ISHARES U S ETF TR shareholder history

Current and past ISHARES U S ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 35350.00%0.00%0.02%Q1 2015Q3 202335
UBS Group AG 35350.00%0.00%0.02%Q1 2015Q3 202335
WELLS FARGO & COMPANY/MN 35350.00%0.00%0.00%Q1 2015Q3 202335
Cambridge Investment Research Advisors, Inc. 31310.00%0.01%0.04%Q1 2016Q3 202331
ENVESTNET ASSET MANAGEMENT INC 20100.00%0.07%0.45%Q1 2016Q3 202330
ROYAL BANK OF CANADA 1410.00%0.00%0.00%Q4 2015Q3 202329
HANCOCK WHITNEY CORP 2520.01%0.09%0.30%Q3 2015Q3 202329
BANK OF AMERICA CORP /DE/ 1710.00%0.00%0.02%Q1 2015Q3 202329
BLAIR WILLIAM & CO/IL 2630.00%0.00%0.01%Q1 2016Q3 202329
IFP Advisors, Inc 1710.00%0.01%0.05%Q4 2015Q3 202328
Well Done, LLC 27270.06%0.40%0.94%Q1 2017Q3 202327
LPL Financial LLC 2520.00%0.03%0.15%Q4 2016Q3 202327
Geneos Wealth Management Inc. 26260.00%0.00%0.01%Q1 2016Q2 202226
Brinker Capital Investments, LLC 2220.00%0.28%0.87%Q2 2015Q4 202226
BlackRock Inc. 15100.00%0.00%0.00%Q1 2017Q3 202325
Citadel Advisors 1010.00%0.00%0.00%Q4 2018Q3 202325
Gradient Investments LLC 1410.00%0.06%1.26%Q3 2015Q2 202225
Peak Financial Management, Inc. 25251.55%2.27%3.22%Q3 2017Q3 202325
HighTower Advisors, LLC 1020.00%0.01%0.02%Q4 2016Q3 202324
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.01%Q4 2014Q2 202324
Bank of New York Mellon Corp 2310.00%0.00%0.01%Q3 2015Q2 202324
MML INVESTORS SERVICES, LLC 24240.00%0.08%0.38%Q4 2017Q3 202324
Sutton Wealth Advisors Inc. 24240.01%0.24%0.43%Q1 2016Q4 202124
Raymond James Financial Services Advisors, Inc. 1130.00%0.01%0.02%Q4 2016Q3 202323
Advisory Services Network, LLC 1410.00%0.03%0.08%Q3 2015Q1 202323
JANE STREET GROUP, LLC 910.00%0.00%0.02%Q4 2014Q3 202323
COMMONWEALTH EQUITY SERVICES, LLC 1390.00%0.02%0.07%Q4 2017Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.09%0.38%Q3 2018Q3 202321
BerganKDV Wealth Management, LLC 21210.02%0.03%0.06%Q2 2018Q2 202321
CITIGROUP INC 810.00%0.00%0.03%Q2 2016Q3 202320
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1280.02%0.28%0.81%Q2 2017Q3 202320
American Portfolios Advisors 20200.00%0.01%0.06%Q4 2017Q3 202220
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 20200.04%0.13%0.30%Q4 2018Q3 202320
Parallel Advisors, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Stone House Investment Management, LLC 10100.02%1.28%2.51%Q4 2016Q3 202320
First National Bank of South Miami 19190.35%0.93%1.58%Q4 2018Q2 202319
Tower Research Capital LLC (TRC) 510.00%0.00%0.01%Q4 2014Q3 202319
ADVANTAGE INVESTMENT MANAGEMENT, LLC 19190.00%0.01%0.17%Q4 2014Q2 201919
TRUE Private Wealth Advisors 830.02%3.82%7.69%Q3 2016Q4 202218
Creative Planning 910.00%0.00%0.00%Q1 2015Q3 202318
CWM, LLC 1080.00%0.60%1.03%Q1 2019Q3 202318
STIFEL FINANCIAL CORP 1310.00%0.01%0.03%Q4 2016Q3 202318
NWAM LLC 17170.01%0.39%0.82%Q3 2019Q3 202317
LADENBURG THALMANN FINANCIAL SERVICES INC. 1610.00%0.00%0.01%Q3 2015Q4 201917
WEDBUSH SECURITIES INC 1310.01%0.06%0.12%Q2 2018Q3 202317
FLAGSHIP HARBOR ADVISORS, LLC 16160.05%0.51%0.96%Q4 2017Q3 202116
Brookstone Capital Management 1020.01%0.06%0.16%Q2 2018Q3 202316
WealthTrust-Arizona, LLC 16160.08%0.13%0.29%Q1 2015Q4 201816
Steward Partners Investment Advisory, LLC 1210.00%0.00%0.01%Q1 2018Q3 202316
AXA S.A. 16160.00%0.00%0.00%Q4 2015Q3 201916
US BANCORP \DE\ 1060.00%0.00%0.00%Q2 2016Q4 202216
Janney Montgomery Scott LLC 1320.00%0.07%0.25%Q3 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.07%0.20%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.01%0.02%Q2 2016Q4 201915
FMR LLC 870.00%0.00%0.00%Q3 2018Q3 202315
REILLY FINANCIAL ADVISORS, LLC 1310.00%0.00%0.00%Q1 2015Q1 202115
Disciplined Investments, LLC 15150.06%0.37%0.92%Q1 2020Q3 202315
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15150.03%0.07%0.11%Q1 2020Q3 202315
PNC FINANCIAL SERVICES GROUP, INC. 920.00%0.00%0.00%Q1 2015Q2 202315
Sargent Bickham Lagudis LLC 1310.00%0.00%0.00%Q2 2017Q3 202214
THRIVENT FINANCIAL FOR LUTHERANS 740.00%0.01%0.02%Q1 2019Q4 202214
B & T Capital Management DBA Alpha Capital Management 1210.06%1.95%3.86%Q2 2018Q2 202214
M&T BANK CORP 1040.04%0.06%0.08%Q2 2017Q4 202014
Financial Architects, Inc 1310.00%0.00%0.00%Q2 2015Q1 201914
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 910.00%0.00%0.02%Q1 2015Q3 202313
Equitable Holdings, Inc. 13130.01%0.03%0.06%Q4 2019Q4 202213
AE Wealth Management LLC 1030.01%0.08%0.19%Q2 2019Q3 202313
LS Investment Advisors, LLC 13130.01%0.05%0.08%Q3 2015Q3 201813
GLENMEDE TRUST CO NA 1030.00%0.00%0.00%Q2 2015Q3 202213
Cetera Investment Advisers 1030.00%0.05%0.12%Q1 2018Q3 202313
Windhaven Investment Management, Inc. 13130.64%1.66%2.27%Q1 2015Q1 201813
WEALTHSOURCE PARTNERS, LLC 1020.15%0.62%1.29%Q3 2016Q3 202312
JPMORGAN CHASE & CO 1020.00%0.00%0.00%Q2 2018Q3 202312
Prosperity Planning, Inc. 12120.18%0.24%0.32%Q4 2020Q3 202312
Cedar Mountain Advisors, LLC 12120.01%0.01%0.01%Q4 2019Q3 202212
