ISHARES U S ETF TR shareholder history

Current and past ISHARES U S ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WELLS FARGO & COMPANY/MN 28280.00%0.00%0.00%Q4 2016Q3 202328
STIFEL FINANCIAL CORP 27270.00%0.00%0.01%Q1 2017Q3 202327
Geneos Wealth Management Inc. 25250.00%0.00%0.00%Q2 2017Q2 202325
Destination Wealth Management 25250.02%0.04%0.14%Q3 2017Q3 202325
Laffer Tengler Investments, Inc. 25250.03%0.13%0.62%Q4 2016Q4 202225
LPL Financial LLC 13120.00%0.00%0.01%Q2 2017Q3 202325
JANE STREET GROUP, LLC 810.00%0.00%0.01%Q3 2015Q3 202324
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.17%Q3 2018Q3 202321
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.00%Q3 2016Q3 202320
UBS Group AG 810.00%0.00%0.00%Q3 2016Q3 202320
BANK OF AMERICA CORP /DE/ 1220.00%0.01%0.06%Q1 2018Q3 202319
ROYAL BANK OF CANADA 1270.00%0.00%0.00%Q3 2017Q3 202319
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
Citadel Advisors 840.00%0.00%0.00%Q3 2018Q3 202317
Retirement Group, LLC 1410.01%0.04%0.09%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
MORGAN STANLEY 1220.00%0.00%0.00%Q4 2017Q3 202314
NorthCoast Asset Management LLC 13130.35%1.28%1.93%Q3 2018Q3 202113
Covington Investment Advisors Inc. 13132.52%3.07%3.73%Q3 2015Q3 201813
ENVESTNET ASSET MANAGEMENT INC 12120.00%0.01%0.01%Q1 2020Q4 202212
Good Life Advisors, LLC 11110.07%2.09%2.90%Q4 2017Q2 202011
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11110.00%0.00%0.00%Q1 2021Q3 202311
Rockefeller Capital Management L.P. 11110.00%0.00%0.00%Q4 2020Q2 202311
BANK OF MONTREAL /CAN/ 920.00%0.00%0.00%Q4 2020Q3 202311
ASSETMARK, INC 910.00%0.00%0.00%Q4 2016Q3 201910
FMR LLC 810.00%0.00%0.00%Q2 2021Q3 20239
TUCKER ASSET MANAGEMENT LLC 990.01%0.01%0.01%Q3 2021Q3 20239
Advisory Services Network, LLC 410.00%0.00%0.00%Q2 2019Q1 20239
Avestar Capital, LLC 990.22%0.33%0.45%Q1 2020Q1 20229
Richard Bernstein Advisors LLC 880.00%2.08%3.40%Q4 2020Q3 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Connectus Wealth, LLC 770.12%0.51%0.88%Q1 2022Q3 20237
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 660.00%0.01%0.01%Q4 2020Q1 20226
Outlook Wealth Advisors, LLC 660.10%0.11%0.12%Q2 2021Q3 20226
Advisor Group, Inc. 660.00%0.00%0.00%Q1 2018Q2 20196
SOUTHERN CAPITAL ADVISORS, LLC 661.65%3.25%3.78%Q4 2021Q1 20236
WOLFF WIESE MAGANA LLC 660.04%0.29%0.41%Q4 2020Q1 20226
Seascape Capital Management 662.58%4.30%5.84%Q3 2021Q4 20226
TRANSCEND CAPITAL ADVISORS, LLC 660.07%0.57%0.87%Q4 2020Q1 20226
Snowden Capital Advisors LLC 310.00%0.02%0.05%Q1 2018Q4 20216
SIGNATUREFD, LLC 660.00%0.00%0.00%Q4 2020Q1 20226
AE Wealth Management LLC 660.00%0.00%0.00%Q2 2021Q3 20226
Belpointe Asset Management LLC 660.00%0.01%0.02%Q4 2021Q1 20236
BENJAMIN F. EDWARDS & COMPANY, INC. 550.00%0.00%0.00%Q4 2020Q4 20215
Brookstone Capital Management 550.01%0.01%0.01%Q2 2022Q2 20235
NWAM LLC 550.03%0.06%0.11%Q4 2020Q4 20215
V Wealth Advisors LLC 551.54%1.78%2.26%Q4 2018Q4 20195
RFG HOLDINGS, INC. 551.45%3.41%4.65%Q1 2021Q1 20225
Venturi Wealth Management, LLC 550.12%0.17%0.20%Q4 2020Q4 20215
MML INVESTORS SERVICES, LLC 550.00%0.00%0.01%Q1 2021Q1 20225
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.01%0.03%Q2 2021Q3 20235
PATRON PARTNERS, LLC 550.53%0.62%0.70%Q4 2020Q4 20215
Sound Income Strategies, LLC 440.38%0.43%0.48%Q4 2022Q3 20234
SCOTIA CAPITAL INC. 440.04%0.04%0.04%Q1 2018Q4 20184
Lido Advisors, LLC 440.00%0.00%0.01%Q4 2020Q3 20214
