ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Courage Miller Partners, LLC 42420.29%0.46%0.61%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
Annex Advisory Services, LLC 42420.02%0.29%0.44%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.01%0.03%Q2 2013Q3 202342
LBMC INVESTMENT ADVISORS, LLC 42420.26%0.98%1.36%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.06%Q2 2013Q3 202342
Efficient Advisors, LLC 42420.05%0.17%0.26%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 41410.01%0.07%0.13%Q3 2013Q3 202341
Focused Wealth Management, Inc 41410.00%0.01%0.06%Q3 2013Q3 202341
CKW FINANCIAL GROUP 40400.00%0.00%0.01%Q4 2013Q3 202340
Waverly Advisors, LLC 3190.02%0.26%0.44%Q3 2013Q3 202340
Oakworth Capital, Inc. 40400.00%0.03%0.15%Q4 2013Q3 202340
AMERIPRISE FINANCIAL INC 40400.00%0.00%0.00%Q4 2013Q3 202340
Avior Wealth Management, LLC 39390.02%0.15%0.46%Q1 2014Q3 202339
Polaris Wealth Advisory Group, LLC 3540.00%0.15%0.25%Q2 2013Q3 202339
Archford Capital Strategies, LLC 39390.32%0.68%1.14%Q1 2014Q3 202339
Allworth Financial LP 38380.01%0.28%1.91%Q2 2014Q3 202338
PNC FINANCIAL SERVICES GROUP, INC. 37370.00%0.00%0.00%Q3 2014Q3 202337
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
Madrona Financial Services, LLC 36360.12%1.30%3.22%Q4 2014Q3 202336
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1010.00%0.00%0.00%Q3 2013Q3 202336
Boston Standard Wealth Management, LLC 2240.12%0.23%0.41%Q4 2014Q4 202335
AllSquare Wealth Management LLC 25100.00%0.01%0.01%Q4 2014Q3 202335
ROYAL BANK OF CANADA 2640.00%0.00%0.00%Q2 2013Q3 202335
ENVESTNET ASSET MANAGEMENT INC 2010.00%0.00%0.00%Q2 2013Q3 202334
Canal Capital Management, LLC 34340.47%0.81%1.10%Q2 2015Q3 202334
Tarbox Family Office, Inc. 33330.02%0.07%0.12%Q3 2015Q3 202333
UNITED CAPITAL FINANCIAL ADVISORS, LLC 33330.00%0.01%0.01%Q3 2015Q3 202333
Creative Planning 1680.00%0.00%0.00%Q2 2013Q3 202332
StrategIQ Financial Group, LLC 32320.29%0.38%0.57%Q4 2015Q3 202332
Private Advisor Group, LLC 3110.00%0.01%0.04%Q3 2014Q3 202332
JFS WEALTH ADVISORS, LLC 32320.04%0.08%0.12%Q4 2015Q3 202332
IFP Advisors, Inc 17140.01%0.02%0.05%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
PATTON ALBERTSON MILLER GROUP, LLC 30301.21%1.53%2.09%Q2 2016Q3 202330
Verus Financial Partners, Inc. 18120.09%0.19%0.39%Q1 2016Q3 202330
Raymond James Financial Services Advisors, Inc. 2910.00%0.00%0.01%Q1 2016Q3 202330
JPMORGAN CHASE & CO 1520.00%0.00%0.00%Q4 2015Q3 202329
JANE STREET GROUP, LLC 1920.00%0.01%0.02%Q2 2015Q3 202329
Stratos Wealth Partners, LTD. 29290.01%0.05%0.10%Q3 2016Q3 202329
CITIGROUP INC 710.00%0.00%0.00%Q2 2013Q3 202329
BlackRock Inc. 29290.00%0.00%0.00%Q4 2015Q4 202229
NORTHWEST WEALTH MANAGEMENT, LLC 28280.64%2.21%3.54%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.06%0.19%Q4 2016Q3 202328
Brookstone Capital Management 28280.02%0.05%0.24%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.04%0.04%0.05%Q1 2016Q4 202228
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.03%Q2 2013Q4 201927
Ameritas Investment Partners, Inc. 27270.00%0.00%0.00%Q4 2014Q2 202127
US BANCORP \DE\ 27270.00%0.00%0.00%Q1 2017Q3 202327
Cribstone Capital Management, LLC 27270.01%0.02%0.05%Q2 2016Q4 202227
Ironwood Financial, llc 2340.00%0.00%0.00%Q4 2014Q3 202127
JNBA Financial Advisors 2070.00%0.11%0.22%Q4 2016Q3 202327
STIFEL FINANCIAL CORP 27270.00%0.01%0.09%Q1 2017Q3 202327
HighTower Advisors, LLC 26260.00%0.00%0.00%Q2 2017Q3 202326
Cornerstone Wealth Management, LLC 2330.03%0.10%0.21%Q1 2017Q3 202326
Ahrens Investment Partners LLC 26260.91%2.32%4.56%Q4 2016Q1 202326
ARGI Investment Services, LLC 26260.02%0.04%0.06%Q3 2016Q4 202226
Cetera Advisor Networks LLC 2510.00%0.06%0.09%Q1 2013Q2 202026
Aveo Capital Partners, LLC 1410.19%0.57%0.93%Q4 2016Q3 202326
Gemmer Asset Management LLC 25250.00%0.00%0.00%Q3 2014Q3 202025
CWM, LLC 1780.00%0.00%0.01%Q2 2017Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.03%0.06%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.06%0.09%0.17%Q4 2017Q3 202324
Trilogy Capital Inc. 24240.15%0.74%1.53%Q4 2017Q3 202324
Valmark Advisers, Inc. 24240.01%0.01%0.02%Q4 2017Q3 202324
RITHOLTZ WEALTH MANAGEMENT 23230.07%0.17%0.24%Q1 2018Q3 202323
Sterling Investment Advisors, Ltd. 23230.02%0.05%0.07%Q4 2016Q2 202223
MARINO, STRAM & ASSOCIATES LLC 1490.62%1.50%2.68%Q4 2017Q3 202323
Advisory Services Network, LLC 1310.00%0.01%0.06%Q4 2013Q3 202323
Patriot Financial Group Insurance Agency, LLC 23230.00%0.02%0.06%Q4 2016Q2 202223