BANK OF MONTREAL /CAN/ 610.00%0.00%0.00%Q3 2015Q3 202312
CREATIVE FINANCIAL DESIGNS INC /ADV 1020.01%0.05%0.10%Q3 2019Q3 202312
UNITED CAPITAL FINANCIAL ADVISORS, LLC 630.00%0.01%0.02%Q3 2016Q4 202212
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Kestra Advisory Services, LLC 11110.00%0.04%0.10%Q1 2021Q3 202311
NEXT Financial Group, Inc 610.00%0.01%0.06%Q4 2018Q4 202111
Cetera Advisor Networks LLC 1010.00%0.05%0.11%Q2 2020Q3 202311
Sandy Spring Bank 11110.00%0.00%0.01%Q1 2021Q3 202311
Sigma Planning Corp 11110.01%0.04%0.07%Q1 2021Q3 202311
ATLAS CAPITAL ADVISORS LLC 830.00%0.00%0.00%Q3 2018Q3 202111
Modera Wealth Management, LLC 11110.01%0.09%0.23%Q4 2020Q2 202311
DELTA ASSET MANAGEMENT LLC/TN 11110.00%0.00%0.01%Q4 2018Q2 202111
ANCHOR CAPITAL ADVISORS LLC 11110.01%0.04%0.22%Q1 2021Q3 202311
Integrated Wealth Concepts LLC 11110.00%0.17%0.43%Q1 2021Q3 202311
Dana Investment Advisors, Inc. 11110.02%0.02%0.03%Q3 2016Q1 201911
Avior Wealth Management, LLC 1010.00%0.00%0.00%Q4 2015Q3 202311
RAYMOND JAMES & ASSOCIATES 730.00%0.00%0.01%Q4 2018Q3 202310
Baystate Wealth Management LLC 10100.00%0.05%0.12%Q2 2021Q3 202310
AVANTAX ADVISORY SERVICES, INC. 10100.01%0.02%0.05%Q2 2021Q3 202310
PATTON ALBERTSON MILLER GROUP, LLC 10100.11%0.79%1.74%Q2 2021Q3 202310
Wealth Alliance 910.13%0.68%1.08%Q4 2020Q3 202310
Kingsview Wealth Management, LLC 640.02%0.04%0.06%Q1 2021Q3 202310
Hubbell Strickland Wealth Management, LLC 10100.33%0.46%0.67%Q2 2021Q3 202310
CLIENT 1ST ADVISORY GROUP, LLC 10100.43%1.42%2.31%Q2 2021Q3 202310
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 10100.03%1.57%5.28%Q2 2021Q3 202310
Global Retirement Partners, LLC 10100.01%0.03%0.09%Q2 2021Q3 202310
NewEdge Advisors, LLC 10100.00%0.07%0.17%Q2 2021Q3 202310
AdvisorNet Financial, Inc 10100.00%0.03%0.06%Q2 2021Q3 202310
Renaissance Technologies 10100.00%0.00%0.00%Q2 2021Q3 202310
Ancora Advisors LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Spire Wealth Management 10100.00%0.04%0.12%Q2 2021Q3 202310
Mutual Advisors, LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
Venturi Wealth Management, LLC 10100.00%0.04%0.10%Q2 2021Q3 202310
Asset Dedication, LLC 10100.01%0.25%0.54%Q2 2021Q3 202310
Northwest Capital Management Inc 10100.13%3.23%7.95%Q2 2021Q3 202310
44 WEALTH MANAGEMENT LLC 10100.11%0.16%0.20%Q4 2020Q1 202310
Fortis Advisors, LLC 730.01%0.02%0.03%Q2 2019Q4 202210
HARBOUR INVESTMENTS, INC. 640.00%0.02%0.03%Q1 2021Q3 202310
Cetera Advisors LLC 10100.01%0.03%0.05%Q2 2021Q3 202310
LFA - Lugano Financial Advisors SA 550.02%1.63%2.78%Q2 2018Q4 202010
Founders Financial Alliance, LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
Madison Wealth Partners, Inc 10100.18%0.28%0.40%Q2 2021Q3 202310
MA Private Wealth 990.12%1.09%2.41%Q3 2021Q3 20239
Clearview Wealth Advisors LLC 990.09%0.74%1.35%Q2 2021Q2 20239
Patriot Financial Group Insurance Agency, LLC 990.01%0.13%0.22%Q4 2020Q4 20229
CreativeOne Wealth, LLC 990.03%0.44%1.02%Q2 2021Q2 20239
TNF LLC 990.16%0.74%1.90%Q3 2021Q3 20239
Pettinga Financial Advisors LLC 810.24%2.75%4.01%Q1 2021Q3 20239
D.A. DAVIDSON & CO. 810.01%0.02%0.02%Q3 2020Q3 20239
Professional Financial Advisors, LLC 990.00%0.01%0.01%Q3 2020Q3 20229
Foundations Investment Advisors, LLC 720.08%0.24%0.47%Q2 2021Q3 20239
FinTrust Capital Advisors, LLC 990.00%0.03%0.08%Q3 2021Q3 20239
Private Advisor Group, LLC 990.01%0.01%0.04%Q2 2021Q2 20239
Newbridge Financial Services Group, Inc. 990.01%0.02%0.03%Q3 2021Q3 20239
MERCER GLOBAL ADVISORS INC /ADV 990.00%0.01%0.04%Q2 2021Q2 20239
Silicon Hills Wealth Management, LLC 720.19%0.51%1.13%Q1 2020Q2 20229
AMERIPRISE FINANCIAL INC 990.00%0.00%0.01%Q3 2021Q3 20239
Strategic Blueprint, LLC 810.01%0.10%0.17%Q3 2019Q1 20239
Perigon Wealth Management, LLC 810.01%0.12%0.25%Q3 2011Q2 20239
HARBOR INVESTMENT ADVISORY, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Stratos Wealth Advisors, LLC 990.08%0.19%0.49%Q2 2021Q2 20239
Atria Investments, Inc 720.02%0.11%0.20%Q1 2017Q4 20229
Rosenberg Matthew Hamilton 990.01%0.15%0.38%Q3 2021Q3 20239
LINCOLN NATIONAL CORP 410.01%0.02%0.11%Q2 2018Q1 20239
Rockefeller Capital Management L.P. 810.00%0.00%0.01%Q2 2021Q3 20239
FIRST NATIONAL CORP /MA/ /ADV 720.06%0.22%0.71%Q1 2020Q3 20229
WealthShield Partners, LLC 990.00%0.23%0.66%Q2 2021Q2 20239
SIMPLEX TRADING, LLC 620.00%0.00%0.00%Q2 2021Q3 20238
Icon Wealth Partners, LLC 530.01%0.33%0.66%Q2 2021Q3 20238
Sowell Financial Services LLC 410.00%0.04%0.12%Q1 2020Q4 20228
Evolution Wealth Advisors, LLC 881.55%2.89%4.79%Q4 2021Q3 20238
LifePlan Financial Group, Inc 880.05%0.07%0.09%Q4 2018Q3 20208
Keebeck Wealth Management, LLC 880.05%0.12%0.20%Q4 2021Q3 20238
Topel & Distasi Wealth Management, LLC 880.29%0.38%0.53%Q4 2021Q3 20238
PARK AVENUE SECURITIES LLC 880.01%0.83%1.46%Q2 2021Q1 20238
Belpointe Asset Management LLC 880.00%0.04%0.06%Q2 2021Q1 20238
Day & Ennis, LLC 880.08%1.13%1.75%Q2 2021Q1 20238
