ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
Curbstone Financial Management Corp 39390.13%0.23%0.43%Q2 2014Q4 202339
Texas Yale Capital Corp. 36360.03%0.04%0.06%Q4 2014Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
BANK OF MONTREAL /CAN/ 1310.00%0.00%0.00%Q2 2013Q3 202333
JANE STREET GROUP, LLC 920.00%0.01%0.04%Q1 2014Q3 202332
JAMES INVESTMENT RESEARCH INC 30300.00%0.02%0.10%Q3 2013Q4 202030
HighTower Advisors, LLC 30300.00%0.03%0.06%Q1 2016Q2 202330
JPMORGAN CHASE & CO 2610.00%0.00%0.00%Q2 2013Q4 202129
ENVESTNET ASSET MANAGEMENT INC 1250.00%0.00%0.00%Q3 2013Q2 202228
Global Endowment Management, LP 27270.08%0.18%0.37%Q1 2017Q3 202327
HUNTINGTON NATIONAL BANK 26260.00%0.00%0.00%Q2 2017Q3 202326
CITIGROUP INC 25250.00%0.00%0.00%Q2 2013Q2 201925
AMG National Trust Bank 15100.01%0.16%0.40%Q2 2013Q2 202125
AXA S.A. 24240.00%0.00%0.01%Q4 2013Q3 201924
ZACKS INVESTMENT MANAGEMENT 1620.00%0.03%0.05%Q2 2015Q3 202323
OLD MISSION CAPITAL LLC 1110.02%0.05%0.17%Q4 2014Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
IFP Advisors, Inc 1470.00%0.00%0.00%Q4 2015Q2 202121
NEXT Financial Group, Inc 1220.00%0.07%0.15%Q2 2015Q4 202021
BREWIN DOLPHIN LTD 20200.00%0.00%0.01%Q3 2017Q2 202220
PNC FINANCIAL SERVICES GROUP, INC. 1730.00%0.00%0.00%Q3 2014Q2 202320
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.00%Q2 2013Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
JBF Capital, Inc. 19190.03%0.12%0.20%Q1 2016Q3 202019
Citadel Advisors 810.00%0.00%0.00%Q1 2016Q3 202319
MANUFACTURERS LIFE INSURANCE COMPANY, THE 18180.00%0.00%0.00%Q3 2013Q4 201718
SG Americas Securities, LLC 830.00%0.02%0.04%Q2 2013Q3 201818
Brinker Capital Investments, LLC 1430.04%0.07%0.09%Q2 2013Q1 201917
LPL Financial LLC 1310.00%0.00%0.00%Q3 2013Q3 202317
Equitable Holdings, Inc. 16160.01%0.02%0.05%Q4 2019Q3 202316
Creative Planning 880.00%0.00%0.00%Q2 2013Q2 201716
Marotta Asset Management 1331.34%1.71%1.93%Q4 2019Q4 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
MSI Financial Services Inc 1130.00%0.01%0.16%Q2 2013Q4 201614
ATLAS CAPITAL ADVISORS LLC 1040.01%0.08%0.17%Q1 2018Q3 202114
CIBC WORLD MARKET INC. 810.00%0.01%0.03%Q2 2013Q1 201814
Hexagon Capital Partners LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
TD ASSET MANAGEMENT INC 12120.00%0.00%0.00%Q2 2017Q1 202012
LADENBURG THALMANN FINANCIAL SERVICES INC. 840.00%0.00%0.00%Q2 2014Q4 201912
MML INVESTORS SERVICES, LLC 12120.01%0.03%0.05%Q4 2019Q3 202212
HSBC HOLDINGS PLC 910.00%0.00%0.00%Q3 2016Q1 202211
FLOW TRADERS U.S. LLC 410.00%0.03%0.05%Q3 2014Q3 202311
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 510.01%0.07%0.18%Q2 2015Q3 202311
Compagnie Lombard Odier SCmA 730.00%0.01%0.02%Q4 2013Q3 201610
Virtu KCG Holdings LLC 710.01%0.04%0.15%Q4 2013Q2 201710
Versant Capital Management, Inc 10101.63%2.56%3.21%Q4 2015Q1 201810
Steward Partners Investment Advisory, LLC 820.00%0.00%0.02%Q4 2016Q3 201910
AMERIPRISE FINANCIAL INC 540.00%0.00%0.00%Q3 2013Q4 20199
STIFEL FINANCIAL CORP 540.00%0.00%0.01%Q3 2015Q2 20189
Avior Wealth Management, LLC 990.00%0.00%0.00%Q1 2019Q1 20219
ADVANTAGE INVESTMENT MANAGEMENT, LLC 990.00%0.00%0.00%Q2 2016Q2 20189
abrdn plc 990.01%0.01%0.01%Q3 2021Q3 20239
BARCLAYS PLC 620.00%0.00%0.00%Q4 2015Q2 20238
Private Capital Group, LLC 880.01%0.01%0.01%Q4 2017Q3 20198
Hartford Financial Management Inc. 710.03%0.03%0.04%Q3 2017Q4 20198
RAYMOND JAMES & ASSOCIATES 510.00%0.00%0.00%Q2 2015Q3 20188
CAPTRUST FINANCIAL ADVISORS 880.00%0.00%0.00%Q3 2017Q2 20198
TD Waterhouse Canada Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
