ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 36360.00%0.00%0.00%Q4 2014Q3 202336
ROYAL BANK OF CANADA 35350.00%0.00%0.01%Q1 2015Q3 202335
MORGAN STANLEY 34340.00%0.01%0.02%Q2 2015Q3 202334
BlackRock Inc. 32320.00%0.00%0.01%Q4 2015Q3 202332
LPL Financial LLC 32320.00%0.01%0.04%Q4 2015Q3 202332
UBS Group AG 2930.00%0.00%0.00%Q1 2015Q3 202332
IFP Advisors, Inc 17140.00%0.01%0.03%Q4 2015Q3 202331
WELLS FARGO & COMPANY/MN 29290.00%0.01%0.04%Q3 2016Q3 202329
CITIGROUP INC 15140.00%0.01%0.09%Q2 2016Q3 202329
RAYMOND JAMES & ASSOCIATES 2720.00%0.02%0.19%Q2 2016Q3 202329
AMERIPRISE FINANCIAL INC 28280.00%0.00%0.00%Q4 2016Q3 202328
Raymond James Financial Services Advisors, Inc. 28280.00%0.02%0.07%Q4 2016Q3 202328
JANE STREET GROUP, LLC 1110.00%0.01%0.03%Q3 2014Q3 202327
Steward Partners Investment Advisory, LLC 1880.00%0.01%0.03%Q1 2017Q3 202326
Sutton Wealth Advisors Inc. 26260.00%0.00%0.00%Q2 2017Q3 202326
Chicago Partners Investment Group LLC 2510.02%0.06%0.16%Q1 2017Q3 202326
Citadel Advisors 510.00%0.00%0.00%Q2 2015Q3 202326
Gradient Investments LLC 2410.00%0.41%1.68%Q3 2016Q3 202325
Private Advisor Group, LLC 25250.00%0.01%0.05%Q2 2017Q2 202325
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 24240.00%0.04%0.07%Q4 2017Q3 202324
Larson Financial Group LLC 24240.73%2.69%5.36%Q4 2017Q3 202324
Front Row Advisors LLC 24240.01%0.01%0.01%Q4 2017Q3 202324
Fortis Advisors, LLC 24240.00%0.88%2.19%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Boston Standard Wealth Management, LLC 2222.74%3.23%3.74%Q4 2017Q4 202324
PARTNERS CAPITAL INVESTMENT GROUP, LLP 24240.16%1.52%2.66%Q4 2017Q3 202324
ENVESTNET ASSET MANAGEMENT INC 2040.00%0.01%0.02%Q4 2015Q3 202324
PNC FINANCIAL SERVICES GROUP, INC. 2210.00%0.00%0.00%Q1 2017Q3 202323
180 WEALTH ADVISORS, LLC 23230.12%0.28%0.68%Q1 2018Q3 202323
Cetera Advisors LLC 23230.01%0.02%0.03%Q1 2018Q3 202323
QUADRANT CAPITAL GROUP LLC 23230.00%0.28%0.76%Q1 2018Q3 202323
WealthPLAN Partners, LLC 1850.05%0.09%0.15%Q4 2017Q4 202323
TCI Wealth Advisors, Inc. 1840.00%0.01%0.07%Q2 2016Q1 202322
Arete Wealth Advisors, LLC 22220.00%0.15%0.37%Q2 2018Q3 202322
GREAT LAKES ADVISORS, LLC 22220.01%0.09%0.40%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
CAHABA WEALTH MANAGEMENT, INC. 21210.12%3.63%5.24%Q3 2017Q3 202221
US BANCORP \DE\ 20200.00%0.00%0.00%Q4 2018Q3 202321
Sumitomo Mitsui DS Asset Management Company, Ltd 21210.02%0.20%0.33%Q3 2018Q3 202321
Brinker Capital Investments, LLC 21210.01%0.03%0.06%Q4 2017Q4 202221