Paradigm Financial Advisors, LLC 880.14%0.46%0.62%Q1 2018Q4 20198
U.S. Capital Wealth Advisors, LLC 880.01%0.04%0.09%Q4 2021Q3 20238
B. Riley Wealth Advisors, Inc. 880.01%0.09%0.18%Q2 2021Q1 20238
EverSource Wealth Advisors, LLC 880.00%0.02%0.05%Q4 2021Q3 20238
CAPTRUST FINANCIAL ADVISORS 710.00%0.01%0.01%Q3 2018Q4 20228
Raleigh Capital Management Inc. 880.00%0.09%0.23%Q4 2021Q3 20238
FLOW TRADERS U.S. LLC 420.00%0.06%0.13%Q4 2020Q2 20238
TRUIST FINANCIAL CORP 880.00%0.00%0.00%Q2 2021Q1 20238
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 880.07%2.08%4.85%Q2 2021Q1 20238
Avidian Wealth Solutions, LLC 880.01%0.05%0.08%Q2 2021Q1 20238
First Allied Advisory Services, Inc. 710.00%0.01%0.02%Q2 2016Q3 20198
Baldrige Asset Management LLC 880.00%0.01%0.03%Q2 2021Q1 20238
Aspire Private Capital, LLC 880.00%0.06%0.13%Q4 2021Q3 20238
Axiom Advisory, LLC 881.43%1.98%3.04%Q4 2021Q3 20238
BLACKROCK ADVISORS LLC 880.00%0.00%0.00%Q1 2015Q4 20168
Orion Portfolio Solutions, LLC 620.00%0.03%0.07%Q1 2020Q4 20228
RATIONAL ADVISORS LLC 880.00%0.00%0.01%Q3 2021Q2 20238
CENTAURUS FINANCIAL, INC. 880.01%0.04%0.08%Q2 2021Q1 20238
Tradition Wealth Management, LLC 770.06%0.16%0.25%Q2 2021Q4 20227
High Falls Advisors, Inc 770.77%1.53%2.32%Q2 2021Q4 20227
Qube Research & Technologies Ltd 210.00%0.01%0.04%Q1 2020Q3 20237
PRUDENTIAL FINANCIAL INC 770.00%0.00%0.01%Q2 2021Q4 20227
Horst & Graben Wealth Management LLC 770.75%1.10%2.07%Q2 2021Q4 20227
Sharkey, Howes & Javer 770.39%1.22%2.04%Q2 2021Q4 20227
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.07%0.28%Q1 2022Q3 20237
Lantz Financial LLC 770.12%0.23%0.36%Q2 2021Q4 20227
PROVENCE WEALTH MANAGEMENT GROUP 610.03%0.58%1.18%Q4 2021Q3 20237
Stokes Family Office, LLC 770.32%0.65%1.14%Q2 2021Q4 20227
COMERICA SECURITIES,INC. 770.08%0.24%0.38%Q2 2021Q4 20227
Trek Financial, LLC 770.07%0.12%0.16%Q2 2021Q4 20227
Atria Wealth Solutions, Inc. 770.01%0.10%0.25%Q1 2022Q3 20237
Laurel Wealth Advisors, Inc. 770.03%0.06%0.11%Q2 2021Q4 20227
Dynamic Advisor Solutions LLC 770.02%0.04%0.07%Q3 2021Q1 20237
Soltis Investment Advisors LLC 770.04%0.13%0.37%Q3 2021Q1 20237
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 770.06%0.09%0.14%Q1 2022Q3 20237
Mariner, LLC 770.00%0.03%0.13%Q1 2022Q3 20237
PAX Financial Group, LLC 770.30%0.91%1.46%Q2 2021Q4 20227
One Wealth Advisors, LLC 770.26%0.48%0.68%Q2 2021Q4 20227
Ausdal Financial Partners, Inc. 520.03%0.08%0.12%Q1 2018Q4 20227
Bay Harbor Wealth Management, LLC 770.31%0.73%1.12%Q2 2021Q4 20227
BENJAMIN F. EDWARDS & COMPANY, INC. 770.01%0.01%0.02%Q2 2021Q4 20227
Goodwin Investment Advisory 770.01%1.36%2.98%Q2 2021Q4 20227
Concord Wealth Partners 430.00%0.01%0.02%Q4 2021Q3 20237
OLD MISSION CAPITAL LLC 410.01%0.08%0.33%Q1 2021Q1 20237
Capital Investment Advisory Services, LLC 610.00%0.01%0.01%Q1 2019Q1 20237
MSI Financial Services Inc 520.00%0.00%0.00%Q4 2014Q4 20167
SigFig Wealth Management, LLC 770.07%0.08%0.09%Q2 2021Q4 20227
SteelPeak Wealth, LLC 770.13%0.30%0.47%Q2 2021Q4 20227
Weaver Consulting Group 770.00%0.00%0.00%Q1 2019Q3 20207
Cooper Financial Group 770.09%0.39%1.24%Q2 2021Q4 20227
ONE Advisory Partners, LLC 770.62%1.47%2.55%Q2 2021Q4 20227
WFG Advisors, LP 770.00%0.01%0.03%Q4 2015Q2 20177
Cypress Wealth Services, LLC 770.18%0.32%0.54%Q2 2021Q4 20227
Scarborough Advisors, LLC 770.07%2.50%5.16%Q4 2021Q2 20237
Van Hulzen Asset Management, LLC 770.20%0.52%0.83%Q2 2021Q4 20227
Snowden Capital Advisors LLC 610.01%0.05%0.07%Q2 2021Q1 20237
Regal Investment Advisors LLC 770.04%0.08%0.13%Q2 2021Q4 20227
MCMORGAN & CO LLC 772.45%4.11%6.36%Q2 2021Q4 20227
ASSETMARK, INC 770.00%0.00%0.00%Q1 2022Q3 20237
Summit X, LLC 770.19%0.29%0.58%Q2 2021Q4 20227
3EDGE Asset Management, LP 210.05%0.96%2.21%Q4 2016Q4 20227
Pensionmark Financial Group, LLC 770.05%0.13%0.22%Q2 2021Q4 20227
Covestor Ltd 770.00%0.00%0.00%Q4 2021Q2 20237
Integrated Advisors Network LLC 770.01%0.02%0.03%Q3 2021Q1 20237
Austin Private Wealth, LLC 770.22%0.37%0.49%Q2 2021Q4 20227
Concorde Asset Management, LLC 770.30%0.52%0.77%Q2 2021Q4 20227
Baird Financial Group, Inc. 770.00%0.00%0.00%Q2 2021Q4 20227
Spectrum Planning & Advisory Services Inc. 770.44%0.85%1.53%Q2 2021Q4 20227
EQ LLC 770.57%0.93%1.40%Q2 2021Q4 20227
TRANSCEND CAPITAL ADVISORS, LLC 770.03%0.06%0.10%Q2 2021Q4 20227
Charles Schwab Investment Advisory, Inc. 770.19%0.46%0.84%Q2 2018Q4 20197
Mount Yale Investment Advisors, LLC 770.03%0.06%0.08%Q2 2021Q4 20227
Horizons Wealth Management 770.01%0.01%0.02%Q2 2022Q4 20237
PFG Advisors 770.02%0.08%0.12%Q3 2021Q1 20237
Csenge Advisory Group 420.02%0.03%0.03%Q2 2021Q4 20226
FLC Capital Advisors 660.15%0.97%2.13%Q2 2021Q3 20226
GPS Wealth Strategies Group, LLC 330.00%0.04%0.08%Q1 2022Q3 20236
Round Table Services, LLC 660.04%0.05%0.05%Q2 2021Q3 20226
ALLIANCEBERNSTEIN L.P. 660.01%0.01%0.01%Q2 2022Q3 20236
