ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.02%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.04%0.08%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.06%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.03%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 3830.01%0.03%0.07%Q2 2013Q3 202341
Waverly Advisors, LLC 41410.11%0.25%0.61%Q3 2013Q3 202341
ENVESTNET ASSET MANAGEMENT INC 2070.00%0.00%0.00%Q2 2013Q3 202339
Archford Capital Strategies, LLC 39390.08%0.18%0.34%Q1 2014Q3 202339
Cetera Advisor Networks LLC 38380.01%0.04%0.11%Q2 2014Q3 202338
Efficient Advisors, LLC 3710.02%0.14%0.22%Q2 2013Q4 202238
Private Advisor Group, LLC 37370.00%0.03%0.13%Q3 2014Q3 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Annex Advisory Services, LLC 36360.11%0.27%0.38%Q1 2014Q4 202236
Cetera Advisors LLC 36360.01%0.04%0.14%Q4 2014Q3 202336
Raymond James Financial Services Advisors, Inc. 3310.00%0.02%0.06%Q2 2013Q3 202334
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1110.00%0.00%0.00%Q2 2013Q3 202333
CWM, LLC 2480.00%0.00%0.01%Q3 2015Q3 202332
Madrona Financial Services, LLC 32320.16%1.59%3.34%Q4 2014Q3 202232
Janney Montgomery Scott LLC 2010.00%0.01%0.02%Q4 2013Q3 202332
TIEDEMANN ADVISORS, LLC 32320.32%3.71%10.23%Q4 2015Q3 202332
StrategIQ Financial Group, LLC 32320.14%0.30%0.49%Q4 2015Q3 202332
PNC FINANCIAL SERVICES GROUP, INC. 2840.00%0.00%0.00%Q4 2014Q3 202332
IFP Advisors, Inc 17140.01%0.02%0.03%Q4 2015Q3 202331
Brookstone Capital Management 31310.04%0.20%0.52%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.00%0.13%0.23%Q1 2016Q3 202331
AllSquare Wealth Management LLC 21100.00%0.00%0.01%Q4 2014Q3 202231
RAYMOND JAMES & ASSOCIATES 30300.00%0.00%0.04%Q2 2016Q3 202330
Darwin Wealth Management, LLC 30300.06%1.23%3.98%Q2 2016Q3 202330
PATTON ALBERTSON MILLER GROUP, LLC 30300.29%1.04%3.51%Q2 2016Q3 202330
Avior Wealth Management, LLC 30300.01%0.06%0.15%Q2 2016Q3 202330
Evensky & Katz LLC 2720.00%0.10%0.50%Q3 2014Q4 202129
FIFTH THIRD BANCORP 2410.00%0.00%0.00%Q2 2013Q3 202229
JPMORGAN CHASE & CO 19100.00%0.00%0.00%Q2 2016Q3 202329
Polaris Wealth Advisory Group, LLC 1040.01%0.03%0.10%Q2 2013Q4 202128
Steward Partners Investment Advisory, LLC 28280.01%0.04%0.29%Q4 2016Q3 202328
M Holdings Securities, Inc. 2350.11%0.35%0.79%Q4 2015Q1 202328
NORTHWEST WEALTH MANAGEMENT, LLC 28280.17%0.50%0.87%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.01%0.01%Q4 2016Q3 202328
BEACON INVESTMENT ADVISORY SERVICES, INC. 2620.02%0.05%0.34%Q2 2015Q3 202328
Sargent Bickham Lagudis LLC 28280.03%0.05%0.21%Q1 2016Q4 202228
Pacific Center for Financial Services 2430.03%0.07%0.19%Q4 2016Q3 202327
Ausdal Financial Partners, Inc. 1310.05%0.13%0.32%Q4 2015Q3 202327
JNBA Financial Advisors 2070.01%0.01%0.06%Q4 2016Q3 202327
BlackRock Inc. 27270.00%0.00%0.00%Q1 2017Q3 202327
CREATIVE FINANCIAL DESIGNS INC /ADV 27270.00%0.06%0.59%Q1 2017Q3 202327
Ironwood Financial, llc 2340.01%0.02%0.04%Q4 2014Q3 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.02%0.03%0.06%Q2 2013Q4 201927
Cribstone Capital Management, LLC 27270.00%0.03%0.06%Q2 2016Q4 202227
Northstar Group, Inc. 26260.20%0.59%1.26%Q2 2017Q3 202326
JFS WEALTH ADVISORS, LLC 26260.01%0.01%0.03%Q2 2017Q3 202326
Aveo Capital Partners, LLC 1410.18%0.34%0.64%Q4 2016Q3 202326
AE Wealth Management LLC 26260.02%0.12%0.50%Q2 2017Q3 202326
Verus Financial Partners, Inc. 14120.08%0.27%1.82%Q1 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.00%0.01%0.02%Q2 2017Q3 202326
JANE STREET GROUP, LLC 710.00%0.00%0.02%Q1 2014Q3 202325
Madden Advisory Services, Inc. 25250.21%1.31%1.97%Q4 2013Q4 201925
O'Dell Group, LLC 13120.08%0.13%0.20%Q4 2016Q3 202325
Dynamic Advisor Solutions LLC 25250.03%0.11%0.20%Q3 2017Q3 202325
AdvisorNet Financial, Inc 24240.00%0.02%0.04%Q4 2017Q3 202324
HighTower Advisors, LLC 1910.00%0.00%0.01%Q4 2015Q3 202324
Mutual Advisors, LLC 24240.04%0.08%0.15%Q4 2017Q3 202324
Occidental Asset Management, LLC 24240.07%0.16%0.25%Q2 2017Q1 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.05%Q4 2017Q3 202324
Summit Financial Wealth Advisors, LLC 1860.04%0.13%0.27%Q4 2015Q4 202124
Brinker Capital Investments, LLC 23230.00%0.03%0.31%Q2 2017Q4 202223
NEXT Financial Group, Inc 1210.00%0.00%0.02%Q2 2014Q4 202123
Stratos Wealth Partners, LTD. 1620.00%0.05%0.44%Q4 2014Q3 202323
CENTAURUS FINANCIAL, INC. 23230.02%0.04%0.12%Q1 2018Q3 202323
MARINO, STRAM & ASSOCIATES LLC 1490.22%0.56%1.15%Q4 2017Q3 202323
