ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 43430.00%0.01%0.01%Q4 2013Q2 202443
MORGAN STANLEY 42420.00%0.02%0.06%Q1 2014Q2 202442
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q1 2014Q2 202442
BANK OF MONTREAL /CAN/ 42420.00%0.00%0.01%Q1 2014Q2 202442
LPL Financial LLC 41410.00%0.02%0.06%Q2 2014Q2 202441
UBS Group AG 39390.00%0.01%0.02%Q4 2014Q2 202439
SCOTIA CAPITAL INC. 24140.00%0.03%0.09%Q2 2014Q2 202438
ASSETMARK, INC 34340.00%0.12%0.86%Q1 2016Q2 202434
JANE STREET GROUP, LLC 1610.00%0.01%0.06%Q1 2014Q2 202434
AMERIPRISE FINANCIAL INC 34340.00%0.01%0.03%Q1 2016Q2 202434
Raymond James Financial Services Advisors, Inc. 34340.00%0.03%0.07%Q1 2016Q2 202434
RAYMOND JAMES & ASSOCIATES 33330.00%0.01%0.01%Q2 2016Q2 202433
WELLS FARGO & COMPANY/MN 32320.00%0.00%0.00%Q3 2016Q2 202432
CITIGROUP INC 32320.00%0.00%0.00%Q3 2016Q2 202432
JPMORGAN CHASE & CO 2530.00%0.00%0.00%Q3 2014Q2 202431
Private Advisor Group, LLC 31310.00%0.08%0.56%Q4 2016Q2 202431
Geneos Wealth Management Inc. 31310.00%0.00%0.01%Q4 2016Q2 202431
LVZ, Inc. 31310.04%0.79%3.42%Q4 2016Q2 202431
MML INVESTORS SERVICES, LLC 29290.01%0.02%0.07%Q2 2017Q2 202429
Cambridge Investment Research Advisors, Inc. 2810.00%0.01%0.03%Q1 2017Q2 202429
HighTower Advisors, LLC 29290.01%0.04%0.10%Q2 2017Q2 202429
Janney Montgomery Scott LLC 2810.00%0.01%0.02%Q4 2016Q2 202429
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.01%Q3 2014Q2 202428
Allworth Financial LP 28280.00%0.00%0.01%Q4 2016Q3 202328
Buffington Mohr McNeal 28280.10%1.61%3.33%Q4 2016Q3 202328
IPG Investment Advisors LLC 28280.12%0.93%1.71%Q3 2017Q2 202428
Sigma Planning Corp 2710.01%0.11%0.23%Q1 2017Q1 202428
Rehmann Capital Advisory Group 1820.04%0.10%0.25%Q4 2016Q2 202428
Parallel Advisors, LLC 2160.00%0.01%0.02%Q1 2017Q2 202427
COMMONWEALTH EQUITY SERVICES, LLC 27270.01%0.02%0.03%Q4 2017Q2 202427
ENVESTNET ASSET MANAGEMENT INC 2420.00%0.01%0.01%Q2 2016Q2 202426
BlackRock Inc. 26260.00%0.00%0.00%Q1 2018Q2 202426
GOLDMAN SACHS GROUP INC 26260.00%0.00%0.01%Q1 2018Q2 202426
IFP Advisors, Inc 15110.00%0.00%0.01%Q2 2016Q1 202326
CREATIVE FINANCIAL DESIGNS INC /ADV 1790.01%0.97%2.33%Q1 2017Q2 202426
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 26260.14%0.31%0.43%Q1 2018Q2 202426
BLAIR WILLIAM & CO/IL 26260.00%0.00%0.00%Q1 2018Q2 202426
Biondo Investment Advisors, LLC 25250.11%0.18%0.25%Q2 2018Q2 202425
Probity Advisors, Inc. 1250.75%4.38%6.97%Q4 2017Q2 202425
Tortoise Investment Management, LLC 25250.05%0.74%3.65%Q2 2018Q2 202425
CAMDEN NATIONAL BANK 25250.11%1.68%2.83%Q2 2018Q2 202425
LAFFER TENGLER INVESTMENTS, INC. 25250.10%0.57%1.53%Q1 2018Q1 202425
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.01%0.23%0.48%Q3 2018Q2 202424
Stratos Wealth Partners, LTD. 2210.00%0.03%0.07%Q1 2018Q2 202424
TIAA, FSB 24240.00%0.09%0.22%Q3 2017Q2 202324
Lido Advisors, LLC 1610.01%0.11%0.63%Q4 2017Q2 202424
TCI Wealth Advisors, Inc. 24240.00%0.02%0.04%Q4 2016Q3 202224
Advisory Services Network, LLC 2110.00%0.04%0.10%Q1 2017Q4 202324
Steward Partners Investment Advisory, LLC 2120.00%0.00%0.00%Q2 2018Q2 202423
FMR LLC 23230.00%0.00%0.00%Q4 2018Q2 202423
Pensionmark Financial Group, LLC 23232.42%6.44%8.07%Q4 2018Q2 202423
Global Wealth Management Investment Advisory, Inc. 23230.68%2.16%3.01%Q4 2018Q2 202423
Freedom Investment Management, Inc. 12110.06%0.30%0.64%Q2 2017Q2 202423
UNITED CAPITAL FINANCIAL ADVISORS, LLC 23230.00%0.00%0.01%Q3 2018Q1 202423
ROOSEVELT INVESTMENT GROUP LLC 23230.02%0.07%0.19%Q1 2017Q3 202223
Wolff Financial Management LLC 12100.22%2.15%6.51%Q4 2018Q2 202422
PNC FINANCIAL SERVICES GROUP, INC. 1610.00%0.00%0.00%Q1 2016Q2 202422
Financial Gravity Asset Management, Inc. 1430.00%0.41%1.16%Q1 2018Q1 202422
STERLING INVESTMENT ADVISORS LLC /ADV 21210.13%0.31%0.48%Q1 2017Q1 202221
AE Wealth Management LLC 2010.01%0.11%0.23%Q1 2019Q2 202421
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.00%0.07%0.48%Q4 2014Q4 201921
FARMERS & MERCHANTS INVESTMENTS INC 21210.23%1.67%2.34%Q2 2019Q2 202421
HUNTINGTON NATIONAL BANK 21210.00%0.00%0.00%Q2 2019Q2 202421
OLD MISSION CAPITAL LLC 610.01%0.12%0.38%Q1 2018Q2 202420
Psagot Value Holdings Ltd. 20200.00%0.06%0.16%Q1 2015Q4 201920
TRAPHAGEN INVESTMENT ADVISORS LLC 20200.04%2.55%7.07%Q1 2019Q4 202320
Asset Planning Services, Ltd. 20200.04%3.03%5.01%Q1 2017Q4 202120
American Portfolios Advisors 20200.00%0.04%0.11%Q4 2017Q3 202220
Redhawk Wealth Advisors, Inc. 1370.03%0.63%2.04%Q1 2019Q2 202420
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1210.02%0.20%0.86%Q2 2018Q2 202420
River Wealth Advisors LLC 1730.07%1.94%3.28%Q2 2018Q2 202420
Mandatum Life Insurance Co Ltd 20203.86%6.98%11.87%Q2 2017Q1 202220