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 510.03%0.05%0.09%Q1 2022Q3 20236
Meridian Wealth Management, LLC 420.02%0.02%0.03%Q1 2022Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.02%0.02%0.03%Q2 2021Q4 20226
CONSULTIVA WEALTH MANAGEMENT, CORP. 660.05%0.06%0.08%Q2 2022Q3 20236
First Horizon Advisors, Inc. 330.02%0.02%0.03%Q2 2021Q4 20226
NORTHWEST WEALTH MANAGEMENT, LLC 660.08%0.14%0.23%Q2 2022Q3 20236
RFG Advisory, LLC 660.04%0.15%0.26%Q2 2021Q3 20226
Vestmark Advisory Solutions, Inc. 510.01%0.02%0.03%Q2 2021Q4 20226
LIBERTY WEALTH MANAGEMENT LLC 660.15%0.86%1.98%Q2 2021Q3 20226
JB Capital LLC 660.61%1.24%2.28%Q3 2021Q4 20226
Apollon Wealth Management, LLC 660.02%0.05%0.08%Q4 2021Q1 20236
NEW YORK STATE COMMON RETIREMENT FUND 660.00%0.01%0.03%Q2 2021Q3 20226
TFO Wealth Partners, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
MCIA Inc 420.29%1.39%2.16%Q2 2021Q4 20226
Larson Financial Group LLC 420.00%0.00%0.00%Q1 2021Q2 20236
Truadvice, LLC 660.17%0.28%0.43%Q2 2021Q3 20226
PACIFIC FINANCIAL GROUP INC 510.01%0.50%0.62%Q4 2018Q3 20206
SEI INVESTMENTS CO 510.00%0.00%0.02%Q2 2017Q3 20226
CFS Investment Advisory Services, LLC 660.77%1.09%1.35%Q3 2021Q4 20226
BESSEMER GROUP INC 420.00%0.01%0.01%Q2 2018Q4 20196
Anfield Capital Management, LLC 660.64%0.76%0.98%Q2 2022Q3 20236
Sumitomo Mitsui Trust Holdings, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.01%0.10%0.29%Q2 2022Q3 20236
ROWLAND CARMICHAEL ADVISORS INC /ADV 420.00%0.04%0.18%Q3 2017Q2 20196
Successful Portfolios LLC 660.20%0.34%0.44%Q2 2021Q3 20226
Tri-Star Advisors Inc. 660.95%1.85%2.59%Q2 2021Q3 20226
Teamwork Financial Advisors, LLC 660.04%0.10%0.26%Q3 2021Q4 20226
SIGNET FINANCIAL MANAGEMENT, LLC 660.13%0.21%0.28%Q4 2021Q1 20236
Claraphi Advisory Network, LLC 410.00%0.43%0.73%Q3 2019Q4 20226
Physician Wealth Advisors, Inc. 660.36%0.51%0.76%Q2 2021Q3 20226
OneDigital Investment Advisors LLC 660.00%0.00%0.01%Q2 2017Q3 20186
Allworth Financial LP 660.00%0.00%0.01%Q2 2022Q3 20236
SWMG, LLC 420.41%0.77%1.11%Q2 2021Q4 20226
Blue Trust, Inc. 660.00%0.06%0.18%Q2 2022Q3 20236
Stratos Wealth Partners, LTD. 420.01%0.01%0.02%Q2 2018Q4 20196
Independent Wealth Network Inc. 660.14%0.17%0.20%Q3 2021Q4 20226
FIRETHORN WEALTH PARTNERS, LLC 510.36%0.61%1.10%Q2 2021Q4 20226
Caption Management, LLC 330.00%0.00%0.00%Q2 2022Q4 20226
Invst, LLC 660.16%0.24%0.35%Q2 2021Q3 20226
Spectrum Management Group, LLC 660.25%0.39%0.51%Q2 2021Q3 20226
Rehmann Capital Advisory Group 320.00%0.00%0.00%Q1 2018Q2 20195
Selective Wealth Management, Inc. 550.05%0.06%0.07%Q3 2021Q3 20225
CAHILL FINANCIAL ADVISORS INC 550.08%0.55%1.10%Q3 2021Q3 20225
BMS Financial Advisors, LLC 550.38%0.97%1.49%Q4 2021Q4 20225
JUNCTURE WEALTH STRATEGIES, LLC 550.55%1.67%2.28%Q4 2021Q4 20225
Aptus Capital Advisors, LLC 410.00%0.00%0.00%Q2 2022Q3 20235
PINNACLE ASSOCIATES LTD 550.00%0.01%0.01%Q2 2021Q2 20225
Laurel Wealth Advisors LLC 550.00%0.00%0.00%Q3 2022Q3 20235
FLAGSTAR ADVISORS INC 550.02%0.23%0.34%Q3 2021Q3 20225
Mascoma Wealth Management LLC 320.00%0.07%0.16%Q2 2022Q3 20235
Trinity Legacy Partners, LLC 410.07%0.09%0.11%Q4 2020Q1 20225
Keystone Wealth Services, LLC 550.16%0.31%0.54%Q4 2021Q4 20225
Security Financial Services, INC. 550.87%1.68%2.88%Q4 2021Q4 20225
O'Brien Greene & Co. Inc 410.08%0.13%0.24%Q2 2022Q3 20235
HHM Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
MASSMUTUAL TRUST CO FSB/ADV 310.00%0.00%0.00%Q2 2021Q4 20225
ARGI Investment Services, LLC 550.02%0.02%0.03%Q4 2021Q4 20225
Intelligence Driven Advisers, LLC 550.44%1.60%3.76%Q3 2021Q3 20225
Cerity Partners LLC 410.00%0.00%0.01%Q1 2022Q3 20235
Pinnacle Wealth Management Advisory Group, LLC 550.03%0.06%0.12%Q2 2021Q2 20225
Private Capital Group, LLC 550.02%0.10%0.15%Q2 2021Q2 20225
WHITTIER TRUST CO 550.00%0.00%0.00%Q2 2020Q2 20215
4J Wealth Management LLC 550.26%1.15%1.64%Q2 2021Q2 20225
Advisors Preferred, LLC 410.01%0.03%0.06%Q1 2022Q3 20235
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 550.25%0.51%0.78%Q1 2021Q1 20225
PALLADIEM, LLC 552.89%5.50%9.64%Q1 2022Q1 20235
Ten Capital Wealth Advisors, LLC 410.00%0.00%0.00%Q4 2021Q1 20235
GRIES FINANCIAL LLC 321.32%2.39%4.00%Q3 2021Q4 20225
EWG Elevate Inc. 410.12%0.16%0.22%Q1 2022Q3 20235
TCWP LLC 550.14%0.35%0.54%Q4 2021Q4 20225
Avestar Capital, LLC 550.13%0.38%0.61%Q4 2018Q4 20195
CoreCap Advisors, LLC 550.01%0.03%0.04%Q4 2021Q4 20225
Apeiron RIA LLC 550.20%0.44%0.87%Q4 2021Q4 20225
Private Portfolio Partners LLC 550.10%0.23%0.31%Q2 2021Q2 20225
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
Destination Wealth Management 310.00%0.01%0.02%Q2 2016Q1 20195
BlackRock Investment Management, LLC 550.00%0.00%0.00%Q4 2015Q4 20165
ALTERNA WEALTH MANAGEMENT, INC 550.94%1.88%2.73%Q4 2021Q4 20225
Aveo Capital Partners, LLC 550.08%0.58%0.91%Q1 2021Q1 20225
Western Wealth Management, LLC 410.02%0.03%0.04%Q2 2021Q3 20225
West Wealth Group, LLC 550.74%0.96%1.34%Q4 2021Q4 20225
