ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
LPL Financial LLC 29290.00%0.00%0.00%Q3 2016Q3 202329
ROYAL BANK OF CANADA 28280.00%0.00%0.00%Q4 2016Q3 202328
BANK OF AMERICA CORP /DE/ 2610.00%0.00%0.00%Q2 2015Q3 202327
JANE STREET GROUP, LLC 1010.00%0.00%0.01%Q1 2016Q3 202323
COMMONWEALTH EQUITY SERVICES, LLC 23230.00%0.01%0.02%Q1 2018Q3 202323
SYM FINANCIAL Corp 2210.02%0.17%0.67%Q4 2017Q3 202323
Capital Advisors, Ltd. LLC 22220.01%0.02%0.03%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Bank of New York Mellon Corp 20200.00%0.00%0.00%Q4 2018Q3 202320
RHS Financial, LLC 20200.46%1.78%3.97%Q4 2018Q3 202320
ENVESTNET ASSET MANAGEMENT INC 20200.00%0.00%0.01%Q4 2018Q3 202320
First Horizon Advisors, Inc. 1460.00%0.00%0.00%Q3 2018Q3 202320
FLOW TRADERS U.S. LLC 510.01%0.16%0.43%Q2 2017Q3 202320
Chicago Partners Investment Group LLC 20200.04%0.07%0.14%Q4 2018Q3 202320
Trilogy Capital Inc. 20200.35%0.40%0.50%Q4 2018Q3 202320
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.02%0.04%Q1 2019Q3 202319
WELLS FARGO & COMPANY/MN 18180.00%0.00%0.00%Q2 2019Q3 202318
LADENBURG THALMANN FINANCIAL SERVICES INC. 17170.00%0.00%0.01%Q4 2015Q4 201917
ARGI Investment Services, LLC 17170.78%1.00%1.11%Q4 2018Q4 202217
SENTINEL PENSION ADVISORS INC 15150.09%0.58%1.54%Q1 2020Q3 202315
1832 Asset Management L.P. 15150.00%0.00%0.00%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
UBS Group AG 310.00%0.00%0.00%Q4 2015Q4 202214
Baldrige Asset Management LLC 1310.48%0.76%1.18%Q3 2019Q1 202314
Princeton Global Asset Management LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
BEAM WEALTH ADVISORS, INC. 1030.14%0.69%1.07%Q1 2020Q2 202313
CGN Advisors LLC 13130.34%0.73%1.08%Q4 2020Q4 202313
MORGAN STANLEY 1030.00%0.00%0.00%Q4 2017Q3 202313
Certified Advisory Corp 1120.04%0.17%0.27%Q1 2020Q3 202313
Klaas Financial Asset Advisors, LLC 12120.61%0.68%0.95%Q4 2020Q3 202312
Allworth Financial LP 12120.00%0.02%0.04%Q4 2020Q3 202312
Horan Securities, Inc. 740.01%0.03%0.09%Q3 2020Q2 202311
Citadel Advisors 210.00%0.00%0.00%Q3 2017Q3 202311
CAPTRUST FINANCIAL ADVISORS 11110.01%0.04%0.13%Q1 2021Q3 202311
Smart Money Group LLC 10100.19%1.01%1.95%Q1 2020Q2 202210
Regal Investment Advisors LLC 10100.05%0.07%0.10%Q2 2021Q3 202310
EXENCIAL WEALTH ADVISORS, LLC 820.01%0.02%0.03%Q1 2021Q3 202310
FMR LLC 310.00%0.00%0.00%Q4 2018Q3 20239
Professional Financial Advisors, LLC 990.02%0.03%0.05%Q3 2020Q3 20229
PINNACLE ASSOCIATES LTD 720.00%0.02%0.03%Q4 2018Q1 20219
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Waverly Advisors, LLC 880.02%0.04%0.06%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Bedel Financial Consulting, Inc. 880.01%0.38%0.76%Q3 2021Q2 20238
McAdam, LLC 880.11%0.24%0.33%Q4 2021Q3 20238
Wolff Financial Management LLC 880.15%0.24%0.36%Q3 2021Q2 20238
Raymond James Financial Services Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.04%0.11%0.30%Q4 2021Q3 20238
Coulter & Justus Financial Services, LLC 610.72%4.55%8.96%Q4 2021Q3 20237
ARBOR CAPITAL MANAGEMENT INC /ADV 770.18%0.22%0.26%Q4 2021Q2 20237
Well Done, LLC 770.06%0.07%0.07%Q2 2018Q4 20197
Beacon Pointe Advisors, LLC 770.13%0.19%0.22%Q1 2022Q3 20237
