ISHARES INC shareholder history

Current and past ISHARES INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
UBS Group AG 1510.00%0.01%0.02%Q3 2017Q3 202323
JANE STREET GROUP, LLC 1030.00%0.01%0.05%Q3 2017Q3 202322
BANK OF AMERICA CORP /DE/ 1930.00%0.01%0.05%Q3 2017Q3 202322
Citadel Advisors 1130.00%0.00%0.01%Q2 2019Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.02%Q3 2018Q3 202321
WELLS FARGO & COMPANY/MN 18180.00%0.01%0.02%Q2 2019Q3 202318
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
Creative Planning 17170.00%0.01%0.04%Q3 2019Q3 202317
MORGAN STANLEY 16160.00%0.00%0.01%Q4 2019Q3 202316
ROYAL BANK OF CANADA 15150.00%0.00%0.02%Q1 2020Q3 202315
Versant Capital Management, Inc 15150.47%0.57%0.70%Q2 2020Q4 202315
BRIGHTON JONES LLC 15150.05%0.18%0.22%Q1 2020Q3 202315
Valeo Financial Advisors, LLC 14140.00%0.12%0.29%Q2 2020Q3 202314
Chicago Partners Investment Group LLC 14140.02%0.06%0.50%Q2 2020Q3 202314
COMMONWEALTH EQUITY SERVICES, LLC 14140.00%0.01%0.03%Q2 2020Q3 202314
HighTower Advisors, LLC 14140.00%0.06%0.11%Q2 2020Q3 202314
LPL Financial LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
OSAIC HOLDINGS, INC. 14140.00%0.01%0.03%Q2 2020Q3 202314
Cedar Wealth Management, LLC 14140.01%0.60%0.95%Q2 2020Q3 202314
BUCKINGHAM STRATEGIC WEALTH, LLC 13130.04%0.05%0.07%Q3 2020Q3 202313
JPMORGAN CHASE & CO 760.00%0.01%0.03%Q1 2018Q3 202313
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13130.02%0.04%0.07%Q3 2020Q3 202313
Janney Montgomery Scott LLC 13130.00%0.05%0.12%Q3 2020Q3 202313
Financial Advocates Investment Management 12120.02%0.34%0.46%Q2 2020Q1 202312
Full Sail Capital, LLC 12120.02%0.02%0.03%Q4 2020Q3 202312
Raymond James Financial Services Advisors, Inc. 12120.00%0.01%0.04%Q4 2020Q3 202312
PNC FINANCIAL SERVICES GROUP, INC. 12120.00%0.01%0.01%Q4 2020Q3 202312
NewEdge Advisors, LLC 12120.01%0.04%0.12%Q4 2020Q3 202312
BANK OF MONTREAL /CAN/ 1020.00%0.00%0.00%Q3 2020Q3 202312
InterOcean Capital Group, LLC 12120.28%0.32%0.44%Q4 2020Q3 202312
Foster Group, Inc. 12120.02%0.03%0.04%Q4 2020Q3 202312
Baystate Wealth Management LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
WHITTIER TRUST CO 12120.01%0.02%0.03%Q4 2020Q3 202312
FMR LLC 1110.00%0.00%0.00%Q2 2019Q3 202312
TimeScale Financial, Inc. 12120.01%0.02%0.02%Q3 2020Q2 202312
WOLFF WIESE MAGANA LLC 11110.01%0.05%0.08%Q1 2021Q3 202311
TRANSCEND CAPITAL ADVISORS, LLC 11110.12%0.15%0.22%Q1 2021Q3 202311
First Bank & Trust 11110.33%0.45%0.66%Q1 2021Q3 202311
SIGNATUREFD, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
IFP Advisors, Inc 11110.00%0.01%0.02%Q1 2021Q3 202311
RAYMOND JAMES & ASSOCIATES 11110.00%0.01%0.02%Q1 2021Q3 202311
McIlrath & Eck, LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
CAPTRUST FINANCIAL ADVISORS 11110.01%0.07%0.18%Q1 2021Q3 202311
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 11110.00%0.00%0.02%Q1 2021Q3 202311
J.P. Morgan Private Wealth Advisors LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Richard Bernstein Advisors LLC 11111.23%1.66%3.74%Q1 2021Q3 202311
STIFEL FINANCIAL CORP 11110.00%0.02%0.05%Q1 2021Q3 202311
ENVESTNET ASSET MANAGEMENT INC 11110.00%0.01%0.03%Q1 2021Q3 202311
Rockefeller Capital Management L.P. 11110.00%0.02%0.05%Q1 2021Q3 202311
Asset Dedication, LLC 1010.01%0.04%0.08%Q4 2020Q3 202311
SVB WEALTH LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
BlackRock Inc. 620.00%0.00%0.01%Q3 2017Q3 202311
Heartwood Wealth Advisors LLC 11110.04%0.05%0.07%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
AMERIPRISE FINANCIAL INC 11110.00%0.01%0.04%Q1 2021Q3 202311
Savant Capital, LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
MML INVESTORS SERVICES, LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
RiverFront Investment Group, LLC 10100.02%0.45%0.78%Q2 2021Q3 202310
MASSMUTUAL TRUST CO FSB/ADV 10100.00%0.01%0.01%Q3 2021Q4 202310
Belpointe Asset Management LLC 10100.01%0.04%0.08%Q2 2021Q3 202310
Aveo Capital Partners, LLC 640.04%0.06%0.08%Q1 2021Q3 202310
CENTRAL TRUST Co 10100.02%1.08%1.92%Q2 2021Q3 202310
Venturi Wealth Management, LLC 640.01%0.11%0.85%Q1 2021Q3 202310
Cambridge Investment Research Advisors, Inc. 10100.01%0.02%0.04%Q2 2021Q3 202310
Pure Financial Advisors, LLC 820.01%0.02%0.03%Q2 2021Q4 202310
HARBOUR INVESTMENTS, INC. 640.00%0.10%0.95%Q1 2021Q3 202310
LINCOLN NATIONAL CORP 10100.01%0.04%0.08%Q2 2021Q3 202310
Private Advisor Group, LLC 610.00%0.01%0.01%Q2 2020Q3 202310
Citizens Business Bank 991.40%2.32%3.52%Q3 2021Q3 20239
Montecito Bank & Trust 990.17%0.61%0.94%Q4 2021Q4 20239
Main Management LLC 990.02%0.03%0.03%Q3 2020Q3 20229
Koshinski Asset Management, Inc. 990.00%0.04%0.04%Q3 2021Q3 20239
Stelac Advisory Services LLC 990.06%1.36%2.03%Q3 2021Q3 20239
TrinityPoint Wealth, LLC 990.04%0.10%0.14%Q3 2021Q3 20239
