ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
State of Tennessee, Treasury Department 41410.03%0.06%0.08%Q3 2013Q3 202341
BANK OF NOVA SCOTIA 3420.01%0.04%0.12%Q1 2013Q1 202236
Texas Yale Capital Corp. 33330.02%0.03%0.07%Q3 2015Q3 202333
UBS Group AG 3030.00%0.00%0.00%Q4 2014Q1 202333
CENTRAL TRUST Co 32320.00%0.00%0.00%Q2 2013Q1 202132
SUSQUEHANNA INTERNATIONAL GROUP, LLP 910.00%0.00%0.00%Q2 2013Q3 202332
JANE STREET GROUP, LLC 1110.00%0.00%0.02%Q1 2014Q3 202330
EXANE DERIVATIVES 2410.00%0.22%1.42%Q4 2014Q2 202229
Catalyst Capital Advisors LLC 28280.04%0.06%0.08%Q3 2016Q2 202328
CITIGROUP INC 27270.00%0.00%0.01%Q2 2013Q4 201927
Millburn Ridgefield Corp 27270.07%0.09%0.10%Q4 2016Q2 202327
SYNOVUS FINANCIAL CORP 17100.00%0.00%0.00%Q2 2013Q2 202027
JPMORGAN CHASE & CO 1630.00%0.00%0.00%Q2 2016Q3 202324
GOLDMAN SACHS GROUP INC 610.00%0.00%0.00%Q2 2012Q3 202124
Lattice Strategies LLC 24240.18%0.86%1.37%Q2 2013Q1 201924
Tower Research Capital LLC (TRC) 810.00%0.00%0.01%Q2 2013Q3 202324
Mount Lucas Management LP 1110.03%0.53%0.88%Q3 2013Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
PNC FINANCIAL SERVICES GROUP, INC. 1310.00%0.00%0.00%Q2 2013Q1 202121
AMERIPRISE FINANCIAL INC 1110.00%0.00%0.01%Q2 2013Q3 202221
LPL Financial LLC 1410.00%0.01%0.04%Q2 2013Q3 202321
Citadel Advisors 410.00%0.00%0.00%Q1 2014Q3 202321
JAMES INVESTMENT RESEARCH INC 1710.00%0.08%0.28%Q4 2014Q4 202220
AFAM CAPITAL, INC. 1540.19%0.46%0.76%Q2 2013Q3 201819
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
IFP Advisors, Inc 1010.00%0.00%0.01%Q1 2016Q2 202119
LADENBURG THALMANN FINANCIAL SERVICES INC. 1340.00%0.02%0.11%Q2 2013Q4 201917
Creative Planning 880.00%0.00%0.00%Q2 2013Q2 201716
BARCLAYS PLC 1150.00%0.00%0.00%Q2 2013Q2 202216
OLD MISSION CAPITAL LLC 410.01%0.06%0.25%Q4 2014Q3 202316
Global Retirement Partners, LLC 15150.00%0.07%0.14%Q4 2016Q2 202015
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
BROWN BROTHERS HARRIMAN & CO 15150.00%0.00%0.00%Q1 2013Q3 201615
JOHN G ULLMAN & ASSOCIATES INC 960.23%0.51%0.69%Q2 2013Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
FLOW TRADERS U.S. LLC 510.00%0.03%0.09%Q3 2013Q3 202315
MANUFACTURERS LIFE INSURANCE COMPANY, THE 14140.00%0.00%0.00%Q3 2014Q4 201714
C M BIDWELL & ASSOCIATES LTD 14140.00%0.00%0.00%Q4 2017Q1 202114
Zurcher Kantonalbank (Zurich Cantonalbank) 14140.00%0.01%0.01%Q4 2017Q1 202114
MYCIO WEALTH PARTNERS, LLC 14140.00%0.00%0.00%Q2 2013Q3 201614
ATLAS CAPITAL ADVISORS LLC 940.01%0.01%0.04%Q2 2018Q3 202113
ENVESTNET ASSET MANAGEMENT INC 620.00%0.06%0.21%Q2 2013Q4 201913
Kalos Management, Inc. 13130.20%0.33%0.47%Q2 2016Q2 201913
ZACKS INVESTMENT MANAGEMENT 850.01%0.03%0.04%Q2 2014Q1 201913
FMR LLC 610.00%0.00%0.00%Q2 2015Q1 202112
Zurich Insurance Group Ltd/FI 12120.00%0.01%0.02%Q4 2016Q3 201912
MSI Financial Services Inc 750.00%0.00%0.01%Q4 2013Q4 201612
Transamerica Financial Advisors, Inc. 1010.00%0.02%0.06%Q3 2016Q2 202012
4Thought Financial Group Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
Jacobi Capital Management LLC 11110.00%0.00%0.00%Q1 2018Q3 202011
Parkwood LLC 10100.72%1.08%1.40%Q1 2016Q2 201810
Florin Court Capital LLP 810.12%0.45%1.88%Q4 2016Q1 202310
Compagnie Lombard Odier SCmA 910.00%0.01%0.01%Q4 2013Q1 201910
