ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.03%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.08%Q2 2013Q3 202342
LBMC INVESTMENT ADVISORS, LLC 42420.29%0.49%0.64%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.10%Q2 2013Q3 202342
BOSTON RESEARCH & MANAGEMENT INC 42420.13%0.37%0.67%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
Efficient Advisors, LLC 42420.03%0.17%0.30%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.03%0.06%0.10%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.04%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.03%0.09%Q2 2013Q3 202342
Waverly Advisors, LLC 41410.03%0.37%0.54%Q3 2013Q3 202341
Focused Wealth Management, Inc 41410.00%0.00%0.01%Q3 2013Q3 202341
CKW FINANCIAL GROUP 40400.03%0.03%0.04%Q4 2013Q3 202340
Oakworth Capital, Inc. 40400.00%0.09%0.38%Q4 2013Q3 202340
Archford Capital Strategies, LLC 39390.08%0.29%0.46%Q1 2014Q3 202339
Avior Wealth Management, LLC 39390.02%0.10%0.20%Q1 2014Q3 202339
Cetera Advisor Networks LLC 25140.01%0.07%0.17%Q1 2013Q3 202339
Annex Advisory Services, LLC 39390.08%0.27%0.44%Q2 2013Q4 202239
UBS Group AG 36360.00%0.01%0.01%Q4 2014Q3 202336
Polaris Wealth Advisory Group, LLC 3240.00%0.13%0.24%Q2 2013Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 19160.00%0.00%0.00%Q3 2014Q3 202335
ENVESTNET ASSET MANAGEMENT INC 20150.00%0.02%0.06%Q4 2014Q3 202335
AllSquare Wealth Management LLC 25100.02%0.04%0.12%Q4 2014Q3 202335
Boston Standard Wealth Management, LLC 2010.07%0.16%0.38%Q4 2014Q4 202334
SCOTIA CAPITAL INC. 33330.00%0.01%0.01%Q3 2015Q3 202333
Raymond James Financial Services Advisors, Inc. 33330.01%0.02%0.08%Q3 2015Q3 202333
Bank of New York Mellon Corp 32320.00%0.00%0.00%Q4 2015Q3 202332
Madrona Financial Services, LLC 3020.18%2.73%5.84%Q4 2014Q1 202332
Burt Wealth Advisors 32320.30%1.04%4.44%Q4 2015Q3 202332
Stonehearth Capital Management, LLC 3110.11%0.64%1.31%Q4 2014Q1 202332
StrategIQ Financial Group, LLC 32320.27%0.47%0.63%Q4 2015Q3 202332
Verus Financial Partners, Inc. 19120.08%0.77%8.50%Q4 2015Q3 202331
IFP Advisors, Inc 17140.00%0.02%0.07%Q4 2015Q3 202331
Brookstone Capital Management 31310.04%0.15%1.31%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.00%0.02%0.03%Q1 2016Q3 202331
Janney Montgomery Scott LLC 3010.00%0.01%0.10%Q3 2015Q3 202331
Ausdal Financial Partners, Inc. 2910.04%0.25%0.69%Q4 2015Q3 202330
HighTower Advisors, LLC 30300.00%0.01%0.02%Q2 2016Q3 202330
RAYMOND JAMES & ASSOCIATES 30300.00%0.01%0.09%Q2 2016Q3 202330
PATTON ALBERTSON MILLER GROUP, LLC 30300.72%1.26%1.93%Q2 2016Q3 202330
Stratos Wealth Partners, LTD. 2810.02%0.06%0.58%Q4 2014Q3 202330
CITIGROUP INC 1310.00%0.00%0.00%Q2 2013Q4 202230
Allworth Financial LP 17120.00%0.00%0.01%Q1 2015Q3 202329
BlackRock Inc. 29290.00%0.00%0.00%Q3 2016Q3 202329
Northstar Group, Inc. 29290.29%0.85%1.67%Q3 2016Q3 202329
Cetera Advisors LLC 1470.00%0.03%0.09%Q4 2013Q3 202329
Private Advisor Group, LLC 2110.00%0.02%0.05%Q3 2014Q3 202329
Strategic Wealth Partners Group, LLC 2090.55%11.82%37.03%Q2 2016Q3 202329
NORTHWEST WEALTH MANAGEMENT, LLC 28280.81%1.51%2.49%Q4 2016Q3 202328
Lee Financial Co 28280.00%0.01%0.16%Q4 2016Q3 202328
Ironwood Financial, llc 2440.06%0.10%0.19%Q4 2014Q4 202128
CWM, LLC 2080.00%0.00%0.02%Q3 2016Q3 202328
Canal Capital Management, LLC 28280.07%0.15%0.26%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.01%0.05%0.12%Q4 2016Q3 202328
M Holdings Securities, Inc. 2350.05%0.13%0.26%Q4 2015Q1 202328
JNBA Financial Advisors 2070.01%0.06%0.23%Q4 2016Q3 202327
Ameritas Investment Partners, Inc. 27270.00%0.00%0.01%Q4 2014Q2 202127
Lido Advisors, LLC 27270.01%0.17%1.01%Q1 2017Q3 202327
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.00%Q2 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.05%Q2 2013Q4 201927
Summit Financial Wealth Advisors, LLC 2070.09%0.35%1.84%Q4 2015Q3 202327
Ahrens Investment Partners LLC 26260.13%0.44%1.55%Q4 2016Q1 202326
Founders Capital Management 13130.01%0.01%0.02%Q1 2017Q4 202326
Aveo Capital Partners, LLC 1410.48%1.44%2.64%Q4 2016Q3 202326
TIEDEMANN ADVISORS, LLC 2010.01%0.02%0.04%Q1 2017Q3 202325
Winslow, Evans & Crocker, Inc. 25250.00%0.01%0.01%Q3 2014Q3 202025
JANE STREET GROUP, LLC 720.00%0.01%0.07%Q1 2015Q3 202325
BANK OF MONTREAL /CAN/ 910.00%0.00%0.00%Q1 2014Q3 202325
AE Wealth Management LLC 25250.01%0.07%0.46%Q3 2017Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.03%0.05%Q4 2017Q3 202324
JFS WEALTH ADVISORS, LLC 24240.02%0.13%0.28%Q4 2015Q3 202124
Trilogy Capital Inc. 24240.05%0.08%0.12%Q4 2017Q3 202324
STIFEL FINANCIAL CORP 12120.00%0.01%0.04%Q3 2017Q3 202324
Tarbox Family Office, Inc. 1770.00%0.02%0.04%Q3 2015Q1 202224
AdvisorNet Financial, Inc 24240.03%0.08%0.12%Q4 2017Q3 202324
MARINO, STRAM & ASSOCIATES LLC 1491.05%2.95%6.06%Q4 2017Q3 202323
Wealthquest Corp 1440.06%0.19%0.48%Q4 2014Q3 202323
WestEnd Advisors, LLC 1840.00%0.15%0.55%Q1 2018Q3 202322
FMR LLC 2110.00%0.00%0.00%Q2 2016Q3 202322
Global Retirement Partners, LLC 1320.00%0.00%0.01%Q4 2016Q3 202322
Occidental Asset Management, LLC 2110.06%0.10%0.13%Q2 2017Q1 202322
Camarda Financial Advisors, LLC 1470.20%0.37%0.67%Q4 2017Q3 202321
CAHILL FINANCIAL ADVISORS INC 2010.26%1.18%4.21%Q4 2013Q3 202321
Rain Capital Management, LLC 1740.00%0.02%0.04%Q4 2015Q3 202321
