ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
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
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
JANE STREET GROUP, LLC 1480.00%0.01%0.04%Q2 2014Q3 202336
LPL Financial LLC 3510.00%0.01%0.02%Q2 2013Q3 202336
AMERIPRISE FINANCIAL INC 1710.00%0.01%0.04%Q2 2013Q3 202334
RAYMOND JAMES & ASSOCIATES 31310.00%0.01%0.01%Q1 2016Q3 202331
Snowden Capital Advisors LLC 2280.01%0.05%0.14%Q1 2016Q3 202330
Raymond James Financial Services Advisors, Inc. 2910.00%0.01%0.06%Q4 2015Q3 202330
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q2 2013Q2 202329
RKL Wealth Management LLC 27270.21%0.54%0.71%Q1 2017Q3 202327
JPMORGAN CHASE & CO 1770.00%0.00%0.03%Q3 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.02%0.06%Q1 2018Q3 202323
BLAIR WILLIAM & CO/IL 13100.00%0.00%0.01%Q2 2013Q3 202323
LADENBURG THALMANN FINANCIAL SERVICES INC. 22220.00%0.00%0.00%Q3 2014Q4 201922
Cambridge Investment Research Advisors, Inc. 1930.00%0.01%0.11%Q1 2015Q3 202322
US BANCORP \DE\ 22220.00%0.00%0.00%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Advisory Services Network, LLC 1110.00%0.15%1.90%Q2 2013Q1 202321
BerganKDV Wealth Management, LLC 21210.00%0.01%0.01%Q2 2018Q2 202321
CITIGROUP INC 1640.00%0.00%0.00%Q2 2014Q4 201920
HighTower Advisors, LLC 1640.00%0.05%0.10%Q3 2016Q3 202320
Geneos Wealth Management Inc. 1730.00%0.00%0.01%Q1 2016Q3 202320
IFP Advisors, Inc 1110.00%0.00%0.02%Q2 2016Q1 202220
American Portfolios Advisors 20200.00%0.01%0.02%Q4 2017Q3 202220
BlackRock Inc. 1510.00%0.00%0.00%Q1 2017Q3 202320
WealthTrust-Arizona, LLC 19190.02%0.30%0.86%Q2 2013Q4 201719
STIFEL FINANCIAL CORP 19190.00%0.02%0.23%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
STERLING INVESTMENT ADVISORS LLC /ADV 19194.46%8.59%12.48%Q1 2019Q3 202319
VALICENTI ADVISORY SERVICES INC 18180.58%1.89%3.26%Q1 2019Q2 202318
Cetera Advisors LLC 18180.01%0.03%0.04%Q2 2019Q3 202318
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
CAPTRUST FINANCIAL ADVISORS 17170.00%0.01%0.02%Q2 2018Q2 202217
ENVESTNET ASSET MANAGEMENT INC 1310.00%0.00%0.00%Q1 2016Q3 202317
Perkins Coie Trust Co 16160.00%0.00%0.01%Q2 2015Q1 201916
Janney Montgomery Scott LLC 1420.00%0.03%0.08%Q4 2016Q3 202216
FMR LLC 1310.00%0.00%0.00%Q3 2018Q3 202316
Migdal Insurance & Financial Holdings Ltd. 1510.00%0.06%0.19%Q4 2016Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.01%0.01%0.01%Q4 2019Q3 202316
ASSETMARK, INC 1510.00%0.10%0.38%Q2 2014Q3 202216
Patriot Financial Group Insurance Agency, LLC 16160.02%0.04%0.12%Q3 2018Q2 202216
TRUIST FINANCIAL CORP 1140.00%0.00%0.00%Q4 2019Q3 202315
Lowe Wealth Advisors, LLC 15150.06%1.47%3.01%Q2 2020Q4 202315
Vantage Investment Advisors, LLC 15150.00%0.00%0.00%Q1 2015Q3 201815
NBT BANK N A /NY 1230.02%0.04%0.04%Q1 2019Q3 202315
KCS Wealth Advisory 15150.22%1.06%1.71%Q2 2019Q4 202215
Acorn Wealth Advisors, LLC 15150.16%0.22%0.32%Q1 2020Q3 202315
BAILARD, INC. 15150.44%0.99%1.55%Q1 2020Q3 202315
FinTrust Capital Advisors, LLC 15150.00%0.24%1.76%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
EDMOND DE ROTHSCHILD HOLDING S.A. 15150.00%0.01%0.01%Q2 2015Q4 201815