GOLDMAN SACHS GROUP INC 2010.00%0.00%0.01%Q4 2017Q3 202321
MASSMUTUAL TRUST CO FSB/ADV 2010.00%0.00%0.00%Q1 2017Q2 202221
MARK SHEPTOFF FINANCIAL PLANNING, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Asset Management One Co., Ltd. 20200.01%0.04%0.06%Q4 2018Q3 202320
AdvisorNet Financial, Inc 1910.00%0.00%0.01%Q3 2018Q3 202320
CWM, LLC 1280.00%0.00%0.00%Q3 2018Q3 202320
Capstone Financial Advisors, Inc. 20200.85%1.90%2.93%Q4 2018Q3 202320
JONES FINANCIAL COMPANIES LLLP 20200.00%0.11%0.22%Q4 2018Q3 202320
BENJAMIN F. EDWARDS & COMPANY, INC. 20200.03%0.06%0.10%Q3 2018Q2 202320
ERn Financial, LLC 20201.02%1.61%2.97%Q4 2018Q3 202320
Continuum Advisory, LLC 19190.06%0.32%0.65%Q2 2018Q4 202219
FMR LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
VOYA INVESTMENT MANAGEMENT LLC 19190.01%0.02%0.03%Q1 2019Q3 202319
Creative Planning 1810.00%0.01%0.01%Q2 2017Q3 202319
Cetera Advisor Networks LLC 810.00%0.02%0.10%Q1 2017Q3 202319
WINTRUST INVESTMENTS LLC 1720.03%0.20%0.49%Q2 2016Q4 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Stonehage Fleming Financial Services Holdings Ltd 720.01%0.01%0.02%Q2 2016Q3 202319
BAILARD, INC. 18180.14%0.24%0.33%Q2 2019Q3 202318
SUSQUEHANNA INTERNATIONAL GROUP, LLP 520.00%0.00%0.00%Q3 2015Q2 202218
CPWM, LLC 1080.04%0.05%0.10%Q4 2015Q3 202218
PHILLIPS FINANCIAL MANAGEMENT, LLC 750.01%0.18%0.47%Q1 2017Q3 202318
Savant Capital, LLC 18180.44%1.16%1.66%Q2 2019Q3 202318
Parallel Advisors, LLC 18180.00%0.01%0.02%Q2 2019Q3 202318
AE Wealth Management LLC 17170.00%0.01%0.02%Q3 2019Q3 202317
VIEWPOINT INVESTMENT PARTNERS CORP 17170.29%3.61%6.78%Q3 2019Q3 202317
MidWestOne Financial Group, Inc. 1340.04%0.09%0.16%Q2 2019Q3 202317
Lester Murray Antman dba SimplyRich 983.01%4.04%6.08%Q1 2019Q2 202317
Advisory Services Network, LLC 1320.00%0.02%0.04%Q4 2017Q1 202317
UNITED CAPITAL FINANCIAL ADVISORS, LLC 17170.01%0.03%0.04%Q3 2019Q3 202317
BRANDYWINE OAK PRIVATE WEALTH LLC 17170.62%1.18%2.15%Q3 2019Q3 202317
FIFTH THIRD BANCORP 17170.00%0.00%0.00%Q2 2019Q2 202317
Aptus Capital Advisors, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
LADENBURG THALMANN FINANCIAL SERVICES INC. 17170.00%0.00%0.01%Q4 2015Q4 201917
JPMORGAN CHASE & CO 1410.00%0.00%0.01%Q4 2016Q3 202317
BREWIN DOLPHIN LTD 17170.00%0.00%0.00%Q3 2017Q3 202117
Global Retirement Partners, LLC 910.00%0.01%0.02%Q4 2016Q3 202317
First Command Advisory Services, Inc. 16160.00%1.49%6.45%Q2 2018Q1 202216
DEUTSCHE BANK AG\ 1210.00%0.00%0.01%Q1 2018Q1 202316
