Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
State of Tennessee, Treasury Department | 41 | 41 | 0.58% | 0.80% | 1.05% | Q3 2013 | Q3 2023 | 41 |
PNC FINANCIAL SERVICES GROUP, INC. | 38 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
Artisan Partners Limited Partnership | 33 | 6 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 39 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
CIBC WORLD MARKET INC. | 23 | 12 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 35 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
BANK OF MONTREAL /CAN/ | 27 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
OLD SECOND NATIONAL BANK OF AURORA | 33 | 33 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 33 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2023 | 32 |
US BANCORP \DE\ | 31 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
GOLDMAN SACHS GROUP INC | 30 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2020 | 31 |
BARCLAYS PLC | 29 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 31 |
RAYMOND JAMES & ASSOCIATES | 22 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q3 2023 | 30 |
LAZARD ASSET MANAGEMENT LLC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
ASSETMARK, INC | 25 | 1 | 0.00% | 0.18% | 1.19% | Q3 2014 | Q2 2023 | 29 |
JPMORGAN CHASE & CO | 26 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 29 |
CARRET ASSET MANAGEMENT, LLC | 28 | 28 | 0.12% | 0.16% | 0.21% | Q1 2013 | Q4 2019 | 28 |
Somerset Capital Management LLP | 23 | 1 | 0.49% | 2.70% | 15.40% | Q1 2014 | Q3 2021 | 28 |
Pacific Center for Financial Services | 24 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
Parallel Advisors, LLC | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2023 | 27 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.02% | 0.10% | Q1 2014 | Q3 2023 | 26 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.01% | 0.32% | 3.11% | Q4 2014 | Q1 2023 | 26 |
Creative Planning | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 26 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 22 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2019 | 24 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 23 |
CREDIT SUISSE AG/ | 21 | 2 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q1 2023 | 23 |
Sequent Asset Management, LLC | 23 | 23 | 0.51% | 1.80% | 2.67% | Q2 2014 | Q4 2019 | 23 |
BANK HAPOALIM BM | 22 | 22 | 0.05% | 0.11% | 0.21% | Q3 2014 | Q4 2019 | 22 |
HighTower Advisors, LLC | 20 | 1 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q2 2022 | 22 |
Clearstead Advisors, LLC | 22 | 22 | 0.02% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Cutler Group LLC / CA | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2022 | 21 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.00% | 0.18% | 0.61% | Q3 2013 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Curbstone Financial Management Corp | 21 | 21 | 0.18% | 0.61% | 0.78% | Q1 2015 | Q1 2020 | 21 |
Hexavest Inc. | 21 | 21 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q2 2018 | 21 |
Transamerica Financial Advisors, Inc. | 14 | 1 | 0.00% | 0.02% | 0.10% | Q3 2013 | Q2 2019 | 20 |
FMR LLC | 13 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Meiji Yasuda Asset Management Co Ltd. | 20 | 20 | 0.17% | 0.85% | 1.58% | Q2 2013 | Q1 2018 | 20 |
AMERICAN CENTURY COMPANIES INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 19 |
Psagot Value Holdings Ltd. | 19 | 19 | 0.23% | 0.64% | 1.13% | Q4 2014 | Q2 2019 | 19 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Patriot Financial Group Insurance Agency, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
BANQUE PICTET & CIE SA | 13 | 5 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
Regal Wealth Group, Inc. | 18 | 18 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q1 2020 | 18 |
American Portfolios Advisors | 10 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 18 |
Cambridge Investment Research Advisors, Inc. | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 18 |
Realta Investment Advisors | 14 | 4 | 0.00% | 0.10% | 0.14% | Q1 2019 | Q3 2023 | 18 |
NewSquare Capital LLC | 7 | 2 | 0.00% | 0.18% | 0.59% | Q3 2015 | Q2 2023 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.06% | 0.07% | 0.13% | Q2 2013 | Q3 2017 | 18 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 18 |
BRINKER CAPITAL INC | 14 | 1 | 0.02% | 0.41% | 4.12% | Q2 2014 | Q4 2018 | 17 |
AIA Singapore Private Ltd | 17 | 17 | 16.41% | 29.13% | 48.04% | Q4 2012 | Q4 2016 | 17 |
HUNTINGTON NATIONAL BANK | 14 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2019 | 17 |
SIGNATUREFD, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 16 |
DIMENSIONAL FUND ADVISORS LP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 16 | 16 | 0.00% | 0.00% | 0.04% | Q4 2019 | Q3 2023 | 16 |
L & S Advisors Inc | 15 | 1 | 0.04% | 0.07% | 0.10% | Q3 2016 | Q1 2022 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 16 |
CENTRAL TRUST Co | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 16 |
SEI INVESTMENTS CO | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2018 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Neuberger Berman Group LLC | 12 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Mirae Asset Global Investments Co., Ltd. | 15 | 15 | 0.00% | 0.03% | 0.09% | Q2 2016 | Q4 2019 | 15 |
