ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 32320.00%0.01%0.02%Q4 2015Q3 202332
ROYAL BANK OF CANADA 31310.00%0.00%0.00%Q1 2016Q3 202331
UBS Group AG 31310.00%0.01%0.03%Q1 2016Q3 202331
LPL Financial LLC 29290.00%0.00%0.01%Q3 2016Q3 202329
ARGI Investment Services, LLC 29290.06%0.11%0.32%Q4 2015Q4 202229
WELLS FARGO & COMPANY/MN 28280.00%0.00%0.01%Q4 2016Q3 202328
COLONY GROUP LLC 28280.02%0.32%1.00%Q4 2016Q3 202328
Capital Advisors, Ltd. LLC 27270.02%0.11%0.20%Q1 2017Q3 202327
MORGAN STANLEY 26260.00%0.01%0.02%Q2 2017Q3 202326
Orgel Wealth Management, LLC 26260.08%1.19%2.86%Q2 2017Q3 202326
JANE STREET GROUP, LLC 1920.00%0.00%0.02%Q4 2016Q3 202326
CWM, LLC 1780.00%0.65%1.51%Q2 2017Q3 202325
Private Advisor Group, LLC 25250.00%0.02%0.10%Q2 2016Q2 202225
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 24240.00%0.00%0.01%Q4 2017Q3 202324
FOSTER & MOTLEY INC 24240.41%1.93%4.16%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.03%0.08%Q4 2017Q3 202324
Raymond James Financial Services Advisors, Inc. 24240.00%0.01%0.03%Q2 2017Q1 202324
SMITHBRIDGE ASSET MANAGEMENT INC/DE 23230.14%0.45%0.72%Q1 2018Q3 202323
MERIDIAN MANAGEMENT CO 22227.08%9.41%12.30%Q2 2018Q3 202322
Cetera Advisors LLC 1620.00%0.03%0.08%Q4 2017Q3 202322
RAYMOND JAMES & ASSOCIATES 22220.00%0.02%0.04%Q2 2018Q3 202322
First Command Advisory Services, Inc. 22220.11%1.03%5.30%Q2 2018Q3 202322
CENTAURUS FINANCIAL, INC. 22220.01%0.03%0.12%Q4 2017Q1 202322
Clearwater Capital Advisors, LLC 21210.18%3.83%5.70%Q3 2018Q3 202321
PHILLIPS FINANCIAL MANAGEMENT, LLC 21210.09%1.81%2.82%Q3 2018Q3 202321
BlackRock Inc. 2010.00%0.02%0.06%Q4 2015Q4 202221
BLAIR WILLIAM & CO/IL 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.07%1.20%Q3 2018Q3 202321
Strategic Financial Services, Inc, 21211.31%11.00%13.57%Q3 2018Q3 202321
BUCKINGHAM STRATEGIC WEALTH, LLC 1620.01%0.02%0.05%Q2 2018Q3 202320
ENVESTNET ASSET MANAGEMENT INC 20200.00%0.00%0.00%Q4 2018Q3 202320
Beirne Wealth Consulting Services, LLC 20200.38%1.92%2.98%Q4 2018Q3 202320
Integrated Wealth Concepts LLC 20200.02%1.08%4.59%Q4 2018Q3 202320
FMR LLC 1280.00%0.00%0.00%Q3 2018Q3 202320
Snowden Capital Advisors LLC 930.01%0.16%1.15%Q1 2018Q3 202320
US BANCORP \DE\ 20200.00%0.00%0.00%Q4 2018Q3 202320
Janney Montgomery Scott LLC 1540.00%0.01%0.02%Q4 2017Q3 202319
Mascoma Wealth Management LLC 1180.00%0.47%2.76%Q4 2017Q2 202319
Pflug Koory, LLC 19190.01%0.10%0.17%Q1 2019Q3 202319
MARK SHEPTOFF FINANCIAL PLANNING, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
Cedar Brook Financial Partners, LLC 1090.10%0.36%0.58%Q4 2018Q3 202319
CITIGROUP INC 1630.00%0.00%0.00%Q3 2018Q3 202319
MML INVESTORS SERVICES, LLC 1320.00%0.00%0.01%Q4 2017Q3 202319
AMERIPRISE FINANCIAL INC 1120.00%0.00%0.01%Q2 2017Q3 202319