Patriot Wealth Management, Inc. 23230.20%0.25%0.32%Q2 2013Q4 201823
North Star Investment Management Corp. 1750.00%0.00%0.00%Q1 2018Q3 202322
CX Institutional 22220.02%0.12%0.20%Q2 2018Q3 202322
FMR LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
McIlrath & Eck, LLC 1930.00%0.00%0.03%Q4 2017Q3 202322
AE Wealth Management LLC 1910.01%0.02%0.06%Q3 2017Q3 202322
Wealthquest Corp 1430.10%0.19%0.36%Q1 2015Q3 202322
SIGNATUREFD, LLC 22220.00%0.01%0.01%Q2 2018Q3 202322
Voya Financial Advisors, Inc. 2020.02%0.03%0.11%Q1 2015Q4 202022
Strid Group, LLC 710.04%0.08%0.14%Q4 2015Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.06%Q3 2018Q3 202321
Stonehearth Capital Management, LLC 21210.20%0.51%0.69%Q4 2014Q4 201921
Carroll Financial Associates, Inc. 1380.00%0.00%0.01%Q3 2015Q4 202121
Capital Investment Advisory Services, LLC 20200.00%0.07%0.17%Q4 2018Q3 202320
J.P. Morgan Private Wealth Advisors LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.01%0.16%0.49%Q1 2016Q4 202020
Cetera Advisors LLC 1420.01%0.01%0.02%Q2 2018Q3 202320
Bay Harbor Wealth Management, LLC 20200.06%0.08%0.15%Q4 2018Q3 202320
CAPTRUST FINANCIAL ADVISORS 20200.01%0.06%0.27%Q4 2018Q3 202320
MEANS INVESTMENT CO., INC. 20200.05%0.15%0.32%Q4 2018Q3 202320
CAHILL FINANCIAL ADVISORS INC 20200.05%0.09%0.13%Q4 2018Q3 202320
Mariner, LLC 1910.00%0.01%0.02%Q2 2015Q3 202320
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
Paradigm Financial Partners, LLC 20200.12%0.14%0.18%Q4 2018Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
NewSquare Capital LLC 1270.02%0.08%0.23%Q2 2013Q3 202319
NICOLET ADVISORY SERVICES, LLC 19190.06%0.12%0.17%Q1 2019Q3 202319
ASSETMARK, INC 19190.08%0.11%0.15%Q1 2019Q3 202319
BANK OF MONTREAL /CAN/ 720.00%0.00%0.00%Q3 2014Q3 202319
Western Wealth Management, LLC 1180.04%0.13%0.45%Q4 2018Q3 202319
Weaver Consulting Group 19190.52%1.11%1.41%Q1 2019Q3 202319
Financial Advocates Investment Management 1330.01%0.03%0.11%Q1 2018Q3 202319
CENTAURUS FINANCIAL, INC. 1110.01%0.03%0.10%Q2 2018Q3 202318
Regal Investment Advisors LLC 920.01%0.46%1.54%Q2 2013Q4 201818
FinTrust Capital Advisors, LLC 1440.03%0.16%0.38%Q1 2019Q3 202318
Citadel Advisors 510.00%0.00%0.00%Q3 2015Q1 202318
CWA Asset Management Group, LLC 18180.06%0.25%0.65%Q4 2015Q1 202018
Steward Partners Investment Advisory, LLC 1510.00%0.00%0.00%Q1 2018Q3 202318
TSFG, LLC 18180.00%0.01%0.02%Q1 2019Q2 202318
Commonwealth Equity Services, Inc 18180.01%0.02%0.03%Q2 2013Q3 201718
RAYMOND JAMES & ASSOCIATES 1010.00%0.01%0.05%Q4 2017Q3 202318
Aspire Private Capital, LLC 1350.00%0.00%0.01%Q4 2018Q3 202318
Private Capital Group, LLC 18180.04%0.05%0.07%Q4 2017Q1 202218
Venturi Wealth Management, LLC 18180.03%0.09%0.11%Q2 2019Q3 202318
TimeScale Financial, Inc. 17170.01%0.03%0.06%Q2 2019Q2 202317
FDx Advisors, Inc. 1210.01%0.04%0.40%Q1 2015Q1 202217
LINCOLN NATIONAL CORP 17170.01%0.02%0.03%Q3 2019Q3 202317
WealthPLAN Partners, LLC 1250.03%0.12%0.41%Q2 2019Q4 202317
Clear Creek Financial Management, LLC 1250.09%0.23%1.13%Q2 2019Q3 202317
RFG Advisory, LLC 830.03%0.33%1.60%Q1 2016Q2 202117
Global Wealth Management Investment Advisory, Inc. 1520.00%0.01%0.03%Q4 2018Q3 202317
SRS Capital Advisors, Inc. 1070.01%0.03%0.05%Q2 2019Q3 202317
CREATIVE FINANCIAL DESIGNS INC /ADV 1010.00%0.00%0.01%Q3 2018Q3 202317
Diversified Trust Co 17170.01%0.02%0.03%Q4 2019Q4 202317
OneDigital Investment Advisors LLC 1220.00%0.01%0.02%Q2 2018Q3 202316
BLAIR WILLIAM & CO/IL 16160.00%0.00%0.00%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
C-J Advisory, Inc. 1060.02%0.13%0.19%Q3 2017Q3 202116
Tempus Wealth Planning, LLC 16160.30%0.39%0.50%Q4 2019Q3 202316
Visionary Wealth Advisors 16160.12%0.20%0.35%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.09%0.11%0.13%Q4 2019Q3 202316
CAPITAL INSIGHT PARTNERS, LLC 16160.12%0.21%0.28%Q4 2019Q3 202316
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 710.00%0.00%0.00%Q4 2015Q3 202316
THRIVENT FINANCIAL FOR LUTHERANS 1320.00%0.00%0.00%Q1 2019Q3 202315
Lido Advisors, LLC 640.00%0.01%0.02%Q1 2019Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
TOBIAS FINANCIAL ADVISORS, INC. 870.18%0.28%0.34%Q4 2019Q3 202315
CAROLINAS WEALTH CONSULTING LLC 15150.00%0.00%0.02%Q1 2020Q3 202315
VALLEY NATIONAL ADVISERS INC 15150.00%0.00%0.00%Q4 2018Q2 202215
OXFORD FINANCIAL GROUP, LTD. LLC 15150.02%0.06%0.09%Q1 2020Q3 202315
Great Point Wealth Advisors, LLC 1410.11%0.17%0.21%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.02%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.00%0.00%Q2 2013Q4 201615
