ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 2720.00%0.00%0.00%Q2 2015Q3 202329
LPL Financial LLC 27270.00%0.00%0.00%Q1 2017Q3 202327
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.03%Q4 2017Q3 202324
ROYAL BANK OF CANADA 23230.00%0.00%0.00%Q1 2018Q3 202323
FLOW TRADERS U.S. LLC 1110.03%0.17%0.41%Q1 2017Q3 202323
Creative Planning 23230.00%0.01%0.02%Q1 2018Q3 202323
SYM FINANCIAL Corp 22220.06%2.15%34.87%Q2 2018Q3 202322
Lee Financial Co 22220.00%0.00%0.00%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
JANE STREET GROUP, LLC 610.00%0.00%0.01%Q1 2017Q3 202320
WADDELL & ASSOCIATES, LLC 20200.05%4.06%12.27%Q4 2018Q3 202320
Camarda Financial Advisors, LLC 19190.74%1.25%1.75%Q1 2019Q3 202319
UBS Group AG 320.00%0.00%0.00%Q1 2016Q3 202317
COLONY GROUP LLC 16160.00%0.01%0.01%Q3 2018Q2 202216
LADENBURG THALMANN FINANCIAL SERVICES INC. 1240.00%0.00%0.02%Q4 2015Q4 201916
IFP Advisors, Inc 810.00%0.00%0.00%Q2 2017Q3 202216
WELLS FARGO & COMPANY/MN 16160.00%0.00%0.00%Q2 2019Q1 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.02%Q1 2020Q3 202315
Cambridge Investment Research Advisors, Inc. 1230.00%0.01%0.03%Q4 2017Q4 202215
ARQ WEALTH ADVISORS, LLC 15150.17%3.03%4.08%Q1 2020Q3 202315
Darwin Wealth Management, LLC 14140.08%0.95%2.29%Q2 2020Q3 202314
HSBC HOLDINGS PLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Citadel Advisors 510.00%0.00%0.00%Q3 2018Q3 202312
Insight Advisors, LLC/ PA 12120.09%0.14%0.18%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 740.02%0.03%0.03%Q4 2020Q3 202311
Royal Fund Management, LLC 10100.02%0.62%0.86%Q4 2017Q1 202010
Allworth Financial LP 10100.00%0.00%0.00%Q2 2021Q3 202310
Colonial Trust Advisors 640.02%0.03%0.03%Q4 2020Q3 202310
Burt Wealth Advisors 510.01%0.09%0.35%Q2 2020Q3 20239
Equitable Holdings, Inc. 990.01%0.01%0.01%Q4 2019Q4 20219
Independent Wealth Network Inc. 990.23%0.30%0.35%Q3 2021Q3 20239
Professional Financial Advisors, LLC 990.00%0.00%0.00%Q3 2020Q3 20229
Sepio Capital, LP 530.02%0.02%0.02%Q2 2021Q2 20238
MML INVESTORS SERVICES, LLC 880.00%0.00%0.00%Q2 2020Q1 20228
OLD MISSION CAPITAL LLC 710.02%0.03%0.09%Q3 2021Q3 20238
Elevated Capital Advisors, LLC 510.07%0.26%0.64%Q1 2019Q3 20238
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Coulter & Justus Financial Services, LLC 611.81%1.95%2.07%Q4 2021Q3 20237
Beacon Pointe Advisors, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Klaas Financial Asset Advisors, LLC 660.56%0.64%0.90%Q4 2020Q1 20226
ENVESTNET ASSET MANAGEMENT INC 660.00%0.00%0.00%Q4 2020Q1 20226
DGS Capital Management, LLC 662.39%2.70%3.06%Q4 2021Q1 20236
ALLIANCEBERNSTEIN L.P. 660.00%0.00%0.00%Q2 2020Q3 20216
Advisory Services Network, LLC 210.00%0.00%0.00%Q4 2019Q1 20236
Robertson Stephens Wealth Management, LLC 550.11%0.36%0.60%Q3 2019Q3 20205
MSI Financial Services Inc 550.01%0.01%0.01%Q4 2015Q4 20165
MAGNOLIA CAPITAL ADVISORS LLC 410.08%0.16%0.26%Q1 2022Q2 20235
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q2 2019Q4 20225
Worth Financial Advisory Group, LLC 440.20%0.24%0.31%Q4 2022Q3 20234
Belpointe Asset Management LLC 220.02%0.02%0.02%Q1 2021Q1 20234
Patriot Financial Group Insurance Agency, LLC 330.00%0.01%0.01%Q3 2018Q1 20193
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
Steward Partners Investment Advisory, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
SIGNET FINANCIAL MANAGEMENT, LLC 210.01%0.02%0.03%Q2 2018Q4 20213
MORGAN STANLEY 210.00%0.00%0.00%Q1 2022Q2 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Simplicity Solutions, LLC 220.05%0.05%0.06%Q4 2019Q1 20202
FMR LLC 110.00%0.00%0.00%Q2 2019Q2 20202
AE Wealth Management LLC 220.03%0.04%0.05%Q4 2019Q1 20202
TCG Advisors, LP 110.00%0.00%0.00%Q1 2019Q1 20191
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q3 2018Q3 20181
Advocacy Wealth Management Services, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Advisors Preferred, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
JPMORGAN CHASE & CO 110.01%0.01%0.01%Q4 2018Q4 20181
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
SUTTON PLACE INVESTORS LLC 110.24%0.24%0.24%Q4 2021Q4 20211
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Sigma Planning Corp 110.02%0.02%0.02%Q3 2018Q3 20181
Core Wealth Advisors, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Royal Harbor Partners, LLC 117.86%7.86%7.86%Q4 2021Q4 20211
US BANCORP \DE\ 110.00%0.00%0.00%Q3 2023Q3 20231
CATALYST PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
External links

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