Financial Advocates Investment Management 1940.02%0.17%0.57%Q4 2017Q3 202323
Sigma Planning Corp 22220.01%0.02%0.06%Q2 2018Q3 202322
Ahrens Investment Partners LLC 2110.04%0.15%0.25%Q2 2017Q1 202322
CFO4Life Group, LLC 22220.07%0.12%0.34%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.03%Q3 2018Q3 202321
RITHOLTZ WEALTH MANAGEMENT 21210.04%0.08%0.11%Q3 2018Q3 202321
Kovack Advisors, Inc. 2010.03%0.22%1.81%Q2 2013Q3 202321
WealthPLAN Partners, LLC 1210.02%0.06%0.14%Q4 2015Q3 202321
CX Institutional 21210.02%0.05%0.07%Q2 2018Q2 202321
FLAGSHIP HARBOR ADVISORS, LLC 11100.01%0.04%0.07%Q2 2018Q3 202321
Citadel Advisors 410.00%0.00%0.00%Q3 2015Q3 202321
ANCHOR CAPITAL ADVISORS LLC 20200.01%0.01%0.05%Q4 2018Q3 202320
Rain Capital Management, LLC 1640.00%0.00%0.00%Q4 2015Q2 202320
Capital Investment Advisory Services, LLC 20200.02%0.05%0.08%Q4 2018Q3 202320
Bay Harbor Wealth Management, LLC 20200.12%0.22%0.44%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.01%0.05%Q4 2017Q3 202220
CAPTRUST FINANCIAL ADVISORS 20200.00%0.01%0.06%Q4 2018Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.03%0.33%1.03%Q1 2016Q4 202020
RESTON WEALTH MANAGEMENT LLC 20200.37%2.58%5.84%Q4 2018Q3 202320
TSFG, LLC 19190.02%0.03%0.08%Q1 2019Q3 202319
STIFEL FINANCIAL CORP 1610.00%0.00%0.01%Q4 2016Q3 202319
RDA Financial Network 19190.11%0.44%0.57%Q1 2019Q3 202319
SRS Capital Advisors, Inc. 1020.04%0.07%0.10%Q3 2018Q3 202319
Regal Investment Advisors LLC 1520.00%0.07%0.26%Q2 2013Q4 201819
Trilogy Capital Inc. 19190.01%0.90%4.09%Q1 2018Q3 202219
FMR LLC 1210.00%0.00%0.00%Q2 2016Q3 202319
Weaver Consulting Group 19191.91%3.83%4.96%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
NICOLET ADVISORY SERVICES, LLC 19190.07%0.11%0.15%Q1 2019Q3 202319
Boston Standard Wealth Management, LLC 1440.11%0.40%0.61%Q4 2014Q2 201918
NewSquare Capital LLC 1350.00%0.21%0.60%Q2 2013Q3 202318
NATIONAL PLANNING CORP 18180.02%0.06%0.15%Q2 2013Q3 201718
Commonwealth Equity Services, Inc 18180.01%0.02%0.03%Q2 2013Q3 201718
TRUE Private Wealth Advisors 1080.00%0.06%0.11%Q1 2019Q3 202318
Aspire Private Capital, LLC 1350.01%0.02%0.03%Q4 2018Q3 202318
BANK OF MONTREAL /CAN/ 1110.00%0.00%0.00%Q2 2014Q3 202318
MEANS INVESTMENT CO., INC. 18180.04%0.12%0.27%Q4 2018Q1 202318
Private Capital Group, LLC 18180.00%0.00%0.00%Q4 2017Q1 202218
North Star Investment Management Corp. 17170.00%0.00%0.00%Q3 2019Q3 202317
Creative Planning 810.00%0.00%0.00%Q2 2013Q4 201817
Godshalk Welsh Capital Management, Inc. 17170.18%0.34%0.66%Q3 2019Q3 202317
TimeScale Financial, Inc. 17170.01%0.03%0.05%Q2 2019Q2 202317
Global Wealth Management Investment Advisory, Inc. 1520.01%0.08%0.30%Q4 2018Q3 202317
Wealthquest Corp 840.04%0.16%0.45%Q4 2014Q1 202217
OGOREK ANTHONY JOSEPH /NY/ /ADV 17170.01%0.08%0.18%Q4 2014Q4 201817
PFG Advisors 1310.03%0.36%1.28%Q4 2017Q1 202317
DAVENPORT & Co LLC 16160.00%0.01%0.01%Q2 2019Q1 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.02%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
Clear Creek Financial Management, LLC 1010.04%0.08%0.13%Q2 2019Q3 202316
Beacon Financial Advisory LLC 16161.28%1.98%3.03%Q4 2019Q3 202316
OPTIMUM INVESTMENT ADVISORS 1210.00%0.02%0.05%Q1 2015Q4 202116
Royal Fund Management, LLC 16160.01%0.34%0.51%Q4 2019Q3 202316
First Heartland Consultants, Inc. 1060.02%0.06%0.10%Q1 2019Q3 202316
BLAIR WILLIAM & CO/IL 1510.00%0.00%0.00%Q1 2018Q3 202216
Visionary Wealth Advisors 16160.03%0.06%0.12%Q4 2019Q3 202316
TPG Financial Advisors, LLC 16160.12%0.17%0.24%Q4 2019Q3 202316
Midwest Professional Planners, LTD. 16160.13%0.26%0.37%Q4 2017Q3 202116
CAROLINAS WEALTH CONSULTING LLC 15150.02%0.07%0.17%Q1 2020Q3 202315
GREATMARK INVESTMENT PARTNERS, INC. 15150.04%0.05%0.07%Q4 2019Q2 202315
Ameritas Investment Partners, Inc. 870.00%0.00%0.00%Q4 2014Q3 201915
Belpointe Asset Management LLC 15150.01%0.02%0.03%Q3 2019Q1 202315
OSAIC HOLDINGS, INC. 15150.02%0.03%0.04%Q1 2020Q3 202315
ASPIRIANT, LLC 15150.06%0.34%0.74%Q1 2020Q3 202315
Renaissance Technologies 710.00%0.00%0.00%Q4 2017Q3 202315
CITIGROUP INC 1410.00%0.00%0.00%Q3 2016Q2 202115
ROMAN BUTLER FULLERTON & CO 15150.24%0.48%0.87%Q4 2018Q2 202215
Advisor Group, Inc. 15150.01%0.02%0.05%Q2 2016Q4 201915
SteelPeak Wealth, LLC 14140.04%0.06%0.11%Q2 2020Q3 202314
Garrett Wealth Advisory Group, LLC 14140.26%0.38%0.46%Q4 2018Q1 202214
Carroll Financial Associates, Inc. 1310.00%0.00%0.01%Q3 2015Q1 201914
NorthRock Partners, LLC 14140.03%0.04%0.06%Q4 2019Q1 202314
