ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 36360.00%0.00%0.01%Q4 2014Q3 202336
UBS Group AG 35350.00%0.00%0.00%Q1 2015Q3 202335
BANK OF AMERICA CORP /DE/ 35350.00%0.00%0.01%Q1 2015Q3 202335
Investure, LLC 34342.41%6.17%13.06%Q2 2015Q3 202334
GLENMEDE TRUST CO NA 20130.00%0.01%0.01%Q1 2015Q3 202333
JPMORGAN CHASE & CO 32320.00%0.00%0.00%Q4 2015Q3 202332
ROYAL BANK OF CANADA 31310.00%0.00%0.00%Q1 2016Q3 202331
Focused Wealth Management, Inc 29290.00%0.00%0.01%Q2 2016Q2 202329
WELLS FARGO & COMPANY/MN 29290.00%0.00%0.00%Q3 2016Q3 202329
GOULD ASSET MANAGEMENT LLC /CA/ 28280.14%0.26%0.42%Q4 2016Q3 202328
LPL Financial LLC 27270.00%0.00%0.00%Q1 2017Q3 202327
Stonehearth Capital Management, LLC 26260.18%0.73%1.13%Q3 2017Q4 202326
GOLDMAN SACHS GROUP INC 26260.00%0.00%0.01%Q2 2017Q3 202326
AMERIPRISE FINANCIAL INC 26260.00%0.00%0.00%Q2 2017Q3 202326
Mandatum Life Insurance Co Ltd 25250.10%0.23%0.35%Q4 2015Q4 202125
JANE STREET GROUP, LLC 910.00%0.01%0.02%Q3 2015Q3 202325
RITHOLTZ WEALTH MANAGEMENT 25250.05%0.14%0.24%Q3 2017Q3 202325
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 24240.00%0.00%0.00%Q4 2017Q3 202324
Raymond James Financial Services Advisors, Inc. 1950.00%0.00%0.00%Q3 2017Q3 202324
CWM, LLC 1580.00%0.00%0.00%Q4 2017Q3 202323
HUNTINGTON NATIONAL BANK 23230.00%0.00%0.00%Q1 2018Q3 202323
Van Hulzen Asset Management, LLC 23230.08%0.11%0.20%Q1 2018Q3 202323
Westside Investment Management, Inc. 1510.00%0.01%0.02%Q1 2017Q3 202323
Steward Partners Investment Advisory, LLC 1840.00%0.01%0.02%Q4 2017Q3 202322
Advisory Services Network, LLC 2010.00%0.05%0.12%Q1 2016Q3 202322
First Horizon Advisors, Inc. 1660.00%0.02%0.05%Q1 2018Q3 202322
BlackRock Inc. 1840.00%0.00%0.00%Q1 2018Q3 202322
BUCKINGHAM STRATEGIC WEALTH, LLC 1910.01%0.02%0.04%Q4 2017Q3 202322
Migdal Insurance & Financial Holdings Ltd. 2020.00%0.00%0.00%Q3 2017Q3 202322
COMMONWEALTH EQUITY SERVICES, LLC 1930.00%0.00%0.01%Q1 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
J.P. Morgan Private Wealth Advisors LLC 21210.01%0.01%0.02%Q3 2018Q3 202321
SPINNAKER TRUST 2010.03%0.04%0.06%Q1 2015Q2 202021
PROFFITT & GOODSON INC 21210.01%0.02%0.02%Q3 2018Q3 202321
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 20200.02%0.04%0.05%Q4 2018Q3 202320
BSW Wealth Partners 20200.75%1.61%3.39%Q4 2018Q3 202320
HOWARD FINANCIAL SERVICES, LTD. 19190.07%0.15%0.23%Q4 2018Q2 202319
New Capital Management LP 18180.01%0.18%0.43%Q4 2016Q1 202118
HighTower Advisors, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Dougherty Wealth Advisers LLC 18180.02%0.03%0.05%Q2 2019Q3 202318
Miracle Mile Advisors, LLC 1610.02%0.07%0.11%Q2 2019Q3 202317
Mascoma Wealth Management LLC 910.00%0.04%0.14%Q1 2018Q3 202317
Citadel Advisors 1110.00%0.00%0.00%Q3 2018Q3 202317
Baird Financial Group, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
TIEDEMANN ADVISORS, LLC 16160.04%0.31%0.78%Q4 2019Q3 202316
