ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
HighTower Advisors, LLC 34340.00%0.01%0.03%Q2 2015Q3 202334
VALLEY NATIONAL ADVISERS INC 34340.25%0.34%0.68%Q2 2015Q3 202334
Sandy Spring Bank 34340.00%0.01%0.02%Q2 2015Q3 202334
MORGAN STANLEY 34340.00%0.00%0.00%Q2 2015Q3 202334
ROYAL BANK OF CANADA 34340.00%0.00%0.00%Q2 2015Q3 202334
LPL Financial LLC 3030.00%0.01%0.02%Q2 2015Q3 202333
BANK OF AMERICA CORP /DE/ 33330.00%0.00%0.01%Q3 2015Q3 202333
IFP Advisors, Inc 17140.00%0.02%0.06%Q4 2015Q3 202331
WELLS FARGO & COMPANY/MN 2920.00%0.00%0.01%Q3 2015Q3 202331
UBS Group AG 2810.00%0.00%0.01%Q2 2015Q3 202331
GLENMEDE TRUST CO NA 20110.00%0.00%0.00%Q3 2015Q3 202331
Creative Planning 17120.00%0.00%0.00%Q4 2015Q3 202329
Raymond James Financial Services Advisors, Inc. 29290.00%0.04%0.07%Q3 2016Q3 202329
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.00%Q1 2016Q3 202329
West Oak Capital, LLC 2350.01%0.02%0.06%Q3 2016Q3 202328
MML INVESTORS SERVICES, LLC 26260.02%0.05%0.15%Q2 2017Q3 202326
PNC FINANCIAL SERVICES GROUP, INC. 26260.00%0.00%0.00%Q2 2017Q3 202326
AMERIPRISE FINANCIAL INC 26260.00%0.00%0.02%Q2 2017Q3 202326
Cambridge Investment Research Advisors, Inc. 26260.00%0.01%0.02%Q2 2017Q3 202326
New England Private Wealth Advisors LLC 26261.11%3.77%5.74%Q2 2017Q3 202326
CITIGROUP INC 1110.00%0.00%0.00%Q2 2015Q3 202325
SPC Financial, Inc. 25250.09%0.11%0.13%Q3 2017Q3 202325
Mathes Company, Inc. 2320.28%0.63%0.72%Q2 2017Q3 202325
CHECK CAPITAL MANAGEMENT INC/CA 25250.02%0.02%0.02%Q3 2017Q3 202325
Mirae Asset Global Investments Co., Ltd. 25250.00%0.15%0.51%Q3 2017Q3 202325
RAYMOND JAMES & ASSOCIATES 25250.00%0.00%0.01%Q3 2017Q3 202325
REDW Wealth LLC 25250.40%3.47%7.45%Q3 2017Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.05%0.06%Q4 2017Q3 202324
BANK OF MONTREAL /CAN/ 2220.00%0.00%0.01%Q3 2017Q3 202324
Hartford Financial Management Inc. 2220.02%0.02%0.03%Q4 2015Q3 202324
IHT Wealth Management, LLC 2040.00%0.14%0.81%Q2 2017Q3 202324
Sigma Planning Corp 24240.01%0.06%0.11%Q4 2017Q3 202324
JANE STREET GROUP, LLC 710.00%0.01%0.03%Q1 2015Q2 202324
Venturi Wealth Management, LLC 23230.03%0.05%0.11%Q1 2018Q3 202323
Geneos Wealth Management Inc. 22220.00%0.09%0.34%Q1 2017Q2 202222
BLAIR WILLIAM & CO/IL 22220.00%0.00%0.00%Q2 2018Q3 202322
Coastline Trust Co 22220.07%0.52%1.03%Q2 2017Q3 202222
Atria Investments, Inc 21210.01%0.05%0.17%Q1 2017Q1 202221
ENVESTNET ASSET MANAGEMENT INC 21210.00%0.15%2.78%Q3 2018Q3 202321
GOLDMAN SACHS GROUP INC 1210.00%0.00%0.00%Q1 2015Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.23%1.85%Q3 2018Q3 202321
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q1 2016Q2 202321
Laurel Wealth Advisors LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Global Retirement Partners, LLC 1030.00%0.01%0.04%Q1 2017Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.01%0.03%Q4 2018Q3 202320
Financial Engines Advisors L.L.C. 20204.44%6.00%9.63%Q4 2018Q3 202320
NewEdge Advisors, LLC 1460.00%0.01%0.04%Q3 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.06%0.19%0.56%Q4 2018Q3 202320
CWM, LLC 1280.01%0.02%0.04%Q3 2018Q3 202320
Brookstone Capital Management 20200.02%0.11%0.32%Q4 2018Q3 202320
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.03%0.05%0.07%Q1 2019Q3 202319
CIBC WORLD MARKET INC. 19190.02%0.02%0.02%Q1 2019Q3 202319
American Financial Advisors, LLC 1450.04%0.11%1.23%Q4 2018Q3 202319
Tower Research Capital LLC (TRC) 810.00%0.00%0.00%Q3 2015Q3 202319
Stratos Wealth Partners, LTD. 1610.00%0.01%0.02%Q4 2017Q3 202319
Wealthcare Advisory Partners LLC 1120.00%0.37%0.82%Q1 2018Q3 202319
LADENBURG THALMANN FINANCIAL SERVICES INC. 19190.00%0.01%0.02%Q2 2015Q4 201919
Steward Partners Investment Advisory, LLC 1810.00%0.01%0.04%Q2 2018Q3 202319
