Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
US BANCORP \DE\ | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
MORGAN STANLEY | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
BANK OF AMERICA CORP /DE/ | 33 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 34 |
ROYAL BANK OF CANADA | 27 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 34 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 31 |
PNC FINANCIAL SERVICES GROUP, INC. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
COURIER CAPITAL LLC | 31 | 31 | 0.02% | 0.05% | 0.09% | Q4 2015 | Q2 2023 | 31 |
LPL Financial LLC | 28 | 28 | 0.00% | 0.01% | 0.15% | Q4 2016 | Q3 2023 | 28 |
Citadel Advisors | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 28 |
BlackRock Inc. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 25 | 25 | 0.00% | 0.03% | 0.31% | Q2 2017 | Q2 2023 | 25 |
B. Riley Wealth Advisors, Inc. | 25 | 25 | 0.04% | 0.23% | 0.44% | Q4 2015 | Q4 2021 | 25 |
WELLS FARGO & COMPANY/MN | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 24 |
Raymond James Financial Services Advisors, Inc. | 21 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 22 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.28% | Q3 2018 | Q3 2023 | 21 |
IFP Advisors, Inc | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 20 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 20 | 20 | 0.01% | 0.11% | 0.26% | Q3 2014 | Q2 2019 | 20 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.03% | 0.14% | Q1 2019 | Q3 2023 | 19 |
Cambridge Investment Research Advisors, Inc. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
FIFTH THIRD BANCORP | 19 | 19 | 0.00% | 0.03% | 0.15% | Q1 2019 | Q3 2023 | 19 |
CITIGROUP INC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 16 | 1 | 0.00% | 0.05% | 0.50% | Q4 2018 | Q3 2023 | 17 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q3 2022 | 17 |
AdvisorNet Financial, Inc | 16 | 16 | 0.01% | 0.05% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Parallel Advisors, LLC | 16 | 16 | 0.04% | 0.19% | 0.92% | Q4 2019 | Q3 2023 | 16 |
CLIENT 1ST ADVISORY GROUP, LLC | 16 | 16 | 0.25% | 1.02% | 2.64% | Q4 2019 | Q3 2023 | 16 |
G&S Capital LLC | 16 | 16 | 0.21% | 0.50% | 0.66% | Q4 2019 | Q3 2023 | 16 |
Capital Investment Advisory Services, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
MA Private Wealth | 16 | 16 | 0.09% | 1.61% | 2.96% | Q4 2019 | Q3 2023 | 16 |
WEALTHSOURCE PARTNERS, LLC | 16 | 16 | 0.02% | 0.20% | 1.73% | Q4 2019 | Q3 2023 | 16 |
Trinity Wealth Management, LLC | 12 | 3 | 7.79% | 9.04% | 11.37% | Q4 2019 | Q3 2023 | 15 |
Lido Advisors, LLC | 15 | 15 | 0.01% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Advisory Services Network, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2023 | 15 |
Strategic Blueprint, LLC | 15 | 15 | 0.06% | 0.39% | 1.15% | Q1 2020 | Q3 2023 | 15 |
Cypress Wealth Services, LLC | 15 | 15 | 0.05% | 0.08% | 0.31% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.05% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 9 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
Regal Wealth Group, Inc. | 9 | 5 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2021 | 14 |
TRUIST FINANCIAL CORP | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 14 |
Proficio Capital Partners LLC | 14 | 14 | 0.02% | 0.03% | 0.06% | Q1 2016 | Q2 2019 | 14 |
Keystone Financial Group | 11 | 1 | 0.07% | 0.10% | 0.11% | Q4 2019 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.01% | 0.07% | Q2 2020 | Q3 2023 | 14 |
ARGI Investment Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2022 | 13 |
Goodwin Investment Advisory | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Advisor Group, Inc. | 10 | 2 | 0.00% | 0.03% | 0.29% | Q3 2016 | Q4 2019 | 12 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 12 | 12 | 0.00% | 0.01% | 0.12% | Q1 2017 | Q4 2019 | 12 |
MSI Financial Services Inc | 9 | 3 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q4 2016 | 12 |
Qube Research & Technologies Ltd | 4 | 2 | 0.00% | 0.03% | 0.11% | Q4 2019 | Q3 2023 | 12 |
BCGM Wealth Management, LLC | 12 | 12 | 0.17% | 0.24% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Van Hulzen Asset Management, LLC | 9 | 2 | 0.08% | 0.40% | 0.53% | Q4 2019 | Q4 2022 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.08% | 0.66% | Q4 2020 | Q2 2023 | 11 |