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.00%Q3 2015Q3 202319
Capital Investment Advisory Services, LLC 1530.00%0.22%0.53%Q1 2019Q3 202318
LADENBURG THALMANN FINANCIAL SERVICES INC. 18180.00%0.01%0.07%Q3 2015Q4 201918
Atria Investments, Inc 1210.01%0.03%0.07%Q1 2017Q3 202318
Steward Partners Investment Advisory, LLC 18180.00%0.03%0.05%Q1 2018Q2 202218
AdvisorNet Financial, Inc 18180.01%0.04%0.17%Q2 2019Q3 202318
Inscription Capital, LLC 920.09%0.63%4.48%Q4 2018Q3 202317
IFP Advisors, Inc 810.00%0.00%0.00%Q1 2016Q2 202117
LINCOLN CAPITAL CORP 17170.82%1.92%2.20%Q3 2019Q3 202317
BALASA DINVERNO & FOLTZ LLC 17173.22%4.97%6.72%Q3 2018Q3 202217
Lehman & Derafelo Financial Resources LLC 16160.05%0.07%0.09%Q4 2018Q3 202216
Seascape Capital Management 16160.17%0.39%0.68%Q4 2019Q3 202316
RHS Financial, LLC 16160.38%2.50%4.17%Q4 2018Q3 202216
OSAIC HOLDINGS, INC. 15150.00%0.01%0.03%Q1 2020Q3 202315
MAGNOLIA CAPITAL ADVISORS LLC 1050.15%0.33%0.56%Q4 2019Q3 202315
LexAurum Advisors, LLC 15150.12%0.30%0.62%Q1 2020Q3 202315
First Ascent Asset Management, LLC 15150.06%1.22%2.01%Q4 2019Q2 202315
Wade Financial Advisory, Inc 1410.42%3.01%3.94%Q4 2019Q3 202315
Savant Capital, LLC 15150.01%0.08%0.24%Q1 2020Q3 202315
Princeton Global Asset Management LLC 1410.01%0.02%0.05%Q2 2019Q3 202315
Advisor Group, Inc. 15150.00%0.02%0.05%Q2 2016Q4 201915
Citadel Advisors 410.00%0.00%0.00%Q2 2016Q3 202315
BENJAMIN F. EDWARDS & COMPANY, INC. 14140.01%0.02%0.02%Q2 2017Q3 202014
Callan Capital, LLC 14142.45%3.34%4.33%Q2 2020Q3 202314
Baker Ellis Asset Management LLC 950.06%0.13%0.18%Q3 2017Q3 202314
SigFig Wealth Management, LLC 14140.05%0.10%0.19%Q2 2020Q3 202314
Citizens National Bank Trust Department 14140.63%0.95%1.38%Q2 2020Q3 202314
Riverpoint Wealth Management Holdings, LLC 14140.21%0.82%1.18%Q2 2018Q3 202114
CABOT WEALTH MANAGEMENT INC 14140.05%0.09%0.13%Q2 2020Q3 202314
NORTHWEST WEALTH MANAGEMENT, LLC 14140.07%0.17%0.24%Q1 2020Q2 202314
MUFG Americas Holdings Corp 13130.02%0.12%0.18%Q3 2019Q3 202213
Ancora Advisors LLC 13130.01%0.02%0.03%Q1 2017Q1 202013
THRIVENT FINANCIAL FOR LUTHERANS 13130.00%0.01%0.02%Q1 2019Q1 202213
Cribstone Capital Management, LLC 13130.04%2.26%3.23%Q2 2017Q2 202013
Creative Planning 13130.00%0.01%0.01%Q3 2020Q3 202313
HALBERT HARGROVE GLOBAL ADVISORS, LLC 13130.04%0.37%0.80%Q3 2020Q3 202313
Allworth Financial LP 12120.00%0.03%0.19%Q4 2020Q3 202312
Destiny Wealth Partners, LLC 12120.05%0.08%0.15%Q4 2020Q3 202312
Bigelow Investment Advisors, LLC 12120.22%0.53%0.75%Q4 2017Q3 202012
CAPTRUST FINANCIAL ADVISORS 12120.01%0.01%0.03%Q4 2020Q3 202312
OLD MISSION CAPITAL LLC 310.01%0.08%0.19%Q3 2017Q2 202312
OneDigital Investment Advisors LLC 12120.01%0.02%0.03%Q3 2019Q2 202212