Accuvest Global Advisors | 6 | 1 | 0.00% | 0.60% | 1.73% | Q2 2013 | Q4 2017 | 14 |
BlackRock Investment Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
AMERIPRISE FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2017 | 14 |
Migdal Insurance & Financial Holdings Ltd. | 8 | 6 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 14 |
InterOcean Capital, LLC | 14 | 14 | 0.04% | 0.08% | 0.11% | Q4 2016 | Q1 2020 | 14 |
BAROMETER CAPITAL MANAGEMENT INC. | 4 | 1 | 0.10% | 0.25% | 0.48% | Q3 2016 | Q4 2022 | 14 |
MACQUARIE GROUP LTD | 8 | 6 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q1 2023 | 14 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
Compagnie Lombard Odier SCmA | 13 | 13 | 0.00% | 0.04% | 0.07% | Q4 2013 | Q4 2016 | 13 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2022 | 13 |
MML INVESTORS SERVICES, LLC | 10 | 3 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 13 |
Russell Investments Group, Ltd. | 13 | 13 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q4 2019 | 13 |
NEXT Financial Group, Inc | 12 | 12 | 0.00% | 0.06% | 0.10% | Q4 2014 | Q3 2017 | 12 |
WESTWOOD HOLDINGS GROUP INC | 12 | 12 | 0.00% | 0.13% | 0.23% | Q4 2016 | Q3 2019 | 12 |
FIFTH THIRD BANCORP | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
TRUIST FINANCIAL CORP | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 12 |
STIFEL FINANCIAL CORP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
CASTLEARK MANAGEMENT LLC | 12 | 12 | 0.03% | 0.13% | 0.34% | Q2 2015 | Q1 2018 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2016 | 12 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q4 2022 | 12 |
MSI Financial Services Inc | 9 | 3 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q4 2016 | 12 |
Berkeley Capital Partners, LLC | 12 | 12 | 0.32% | 0.63% | 0.75% | Q1 2016 | Q4 2018 | 12 |
RPG Investment Advisory, LLC | 11 | 11 | 0.45% | 0.66% | 0.79% | Q4 2015 | Q2 2018 | 11 |
Geneos Wealth Management Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 11 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 5 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 11 |
Raymond James Financial Services Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q1 2022 | 11 |
JANUS HENDERSON GROUP PLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q4 2019 | 11 |
Valentine Capital Asset Management, Inc. | 6 | 5 | 0.61% | 0.71% | 0.82% | Q1 2013 | Q4 2015 | 11 |
FinTrust Capital Advisors, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 11 |
KANALY TRUST CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 11 |
Alpha Omega Wealth Management LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2018 | 10 |
Advisory Services Network, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2019 | 10 |
TORONTO DOMINION BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 10 |
SUNTRUST BANKS INC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2019 | 10 |
Bank of New York Mellon Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 10 |
WFG Advisors, LP | 10 | 10 | 0.00% | 0.02% | 0.14% | Q3 2013 | Q4 2015 | 10 |
AGF INVESTMENTS INC. | 8 | 2 | 0.00% | 0.57% | 0.94% | Q4 2013 | Q2 2021 | 10 |
EXANE DERIVATIVES | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2021 | 10 |
WASATCH ADVISORS LP | 10 | 10 | 0.04% | 0.06% | 0.11% | Q3 2013 | Q4 2015 | 10 |
Vontobel Holding Ltd. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
IndexIQ Advisors LLC | 9 | 9 | 0.00% | 0.03% | 0.08% | Q1 2015 | Q1 2017 | 9 |
First Horizon Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Spire Wealth Management | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
CURIAN CAPITAL LLC | 5 | 1 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q4 2015 | 9 |
TOMPKINS FINANCIAL CORP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2023 | 9 |
Westside Investment Management, Inc. | 7 | 1 | 0.00% | 0.03% | 0.14% | Q4 2016 | Q2 2019 | 9 |
Bluefin Trading, LLC | 5 | 3 | 0.04% | 0.17% | 0.37% | Q2 2013 | Q1 2016 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.21% | 0.22% | 0.25% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
B. Riley Wealth Management, Inc. | 6 | 2 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q4 2019 | 8 |
Cypress Capital Group | 8 | 8 | 0.12% | 0.20% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Amundi | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Baltimore-Washington Financial Advisors, Inc. | 8 | 8 | 0.05% | 0.10% | 0.16% | Q4 2013 | Q3 2015 | 8 |
BRIGHTON JONES LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
StrategIQ Financial Group, LLC | 8 | 8 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Lattice Strategies LLC | 7 | 1 | 0.12% | 0.15% | 0.26% | Q2 2013 | Q3 2015 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Focused Wealth Management, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2018 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Allworth Financial LP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2022 | 8 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CREDIT AGRICOLE S A | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 7 |