LEUTHOLD GROUP, LLC 990.03%0.18%0.26%Q3 2021Q3 20239
Resource Planning Group 990.53%3.17%5.38%Q3 2021Q3 20239
CITIGROUP INC 990.00%0.00%0.01%Q3 2021Q3 20239
Delos Wealth Advisors, LLC 990.00%0.02%0.08%Q3 2021Q3 20239
Asset Allocation & Management Company, LLC 990.15%0.18%0.27%Q3 2021Q3 20239
AlphaCore Capital LLC 991.90%3.48%5.43%Q3 2021Q3 20239
PRUDENTIAL PLC 990.01%0.06%0.22%Q3 2021Q3 20239
Laurel Wealth Planning LLC 990.63%1.30%2.73%Q3 2021Q3 20239
Vestmark Advisory Solutions, Inc. 990.02%0.03%0.05%Q2 2021Q2 20239
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 990.02%0.08%0.20%Q3 2021Q3 20239
PARSONS CAPITAL MANAGEMENT INC/RI 990.02%0.03%0.05%Q3 2021Q3 20239
OPPENHEIMER ASSET MANAGEMENT INC. 990.40%0.44%0.57%Q3 2021Q3 20239
OLD MISSION CAPITAL LLC 810.04%0.39%1.14%Q1 2021Q3 20239
Aletheian Wealth Advisors LLC 990.27%0.33%0.40%Q4 2021Q4 20239
Campion Asset Management 990.39%0.53%0.63%Q3 2021Q3 20239
American Investment Services, Inc. 540.04%0.05%0.06%Q1 2021Q3 20239
Columbia Trust Co 01012016 990.77%2.29%2.97%Q3 2021Q3 20239
Baird Financial Group, Inc. 990.01%0.04%0.08%Q3 2021Q3 20239
Cetera Advisor Networks LLC 990.00%0.02%0.03%Q3 2021Q3 20239
Clal Insurance Enterprises Holdings Ltd 990.02%0.02%0.03%Q3 2021Q3 20239
NORTHERN TRUST CORP 990.00%0.02%0.04%Q3 2021Q3 20239
McKinley Carter Wealth Services, Inc. 991.39%1.60%1.77%Q3 2021Q3 20239
M&T BANK CORP 990.00%0.00%0.01%Q3 2021Q3 20239
AVANTAX ADVISORY SERVICES, INC. 990.01%0.01%0.02%Q3 2021Q3 20239
Brand Asset Management Group, Inc. 990.02%0.09%0.13%Q2 2020Q2 20229
Clear Harbor Asset Management, LLC 990.01%0.07%0.08%Q3 2021Q3 20239
Bogart Wealth, LLC 990.01%0.02%0.04%Q3 2021Q3 20239
Russell Investments Group, Ltd. 990.19%0.24%0.29%Q3 2021Q3 20239
VisionPoint Advisory Group, LLC 880.50%0.88%1.27%Q3 2021Q2 20238
Bank of New York Mellon Corp 880.00%0.02%0.06%Q4 2021Q3 20238
D.A. DAVIDSON & CO. 880.00%0.04%0.06%Q4 2021Q3 20238
LAKE STREET PRIVATE WEALTH, LLC 880.56%0.84%1.34%Q4 2021Q3 20238
Cerity Partners LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Biltmore Family Office, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
NOTTINGHAM ADVISORS, INC. 880.71%0.79%0.82%Q4 2021Q3 20238
HANCOCK WHITNEY CORP 880.06%0.38%0.63%Q4 2021Q3 20238
Tarbox Family Office, Inc. 880.01%0.01%0.01%Q2 2020Q1 20228
Strategic Blueprint, LLC 880.06%0.16%0.30%Q4 2021Q3 20238
SHELTON WEALTH MANAGEMENT, LLC 880.88%3.00%4.36%Q4 2021Q3 20238
BENJAMIN F. EDWARDS & COMPANY, INC. 710.00%0.14%0.78%Q2 2021Q3 20238
DF DENT & CO INC 880.00%0.00%0.00%Q4 2021Q3 20238
Marcum Wealth, LLC 880.02%0.04%0.05%Q4 2021Q3 20238
Source Financial Advisors LLC 880.10%0.24%0.34%Q4 2021Q3 20238
CIBC WORLD MARKET INC. 880.00%0.00%0.01%Q4 2021Q3 20238
Telos Capital Management, Inc. 880.07%0.10%0.12%Q4 2021Q3 20238
FLOW TRADERS U.S. LLC 620.12%0.90%2.30%Q1 2021Q1 20238
GOLDMAN SACHS GROUP INC 880.00%0.00%0.00%Q4 2021Q3 20238
Client First Capital LLC 880.52%1.40%2.59%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
BROWN ADVISORY INC 880.00%0.00%0.00%Q4 2021Q3 20238
Keudell/Morrison Wealth Management 880.16%0.32%0.60%Q4 2021Q3 20238
VALLEY NATIONAL ADVISERS INC 880.01%0.03%0.06%Q4 2021Q3 20238
Community Bank, N.A. 880.09%0.22%0.27%Q4 2021Q3 20238
Apella Capital, LLC 530.04%0.05%0.08%Q4 2021Q4 20238
EverSource Wealth Advisors, LLC 880.08%0.14%0.24%Q4 2021Q3 20238
AdvisorNet Financial, Inc 880.00%0.00%0.00%Q1 2021Q4 20228
Advisory Services Network, LLC 410.00%0.01%0.02%Q2 2021Q3 20238
TRUIST FINANCIAL CORP 880.00%0.00%0.00%Q4 2021Q3 20238
Cutter & CO Brokerage, Inc. 880.13%0.17%0.19%Q4 2021Q3 20238
MERCER GLOBAL ADVISORS INC /ADV 880.00%0.00%0.03%Q4 2021Q3 20238
Aspire Private Capital, LLC 320.00%0.01%0.01%Q1 2021Q3 20238
Kestra Advisory Services, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Global Endowment Management, LP 880.07%0.16%0.34%Q1 2021Q4 20228
Sigma Planning Corp 710.01%0.02%0.02%Q3 2021Q3 20238
WT Wealth Management 880.62%0.83%1.02%Q4 2021Q3 20238
Equitable Holdings, Inc. 440.01%0.01%0.01%Q4 2019Q3 20238
Clearstead Advisors, LLC 880.02%0.07%0.10%Q4 2021Q3 20238
MISSION WEALTH MANAGEMENT, LP 880.03%0.04%0.05%Q1 2020Q4 20218
FIDUCIENT ADVISORS LLC 880.05%0.29%0.40%Q4 2021Q3 20238
First Heartland Consultants, Inc. 880.44%1.09%1.74%Q4 2021Q3 20238
EXENCIAL WEALTH ADVISORS, LLC 880.45%0.53%0.76%Q4 2021Q3 20238
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.00%Q1 2021Q3 20238
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 880.12%0.12%0.12%Q4 2021Q3 20238
Mariner, LLC 880.00%0.01%0.03%Q4 2021Q3 20238
GeoWealth Management, LLC 880.05%0.17%0.35%Q4 2021Q3 20238
Crestwood Advisors Group, LLC 880.53%0.65%0.79%Q4 2021Q3 20238
Curi Wealth Management, LLC 880.04%1.75%2.99%Q4 2021Q3 20238
Oakworth Capital, Inc. 880.00%1.40%3.45%Q4 2021Q3 20238
BRR OpCo, LLC 770.04%0.04%0.05%Q1 2021Q3 20227
