ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.02%Q2 2013Q3 2023105
Cutler Group LLC / CA 32320.00%0.02%0.29%Q4 2015Q3 202380
Citadel Advisors 34340.00%0.00%0.02%Q2 2015Q3 202379
JANE STREET GROUP, LLC 3610.00%0.04%0.39%Q2 2014Q3 202371
WOLVERINE TRADING, LLC 1110.00%0.00%0.05%Q2 2016Q3 202366
GOLDMAN SACHS GROUP INC 3410.00%0.01%0.07%Q2 2012Q3 202362
HSBC HOLDINGS PLC 38380.00%0.01%0.07%Q1 2014Q2 202348
CITIGROUP INC 42420.00%0.07%0.23%Q2 2013Q3 202347
UBS Group AG 36360.00%0.03%0.10%Q4 2014Q3 202345
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.02%Q2 2013Q3 202344
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.04%Q2 2013Q3 202344
BARCLAYS PLC 3540.00%0.02%0.27%Q4 2013Q3 202343
JPMORGAN CHASE & CO 42420.00%0.01%0.06%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.05%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.02%Q2 2013Q3 202342
Glovista Investments LLC 3380.06%10.65%23.70%Q2 2013Q3 202341
CREDIT SUISSE AG/ 2210.00%0.02%0.13%Q1 2013Q3 202340
BANQUE PICTET & CIE SA 3070.01%0.19%0.53%Q4 2013Q3 202337
Mirae Asset Global Investments Co., Ltd. 2880.01%0.08%0.23%Q3 2014Q3 202336
BlackRock Inc. 2320.00%0.01%0.09%Q2 2014Q3 202335
AGF INVESTMENTS INC. 35350.02%0.58%1.08%Q2 2013Q4 202135
Accuvest Global Advisors 2410.21%4.03%9.08%Q2 2013Q1 202335
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2110.00%0.00%0.01%Q2 2013Q1 202334
ENVESTNET ASSET MANAGEMENT INC 34340.00%0.01%0.02%Q2 2015Q3 202334
LPL Financial LLC 2620.00%0.01%0.03%Q2 2013Q3 202333
AMERIPRISE FINANCIAL INC 2510.00%0.02%0.05%Q3 2014Q3 202332
PRUDENTIAL FINANCIAL INC 2390.00%0.01%0.02%Q3 2015Q3 202332
FMR LLC 32320.01%0.02%0.03%Q4 2015Q3 202332
SG Americas Securities, LLC 1710.00%0.04%0.24%Q4 2013Q3 202331
US BANCORP \DE\ 2510.00%0.00%0.00%Q2 2013Q3 202330
MASSMUTUAL TRUST CO FSB/ADV 2610.00%0.04%0.12%Q1 2015Q1 202330
Parallax Volatility Advisers, L.P. 1920.00%0.00%0.01%Q4 2014Q1 202329
Compagnie Lombard Odier SCmA 1220.00%0.04%0.12%Q4 2015Q3 202329
BNP PARIBAS FINANCIAL MARKETS 2320.00%0.07%0.38%Q4 2015Q3 202329
PROVIDA PENSION FUND ADMINISTRATOR 1460.01%1.10%14.59%Q2 2015Q4 202229
Alpha Cubed Investments, LLC 28280.02%0.07%0.12%Q1 2015Q4 202128
EDMOND DE ROTHSCHILD HOLDING S.A. 2080.00%0.11%0.33%Q2 2015Q3 202328
IndexIQ Advisors LLC 28280.02%0.39%0.84%Q1 2015Q4 202128
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
DEUTSCHE BANK AG\ 2210.00%0.00%0.03%Q3 2013Q2 202327
STIFEL FINANCIAL CORP 2520.00%0.00%0.01%Q1 2015Q3 202327
PNC FINANCIAL SERVICES GROUP, INC. 1020.00%0.00%0.00%Q3 2013Q3 202326
STRS OHIO 2060.02%0.07%0.18%Q1 2016Q3 202326
IFP Advisors, Inc 1710.00%0.01%0.04%Q1 2016Q3 202326
CIBC Asset Management Inc 1410.00%0.01%0.15%Q2 2013Q3 202325
RAYMOND JAMES & ASSOCIATES 25250.00%0.00%0.01%Q3 2017Q3 202325
Richard Bernstein Advisors LLC 25251.37%4.71%8.50%Q3 2017Q3 202325
FLOW TRADERS U.S. LLC 1310.01%1.05%3.48%Q2 2013Q2 202325
GAM Holding AG 25250.00%0.07%0.15%Q4 2013Q4 201925
Creative Planning 1210.00%0.00%0.01%Q2 2014Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.02%Q4 2017Q3 202324
Hexavest Inc. 2130.01%0.28%1.00%Q2 2013Q3 202124
Rehmann Capital Advisory Group 1320.00%0.14%0.33%Q4 2012Q2 201924
BANK OF MONTREAL /CAN/ 1810.00%0.00%0.01%Q2 2013Q3 202324
Itau Unibanco Holding S.A. 1620.00%0.09%0.29%Q3 2016Q2 202324
Tower Research Capital LLC (TRC) 710.00%0.01%0.13%Q1 2016Q3 202324
Progeny 3, Inc. 24248.34%13.96%21.49%Q1 2014Q4 201924
AGF Investments America Inc. 24240.09%0.90%1.48%Q2 2016Q1 202224
Venturi Wealth Management, LLC 1770.01%0.11%0.44%Q3 2017Q3 202324
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.02%Q1 2018Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.01%0.12%Q1 2018Q3 202323
ALLIANCEBERNSTEIN L.P. 1920.00%0.02%0.04%Q4 2014Q3 202323
J.P. Morgan Private Wealth Advisors LLC 2010.00%0.05%0.13%Q4 2015Q3 202323
Wharton Business Group, LLC 1810.02%0.92%1.23%Q4 2014Q3 202323
SIGNATUREFD, LLC 23230.00%0.00%0.00%Q1 2018Q3 202323
EVERGREEN CAPITAL MANAGEMENT LLC 23230.06%0.14%0.26%Q1 2018Q3 202323
Global Retirement Partners, LLC 1670.00%0.00%0.01%Q4 2017Q3 202323
Pictet North America Advisors SA 23230.02%2.10%4.88%Q2 2016Q4 202123
Lattice Strategies LLC 23230.11%0.79%1.44%Q3 2013Q1 201923
Psagot Value Holdings Ltd. 1330.00%0.01%0.02%Q4 2014Q3 202122
MML INVESTORS SERVICES, LLC 2110.01%0.01%0.02%Q1 2018Q3 202322
Advisory Services Network, LLC 1610.00%0.03%0.06%Q1 2016Q1 202322
FIRST MANHATTAN CO. LLC. 22220.00%0.00%0.00%Q4 2017Q1 202322
PRUDENTIAL PLC 1410.00%0.11%0.82%Q2 2017Q3 202322
TEACHER RETIREMENT SYSTEM OF TEXAS 21210.01%0.08%0.22%Q3 2013Q3 201821
Cambridge Investment Research Advisors, Inc. 21210.00%0.01%0.02%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Twin Tree Management, LP 910.00%0.03%0.07%Q1 2019Q4 202220
RPg Family Wealth Advisory, LLC 1140.01%0.03%0.11%Q4 2015Q1 202220
GLENMEDE TRUST CO NA 20200.00%0.01%0.02%Q4 2018Q3 202320
Geneos Wealth Management Inc. 1140.00%0.00%0.00%Q1 2016Q3 202120
BANK OF NOVA SCOTIA 20200.00%0.25%0.86%Q4 2018Q3 202320
Prism Advisors, Inc. 19191.36%2.57%3.42%Q4 2018Q2 202319
Evolution Wealth Advisors, LLC 1720.08%0.85%2.83%Q4 2018Q3 202319
Millburn Ridgefield Corp 19190.02%0.09%0.21%Q1 2019Q3 202319
Parcion Private Wealth LLC 16160.00%0.87%2.77%Q4 2019Q3 202319
Bluefin Trading, LLC 1010.00%0.67%2.25%Q2 2013Q2 202019
Raymond James Financial Services Advisors, Inc. 18180.00%0.00%0.01%Q3 2017Q4 202118
MEITAV INVESTMENT HOUSE LTD 1510.02%0.48%1.92%Q3 2018Q3 202318
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 910.02%3.27%7.24%Q2 2018Q3 202318
Rockefeller Capital Management L.P. 1620.00%0.00%0.02%Q4 2018Q3 202318
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
Bridgewater Associates 18180.20%0.68%2.52%Q2 2019Q3 202318
Intercontinental Wealth Advisors, LLC 1350.05%0.44%1.28%Q1 2017Q2 202318
XPONANCE, INC. 1520.08%6.28%17.48%Q4 2014Q4 202017
COMERICA BANK 1610.03%0.09%0.15%Q1 2019Q3 202317
PEAK6 Investments LLC 880.00%0.01%0.04%Q3 2021Q2 202317
Squarepoint Ops LLC 810.00%0.05%0.17%Q3 2016Q3 202317
ATLAS CAPITAL ADVISORS LLC 1610.00%0.17%0.61%Q1 2018Q3 202317
PARAMETRIC PORTFOLIO ASSOCIATES LLC 820.00%0.00%0.01%Q2 2013Q1 202217
Steward Partners Investment Advisory, LLC 1520.00%0.00%0.01%Q2 2019Q3 202317
TSFG, LLC 17170.00%0.01%0.06%Q3 2019Q3 202317
Patriot Financial Group Insurance Agency, LLC 1110.00%0.03%0.09%Q3 2018Q3 202317
OLD MISSION CAPITAL LLC 510.22%2.41%8.88%Q4 2014Q3 202317
Atria Investments, Inc 720.02%0.08%0.21%Q3 2013Q3 202317