SAGE FINANCIAL GROUP INC 2010.09%0.39%0.73%Q4 2014Q3 202321
Van Hulzen Asset Management, LLC 1650.02%0.05%0.08%Q2 2018Q3 202321
Carroll Financial Associates, Inc. 21210.00%0.02%0.06%Q4 2016Q4 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Midwest Professional Planners, LTD. 21210.12%0.27%0.50%Q4 2017Q4 202221
CAPTRUST FINANCIAL ADVISORS 20200.00%0.02%0.10%Q4 2018Q3 202320
OXFORD FINANCIAL GROUP, LTD. LLC 20200.07%0.79%2.81%Q4 2018Q3 202320
RESTON WEALTH MANAGEMENT LLC 20200.14%0.74%1.77%Q4 2018Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.07%0.23%0.56%Q1 2016Q4 202020
Cribstone Capital Management, LLC 1730.00%0.01%0.04%Q2 2016Q1 202220
CREATIVE FINANCIAL DESIGNS INC /ADV 1110.00%0.05%0.14%Q1 2017Q3 202320
Bay Harbor Wealth Management, LLC 20200.02%0.10%0.40%Q4 2018Q3 202320
CAHABA WEALTH MANAGEMENT, INC. 20200.08%0.24%0.44%Q4 2018Q3 202320
Dynamic Advisor Solutions LLC 1280.03%0.10%0.35%Q1 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.02%0.04%Q4 2018Q3 202320
MCF Advisors LLC 1270.00%0.00%0.00%Q4 2018Q3 202319
SRS Capital Advisors, Inc. 1020.01%0.02%0.07%Q3 2018Q3 202319
TSFG, LLC 19190.01%0.02%0.04%Q1 2019Q3 202319
Western Wealth Management, LLC 1180.03%0.11%0.34%Q4 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Capital Analysts, LLC 19190.01%0.01%0.01%Q1 2019Q3 202319
TimeScale Financial, Inc. 19190.03%0.08%0.16%Q4 2018Q2 202319
ROMAN BUTLER FULLERTON & CO 1090.19%0.32%0.46%Q4 2018Q3 202319
Weaver Consulting Group 19191.08%2.30%3.02%Q1 2019Q3 202319
Creative Planning 810.00%0.00%0.00%Q2 2013Q2 202119
NICOLET ADVISORY SERVICES, LLC 19190.07%0.17%0.22%Q1 2019Q3 202319
SouthState Corp 1810.00%0.00%0.00%Q4 2018Q3 202319
FinTrust Capital Advisors, LLC 19190.02%0.17%0.42%Q1 2019Q3 202319
Citadel Advisors 310.00%0.00%0.00%Q2 2015Q3 202319
ASSETMARK, INC 19190.07%0.11%0.19%Q1 2019Q3 202319
Private Capital Group, LLC 18180.02%0.03%0.03%Q4 2017Q1 202218
PFG Advisors 1220.02%0.11%0.24%Q1 2018Q2 202318
TRUE Private Wealth Advisors 18180.03%0.41%0.78%Q2 2019Q3 202318
American Portfolios Advisors 1530.00%0.06%0.27%Q4 2017Q3 202218
Commonwealth Equity Services, Inc 18180.01%0.02%0.04%Q2 2013Q3 201718
BB&T SECURITIES, LLC 18180.01%0.02%0.12%Q2 2015Q3 201918
LINCOLN NATIONAL CORP 18180.01%0.02%0.02%Q2 2019Q3 202318
Global Wealth Management Investment Advisory, Inc. 1520.01%0.04%0.18%Q4 2018Q3 202317
Renaissance Technologies 610.00%0.00%0.00%Q4 2017Q3 202317
Hubbell Strickland Wealth Management, LLC 17170.26%0.31%0.40%Q3 2019Q3 202317
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1210.00%0.00%0.00%Q4 2015Q3 202317
JPMORGAN CHASE & CO 1520.00%0.00%0.00%Q1 2016Q3 202317
RPg Family Wealth Advisory, LLC 1210.00%0.02%0.03%Q4 2015Q1 202217
UNITED CAPITAL FINANCIAL ADVISORS, LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
MARSHALL FINANCIAL GROUP INC /ADV 1020.08%0.13%0.22%Q4 2018Q3 202317
BRANDYWINE OAK PRIVATE WEALTH LLC 1520.02%0.04%0.09%Q4 2018Q1 202317
Ancora Advisors LLC 1610.00%0.00%0.01%Q3 2018Q3 202317
Tempus Wealth Planning, LLC 16160.26%0.59%0.97%Q4 2019Q3 202316
TRUSTCORE FINANCIAL SERVICES, LLC 16160.03%0.07%0.17%Q1 2019Q4 202216
NEXT Financial Group, Inc 610.00%0.01%0.06%Q3 2014Q4 202116
Sugarloaf Wealth Management, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
Beacon Financial Advisory LLC 16160.22%0.28%0.36%Q4 2019Q3 202316
CWA Asset Management Group, LLC 1510.07%0.10%0.36%Q4 2015Q4 201916
CAPITAL INSIGHT PARTNERS, LLC 16160.26%0.33%0.50%Q4 2019Q3 202316
NVWM, LLC 16160.00%0.07%0.14%Q4 2019Q3 202316
Mascoma Wealth Management LLC 1150.00%0.09%0.15%Q2 2018Q3 202316
Visionary Wealth Advisors 16160.17%0.26%0.41%Q4 2019Q3 202316
Patriot Financial Group Insurance Agency, LLC 910.00%0.00%0.01%Q4 2016Q2 202216
TRUIST FINANCIAL CORP 16160.00%0.01%0.02%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.04%0.05%0.06%Q4 2019Q3 202316
RDA Financial Network 1240.08%0.21%0.32%Q1 2019Q3 202316
Strategic Family Wealth Counselors, L.L.C. 1510.63%1.20%2.78%Q4 2018Q3 202316
First Ascent Asset Management, LLC 16160.38%0.48%0.82%Q4 2019Q3 202316
PACIFIC CAPITAL WEALTH ADVISORS, INC 16160.27%0.42%0.65%Q4 2019Q3 202316
Jackson Wealth Management, LLC 16160.46%0.62%0.77%Q4 2014Q3 201816
Kovack Advisors, Inc. 910.05%0.17%0.26%Q4 2018Q1 202315
VALLEY NATIONAL ADVISERS INC 15150.00%0.00%0.00%Q4 2018Q2 202215
Ken Stern & Associates, Inc. 15150.12%0.18%0.26%Q1 2015Q3 201815
Cardan Capital Partners, LLC 15150.04%0.12%0.21%Q1 2018Q3 202115
Godshalk Welsh Capital Management, Inc. 1410.18%0.21%0.35%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.02%0.04%Q1 2020Q3 202315
CIBC BANK USA 15150.03%0.07%0.14%Q1 2015Q3 201815
CENTAURUS FINANCIAL, INC. 1320.01%0.03%0.08%Q2 2018Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.02%Q2 2016Q4 201915
ROTHSCHILD INVESTMENT LLC /IL 15150.02%0.02%0.03%Q1 2020Q3 202315
CAROLINAS WEALTH CONSULTING LLC 15150.01%0.03%0.10%Q1 2020Q3 202315
SII INVESTMENTS INC/WI 720.02%0.05%0.09%Q2 2013Q3 201715
First Heartland Consultants, Inc. 15150.08%0.73%1.30%Q2 2016Q4 201915
Acorn Wealth Advisors, LLC 960.15%0.29%0.44%Q4 2017Q2 202215
Retirement Group, LLC 1410.00%0.01%0.03%Q4 2019Q3 202315
Qube Research & Technologies Ltd 630.00%0.03%0.13%Q4 2019Q3 202314
First Allied Advisory Services, Inc. 710.01%0.01%0.02%Q1 2015Q3 202014