55I, LLC 550.15%1.59%2.40%Q1 2021Q1 20225
Williams Financial, LLC 552.08%3.08%4.85%Q2 2021Q2 20225
Strategic Asset Management, LLC 550.12%0.17%0.22%Q3 2021Q3 20225
BKA Wealth Consulting, Inc. 550.78%2.59%3.82%Q1 2022Q1 20235
FRANKLIN RESOURCES INC 550.00%0.00%0.00%Q1 2022Q1 20235
Financial Advocates Investment Management 550.02%0.03%0.05%Q2 2021Q2 20225
Ameritas Advisory Services, LLC 550.01%0.04%0.06%Q1 2022Q1 20235
Argentus Capital Management, LLC 440.00%0.00%0.00%Q4 2015Q3 20164
HYA Advisors, Inc 440.58%0.87%1.30%Q3 2021Q2 20224
Farther Finance Advisors, LLC 440.01%0.07%0.23%Q4 2022Q3 20234
Centerpoint Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Asset Planning Services, Ltd. 440.02%0.02%0.02%Q4 2018Q3 20194
LGT Financial Advisors LLC 440.00%0.01%0.03%Q4 2022Q3 20234
ShoreHaven Wealth Partners, LLC 440.82%1.28%1.71%Q1 2022Q4 20224
WC Walker & Associates, Inc. 440.55%1.08%1.58%Q1 2022Q4 20224
Hanlon Investment Management, Inc. 440.05%0.07%0.09%Q2 2021Q1 20224
LOOMIS SAYLES & CO L P 440.00%0.00%0.00%Q4 2022Q3 20234
Raab & Moskowitz Asset Management LLC 440.16%0.24%0.28%Q1 2015Q4 20154
Ascent Group, LLC 310.02%0.04%0.06%Q4 2021Q4 20224
Intrua Financial, LLC 440.05%0.07%0.08%Q2 2021Q1 20224
Clarus Wealth Advisors 440.02%0.03%0.05%Q3 2018Q2 20194
BFSG, LLC 440.32%0.39%0.46%Q1 2021Q4 20214
Gemmer Asset Management LLC 310.00%0.00%0.00%Q1 2019Q1 20224
Arlington Partners LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MARINER INDEPENDENT ADVISOR NETWORK, LLC 440.02%0.02%0.03%Q4 2021Q3 20224
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Lloyd Advisory Services, LLC. 440.00%0.05%0.12%Q2 2021Q1 20224
LAM GROUP, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Savior LLC 440.00%0.02%0.03%Q2 2021Q1 20224
MARIPAU WEALTH MANAGEMENT LLC 440.40%0.54%0.89%Q4 2021Q3 20224
Mayflower Financial Advisors, LLC 440.04%0.06%0.08%Q1 2022Q4 20224
Triumph Capital Management 440.17%0.23%0.27%Q4 2022Q3 20234
Karn, Couzens & Associates, Inc. 440.18%0.28%0.38%Q2 2021Q1 20224
IHT Wealth Management, LLC 310.00%0.10%0.35%Q4 2016Q4 20224
BUCKINGHAM STRATEGIC PARTNERS, LLC 220.01%0.02%0.03%Q1 2022Q1 20234
VALLEY NATIONAL ADVISERS INC 310.00%0.00%0.00%Q4 2020Q4 20224
Meridian Wealth Partners, LLC 440.47%0.57%0.65%Q1 2022Q4 20224
Veracity Capital LLC 440.08%0.12%0.17%Q2 2021Q1 20224
Vantage Investment Advisors, LLC 440.00%0.00%0.00%Q1 2015Q4 20154
Johnson Financial Group, Inc. 440.00%0.00%0.01%Q3 2022Q2 20234
Starfire Investment Advisers, Inc. 440.17%0.23%0.31%Q3 2019Q2 20204
Merit Financial Group, LLC 440.04%0.09%0.15%Q1 2022Q4 20224
TUCKER ASSET MANAGEMENT LLC 440.00%0.00%0.00%Q1 2022Q4 20224
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
AMERICAN INTERNATIONAL GROUP, INC. 440.00%0.00%0.00%Q2 2015Q1 20164
Private Advisory Group LLC 310.06%0.11%0.17%Q4 2021Q1 20234
Buttonwood Financial Group, LLC 441.00%2.67%4.60%Q1 2022Q4 20224
Hedeker Wealth, LLC 440.61%0.99%1.58%Q1 2022Q4 20224
Kovack Advisors, Inc. 440.02%0.03%0.04%Q4 2021Q3 20224
Scissortail Wealth Management, LLC 440.25%1.48%2.79%Q4 2021Q3 20224
Sunbelt Securities, Inc. 310.01%0.02%0.04%Q1 2022Q3 20234
Colonial Trust Co / SC 440.00%0.01%0.01%Q4 2022Q3 20234
Beaird Harris Wealth Management, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Beacon Capital Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
StoneX Group Inc. 310.03%0.04%0.04%Q2 2021Q1 20234
Claybrook Capital, LLC 440.59%1.36%1.66%Q1 2018Q4 20184
Wealth Advisory Solutions, LLC 440.08%0.09%0.11%Q3 2022Q2 20234
OmniStar Financial Group, Inc. 441.54%1.99%2.41%Q1 2022Q4 20224
Procyon Advisors, LLC 440.30%0.48%0.76%Q2 2022Q1 20234
Cornerstone Wealth Management, LLC 220.02%0.02%0.03%Q2 2018Q4 20214
Blue Edge Capital, LLC 440.61%0.80%0.95%Q1 2022Q4 20224
Premia Global Advisors, LLC 220.80%2.05%2.71%Q2 2018Q2 20194
Ameritas Investment Company, LLC 210.00%0.00%0.01%Q4 2018Q1 20204
Ledge Wealth Management, Inc. 440.17%2.04%3.97%Q1 2022Q4 20224
Keystone Financial Services 440.86%1.39%2.52%Q4 2021Q3 20224
Commonwealth Equity Services, Inc 440.00%0.00%0.00%Q4 2016Q3 20174
Simplicity Solutions, LLC 330.01%0.01%0.02%Q2 2019Q4 20193
WBI INVESTMENTS, LLC 330.19%0.22%0.23%Q1 2023Q3 20233
ARKANSAS FINANCIAL GROUP, INC. 210.04%0.07%0.09%Q3 2019Q1 20223
Activest Wealth Management 210.00%0.05%0.08%Q3 2022Q3 20233
VIVID FINANCIAL MANAGEMENT, INC. 330.68%0.98%1.24%Q2 2021Q4 20213
Bull Oak Capital, LLC 332.04%2.76%4.13%Q4 2021Q2 20223
Northwest Bancshares, Inc. 330.08%0.08%0.09%Q2 2020Q4 20203
AllSquare Wealth Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
ICA Group Wealth Management, LLC 330.00%0.01%0.02%Q4 2022Q2 20233
Enterprise Trust & Investment Co 330.00%0.00%0.00%Q2 2019Q4 20193
Accel Wealth Management 330.00%0.00%0.00%Q3 2022Q1 20233
Integrated Wealth Management 330.00%0.00%0.00%Q1 2015Q3 20153
BECKER CAPITAL MANAGEMENT INC 330.01%0.02%0.03%Q1 2023Q3 20233