Cetera Advisor Networks LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Steward Partners Investment Advisory, LLC 440.00%0.00%0.00%Q3 2019Q2 20204
FDx Advisors, Inc. 440.01%0.01%0.01%Q4 2020Q3 20214
Dynamic Advisor Solutions LLC 310.03%0.04%0.04%Q2 2019Q3 20214
Cambridge Investment Research Advisors, Inc. 440.00%0.00%0.00%Q1 2022Q4 20224
CAPTRUST FINANCIAL ADVISORS 440.00%0.00%0.00%Q2 2021Q1 20224
LADENBURG THALMANN FINANCIAL SERVICES INC. 440.00%0.00%0.00%Q1 2019Q4 20194
SVB WEALTH LLC 310.00%0.00%0.01%Q4 2020Q4 20214
TrinityPoint Wealth, LLC 440.05%0.07%0.08%Q1 2021Q4 20214
Procyon Advisors, LLC 440.11%0.66%1.20%Q4 2021Q3 20224
Ford Financial Group, LLC 310.05%0.07%0.09%Q2 2021Q2 20224
American Portfolios Advisors 330.00%0.00%0.00%Q4 2018Q2 20193
FIFTH THIRD BANCORP 210.00%0.00%0.00%Q3 2019Q2 20213
COLLECTIVE FAMILY OFFICE LLC 330.45%0.69%1.06%Q4 2021Q2 20223
Farther Finance Advisors, LLC 330.08%0.09%0.10%Q4 2022Q2 20233
IFP Advisors, Inc 330.00%0.00%0.00%Q1 2022Q3 20223
Blue Trust, Inc. 210.00%0.00%0.00%Q2 2022Q1 20233
WJ Wealth Management, LLC 331.06%2.14%3.76%Q2 2021Q4 20213
STEPHENS INC /AR/ 330.00%0.05%0.14%Q3 2021Q1 20223
Wealthcare Advisory Partners LLC 330.02%0.04%0.05%Q2 2021Q4 20213
BUCKINGHAM STRATEGIC PARTNERS, LLC 330.02%0.02%0.03%Q4 2022Q2 20233
HERITAGE WEALTH MANAGEMENT, LLC 330.36%0.38%0.40%Q2 2022Q4 20223
Western Wealth Management, LLC 330.06%0.09%0.11%Q3 2022Q1 20233
Virtu Financial LLC 220.03%0.03%0.03%Q3 2017Q4 20172
CREATIVE FINANCIAL DESIGNS INC /ADV 220.00%0.00%0.00%Q2 2021Q3 20212
Strategic Blueprint, LLC 110.00%0.00%0.01%Q3 2019Q2 20212
CARY STREET PARTNERS ASSET MANAGEMENT LLC 220.04%0.27%0.50%Q4 2021Q1 20222
Raymond James Financial Services Advisors, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Vestmark Advisory Solutions, Inc. 220.05%0.05%0.05%Q3 2021Q4 20212
Fortune 45 LLC 220.49%0.63%0.77%Q4 2021Q1 20222
Parallel Advisors, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Janney Montgomery Scott LLC 220.00%0.00%0.01%Q3 2021Q4 20212
Interchange Capital Partners, LLC 220.17%0.18%0.19%Q4 2020Q1 20212
J.W. COLE ADVISORS, INC. 220.02%0.02%0.02%Q2 2023Q3 20232
HOWARD WEALTH MANAGEMENT, LLC 110.14%0.14%0.15%Q1 2022Q3 20222
Castle Rock Wealth Management, LLC 110.29%0.29%0.29%Q2 2019Q2 20191
UMB Bank, n.a. 110.00%0.00%0.00%Q1 2022Q1 20221
Cetera Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
M&T BANK CORP 110.00%0.00%0.00%Q4 2020Q4 20201
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q4 2021Q4 20211
Atria Wealth Solutions, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
MinichMacGregor Wealth Management, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
FinTrust Capital Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Willingdon Wealth Management 110.01%0.01%0.01%Q4 2018Q4 20181
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Legacy Capital Group California, Inc. 110.14%0.14%0.14%Q1 2023Q1 20231
Cetera Investment Advisers 110.00%0.00%0.00%Q4 2022Q4 20221
Field & Main Bank 110.00%0.00%0.00%Q2 2022Q2 20221
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Stratos Wealth Advisors, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NEXT Financial Group, Inc 110.00%0.00%0.00%Q4 2021Q4 20211
Industrial Alliance Investment Management Inc. 110.09%0.09%0.09%Q1 2022Q1 20221
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
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.