ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BlackRock Inc. 1610.00%0.00%0.01%Q2 2016Q3 202324
ROYAL BANK OF CANADA 23230.00%0.00%0.00%Q1 2018Q3 202323
Citadel Advisors 510.00%0.00%0.01%Q1 2019Q3 202323
MORGAN STANLEY 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
BLAIR WILLIAM & CO/IL 21210.00%0.00%0.00%Q3 2018Q3 202321
Ninety One UK Ltd 20200.00%0.01%0.02%Q4 2018Q3 202320
HSBC HOLDINGS PLC 19190.00%0.00%0.01%Q1 2019Q3 202319
EDMOND DE ROTHSCHILD HOLDING S.A. 19190.00%0.00%0.02%Q2 2017Q4 202119
BANK OF AMERICA CORP /DE/ 1510.00%0.00%0.00%Q2 2018Q3 202318
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
WELLS FARGO & COMPANY/MN 18180.00%0.00%0.00%Q2 2019Q3 202318
JANE STREET GROUP, LLC 810.00%0.00%0.01%Q2 2016Q3 202316
State of New Jersey Common Pension Fund D 16160.08%0.15%0.22%Q4 2019Q3 202316
JPMORGAN CHASE & CO 1510.00%0.00%0.02%Q2 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Pictet North America Advisors SA 14140.03%0.24%0.95%Q2 2020Q3 202314
MOODY ALDRICH PARTNERS LLC 13130.05%0.07%0.10%Q3 2020Q3 202313
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.00%Q1 2019Q3 202313
BANQUE PICTET & CIE SA 13130.00%0.01%0.06%Q2 2020Q2 202313
UBS Group AG 310.00%0.00%0.00%Q1 2018Q3 202313
AMERICAN INTERNATIONAL GROUP, INC. 13130.02%0.02%0.03%Q3 2020Q3 202313
Banque Cantonale Vaudoise 12120.00%0.01%0.02%Q4 2020Q3 202312
Vestcor Inc 11110.01%0.03%0.05%Q1 2021Q3 202311
Carroll Financial Associates, Inc. 11110.01%0.03%0.09%Q2 2019Q4 202111
CIBC Asset Management Inc 11110.02%0.03%0.03%Q1 2021Q3 202311
F&V Capital Management, LLC 11110.11%0.18%0.23%Q1 2021Q3 202311
CITIGROUP INC 11110.00%0.00%0.01%Q1 2021Q3 202311
COMMONWEALTH EQUITY SERVICES, LLC 11110.00%0.00%0.01%Q3 2019Q1 202211
OLD MISSION CAPITAL LLC 420.01%0.10%0.25%Q1 2020Q3 202311
LADENBURG THALMANN FINANCIAL SERVICES INC. 10100.00%0.00%0.00%Q3 2017Q4 201910
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 10100.00%0.00%0.00%Q2 2018Q3 202010
BANK OF MONTREAL /CAN/ 550.00%0.00%0.00%Q1 2019Q4 202110
ENVESTNET ASSET MANAGEMENT INC 510.00%0.00%0.00%Q3 2019Q3 202310
Wharton Business Group, LLC 10100.06%0.30%0.76%Q2 2021Q3 202310
MEITAV INVESTMENT HOUSE LTD 990.01%0.01%0.01%Q3 2021Q3 20239
SIMPLEX TRADING, LLC 510.00%0.00%0.00%Q1 2019Q3 20239
FLOW TRADERS U.S. LLC 410.01%0.05%0.14%Q2 2020Q3 20239
Raymond James Financial Services Advisors, Inc. 990.00%0.01%0.02%Q4 2020Q4 20229
CREDIT SUISSE AG/ 990.00%0.00%0.00%Q1 2021Q1 20239
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Rise Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Evolution Wealth Advisors, LLC 881.17%2.01%2.70%Q4 2021Q3 20238
Stelac Advisory Services LLC 880.04%0.05%0.06%Q4 2021Q3 20238
FIRST TRUST ADVISORS LP 880.00%0.00%0.01%Q3 2021Q2 20238
WELLINGTON MANAGEMENT GROUP LLP 710.00%0.00%0.00%Q4 2020Q1 20238
Grantham, Mayo, Van Otterloo & Co. LLC 770.02%0.07%0.17%Q2 2019Q4 20207
HARBOUR INVESTMENTS, INC. 520.00%0.00%0.00%Q3 2021Q2 20237
TRANSCEND CAPITAL ADVISORS, LLC 770.03%0.04%0.05%Q1 2022Q3 20237
NATIONAL BANK OF CANADA /FI/ 770.00%0.00%0.00%Q4 2021Q2 20237
HighTower Advisors, LLC 410.00%0.01%0.02%Q3 2019Q3 20237