CAPTRUST FINANCIAL ADVISORS 19190.00%0.00%0.00%Q1 2019Q3 202319
Covington Capital Management 19190.00%0.00%0.00%Q1 2018Q3 202219
Cetera Advisor Networks LLC 18180.00%0.01%0.02%Q2 2019Q3 202318
Abbot Financial Management, Inc. 18180.18%0.29%0.46%Q2 2019Q3 202318
Bank of New York Mellon Corp 1710.00%0.01%0.02%Q1 2018Q3 202218
JNBA Financial Advisors 18180.00%0.00%0.00%Q2 2019Q3 202318
Private Capital Group, LLC 18180.00%0.01%0.02%Q4 2017Q1 202218
CENTRAL TRUST Co 17170.00%0.00%0.00%Q3 2019Q3 202317
Integrated Wealth Concepts LLC 17170.02%0.05%0.08%Q3 2019Q3 202317
Private Advisor Group, LLC 17170.01%0.02%0.05%Q3 2019Q3 202317
AllSquare Wealth Management LLC 17170.00%0.00%0.01%Q1 2018Q1 202217
EP Wealth Advisors, LLC 17170.01%0.09%0.49%Q3 2019Q3 202317
Ruggie Capital Group 17170.05%1.14%3.93%Q1 2016Q1 202017
HSBC HOLDINGS PLC 17170.00%0.00%0.00%Q2 2018Q2 202217
SIGNATUREFD, LLC 1340.00%0.01%0.05%Q1 2018Q3 202317
Rockefeller Capital Management L.P. 16160.00%0.00%0.00%Q3 2019Q2 202316
Edelman Financial Services, LLC 16160.00%9.85%14.77%Q1 2015Q4 201816
Brinker Capital Investments, LLC 1510.00%2.07%4.95%Q2 2018Q4 202216
Cedar Wealth Management, LLC 16160.01%0.57%1.08%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
AlphaCore Capital LLC 16160.69%2.31%4.52%Q4 2019Q3 202316
US BANCORP \DE\ 1310.00%0.00%0.00%Q2 2017Q3 202316
Essex Private Wealth Management, LLC 16162.36%3.97%5.96%Q4 2019Q3 202316
Strategic Wealth Investment Group, LLC 16160.29%0.48%1.53%Q4 2019Q3 202316
Citadel Advisors 310.00%0.00%0.00%Q1 2017Q1 202315
J.P. Morgan Private Wealth Advisors LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
Orion Portfolio Solutions, LLC 1320.04%0.17%1.02%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.01%0.03%Q1 2020Q3 202315
Moors & Cabot, Inc. 15150.02%0.03%0.05%Q3 2018Q1 202215
PrairieView Partners, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Fieldpoint Private Securities, LLC 870.02%0.02%0.02%Q1 2018Q2 202215
Advisor Group, Inc. 15150.00%0.04%0.06%Q2 2016Q4 201915
SVB WEALTH LLC 15150.03%0.14%0.31%Q1 2020Q3 202315
NEXT Financial Group, Inc 720.00%0.01%0.05%Q3 2016Q4 202115
Segment Wealth Management, LLC 1410.64%0.76%0.88%Q3 2018Q3 202315
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
CENTAURUS FINANCIAL, INC. 1310.00%0.02%0.02%Q2 2018Q3 202314
Sowell Financial Services LLC 950.05%0.11%0.23%Q4 2019Q3 202314
Ellis Investment Partners, LLC 14140.03%0.04%0.05%Q2 2019Q3 202214
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
ASSET MANAGEMENT CORP /IL/ /ADV 14141.17%1.38%1.72%Q4 2019Q1 202314
Dynamic Advisor Solutions LLC 1040.04%0.12%0.38%Q2 2019Q3 202314
Mascoma Wealth Management LLC 910.00%0.03%0.06%Q3 2018Q3 202314
BAROMETER CAPITAL MANAGEMENT INC. 950.05%0.23%0.51%Q3 2017Q4 202114
Qube Research & Technologies Ltd 950.00%0.04%0.16%Q4 2019Q3 202314
American Portfolios Advisors 620.00%0.00%0.01%Q1 2018Q3 202214
PFG Private Wealth Management, LLC 14140.12%0.17%0.21%Q2 2020Q3 202314
Allworth Financial LP 1130.00%0.00%0.00%Q3 2019Q3 202314
DEUTSCHE BANK AG\ 1220.00%0.00%0.00%Q3 2019Q1 202314
HBK Sorce Advisory LLC 14140.04%1.40%3.71%Q2 2020Q3 202314
Essex Financial Services, Inc. 13130.05%0.07%0.10%Q3 2020Q3 202313
WealthOne, LLC 13130.16%0.77%0.94%Q3 2020Q3 202313
Westside Investment Management, Inc. 13130.00%0.00%0.00%Q1 2020Q1 202313
OneDigital Investment Advisors LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
COURIER CAPITAL LLC 13130.03%0.07%0.09%Q3 2020Q3 202313
Financial Advocates Investment Management 13130.02%0.03%0.05%Q3 2019Q3 202213
Lenox Wealth Management, Inc. 940.00%0.00%0.01%Q4 2015Q2 202013
PFG Advisors 13130.02%0.08%0.12%Q3 2020Q3 202313
Crescent Grove Advisors, LLC 13130.37%0.82%1.17%Q3 2020Q3 202313