Koshinski Asset Management, Inc. 1010.01%0.20%0.35%Q4 2014Q1 202214
ARGI Investment Services, LLC 950.01%0.01%0.02%Q4 2018Q4 202214
Tower Research Capital LLC (TRC) 1210.00%0.00%0.00%Q1 2014Q3 202314
AVANTAX ADVISORY SERVICES, INC. 1310.01%0.01%0.02%Q1 2020Q3 202314
HOWE & RUSLING INC 1130.00%0.01%0.03%Q4 2016Q1 202214
John W. Brooker & Co., CPAs 14140.00%0.40%1.18%Q2 2020Q3 202314
Affiance Financial, LLC 950.01%0.25%2.95%Q4 2019Q3 202314
MACROVIEW INVESTMENT MANAGEMENT LLC 14140.02%0.04%0.07%Q2 2020Q3 202314
Jacobsen Capital Management 1130.12%0.24%0.49%Q2 2019Q4 202214
Advisory Services Network, LLC 310.00%0.00%0.00%Q4 2014Q1 202314
Steward Partners Investment Advisory, LLC 1110.00%0.00%0.01%Q4 2016Q2 202314
Asset Dedication, LLC 950.01%0.02%0.05%Q1 2020Q3 202314
Bison Wealth, LLC 14140.16%0.61%1.29%Q4 2014Q1 201814
NewSquare Capital LLC 1210.00%0.26%0.52%Q2 2013Q4 202214
Professional Financial Advisors, LLC 14140.20%0.76%1.94%Q4 2019Q1 202314
GOLDMAN SACHS GROUP INC 810.00%0.00%0.00%Q3 2013Q3 202313
BlackRock Institutional Trust Company, N.A. 13130.00%0.00%0.01%Q4 2013Q4 201613
BNP PARIBAS FINANCIAL MARKETS 820.00%0.00%0.00%Q1 2018Q3 202313
Prospera Financial Services Inc 850.01%0.03%0.11%Q2 2020Q3 202313
Financial Advocates Investment Management 810.02%0.07%0.17%Q1 2018Q3 202313
MML INVESTORS SERVICES, LLC 910.00%0.01%0.02%Q2 2017Q4 202213
Valmark Advisers, Inc. 940.01%0.01%0.01%Q4 2017Q3 202313
DELTA ASSET MANAGEMENT LLC/TN 940.00%0.00%0.01%Q4 2019Q3 202313
VSR Financial Services, Inc. 13130.14%0.24%0.32%Q2 2013Q2 201613
Aspire Private Capital, LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.08%0.11%0.18%Q3 2020Q3 202313
SlateStone Wealth, LLC 940.06%0.19%0.29%Q4 2018Q3 202213
Sargent Bickham Lagudis LLC 1210.00%0.01%0.04%Q1 2016Q4 202213
Financial Strategies Group, Inc. 1120.12%0.28%0.45%Q4 2019Q1 202313
ASPIRIANT, LLC 13130.10%1.09%3.82%Q3 2020Q3 202313
F3Logic, LLC 13130.01%0.05%0.08%Q4 2019Q4 202213
CPWM, LLC 610.02%0.52%2.29%Q4 2011Q3 202213
HOWARD WEALTH MANAGEMENT, LLC 710.00%0.16%0.26%Q4 2019Q3 202313
North Star Investment Management Corp. 13130.00%0.00%0.00%Q3 2020Q3 202313
Ruggie Capital Group 13130.06%0.72%1.29%Q1 2016Q1 201913
Realta Investment Advisors 420.02%0.05%0.10%Q1 2019Q3 202312
WOLFF WIESE MAGANA LLC 12120.11%0.14%0.18%Q4 2020Q3 202312
Orin Green Financial, LLC 12120.18%0.22%0.27%Q4 2020Q3 202312
Private Portfolio Partners LLC 12120.11%0.15%0.21%Q4 2018Q3 202112
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1110.00%0.23%0.52%Q3 2018Q3 202312
Arbor Investment Advisors, LLC 12120.06%0.11%0.14%Q1 2019Q4 202112
Integrated Wealth Concepts LLC 1110.01%0.02%0.03%Q3 2020Q3 202312
MERCER GLOBAL ADVISORS INC /ADV 1110.00%0.01%0.02%Q4 2019Q3 202312
Fullen Financial Group 12120.38%0.40%0.43%Q2 2020Q1 202312
WADE G W & INC 12120.08%0.10%0.11%Q4 2020Q3 202312
Syverson Strege & Co 12120.14%0.28%0.44%Q4 2020Q3 202312
CALTON & ASSOCIATES, INC. 1110.01%0.63%1.96%Q4 2017Q2 202212
Narwhal Capital Management 810.02%0.03%0.04%Q4 2019Q3 202312
Kingsview Wealth Management, LLC 660.01%0.03%0.06%Q3 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.01%0.02%0.03%Q4 2020Q3 202312
Brinker Capital Investments, LLC 12120.00%0.00%0.00%Q1 2017Q4 201912
Divergent Planning, LLC 12120.16%0.25%0.38%Q4 2020Q3 202312
Fort Henry Capital, LLC 12122.69%3.33%4.18%Q4 2020Q3 202312
WealthPLAN Partners, LLC 410.01%0.07%0.21%Q4 2015Q2 202312
MANUFACTURERS LIFE INSURANCE COMPANY, THE 660.00%0.00%0.00%Q4 2013Q3 201812
1834 INVESTMENT ADVISORS CO 12120.00%0.00%0.00%Q4 2017Q3 202012
Legacy Financial Group LLC 12120.22%0.35%0.44%Q4 2020Q3 202312
Stokes & Hubbell Capital Management, LLC 12120.08%0.10%0.14%Q2 2016Q1 201912
Venturi Wealth Management, LLC 710.02%0.04%0.26%Q4 2018Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.00%0.01%0.01%Q4 2018Q3 202112
AMERICAN INTERNATIONAL GROUP, INC. 11110.00%0.00%0.00%Q3 2013Q1 201611
Mutual Advisors, LLC 11110.02%0.04%0.06%Q1 2021Q3 202311
Aptus Capital Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
US BANCORP \DE\ 1010.00%0.00%0.00%Q1 2017Q4 201911
Frontier Wealth Management LLC 810.01%0.02%0.03%Q4 2015Q2 202211
Greystone Financial Group, LLC 740.16%0.19%0.21%Q4 2020Q3 202311
McKinley Carter Wealth Services, Inc. 11110.05%0.07%0.08%Q1 2021Q3 202311
Rockefeller Capital Management L.P. 11110.00%0.00%0.00%Q1 2021Q3 202311
HARRELL INVESTMENT PARTNERS, LLC 11110.30%0.84%1.32%Q3 2020Q1 202311
NATIONAL PLANNING CORP 710.03%0.03%0.05%Q2 2013Q3 201711
COREPATH WEALTH PARTNERS LLC 1010.15%0.18%0.27%Q4 2020Q3 202311
Equitable Holdings, Inc. 11110.00%0.01%0.01%Q1 2021Q3 202311
Koss-Olinger Consulting, LLC 11110.04%0.05%0.07%Q1 2021Q3 202311
Gladstone Institutional Advisory LLC 11110.03%0.04%0.07%Q1 2021Q3 202311
LifePlan Financial Group, Inc 11110.01%0.02%0.03%Q1 2018Q3 202011
Capital Advisors Wealth Management, LLC 11110.06%0.07%0.10%Q1 2021Q3 202311
High Falls Advisors, Inc 11110.08%0.18%0.21%Q1 2021Q3 202311
Regal Investment Advisors LLC 920.51%0.79%1.12%Q3 2015Q4 201811
Concord Wealth Partners 510.01%0.02%0.04%Q4 2020Q3 202310
Simplicity Solutions, LLC 640.01%0.03%0.08%Q2 2018Q4 202010
Virtu KCG Holdings LLC 640.01%0.02%0.06%Q4 2013Q3 201610
Spire Wealth Management 10100.00%0.00%0.00%Q2 2021Q3 202310