Wealthcare Advisory Partners LLC 950.00%0.01%0.02%Q1 2018Q1 202214
Corbenic Partners LLC 14140.01%0.03%0.04%Q3 2014Q4 201714
MACROVIEW INVESTMENT MANAGEMENT LLC 14140.01%0.02%0.02%Q2 2020Q3 202314
WealthShield Partners, LLC 1130.00%0.03%0.04%Q1 2018Q3 202314
FinTrust Capital Advisors, LLC 14140.00%0.05%0.24%Q2 2020Q3 202314
Advisory Services Network, LLC 910.00%0.01%0.01%Q4 2018Q1 202313
Lokken Investment Group LLC 1210.27%0.32%0.41%Q1 2012Q3 202313
J.W. COLE ADVISORS, INC. 810.02%0.09%0.31%Q4 2019Q3 202313
Qube Research & Technologies Ltd 910.00%0.04%0.13%Q4 2019Q3 202313
Adams Wealth Management 13130.08%0.13%0.25%Q3 2020Q3 202313
LifePlan Financial Group, Inc 1120.03%0.08%0.11%Q4 2013Q3 202013
Founders Financial Alliance, LLC 13130.09%0.13%0.17%Q3 2020Q3 202313
BlackRock Institutional Trust Company, N.A. 13130.00%0.00%0.00%Q4 2013Q4 201613
Kestra Advisory Services, LLC 13130.01%0.02%0.04%Q3 2020Q3 202313
First Allied Advisory Services, Inc. 1210.01%0.01%0.02%Q4 2015Q3 202013
DELTA ASSET MANAGEMENT LLC/TN 940.00%0.00%0.01%Q4 2019Q3 202313
Tactical Allocation Group LLC 13130.30%0.52%0.90%Q2 2013Q2 201613
CAHABA WEALTH MANAGEMENT, INC. 850.03%0.12%0.64%Q4 2018Q1 202213
Realta Investment Advisors 940.01%0.04%0.05%Q1 2019Q3 202313
Allworth Financial LP 12120.00%0.00%0.01%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Legacy Financial Group LLC 12120.14%0.22%0.29%Q4 2020Q3 202312
Voya Financial Advisors, Inc. 12120.01%0.01%0.02%Q1 2017Q4 201912
MSI Financial Services Inc 12120.00%0.01%0.01%Q1 2014Q4 201612
BRINKER CAPITAL INC 810.02%0.21%0.78%Q3 2015Q1 202012
Fort Henry Capital, LLC 12120.80%1.00%1.31%Q4 2020Q3 202312
Princeton Global Asset Management LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Acorn Wealth Advisors, LLC 930.07%0.21%0.28%Q4 2017Q4 202212
McKinley Carter Wealth Services, Inc. 12120.02%0.03%0.04%Q4 2020Q3 202312
Syverson Strege & Co 12120.11%0.28%0.54%Q4 2020Q3 202312
Jackson Wealth Management, LLC 1020.10%0.28%0.47%Q4 2014Q1 201812
Thrive Capital Management, LLC 12122.40%3.43%5.64%Q4 2020Q3 202312
Cetera Investment Advisers 12120.00%0.01%0.01%Q4 2020Q3 202312
LINCOLN NATIONAL CORP 660.01%0.01%0.02%Q4 2018Q1 202312
Fullen Financial Group 12120.30%0.33%0.40%Q2 2020Q1 202312
WADE G W & INC 12120.05%0.05%0.08%Q4 2020Q3 202312
Integrated Wealth Concepts LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
OXFORD FINANCIAL GROUP, LTD. LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.03%0.03%0.04%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.07%0.07%0.08%Q4 2020Q3 202312
Certified Advisory Corp 1110.01%0.01%0.02%Q4 2017Q1 202112
Weitzel Financial Services, Inc. 12121.19%3.00%5.10%Q4 2020Q3 202312
Cedar Brook Financial Partners, LLC 710.05%0.07%0.11%Q2 2020Q3 202312
RPg Family Wealth Advisory, LLC 840.04%0.09%0.16%Q1 2019Q1 202212
HUNTINGTON NATIONAL BANK 710.00%0.01%0.01%Q3 2013Q2 202311
TRUSTCORE FINANCIAL SERVICES, LLC 830.00%0.01%0.05%Q1 2020Q4 202211
Clearview Wealth Advisors LLC 11110.01%0.07%0.14%Q4 2020Q2 202311
Kingsview Wealth Management, LLC 650.01%0.02%0.03%Q4 2020Q3 202311
Spire Wealth Management 11110.01%0.03%0.05%Q1 2021Q3 202311
Aptus Capital Advisors, LLC 11110.00%0.00%0.02%Q1 2021Q3 202311
McIlrath & Eck, LLC 830.01%0.04%0.06%Q4 2017Q3 202311
Braun-Bostich & Associates Inc. 740.15%0.31%0.68%Q4 2017Q3 202011
Mascoma Wealth Management LLC 910.01%0.01%0.01%Q2 2019Q3 202311
DEUTSCHE BANK AG\ 1010.00%0.00%0.00%Q3 2013Q2 202111
Sovereign Financial Group, Inc. 11110.21%0.27%0.38%Q1 2021Q3 202311
Beacon Pointe Advisors, LLC 11110.01%0.04%0.24%Q1 2021Q3 202311
Bogart Wealth, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
COLDSTREAM CAPITAL MANAGEMENT INC 810.02%0.08%0.20%Q3 2017Q1 202311
AVANTAX ADVISORY SERVICES, INC. 1010.00%0.01%0.02%Q3 2020Q3 202311
VSR Financial Services, Inc. 11110.04%0.39%1.08%Q4 2013Q2 201611
Financial Strategies Group, Inc. 11110.09%0.18%0.27%Q4 2019Q2 202211
Lake Point Wealth Management 520.00%0.01%0.01%Q4 2018Q2 202210
LIBERTY WEALTH MANAGEMENT LLC 10100.01%0.02%0.03%Q2 2019Q3 202110
MANUFACTURERS LIFE INSURANCE COMPANY, THE 10100.00%0.00%0.01%Q2 2016Q3 201810
Compass Ion Advisors, LLC 10100.10%3.62%26.33%Q4 2019Q1 202210
SIGNATUREFD, LLC 10100.01%0.01%0.02%Q1 2018Q2 202010
MERCER GLOBAL ADVISORS INC /ADV 820.00%0.01%0.01%Q1 2021Q3 202310
Simplicity Solutions, LLC 910.01%0.12%0.59%Q4 2017Q4 202010
Lloyd Advisory Services, LLC. 10100.01%0.05%0.20%Q4 2019Q1 202210
Tarbox Family Office, Inc. 10100.01%0.03%0.04%Q4 2015Q1 201810
