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%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.03%0.08%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 3260.00%0.00%0.03%Q2 2013Q3 202338
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
NewSquare Capital LLC 2590.00%0.12%0.62%Q2 2013Q4 202134
Efficient Advisors, LLC 3220.06%0.10%0.17%Q2 2013Q4 202134
JPMORGAN CHASE & CO 33330.00%0.00%0.00%Q3 2015Q3 202333
Raymond James Financial Services Advisors, Inc. 2210.00%0.01%0.03%Q2 2013Q3 202333
Madrona Financial Services, LLC 32320.15%1.24%3.36%Q4 2014Q3 202232
Annex Advisory Services, LLC 32320.07%0.14%0.20%Q1 2015Q4 202232
Brookstone Capital Management 3020.00%0.24%0.93%Q2 2015Q3 202332
Cambridge Investment Research Advisors, Inc. 3020.01%0.03%0.06%Q2 2014Q3 202332
IFP Advisors, Inc 17140.00%0.01%0.05%Q4 2015Q3 202331
Private Advisor Group, LLC 2910.00%0.07%0.24%Q3 2014Q3 202330
Darwin Wealth Management, LLC 30300.21%3.32%9.52%Q2 2016Q3 202330
M Holdings Securities, Inc. 2310.02%0.37%0.71%Q3 2014Q1 202329
Waverly Advisors, LLC 1630.02%0.07%0.15%Q3 2013Q3 202329
Sargent Bickham Lagudis LLC 28280.01%0.79%1.48%Q1 2016Q4 202228
Well Done, LLC 28280.05%0.21%0.97%Q1 2016Q4 202228
Sigma Planning Corp 28280.01%0.05%0.11%Q4 2015Q3 202228
STIFEL FINANCIAL CORP 2510.00%0.00%0.01%Q1 2014Q3 202328
Cetera Advisors LLC 2620.02%0.03%0.11%Q3 2016Q3 202328
Ironwood Financial, llc 2340.00%0.03%0.05%Q4 2014Q3 202127
BlackRock Inc. 27270.00%0.00%0.00%Q1 2017Q3 202327
Madden Advisory Services, Inc. 27271.33%3.28%4.39%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.03%Q2 2013Q4 201927
MML INVESTORS SERVICES, LLC 26260.00%0.01%0.01%Q2 2017Q3 202326
Aveo Capital Partners, LLC 1410.08%0.14%0.39%Q4 2016Q3 202326
BOYS ARNOLD & CO INC 25250.03%0.06%0.13%Q2 2013Q2 201925
JANE STREET GROUP, LLC 510.00%0.00%0.01%Q1 2015Q3 202325
Stonehearth Capital Management, LLC 25250.13%0.53%0.85%Q4 2014Q4 202025
Prospera Financial Services Inc 1420.00%0.10%0.24%Q3 2015Q2 202225
JNBA Financial Advisors 1620.00%0.00%0.00%Q4 2016Q3 202325
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.00%Q2 2013Q3 202325
PATTON ALBERTSON MILLER GROUP, LLC 25250.04%0.14%0.25%Q2 2016Q2 202225
Geneos Wealth Management Inc. 25250.00%0.16%0.30%Q3 2017Q3 202325
CENTAURUS FINANCIAL, INC. 24240.01%0.59%1.24%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.03%Q4 2017Q3 202324
AE Wealth Management LLC 1910.01%0.06%0.26%Q4 2017Q3 202322
Verus Financial Partners, Inc. 12100.03%0.15%1.76%Q1 2018Q3 202322
BANK OF MONTREAL /CAN/ 1310.00%0.00%0.00%Q2 2014Q3 202322
AdvisorNet Financial, Inc 22220.00%0.00%0.01%Q2 2018Q3 202322
Financial Advocates Investment Management 1930.02%0.08%0.11%Q4 2017Q2 202322
NORTHWEST WEALTH MANAGEMENT, LLC 21210.12%0.28%0.56%Q4 2016Q4 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.03%Q3 2018Q3 202321
CWM, LLC 1380.00%0.00%0.01%Q2 2018Q3 202321
Bay Harbor Wealth Management, LLC 20200.06%0.22%0.62%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
Advisory Services Network, LLC 1820.00%0.07%0.19%Q4 2017Q1 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.04%0.21%0.74%Q1 2016Q4 202020
Fort Point Capital Partners LLC 1460.03%0.10%0.22%Q1 2016Q3 202320