HoyleCohen, LLC 770.30%0.36%0.46%Q1 2022Q3 20237
Private Ocean, LLC 770.03%0.14%0.17%Q1 2022Q3 20237
American Portfolios Advisors 770.00%0.00%0.00%Q1 2021Q3 20227
TFO Wealth Partners, LLC 430.06%0.08%0.09%Q3 2021Q3 20237
EVOKE WEALTH, LLC 770.00%0.76%1.36%Q1 2022Q3 20237
TRUSTCORE FINANCIAL SERVICES, LLC 430.01%0.02%0.04%Q1 2021Q4 20227
Almanack Investment Partners, LLC. 770.08%0.54%0.78%Q1 2022Q3 20237
OARSMAN CAPITAL, INC. 430.14%0.77%1.58%Q3 2021Q3 20237
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
MONETA GROUP INVESTMENT ADVISORS LLC 770.01%0.02%0.03%Q1 2022Q3 20237
VESTOR CAPITAL, LLC 770.21%0.56%0.70%Q1 2022Q3 20237
NEXT Financial Group, Inc 610.01%0.01%0.02%Q1 2020Q4 20217
New Potomac Partners, LLC 771.74%2.62%3.00%Q1 2022Q3 20237
PATRON PARTNERS, LLC 520.15%0.20%0.35%Q1 2021Q3 20237
Atria Investments, Inc 310.03%0.04%0.06%Q4 2020Q3 20237
QUEST INVESTMENT MANAGEMENT LLC 430.04%0.21%0.30%Q3 2021Q3 20237
tru Independence LLC 610.03%0.26%1.03%Q2 2020Q1 20227
Bank of New Hampshire 770.03%0.03%0.04%Q1 2022Q3 20237
INTRUST BANK NA 610.03%0.05%0.05%Q4 2019Q4 20227
Ausdal Financial Partners, Inc. 770.06%0.47%1.62%Q1 2022Q3 20237
Wealthfront Advisers LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Financial Engines Advisors L.L.C. 770.00%0.00%0.00%Q1 2022Q3 20237
PROFESSIONAL ADVISORY SERVICES INC 772.26%2.59%3.10%Q1 2022Q3 20237
Walkner Condon Financial Advisors LLC 770.05%0.10%0.14%Q4 2021Q2 20237
Wedmont Private Capital 520.03%0.05%0.06%Q4 2021Q3 20237
Vident Investment Advisory, LLC 430.01%0.02%0.02%Q3 2021Q2 20237
THOMAS WHITE INTERNATIONAL LTD 770.01%0.06%0.07%Q4 2021Q2 20237
NVWM, LLC 770.25%0.28%0.30%Q1 2022Q3 20237
Trail Ridge Investment Advisors, LLC 771.04%2.40%4.97%Q1 2022Q3 20237
WEDBUSH SECURITIES INC 770.01%0.01%0.02%Q1 2022Q3 20237
OLIO Financial Planning 770.17%0.19%0.21%Q1 2022Q3 20237
MARYLAND CAPITAL ADVISORS INC. 770.03%0.96%1.69%Q1 2022Q3 20237
SJS Investment Consulting Inc. 520.10%0.12%0.14%Q4 2021Q3 20237
Greenwich Wealth Management LLC 770.07%0.08%0.12%Q1 2022Q3 20237
THRIVENT FINANCIAL FOR LUTHERANS 770.01%0.04%0.11%Q1 2022Q3 20237
Annapolis Financial Services, LLC 770.01%0.02%0.02%Q1 2022Q3 20237
Parallel Advisors, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Crestone Asset Management LLC 770.41%0.59%0.73%Q2 2021Q4 20227
NTV ASSET MANAGEMENT LLC 520.04%0.10%0.22%Q3 2021Q3 20237
AE Wealth Management LLC 430.02%0.06%0.11%Q3 2021Q3 20237
Qube Research & Technologies Ltd 410.00%0.01%0.02%Q2 2021Q3 20237
LPWM LLC 771.30%1.44%1.59%Q1 2022Q3 20237
Covestor Ltd 770.00%0.00%0.01%Q1 2022Q3 20237
QUATTRO FINANCIAL ADVISORS LLC 770.36%0.97%2.57%Q1 2022Q3 20237
Haverford Trust Co 660.01%0.01%0.01%Q2 2022Q3 20236
Cetera Advisors LLC 510.00%0.02%0.04%Q1 2019Q3 20236
Bell Investment Advisors, Inc 660.01%0.01%0.02%Q2 2022Q3 20236
COMMERCE BANK 660.00%0.01%0.01%Q2 2022Q3 20236
PDS Planning, Inc 420.03%0.04%0.06%Q1 2022Q3 20236
REDW Wealth LLC 660.67%1.81%2.67%Q2 2022Q3 20236
QUADRANT CAPITAL GROUP LLC 660.03%0.03%0.04%Q2 2022Q3 20236
Cresset Asset Management, LLC 510.00%0.01%0.01%Q3 2021Q3 20236
MEANS INVESTMENT CO., INC. 660.11%0.32%0.49%Q2 2022Q3 20236
Pekin Hardy Strauss, Inc. 660.06%0.28%0.42%Q2 2022Q3 20236
Regal Investment Advisors LLC 410.02%0.05%0.07%Q2 2020Q1 20226
DAVENPORT & Co LLC 330.00%0.00%0.00%Q4 2021Q3 20236
Midwest Professional Planners, LTD. 660.59%1.02%1.74%Q2 2022Q3 20236
Centennial Wealth Advisory LLC 331.55%1.85%2.23%Q4 2021Q3 20236
Avion Wealth 660.06%0.06%0.07%Q2 2022Q3 20236
Column Capital Advisors, LLC 660.11%0.13%0.14%Q1 2021Q2 20226
Sunbelt Securities, Inc. 660.06%0.07%0.08%Q2 2022Q3 20236
CreativeOne Wealth, LLC 330.01%0.04%0.14%Q4 2021Q3 20236
Astor Investment Management LLC 333.24%3.58%4.04%Q4 2021Q3 20236
NATIONAL BANK OF CANADA /FI/ 660.00%0.00%0.00%Q2 2022Q3 20236
JT Stratford LLC 660.28%0.32%0.37%Q2 2022Q3 20236
Vanguard Capital Wealth Advisors 310.17%0.59%0.88%Q4 2018Q3 20226
Raleigh Capital Management Inc. 330.08%0.14%0.30%Q4 2021Q3 20236
Blue Trust, Inc. 660.01%0.03%0.06%Q2 2022Q3 20236
CARDIFF PARK ADVISORS, LLC 660.06%0.07%0.08%Q2 2022Q3 20236
MATHER GROUP, LLC. 660.00%0.01%0.01%Q2 2022Q3 20236
Athena Investment Management 660.17%0.17%0.18%Q2 2022Q3 20236
PECAUT & CO. 420.01%1.48%2.41%Q4 2021Q3 20236
CIBC Private Wealth Group, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Portland Global Advisors LLC 660.04%0.07%0.08%Q2 2022Q3 20236
Truepoint, Inc. 660.02%0.02%0.02%Q4 2020Q1 20226
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q2 2022Q3 20236
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q2 2021Q3 20236
Orgel Wealth Management, LLC 330.02%0.04%0.06%Q1 2021Q3 20236
Outlook Wealth Advisors, LLC 330.36%0.43%0.48%Q4 2021Q3 20236
SAGE FINANCIAL GROUP INC 660.04%0.06%0.07%Q2 2022Q3 20236