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 10100.54%2.53%3.46%Q4 2019Q1 202210
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 410.00%0.00%0.00%Q4 2018Q3 202310
Risk Paradigm Group, LLC 10100.29%0.47%0.60%Q3 2016Q4 201810
SimpliFi, Inc. 10100.13%0.19%0.22%Q2 2021Q3 202310
First Ascent Asset Management, LLC 10100.04%0.06%0.14%Q2 2021Q3 202310
Lido Advisors, LLC 610.00%0.04%0.11%Q2 2017Q3 202310
HARBOUR INVESTMENTS, INC. 640.04%0.05%0.07%Q1 2021Q3 202310
BENJAMIN F. EDWARDS & COMPANY, INC. 990.00%0.00%0.00%Q3 2017Q3 20199
Vigilare Wealth Management 990.19%0.24%0.30%Q4 2019Q4 20219
Professional Financial Advisors, LLC 990.06%0.08%0.10%Q3 2020Q3 20229
Acertus Capital Management, LLC 810.07%0.48%1.39%Q4 2013Q2 20179
SII INVESTMENTS INC/WI 720.02%0.03%0.04%Q2 2015Q3 20179
FURE FINANCIAL CORP 992.16%2.38%3.02%Q4 2019Q4 20219
J Arnold Wealth Management Co 710.11%0.58%2.96%Q4 2019Q3 20239
Dentgroup LLC 990.38%0.48%0.58%Q4 2021Q4 20239
Kistler-Tiffany Companies, LLC 990.00%0.00%0.00%Q2 2021Q2 20239
UNITED CAPITAL FINANCIAL ADVISORS, LLC 810.00%0.01%0.01%Q2 2020Q3 20239
Westside Investment Management, Inc. 510.00%0.01%0.02%Q1 2017Q2 20209
Goodwin Investment Advisory 710.00%0.01%0.01%Q4 2020Q4 20228
Concord Wealth Partners 440.00%0.01%0.01%Q3 2021Q3 20238
Integrity Financial Corp /WA 880.46%0.64%0.78%Q4 2021Q3 20238
Gerstein Fisher 310.01%0.07%0.08%Q4 2013Q3 20168
Avidian Wealth Solutions, LLC 880.02%0.02%0.03%Q2 2021Q1 20238
RFG Advisory, LLC 530.01%0.53%1.79%Q4 2015Q3 20238
C-J Advisory, Inc. 880.00%0.00%0.00%Q4 2017Q3 20198
RTD Financial Advisors, Inc. 880.06%0.10%0.13%Q4 2021Q3 20238
BRANDYWINE OAK PRIVATE WEALTH LLC 710.00%0.02%0.03%Q4 2018Q1 20238
SlateStone Wealth, LLC 880.10%2.43%4.64%Q4 2018Q3 20208
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 880.03%0.06%0.06%Q4 2019Q3 20218
Redhawk Wealth Advisors, Inc. 710.00%0.18%0.24%Q2 2019Q1 20228
Affiance Financial, LLC 620.01%0.02%0.04%Q3 2020Q4 20228
Mendel Capital Management LLC 880.32%0.39%0.44%Q4 2021Q3 20238
Archvest Wealth Advisors, Inc. 880.38%0.45%0.49%Q4 2021Q3 20238
Well Done, LLC 880.30%0.78%3.37%Q2 2016Q1 20188
Watermark Asset Management, Inc. 880.01%0.02%0.03%Q1 2017Q4 20188
WestEnd Advisors, LLC 610.00%0.01%0.03%Q4 2018Q3 20238
Brio Consultants, LLC 880.07%0.09%0.11%Q4 2018Q3 20208
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
MONTAG A & ASSOCIATES INC 880.00%0.00%0.00%Q1 2021Q4 20228
MDE Group 880.06%0.53%1.20%Q2 2013Q1 20158
Ellenbecker Investment Group 880.13%0.16%0.19%Q4 2021Q3 20238
Gould Capital, LLC 880.04%0.06%0.08%Q4 2021Q3 20238
THRIVENT FINANCIAL FOR LUTHERANS 710.00%0.00%0.00%Q4 2020Q1 20238
Morton Brown Family Wealth, LLC 880.01%0.04%0.10%Q4 2021Q3 20238
Investment Advisory Group, LLC 882.32%2.65%3.01%Q4 2021Q3 20238
Vanguard Capital Wealth Advisors 880.52%0.68%0.93%Q1 2018Q4 20198
Foundations Investment Advisors, LLC 410.01%0.12%0.28%Q3 2018Q3 20238
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 880.96%1.38%2.29%Q4 2017Q3 20198
Key FInancial Inc 770.00%0.00%0.00%Q1 2022Q3 20237
Sowell Financial Services LLC 770.00%0.01%0.01%Q3 2019Q1 20217
ALTERNA WEALTH MANAGEMENT, INC 770.29%0.33%0.37%Q2 2019Q4 20207
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.03%0.11%Q1 2021Q4 20227
Winch Advisory Services, LLC 610.00%0.12%0.77%Q2 2015Q4 20217
SCOTIA CAPITAL INC. 520.00%0.01%0.01%Q3 2015Q1 20197
Global Financial Private Capital, Inc 770.06%0.08%0.12%Q3 2017Q1 20197
IHT Wealth Management, LLC 610.00%0.01%0.02%Q4 2016Q3 20217
OPPENHEIMER ASSET MANAGEMENT INC. 210.00%0.03%0.08%Q4 2018Q4 20227
Charter Oak Capital Management, LLC 770.02%0.03%0.03%Q4 2020Q2 20227
Clear Perspectives Financial Planning, LLC 770.00%0.07%0.10%Q4 2020Q2 20227
ASSETMARK, INC 770.00%0.00%0.00%Q1 2022Q3 20237
F3Logic, LLC 770.01%0.05%0.08%Q2 2019Q4 20207
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.01%0.02%Q2 2013Q4 20147
Ameritas Investment Company, LLC 310.00%0.11%0.35%Q1 2019Q3 20217
Argentus Capital Management, LLC 770.00%0.09%0.20%Q1 2015Q3 20167
GOLDMAN SACHS GROUP INC 310.00%0.00%0.00%Q1 2016Q3 20237
Western Wealth Management, LLC 430.01%0.09%0.19%Q1 2019Q3 20227
Consilium Wealth Advisory, LLC 520.16%1.01%2.93%Q4 2021Q3 20237
Ameritas Advisory Services, LLC 610.21%0.38%0.54%Q4 2021Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.01%0.01%0.01%Q4 2021Q3 20237
CAHILL FINANCIAL ADVISORS INC 410.01%0.35%0.53%Q4 2013Q3 20216
Patten Group, Inc. 660.01%0.01%0.01%Q3 2017Q4 20186