Corrigan Financial, Inc. 10100.10%0.13%0.14%Q1 2021Q2 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.01%0.02%Q2 2018Q3 202010
MSI Financial Services Inc 10100.00%0.01%0.03%Q3 2014Q4 201610
Risk Paradigm Group, LLC 10100.02%0.05%0.07%Q3 2016Q4 201810
Lake Point Wealth Management 520.01%0.01%0.01%Q4 2018Q2 202210
SimpliFi, Inc. 10100.49%0.52%0.56%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.03%0.05%0.07%Q1 2021Q3 202310
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 10100.01%0.04%0.10%Q2 2021Q3 202310
BROWN ADVISORY INC 630.00%0.01%0.02%Q3 2020Q4 20229
Lloyd Advisory Services, LLC. 990.00%0.03%0.16%Q1 2020Q1 20229
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 720.00%0.03%0.11%Q4 2015Q3 20239
Global Financial Private Capital, Inc 720.01%0.07%0.11%Q3 2017Q1 20209
Castleview Partners, LLC 810.00%0.00%0.02%Q2 2021Q3 20239
OGOREK ANTHONY JOSEPH /NY/ /ADV 990.28%0.29%0.32%Q4 2014Q4 20169
Cornerstone Wealth Management, LLC 810.06%0.07%0.09%Q1 2017Q2 20199
Clearwater Capital Advisors, LLC 990.07%0.08%0.13%Q2 2016Q2 20189
J Arnold Wealth Management Co 710.00%0.07%0.23%Q4 2019Q3 20239
Goodwin Investment Advisory 990.01%0.03%0.08%Q4 2020Q4 20229
Alexandria Capital, LLC 990.03%0.04%0.06%Q2 2019Q2 20219
Advisory Alpha, LLC 610.01%0.20%0.58%Q4 2018Q4 20219
MONTAG A & ASSOCIATES INC 990.00%0.00%0.00%Q1 2021Q1 20239
Integrated Advisors Network LLC 990.08%0.10%0.11%Q3 2021Q3 20239
Consilium Wealth Advisory, LLC 882.04%6.16%10.73%Q4 2021Q3 20238
Sunbelt Securities, Inc. 410.01%0.09%0.17%Q4 2016Q3 20238
MCIA Inc 880.21%0.27%0.31%Q4 2021Q3 20238
Sovereign Financial Group, Inc. 880.08%0.13%0.30%Q4 2021Q3 20238
Clear Creek Financial Management, LLC 440.03%0.04%0.04%Q2 2021Q3 20238
EVERMAY WEALTH MANAGEMENT LLC 880.00%0.02%0.11%Q4 2021Q3 20238
HM PAYSON & CO 880.01%0.01%0.01%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.10%0.11%0.12%Q4 2021Q3 20238
PRIVATE CAPITAL MANAGEMENT LLC 880.08%0.40%1.20%Q4 2021Q3 20238
Relative Value Partners Group, LLC 880.06%0.07%0.08%Q3 2021Q2 20238
Morton Brown Family Wealth, LLC 880.33%0.54%0.98%Q4 2021Q3 20238
PARAMETRIC PORTFOLIO ASSOCIATES LLC 880.00%0.01%0.01%Q4 2018Q3 20208
Beacon Pointe Advisors, LLC 620.01%0.02%0.04%Q3 2021Q3 20238
Bell Investment Advisors, Inc 621.74%4.88%8.39%Q3 2021Q3 20238
VIEWPOINT INVESTMENT PARTNERS CORP 881.74%2.34%3.14%Q4 2021Q3 20238
Ellenbecker Investment Group 880.17%0.56%0.78%Q4 2021Q3 20238
Belpointe Asset Management LLC 880.00%0.02%0.04%Q2 2021Q1 20238
Financial Advantage, Inc. 880.02%0.02%0.03%Q4 2020Q3 20228
Level Financial Advisors 880.00%0.00%0.00%Q4 2021Q3 20238
Stephens Consulting, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Buttonwood Financial Group, LLC 880.36%0.46%0.55%Q1 2022Q4 20238
J.P. Morgan Private Wealth Advisors LLC 880.00%0.00%0.01%Q2 2016Q1 20188
PSI Advisors, LLC 510.00%0.00%0.00%Q4 2019Q2 20238
RATIONAL ADVISORS LLC 880.03%0.10%0.24%Q1 2018Q4 20198
Cetera Investment Advisers 710.01%0.01%0.01%Q4 2020Q4 20228
Chesapeake Wealth Management 710.08%0.11%0.13%Q1 2018Q2 20238
Watermark Asset Management, Inc. 880.10%0.11%0.13%Q1 2017Q4 20188
Gould Capital, LLC 880.21%0.26%0.31%Q4 2021Q3 20238
G2 CAPITAL MANAGEMENT, LLC / OH 880.15%0.27%0.35%Q4 2021Q3 20238
Integrity Financial Corp /WA 881.08%1.49%1.73%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 620.00%0.01%0.04%Q4 2020Q4 20228
RTD Financial Advisors, Inc. 880.19%0.35%0.49%Q4 2021Q3 20238
SIGNATUREFD, LLC 610.00%0.00%0.00%Q1 2020Q3 20238
SIGNET FINANCIAL MANAGEMENT, LLC 410.00%0.03%0.04%Q1 2018Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.03%Q4 2021Q3 20238
Bellwether Advisors, LLC 880.00%0.04%0.08%Q2 2021Q1 20238
JANICZEK WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q1 2020Q4 20218
IHT Wealth Management, LLC 420.02%0.02%0.03%Q4 2019Q4 20228
Integrated Investment Consultants, LLC 610.02%0.04%0.05%Q2 2016Q1 20187
DAVENPORT & Co LLC 430.00%0.00%0.00%Q2 2019Q2 20237
NORRIS PERNE & FRENCH LLP/MI 770.04%0.05%0.05%Q1 2014Q3 20157
COWA, LLC 610.10%0.17%0.26%Q4 2020Q3 20227
Argentus Capital Management, LLC 770.00%0.03%0.12%Q1 2015Q3 20167
Wealthcare Advisory Partners LLC 770.00%0.00%0.00%Q3 2018Q1 20207
Intrua Financial, LLC 770.05%0.06%0.09%Q3 2021Q1 20237
IFG Advisory, LLC 310.02%0.04%0.06%Q1 2020Q1 20227
GUARDIAN WEALTH ADVISORS, LLC / NC 770.00%0.00%0.00%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.04%0.08%0.16%Q4 2021Q3 20237
Rockbridge Investment Management, LCC 770.01%0.01%0.01%Q2 2020Q4 20217
Atria Wealth Solutions, Inc. 770.01%0.01%0.03%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.01%0.03%Q1 2021Q4 20227
EPG Wealth Management LLC 320.01%0.03%0.05%Q4 2019Q3 20237
Formidable Asset Management, LLC 610.04%0.06%0.10%Q4 2019Q1 20227
Sowell Financial Services LLC 770.00%0.01%0.01%Q3 2019Q1 20217
Ameritas Advisory Services, LLC 770.01%0.04%0.12%Q4 2021Q2 20237
Rehmann Capital Advisory Group 310.00%0.01%0.03%Q1 2018Q4 20227
Ameritas Investment Company, LLC 310.00%0.01%0.02%Q1 2019Q3 20217
Charter Oak Capital Management, LLC 770.02%0.02%0.03%Q4 2020Q2 20227
COLDSTREAM CAPITAL MANAGEMENT INC 770.05%0.11%0.12%Q1 2018Q3 20197
Hexagon Capital Partners LLC 770.00%0.00%0.00%Q2 2021Q4 20227
RMB Capital Management, LLC 770.01%0.01%0.01%Q2 2021Q4 20227
Patten Group, Inc. 770.01%0.02%0.02%Q2 2017Q4 20187