1832 Asset Management L.P. 17170.00%0.00%0.00%Q3 2019Q3 202317
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.01%0.40%0.95%Q4 2019Q3 202316
SVB WEALTH LLC 16160.01%0.03%0.07%Q4 2019Q3 202316
UNITED CAPITAL FINANCIAL ADVISORS, LLC 16160.00%0.00%0.03%Q2 2017Q1 202116
Nan Shan Life Insurance Co., Ltd. 830.01%0.16%0.41%Q2 2016Q3 202316
IHT Wealth Management, LLC 16160.03%0.07%0.09%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.01%0.02%0.07%Q4 2019Q3 202316
TOCQUEVILLE ASSET MANAGEMENT L.P. 16160.02%0.22%0.35%Q4 2019Q3 202316
HighTower Advisors, LLC 1420.00%0.01%0.03%Q1 2019Q3 202316
Mandatum Life Insurance Co Ltd 16160.15%0.54%0.96%Q4 2015Q3 201916
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1310.00%0.01%0.03%Q2 2018Q3 202316
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 1230.08%0.27%0.71%Q2 2019Q3 202315
Gemmer Asset Management LLC 930.02%0.28%0.63%Q1 2014Q2 201915
Rosenberg Matthew Hamilton 15150.00%0.05%0.11%Q1 2020Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.18%0.76%Q1 2020Q3 202315
Baystate Wealth Management LLC 870.00%0.11%0.29%Q2 2013Q3 201915
IPG Investment Advisors LLC 1140.05%0.11%0.28%Q3 2019Q3 202315
SEI INVESTMENTS CO 1140.00%0.00%0.00%Q2 2015Q1 201915
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
IEQ CAPITAL, LLC 1140.01%0.02%0.04%Q4 2019Q3 202315
LAKE STREET PRIVATE WEALTH, LLC 15150.48%0.89%1.52%Q1 2020Q3 202315
American Portfolios Advisors 15150.00%0.00%0.01%Q1 2019Q3 202215
Sumitomo Mitsui Trust Holdings, Inc. 960.00%0.01%0.02%Q3 2017Q1 202315
FIFTH THIRD BANCORP 15150.00%0.00%0.00%Q1 2019Q3 202215
Banque Cantonale Vaudoise 1320.00%0.02%0.06%Q4 2019Q3 202315
Westside Investment Management, Inc. 15150.00%0.00%0.01%Q1 2020Q3 202315
CIBC WORLD MARKET INC. 1010.00%0.00%0.01%Q2 2018Q3 202315
AlphaMark Advisors, LLC 14140.00%0.00%0.00%Q2 2019Q3 202214
MARSHALL WACE, LLP 510.00%0.02%0.04%Q1 2018Q1 202314
Alaska Permanent Fund Corp 1220.01%0.43%5.66%Q1 2020Q3 202314
SIMPLEX TRADING, LLC 310.00%0.00%0.02%Q1 2016Q3 202314
I.G. INVESTMENT MANAGEMENT, LTD. 14140.00%0.02%0.03%Q2 2013Q3 201614
Financial Gravity Asset Management, Inc. 810.00%0.01%0.04%Q2 2019Q3 202314
EXANE DERIVATIVES 14140.00%1.09%3.01%Q1 2019Q2 202214
MILLENNIUM MANAGEMENT LLC 610.00%0.01%0.09%Q1 2018Q3 202314
Advisor Group, Inc. 14140.00%0.00%0.01%Q3 2016Q4 201914
EARNEST PARTNERS LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
MONTAG A & ASSOCIATES INC 14140.00%0.30%0.88%Q3 2019Q4 202214
Merriman Wealth Management, LLC 510.04%0.21%0.52%Q1 2017Q4 202214
Center for Financial Planning, Inc. 14140.00%0.00%0.01%Q2 2020Q3 202314
Selective Wealth Management, Inc. 13130.01%0.04%0.06%Q3 2019Q3 202213
SCOTIA CAPITAL INC. 1210.00%0.05%0.07%Q4 2013Q3 202313
Capital Analysts, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
FDx Advisors, Inc. 13130.01%0.03%0.07%Q3 2020Q3 202313
KINGS POINT CAPITAL MANAGEMENT 13130.01%0.10%0.19%Q1 2019Q1 202213
AXA S.A. 13130.00%0.00%0.00%Q4 2013Q4 201613
Quantitative Investment Management, LLC 610.02%0.38%1.07%Q3 2014Q4 202113
Pinnacle Bancorp, Inc. 13130.00%0.00%0.00%Q4 2018Q4 202113
TRUIST FINANCIAL CORP 13130.01%0.01%0.02%Q4 2019Q4 202213
Paradigm Financial Advisors, LLC 1210.00%1.00%2.67%Q1 2014Q4 202113
Intellectus Partners, LLC 13130.22%0.33%0.40%Q3 2020Q3 202313
Financial Advocates Investment Management 1210.03%0.08%0.13%Q4 2019Q1 202313
Global Endowment Management, LP 1210.07%0.12%0.17%Q4 2017Q2 202113
Karpus Management, Inc. 850.01%0.09%0.23%Q4 2018Q3 202213
HUNTINGTON NATIONAL BANK 810.00%0.00%0.00%Q1 2013Q3 202312
PATRON PARTNERS, LLC 12120.14%0.40%0.89%Q4 2020Q3 202312
UBS ASSET MANAGEMENT AMERICAS INC 1010.00%0.00%0.00%Q3 2013Q4 202112
Brinker Capital Investments, LLC 930.00%0.01%0.04%Q4 2014Q3 201912
Korea Investment CORP 12120.00%0.05%0.34%Q4 2020Q3 202312
TRANSCEND CAPITAL ADVISORS, LLC 12120.06%0.18%0.29%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.01%0.08%0.26%Q4 2020Q3 202312
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 12120.60%1.38%2.28%Q4 2020Q3 202312
DRW Securities, LLC 210.01%0.39%1.16%Q1 2017Q3 202312
ARGA Investment Management, LP 12120.67%1.17%1.90%Q4 2020Q3 202312
Larson Financial Group LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
CenterStar Asset Management, LLC 410.00%0.04%0.13%Q1 2018Q4 202111
PUBLIC SECTOR PENSION INVESTMENT BOARD 420.01%0.03%0.07%Q1 2015Q1 202211
First Horizon Advisors, Inc. 810.00%0.07%0.40%Q1 2015Q2 202311
Clear Creek Financial Management, LLC 1010.07%0.17%0.26%Q4 2020Q3 202311
NORTHERN TRUST CORP 920.00%0.00%0.01%Q3 2016Q3 202311
Ellis Investment Partners, LLC 11110.00%0.02%0.06%Q1 2020Q3 202211
SUMITOMO MITSUI FINANCIAL GROUP, INC. 920.63%3.07%7.81%Q1 2019Q2 202211
Risk Paradigm Group, LLC 11110.02%0.18%0.40%Q3 2015Q1 201811
Allianz Asset Management GmbH 410.00%0.01%0.04%Q1 2015Q1 202311
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
TWO SIGMA SECURITIES, LLC 210.00%0.07%0.39%Q1 2015Q3 202311
Qube Research & Technologies Ltd 510.01%0.14%0.40%Q4 2019Q3 202311
MSI Financial Services Inc 510.00%0.00%0.01%Q2 2013Q4 201611
Madison Asset Management, LLC 620.01%0.26%0.49%Q1 2020Q3 202311
WELLINGTON MANAGEMENT GROUP LLP 1010.00%0.00%0.00%Q4 2020Q3 202311
DIMENSION CAPITAL MANAGEMENT LLC 11110.47%0.94%3.50%Q1 2021Q3 202311
Northstar Group, Inc. 830.05%0.15%0.26%Q2 2018Q2 202111
OPPENHEIMER & CO INC 830.01%0.01%0.01%Q4 2014Q2 202111
Analyst IMS Investment Management Services Ltd. 11111.24%1.71%2.80%Q1 2021Q3 202311
NEW YORK STATE COMMON RETIREMENT FUND 610.00%0.00%0.02%Q4 2014Q3 202210
Interchange Capital Partners, LLC 820.27%0.48%0.70%Q4 2020Q3 202310
ACIMA PRIVATE WEALTH, LLC 10100.22%2.08%2.80%Q4 2019Q1 202210
Cetera Advisors LLC 410.00%0.01%0.03%Q1 2019Q3 202310
Wealthfront Advisers LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
Stone House Investment Management, LLC 10100.77%1.08%1.40%Q4 2016Q1 201910
First Allied Advisory Services, Inc. 730.01%0.04%0.13%Q4 2017Q3 202010
MOODY NATIONAL BANK TRUST DIVISION 640.01%0.03%0.09%Q4 2018Q3 202210
ACADIAN ASSET MANAGEMENT LLC 10100.00%0.00%0.01%Q1 2018Q2 202010
Gerber Kawasaki Wealth & Investment Management 910.06%0.37%0.88%Q2 2017Q4 201910
HRT FINANCIAL LP 310.00%0.09%0.30%Q2 2016Q2 202310
Mayflower Financial Advisors, LLC 10100.04%0.06%0.08%Q1 2021Q2 202310
Vontobel Holding Ltd. 730.00%0.01%0.01%Q4 2020Q3 202310
Highstreet Asset Management Inc. 10100.00%0.01%0.01%Q2 2017Q3 201910