Atria Wealth Solutions, Inc. 510.00%0.01%0.02%Q1 2022Q3 20236
FAS Wealth Partners, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
Retirement Planning Group, LLC 660.34%0.58%0.73%Q2 2022Q3 20236
Fusion Family Wealth LLC 420.14%0.18%0.19%Q1 2022Q3 20236
MBL Wealth, LLC 410.44%0.64%0.91%Q3 2021Q3 20236
Fortis Advisors, LLC 662.30%2.76%3.71%Q2 2022Q3 20236
CREDIT SUISSE AG/ 410.00%0.00%0.01%Q2 2022Q3 20235
Strategic Wealth Partners, Ltd. 550.09%0.70%1.10%Q1 2022Q1 20235
Valmark Advisers, Inc. 550.00%0.56%0.85%Q3 2022Q3 20235
ASSETMARK, INC 320.00%0.00%0.00%Q4 2021Q2 20235
PARTNERS CAPITAL INVESTMENT GROUP, LLP 550.10%6.30%11.76%Q3 2022Q3 20235
US BANCORP \DE\ 550.00%0.04%0.19%Q3 2022Q3 20235
ALESCO ADVISORS LLC 410.02%0.02%0.02%Q2 2022Q3 20235
Polaris Wealth Advisory Group, LLC 550.06%0.06%0.07%Q3 2022Q3 20235
BRANDYWINE OAK PRIVATE WEALTH LLC 550.03%1.75%2.93%Q3 2021Q3 20225
Cetera Investment Advisers 410.00%0.01%0.02%Q1 2022Q3 20235
WELLINGTON MANAGEMENT GROUP LLP 410.00%0.00%0.00%Q2 2022Q3 20235
Global Strategic Investment Solutions, LLC 550.02%0.08%0.12%Q3 2022Q3 20235
Aptus Capital Advisors, LLC 310.00%0.00%0.00%Q2 2021Q3 20235
Mutual Advisors, LLC 550.04%0.05%0.06%Q3 2022Q3 20235
Tower Research Capital LLC (TRC) 410.00%0.00%0.01%Q2 2022Q3 20235
OLD SECOND NATIONAL BANK OF AURORA 550.02%0.02%0.03%Q4 2020Q4 20215
Avidian Wealth Solutions, LLC 550.02%0.04%0.05%Q3 2022Q3 20235
Sierra Capital LLC 550.06%0.22%0.41%Q3 2022Q3 20235
RFG Advisory, LLC 550.03%0.05%0.07%Q3 2022Q3 20235
Global Retirement Partners, LLC 320.00%0.00%0.00%Q1 2022Q3 20235
Frontier Wealth Management LLC 550.27%0.78%1.15%Q2 2021Q2 20225
Belmont Capital, LLC 550.02%0.04%0.06%Q4 2020Q4 20215
DFPG INVESTMENTS, LLC 550.08%0.11%0.14%Q3 2022Q3 20235
AlphaMark Advisors, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Gilbert & Cook, Inc. 550.10%0.11%0.12%Q3 2022Q3 20235
STRINGER ASSET MANAGEMENT, LLC 551.74%3.07%4.53%Q1 2021Q1 20225
Larson Financial Group LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Beacon Capital Management, LLC 320.00%0.00%0.00%Q1 2022Q3 20235
Stratos Wealth Advisors, LLC 550.04%0.05%0.05%Q4 2021Q4 20225
BENJAMIN EDWARDS INC 410.00%0.06%0.18%Q2 2021Q3 20235
OPPENHEIMER & CO INC 210.00%0.01%0.01%Q4 2021Q3 20235
Bridgeworth, LLC 550.03%0.05%0.07%Q3 2022Q3 20235
Red Tortoise LLC 410.02%0.02%0.02%Q3 2021Q3 20235
Cypress Capital, LLC 550.47%0.62%1.18%Q3 2021Q3 20225
Portfolio Solutions, LLC 550.04%0.08%0.11%Q3 2021Q3 20225
LAKE STREET ADVISORS GROUP, LLC 550.05%0.12%0.16%Q3 2022Q3 20235
Procyon Advisors, LLC 320.03%0.04%0.06%Q4 2019Q2 20235
GLENMEDE TRUST CO NA 550.00%0.00%0.01%Q3 2022Q3 20235
1ST SOURCE BANK 550.10%1.16%1.83%Q3 2022Q3 20235
1834 INVESTMENT ADVISORS CO 550.04%0.05%0.06%Q3 2021Q3 20225
Baker Ellis Asset Management LLC 550.04%0.06%0.07%Q1 2021Q1 20225
EVERETT HARRIS & CO /CA/ 550.00%0.00%0.00%Q1 2021Q1 20225
SCHRODER INVESTMENT MANAGEMENT GROUP 320.00%0.00%0.01%Q1 2022Q3 20235
REUTER JAMES WEALTH MANAGEMENT, LLC 310.15%0.22%0.27%Q4 2021Q3 20235
SYM FINANCIAL Corp 550.04%0.10%0.15%Q1 2021Q1 20225
J2 Capital Management Inc 321.20%2.04%3.20%Q4 2021Q3 20235
Karpus Management, Inc. 550.01%0.05%0.07%Q3 2021Q3 20225
CONFLUENCE INVESTMENT MANAGEMENT LLC 410.01%0.04%0.14%Q2 2021Q3 20235
Personal Capital Advisors Corp 440.00%0.00%0.00%Q1 2022Q4 20224
CORA CAPITAL ADVISORS LLC 441.33%1.48%1.65%Q4 2022Q3 20234
Bison Wealth, LLC 440.06%0.07%0.09%Q4 2022Q3 20234
Townsend & Associates, Inc 440.82%1.17%1.86%Q4 2022Q3 20234
Sterling Financial Planning, Inc. 440.01%0.01%0.01%Q4 2020Q3 20214
Anson Capital, Inc. 440.76%2.75%3.62%Q4 2022Q3 20234
New Republic Capital, LLC 440.24%0.26%0.28%Q4 2022Q3 20234
Horan Capital Advisors, LLC. 440.20%0.22%0.23%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.12%0.16%0.19%Q4 2022Q3 20234
55I, LLC 440.01%0.03%0.04%Q3 2021Q2 20224
SHINE INVESTMENT ADVISORY SERVICES INC 440.08%0.21%0.27%Q4 2019Q3 20204
Marietta Wealth Management, LLC 441.71%2.20%2.76%Q4 2022Q3 20234
QUARRY HILL ADVISORS, LLC 440.95%0.98%1.00%Q4 2022Q3 20234
Clark Capital Management Group, Inc. 310.01%0.01%0.02%Q3 2022Q3 20234
Eagle Bay Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Relyea Zuckerberg Hanson LLC 440.16%0.19%0.23%Q4 2022Q3 20234
Breakwater Capital Group 440.13%0.14%0.15%Q4 2022Q3 20234
MFA WEALTH ADVISORS, LLC 443.07%3.26%3.36%Q1 2022Q4 20224
Modera Wealth Management, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Legacy Financial Advisors, Inc. 440.88%2.19%3.50%Q4 2022Q3 20234
Watershed Asset Management, L.L.C. 442.62%2.76%2.84%Q4 2021Q3 20224
Parkside Investments, LLC 440.17%1.65%2.22%Q4 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Eagle Bluffs Wealth Management LLC 444.36%5.03%6.56%Q4 2022Q3 20234
Rex Capital Advisors, LLC 442.45%5.38%6.84%Q1 2022Q4 20224
Abbrea Capital, LLC 440.14%0.19%0.26%Q4 2022Q3 20234
