Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
ROYAL BANK OF CANADA | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
BANK OF AMERICA CORP /DE/ | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
UBS Group AG | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
WELLS FARGO & COMPANY/MN | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 13 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 33 |
LPL Financial LLC | 32 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 33 |
Wharton Business Group, LLC | 33 | 33 | 0.05% | 1.77% | 6.00% | Q3 2015 | Q3 2023 | 33 |
COLDSTREAM CAPITAL MANAGEMENT INC | 28 | 4 | 0.27% | 1.52% | 5.11% | Q3 2015 | Q3 2023 | 32 |
Patten Group, Inc. | 14 | 3 | 0.01% | 0.06% | 0.19% | Q4 2015 | Q3 2023 | 30 |
Migdal Insurance & Financial Holdings Ltd. | 29 | 29 | 0.02% | 1.09% | 4.41% | Q4 2015 | Q4 2022 | 29 |
NORTHERN TRUST CORP | 26 | 26 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2021 | 26 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 26 |
Forefront Analytics, LLC | 24 | 24 | 0.92% | 3.85% | 6.04% | Q4 2017 | Q3 2023 | 24 |
RAYMOND JAMES & ASSOCIATES | 15 | 9 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2023 | 24 |
BANK OF MONTREAL /CAN/ | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 24 |
BLAIR WILLIAM & CO/IL | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
AE Wealth Management LLC | 15 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 20 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
PNC FINANCIAL SERVICES GROUP, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 19 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2019 | 19 |
Colonial Trust Advisors | 14 | 5 | 0.00% | 0.09% | 0.18% | Q4 2018 | Q3 2023 | 19 |
HighTower Advisors, LLC | 18 | 18 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q2 2022 | 18 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Janney Capital Management LLC | 15 | 15 | 0.54% | 1.15% | 3.42% | Q2 2015 | Q4 2018 | 15 |
BOKF, NA | 8 | 6 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 14 |
AVIANCE CAPITAL MANAGEMENT, LLC | 9 | 5 | 0.02% | 0.28% | 0.81% | Q3 2015 | Q1 2019 | 14 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.06% | 0.07% | 0.13% | Q4 2019 | Q3 2023 | 14 |
Advisor Group, Inc. | 10 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2023 | 13 |
COLONY GROUP LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2022 | 13 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.00% | 0.06% | 0.21% | Q3 2014 | Q3 2023 | 13 |
FIFTH THIRD BANCORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
Laurel Wealth Planning LLC | 12 | 12 | 0.20% | 1.38% | 2.80% | Q4 2020 | Q3 2023 | 12 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q1 2018 | 12 |
Banque Cantonale Vaudoise | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Parallel Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 11 |
Equitable Holdings, Inc. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2022 | 11 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.01% | 0.07% | 0.51% | Q3 2017 | Q3 2023 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 9 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 11 |
Commonwealth Equity Services, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2017 | 10 |
FMR LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
CITIGROUP INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 9 |
Global Financial Private Capital, Inc | 9 | 9 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q1 2019 | 9 |
Virtus Fund Advisers, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 9 |
Simplicity Solutions, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2020 | 8 |
Janney Montgomery Scott LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2019 | 8 |
Wealthcare Advisory Partners LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 8 |
GOLDMAN SACHS GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Semmax Financial Advisors Inc. | 7 | 7 | 0.01% | 0.06% | 0.10% | Q4 2018 | Q2 2020 | 7 |
BlackRock Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
Redwood Financial Network Corp | 6 | 6 | 0.21% | 0.61% | 0.87% | Q1 2022 | Q2 2023 | 6 |
Raymond James Financial Services Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 6 |
SCOTIA CAPITAL INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
Rothschild & Co Wealth Management UK Ltd | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2016 | Q3 2017 | 6 |
Almanack Investment Partners, LLC. | 4 | 1 | 0.22% | 0.52% | 1.21% | Q4 2016 | Q3 2019 | 6 |
First Allied Advisory Services, Inc. | 5 | 1 | 0.00% | 0.04% | 0.05% | Q1 2015 | Q3 2019 | 6 |
AMERIPRISE FINANCIAL INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 6 |
JPMORGAN CHASE & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 6 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BlackRock Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 5 |
Sowell Financial Services LLC | 3 | 2 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q1 2020 | 5 |
AMERICAN INTERNATIONAL GROUP, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.00% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q1 2017 | 5 |
Shepherd Financial Partners LLC | 5 | 5 | 1.13% | 1.74% | 2.53% | Q4 2016 | Q4 2017 | 5 |
BARCLAYS PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2017 | 4 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q2 2019 | 4 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2019 | 4 |
Cambridge Investment Research Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q1 2021 | 4 |
Savant Capital, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 4 |
US BANCORP \DE\ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
Silvant Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Focused Wealth Management, Inc | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2015 | Q3 2015 | 3 |
MSI Financial Services Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Israel Discount Bank of New York | 3 | 3 | 0.07% | 1.90% | 5.56% | Q1 2017 | Q3 2017 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
STIFEL FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Crabel Capital Management, LLC | 2 | 1 | 0.13% | 0.22% | 0.36% | Q4 2017 | Q3 2018 | 3 |
Capital Analysts, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
TIAA, FSB | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.45% | 0.91% | Q1 2022 | Q2 2023 | 2 |
Fluent Financial, LLC | 2 | 2 | 1.06% | 1.12% | 1.18% | Q4 2017 | Q1 2018 | 2 |
Endowment Wealth Management, Inc. | 2 | 2 | 0.26% | 0.27% | 0.28% | Q4 2022 | Q1 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.25% | 0.33% | 0.42% | Q2 2017 | Q3 2017 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Hoxton Financial, Inc. | 2 | 2 | 1.02% | 1.04% | 1.06% | Q4 2015 | Q1 2016 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
SouthState Corp | 2 | 2 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Strategic Investment Advisors / MI | 2 | 2 | 0.18% | 0.20% | 0.22% | Q4 2018 | Q1 2019 | 2 |
Evercore Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
WINTRUST INVESTMENTS LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q4 2017 | 2 |
Tower Research Capital LLC (TRC) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Pinkerton Retirement Specialists, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Sage Mountain Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 2 |
LifePlan Financial Group, Inc | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Accuvest Global Advisors | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2015 | Q3 2015 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Concord Wealth Partners | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2018 | Q2 2018 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Veritable, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Homrich & Berg | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2015 | Q4 2015 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2016 | Q1 2016 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Platte River Capital LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2015 | Q2 2015 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Hefren-Tillotson, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Water Oak Advisors LLC | 1 | 1 | 5.33% | 5.33% | 5.33% | Q3 2015 | Q3 2015 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own ISHARES INC or have owned ISHARES INC in the past.