ForthRight Wealth Management, LLC 12120.13%0.23%0.38%Q4 2020Q3 202312
CX Institutional 720.01%0.01%0.02%Q1 2020Q2 202312
Wescott Financial Advisory Group, LLC 12120.28%0.37%0.51%Q4 2020Q3 202312
Rockefeller Capital Management L.P. 1110.00%0.00%0.00%Q4 2019Q3 202312
Stratos Wealth Partners, LTD. 11110.01%0.02%0.03%Q3 2017Q1 202011
Global Retirement Partners, LLC 740.00%0.00%0.00%Q4 2020Q3 202311
NewEdge Advisors, LLC 740.00%0.05%0.13%Q3 2018Q3 202311
First Command Bank 810.00%0.01%0.04%Q2 2018Q4 202211
Cornerstone Wealth Management, LLC 11110.05%0.24%0.78%Q2 2017Q4 201911
PINNACLE ASSOCIATES LTD 11110.01%0.01%0.02%Q4 2019Q2 202211
Pinnacle Wealth Management Advisory Group, LLC 11110.03%0.11%0.29%Q4 2019Q2 202211
Aspire Private Capital, LLC 11110.00%0.01%0.03%Q1 2021Q3 202311
First Command Financial Services, Inc. 810.00%0.65%3.59%Q2 2018Q4 202211
HighTower Advisors, LLC 610.00%0.01%0.02%Q3 2017Q3 202311
Well Done, LLC 10100.57%1.82%2.68%Q1 2018Q2 202010
Summit Financial, LLC 10100.05%0.49%1.12%Q2 2021Q3 202310
Wealthspire Advisors, LLC 910.01%0.01%0.01%Q1 2021Q3 202310
GOLDMAN SACHS GROUP INC 710.00%0.00%0.00%Q4 2015Q3 202210
BANK OF MONTREAL /CAN/ 710.00%0.00%0.00%Q4 2018Q3 202310
CAPITAL ONE FINANCIAL CORP 990.18%0.66%0.91%Q1 2020Q1 20229
FLOW TRADERS U.S. LLC 420.01%0.06%0.15%Q2 2020Q2 20239
Keystone Financial Group 990.06%0.39%0.71%Q2 2018Q2 20209
Dorsey & Whitney Trust CO LLC 990.02%0.03%0.05%Q1 2021Q1 20239
PNC FINANCIAL SERVICES GROUP, INC. 720.00%0.00%0.00%Q4 2018Q3 20239
TRUSTCORE FINANCIAL SERVICES, LLC 990.00%0.00%0.00%Q1 2019Q1 20219
SYM FINANCIAL Corp 990.14%0.19%0.23%Q1 2018Q1 20209
MBE Wealth Management, LLC 880.12%0.57%1.99%Q4 2019Q3 20218
Horan Securities, Inc. 710.08%0.10%0.14%Q2 2021Q2 20238
Blueprint Investment Partners LLC 880.06%0.08%0.11%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Strategic Wealth Management Group, LLC 710.15%3.67%4.67%Q4 2018Q2 20218
Lowe Wealth Advisors, LLC 880.00%0.00%0.00%Q3 2018Q2 20208
Berman Capital Advisors, LLC 880.03%3.73%8.95%Q1 2018Q4 20198
Quantitative Advantage, LLC 880.03%0.04%0.04%Q2 2021Q1 20238
Mariner, LLC 410.00%0.00%0.00%Q2 2019Q3 20238
Horizon Family Wealth, Inc. 881.99%2.74%3.01%Q4 2021Q3 20238
ASSETMARK, INC 310.00%0.00%0.00%Q4 2020Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
EWG Elevate Inc. 880.13%0.23%0.29%Q4 2021Q3 20238
GREENLEAF TRUST 880.01%0.01%0.01%Q2 2018Q1 20208
Summit X, LLC 880.04%0.41%0.80%Q4 2018Q3 20208
Clarkston Capital Partners, LLC 880.00%0.00%0.00%Q3 2020Q2 20228
Aspire Wealth Management Corp 880.03%0.04%0.04%Q4 2021Q3 20238
Arkadios Wealth Advisors 880.00%0.00%0.00%Q4 2019Q3 20218
HB Wealth Management, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Asset Planning Services, Ltd. 770.02%0.02%0.02%Q1 2018Q3 20197