Patriot Financial Group Insurance Agency, LLC 660.00%0.02%0.02%Q1 2021Q2 20226
Steward Partners Investment Advisory, LLC 660.00%0.01%0.03%Q2 2021Q3 20226
HAP Trading, LLC 330.04%0.14%0.27%Q1 2020Q3 20216
CANTOR FITZGERALD, L. P. 660.02%0.03%0.04%Q2 2022Q3 20236
H&H Retirement Design & Management INC 550.36%0.43%0.52%Q4 2021Q4 20225
MONTAG & CALDWELL, LLC 550.04%0.04%0.05%Q2 2022Q2 20235
TD Waterhouse Canada Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
GOLDMAN SACHS GROUP INC 210.00%0.00%0.00%Q1 2019Q2 20235
Capital Investment Advisory Services, LLC 550.02%0.02%0.02%Q4 2018Q4 20195
Cetera Advisor Networks LLC 310.00%0.01%0.01%Q2 2019Q2 20215
Rosenberg Matthew Hamilton 550.00%0.00%0.00%Q3 2022Q3 20235
STIFEL FINANCIAL CORP 440.00%0.00%0.00%Q3 2022Q2 20234
Rockbridge Investment Management, LCC 440.00%0.01%0.01%Q1 2021Q4 20214
BBR PARTNERS, LLC 440.11%0.11%0.13%Q4 2022Q3 20234
CHANNING GLOBAL ADVISORS, LLC 440.33%0.45%0.59%Q4 2021Q3 20224
BESSEMER GROUP INC 440.00%0.00%0.00%Q4 2022Q3 20234
Ativo Capital Management LLC 440.42%0.55%0.80%Q4 2020Q3 20214
JGP Wealth Management, LLC 440.06%0.07%0.07%Q4 2020Q3 20214
Qube Research & Technologies Ltd 310.00%0.00%0.00%Q1 2022Q3 20234
FMR LLC 110.00%0.00%0.00%Q2 2019Q4 20214
Integrated Wealth Concepts LLC 440.01%0.01%0.01%Q4 2022Q3 20234
TBH Global Asset Management, LLC 440.16%0.46%0.79%Q4 2022Q3 20234
Belvedere Trading LLC 330.00%0.06%0.13%Q4 2020Q2 20214
WOLVERINE TRADING, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Stewardship Financial Advisors, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Private Ocean, LLC 330.02%0.03%0.03%Q3 2019Q1 20203
Rockefeller Capital Management L.P. 330.00%0.00%0.00%Q3 2021Q1 20223
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 330.00%0.00%0.00%Q4 2022Q2 20233
Ironwood Financial, llc 330.00%0.00%0.00%Q1 2021Q3 20213
Accel Wealth Management 330.14%0.17%0.19%Q4 2020Q2 20213
CAPTRUST FINANCIAL ADVISORS 210.00%0.00%0.00%Q2 2021Q2 20223
ClariVest Asset Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BRANDYWINE OAK PRIVATE WEALTH LLC 330.57%0.62%0.65%Q3 2021Q1 20223
Red Tortoise LLC 210.02%0.02%0.02%Q3 2021Q1 20233
IFP Advisors, Inc 330.00%0.00%0.00%Q1 2022Q3 20223
WESCAP Management Group, Inc. 330.08%0.30%0.64%Q1 2023Q3 20233
Fulcrum Equity Management 330.28%0.38%0.45%Q3 2020Q1 20213
Advisor Group, Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
Highland Financial Advisors, LLC 220.35%0.42%0.50%Q2 2022Q3 20222
RHUMBLINE ADVISERS 220.00%0.00%0.00%Q2 2023Q3 20232
Man Group plc 220.00%0.00%0.00%Q2 2023Q3 20232
Invesco Ltd. 110.00%0.00%0.00%Q2 2019Q1 20212
MARSHALL WACE, LLP 110.00%0.00%0.00%Q2 2021Q3 20232
Rock Creek Group, LP 223.88%4.24%4.59%Q1 2021Q2 20212
Pacer Advisors, Inc. 220.00%0.00%0.00%Q2 2019Q3 20192
Investment Research & Advisory Group, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Cornerstone Wealth Management, LLC 220.13%0.13%0.14%Q1 2021Q2 20212
Bank of New York Mellon Corp 220.00%0.00%0.00%Q3 2021Q4 20212
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Vontobel Holding Ltd. 220.00%0.00%0.00%Q1 2022Q2 20222
