ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.02%0.08%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.01%Q2 2013Q3 202342
State of Tennessee, Treasury Department 41410.58%0.80%1.05%Q3 2013Q3 202341
PNC FINANCIAL SERVICES GROUP, INC. 3830.00%0.00%0.00%Q2 2013Q3 202341
GLENMEDE TRUST CO NA 20200.00%0.00%0.00%Q2 2013Q3 202340
Artisan Partners Limited Partnership 3360.00%0.02%0.07%Q2 2013Q3 202339
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
CIBC WORLD MARKET INC. 23120.00%0.00%0.02%Q3 2014Q3 202335
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q2 2013Q3 202334
BANK OF MONTREAL /CAN/ 2710.00%0.00%0.00%Q2 2013Q3 202333
OLD SECOND NATIONAL BANK OF AURORA 33330.01%0.01%0.01%Q3 2015Q3 202333
CITIGROUP INC 33330.00%0.00%0.00%Q2 2013Q2 202133
Tower Research Capital LLC (TRC) 1010.00%0.00%0.01%Q3 2013Q1 202332
US BANCORP \DE\ 3110.00%0.00%0.00%Q2 2013Q3 202332
GOLDMAN SACHS GROUP INC 3010.00%0.00%0.00%Q4 2012Q3 202031
BARCLAYS PLC 2920.00%0.00%0.00%Q2 2013Q2 202331
RAYMOND JAMES & ASSOCIATES 2210.00%0.00%0.02%Q3 2014Q3 202330
IFP Advisors, Inc 1710.00%0.01%0.06%Q4 2015Q3 202330
LAZARD ASSET MANAGEMENT LLC 30300.00%0.00%0.00%Q2 2016Q3 202330
ASSETMARK, INC 2510.00%0.18%1.19%Q3 2014Q2 202329
JPMORGAN CHASE & CO 2610.00%0.00%0.00%Q4 2015Q3 202329
CARRET ASSET MANAGEMENT, LLC 28280.12%0.16%0.21%Q1 2013Q4 201928
Somerset Capital Management LLP 2310.49%2.70%15.40%Q1 2014Q3 202128
Pacific Center for Financial Services 2430.00%0.00%0.00%Q4 2016Q3 202327
Parallel Advisors, LLC 27270.00%0.01%0.03%Q1 2017Q3 202327
Citadel Advisors 810.00%0.00%0.01%Q1 2015Q2 202327
JANE STREET GROUP, LLC 710.00%0.02%0.10%Q1 2014Q3 202326
OLD MISSION CAPITAL LLC 610.01%0.32%3.11%Q4 2014Q1 202326
Creative Planning 840.00%0.00%0.00%Q2 2014Q3 202326
ENVESTNET ASSET MANAGEMENT INC 1010.00%0.00%0.02%Q2 2013Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
LADENBURG THALMANN FINANCIAL SERVICES INC. 2220.00%0.00%0.02%Q2 2013Q4 201924
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2120.00%0.00%0.00%Q2 2013Q2 202223
CREDIT SUISSE AG/ 2120.00%0.00%0.01%Q1 2013Q1 202323
Sequent Asset Management, LLC 23230.51%1.80%2.67%Q2 2014Q4 201923
BANK HAPOALIM BM 22220.05%0.11%0.21%Q3 2014Q4 201922
HighTower Advisors, LLC 2010.00%0.02%0.05%Q4 2013Q2 202222
Clearstead Advisors, LLC 22220.02%0.04%0.08%Q2 2018Q3 202322
Cutler Group LLC / CA 710.00%0.00%0.01%Q1 2016Q1 202221
FLOW TRADERS U.S. LLC 510.00%0.18%0.61%Q3 2013Q2 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Curbstone Financial Management Corp 21210.18%0.61%0.78%Q1 2015Q1 202021
Hexavest Inc. 21210.00%0.02%0.10%Q2 2013Q2 201821
Transamerica Financial Advisors, Inc. 1410.00%0.02%0.10%Q3 2013Q2 201920
FMR LLC 1370.00%0.00%0.00%Q3 2018Q3 202320
Meiji Yasuda Asset Management Co Ltd. 20200.17%0.85%1.58%Q2 2013Q1 201820
AMERICAN CENTURY COMPANIES INC 19190.00%0.00%0.01%Q2 2013Q4 201719