Mutual Advisors, LLC 1410.02%0.04%0.07%Q4 2019Q3 202315
Redhawk Wealth Advisors, Inc. 15150.15%0.37%0.70%Q1 2020Q3 202315
TRUE Private Wealth Advisors 810.00%0.09%0.28%Q3 2018Q3 202315
SHAKESPEARE WEALTH MANAGEMENT, INC. 640.33%0.72%1.20%Q4 2017Q4 202115
Financial Strategies Group, Inc. 15150.10%0.18%0.22%Q1 2020Q3 202315
TPG Financial Advisors, LLC 1410.11%0.21%0.25%Q4 2019Q3 202315
Circle Wealth Management, LLC 14140.12%0.23%0.32%Q4 2016Q1 202014
Princeton Global Asset Management LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Valeo Financial Advisors, LLC 14140.00%0.00%0.01%Q4 2017Q1 202114
Ruggie Capital Group 14140.01%0.30%0.54%Q2 2016Q3 201914
SteelPeak Wealth, LLC 14140.12%0.17%0.27%Q2 2020Q3 202314
WealthShield Partners, LLC 1130.00%0.00%0.00%Q1 2018Q3 202314
Jackson Wealth Management, LLC 14140.23%0.30%0.40%Q2 2015Q3 201814
MACROVIEW INVESTMENT MANAGEMENT LLC 14140.02%0.03%0.07%Q2 2020Q3 202314
First Ascent Asset Management, LLC 1310.50%0.61%0.79%Q1 2020Q3 202314
BRIGHTON JONES LLC 13130.02%0.02%0.03%Q3 2020Q3 202313
MARSHALL FINANCIAL GROUP INC /ADV 1210.14%0.16%0.20%Q2 2020Q3 202313
Founders Financial Alliance, LLC 13130.02%0.05%0.08%Q3 2020Q3 202313
Detwiler Fenton Investment Management LLC 13130.15%0.31%0.48%Q4 2010Q4 201313
CGN Advisors LLC 13130.06%0.09%0.15%Q4 2020Q4 202313
VSR Financial Services, Inc. 13130.08%0.11%0.17%Q2 2013Q2 201613
CLIENT 1ST ADVISORY GROUP, LLC 13130.17%0.21%0.24%Q3 2020Q3 202313
Jacobsen Capital Management 1120.10%0.19%0.50%Q2 2019Q4 202213
Kestra Advisory Services, LLC 13130.02%0.03%0.12%Q3 2020Q3 202313
Belpointe Asset Management LLC 1010.00%0.03%0.05%Q3 2018Q1 202313
Joseph P. Lucia & Associates, LLC 620.00%0.00%0.00%Q1 2019Q2 202212
Divergent Planning, LLC 12120.14%0.34%0.55%Q4 2020Q3 202312
COREPATH WEALTH PARTNERS LLC 12120.18%0.24%0.35%Q4 2020Q3 202312
Keebeck Wealth Management, LLC 12120.04%0.09%0.16%Q4 2020Q3 202312
Peregrine Asset Advisers, Inc. 1110.75%2.45%3.64%Q1 2020Q3 202312
Rockefeller Capital Management L.P. 1110.00%0.12%0.17%Q1 2020Q3 202312
Fort Henry Capital, LLC 12122.61%3.07%3.80%Q4 2020Q3 202312
NEXT Financial Group, Inc 610.00%0.00%0.01%Q2 2016Q4 202112
Mezzasalma Advisors, LLC 12120.21%0.24%0.28%Q4 2020Q3 202312
Realta Investment Advisors 620.04%0.13%0.33%Q1 2019Q3 202312
Cooper Financial Group 12120.17%0.28%0.49%Q4 2018Q3 202112
Insight Advisors, LLC/ PA 12120.13%0.21%0.28%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Legacy Private Trust Co. 12120.03%0.13%0.18%Q2 2016Q1 201912
McKinley Carter Wealth Services, Inc. 1110.05%0.08%0.20%Q4 2013Q3 202312
Strategic Family Wealth Counselors, L.L.C. 12120.09%0.11%0.13%Q4 2020Q3 202312
Syverson Strege & Co 12120.48%0.89%1.62%Q4 2020Q3 202312
Ancora Advisors LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.01%0.02%Q1 2021Q3 202311
Wealthspire Advisors, L.P. 11110.00%0.00%0.00%Q1 2016Q3 201811
MML INVESTORS SERVICES, LLC 410.00%0.00%0.01%Q1 2018Q2 202311
Peachtree Investment Advisors, Inc. 740.01%0.12%0.18%Q3 2014Q4 201811
Affiance Financial, LLC 920.17%0.23%0.26%Q4 2019Q4 202211
LifePlan Financial Group, Inc 11110.01%0.02%0.04%Q1 2018Q3 202011
LOGAN CAPITAL MANAGEMENT INC 11110.00%0.00%0.00%Q1 2021Q3 202311
Miracle Mile Advisors, LLC 410.01%0.01%0.02%Q1 2018Q3 202311
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 740.01%0.01%0.02%Q1 2018Q3 202311
Braun-Bostich & Associates Inc. 740.02%0.11%0.21%Q4 2017Q3 202011
Iron Horse Wealth Management, LLC 740.00%0.00%0.00%Q4 2020Q3 202311
Orin Green Financial, LLC 740.22%0.26%0.31%Q4 2020Q3 202311
McNaughton Wealth Management, LLC 11110.15%0.71%1.80%Q4 2019Q2 202211
Renaissance Technologies 310.00%0.00%0.00%Q4 2017Q2 202311
Midwest Professional Planners, LTD. 530.12%0.18%0.25%Q4 2017Q4 202011
Paracle Advisors, LLC 510.04%0.06%0.08%Q3 2017Q1 202111
Corrigan Financial, Inc. 11110.19%0.33%0.37%Q1 2021Q3 202311
Certified Advisory Corp 1010.00%0.00%0.00%Q1 2018Q1 202111
Greystone Financial Group, LLC 740.32%0.33%0.36%Q4 2020Q3 202311
Horan Securities, Inc. 740.00%0.01%0.01%Q3 2020Q2 202311
Legacy Financial Group LLC 11110.24%0.86%1.16%Q1 2021Q3 202311
D.A. DAVIDSON & CO. 11110.00%0.00%0.00%Q4 2014Q2 201711
Virtu KCG Holdings LLC 650.01%0.02%0.03%Q3 2013Q1 201711
SimpliFi, Inc. 10100.24%0.26%0.27%Q2 2021Q3 202310
NORTHERN TRUST CORP 10100.00%0.00%0.00%Q1 2020Q2 202210
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.03%0.03%Q2 2018Q3 202010
Clear Perspectives Financial Planning, LLC 10100.04%0.14%0.30%Q4 2020Q1 202310