Live Oak Investment Partners 440.91%1.02%1.12%Q4 2022Q3 20234
Vertex Planning Partners, LLC 440.10%0.10%0.10%Q4 2022Q3 20234
Capital Investment Advisors, LLC 440.01%0.01%0.01%Q1 2023Q4 20234
Corient Private Wealth LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Snowden Capital Advisors LLC 440.10%0.11%0.12%Q4 2022Q3 20234
WESBANCO BANK INC 440.03%0.03%0.03%Q3 2021Q2 20224
Hirtle Callaghan & Co LLC 310.01%0.09%0.11%Q1 2022Q3 20234
ARKANSAS FINANCIAL GROUP, INC. 440.63%0.91%1.13%Q4 2022Q3 20234
Professional Financial Advisors, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Viewpoint Capital Management LLC 440.01%0.01%0.01%Q4 2021Q3 20224
9258 Wealth Management, LLC 440.06%0.09%0.11%Q4 2021Q3 20224
Endurance Wealth Management, Inc. 440.00%0.01%0.01%Q3 2021Q2 20224
PRUDENTIAL FINANCIAL INC 440.00%0.00%0.00%Q4 2022Q3 20234
Ancora Advisors LLC 440.09%0.09%0.09%Q4 2022Q3 20234
Exchange Capital Management, Inc. 440.08%0.09%0.09%Q4 2022Q3 20234
Elevated Capital Advisors, LLC 310.19%0.24%0.30%Q1 2022Q3 20234
Bangor Savings Bank 440.01%0.01%0.01%Q4 2022Q3 20234
Hudock, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
CAXTON ASSOCIATES LP 440.13%0.14%0.16%Q4 2022Q3 20234
CAROLINAS WEALTH CONSULTING LLC 440.02%0.03%0.03%Q4 2022Q3 20234
ASPIRIANT, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
GSB Wealth Management, LLC 440.12%0.75%1.19%Q4 2022Q3 20234
SENTINEL TRUST CO LBA 440.42%0.75%1.02%Q1 2022Q4 20224
BDO Wealth Advisors, LLC 441.51%1.58%1.63%Q3 2022Q2 20234
Carnegie Capital Asset Management, LLC 440.02%0.04%0.08%Q4 2022Q3 20234
Cordasco Financial Network 440.00%0.03%0.04%Q3 2021Q2 20224
Fiduciary Alliance LLC 440.56%0.78%1.02%Q4 2022Q3 20234
REGENTATLANTIC CAPITAL LLC 440.12%0.13%0.14%Q3 2021Q2 20224
CAMDEN NATIONAL BANK 440.05%0.11%0.17%Q4 2022Q3 20234
Buffington Mohr McNeal 310.04%0.18%0.24%Q2 2019Q2 20234
Gallacher Capital Management LLC 440.98%1.26%1.44%Q4 2022Q3 20234
Integrated Wealth Concepts LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Crescent Grove Advisors, LLC 440.10%0.11%0.12%Q4 2022Q3 20234
Beacon Pointe Advisors, LLC 310.01%0.01%0.02%Q1 2022Q3 20234
COLDSTREAM CAPITAL MANAGEMENT INC 440.01%0.01%0.01%Q4 2022Q3 20234
RAYMOND JAMES TRUST N.A. 220.01%0.01%0.01%Q3 2022Q3 20234
WATERSHED PRIVATE WEALTH LLC 442.01%2.06%2.15%Q4 2022Q3 20234
GoalVest Advisory LLC 440.00%0.01%0.02%Q1 2023Q4 20234
Marshall Financial Group LLC 440.62%1.69%2.18%Q4 2022Q3 20234
DRIEHAUS CAPITAL MANAGEMENT LLC 440.11%0.12%0.13%Q4 2022Q3 20234
BUCKINGHAM STRATEGIC PARTNERS, LLC 440.14%0.20%0.25%Q1 2022Q4 20224
SEI INVESTMENTS CO 440.00%0.00%0.01%Q4 2022Q3 20234
Danda Trouve Investment Management, Inc. 331.12%1.96%2.40%Q4 2020Q2 20213
SWM Advisors 334.24%4.43%4.63%Q1 2022Q3 20223
Cyrus J. Lawrence, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Seascape Capital Management 334.42%4.48%4.55%Q1 2023Q3 20233
Prime Capital Investment Advisors, LLC 210.01%0.01%0.02%Q2 2021Q3 20233
PEAK FINANCIAL ADVISORS LLC 330.58%1.76%3.33%Q1 2023Q3 20233
Harvest Investment Advisors, LLC 330.32%0.54%0.78%Q1 2023Q3 20233
RETIREMENT INCOME SOLUTIONS, INC 330.09%0.09%0.09%Q1 2023Q3 20233
Stone House Investment Management, LLC 330.07%0.08%0.09%Q1 2023Q3 20233
Soros Fund Management 330.35%0.40%0.45%Q1 2023Q3 20233
JONES FINANCIAL COMPANIES LLLP 330.00%0.00%0.00%Q1 2023Q3 20233
Darwin Wealth Management, LLC 331.44%1.45%1.46%Q1 2023Q3 20233
Charles Carroll Financial Partners, LLC 331.84%2.01%2.21%Q1 2023Q3 20233
Permanens Capital L.P. 333.38%3.62%3.94%Q1 2023Q3 20233
Financial Sense Advisors, Inc. 331.79%2.23%2.64%Q1 2023Q3 20233
ARGI Investment Services, LLC 210.01%0.01%0.01%Q1 2022Q4 20223
Bay Harbor Wealth Management, LLC 330.01%0.02%0.02%Q4 2021Q2 20223
D'Orazio & Associates, Inc. 330.13%0.18%0.24%Q1 2022Q3 20223
CARY STREET PARTNERS ASSET MANAGEMENT LLC 210.02%0.04%0.07%Q4 2022Q3 20233
Matthew Goff Investment Advisor, LLC 330.92%0.96%0.98%Q1 2023Q3 20233
Legacy Capital Group California, Inc. 330.62%0.65%0.70%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.02%0.02%0.02%Q4 2022Q2 20233
Strategic Financial Concepts, LLC 330.25%0.28%0.32%Q1 2023Q3 20233
Garde Capital, Inc. 330.02%0.03%0.04%Q4 2021Q2 20223
Kraft, Davis & Associates, LLC 211.23%1.27%1.33%Q4 2022Q3 20233
PATHSTONE FAMILY OFFICE, LLC 330.09%0.15%0.18%Q1 2023Q3 20233
Colonial Trust Advisors 330.00%0.12%0.37%Q1 2023Q3 20233
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q2 2021Q3 20233
HBK Sorce Advisory LLC 210.01%0.01%0.02%Q2 2021Q4 20223
Vontobel Holding Ltd. 330.00%0.00%0.00%Q1 2023Q3 20233
Smith, Salley & Associates 330.04%0.05%0.06%Q1 2021Q3 20213
FDx Advisors, Inc. 210.01%0.02%0.04%Q2 2021Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
MEITAV INVESTMENT HOUSE LTD 330.01%0.01%0.01%Q1 2022Q3 20223
Richard W. Paul & Associates, LLC 330.68%0.70%0.73%Q1 2023Q3 20233