StrategIQ Financial Group, LLC 20200.05%0.14%0.26%Q4 2016Q3 202120
Trilogy Capital Inc. 1640.02%2.13%13.99%Q4 2017Q3 202320
RESTON WEALTH MANAGEMENT LLC 20200.19%0.89%1.98%Q4 2018Q3 202320
Atria Investments, Inc 1370.02%0.07%0.21%Q4 2016Q4 202120
Barber Financial Group, Inc. 20200.15%1.07%1.96%Q4 2016Q3 202120
Weaver Consulting Group 19192.53%5.30%8.73%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
SRS Capital Advisors, Inc. 1020.01%0.01%0.02%Q3 2018Q3 202319
Pacific Center for Financial Services 19190.03%0.04%0.06%Q1 2018Q3 202219
RAYMOND JAMES & ASSOCIATES 1610.00%0.00%0.02%Q2 2016Q3 202319
Capital Advisory Group Advisory Services, LLC 19190.01%0.46%1.21%Q1 2018Q3 202219
NICOLET ADVISORY SERVICES, LLC 19190.04%0.07%0.11%Q1 2019Q3 202319
RDA Financial Network 19190.48%0.88%1.35%Q1 2019Q3 202319
Archford Capital Strategies, LLC 1360.00%0.04%0.12%Q1 2014Q2 201919
Commonwealth Equity Services, Inc 18180.00%0.01%0.01%Q2 2013Q3 201718
Janney Montgomery Scott LLC 1310.00%0.01%0.02%Q1 2015Q3 202318
First Personal Financial Services 18180.01%0.10%0.12%Q2 2019Q3 202318
Live Your Vision, LLC 18180.31%1.42%1.86%Q4 2014Q1 201918
Ausdal Financial Partners, Inc. 18180.17%0.45%1.01%Q2 2019Q3 202318
FIFTH THIRD BANCORP 1510.00%0.00%0.00%Q2 2013Q4 201818
PFG Advisors 1320.04%0.23%0.78%Q4 2017Q4 202217
TimeScale Financial, Inc. 17170.01%0.02%0.05%Q2 2019Q2 202317
CREATIVE FINANCIAL DESIGNS INC /ADV 1410.00%0.06%0.14%Q1 2017Q3 202317
WFG Advisors, LP 17170.01%0.01%0.02%Q2 2013Q2 201717
ROTHSCHILD INVESTMENT LLC /IL 17170.03%0.08%0.11%Q3 2019Q3 202317
ENVESTNET ASSET MANAGEMENT INC 1210.00%0.00%0.01%Q3 2014Q3 202317
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.01%0.05%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.02%Q4 2019Q3 202316
BUCKINGHAM STRATEGIC WEALTH, LLC 16160.03%0.06%0.10%Q1 2016Q4 201916
Kovack Advisors, Inc. 1150.03%0.08%0.13%Q2 2016Q3 202116
Global Retirement Partners, LLC 1020.00%0.01%0.02%Q1 2018Q4 202216
USAdvisors Wealth Management, LLC 16160.11%0.80%3.29%Q4 2019Q3 202316
CITIGROUP INC 1510.00%0.00%0.00%Q3 2016Q2 202116
Global Wealth Management Investment Advisory, Inc. 720.00%0.01%0.02%Q4 2018Q3 202316
BENJAMIN F. EDWARDS & COMPANY, INC. 970.00%0.00%0.02%Q3 2017Q4 202116
Belpointe Asset Management LLC 1410.01%0.03%0.05%Q3 2018Q3 202316
OSAIC HOLDINGS, INC. 15150.01%0.02%0.03%Q1 2020Q3 202315
Citadel Advisors 410.00%0.00%0.00%Q1 2016Q1 202315
Orion Portfolio Solutions, LLC 15150.00%0.01%0.02%Q1 2020Q3 202315
FMR LLC 410.00%0.00%0.00%Q3 2018Q3 202315
Advisor Group, Inc. 15150.00%0.02%0.03%Q2 2016Q4 201915
MSI Financial Services Inc 15150.01%0.02%0.03%Q2 2013Q4 201615
TSFG, LLC 14140.01%0.05%0.08%Q1 2019Q2 202214
Avior Wealth Management, LLC 1220.00%0.01%0.01%Q1 2014Q4 201914
OneDigital Investment Advisors LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
J.W. COLE ADVISORS, INC. 810.08%0.18%0.29%Q4 2019Q3 202314
Costello Asset Management, INC 14140.00%0.03%0.18%Q2 2020Q3 202314
Dynamic Advisor Solutions LLC 14140.02%0.06%0.09%Q2 2018Q3 202114
Cornerstone Wealth Management, LLC 1220.02%0.03%0.04%Q2 2018Q3 202214
MACROVIEW INVESTMENT MANAGEMENT LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
Chicago Partners Investment Group LLC 13130.02%0.03%0.05%Q3 2020Q3 202313