Kingsview Wealth Management, LLC 760.03%0.03%0.04%Q2 2020Q3 202313
EXENCIAL WEALTH ADVISORS, LLC 850.02%0.03%0.04%Q2 2020Q3 202313
Beaumont Asset Management, L.L.C. 13130.19%3.79%5.47%Q4 2019Q4 202213
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 12120.00%0.50%0.74%Q4 2020Q3 202312
Strategic Blueprint, LLC 12120.06%0.17%0.36%Q4 2020Q3 202312
Financial Partners Group, Inc 12120.08%0.12%0.17%Q4 2020Q3 202312
Jaffetilchin Investment Partners, LLC 12120.12%0.13%0.17%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
JPMORGAN CHASE & CO 610.00%0.00%0.00%Q3 2019Q3 202312
WNY Asset Management, LLC 12120.10%0.22%0.37%Q4 2020Q3 202312
AE Wealth Management LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Concord Wealth Partners 12120.11%3.56%6.39%Q4 2020Q3 202312
Key FInancial Inc 12120.01%0.01%0.02%Q4 2020Q3 202312
Perigon Wealth Management, LLC 1110.01%0.02%0.03%Q3 2011Q3 202312
Destination Wealth Management 1110.00%0.50%1.31%Q3 2018Q3 202312
AdvisorNet Financial, Inc 1110.00%0.01%0.02%Q3 2019Q3 202312
Donoghue Forlines LLC 720.54%1.25%2.57%Q4 2017Q1 202312
Archford Capital Strategies, LLC 12120.44%1.15%1.57%Q4 2020Q3 202312
Benchmark Financial Wealth Advisors, LLC 660.10%0.24%0.46%Q4 2018Q2 202212
LIBERTY WEALTH MANAGEMENT LLC 12120.00%0.01%0.01%Q4 2018Q3 202112
AVANTAX ADVISORY SERVICES, INC. 1110.00%0.01%0.02%Q3 2020Q3 202312
Clearwater Capital Advisors, LLC 12120.05%0.29%0.39%Q4 2020Q3 202312
Prime Capital Investment Advisors, LLC 820.00%0.01%0.03%Q2 2019Q3 202312
Destiny Wealth Partners, LLC 12120.73%0.81%0.89%Q4 2020Q3 202312
Winthrop Advisory Group LLC 12120.19%0.30%0.38%Q3 2020Q2 202312
COLLECTIVE FAMILY OFFICE LLC 12120.10%0.11%0.15%Q4 2020Q3 202312
First Horizon Advisors, Inc. 12120.00%0.00%0.01%Q4 2020Q3 202312
Cetera Advisors LLC 750.00%0.02%0.04%Q4 2017Q1 202212
Kestra Advisory Services, LLC 12120.01%0.06%0.12%Q4 2020Q3 202312
Pallas Capital Advisors LLC 11110.01%0.05%0.12%Q1 2021Q3 202311
Valeo Financial Advisors, LLC 11110.00%0.00%0.01%Q3 2018Q1 202111
Krilogy Financial LLC 1010.00%0.00%0.00%Q4 2015Q3 201811
PRUDENTIAL FINANCIAL INC 610.00%0.00%0.00%Q1 2018Q2 202311
STIFEL FINANCIAL CORP 810.00%0.00%0.01%Q1 2018Q3 202311
Newbridge Financial Services Group, Inc. 11110.01%0.02%0.08%Q3 2020Q1 202311
VAUGHAN & Co SECURITIES, INC. 11110.43%4.46%7.01%Q1 2021Q3 202311
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.00%0.00%Q1 2021Q3 202311
WEALTHCARE CAPITAL MANAGEMENT LLC 11110.04%0.06%0.10%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.02%0.03%Q1 2021Q3 202311
EVERGREEN CAPITAL MANAGEMENT LLC 10100.11%0.23%0.29%Q2 2021Q3 202310
BARCLAYS PLC 10100.00%0.00%0.00%Q2 2021Q3 202310
MARINER INDEPENDENT ADVISOR NETWORK, LLC 10100.05%0.12%0.22%Q3 2019Q4 202110
Willingdon Wealth Management 10100.05%0.09%0.16%Q4 2017Q1 202010
HARBOUR INVESTMENTS, INC. 640.02%0.07%0.14%Q1 2021Q3 202310
CFS Investment Advisory Services, LLC 911.10%2.28%6.05%Q4 2020Q3 202310
Wharton Business Group, LLC 10100.03%0.09%0.12%Q2 2021Q3 202310
Stratos Wealth Advisors, LLC 910.00%0.23%0.43%Q1 2020Q3 202310
Personal Capital Advisors Corp 10100.00%0.00%0.00%Q3 2020Q4 202210
Kalos Management, Inc. 10100.08%0.11%0.17%Q3 2019Q4 202110
First Command Bank 990.00%0.01%0.01%Q4 2020Q4 20229
Valmark Advisers, Inc. 990.00%0.03%0.05%Q3 2021Q3 20239
TD Capital Management LLC 630.00%0.04%0.08%Q1 2021Q3 20239
LS Investment Advisors, LLC 990.00%0.00%0.00%Q2 2018Q2 20209
BENJAMIN F. EDWARDS & COMPANY, INC. 540.00%0.00%0.01%Q2 2019Q3 20239
H&H Retirement Design & Management INC 810.26%3.17%6.68%Q3 2020Q4 20229
SIMPLEX TRADING, LLC 710.00%0.00%0.00%Q4 2017Q3 20239
FDx Advisors, Inc. 810.01%0.07%0.22%Q3 2017Q3 20239