BigSur Wealth Management LLC 910.08%0.64%0.93%Q1 2021Q3 202310
BRANDYWINE OAK PRIVATE WEALTH LLC 910.00%0.05%0.06%Q4 2018Q3 202110
Cranbrook Wealth Management, LLC 10100.00%0.01%0.01%Q4 2018Q1 202110
Sierra Capital LLC 10100.02%0.06%0.09%Q1 2021Q2 202310
UBP Investment Advisors SA 710.50%0.73%1.63%Q4 2017Q3 202210
Ferris Capital, LLC 630.06%0.09%0.12%Q4 2019Q1 20229
Clearview Wealth Advisors LLC 990.00%0.01%0.01%Q4 2020Q4 20229
Zurich Insurance Group Ltd/FI 510.00%0.02%0.04%Q4 2018Q3 20239
Susquehanna International Group Ltd. 310.25%1.68%4.95%Q2 2019Q3 20239
Baird Financial Group, Inc. 610.00%0.00%0.01%Q1 2018Q3 20239
Astor Investment Management LLC 510.00%0.03%0.07%Q1 2019Q1 20229
Parallel Advisors, LLC 610.00%0.01%0.01%Q2 2018Q3 20239
WHITTIER TRUST CO 810.00%0.00%0.00%Q3 2019Q3 20229
Russell Investments Group, Ltd. 720.00%0.00%0.00%Q1 2017Q3 20219
PRUDENT INVESTORS NETWORK, INC. 331.89%2.55%3.20%Q4 2019Q3 20229
Neuberger Berman Group LLC 420.00%0.00%0.00%Q3 2017Q2 20219
PALLADIEM, LLC 990.77%1.09%1.70%Q4 2020Q4 20229
Rock Creek Group, LP 310.22%4.65%12.56%Q2 2013Q3 20239
Acropolis Investment Management, LLC 990.02%0.05%0.08%Q3 2019Q3 20219
Garde Capital, Inc. 810.14%1.07%1.49%Q2 2014Q3 20169
DELPHI FINANCIAL GROUP, INC. 881.63%2.79%3.59%Q4 2020Q3 20228
Castleview Partners, LLC 880.00%0.00%0.02%Q4 2021Q3 20238
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 880.00%0.00%0.01%Q1 2021Q4 20228
TD Waterhouse Canada Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
ExodusPoint Capital Management, LP 410.00%0.06%0.32%Q2 2019Q4 20228
BerganKDV Wealth Management, LLC 880.00%0.00%0.00%Q2 2018Q1 20208
CREDIT AGRICOLE S A 880.00%0.01%0.02%Q1 2014Q4 20158
J.W. COLE ADVISORS, INC. 880.17%0.39%0.52%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.02%0.13%Q4 2021Q3 20238
Redwood Investments, LLC 880.04%0.09%0.13%Q3 2021Q2 20238
Activest Wealth Management 710.00%0.01%0.07%Q3 2021Q3 20238
FRANKLIN RESOURCES INC 420.00%0.01%0.02%Q2 2015Q3 20238
Rise Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Private Capital Group, LLC 880.00%0.01%0.01%Q2 2020Q1 20228
Maxi Investments CY Ltd 880.76%1.28%1.71%Q4 2021Q3 20238
CITIZENS FINANCIAL GROUP INC/RI 880.00%0.00%0.00%Q3 2018Q2 20208
Spectrum Asset Management, Inc. (NB/CA) 530.46%2.98%4.18%Q4 2014Q3 20208
Gilbert & Cook, Inc. 880.05%0.09%0.13%Q4 2021Q3 20238
PICTET BANK & TRUST Ltd 881.24%1.60%1.82%Q4 2018Q3 20208
Integrity Financial Corp /WA 880.04%0.08%0.24%Q4 2021Q3 20238
Summit Trail Advisors, LLC 530.00%0.04%0.10%Q4 2017Q3 20218
Janney Montgomery Scott LLC 610.00%0.00%0.01%Q3 2020Q3 20238
Upper Left Wealth Management, LLC 880.21%1.38%1.75%Q4 2021Q3 20238
Valeo Financial Advisors, LLC 440.00%0.00%0.00%Q3 2017Q4 20208
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 880.52%1.57%2.25%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.05%0.07%0.10%Q4 2021Q3 20238
Morningstar Investment Services LLC 880.28%0.53%0.72%Q4 2021Q3 20238
COLONY GROUP LLC 880.01%0.03%0.08%Q3 2020Q2 20228
Verition Fund Management LLC 210.01%0.05%0.22%Q3 2013Q1 20208
RNC CAPITAL MANAGEMENT LLC 880.54%0.57%0.62%Q2 2013Q1 20158
PineBridge Investments, L.P. 510.00%0.02%0.08%Q4 2019Q3 20238
Harvest Fund Management Co., Ltd 440.06%0.09%0.16%Q3 2017Q4 20208
BESSEMER GROUP INC 440.00%0.13%0.37%Q3 2020Q3 20238
Evanson Asset Management, LLC 880.04%0.06%0.07%Q4 2021Q3 20238
Candriam S.C.A. 880.01%0.02%0.03%Q2 2019Q1 20218
Migdal Insurance & Financial Holdings Ltd. 310.64%1.50%2.99%Q3 2019Q1 20238
Covestor Ltd 880.00%0.00%0.01%Q4 2021Q3 20238
DHK Financial Advisors, Inc. 880.79%1.11%1.50%Q4 2021Q3 20238
Renaissance Technologies 210.00%0.00%0.01%Q1 2019Q3 20238
CARDIFF PARK ADVISORS, LLC 880.01%0.09%0.20%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.01%0.03%0.06%Q4 2021Q3 20238
Avior Wealth Management, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Prime Capital Investment Advisors, LLC 520.00%0.01%0.01%Q1 2020Q1 20227
NEXT Financial Group, Inc 510.00%0.00%0.00%Q3 2016Q4 20217
ICICI Prudential Asset Management Co Ltd 770.47%0.55%0.67%Q1 2022Q3 20237
SCHRODER INVESTMENT MANAGEMENT GROUP 520.00%0.00%0.02%Q1 2021Q1 20237
OPTIMUM INVESTMENT ADVISORS 510.01%0.01%0.04%Q3 2019Q1 20237
TCF National Bank 770.02%0.03%0.04%Q3 2019Q1 20217
Merk Investments LLC 770.14%0.21%0.26%Q4 2019Q2 20217
Perennial Investment Advisors, LLC 770.08%0.33%0.45%Q1 2020Q3 20217
Cetera Advisor Networks LLC 410.00%0.01%0.03%Q1 2018Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
Sowell Financial Services LLC 770.00%0.01%0.02%Q3 2019Q1 20217
FAIRFIELD, BUSH & CO. 770.08%0.10%0.10%Q1 2018Q3 20197
Privium Fund Management (UK) Ltd 430.14%1.05%2.10%Q2 2021Q3 20237
AM INVESTMENT STRATEGIES LLC 771.58%1.75%1.93%Q1 2022Q3 20237
NATIXIS ADVISORS, L.P. 770.01%0.07%0.16%Q2 2013Q4 20147
BENJAMIN F. EDWARDS & COMPANY, INC. 610.00%0.00%0.00%Q1 2020Q1 20227
STATE STREET CORP 610.00%0.00%0.00%Q3 2013Q2 20157
Partnervest Advisory Services LLC 770.08%0.09%0.11%Q1 2019Q3 20207
Savior LLC 770.01%0.01%0.02%Q4 2019Q2 20217
BROWN BROTHERS HARRIMAN & CO 410.00%0.00%0.00%Q1 2019Q2 20237
NWI MANAGEMENT LP 770.38%0.80%1.15%Q4 2019Q2 20217
TD ASSET MANAGEMENT INC 210.00%0.05%0.16%Q4 2017Q4 20227
Weiss Multi-Strategy Advisers LLC 320.01%0.05%0.12%Q2 2017Q1 20217
AE Wealth Management LLC 770.00%0.01%0.04%Q1 2022Q3 20237
American Research & Management Co. 770.00%0.00%0.00%Q1 2021Q3 20227
Sovarnum Capital L.P. 430.32%1.35%3.64%Q1 2019Q3 20217
Optiver Holding B.V. 310.00%0.00%0.00%Q2 2021Q3 20237
CONNABLE OFFICE INC 610.78%1.36%2.37%Q4 2021Q3 20237
Veritable, L.P. 610.01%0.01%0.02%Q3 2015Q2 20237
Commonwealth Equity Services, Inc 610.00%0.00%0.01%Q3 2014Q3 20177
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 430.02%0.43%1.28%Q2 2013Q1 20237
Desjardins Global Asset Management Inc. 520.00%0.07%0.22%Q4 2021Q3 20237
HAP Trading, LLC 210.00%0.01%0.03%Q1 2019Q1 20237
Fullerton Fund Management Co Ltd. 310.18%0.88%1.94%Q2 2020Q1 20236
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Keel Point, LLC 410.07%0.28%0.68%Q1 2020Q1 20236
SECURITY NATIONAL TRUST CO 420.00%0.01%0.02%Q3 2013Q1 20206
TURNER INVESTMENTS LLC 510.04%0.09%0.15%Q4 2013Q3 20156
AMUNDI ASSET MANAGEMENT US, INC. 660.02%0.03%0.04%Q2 2016Q3 20176
Atlantic Private Wealth, LLC 330.20%0.23%0.25%Q4 2021Q2 20236
Varma Mutual Pension Insurance Co 660.17%3.93%14.70%Q4 2018Q1 20206
Sarasin & Partners LLP 660.12%0.12%0.13%Q4 2013Q1 20156
Blue Trust, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