CPWM, LLC 10100.06%0.08%0.11%Q2 2020Q3 202210
HARBOUR INVESTMENTS, INC. 640.02%0.02%0.03%Q1 2021Q3 202310
Investors Capital Advisory Services 10100.06%0.12%0.19%Q1 2014Q2 201610
Mascoma Wealth Management LLC 910.03%0.05%0.05%Q1 2021Q3 202310
ENTERPRISE FINANCIAL SERVICES CORP 10100.00%0.01%0.01%Q1 2019Q2 202110
Clearwater Capital Advisors, LLC 10100.05%0.10%0.16%Q1 2017Q2 201910
Lake Point Wealth Management 520.00%0.01%0.01%Q4 2018Q2 202210
Spire Wealth Management 640.00%0.00%0.00%Q1 2021Q3 202310
Professional Financial Advisors, LLC 910.05%0.19%1.26%Q4 2019Q3 202210
High Falls Advisors, Inc 10100.06%0.12%0.17%Q2 2021Q3 202310
Lloyd Advisory Services, LLC. 10100.04%0.04%0.06%Q4 2019Q1 202210
AMERICAN INTERNATIONAL GROUP, INC. 10100.00%0.00%0.00%Q4 2013Q1 201610
Concord Wealth Partners 510.00%0.01%0.02%Q4 2020Q3 202310
MGO ONE SEVEN LLC 910.03%0.04%0.09%Q4 2019Q3 202310
OptiFour Integrated Wealth Management, LLC 990.36%0.40%0.43%Q4 2017Q4 20199
Stanford Investment Group, Inc. 990.05%0.09%0.13%Q4 2014Q4 20169
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 990.02%0.06%0.17%Q3 2021Q3 20239
OGOREK ANTHONY JOSEPH /NY/ /ADV 990.15%0.16%0.17%Q4 2014Q4 20169
Simplicity Solutions, LLC 810.01%0.02%0.06%Q4 2017Q4 20209
Atlas Private Wealth Advisors 610.04%0.17%0.87%Q2 2020Q3 20239
Gilbert & Cook, Inc. 990.07%0.10%0.14%Q4 2016Q4 20189
COLDSTREAM CAPITAL MANAGEMENT INC 720.01%0.04%0.06%Q1 2018Q1 20229
MANUFACTURERS LIFE INSURANCE COMPANY, THE 630.00%0.00%0.00%Q4 2013Q2 20189
Koshinski Asset Management, Inc. 990.02%0.02%0.03%Q2 2021Q2 20239
BRANDYWINE OAK PRIVATE WEALTH LLC 810.01%0.03%0.04%Q4 2018Q1 20229
Goodwin Investment Advisory 990.05%0.08%0.11%Q4 2020Q4 20229
Watermark Asset Management, Inc. 880.11%0.15%0.18%Q1 2017Q4 20188
Guardian Financial Partners, LLC 880.35%0.50%1.11%Q4 2021Q3 20238
Arcus Capital Partners, LLC 880.08%0.35%0.48%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.52%0.70%0.81%Q4 2021Q3 20238
Integrated Investment Consultants, LLC 710.03%0.04%0.05%Q1 2016Q1 20188
Activest Wealth Management 610.02%0.02%0.03%Q1 2021Q3 20238
Waldron Private Wealth LLC 880.08%0.08%0.09%Q4 2014Q3 20168
J Arnold Wealth Management Co 710.00%0.17%0.67%Q4 2019Q4 20228
Global Financial Private Capital, Inc 710.00%0.04%0.05%Q3 2017Q4 20198
West Wealth Group, LLC 880.14%0.18%0.34%Q4 2021Q3 20238
Archvest Wealth Advisors, Inc. 881.88%2.08%2.34%Q4 2021Q3 20238
Sovereign Financial Group, Inc. 880.13%0.30%0.61%Q4 2021Q3 20238
Gould Capital, LLC 880.25%0.27%0.29%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 620.00%0.00%0.00%Q4 2020Q4 20228
BHK Investment Advisors, LLC 880.17%0.28%0.40%Q4 2017Q3 20198
Consilium Wealth Advisory, LLC 882.43%3.10%4.32%Q4 2021Q3 20238
Goelzer Investment Management, Inc. 880.03%0.05%0.06%Q2 2013Q1 20158
Ellenbecker Investment Group 880.06%0.48%0.90%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Lindbrook Capital, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
RTD Financial Advisors, Inc. 880.14%0.67%0.90%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Global Retirement Partners, LLC 320.00%0.00%0.01%Q1 2021Q3 20238
Buttonwood Financial Group, LLC 880.73%1.09%1.39%Q1 2022Q4 20238
CarsonAllaria Wealth Management, Ltd. 880.05%0.06%0.07%Q4 2021Q3 20238
Bellwether Advisors, LLC 520.02%0.04%0.05%Q4 2020Q1 20237
Financial Architects, Inc 610.00%0.00%0.00%Q4 2017Q2 20207
MCIA Inc 770.13%0.16%0.20%Q1 2022Q3 20237
Janney Montgomery Scott LLC 610.00%0.01%0.02%Q4 2018Q3 20237
MONTAG A & ASSOCIATES INC 430.00%0.00%0.00%Q1 2021Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.02%0.04%Q1 2021Q4 20227
Sowell Financial Services LLC 770.00%0.01%0.01%Q3 2019Q1 20217
EVERMAY WEALTH MANAGEMENT LLC 770.00%0.00%0.00%Q1 2022Q3 20237
GOLDMAN SACHS GROUP INC 410.00%0.00%0.00%Q3 2014Q3 20237
BCGM Wealth Management, LLC 770.13%0.17%0.21%Q1 2022Q3 20237
Sightline Wealth Advisors, LLC 610.17%0.26%0.33%Q4 2020Q2 20237
EPG Wealth Management LLC 320.01%0.01%0.03%Q4 2019Q3 20237
Source Financial Advisors LLC 770.07%0.10%0.13%Q1 2022Q3 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.02%0.02%0.03%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
WBH ADVISORY INC 610.03%0.08%0.10%Q2 2013Q2 20227
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Goldstein Munger & Associates 770.06%0.06%0.06%Q4 2020Q2 20227
Kingsview Wealth Management, LLC 610.01%0.01%0.02%Q4 2021Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
First Allied Advisory Services, Inc. 430.01%0.01%0.01%Q2 2017Q4 20197
