232
Legacy Financial Advisors, Inc. 220.10%0.10%0.11%Q2 2018Q3 20182
Truadvice, LLC 220.19%0.41%0.64%Q4 2020Q1 20212
Great Diamond Partners, LLC 110.19%0.25%0.31%Q4 2020Q2 20232
Cornerstone Wealth Management, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.01%Q3 2021Q3 20232
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q4 2022Q3 20232
Ameritas Investment Company, LLC 110.00%0.01%0.02%Q1 2020Q1 20212
BARCLAYS PLC 110.00%0.00%0.00%Q3 2018Q3 20212
Jenkins Wealth 111.34%1.39%1.44%Q4 2021Q4 20222
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.01%Q3 2022Q1 20232
Spectrum Management Group, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Affiance Financial, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
SlateStone Wealth, LLC 221.24%1.36%1.49%Q2 2023Q3 20232
Integrated Advisors Network LLC 220.12%0.12%0.13%Q3 2020Q4 20202
NWAM LLC 110.04%0.07%0.10%Q1 2021Q1 20222
RONALD BLUE & CO LLC 220.02%0.03%0.03%Q2 2016Q3 20162
1 NORTH WEALTH SERVICES LLC 221.83%1.84%1.84%Q3 2019Q4 20192
FIRST INTERSTATE BANK 220.00%0.00%0.00%Q3 2019Q4 20192
WESBANCO BANK INC 220.15%0.15%0.16%Q1 2021Q2 20212
FLAGSHIP HARBOR ADVISORS, LLC 220.07%0.07%0.08%Q2 2018Q3 20182
Spectrum Planning & Advisory Services Inc. 221.08%1.46%1.83%Q1 2021Q2 20212
Greytown Advisors Inc. 220.11%0.11%0.11%Q4 2022Q1 20232
Savior LLC 220.02%0.03%0.04%Q1 2021Q2 20212
FIRST AMERICAN TRUST, FSB 221.62%2.22%2.82%Q3 2016Q4 20162
RFG Advisory, LLC 220.03%0.03%0.03%Q2 2021Q3 20212
BANK OF NOVA SCOTIA 110.00%0.01%0.01%Q3 2020Q4 20212
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.00%0.27%0.54%Q2 2023Q3 20232
Cardinal Strategic Wealth Guidance 221.00%1.31%1.61%Q1 2021Q2 20212
INVESTMENT CENTERS OF AMERICA INC 220.04%0.04%0.04%Q1 2017Q2 20172
Jane Street Holding, LLC 110.06%0.17%0.28%Q2 2013Q4 20132
Cascadia Advisory Services, LLC 220.06%0.08%0.10%Q1 2021Q2 20212
TNF LLC 220.09%0.09%0.10%Q3 2021Q4 20212
Austin Private Wealth, LLC 220.30%0.43%0.56%Q1 2021Q2 20212
Perella Weinberg Partners Capital Management LP 221.36%1.52%1.67%Q1 2016Q2 20162
Bank of Kentucky, Inc. 220.00%0.00%0.00%Q1 2014Q2 20142
EverSource Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
THOROUGHBRED FINANCIAL SERVICES, LLC 115.59%5.62%5.65%Q4 2018Q2 20192
RHS Financial, LLC 110.18%0.19%0.20%Q2 2021Q1 20232
Gallagher Fiduciary Advisors, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
Tevis Investment Management 220.02%0.02%0.02%Q2 2022Q3 20222
NATIONAL PLANNING CORP 110.00%0.01%0.02%Q4 2014Q3 20172
Sunbelt Securities, Inc. 220.02%0.03%0.03%Q2 2023Q3 20232
NEW ENGLAND SECURITIES CORP /MA/ 220.01%0.01%0.01%Q2 2013Q3 20132
FIRETHORN WEALTH PARTNERS, LLC 220.34%0.39%0.43%Q1 2021Q2 20212
Kingsview Wealth Management, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
DAVENPORT & Co LLC 220.01%0.01%0.01%Q4 2014Q1 20152
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Sequoia Financial Advisors, LLC 220.06%0.06%0.07%Q1 2016Q2 20162
Freedom Investment Management, Inc. 220.06%0.07%0.08%Q1 2016Q2 20162
ALLSTATE CORP 220.10%0.11%0.13%Q2 2023Q3 20232
OXFORD ASSET MANAGEMENT LLP 110.01%0.01%0.01%Q1 2018Q4 20182
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q2 2021Q2 20222
FOUNDERS FINANCIAL SECURITIES LLC 220.16%0.16%0.17%Q4 2014Q1 20152
Ausdal Financial Partners, Inc. 220.10%0.11%0.12%Q4 2015Q1 20162
Crabel Capital Management, LLC 110.06%0.06%0.06%Q4 2020Q2 20212
NBT BANK N A /NY 220.04%0.04%0.05%Q2 2023Q3 20232
Marcum Wealth, LLC 220.03%0.04%0.06%Q2 2023Q3 20232
SouthState Corp 220.01%0.01%0.01%Q4 2021Q1 20222
VAUGHAN & Co SECURITIES, INC. 220.03%0.04%0.04%Q4 2019Q1 20202
Scarborough Advisors, LLC 221.45%1.65%1.86%Q4 2021Q1 20222