Sanford Advisory Services, LLC 990.15%0.26%0.43%Q4 2020Q4 20229
Arkadios Wealth Advisors 990.04%0.06%0.09%Q4 2019Q4 20219
FLOW TRADERS U.S. LLC 410.01%0.12%0.37%Q4 2018Q1 20239
ALLIANCEBERNSTEIN L.P. 990.00%0.00%0.00%Q1 2019Q1 20219
RAYMOND JAMES TRUST N.A. 720.01%0.01%0.01%Q1 2021Q3 20239
JFS WEALTH ADVISORS, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
Mariner, LLC 990.02%0.03%0.04%Q3 2021Q3 20239
CAHILL FINANCIAL ADVISORS INC 990.17%0.49%0.83%Q3 2021Q3 20239
First Command Financial Services, Inc. 990.00%0.01%0.01%Q4 2020Q4 20229
Stratos Investment Management, LLC 990.74%1.02%1.23%Q3 2021Q3 20239
CAROLINAS WEALTH CONSULTING LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Beacon Pointe Advisors, LLC 990.00%0.01%0.01%Q3 2021Q3 20239
Sweet Financial Partners, LLC 882.71%3.74%8.70%Q4 2021Q3 20238
Procyon Advisors, LLC 880.04%0.72%1.93%Q2 2021Q1 20238
Hutchens & Kramer Investment Management Group, LLC 880.23%0.31%0.38%Q4 2021Q3 20238
Janney Montgomery Scott LLC 440.00%0.00%0.00%Q1 2021Q3 20238
GODSEY & GIBB, INC 440.00%0.01%0.02%Q2 2021Q3 20238
LINCOLN NATIONAL CORP 710.01%0.01%0.01%Q3 2019Q3 20238
Stephens Consulting, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 710.00%0.15%0.20%Q2 2018Q3 20238
Wilson & Boucher Capital Management, LLC 880.52%0.57%0.69%Q4 2021Q3 20238
Baystate Wealth Management LLC 880.00%0.00%0.00%Q4 2021Q3 20238
HB Wealth Management, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Retirement Planning Group, LLC 882.18%10.16%12.49%Q2 2020Q1 20228
Renaissance Technologies 610.00%0.00%0.00%Q3 2020Q2 20238
Clay Northam Wealth Management, LLC 880.55%0.65%1.07%Q4 2021Q3 20238
Emerson Wealth, LLC 880.15%0.22%0.24%Q3 2020Q2 20228
Royal Fund Management, LLC 880.01%0.01%0.02%Q2 2018Q1 20208
TOBIAS FINANCIAL ADVISORS, INC. 880.15%3.82%5.23%Q4 2019Q3 20218
MORRIS FINANCIAL CONCEPTS, INC. 880.01%0.01%0.01%Q4 2021Q3 20238
Charter Oak Capital Management, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
Paradigm Financial Partners, LLC 770.14%0.21%0.39%Q3 2020Q1 20227
Bank Julius Baer & Co. Ltd, Zurich 770.18%0.21%0.23%Q2 2020Q4 20217
Element Wealth, LLC 770.02%0.04%0.06%Q1 2021Q3 20227
BDO Wealth Advisors, LLC 770.04%0.04%0.05%Q2 2019Q4 20207
Tyler-Stone Wealth Management 520.00%0.00%0.01%Q4 2021Q3 20237
Capital Analysts, LLC 410.00%0.00%0.00%Q3 2020Q3 20237
Burt Wealth Advisors 610.01%0.01%0.01%Q3 2015Q2 20177
VERITY Wealth Advisors 770.21%0.25%0.28%Q2 2022Q4 20237
B. Riley Wealth Advisors, Inc. 610.01%0.02%0.03%Q2 2020Q1 20227
Ten Capital Wealth Advisors, LLC 770.01%0.01%0.01%Q1 2021Q3 20227
Advisory Services Network, LLC 210.00%0.00%0.00%Q4 2019Q1 20237
New Capital Management LP 430.30%0.46%0.60%Q2 2020Q1 20227
PRUDENTIAL PLC 610.00%0.01%0.02%Q4 2019Q3 20217
Baird Financial Group, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Sound Income Strategies, LLC 510.00%0.00%0.01%Q4 2017Q3 20237
CX Institutional 660.11%0.17%0.29%Q2 2022Q3 20236
Mutual Advisors, LLC 660.29%0.38%0.56%Q3 2020Q4 20216
Ritter Daniher Financial Advisory LLC / DE 660.00%0.00%0.00%Q2 2022Q3 20236
Cascadia Advisory Services, LLC 310.28%0.46%0.61%Q4 2019Q3 20216
Atria Wealth Solutions, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
EQ LLC 660.15%0.17%0.21%Q4 2020Q1 20226
Equitable Holdings, Inc. 660.01%0.01%0.01%Q2 2021Q3 20226
Pinion Investment Advisors, LLC 660.31%0.38%0.44%Q1 2021Q2 20226
MSI Financial Services Inc 510.00%0.00%0.00%Q1 2015Q3 20166
RITTER DANIHER FINANCIAL ADVISORY LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Visionary Wealth Advisors 660.05%0.06%0.06%Q4 2020Q1 20226
New Millennium Group LLC 660.00%0.01%0.02%Q2 2022Q3 20236
SCHRODER INVESTMENT MANAGEMENT GROUP 660.00%0.00%0.00%Q3 2017Q4 20186
Carroll Financial Associates, Inc. 330.00%0.00%0.00%Q2 2019Q3 20216