Belpointe Asset Management LLC 1210.01%0.04%0.08%Q3 2017Q1 202419
THRIVENT FINANCIAL FOR LUTHERANS 19190.00%0.01%0.03%Q4 2019Q2 202419
Disciplined Investments, LLC 19190.17%0.33%0.59%Q4 2019Q2 202419
LexAurum Advisors, LLC 19190.08%0.10%0.15%Q4 2019Q2 202419
Dana Investment Advisors, Inc. 1220.03%0.03%0.04%Q4 2015Q4 202019
Stokes Family Office, LLC 19190.11%0.81%5.55%Q4 2019Q2 202419
Dynamic Advisor Solutions LLC 19190.04%0.53%1.40%Q4 2019Q2 202419
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 19190.06%0.40%1.76%Q4 2019Q2 202419
Argent Advisors, Inc. 19190.68%0.90%1.31%Q4 2019Q2 202419
Bray Capital Advisors 19190.01%0.08%0.17%Q1 2018Q3 202219
BDO Wealth Advisors, LLC 19190.07%0.16%0.34%Q4 2018Q2 202319
OSAIC HOLDINGS, INC. 18180.02%0.03%0.04%Q1 2020Q2 202418
Regal Wealth Group, Inc. 18180.02%0.14%1.05%Q4 2016Q1 202118
ETF Portfolio Partners, Inc. 18180.50%0.86%1.23%Q4 2018Q1 202318
PrairieView Partners, LLC 18180.00%0.24%0.57%Q1 2020Q2 202418
Bank Julius Baer & Co. Ltd, Zurich 18180.00%0.02%0.06%Q1 2020Q2 202418
BANK OF NOVA SCOTIA 18180.00%0.00%0.00%Q2 2018Q3 202218
1834 INVESTMENT ADVISORS CO 18180.00%0.00%0.00%Q4 2017Q1 202218
CIDEL ASSET MANAGEMENT INC 17170.01%0.02%0.05%Q2 2016Q2 202018
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1710.00%0.00%0.00%Q1 2017Q2 202418
Cetera Investment Advisers 18180.03%0.04%0.07%Q4 2019Q1 202418
Rockbridge Investment Management, LCC 17170.46%0.62%0.81%Q2 2020Q2 202417
Ashton Thomas Private Wealth, LLC 1610.01%0.04%0.09%Q4 2019Q2 202417
Rosenberg Matthew Hamilton 17170.82%2.04%3.16%Q2 2020Q2 202417
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1520.00%0.00%0.01%Q1 2019Q2 202417
PETTYJOHN, WOOD & WHITE, INC 17170.08%0.96%2.14%Q2 2020Q2 202417
FRANKLIN RESOURCES INC 17170.00%0.00%0.00%Q2 2020Q2 202417
Kovitz Investment Group Partners, LLC 17170.01%0.06%0.14%Q2 2020Q2 202417
BOURGEON CAPITAL MANAGEMENT LLC 17170.02%0.03%0.05%Q3 2019Q3 202317
Providence Capital Advisors, LLC 17170.00%0.01%0.02%Q2 2020Q2 202417
TRUIST FINANCIAL CORP 17170.00%0.00%0.01%Q1 2020Q1 202417
BENJAMIN F. EDWARDS & COMPANY, INC. 1030.00%0.00%0.01%Q4 2017Q3 202317
Weaver Consulting Group 17170.10%0.24%0.40%Q2 2020Q2 202417
Townsend & Associates, Inc 17170.42%1.09%1.92%Q3 2018Q3 202217
Community Bank, N.A. 17170.01%0.01%0.01%Q2 2018Q2 202217
STIFEL FINANCIAL CORP 1610.00%0.00%0.01%Q3 2018Q2 202417
Horan Securities, Inc. 740.02%0.06%0.09%Q4 2018Q2 202317
Baird Financial Group, Inc. 17170.01%0.01%0.03%Q2 2020Q2 202417
Retirement Group, LLC 1610.04%0.27%0.70%Q4 2019Q1 202417
Laurel Wealth Advisors LLC 17170.03%0.23%0.45%Q2 2020Q2 202417
Investors Research Corp 17170.00%0.01%0.02%Q2 2020Q2 202417
Kestra Advisory Services, LLC 16160.01%0.02%0.03%Q3 2020Q2 202416
Ellis Investment Partners, LLC 16160.01%0.04%0.15%Q4 2018Q3 202216
Carl P. Sherr & Co., LLC 16160.30%0.63%1.04%Q4 2019Q3 202316
Eldridge Investment Advisors, Inc. 1420.10%0.22%0.71%Q3 2018Q1 202316
Beacon Financial Advisory LLC 16160.28%0.40%0.60%Q4 2019Q3 202316
Alhambra Investment Management LLC 16160.15%0.45%0.96%Q3 2020Q2 202416
Cornell Pochily Investment Advisors, Inc. 15150.10%0.16%0.22%Q4 2020Q2 202415
4J Wealth Management LLC 15150.75%1.09%1.36%Q4 2020Q2 202415
HEADINVEST, LLC 15150.04%0.05%0.06%Q4 2020Q2 202415
NewEdge Advisors, LLC 15150.01%0.05%0.21%Q4 2020Q2 202415
Intellectus Partners, LLC 1230.06%0.32%1.29%Q1 2018Q4 202115
MARINER INDEPENDENT ADVISOR NETWORK, LLC 15150.03%0.11%0.28%Q4 2018Q2 202215
Summit Financial, LLC 15150.06%0.16%0.38%Q4 2020Q2 202415
Capital Investment Advisory Services, LLC 15150.00%0.00%0.00%Q4 2020Q2 202415
Charter Oak Capital Management, LLC 15150.54%1.15%1.47%Q4 2020Q2 202415
DAVENPORT & Co LLC 1050.00%0.01%0.01%Q3 2018Q3 202215
MEITAV INVESTMENT HOUSE LTD 870.01%0.02%0.02%Q3 2020Q2 202415
Advisor Group, Inc. 15150.00%0.01%0.03%Q2 2016Q4 201915
B. Riley Wealth Advisors, Inc. 15150.01%0.02%0.04%Q4 2020Q2 202415
EATON VANCE MANAGEMENT 15150.00%0.01%0.05%Q1 2019Q3 202215
Migdal Insurance & Financial Holdings Ltd. 14140.00%0.00%0.00%Q1 2019Q2 202214
OPPENHEIMER & CO INC 14140.01%0.03%0.04%Q1 2021Q2 202414
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1130.32%0.60%1.01%Q2 2020Q4 202314
JACOBSON & SCHMITT ADVISORS, LLC 14140.18%0.79%2.44%Q1 2017Q2 202014
SHUFRO ROSE & CO LLC 14140.07%0.33%1.81%Q3 2020Q4 202314
Sierra Capital LLC 14140.06%0.36%0.77%Q1 2021Q2 202414
Summit X, LLC 14140.36%1.13%2.93%Q2 2017Q3 202014
WFG Advisors, LP 13130.00%0.00%0.00%Q2 2014Q2 201713
HARBOUR INVESTMENTS, INC. 940.01%0.02%0.05%Q1 2021Q2 202413
Renaissance Technologies 420.00%0.01%0.03%Q3 2020Q2 202413
Integrated Advisors Network LLC 1110.01%0.05%0.09%Q4 2019Q1 202413