Cordasco Financial Network 1510.01%0.03%0.05%Q4 2016Q2 202216
Cambridge Investment Research Advisors, Inc. 1420.00%0.00%0.02%Q3 2019Q3 202316
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 15150.01%0.02%0.02%Q1 2020Q3 202315
McIlrath & Eck, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
NICOLET ADVISORY SERVICES, LLC 15150.03%0.29%0.62%Q4 2019Q2 202315
Rosenberg Matthew Hamilton 15150.02%0.09%0.18%Q1 2020Q3 202315
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15150.01%0.08%0.12%Q1 2020Q3 202315
OneDigital Investment Advisors LLC 710.00%0.01%0.03%Q4 2017Q3 202315
Corrigan Financial, Inc. 15151.34%1.77%2.35%Q1 2020Q3 202315
Modera Wealth Management, LLC 15150.03%0.23%0.94%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Apella Capital, LLC 1230.02%0.38%0.77%Q1 2020Q4 202315
FIRST FOUNDATION ADVISORS 15150.01%0.12%1.03%Q1 2020Q3 202315
MUFG Americas Holdings Corp 15150.00%0.00%0.00%Q1 2019Q3 202215
Disciplined Investments, LLC 15150.01%0.02%0.03%Q4 2019Q2 202315
FIRST INTERSTATE BANK 1020.01%0.06%0.30%Q3 2019Q3 202315
Gunma Bank,Ltd. 15152.05%7.26%15.22%Q1 2020Q3 202315
BARCLAYS PLC 1010.00%0.00%0.00%Q2 2017Q3 202115
M&T BANK CORP 15150.36%0.41%0.52%Q1 2020Q3 202315
EFG Asset Management (Americas) Corp. 15150.19%0.24%0.31%Q1 2020Q3 202315
Merriman Wealth Management, LLC 15150.03%0.10%0.15%Q1 2020Q3 202315
PDS Planning, Inc 14141.49%2.36%2.83%Q2 2020Q3 202314
Brio Consultants, LLC 14140.08%0.13%0.21%Q4 2018Q1 202214
JFS WEALTH ADVISORS, LLC 14140.01%0.32%0.62%Q2 2020Q3 202314
Orion Portfolio Solutions, LLC 1220.00%0.03%0.05%Q1 2020Q3 202314
Financial Advocates Investment Management 14140.02%0.04%0.06%Q2 2020Q3 202314
OXFORD FINANCIAL GROUP, LTD. LLC 14140.13%0.62%1.21%Q2 2020Q3 202314
Money Design Co.,Ltd. 1130.00%0.46%1.64%Q1 2020Q3 202314
Geneos Wealth Management Inc. 770.00%0.01%0.04%Q1 2016Q3 202014
Retirement Group, LLC 910.01%0.04%0.07%Q4 2019Q3 202314
J.P. Morgan Private Wealth Advisors LLC 910.00%0.03%0.12%Q2 2018Q4 202214
BB&T SECURITIES, LLC 14140.01%0.02%0.02%Q2 2016Q3 201914
BANK OF MONTREAL /CAN/ 720.00%0.02%0.04%Q1 2019Q3 202314
Mitsubishi UFJ Asset Management Co., Ltd. 14140.00%0.08%0.25%Q2 2020Q3 202314
PARAMETRIC PORTFOLIO ASSOCIATES LLC 860.00%0.00%0.00%Q1 2018Q1 202214
Formidable Asset Management, LLC 13130.05%0.09%0.29%Q3 2020Q3 202313
NAPLES GLOBAL ADVISORS, LLC 13130.12%0.30%0.45%Q3 2020Q3 202313
FRANKLIN RESOURCES INC 13130.00%0.00%0.00%Q3 2020Q3 202313
Cresset Asset Management, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