Psagot Value Holdings Ltd. 19190.23%0.64%1.13%Q4 2014Q2 201919
SCHRODER INVESTMENT MANAGEMENT GROUP 1020.00%0.00%0.00%Q2 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Patriot Financial Group Insurance Agency, LLC 18180.00%0.00%0.00%Q1 2018Q2 202218
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
BANQUE PICTET & CIE SA 1350.00%0.01%0.02%Q1 2019Q3 202318
Regal Wealth Group, Inc. 18180.02%0.03%0.04%Q4 2015Q1 202018
American Portfolios Advisors 1080.00%0.00%0.01%Q4 2017Q3 202218
Cambridge Investment Research Advisors, Inc. 1310.00%0.01%0.02%Q2 2015Q3 202318
Realta Investment Advisors 1440.00%0.10%0.14%Q1 2019Q3 202318
NewSquare Capital LLC 720.00%0.18%0.59%Q3 2015Q2 202318
Jacobus Wealth Management, Inc. 18180.06%0.07%0.13%Q2 2013Q3 201718
J.P. Morgan Private Wealth Advisors LLC 1020.00%0.00%0.01%Q2 2013Q3 202318
BRINKER CAPITAL INC 1410.02%0.41%4.12%Q2 2014Q4 201817
AIA Singapore Private Ltd 171716.41%29.13%48.04%Q4 2012Q4 201617
HUNTINGTON NATIONAL BANK 1430.00%0.00%0.00%Q2 2015Q3 201917
SIGNATUREFD, LLC 710.00%0.01%0.02%Q2 2015Q3 202316
DIMENSIONAL FUND ADVISORS LP 16160.00%0.00%0.00%Q2 2013Q1 201716
BENJAMIN F. EDWARDS & COMPANY, INC. 16160.00%0.00%0.04%Q4 2019Q3 202316
L & S Advisors Inc 1510.04%0.07%0.10%Q3 2016Q1 202216
JANUS HENDERSON INVESTORS US LLC 16160.00%0.01%0.02%Q2 2013Q1 201716
CENTRAL TRUST Co 16160.00%0.00%0.00%Q4 2019Q3 202316
EVOKE WEALTH, LLC 1510.01%0.01%0.02%Q3 2019Q3 202316
SEI INVESTMENTS CO 15150.00%0.01%0.02%Q4 2014Q2 201815
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 710.00%0.00%0.00%Q2 2013Q3 202315
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.00%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
BlackRock Fund Advisors 15150.00%0.00%0.00%Q2 2013Q4 201615
FineMark National Bank & Trust 15150.00%0.00%0.00%Q2 2013Q4 201615
Neuberger Berman Group LLC 1230.00%0.00%0.00%Q3 2019Q2 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Mirae Asset Global Investments Co., Ltd. 15150.00%0.03%0.09%Q2 2016Q4 201915
Accuvest Global Advisors 610.00%0.60%1.73%Q2 2013Q4 201714
BlackRock Investment Management, LLC 14140.01%0.01%0.02%Q2 2013Q3 201614
AMERIPRISE FINANCIAL INC 14140.00%0.00%0.00%Q1 2014Q2 201714
Migdal Insurance & Financial Holdings Ltd. 860.00%0.00%0.02%Q4 2016Q3 202314
InterOcean Capital, LLC 14140.04%0.08%0.11%Q4 2016Q1 202014
BAROMETER CAPITAL MANAGEMENT INC. 410.10%0.25%0.48%Q3 2016Q4 202214
MACQUARIE GROUP LTD 860.00%0.00%0.02%Q4 2015Q1 202314
Rockefeller Capital Management L.P. 13130.00%0.00%0.00%Q2 2020Q2 202313
Compagnie Lombard Odier SCmA 13130.00%0.04%0.07%Q4 2013Q4 201613
Zurcher Kantonalbank (Zurich Cantonalbank) 13130.01%0.01%0.01%Q3 2019Q3 202213
MML INVESTORS SERVICES, LLC 1030.00%0.01%0.03%Q2 2017Q3 202313
Russell Investments Group, Ltd. 13130.01%0.03%0.05%Q4 2016Q4 201913
NEXT Financial Group, Inc 12120.00%0.06%0.10%Q4 2014Q3 201712
WESTWOOD HOLDINGS GROUP INC 12120.00%0.13%0.23%Q4 2016Q3 201912