TUCKER ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q1 2023Q2 20232
BAKER TILLY WEALTH MANAGEMENT, LLC 220.04%0.06%0.07%Q1 2021Q2 20212
ALTERNA WEALTH MANAGEMENT, INC 220.49%0.53%0.58%Q1 2022Q2 20222
CIBC WORLD MARKET INC. 220.00%0.00%0.00%Q3 2021Q4 20212
Valley Brook Capital Group, Inc. 220.06%0.07%0.07%Q4 2020Q1 20212
Hudock, Inc. 220.01%0.01%0.01%Q4 2014Q1 20152
One Wealth Advisors, LLC 220.41%0.46%0.51%Q1 2021Q2 20212
Econ Financial Services Corp 223.22%3.39%3.57%Q1 2023Q2 20232
WealthPLAN Partners, LLC 220.02%0.02%0.02%Q4 2020Q1 20212
Vantage Investment Advisors, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
REGIONS FINANCIAL CORP 110.00%0.01%0.02%Q4 2017Q3 20232
H&H Retirement Design & Management INC 220.29%0.30%0.32%Q2 2022Q3 20222
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
Iron Horse Wealth Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Cooper Financial Group 220.80%1.06%1.32%Q1 2021Q2 20212
Horizon Investments, LLC 220.03%0.03%0.03%Q4 2014Q1 20152
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Autonomy Capital (Jersey) L.P. 111.72%1.72%1.72%Q4 2022Q4 20221
Visionary Asset Management, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Atria Investments, Inc 110.01%0.01%0.01%Q4 2019Q4 20191
Community Bank, N.A. 110.00%0.00%0.00%Q4 2020Q4 20201
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q3 2013Q3 20131
BALLAST ADVISORS LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Ipsen Advisor Group LLC 110.36%0.36%0.36%Q4 2022Q4 20221
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Independent Advisor Alliance 110.02%0.02%0.02%Q4 2019Q4 20191
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Crewe Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
American Financial Network Advisory Services LLC 112.48%2.48%2.48%Q1 2018Q1 20181
Tri-Star Advisors Inc. 111.09%1.09%1.09%Q3 2020Q3 20201
PRW Wealth Management LLC 110.17%0.17%0.17%Q2 2021Q2 20211
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q3 2018Q3 20181
FLAGSTAR ADVISORS INC 110.00%0.00%0.00%Q3 2022Q3 20221
Horan Securities, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q4 2019Q4 20191
STIFEL NICOLAUS & CO INC \MO\ 110.01%0.01%0.01%Q3 2013Q3 20131
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
DESTINY CAPITAL SECURITIES CORPORATION 111.86%1.86%1.86%Q3 2023Q3 20231
NEW ENGLAND ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
Live Your Vision, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
NOMURA ASSET MANAGEMENT CO LTD 110.01%0.01%0.01%Q1 2020Q1 20201
LGT Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
BlackRock Japan Co. Ltd 110.01%0.01%0.01%Q3 2016Q3 20161
Leucadia National 110.03%0.03%0.03%Q3 2023Q3 20231
Brand Asset Management Group, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Willingdon Wealth Management 110.01%0.01%0.01%Q4 2018Q4 20181
Royal Fund Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.13%0.13%0.13%Q2 2016Q2 20161
WEST PACES ADVISORS INC. 110.01%0.01%0.01%Q2 2018Q2 20181
HOWE & RUSLING INC 110.00%0.00%0.00%Q1 2017Q1 20171
Capital Advisors, Ltd. LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Foundations Investment Advisors, LLC 110.08%0.08%0.08%Q4 2018Q4 20181
Madison Wealth Partners, Inc 110.11%0.11%0.11%Q3 2023Q3 20231
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
FLOW TRADERS U.S. LLC 110.04%0.04%0.04%Q3 2021Q3 20211
NTV ASSET MANAGEMENT LLC 110.14%0.14%0.14%Q2 2013Q2 20131
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Charter Oak Capital Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Biondo Investment Advisors, LLC 110.17%0.17%0.17%Q2 2014Q2 20141
BOOTHBAY FUND MANAGEMENT, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