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Perigon Wealth Management, LLC 310.01%0.02%0.02%Q4 2020Q2 20236
PCG Wealth Advisors, LLC 660.13%0.25%0.38%Q4 2021Q1 20236
BRIGHTON JONES LLC 330.01%0.01%0.02%Q3 2021Q3 20236
Financial Sense Advisors, Inc. 660.10%0.12%0.16%Q2 2017Q3 20186
Cascadia Advisory Services, LLC 310.05%0.08%0.13%Q4 2019Q3 20216
Janney Capital Management LLC 110.01%0.06%0.12%Q4 2015Q4 20226
OneDigital Investment Advisors LLC 420.01%0.01%0.02%Q3 2019Q1 20216
Gratus Capital, LLC 660.08%0.08%0.09%Q4 2014Q1 20166
RED CEDAR INVESTMENT MANAGEMENT, LLC 660.20%0.23%0.27%Q3 2018Q4 20196
Atlas Private Wealth Advisors 660.07%0.11%0.17%Q2 2020Q3 20216
Wealth & Pension Services Group, Inc. 660.54%0.61%0.71%Q2 2018Q3 20196
Placemark Investments, Inc. 660.01%0.13%0.19%Q3 2013Q4 20146
ARQ WEALTH ADVISORS, LLC 665.88%6.74%7.26%Q1 2020Q2 20216
Diversified Trust Co 660.01%0.01%0.02%Q4 2017Q1 20196
Harbor Group, Inc. 660.27%0.48%0.83%Q2 2022Q3 20236
J2 Capital Management Inc 660.34%0.39%0.48%Q4 2021Q1 20236
FCA CORP /TX 410.09%0.11%0.11%Q2 2021Q3 20236
Summit Financial, LLC 220.02%0.20%0.38%Q4 2018Q1 20236
Snowden Capital Advisors LLC 420.00%0.93%1.73%Q1 2016Q4 20196
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
HHG & Company, LLC 661.31%3.12%5.72%Q4 2014Q1 20166
Mariner, LLC 510.00%0.00%0.00%Q3 2016Q3 20236
BlueCrest Capital Management Ltd 420.01%0.08%0.25%Q1 2021Q2 20236
RWA WEALTH PARTNERS, LLC 420.00%0.01%0.01%Q1 2018Q3 20236
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 660.14%0.16%0.18%Q2 2018Q3 20196
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 550.24%0.26%0.28%Q3 2022Q3 20235
Virtu Financial LLC 210.02%0.08%0.16%Q2 2015Q2 20185
Advisor Resource Council 550.02%0.19%0.51%Q2 2021Q2 20225
FDx Advisors, Inc. 550.01%0.01%0.01%Q4 2016Q4 20175
Brightworth 410.07%0.14%0.20%Q4 2019Q2 20225
Vestmark Advisory Solutions, Inc. 310.02%0.04%0.08%Q3 2019Q4 20225
Keebeck Wealth Management, LLC 550.04%0.04%0.05%Q1 2021Q1 20225
Gupta Wealth Management LLC 550.00%0.00%0.00%Q1 2015Q1 20165
Bernicke Wealth Management, Ltd. 550.27%0.30%0.32%Q2 2019Q2 20205
Orion Portfolio Solutions, LLC 550.00%0.01%0.01%Q1 2020Q1 20215
Modera Wealth Management, LLC 320.01%0.01%0.01%Q4 2021Q3 20235
MDE Group 550.02%0.08%0.13%Q2 2013Q2 20145
WBH ADVISORY INC 320.03%0.10%0.14%Q2 2022Q3 20235
Archvest Wealth Advisors, Inc. 410.08%0.24%0.28%Q4 2021Q3 20235
Partnervest Advisory Services LLC 550.02%0.12%0.25%Q2 2013Q2 20145
V Wealth Advisors LLC 550.27%0.97%1.74%Q3 2016Q3 20175
Atria Investments, Inc 550.03%0.09%0.16%Q4 2021Q4 20225
Peak Asset Management, LLC 550.08%0.13%0.19%Q2 2018Q2 20195
Archer Investment Corp 320.00%0.01%0.02%Q4 2019Q3 20235
Foundations Investment Advisors, LLC 410.01%0.07%0.11%Q3 2018Q3 20235
Financial Services Advisory Inc 550.10%0.18%0.48%Q1 2021Q1 20225
Strategic Asset Management, LLC 550.24%0.25%0.26%Q3 2021Q3 20225
Chicago Partners Investment Group LLC 410.00%0.00%0.00%Q1 2017Q3 20185
Arkadios Wealth Advisors 550.00%0.00%0.01%Q3 2020Q3 20215
Sandy Spring Bank 550.00%0.00%0.00%Q1 2016Q1 20175
GeoWealth Management, LLC 210.00%0.34%1.52%Q3 2021Q3 20235
RFG Advisory, LLC 320.03%0.96%2.28%Q4 2015Q1 20215
MYCIO WEALTH PARTNERS, LLC 550.03%0.03%0.03%Q4 2018Q4 20195
Worth Financial Advisory Group, LLC 441.66%1.83%2.15%Q4 2022Q3 20234
PDS Planning, Inc 440.13%0.15%0.20%Q4 2022Q3 20234
FSA Wealth Management LLC 310.01%0.01%0.01%Q4 2019Q4 20204
Golden State Wealth Management, LLC 310.01%0.01%0.02%Q1 2019Q1 20204
EP Wealth Advisors, LLC 440.02%0.02%0.04%Q1 2020Q4 20204
Corient Private Wealth LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Lindbrook Capital, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Richard Bernstein Advisors LLC 440.12%0.28%0.42%Q4 2022Q3 20234
Cardinal Point Wealth Management Partners, LLC 440.33%0.36%0.41%Q4 2021Q3 20224
Braver Wealth Management, LLC 310.16%0.20%0.24%Q4 2014Q1 20164
Alaethes Wealth LLC 440.03%0.03%0.04%Q2 2021Q1 20224
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
RFP Financial Group LLC 440.01%0.02%0.04%Q4 2022Q3 20234
Peachtree Investment Advisors, Inc. 440.00%0.01%0.01%Q3 2014Q2 20154
Detwiler Fenton Investment Management LLC 220.12%0.16%0.19%Q1 2011Q4 20134
Milestone Investment Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Tactical Allocation Group LLC 440.11%0.13%0.14%Q2 2013Q1 20144
FIRST FOUNDATION ADVISORS 440.12%0.15%0.18%Q4 2022Q3 20234
BCR Wealth Strategies, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Cardinal Point Wealth Management LLC 440.19%0.22%0.25%Q4 2020Q3 20214
Great Point Wealth Advisors, LLC 440.25%0.27%0.32%Q4 2020Q3 20214
SageView Advisory Group, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
GYL FINANCIAL SYNERGIES, LLC 310.02%0.50%1.72%Q4 2021Q1 20234
Phoenix Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
Sentinus, LLC 440.15%0.18%0.23%Q3 2022Q2 20234
Sanctuary Wealth Management, L.L.C. 210.01%0.01%0.01%Q1 2010Q3 20234
B. Riley Wealth Management, Inc. 440.02%0.02%0.02%Q1 2014Q4 20144
INVESTMENT PARTNERS, LTD. 440.32%0.35%0.38%Q1 2022Q4 20224
Cassaday & Co Wealth Management LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 440.05%0.06%0.06%Q4 2022Q3 20234
UNIQUE WEALTH, LLC 441.72%1.96%2.14%Q4 2022Q3 20234
CORA CAPITAL ADVISORS LLC 440.14%0.16%0.18%Q4 2022Q3 20234
