ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
US BANCORP \DE\ 39390.00%0.00%0.01%Q1 2014Q3 202339
MORGAN STANLEY 36360.00%0.00%0.01%Q4 2014Q3 202336
UBS Group AG 35350.00%0.00%0.00%Q1 2015Q3 202335
BANK OF AMERICA CORP /DE/ 3310.00%0.00%0.01%Q4 2014Q3 202334
ROYAL BANK OF CANADA 2710.00%0.00%0.00%Q3 2013Q3 202334
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1430.00%0.00%0.00%Q1 2015Q3 202331
PNC FINANCIAL SERVICES GROUP, INC. 31310.00%0.00%0.01%Q1 2016Q3 202331
COURIER CAPITAL LLC 31310.02%0.05%0.09%Q4 2015Q2 202331
LPL Financial LLC 28280.00%0.01%0.15%Q4 2016Q3 202328
Citadel Advisors 1010.00%0.00%0.00%Q2 2015Q3 202328
BlackRock Inc. 27270.00%0.00%0.01%Q1 2017Q3 202327
MML INVESTORS SERVICES, LLC 25250.00%0.03%0.31%Q2 2017Q2 202325
B. Riley Wealth Advisors, Inc. 25250.04%0.23%0.44%Q4 2015Q4 202125
WELLS FARGO & COMPANY/MN 24240.00%0.00%0.00%Q4 2017Q3 202324
JANE STREET GROUP, LLC 910.00%0.01%0.04%Q1 2015Q3 202324
Raymond James Financial Services Advisors, Inc. 2110.00%0.01%0.04%Q4 2016Q3 202322
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.28%Q3 2018Q3 202321
IFP Advisors, Inc 1610.00%0.00%0.01%Q4 2015Q3 202320
UNITED SERVICES AUTOMOBILE ASSOCIATION 20200.01%0.11%0.26%Q3 2014Q2 201920
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.03%0.14%Q1 2019Q3 202319
Cambridge Investment Research Advisors, Inc. 19190.00%0.01%0.02%Q1 2019Q3 202319
FIFTH THIRD BANCORP 19190.00%0.03%0.15%Q1 2019Q3 202319
CITIGROUP INC 1020.00%0.00%0.00%Q1 2015Q2 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
ENVESTNET ASSET MANAGEMENT INC 1610.00%0.05%0.50%Q4 2018Q3 202317
Tower Research Capital LLC (TRC) 910.00%0.02%0.07%Q2 2015Q3 202217
AdvisorNet Financial, Inc 16160.01%0.05%0.19%Q4 2019Q3 202316
Parallel Advisors, LLC 16160.04%0.19%0.92%Q4 2019Q3 202316
CLIENT 1ST ADVISORY GROUP, LLC 16160.25%1.02%2.64%Q4 2019Q3 202316
G&S Capital LLC 16160.21%0.50%0.66%Q4 2019Q3 202316
Capital Investment Advisory Services, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
MA Private Wealth 16160.09%1.61%2.96%Q4 2019Q3 202316
WEALTHSOURCE PARTNERS, LLC 16160.02%0.20%1.73%Q4 2019Q3 202316
Trinity Wealth Management, LLC 1237.79%9.04%11.37%Q4 2019Q3 202315
Lido Advisors, LLC 15150.01%0.06%0.10%Q1 2020Q3 202315
Advisory Services Network, LLC 1010.00%0.01%0.03%Q4 2017Q1 202315
Strategic Blueprint, LLC 15150.06%0.39%1.15%Q1 2020Q3 202315
Cypress Wealth Services, LLC 15150.05%0.08%0.31%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.05%0.12%Q1 2020Q3 202315
Retirement Group, LLC 910.01%0.02%0.04%Q4 2019Q3 202314
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1130.00%0.00%0.00%Q4 2019Q3 202314
Regal Wealth Group, Inc. 950.00%0.01%0.01%Q1 2017Q1 202114
TRUIST FINANCIAL CORP 14140.00%0.01%0.02%Q4 2019Q1 202314
