Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 26 | 26 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2019 | 26 |
ROYAL BANK OF CANADA | 26 | 26 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2019 | 26 |
MORGAN STANLEY | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2019 | 25 |
Mariner, LLC | 23 | 23 | 0.01% | 0.05% | 0.12% | Q2 2014 | Q4 2019 | 23 |
Gateway Advisory, LLC | 21 | 21 | 1.59% | 2.21% | 3.08% | Q1 2015 | Q1 2020 | 21 |
LPL Financial LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2019 | 21 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2019 | 21 |
UBS Group AG | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 20 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 20 |
First Allied Advisory Services, Inc. | 19 | 1 | 0.00% | 0.05% | 0.13% | Q2 2014 | Q3 2019 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q4 2019 | 18 |
Hugh Johnson Advisors LLC | 18 | 18 | 0.12% | 0.48% | 0.83% | Q1 2015 | Q2 2019 | 18 |
AMERIPRISE FINANCIAL INC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2019 | 18 |
Baird Financial Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2018 | 15 |
US BANCORP \DE\ | 15 | 15 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
Raymond James Financial Services Advisors, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2019 | 13 |
Private Advisor Group, LLC | 8 | 5 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2019 | 13 |
WOLVERINE TRADING, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2019 | 12 |
RITHOLTZ WEALTH MANAGEMENT | 11 | 1 | 0.15% | 0.21% | 0.34% | Q4 2016 | Q4 2019 | 12 |
D.A. DAVIDSON & CO. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2017 | 10 |
Private Capital Group, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
BOSTON ADVISORS LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2017 | 10 |
Tillar-Wenstrup Advisors, LLC | 9 | 9 | 0.69% | 0.93% | 1.34% | Q1 2018 | Q1 2020 | 9 |
Citadel Advisors | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 9 |
COMMONWEALTH EQUITY SERVICES, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 9 |
MSI Financial Services Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
IHT Wealth Management, LLC | 9 | 9 | 0.00% | 0.09% | 0.20% | Q4 2016 | Q4 2018 | 9 |
SEIZERT CAPITAL PARTNERS, LLC | 8 | 1 | 0.01% | 0.03% | 0.04% | Q2 2014 | Q4 2019 | 9 |
MCF Advisors LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2019 | 9 |
Virtu KCG Holdings LLC | 8 | 1 | 0.01% | 0.06% | 0.12% | Q4 2013 | Q2 2017 | 9 |
Wealthstar Advisors, LLC | 8 | 8 | 0.08% | 0.14% | 0.20% | Q1 2018 | Q4 2019 | 8 |
IFP Advisors, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
Guidant Wealth Advisors | 4 | 4 | 0.02% | 0.04% | 0.15% | Q3 2016 | Q3 2019 | 8 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
Laurel Wealth Advisors LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2020 | 6 |
Proficio Capital Partners LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q2 2019 | 6 |
CITIGROUP INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 6 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Commonwealth Equity Services, Inc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2017 | 5 |
WELLS FARGO & COMPANY/MN | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 5 |
WealthTrust Fairport, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
MONECO Advisors, LLC | 5 | 5 | 0.21% | 0.24% | 0.31% | Q4 2018 | Q4 2019 | 5 |
Advisor Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Bridgeworth, LLC | 4 | 1 | 0.08% | 0.09% | 0.12% | Q2 2018 | Q3 2019 | 5 |
AllSquare Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q1 2015 | 5 |
Front Row Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Capital One Investing, Inc. | 4 | 4 | 0.32% | 0.34% | 0.38% | Q4 2018 | Q3 2019 | 4 |
Rehmann Capital Advisory Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 4 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
FineMark National Bank & Trust | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2019 | Q4 2019 | 4 |
KHP Capital, LLC | 4 | 4 | 0.59% | 0.67% | 0.76% | Q4 2017 | Q3 2018 | 4 |
SII INVESTMENTS INC/WI | 4 | 4 | 0.02% | 0.13% | 0.44% | Q1 2017 | Q4 2017 | 4 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 4 | 4 | 0.08% | 0.08% | 0.09% | Q1 2019 | Q4 2019 | 4 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q1 2019 | Q4 2019 | 4 |
Atria Investments, Inc | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2020 | 3 |
UBS AG | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Bank of New York Mellon Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q4 2014 | Q2 2015 | 3 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
MA Private Wealth | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2018 | Q1 2019 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Glenview Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2019 | Q4 2019 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
Quad-Cities Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Demars Financial Group, LLC | 1 | 1 | 4.44% | 4.44% | 4.44% | Q4 2019 | Q4 2019 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.