Mutual Advisors, LLC 13130.01%0.02%0.02%Q3 2020Q3 202313
DELTA ASSET MANAGEMENT LLC/TN 940.00%0.00%0.01%Q4 2019Q3 202313
Cetera Investment Advisers 13130.00%0.01%0.03%Q3 2020Q3 202313
Capital Investment Advisory Services, LLC 13130.08%0.12%0.18%Q3 2020Q3 202313
BlackRock Institutional Trust Company, N.A. 13130.00%0.00%0.00%Q4 2013Q4 201613
CAPTRUST FINANCIAL ADVISORS 620.00%0.00%0.02%Q4 2018Q2 202213
Kestra Advisory Services, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
Curran Financial Partners, LLC 12122.24%5.48%8.35%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Virtu KCG Holdings LLC 320.01%0.01%0.02%Q3 2013Q2 201712
Thrive Capital Management, LLC 12122.36%3.26%3.86%Q4 2020Q3 202312
Allworth Financial LP 12120.00%0.00%0.01%Q4 2020Q3 202312
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 910.00%0.00%0.00%Q3 2014Q3 202312
Professional Financial Advisors, LLC 1110.10%0.25%0.58%Q1 2020Q1 202312
Ruggie Capital Group 12120.00%0.18%0.45%Q1 2016Q4 201812
Legacy Financial Group LLC 12120.08%0.19%0.28%Q4 2020Q3 202312
Gainplan LLC 12120.09%0.34%1.02%Q4 2020Q3 202312
True Link Financial Advisors, LLC 12120.19%0.24%0.29%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Alerus Investment Advisors Corp 12120.00%0.01%0.01%Q2 2013Q1 201612
CX Institutional 710.00%0.01%0.01%Q2 2018Q2 202212
PNC FINANCIAL SERVICES GROUP, INC. 740.00%0.00%0.00%Q4 2014Q1 202111
Aptus Capital Advisors, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Brinker Capital Investments, LLC 11110.00%0.00%0.00%Q2 2017Q4 201911
Affiance Financial, LLC 920.01%0.20%2.18%Q4 2019Q4 202211
NEXT Financial Group, Inc 520.00%0.01%0.01%Q3 2014Q4 202111
Peregrine Asset Advisers, Inc. 11110.63%2.21%3.07%Q1 2020Q3 202211
Clearview Wealth Advisors LLC 11110.10%0.36%0.79%Q4 2020Q2 202311
Equitable Holdings, Inc. 11110.00%0.01%0.01%Q4 2019Q2 202211
Spire Wealth Management 640.02%0.05%0.10%Q1 2021Q3 202310
MARINO, STRAM & ASSOCIATES LLC 910.12%0.70%1.12%Q4 2017Q2 202010
Lloyd Advisory Services, LLC. 10100.00%0.01%0.06%Q4 2019Q1 202210
Syverson Strege & Co 10100.02%0.07%0.14%Q4 2020Q1 202310
MERCER GLOBAL ADVISORS INC /ADV 820.00%0.01%0.02%Q1 2021Q3 202310
VSR Financial Services, Inc. 10100.05%0.08%0.09%Q1 2014Q2 201610
FLAGSHIP HARBOR ADVISORS, LLC 820.00%0.03%0.06%Q2 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.04%0.07%0.09%Q1 2021Q3 202310
Koss-Olinger Consulting, LLC 10100.02%0.04%0.04%Q1 2021Q2 202310
Lake Point Wealth Management 520.00%0.00%0.00%Q4 2018Q2 202210
Tempus Wealth Planning, LLC 910.19%0.38%0.60%Q4 2019Q3 202210
Stuart Chaussee & Associates, Inc. 540.01%4.00%13.59%Q3 2017Q4 20199
J Arnold Wealth Management Co 710.06%0.14%0.34%Q4 2019Q3 20239
CALTON & ASSOCIATES, INC. 990.06%0.09%0.10%Q4 2017Q4 20199
Gemmer Asset Management LLC 990.00%0.00%0.00%Q3 2018Q3 20209
Acorn Wealth Advisors, LLC 630.05%0.14%0.21%Q4 2017Q2 20229
Modera Wealth Management, LLC 990.01%0.02%0.03%Q3 2021Q3 20239
Sowell Financial Services LLC 720.00%0.02%0.09%Q3 2019Q4 20219
MANUFACTURERS LIFE INSURANCE COMPANY, THE 990.00%0.00%0.00%Q2 2016Q2 20189
FinTrust Capital Advisors, LLC 540.00%0.14%0.32%Q1 2019Q3 20239
RED CEDAR INVESTMENT MANAGEMENT, LLC 880.13%0.97%1.38%Q3 2018Q2 20208
National Wealth Management Group, LLC 880.32%0.39%0.52%Q4 2021Q3 20238