Patten Group, Inc. 1420.00%0.13%0.18%Q3 2018Q3 202316
CERTUITY, LLC 16160.04%0.08%0.12%Q4 2019Q3 202316
Lee Financial Co 16160.00%0.03%0.08%Q4 2019Q3 202316
Bartlett & Co. LLC 810.00%0.00%0.00%Q3 2019Q4 202316
ALBION FINANCIAL GROUP /UT 1060.03%0.25%0.64%Q3 2019Q3 202316
IFP Advisors, Inc 740.00%0.00%0.00%Q4 2017Q4 202216
University of Maryland Foundation, Inc. 16160.95%1.82%3.21%Q4 2019Q3 202316
Global Endowment Management, LP 15150.02%0.02%0.03%Q2 2019Q4 202215
Front Row Advisors LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
LADENBURG THALMANN FINANCIAL SERVICES INC. 15150.00%0.00%0.00%Q2 2016Q4 201915
MERCER GLOBAL ADVISORS INC /ADV 1320.01%0.02%0.04%Q4 2019Q3 202315
BANK OF MONTREAL /CAN/ 1320.00%0.00%0.00%Q4 2019Q3 202315
US BANCORP \DE\ 15150.00%0.00%0.00%Q1 2020Q3 202315
Rockefeller Capital Management L.P. 14140.00%0.00%0.00%Q3 2019Q4 202214
ASPIRIANT, LLC 14140.08%0.34%0.65%Q2 2020Q3 202314
FMR LLC 1110.00%0.00%0.00%Q4 2018Q3 202314
Ironwood Financial, llc 14140.02%0.02%0.03%Q2 2018Q3 202114
MML INVESTORS SERVICES, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Personal Wealth Partners 13130.20%0.24%0.26%Q1 2019Q1 202213
ENVESTNET ASSET MANAGEMENT INC 13130.00%0.00%0.00%Q3 2020Q3 202313
PrairieView Partners, LLC 13130.01%0.02%0.02%Q3 2020Q3 202313
Elmwood Wealth Management, Inc. 710.02%0.03%0.03%Q1 2018Q4 202113
DB Wealth Management Group, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Bond & Devick Financial Network, Inc. 12120.37%0.50%0.69%Q4 2020Q3 202312
EVOKE WEALTH, LLC 1110.00%0.00%0.00%Q3 2019Q3 202212
1832 Asset Management L.P. 12120.00%0.00%0.00%Q1 2019Q4 202112
Cambridge Investment Research Advisors, Inc. 1020.00%0.00%0.00%Q3 2020Q3 202312
Geneos Wealth Management Inc. 12120.00%0.00%0.01%Q4 2020Q3 202312
Betterment LLC 12120.20%0.49%0.59%Q4 2020Q3 202312
Crewe Advisors LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Ameritas Investment Partners, Inc. 11110.00%0.00%0.00%Q2 2019Q4 202111
WRAPMANAGER INC 11110.07%0.08%0.09%Q1 2021Q3 202311
SHINE INVESTMENT ADVISORY SERVICES INC 11110.02%0.02%0.02%Q1 2018Q3 202011
BALDWIN BROTHERS LLC/MA 11110.00%0.00%0.01%Q2 2017Q4 201911
Concord Wealth Partners 740.02%0.09%0.34%Q4 2020Q3 202311
4Thought Financial Group Inc. 11110.02%0.02%0.02%Q1 2021Q3 202311
Brinker Capital Investments, LLC 11110.00%0.01%0.01%Q2 2017Q4 201911
Creative Planning 11110.00%0.00%0.00%Q1 2021Q3 202311
CREDIT SUISSE AG/ 610.00%0.00%0.01%Q4 2014Q3 201810
BARCLAYS PLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Community Bank, N.A. 10100.00%0.00%0.00%Q2 2021Q3 202310
CIBC BANK USA 10100.15%0.16%0.18%Q2 2016Q3 201810
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.00%Q2 2017Q3 202310
NOTTINGHAM ADVISORS, INC. 10100.03%0.05%0.13%Q2 2021Q3 202310
Private Advisor Group, LLC 910.00%0.01%0.02%Q2 2020Q3 202310
FLOW TRADERS U.S. LLC 730.08%0.96%2.25%Q1 2021Q3 202310