Curi Wealth Management, LLC 13131.67%3.51%6.29%Q4 2020Q4 202313
Smith & Howard Wealth Management, LLC 1210.10%0.70%3.00%Q1 2017Q1 202213
Mirae Asset Global Investments Co., Ltd. 13130.00%0.02%0.04%Q3 2019Q3 202213
Citadel Advisors 410.00%0.00%0.01%Q2 2016Q4 202313
DB Wealth Management Group, LLC 13130.63%0.84%1.05%Q4 2020Q4 202313
DEUTSCHE BANK AG\ 13130.00%0.00%0.00%Q2 2018Q2 202113
Orion Portfolio Solutions, LLC 620.00%0.02%0.04%Q3 2020Q2 202413
9258 Wealth Management, LLC 13130.05%0.10%0.16%Q2 2021Q2 202413
American Money Management, LLC 12120.45%0.73%1.06%Q3 2021Q2 202412
PITTENGER & ANDERSON INC 12120.00%0.01%0.02%Q3 2021Q2 202412
Stonehage Fleming Financial Services Holdings Ltd 12120.02%0.05%0.08%Q4 2015Q3 201812
Sunbelt Securities, Inc. 660.01%0.03%0.05%Q1 2021Q2 202412
Wealthcare Advisory Partners LLC 1110.00%0.00%0.01%Q3 2017Q1 202112
Allianz Asset Management GmbH 710.00%0.01%0.04%Q3 2018Q2 202412
Lindbrook Capital, LLC 1110.01%0.01%0.02%Q3 2020Q2 202412
Wagner Wealth Management, LLC 12120.06%0.19%0.49%Q1 2021Q4 202312
Tower Research Capital LLC (TRC) 610.00%0.00%0.00%Q2 2015Q1 202412
DEARBORN PARTNERS LLC 12120.01%0.02%0.03%Q3 2018Q2 202112
Castleview Partners, LLC 1110.01%0.04%0.33%Q1 2018Q2 202412
Fiduciary Trust Co International of Pennsylvania 750.02%0.54%2.40%Q1 2017Q1 202012
AVANTAX ADVISORY SERVICES, INC. 1020.00%0.04%0.07%Q3 2020Q2 202412
Arkadios Wealth Advisors 1110.00%0.07%0.26%Q4 2020Q2 202412
STEPHENS INC /AR/ 750.02%0.09%0.19%Q2 2014Q4 202212
Cetera Advisor Networks LLC 1110.00%0.04%0.07%Q2 2020Q4 202312
NEXT Financial Group, Inc 610.00%0.02%0.10%Q2 2017Q4 202112
Ayrshire Capital Management LLC 12120.25%0.39%0.67%Q4 2019Q3 202212
CHARTWELL INVESTMENT PARTNERS, LLC 12120.01%0.02%0.02%Q2 2020Q1 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.03%0.06%0.14%Q4 2018Q3 202112
Bank of New York Mellon Corp 310.00%0.00%0.00%Q4 2015Q3 202212
NATIONAL BANK OF CANADA /FI/ 11110.00%0.00%0.00%Q4 2021Q2 202411
CIBC WORLD MARKET INC. 520.00%0.00%0.01%Q3 2016Q2 202411
ALTERNA WEALTH MANAGEMENT, INC 610.09%1.65%4.14%Q4 2018Q2 202411
Advisors Capital Management, LLC 11110.02%0.44%0.76%Q2 2018Q4 202011
TD Waterhouse Canada Inc. 11110.01%0.04%0.07%Q4 2021Q2 202411
Bulltick Wealth Management, LLC 11110.08%0.71%1.44%Q4 2020Q2 202311
LEVEL FOUR ADVISORY SERVICES, LLC 11110.02%0.02%0.03%Q4 2021Q2 202411
Trail Ridge Investment Advisors, LLC 11110.60%1.13%2.05%Q4 2021Q2 202411
BAINCO INTERNATIONAL INVESTORS 11110.03%0.04%0.04%Q1 2017Q3 201911
Simplicity Solutions, LLC 810.02%0.07%0.11%Q3 2018Q3 202211
Capital Investment Advisors, LLC 11110.02%0.05%0.06%Q4 2015Q2 201811
KCS Wealth Advisory 11110.38%2.10%3.39%Q4 2017Q2 202011
Snowden Capital Advisors LLC 11110.00%0.01%0.02%Q4 2021Q2 202411
MMBG INVESTMENT ADVISORS CO. 11110.08%0.10%0.11%Q4 2021Q2 202411
Investment Advisory Group, LLC 11110.18%0.23%0.30%Q4 2021Q2 202411
Birchcreek Wealth Management, LLC 920.15%0.38%0.67%Q4 2020Q3 202311
Matthew Goff Investment Advisor, LLC 710.12%2.31%4.91%Q3 2017Q4 202111
TUCKER ASSET MANAGEMENT LLC 10100.00%0.00%0.01%Q4 2020Q1 202310
CWM, LLC 710.00%0.00%0.00%Q3 2018Q2 202410
Atria Wealth Solutions, Inc. 10100.01%0.03%0.06%Q1 2022Q2 202410
Main Management LLC 730.00%0.39%0.67%Q3 2020Q2 202410
Bramshill Investments, LLC 620.01%0.76%1.55%Q3 2018Q2 202410
Cetera Advisors LLC 820.01%0.02%0.04%Q3 2017Q4 202110
THOMPSON INVESTMENT MANAGEMENT, INC. 640.00%0.03%0.08%Q1 2019Q2 202410
Meiji Yasuda Life Insurance Co 10100.13%0.16%0.20%Q1 2022Q2 202410
Global Retirement Partners, LLC 10100.00%0.01%0.01%Q1 2022Q2 202410
Federation des caisses Desjardins du Quebec 10100.00%0.03%0.07%Q1 2022Q2 202410
Demars Financial Group, LLC 10100.26%4.31%11.55%Q4 2019Q1 202210
Topel & Distasi Wealth Management, LLC 820.12%0.41%1.47%Q4 2021Q2 202410
FIRST TRUST ADVISORS LP 10100.02%0.04%0.07%Q2 2020Q3 202210
Walkner Condon Financial Advisors LLC 640.16%1.09%3.06%Q2 2020Q4 202210
NAPLES GLOBAL ADVISORS, LLC 10100.02%0.04%0.06%Q4 2019Q1 202210
VISTA INVESTMENT MANAGEMENT 10100.22%0.78%1.07%Q1 2022Q2 202410
Rockefeller Capital Management L.P. 10100.00%0.01%0.03%Q3 2020Q4 202210
Wescott Financial Advisory Group, LLC 10100.15%0.63%1.70%Q1 2022Q2 202410
Laidlaw Wealth Management LLC 10100.11%0.27%0.40%Q1 2021Q2 202310
B. Riley Wealth Management, Inc. 10100.00%0.13%0.24%Q1 2020Q2 202210
Strengthening Families & Communities, LLC 550.00%0.00%0.00%Q4 2021Q2 202410
Ameritas Advisory Services, LLC 640.04%0.07%0.11%Q4 2021Q2 202410
StrategIQ Financial Group, LLC 990.16%0.55%0.84%Q4 2021Q4 20239
Stratos Investment Management, LLC 990.03%0.13%0.28%Q1 2020Q1 20229
HERITAGE WEALTH MANAGEMENT, LLC 420.53%0.70%0.85%Q1 2021Q1 20249