Kovack Advisors, Inc. 660.09%0.11%0.12%Q4 2021Q1 20236
Accurate Wealth Management, LLC 660.10%0.13%0.22%Q2 2022Q3 20236
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q2 2020Q3 20216
InterOcean Capital Group, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
ASSETMARK, INC 410.00%0.00%0.00%Q2 2021Q3 20236
VESTOR CAPITAL, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Lighthouse Financial Advisors, Inc. 660.14%0.18%0.22%Q4 2019Q1 20216
WINTRUST INVESTMENTS LLC 660.31%0.44%0.48%Q3 2018Q4 20196
Realta Investment Advisors 220.00%0.00%0.01%Q1 2019Q3 20236
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 510.01%0.02%0.03%Q1 2021Q3 20236
ADVANTAGE INVESTMENT MANAGEMENT, LLC 660.00%0.00%0.00%Q1 2017Q2 20186
Claraphi Advisory Network, LLC 410.03%0.07%0.09%Q3 2019Q2 20226
Parallel Advisors, LLC 660.00%0.00%0.00%Q2 2020Q3 20216
FOUNDERS FINANCIAL SECURITIES LLC 660.57%0.62%0.66%Q1 2017Q2 20186
Horizon Investments, LLC 661.12%1.37%1.64%Q1 2017Q2 20186
Ameritas Advisory Services, LLC 660.01%0.04%0.11%Q4 2021Q1 20236
Wolf Group Capital Advisors 660.12%0.14%0.19%Q4 2021Q1 20236
Eldridge Investment Advisors, Inc. 660.11%0.19%0.24%Q3 2020Q4 20216
Manifold Partners, LLC 555.97%7.26%8.80%Q1 2017Q1 20185
Portfolio Strategies, Inc. 410.13%0.14%0.16%Q4 2017Q1 20195
CITIZENS FINANCIAL GROUP INC/RI 210.00%0.01%0.02%Q1 2020Q3 20235
Kistler-Tiffany Companies, LLC 550.01%0.01%0.01%Q1 2022Q1 20235
MATHER GROUP, LLC. 550.00%0.01%0.01%Q1 2021Q1 20225
MONEY CONCEPTS CAPITAL CORP 550.00%0.01%0.03%Q4 2021Q4 20225
Wealthfront Advisers LLC 410.00%0.00%0.00%Q1 2022Q3 20235
Global Wealth Strategies & Associates 550.02%0.02%0.02%Q4 2022Q4 20235
UNITED BANK 550.09%0.09%0.10%Q2 2021Q2 20225
Stearns Financial Services Group 410.00%0.02%0.03%Q3 2018Q3 20205
CreativeOne Wealth, LLC 550.02%0.02%0.02%Q1 2021Q1 20225
Ameritas Investment Company, LLC 310.00%0.01%0.03%Q1 2019Q1 20215
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
TriaGen Wealth Management LLC 550.29%0.44%0.52%Q4 2020Q4 20215
CAMBRIDGE TRUST CO 550.00%0.00%0.00%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 552.62%2.70%2.86%Q3 2022Q3 20235
BADGLEY PHELPS & BELL INC 550.38%0.43%0.47%Q2 2020Q2 20215
Consolidated Planning Corp 410.26%0.31%0.40%Q2 2022Q3 20235
Pacifica Partners Inc. 550.04%0.05%0.06%Q1 2021Q1 20225
UNITED CAPITAL FINANCIAL ADVISORS, LLC 410.00%0.00%0.00%Q2 2022Q3 20235
Concorde Asset Management, LLC 550.20%0.26%0.34%Q4 2018Q4 20195
MONTAG A & ASSOCIATES INC 440.00%0.00%0.00%Q1 2021Q4 20214
Cetera Investment Advisers 310.00%0.00%0.00%Q4 2020Q1 20224
American Trust 440.02%0.07%0.17%Q3 2022Q2 20234
Johnson Financial Group, LLC 310.04%0.09%0.26%Q1 2020Q4 20214
MACROVIEW INVESTMENT MANAGEMENT LLC 440.04%0.05%0.07%Q4 2022Q3 20234
BREWIN DOLPHIN LTD 440.00%0.00%0.00%Q3 2017Q2 20184
Corrigan Financial, Inc. 444.96%5.14%5.24%Q1 2021Q4 20214
Homrich & Berg 440.02%0.02%0.02%Q4 2020Q3 20214
PERSONAL FINANCIAL CONSULTANTS INC /ADV 445.20%6.92%7.92%Q3 2018Q2 20194
NewFocus Financial Group, LLC 310.10%0.11%0.12%Q4 2017Q4 20204
Larson Financial Group LLC 440.01%0.01%0.01%Q4 2019Q3 20204
Richard W. Paul & Associates, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
SILVER OAK SECURITIES, INCORPORATED 310.02%0.04%0.06%Q3 2022Q3 20234
Exchange Capital Management, Inc. 440.00%0.00%0.00%Q2 2016Q1 20174
INTERACTIVE FINANCIAL ADVISORS, INC. 440.28%0.33%0.37%Q4 2022Q3 20234
Better Money Decisions, LLC 310.02%0.03%0.04%Q1 2021Q2 20224
CREDIT SUISSE AG/ 310.00%0.00%0.00%Q4 2019Q4 20224
DAYMARK WEALTH PARTNERS, LLC 440.30%0.48%0.71%Q4 2022Q3 20234
Beaird Harris Wealth Management, LLC 440.00%0.01%0.01%Q4 2021Q3 20224
MUFG Americas Holdings Corp 440.00%0.00%0.00%Q4 2021Q3 20224