Proficio Capital Partners LLC 14140.02%0.03%0.06%Q1 2016Q2 201914
Keystone Financial Group 1110.07%0.10%0.11%Q4 2019Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.00%0.01%0.07%Q2 2020Q3 202314
ARGI Investment Services, LLC 13130.01%0.02%0.02%Q4 2019Q4 202213
Goodwin Investment Advisory 12120.02%0.04%0.05%Q4 2020Q3 202312
Advisor Group, Inc. 1020.00%0.03%0.29%Q3 2016Q4 201912
LADENBURG THALMANN FINANCIAL SERVICES INC. 12120.00%0.01%0.12%Q1 2017Q4 201912
MSI Financial Services Inc 930.00%0.00%0.02%Q4 2013Q4 201612
Qube Research & Technologies Ltd 420.00%0.03%0.11%Q4 2019Q3 202312
BCGM Wealth Management, LLC 12120.17%0.24%0.32%Q4 2020Q3 202312
Van Hulzen Asset Management, LLC 920.08%0.40%0.53%Q4 2019Q4 202211
Clearview Wealth Advisors LLC 11110.01%0.08%0.66%Q4 2020Q2 202311
Founders Financial Alliance, LLC 11110.01%0.02%0.03%Q3 2020Q1 202311
Stratos Wealth Partners, LTD. 650.02%0.06%0.08%Q4 2018Q4 202111
Arizona State Retirement System 741.37%1.63%2.17%Q2 2013Q2 201611
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.01%Q1 2021Q3 202310
Wharton Business Group, LLC 10100.02%0.09%0.11%Q2 2021Q3 202310
THRIVENT FINANCIAL FOR LUTHERANS 10100.00%0.01%0.03%Q4 2019Q1 202210
Virtu KCG Holdings LLC 510.01%0.01%0.01%Q3 2013Q4 201610
55I, LLC 910.01%0.16%0.55%Q4 2019Q2 202210
WealthShield Partners, LLC 420.00%0.14%0.68%Q4 2019Q3 202310
Anfield Capital Management, LLC 10100.37%0.66%1.01%Q4 2019Q1 202210
VIVID FINANCIAL MANAGEMENT, INC. 990.12%1.00%2.86%Q4 2019Q4 20219
Professional Financial Advisors, LLC 990.01%0.01%0.02%Q3 2020Q3 20229
NewEdge Advisors, LLC 610.00%0.04%0.22%Q4 2019Q3 20239
LIBERTY WEALTH MANAGEMENT LLC 880.01%0.16%0.73%Q4 2019Q3 20218
Integrated Wealth Concepts LLC 710.01%0.14%0.92%Q4 2019Q4 20218
Rockefeller Capital Management L.P. 710.00%0.01%0.01%Q1 2020Q2 20238
Realta Investment Advisors 420.00%0.00%0.01%Q1 2019Q3 20238
GOLDMAN SACHS GROUP INC 610.00%0.00%0.01%Q3 2018Q4 20208
HawsGoodwin Investment Management LLC 880.24%0.31%0.75%Q1 2020Q4 20218
Aspire Wealth Management Corp 880.01%0.03%0.08%Q4 2021Q3 20238
HighTower Advisors, LLC 620.00%0.01%0.02%Q4 2019Q1 20228
Ifrah Financial Services, Inc. 880.13%0.15%0.22%Q4 2018Q3 20208
FSC Wealth Advisors, LLC 880.01%0.05%0.17%Q4 2021Q3 20238
TKG Advisors, LLC 880.15%0.27%0.51%Q4 2021Q3 20238
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.06%0.26%Q1 2021Q4 20227
Freestone Capital Holdings, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Avior Wealth Management, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q4 2018Q3 20237
NEXT Financial Group, Inc 610.00%0.00%0.00%Q1 2020Q4 20217
FLOW TRADERS U.S. LLC 310.01%0.16%0.53%Q3 2020Q2 20237
FLAGSHIP HARBOR ADVISORS, LLC 430.00%0.00%0.00%Q2 2018Q3 20207
Belpointe Asset Management LLC 520.00%0.04%0.08%Q4 2019Q1 20237
AMERIPRISE FINANCIAL INC 520.00%0.00%0.00%Q4 2019Q3 20217