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 880.03%0.04%0.05%Q2 2020Q1 20228
IHT Wealth Management, LLC 880.02%0.02%0.03%Q2 2020Q1 20228
HARRELL INVESTMENT PARTNERS, LLC 880.20%0.97%2.21%Q2 2021Q1 20238
Global Financial Private Capital, Inc 710.00%0.03%0.06%Q3 2017Q4 20198
Retirement Group, LLC 440.03%0.03%0.04%Q3 2021Q3 20238
Integrity Financial Corp /WA 880.22%0.37%0.49%Q4 2021Q3 20238
Steward Partners Investment Advisory, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Simplicity Solutions, LLC 880.01%0.07%0.32%Q1 2019Q4 20208
Ameritas Investment Partners, Inc. 880.00%0.00%0.00%Q4 2014Q3 20168
Laurel Wealth Advisors, Inc. 420.02%0.04%0.08%Q4 2019Q1 20228
Braun-Bostich & Associates Inc. 710.00%0.08%0.12%Q4 2017Q4 20198
Realta Investment Advisors 420.01%0.01%0.02%Q1 2019Q3 20238
Mascoma Wealth Management LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 620.00%0.00%0.00%Q4 2020Q4 20228
Archvest Wealth Advisors, Inc. 882.76%3.02%3.37%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.02%Q4 2021Q3 20238
Ameritas Investment Company, LLC 410.01%0.05%0.17%Q1 2019Q3 20218
TRUIST FINANCIAL CORP 510.00%0.00%0.00%Q4 2019Q4 20228
Investment Advisory Group, LLC 882.61%3.44%4.22%Q4 2021Q3 20238
SlateStone Wealth, LLC 770.06%0.44%0.74%Q4 2018Q2 20207
SILVER OAK SECURITIES, INCORPORATED 770.07%0.22%0.48%Q1 2022Q3 20237
GeoWealth Management, LLC 770.27%0.37%0.54%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.02%0.03%0.05%Q1 2022Q3 20237
RITHOLTZ WEALTH MANAGEMENT 610.02%0.03%0.08%Q4 2018Q2 20217
Patriot Financial Group Insurance Agency, LLC 610.01%0.04%0.06%Q4 2016Q3 20187
Ameritas Advisory Services, LLC 770.01%0.02%0.03%Q4 2021Q2 20237
ASSETMARK, INC 770.00%0.00%0.01%Q1 2022Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.01%Q4 2020Q4 20227
Western Wealth Management, LLC 410.02%0.03%0.04%Q1 2021Q1 20237
Renaissance Technologies 430.00%0.00%0.00%Q4 2021Q3 20237
Horizons Wealth Management 770.00%0.01%0.02%Q2 2022Q4 20237
Partnervest Advisory Services LLC 520.04%0.09%0.13%Q2 2013Q3 20157
Compass Ion Advisors, LLC 520.07%0.17%0.46%Q3 2020Q3 20227
LifePlan Financial Group, Inc 610.00%0.00%0.01%Q1 2018Q3 20207
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.02%0.05%0.07%Q1 2022Q3 20237
NATIONAL PLANNING CORP 310.00%0.04%0.08%Q4 2014Q3 20177
Clarius Group, LLC 510.03%0.58%3.10%Q4 2018Q4 20227
Camarda Financial Advisors, LLC 520.04%0.14%0.43%Q4 2017Q3 20237
THRIVENT FINANCIAL FOR LUTHERANS 770.00%0.00%0.01%Q1 2022Q3 20237
SeaCrest Wealth Management, LLC 610.00%0.00%0.00%Q4 2017Q2 20227
Forward Management, LLC 520.17%0.81%1.63%Q3 2020Q3 20227
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.02%0.04%Q1 2021Q4 20227
SII INVESTMENTS INC/WI 770.02%0.02%0.03%Q1 2016Q3 20177
Goodwin Investment Advisory 510.00%0.01%0.01%Q4 2020Q4 20226
STEPHENS INC /AR/ 660.00%0.01%0.01%Q1 2021Q2 20226
Coston, McIsaac & Partners 660.01%0.01%0.01%Q2 2022Q3 20236
ATLAS CAPITAL ADVISORS LLC 662.77%2.93%3.08%Q2 2022Q3 20236
RTD Financial Advisors, Inc. 420.06%0.07%0.08%Q4 2021Q3 20236
Atlas Private Wealth Advisors 660.00%0.03%0.06%Q2 2020Q3 20216
Divergent Planning, LLC 660.19%0.23%0.29%Q1 2021Q2 20226
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
