Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
BANK OF AMERICA CORP /DE/ | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Investure, LLC | 34 | 34 | 2.41% | 6.17% | 13.06% | Q2 2015 | Q3 2023 | 34 |
GLENMEDE TRUST CO NA | 20 | 13 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 33 |
JPMORGAN CHASE & CO | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
ROYAL BANK OF CANADA | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Focused Wealth Management, Inc | 29 | 29 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 29 |
WELLS FARGO & COMPANY/MN | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
GOULD ASSET MANAGEMENT LLC /CA/ | 28 | 28 | 0.14% | 0.26% | 0.42% | Q4 2016 | Q3 2023 | 28 |
LPL Financial LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Stonehearth Capital Management, LLC | 26 | 26 | 0.18% | 0.73% | 1.13% | Q3 2017 | Q4 2023 | 26 |
GOLDMAN SACHS GROUP INC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
AMERIPRISE FINANCIAL INC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Mandatum Life Insurance Co Ltd | 25 | 25 | 0.10% | 0.23% | 0.35% | Q4 2015 | Q4 2021 | 25 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 25 |
RITHOLTZ WEALTH MANAGEMENT | 25 | 25 | 0.05% | 0.14% | 0.24% | Q3 2017 | Q3 2023 | 25 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Raymond James Financial Services Advisors, Inc. | 19 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 24 |
CWM, LLC | 15 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 23 |
HUNTINGTON NATIONAL BANK | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Van Hulzen Asset Management, LLC | 23 | 23 | 0.08% | 0.11% | 0.20% | Q1 2018 | Q3 2023 | 23 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 18 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 22 |
Advisory Services Network, LLC | 20 | 1 | 0.00% | 0.05% | 0.12% | Q1 2016 | Q3 2023 | 22 |
First Horizon Advisors, Inc. | 16 | 6 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 22 |
BlackRock Inc. | 18 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 19 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 22 |
Migdal Insurance & Financial Holdings Ltd. | 20 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 19 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
SPINNAKER TRUST | 20 | 1 | 0.03% | 0.04% | 0.06% | Q1 2015 | Q2 2020 | 21 |
PROFFITT & GOODSON INC | 21 | 21 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 21 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 20 | 20 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 20 |
BSW Wealth Partners | 20 | 20 | 0.75% | 1.61% | 3.39% | Q4 2018 | Q3 2023 | 20 |
HOWARD FINANCIAL SERVICES, LTD. | 19 | 19 | 0.07% | 0.15% | 0.23% | Q4 2018 | Q2 2023 | 19 |
New Capital Management LP | 18 | 18 | 0.01% | 0.18% | 0.43% | Q4 2016 | Q1 2021 | 18 |
HighTower Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Dougherty Wealth Advisers LLC | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Miracle Mile Advisors, LLC | 16 | 1 | 0.02% | 0.07% | 0.11% | Q2 2019 | Q3 2023 | 17 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.04% | 0.14% | Q1 2018 | Q3 2023 | 17 |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Baird Financial Group, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
TIEDEMANN ADVISORS, LLC | 16 | 16 | 0.04% | 0.31% | 0.78% | Q4 2019 | Q3 2023 | 16 |
Patten Group, Inc. | 14 | 2 | 0.00% | 0.13% | 0.18% | Q3 2018 | Q3 2023 | 16 |
CERTUITY, LLC | 16 | 16 | 0.04% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Lee Financial Co | 16 | 16 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2023 | 16 |
ALBION FINANCIAL GROUP /UT | 10 | 6 | 0.03% | 0.25% | 0.64% | Q3 2019 | Q3 2023 | 16 |
IFP Advisors, Inc | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 16 |
University of Maryland Foundation, Inc. | 16 | 16 | 0.95% | 1.82% | 3.21% | Q4 2019 | Q3 2023 | 16 |
Global Endowment Management, LP | 15 | 15 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2022 | 15 |
Front Row Advisors LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 2 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 15 |
BANK OF MONTREAL /CAN/ | 13 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
US BANCORP \DE\ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 14 |
ASPIRIANT, LLC | 14 | 14 | 0.08% | 0.34% | 0.65% | Q2 2020 | Q3 2023 | 14 |
FMR LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 14 |
Ironwood Financial, llc | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2021 | 14 |
MML INVESTORS SERVICES, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Personal Wealth Partners | 13 | 13 | 0.20% | 0.24% | 0.26% | Q1 2019 | Q1 2022 | 13 |
ENVESTNET ASSET MANAGEMENT INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
PrairieView Partners, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Elmwood Wealth Management, Inc. | 7 | 1 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q4 2021 | 13 |