Lucia Wealth Services, LLC 770.08%0.25%0.33%Q3 2018Q1 20207
NEXT Financial Group, Inc 770.00%0.01%0.03%Q3 2018Q1 20207
Prestige Wealth Management Group LLC 770.00%0.63%0.96%Q4 2018Q2 20207
Clark Capital Management Group, Inc. 770.08%0.11%0.13%Q3 2017Q1 20197
Venturi Wealth Management, LLC 770.04%0.32%0.65%Q2 2017Q4 20187
ClearBridge Investments 770.00%0.00%0.00%Q1 2018Q3 20197
Stone House Investment Management, LLC 771.26%3.29%4.62%Q1 2018Q3 20197
Coulter & Justus Financial Services, LLC 615.33%7.28%9.69%Q4 2021Q3 20237
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Wealthcare Advisory Partners LLC 610.00%0.02%0.03%Q3 2018Q1 20217
Mosaic Family Wealth, LLC 770.14%0.23%0.30%Q3 2018Q1 20207
CLEAR INVESTMENT RESEARCH, LLC 770.01%0.03%0.04%Q3 2018Q1 20207
Ascent Wealth Partners, LLC 430.08%0.08%0.09%Q4 2021Q3 20237
Kestra Advisory Services, LLC 410.00%0.00%0.01%Q4 2020Q3 20237
TCTC Holdings, LLC 770.00%0.00%0.00%Q2 2020Q4 20217
GFG Capital, LLC 770.46%2.35%5.60%Q4 2019Q2 20217
SIGNATUREFD, LLC 430.00%0.01%0.01%Q1 2018Q4 20207
Clearshares LLC 772.38%3.77%4.49%Q4 2017Q2 20197
Spire Wealth Management 660.00%0.00%0.00%Q1 2021Q2 20226
Homrich & Berg 660.02%0.03%0.03%Q2 2020Q3 20216
Hennion & Walsh Asset Management, Inc. 660.48%0.53%0.58%Q3 2021Q4 20226
Virtu KCG Holdings LLC 660.01%0.02%0.05%Q1 2016Q2 20176
RVW Wealth, LLC 510.01%0.32%0.86%Q1 2019Q3 20236
DEUTSCHE BANK AG\ 420.00%0.00%0.00%Q1 2019Q2 20216
Merit Financial Group, LLC 660.02%0.03%0.04%Q2 2022Q3 20236
MCF Advisors LLC 660.00%0.00%0.00%Q3 2017Q4 20186
Strategic Wealth Partners, Ltd. 660.01%0.01%0.02%Q4 2017Q1 20196
Qube Research & Technologies Ltd 310.00%0.01%0.02%Q1 2020Q2 20236
Parallel Advisors, LLC 660.00%0.01%0.01%Q4 2018Q1 20206
BROWN BROTHERS HARRIMAN & CO 660.00%0.00%0.00%Q2 2022Q3 20236
Stokes Family Office, LLC 663.27%3.47%3.85%Q2 2022Q3 20236
Kingsview Wealth Management, LLC 660.01%0.06%0.08%Q2 2022Q3 20236
MORRIS FINANCIAL CONCEPTS, INC. 660.00%0.00%0.00%Q4 2021Q1 20236
Baird Financial Group, Inc. 550.00%0.01%0.01%Q4 2018Q4 20195
Cambridge Investment Research Advisors, Inc. 310.00%0.00%0.01%Q1 2018Q4 20195
Ruggie Capital Group 410.18%0.57%1.34%Q2 2018Q3 20195
GeoWealth Management, LLC 550.32%0.86%1.59%Q3 2022Q3 20235
Golden State Wealth Management, LLC 320.00%0.02%0.08%Q1 2019Q2 20205
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 550.05%0.24%0.37%Q1 2019Q1 20205
Retirement Group, LLC 410.01%0.01%0.01%Q4 2019Q1 20215
BOYS ARNOLD & CO INC 550.05%0.05%0.06%Q4 2018Q4 20195
RPTC Inc. 550.72%2.51%3.68%Q3 2017Q3 20185
Smart Money Group LLC 550.35%1.04%3.35%Q4 2017Q4 20185
J.P. Morgan Private Wealth Advisors LLC 550.00%0.07%0.18%Q1 2018Q1 20195