Rockbridge Investment Management, LCC 770.01%0.01%0.01%Q2 2020Q4 20217
MISSION WEALTH MANAGEMENT, LP 770.01%0.02%0.02%Q4 2020Q2 20227
5th Street Advisors, LLC 660.39%0.63%0.78%Q4 2021Q1 20236
TRUIST FINANCIAL CORP 410.00%0.00%0.00%Q4 2020Q3 20226
First Horizon Advisors, Inc. 660.00%0.00%0.00%Q3 2021Q4 20226
Summit Trail Advisors, LLC 510.01%0.02%0.02%Q4 2017Q1 20226
Key FInancial Inc 660.00%0.00%0.00%Q2 2022Q3 20236
O'Dell Group, LLC 510.01%0.01%0.01%Q3 2021Q2 20236
Bryn Mawr Capital Management, LLC 660.17%0.27%0.37%Q4 2018Q1 20206
NAPLES GLOBAL ADVISORS, LLC 660.02%0.11%0.21%Q2 2022Q3 20236
IHT Wealth Management, LLC 660.00%0.01%0.03%Q4 2016Q1 20186
Gradient Investments LLC 420.00%0.00%0.00%Q4 2017Q3 20226
Arbor Investment Advisors, LLC 420.05%0.05%0.05%Q1 2022Q3 20236
Patten Group, Inc. 660.00%0.00%0.00%Q3 2017Q4 20186
SAX WEALTH ADVISORS, LLC 420.05%0.06%0.07%Q1 2022Q3 20236
Altrius Capital Management Inc 660.06%0.10%0.15%Q2 2022Q3 20236
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.90%5.36%Q4 2018Q3 20236
WOLVERINE TRADING, LLC 410.00%0.00%0.01%Q4 2016Q2 20206
Lenox Wealth Management, Inc. 660.00%0.00%0.00%Q1 2019Q2 20206
Larson Financial Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
NVWM, LLC 660.00%0.02%0.04%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
BALDWIN BROTHERS LLC/MA 660.01%0.01%0.01%Q2 2017Q3 20186
ONE Advisory Partners, LLC 310.12%0.14%0.16%Q3 2020Q3 20236
FORTE ASSET MANAGEMENT LLC 660.27%0.31%0.35%Q2 2022Q3 20236
Strategic Wealth Partners, Ltd. 660.00%0.00%0.00%Q2 2018Q3 20196
Camarda Financial Advisors, LLC 550.55%0.60%0.68%Q4 2017Q4 20185
Alexandria Capital, LLC 550.00%0.00%0.00%Q3 2016Q3 20175
High Net Worth Advisory Group LLC 550.02%0.02%0.02%Q4 2021Q4 20225
Sigma Planning Corp 320.01%0.04%0.13%Q3 2017Q3 20235
Partnervest Advisory Services LLC 550.01%0.03%0.04%Q2 2013Q2 20145
Wealth & Pension Services Group, Inc. 410.58%0.64%0.81%Q2 2018Q3 20195
Cassia Capital Partners, LLC 320.45%0.49%0.52%Q1 2021Q2 20225
Landmark Wealth Management, LLC 310.15%0.18%0.22%Q1 2022Q3 20235
BB&T SECURITIES, LLC 550.00%0.01%0.01%Q3 2017Q3 20185
Rehmann Capital Advisory Group 320.00%0.00%0.00%Q1 2018Q2 20195
Stonebridge Capital Advisors LLC 550.00%0.00%0.01%Q1 2021Q1 20225
SBK Financial, Inc. 550.24%0.31%0.39%Q4 2021Q4 20225
Aquire Wealth Advisors, LLC 410.10%0.10%0.11%Q4 2021Q3 20235
Dynamic Advisor Solutions LLC 310.01%0.04%0.08%Q3 2018Q3 20235
Kovack Advisors, Inc. 550.08%0.09%0.10%Q4 2018Q4 20195
Plante Moran Financial Advisors, LLC 550.00%0.00%0.01%Q3 2018Q3 20195
Baystate Wealth Management LLC 410.00%0.00%0.00%Q4 2019Q2 20225
Sandy Spring Bank 550.00%0.00%0.00%Q3 2022Q3 20235
HALBERT HARGROVE GLOBAL ADVISORS, LLC 410.01%0.02%0.02%Q4 2021Q3 20235
BARCLAYS PLC 550.00%0.00%0.00%Q4 2015Q4 20165
Acropolis Investment Management, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
ASPIRIANT, LLC 550.02%0.03%0.04%Q3 2022Q3 20235
Jacobi Capital Management LLC 550.00%0.01%0.01%Q2 2017Q2 20185
ARQ WEALTH ADVISORS, LLC 551.02%1.23%1.39%Q1 2020Q1 20215
Vigilare Wealth Management 550.15%0.16%0.18%Q1 2021Q1 20225
Capital Asset Advisory Services LLC 310.00%0.00%0.00%Q4 2019Q4 20204
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
NewEdge Advisors, LLC 440.00%0.01%0.03%Q4 2022Q3 20234
Chicago Partners Investment Group LLC 440.02%0.02%0.02%Q1 2021Q4 20214
RiverTree Advisors, LLC 443.19%3.82%5.63%Q1 2021Q4 20214
BCR Wealth Strategies, LLC 440.05%0.05%0.06%Q4 2021Q3 20224
One Capital Management, LLC 440.07%0.08%0.08%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.09%0.09%0.10%Q4 2022Q3 20234
TD Waterhouse Canada Inc. 310.00%0.00%0.00%Q4 2021Q3 20234
Live Oak Investment Partners 440.04%0.04%0.04%Q4 2022Q3 20234
IFG Advisory, LLC 310.02%0.03%0.07%Q4 2019Q3 20214
GREAT VALLEY ADVISOR GROUP, INC. 440.02%0.02%0.02%Q4 2021Q3 20224
All Terrain Financial Advisors, LLC 220.08%0.08%0.09%Q2 2018Q2 20194
Register Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Burt Wealth Advisors 440.03%0.04%0.05%Q2 2017Q1 20184
Stephens Consulting, LLC 440.01%0.06%0.20%Q4 2021Q3 20224
SII INVESTMENTS INC/WI 440.02%0.02%0.03%Q2 2016Q1 20174
MONEY CONCEPTS CAPITAL CORP 210.00%0.00%0.00%Q4 2020Q4 20224
Sentinus, LLC 440.14%0.18%0.24%Q3 2022Q2 20234
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2019Q1 20214
Main Street Financial Solutions, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Quad-Cities Investment Group, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Worth Financial Advisory Group, LLC 440.71%0.78%0.85%Q4 2022Q3 20234