TrinityPoint Wealth, LLC 220.05%0.13%0.19%Q3 2022Q3 20234
Life Planning Partners, Inc 440.09%0.10%0.10%Q4 2021Q3 20224
Capital Asset Advisory Services LLC 310.01%0.01%0.01%Q4 2019Q4 20204
Heirloom Wealth Management 440.15%0.19%0.22%Q4 2022Q3 20234
Gallacher Capital Management LLC 440.22%0.27%0.33%Q4 2022Q3 20234
MANAGED ACCOUNT ADVISORS LLC 310.00%0.01%0.04%Q4 2013Q2 20154
BSW Wealth Partners 441.33%1.41%1.51%Q4 2022Q3 20234
Cardinal Point Capital Management ULC 440.20%0.29%0.34%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.40%0.44%0.47%Q4 2022Q3 20234
Baird Financial Group, Inc. 220.00%0.01%0.02%Q4 2016Q1 20204
Waterloo Capital, L.P. 310.07%0.97%3.47%Q1 2020Q3 20234
RIA Advisory Group LLC 440.24%0.25%0.29%Q4 2022Q3 20234
Weil Company, Inc. 440.19%0.20%0.22%Q4 2017Q3 20184
Walkner Condon Financial Advisors LLC 210.06%0.07%0.10%Q2 2021Q1 20234
Braun-Bostich & Associates Inc. 310.01%0.01%0.01%Q2 2019Q2 20204
BENJAMIN F. EDWARDS & COMPANY, INC. 440.00%0.00%0.00%Q3 2017Q2 20184
McIlrath & Eck, LLC 310.00%0.00%0.00%Q2 2021Q3 20234
FIRST MANHATTAN CO. LLC. 440.00%0.00%0.00%Q3 2021Q2 20224
Paladin Advisory Group, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Ritter Daniher Financial Advisory LLC / DE 440.00%0.00%0.00%Q4 2022Q3 20234
Paradigm Financial Partners, LLC 330.06%0.06%0.07%Q2 2021Q4 20213
Cornerstone Planning Group LLC 210.08%0.08%0.09%Q4 2022Q3 20233
VICTORY CAPITAL MANAGEMENT INC 210.00%0.00%0.01%Q3 2022Q3 20233
SEI INVESTMENTS CO 110.00%0.00%0.00%Q3 2015Q2 20183
OLD MISSION CAPITAL LLC 210.01%0.03%0.07%Q2 2021Q2 20233
Prentice Wealth Management LLC 330.01%0.01%0.01%Q1 2021Q3 20213
SILVER OAK SECURITIES, INCORPORATED 110.01%0.03%0.06%Q1 2022Q3 20233
FFT WEALTH MANAGEMENT LLC 330.05%0.06%0.06%Q1 2023Q3 20233
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.01%0.03%Q4 2020Q4 20223
C2C Wealth Management, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
BALDWIN BROTHERS LLC/MA 330.01%0.01%0.01%Q4 2018Q2 20193
Gallagher Fiduciary Advisors, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
New England Private Wealth Advisors LLC 210.05%0.08%0.12%Q4 2022Q3 20233
Fieldpoint Private Securities, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
TOBIAS FINANCIAL ADVISORS, INC. 210.06%0.21%0.28%Q4 2019Q1 20233
JGP Wealth Management, LLC 330.10%0.11%0.11%Q2 2018Q4 20183
SYNOVUS FINANCIAL CORP 110.00%0.00%0.01%Q4 2016Q1 20203
Lighthouse Financial Advisors, Inc. 330.09%0.10%0.10%Q3 2020Q1 20213
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2017Q3 20183
Well Done, LLC 330.02%0.07%0.10%Q2 2018Q4 20183
KAYS FINANCIAL ADVISORY CORP /ADV 330.04%0.30%0.55%Q1 2020Q3 20203
KESTRA PRIVATE WEALTH SERVICES, LLC 210.01%0.02%0.02%Q4 2022Q3 20233
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 330.32%0.55%0.78%Q4 2015Q2 20163
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Ballew Advisors, Inc 330.03%0.03%0.04%Q1 2018Q3 20183
Landmark Wealth Management, LLC 110.14%0.17%0.21%Q1 2022Q3 20233
HRT FINANCIAL LP 330.01%0.01%0.02%Q1 2023Q3 20233
Weitzel Financial Services, Inc. 330.12%0.13%0.14%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.00%0.01%0.01%Q4 2021Q4 20223
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Delta Dental Plan of Michigan, Inc. 330.21%0.21%0.22%Q4 2017Q2 20183
PATHSTONE FAMILY OFFICE, LLC 330.00%0.01%0.01%Q2 2013Q4 20133
5th Street Advisors, LLC 330.27%0.30%0.32%Q4 2021Q2 20223
Elmwood Wealth Management, Inc. 210.00%0.01%0.01%Q1 2021Q4 20213
Blue Sky Asset Management, LLC 330.13%0.27%0.53%Q4 2019Q2 20203
Cape Investment Advisory, Inc. 330.03%0.03%0.03%Q1 2023Q3 20233
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.00%0.01%0.02%Q4 2017Q2 20183
CARRET ASSET MANAGEMENT, LLC 330.03%0.04%0.04%Q1 2023Q3 20233
Strategic Capital Alternatives LLC 330.00%0.01%0.01%Q1 2015Q3 20153
Personal Wealth Partners 210.01%0.03%0.06%Q3 2019Q2 20213
ZRC WEALTH MANAGEMENT, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
HALBERT HARGROVE GLOBAL ADVISORS, LLC 333.27%3.78%4.06%Q1 2022Q3 20223
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CITY HOLDING CO 330.00%0.00%0.00%Q3 2022Q1 20233
Global Assets Advisory, LLC 330.66%0.80%0.88%Q1 2023Q3 20233
Bell Rock Capital LLC 330.01%0.02%0.02%Q1 2018Q3 20183
Glovista Investments LLC 330.08%0.09%0.09%Q2 2020Q4 20203
AXXCESS WEALTH MANAGEMENT, LLC 330.02%0.02%0.02%Q4 2021Q2 20223
Bartlett & Co. LLC 330.00%0.00%0.00%Q2 2018Q4 20183
GREAT VALLEY ADVISOR GROUP, INC. 330.06%0.06%0.06%Q3 2020Q1 20213
D.A. DAVIDSON & CO. 210.00%0.00%0.01%Q4 2022Q3 20233
KHP Capital, LLC 330.00%0.01%0.01%Q1 2018Q3 20183
MBM Wealth Consultants, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Mosaic Family Wealth, LLC 220.04%0.04%0.04%Q1 2017Q2 20172
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
IronBridge Private Wealth, LLC 223.13%3.28%3.42%Q4 2021Q1 20222
Bridgeworth, LLC 110.04%0.08%0.12%Q1 2017Q2 20182
Coyle Financial Counsel LLC 220.61%0.66%0.70%Q2 2019Q3 20192
Charles Schwab Investment Advisory, Inc. 110.00%0.00%0.00%Q4 2019Q1 20212
Kathmere Capital Management, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
TBH Global Asset Management, LLC 220.10%0.10%0.10%Q2 2023Q3 20232
Front Row Advisors LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Ellevest, Inc. 220.00%0.00%0.00%Q4 2019Q1 20202