FIFTH THIRD BANCORP 840.00%0.00%0.00%Q2 2013Q3 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
TRUIST FINANCIAL CORP 1110.00%0.00%0.01%Q4 2019Q3 202312
STIFEL FINANCIAL CORP 910.00%0.00%0.00%Q4 2019Q3 202312
CASTLEARK MANAGEMENT LLC 12120.03%0.13%0.34%Q2 2015Q1 201812
RUSSELL FRANK CO/ 12120.02%0.03%0.04%Q2 2013Q1 201612
SG Americas Securities, LLC 410.00%0.02%0.04%Q2 2015Q4 202212
MSI Financial Services Inc 930.00%0.05%0.15%Q2 2013Q4 201612
Berkeley Capital Partners, LLC 12120.32%0.63%0.75%Q1 2016Q4 201812
RPG Investment Advisory, LLC 11110.45%0.66%0.79%Q4 2015Q2 201811
Geneos Wealth Management Inc. 11110.00%0.00%0.00%Q3 2017Q1 202011
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 510.02%0.03%0.04%Q4 2019Q3 202311
Raymond James Financial Services Advisors, Inc. 410.00%0.00%0.02%Q3 2015Q1 202211
JANUS HENDERSON GROUP PLC 11110.01%0.02%0.02%Q2 2017Q4 201911
Valentine Capital Asset Management, Inc. 650.61%0.71%0.82%Q1 2013Q4 201511
FinTrust Capital Advisors, LLC 1010.00%0.00%0.00%Q4 2018Q3 202311
KANALY TRUST CO 11110.00%0.00%0.00%Q2 2014Q4 201611
Alpha Omega Wealth Management LLC 10100.00%0.00%0.01%Q4 2015Q1 201810
Advisory Services Network, LLC 10100.00%0.01%0.02%Q2 2017Q3 201910
TORONTO DOMINION BANK 410.00%0.00%0.00%Q4 2014Q3 202310
SUNTRUST BANKS INC 10100.00%0.01%0.02%Q2 2017Q3 201910
Bank of New York Mellon Corp 610.00%0.00%0.00%Q2 2013Q4 202210
WFG Advisors, LP 10100.00%0.02%0.14%Q3 2013Q4 201510
AGF INVESTMENTS INC. 820.00%0.57%0.94%Q4 2013Q2 202110
EXANE DERIVATIVES 910.00%0.00%0.01%Q4 2014Q1 202110
WASATCH ADVISORS LP 10100.04%0.06%0.11%Q3 2013Q4 201510
Vontobel Holding Ltd. 990.00%0.00%0.01%Q4 2020Q4 20229
IndexIQ Advisors LLC 990.00%0.03%0.08%Q1 2015Q1 20179
First Horizon Advisors, Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
Spire Wealth Management 630.00%0.00%0.00%Q1 2021Q3 20239
CURIAN CAPITAL LLC 510.01%0.02%0.08%Q2 2013Q4 20159
TOMPKINS FINANCIAL CORP 810.00%0.00%0.01%Q4 2019Q4 20239
Westside Investment Management, Inc. 710.00%0.03%0.14%Q4 2016Q2 20199
Bluefin Trading, LLC 530.04%0.17%0.37%Q2 2013Q1 20168
Viewpoint Capital Management LLC 880.21%0.22%0.25%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
B. Riley Wealth Management, Inc. 620.01%0.02%0.03%Q1 2014Q4 20198
Cypress Capital Group 880.12%0.20%0.46%Q4 2021Q3 20238
Amundi 880.00%0.00%0.00%Q4 2021Q3 20238
Baltimore-Washington Financial Advisors, Inc. 880.05%0.10%0.16%Q4 2013Q3 20158
BRIGHTON JONES LLC 880.01%0.02%0.03%Q4 2021Q3 20238
StrategIQ Financial Group, LLC 880.07%0.08%0.08%Q4 2021Q3 20238
Lattice Strategies LLC 710.12%0.15%0.26%Q2 2013Q3 20158
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Focused Wealth Management, Inc 620.00%0.00%0.00%Q3 2015Q1 20188
FLAGSHIP HARBOR ADVISORS, LLC 880.00%0.00%0.00%Q2 2018Q1 20208
Allworth Financial LP 710.00%0.00%0.00%Q3 2017Q4 20228
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.00%Q1 2021Q1 20238