EQUITY INVESTMENT CORP 990.13%0.16%0.19%Q2 2020Q2 20229
Allspring Global Investments Holdings, LLC 990.02%0.03%0.06%Q2 2022Q2 20249
INTEGRAL INVESTMENT ADVISORS, INC. 992.92%5.84%8.24%Q2 2022Q2 20249
FinTrust Capital Advisors, LLC 990.38%0.42%0.48%Q2 2022Q2 20249
Catalyst Capital Advisors LLC 990.01%0.05%0.06%Q3 2019Q3 20219
HSBC HOLDINGS PLC 990.00%0.00%0.00%Q2 2020Q2 20229
CAPTRUST FINANCIAL ADVISORS 630.00%0.00%0.00%Q1 2021Q3 20239
Destiny Wealth Partners, LLC 990.08%3.95%5.39%Q1 2021Q1 20239
TPG Financial Advisors, LLC 990.13%1.18%2.75%Q4 2021Q4 20239
Advocacy Wealth Management Services, LLC 990.04%8.44%12.95%Q2 2022Q2 20249
Robertson Stephens Wealth Management, LLC 510.03%0.15%0.41%Q2 2019Q4 20219
Glen Eagle Advisors, LLC 990.00%0.00%0.01%Q1 2021Q1 20239
WEALTHSPAN PARTNERS, LLC 990.22%0.49%1.03%Q4 2021Q4 20239
Hanson & Doremus Investment Management 810.00%0.01%0.01%Q1 2021Q2 20239
Ifrah Financial Services, Inc. 990.89%0.92%0.97%Q2 2022Q2 20249
FC Advisory LLC 990.13%0.19%0.34%Q2 2022Q2 20249
Spire Wealth Management 990.01%0.08%0.20%Q2 2022Q2 20249
Financial Engines Advisors L.L.C. 990.02%0.02%0.03%Q2 2022Q2 20249
Sheaff Brock Investment Advisors, LLC 990.02%0.02%0.03%Q4 2020Q4 20229
Coombe, Bender & Co LLC 991.28%2.85%4.99%Q2 2022Q2 20249
Miracle Mile Advisors, LLC 990.05%0.08%0.10%Q1 2022Q1 20249
Mariner, LLC 990.00%0.25%0.41%Q2 2022Q2 20249
MidWestOne Financial Group, Inc. 630.06%0.31%0.51%Q3 2019Q4 20219
Cardinal Capital Management, Inc. 880.00%0.00%0.00%Q3 2019Q2 20218
Lloyd Advisory Services, LLC. 881.24%1.63%2.14%Q1 2021Q4 20228
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 880.00%0.01%0.03%Q3 2022Q2 20248
GDS Wealth Management 880.05%1.60%2.80%Q4 2021Q3 20238
Colonial Trust Advisors 880.76%0.87%0.97%Q3 2022Q2 20248
Sowell Financial Services LLC 710.00%0.02%0.13%Q3 2019Q1 20238
Colonial Trust Co / SC 881.03%1.11%1.24%Q3 2022Q2 20248
Wills Financial Group, Inc. 880.17%0.27%0.32%Q4 2020Q3 20228
BLUESTEIN R H & CO LLC 420.01%0.03%0.06%Q3 2019Q3 20228
DAGCO, INC. 880.61%2.39%3.47%Q3 2020Q2 20228
PRIVATE TRUST CO NA 880.00%0.01%0.02%Q3 2022Q2 20248
Firestone Capital Management 880.04%0.04%0.05%Q4 2019Q3 20218
RFG Advisory, LLC 410.01%0.01%0.02%Q1 2022Q2 20248
COLLECTIVE FAMILY OFFICE LLC 880.34%1.20%2.47%Q4 2020Q3 20228
Hexagon Capital Partners LLC 880.00%0.00%0.00%Q3 2022Q2 20248
GREENUP STREET WEALTH MANAGEMENT LLC 710.19%2.44%3.90%Q2 2022Q2 20248
Clearwater Capital Advisors, LLC 880.05%0.08%0.12%Q4 2017Q3 20198
Koshinski Asset Management, Inc. 530.00%0.04%0.09%Q4 2019Q1 20228
SeaCrest Wealth Management, LLC 510.01%0.03%0.05%Q1 2018Q2 20228
BARINGS LLC 880.01%0.06%0.27%Q3 2022Q2 20248
PARTNERS CAPITAL INVESTMENT GROUP, LLP 770.19%0.33%0.50%Q4 2022Q2 20247
Integrated Wealth Concepts LLC 610.01%0.01%0.02%Q1 2022Q2 20247
CONNING INC. 410.05%0.10%0.17%Q1 2018Q4 20217
DecisionPoint Financial, LLC 771.84%2.48%3.15%Q4 2022Q2 20247
Private Wealth Group, LLC 770.75%1.24%1.99%Q4 2022Q2 20247
Hutchens & Kramer Investment Management Group, LLC 770.19%0.32%0.42%Q4 2021Q2 20237
CALDWELL SUTTER CAPITAL, INC. 770.00%0.00%0.00%Q4 2022Q2 20247
Life Planning Partners, Inc 431.29%1.81%2.38%Q4 2021Q2 20247
LJI Wealth Management, LLC 779.14%10.02%11.20%Q4 2022Q2 20247
Leicht Financial Planning & Wealth Management, Inc. 770.39%3.28%5.96%Q3 2018Q1 20207
Archer Investment Corp 770.02%0.05%0.06%Q4 2022Q2 20247
FMA ADVISORY INC 770.09%0.77%1.42%Q3 2019Q1 20217
Joseph P. Lucia & Associates, LLC 410.00%0.01%0.01%Q2 2020Q2 20227
IndexIQ Advisors LLC 770.00%0.01%0.03%Q4 2018Q2 20207
Clearview Wealth Advisors LLC 770.01%0.02%0.03%Q4 2020Q2 20227
AlphaMark Advisors, LLC 770.04%0.04%0.04%Q3 2020Q1 20227
Valeo Financial Advisors, LLC 770.00%0.00%0.01%Q3 2019Q1 20217
Farther Finance Advisors, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
SignalPoint Asset Management, LLC 770.17%0.25%0.50%Q4 2013Q2 20157
Garden State Investment Advisory Services LLC 770.31%0.37%0.42%Q4 2022Q2 20247
Corient Private Wealth LLC 770.00%0.00%0.01%Q4 2022Q2 20247
HL FINANCIAL SERVICES LLC 770.01%0.02%0.02%Q3 2016Q1 20187
LEO BROKERAGE, LLC 520.09%0.55%2.75%Q3 2020Q2 20227
Safeguard Investment Advisory Group, LLC 770.10%0.14%0.17%Q1 2022Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.01%0.10%0.25%Q4 2020Q4 20227
Three Peaks Capital Management, LLC 770.22%0.32%0.39%Q1 2019Q3 20207
Crestline Management, LP 770.11%0.40%0.81%Q2 2022Q4 20237
CREDIT SUISSE AG/ 430.00%0.01%0.01%Q2 2020Q1 20227
MACQUARIE GROUP LTD 770.00%0.04%0.07%Q4 2022Q2 20247
EPG Wealth Management LLC 610.00%0.00%0.00%Q1 2022Q2 20247
BNP PARIBAS FINANCIAL MARKETS 410.00%0.00%0.00%Q4 2021Q2 20247
Level Financial Advisors 610.02%0.07%0.10%Q1 2022Q4 20237