Patriot Financial Group Insurance Agency, LLC 770.00%0.11%0.29%Q4 2019Q2 20217
Sowell Financial Services LLC 770.00%0.02%0.05%Q3 2019Q1 20217
RDA Financial Network 770.10%0.14%0.20%Q3 2019Q1 20217
PSI Advisors, LLC 770.00%0.00%0.00%Q3 2021Q1 20237
Mutual Advisors, LLC 770.01%0.03%0.05%Q2 2020Q4 20217
Spire Wealth Management 610.00%0.00%0.00%Q1 2021Q3 20237
CENTAURUS FINANCIAL, INC. 660.01%0.04%0.14%Q3 2020Q4 20216
Snowden Capital Advisors LLC 510.04%0.17%0.52%Q1 2016Q4 20206
BEACON FINANCIAL GROUP 660.08%0.08%0.08%Q4 2020Q1 20226
Cetera Advisor Networks LLC 510.00%0.01%0.01%Q2 2020Q1 20226
Global Retirement Partners, LLC 310.00%0.00%0.01%Q4 2019Q3 20236
Cooper Financial Group 660.05%1.40%2.37%Q4 2019Q1 20216
Strategic Asset Management, LLC 550.16%0.20%0.32%Q3 2021Q3 20225
ROWLAND CARMICHAEL ADVISORS INC /ADV 550.14%0.40%0.61%Q4 2019Q4 20205
Client First Capital LLC 553.37%4.14%6.00%Q4 2021Q4 20225
MACROVIEW INVESTMENT MANAGEMENT LLC 550.01%0.48%1.38%Q4 2019Q4 20205
Baystate Wealth Management LLC 410.00%0.00%0.00%Q1 2020Q3 20235
Arkos Global Advisors 410.04%0.06%0.07%Q2 2021Q2 20235
EDMOND DE ROTHSCHILD HOLDING S.A. 550.00%0.00%0.00%Q4 2015Q4 20165
Carroll Financial Associates, Inc. 550.01%0.02%0.04%Q3 2020Q3 20215
MEEDER ASSET MANAGEMENT INC 550.00%0.00%0.00%Q1 2021Q1 20225
COMMONWEALTH EQUITY SERVICES, LLC 410.00%0.01%0.04%Q4 2019Q3 20235
SG Americas Securities, LLC 310.00%0.09%0.43%Q1 2017Q4 20205
Inscription Capital, LLC 550.06%0.10%0.12%Q3 2021Q3 20225
TUCKER ASSET MANAGEMENT LLC 550.01%0.03%0.07%Q4 2020Q4 20215
AE Wealth Management LLC 410.01%0.03%0.09%Q3 2019Q4 20205
Stratos Wealth Advisors, LLC 550.08%0.12%0.22%Q4 2019Q4 20205
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 320.01%0.04%0.09%Q4 2019Q3 20215
Zullo Investment Group, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
Midwest Heritage Bank, FSB 550.22%0.30%0.42%Q4 2021Q4 20225
Icon Wealth Partners, LLC 320.01%0.61%1.93%Q4 2019Q3 20235
Austin Private Wealth, LLC 550.15%0.46%0.86%Q4 2019Q4 20205
RFG Advisory, LLC 550.03%0.08%0.16%Q1 2020Q1 20215
Horst & Graben Wealth Management LLC 440.27%0.78%1.21%Q1 2020Q4 20204
Copperleaf Capital, LLC 440.68%0.91%1.48%Q1 2020Q4 20204
STIFEL FINANCIAL CORP 220.00%0.00%0.00%Q1 2019Q1 20204
Element Wealth, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
James Reed Financial Services, Inc. 4422.91%25.48%26.69%Q4 2021Q3 20224
RAYMOND JAMES TRUST N.A. 440.01%0.01%0.02%Q1 2020Q4 20204
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q3 2021Q2 20234
RAYMOND JAMES & ASSOCIATES 220.00%0.00%0.00%Q2 2018Q1 20204
Straight Path Wealth Management 440.85%1.36%1.68%Q4 2021Q3 20224
Simplicity Solutions, LLC 440.01%0.03%0.06%Q3 2019Q2 20204
LifePlan Financial Group, Inc 440.01%0.38%0.96%Q4 2019Q3 20204