HAZLETT, BURT & WATSON, INC. 770.01%0.01%0.01%Q1 2022Q3 20237
CREDIT AGRICOLE S A 770.00%0.00%0.00%Q1 2014Q3 20157
RMB Capital Management, LLC 770.01%0.01%0.01%Q4 2017Q2 20197
DELTA ASSET MANAGEMENT LLC/TN 770.00%0.00%0.00%Q3 2017Q1 20197
NORTHERN TRUST CORP 610.00%0.00%0.00%Q1 2015Q4 20197
Exchange Capital Management, Inc. 770.00%0.00%0.00%Q2 2016Q4 20177
Krilogy Financial LLC 610.00%0.00%0.00%Q4 2016Q3 20187
Cribstone Capital Management, LLC 770.00%0.00%0.00%Q2 2016Q4 20177
QS Investors, LLC 770.02%0.05%0.07%Q4 2013Q2 20157
BROWN ADVISORY INC 770.00%0.01%0.02%Q2 2013Q4 20147
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
DEUTSCHE BANK AG\ 520.00%0.00%0.01%Q4 2013Q3 20187
DAVENPORT & Co LLC 310.01%0.01%0.01%Q2 2017Q4 20227
Beaumont Financial Partners, LLC 310.18%0.41%0.83%Q3 2014Q2 20196
SEI TRUST CO 660.01%0.01%0.03%Q2 2013Q3 20146
Winch Advisory Services, LLC 420.01%0.02%0.04%Q2 2014Q4 20156
Csenge Advisory Group 660.02%0.03%0.03%Q1 2022Q2 20236
SeaTown Holdings Pte. Ltd. 660.02%0.09%0.18%Q3 2021Q4 20226
Qube Research & Technologies Ltd 210.00%0.01%0.08%Q1 2020Q3 20236
Ruane, Cunniff & Goldfarb 660.00%0.00%0.00%Q2 2014Q3 20156
Simmons Bank 660.03%0.03%0.04%Q1 2016Q2 20176
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 660.00%0.00%0.00%Q2 2014Q3 20156
PRIVATE TRUST CO NA 660.00%0.00%0.01%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Ashmore Group plc 410.02%0.18%0.48%Q1 2013Q4 20156
COMMERZBANK AKTIENGESELLSCHAFT /FI 210.00%0.01%0.01%Q1 2015Q1 20196
Biondo Investment Advisors, LLC 420.42%0.44%0.47%Q3 2015Q1 20186
Sands Capital Management 550.01%0.02%0.03%Q1 2015Q1 20165
Harel Insurance Investments & Financial Services Ltd. 410.00%0.03%0.06%Q1 2017Q3 20205
Institute for Wealth Management, LLC. 550.06%0.09%0.12%Q1 2019Q1 20205
NOMURA ASSET MANAGEMENT CO LTD 410.01%0.02%0.02%Q4 2019Q1 20215
Clal Insurance Enterprises Holdings Ltd 550.48%0.53%0.59%Q1 2020Q1 20215
Orinda Asset Management LLC 550.14%0.29%0.44%Q2 2014Q2 20155
Belpointe Asset Management LLC 210.00%0.01%0.02%Q4 2020Q1 20235
CLOUGH CAPITAL PARTNERS L P 550.01%0.05%0.07%Q1 2015Q1 20165
LBA Wealth Management, LLC 550.01%0.01%0.02%Q2 2015Q2 20165
AdvisorNet Financial, Inc 550.00%0.00%0.00%Q2 2021Q2 20225
Counsel Portfolio Services Inc. 550.03%0.04%0.06%Q2 2014Q2 20155
Gateway Advisory, LLC 320.07%0.66%1.07%Q2 2017Q3 20235
BLAIR WILLIAM & CO/IL 550.00%0.00%0.00%Q1 2019Q1 20205
Phoenix Holdings Ltd. 550.02%0.04%0.11%Q1 2021Q1 20225
Pictet North America Advisors SA 550.03%0.03%0.04%Q1 2019Q1 20205
TT INTERNATIONAL 410.30%0.55%0.98%Q1 2016Q2 20175
Brookstone Capital Management 110.01%0.31%0.83%Q1 2017Q3 20235
PRUDENTIAL FINANCIAL INC 210.00%0.00%0.00%Q1 2017Q4 20225
D.A. DAVIDSON & CO. 410.00%0.00%0.00%Q4 2013Q3 20235
Virtu KCG Holdings LLC 220.01%0.02%0.03%Q1 2015Q1 20164
Arkadios Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