Monument Capital Management 770.23%0.62%1.15%Q3 2018Q1 20207
True Link Financial Advisors, LLC 770.05%0.07%0.08%Q3 2022Q1 20247
FLOW TRADERS U.S. LLC 330.01%0.12%0.58%Q4 2018Q2 20246
Comprehensive Wealth Management, LLC 660.24%0.97%1.22%Q3 2022Q4 20236
Avestar Capital, LLC 660.07%0.18%0.37%Q3 2020Q4 20216
Asset Dedication, LLC 510.01%0.15%0.25%Q1 2017Q4 20186
Aptus Capital Advisors, LLC 420.00%0.00%0.00%Q1 2022Q2 20246
Astoria Portfolio Advisors LLC. 660.12%0.21%0.40%Q2 2022Q3 20236
Gray Wealth Management Inc. 660.09%0.12%0.15%Q1 2023Q2 20246
Sound Income Strategies, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Creative Planning 310.00%0.01%0.04%Q1 2017Q3 20226
MACROVIEW INVESTMENT MANAGEMENT LLC 660.03%0.04%0.05%Q4 2022Q1 20246
Realta Investment Advisors 220.00%0.02%0.08%Q3 2022Q2 20246
MSI Financial Services Inc 660.00%0.01%0.02%Q3 2015Q4 20166
Wiser Wealth Management, Inc 665.33%5.55%5.78%Q1 2023Q2 20246
SEI INVESTMENTS CO 210.00%0.01%0.05%Q1 2016Q3 20226
SCHARF INVESTMENTS, LLC 660.02%0.03%0.04%Q2 2017Q3 20186
EDMOND DE ROTHSCHILD HOLDING S.A. 660.01%0.01%0.01%Q1 2023Q2 20246
Regal Investment Advisors LLC 660.02%0.04%0.05%Q4 2022Q1 20246
BANK HAPOALIM BM 660.04%0.04%0.06%Q1 2023Q2 20246
Total Clarity Wealth Management, Inc. 660.09%0.17%0.24%Q3 2020Q4 20216
Foundations Investment Advisors, LLC 660.01%0.02%0.02%Q1 2023Q2 20246
Family Asset Management, LLC 660.00%0.10%0.17%Q4 2022Q1 20246
Mattern Wealth Management LLC 660.08%1.42%3.86%Q2 2020Q3 20216
Stone House Investment Management, LLC 510.09%0.28%0.38%Q1 2017Q1 20196
PFG Advisors 660.08%0.10%0.15%Q3 2021Q4 20226
First Allied Advisory Services, Inc. 310.00%0.01%0.01%Q4 2017Q3 20206
Ford Financial Group, LLC 410.02%0.15%0.23%Q2 2019Q4 20216
Karp Capital Management Corp 510.02%0.06%0.10%Q4 2018Q3 20216
STATE OF WISCONSIN INVESTMENT BOARD 550.00%0.00%0.00%Q2 2023Q2 20245
HMS Capital Management, LLC 550.29%1.41%2.47%Q1 2021Q1 20225
M Holdings Securities, Inc. 550.02%0.03%0.03%Q1 2022Q1 20235
Capital Advisors Wealth Management, LLC 550.08%0.16%0.20%Q4 2021Q4 20225
Valmark Advisers, Inc. 550.01%0.01%0.01%Q1 2021Q1 20225
Breakwater Capital Group 550.06%1.10%2.07%Q4 2022Q4 20235
Outlook Wealth Advisors, LLC 550.29%0.34%0.44%Q1 2020Q1 20215
CHILDRESS CAPITAL ADVISORS, LLC 550.15%0.20%0.24%Q1 2021Q1 20225
Ausdal Financial Partners, Inc. 550.18%0.20%0.25%Q3 2021Q3 20225
Commonwealth Equity Services, Inc 550.01%0.02%0.03%Q3 2016Q3 20175
Day & Ennis, LLC 550.13%0.13%0.14%Q4 2022Q4 20235
J.W. COLE ADVISORS, INC. 310.02%0.08%0.13%Q4 2020Q1 20235
Equitable Holdings, Inc. 310.00%0.01%0.01%Q4 2022Q2 20245
Cosner Financial Group, LLC 551.21%1.63%1.88%Q2 2023Q2 20245
AMERICAN INTERNATIONAL GROUP, INC. 550.00%0.00%0.00%Q1 2015Q1 20165
Exchange Capital Management, Inc. 320.01%0.03%0.05%Q2 2017Q3 20185
Clear Perspectives Financial Planning, LLC 550.02%0.25%0.34%Q4 2020Q4 20215
All Terrain Financial Advisors, LLC 550.07%0.07%0.08%Q1 2019Q1 20205
Hoxton Planning & Management, LLC 550.21%0.28%0.50%Q2 2023Q2 20245
Compagnie Lombard Odier SCmA 550.00%0.00%0.01%Q1 2018Q1 20195
Atria Investments, Inc 550.05%0.07%0.09%Q2 2023Q2 20245
ASPIRIANT, LLC 550.02%0.03%0.04%Q4 2018Q4 20195
B, B, H, & B INC. 556.04%8.56%12.53%Q4 2020Q4 20215
PROFFITT & GOODSON INC 320.01%0.12%0.48%Q4 2021Q2 20245
Mutual Advisors, LLC 550.03%0.03%0.03%Q2 2023Q2 20245
One Capital Management, LLC 210.02%0.09%0.18%Q4 2021Q2 20235
Seven Springs Wealth Group, LLC 550.00%10.64%14.22%Q4 2019Q4 20205
Fortis Capital Advisors, LLC 320.13%0.21%0.33%Q4 2022Q1 20245
Virtu KCG Holdings LLC 410.01%0.02%0.05%Q4 2014Q3 20165
Divergent Wealth Advisors 550.14%0.42%1.18%Q4 2022Q4 20235
MERCER GLOBAL ADVISORS INC /ADV 410.00%0.00%0.00%Q4 2021Q2 20245
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 410.14%0.22%0.33%Q4 2021Q1 20235
abrdn plc 550.04%0.04%0.05%Q3 2021Q3 20225
BERKSHIRE ASSET MANAGEMENT LLC/PA 310.05%0.10%0.16%Q3 2018Q2 20245
Pathway Financial Advisers, LLC 320.00%0.01%0.01%Q4 2022Q1 20245
Envestnet Portfolio Solutions, Inc. 440.00%0.00%0.00%Q3 2023Q2 20244
BUCKINGHAM STRATEGIC PARTNERS, LLC 220.02%0.03%0.05%Q4 2022Q2 20244
Raleigh Capital Management Inc. 440.00%0.09%0.16%Q1 2022Q4 20224
Advisory Alpha, LLC 220.00%0.02%0.03%Q2 2018Q1 20244
Financiere des Professionnels - Fonds d,investissement inc. 440.54%0.69%1.04%Q3 2023Q2 20244
BUCKHEAD CAPITAL MANAGEMENT LLC 440.14%0.14%0.15%Q3 2023Q2 20244
Stokes & Hubbell Capital Management, LLC 440.07%0.54%1.92%Q2 2018Q1 20194
Anchor Investment Management, LLC 440.00%0.03%0.08%Q4 2017Q3 20184
Squar Milner Financial Services LLC 220.00%0.00%0.00%Q1 2019Q1 20204
Pinnacle Bancorp, Inc. 440.03%0.03%0.04%Q2 2019Q1 20204