GHP Investment Advisors, Inc. 550.00%0.00%0.01%Q1 2022Q1 20235
Concord Wealth Partners 210.00%0.00%0.00%Q4 2021Q3 20235
Parkwood LLC 553.50%3.76%3.92%Q2 2016Q2 20175
Partnervest Advisory Services LLC 550.13%0.14%0.16%Q2 2018Q2 20195
55I, LLC 310.01%0.01%0.02%Q3 2020Q3 20225
SG Americas Securities, LLC 310.00%0.01%0.01%Q4 2016Q4 20185
Sage Mountain Advisors LLC 550.15%0.19%0.23%Q3 2022Q3 20235
Brio Consultants, LLC 550.90%0.94%0.97%Q3 2022Q3 20235
Huber Financial Advisors, LLC 550.11%0.56%0.93%Q1 2019Q1 20205
M&T BANK CORP 310.01%0.01%0.01%Q1 2019Q1 20204
Arden Trust Co 442.24%3.38%4.04%Q1 2023Q4 20234
Watson Rebecca 440.15%0.18%0.22%Q4 2019Q3 20204
Equitable Holdings, Inc. 440.01%0.02%0.03%Q4 2019Q3 20204
Thrive Wealth Management, LLC 441.99%2.20%2.48%Q4 2022Q3 20234
Corient Private Wealth LLC 440.15%0.17%0.22%Q4 2022Q3 20234
Cetera Advisor Networks LLC 310.00%0.04%0.07%Q4 2018Q2 20204
Farther Finance Advisors, LLC 440.27%0.36%0.40%Q4 2022Q3 20234
Quent Capital, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Tolleson Wealth Management, Inc. 447.40%12.46%14.36%Q4 2022Q3 20234
Clarus Wealth Advisors 440.06%0.12%0.20%Q3 2018Q2 20194
SILVERCREST ASSET MANAGEMENT GROUP LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
Beacon Pointe Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Keebeck Wealth Management, LLC 441.60%2.08%2.30%Q3 2020Q2 20214
PARK AVENUE SECURITIES LLC 310.00%0.00%0.00%Q2 2022Q3 20234
SageView Advisory Group, LLC 440.04%0.09%0.18%Q4 2022Q3 20234
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
COWA, LLC 440.47%0.67%0.78%Q3 2021Q2 20224
JPMORGAN CHASE & CO 440.00%0.00%0.00%Q4 2022Q3 20234
Rockwood Wealth Management, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
TD Waterhouse Canada Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
Tranquility Partners, LLC 440.43%0.70%0.89%Q2 2019Q1 20204
Estate Counselors, LLC 440.47%0.67%0.80%Q1 2019Q4 20194
Csenge Advisory Group 440.08%0.11%0.14%Q2 2018Q1 20194
Heritage Trust Co 440.07%0.07%0.07%Q1 2018Q4 20184
DFPG INVESTMENTS, LLC 440.14%0.17%0.23%Q4 2022Q3 20234
CFO4Life, L.P. 440.49%0.81%1.12%Q1 2016Q4 20164
VSR Financial Services, Inc. 330.04%0.23%0.48%Q4 2015Q2 20163
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Unison Advisors LLC 330.12%0.13%0.15%Q3 2020Q1 20213
Sound Income Strategies, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 336.90%7.93%9.01%Q1 2019Q3 20193
Commonwealth Equity Services, Inc 330.00%0.00%0.00%Q1 2017Q3 20173
WOODMONT INVESTMENT COUNSEL LLC 330.08%0.11%0.14%Q1 2018Q3 20183
Kathmere Capital Management, LLC 210.02%0.09%0.23%Q4 2019Q4 20203
Foundations Investment Advisors, LLC 330.09%0.20%0.40%Q2 2020Q4 20203
Acropolis Investment Management, LLC 330.29%0.30%0.32%Q1 2023Q3 20233