Merriman Wealth Management, LLC 10100.07%0.08%0.10%Q1 2018Q2 202010
Cerity Partners LLC 810.00%0.02%0.06%Q4 2020Q1 20239
Ten Capital Wealth Advisors, LLC 990.00%0.00%0.00%Q1 2021Q1 20239
Wealthfront Advisers LLC 990.00%0.01%0.01%Q3 2021Q3 20239
Financial Enhancement Group LLC 990.01%0.01%0.02%Q1 2018Q1 20209
First Command Financial Services, Inc. 880.01%0.02%0.03%Q1 2021Q4 20228
Long Run Wealth Advisors, LLC 880.34%0.36%0.39%Q4 2021Q3 20238
Carolina Wealth Advisors, LLC 880.08%0.09%0.11%Q4 2019Q3 20218
Wagner Wealth Management, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
First Command Bank 880.01%0.02%0.03%Q1 2021Q4 20228
Clearstead Advisors, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
BREWIN DOLPHIN LTD 880.00%0.00%0.00%Q3 2017Q2 20198
AdvisorNet Financial, Inc 880.00%0.01%0.01%Q4 2021Q3 20238
KilterHowling LLC 430.21%0.25%0.31%Q4 2021Q3 20237
Wolf Group Capital Advisors 770.11%0.16%0.22%Q4 2021Q2 20237
GPS Wealth Strategies Group, LLC 430.00%0.00%0.00%Q4 2021Q3 20237
RAYMOND JAMES & ASSOCIATES 770.00%0.00%0.00%Q4 2021Q2 20237
Private Capital Group, LLC 770.00%0.00%0.00%Q1 2020Q3 20217
Dynamic Advisor Solutions LLC 770.03%0.04%0.05%Q4 2020Q2 20227
Raleigh Capital Management Inc. 770.00%0.00%0.01%Q1 2022Q3 20237
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Parallel Advisors, LLC 430.00%0.00%0.00%Q3 2019Q3 20227
CREATIVE FINANCIAL DESIGNS INC /ADV 770.00%0.00%0.00%Q2 2020Q4 20217
Investors Research Corp 770.00%0.01%0.01%Q1 2022Q3 20237
Ameritas Investment Company, LLC 310.00%0.01%0.01%Q4 2018Q3 20217
MSI Financial Services Inc 770.00%0.00%0.00%Q2 2015Q4 20167
Relyea Zuckerberg Hanson LLC 770.09%0.25%0.42%Q4 2019Q2 20217
Choate Investment Advisors 610.00%0.01%0.01%Q3 2020Q3 20237
BENJAMIN F. EDWARDS & COMPANY, INC. 770.00%0.00%0.01%Q1 2022Q3 20237
EXANE DERIVATIVES 660.04%0.35%0.64%Q1 2021Q2 20226
PSI Advisors, LLC 510.00%0.00%0.00%Q4 2019Q3 20226
Advisor Group, Inc. 660.00%0.00%0.00%Q3 2018Q4 20196
CITIGROUP INC 660.00%0.00%0.00%Q3 2018Q4 20196
Highland Private Wealth Management 660.05%0.06%0.12%Q2 2021Q3 20226
MIRSKY FINANCIAL MANAGEMENT CORP. 510.11%0.11%0.13%Q4 2019Q4 20216
Golden State Wealth Management, LLC 310.05%0.05%0.06%Q1 2019Q1 20226
Certified Advisory Corp 510.02%0.02%0.02%Q2 2019Q1 20216
CAPTRUST FINANCIAL ADVISORS 660.00%0.00%0.00%Q1 2021Q2 20226
Atria Wealth Solutions, Inc. 420.00%0.00%0.00%Q1 2022Q3 20236
Clean Yield Group 660.01%0.01%0.01%Q2 2021Q3 20226
Bogart Wealth, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
ZEVIN ASSET MANAGEMENT LLC 660.05%0.05%0.06%Q3 2020Q4 20216
Global Retirement Partners, LLC 330.00%0.01%0.01%Q1 2018Q1 20206
Cetera Advisor Networks LLC 410.00%0.01%0.03%Q2 2020Q3 20235
BNP PARIBAS FINANCIAL MARKETS 550.00%0.00%0.00%Q3 2022Q3 20235
Merit Financial Group, LLC 410.01%0.02%0.02%Q2 2021Q2 20235
Kore Private Wealth LLC 320.00%0.00%0.01%Q4 2018Q2 20205