Family Management Corp 420.02%0.05%0.09%Q1 2020Q3 20216
Private Advisory Group LLC 510.42%0.96%1.62%Q3 2021Q3 20236
Prospera Financial Services Inc 210.00%0.05%0.10%Q1 2015Q2 20226
HOWE & RUSLING INC 510.00%0.03%0.15%Q4 2021Q2 20236
London & Capital Asset Management Ltd 660.06%0.23%0.42%Q4 2020Q1 20226
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 660.02%0.03%0.06%Q1 2021Q2 20226
Vestmark Advisory Solutions, Inc. 660.01%0.05%0.08%Q1 2022Q2 20236
Mosaic Family Wealth, LLC 660.00%0.06%0.13%Q4 2017Q1 20196
LVM CAPITAL MANAGEMENT LTD/MI 660.05%0.48%0.93%Q1 2018Q2 20196
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.01%0.02%0.08%Q2 2015Q3 20166
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
CORRADO ADVISORS, LLC 310.00%0.30%0.43%Q2 2019Q4 20226
Integrated Wealth Management 660.00%0.00%0.01%Q2 2015Q3 20166
AJ WEALTH STRATEGIES, LLC 420.02%0.07%0.16%Q4 2018Q3 20226
Bank of New York Mellon Corp 660.00%0.00%0.00%Q2 2022Q3 20236
Shamrock Asset Management LLC 220.05%0.99%1.71%Q1 2015Q3 20196
abrdn plc 510.00%0.01%0.05%Q3 2021Q2 20236
SWMG, LLC 420.16%0.26%0.40%Q4 2021Q2 20236
HARBOUR INVESTMENTS, INC. 420.00%0.00%0.00%Q1 2021Q3 20236
Continuum Advisory, LLC 660.04%0.05%0.07%Q2 2022Q3 20236
Cetera Investment Advisers 410.00%0.02%0.02%Q4 2020Q3 20236
Transamerica Financial Advisors, Inc. 660.00%0.01%0.02%Q1 2014Q2 20156
Carroll Financial Associates, Inc. 660.02%0.02%0.02%Q4 2018Q1 20206
CREATIVE FINANCIAL DESIGNS INC /ADV 660.01%0.01%0.01%Q3 2020Q4 20216
Bellevue Group AG 660.00%0.00%0.00%Q2 2022Q3 20236
Integrated Wealth Concepts LLC 310.00%0.02%0.04%Q3 2020Q3 20236
Destination Wealth Management 210.00%0.21%1.15%Q1 2013Q2 20196
MV CAPITAL MANAGEMENT, INC. 660.00%0.12%0.42%Q4 2020Q1 20226
Beaird Harris Wealth Management, LLC 660.02%0.03%0.04%Q4 2021Q1 20236
PRELUDE CAPITAL MANAGEMENT, LLC 310.00%0.02%0.09%Q2 2017Q3 20236
Occidental Asset Management, LLC 660.52%0.66%1.12%Q4 2014Q1 20166
CAPTRUST FINANCIAL ADVISORS 660.00%0.00%0.00%Q1 2021Q2 20226
B. Riley Wealth Management, Inc. 210.01%0.04%0.13%Q1 2015Q2 20226
THRIVENT FINANCIAL FOR LUTHERANS 410.00%0.00%0.00%Q3 2017Q3 20236
Brevan Howard Capital Management LP 660.14%2.42%4.94%Q4 2013Q1 20156
Citizens Business Bank 660.03%0.07%0.10%Q2 2021Q3 20226
Tradewinds Capital Management, LLC 330.00%0.00%0.00%Q2 2015Q4 20166
NISA INVESTMENT ADVISORS, LLC 330.00%0.01%0.02%Q4 2021Q3 20236
Psagot Value Holdings Ltd. / (Israel) 660.00%0.03%0.07%Q3 2021Q4 20226
BALDWIN BROTHERS LLC/MA 550.00%0.00%0.00%Q4 2022Q4 20235
CLEAR STREET MARKETS LLC 310.00%0.48%1.14%Q3 2016Q4 20225
CX Institutional 310.00%0.08%0.21%Q2 2018Q1 20235
TCI Wealth Advisors, Inc. 210.00%0.00%0.00%Q4 2015Q3 20225
Cooper Financial Group 550.15%0.17%0.18%Q4 2018Q4 20195
VICTORY CAPITAL MANAGEMENT INC 550.00%0.00%0.00%Q3 2016Q3 20175
Cresset Asset Management, LLC 550.01%0.01%0.01%Q1 2019Q1 20205
Ameliora Wealth Management Ltd. 550.00%0.12%0.53%Q3 2022Q3 20235
HIGHLAND CAPITAL MANAGEMENT LP 550.10%0.13%0.16%Q3 2014Q3 20155
PFG Advisors 550.03%0.04%0.06%Q3 2020Q3 20215
CHATHAM CAPITAL GROUP, INC. 551.55%1.67%1.86%Q2 2014Q2 20155
Meiji Yasuda Life Insurance Co 550.47%0.54%0.60%Q2 2018Q2 20195
Kiwi Wealth Investments Limited Partnership 210.07%0.12%0.16%Q4 2017Q4 20205
WestEnd Advisors, LLC 410.00%0.00%0.01%Q2 2022Q3 20235
Bank Pictet & Cie (Europe) AG 550.04%0.23%0.43%Q1 2019Q1 20205
Belpointe Asset Management LLC 320.00%0.01%0.04%Q2 2020Q1 20235
DAVENPORT & Co LLC 550.00%0.00%0.00%Q3 2017Q3 20185
Amundi 550.00%0.01%0.02%Q3 2022Q3 20235
MISSION WEALTH MANAGEMENT, LP 210.01%0.05%0.17%Q2 2015Q2 20215
Integrated Advisors Network LLC 550.01%0.03%0.06%Q2 2022Q2 20235
SUNTRUST BANKS INC 410.00%0.03%0.04%Q4 2017Q3 20195
EPG Wealth Management LLC 550.00%0.00%0.00%Q3 2022Q3 20235
PANAGORA ASSET MANAGEMENT INC 320.00%0.00%0.01%Q1 2015Q4 20185
Morningstar Investment Management LLC 550.50%0.64%0.90%Q3 2021Q3 20225
Latigo Investments, LLC 550.95%1.16%1.30%Q3 2022Q3 20235
D.A. DAVIDSON & CO. 550.01%0.02%0.02%Q3 2020Q3 20215
SIMON QUICK ADVISORS, LLC 410.00%0.01%0.04%Q4 2018Q3 20235
Texas Yale Capital Corp. 550.02%0.02%0.02%Q2 2020Q2 20215
Core Wealth Advisors, Inc. 320.00%0.01%0.03%Q4 2019Q3 20235
BLUEFIN CAPITAL MANAGEMENT, LLC 210.00%0.27%0.90%Q1 2022Q3 20235
Magnus Financial Group LLC 410.02%0.05%0.08%Q4 2020Q2 20225
Asset Management One Co., Ltd. 410.00%0.01%0.01%Q2 2015Q1 20225
QUATTRO FINANCIAL ADVISORS LLC 320.58%0.75%0.92%Q3 2018Q4 20195
WILMINGTON TRUST CO 550.00%0.01%0.01%Q2 2013Q2 20145
FIRST TRUST ADVISORS LP 550.01%0.01%0.01%Q2 2020Q2 20215
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 550.46%1.88%3.61%Q4 2017Q4 20185
Mayfair Advisory Group, LLC 410.31%0.36%0.45%Q2 2022Q3 20235
SONATA CAPITAL GROUP INC 550.10%0.13%0.15%Q4 2019Q4 20205
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 550.03%0.08%0.11%Q2 2013Q2 20145
Ashmore Group plc 410.13%0.23%0.42%Q1 2013Q1 20155
Cowen Prime Services LLC 550.01%0.01%0.01%Q1 2014Q1 20155
Ledyard National Bank 550.00%0.00%0.00%Q4 2013Q4 20145
Parisi Gray Wealth Management 550.00%0.01%0.02%Q4 2017Q4 20185
Chicago Partners Investment Group LLC 550.02%0.03%0.04%Q4 2020Q4 20215
AMERICAN NATIONAL BANK 550.02%0.02%0.02%Q3 2022Q3 20235
LSP Investment Advisors, LLC 550.84%1.15%1.42%Q3 2021Q3 20225
NOMURA ASSET MANAGEMENT CO LTD 210.01%0.03%0.03%Q4 2017Q4 20194
Lombard Odier Transatlantic Ltd 441.36%1.50%1.64%Q4 2015Q3 20164
Investment Research & Advisory Group, Inc. 440.00%0.01%0.01%Q4 2022Q3 20234
SOA Wealth Advisors, LLC. 440.00%0.00%0.00%Q3 2022Q2 20234
Boltwood Capital Management 440.08%0.11%0.14%Q1 2023Q4 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Constellation Wealth Advisors, LLC 440.07%0.08%0.09%Q4 2014Q3 20154
CT Financial Advisors LLC 310.01%0.01%0.01%Q1 2014Q2 20154
Virtu KCG Holdings LLC 310.01%0.01%0.02%Q4 2013Q2 20174
AlphaQ Advisors LLC 440.52%0.66%0.77%Q4 2022Q3 20234
HARBOR INVESTMENT ADVISORY, LLC 440.00%0.01%0.01%Q4 2020Q3 20214
Parker Investment Management, LLC 310.08%2.99%10.15%Q3 2017Q1 20194
LINCOLN NATIONAL CORP 440.01%0.02%0.03%Q3 2017Q2 20184
TrinityPoint Wealth, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
COOKSON PEIRCE & CO INC 440.03%0.03%0.03%Q3 2017Q2 20184
Pinnacle Financial Group, LLC / IL 440.18%0.29%0.41%Q4 2021Q3 20224
Weaver Consulting Group 440.00%0.00%0.00%Q1 2019Q4 20194
BW Gestao de Investimentos Ltda. 210.96%4.19%7.53%Q2 2018Q4 20204
GTS SECURITIES LLC 220.00%0.00%0.01%Q2 2023Q3 20234