Williams Financial, LLC 217.30%11.38%13.64%Q2 2022Q2 20244
Epstein & White Financial LLC 440.10%1.66%5.64%Q4 2018Q3 20194
LEVEL FOUR FINANCIAL, LLC 440.15%0.15%0.16%Q4 2020Q3 20214
Great Lakes Retirement, Inc. 310.00%0.39%0.58%Q1 2023Q2 20244
LINCOLN NATIONAL CORP 440.01%0.01%0.01%Q2 2020Q1 20214
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q2 20244
KESTRA PRIVATE WEALTH SERVICES, LLC 310.01%0.07%0.09%Q4 2021Q2 20234
COMERICA BANK 440.00%0.00%0.01%Q3 2023Q2 20244
GREAT VALLEY ADVISOR GROUP, INC. 440.02%0.07%0.12%Q1 2022Q4 20224
Strategic Advocates LLC 440.32%0.34%0.36%Q3 2023Q2 20244
Madison Wealth Partners, Inc 440.10%0.13%0.15%Q2 2022Q1 20234
One Wealth Advisors, LLC 210.03%0.19%0.44%Q1 2021Q4 20224
Banco Santander, S.A. 440.05%0.16%0.24%Q2 2020Q1 20214
WOLVERINE TRADING, LLC 310.00%0.00%0.01%Q4 2016Q4 20184
MD Financial Management Inc. 310.27%0.33%0.48%Q1 2020Q4 20214
White Lighthouse Investment Management Inc. 440.20%0.23%0.25%Q4 2017Q3 20184
GoalVest Advisory LLC 440.01%0.02%0.04%Q2 2023Q1 20244
NBC SECURITIES, INC. 440.02%0.06%0.11%Q3 2023Q2 20244
CoreCap Advisors, LLC 440.02%0.03%0.03%Q1 2022Q4 20224
MANUFACTURERS LIFE INSURANCE COMPANY, THE 440.00%0.00%0.00%Q3 2017Q2 20184
GFS Advisors, LLC 440.08%0.10%0.11%Q3 2021Q2 20224
PINNACLE FINANCIAL PARTNERS INC 440.01%0.02%0.04%Q1 2021Q4 20214
Security Financial Services, INC. 440.09%0.17%0.20%Q1 2022Q4 20224
Gerber Kawasaki Wealth & Investment Management 310.00%0.10%0.14%Q2 2017Q3 20214
55I, LLC 440.01%0.04%0.08%Q1 2021Q4 20214
Endowment Wealth Management, Inc. 440.24%0.41%0.57%Q4 2021Q3 20224
Gladstone Institutional Advisory LLC 440.02%0.06%0.09%Q1 2022Q4 20224
RIDGECREST WEALTH PARTNERS, LLC 440.28%0.29%0.31%Q1 2021Q4 20214
TIAA TRUST, NATIONAL ASSOCIATION 440.06%0.08%0.09%Q3 2023Q2 20244
ATLAS CAPITAL ADVISORS LLC 210.01%0.01%0.01%Q1 2023Q2 20244
Partnervest Advisory Services LLC 330.07%0.08%0.10%Q2 2019Q4 20193
INTREPID CAPITAL MANAGEMENT INC 330.17%0.33%0.42%Q2 2020Q4 20203
Sowa Financial Group, Inc. 330.00%0.00%0.00%Q4 2019Q2 20203
GeoWealth Management, LLC 330.01%0.02%0.02%Q4 2023Q2 20243
Systelligence, LLC 210.99%1.04%1.08%Q4 2019Q3 20203
Clearstead Advisors, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
NDWM LLC 331.31%1.49%1.68%Q4 2023Q2 20243
Estate Counselors, LLC 330.38%0.66%1.19%Q4 2016Q2 20173
Avondale Wealth Management 330.00%0.00%0.00%Q4 2017Q2 20183
Virtue Capital Management, LLC 330.03%0.04%0.04%Q2 2022Q4 20223
PRINCIPAL SECURITIES, INC. 330.10%0.11%0.12%Q4 2023Q2 20243
MRP Capital Investments, LLC 330.47%0.89%1.68%Q4 2022Q2 20233
D.A. DAVIDSON & CO. 330.00%0.02%0.04%Q4 2016Q2 20173
Financial Gravity Companies, Inc. 210.02%0.08%0.12%Q4 2017Q4 20183
First Horizon Advisors, Inc. 210.00%0.00%0.00%Q4 2021Q3 20223
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 330.21%0.24%0.28%Q4 2023Q2 20243
Trek Financial, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Concurrent Investment Advisors, LLC 330.01%0.02%0.02%Q4 2023Q2 20243
DIXON HUBARD FEINOUR & BROWN INC/VA 330.31%0.39%0.45%Q4 2021Q2 20223
DAVIDSON INVESTMENT ADVISORS 330.00%0.01%0.02%Q4 2016Q2 20173
Vermillion & White Wealth Management Group, LLC 330.03%0.03%0.04%Q4 2023Q2 20243
Catalytic Wealth RIA, LLC 330.06%0.08%0.11%Q4 2023Q2 20243
Harel Insurance Investments & Financial Services Ltd. 330.11%0.18%0.22%Q4 2023Q2 20243
Simplify Asset Management Inc. 330.05%0.19%0.28%Q2 2023Q4 20233
Cedar Point Capital Partners, LLC 330.65%0.72%0.80%Q4 2023Q2 20243
Elevated Capital Advisors, LLC 331.11%1.17%1.28%Q3 2022Q1 20233
Atomi Financial Group, Inc. 330.10%0.14%0.20%Q4 2023Q2 20243
Evolution Wealth Advisors, LLC 330.06%0.92%1.38%Q4 2022Q2 20233
Fonville Wealth Management LLC 330.75%0.85%0.96%Q4 2023Q2 20243
NEW ENGLAND ASSET MANAGEMENT INC 210.00%0.00%0.00%Q3 2023Q2 20243
Atlantic Edge Private Wealth Management, LLC 330.04%0.05%0.07%Q4 2023Q2 20243
FLC Capital Advisors 330.16%0.17%0.19%Q3 2019Q1 20203
Summa Corp. 330.29%0.34%0.41%Q4 2023Q2 20243
NBT BANK N A /NY 330.00%0.00%0.01%Q4 2023Q2 20243
Argent Wealth Management LLC 332.68%3.44%3.97%Q4 2019Q2 20203
FEDERAL RESERVE BANK OF NEW YORK 330.10%0.37%0.51%Q4 2020Q2 20213
Private Wealth Management Group, LLC 330.23%0.31%0.47%Q4 2023Q2 20243
US BANCORP \DE\ 110.00%0.00%0.00%Q2 2019Q4 20233
Merit Financial Group, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
MCF Advisors LLC 330.00%0.03%0.05%Q2 2017Q4 20173
Bluefin Trading, LLC 330.02%0.07%0.16%Q2 2017Q4 20173
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.02%Q4 2021Q2 20243
Ironwood Financial, llc 330.01%0.02%0.02%Q1 2021Q3 20213
Fortis Capital Management LLC 330.09%0.16%0.22%Q4 2023Q2 20243