LFA - Lugano Financial Advisors SA 15151.46%2.24%3.63%Q1 2020Q3 202315
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 15150.00%0.00%0.00%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.02%Q1 2020Q3 202315
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1010.00%0.00%0.00%Q1 2014Q3 202315
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 14141.51%2.11%2.35%Q2 2020Q3 202314
Bigelow Investment Advisors, LLC 14140.55%0.80%1.07%Q2 2020Q3 202314
WRAPMANAGER INC 14140.45%0.55%0.66%Q2 2020Q3 202314
PRUDENTIAL PLC 14140.00%0.01%0.02%Q2 2020Q3 202314
Global Trust Asset Management, LLC 14140.00%0.04%0.22%Q2 2020Q3 202314
GUGGENHEIM CAPITAL LLC 14140.00%0.01%0.02%Q1 2020Q2 202314
NEXT Financial Group, Inc 610.00%0.01%0.02%Q3 2014Q4 202114
CAMBIAR INVESTORS LLC 14140.09%0.15%0.19%Q2 2020Q3 202314
Capital Investment Advisory Services, LLC 860.00%0.03%0.10%Q2 2019Q4 202214
MML INVESTORS SERVICES, LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
AMG National Trust Bank 14140.02%0.07%0.13%Q2 2020Q3 202314
Creative Planning 710.00%0.01%0.02%Q3 2013Q3 202314
PFG Advisors 13130.04%0.25%0.61%Q4 2017Q4 202013
TRUST CO OF VIRGINIA /VA 13130.06%0.84%1.12%Q4 2019Q4 202213
Beaumont Financial Partners, LLC 13130.06%0.08%0.11%Q3 2019Q3 202213
QCI ASSET MANAGEMENT INC/NY 13130.00%0.00%0.00%Q1 2017Q1 202013
THRIVENT FINANCIAL FOR LUTHERANS 13130.00%0.00%0.00%Q3 2014Q3 201713
PNC FINANCIAL SERVICES GROUP, INC. 710.00%0.00%0.00%Q4 2014Q2 202313
SeaBridge Investment Advisors LLC 850.68%1.33%1.93%Q1 2019Q3 202313
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Running Point Capital Advisors, LLC 12120.29%0.48%0.67%Q4 2020Q3 202312
Mascoma Wealth Management LLC 910.00%0.27%2.42%Q3 2019Q3 202312
Citadel Advisors 910.00%0.00%0.02%Q2 2019Q1 202312
MEITAV INVESTMENT HOUSE LTD 750.02%0.04%0.07%Q3 2020Q3 202312
Wealthcare Advisory Partners LLC 12120.01%0.78%2.00%Q1 2020Q4 202212
OLD MISSION CAPITAL LLC 720.01%0.03%0.13%Q2 2020Q3 202312
SVB WEALTH LLC 12120.00%0.00%0.01%Q4 2019Q3 202212
Portland Global Advisors LLC 12120.57%1.03%1.47%Q4 2020Q3 202312
Venturi Wealth Management, LLC 930.00%0.75%1.51%Q1 2016Q3 202312
Qube Research & Technologies Ltd 810.00%0.04%0.16%Q4 2019Q3 202312
Jaffetilchin Investment Partners, LLC 12120.03%0.06%0.13%Q2 2019Q1 202212
BlackRock Investment Management, LLC 1110.00%0.00%0.00%Q3 2013Q4 201612
BOKF, NA 910.00%0.01%0.01%Q3 2017Q3 202311
Integrated Advisors Network LLC 11110.05%0.19%0.53%Q1 2021Q3 202311
BB&T SECURITIES, LLC 920.00%0.00%0.00%Q3 2016Q3 201911
Verdence Capital Advisors LLC 11110.05%0.07%0.10%Q4 2017Q2 202011
Wellesley Investment Partners, LLC 11110.08%0.15%0.25%Q4 2015Q2 201811
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 11110.01%0.02%0.02%Q1 2020Q3 202211
CENTRAL TRUST Co 11110.00%0.01%0.02%Q4 2019Q2 202211
AXA S.A. 11110.00%0.00%0.00%Q4 2013Q2 201611
ATTICUS WEALTH MANAGEMENT, LLC 10100.01%1.31%3.92%Q2 2020Q3 202210
Bellwether Advisors, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
Bluefin Trading, LLC 610.03%0.36%0.76%Q2 2013Q1 201610
Legacy Capital Partners, Inc. 10100.09%0.13%0.23%Q4 2019Q1 202210