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q3 2015Q3 202310
Man Group plc 410.00%0.00%0.01%Q1 2018Q3 202310
Newbridge Financial Services Group, Inc. 10100.00%0.00%0.00%Q3 2020Q4 202210
Geneos Wealth Management Inc. 410.00%0.00%0.00%Q4 2016Q2 20209
BANK OF MONTREAL /CAN/ 310.00%0.00%0.00%Q2 2016Q3 20239
Virtu KCG Holdings LLC 510.00%0.01%0.02%Q3 2013Q1 20179
OneDigital Investment Advisors LLC 990.00%0.01%0.02%Q2 2017Q2 20199
Ackerman Capital Advisors, LLC 440.00%0.06%0.11%Q1 2019Q1 20218
COMMERZBANK AKTIENGESELLSCHAFT /FI 880.00%0.00%0.01%Q3 2013Q2 20158
Shamrock Asset Management LLC 510.01%0.02%0.09%Q2 2013Q1 20187
Banco de Sabadell, S.A 770.02%0.03%0.03%Q4 2017Q2 20197
COMMUNITY BANK SYSTEM, INC. 660.01%0.01%0.01%Q2 2013Q3 20146
Korea Investment CORP 660.01%0.01%0.01%Q2 2022Q3 20236
Assured Investment Management LLC 660.02%0.12%0.15%Q3 2013Q4 20146
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Glovista Investments LLC 310.12%0.32%0.82%Q3 2013Q4 20226
HSBC HOLDINGS PLC 510.00%0.00%0.00%Q1 2012Q1 20176
Stelac Advisory Services LLC 660.17%0.20%0.21%Q2 2016Q3 20176
AHL Partners LLP 660.02%0.03%0.04%Q3 2016Q4 20176
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 210.02%0.08%0.21%Q2 2013Q3 20215
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 550.00%0.00%0.01%Q4 2013Q4 20145
Progeny 3, Inc. 550.02%0.04%0.05%Q4 2016Q4 20175
INNEALTA CAPITAL, LLC 551.58%2.03%2.31%Q4 2018Q4 20195
Migdal Insurance & Financial Holdings Ltd. 550.00%0.00%0.00%Q4 2016Q4 20175
AMERICAN INTERNATIONAL GROUP, INC. 410.00%0.00%0.00%Q2 2013Q3 20145
Sumitomo Mitsui Trust Holdings, Inc. 410.00%0.00%0.00%Q3 2017Q1 20195
ACADIAN ASSET MANAGEMENT LLC 550.00%0.00%0.00%Q2 2018Q2 20195
TOMPKINS FINANCIAL CORP 210.00%0.00%0.01%Q2 2013Q4 20195
Verition Fund Management LLC 210.03%0.05%0.08%Q2 2016Q2 20185
Hexagon Capital Partners LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Financial Gravity Asset Management, Inc. 550.00%0.07%0.19%Q1 2019Q1 20205
AlphaCentric Advisors LLC 320.03%0.07%0.12%Q4 2020Q3 20235
DEUTSCHE BANK AG\ 550.00%0.00%0.00%Q4 2013Q4 20145
Rehmann Capital Advisory Group 310.00%0.00%0.00%Q1 2018Q1 20194
ETF MANAGERS GROUP, LLC 440.00%0.00%0.00%Q3 2018Q2 20194
NewSquare Capital LLC 310.20%0.36%0.48%Q3 2016Q2 20184
Biondo Investment Advisors, LLC 440.57%0.58%0.59%Q2 2016Q1 20174
RAYMOND JAMES & ASSOCIATES 310.00%0.00%0.00%Q3 2016Q3 20184
Risk Paradigm Group, LLC 310.01%0.01%0.02%Q2 2015Q4 20164
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 210.00%0.01%0.04%Q1 2017Q2 20184
Nationwide Fund Advisors 440.00%0.00%0.00%Q2 2016Q1 20174
Arlington Capital Management, Inc. 442.30%2.58%2.88%Q4 2022Q3 20234
SG Americas Securities, LLC 210.00%0.00%0.00%Q1 2016Q2 20184
AMG National Trust Bank 440.01%0.04%0.06%Q4 2022Q3 20234
Weatherstone Capital Management 440.55%0.67%0.93%Q2 2013Q1 20144
Renaissance Technologies 310.00%0.00%0.00%Q4 2017Q1 20194
Harel Insurance Investments & Financial Services Ltd. 310.00%0.01%0.01%Q2 2016Q3 20174
Qube Research & Technologies Ltd 310.00%0.00%0.00%Q2 2021Q2 20224
Advisors Preferred, LLC 210.04%0.07%0.11%Q2 2016Q2 20184
D.A. DAVIDSON & CO. 310.00%0.00%0.01%Q1 2014Q2 20174
Counsel Portfolio Services Inc. 220.10%0.19%0.32%Q2 2014Q2 20164