IHT Wealth Management, LLC 440.03%0.03%0.04%Q2 2017Q1 20184
Ayalon Insurance Comp Ltd. 440.01%0.93%2.93%Q1 2015Q4 20154
Avestar Capital, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Atria Investments, Inc 210.01%0.02%0.04%Q1 2017Q3 20184
First Allied Advisory Services, Inc. 110.00%0.03%0.04%Q1 2017Q3 20194
Portfolio Strategies, Inc. 440.00%0.00%0.00%Q4 2017Q3 20184
Stonehage Fleming Financial Services Holdings Ltd 440.01%0.01%0.01%Q1 2017Q4 20174
ClearBridge Investments 440.00%0.00%0.00%Q2 2016Q1 20174
KING LUTHER CAPITAL MANAGEMENT CORP 310.00%0.00%0.00%Q3 2014Q3 20154
BAILARD, INC. 440.04%0.05%0.06%Q1 2014Q4 20144
Kingsview Wealth Management, LLC 440.01%0.03%0.05%Q4 2022Q3 20234
SIMMONS FIRST TRUST CO NA 440.03%0.11%0.16%Q1 2015Q4 20154
Total Clarity Wealth Management, Inc. 210.01%0.01%0.01%Q4 2019Q4 20214
Advisors Preferred, LLC 220.01%0.28%0.72%Q4 2013Q3 20234
Banco de Sabadell, S.A 440.29%0.40%0.55%Q4 2017Q3 20184
KEYBANK NATIONAL ASSOCIATION/OH 440.00%0.00%0.00%Q4 2012Q3 20134
Cyndeo Wealth Partners, LLC 440.24%0.26%0.28%Q4 2022Q3 20234
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 440.00%0.00%0.00%Q1 2018Q4 20184
Wealth Quarterback LLC 220.00%0.01%0.02%Q4 2019Q3 20214
Veritable, L.P. 440.01%0.01%0.01%Q1 2015Q4 20154
Renaissance Technologies 310.00%0.00%0.00%Q4 2017Q2 20194
Verition Fund Management LLC 210.01%0.25%0.94%Q2 2014Q3 20194
First Trust Bank, Ltd. 448.40%10.46%13.84%Q2 2014Q1 20154
ALLIANCEBERNSTEIN L.P. 310.00%0.00%0.00%Q4 2014Q1 20164
CT Financial Advisors LLC 330.02%0.02%0.02%Q3 2016Q1 20173
Geneva Advisors, LLC 330.01%0.01%0.01%Q4 2014Q2 20153
Pine Valley Investments Ltd Liability Co 330.02%0.02%0.03%Q1 2023Q3 20233
MARSHALL WACE, LLP 110.00%0.00%0.00%Q1 2020Q1 20233
Valeo Financial Advisors, LLC 330.02%0.03%0.03%Q3 2017Q1 20183
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q3 2019Q3 20233
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
BANK PICTET & CIE (ASIA) LTD 330.15%0.17%0.18%Q1 2016Q3 20163
EDMOND DE ROTHSCHILD HOLDING S.A. 330.01%0.02%0.03%Q1 2017Q3 20173
BNP PARIBAS FINANCIAL MARKETS 210.00%0.00%0.00%Q2 2014Q2 20163
HL FINANCIAL SERVICES LLC 330.04%0.06%0.08%Q3 2018Q1 20193
THOMPSON INVESTMENT MANAGEMENT, INC. 330.02%0.02%0.02%Q1 2023Q3 20233
Gemmer Asset Management LLC 210.00%0.01%0.02%Q3 2016Q1 20193
Arlington Capital Management, Inc. 339.50%9.62%9.80%Q4 2014Q2 20153
AIA Group Ltd 3318.21%24.06%29.91%Q1 2017Q3 20173
LOOMIS SAYLES & CO L P 330.00%0.00%0.00%Q3 2014Q1 20153
Bank Pictet & Cie (Europe) AG 330.08%0.09%0.09%Q1 2016Q3 20163
Commonwealth Equity Services, Inc 210.00%0.01%0.01%Q1 2015Q3 20173
Aveo Capital Partners, LLC 330.64%0.73%0.89%Q3 2017Q1 20183
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 330.00%0.01%0.01%Q1 2021Q3 20213
BAIRD ROBERT W & CO INC /WI/ 330.03%0.03%0.03%Q3 2014Q1 20153
AE Wealth Management LLC 330.00%0.00%0.00%Q3 2022Q1 20233
COLONY GROUP LLC 330.18%0.22%0.25%Q4 2014Q2 20153