RMB Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
DELTA ASSET MANAGEMENT LLC/TN | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
NORTHERN TRUST CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 7 |
Exchange Capital Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
Krilogy Financial LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 7 |
Cribstone Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
QS Investors, LLC | 7 | 7 | 0.02% | 0.05% | 0.07% | Q4 2013 | Q2 2015 | 7 |
BROWN ADVISORY INC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
DEUTSCHE BANK AG\ | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2018 | 7 |
DAVENPORT & Co LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2022 | 7 |
Beaumont Financial Partners, LLC | 3 | 1 | 0.18% | 0.41% | 0.83% | Q3 2014 | Q2 2019 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Winch Advisory Services, LLC | 4 | 2 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q4 2015 | 6 |
Csenge Advisory Group | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2023 | 6 |
SeaTown Holdings Pte. Ltd. | 6 | 6 | 0.02% | 0.09% | 0.18% | Q3 2021 | Q4 2022 | 6 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.08% | Q1 2020 | Q3 2023 | 6 |
Ruane, Cunniff & Goldfarb | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 6 |
Simmons Bank | 6 | 6 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q2 2017 | 6 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Ashmore Group plc | 4 | 1 | 0.02% | 0.18% | 0.48% | Q1 2013 | Q4 2015 | 6 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2019 | 6 |
Biondo Investment Advisors, LLC | 4 | 2 | 0.42% | 0.44% | 0.47% | Q3 2015 | Q1 2018 | 6 |
Sands Capital Management | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2016 | 5 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 1 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q3 2020 | 5 |
Institute for Wealth Management, LLC. | 5 | 5 | 0.06% | 0.09% | 0.12% | Q1 2019 | Q1 2020 | 5 |
NOMURA ASSET MANAGEMENT CO LTD | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 5 |
Clal Insurance Enterprises Holdings Ltd | 5 | 5 | 0.48% | 0.53% | 0.59% | Q1 2020 | Q1 2021 | 5 |
Orinda Asset Management LLC | 5 | 5 | 0.14% | 0.29% | 0.44% | Q2 2014 | Q2 2015 | 5 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 5 |
CLOUGH CAPITAL PARTNERS L P | 5 | 5 | 0.01% | 0.05% | 0.07% | Q1 2015 | Q1 2016 | 5 |
LBA Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2016 | 5 |
AdvisorNet Financial, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Counsel Portfolio Services Inc. | 5 | 5 | 0.03% | 0.04% | 0.06% | Q2 2014 | Q2 2015 | 5 |
Gateway Advisory, LLC | 3 | 2 | 0.07% | 0.66% | 1.07% | Q2 2017 | Q3 2023 | 5 |
BLAIR WILLIAM & CO/IL | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Phoenix Holdings Ltd. | 5 | 5 | 0.02% | 0.04% | 0.11% | Q1 2021 | Q1 2022 | 5 |
Pictet North America Advisors SA | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q1 2020 | 5 |
TT INTERNATIONAL | 4 | 1 | 0.30% | 0.55% | 0.98% | Q1 2016 | Q2 2017 | 5 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.31% | 0.83% | Q1 2017 | Q3 2023 | 5 |
PRUDENTIAL FINANCIAL INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2022 | 5 |
D.A. DAVIDSON & CO. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 5 |
Virtu KCG Holdings LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2016 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q1 2018 | 4 |
Ayalon Insurance Comp Ltd. | 4 | 4 | 0.01% | 0.93% | 2.93% | Q1 2015 | Q4 2015 | 4 |
Avestar Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Atria Investments, Inc | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2018 | 4 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.03% | 0.04% | Q1 2017 | Q3 2019 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Stonehage Fleming Financial Services Holdings Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
ClearBridge Investments | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
KING LUTHER CAPITAL MANAGEMENT CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 4 |
BAILARD, INC. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q4 2014 | 4 |
Kingsview Wealth Management, LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
SIMMONS FIRST TRUST CO NA | 4 | 4 | 0.03% | 0.11% | 0.16% | Q1 2015 | Q4 2015 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 4 |
Advisors Preferred, LLC | 2 | 2 | 0.01% | 0.28% | 0.72% | Q4 2013 | Q3 2023 | 4 |
Banco de Sabadell, S.A | 4 | 4 | 0.29% | 0.40% | 0.55% | Q4 2017 | Q3 2018 | 4 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2013 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.24% | 0.26% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 4 |
Veritable, L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 4 |
Verition Fund Management LLC | 2 | 1 | 0.01% | 0.25% | 0.94% | Q2 2014 | Q3 2019 | 4 |
First Trust Bank, Ltd. | 4 | 4 | 8.40% | 10.46% | 13.84% | Q2 2014 | Q1 2015 | 4 |
ALLIANCEBERNSTEIN L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 4 |
CT Financial Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q1 2017 | 3 |