FourThought Financial, LLC 660.00%0.00%0.00%Q4 2020Q1 20226
HOLLENCREST CAPITAL MANAGEMENT 420.00%0.01%0.03%Q2 2021Q3 20236
ARQ WEALTH ADVISORS, LLC 662.93%3.38%3.72%Q1 2020Q2 20216
Asset Dedication, LLC 660.00%0.01%0.02%Q4 2020Q1 20226
NewEdge Advisors, LLC 510.00%0.01%0.01%Q4 2021Q2 20236
Advisory Alpha, LLC 220.01%0.02%0.03%Q4 2021Q3 20236
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.02%Q4 2017Q2 20216
Patriot Financial Group Insurance Agency, LLC 660.00%0.01%0.03%Q4 2016Q1 20186
HBW ADVISORY SERVICES LLC 660.08%0.11%0.14%Q1 2021Q2 20226
One Capital Management, LLC 660.01%0.07%0.12%Q2 2022Q3 20236
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
CENTRAL TRUST Co 310.00%0.00%0.01%Q2 2017Q3 20236
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 420.01%0.03%0.06%Q2 2020Q3 20236
FDx Advisors, Inc. 510.04%0.07%0.19%Q4 2016Q1 20226
Virtu KCG Holdings LLC 210.01%0.02%0.04%Q1 2014Q1 20176
AXXCESS WEALTH MANAGEMENT, LLC 660.01%0.02%0.03%Q2 2022Q3 20236
Householder Group Estate & Retirement Specialist, LLC 410.00%0.13%0.21%Q4 2021Q3 20236
Bellwether Advisors, LLC 660.00%0.01%0.01%Q4 2021Q1 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
HOWE & RUSLING INC 660.00%0.00%0.00%Q2 2021Q3 20226
McCarthy Asset Management, Inc. 660.01%0.04%0.10%Q4 2020Q1 20226
Ranch Capital Advisors Inc. 660.00%0.00%0.00%Q2 2020Q3 20216
Gemmer Asset Management LLC 660.00%0.00%0.00%Q2 2019Q3 20206
Atlas Private Wealth Advisors 660.04%0.07%0.12%Q2 2020Q3 20216
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Paragon Advisors, LLC 660.15%0.83%1.24%Q2 2022Q3 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 510.00%0.00%0.00%Q1 2022Q3 20236
Stonebridge Capital Advisors LLC 660.00%0.00%0.01%Q1 2021Q2 20226
Robertson Stephens Wealth Management, LLC 660.02%0.06%0.22%Q4 2020Q1 20226
AVALON CAPITAL MANAGEMENT 550.28%0.30%0.32%Q2 2013Q2 20145
Gradient Investments LLC 210.00%0.00%0.00%Q1 2015Q4 20195
Compass Financial Group, INC/SD 550.09%0.12%0.17%Q4 2022Q4 20235
ERTS Wealth Advisors, LLC 550.24%0.28%0.32%Q4 2018Q4 20195
Bridgeworth, LLC 320.12%0.15%0.18%Q4 2016Q2 20185
Texas Capital Bank Wealth Management Services Inc 550.16%0.25%0.34%Q4 2019Q4 20205
Merriman Wealth Management, LLC 550.02%0.02%0.03%Q3 2022Q3 20235
Bluesphere Advisors, LLC 550.23%0.27%0.31%Q4 2020Q4 20215
Capital Asset Advisory Services LLC 310.00%0.02%0.05%Q4 2019Q4 20225
American Trust 410.02%0.04%0.12%Q2 2022Q3 20235
NewDay Solutions, LLC 410.57%0.86%1.36%Q4 2018Q1 20205
FINANCIAL MANAGEMENT NETWORK INC 550.20%0.23%0.24%Q4 2020Q4 20215
ROCKY MOUNTAIN ADVISERS, LLC 550.02%0.02%0.02%Q4 2020Q4 20215
Strategic Asset Management, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Arden Trust Co 550.06%2.16%9.84%Q2 2022Q2 20235
Keebeck Wealth Management, LLC 550.10%0.12%0.13%Q1 2022Q1 20235
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 310.01%0.60%2.91%Q4 2018Q2 20235
SILVER OAK SECURITIES, INCORPORATED 310.05%0.07%0.08%Q1 2022Q3 20235
Advisor Resource Council 550.02%0.08%0.20%Q2 2021Q2 20225
Transamerica Financial Advisors, Inc. 550.05%0.07%0.10%Q1 2015Q1 20165
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 550.03%0.04%0.05%Q1 2021Q1 20225
Legacy Financial Advisors, Inc. 550.23%0.30%0.54%Q4 2018Q4 20195
Savior LLC 550.00%0.01%0.02%Q2 2020Q2 20215
First Financial Bank - Trust Division 550.34%0.39%0.45%Q4 2022Q4 20235
Partnervest Advisory Services LLC 550.10%0.14%0.19%Q2 2013Q2 20145
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 550.02%0.02%0.02%Q3 2021Q3 20225
IronBridge Private Wealth, LLC 550.00%0.74%3.69%Q4 2020Q4 20215
FundX Investment Group, LLC 550.13%1.15%2.88%Q1 2020Q1 20215
Fort Point Capital Partners LLC 440.08%0.10%0.12%Q4 2019Q3 20204
WFG Advisors, LP 310.00%0.01%0.01%Q2 2016Q2 20174
Sentinus, LLC 440.46%0.49%0.52%Q3 2022Q2 20234
Compass Advisory Group LLC 440.21%0.36%0.52%Q1 2021Q4 20214
MANCHESTER FINANCIAL INC 220.00%0.07%0.14%Q3 2020Q2 20224
Acropolis Investment Management, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Heirloom Wealth Management 440.16%0.19%0.22%Q4 2022Q3 20234
Wealth Advisory Solutions, LLC 440.00%0.09%0.14%Q4 2020Q3 20214
UNIQUE WEALTH, LLC 440.15%0.16%0.17%Q4 2022Q3 20234
GeoWealth Management, LLC 210.02%0.27%0.76%Q4 2021Q2 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.55%0.61%0.65%Q4 2022Q3 20234
WOLVERINE TRADING, LLC 220.00%0.00%0.01%Q4 2016Q2 20194
Burt Wealth Advisors 440.03%0.04%0.04%Q2 2017Q1 20184
MILESTONE ASSET MANAGEMENT, LLC 440.23%0.30%0.37%Q4 2022Q3 20234