Commonwealth Equity Services, Inc 440.00%0.01%0.01%Q4 2016Q3 20174
GREAT VALLEY ADVISOR GROUP, INC. 440.01%0.01%0.01%Q4 2022Q3 20234
Evolution Wealth Advisors, LLC 440.12%0.12%0.13%Q4 2022Q3 20234
Ergawealth Advisors, Inc. 440.16%0.19%0.24%Q4 2022Q3 20234
Vontobel Holding Ltd. 440.00%0.00%0.00%Q4 2020Q3 20214
Alpha Financial Advisors, LLC 4411.34%11.85%12.39%Q4 2022Q3 20234
First Capital Advisors Group, LLC. 440.01%0.01%0.01%Q3 2022Q2 20234
Patten Group, Inc. 440.00%0.00%0.00%Q1 2018Q4 20184
Regal Wealth Group, Inc. 440.00%0.00%0.00%Q2 2020Q1 20214
PACIFIC FINANCIAL GROUP INC 440.85%1.30%1.59%Q4 2018Q3 20194
Cornerstone Wealth Management, LLC 440.05%0.05%0.06%Q2 2021Q1 20224
MOSELEY INVESTMENT MANAGEMENT INC 310.14%0.15%0.17%Q1 2022Q3 20234
Stewardship Financial Advisors, LLC 440.00%0.06%0.08%Q2 2020Q1 20214
Sentinus, LLC 441.59%1.75%1.97%Q3 2022Q2 20234
Centurion Wealth Management LLC 440.11%0.12%0.12%Q4 2022Q3 20234
Cerity Partners LLC 210.00%0.00%0.00%Q1 2022Q3 20234
TNF LLC 440.10%0.10%0.11%Q3 2021Q2 20224
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
SWEENEY & MICHEL, LLC 330.72%0.80%0.96%Q1 2023Q3 20233
Virtu KCG Holdings LLC 110.01%0.02%0.04%Q2 2015Q1 20173
M&T BANK CORP 330.00%0.00%0.00%Q2 2020Q4 20203
Certified Advisory Corp 210.02%0.04%0.05%Q2 2019Q1 20203
PFS INVESTMENTS INC. 330.24%0.27%0.30%Q4 2017Q2 20183
Ally Invest Advisors Inc. 330.03%0.03%0.03%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
XML Financial, LLC 330.12%0.12%0.12%Q4 2019Q2 20203
Flagship Private Wealth, LLC 330.01%0.03%0.06%Q4 2020Q2 20213
Pinnacle Private Wealth, LLC 330.07%0.08%0.09%Q4 2021Q2 20223
CORNERCAP INVESTMENT COUNSEL INC 330.08%0.08%0.08%Q3 2017Q1 20183
COMERICA SECURITIES,INC. 330.11%0.11%0.12%Q1 2019Q3 20193
Masso Torrence Wealth Management Inc. 330.19%0.23%0.28%Q4 2021Q2 20223
McKinley Carter Wealth Services, Inc. 330.03%0.04%0.04%Q1 2023Q3 20233
EVERMAY WEALTH MANAGEMENT LLC 330.00%0.00%0.00%Q4 2021Q2 20223
ZRC WEALTH MANAGEMENT, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Americana Partners, LLC 330.06%0.08%0.13%Q1 2022Q3 20223
Wealth Quarterback LLC 210.02%0.03%0.04%Q4 2019Q3 20213
OLD MISSION CAPITAL LLC 110.02%0.06%0.11%Q2 2016Q2 20233
Badgley Phelps Wealth Managers, LLC 330.01%0.31%0.47%Q3 2021Q1 20223
Detalus Advisors, LLC 210.10%0.60%1.50%Q3 2022Q2 20233
DUBUQUE BANK & TRUST CO 330.00%0.00%0.01%Q3 2016Q1 20173
ICA Group Wealth Management, LLC 330.04%0.04%0.04%Q4 2022Q2 20233
4J Wealth Management LLC 330.27%0.28%0.31%Q4 2020Q2 20213
MGO ONE SEVEN LLC 330.06%0.07%0.08%Q1 2022Q3 20223
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 330.41%0.64%1.09%Q4 2018Q2 20193
Latitude Advisors, LLC 330.08%0.08%0.09%Q3 2021Q1 20223
Foundations Investment Advisors, LLC 330.01%0.01%0.01%Q2 2021Q4 20213
BNP PARIBAS FINANCIAL MARKETS 330.00%0.00%0.00%Q4 2021Q2 20223
Csenge Advisory Group 110.09%0.15%0.27%Q3 2017Q1 20223
Advisor Resource Council 110.08%0.10%0.12%Q2 2021Q2 20223
Belvedere Trading LLC 210.00%0.03%0.08%Q2 2021Q3 20233
FLAGSHIP HARBOR ADVISORS, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Alpine Global Management, LLC 220.17%0.18%0.19%Q2 2017Q3 20172
Clarity Wealth Advisors, LLC 220.16%0.16%0.16%Q2 2020Q3 20202
HORIZON BANCORP INC /IN/ 220.00%0.00%0.00%Q2 2023Q3 20232
SEAVIEW INVESTMENT MANAGERS LLC 220.08%0.39%0.70%Q3 2021Q4 20212
Lunt Capital Management, Inc. 220.19%0.19%0.19%Q2 2023Q3 20232
Golden State Wealth Management, LLC 220.00%0.00%0.01%Q1 2019Q2 20192
Trexquant Investment LP 220.03%0.03%0.03%Q1 2020Q2 20202
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q4 2018Q4 20212
Bay Harbor Wealth Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
NewEdge Wealth, LLC 220.90%0.91%0.92%Q4 2021Q1 20222