Geneva Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q1 2018 | 3 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
BANK PICTET & CIE (ASIA) LTD | 3 | 3 | 0.15% | 0.17% | 0.18% | Q1 2016 | Q3 2016 | 3 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2017 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2016 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q3 2018 | Q1 2019 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Gemmer Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2019 | 3 |
Arlington Capital Management, Inc. | 3 | 3 | 9.50% | 9.62% | 9.80% | Q4 2014 | Q2 2015 | 3 |
AIA Group Ltd | 3 | 3 | 18.21% | 24.06% | 29.91% | Q1 2017 | Q3 2017 | 3 |
LOOMIS SAYLES & CO L P | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Bank Pictet & Cie (Europe) AG | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2016 | Q3 2016 | 3 |
Commonwealth Equity Services, Inc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2017 | 3 |
Aveo Capital Partners, LLC | 3 | 3 | 0.64% | 0.73% | 0.89% | Q3 2017 | Q1 2018 | 3 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q1 2015 | 3 |
AE Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
COLONY GROUP LLC | 3 | 3 | 0.18% | 0.22% | 0.25% | Q4 2014 | Q2 2015 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Surevest, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 2 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.08% | 0.14% | Q1 2015 | Q2 2018 | 2 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q1 2019 | Q2 2019 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.15% | 0.16% | 0.17% | Q3 2015 | Q4 2015 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
CCM INVESTMENT ADVISERS LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
MUNDER CAPITAL MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2013 | Q3 2013 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 2 |
Wealth Enhancement & Preservation of GA, LLC | 2 | 2 | 0.37% | 0.39% | 0.41% | Q3 2022 | Q4 2022 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q4 2022 | 2 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.18% | 0.31% | 0.44% | Q4 2016 | Q4 2020 | 2 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 2 | 2 | 0.45% | 0.46% | 0.47% | Q2 2023 | Q3 2023 | 2 |
AMP Capital Investors Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
WP Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 2 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q2 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Private Advisor Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2017 | 2 |
AIA Investment Management Private Ltd | 2 | 2 | 30.18% | 30.84% | 31.49% | Q4 2017 | Q1 2018 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
STRATEGIC WEALTH MANAGEMENT INC | 2 | 2 | 1.82% | 1.95% | 2.08% | Q4 2012 | Q1 2013 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
PICTET BANK & TRUST Ltd | 2 | 2 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q2 2019 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
CastleArk Alternatives, LLC | 2 | 2 | 1.33% | 1.34% | 1.34% | Q4 2017 | Q1 2018 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 2 |
Clarus Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q4 2022 | 2 |
Belmont Global Advisors, Inc. | 2 | 2 | 0.28% | 0.41% | 0.54% | Q2 2016 | Q3 2016 | 2 |
Cavalier Investments, LLC | 2 | 2 | 1.22% | 1.24% | 1.25% | Q3 2017 | Q4 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2016 | Q3 2016 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
SPC Financial, Inc. | 2 | 2 | 2.76% | 3.01% | 3.25% | Q3 2015 | Q4 2015 | 2 |
Forward Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
JENNISON ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
CABANA LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
GUARDIAN CAPITAL ADVISORS LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2015 | Q3 2015 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2012 | Q3 2012 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Madden Advisory Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q2 2019 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2014 | Q3 2014 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FIRST TRUST ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Trek Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Tikvah Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2016 | Q2 2016 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MANNING & NAPIER ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LexAurum Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
HERMES INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Trafelet Capital Management, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
COMMONWEALTH BANK OF AUSTRALIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2018 | Q3 2018 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Stewardship Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
TimesSquare Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2015 | Q4 2015 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Thomasville National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
TRUST CO OF OKLAHOMA | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
TD ASSET MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.