Jaffetilchin Investment Partners, LLC 330.07%0.07%0.08%Q3 2018Q1 20193
Almanack Investment Partners, LLC. 210.02%0.03%0.05%Q1 2022Q3 20233
Cornerstone Planning Group LLC 210.01%0.01%0.02%Q4 2022Q3 20233
Capital Analysts, LLC 330.01%0.01%0.01%Q2 2022Q4 20223
Latitude Advisors, LLC 330.06%0.08%0.09%Q3 2021Q1 20223
WealthPLAN Partners, LLC 210.00%0.01%0.03%Q1 2022Q2 20233
Robertson Stephens Wealth Management, LLC 210.04%0.10%0.15%Q2 2021Q1 20223
BARCLAYS PLC 330.00%0.00%0.00%Q1 2021Q3 20213
MAI Capital Management 330.01%0.01%0.01%Q4 2019Q2 20203
SALEM INVESTMENT COUNSELORS INC 330.00%0.00%0.00%Q1 2023Q3 20233
GREAT VALLEY ADVISOR GROUP, INC. 330.02%0.02%0.03%Q2 2022Q4 20223
HawsGoodwin Investment Management LLC 332.52%2.69%2.91%Q2 2021Q4 20213
Spectrum Asset Management, Inc. (NB/CA) 330.08%0.16%0.30%Q3 2021Q1 20223
Stonebridge Capital Advisors LLC 330.00%0.00%0.00%Q1 2022Q3 20223
STEPHENS INC /AR/ 330.01%0.02%0.03%Q2 2018Q4 20183
Iron Horse Wealth Management, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Aletheian Wealth Advisors LLC 330.25%0.26%0.26%Q1 2022Q3 20223
Choate Investment Advisors 330.03%0.03%0.03%Q1 2020Q3 20203
Verition Fund Management LLC 330.00%0.01%0.01%Q1 2022Q3 20223
QUEST INVESTMENT MANAGEMENT LLC 330.20%0.41%0.70%Q1 2018Q3 20183
PRIVATE TRUST CO NA 330.01%0.01%0.01%Q2 2022Q4 20223
NCM Capital Management, LLC 210.16%0.23%0.28%Q1 2022Q4 20223
EVERMAY WEALTH MANAGEMENT LLC 330.00%0.00%0.00%Q4 2021Q2 20223
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.01%Q2 2019Q2 20233
Biltmore Capital Advisors LLC 330.26%0.34%0.38%Q2 2021Q4 20213
Grove Bank & Trust 330.02%0.03%0.04%Q1 2023Q3 20233
Hawk Ridge Capital Management 332.38%2.60%3.01%Q1 2022Q3 20223
Atomi Financial Group, Inc. 330.42%0.52%0.61%Q1 2023Q3 20233
CX Institutional 330.00%0.00%0.00%Q3 2018Q1 20193
CHOREO, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Walleye Capital LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Tanglewood Legacy Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Pinnacle Family Advisors, LLC 220.09%0.10%0.10%Q2 2021Q3 20212
NATIONAL PLANNING CORP 220.04%0.05%0.06%Q2 2017Q3 20172
Global Trust Asset Management, LLC 220.10%0.15%0.19%Q1 2022Q2 20222
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Cascadia Advisory Services, LLC 220.08%0.10%0.12%Q2 2021Q3 20212
Ellis Investment Partners, LLC 220.00%0.01%0.01%Q2 2019Q3 20192
Benchmark Wealth Management, LLC 110.16%0.42%0.67%Q2 2021Q2 20222
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q4 2015Q2 20162
Stonebridge Financial Planning Group, LLC 220.14%0.18%0.22%Q4 2021Q1 20222
Insight Wealth Strategies, LLC 220.05%0.07%0.08%Q2 2021Q3 20212
Icon Wealth Advisors, LLC 220.26%0.30%0.33%Q3 2022Q4 20222
First Heartland Consultants, Inc. 220.04%0.04%0.04%Q2 2021Q3 20212
Live Your Vision, LLC 220.33%0.37%0.41%Q4 2018Q1 20192
PRINCIPAL FINANCIAL GROUP INC 220.00%0.00%0.00%Q2 2021Q3 20212
InterOcean Capital Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Copperleaf Capital, LLC 220.40%0.42%0.44%Q3 2022Q4 20222
ORG Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
New Vernon Capital Holdings II LLC 110.78%0.81%0.85%Q2 2016Q4 20162
Apriem Advisors 110.00%0.00%0.00%Q1 2016Q4 20162
Leelyn Smith, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
MKD WEALTH COACHES, LLC 220.06%0.06%0.06%Q1 2019Q2 20192
W.H. Cornerstone Investments Inc. 220.25%0.28%0.31%Q3 2022Q4 20222
SUTTON PLACE INVESTORS LLC 220.25%0.28%0.32%Q4 2021Q1 20222
WealthTrust Fairport, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.06%0.08%0.09%Q4 2021Q3 20222
Fortis Capital Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Dentgroup LLC 220.38%0.43%0.49%Q4 2022Q1 20232
WealthPlan Investment Management, LLC 110.02%0.02%0.03%Q1 2022Q3 20222
Financial Gravity Asset Management, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
Neuberger Berman Group LLC 220.00%0.00%0.01%Q2 2022Q3 20222
Jefferies Group LLC 110.00%0.01%0.01%Q3 2015Q4 20162
GRAYHAWK INVESTMENT STRATEGIES INC. 220.31%0.88%1.45%Q2 2022Q3 20222
HL FINANCIAL SERVICES LLC 110.01%0.01%0.01%Q2 2016Q4 20182
Harvest Fund Management Co., Ltd 220.00%0.00%0.00%Q1 2018Q2 20182
Sentinus, LLC 220.36%0.47%0.58%Q3 2022Q4 20222
BAKER TILLY WEALTH MANAGEMENT, LLC 110.02%0.04%0.06%Q2 2021Q1 20222
AlphaCore Capital LLC 220.00%0.00%0.00%Q2 2023Q3 20232
GoalVest Advisory LLC 220.00%0.02%0.03%Q3 2022Q4 20222
Headlands Technologies LLC 110.00%0.00%0.01%Q1 2023Q3 20232
Veritable, L.P. 220.02%0.02%0.02%Q3 2016Q4 20162
Outlook Wealth Advisors, LLC 220.85%0.90%0.95%Q2 2021Q3 20212
OVERSEA-CHINESE BANKING Corp Ltd 110.01%0.01%0.01%Q4 2022Q3 20232
Mach-1 Financial Group, LLC 110.00%0.01%0.02%Q2 2022Q1 20232
BUCKINGHAM STRATEGIC WEALTH, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
W ADVISORS, LLC 220.19%0.28%0.36%Q1 2022Q2 20222
Stadion Money Management, LLC 220.63%0.69%0.75%Q2 2018Q3 20182
Crown Wealth Group, LLC 220.69%0.85%1.01%Q4 2021Q1 20222