Timber Hill LLC 440.00%0.01%0.01%Q2 2013Q1 20144
Farther Finance Advisors, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Blue Trust, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
BANK OF MONTREAL /CAN/ 210.00%0.00%0.01%Q4 2019Q3 20233
BB&T SECURITIES, LLC 330.02%0.03%0.05%Q1 2019Q3 20193
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q1 2021Q1 20223
CREDIT SUISSE AG/ 330.00%0.00%0.00%Q4 2019Q2 20203
Bay Harbor Wealth Management, LLC 330.00%0.35%0.70%Q4 2019Q2 20203
Quantitative Advantage, LLC 336.56%6.69%6.89%Q2 2020Q4 20203
Newbridge Financial Services Group, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2019Q1 20203
CoreCap Advisors, LLC 110.00%0.01%0.01%Q4 2021Q4 20223
Summit X, LLC 210.02%0.68%1.17%Q4 2019Q3 20203
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Spectrum Management Group, LLC 330.00%0.21%0.64%Q1 2020Q3 20203
Cascadia Advisory Services, LLC 210.11%0.18%0.27%Q4 2019Q3 20203
VICTORY CAPITAL MANAGEMENT INC 330.01%0.02%0.03%Q3 2019Q1 20203
CHOREO, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Baird Financial Group, Inc. 210.00%0.00%0.00%Q4 2019Q3 20233
TD Waterhouse Canada Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Financial Advocates Investment Management 210.04%0.06%0.07%Q1 2020Q4 20203
ADVANTAGE INVESTMENT MANAGEMENT, LLC 330.00%0.19%0.36%Q3 2016Q1 20173
Almanack Investment Partners, LLC. 210.04%0.04%0.04%Q3 2018Q2 20193
BlackRock Investment Management, LLC 330.00%0.00%0.01%Q2 2016Q4 20163
J.P. Morgan Private Wealth Advisors LLC 210.00%0.00%0.00%Q2 2022Q1 20233
Smart Money Group LLC 110.40%0.60%0.81%Q1 2020Q3 20202
High Falls Advisors, Inc 220.15%0.17%0.19%Q4 2019Q1 20202
Carmichael Hill & Associates, Inc. 220.00%0.01%0.01%Q1 2020Q2 20202
PRUDENTIAL PLC 110.00%0.00%0.00%Q1 2019Q3 20192
FLC Capital Advisors 220.14%0.14%0.15%Q3 2020Q4 20202
ACCURATE INVESTMENT SOLUTIONS, INC. 220.06%0.08%0.09%Q4 2019Q1 20202
COMERICA SECURITIES,INC. 220.11%0.21%0.31%Q4 2019Q1 20202
Sharkey, Howes & Javer 221.01%1.34%1.66%Q4 2019Q1 20202
Financial Architects, Inc 220.05%0.05%0.05%Q3 2021Q4 20212
ETRADE Capital Management LLC 220.32%0.36%0.40%Q4 2019Q1 20202
Stone House Investment Management, LLC 221.49%2.32%3.15%Q4 2019Q1 20202
Eudaimonia Partners, LLC 220.01%0.03%0.05%Q4 2019Q1 20202
Cerity Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
EDMOND DE ROTHSCHILD (SUISSE) S.A. 220.02%0.02%0.02%Q2 2016Q3 20162
TWO SIGMA SECURITIES, LLC 220.07%0.20%0.33%Q3 2017Q4 20172
First Allied Advisory Services, Inc. 220.05%0.07%0.10%Q4 2019Q1 20202
Weaver Consulting Group 220.06%0.06%0.06%Q2 2020Q3 20202
TSFG, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
Concorde Asset Management, LLC 221.06%1.37%1.68%Q4 2019Q1 20202
Venturi Wealth Management, LLC 220.06%0.10%0.14%Q4 2019Q1 20202
