Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
KCM INVESTMENT ADVISORS LLC | 20 | 20 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
WELLS FARGO & COMPANY/MN | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Tower Research Capital LLC (TRC) | 17 | 17 | 0.00% | 0.03% | 0.13% | Q3 2019 | Q3 2023 | 17 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Cambridge Investment Research Advisors, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Ironwood Financial, llc | 15 | 15 | 0.15% | 0.43% | 1.20% | Q1 2020 | Q3 2023 | 15 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
ROYAL BANK OF CANADA | 11 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
American Portfolios Advisors | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2022 | 13 |
Creative Planning | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
TRUIST FINANCIAL CORP | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
LPL Financial LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Bay Harbor Wealth Management, LLC | 12 | 12 | 0.11% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 12 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Raymond James Financial Services Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Cetera Advisors LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 11 |
Regal Investment Advisors LLC | 10 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 11 |
Moloney Securities Asset Management, LLC | 10 | 10 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
UBS Group AG | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 8 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 8 |
Financial Partners Group, Inc | 8 | 8 | 0.11% | 0.12% | 0.16% | Q2 2020 | Q1 2022 | 8 |
Advocacy Wealth Management Services, LLC | 8 | 8 | 0.00% | 0.47% | 1.53% | Q2 2020 | Q1 2022 | 8 |
SUTTON PLACE INVESTORS LLC | 8 | 8 | 0.64% | 1.32% | 1.91% | Q4 2021 | Q3 2023 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Advisors Capital Management, LLC | 4 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
TRUST CO OF VERMONT | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
RETIREMENT CAPITAL STRATEGIES | 7 | 7 | 0.09% | 0.12% | 0.20% | Q3 2020 | Q1 2022 | 7 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 7 |
Fulcrum Equity Management | 4 | 1 | 0.24% | 1.07% | 1.66% | Q2 2020 | Q3 2023 | 6 |
PARSONS CAPITAL MANAGEMENT INC/RI | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2021 | 6 |
Black Swift Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
Laurel Wealth Advisors LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Aptus Capital Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Orion Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
NWAM LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2021 | 5 |
First Horizon Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
ENVESTNET ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 4 |
Sowell Financial Services LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Sigma Planning Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Kozak & Associates, Inc. | 4 | 4 | 10.88% | 11.52% | 12.22% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JPMORGAN CHASE & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 0.49% | 0.56% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Steward Partners Investment Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Cerity Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Portfolio Strategies, Inc. | 3 | 3 | 0.21% | 0.25% | 0.31% | Q1 2020 | Q3 2020 | 3 |
Charter Oak Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Miracle Mile Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 3 |
BlackRock Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 3 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 3 |
RAYMOND JAMES & ASSOCIATES | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
HARBOUR INVESTMENTS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2021 | Q4 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
KM Capital Management Ltd. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MORGAN STANLEY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2020 | Q2 2020 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SOA Wealth Advisors, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
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.