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q2 2016Q4 20193
Capital One Investing, Inc. 210.17%0.26%0.38%Q4 2018Q3 20193
WealthShield Partners, LLC 330.00%0.00%0.00%Q1 2020Q3 20203
AVANTAX ADVISORY SERVICES, INC. 210.01%0.01%0.01%Q3 2020Q3 20233
Lehman Financial Resources, Inc. 330.10%0.11%0.12%Q1 2018Q3 20183
Parkside Financial Bank & Trust 330.02%0.02%0.02%Q1 2023Q3 20233
SPINNAKER TRUST 222.72%2.88%3.03%Q2 2018Q3 20182
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
FIRST MERCHANTS CORP 220.05%0.05%0.05%Q1 2019Q2 20192
WealthBridge Capital Management, LLC 220.03%0.03%0.03%Q4 2018Q1 20192
QUADRANT CAPITAL GROUP LLC 220.01%0.02%0.02%Q4 2020Q1 20212
MSI Financial Services Inc 220.00%0.00%0.00%Q2 2016Q3 20162
Providence Capital Advisors, LLC 110.00%0.01%0.02%Q4 2020Q3 20232
Bank of New York Mellon Corp 110.00%0.00%0.00%Q4 2018Q4 20192
Atria Wealth Solutions, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Wealthquest Corp 220.08%0.08%0.08%Q1 2019Q2 20192
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2018Q4 20182
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2017Q2 20182
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Gradient Investments LLC 110.00%0.00%0.00%Q3 2018Q1 20192
BUCKINGHAM STRATEGIC PARTNERS, LLC 220.02%0.02%0.03%Q1 2022Q2 20222
Cerity Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
ERn Financial, LLC 220.17%0.19%0.20%Q3 2021Q4 20212
Horan Capital Advisors, LLC. 110.09%0.09%0.09%Q3 2020Q2 20212
Dynamic Advisor Solutions LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q4 20222
J.W. COLE ADVISORS, INC. 220.02%0.02%0.02%Q2 2023Q3 20232
Goelzer Investment Management, Inc. 220.03%0.07%0.11%Q1 2019Q2 20192
HL FINANCIAL SERVICES LLC 220.03%0.03%0.03%Q4 2018Q1 20192
HUNTINGTON NATIONAL BANK 220.00%0.00%0.00%Q4 2019Q1 20202
Pallas Capital Advisors LLC 220.02%0.03%0.03%Q2 2021Q3 20212
STIFEL FINANCIAL CORP 220.00%0.00%0.00%Q2 2018Q3 20182
Cordasco Financial Network 220.01%0.01%0.02%Q4 2018Q1 20192
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q1 2023Q3 20232
SeaCrest Wealth Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Johnson Financial Group, LLC 220.24%0.24%0.25%Q2 2021Q3 20212
Avestar Capital, LLC 220.04%0.08%0.12%Q2 2023Q3 20232
tru Independence LLC 110.02%0.13%0.24%Q2 2020Q4 20202
Renaissance Technologies 110.00%0.00%0.00%Q1 2021Q3 20212
OLD MISSION CAPITAL, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
IEQ CAPITAL, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
SouthState Corp 110.00%0.00%0.00%Q2 2022Q2 20221
WASHINGTON TRUST Co 110.00%0.00%0.00%Q4 2020Q4 20201
PRINCIPAL FINANCIAL GROUP INC 110.03%0.03%0.03%Q4 2020Q4 20201
Mendel Capital Management LLC 110.32%0.32%0.32%Q1 2023Q1 20231