ARQ WEALTH ADVISORS, LLC 660.94%1.06%1.21%Q1 2020Q2 20216
TWO SIGMA SECURITIES, LLC 210.00%0.00%0.01%Q1 2018Q3 20236
TRUE Private Wealth Advisors 330.04%0.05%0.08%Q1 2022Q3 20236
Bellwether Advisors, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
Sunbelt Securities, Inc. 310.00%0.07%0.23%Q3 2020Q3 20236
First Ascent Asset Management, LLC 310.03%0.06%0.16%Q3 2021Q3 20236
Regal Investment Advisors LLC 410.00%0.05%0.06%Q3 2015Q3 20175
CONGRESS ASSET MANAGEMENT CO /MA 410.00%0.03%0.11%Q4 2021Q3 20235
Beacon Financial Advisory LLC 550.11%0.13%0.14%Q1 2021Q1 20225
STRINGER ASSET MANAGEMENT, LLC 410.95%1.32%1.60%Q3 2019Q4 20205
Qube Research & Technologies Ltd 310.00%0.00%0.00%Q3 2021Q3 20235
NewEdge Advisors, LLC 410.00%0.00%0.00%Q2 2017Q3 20235
ERTS Wealth Advisors, LLC 550.13%0.15%0.18%Q4 2018Q4 20195
SEI INVESTMENTS CO 550.00%0.00%0.00%Q2 2017Q2 20185
Clear Creek Financial Management, LLC 410.11%0.49%0.66%Q4 2020Q1 20225
High Net Worth Advisory Group LLC 550.01%0.01%0.02%Q4 2021Q4 20225
Foundations Investment Advisors, LLC 550.04%0.50%1.18%Q2 2018Q2 20195
Cetera Advisor Networks LLC 410.00%0.00%0.01%Q2 2020Q3 20235
NVWM, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
TRUSTCORE FINANCIAL SERVICES, LLC 550.00%0.00%0.01%Q1 2020Q1 20215
Vigilare Wealth Management 410.16%1.31%2.05%Q4 2019Q4 20215
Integrated Wealth Concepts LLC 320.00%0.01%0.01%Q3 2021Q3 20235
RFG Advisory, LLC 550.02%0.02%0.03%Q4 2020Q4 20215
Leo H. Evart, Inc. 550.33%0.38%0.43%Q4 2021Q4 20225
CAROLINAS WEALTH CONSULTING LLC 410.01%0.02%0.05%Q1 2020Q4 20225
St. James Investment Advisors, LLC 550.00%0.02%0.03%Q4 2021Q4 20225
SCOTIA CAPITAL INC. 310.00%0.01%0.02%Q2 2015Q3 20185
AXXCESS WEALTH MANAGEMENT, LLC 410.01%0.03%0.06%Q4 2021Q3 20235
Tarbox Family Office, Inc. 550.03%0.03%0.04%Q1 2016Q1 20175
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 550.00%0.01%0.02%Q3 2022Q3 20235
Constellation Wealth Advisors, LLC 550.02%0.03%0.03%Q3 2014Q3 20155
GOLDMAN SACHS GROUP INC 410.00%0.00%0.00%Q1 2022Q2 20235
AVANTAX ADVISORY SERVICES, INC. 410.00%0.01%0.01%Q4 2021Q3 20235
Argentus Capital Management, LLC 550.00%0.09%0.29%Q3 2015Q3 20165
OPPENHEIMER ASSET MANAGEMENT INC. 110.00%0.00%0.01%Q4 2018Q3 20225
Redhawk Wealth Advisors, Inc. 550.06%0.08%0.10%Q1 2021Q1 20225
SteelPeak Wealth, LLC 440.02%0.02%0.02%Q3 2020Q2 20214
Life Planning Partners, Inc 440.01%0.01%0.01%Q4 2021Q3 20224
Insight Wealth Partners, LLC 440.04%0.08%0.16%Q4 2022Q3 20234
YARGER WEALTH STRATEGIES, LLC 441.52%1.65%1.82%Q4 2021Q3 20224
Sentinus, LLC 440.14%0.19%0.23%Q3 2022Q2 20234
Rain Capital Management, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
MGO ONE SEVEN LLC 220.13%0.20%0.25%Q4 2017Q4 20184
Tower Research Capital LLC (TRC) 440.00%0.00%0.00%Q4 2022Q3 20234
Virtu Financial LLC 440.02%0.03%0.04%Q3 2017Q2 20184
Wealth Advisory Solutions, LLC 440.28%0.39%0.61%Q4 2019Q3 20204
Gradient Investments LLC 220.00%0.00%0.00%Q3 2019Q3 20224
Joseph Group Capital Management 440.06%0.06%0.07%Q4 2022Q3 20234
WNY Asset Management, LLC 440.16%1.81%3.24%Q4 2022Q3 20234
20/20 Capital Management, Inc. 440.33%0.42%0.52%Q4 2019Q3 20204
Live Oak Investment Partners 440.00%0.00%0.00%Q4 2022Q3 20234
Consilium Wealth Advisory, LLC 310.18%1.01%1.83%Q1 2022Q3 20234