BB&T SECURITIES, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Cherry Tree Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.01%Q3 2020Q4 20222
Pinnacle Summer Investments, Inc. 220.00%0.00%0.00%Q3 2015Q4 20152
Clark Capital Management Group, Inc. 220.09%0.13%0.17%Q2 2017Q3 20172
Integrated Wealth Management 220.01%0.01%0.01%Q2 2016Q3 20162
Gradient Investments LLC 110.00%0.00%0.00%Q3 2018Q1 20222
Catalyst Wealth Management, LLC 220.38%0.38%0.39%Q4 2022Q1 20232
OneAscent Financial Services LLC 220.10%0.13%0.16%Q2 2023Q3 20232
SEI INVESTMENTS CO 220.00%0.00%0.00%Q1 2018Q2 20182
GREENWOOD GEARHART INC 221.07%1.09%1.11%Q2 2023Q3 20232
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Banco Santander, S.A. 220.02%0.02%0.02%Q1 2021Q2 20212
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 222.22%2.29%2.37%Q4 2021Q1 20222
GoalVest Advisory LLC 110.00%0.01%0.01%Q1 2022Q1 20232
Headlands Technologies LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Apeiron RIA LLC 220.10%0.11%0.12%Q3 2022Q4 20222
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q3 2017Q4 20172
INTEGRAL INVESTMENT ADVISORS, INC. 221.53%2.25%2.97%Q4 2021Q1 20222
Versant Capital Management, Inc 220.00%0.00%0.00%Q3 2023Q4 20232
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
MONUMENTAL FINANCIAL GROUP INC. 110.07%0.08%0.09%Q1 2022Q1 20232
Asset Dedication, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
PRIVATE TRUST CO NA 220.00%0.00%0.00%Q3 2022Q4 20222
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q1 2018Q3 20182
Financial Management Professionals, Inc. 220.01%0.01%0.01%Q1 2022Q2 20222
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
SAX WEALTH ADVISORS, LLC 220.11%0.14%0.17%Q2 2023Q3 20232
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q4 2019Q1 20202
Parkside Financial Bank & Trust 220.00%0.00%0.00%Q3 2021Q4 20212
Atomi Financial Group, Inc. 220.10%0.11%0.13%Q1 2023Q2 20232
ASB Consultores, LLC 220.38%0.43%0.49%Q4 2021Q1 20222
Hoover Financial Advisors, Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
Lifeworks Advisors, LLC 220.14%0.17%0.20%Q1 2022Q2 20222
FIFTH THIRD SECURITIES, INC. 220.11%0.15%0.18%Q4 2020Q1 20212
Founders Financial Alliance, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
BB&T INVESTMENT SERVICES, INC. 220.00%0.00%0.00%Q3 2017Q4 20172
ADE, LLC 220.01%0.01%0.02%Q2 2021Q3 20212
Prospera Financial Services Inc 110.00%0.01%0.01%Q3 2020Q1 20222
Legacy CG, LLC 110.01%0.01%0.01%Q4 2021Q2 20222
Visionary Asset Management, Inc. 220.12%0.13%0.14%Q3 2018Q4 20182
AMERICAN INTERNATIONAL GROUP, INC. 220.00%0.00%0.00%Q4 2015Q1 20162
FIRST MANHATTAN CO. LLC. 220.00%0.00%0.00%Q2 2022Q3 20222
ShoreHaven Wealth Partners, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Bedel Financial Consulting, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Stone House Investment Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MAI Capital Management 110.03%0.03%0.03%Q3 2023Q3 20231
Blue Trust, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Capital Asset Advisory Services LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
AlphaStar Capital Management, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Sonora Investment Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
HWG Holdings LP 110.00%0.00%0.00%Q2 2018Q2 20181
Belpointe Asset Management LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Graypoint LLC 110.03%0.03%0.03%Q3 2023Q3 20231
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q2 2022Q2 20221
Total Clarity Wealth Management, Inc. 110.15%0.15%0.15%Q2 2022Q2 20221
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q4 2017Q4 20171
BOSTON RESEARCH & MANAGEMENT INC 110.08%0.08%0.08%Q1 2019Q1 20191