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
Surevest, LLC 220.00%0.01%0.01%Q2 2022Q3 20222
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 220.00%0.00%0.00%Q2 2013Q3 20132
Paradigm, Strategies in Wealth Management, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Cetera Advisor Networks LLC 110.00%0.00%0.01%Q2 2020Q4 20212
Sigma Planning Corp 110.01%0.08%0.14%Q1 2015Q2 20182
BECK CAPITAL MANAGEMENT, LLC 220.12%0.14%0.16%Q1 2019Q2 20192
Prospera Financial Services Inc 220.15%0.16%0.17%Q3 2015Q4 20152
RHUMBLINE ADVISERS 220.00%0.00%0.00%Q2 2023Q3 20232
Gradient Investments LLC 220.00%0.00%0.00%Q4 2017Q1 20182
CCM INVESTMENT ADVISERS LLC 220.06%0.06%0.06%Q2 2013Q3 20132
MUNDER CAPITAL MANAGEMENT 220.00%0.00%0.00%Q2 2013Q3 20132
Virtue Capital Management, LLC 220.06%0.06%0.06%Q4 2017Q1 20182
Baltimore-Washington Financial Advisors Inc. 220.08%0.09%0.09%Q2 2013Q3 20132
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2015Q3 20232
Wealth Enhancement & Preservation of GA, LLC 220.37%0.39%0.41%Q3 2022Q4 20222
CENTAURUS FINANCIAL, INC. 110.00%0.02%0.04%Q2 2018Q4 20222
Steward Partners Investment Advisory, LLC 110.00%0.00%0.01%Q4 2021Q3 20232
OLD MISSION CAPITAL, LLC 110.18%0.31%0.44%Q4 2016Q4 20202
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 220.45%0.46%0.47%Q2 2023Q3 20232
AMP Capital Investors Ltd 220.00%0.00%0.00%Q3 2013Q4 20132
WP Advisors, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
NewEdge Advisors, LLC 110.00%0.00%0.00%Q2 2017Q4 20222
BlueCrest Capital Management Ltd 110.01%0.01%0.01%Q4 2014Q2 20152
MEITAV INVESTMENT HOUSE LTD 110.00%0.02%0.05%Q2 2021Q2 20232
NORTHERN TRUST CO OF CONNECTICUT 220.00%0.00%0.00%Q2 2013Q3 20132
Private Advisor Group, LLC 110.01%0.01%0.01%Q3 2014Q2 20172
AIA Investment Management Private Ltd 2230.18%30.84%31.49%Q4 2017Q1 20182
EPG Wealth Management LLC 220.00%0.00%0.01%Q4 2019Q1 20202
STRATEGIC WEALTH MANAGEMENT INC 221.82%1.95%2.08%Q4 2012Q1 20132
WOLVERINE ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q1 2017Q2 20172
PICTET BANK & TRUST Ltd 220.17%0.17%0.17%Q1 2019Q2 20192
Jane Street Holding, LLC 220.01%0.02%0.03%Q2 2013Q3 20132
CastleArk Alternatives, LLC 221.33%1.34%1.34%Q4 2017Q1 20182
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2015Q3 20162
Clarus Wealth Advisors 220.01%0.01%0.02%Q1 2019Q2 20192
Teamwork Financial Advisors, LLC 220.08%0.10%0.12%Q3 2022Q4 20222
Belmont Global Advisors, Inc. 220.28%0.41%0.54%Q2 2016Q3 20162
Cavalier Investments, LLC 221.22%1.24%1.25%Q3 2017Q4 20172
Emerald Acquisition Ltd. 220.03%0.05%0.06%Q2 2016Q3 20162
Apollon Wealth Management, LLC 220.03%0.03%0.04%Q4 2022Q1 20232
SPC Financial, Inc. 222.76%3.01%3.25%Q3 2015Q4 20152
Forward Management, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