Placemark Investments, Inc. 440.01%0.01%0.01%Q2 2013Q1 20144
DIXON HUBARD FEINOUR & BROWN INC/VA 210.06%0.07%0.10%Q3 2014Q1 20183
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
Brinker Capital Investments, LLC 330.01%0.03%0.05%Q3 2015Q1 20163
Spire Wealth Management 330.00%0.00%0.00%Q1 2021Q3 20213
CAXTON ASSOCIATES LP 330.07%0.07%0.08%Q1 2023Q3 20233
BAILARD, INC. 210.03%0.05%0.07%Q2 2016Q1 20173
Rockefeller Capital Management L.P. 330.00%0.00%0.00%Q2 2022Q4 20223
RATIONAL ADVISORS LLC 210.02%0.03%0.03%Q2 2011Q2 20123
Lombard Odier Asset Management (Switzerland) SA 330.09%0.11%0.12%Q3 2016Q1 20173
BB&T SECURITIES, LLC 210.00%0.00%0.01%Q1 2017Q2 20183
Bank of New York Mellon Corp 330.00%0.00%0.00%Q2 2017Q4 20173
Itau Unibanco Holding S.A. 330.02%0.02%0.03%Q3 2016Q1 20173
JANUS HENDERSON INVESTORS US LLC 330.00%0.00%0.00%Q2 2016Q4 20163
LEUTHOLD GROUP, LLC 330.23%0.29%0.32%Q2 2019Q4 20193
PineBridge Investments, L.P. 330.01%0.02%0.03%Q4 2016Q2 20173
SEI INVESTMENTS CO 330.00%0.00%0.00%Q3 2016Q1 20173
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
Raymond James Financial Services Advisors, Inc. 330.02%0.02%0.03%Q2 2016Q4 20163
StoneX Group Inc. 110.13%0.32%0.65%Q4 2021Q3 20233
WFG Advisors, LP 330.00%0.00%0.00%Q2 2013Q4 20133
Prospera Financial Services Inc 210.00%0.14%0.21%Q3 2016Q3 20203
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 210.04%0.04%0.05%Q2 2018Q2 20223
Private Advisor Group, LLC 110.00%0.00%0.00%Q3 2014Q2 20202
R & A Capital Management, LLC 220.03%0.04%0.04%Q2 2013Q3 20132
Kavar Capital Partners, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
QFR Capital Management, L.P. 223.52%10.62%17.73%Q2 2016Q3 20162
AMUNDI ASSET MANAGEMENT US, INC. 110.01%0.01%0.01%Q4 2012Q3 20132
Rock Creek Group, LP 220.07%0.28%0.48%Q1 2019Q2 20192
STIFEL FINANCIAL CORP 110.00%0.01%0.03%Q2 2014Q4 20222
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
Kovitz Investment Group Partners, LLC 220.05%0.05%0.06%Q4 2018Q1 20192
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 220.00%0.00%0.00%Q2 2013Q3 20132
Numeric Investors LLC 220.00%0.00%0.00%Q3 2016Q4 20162
Hillsdale Investment Management Inc. 220.01%0.01%0.01%Q3 2013Q4 20132
BROWN ADVISORY INC 220.00%0.00%0.00%Q2 2013Q3 20132
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2021Q2 20222
Argentus Capital Management, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q2 2013Q4 20132
CREDIT SUISSE AG/ 220.00%0.00%0.00%Q1 2013Q2 20132
NewEdge Advisors, LLC 110.01%0.01%0.01%Q1 2022Q4 20222
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q2 2016Q1 20192
Jane Street Holding, LLC 110.00%0.01%0.01%Q2 2013Q4 20132
B. Riley Wealth Advisors, Inc. 110.00%0.01%0.01%Q2 2014Q4 20142
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q2 2014Q3 20142
FLAGSHIP HARBOR ADVISORS, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
CWM, LLC 110.00%0.00%0.00%Q2 2018Q4 20212
Parkside Financial Bank & Trust 110.01%0.01%0.01%Q3 2015Q3 20151
Ashmore Group plc 110.01%0.01%0.01%Q1 2013Q1 20131
Sarasin & Partners LLP 110.02%0.02%0.02%Q3 2014Q3 20141
HighTower Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
Accuvest Global Advisors 110.78%0.78%0.78%Q2 2018Q2 20181
Financial Sense Advisors, Inc. 110.14%0.14%0.14%Q3 2017Q3 20171