RBF Capital, LLC 330.02%0.02%0.03%Q1 2022Q3 20223
Caprock Group, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Elo Mutual Pension Insurance Co 330.82%1.43%2.01%Q1 2022Q3 20223
Alexandria Capital, LLC 330.51%0.77%0.96%Q1 2021Q3 20213
Artemis Wealth Advisors, LLC 331.91%3.25%4.15%Q1 2023Q3 20233
Spearhead Capital Advisors, LLC 330.05%0.13%0.31%Q1 2022Q3 20223
Norway Savings Bank 330.12%0.33%0.46%Q1 2023Q3 20233
GHP Investment Advisors, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
UMB Bank, n.a. 210.00%0.00%0.01%Q1 2022Q3 20233
Noble Family Wealth, LLC 330.67%0.70%0.73%Q1 2023Q3 20233
Colonial Trust Co / SC 330.01%0.12%0.33%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Choate Investment Advisors 210.00%0.00%0.00%Q1 2021Q3 20233
Allworth Financial LP 210.00%0.00%0.00%Q1 2022Q3 20233
MAI Capital Management 330.06%0.08%0.09%Q1 2023Q3 20233
GYL FINANCIAL SYNERGIES, LLC 331.29%1.39%1.47%Q1 2023Q3 20233
Morling Financial Advisors, LLC 330.23%0.23%0.24%Q1 2023Q3 20233
Nicholas Hoffman & Company, LLC. 330.01%0.01%0.02%Q1 2023Q3 20233
Trek Financial, LLC 110.02%0.08%0.15%Q4 2020Q2 20233
GREENWOOD GEARHART INC 331.27%1.29%1.30%Q1 2023Q3 20233
AXXCESS WEALTH MANAGEMENT, LLC 210.02%0.02%0.02%Q2 2022Q3 20233
PIN OAK INVESTMENT ADVISORS INC 330.01%0.01%0.01%Q1 2023Q3 20233
Disciplined Investments, LLC 210.00%0.01%0.01%Q4 2021Q1 20233
Patriot Financial Group Insurance Agency, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Canal Capital Management, LLC 330.08%0.10%0.10%Q1 2023Q3 20233
Root Financial Partners, LLC 330.14%0.16%0.18%Q1 2023Q3 20233
MENORA MIVTACHIM HOLDINGS LTD. 331.83%2.09%2.28%Q1 2023Q3 20233
PRIVATE TRUST CO NA 330.02%0.02%0.04%Q1 2023Q3 20233
KEB ASSET MANAGEMENT, LLC 330.26%0.34%0.49%Q4 2021Q2 20223
SHEETS SMITH WEALTH MANAGEMENT 330.03%0.03%0.03%Q1 2023Q3 20233
New Harbor Financial Group, LLC 330.13%2.42%6.26%Q1 2023Q3 20233
Sterling Investment Counsel, LLC 111.02%1.74%2.46%Q4 2022Q3 20232
City State Bank 220.01%0.01%0.01%Q4 2021Q1 20222
ORG Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Cornerstone Planning Group LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Weitzel Financial Services, Inc. 221.25%1.31%1.37%Q2 2023Q3 20232
Visionary Wealth Advisors 220.02%0.05%0.08%Q2 2021Q3 20212
Cornerstone Wealth Management, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Abacus Wealth Partners, LLC 227.01%7.51%8.01%Q2 2021Q3 20212
First Horizon Advisors, Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
Geneos Wealth Management Inc. 110.00%0.00%0.00%Q3 2022Q3 20232
U.S. Capital Wealth Advisors, LLC 110.00%0.02%0.03%Q4 2022Q3 20232
Sweet Financial Partners, LLC 220.07%0.07%0.07%Q1 2022Q2 20222
STRATEGIC INVESTMENT MANAGEMENT, LLC 2218.81%19.93%21.04%Q2 2023Q3 20232
Oak Grove Capital LLC 220.23%0.30%0.38%Q4 2022Q1 20232
CKW FINANCIAL GROUP 221.83%1.83%1.84%Q2 2023Q3 20232
NWAM LLC 220.02%0.03%0.04%Q2 2022Q3 20222
Dynamic Advisor Solutions LLC 220.04%0.12%0.19%Q2 2023Q3 20232
Laurel Wealth Advisors, Inc. 220.46%0.61%0.77%Q4 2021Q1 20222
Center For Asset Management LLC 220.16%0.18%0.21%Q4 2021Q1 20222
ATLAS CAPITAL ADVISORS LLC 220.18%0.21%0.24%Q2 2023Q3 20232
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Greenspring Advisors, LLC 220.06%0.06%0.06%Q4 2021Q1 20222
EP Wealth Advisors, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Golden State Wealth Management, LLC 220.17%0.19%0.22%Q3 2021Q4 20212
Y-Intercept (Hong Kong) Ltd 220.04%0.04%0.05%Q1 2023Q2 20232
Keel Point, LLC 220.05%0.05%0.06%Q2 2023Q3 20232
CAPE COD FIVE CENTS SAVINGS BANK 220.02%0.02%0.02%Q2 2023Q3 20232
FIRST HAWAIIAN BANK 220.06%0.06%0.06%Q2 2023Q3 20232
Psagot Value Holdings Ltd. / (Israel) 220.02%0.03%0.03%Q3 2022Q4 20222
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 220.37%0.40%0.42%Q4 2020Q1 20212
Lloyd Advisory Services, LLC. 220.08%0.08%0.08%Q4 2021Q1 20222
Ashford Advisors, LLC 220.15%0.15%0.15%Q2 2023Q3 20232
Quantum Financial Advisors, LLC 226.55%6.61%6.68%Q2 2022Q3 20222
CAMBRIDGE TRUST CO 220.00%0.00%0.00%Q2 2023Q3 20232
Black Swift Group, LLC 221.41%1.54%1.67%Q1 2022Q2 20222
LEVEL FOUR ADVISORY SERVICES, LLC 220.08%0.09%0.11%Q2 2023Q3 20232
PANORAMIC INVESTMENT ADVISORS, LLC 110.42%0.72%1.02%Q4 2022Q3 20232
Desjardins Global Asset Management Inc. 220.22%1.77%3.32%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Klaas Financial Asset Advisors, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Kingsview Wealth Management, LLC 110.04%0.05%0.05%Q1 2021Q1 20232
AJ WEALTH STRATEGIES, LLC 220.03%0.03%0.03%Q1 2020Q2 20202
Fifth Third Wealth Advisors LLC 220.42%0.45%0.47%Q3 2023Q4 20232
Parkside Financial Bank & Trust 110.02%0.02%0.02%Q4 2022Q3 20232
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Sequoia Financial Advisors, LLC 110.01%0.02%0.02%Q3 2021Q3 20232