RWA WEALTH PARTNERS, LLC 310.00%0.01%0.01%Q2 2018Q3 20234
SVB WEALTH LLC 440.02%0.02%0.02%Q2 2022Q1 20234
RFP Financial Group LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Marion Wealth Management 440.09%0.11%0.12%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 440.20%0.20%0.21%Q4 2022Q3 20234
St. James Investment Advisors, LLC 440.02%0.03%0.04%Q4 2021Q3 20224
UNIQUE WEALTH, LLC 441.76%1.95%2.05%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
NewDay Solutions, LLC 310.27%0.29%0.33%Q4 2018Q4 20194
Life Planning Partners, Inc 440.02%0.05%0.06%Q4 2021Q3 20224
RIA Advisory Group LLC 440.37%0.42%0.44%Q4 2022Q3 20234
Waterloo Capital, L.P. 311.65%3.92%6.06%Q1 2020Q3 20234
Gallacher Capital Management LLC 440.16%0.18%0.20%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
V Wealth Advisors LLC 440.08%0.18%0.24%Q3 2016Q2 20174
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
SIGNET FINANCIAL MANAGEMENT, LLC 310.01%0.01%0.01%Q1 2018Q4 20214
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
VitalStone Financial, LLC 330.01%0.31%0.92%Q4 2022Q2 20233
UMB Bank, n.a. 330.00%0.00%0.00%Q4 2021Q2 20223
COWA, LLC 210.02%0.05%0.07%Q4 2020Q3 20223
Aptus Capital Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
WealthPlan Investment Management, LLC 210.02%0.03%0.04%Q1 2022Q4 20223
Janney Capital Management LLC 110.02%0.08%0.13%Q4 2015Q4 20183
CITY HOLDING CO 330.00%0.00%0.00%Q3 2022Q1 20233
Personal Wealth Partners 210.01%0.05%0.09%Q3 2019Q2 20213
Paragon Wealth Strategies, LLC 210.00%0.01%0.01%Q2 2021Q4 20223
GeoWealth Management, LLC 110.06%0.09%0.12%Q3 2021Q2 20233
Winslow, Evans & Crocker, Inc. 330.00%0.00%0.00%Q4 2017Q2 20183
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2017Q3 20183
Cornerstone Planning Group LLC 210.27%0.29%0.31%Q4 2022Q3 20233
Cape Investment Advisory, Inc. 330.19%0.19%0.20%Q1 2023Q3 20233
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.02%Q3 2017Q1 20233
SEI INVESTMENTS CO 330.00%0.00%0.00%Q4 2017Q2 20183
Argentus Capital Management, LLC 330.00%0.00%0.01%Q3 2015Q1 20163
MANAGED ACCOUNT ADVISORS LLC 210.00%0.00%0.01%Q4 2013Q1 20153
Livingston Group Asset Management CO (operating as Southport Capital Management) 210.05%0.06%0.08%Q2 2016Q1 20213
Jane Street Holding, LLC 330.00%0.00%0.01%Q2 2013Q4 20133
CAMBRIDGE TRUST CO 330.00%0.00%0.00%Q1 2023Q3 20233
SlateStone Wealth, LLC 330.07%0.07%0.07%Q4 2019Q2 20203
ZRC WEALTH MANAGEMENT, LLC 330.06%0.08%0.09%Q1 2023Q3 20233
KHP Capital, LLC 330.03%0.03%0.03%Q1 2018Q3 20183
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q4 2015Q3 20213
Cascadia Advisory Services, LLC 330.05%0.05%0.05%Q1 2021Q3 20213
Freedman Financial Associates, Inc. 330.04%0.04%0.04%Q3 2021Q1 20223
Advisor Resource Council 110.04%0.04%0.05%Q2 2021Q2 20223
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Linscomb & Williams, Inc. 330.03%0.04%0.05%Q4 2019Q2 20203
Arkadios Wealth Advisors 330.01%0.01%0.01%Q4 2020Q2 20213
Virtu Financial LLC 210.09%0.10%0.12%Q3 2017Q2 20183
BOSTON PRIVATE BANK & TRUST CO 330.00%0.00%0.00%Q3 2014Q1 20153
HUNTINGTON NATIONAL BANK 330.00%0.00%0.00%Q1 2023Q3 20233
Foundations Investment Advisors, LLC 330.04%0.05%0.05%Q4 2018Q2 20193
Bartlett & Co. LLC 210.00%0.00%0.00%Q3 2017Q4 20233
Acorn Wealth Advisors, LLC 330.03%0.03%0.03%Q4 2017Q2 20183
CCG WEALTH MANAGEMENT, LLC 330.19%0.24%0.26%Q1 2022Q3 20223
FSA Wealth Management LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Good Life Advisors, LLC 330.06%0.08%0.10%Q4 2017Q2 20183
OPPENHEIMER & CO INC 330.02%0.02%0.02%Q2 2017Q4 20173
Crewe Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Ausdal Financial Partners, Inc. 330.04%0.05%0.06%Q3 2021Q1 20223
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
WESCAP Management Group, Inc. 330.12%0.12%0.14%Q4 2017Q2 20183
FURE FINANCIAL CORP 330.00%0.00%0.00%Q3 2020Q1 20213
Investors Research Corp 330.00%0.00%0.00%Q1 2023Q3 20233
Csenge Advisory Group 220.20%0.26%0.32%Q1 2018Q2 20182
Savior LLC 220.00%0.01%0.02%Q4 2019Q1 20202
SCOTIA CAPITAL INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Cynosure Group, LLC 220.36%0.36%0.36%Q2 2023Q3 20232
Cardan Capital Partners, LLC 220.05%0.07%0.09%Q2 2021Q3 20212
OPPENHEIMER ASSET MANAGEMENT INC. 110.00%0.00%0.00%Q4 2018Q4 20192
WNY Asset Management, LLC 220.08%0.10%0.12%Q4 2020Q1 20212
WFG Advisors, LP 220.02%0.02%0.02%Q2 2016Q3 20162
Sweet Financial Partners, LLC 220.09%1.65%3.21%Q4 2021Q1 20222
Arden Trust Co 110.69%1.96%3.24%Q2 2022Q4 20222