Financial & Tax Architects, LLC 110.13%0.13%0.13%Q1 2021Q1 20211
Verity Asset Management, Inc. 110.14%0.14%0.14%Q4 2021Q4 20211
Freedom Investment Management, Inc. 110.17%0.17%0.17%Q1 2019Q1 20191
Truvestments Capital LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Vision Capital Management, Inc. 110.02%0.02%0.02%Q2 2014Q2 20141
Capital Asset Advisory Services LLC 110.19%0.19%0.19%Q1 2017Q1 20171
SCOTIA CAPITAL INC. 110.01%0.01%0.01%Q1 2014Q1 20141
Koshinski Asset Management, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 110.03%0.03%0.03%Q4 2019Q4 20191
Walleye Capital LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Bluefin Trading, LLC 110.02%0.02%0.02%Q1 2015Q1 20151
CANADA PENSION PLAN INVESTMENT BOARD 110.01%0.01%0.01%Q4 2017Q4 20171
OLD MISSION CAPITAL, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
TWO SIGMA SECURITIES, LLC 110.08%0.08%0.08%Q4 2016Q4 20161
MML INVESTORS SERVICES, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
NEXT Financial Group, Inc 110.00%0.00%0.00%Q3 2016Q3 20161
BAIRD ROBERT W & CO INC /WI/ 110.01%0.01%0.01%Q2 2014Q2 20141
J.P. Morgan Private Wealth Advisors LLC 110.01%0.01%0.01%Q3 2013Q3 20131
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q2 2017Q2 20171
BlueCrest Capital Management Ltd 110.07%0.07%0.07%Q3 2015Q3 20151
Lebenthal Asset Management, LLC 110.04%0.04%0.04%Q1 2017Q1 20171
Portfolio Strategies Inc 110.13%0.13%0.13%Q4 2017Q4 20171
BAROMETER CAPITAL MANAGEMENT INC. 110.08%0.08%0.08%Q3 2016Q3 20161
AMP Capital Investors Ltd 110.01%0.01%0.01%Q1 2017Q1 20171
Danda Trouve Investment Management, Inc. 110.08%0.08%0.08%Q1 2022Q1 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
NATIXIS ADVISORS, L.P. 110.01%0.01%0.01%Q3 2013Q3 20131
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q2 2018Q2 20181
STATE STREET CORP 110.00%0.00%0.00%Q1 2017Q1 20171
Virtu Financial LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Advisory Services Network, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Gateway Advisory, LLC 110.07%0.07%0.07%Q1 2017Q1 20171
NorthCoast Asset Management LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Cerity Partners LLC 110.02%0.02%0.02%Q3 2017Q3 20171
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
PIERSHALE FINANCIAL GROUP, INC. 110.02%0.02%0.02%Q1 2014Q1 20141
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q2 2019Q2 20191
Elite Wealth Management, Inc. 110.02%0.02%0.02%Q3 2016Q3 20161
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q2 2021Q2 20211
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 110.01%0.01%0.01%Q3 2013Q3 20131
Ground Swell Capital, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
BESSEMER GROUP INC 110.00%0.00%0.00%Q2 2013Q2 20131
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Alpine Global Management, LLC 110.12%0.12%0.12%Q1 2015Q1 20151
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Mutual Advisors, LLC 110.18%0.18%0.18%Q1 2019Q1 20191
Catamount Wealth Management 110.00%0.00%0.00%Q2 2018Q2 20181
Destination Wealth Management 110.00%0.00%0.00%Q3 2018Q3 20181
Constellation Wealth Advisors, LLC 110.07%0.07%0.07%Q2 2013Q2 20131
External links

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