Ameritas Advisory Services, LLC 210.01%0.01%0.01%Q4 2021Q3 20235
Stuart Chaussee & Associates, Inc. 550.02%0.04%0.11%Q3 2017Q3 20185
Gradient Investments LLC 550.04%0.04%0.06%Q3 2022Q3 20235
Aaron Wealth Advisors LLC 220.03%0.05%0.09%Q2 2022Q3 20234
Destiny Wealth Partners, LLC 310.01%0.01%0.01%Q1 2021Q1 20224
Cardinal Point Capital Management ULC 440.25%0.28%0.30%Q4 2022Q3 20234
Arkadios Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
Wharton Business Group, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Community Financial Services Group, LLC 310.15%0.23%0.38%Q2 2021Q3 20234
Moss Adams Wealth Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
SCOTIA CAPITAL INC. 440.00%0.01%0.01%Q2 2021Q1 20224
Snowden Capital Advisors LLC 440.06%0.08%0.10%Q1 2016Q4 20164
Capital Directions Investment Advisors, LLC 440.00%0.00%0.00%Q2 2016Q1 20174
Charter Oak Capital Management, LLC 440.01%0.01%0.01%Q3 2021Q2 20224
B. Riley Wealth Advisors, Inc. 440.01%0.01%0.01%Q1 2021Q4 20214
SVB WEALTH LLC 440.00%0.00%0.00%Q4 2019Q3 20204
Dragon Financial & Investment Group, LLC 441.34%1.74%2.64%Q4 2017Q3 20184
TD Waterhouse Canada Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
Relative Value Partners Group, LLC 440.08%0.16%0.20%Q4 2022Q3 20234
Wealthsimple Inc. 440.02%0.02%0.03%Q4 2021Q3 20224
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
First Allied Advisory Services, Inc. 330.01%0.02%0.02%Q3 2017Q1 20183
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q4 2016Q2 20223
Virtu KCG Holdings LLC 110.01%0.03%0.06%Q2 2015Q1 20173
Kalos Management, Inc. 330.06%0.09%0.14%Q3 2021Q1 20223
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2018Q1 20233
Watson Rebecca 330.16%0.16%0.17%Q4 2019Q2 20203
Veritable, L.P. 210.01%0.01%0.02%Q3 2016Q3 20223
Flagship Private Wealth, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
Rise Advisors, LLC 330.14%0.15%0.17%Q4 2021Q2 20223
Northland Capital Management LLC 333.49%3.90%4.42%Q4 2021Q2 20223
Laird Norton Wetherby Wealth Management, LLC 330.01%0.01%0.01%Q2 2021Q4 20213
Capricorn Investment Group LLC 330.19%10.93%22.60%Q4 2021Q2 20223
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
NORTHERN TRUST CORP 210.00%0.00%0.00%Q2 2018Q3 20233
Wealthsimple US, Ltd. 331.16%6.73%17.42%Q4 2019Q2 20203
Wealthspire Advisors, L.P. 330.00%0.00%0.00%Q3 2018Q1 20193
American Portfolios Advisors 330.00%0.00%0.00%Q1 2018Q3 20183
Rock Creek Group, LP 330.87%0.92%0.96%Q2 2019Q4 20193
Maxim Capital Management LLC 220.99%1.18%1.38%Q1 2020Q2 20202
Golden State Equity Partners 220.12%0.12%0.12%Q2 2021Q3 20212
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q4 2021Q4 20222
EVERGREEN CAPITAL MANAGEMENT LLC 220.03%0.03%0.03%Q2 2023Q3 20232
FURE FINANCIAL CORP 220.00%0.00%0.00%Q3 2020Q4 20202