Sunflower Bank, N.A. 10100.04%0.11%0.17%Q2 2021Q3 202310
Windhaven Investment Management, Inc. 10101.62%2.14%2.38%Q2 2013Q3 201510
BANK OF MONTREAL /CAN/ 510.00%0.00%0.04%Q4 2013Q2 202310
Curi Wealth Management, LLC 10100.07%3.35%5.63%Q4 2020Q1 202310
Jefferies Group LLC 520.00%0.03%0.08%Q4 2013Q3 201610
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.02%0.06%Q2 2018Q3 202010
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
STEPHENS INC /AR/ 990.00%0.00%0.01%Q3 2021Q3 20239
HSBC HOLDINGS PLC 410.00%0.00%0.00%Q2 2020Q3 20239
HOWE & RUSLING INC 510.00%0.00%0.00%Q3 2014Q2 20239
ESL Trust Services, LLC 990.17%0.28%0.39%Q3 2021Q3 20239
Virtu KCG Holdings LLC 410.01%0.04%0.21%Q3 2013Q2 20178
CAMDEN NATIONAL BANK 880.07%0.15%0.25%Q2 2020Q1 20228
DEUTSCHE BANK AG\ 620.00%0.00%0.00%Q3 2013Q2 20218
WOLVERINE TRADING, LLC 310.00%0.00%0.02%Q4 2016Q1 20218
Weaver Consulting Group 880.02%0.13%0.25%Q1 2019Q4 20208
Teza Capital Management LLC 880.04%0.09%0.14%Q2 2020Q1 20228
Private Advisor Group, LLC 880.01%0.02%0.05%Q2 2019Q1 20218
EASTERN BANK 880.01%0.53%1.07%Q1 2019Q4 20208
Treynor Bancshares, Inc. 880.73%0.84%1.10%Q4 2021Q3 20238
Motley Fool Wealth Management, LLC 880.02%0.18%0.24%Q1 2020Q4 20218
PICTET ASSET MANAGEMENT SA 880.00%0.00%0.00%Q3 2021Q2 20238
Catalyst Capital Advisors LLC 880.01%0.01%0.01%Q2 2020Q1 20228
Kathleen S. Wright Associates Inc. 880.24%0.39%0.48%Q4 2021Q3 20238
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 520.06%0.42%1.36%Q4 2019Q3 20237
Dynamic Advisor Solutions LLC 430.03%0.09%0.19%Q2 2020Q3 20237
FIRST NATIONAL CORP /MA/ /ADV 770.95%1.53%2.70%Q2 2020Q4 20217
Mirae Asset Global Investments Co., Ltd. 610.01%0.05%0.24%Q2 2020Q3 20237
AE Wealth Management LLC 310.00%0.02%0.05%Q4 2019Q3 20237
Private Capital Group, LLC 770.00%0.00%0.00%Q4 2017Q2 20197
MANUFACTURERS LIFE INSURANCE COMPANY, THE 520.00%0.00%0.00%Q3 2016Q2 20187
MSI Financial Services Inc 510.00%0.00%0.00%Q2 2013Q4 20167
Saba Capital Management, L.P. 770.09%0.17%0.32%Q2 2014Q4 20157
SEI INVESTMENTS CO 610.00%0.00%0.00%Q1 2015Q2 20187
Ameritas Advisory Services, LLC 610.34%0.40%0.50%Q4 2021Q3 20237
BARCLAYS PLC 520.00%0.00%0.00%Q4 2018Q3 20217
Laidlaw Wealth Management LLC 770.09%0.57%1.45%Q1 2020Q3 20217
ROBINSON CAPITAL MANAGEMENT, LLC 770.07%0.11%0.19%Q1 2020Q3 20217
American Trust 660.02%0.04%0.07%Q1 2022Q2 20236
PRIVATE TRUST CO NA 660.01%0.01%0.02%Q2 2022Q3 20236
Estate Counselors, LLC 660.63%1.50%2.24%Q3 2018Q4 20196
NorthCrest Asset Manangement, LLC 310.17%0.21%0.30%Q4 2021Q3 20236
Latitude Advisors, LLC 660.14%0.74%1.18%Q4 2020Q1 20226
NOMURA ASSET MANAGEMENT CO LTD 660.02%0.05%0.06%Q2 2022Q3 20236
Eastover Investment Advisors LLC 660.32%0.45%0.54%Q4 2020Q1 20226
AVANTAX ADVISORY SERVICES, INC. 660.00%0.03%0.05%Q1 2020Q2 20216
GOLDMAN SACHS GROUP INC 660.00%0.00%0.00%Q2 2022Q3 20236
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 660.03%0.04%0.06%Q2 2013Q3 20146
Financial Management Professionals, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
UNITED CAPITAL FINANCIAL ADVISORS, LLC 510.00%0.04%0.12%Q1 2017Q3 20186