Millington Financial Advisors, LLC 440.30%0.30%0.31%Q4 2022Q3 20234
Janney Capital Management LLC 110.03%0.05%0.07%Q4 2014Q4 20224
Ahrens Investment Partners LLC 310.01%0.01%0.02%Q4 2021Q1 20234
JDM Financial Group LLC 440.14%0.16%0.19%Q4 2022Q3 20234
COOPER/HAIMS ADVISORS, LLC 440.21%0.40%0.60%Q3 2021Q2 20224
Savior LLC 440.14%0.17%0.19%Q3 2020Q2 20214
TIEDEMANN ADVISORS, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Wealthquest Corp 440.40%0.51%0.65%Q4 2014Q3 20154
VitalStone Financial, LLC 440.07%0.13%0.20%Q4 2022Q3 20234
HOWE & RUSLING INC 310.01%0.01%0.01%Q1 2014Q1 20154
Creative Planning 110.00%0.00%0.00%Q2 2014Q1 20174
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
WealthShield Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q1 2019Q3 20213
PATHSTONE FAMILY OFFICE, LLC 330.02%0.05%0.08%Q2 2013Q4 20133
WestEnd Advisors, LLC 210.00%0.00%0.01%Q2 2022Q3 20233
Bell Investment Advisors, Inc 210.01%0.01%0.02%Q3 2021Q2 20223
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Parallel Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.00%0.01%0.01%Q4 2021Q4 20223
Midwest Professional Planners, LTD. 330.00%0.01%0.04%Q4 2017Q2 20183
Compass Advisory Group LLC 110.13%0.26%0.36%Q1 2021Q3 20223
Princeton Global Asset Management LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Cornerstone Planning Group LLC 210.00%0.01%0.01%Q4 2022Q3 20233
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
OLD MISSION CAPITAL LLC 210.02%0.05%0.09%Q2 2021Q2 20233
Bartlett & Co. LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Larson Financial Group LLC 330.00%0.03%0.05%Q4 2021Q2 20223
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
Lido Advisors, LLC 330.09%0.10%0.12%Q1 2023Q3 20233
ALTERNA WEALTH MANAGEMENT, INC 330.57%0.61%0.66%Q2 2020Q4 20203
Delta Dental Plan of Michigan, Inc. 331.30%1.35%1.39%Q4 2017Q2 20183
Livingston Group Asset Management CO (operating as Southport Capital Management) 210.10%0.14%0.19%Q2 2016Q3 20173
KHP Capital, LLC 330.00%0.01%0.01%Q1 2018Q3 20183
CreativeOne Wealth, LLC 220.02%0.03%0.04%Q2 2021Q3 20212
CGC Financial Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SIGNET FINANCIAL MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
AVALON CAPITAL MANAGEMENT 220.22%0.23%0.24%Q1 2014Q2 20142
Personal Wealth Partners 220.01%0.01%0.02%Q3 2019Q4 20192
US BANCORP \DE\ 220.00%0.00%0.00%Q2 2019Q3 20192
VERUS CAPITAL PARTNERS, LLC 220.02%0.02%0.02%Q4 2019Q1 20202
SFMG, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
RFP Financial Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
LFS ASSET MANAGEMENT 221.83%1.98%2.13%Q2 2022Q3 20222
MBM Wealth Consultants, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
BESSEMER GROUP INC 110.00%0.00%0.00%Q2 2021Q3 20232
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.06%0.07%0.07%Q2 2021Q3 20212
COMERICA BANK 110.00%0.00%0.01%Q4 2021Q3 20232
Winslow, Evans & Crocker, Inc. 220.00%0.00%0.00%Q4 2014Q1 20152
Legacy Financial Advisors, Inc. 110.08%0.17%0.25%Q4 2017Q4 20182
Legacy Capital Wealth Partners, LLC 110.35%0.36%0.38%Q1 2023Q3 20232
Visionary Wealth Advisors 110.02%0.04%0.06%Q2 2021Q1 20222
American Trust 110.02%0.06%0.11%Q1 2022Q2 20232
MDE Group 220.02%0.03%0.03%Q1 2014Q2 20142