J.Safra Asset Management Corp 310.08%0.37%1.14%Q4 2020Q1 20234
Caprock Group, LLC 310.05%0.21%0.68%Q4 2018Q3 20234
Bricktown Capital, LLC 440.13%0.15%0.21%Q4 2022Q3 20234
Sunbelt Securities, Inc. 310.00%0.04%0.08%Q3 2020Q3 20234
Gallacher Capital Management LLC 440.74%0.88%0.96%Q4 2022Q3 20234
SPX Gestao de Recursos Ltda 210.28%3.86%9.21%Q1 2020Q2 20234
INVESTMENT HOUSE LLC 310.03%0.03%0.03%Q2 2020Q1 20224
Sentinus, LLC 440.30%0.38%0.51%Q3 2022Q2 20234
GREENWOOD CAPITAL ASSOCIATES LLC 220.35%0.58%0.87%Q4 2018Q3 20224
Miller Investment Management, LP 443.17%4.30%6.60%Q1 2019Q4 20194
MIRABELLA FINANCIAL SERVICES LLP 220.30%0.47%0.81%Q4 2019Q2 20224
Phoenix Holdings Ltd. 440.04%1.16%3.11%Q4 2022Q3 20234
SELDON CAPITAL LP 440.03%5.28%14.24%Q1 2022Q4 20224
MONEY CONCEPTS CAPITAL CORP 220.00%0.02%0.08%Q4 2020Q1 20234
Newbridge Financial Services Group, Inc. 440.00%0.03%0.04%Q4 2022Q3 20234
ING GROEP NV 220.01%0.07%0.15%Q3 2013Q3 20234
AMERICAN INTERNATIONAL GROUP, INC. 440.00%0.00%0.00%Q3 2014Q2 20154
WBI INVESTMENTS, LLC 210.01%0.03%0.06%Q1 2015Q1 20184
Y.D. More Investments Ltd 440.10%0.11%0.12%Q4 2022Q3 20234
Annandale Capital, LLC 440.46%0.58%0.67%Q4 2022Q3 20234
Kelman-Lazarov, Inc. 440.26%0.52%0.70%Q4 2022Q3 20234
BOOTHBAY FUND MANAGEMENT, LLC 210.01%0.04%0.12%Q1 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
BB&T SECURITIES, LLC 440.00%0.00%0.01%Q4 2017Q3 20184
VERUS CAPITAL PARTNERS, LLC 310.00%0.03%0.04%Q4 2019Q3 20234
FARLEY CAPITAL L.P. 441.36%1.73%2.48%Q4 2022Q3 20234
QCI ASSET MANAGEMENT INC/NY 440.00%0.00%0.01%Q3 2018Q2 20194
People's United Financial, Inc. 440.01%0.08%0.25%Q4 2020Q3 20214
Fortis Advisors, LLC 440.15%0.19%0.22%Q3 2020Q2 20214
WEXFORD CAPITAL LP 110.11%1.21%3.11%Q4 2021Q2 20234
Zions Bancorporation, N.A. 440.00%0.00%0.00%Q3 2020Q2 20214
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
ASB Consultores, LLC 330.11%0.21%0.40%Q4 2022Q2 20233
AVIANCE CAPITAL MANAGEMENT, LLC 330.02%0.05%0.07%Q3 2013Q1 20143
Legacy Advisors, LLC 330.07%0.07%0.08%Q3 2022Q1 20233
Van Berkom & Associates Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 330.00%0.00%0.00%Q4 2016Q2 20173
KEYBANK NATIONAL ASSOCIATION/OH 330.00%0.00%0.00%Q3 2020Q1 20213
CreativeOne Wealth, LLC 330.02%0.04%0.07%Q4 2020Q2 20213
Blume Capital Management, Inc. 330.16%0.18%0.18%Q4 2018Q2 20193
Alpine Global Management, LLC 110.08%0.12%0.18%Q2 2015Q1 20173
CAPITAL ONE FINANCIAL CORP 330.10%0.11%0.12%Q1 2020Q3 20203
Ancora Advisors LLC 110.00%0.03%0.08%Q3 2015Q3 20213
Golden State Wealth Management, LLC 330.01%0.07%0.10%Q1 2019Q3 20193
Atlas Private Wealth Advisors 330.01%0.01%0.01%Q1 2021Q3 20213
USS Investment Management Ltd 330.64%0.86%1.25%Q2 2018Q4 20183
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 210.00%0.00%0.00%Q3 2018Q3 20233
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
FIRST INTERSTATE BANK 330.04%3.99%6.83%Q2 2021Q4 20213
JOYN Advisors, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
BlackRock Investment Management, LLC 330.00%0.00%0.00%Q2 2016Q4 20163
Mariner, LLC 210.00%0.07%0.14%Q1 2015Q3 20233
Arrow Investment Advisors, LLC 330.34%0.82%1.38%Q4 2017Q2 20183
Connective Portfolio Management, LLC 112.82%3.25%4.05%Q2 2022Q2 20233
DT Investment Partners, LLC 330.02%0.03%0.04%Q2 2019Q4 20193
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 330.18%0.43%0.70%Q2 2014Q4 20143
CARY STREET PARTNERS ASSET MANAGEMENT LLC 210.08%0.08%0.09%Q4 2022Q3 20233
LMCG INVESTMENTS, LLC 330.20%0.23%0.26%Q1 2022Q3 20223
Strategies Wealth Advisors, LLC 330.04%0.05%0.06%Q4 2022Q2 20233
JTC Employer Solutions Trustee Ltd 330.01%0.01%0.01%Q2 2021Q4 20213
Foster Group, Inc. 330.04%0.06%0.08%Q1 2021Q3 20213
CI INVESTMENTS INC. 330.90%1.06%1.23%Q4 2022Q2 20233
Virtu Financial LLC 110.01%0.03%0.06%Q3 2017Q4 20193
LEUTHOLD GROUP, LLC 330.28%0.76%1.00%Q2 2019Q4 20193
Turim 21 Investimentos Ltda. 330.08%0.12%0.20%Q1 2023Q3 20233
Richard W. Paul & Associates, LLC 330.07%0.15%0.30%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.01%0.02%0.03%Q4 2022Q3 20233
GeoWealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
DUPONT CAPITAL MANAGEMENT CORP 330.01%0.01%0.01%Q2 2014Q4 20143
HAYS ADVISORY LLC 210.05%0.92%1.45%Q1 2015Q1 20183
Paloma Partners Management Co 210.01%0.04%0.11%Q1 2017Q3 20193
B. Riley Wealth Advisors, Inc. 110.00%0.06%0.17%Q2 2014Q4 20173
Independent Portfolio Consultants, Inc. 210.00%0.25%0.75%Q3 2014Q2 20153
Strategic Investment Solutions, Inc. /IL 330.02%0.03%0.04%Q1 2023Q3 20233
Wealth Alliance Advisory Group, LLC 331.33%1.34%1.36%Q4 2020Q2 20213
Running Point Capital Advisors, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
RIVER GLOBAL INVESTORS LLP 330.62%0.87%1.04%Q4 2015Q2 20163
Choate Investment Advisors 210.03%0.83%2.43%Q4 2018Q1 20233
Moneda S.A. Administradora General de Fondos 330.82%0.91%1.04%Q1 2023Q3 20233
LAZARD ASSET MANAGEMENT LLC 210.00%0.00%0.00%Q2 2013Q2 20233
Cavalier Investments, LLC 330.86%0.92%1.02%Q1 2019Q3 20193
FIRST AMERICAN TRUST, FSB 330.04%0.04%0.04%Q2 2020Q4 20203
MOORE CAPITAL MANAGEMENT, LP 210.12%0.29%0.50%Q3 2016Q4 20173
Invesco Ltd. 330.00%0.00%0.00%Q1 2023Q3 20233
Consolidated Investment Group LLC 330.99%1.00%1.01%Q1 2020Q3 20203
SIGNET FINANCIAL MANAGEMENT, LLC 210.00%0.00%0.00%Q1 2018Q4 20213
Red Tortoise LLC 210.02%0.02%0.02%Q3 2021Q1 20233
Stewardship Financial Advisors, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Flagship Private Wealth, LLC 330.05%0.07%0.08%Q4 2020Q2 20213
Pekin Hardy Strauss, Inc. 330.07%0.10%0.12%Q4 2021Q2 20223
ROOSEVELT INVESTMENT GROUP LLC 330.38%0.44%0.52%Q2 2013Q4 20133
Gryphon Financial Partners LLC 330.00%0.00%0.00%Q4 2017Q2 20183
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 330.16%0.18%0.19%Q2 2017Q4 20173
Fisher Asset Management, LLC 330.00%0.00%0.00%Q3 2018Q1 20193
MANAGED ACCOUNT ADVISORS LLC 210.00%0.00%0.00%Q2 2013Q2 20153
FIL Ltd 210.00%0.01%0.01%Q2 2022Q1 20233
M&T BANK CORP 210.01%0.03%0.05%Q4 2018Q2 20233
Vantage Investment Partners, LLC 330.05%3.28%5.74%Q4 2018Q2 20193
Cape Investment Advisory, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
Procyon Advisors, LLC 330.01%0.13%0.35%Q4 2019Q2 20203
Advisory Alpha, LLC 210.00%0.00%0.00%Q4 2019Q3 20203
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.00%0.19%0.41%Q1 2020Q3 20213
OPSEU Pension Plan Trust Fund 3371.72%73.82%75.73%Q1 2023Q3 20233
Elo Mutual Pension Insurance Co 330.09%0.11%0.13%Q4 2022Q2 20233