Arjuna Capital 110.03%0.10%0.16%Q1 2019Q2 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Kestra Advisory Services, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Sepio Capital, LP 220.18%0.19%0.21%Q4 2021Q1 20222
BRIGHTON JONES LLC 220.02%0.02%0.02%Q2 2023Q3 20232
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q1 2019Q3 20232
Cardinal Point Wealth Management Partners, LLC 220.12%0.12%0.12%Q2 2022Q3 20222
BROWN ADVISORY INC 110.00%0.00%0.00%Q3 2022Q1 20232
PNC FINANCIAL SERVICES GROUP, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Desjardins Global Asset Management Inc. 220.42%0.45%0.48%Q2 2023Q3 20232
Wealthcare Advisory Partners LLC 110.01%0.01%0.01%Q1 2021Q4 20212
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2021Q2 20222
PARAMETRIC PORTFOLIO ASSOCIATES LLC 220.04%0.04%0.05%Q2 2015Q3 20152
RWA WEALTH PARTNERS, LLC 220.00%0.00%0.01%Q1 2018Q2 20182
WealthShield Partners, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q1 2018Q3 20182
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 220.00%0.00%0.00%Q2 2023Q3 20232
Cetera Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Ellevest, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
OLD MISSION CAPITAL LLC 110.01%0.01%0.01%Q2 2022Q2 20221
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q1 2022Q1 20221
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
&PARTNERS 110.09%0.09%0.09%Q3 2023Q3 20231
TRILLIUM ASSET MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Hansberger Growth Investors, LP 113.01%3.01%3.01%Q4 2018Q4 20181
PRW Wealth Management LLC 110.18%0.18%0.18%Q2 2021Q2 20211
HRT FINANCIAL LP 110.00%0.00%0.00%Q1 2022Q1 20221
Tuttle Capital Management, LLC 110.29%0.29%0.29%Q3 2018Q3 20181
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2017Q1 20171
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
CX Institutional 110.04%0.04%0.04%Q2 2022Q2 20221
Estate Counselors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
RATIONAL ADVISORS LLC 110.36%0.36%0.36%Q3 2018Q3 20181
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Cable Hill Partners, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
COOPERMAN LEON G 110.02%0.02%0.02%Q2 2021Q2 20211
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
Ground Swell Capital, LLC 110.86%0.86%0.86%Q4 2020Q4 20201
HOWARD WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
EWG Elevate Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Phoenix Wealth Advisors 110.87%0.87%0.87%Q4 2022Q4 20221
Ally Invest Advisors Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
NewDay Solutions, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Kingsview Wealth Management, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Allworth Financial LP 110.00%0.00%0.00%Q4 2022Q4 20221
StoneX Group Inc. 110.23%0.23%0.23%Q4 2021Q4 20211
First Capital Advisors Group, LLC. 110.05%0.05%0.05%Q1 2018Q1 20181
External links

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