OPPENHEIMER & CO INC 110.01%0.02%0.02%Q4 2021Q2 20222
ASPIRIANT, LLC 220.02%0.02%0.03%Q3 2021Q4 20212
Sandy Cove Advisors, LLC 220.12%0.13%0.14%Q4 2021Q1 20222
CABANA LLC 221.17%1.17%1.17%Q2 2018Q3 20182
Arkadios Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
Advisory Alpha, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Waterloo Capital, L.P. 220.08%0.08%0.08%Q2 2023Q3 20232
Kathmere Capital Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Wealthcare Advisory Partners LLC 110.00%0.01%0.01%Q1 2020Q1 20212
Crabel Capital Management, LLC 220.18%0.20%0.23%Q4 2017Q1 20182
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
Koshinski Asset Management, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
Financial Advisors, LLC 220.06%0.79%1.52%Q3 2022Q4 20222
Retireful, LLC 220.25%0.27%0.28%Q1 2023Q2 20232
Paulson Wealth Management Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Exchange Capital Management, Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
IAG Wealth Partners, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Charter Oak Capital Management, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Bridgeworth, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
LAZARD ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20221
WBI INVESTMENTS, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
Mach-1 Financial Group, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Arden Trust Co 110.19%0.19%0.19%Q4 2022Q4 20221
One Capital Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
HighTower Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
DCM Advisors, LLC 110.23%0.23%0.23%Q4 2020Q4 20201
ATALANTA SOSNOFF CAPITAL, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
MADRONA FUNDS, LLC 110.29%0.29%0.29%Q3 2019Q3 20191
Advocacy Wealth Management Services, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
TOTH FINANCIAL ADVISORY CORP 110.01%0.01%0.01%Q2 2022Q2 20221
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q4 2020Q4 20201
MBE Wealth Management, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q2 2023Q2 20231
PRICE T ROWE ASSOCIATES INC /MD/ 110.00%0.00%0.00%Q3 2022Q3 20221
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Firestone Capital Management 110.01%0.01%0.01%Q4 2020Q4 20201
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
F3Logic, LLC 110.33%0.33%0.33%Q3 2020Q3 20201
Legacy Financial Strategies, LLC 110.22%0.22%0.22%Q1 2018Q1 20181
Meridian Wealth Management, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Gateway Advisory, LLC 110.98%0.98%0.98%Q4 2022Q4 20221
Capital Square, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Landmark Wealth Management, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Wagner Wealth Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Yellowstone Partners, LLC 110.12%0.12%0.12%Q4 2017Q4 20171
Bank of New York Mellon Corp 110.00%0.00%0.00%Q3 2020Q3 20201
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
FSC Wealth Advisors, LLC 110.55%0.55%0.55%Q4 2021Q4 20211
Perigon Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
BB&T SECURITIES, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Selective Wealth Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Measured Wealth Private Client Group, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