Founders Financial Alliance, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q1 2023 | 11 |
Stratos Wealth Partners, LTD. | 6 | 5 | 0.02% | 0.06% | 0.08% | Q4 2018 | Q4 2021 | 11 |
Arizona State Retirement System | 7 | 4 | 1.37% | 1.63% | 2.17% | Q2 2013 | Q2 2016 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Wharton Business Group, LLC | 10 | 10 | 0.02% | 0.09% | 0.11% | Q2 2021 | Q3 2023 | 10 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 10 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q1 2022 | 10 |
Virtu KCG Holdings LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2016 | 10 |
55I, LLC | 9 | 1 | 0.01% | 0.16% | 0.55% | Q4 2019 | Q2 2022 | 10 |
WealthShield Partners, LLC | 4 | 2 | 0.00% | 0.14% | 0.68% | Q4 2019 | Q3 2023 | 10 |
Anfield Capital Management, LLC | 10 | 10 | 0.37% | 0.66% | 1.01% | Q4 2019 | Q1 2022 | 10 |
VIVID FINANCIAL MANAGEMENT, INC. | 9 | 9 | 0.12% | 1.00% | 2.86% | Q4 2019 | Q4 2021 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 9 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.04% | 0.22% | Q4 2019 | Q3 2023 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 8 | 8 | 0.01% | 0.16% | 0.73% | Q4 2019 | Q3 2021 | 8 |
Integrated Wealth Concepts LLC | 7 | 1 | 0.01% | 0.14% | 0.92% | Q4 2019 | Q4 2021 | 8 |
Rockefeller Capital Management L.P. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 8 |
GOLDMAN SACHS GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 8 |
HawsGoodwin Investment Management LLC | 8 | 8 | 0.24% | 0.31% | 0.75% | Q1 2020 | Q4 2021 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.01% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
HighTower Advisors, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 8 |
Ifrah Financial Services, Inc. | 8 | 8 | 0.13% | 0.15% | 0.22% | Q4 2018 | Q3 2020 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.05% | 0.17% | Q4 2021 | Q3 2023 | 8 |
TKG Advisors, LLC | 8 | 8 | 0.15% | 0.27% | 0.51% | Q4 2021 | Q3 2023 | 8 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.06% | 0.26% | Q1 2021 | Q4 2022 | 7 |
Freestone Capital Holdings, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Avior Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 7 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 7 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.16% | 0.53% | Q3 2020 | Q2 2023 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 7 |
Belpointe Asset Management LLC | 5 | 2 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q1 2023 | 7 |
AMERIPRISE FINANCIAL INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 7 |
Patriot Financial Group Insurance Agency, LLC | 7 | 7 | 0.00% | 0.11% | 0.29% | Q4 2019 | Q2 2021 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q1 2021 | 7 |
RDA Financial Network | 7 | 7 | 0.10% | 0.14% | 0.20% | Q3 2019 | Q1 2021 | 7 |
PSI Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Mutual Advisors, LLC | 7 | 7 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q4 2021 | 7 |
Spire Wealth Management | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
CENTAURUS FINANCIAL, INC. | 6 | 6 | 0.01% | 0.04% | 0.14% | Q3 2020 | Q4 2021 | 6 |
Snowden Capital Advisors LLC | 5 | 1 | 0.04% | 0.17% | 0.52% | Q1 2016 | Q4 2020 | 6 |
BEACON FINANCIAL GROUP | 6 | 6 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q1 2022 | 6 |
Cetera Advisor Networks LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 6 |
Global Retirement Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
Cooper Financial Group | 6 | 6 | 0.05% | 1.40% | 2.37% | Q4 2019 | Q1 2021 | 6 |
Strategic Asset Management, LLC | 5 | 5 | 0.16% | 0.20% | 0.32% | Q3 2021 | Q3 2022 | 5 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 5 | 5 | 0.14% | 0.40% | 0.61% | Q4 2019 | Q4 2020 | 5 |
Client First Capital LLC | 5 | 5 | 3.37% | 4.14% | 6.00% | Q4 2021 | Q4 2022 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.01% | 0.48% | 1.38% | Q4 2019 | Q4 2020 | 5 |
Baystate Wealth Management LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
Arkos Global Advisors | 4 | 1 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q2 2023 | 5 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Carroll Financial Associates, Inc. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2021 | 5 |
MEEDER ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 5 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.09% | 0.43% | Q1 2017 | Q4 2020 | 5 |