Donald L. Hagan, LLC 330.13%0.15%0.17%Q1 2023Q3 20233
Forward Management, LLC 330.00%0.00%0.00%Q2 2017Q4 20173
Hudson Bay Capital Management LP 220.49%0.67%1.02%Q2 2023Q3 20233
MACQUARIE GROUP LTD 330.01%0.02%0.02%Q1 2023Q3 20233
AMS Capital Ltda 3321.09%25.67%33.23%Q1 2019Q3 20193
AEGON USA Investment Management, LLC 330.01%0.01%0.01%Q3 2014Q1 20153
Weil Company, Inc. 330.22%0.62%0.88%Q1 2022Q3 20223
WEBSTER BANK, N. A. 330.05%0.10%0.18%Q2 2015Q4 20153
CANADA PENSION PLAN INVESTMENT BOARD 110.05%0.29%0.53%Q4 2018Q2 20203
Financial Partners Group, Inc 210.18%0.66%1.00%Q1 2019Q1 20203
Darwin Wealth Management, LLC 330.72%0.76%0.83%Q1 2023Q3 20233
SOL Capital Management CO 330.03%0.04%0.05%Q1 2023Q3 20233
Quantitative Systematic Strategies LLC 330.05%0.11%0.16%Q2 2019Q4 20193
Rockbridge Investment Management, LCC 330.01%0.01%0.01%Q2 2021Q4 20213
55I, LLC 210.05%0.15%0.35%Q2 2019Q3 20223
NN Investment Partners Holdings N.V. 330.01%0.01%0.01%Q1 2019Q3 20193
RS INVESTMENT MANAGEMENT CO LLC 330.00%0.01%0.01%Q3 2015Q1 20163
Private Ocean, LLC 210.00%0.00%0.00%Q4 2021Q3 20223
SteelPeak Wealth, LLC 330.08%0.08%0.09%Q4 2020Q2 20213
Jane Street Holding, LLC 330.03%0.12%0.27%Q2 2013Q4 20133
CLOUGH CAPITAL PARTNERS L P 210.03%0.42%0.90%Q3 2013Q2 20233
Concord Wealth Partners 330.00%0.00%0.00%Q4 2021Q2 20223
Jacobi Capital Management LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Lindbrook Capital, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Koshinski Asset Management, Inc. 220.00%0.00%0.01%Q4 2021Q1 20222
PFS INVESTMENTS INC. 220.11%0.12%0.12%Q1 2023Q2 20232
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.01%Q2 2022Q2 20232
FOUNDERS FINANCIAL SECURITIES LLC 220.23%0.25%0.26%Q1 2023Q2 20232
Powell Investment Advisors, LLC 110.00%0.01%0.01%Q4 2021Q4 20222
SALEM INVESTMENT COUNSELORS INC 220.10%0.10%0.10%Q2 2019Q3 20192
Realta Investment Advisors 220.01%0.01%0.01%Q2 2023Q3 20232
Gramercy Funds Management LLC 220.17%0.28%0.38%Q2 2017Q3 20172
Tranquilli Financial Advisor LLC 220.21%0.22%0.23%Q1 2023Q2 20232
Horizon Investments, LLC 221.03%1.04%1.06%Q1 2023Q2 20232
Insight Wealth Strategies, LLC 220.17%0.18%0.19%Q2 2019Q3 20192
Allen Investment Management, LLC 220.12%0.13%0.14%Q3 2021Q4 20212
ASSETMARK, INC 110.00%0.00%0.00%Q3 2020Q3 20232
San Luis Wealth Advisors LLC 110.02%0.11%0.20%Q3 2021Q1 20222
Lenox Wealth Advisors, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Telemetry Investments, L.L.C. 110.13%0.27%0.40%Q4 2017Q4 20212
EverSource Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Ackerman Capital Advisors, LLC 220.09%1.13%2.16%Q4 2017Q1 20182
Capital Investment Counsel, Inc 220.04%0.05%0.05%Q1 2022Q2 20222
TUCKER ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Thai Life Insurance PCL. 220.85%0.86%0.87%Q1 2017Q2 20172
180 WEALTH ADVISORS, LLC 220.09%0.10%0.10%Q4 2019Q1 20202
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q2 2019Q4 20212
Bryn Mawr Capital Management, LLC 220.12%0.13%0.13%Q1 2021Q2 20212
Grantham, Mayo, Van Otterloo & Co. LLC 110.10%0.15%0.19%Q4 2019Q3 20212
Alberta Investment Management Corp 110.22%0.67%1.13%Q4 2018Q4 20192
FIRST NATIONAL CORP /MA/ /ADV 220.01%0.01%0.01%Q4 2018Q1 20192
Maven Securities LTD 110.06%0.24%0.42%Q3 2020Q3 20212
Janney Capital Management LLC 220.12%0.12%0.13%Q3 2013Q4 20132
DIXON HUBARD FEINOUR & BROWN INC/VA 220.07%0.07%0.08%Q1 2019Q2 20192
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.01%0.02%0.03%Q1 2016Q4 20172
BlueCrest Capital Management LLP 220.04%0.10%0.16%Q3 2013Q4 20132
BEAM WEALTH ADVISORS, INC. 220.41%0.85%1.29%Q4 2019Q1 20202
Mutual Advisors, LLC 110.03%0.04%0.06%Q4 2019Q3 20202
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 220.01%0.01%0.01%Q1 2021Q2 20212
HighTower Trust Company, N.A. 220.12%0.14%0.16%Q3 2013Q4 20132
Baker Avenue Asset Management, LP 220.02%0.02%0.02%Q4 2018Q1 20192
Venture Visionary Partners LLC 110.00%0.17%0.33%Q4 2019Q2 20222
Beacon Capital Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BARINGS LLC 220.09%0.39%0.69%Q1 2022Q2 20222
TORONTO DOMINION BANK 110.00%0.04%0.09%Q3 2021Q3 20232
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 220.04%0.04%0.05%Q3 2020Q4 20202
Schonfeld Strategic Advisors LLC 220.01%0.01%0.01%Q1 2022Q2 20222
VANGUARD GROUP INC 220.00%0.00%0.00%Q2 2023Q3 20232
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q1 2018Q3 20182
ClariVest Asset Management LLC 220.01%0.01%0.01%Q4 2017Q1 20182
McIlrath & Eck, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
KESTRA PRIVATE WEALTH SERVICES, LLC 220.05%0.06%0.06%Q3 2020Q4 20202
AXIOM INVESTORS LLC /DE 220.02%0.04%0.05%Q4 2014Q1 20152
B, B, H, & B INC. 220.22%1.44%2.67%Q4 2020Q1 20212
Inscription Capital, LLC 220.01%0.01%0.02%Q4 2018Q1 20192
Biltmore Family Office, LLC 220.00%0.04%0.08%Q3 2019Q4 20192
PARTNERS CAPITAL INVESTMENT GROUP, LLP 220.09%0.10%0.12%Q2 2023Q3 20232
Perennial Advisors, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
COLTON GROOME FINANCIAL ADVISORS, LLC 220.36%0.60%0.85%Q1 2023Q2 20232
Ausdal Financial Partners, Inc. 220.08%0.08%0.09%Q1 2019Q2 20192
Visionary Asset Management, Inc. 220.09%0.10%0.10%Q1 2015Q2 20152
Allie Family Office LLC 220.18%0.19%0.20%Q2 2023Q3 20232
Wagner Wealth Management, LLC 110.00%0.00%0.00%Q3 2018Q4 20202
FineMark National Bank & Trust 110.00%0.00%0.00%Q2 2015Q4 20162
Merit Financial Group, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
HERSHEY TRUST CO 220.03%0.07%0.12%Q3 2020Q4 20202
Hunting Hill Global Capital, LLC 110.51%1.64%2.76%Q4 2017Q2 20192
3EDGE Asset Management, LP 110.12%0.24%0.36%Q4 2022Q3 20232
FIDUCIARY TRUST CO 220.02%0.02%0.02%Q2 2023Q3 20232
Cypress Wealth Services, LLC 220.05%0.05%0.05%Q4 2020Q1 20212
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
Myriad Asset Management Ltd. 221.83%2.04%2.26%Q1 2017Q2 20172
ROMAN BUTLER FULLERTON & CO 220.44%0.46%0.48%Q1 2019Q2 20192
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Equitable Holdings, Inc. 220.01%0.02%0.03%Q4 2019Q1 20202
Good Harbor Financial, LLC 220.00%0.01%0.01%Q2 2014Q3 20142
Laird Norton Wetherby Wealth Management, LLC 220.10%0.11%0.12%Q2 2019Q3 20192
BlueCrest Capital Management Ltd 220.02%0.03%0.03%Q1 2019Q2 20192
Integrity Advisory, LLC 221.12%1.20%1.28%Q2 2022Q3 20222
LAKE STREET ADVISORS GROUP, LLC 220.12%0.13%0.15%Q2 2023Q3 20232
Executive Wealth Management, LLC 110.35%0.59%0.84%Q1 2020Q2 20222
ALTERNA WEALTH MANAGEMENT, INC 220.15%0.60%1.05%Q4 2018Q1 20192