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
IHT Wealth Management, LLC 660.00%0.01%0.01%Q4 2016Q1 20186
WEALTHCARE CAPITAL MANAGEMENT LLC 550.05%0.08%0.09%Q1 2020Q1 20215
Gupta Wealth Management LLC 550.00%0.00%0.00%Q1 2015Q1 20165
Atria Wealth Solutions, Inc. 550.00%0.01%0.01%Q3 2022Q3 20235
Parallel Advisors, LLC 320.00%0.00%0.01%Q4 2018Q1 20215
Global Wealth Management Investment Advisory, Inc. 550.00%0.01%0.02%Q2 2019Q2 20205
Tower Research Capital LLC (TRC) 210.00%0.00%0.01%Q2 2015Q3 20235
WOODMONT INVESTMENT COUNSEL LLC 550.04%0.05%0.06%Q4 2019Q4 20205
AdvisorNet Financial, Inc 550.00%0.00%0.00%Q2 2018Q2 20195
Princeton Global Asset Management LLC 550.17%0.28%0.33%Q2 2020Q2 20215
Archer Investment Corp 550.00%0.00%0.00%Q4 2018Q4 20195
PALLADIEM, LLC 320.88%1.88%3.34%Q4 2020Q3 20235
STEEL GROVE CAPITAL ADVISORS, LLC 550.07%0.12%0.16%Q1 2021Q1 20225
Meadow Creek Wealth Advisors LLC 410.42%0.53%0.70%Q4 2019Q3 20225
Dorsey & Whitney Trust CO LLC 550.02%0.06%0.10%Q1 2021Q1 20225
TD Waterhouse Canada Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
MACRO Consulting Group 552.63%2.80%2.94%Q2 2020Q2 20215
Global Financial Private Capital, Inc 550.00%0.54%0.83%Q2 2019Q2 20205
HHG & Company, LLC 550.43%0.46%0.49%Q2 2013Q2 20145
Cobble Hill Financial Services, INC 320.04%0.04%0.05%Q2 2013Q3 20145
Watson Rebecca 441.63%2.66%3.42%Q4 2019Q3 20204
Financial Architects, Inc 310.00%0.00%0.00%Q2 2014Q2 20154
Intrepid Financial Planning Group LLC 440.11%0.12%0.13%Q2 2022Q1 20234
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q3 20234
FLOW TRADERS U.S. LLC 310.00%0.05%0.13%Q2 2020Q2 20214
Stonebridge Financial Planning Group, LLC 440.02%0.04%0.06%Q3 2020Q2 20214
Ameritas Investment Company, LLC 310.00%0.39%0.57%Q4 2018Q3 20214
BHF RG Capital Inc. 441.05%1.33%1.63%Q2 2020Q1 20214
Baltimore-Washington Financial Advisors, Inc. 440.00%0.01%0.01%Q4 2013Q3 20144
Long Run Wealth Advisors, LLC 440.14%4.04%6.27%Q4 2021Q3 20224
Aspire Private Capital, LLC 440.00%0.00%0.00%Q2 2019Q1 20204
Steward Partners Investment Advisory, LLC 440.00%0.01%0.01%Q2 2020Q1 20214
Lloyd Advisory Services, LLC. 210.00%0.00%0.01%Q4 2019Q3 20214
Beaumont Financial Advisors, LLC 440.06%0.07%0.07%Q4 2022Q3 20234
Stratos Investment Management, LLC 443.06%3.09%3.13%Q4 2022Q3 20234
CreativeOne Wealth, LLC 310.02%0.08%0.12%Q4 2020Q3 20234
FIFTH THIRD BANCORP 310.00%0.00%0.00%Q3 2013Q1 20214
Cetera Investment Advisers 440.01%0.02%0.03%Q4 2022Q3 20234
Outlook Wealth Advisors, LLC 440.32%0.40%0.47%Q1 2020Q4 20204
Miracle Mile Advisors, LLC 440.02%1.03%2.06%Q4 2022Q3 20234
Montecito Bank & Trust 220.04%0.15%0.35%Q1 2022Q3 20234
JAMES INVESTMENT RESEARCH INC 440.00%0.00%0.01%Q3 2014Q2 20154
BARINGS LLC 440.17%0.20%0.21%Q3 2020Q2 20214
Pacific Wealth Management 4410.72%13.21%14.37%Q4 2022Q3 20234
COLTON GROOME FINANCIAL ADVISORS, LLC 440.89%1.60%2.39%Q4 2022Q3 20234
Stratos Wealth Partners, LTD. 210.00%0.04%0.17%Q4 2017Q3 20224
Advisor Resource Council 440.11%0.19%0.29%Q4 2022Q3 20234
Marion Wealth Management 440.37%0.50%0.60%Q4 2021Q3 20224
Sugarloaf Wealth Management, LLC 330.34%0.47%0.54%Q1 2023Q3 20233