MARSHALL WACE, LLP 110.00%0.00%0.00%Q2 2022Q2 20232
IHT Wealth Management, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Diversified Trust Co 220.05%0.05%0.05%Q1 2023Q2 20232
Edge Wealth Management LLC 110.00%0.02%0.04%Q3 2021Q1 20222
Wallington Asset Management, LLC 221.97%1.99%2.01%Q2 2023Q3 20232
COURIER CAPITAL LLC 220.06%0.20%0.34%Q2 2023Q3 20232
Interchange Capital Partners, LLC 220.24%0.29%0.35%Q2 2023Q3 20232
Avantax Planning Partners, Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
FIRST TRUST ADVISORS LP 110.00%0.00%0.01%Q3 2021Q1 20222
HAZLETT, BURT & WATSON, INC. 220.06%0.06%0.06%Q1 2022Q2 20222
D L CARLSON INVESTMENT GROUP INC 220.06%0.10%0.15%Q3 2022Q4 20222
TUCKER ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Private Advisory Group LLC 220.49%0.50%0.51%Q2 2023Q3 20232
Graypoint LLC 220.34%0.35%0.37%Q2 2023Q3 20232
Phoenix Holdings Ltd. 220.03%0.03%0.03%Q2 2023Q3 20232
Pacific Edge Advisors, LLC 220.29%0.37%0.44%Q2 2021Q3 20212
REGIONS FINANCIAL CORP 220.04%0.04%0.04%Q2 2023Q3 20232
AGF INVESTMENTS INC. 220.02%0.02%0.02%Q4 2020Q1 20212
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
Legacy Capital Wealth Partners, LLC 110.10%0.11%0.11%Q1 2023Q3 20232
Werba Rubin Papier Wealth Management 220.26%0.40%0.53%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
Hennion & Walsh Asset Management, Inc. 220.39%0.42%0.45%Q3 2021Q4 20212
GREAT VALLEY ADVISOR GROUP, INC. 220.01%0.03%0.05%Q2 2022Q3 20222
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q3 2022Q3 20221
Quent Capital, LLC 110.47%0.47%0.47%Q3 2023Q3 20231
O'Dell Group, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Highview Capital Management LLC/DE/ 112.02%2.02%2.02%Q3 2023Q3 20231
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Mayfair Advisory Group, LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Stonebridge Financial Planning Group, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Aprio Wealth Management, LLC 117.56%7.56%7.56%Q3 2023Q3 20231
Bray Capital Advisors 110.01%0.01%0.01%Q2 2022Q2 20221
State of Wyoming 113.49%3.49%3.49%Q3 2023Q3 20231
Zhang Financial LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Ramirez Asset Management, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
SageView Advisory Group, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
NewEdge Wealth, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
MCF Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ERn Financial, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
PCA Investment Advisory Services Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
Straight Path Wealth Management 110.15%0.15%0.15%Q3 2023Q3 20231
Renaissance Technologies 110.00%0.00%0.00%Q2 2023Q2 20231
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
Balentine LLC 110.00%0.00%0.00%Q3 2022Q3 20221
RITHOLTZ WEALTH MANAGEMENT 110.03%0.03%0.03%Q3 2020Q3 20201
FWL INVESTMENT MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Nelson Capital Management, LLC 111.16%1.16%1.16%Q3 2023Q3 20231
WFA Asset Management Corp 110.00%0.00%0.00%Q3 2023Q3 20231
BASSO CAPITAL MANAGEMENT, L.P. 110.22%0.22%0.22%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q3 2023Q3 20231
New Century Advisors, LLC 110.52%0.52%0.52%Q4 2021Q4 20211
ASB Consultores, LLC 110.18%0.18%0.18%Q2 2023Q2 20231
Ahrens Investment Partners LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Sowell Financial Services LLC 110.09%0.09%0.09%Q2 2023Q2 20231
HSBC HOLDINGS PLC 110.00%0.00%0.00%Q4 2022Q4 20221
BEAM WEALTH ADVISORS, INC. 113.21%3.21%3.21%Q3 2023Q3 20231
Royal Harbor Partners, LLC 112.27%2.27%2.27%Q3 2021Q3 20211
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 110.03%0.03%0.03%Q3 2023Q3 20231
UNITED SERVICES AUTOMOBILE ASSOCIATION 110.29%0.29%0.29%Q3 2023Q3 20231
Beaumont Capital Management, LLC 111.16%1.16%1.16%Q3 2023Q3 20231
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q2 2023Q2 20231
Aspen Investment Management Inc 110.12%0.12%0.12%Q1 2022Q1 20221
Lindbrook Capital, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Field & Main Bank 110.00%0.00%0.00%Q2 2022Q2 20221
NorthRock Partners, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
MYECFO, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
OLD NATIONAL BANCORP /IN/ 110.05%0.05%0.05%Q3 2023Q3 20231
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
NOMURA ASSET MANAGEMENT CO LTD 110.00%0.00%0.00%Q2 2020Q2 20201
Veritable, L.P. 110.01%0.01%0.01%Q4 2022Q4 20221
Lloyd Park, LLC 110.78%0.78%0.78%Q1 2022Q1 20221
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q2 2023Q2 20231
Heritage Wealth Advisors 110.00%0.00%0.00%Q1 2023Q1 20231
Headlands Technologies LLC 110.01%0.01%0.01%Q3 2023Q3 20231
3EDGE Asset Management, LP 110.06%0.06%0.06%Q4 2021Q4 20211