GHP Investment Advisors, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
MML INVESTORS SERVICES, LLC 610.00%0.00%0.01%Q3 2019Q3 20237
Evensky & Katz LLC 770.06%0.38%0.48%Q4 2018Q2 20207
Beaird Harris Wealth Management, LLC 770.03%0.62%1.04%Q1 2022Q3 20237
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 770.00%0.00%0.00%Q1 2022Q3 20237
Horizon Investment Services, LLC 660.29%0.32%0.34%Q2 2022Q3 20236
NEXT Financial Group, Inc 660.01%0.01%0.03%Q3 2018Q4 20196
WADDELL & ASSOCIATES, LLC 663.66%5.02%5.64%Q2 2022Q3 20236
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q4 2016Q3 20236
Dynamic Advisor Solutions LLC 420.01%0.05%0.10%Q3 2020Q3 20236
Index Fund Advisors, Inc. 420.03%0.04%0.05%Q4 2021Q3 20236
Advisor Group, Inc. 660.00%0.00%0.01%Q4 2017Q1 20196
Private Advisor Group, LLC 410.00%0.01%0.01%Q1 2019Q1 20226
FINANCIAL MANAGEMENT NETWORK INC 660.13%0.69%0.94%Q1 2022Q2 20236
THRIVENT FINANCIAL FOR LUTHERANS 660.00%0.00%0.00%Q4 2020Q1 20226
Pinnacle Wealth Management Advisory Group, LLC 660.29%0.37%0.42%Q4 2018Q1 20206
Parcion Private Wealth LLC 550.10%0.11%0.11%Q3 2022Q3 20235
SHINE INVESTMENT ADVISORY SERVICES INC 550.04%4.65%6.75%Q3 2019Q3 20205
Janney Capital Management LLC 550.08%0.09%0.10%Q4 2019Q4 20205
OLD MISSION CAPITAL LLC 210.00%0.02%0.06%Q1 2022Q3 20235
Sowell Financial Services LLC 550.05%0.08%0.11%Q3 2022Q3 20235
Retirement Group, LLC 550.00%0.01%0.01%Q1 2021Q1 20225
Integrated Investment Consultants, LLC 550.29%0.32%0.33%Q3 2022Q3 20235
Cambridge Investment Research Advisors, Inc. 550.00%0.01%0.01%Q3 2022Q3 20235
Integrated Wealth Concepts LLC 410.01%0.01%0.02%Q1 2020Q3 20235
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 550.02%0.02%0.03%Q3 2021Q3 20225
HighTower Advisors, LLC 410.00%0.02%0.03%Q1 2022Q3 20235
UMB Bank, n.a. 550.00%0.00%0.00%Q4 2021Q4 20225
IFP Advisors, Inc 440.00%0.00%0.00%Q1 2022Q4 20224
Financial Freedom, LLC 440.04%0.32%0.47%Q4 2022Q3 20234
Breakwater Capital Group 440.09%0.16%0.23%Q4 2022Q3 20234
Insight Advisors, LLC/ PA 440.07%0.16%0.32%Q4 2022Q3 20234
Richard P Slaughter Associates Inc 440.94%1.14%1.38%Q1 2023Q4 20234
FIRST HAWAIIAN BANK 440.10%0.11%0.11%Q1 2022Q4 20224
Intelligence Driven Advisers, LLC 443.24%3.64%4.03%Q4 2022Q3 20234
Compton Wealth Advisory Group, LLC 440.18%0.20%0.20%Q4 2018Q3 20194
AllGen Financial Advisors, Inc. 441.29%2.47%2.96%Q4 2022Q3 20234
Atria Wealth Solutions, Inc. 440.02%0.02%0.03%Q2 2022Q1 20234
MORRIS FINANCIAL CONCEPTS, INC. 440.06%0.07%0.08%Q4 2022Q3 20234
Bogart Wealth, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.14%0.17%0.20%Q4 2022Q3 20234
BlackRock Inc. 440.00%0.00%0.00%Q2 2019Q1 20204
Eagle Strategies LLC 440.27%0.49%0.61%Q4 2022Q3 20234
Systelligence, LLC 440.33%0.51%0.99%Q3 2022Q2 20234
BSW Wealth Partners 440.34%0.35%0.36%Q4 2022Q3 20234
Ten Capital Wealth Advisors, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 440.00%0.01%0.01%Q4 2022Q3 20234
GeoWealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Commonwealth Equity Services, Inc 330.01%0.01%0.01%Q2 2015Q4 20153
McKinley Carter Wealth Services, Inc. 330.53%0.62%0.71%Q1 2023Q3 20233
Equitable Holdings, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Kingsview Wealth Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Financial Strategies Group, Inc. 331.76%1.86%1.97%Q1 2023Q3 20233