PETRA FINANCIAL ADVISORS INC 210.37%0.41%0.47%Q4 2022Q3 20233
LINCOLN NATIONAL CORP 330.01%0.01%0.01%Q4 2020Q2 20213
Quadrant Private Wealth Management, LLC 330.12%0.14%0.15%Q1 2023Q3 20233
Sigma Planning Corp 330.01%0.01%0.01%Q3 2020Q1 20213
People's United Financial, Inc. 330.01%0.02%0.02%Q2 2019Q4 20193
BESSEMER GROUP INC 330.00%0.00%0.00%Q3 2020Q1 20213
HATTON CONSULTING, INC. 336.42%6.75%7.14%Q1 2021Q3 20213
Crestwood Advisors Group, LLC 330.01%0.02%0.02%Q2 2020Q4 20203
Plancorp, LLC 210.27%0.31%0.35%Q1 2015Q4 20153
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q2 2020Q2 20223
BANK OF THE WEST 330.04%0.04%0.04%Q2 2016Q4 20163
Summit X, LLC 330.12%0.13%0.14%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.02%0.02%0.02%Q3 2022Q3 20233
Astoria Portfolio Advisors LLC. 330.96%1.49%2.21%Q4 2021Q2 20223
Aptus Capital Advisors, LLC 210.00%0.00%0.01%Q3 2022Q3 20233
Gratus Capital, LLC 330.07%1.00%1.46%Q2 2020Q4 20203
Veritable, L.P. 210.00%0.00%0.01%Q2 2014Q1 20153
Compass Ion Advisors, LLC 330.06%5.34%8.21%Q1 2023Q3 20233
Clearstead Advisors, LLC 330.01%0.01%0.02%Q3 2021Q1 20223
TRANSATLANTIQUE PRIVATE WEALTH LLC 210.17%0.18%0.19%Q3 2022Q2 20233
VitalStone Financial, LLC 210.00%0.01%0.01%Q4 2022Q3 20233
Blue Chip Partners, LLC 330.02%0.02%0.02%Q2 2020Q4 20203
BDO Wealth Advisors, LLC 330.01%0.19%0.37%Q3 2019Q1 20203
FINANCIAL LIFE ADVISORS 330.74%0.80%0.90%Q1 2023Q3 20233
Integrated Wealth Management 330.00%0.00%0.00%Q1 2015Q3 20153
Regency Capital Management Inc.\DE 330.01%0.01%0.01%Q1 2021Q3 20213
SevenBridge Financial Group, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
WEALTHSOURCE PARTNERS, LLC 330.04%0.05%0.06%Q1 2023Q3 20233
Sowell Financial Services LLC 330.00%0.00%0.00%Q3 2020Q1 20213
HEADINVEST, LLC 210.01%0.19%0.31%Q4 2020Q3 20233
CONSULTIVA WEALTH MANAGEMENT, CORP. 213.75%4.03%4.43%Q2 2019Q1 20213
Price Capital Management, Inc. 210.05%0.19%0.44%Q1 2019Q4 20193
Midwest Professional Planners, LTD. 330.02%0.02%0.02%Q4 2017Q2 20183
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
ROWLAND CARMICHAEL ADVISORS INC /ADV 330.01%0.01%0.01%Q2 2016Q4 20163
TWO SIGMA SECURITIES, LLC 210.01%0.03%0.07%Q4 2016Q3 20213
Advisory Alpha, LLC 330.02%0.02%0.03%Q1 2021Q3 20213
Joseph P. Lucia & Associates, LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Allworth Financial LP 210.00%0.00%0.00%Q1 2019Q1 20223
Optas, LLC 330.94%1.05%1.16%Q2 2020Q4 20203
Argent Wealth Management LLC 330.51%0.60%0.66%Q4 2019Q2 20203
Brookstone Capital Management 210.02%0.09%0.12%Q2 2020Q3 20233
Csenge Advisory Group 330.49%0.84%1.02%Q2 2020Q4 20203
Pinnacle Private Wealth, LLC 330.15%0.17%0.20%Q4 2021Q2 20223
ShoreHaven Wealth Partners, LLC 330.94%1.54%1.95%Q1 2023Q3 20233
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
BOYS ARNOLD & CO INC 220.05%0.06%0.07%Q4 2019Q1 20202
ATWOOD & PALMER INC 220.00%0.00%0.00%Q3 2015Q4 20152
SRS Capital Advisors, Inc. 220.03%0.04%0.05%Q3 2020Q4 20202
Madison Asset Management, LLC 220.08%0.34%0.60%Q2 2023Q3 20232
HERITAGE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Westside Investment Management, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Integrated Wealth Concepts LLC 220.02%0.03%0.03%Q2 2023Q3 20232