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 220.14%0.16%0.18%Q1 2017Q2 20172
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
ACG Wealth 220.04%0.04%0.04%Q1 2022Q2 20222
WESTERN FINANCIAL Corp 220.13%0.14%0.14%Q2 2021Q3 20212
Lansing Street Advisors 222.60%3.05%3.49%Q1 2022Q2 20222
Wealth Quarterback LLC 220.00%0.00%0.00%Q4 2019Q1 20202
True Link Financial Advisors, LLC 220.06%0.06%0.06%Q2 2022Q3 20222
AXXCESS WEALTH MANAGEMENT, LLC 220.06%0.14%0.23%Q1 2022Q2 20222
Continuum Advisory, LLC 110.06%0.24%0.43%Q1 2019Q4 20222
Burleson & Company, LLC 220.02%0.02%0.02%Q3 2022Q4 20222
GODSEY & GIBB, INC 220.00%0.00%0.00%Q2 2023Q3 20232
Arkadios Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
KM Capital Management Ltd. 220.84%0.92%1.01%Q4 2022Q1 20232
INTEGRATED WEALTH COUNSEL, LLC 220.06%0.07%0.07%Q3 2016Q4 20162
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q4 2021Q3 20222
HOHIMER WEALTH MANAGEMENT, LLC 220.05%0.06%0.06%Q1 2022Q2 20222
SG3 Management, LLC 110.04%0.04%0.04%Q3 2022Q3 20222
RWA WEALTH PARTNERS, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
Certus Wealth Management, LLC 220.28%0.53%0.78%Q2 2023Q3 20232
LexAurum Advisors, LLC 110.07%0.09%0.12%Q2 2021Q1 20222
Hudock, Inc. 220.00%0.00%0.00%Q1 2015Q2 20152
MCF Advisors LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Davis Capital Management 220.00%0.00%0.00%Q1 2020Q2 20202
Strid Group, LLC 2216.02%16.12%16.23%Q3 2016Q4 20162
S.C. Financial Services, Inc. 220.35%0.38%0.40%Q4 2021Q1 20222
IAG Wealth Partners, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Eudaimonia Partners, LLC 220.34%0.37%0.41%Q4 2022Q1 20232
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 220.06%0.06%0.06%Q2 2021Q3 20212
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Glass Jacobson Investment Advisors llc 110.00%0.00%0.00%Q4 2022Q4 20221
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q1 2022Q1 20221
Midwest Heritage Bank, FSB 110.17%0.17%0.17%Q1 2022Q1 20221
Destiny Wealth Partners, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Hobart Private Capital, LLC 110.58%0.58%0.58%Q4 2022Q4 20221
Kalos Management, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Parkside Financial Bank & Trust 110.01%0.01%0.01%Q3 2016Q3 20161
Sovereign Financial Group, Inc. 110.12%0.12%0.12%Q1 2022Q1 20221
Montecito Bank & Trust 110.25%0.25%0.25%Q2 2022Q2 20221
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 110.00%0.00%0.00%Q2 2022Q2 20221
NORTHERN TRUST CORP 110.00%0.00%0.00%Q2 2021Q2 20211
LEO BROKERAGE, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Shore Point Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Glassy Mountain Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Clearstead Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Crewe Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
OPPENHEIMER & CO INC 110.01%0.01%0.01%Q4 2022Q4 20221
Pinnacle Bancorp, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Krilogy Financial LLC 110.15%0.15%0.15%Q4 2019Q4 20191
Advocacy Wealth Management Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Total Clarity Wealth Management, Inc. 110.03%0.03%0.03%Q2 2022Q2 20221
Penserra Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
RMB Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
United Community Bank 110.77%0.77%0.77%Q3 2023Q3 20231
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Resurgent Financial Advisors LLC 110.01%0.01%0.01%Q4 2022Q4 20221
PRUDENTIAL PLC 110.00%0.00%0.00%Q3 2018Q3 20181
REGIMEN WEALTH, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Syntegra Private Wealth Group, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Client First Capital LLC 111.61%1.61%1.61%Q4 2021Q4 20211
NewSquare Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
KARLINSKI ANDREW C 110.01%0.01%0.01%Q3 2022Q3 20221
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2018Q1 20181
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 110.00%0.00%0.00%Q4 2019Q4 20191
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Columbus Macro, LLC 110.98%0.98%0.98%Q3 2023Q3 20231
STUDIO INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q3 2022Q3 20221
Lineweaver Wealth Advisors, LLC 111.42%1.42%1.42%Q2 2021Q2 20211
Cordant, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Wealth Management Solutions, LLC 111.10%1.10%1.10%Q4 2021Q4 20211
Johnson Bixby & Associates, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
HBW ADVISORY SERVICES LLC 110.12%0.12%0.12%Q1 2022Q1 20221
IndexIQ Advisors LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Clean Yield Group 110.00%0.00%0.00%Q1 2022Q1 20221
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Urban Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Centurion Wealth Management LLC 110.34%0.34%0.34%Q4 2022Q4 20221
JNBA Financial Advisors 110.00%0.00%0.00%Q4 2021Q4 20211