FRANKLIN RESOURCES INC 110.00%0.01%0.01%Q2 2022Q4 20222
tru Independence LLC 110.01%0.02%0.03%Q4 2019Q2 20212
AFS Financial Group, LLC 220.13%0.17%0.21%Q2 2023Q3 20232
Snider Financial Group 220.11%0.17%0.24%Q4 2021Q1 20222
Jacobi Capital Management LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Larson Financial Group LLC 220.00%0.00%0.00%Q4 2022Q1 20232
EFG Asset Management (Americas) Corp. 220.11%0.11%0.11%Q2 2023Q3 20232
WealthShield Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
ACG Wealth 220.03%0.04%0.04%Q4 2017Q1 20182
Congress Wealth Management LLC / DE / 220.01%0.01%0.01%Q4 2021Q1 20222
AlphaMark Advisors, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
CMC Financial Group 220.37%0.84%1.32%Q4 2019Q1 20202
Concert Wealth Management Inc. 110.02%0.05%0.07%Q3 2014Q3 20162
WFG Advisors, LP 220.00%0.00%0.00%Q2 2013Q3 20132
GODSEY & GIBB, INC 220.02%0.02%0.03%Q2 2021Q3 20212
DEUTSCHE BANK AG\ 220.00%0.00%0.00%Q1 2021Q2 20212
J.W. COLE ADVISORS, INC. 110.02%0.02%0.03%Q4 2019Q3 20202
Alera Investment Advisors, LLC 220.04%0.04%0.05%Q4 2018Q1 20192
Legacy Financial Strategies, LLC 222.18%3.18%4.18%Q4 2017Q1 20182
U.S. Capital Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2021Q4 20222
Csenge Advisory Group 220.17%0.17%0.17%Q1 2018Q2 20182
Arden Trust Co 110.72%2.82%4.93%Q2 2022Q4 20222
Western Pacific Wealth Management, LP 220.04%0.05%0.05%Q4 2021Q1 20222
Bellwether Investment Group, LLC 110.01%0.01%0.01%Q2 2016Q4 20162
Bogart Wealth, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q1 2017Q1 20192
Linscomb & Williams, Inc. 220.02%0.03%0.03%Q4 2019Q1 20202
ENTERPRISE FINANCIAL SERVICES CORP 220.00%0.00%0.00%Q1 2021Q2 20212
Investors Research Corp 220.00%0.00%0.00%Q1 2023Q2 20232
Clear Perspective Advisors, LLC 220.00%0.34%0.68%Q1 2018Q2 20182
Wealth Quarterback LLC 223.86%4.04%4.22%Q4 2022Q1 20232
Coco Enterprises, LLC 221.00%1.01%1.02%Q2 2023Q3 20232
New Capital Management LP 110.09%0.11%0.13%Q1 2023Q3 20232
NWAM LLC 220.07%0.07%0.07%Q4 2017Q1 20182
Lebenthal Global Advisors, LLC 110.13%0.16%0.20%Q4 2020Q3 20232
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Dorsey Wright & Associates 110.27%0.48%0.69%Q4 2016Q4 20222
EisnerAmper Wealth Management Corporate Benefits, LLC 220.10%0.22%0.34%Q3 2023Q4 20232
Cerity Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Laurel Wealth Advisors, Inc. 110.02%0.03%0.04%Q4 2021Q4 20222
HBK Sorce Advisory LLC 220.01%0.01%0.01%Q3 2022Q4 20222
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.01%Q1 2022Q4 20222
STANCORP INVESTMENT ADVISERS INC 220.00%0.00%0.00%Q4 2014Q1 20152
StoneX Group Inc. 220.04%0.04%0.05%Q3 2021Q4 20212
ATLAS CAPITAL ADVISORS LLC 220.05%0.06%0.07%Q2 2023Q3 20232
Almanack Investment Partners, LLC. 220.03%0.03%0.04%Q3 2020Q4 20202
Acertus Capital Management, LLC 220.10%0.12%0.14%Q4 2013Q1 20142
Signator Financial Services, Inc. 220.08%0.08%0.08%Q2 2013Q3 20132
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.01%Q3 2018Q1 20192
Oxinas Partners Wealth Management LLC 220.58%0.59%0.61%Q2 2023Q3 20232
Worth Asset Management, LLC 220.32%0.38%0.44%Q1 2023Q2 20232
Compass Advisory Group LLC 110.14%0.24%0.34%Q1 2021Q3 20212
OneAscent Wealth Management LLC 220.18%0.21%0.23%Q2 2022Q3 20222
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Claybrook Capital, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Fidato Wealth LLC 110.26%0.26%0.26%Q4 2022Q4 20221
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Hilltop Holdings Inc. 110.61%0.61%0.61%Q3 2017Q3 20171
Kowal Investment Group, LLC 110.23%0.23%0.23%Q4 2022Q4 20221
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Kalos Management, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
EFG CAPITAL INTERNATIONAL CORP. 110.11%0.11%0.11%Q2 2023Q2 20231
Estate Counselors, LLC 110.09%0.09%0.09%Q3 2013Q3 20131
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.00%0.00%0.00%Q2 2018Q2 20181
TRANSCEND CAPITAL ADVISORS, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
WFA of San Diego, LLC 110.07%0.07%0.07%Q2 2020Q2 20201
Portfolio Strategies Inc 110.04%0.04%0.04%Q4 2016Q4 20161
Sterling Global Strategies LLC 110.82%0.82%0.82%Q4 2018Q4 20181
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Compass Ion Advisors, LLC 110.14%0.14%0.14%Q4 2019Q4 20191
Paragon Advisors, LLC 112.54%2.54%2.54%Q2 2022Q2 20221
VALLEY FORGE ASSET MANAGEMENT, LLC 110.04%0.04%0.04%Q2 2015Q2 20151
ShoreHaven Wealth Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Headlands Technologies LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Bridgewater Advisors Inc. 110.24%0.24%0.24%Q4 2021Q4 20211
TIAA, FSB 110.01%0.01%0.01%Q1 2020Q1 20201
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q1 2020Q1 20201
First Allied Asset Management, Inc. 110.03%0.03%0.03%Q4 2013Q4 20131
Private Vista, LLC 110.07%0.07%0.07%Q4 2018Q4 20181
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q4 2019Q4 20191
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
Aquire Wealth Advisors, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q4 2022Q4 20221
MGO ONE SEVEN LLC 110.01%0.01%0.01%Q3 2022Q3 20221
STRATEGY ASSET MANAGERS LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Sigma Planning Corp 110.01%0.01%0.01%Q3 2018Q3 20181