Spruce Investment Advisors LLC 332.08%5.14%7.34%Q2 2017Q4 20173
Amplius Wealth Advisors, LLC 330.04%0.04%0.04%Q4 2022Q2 20233
CWM, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
MONECO Advisors, LLC 330.07%0.13%0.16%Q1 2023Q3 20233
VISTA INVESTMENT MANAGEMENT 330.13%0.17%0.21%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.46%0.47%0.48%Q4 2022Q3 20233
Global Retirement Partners, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Belpointe Asset Management LLC 110.01%0.02%0.02%Q2 2022Q1 20232
Red Cedar Capital, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q4 2021Q3 20232
Cerity Partners LLC 220.02%0.07%0.13%Q2 2023Q3 20232
Orion Portfolio Solutions, LLC 110.00%0.01%0.01%Q1 2020Q2 20212
PBMares Wealth Management LLC 220.14%0.16%0.19%Q1 2021Q2 20212
FIFTH THIRD BANCORP 220.00%0.00%0.00%Q1 2022Q2 20222
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q4 2019Q1 20202
GOLDMAN SACHS GROUP INC 220.00%0.00%0.00%Q4 2020Q1 20212
Independent Advisor Alliance 220.03%0.03%0.03%Q2 2023Q3 20232
TCI Wealth Advisors, Inc. 220.01%0.01%0.01%Q2 2022Q3 20222
HBC Financial Services, PLLC 220.00%0.00%0.00%Q2 2023Q3 20232
RWA WEALTH PARTNERS, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
Cetera Advisor Networks LLC 110.00%0.00%0.01%Q2 2020Q3 20232
Modera Wealth Management, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Claybrook Capital, LLC 110.07%0.07%0.07%Q4 2018Q4 20181
Horan Capital Advisors, LLC. 110.00%0.00%0.00%Q3 2020Q3 20201
NewEdge Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2020Q3 20201
Parallel Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
CFO4Life Group, LLC 110.44%0.44%0.44%Q4 2022Q4 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Wagner Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Bridge Advisory, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Beacon Harbor Wealth Advisors, Inc. 111.30%1.30%1.30%Q3 2021Q3 20211
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q1 2020Q1 20201
BEDEL FINANCIAL CONSULTING INC 110.64%0.64%0.64%Q3 2023Q3 20231
Addison Advisors LLC 110.06%0.06%0.06%Q2 2022Q2 20221
LIBRA WEALTH LLC 117.20%7.20%7.20%Q4 2022Q4 20221
Capital Investment Advisory Services, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Savior LLC 110.04%0.04%0.04%Q4 2019Q4 20191
CAPITAL WEALTH MANAGEMENT, LLC 111.37%1.37%1.37%Q4 2022Q4 20221
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q3 2023Q3 20231
US BANCORP \DE\ 110.00%0.00%0.00%Q2 2023Q2 20231
Asset Dedication, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q3 2022Q3 20221
Intergy Private Wealth, LLC 110.36%0.36%0.36%Q2 2022Q2 20221
KWMG, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
CFO4Life, L.P. 110.44%0.44%0.44%Q4 2022Q4 20221
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
Affiance Financial, LLC 111.16%1.16%1.16%Q4 2022Q4 20221
B. Riley Wealth Advisors, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
RAYMOND JAMES & ASSOCIATES 110.00%0.00%0.00%Q3 2022Q3 20221
OLD MISSION CAPITAL, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
External links

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