Cetera Advisors LLC 610.01%0.01%0.02%Q2 2017Q1 20197
Cribstone Capital Management, LLC 770.00%0.00%0.00%Q2 2016Q4 20177
AMERICAN INTERNATIONAL GROUP, INC. 430.00%0.00%0.00%Q4 2013Q1 20167
COOKSON PEIRCE & CO INC 430.07%0.13%0.20%Q4 2013Q2 20167
SYNOVUS FINANCIAL CORP 660.00%0.01%0.01%Q1 2015Q2 20166
MARYLAND CAPITAL ADVISORS INC. 660.01%0.01%0.01%Q2 2022Q3 20236
NEW ENGLAND SECURITIES CORP /MA/ 660.00%0.00%0.00%Q3 2013Q4 20146
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2013Q4 20146
Sepio Capital, LP 220.06%0.09%0.10%Q1 2020Q3 20236
1st Global Advisors, Inc. 660.05%0.16%0.21%Q3 2015Q4 20166
BENJAMIN F. EDWARDS & COMPANY, INC. 550.12%0.17%0.22%Q3 2015Q3 20165
Placemark Investments, Inc. 320.00%0.00%0.01%Q2 2013Q3 20145
GREAT WEST LIFE ASSURANCE CO /CAN/ 550.00%0.00%0.00%Q4 2013Q4 20145
Numeric Investors LLC 210.00%0.00%0.01%Q4 2013Q4 20155
BAILARD, INC. 210.04%0.05%0.06%Q1 2014Q3 20155
Laffer Tengler Investments, Inc. 550.12%0.87%1.39%Q3 2015Q3 20165
Solstein Capital, LLC 550.01%0.10%0.47%Q3 2021Q3 20225
Maryland Capital Management 320.04%0.04%0.05%Q2 2014Q3 20155
UBS AG 410.00%0.00%0.00%Q2 2013Q3 20145
Raymond James Financial Services Advisors, Inc. 210.00%0.02%0.05%Q2 2016Q3 20235
AFAM CAPITAL, INC. 320.21%0.27%0.32%Q1 2016Q3 20185
Clark Capital Management Group, Inc. 440.30%0.55%0.77%Q2 2015Q1 20164
US BANCORP \DE\ 220.00%0.00%0.00%Q2 2014Q1 20164
ABERDEEN ASSET MANAGEMENT PLC/UK 440.01%0.01%0.01%Q3 2016Q2 20174
Independent Portfolio Consultants, Inc. 310.04%0.44%0.64%Q3 2014Q3 20154
Advisory Services Network, LLC 210.00%0.00%0.00%Q1 2020Q2 20214
BB&T SECURITIES, LLC 440.00%0.00%0.00%Q2 2017Q1 20184
BALDWIN BROTHERS LLC/MA 440.00%0.00%0.00%Q3 2016Q2 20174
Financial Gravity Asset Management, Inc. 440.00%0.01%0.03%Q2 2019Q1 20204
Cobble Hill Financial Services, INC 440.17%0.20%0.21%Q3 2013Q2 20144
ETF MANAGERS GROUP, LLC 440.00%0.00%0.00%Q3 2018Q2 20194
Knollwood Investment Advisory, LLC 330.05%0.07%0.09%Q4 2022Q2 20233
Jane Street Holding, LLC 330.00%0.00%0.01%Q2 2013Q4 20133
ExodusPoint Capital Management, LP 330.00%0.00%0.00%Q1 2022Q3 20223
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
M&T BANK CORP 110.00%0.00%0.00%Q3 2015Q3 20173
Covestor Ltd 330.00%0.00%0.00%Q1 2023Q3 20233
DIXON HUBARD FEINOUR & BROWN INC/VA 210.08%0.08%0.08%Q2 2014Q4 20153
Bison Wealth, LLC 330.49%0.53%0.58%Q1 2015Q3 20153
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q4 2020Q4 20213
Yellowstone Partners, LLC 330.11%0.11%0.12%Q3 2014Q1 20153
First Horizon Advisors, Inc. 330.00%0.29%0.44%Q2 2014Q4 20143
FLAGSHIP HARBOR ADVISORS, LLC 330.00%0.00%0.00%Q2 2018Q4 20183
SUNTRUST BANKS INC 330.01%0.01%0.01%Q2 2015Q4 20153
AE Wealth Management LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Merriman Wealth Management, LLC 330.50%0.77%1.24%Q2 2013Q4 20133
Teamwork Financial Advisors, LLC 330.10%0.14%0.17%Q1 2023Q3 20233
Manchester Capital Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2015Q3 20162
ASSETMARK, INC 110.00%0.00%0.00%Q4 2015Q3 20232
B. Riley Wealth Management, Inc. 220.01%0.01%0.01%Q2 2014Q3 20142
Shamrock Asset Management LLC 220.00%0.84%1.69%Q3 2014Q4 20142
Cetera Advisor Networks LLC 220.03%0.03%0.03%Q1 2014Q2 20142
WESPAC Advisors, LLC 220.25%0.28%0.31%Q4 2015Q1 20162
EverSource Wealth Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Virtus Fund Advisers, LLC 220.00%0.00%0.00%Q2 2014Q3 20142
WILMINGTON TRUST CO 220.00%0.00%0.00%Q1 2014Q2 20142
BRINKER CAPITAL INC 220.03%0.03%0.03%Q1 2015Q2 20152
STEPHENS INC /AR/ 220.01%0.01%0.01%Q2 2014Q3 20142