JENNISON ASSOCIATES LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Meridian Wealth Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Rathbones Group PLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sunbelt Securities, Inc. 110.06%0.06%0.06%Q1 2021Q1 20211
CABANA LLC 110.20%0.20%0.20%Q4 2018Q4 20181
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q4 2016Q4 20161
WEALTHSOURCE PARTNERS, LLC 110.05%0.05%0.05%Q2 2019Q2 20191
SCOTIA CAPITAL INC. 110.00%0.00%0.00%Q1 2018Q1 20181
M&T BANK CORP 110.00%0.00%0.00%Q3 2014Q3 20141
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
GUARDIAN CAPITAL ADVISORS LP 110.33%0.33%0.33%Q3 2015Q3 20151
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Zurich Insurance Group Ltd/FI 110.00%0.00%0.00%Q3 2019Q3 20191
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Janney Montgomery Scott LLC 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
One Capital Management, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Legacy Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
VERUS CAPITAL PARTNERS, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Baird Financial Group, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
HSBC HOLDINGS PLC 110.00%0.00%0.00%Q3 2012Q3 20121
OneDigital Investment Advisors LLC 110.00%0.00%0.00%Q3 2018Q3 20181
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q4 2022Q4 20221
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Madden Advisory Services, Inc. 110.04%0.04%0.04%Q2 2013Q2 20131
KINGS POINT CAPITAL MANAGEMENT 110.01%0.01%0.01%Q1 2021Q1 20211
PRUDENTIAL PLC 110.00%0.00%0.00%Q1 2019Q1 20191
Moloney Securities Asset Management, LLC 110.18%0.18%0.18%Q2 2019Q2 20191
M Holdings Securities, Inc. 110.13%0.13%0.13%Q3 2014Q3 20141
Argentus Capital Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q4 2018Q4 20181
HOWE & RUSLING INC 110.00%0.00%0.00%Q1 2017Q1 20171
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
FIRST TRUST ADVISORS LP 110.00%0.00%0.00%Q2 2017Q2 20171
Trek Financial, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Ground Swell Capital, LLC 110.02%0.02%0.02%Q2 2014Q2 20141
Ancora Advisors LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Tikvah Management LLC 110.32%0.32%0.32%Q2 2016Q2 20161
WEBSTER BANK, N. A. 110.01%0.01%0.01%Q3 2023Q3 20231
MANNING & NAPIER ADVISORS LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Global Retirement Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q4 2017Q4 20171
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LexAurum Advisors, LLC 110.18%0.18%0.18%Q1 2020Q1 20201
Financial Advocates Investment Management 110.02%0.02%0.02%Q4 2020Q4 20201
WealthTrust-Arizona, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
O'Dell Group, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
HERMES INVESTMENT MANAGEMENT LTD 110.04%0.04%0.04%Q2 2013Q2 20131
Karp Capital Management Corp 110.00%0.00%0.00%Q4 2018Q4 20181
FIRST HORIZON CORP 110.01%0.01%0.01%Q2 2013Q2 20131
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q1 2023Q1 20231