Bank of New York Mellon Corp 220.00%0.00%0.00%Q4 2019Q1 20202
WealthPLAN Partners, LLC 220.03%0.03%0.03%Q2 2020Q3 20202
PRUDENTIAL FINANCIAL INC 220.00%0.00%0.00%Q4 2019Q1 20202
Lighthouse Financial Advisors, Inc. 220.07%0.07%0.08%Q4 2020Q1 20212
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q1 2018Q2 20182
Lenox Wealth Management, Inc. 220.01%0.01%0.02%Q4 2019Q1 20202
Cetera Advisors LLC 110.00%0.01%0.02%Q1 2019Q1 20202
Arkadios Wealth Advisors 220.00%0.00%0.00%Q4 2019Q1 20202
SteelPeak Wealth, LLC 110.29%0.32%0.34%Q1 2020Q4 20202
Bison Wealth, LLC 220.12%0.12%0.12%Q2 2023Q3 20232
Private Capital Group, LLC 220.05%0.06%0.06%Q4 2019Q1 20202
Janney Montgomery Scott LLC 220.17%0.22%0.27%Q4 2019Q1 20202
Keebeck Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q2 20202
Mount Yale Investment Advisors, LLC 220.05%0.06%0.07%Q4 2019Q1 20202
Leicht Financial Planning & Wealth Management, Inc. 221.10%1.19%1.28%Q4 2019Q1 20202
OmniStar Financial Group, Inc. 110.19%0.22%0.25%Q1 2020Q3 20222
BARCLAYS PLC 110.00%0.00%0.00%Q1 2021Q3 20212
Physician Wealth Advisors, Inc. 220.42%0.59%0.75%Q3 2019Q4 20192
Invst, LLC 220.38%0.46%0.55%Q4 2019Q1 20202
Blackhawk Capital Partners LLC. 220.20%0.60%1.00%Q1 2021Q2 20212
Atria Investments, Inc 220.16%0.18%0.21%Q4 2019Q1 20202
MCIA Inc 220.42%1.94%3.45%Q4 2019Q1 20202
Trek Financial, LLC 220.18%0.25%0.33%Q4 2019Q1 20202
FinTrust Capital Advisors, LLC 220.09%0.11%0.14%Q4 2019Q1 20202
PARK AVENUE SECURITIES LLC 222.38%2.44%2.50%Q4 2019Q1 20202
Equitable Holdings, Inc. 220.01%0.01%0.02%Q4 2019Q1 20202
Mizuho Trust & Banking Co., Ltd. 111.38%2.28%3.19%Q4 2017Q3 20182
Aspire Private Capital, LLC 220.01%0.02%0.03%Q4 2019Q1 20202
LEVEL FOUR ADVISORY SERVICES, LLC 220.02%0.02%0.02%Q4 2020Q1 20212
TRANSCEND CAPITAL ADVISORS, LLC 220.03%0.04%0.04%Q3 2020Q4 20202
Hanlon Investment Management, Inc. 220.14%0.20%0.26%Q4 2019Q1 20202
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q4 2019Q4 20191
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2020Q4 20201
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
TRUE Private Wealth Advisors 110.12%0.12%0.12%Q1 2020Q1 20201
Sigma Planning Corp 110.02%0.02%0.02%Q1 2020Q1 20201
PATTON ALBERTSON MILLER GROUP, LLC 110.13%0.13%0.13%Q1 2020Q1 20201
Spectrum Planning & Advisory Services Inc. 110.87%0.87%0.87%Q4 2020Q4 20201
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Day & Ennis, LLC 110.31%0.31%0.31%Q1 2020Q1 20201
Renaissance Technologies 110.00%0.00%0.00%Q4 2020Q4 20201
Savior LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Steward Partners Investment Advisory, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
WINTRUST INVESTMENTS LLC 110.15%0.15%0.15%Q1 2020Q1 20201
Montecito Bank & Trust 110.51%0.51%0.51%Q4 2019Q4 20191