LEAVELL INVESTMENT MANAGEMENT, INC. 110.02%0.02%0.02%Q1 2023Q1 20231
Semus Wealth Partners LLC 110.28%0.28%0.28%Q4 2022Q4 20221
Oxler Private Wealth LLC 110.03%0.03%0.03%Q3 2022Q3 20221
DAVENPORT & Co LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Lake Point Wealth Management 110.00%0.00%0.00%Q2 2022Q2 20221
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SIGNATUREFD, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Turim 21 Investimentos Ltda. 117.35%7.35%7.35%Q1 2022Q1 20221
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110.16%0.16%0.16%Q4 2022Q4 20221
Axim Planning & Wealth 110.00%0.00%0.00%Q3 2022Q3 20221
TrueWealth Advisors, LLC 110.13%0.13%0.13%Q3 2021Q3 20211
FFG RETIREMENT ADVISORS LLC 110.46%0.46%0.46%Q4 2022Q4 20221
San Luis Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2023Q3 20231
J Arnold Wealth Management Co 110.41%0.41%0.41%Q1 2022Q1 20221
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Realta Investment Advisors 110.00%0.00%0.00%Q2 2019Q2 20191
People's United Financial, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Integrated Investment Consultants, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q1 2018Q1 20181
Beacon Financial Advisory LLC 110.11%0.11%0.11%Q2 2021Q2 20211
Farmers National Bank 110.00%0.00%0.00%Q4 2017Q4 20171
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
LFS ASSET MANAGEMENT 110.34%0.34%0.34%Q2 2022Q2 20221
ACIMA PRIVATE WEALTH, LLC 111.48%1.48%1.48%Q4 2018Q4 20181
Arcadia Wealth Management, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Arlington Trust Co LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Cresset Asset Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
MACROVIEW INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q1 2022Q1 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Winch Advisory Services, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Stratos Investment Management, LLC 110.06%0.06%0.06%Q3 2021Q3 20211
Capital Directions Investment Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
ATWOOD & PALMER INC 110.00%0.00%0.00%Q3 2015Q3 20151
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q3 2016Q3 20161
WASHINGTON TRUST Co 110.00%0.00%0.00%Q1 2023Q1 20231
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q4 2015Q4 20151
Better Money Decisions, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Vestpro Financial Partners, Inc. dba CPF Texas 110.00%0.00%0.00%Q3 2018Q3 20181
Graves Light Lenhart Wealth, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
Capital CS Group, LLC 110.22%0.22%0.22%Q1 2022Q1 20221
Tempus Wealth Planning, LLC 110.16%0.16%0.16%Q3 2022Q3 20221
HOWE & RUSLING INC 110.00%0.00%0.00%Q3 2015Q3 20151
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Quadrant Private Wealth Management, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q1 2022Q1 20221
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q3 2018Q3 20181
Northstar Advisory Group, LLC 110.85%0.85%0.85%Q3 2021Q3 20211
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Varma Mutual Pension Insurance Co 110.04%0.04%0.04%Q3 2023Q3 20231
Sound Income Strategies, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
VERUS CAPITAL PARTNERS, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
UMB Bank, n.a. 110.00%0.00%0.00%Q4 2021Q4 20211
Heritage Financial Services, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Park Place Capital Corp 110.04%0.04%0.04%Q4 2022Q4 20221
Ruedi Wealth Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
RHS Financial, LLC 110.16%0.16%0.16%Q1 2022Q1 20221
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q3 2021Q3 20211
SG Americas Securities, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Mirae Asset Global Investments Co., Ltd. 110.00%0.00%0.00%Q1 2022Q1 20221
FREEDOM WEALTH ALLIANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
TWIN FOCUS CAPITAL PARTNERS, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
CCG WEALTH MANAGEMENT, LLC 110.59%0.59%0.59%Q3 2021Q3 20211
Carroll Financial Associates, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Range Financial Group LLC 110.15%0.15%0.15%Q3 2021Q3 20211
DEFINED WEALTH MANAGEMENT, LLC 110.43%0.43%0.43%Q4 2022Q4 20221
Hoxton Planning & Management, LLC 110.25%0.25%0.25%Q4 2022Q4 20221
MCDONALD PARTNERS LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Belvedere Trading LLC 110.01%0.01%0.01%Q1 2022Q1 20221
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
FINANCIAL LIFE ADVISORS 110.64%0.64%0.64%Q4 2022Q4 20221
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Virtu KCG Holdings LLC 110.03%0.03%0.03%Q2 2017Q2 20171
MBM Wealth Consultants, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
My Legacy Advisors, LLC 110.12%0.12%0.12%Q3 2022Q3 20221
Prime Capital Investment Advisors, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
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.