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.03%0.03%0.03%Q2 2016Q2 20161
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Trafelet Capital Management, L.P. 110.04%0.04%0.04%Q2 2016Q2 20161
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Foundations Investment Advisors, LLC 110.12%0.12%0.12%Q4 2018Q4 20181
OPPENHEIMER & CO INC 110.00%0.00%0.00%Q3 2023Q3 20231
GEODE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
SVB WEALTH LLC 110.00%0.00%0.00%Q4 2019Q4 20191
BENJAMIN EDWARDS INC 110.01%0.01%0.01%Q4 2019Q4 20191
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BAKER TILLY WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Penserra Capital Management LLC 110.04%0.04%0.04%Q2 2019Q2 20191
COMMONWEALTH BANK OF AUSTRALIA 110.00%0.00%0.00%Q1 2014Q1 20141
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
FIRST HAWAIIAN BANK 110.00%0.00%0.00%Q3 2018Q3 20181
Headlands Technologies LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TRANSCEND CAPITAL ADVISORS, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
Spectrum Management Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Sonora Investment Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
1832 Asset Management L.P. 110.00%0.00%0.00%Q3 2016Q3 20161
GREENWOOD CAPITAL ASSOCIATES LLC 110.64%0.64%0.64%Q3 2018Q3 20181
PURSUE WEALTH PARTNERS LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Cetera Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
WealthPLAN Partners, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Stewardship Financial Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
TIAA, FSB 110.00%0.00%0.00%Q4 2019Q4 20191
EXENCIAL WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2013Q1 20131
Sandy Cove Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
GENWORTH FINANCIAL INC 110.03%0.03%0.03%Q2 2013Q2 20131
MGO ONE SEVEN LLC 110.09%0.09%0.09%Q4 2017Q4 20171
WEALTHFRONT Corp 110.01%0.01%0.01%Q3 2017Q3 20171
Edge Wealth Management LLC 110.01%0.01%0.01%Q4 2015Q4 20151
TimesSquare Capital Management, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Regal Investment Advisors LLC 110.00%0.00%0.00%Q2 2013Q2 20131
OTA Financial Group L.P. 110.84%0.84%0.84%Q4 2015Q4 20151
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q2 2021Q2 20211
Thomasville National Bank 110.01%0.01%0.01%Q1 2015Q1 20151
Laffer Tengler Investments, Inc. 110.15%0.15%0.15%Q4 2019Q4 20191
TRUST CO OF OKLAHOMA 110.09%0.09%0.09%Q4 2022Q4 20221
B. Riley Financial, Inc. 110.07%0.07%0.07%Q4 2017Q4 20171
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
TD ASSET MANAGEMENT INC 110.04%0.04%0.04%Q2 2015Q2 20151
Virtu Financial LLC 110.02%0.02%0.02%Q2 2018Q2 20181
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
GREAT WEST LIFE ASSURANCE CO /CAN/ 110.00%0.00%0.00%Q2 2015Q2 20151
External links

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