BARCLAYS PLC 110.00%0.00%0.00%Q2 2021Q2 20211
Winch Advisory Services, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Plan Group Financial, LLC 110.32%0.32%0.32%Q3 2023Q3 20231
B. Riley Wealth Advisors, Inc. 110.01%0.01%0.01%Q2 2014Q2 20141
Dakota Wealth Management 110.01%0.01%0.01%Q3 2023Q3 20231
Vestmark Advisory Solutions, Inc. 110.10%0.10%0.10%Q4 2022Q4 20221
Heritage Wealth Advisors 110.00%0.00%0.00%Q2 2022Q2 20221
New England Investment & Retirement Group, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
FormulaFolio Investments, LLC 110.26%0.26%0.26%Q4 2020Q4 20201
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
MANGROVE PARTNERS IM, LLC 110.62%0.62%0.62%Q1 2023Q1 20231
Beacon Pointe Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q4 2015Q4 20151
TCI Wealth Advisors, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q4 2022Q4 20221
CENTRAL TRUST Co 110.00%0.00%0.00%Q3 2023Q3 20231
RWA WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
KMG FIDUCIARY PARTNERS, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q3 2022Q3 20221
Nvest Financial, LLC 110.21%0.21%0.21%Q1 2023Q1 20231
VIVID FINANCIAL MANAGEMENT, INC. 110.23%0.23%0.23%Q4 2019Q4 20191
RAYMOND JAMES TRUST N.A. 110.06%0.06%0.06%Q4 2022Q4 20221
AVIANCE CAPITAL MANAGEMENT, LLC 110.07%0.07%0.07%Q4 2017Q4 20171
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Polaris Wealth Advisory Group, LLC 110.04%0.04%0.04%Q4 2015Q4 20151
HB Wealth Management, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Integrated Wealth Management 110.01%0.01%0.01%Q1 2015Q1 20151
Chicago Wealth Management, Inc. 110.55%0.55%0.55%Q4 2022Q4 20221
WEALTHSOURCE PARTNERS, LLC 112.16%2.16%2.16%Q1 2016Q1 20161
Rockbridge Investment Management, LCC 110.00%0.00%0.00%Q3 2020Q3 20201
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q2 2017Q2 20171
Aquire Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
ROMAN BUTLER FULLERTON & CO 110.37%0.37%0.37%Q2 2022Q2 20221
Almanack Investment Partners, LLC. 110.02%0.02%0.02%Q3 2022Q3 20221
Kowal Investment Group, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
TOBIAS FINANCIAL ADVISORS, INC. 110.08%0.08%0.08%Q4 2019Q4 20191
Private Ocean, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Capital Asset Advisory Services LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Allen Capital Group, LLC 113.37%3.37%3.37%Q4 2022Q4 20221
Claybrook Capital, LLC 110.19%0.19%0.19%Q4 2018Q4 20181
Kingfisher Capital LLC 110.02%0.02%0.02%Q4 2015Q4 20151
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Robertson Stephens Wealth Management, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Lebenthal Global Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
CAMBRIDGE TRUST CO 110.02%0.02%0.02%Q4 2017Q4 20171
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Blue Sky Asset Management, LLC 110.78%0.78%0.78%Q4 2019Q4 20191
Sonora Investment Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
COLDSTREAM CAPITAL MANAGEMENT INC 110.03%0.03%0.03%Q2 2022Q2 20221
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
External links

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