Tradition Wealth Management, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Greenline Partners, LLC 112.12%2.12%2.12%Q4 2022Q4 20221
Leucadia National 110.01%0.01%0.01%Q3 2023Q3 20231
InterOcean Capital, LLC 110.34%0.34%0.34%Q2 2020Q2 20201
Arjuna Capital 110.00%0.00%0.00%Q2 2021Q2 20211
Gradient Investments LLC 110.00%0.00%0.00%Q1 2023Q1 20231
FIRST FINANCIAL CORP /IN/ 110.01%0.01%0.01%Q3 2023Q3 20231
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
MARK SHEPTOFF FINANCIAL PLANNING, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q3 2023Q3 20231
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q4 2022Q4 20221
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
HERITAGE WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
CULLEN/FROST BANKERS, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
ADELL HARRIMAN & CARPENTER INC 110.01%0.01%0.01%Q2 2021Q2 20211
Smithfield Trust Co 110.00%0.00%0.00%Q3 2022Q3 20221
High Note Wealth, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Providence Capital Advisors, LLC 110.28%0.28%0.28%Q1 2022Q1 20221
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q3 2023Q3 20231
XML Financial, LLC 110.81%0.81%0.81%Q4 2019Q4 20191
Greystone Financial Group, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.16%0.16%0.16%Q3 2023Q3 20231
Ascent Group, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
CNB Bank 110.00%0.00%0.00%Q3 2023Q3 20231
TWO SIGMA SECURITIES, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
WealthPLAN Partners, LLC 110.26%0.26%0.26%Q4 2023Q4 20231
ANDERSON HOAGLAND & CO 111.38%1.38%1.38%Q3 2023Q3 20231
Compagnie Lombard Odier SCmA 110.00%0.00%0.00%Q2 2021Q2 20211
Register Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q4 2023Q4 20231
CANTOR FITZGERALD, L. P. 110.05%0.05%0.05%Q4 2022Q4 20221
Beaumont Financial Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
LADENBURG THALMANN FINANCIAL SERVICES INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Realta Investment Advisors 110.00%0.00%0.00%Q3 2022Q3 20221
AVAII WEALTH MANAGEMENT, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
Fort Sheridan Advisors LLC 110.23%0.23%0.23%Q4 2020Q4 20201
CALTON & ASSOCIATES, INC. 110.43%0.43%0.43%Q3 2021Q3 20211
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q3 2023Q3 20231
GUARDIAN WEALTH ADVISORS, LLC / NC 110.00%0.00%0.00%Q4 2021Q4 20211
OLD MISSION CAPITAL, LLC 110.33%0.33%0.33%Q4 2020Q4 20201
EWA, LLC 111.40%1.40%1.40%Q3 2023Q3 20231
Truadvice, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q1 20211
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Flaharty Asset Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
BlackDiamond Wealth Management, LLC 110.69%0.69%0.69%Q3 2023Q3 20231
GUARDIAN CAPITAL ADVISORS LP 110.04%0.04%0.04%Q3 2023Q3 20231
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q4 2021Q4 20211
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2023Q3 20231
SRS Capital Advisors, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Global Trust Asset Management, LLC 110.07%0.07%0.07%Q2 2021Q2 20211
Grove Bank & Trust 110.00%0.00%0.00%Q3 2023Q3 20231
Benedetti & Gucer, Inc. 111.72%1.72%1.72%Q3 2023Q3 20231
TIAA, FSB 110.02%0.02%0.02%Q2 2023Q2 20231
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
All Season Financial Advisors, Inc. 110.54%0.54%0.54%Q4 2022Q4 20221
Sage Mountain Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Wealth Alliance, LLC 110.92%0.92%0.92%Q1 2023Q1 20231
INSIGHT 2811, INC. 110.14%0.14%0.14%Q1 2021Q1 20211
Ayalon Insurance Comp Ltd. 111.57%1.57%1.57%Q3 2023Q3 20231
Westover Capital Advisors, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
NORTHWEST WEALTH MANAGEMENT, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
Vantage Financial Partners Ltd., Inc. 110.29%0.29%0.29%Q3 2023Q3 20231
My Legacy Advisors, LLC 110.33%0.33%0.33%Q3 2023Q3 20231
Temasek Holdings (Private) Ltd 110.14%0.14%0.14%Q4 2021Q4 20211
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 110.00%0.00%0.00%Q3 2023Q3 20231
Trexquant Investment LP 110.01%0.01%0.01%Q2 2022Q2 20221
SUMMIT FINANCIAL GROUP, INC. 110.17%0.17%0.17%Q3 2023Q3 20231
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Glass Jacobson Investment Advisors llc 110.01%0.01%0.01%Q3 2023Q3 20231
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
BigSur Wealth Management LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
VICTORY CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q3 2023Q3 20231
FIFTH THIRD SECURITIES, INC. 110.30%0.30%0.30%Q3 2023Q3 20231
Pacific Sage Partners, LLC 111.44%1.44%1.44%Q3 2023Q3 20231
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
AGF MANAGEMENT LTD 110.02%0.02%0.02%Q3 2023Q3 20231
V Wealth Advisors LLC 110.04%0.04%0.04%Q2 2023Q2 20231
External links

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