CALIBER WEALTH MANAGEMENT, LLC 330.16%0.36%0.54%Q4 2020Q2 20213
FineMark National Bank & Trust 220.01%0.02%0.02%Q1 2014Q2 20142
Center For Asset Management LLC 220.28%0.52%0.77%Q3 2022Q4 20222
Argentus Capital Management, LLC 220.02%0.03%0.03%Q1 2016Q2 20162
ALESCO ADVISORS LLC 220.01%0.01%0.01%Q2 2020Q3 20202
Sugar Maple Asset Management, LLC 221.48%1.49%1.51%Q1 2024Q2 20242
John W. Brooker & Co., CPAs 220.34%0.36%0.38%Q4 2019Q1 20202
Christopher J. Hasenberg, Inc 220.01%0.01%0.02%Q1 2024Q2 20242
Yorktown Management & Research Co Inc 220.05%0.06%0.07%Q1 2016Q2 20162
Concorde Asset Management, LLC 220.15%0.18%0.21%Q3 2020Q4 20202
AlphaCore Capital LLC 220.40%0.44%0.48%Q4 2019Q1 20202
City Center Advisors, LLC 221.23%1.23%1.23%Q1 2024Q2 20242
Ameritas Investment Company, LLC 110.02%0.02%0.02%Q4 2018Q3 20212
Chesley Taft & Associates LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Teamwork Financial Advisors, LLC 220.06%0.06%0.06%Q3 2022Q4 20222
Avior Wealth Management, LLC 110.00%0.00%0.01%Q3 2022Q1 20242
MISSION WEALTH MANAGEMENT, LP 220.04%0.04%0.04%Q3 2017Q4 20172
SouthState Corp 220.00%0.01%0.01%Q4 2021Q1 20222
Waterloo Capital, L.P. 220.13%0.34%0.54%Q1 2024Q2 20242
NorthRock Partners, LLC 220.05%0.07%0.09%Q3 2023Q4 20232
SUMMIT SECURITIES GROUP LLC 110.00%0.06%0.12%Q1 2018Q2 20232
CALTON & ASSOCIATES, INC. 110.09%0.09%0.09%Q4 2017Q4 20222
BENJAMIN EDWARDS INC 220.05%0.06%0.06%Q3 2020Q4 20202
Sonora Investment Management, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
ShoreHaven Wealth Partners, LLC 221.91%1.93%1.94%Q4 2020Q1 20212
Cornerstone Wealth Management, LLC 110.03%0.06%0.09%Q2 2018Q4 20182
Wealth Quarterback LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Waverly Advisors, LLC 220.16%0.17%0.18%Q1 2024Q2 20242
Tradition Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
IFC Holdings Incorporated/FL 220.02%0.02%0.02%Q3 2017Q4 20172
WRAPMANAGER INC 110.09%0.37%0.64%Q4 2022Q4 20232
Clear Creek Financial Management, LLC 220.03%0.05%0.06%Q1 2022Q2 20222
Patriot Financial Group Insurance Agency, LLC 110.00%0.00%0.00%Q2 2021Q2 20222
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.01%Q2 2020Q4 20222
MOULTON WEALTH MANAGEMENT, INC 226.04%6.11%6.17%Q1 2021Q2 20212
CENTRAL TRUST Co 220.00%0.00%0.00%Q2 2022Q3 20222
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20222
NewEdge Wealth, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
Columbia Trust Co 01012016 220.21%0.22%0.22%Q4 2022Q1 20232
BEAM WEALTH ADVISORS, INC. 220.45%0.46%0.46%Q4 2019Q1 20202
PATHSTONE FAMILY OFFICE, LLC 220.01%0.27%0.53%Q3 2022Q4 20222
Kelman-Lazarov, Inc. 224.30%4.41%4.53%Q4 2022Q1 20232
LRI Investments, LLC 220.01%0.02%0.02%Q1 2024Q2 20242
Central Pacific Bank - Trust Division 220.14%0.14%0.14%Q1 2024Q2 20242
Penserra Capital Management LLC 110.00%0.00%0.00%Q2 2023Q4 20232
WealthPLAN Partners, LLC 220.02%0.02%0.02%Q3 2020Q4 20202
Centric Wealth Management 220.08%0.09%0.11%Q2 2022Q3 20222
WealthShield Partners, LLC 220.01%0.02%0.02%Q2 2020Q3 20202
London & Capital Asset Management Ltd 220.10%0.11%0.11%Q1 2024Q2 20242
Prime Capital Investment Advisors, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Verition Fund Management LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Faithward Advisors, LLC 220.01%0.01%0.02%Q3 2020Q4 20202
NORTHERN TRUST CORP 220.00%0.00%0.00%Q4 2023Q1 20242
OneDigital Investment Advisors LLC 110.01%0.02%0.04%Q1 2019Q4 20212
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.00%0.01%0.01%Q2 2023Q3 20232
NICOLET BANKSHARES INC 220.15%0.15%0.16%Q1 2021Q2 20212
Curi RMB Capital, LLC 220.04%0.04%0.05%Q1 2024Q2 20242
Virtu Financial LLC 110.04%0.04%0.04%Q2 2018Q2 20181
HAZLETT, BURT & WATSON, INC. 110.09%0.09%0.09%Q1 2022Q1 20221
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q3 2018Q3 20181
Chicago Wealth Management, Inc. 110.26%0.26%0.26%Q4 2019Q4 20191
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Brookstone Capital Management 110.03%0.03%0.03%Q2 2020Q2 20201
Cornerstone Advisors, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
WEALTHSOURCE PARTNERS, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Busey Bank 110.19%0.19%0.19%Q4 2018Q4 20181
CAMDEN NATIONAL CORP 112.26%2.26%2.26%Q1 2021Q1 20211
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
WBI INVESTMENTS, LLC 110.54%0.54%0.54%Q4 2015Q4 20151
Cypress Wealth Services, LLC 110.08%0.08%0.08%Q2 2021Q2 20211
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Imprint Wealth LLC 110.16%0.16%0.16%Q1 2024Q1 20241
Freestone Capital Holdings, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Authentikos Wealth Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Propel Bio Management, LLC 110.50%0.50%0.50%Q4 2023Q4 20231