Camarda Financial Advisors, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
BREMER TRUST NATIONAL ASSOCIATION 110.01%0.01%0.01%Q4 2018Q4 20181
Summit X, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
FIRST NATIONAL CORP /MA/ /ADV 110.00%0.00%0.00%Q1 2019Q1 20191
Principle Wealth Partners LLC 110.02%0.02%0.02%Q2 2020Q2 20201
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q2 2019Q2 20191
Regal Investment Advisors LLC 110.02%0.02%0.02%Q4 2021Q4 20211
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
FormulaFolio Investments, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
NEXT Financial Holdings 110.05%0.05%0.05%Q1 2019Q1 20191
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BANK OF THE WEST 110.07%0.07%0.07%Q1 2018Q1 20181
Advisors Preferred, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Ameritas Investment Partners, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Bremer Bank National Association 110.01%0.01%0.01%Q1 2019Q1 20191
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Authentikos Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
KFG WEALTH MANAGEMENT, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2022Q1 20221
LANDAAS & CO /WI /ADV 110.01%0.01%0.01%Q3 2017Q3 20171
Jackson Wealth Management, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Alpine Group USVI, LLC 110.19%0.19%0.19%Q2 2017Q2 20171
KINGSWOOD WEALTH ADVISORS, LLC 110.21%0.21%0.21%Q2 2023Q2 20231
Caprock Group, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
AHL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Bogart Wealth, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Davidson Capital Management Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Tacita Capital Inc 110.02%0.02%0.02%Q1 2022Q1 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Watson Rebecca 110.04%0.04%0.04%Q2 2020Q2 20201
Crestmont Private Wealth LLC 110.00%0.00%0.00%Q1 2022Q1 20221
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Piscataqua Savings Bank 110.00%0.00%0.00%Q3 2023Q3 20231
OLD SECOND NATIONAL BANK OF AURORA 110.01%0.01%0.01%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
SIMON QUICK ADVISORS, LLC 110.07%0.07%0.07%Q3 2022Q3 20221
Mandatum Life Insurance Co Ltd 110.01%0.01%0.01%Q4 2015Q4 20151
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.02%0.02%0.02%Q1 2019Q1 20191
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Affiance Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SeaCrest Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Steward Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Dakota Wealth Management 110.01%0.01%0.01%Q2 2023Q2 20231
DAVENPORT & Co LLC 110.00%0.00%0.00%Q3 2021Q3 20211
MEITAV INVESTMENT HOUSE LTD 110.01%0.01%0.01%Q2 2018Q2 20181
IAG Wealth Partners, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Capstone Triton Financial Group, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
KCS Wealth Advisory 110.00%0.00%0.00%Q3 2019Q3 20191
Disciplined Investments, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
US FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Apollon Wealth Management, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Ironwood Financial, llc 110.01%0.01%0.01%Q3 2021Q3 20211
COMERICA SECURITIES INC 110.24%0.24%0.24%Q4 2018Q4 20181
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Laffer Tengler Investments, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
MATRIX PRIVATE CAPITAL GROUP LLC 110.02%0.02%0.02%Q3 2023Q3 20231
BROWN ADVISORY INC 110.00%0.00%0.00%Q3 2018Q3 20181
COLONY GROUP LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Lindbrook Capital, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
External links

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