DB Wealth Management Group, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Bond & Devick Financial Network, Inc. | 12 | 12 | 0.37% | 0.50% | 0.69% | Q4 2020 | Q3 2023 | 12 |
EVOKE WEALTH, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 12 |
1832 Asset Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 12 |
Cambridge Investment Research Advisors, Inc. | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Geneos Wealth Management Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Betterment LLC | 12 | 12 | 0.20% | 0.49% | 0.59% | Q4 2020 | Q3 2023 | 12 |
Crewe Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Ameritas Investment Partners, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
WRAPMANAGER INC | 11 | 11 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q3 2023 | 11 |
SHINE INVESTMENT ADVISORY SERVICES INC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2020 | 11 |
BALDWIN BROTHERS LLC/MA | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2019 | 11 |
Concord Wealth Partners | 7 | 4 | 0.02% | 0.09% | 0.34% | Q4 2020 | Q3 2023 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Brinker Capital Investments, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2019 | 11 |
Creative Planning | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CREDIT SUISSE AG/ | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2018 | 10 |
BARCLAYS PLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Community Bank, N.A. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CIBC BANK USA | 10 | 10 | 0.15% | 0.16% | 0.18% | Q2 2016 | Q3 2018 | 10 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 10 |
NOTTINGHAM ADVISORS, INC. | 10 | 10 | 0.03% | 0.05% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Private Advisor Group, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 10 |
FLOW TRADERS U.S. LLC | 7 | 3 | 0.08% | 0.96% | 2.25% | Q1 2021 | Q3 2023 | 10 |
Merriman Wealth Management, LLC | 10 | 10 | 0.07% | 0.08% | 0.10% | Q1 2018 | Q2 2020 | 10 |
Cerity Partners LLC | 8 | 1 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q1 2023 | 9 |
Ten Capital Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Financial Enhancement Group LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2020 | 9 |
First Command Financial Services, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 8 |
Long Run Wealth Advisors, LLC | 8 | 8 | 0.34% | 0.36% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Carolina Wealth Advisors, LLC | 8 | 8 | 0.08% | 0.09% | 0.11% | Q4 2019 | Q3 2021 | 8 |
Wagner Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
First Command Bank | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 8 |
Clearstead Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
BREWIN DOLPHIN LTD | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 8 |
AdvisorNet Financial, Inc | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
KilterHowling LLC | 4 | 3 | 0.21% | 0.25% | 0.31% | Q4 2021 | Q3 2023 | 7 |
Wolf Group Capital Advisors | 7 | 7 | 0.11% | 0.16% | 0.22% | Q4 2021 | Q2 2023 | 7 |
GPS Wealth Strategies Group, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
RAYMOND JAMES & ASSOCIATES | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Private Capital Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Dynamic Advisor Solutions LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2022 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Parallel Advisors, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Investors Research Corp | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 7 |
MSI Financial Services Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
Relyea Zuckerberg Hanson LLC | 7 | 7 | 0.09% | 0.25% | 0.42% | Q4 2019 | Q2 2021 | 7 |
Choate Investment Advisors | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
EXANE DERIVATIVES | 6 | 6 | 0.04% | 0.35% | 0.64% | Q1 2021 | Q2 2022 | 6 |
PSI Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 6 |
Advisor Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
CITIGROUP INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Highland Private Wealth Management | 6 | 6 | 0.05% | 0.06% | 0.12% | Q2 2021 | Q3 2022 | 6 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 5 | 1 | 0.11% | 0.11% | 0.13% | Q4 2019 | Q4 2021 | 6 |
Golden State Wealth Management, LLC | 3 | 1 | 0.05% | 0.05% | 0.06% | Q1 2019 | Q1 2022 | 6 |
Certified Advisory Corp | 5 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q1 2021 | 6 |
CAPTRUST FINANCIAL ADVISORS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Atria Wealth Solutions, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Clean Yield Group | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
ZEVIN ASSET MANAGEMENT LLC | 6 | 6 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q4 2021 | 6 |
Global Retirement Partners, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 6 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 5 |