Granite Point Capital Management, L.P. 220.24%0.27%0.30%Q1 2015Q2 20152
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q4 2020Q2 20232
Transform Wealth, LLC 220.12%0.12%0.12%Q4 2020Q1 20212
Western Wealth Management, LLC 220.04%0.04%0.04%Q1 2021Q2 20212
Natixis Investment Managers International 220.01%0.01%0.01%Q2 2016Q3 20162
GSA CAPITAL PARTNERS LLP 110.06%0.06%0.06%Q1 2023Q3 20232
Ironwood Financial, llc 220.01%0.02%0.03%Q1 2018Q2 20182
Claraphi Advisory Network, LLC 110.03%0.08%0.13%Q1 2019Q1 20202
Exos TFP Holdings LLC 220.44%0.51%0.58%Q3 2022Q4 20222
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Graves Light Lenhart Wealth, Inc. 220.00%0.00%0.01%Q4 2021Q1 20222
MATRIX PRIVATE CAPITAL GROUP LLC 220.01%0.01%0.01%Q2 2021Q3 20212
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
STARR INTERNATIONAL CO INC 225.19%6.00%6.80%Q4 2019Q1 20202
Graticule Asia Macro Advisors LLC 110.26%0.35%0.43%Q1 2018Q1 20192
RHUMBLINE ADVISERS 220.00%0.00%0.00%Q2 2023Q3 20232
DCF Advisers, LLC 220.27%0.57%0.88%Q3 2022Q4 20222
Stratos Wealth Advisors, LLC 110.01%0.03%0.05%Q1 2020Q4 20212
Banco Santander, S.A. 220.03%0.04%0.06%Q1 2022Q2 20222
PRINCIPAL FINANCIAL GROUP INC 110.00%0.00%0.00%Q4 2019Q1 20232
Belvedere Trading LLC 110.00%0.01%0.02%Q3 2021Q3 20212
LOOMIS SAYLES & CO L P 220.00%0.00%0.00%Q1 2023Q2 20232
BROWN ADVISORY INC 220.00%0.00%0.00%Q1 2020Q2 20202
RBF Capital, LLC 220.10%0.11%0.12%Q1 2022Q2 20222
Gruss & Co., LLC 220.33%1.38%2.43%Q1 2018Q2 20182
Heritage Wealth Advisors 110.00%0.00%0.01%Q3 2019Q1 20232
Roger Wittlin Investment Advisory, LLC 220.56%0.62%0.68%Q1 2023Q2 20232
Bayesian Capital Management, LP 110.12%0.12%0.12%Q2 2019Q2 20191
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
EisnerAmper Wealth Management Corporate Benefits, LLC 110.56%0.56%0.56%Q4 2023Q4 20231
Alpha Wave Global, LP 112.12%2.12%2.12%Q2 2022Q2 20221
Trexquant Investment LP 110.02%0.02%0.02%Q3 2020Q3 20201
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.02%0.02%0.02%Q2 2021Q2 20211
Regent Investment Management LLC 110.19%0.19%0.19%Q3 2020Q3 20201
WFG Advisors, LP 110.01%0.01%0.01%Q1 2014Q1 20141
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Wealth Management Partners, LLC 110.17%0.17%0.17%Q1 2021Q1 20211
Friedenthal Financial 112.95%2.95%2.95%Q2 2018Q2 20181
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Beacon Pointe Advisors, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Walleye Capital LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Corient Private Wealth LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Banco BTG Pactual S.A. 112.64%2.64%2.64%Q1 2023Q1 20231
Surevest, LLC 110.51%0.51%0.51%Q3 2021Q3 20211
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
QCM Cayman, Ltd. 110.48%0.48%0.48%Q2 2020Q2 20201
Miracle Mile Advisors, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Quad-Cities Investment Group, LLC 110.06%0.06%0.06%Q2 2018Q2 20181
SVB Investment Services Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
STAPP WEALTH MANAGEMENT, PLLC 110.00%0.00%0.00%Q3 2022Q3 20221
K2 PRINCIPAL FUND, L.P. 110.15%0.15%0.15%Q4 2015Q4 20151
Paragon Advisors, LLC 110.38%0.38%0.38%Q4 2020Q4 20201
Sigma Planning Corp 110.03%0.03%0.03%Q3 2017Q3 20171
FIRST NATIONAL BANK SIOUX FALLS 110.16%0.16%0.16%Q3 2023Q3 20231
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Transparent Wealth Partners LLC 110.96%0.96%0.96%Q1 2022Q1 20221
Bogart Wealth, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Y-Intercept (Hong Kong) Ltd 110.37%0.37%0.37%Q1 2021Q1 20211
TRUST CO OF VERMONT 110.00%0.00%0.00%Q3 2013Q3 20131
Altshuler Shaham Ltd 110.00%0.00%0.00%Q2 2021Q2 20211
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
KDI CAPITAL PARTNERS LLC 110.27%0.27%0.27%Q1 2019Q1 20191
Sensato Investors LLC 111.20%1.20%1.20%Q2 2019Q2 20191
PROVENCE WEALTH MANAGEMENT GROUP 110.03%0.03%0.03%Q3 2023Q3 20231
Blueprint Investment Partners LLC 110.15%0.15%0.15%Q1 2023Q1 20231
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
MOULTON WEALTH MANAGEMENT, INC 111.61%1.61%1.61%Q1 2023Q1 20231
MACKENZIE FINANCIAL CORP 110.02%0.02%0.02%Q4 2018Q4 20181
Oak Point Wealth Management 110.33%0.33%0.33%Q1 2018Q1 20181
Engrave Wealth Partners LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Gupta Wealth Management LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Glassy Mountain Advisors, Inc. 111.29%1.29%1.29%Q1 2023Q1 20231
Fund Evaluation Group, LLC 110.34%0.34%0.34%Q3 2021Q3 20211
FLAGSHIP HARBOR ADVISORS, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Paragon Capital Management Ltd 110.01%0.01%0.01%Q4 2021Q4 20211
AXS Investments LLC 110.02%0.02%0.02%Q4 2022Q4 20221
FinTrust Capital Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Greystone Financial Group, LLC 110.33%0.33%0.33%Q4 2021Q4 20211
NATIXIS 110.02%0.02%0.02%Q3 2020Q3 20201
CHEMICAL BANK 110.03%0.03%0.03%Q2 2019Q2 20191
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
SOCIETE GENERALE 110.03%0.03%0.03%Q2 2016Q2 20161
Quent Capital, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
WASATCH ADVISORS LP 110.00%0.00%0.00%Q4 2020Q4 20201
BAROMETER CAPITAL MANAGEMENT INC. 110.16%0.16%0.16%Q1 2023Q1 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Cypress Capital Management LLC (WY) 110.01%0.01%0.01%Q3 2019Q3 20191
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Montecito Bank & Trust 110.13%0.13%0.13%Q1 2019Q1 20191
Fiduciary Alliance LLC 110.01%0.01%0.01%Q2 2023Q2 20231
OLD SECOND NATIONAL BANK OF AURORA 110.00%0.00%0.00%Q4 2022Q4 20221
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
FIRST HAWAIIAN BANK 110.00%0.00%0.00%Q3 2018Q3 20181
Alphadyne Asset Management LP 1111.20%11.20%11.20%Q2 2021Q2 20211
Wealthspire Advisors, L.P. 110.02%0.02%0.02%Q2 2017Q2 20171
Penserra Capital Management LLC 110.27%0.27%0.27%Q4 2017Q4 20171
SYON CAPITAL LLC 112.94%2.94%2.94%Q3 2023Q3 20231
Safeguard Investment Advisory Group, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Peregrine Asset Advisers, Inc. 110.19%0.19%0.19%Q3 2018Q3 20181
AMG National Trust Bank 110.06%0.06%0.06%Q3 2014Q3 20141
MASON STREET ADVISORS, LLC 110.17%0.17%0.17%Q4 2013Q4 20131
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q2 2016Q2 20161
CAPITAL ONE, NATIONAL ASSOCIATION 110.12%0.12%0.12%Q4 2019Q4 20191
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Cornerstone Wealth Group, LLC 111.40%1.40%1.40%Q1 2023Q1 20231
Tidal Investments LLC 110.02%0.02%0.02%Q2 2022Q2 20221