WJ Wealth Management, LLC 113.36%3.36%3.36%Q1 2023Q1 20231
Ergawealth Advisors, Inc. 110.23%0.23%0.23%Q4 2022Q4 20221
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Kore Private Wealth LLC 110.00%0.00%0.00%Q4 2018Q4 20181
CENTRAL TRUST Co 110.00%0.00%0.00%Q3 2023Q3 20231
BRR OpCo, LLC 114.15%4.15%4.15%Q3 2022Q3 20221
BESSEMER GROUP INC 110.00%0.00%0.00%Q2 2023Q2 20231
STEPHENS GROUP ASSET MANAGEMENT, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
CAPITAL ONE, NATIONAL ASSOCIATION 110.14%0.14%0.14%Q4 2019Q4 20191
1 NORTH WEALTH SERVICES LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Certified Advisory Corp 110.01%0.01%0.01%Q3 2018Q3 20181
Geneos Wealth Management Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Financial Engines Advisors L.L.C. 110.00%0.00%0.00%Q3 2018Q3 20181
Great Diamond Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
LS Investment Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
IFG Advisory, LLC 111.30%1.30%1.30%Q4 2017Q4 20171
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q3 2023Q3 20231
SIENA CAPITAL LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Biltmore Family Office, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Virtu Financial LLC 110.05%0.05%0.05%Q3 2017Q3 20171
Reliant Wealth Planning 117.88%7.88%7.88%Q4 2019Q4 20191
SII INVESTMENTS INC/WI 110.04%0.04%0.04%Q4 2017Q4 20171
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Garrett Wealth Advisory Group, LLC 110.05%0.05%0.05%Q3 2019Q3 20191
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CFO4Life Group, LLC 110.22%0.22%0.22%Q1 2017Q1 20171
BANK OF NOVA SCOTIA 110.01%0.01%0.01%Q2 2018Q2 20181
Advisory Services Network, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q3 2018Q3 20181
Biltmore Capital Advisors LLC 113.72%3.72%3.72%Q4 2018Q4 20181
BlackRock Fund Advisors 110.01%0.01%0.01%Q4 2016Q4 20161
Stewardship Financial Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Gryphon Financial Partners LLC 110.15%0.15%0.15%Q4 2018Q4 20181
Alera Investment Advisors, LLC 110.20%0.20%0.20%Q4 2018Q4 20181
American Portfolios Advisors 110.00%0.00%0.00%Q1 2019Q1 20191
CABANA LLC 110.01%0.01%0.01%Q2 2020Q2 20201
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q4 2018Q4 20181
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Bartlett & Co. LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Kabarec Financial Advisors, Ltd. 110.13%0.13%0.13%Q2 2018Q2 20181
AMERICAN INTERNATIONAL GROUP, INC. 110.00%0.00%0.00%Q1 2016Q1 20161
Claybrook Capital, LLC 110.57%0.57%0.57%Q4 2018Q4 20181
IAG Wealth Partners, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
BLACKROCK ADVISORS LLC 110.03%0.03%0.03%Q4 2016Q4 20161
External links

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