BNP PARIBAS FINANCIAL MARKETS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Merit Financial Group, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 5 |
Ameritas Advisory Services, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Stuart Chaussee & Associates, Inc. | 5 | 5 | 0.02% | 0.04% | 0.11% | Q3 2017 | Q3 2018 | 5 |
Gradient Investments LLC | 5 | 5 | 0.04% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Aaron Wealth Advisors LLC | 2 | 2 | 0.03% | 0.05% | 0.09% | Q2 2022 | Q3 2023 | 4 |
Destiny Wealth Partners, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 4 |
Cardinal Point Capital Management ULC | 4 | 4 | 0.25% | 0.28% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Wharton Business Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Community Financial Services Group, LLC | 3 | 1 | 0.15% | 0.23% | 0.38% | Q2 2021 | Q3 2023 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SCOTIA CAPITAL INC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Snowden Capital Advisors LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q1 2016 | Q4 2016 | 4 |
Capital Directions Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Charter Oak Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
B. Riley Wealth Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Dragon Financial & Investment Group, LLC | 4 | 4 | 1.34% | 1.74% | 2.64% | Q4 2017 | Q3 2018 | 4 |
TD Waterhouse Canada Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Relative Value Partners Group, LLC | 4 | 4 | 0.08% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Wealthsimple Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
First Allied Advisory Services, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q1 2018 | 3 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 3 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q1 2017 | 3 |
Kalos Management, Inc. | 3 | 3 | 0.06% | 0.09% | 0.14% | Q3 2021 | Q1 2022 | 3 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 3 |
Watson Rebecca | 3 | 3 | 0.16% | 0.16% | 0.17% | Q4 2019 | Q2 2020 | 3 |
Veritable, L.P. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2022 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Rise Advisors, LLC | 3 | 3 | 0.14% | 0.15% | 0.17% | Q4 2021 | Q2 2022 | 3 |
Northland Capital Management LLC | 3 | 3 | 3.49% | 3.90% | 4.42% | Q4 2021 | Q2 2022 | 3 |
Laird Norton Wetherby Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Capricorn Investment Group LLC | 3 | 3 | 0.19% | 10.93% | 22.60% | Q4 2021 | Q2 2022 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
NORTHERN TRUST CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 3 |
Wealthsimple US, Ltd. | 3 | 3 | 1.16% | 6.73% | 17.42% | Q4 2019 | Q2 2020 | 3 |
Wealthspire Advisors, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
American Portfolios Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Rock Creek Group, LP | 3 | 3 | 0.87% | 0.92% | 0.96% | Q2 2019 | Q4 2019 | 3 |
Maxim Capital Management LLC | 2 | 2 | 0.99% | 1.18% | 1.38% | Q1 2020 | Q2 2020 | 2 |
Golden State Equity Partners | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q3 2021 | 2 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
FURE FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Arjuna Capital | 1 | 1 | 0.03% | 0.10% | 0.16% | Q1 2019 | Q2 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Kestra Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Sepio Capital, LP | 2 | 2 | 0.18% | 0.19% | 0.21% | Q4 2021 | Q1 2022 | 2 |
BRIGHTON JONES LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 2 |
Cardinal Point Wealth Management Partners, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q3 2022 | 2 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
PNC FINANCIAL SERVICES GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Desjardins Global Asset Management Inc. | 2 | 2 | 0.42% | 0.45% | 0.48% | Q2 2023 | Q3 2023 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2015 | Q3 2015 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2018 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
&PARTNERS | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
TRILLIUM ASSET MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Hansberger Growth Investors, LP | 1 | 1 | 3.01% | 3.01% | 3.01% | Q4 2018 | Q4 2018 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2018 | Q3 2018 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CX Institutional | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Estate Counselors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2018 | Q3 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
COOPERMAN LEON G | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2020 | Q4 2020 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Phoenix Wealth Advisors | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2022 | Q4 2022 | 1 |
Ally Invest Advisors Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
StoneX Group Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.