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Golden State Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Ellevest, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Halpern Financial, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Tibra Equities Europe Ltd 118.31%8.31%8.31%Q4 2020Q4 20201
FIRETHORN WEALTH PARTNERS, LLC 110.48%0.48%0.48%Q4 2020Q4 20201
Menard Financial Group LLC 111.13%1.13%1.13%Q4 2019Q4 20191
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q3 2021Q3 20211
CFS Investment Advisory Services, LLC 110.62%0.62%0.62%Q4 2020Q4 20201
Private Portfolio Partners LLC 110.12%0.12%0.12%Q1 2020Q1 20201
Pettinga Financial Advisors LLC 110.26%0.26%0.26%Q1 2020Q1 20201
UBS AG 110.00%0.00%0.00%Q3 2014Q3 20141
AVANTAX ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q4 2019Q4 20191
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q4 2019Q4 20191
American Portfolios Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Merrion Investment Management Co, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
M&T BANK CORP 110.04%0.04%0.04%Q1 2020Q1 20201
VERUS CAPITAL PARTNERS, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Dynamic Advisor Solutions LLC 110.05%0.05%0.05%Q4 2019Q4 20191
BlackRock Group LTD 110.02%0.02%0.02%Q1 2015Q1 20151
CAPTRUST FINANCIAL ADVISORS 110.01%0.01%0.01%Q4 2017Q4 20171
Visionary Wealth Advisors 110.33%0.33%0.33%Q4 2019Q4 20191
Independent Advisor Alliance 110.02%0.02%0.02%Q4 2019Q4 20191
Lion Street Advisors, LLC 110.10%0.10%0.10%Q1 2020Q1 20201
Truadvice, LLC 110.30%0.30%0.30%Q3 2020Q3 20201
Edge Wealth Management LLC 110.04%0.04%0.04%Q4 2019Q4 20191
HNP Capital LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Walkner Condon Financial Advisors LLC 110.09%0.09%0.09%Q1 2021Q1 20211
BAKER TILLY WEALTH MANAGEMENT, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
Wealthcare Advisory Partners LLC 110.01%0.01%0.01%Q1 2018Q1 20181
ASSETMARK, INC 110.00%0.00%0.00%Q4 2019Q4 20191
Geneos Wealth Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Braun-Bostich & Associates Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Brookstone Capital Management 110.13%0.13%0.13%Q1 2020Q1 20201
Center for Financial Planning, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Bernardo Wealth Planning LLC 110.71%0.71%0.71%Q1 2020Q1 20201
Certus Wealth Management, LLC 111.08%1.08%1.08%Q2 2023Q2 20231
Commonwealth Equity Services, Inc 110.00%0.00%0.00%Q4 2016Q4 20161
Cornerstone Wealth Management, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
LexAurum Advisors, LLC 110.11%0.11%0.11%Q3 2020Q3 20201
PAX Financial Group, LLC 111.10%1.10%1.10%Q4 2019Q4 20191
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Jacobi Capital Management LLC 110.00%0.00%0.00%Q2 2020Q2 20201
External links

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