OLD NATIONAL BANCORP /IN/ 220.49%0.52%0.55%Q3 2018Q4 20182
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2018Q3 20232
Black Swift Group, LLC 220.02%0.04%0.06%Q1 2020Q2 20202
Virtu Financial LLC 220.02%0.02%0.03%Q1 2018Q2 20182
GEM Asset Management, LLC 220.30%0.31%0.31%Q2 2023Q3 20232
Jane Street Holding, LLC 110.01%0.02%0.02%Q2 2013Q4 20132
Biltmore Family Office, LLC 220.38%1.69%3.00%Q2 2020Q3 20202
Crewe Advisors LLC 220.02%0.02%0.02%Q2 2022Q3 20222
COLONY GROUP LLC 110.00%0.00%0.00%Q3 2013Q1 20152
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Shelter Mutual Insurance Co 220.12%0.12%0.13%Q2 2023Q3 20232
MTM Investment Management, LLC 110.00%0.00%0.00%Q2 2022Q4 20222
Verition Fund Management LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Ledyard National Bank 220.01%0.01%0.01%Q4 2014Q1 20152
CONNING INC. 220.03%0.03%0.03%Q3 2018Q4 20182
Crabel Capital Management, LLC 110.06%0.23%0.40%Q3 2020Q2 20212
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Commonwealth Equity Services, Inc 220.00%0.00%0.00%Q2 2017Q3 20172
Bank of New York Mellon Corp 110.00%0.00%0.00%Q3 2013Q3 20152
DONALDSON CAPITAL MANAGEMENT, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Apriem Advisors 220.00%0.00%0.00%Q4 2014Q1 20152
Avior Wealth Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20222
PACES FERRY WEALTH ADVISORS, LLC 110.11%0.14%0.18%Q3 2020Q2 20212
V Wealth Advisors LLC 220.23%0.66%1.08%Q2 2020Q3 20202
WBI INVESTMENTS, LLC 110.45%0.71%0.96%Q3 2015Q2 20162
Kestra Advisory Services, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Renaissance Technologies 110.00%0.00%0.00%Q2 2020Q4 20202
Global Retirement Partners, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Fortune Financial Advisors, LLC 220.21%0.21%0.22%Q2 2023Q3 20232
LifePlan Financial Group, Inc 220.01%0.01%0.02%Q2 2020Q3 20202
Asset Dedication, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Vigilant Capital Management, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Argent Trust Co 110.04%0.04%0.04%Q4 2019Q4 20191
Dana Investment Advisors, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
One Capital Management, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Gradient Investments LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
PACIFIC FINANCIAL GROUP INC 110.60%0.60%0.60%Q3 2020Q3 20201
Lenox Wealth Management, Inc. 110.81%0.81%0.81%Q4 2017Q4 20171
FIRST FINANCIAL EQUITY CORPORATION 110.05%0.05%0.05%Q1 2017Q1 20171
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Independent Advisor Alliance 110.06%0.06%0.06%Q1 2017Q1 20171
Custos Family Office, LLC 111.05%1.05%1.05%Q4 2021Q4 20211
BOSTON PRIVATE BANK & TRUST CO 110.00%0.00%0.00%Q3 2013Q3 20131
Cynosure Group, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
M Holdings Securities, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q2 2013Q2 20131
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
CAMDEN NATIONAL CORP 110.18%0.18%0.18%Q1 2021Q1 20211
Penserra Capital Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q4 2015Q4 20151
