ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 26260.00%0.00%0.00%Q3 2013Q4 201926
ROYAL BANK OF CANADA 26260.00%0.00%0.00%Q3 2013Q4 201926
MORGAN STANLEY 25250.00%0.00%0.00%Q4 2013Q4 201925
Mariner, LLC 23230.01%0.05%0.12%Q2 2014Q4 201923
Gateway Advisory, LLC 21211.59%2.21%3.08%Q1 2015Q1 202021
LPL Financial LLC 21210.00%0.00%0.01%Q4 2014Q4 201921
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.01%Q4 2013Q4 201921
UBS Group AG 20200.00%0.00%0.00%Q1 2015Q4 201920
LADENBURG THALMANN FINANCIAL SERVICES INC. 20200.00%0.00%0.00%Q1 2015Q4 201920
First Allied Advisory Services, Inc. 1910.00%0.05%0.13%Q2 2014Q3 201920
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
JANE STREET GROUP, LLC 910.00%0.01%0.03%Q1 2014Q4 201918
Hugh Johnson Advisors LLC 18180.12%0.48%0.83%Q1 2015Q2 201918
AMERIPRISE FINANCIAL INC 1710.00%0.00%0.00%Q3 2014Q4 201918
Baird Financial Group, Inc. 15150.01%0.01%0.01%Q2 2015Q4 201815
US BANCORP \DE\ 15150.00%0.02%0.04%Q2 2016Q4 201915
Raymond James Financial Services Advisors, Inc. 13130.00%0.00%0.01%Q4 2016Q4 201913
Private Advisor Group, LLC 850.00%0.01%0.02%Q3 2016Q4 201913
WOLVERINE TRADING, LLC 1110.00%0.00%0.01%Q3 2016Q3 201912
RITHOLTZ WEALTH MANAGEMENT 1110.15%0.21%0.34%Q4 2016Q4 201912
D.A. DAVIDSON & CO. 10100.01%0.01%0.02%Q2 2015Q3 201710
Private Capital Group, LLC 10100.01%0.01%0.01%Q4 2017Q1 202010
BOSTON ADVISORS LLC 10100.01%0.02%0.04%Q2 2015Q3 201710
Tillar-Wenstrup Advisors, LLC 990.69%0.93%1.34%Q1 2018Q1 20209
Citadel Advisors 630.00%0.00%0.00%Q2 2016Q4 20199
COMMONWEALTH EQUITY SERVICES, LLC 990.01%0.01%0.01%Q4 2017Q4 20199
MSI Financial Services Inc 990.00%0.00%0.00%Q4 2014Q4 20169
IHT Wealth Management, LLC 990.00%0.09%0.20%Q4 2016Q4 20189
SEIZERT CAPITAL PARTNERS, LLC 810.01%0.03%0.04%Q2 2014Q4 20199
MCF Advisors LLC 990.01%0.02%0.03%Q4 2017Q4 20199
Virtu KCG Holdings LLC 810.01%0.06%0.12%Q4 2013Q2 20179
Wealthstar Advisors, LLC 880.08%0.14%0.20%Q1 2018Q4 20198
IFP Advisors, Inc 880.00%0.00%0.00%Q1 2017Q4 20188
Guidant Wealth Advisors 440.02%0.04%0.15%Q3 2016Q3 20198
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 770.00%0.00%0.00%Q3 2018Q1 20207
Laurel Wealth Advisors LLC 660.02%0.02%0.02%Q4 2018Q1 20206
Proficio Capital Partners LLC 660.02%0.03%0.04%Q1 2018Q2 20196
CITIGROUP INC 420.00%0.00%0.00%Q4 2017Q4 20196
ENVESTNET ASSET MANAGEMENT INC 550.00%0.00%0.00%Q4 2018Q4 20195
Commonwealth Equity Services, Inc 550.01%0.01%0.01%Q3 2016Q3 20175
WELLS FARGO & COMPANY/MN 410.00%0.00%0.00%Q4 2014Q4 20195
WealthTrust Fairport, LLC 550.01%0.01%0.01%Q1 2018Q1 20195
MONECO Advisors, LLC 550.21%0.24%0.31%Q4 2018Q4 20195
Advisor Group, Inc. 550.00%0.00%0.00%Q4 2018Q4 20195
MANUFACTURERS LIFE INSURANCE COMPANY, THE 550.00%0.00%0.00%Q2 2017Q2 20185
Bridgeworth, LLC 410.08%0.09%0.12%Q2 2018Q3 20195
AllSquare Wealth Management LLC 550.01%0.01%0.01%Q4 2018Q4 20195
BAIRD ROBERT W & CO INC /WI/ 550.01%0.02%0.02%Q1 2014Q1 20155
Front Row Advisors LLC 550.00%0.00%0.00%Q4 2018Q4 20195
Capital One Investing, Inc. 440.32%0.34%0.38%Q4 2018Q3 20194
Rehmann Capital Advisory Group 220.00%0.00%0.00%Q2 2018Q2 20194
BUTENSKY & COHEN FINANCIAL SECURITY, INC 440.01%0.01%0.01%Q3 2016Q2 20174
FineMark National Bank & Trust 440.01%0.01%0.01%Q1 2014Q4 20144
Financial Advocates Investment Management 440.05%0.05%0.06%Q1 2019Q4 20194
KHP Capital, LLC 440.59%0.67%0.76%Q4 2017Q3 20184
SII INVESTMENTS INC/WI 440.02%0.13%0.44%Q1 2017Q4 20174
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 440.08%0.08%0.09%Q1 2019Q4 20194
Beacon Pointe Advisors, LLC 440.07%0.08%0.09%Q1 2019Q4 20194
Atria Investments, Inc 330.01%0.01%0.02%Q3 2019Q1 20203
UBS AG 330.00%0.00%0.00%Q4 2013Q2 20143
Bank of New York Mellon Corp 330.00%0.00%0.00%Q4 2017Q2 20183
Genesis Wealth Advisors, LLC 330.03%0.06%0.08%Q4 2014Q2 20153
UNITED CAPITAL FINANCIAL ADVISORS, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
MA Private Wealth 220.08%0.08%0.09%Q4 2018Q1 20192
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
Jane Street Holding, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
V Wealth Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Glenview Trust Co 110.02%0.02%0.02%Q1 2017Q1 20171
BEAM WEALTH ADVISORS, INC. 110.53%0.53%0.53%Q4 2019Q4 20191
Simplicity Solutions, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
FLOW TRADERS U.S. LLC 110.01%0.01%0.01%Q2 2019Q2 20191
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CAPITAL ONE, NATIONAL ASSOCIATION 110.17%0.17%0.17%Q4 2019Q4 20191
Quad-Cities Investment Group, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Doyle Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q4 2019Q4 20191
Demars Financial Group, LLC 114.44%4.44%4.44%Q4 2019Q4 20191
CREDIT SUISSE AG/ 110.01%0.01%0.01%Q3 2013Q3 20131
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Garrett Wealth Advisory Group, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Cetera Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q4 2015Q4 20151
Meridian Wealth Partners, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
HM PAYSON & CO 110.00%0.00%0.00%Q2 2019Q2 20191
External links

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