FSA Wealth Management LLC 310.02%0.04%0.05%Q4 2019Q4 20204
Life Planning Partners, Inc 440.04%0.05%0.05%Q4 2021Q3 20224
SEI INVESTMENTS CO 110.00%0.00%0.00%Q4 2015Q2 20184
Enterprise Bank & Trust Co 440.09%0.10%0.11%Q1 2019Q4 20194
VitalStone Financial, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Sunbelt Securities, Inc. 310.00%0.01%0.01%Q4 2016Q3 20234
MKD WEALTH COACHES, LLC 440.36%0.39%0.40%Q4 2020Q3 20214
WEST PACES ADVISORS INC. 440.01%0.01%0.02%Q4 2022Q3 20234
MANAGED ACCOUNT ADVISORS LLC 310.00%0.00%0.01%Q4 2013Q2 20154
Wealth Quarterback LLC 220.01%0.01%0.01%Q4 2019Q3 20214
Gallacher Capital Management LLC 440.24%0.27%0.30%Q4 2022Q3 20234
HL FINANCIAL SERVICES LLC 440.01%0.01%0.02%Q1 2015Q4 20154
WEALTHCARE CAPITAL MANAGEMENT LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Snowden Capital Advisors LLC 310.01%0.18%0.32%Q2 2016Q4 20214
D.A. DAVIDSON & CO. 440.00%0.00%0.00%Q3 2016Q2 20174
Live Oak Investment Partners 440.10%0.17%0.20%Q4 2022Q3 20234
St. James Investment Advisors, LLC 440.03%0.04%0.08%Q4 2021Q3 20224
Golden State Wealth Management, LLC 310.01%0.01%0.01%Q1 2019Q1 20204
Bank of New York Mellon Corp 310.00%0.00%0.00%Q4 2018Q2 20224
Smith Anglin Financial, LLC 440.29%0.34%0.39%Q4 2022Q3 20234
Eagle Ridge Investment Management 440.05%0.05%0.06%Q3 2016Q2 20174
PARAMETRIC PORTFOLIO ASSOCIATES LLC 310.00%0.00%0.01%Q1 2021Q1 20224
Rockefeller Capital Management L.P. 310.00%0.00%0.00%Q4 2021Q4 20224
RFP Financial Group LLC 440.01%0.01%0.04%Q4 2022Q3 20234
LEVEL FOUR ADVISORY SERVICES, LLC 310.02%0.02%0.02%Q4 2021Q4 20224
CREDIT SUISSE AG/ 330.00%0.00%0.00%Q2 2015Q4 20153
KHP Capital, LLC 330.01%0.02%0.03%Q1 2018Q3 20183
BARCLAYS PLC 330.00%0.00%0.00%Q1 2021Q3 20213
Capital Analysts, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
TIEDEMANN TRUST CO 336.08%6.69%7.40%Q4 2015Q2 20163
EVERMAY WEALTH MANAGEMENT LLC 330.01%0.01%0.02%Q1 2022Q3 20223
SIGNET FINANCIAL MANAGEMENT, LLC 210.00%0.00%0.01%Q1 2018Q4 20213
Personal Wealth Partners 210.00%0.02%0.04%Q3 2019Q2 20213
US BANCORP \DE\ 210.00%0.00%0.00%Q3 2015Q3 20213
WealthPlan Investment Management, LLC 210.02%0.02%0.03%Q1 2022Q4 20223
OLD MISSION CAPITAL LLC 330.09%0.14%0.22%Q1 2021Q3 20213
Ballew Advisors, Inc 330.02%0.03%0.04%Q1 2018Q3 20183
Cardinal Point Wealth Management LLC 330.23%0.25%0.28%Q4 2020Q2 20213
Venturi Wealth Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Homrich & Berg 330.12%0.21%0.26%Q4 2017Q2 20183
Cascadia Advisory Services, LLC 210.07%0.08%0.09%Q4 2019Q3 20203
Planning Solutions Group LLC 333.38%3.67%4.03%Q4 2018Q2 20193
TRUST CO OF VERMONT 330.01%0.01%0.01%Q2 2017Q4 20173
Ancora Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Syntal Capital Partners, LLC 330.18%0.23%0.29%Q1 2023Q3 20233
Richard Bernstein Advisors LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Dorsey Wright & Associates 330.04%0.04%0.04%Q3 2013Q1 20143
Chesapeake Wealth Management 210.09%0.10%0.10%Q2 2018Q1 20193
RiverTree Advisors, LLC 332.64%2.67%2.69%Q1 2021Q3 20213
Investors Capital Advisory Services 330.04%0.04%0.04%Q4 2014Q2 20153
Integrated Investment Consultants, LLC 210.01%0.01%0.01%Q2 2017Q1 20183
Peak Asset Management, LLC 210.07%0.07%0.08%Q1 2020Q4 20203
Virtu Financial LLC 210.02%0.06%0.09%Q3 2017Q2 20183
Cornerstone Planning Group LLC 210.04%0.04%0.04%Q4 2022Q3 20233
SkyView Investment Advisors, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Fieldpoint Private Securities, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Investors Research Corp 330.00%0.00%0.00%Q1 2023Q3 20233
HOWARD WEALTH MANAGEMENT, LLC 330.19%0.21%0.22%Q1 2023Q3 20233
Main Street Financial Solutions, LLC 330.06%0.07%0.08%Q4 2020Q2 20213
Leading Edge Financial Planning LLC 330.13%0.16%0.19%Q1 2023Q3 20233
Richard P Slaughter Associates Inc 330.18%0.25%0.35%Q3 2022Q1 20233
Strategic Wealth Partners Group, LLC 210.13%0.15%0.16%Q1 2021Q4 20213
INVESTMENT CENTERS OF AMERICA INC 330.02%0.02%0.03%Q1 2017Q3 20173
Lebenthal Global Advisors, LLC 330.17%0.19%0.20%Q4 2020Q2 20213
Koss-Olinger Consulting, LLC 330.03%0.03%0.04%Q1 2021Q3 20213
StoneX Group Inc. 330.08%0.09%0.09%Q1 2023Q3 20233
Arkadios Wealth Advisors 210.00%0.01%0.02%Q4 2019Q3 20213
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2017Q3 20183
PCA Investment Advisory Services Inc. 330.13%0.15%0.17%Q1 2023Q3 20233
NORTHERN TRUST CORP 210.00%0.00%0.00%Q3 2014Q3 20223
Pensionmark Financial Group, LLC 210.09%0.14%0.23%Q4 2018Q3 20233
