ISHARES U S ETF TR shareholder history

Current and past ISHARES U S ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
KCM INVESTMENT ADVISORS LLC 20200.02%0.02%0.03%Q4 2018Q3 202320
WELLS FARGO & COMPANY/MN 19190.00%0.00%0.00%Q1 2019Q3 202319
Tower Research Capital LLC (TRC) 17170.00%0.03%0.13%Q3 2019Q3 202317
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Cambridge Investment Research Advisors, Inc. 15150.00%0.01%0.01%Q1 2020Q3 202315
Ironwood Financial, llc 15150.15%0.43%1.20%Q1 2020Q3 202315
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 14140.03%0.04%0.05%Q2 2020Q3 202314
ROYAL BANK OF CANADA 1130.00%0.00%0.00%Q1 2020Q3 202314
American Portfolios Advisors 1210.00%0.00%0.01%Q3 2018Q3 202213
Creative Planning 13130.00%0.00%0.00%Q3 2020Q3 202313
TRUIST FINANCIAL CORP 13130.00%0.00%0.01%Q3 2020Q3 202313
LPL Financial LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Bay Harbor Wealth Management, LLC 12120.11%0.12%0.14%Q4 2020Q3 202312
COMMONWEALTH EQUITY SERVICES, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Raymond James Financial Services Advisors, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
Cetera Advisors LLC 11110.01%0.02%0.02%Q4 2020Q2 202311
Regal Investment Advisors LLC 1010.02%0.02%0.03%Q4 2020Q3 202311
SUSQUEHANNA INTERNATIONAL GROUP, LLP 920.00%0.00%0.00%Q3 2020Q2 202311
Moloney Securities Asset Management, LLC 10100.05%0.05%0.06%Q2 2021Q3 202310
UBS Group AG 520.00%0.00%0.00%Q3 2020Q3 202310
Citadel Advisors 310.00%0.00%0.00%Q1 2020Q1 20238
NEXT Financial Group, Inc 620.00%0.00%0.00%Q4 2019Q4 20218
Financial Partners Group, Inc 880.11%0.12%0.16%Q2 2020Q1 20228
Advocacy Wealth Management Services, LLC 880.00%0.47%1.53%Q2 2020Q1 20228
SUTTON PLACE INVESTORS LLC 880.64%1.32%1.91%Q4 2021Q3 20238
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
Advisors Capital Management, LLC 430.01%0.02%0.02%Q4 2021Q3 20237
TRUST CO OF VERMONT 770.00%0.00%0.00%Q4 2019Q2 20217
RETIREMENT CAPITAL STRATEGIES 770.09%0.12%0.20%Q3 2020Q1 20227
Advisory Services Network, LLC 210.00%0.00%0.00%Q4 2019Q1 20237
Fulcrum Equity Management 410.24%1.07%1.66%Q2 2020Q3 20236
PARSONS CAPITAL MANAGEMENT INC/RI 660.02%0.03%0.03%Q3 2020Q4 20216
Black Swift Group, LLC 660.00%0.00%0.00%Q2 2019Q3 20206
Laurel Wealth Advisors LLC 420.00%0.00%0.00%Q4 2021Q3 20236
Aptus Capital Advisors, LLC 410.00%0.00%0.00%Q2 2022Q3 20235
Orion Capital Management LLC 550.01%0.01%0.01%Q4 2020Q4 20215
LADENBURG THALMANN FINANCIAL SERVICES INC. 550.00%0.00%0.00%Q4 2018Q4 20195
NWAM LLC 550.03%0.03%0.03%Q4 2020Q4 20215
First Horizon Advisors, Inc. 310.00%0.00%0.00%Q4 2021Q4 20224
ENVESTNET ASSET MANAGEMENT INC 310.00%0.00%0.00%Q3 2020Q4 20214
Sowell Financial Services LLC 310.00%0.00%0.00%Q3 2019Q3 20204
Farther Finance Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Sigma Planning Corp 440.01%0.01%0.01%Q2 2021Q1 20224
Dynamic Advisor Solutions LLC 440.02%0.02%0.02%Q4 2020Q3 20214
Mariner, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Kozak & Associates, Inc. 4410.88%11.52%12.22%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
JPMORGAN CHASE & CO 440.00%0.00%0.00%Q4 2022Q3 20234
Shira Ridge Wealth Management 440.49%0.56%0.62%Q4 2022Q3 20234
Steward Partners Investment Advisory, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Cerity Partners LLC 330.01%0.01%0.01%Q3 2021Q1 20223
Portfolio Strategies, Inc. 330.21%0.25%0.31%Q1 2020Q3 20203
Charter Oak Capital Management, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Miracle Mile Advisors, LLC 330.03%0.04%0.04%Q2 2019Q4 20193
ZRC WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2018Q3 20233
BlackRock Inc. 210.00%0.00%0.00%Q1 2018Q4 20183
FMR LLC 110.00%0.00%0.00%Q3 2021Q4 20223
RAYMOND JAMES & ASSOCIATES 210.00%0.00%0.00%Q4 2021Q3 20223
CAPTRUST FINANCIAL ADVISORS 220.00%0.00%0.00%Q1 2022Q2 20222
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q4 2022Q3 20232
HARBOUR INVESTMENTS, INC. 220.00%0.00%0.00%Q3 2021Q4 20212
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q3 2022Q3 20221
First Capital Advisors Group, LLC. 110.88%0.88%0.88%Q4 2021Q4 20211
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Spire Wealth Management 110.00%0.00%0.00%Q2 2022Q2 20221
Legacy Capital Group California, Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Patriot Financial Group Insurance Agency, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
KM Capital Management Ltd. 110.14%0.14%0.14%Q3 2023Q3 20231
Cordant, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
FLOW TRADERS U.S. LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Destiny Wealth Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MML INVESTORS SERVICES, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MORGAN STANLEY 110.00%0.00%0.00%Q3 2023Q3 20231
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
NIEMANN CAPITAL MANAGEMENT INC 110.65%0.65%0.65%Q2 2020Q2 20201
PATHSTONE FAMILY OFFICE, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SOA Wealth Advisors, LLC. 110.00%0.00%0.00%Q4 2020Q4 20201
External links

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