HHG & Company, LLC 220.19%0.32%0.46%Q4 2014Q1 20152
Spinnaker Investment Group, LLC 220.07%0.09%0.10%Q4 2021Q1 20222
My Legacy Advisors, LLC 220.12%0.14%0.16%Q2 2023Q3 20232
CORA CAPITAL ADVISORS LLC 220.17%0.18%0.19%Q4 2022Q1 20232
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q4 2022Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.01%0.02%Q2 2018Q4 20182
TRUEWEALTH LLC 220.00%0.00%0.01%Q1 2020Q2 20202
ATWOOD & PALMER INC 220.00%0.00%0.00%Q3 2021Q4 20212
ERTS Wealth Advisors, LLC 220.04%0.06%0.08%Q4 2018Q1 20192
Legacy Financial Strategies, LLC 221.44%2.12%2.79%Q4 2017Q1 20182
Clarity Financial LLC 220.17%0.23%0.29%Q2 2021Q3 20212
Meridian Wealth Management, LLC 220.02%0.02%0.03%Q2 2023Q3 20232
Cerity Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Gerber Kawasaki Wealth & Investment Management 110.00%0.01%0.02%Q3 2021Q1 20222
LIBERTY WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Strategic Blueprint, LLC 110.01%0.01%0.01%Q3 2019Q2 20212
CGC Financial Services, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
THOROUGHBRED FINANCIAL SERVICES, LLC 220.03%0.03%0.04%Q2 2023Q3 20232
Carroll Investors, Inc 220.02%0.02%0.02%Q4 2021Q1 20222
FRANKLIN RESOURCES INC 110.00%0.00%0.01%Q2 2022Q4 20222
LFS ASSET MANAGEMENT 220.71%0.71%0.72%Q2 2022Q3 20222
Kathmere Capital Management, LLC 220.02%0.02%0.02%Q3 2020Q4 20202
Integrated Wealth Concepts LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
RAND WEALTH, LLC 110.02%0.02%0.02%Q4 2017Q3 20182
Strategic Capital Alternatives LLC 220.01%0.01%0.02%Q2 2015Q3 20152
OKABENA INVESTMENT SERVICES INC 220.01%0.01%0.01%Q4 2022Q1 20232
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q4 2019Q1 20202
Frontier Wealth Management LLC 220.00%0.01%0.02%Q1 2022Q2 20222
Ellevest, Inc. 110.00%0.00%0.00%Q3 2020Q2 20212
Well Done, LLC 110.01%0.02%0.03%Q1 2018Q4 20182
M&T BANK CORP 110.01%0.01%0.02%Q4 2014Q4 20152
Atria Investments, Inc 110.01%0.02%0.04%Q2 2019Q1 20222
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Signator Financial Services, Inc. 220.20%0.20%0.21%Q2 2013Q3 20132
DT Investment Partners, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Prospera Financial Services Inc 110.00%0.00%0.00%Q3 2020Q1 20222
Smith Anglin Financial, LLC 110.12%0.13%0.14%Q2 2021Q4 20212
FineMark National Bank & Trust 220.01%0.01%0.01%Q2 2016Q3 20162
TBH Global Asset Management, LLC 220.32%0.35%0.37%Q2 2023Q3 20232
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q4 2015Q4 20151
Snowden Capital Advisors LLC 110.02%0.02%0.02%Q3 2019Q3 20191
TRUSTCORE FINANCIAL SERVICES, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Boulder Wealth Advisors, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Capital Analysts, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Allen Capital Group, LLC 112.34%2.34%2.34%Q4 2022Q4 20221
Fusion Family Wealth LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Asset Dedication, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Kowal Investment Group, LLC 110.32%0.32%0.32%Q4 2022Q4 20221
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HEADINVEST, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
OmniStar Financial Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
OLD MISSION CAPITAL LLC 110.06%0.06%0.06%Q3 2021Q3 20211
Chicago Wealth Management, Inc. 110.32%0.32%0.32%Q4 2022Q4 20221
Wolf Group Capital Advisors 110.07%0.07%0.07%Q4 2021Q4 20211
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.02%0.02%0.02%Q1 2020Q1 20201
Cetera Investment Advisers 110.01%0.01%0.01%Q3 2022Q3 20221
AVIANCE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Anfield Capital Management, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Crosspoint Capital Strategies, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
WADE G W & INC 110.01%0.01%0.01%Q2 2023Q2 20231
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Austin Private Wealth, LLC 110.16%0.16%0.16%Q4 2019Q4 20191
CENTRAL TRUST Co 110.01%0.01%0.01%Q3 2023Q3 20231
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2017Q2 20171
BESSEMER GROUP INC 110.00%0.00%0.00%Q4 2022Q4 20221
Paragon Advisors, LLC 110.31%0.31%0.31%Q1 2022Q1 20221
STAPP WEALTH MANAGEMENT, PLLC 110.01%0.01%0.01%Q3 2022Q3 20221
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Blue Trust, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Thrive Capital Management, LLC 110.13%0.13%0.13%Q1 2022Q1 20221
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q3 2020Q3 20201
Moss Adams Wealth Advisors LLC 110.08%0.08%0.08%Q3 2023Q3 20231