COWA, LLC 210.02%0.04%0.05%Q4 2020Q3 20223
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Koshinski Asset Management, Inc. 330.09%0.10%0.11%Q2 2020Q4 20203
Financial Advisors, LLC 210.07%0.68%1.31%Q4 2022Q3 20233
Verum Partners LLC 330.09%0.17%0.22%Q1 2023Q3 20233
OPPENHEIMER & CO INC 110.01%0.02%0.02%Q4 2021Q2 20222
WIN ADVISORS, INC 110.78%1.00%1.23%Q1 2022Q1 20232
BUCKINGHAM STRATEGIC PARTNERS, LLC 220.01%0.01%0.02%Q4 2022Q1 20232
Veritable, L.P. 220.02%0.03%0.04%Q3 2019Q4 20192
BROWN BROTHERS HARRIMAN & CO 220.00%0.00%0.00%Q3 2021Q4 20212
WealthBridge Capital Management, LLC 220.00%0.00%0.01%Q4 2018Q1 20192
Armstrong, Fleming & Moore, Inc 220.49%0.50%0.50%Q2 2023Q3 20232
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Independent Wealth Network Inc. 220.16%0.16%0.16%Q3 2021Q4 20212
Larson Financial Group LLC 110.00%0.01%0.01%Q3 2019Q4 20222
First Command Advisory Services, Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
Onyx Bridge Wealth Group LLC 220.42%0.43%0.43%Q2 2023Q3 20232
Retireful, LLC 220.54%1.25%1.96%Q1 2023Q2 20232
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
TBH Global Asset Management, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
HARRELL INVESTMENT PARTNERS, LLC 220.68%0.72%0.75%Q1 2022Q2 20222
Vestmark Advisory Solutions, Inc. 110.03%0.06%0.08%Q2 2022Q4 20222
BB&T SECURITIES, LLC 110.01%0.05%0.09%Q4 2014Q4 20182
Archer Investment Corp 220.01%0.01%0.01%Q2 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Financial Enhancement Group LLC 220.12%0.14%0.16%Q1 2023Q2 20232
PRIVATE CAPITAL MANAGEMENT LLC 220.16%0.18%0.20%Q3 2022Q4 20222
Almanack Investment Partners, LLC. 110.01%0.02%0.02%Q2 2019Q3 20222
Cornerstone Wealth Management, LLC 220.02%0.02%0.03%Q2 2018Q3 20182
FormulaFolio Investments, LLC 110.02%0.06%0.10%Q2 2019Q4 20202
Stuart Chaussee & Associates, Inc. 2212.22%16.98%21.75%Q3 2017Q4 20172
BOS Asset Management, LLC 110.16%0.19%0.23%Q4 2022Q2 20232
FRANKLIN RESOURCES INC 110.00%0.01%0.02%Q2 2022Q4 20222
TCI Wealth Advisors, Inc. 110.00%0.01%0.02%Q2 2021Q1 20232
ShoreHaven Wealth Partners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Summit Financial, LLC 110.02%0.06%0.10%Q1 2019Q4 20222
Stephens Consulting, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q4 2020Q2 20232
MASSMUTUAL TRUST CO FSB/ADV 220.00%0.00%0.00%Q1 2018Q2 20182
Prospera Financial Services Inc 110.00%0.01%0.02%Q3 2020Q1 20222
CADENCE BANK NA 220.06%0.06%0.06%Q2 2021Q3 20212
Ruggie Capital Group 220.15%0.17%0.19%Q1 2016Q2 20162
Baird Financial Group, Inc. 220.00%0.00%0.00%Q4 2016Q1 20172
RWA WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q4 2021Q1 20222
LFS ASSET MANAGEMENT 223.60%4.18%4.74%Q2 2022Q3 20222
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Waterloo Capital, L.P. 110.06%0.19%0.31%Q1 2020Q2 20232
Divergent Planning, LLC 110.14%0.15%0.17%Q2 2021Q1 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Tiedemann Wealth Management Holdings, LLC 221.71%1.83%1.95%Q3 2016Q4 20162
Synergy Asset Management, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.04%0.04%0.04%Q3 2020Q3 20201
FLC Capital Advisors 110.06%0.06%0.06%Q4 2021Q4 20211
Snider Financial Group 110.38%0.38%0.38%Q2 2021Q2 20211
Interchange Capital Partners, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Watson Rebecca 110.01%0.01%0.01%Q2 2020Q2 20201
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Landmark Wealth Management, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
CXI Advisors 110.06%0.06%0.06%Q4 2019Q4 20191
Fiera Capital Corp 110.00%0.00%0.00%Q4 2015Q4 20151
Glovista Investments LLC 110.10%0.10%0.10%Q3 2019Q3 20191
Crabel Capital Management, LLC 110.20%0.20%0.20%Q4 2017Q4 20171
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2014Q2 20141
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Birchcreek Wealth Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q3 2020Q3 20201
FLOW TRADERS U.S. LLC 110.03%0.03%0.03%Q3 2023Q3 20231
McAdam, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Plan Group Financial, LLC 110.69%0.69%0.69%Q3 2023Q3 20231
New England Investment & Retirement Group, Inc. 110.39%0.39%0.39%Q4 2015Q4 20151
Moss Adams Wealth Advisors LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Hefren-Tillotson, Inc. 118.94%8.94%8.94%Q4 2015Q4 20151
Global Retirement Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Forward Management, LLC 110.07%0.07%0.07%Q3 2022Q3 20221
Salomon & Ludwin, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Retirement Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