SIGNATUREFD, LLC 220.02%0.02%0.02%Q4 2015Q1 20162
HAYS ADVISORY LLC 221.25%1.27%1.29%Q2 2014Q3 20142
CURIAN CAPITAL LLC 110.04%0.04%0.04%Q4 2014Q4 20152
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
FMR LLC 110.00%0.00%0.00%Q3 2016Q2 20202
OPPENHEIMER & CO INC 220.01%0.01%0.01%Q2 2015Q3 20152
BAROMETER CAPITAL MANAGEMENT INC. 110.16%0.18%0.21%Q1 2014Q4 20152
XPONANCE, INC. 220.04%0.06%0.07%Q4 2017Q1 20182
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 222.45%2.64%2.83%Q1 2016Q2 20162
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Hilltop Holdings Inc. 220.04%0.29%0.54%Q2 2021Q3 20212
Keel Point, LLC 220.16%0.31%0.46%Q3 2015Q4 20152
Genesis Wealth Advisors, LLC 220.08%0.09%0.11%Q1 2015Q2 20152
Beacon Harbor Wealth Advisors, Inc. 221.78%1.80%1.82%Q3 2019Q4 20192
Highstreet Asset Management Inc. 110.00%0.00%0.00%Q2 2017Q1 20192
Visionary Asset Management, Inc. 220.05%0.07%0.09%Q2 2014Q3 20142
TRUE Private Wealth Advisors 220.09%0.30%0.50%Q4 2015Q1 20162
OLD MISSION CAPITAL, LLC 110.03%0.04%0.06%Q4 2016Q4 20202
Stratos Wealth Advisors, LLC 110.29%0.29%0.29%Q3 2021Q3 20211
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q3 2023Q3 20231
Concert Wealth Management Inc. 110.02%0.02%0.02%Q3 2016Q3 20161
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q3 2015Q3 20151
Virtu Financial LLC 110.02%0.02%0.02%Q3 2017Q3 20171
KCS Wealth Advisory 110.00%0.00%0.00%Q3 2019Q3 20191
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q4 2016Q4 20161
Tarbox Family Office, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Legacy Capital Group California, Inc. 110.28%0.28%0.28%Q3 2023Q3 20231
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q4 2015Q4 20151
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Cornerstone Wealth Management, LLC 110.14%0.14%0.14%Q2 2018Q2 20181
NewEdge Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Braver Wealth Management, LLC 110.83%0.83%0.83%Q4 2015Q4 20151
Glovista Investments LLC 110.04%0.04%0.04%Q2 2017Q2 20171
Crabel Capital Management, LLC 110.15%0.15%0.15%Q4 2017Q4 20171
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q3 2020Q3 20201
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20151
GETCO Holding Company, LLC 110.13%0.13%0.13%Q2 2013Q2 20131
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Ground Swell Capital, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Lunt Capital Management, Inc. 110.11%0.11%0.11%Q2 2023Q2 20231
Sigma Planning Corp 110.02%0.02%0.02%Q3 2016Q3 20161
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
SCOTIA CAPITAL INC. 110.01%0.01%0.01%Q1 2014Q1 20141
Financial Advocates Investment Management 110.03%0.03%0.03%Q2 2020Q2 20201
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q4 2014Q4 20141
361 CAPITAL LLC 111.20%1.20%1.20%Q4 2015Q4 20151
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
EDMOND DE ROTHSCHILD (SUISSE) S.A. 110.01%0.01%0.01%Q3 2015Q3 20151
Allianz Asset Management GmbH 110.00%0.00%0.00%Q1 2019Q1 20191
Idaho Trust Bank 110.13%0.13%0.13%Q2 2023Q2 20231
Lebenthal Asset Management, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q4 2022Q4 20221
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Mirae Asset Global Investments Co., Ltd. 110.00%0.00%0.00%Q1 2020Q1 20201
NORTHWEST WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
BANK OF NOVA SCOTIA 110.05%0.05%0.05%Q1 2018Q1 20181
Private Advisor Group, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
SHEETS SMITH WEALTH MANAGEMENT 110.02%0.02%0.02%Q3 2023Q3 20231
External links

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