CAPITAL ONE, NATIONAL ASSOCIATION 110.03%0.03%0.03%Q4 2019Q4 20191
Fullen Financial Group 110.15%0.15%0.15%Q1 2022Q1 20221
M Holdings Securities, Inc. 110.04%0.04%0.04%Q1 2021Q1 20211
Vestmark Advisory Solutions, Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
EisnerAmper Wealth Management Corporate Benefits, LLC 110.32%0.32%0.32%Q3 2023Q3 20231
McAdam, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Measured Wealth Private Client Group, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
BALLAST ADVISORS LLC 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Curi Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Bank of New York Mellon Corp 110.00%0.00%0.00%Q1 2020Q1 20201
Klingman & Associates, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Synergy Asset Management, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
AlphaMark Advisors, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
LAKE STREET PRIVATE WEALTH, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Sutton Wealth Advisors Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
BRINKER CAPITAL INC 110.31%0.31%0.31%Q4 2015Q4 20151
STEPHENS INC /AR/ 110.03%0.03%0.03%Q4 2017Q4 20171
RPg Family Wealth Advisory, LLC 110.01%0.01%0.01%Q2 2016Q2 20161
Fusion Investment Group, LLC 110.05%0.05%0.05%Q3 2015Q3 20151
MATHER GROUP, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
Leverty Financial Group, LLC 110.11%0.11%0.11%Q4 2021Q4 20211
CALTON & ASSOCIATES, INC. 110.03%0.03%0.03%Q4 2017Q4 20171
AFS Financial Group, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Modera Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Fieldpoint Private Securities, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
FIRST NATIONAL CORP /MA/ /ADV 110.00%0.00%0.00%Q1 2019Q1 20191
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q1 2020Q1 20201
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Bridgeworth, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
PENOBSCOT WEALTH MANAGEMENT 110.19%0.19%0.19%Q1 2022Q1 20221
Hilltop Holdings Inc. 110.15%0.15%0.15%Q3 2017Q3 20171
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Capital One Investing, Inc. 110.09%0.09%0.09%Q4 2018Q4 20181
Ken Stern & Associates, Inc. 110.14%0.14%0.14%Q3 2016Q3 20161
Charles Schwab Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Sonora Investment Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Addison Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
CFS Investment Advisory Services, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Koss-Olinger Consulting, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
ZACKS INVESTMENT MANAGEMENT 110.02%0.02%0.02%Q4 2022Q4 20221
CABANA LLC 111.02%1.02%1.02%Q4 2017Q4 20171
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
DecisionPoint Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Prism Advisors, Inc. 110.12%0.12%0.12%Q4 2017Q4 20171
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q4 2022Q4 20221
BEAM WEALTH ADVISORS, INC. 110.22%0.22%0.22%Q3 2021Q3 20211
MADRONA FUNDS, LLC 111.43%1.43%1.43%Q3 2019Q3 20191
TFG Advisers LLC 110.00%0.00%0.00%Q4 2019Q4 20191
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
MIRSKY FINANCIAL MANAGEMENT CORP. 110.43%0.43%0.43%Q4 2021Q4 20211
Truvestments Capital LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Wealth Enhancement & Preservation of GA, LLC 110.25%0.25%0.25%Q2 2023Q2 20231
Crabel Capital Management, LLC 110.15%0.15%0.15%Q4 2017Q4 20171
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Wealth Alliance 110.68%0.68%0.68%Q3 2023Q3 20231
Plan Group Financial, LLC 110.85%0.85%0.85%Q3 2023Q3 20231
FormulaFolio Investments, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Oak Asset Management, LLC 110.33%0.33%0.33%Q2 2022Q2 20221
McNamara Financial Services, Inc. 110.06%0.06%0.06%Q4 2022Q4 20221
Darwin Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q1 2019Q1 20191
Castleview Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Strategic Advocates LLC 110.68%0.68%0.68%Q3 2023Q3 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
Mayfair Advisory Group, LLC 110.96%0.96%0.96%Q4 2019Q4 20191
Claybrook Capital, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Aprio Wealth Management, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Aspire Capital Advisors LLC 110.98%0.98%0.98%Q4 2021Q4 20211
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
External links

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