Cambridge Investment Research Advisors, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
BANK PICTET & CIE (ASIA) LTD 220.06%0.06%0.06%Q3 2021Q4 20212
SPINNAKER TRUST 220.44%0.44%0.45%Q4 2021Q1 20222
CASTLE WEALTH MANAGEMENT LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Hilltop Holdings Inc. 220.34%0.39%0.44%Q3 2020Q4 20202
Activest Wealth Management 220.04%0.05%0.05%Q3 2022Q4 20222
Knollwood Investment Advisory, LLC 221.35%1.98%2.61%Q4 2022Q1 20232
Baird Financial Group, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
S.A. Mason LLC 220.01%0.01%0.01%Q4 2019Q1 20202
AJ WEALTH STRATEGIES, LLC 220.10%0.11%0.11%Q4 2022Q1 20232
Allianz Asset Management GmbH 110.00%0.00%0.00%Q3 2020Q3 20201
Pinnacle Advisory Group, Inc. 110.23%0.23%0.23%Q2 2019Q2 20191
Ninety One North America, Inc. 110.31%0.31%0.31%Q4 2021Q4 20211
CONNABLE OFFICE INC 111.34%1.34%1.34%Q4 2022Q4 20221
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q1 2022Q1 20221
Jaffetilchin Investment Partners, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
RAYMOND JAMES & ASSOCIATES 110.00%0.00%0.00%Q3 2021Q3 20211
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
NORTHERN TRUST CORP 110.00%0.00%0.00%Q4 2020Q4 20201
Northeast Financial Consultants Inc 110.01%0.01%0.01%Q2 2021Q2 20211
PRICE T ROWE ASSOCIATES INC /MD/ 110.00%0.00%0.00%Q1 2021Q1 20211
Column Capital Advisors, LLC 110.09%0.09%0.09%Q3 2022Q3 20221
Allworth Financial LP 110.00%0.00%0.00%Q2 2022Q2 20221
LFA - Lugano Financial Advisors SA 110.00%0.00%0.00%Q3 2023Q3 20231
Compagnie Lombard Odier SCmA 110.01%0.01%0.01%Q1 2021Q1 20211
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
LPL Financial LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Meridian Wealth Management, LLC 110.12%0.12%0.12%Q1 2020Q1 20201
Ahrens Investment Partners LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Itau Unibanco Holding S.A. 110.05%0.05%0.05%Q1 2022Q1 20221
Daiwa Securities Group Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Eagle Bay Advisors LLC 110.00%0.00%0.00%Q3 2021Q3 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
OLD MISSION CAPITAL, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Redhawk Wealth Advisors, Inc. 110.64%0.64%0.64%Q2 2020Q2 20201
SVB Investment Services Inc. 110.06%0.06%0.06%Q4 2020Q4 20201
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q1 2021Q1 20211
MML INVESTORS SERVICES, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 110.11%0.11%0.11%Q1 2022Q1 20221
Cetera Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.11%0.11%0.11%Q2 2022Q2 20221
Emerald Advisors, LLC 110.16%0.16%0.16%Q1 2022Q1 20221
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q3 2021Q3 20211
Evercore Wealth Management, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Advisory Services Network, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Sunbelt Securities, Inc. 110.07%0.07%0.07%Q3 2020Q3 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Prism Advisors, Inc. 112.64%2.64%2.64%Q3 2023Q3 20231
Houlihan Financial Resource Group, Ltd. 110.01%0.01%0.01%Q3 2020Q3 20201
External links

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