Windsor Capital Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Principle Wealth Partners LLC 110.03%0.03%0.03%Q1 2023Q1 20231
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
KICKSTAND VENTURES, LLC. 110.17%0.17%0.17%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Gainplan LLC 110.15%0.15%0.15%Q4 2016Q4 20161
CHURCHILL MANAGEMENT Corp 110.01%0.01%0.01%Q3 2017Q3 20171
BRASADA CAPITAL MANAGEMENT, LP 110.06%0.06%0.06%Q1 2018Q1 20181
Barber Financial Group, Inc. 111.76%1.76%1.76%Q1 2019Q1 20191
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q4 2023Q4 20231
LITTLE HOUSE CAPITAL LLC 110.95%0.95%0.95%Q1 2021Q1 20211
Winthrop Advisory Group LLC 110.09%0.09%0.09%Q1 2019Q1 20191
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
ZACKS INVESTMENT MANAGEMENT 110.01%0.01%0.01%Q4 2022Q4 20221
MILESTONE ASSET MANAGEMENT, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Aspire Capital Advisors LLC 111.44%1.44%1.44%Q4 2021Q4 20211
TCWP LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Jane Street Holding, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Meridian Wealth Advisors, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
TECTONIC ADVISORS LLC 110.08%0.08%0.08%Q4 2020Q4 20201
M&T BANK CORP 110.02%0.02%0.02%Q4 2018Q4 20181
TFC Financial Management, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Leverty Financial Group, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Shilanski & Associates, Inc. 110.24%0.24%0.24%Q3 2022Q3 20221
ADIRONDACK TRUST CO 110.00%0.00%0.00%Q2 2016Q2 20161
Register Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.20%0.20%0.20%Q2 2023Q2 20231
NORTHERN TRUST CORP 110.00%0.00%0.00%Q2 2018Q2 20181
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Clarity Wealth Advisors, LLC 110.12%0.12%0.12%Q2 2022Q2 20221
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
MADRONA FUNDS, LLC 112.65%2.65%2.65%Q3 2019Q3 20191
DeDora Capital, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
BARCLAYS PLC 110.00%0.00%0.00%Q3 2021Q3 20211
MBE Wealth Management, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
N.E.W. Advisory Services LLC 110.07%0.07%0.07%Q4 2019Q4 20191
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
NorthRock Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
MOTCO 110.01%0.01%0.01%Q3 2020Q3 20201
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Fortis Capital Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
GOFEN & GLOSSBERG LLC /IL/ 110.02%0.02%0.02%Q1 2016Q1 20161
Gilbert & Cook, Inc. 110.10%0.10%0.10%Q4 2016Q4 20161
Voya Financial Advisors, Inc. 110.02%0.02%0.02%Q1 2017Q1 20171
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q4 2019Q4 20191
Interchange Capital Partners, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
COLONY GROUP LLC 110.03%0.03%0.03%Q2 2017Q2 20171
Spruce Investment Advisors LLC 110.39%0.39%0.39%Q2 2013Q2 20131
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
TRUEWEALTH LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Crabel Capital Management, LLC 110.21%0.21%0.21%Q4 2017Q4 20171
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2020Q3 20201
CENTRAL TRUST Co 110.02%0.02%0.02%Q3 2023Q3 20231
ICA Group Wealth Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q1 2020Q1 20201
Marcum Wealth, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Watson Rebecca 110.04%0.04%0.04%Q2 2020Q2 20201
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
FormulaFolio Investments, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Curi Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.02%0.02%0.02%Q3 2023Q3 20231
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Measured Wealth Private Client Group, LLC 110.04%0.04%0.04%Q3 2018Q3 20181
LANDAAS & CO /WI /ADV 110.00%0.00%0.00%Q3 2017Q3 20171
AVIANCE CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
ACCURATE INVESTMENT SOLUTIONS, INC. 112.32%2.32%2.32%Q4 2015Q4 20151
Certified Advisory Corp 110.00%0.00%0.00%Q3 2018Q3 20181
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q4 2021Q4 20211
McAdam, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
BEACON INVESTMENT ADVISORY SERVICES, INC. 110.03%0.03%0.03%Q3 2017Q3 20171
Madden Advisory Services, Inc. 110.06%0.06%0.06%Q1 2017Q1 20171
Dakota Wealth Management 110.20%0.20%0.20%Q3 2023Q3 20231
Anfield Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CHILTON INVESTMENT CO INC. 110.01%0.01%0.01%Q4 2022Q4 20221
Boulder Wealth Advisors, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
Gallagher Benefit Services, Inc. 110.07%0.07%0.07%Q4 2022Q4 20221
Retireful, LLC 110.92%0.92%0.92%Q2 2023Q2 20231
Strategic Advocates LLC 110.19%0.19%0.19%Q3 2023Q3 20231
EUDAIMONIA ADVISORS LLC 110.27%0.27%0.27%Q3 2023Q3 20231
Legacy CG, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Windsor Financial Group, LLC 110.10%0.10%0.10%Q4 2014Q4 20141
Redwood Investment Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
HC Advisors, LLC 111.32%1.32%1.32%Q1 2020Q1 20201
Financial Enhancement Group LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Peregrine Asset Advisers, Inc. 110.15%0.15%0.15%Q3 2023Q3 20231
Moss Adams Wealth Advisors LLC 110.08%0.08%0.08%Q3 2023Q3 20231
External links

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