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2014Q1 20141
Ballew Advisors, Inc 110.01%0.01%0.01%Q3 2018Q3 20181
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2022Q2 20221
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q2 2023Q2 20231
D.A. DAVIDSON & CO. 110.00%0.00%0.00%Q2 2013Q2 20131
Argentus Capital Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Ironwood Financial, llc 110.00%0.00%0.00%Q3 2015Q3 20151
Steward Financial Group LLC 110.01%0.01%0.01%Q2 2022Q2 20221
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q3 2013Q3 20131
GM Advisory Group, LLC 112.98%2.98%2.98%Q2 2022Q2 20221
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
1919 Investment Counsel, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
TD Capital Management LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Choate Investment Advisors 110.00%0.00%0.00%Q3 2020Q3 20201
Knuff & Co LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Aquire Wealth Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Conrad Siegel Investment Advisors, Inc. 110.39%0.39%0.39%Q4 2021Q4 20211
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q2 2019Q2 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Karp Capital Management Corp 110.06%0.06%0.06%Q3 2022Q3 20221
OPPENHEIMER & CO INC 110.01%0.01%0.01%Q1 2022Q1 20221
Brand Asset Management Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Partnervest Advisory Services LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Certified Advisory Corp 110.00%0.00%0.00%Q4 2017Q4 20171
Eukles Asset Management 110.00%0.00%0.00%Q4 2021Q4 20211
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Simplicity Solutions, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
PINNACLE FINANCIAL PARTNERS INC 110.01%0.01%0.01%Q3 2023Q3 20231
Heritage Wealth Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
Almanack Investment Partners, LLC. 110.04%0.04%0.04%Q3 2019Q3 20191
Elite Wealth Management, Inc. 112.21%2.21%2.21%Q3 2021Q3 20211
SCOTIA CAPITAL INC. 110.00%0.00%0.00%Q2 2019Q2 20191
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
IPG Investment Advisors LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Tranquility Partners, LLC 110.49%0.49%0.49%Q2 2020Q2 20201
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Brouwer & Janachowski, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Lindbrook Capital, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Apollon Wealth Management, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Sandy Spring Bank 110.00%0.00%0.00%Q4 2014Q4 20141
Trilogy Capital Inc. 110.04%0.04%0.04%Q1 2021Q1 20211
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
TCWP LLC 110.02%0.02%0.02%Q1 2022Q1 20221
LEAVELL INVESTMENT MANAGEMENT, INC. 110.02%0.02%0.02%Q3 2022Q3 20221
M&T BANK CORP 110.00%0.00%0.00%Q3 2014Q3 20141
GeoWealth Management, LLC 110.22%0.22%0.22%Q3 2021Q3 20211
HC FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q2 2022Q2 20221
Insight Wealth Strategies, LLC 110.09%0.09%0.09%Q3 2020Q3 20201
External links

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