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
Angeles Investment Advisors, LLC 110.69%0.69%0.69%Q1 2023Q1 20231
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
PARK AVENUE SECURITIES LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Regal Investment Advisors LLC 110.04%0.04%0.04%Q1 2018Q1 20181
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 110.74%0.74%0.74%Q4 2015Q4 20151
Price Capital Management, Inc. 113.78%3.78%3.78%Q3 2017Q3 20171
Fieldpoint Private Securities, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
NIEMANN CAPITAL MANAGEMENT INC 112.14%2.14%2.14%Q3 2017Q3 20171
TD Capital Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Mawer Investment Management Ltd. 110.04%0.04%0.04%Q4 2021Q4 20211
AdvisorNet Financial, Inc 110.00%0.00%0.00%Q2 2022Q2 20221
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q1 2021Q1 20211
Candlestick Capital Management LP 110.38%0.38%0.38%Q2 2020Q2 20201
CRA Financial Services, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
Cougar Global Investments Ltd 110.61%0.61%0.61%Q1 2019Q1 20191
First PREMIER Bank 110.00%0.00%0.00%Q2 2022Q2 20221
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q3 2020Q3 20201
ADVENT CAPITAL MANAGEMENT /DE/ 110.01%0.01%0.01%Q2 2015Q2 20151
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Cribstone Capital Management, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Industrial Alliance Investment Management Inc. 110.73%0.73%0.73%Q1 2022Q1 20221
Gould Capital, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Quaker Wealth Management, LLC 110.60%0.60%0.60%Q3 2021Q3 20211
Delpha Capital Management, LLC 110.90%0.90%0.90%Q1 2018Q1 20181
Alden Global Capital LLC 114.25%4.25%4.25%Q1 2022Q1 20221
Regal Wealth Group, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
CHURCHILL MANAGEMENT Corp 110.07%0.07%0.07%Q4 2020Q4 20201
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Salient Capital Advisors, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
BAINCO INTERNATIONAL INVESTORS 110.20%0.20%0.20%Q4 2018Q4 20181
PINNACLE FINANCIAL PARTNERS INC 110.00%0.00%0.00%Q1 2020Q1 20201
All Season Financial Advisors, Inc. 112.45%2.45%2.45%Q2 2022Q2 20221
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.00%0.00%0.00%Q4 2018Q4 20181
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 110.10%0.10%0.10%Q2 2021Q2 20211
Register Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Moors & Cabot, Inc. 110.03%0.03%0.03%Q4 2017Q4 20171
Capital Wealth Alliance, LLC 110.26%0.26%0.26%Q1 2023Q1 20231
All Terrain Financial Advisors, LLC 110.04%0.04%0.04%Q4 2017Q4 20171
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Covington Capital Management 110.00%0.00%0.00%Q2 2021Q2 20211
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Gradient Investments LLC 110.00%0.00%0.00%Q3 2016Q3 20161
GREAT VALLEY ADVISOR GROUP, INC. 110.07%0.07%0.07%Q1 2021Q1 20211
Apollon Wealth Management, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Cerity Partners LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Indiana Trust & Investment Management CO 110.06%0.06%0.06%Q3 2023Q3 20231
BSN Capital Partners Ltd 1110.44%10.44%10.44%Q3 2022Q3 20221
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q1 2023Q1 20231
YALE UNIVERSITY 1165.54%65.54%65.54%Q1 2021Q1 20211
Lebenthal Asset Management, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Vontobel Swiss Wealth Advisors AG 113.94%3.94%3.94%Q1 2017Q1 20171
Employees Retirement System of Texas 110.10%0.10%0.10%Q2 2022Q2 20221
Kathleen S. Wright Associates Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Hefty Wealth Partners 110.57%0.57%0.57%Q1 2018Q1 20181
SEI TRUST CO 110.02%0.02%0.02%Q4 2013Q4 20131
Pallas Capital Advisors LLC 110.02%0.02%0.02%Q2 2023Q2 20231
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
UMB Bank, n.a. 110.00%0.00%0.00%Q1 2022Q1 20221
Windmill Hill Asset Management Ltd 119.48%9.48%9.48%Q4 2020Q4 20201
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Field & Main Bank 110.00%0.00%0.00%Q2 2022Q2 20221
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q4 2020Q4 20201
Balentine LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Sandy Spring Bank 110.00%0.00%0.00%Q4 2022Q4 20221
Avestar Capital, LLC 111.18%1.18%1.18%Q2 2023Q2 20231
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 110.77%0.77%0.77%Q1 2023Q1 20231
Privium Fund Management B.V. 110.26%0.26%0.26%Q2 2023Q2 20231
Vigilant Capital Management, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
MKD WEALTH COACHES, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
COBIZ WEALTH, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
E Fund Management (Hong Kong) Co., Ltd. 110.10%0.10%0.10%Q4 2020Q4 20201
WEDBUSH SECURITIES INC 110.07%0.07%0.07%Q3 2017Q3 20171
F3Logic, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
NewEdge Wealth, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Crewe Advisors LLC 110.01%0.01%0.01%Q2 2019Q2 20191
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Allworth Financial LP 110.00%0.00%0.00%Q4 2019Q4 20191
Symmetry Investments LP 111.30%1.30%1.30%Q4 2022Q4 20221
Horan Securities, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
Timber Hill LLC 110.02%0.02%0.02%Q3 2017Q3 20171
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Point72 Europe (London) LLP 110.17%0.17%0.17%Q3 2023Q3 20231
Freedom Investment Management, Inc. 110.08%0.08%0.08%Q4 2020Q4 20201
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Soros Fund Management 110.37%0.37%0.37%Q3 2020Q3 20201
LIBERTY WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q2 2019Q2 20191
D. E. Shaw & Co., Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Permit Capital Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Leucadia National 110.01%0.01%0.01%Q3 2023Q3 20231
Ipsen Advisor Group LLC 110.38%0.38%0.38%Q4 2022Q4 20221
NewSquare Capital LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Riverview Trust Co 110.07%0.07%0.07%Q3 2023Q3 20231
Astoria Portfolio Advisors LLC. 110.37%0.37%0.37%Q4 2021Q4 20211
Financial Architects, Inc 110.00%0.00%0.00%Q1 2019Q1 20191
Vestpro Financial Partners, Inc. dba CPF Texas 110.30%0.30%0.30%Q1 2018Q1 20181
Osher Van de Voorde Investment Management 110.09%0.09%0.09%Q4 2019Q4 20191
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2017Q2 20171
External links

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