Inscription Capital, LLC | 5 | 5 | 0.06% | 0.10% | 0.12% | Q3 2021 | Q3 2022 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q4 2021 | 5 |
AE Wealth Management LLC | 4 | 1 | 0.01% | 0.03% | 0.09% | Q3 2019 | Q4 2020 | 5 |
Stratos Wealth Advisors, LLC | 5 | 5 | 0.08% | 0.12% | 0.22% | Q4 2019 | Q4 2020 | 5 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 2 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q3 2021 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Midwest Heritage Bank, FSB | 5 | 5 | 0.22% | 0.30% | 0.42% | Q4 2021 | Q4 2022 | 5 |
Icon Wealth Partners, LLC | 3 | 2 | 0.01% | 0.61% | 1.93% | Q4 2019 | Q3 2023 | 5 |
Austin Private Wealth, LLC | 5 | 5 | 0.15% | 0.46% | 0.86% | Q4 2019 | Q4 2020 | 5 |
RFG Advisory, LLC | 5 | 5 | 0.03% | 0.08% | 0.16% | Q1 2020 | Q1 2021 | 5 |
Horst & Graben Wealth Management LLC | 4 | 4 | 0.27% | 0.78% | 1.21% | Q1 2020 | Q4 2020 | 4 |
Copperleaf Capital, LLC | 4 | 4 | 0.68% | 0.91% | 1.48% | Q1 2020 | Q4 2020 | 4 |
STIFEL FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Element Wealth, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
James Reed Financial Services, Inc. | 4 | 4 | 22.91% | 25.48% | 26.69% | Q4 2021 | Q3 2022 | 4 |
RAYMOND JAMES TRUST N.A. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2020 | 4 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 4 |
RAYMOND JAMES & ASSOCIATES | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 4 |
Straight Path Wealth Management | 4 | 4 | 0.85% | 1.36% | 1.68% | Q4 2021 | Q3 2022 | 4 |
Simplicity Solutions, LLC | 4 | 4 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q2 2020 | 4 |
LifePlan Financial Group, Inc | 4 | 4 | 0.01% | 0.38% | 0.96% | Q4 2019 | Q3 2020 | 4 |
Timber Hill LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Blue Trust, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 3 |
BB&T SECURITIES, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2019 | 3 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 3 |
CREDIT SUISSE AG/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Bay Harbor Wealth Management, LLC | 3 | 3 | 0.00% | 0.35% | 0.70% | Q4 2019 | Q2 2020 | 3 |
Quantitative Advantage, LLC | 3 | 3 | 6.56% | 6.69% | 6.89% | Q2 2020 | Q4 2020 | 3 |
Newbridge Financial Services Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Summit X, LLC | 2 | 1 | 0.02% | 0.68% | 1.17% | Q4 2019 | Q3 2020 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.00% | 0.21% | 0.64% | Q1 2020 | Q3 2020 | 3 |
Cascadia Advisory Services, LLC | 2 | 1 | 0.11% | 0.18% | 0.27% | Q4 2019 | Q3 2020 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2020 | 3 |
CHOREO, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Baird Financial Group, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 3 |
TD Waterhouse Canada Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Financial Advocates Investment Management | 2 | 1 | 0.04% | 0.06% | 0.07% | Q1 2020 | Q4 2020 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.19% | 0.36% | Q3 2016 | Q1 2017 | 3 |
Almanack Investment Partners, LLC. | 2 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q2 2019 | 3 |
BlackRock Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2016 | 3 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
Smart Money Group LLC | 1 | 1 | 0.40% | 0.60% | 0.81% | Q1 2020 | Q3 2020 | 2 |
High Falls Advisors, Inc | 2 | 2 | 0.15% | 0.17% | 0.19% | Q4 2019 | Q1 2020 | 2 |
Carmichael Hill & Associates, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
PRUDENTIAL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
FLC Capital Advisors | 2 | 2 | 0.14% | 0.14% | 0.15% | Q3 2020 | Q4 2020 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 2 | 0.06% | 0.08% | 0.09% | Q4 2019 | Q1 2020 | 2 |
COMERICA SECURITIES,INC. | 2 | 2 | 0.11% | 0.21% | 0.31% | Q4 2019 | Q1 2020 | 2 |
Sharkey, Howes & Javer | 2 | 2 | 1.01% | 1.34% | 1.66% | Q4 2019 | Q1 2020 | 2 |
Financial Architects, Inc | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.32% | 0.36% | 0.40% | Q4 2019 | Q1 2020 | 2 |
Stone House Investment Management, LLC | 2 | 2 | 1.49% | 2.32% | 3.15% | Q4 2019 | Q1 2020 | 2 |
Eudaimonia Partners, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
TWO SIGMA SECURITIES, LLC | 2 | 2 | 0.07% | 0.20% | 0.33% | Q3 2017 | Q4 2017 | 2 |
First Allied Advisory Services, Inc. | 2 | 2 | 0.05% | 0.07% | 0.10% | Q4 2019 | Q1 2020 | 2 |