Pinnacle Advisory Group, Inc. 110.03%0.03%0.03%Q4 2017Q4 20171
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Larson Financial Group LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Argent Trust Co 110.07%0.07%0.07%Q4 2018Q4 20181
Wealthspire Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Liberty Mutual Group Asset Management Inc. 110.06%0.06%0.06%Q1 2022Q1 20221
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Camelot Portfolios, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Hershey Financial Advisers, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2024Q2 20241
WR Wealth Planners, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
MCDONALD PARTNERS LLC 110.81%0.81%0.81%Q4 2021Q4 20211
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
HARTLINE INVESTMENT CORP/ 110.04%0.04%0.04%Q1 2024Q1 20241
IBEX WEALTH ADVISORS 110.01%0.01%0.01%Q4 2016Q4 20161
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Five Oceans Advisors 110.68%0.68%0.68%Q2 2022Q2 20221
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Norway Savings Bank 110.01%0.01%0.01%Q3 2021Q3 20211
ADVISOR PARTNERS LLC 110.14%0.14%0.14%Q4 2021Q4 20211
Schubert & Co 110.03%0.03%0.03%Q1 2023Q1 20231
HRT FINANCIAL LP 110.01%0.01%0.01%Q3 2023Q3 20231
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SHEETS SMITH WEALTH MANAGEMENT 110.02%0.02%0.02%Q3 2023Q3 20231
Headlands Technologies LLC 110.01%0.01%0.01%Q1 2023Q1 20231
GRAND WEALTH MANAGEMENT, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
TRUST CO OF VERMONT 110.00%0.00%0.00%Q2 2019Q2 20191
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q2 2021Q2 20211
B.O.S.S. Retirement Advisors, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
NEW YORK STATE COMMON RETIREMENT FUND 110.03%0.03%0.03%Q3 2022Q3 20221
Prosperity Planning, Inc. 110.10%0.10%0.10%Q2 2022Q2 20221
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q4 2016Q4 20161
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2020Q3 20201
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.81%0.81%0.81%Q4 2021Q4 20211
Jane Street Holding, LLC 110.07%0.07%0.07%Q4 2013Q4 20131
CreativeOne Wealth, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Pinnacle Wealth Advisors 110.02%0.02%0.02%Q2 2021Q2 20211
Petix & Botte Co 110.07%0.07%0.07%Q1 2024Q1 20241
Strategic Wealth Management Group, LLC 110.15%0.15%0.15%Q1 2021Q1 20211
ADVISOR PARTNERS II, LLC 110.34%0.34%0.34%Q4 2022Q4 20221
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Cable Hill Partners, LLC 111.53%1.53%1.53%Q4 2017Q4 20171
Arjuna Capital 110.09%0.09%0.09%Q2 2022Q2 20221
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Kerntke Otto McGlone Wealth Management Group 110.00%0.00%0.00%Q4 2022Q4 20221
Blue Edge Capital, LLC 110.07%0.07%0.07%Q3 2022Q3 20221
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Seed Wealth Management, Inc. 110.65%0.65%0.65%Q2 2024Q2 20241
Processus Wealth & Capital Management, LLC 111.40%1.40%1.40%Q4 2023Q4 20231
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 110.00%0.00%0.00%Q2 2021Q2 20211
Dodds Wealth, LLC 111.35%1.35%1.35%Q4 2023Q4 20231
JGP Wealth Management, LLC 110.08%0.08%0.08%Q2 2024Q2 20241
SIGNATUREFD, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Paulson Wealth Management Inc. 110.08%0.08%0.08%Q4 2017Q4 20171
Godshalk Welsh Capital Management, Inc. 110.20%0.20%0.20%Q3 2017Q3 20171
SYMPHONY ASSET MANAGEMENT LLC 110.06%0.06%0.06%Q3 2016Q3 20161
Mosaic Family Wealth, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
BELLEVUE ASSET MANAGEMENT, LLC 110.07%0.07%0.07%Q1 2020Q1 20201
Cresset Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Harborview Advisors, LLC 110.30%0.30%0.30%Q4 2017Q4 20171
BRANDYWINE OAK PRIVATE WEALTH LLC 111.78%1.78%1.78%Q4 2018Q4 20181
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q4 2015Q4 20151
Whalen Wealth Management Inc. 112.20%2.20%2.20%Q2 2024Q2 20241
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Artemis Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Kovack Advisors, Inc. 110.03%0.03%0.03%Q2 2024Q2 20241
Goodwin Investment Advisory 110.03%0.03%0.03%Q4 2021Q4 20211
SCHRODER INVESTMENT MANAGEMENT GROUP 110.10%0.10%0.10%Q3 2022Q3 20221
ARQ WEALTH ADVISORS, LLC 110.22%0.22%0.22%Q4 2020Q4 20201
AMERICAN NATIONAL BANK & TRUST 110.02%0.02%0.02%Q3 2022Q3 20221
Tidemark, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
SVB WEALTH LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Coyle Financial Counsel LLC 110.38%0.38%0.38%Q2 2016Q2 20161
Gradient Investments LLC 110.00%0.00%0.00%Q1 2022Q1 20221
External links

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