EverSource Wealth Advisors, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Worth Financial Advisory Group, LLC 110.25%0.25%0.25%Q4 2022Q4 20221
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Bard Financial Services, Inc. 110.03%0.03%0.03%Q4 2020Q4 20201
Castleview Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Placemark Investments, Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
Anfield Capital Management, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Allen Investment Management, LLC 110.07%0.07%0.07%Q1 2016Q1 20161
COREPATH WEALTH PARTNERS LLC 110.56%0.56%0.56%Q4 2020Q4 20201
Clearwater Capital Advisors, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Atria Investments, Inc 110.03%0.03%0.03%Q2 2022Q2 20221
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Wolf Group Capital Advisors 110.06%0.06%0.06%Q4 2021Q4 20211
Tempus Wealth Planning, LLC 110.25%0.25%0.25%Q3 2022Q3 20221
Live Your Vision, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
55I, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Aquire Wealth Advisors, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
INVESTMENT PARTNERS, LTD. 110.14%0.14%0.14%Q3 2023Q3 20231
Sterling Global Strategies LLC 110.17%0.17%0.17%Q4 2018Q4 20181
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Rinkey Investments 110.01%0.01%0.01%Q4 2021Q4 20211
Allen Capital Group, LLC 110.44%0.44%0.44%Q4 2022Q4 20221
Kingfisher Capital LLC 110.16%0.16%0.16%Q3 2015Q3 20151
Pathway Financial Advisors LLC 110.49%0.49%0.49%Q4 2022Q4 20221
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Octavia Wealth Advisors, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Blue Sky Asset Management, LLC 110.28%0.28%0.28%Q4 2019Q4 20191
Wealthspire Advisors, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Orcam Financial Group 112.45%2.45%2.45%Q4 2022Q4 20221
Financial Advantage, Inc. 110.04%0.04%0.04%Q2 2013Q2 20131
ACG Wealth 110.04%0.04%0.04%Q1 2018Q1 20181
IAG Wealth Partners, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Arbor Investment Advisors, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Glass Jacobson Investment Advisors llc 110.01%0.01%0.01%Q3 2023Q3 20231
Kowal Investment Group, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
Charles Schwab Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
BKS ADVISORS, LLC 110.04%0.04%0.04%Q3 2017Q3 20171
Virtue Capital Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ZACKS INVESTMENT MANAGEMENT 110.01%0.01%0.01%Q4 2022Q4 20221
StrongBox Wealth, LLC 110.12%0.12%0.12%Q1 2021Q1 20211
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2020Q3 20201
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Private Vista, LLC 110.12%0.12%0.12%Q4 2018Q4 20181
Prestige Wealth Management Group LLC 110.35%0.35%0.35%Q4 2022Q4 20221
Meridian Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
CFO4Life, L.P. 110.07%0.07%0.07%Q4 2022Q4 20221
M&T BANK CORP 110.00%0.00%0.00%Q4 2015Q4 20151
Concert Wealth Management Inc. 110.02%0.02%0.02%Q3 2016Q3 20161
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
MGO ONE SEVEN LLC 110.25%0.25%0.25%Q4 2022Q4 20221
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Strategic Capital Alternatives LLC 110.08%0.08%0.08%Q3 2015Q3 20151
Shilanski & Associates, Inc. 110.20%0.20%0.20%Q3 2022Q3 20221
Capital Square, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Sweet Financial Partners, LLC 111.51%1.51%1.51%Q1 2022Q1 20221
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q1 2022Q1 20221
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
MADRONA FUNDS, LLC 111.15%1.15%1.15%Q3 2019Q3 20191
KilterHowling LLC 110.94%0.94%0.94%Q4 2022Q4 20221
SBK Financial, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q3 2020Q3 20201
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
CALTON & ASSOCIATES, INC. 110.04%0.04%0.04%Q4 2017Q4 20171
MBE Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
FINANCIAL COUNSELORS INC 110.05%0.05%0.05%Q2 2013Q2 20131
Laurel Wealth Planning LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Leverty Financial Group, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
CONGRESS ASSET MANAGEMENT CO /MA 110.01%0.01%0.01%Q4 2022Q4 20221
Strategic Blueprint, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
CMC Financial Group 110.17%0.17%0.17%Q4 2019Q4 20191
External links

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