Weaver Consulting Group | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q3 2020 | 2 |
TSFG, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 1.06% | 1.37% | 1.68% | Q4 2019 | Q1 2020 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.06% | 0.10% | 0.14% | Q4 2019 | Q1 2020 | 2 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q3 2020 | 2 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Lighthouse Financial Advisors, Inc. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q1 2021 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Lenox Wealth Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
SteelPeak Wealth, LLC | 1 | 1 | 0.29% | 0.32% | 0.34% | Q1 2020 | Q4 2020 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Janney Montgomery Scott LLC | 2 | 2 | 0.17% | 0.22% | 0.27% | Q4 2019 | Q1 2020 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q1 2020 | 2 |
Leicht Financial Planning & Wealth Management, Inc. | 2 | 2 | 1.10% | 1.19% | 1.28% | Q4 2019 | Q1 2020 | 2 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.19% | 0.22% | 0.25% | Q1 2020 | Q3 2022 | 2 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Physician Wealth Advisors, Inc. | 2 | 2 | 0.42% | 0.59% | 0.75% | Q3 2019 | Q4 2019 | 2 |
Invst, LLC | 2 | 2 | 0.38% | 0.46% | 0.55% | Q4 2019 | Q1 2020 | 2 |
Blackhawk Capital Partners LLC. | 2 | 2 | 0.20% | 0.60% | 1.00% | Q1 2021 | Q2 2021 | 2 |
Atria Investments, Inc | 2 | 2 | 0.16% | 0.18% | 0.21% | Q4 2019 | Q1 2020 | 2 |
MCIA Inc | 2 | 2 | 0.42% | 1.94% | 3.45% | Q4 2019 | Q1 2020 | 2 |
Trek Financial, LLC | 2 | 2 | 0.18% | 0.25% | 0.33% | Q4 2019 | Q1 2020 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.09% | 0.11% | 0.14% | Q4 2019 | Q1 2020 | 2 |
PARK AVENUE SECURITIES LLC | 2 | 2 | 2.38% | 2.44% | 2.50% | Q4 2019 | Q1 2020 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Mizuho Trust & Banking Co., Ltd. | 1 | 1 | 1.38% | 2.28% | 3.19% | Q4 2017 | Q3 2018 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Hanlon Investment Management, Inc. | 2 | 2 | 0.14% | 0.20% | 0.26% | Q4 2019 | Q1 2020 | 2 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Sigma Planning Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
Spectrum Planning & Advisory Services Inc. | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2020 | Q4 2020 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Day & Ennis, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2020 | Q1 2020 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Savior LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2020 | Q1 2020 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2019 | Q4 2019 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 8.31% | 8.31% | 8.31% | Q4 2020 | Q4 2020 | 1 |
FIRETHORN WEALTH PARTNERS, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2020 | Q4 2020 | 1 |
Menard Financial Group LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q4 2019 | Q4 2019 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2020 | Q4 2020 | 1 |
Private Portfolio Partners LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Pettinga Financial Advisors LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2020 | Q1 2020 | 1 |
UBS AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
M&T BANK CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
BlackRock Group LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Visionary Wealth Advisors | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2019 | Q4 2019 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Truadvice, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2020 | Q3 2020 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
HNP Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Walkner Condon Financial Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Brookstone Capital Management | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bernardo Wealth Planning LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2020 | Q1 2020 | 1 |
Certus Wealth Management, LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q2 2023 | Q2 2023 | 1 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
LexAurum Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
PAX Financial Group, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q4 2019 | Q4 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.