FinTrust Capital Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
S.A. Mason LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Baystate Wealth Management LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.09%0.09%0.09%Q2 2021Q2 20211
Hoxton Financial, Inc. 110.01%0.01%0.01%Q2 2013Q2 20131
Burt Wealth Advisors 110.01%0.01%0.01%Q1 2016Q1 20161
Vestmark Advisory Solutions, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
TBH Global Asset Management, LLC 110.14%0.14%0.14%Q3 2022Q3 20221
CAHILL FINANCIAL ADVISORS INC 110.02%0.02%0.02%Q3 2021Q3 20211
Plante Moran Financial Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.01%0.01%0.01%Q2 2016Q2 20161
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 110.25%0.25%0.25%Q3 2016Q3 20161
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
KNIGHT CAPITAL GROUP LLC 110.04%0.04%0.04%Q2 2013Q2 20131
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Harfst & Associates, Inc. 110.02%0.02%0.02%Q2 2017Q2 20171
SIENA CAPITAL LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Strategic Asset Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
USA FINANCIAL FORMULAS 110.71%0.71%0.71%Q3 2016Q3 20161
Capital Investment Advisors, LLC 110.03%0.03%0.03%Q2 2015Q2 20151
GENWORTH FINANCIAL INC 110.03%0.03%0.03%Q2 2013Q2 20131
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 112.44%2.44%2.44%Q4 2022Q4 20221
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Partnervest Advisory Services LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Gould Capital, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
GoalVest Advisory LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Addison Advisors LLC 110.01%0.01%0.01%Q4 2021Q4 20211
NOMURA HOLDINGS INC 110.03%0.03%0.03%Q2 2013Q2 20131
Kozak & Associates, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
WESTERN FINANCIAL Corp 110.18%0.18%0.18%Q1 2021Q1 20211
Crosspoint Capital Strategies, LLC 110.06%0.06%0.06%Q3 2015Q3 20151
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
FIRST FINANCIAL EQUITY CORPORATION 110.04%0.04%0.04%Q1 2017Q1 20171
WealthOne, LLC 110.10%0.10%0.10%Q4 2018Q4 20181
CENTRAL TRUST Co 110.00%0.00%0.00%Q1 2020Q1 20201
TFO Wealth Partners, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Centric Wealth Management 110.69%0.69%0.69%Q1 2022Q1 20221
Allianz Asset Management GmbH 110.00%0.00%0.00%Q2 2016Q2 20161
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
CALTON & ASSOCIATES, INC. 110.04%0.04%0.04%Q4 2017Q4 20171
BESSEMER GROUP INC 110.00%0.00%0.00%Q2 2013Q2 20131
McIlrath & Eck, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
CABANA LLC 110.16%0.16%0.16%Q4 2018Q4 20181
Capital Square, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
US FINANCIAL ADVISORS, LLC 110.02%0.02%0.02%Q1 2016Q1 20161
Meridian Wealth Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Range Financial Group LLC 110.27%0.27%0.27%Q1 2021Q1 20211
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Professional Financial Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Concert Wealth Management Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Strategic Advocates LLC 115.05%5.05%5.05%Q3 2023Q3 20231
Midwest Heritage Bank, FSB 110.52%0.52%0.52%Q4 2021Q4 20211
JOURNEY STRATEGIC WEALTH LLC 110.02%0.02%0.02%Q4 2021Q4 20211
PICTET ASSET MANAGEMENT LTD 110.01%0.01%0.01%Q2 2016Q2 20161
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Sonora Investment Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
TRANSCEND CAPITAL ADVISORS, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
External links

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