SCOTIA CAPITAL INC. 1120.00%0.00%0.00%Q1 2019Q3 202313
Waldron Private Wealth LLC 13130.41%0.53%0.77%Q3 2020Q3 202313
HighTower Advisors, LLC 13130.00%0.04%0.06%Q3 2020Q3 202313
HSBC HOLDINGS PLC 850.00%0.07%0.15%Q3 2016Q3 202313
Elmwood Wealth Management, Inc. 710.00%0.01%0.01%Q1 2018Q4 202113
B. Riley Wealth Advisors, Inc. 1210.01%0.01%0.02%Q4 2019Q3 202313
Founders Financial Alliance, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
TFC Financial Management, Inc. 13130.10%0.15%0.20%Q3 2020Q3 202313
CREATIVE FINANCIAL DESIGNS INC /ADV 13130.00%0.01%0.01%Q3 2020Q3 202313
Wealthspire Advisors, LLC 1210.03%0.06%0.08%Q1 2020Q3 202313
Professional Financial Advisors, LLC 1210.10%0.30%1.32%Q4 2019Q1 202313
Capital Analysts, LLC 12120.00%0.03%0.04%Q4 2020Q3 202312
Kestra Advisory Services, LLC 12120.00%0.00%0.01%Q3 2020Q2 202312
Cutler Group LLC / CA 620.00%0.00%0.01%Q3 2021Q3 202312
EXENCIAL WEALTH ADVISORS, LLC 840.02%0.06%0.14%Q4 2019Q3 202312
Altavista Wealth Management, Inc. 12120.27%0.42%0.64%Q1 2019Q4 202112
Sequoia Financial Advisors, LLC 930.01%0.10%0.28%Q2 2019Q2 202212
THRIVENT FINANCIAL FOR LUTHERANS 12120.00%0.00%0.01%Q3 2020Q2 202312
FINANCIAL MANAGEMENT NETWORK INC 12120.13%0.27%0.39%Q4 2020Q3 202312
Waypoint Wealth Partners Inc. 12120.29%0.50%0.94%Q4 2020Q3 202312
People's United Financial, Inc. 12120.24%0.53%0.87%Q2 2019Q1 202212
PATHSTONE FAMILY OFFICE, LLC 840.00%0.02%0.06%Q1 2020Q3 202312
Advisor Group, Inc. 720.00%0.00%0.01%Q2 2016Q4 201912
GP Brinson Investments LLC 12121.80%2.68%2.94%Q1 2021Q4 202312
Destiny Wealth Partners, LLC 12120.66%0.77%0.86%Q4 2020Q3 202312
Klaas Financial Asset Advisors, LLC 12122.93%3.38%5.05%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
TRUEWEALTH LLC 11110.56%0.71%0.93%Q4 2017Q2 202011
Crescent Grove Advisors, LLC 11110.12%0.16%0.23%Q2 2020Q4 202211
MML INVESTORS SERVICES, LLC 1010.00%0.00%0.01%Q4 2019Q3 202311
Bank Julius Baer & Co. Ltd, Zurich 830.00%0.02%0.04%Q1 2020Q1 202311
Cedar Brook Financial Partners, LLC 740.05%0.06%0.07%Q4 2020Q3 202311
Spire Wealth Management 11110.00%0.00%0.03%Q1 2021Q3 202311
Advisory Alpha, LLC 11110.02%0.06%0.14%Q1 2021Q3 202311
One Capital Management, LLC 11110.81%1.33%1.60%Q1 2021Q3 202311
Ten Capital Wealth Advisors, LLC 11110.01%0.19%0.36%Q4 2020Q2 202311
Emerald Advisors, LLC 11110.14%0.24%0.31%Q1 2021Q3 202311
Dorsey & Whitney Trust CO LLC 11110.02%0.03%0.03%Q4 2020Q2 202311
American Portfolios Advisors 11110.13%0.23%0.29%Q1 2020Q3 202211
Sage Mountain Advisors LLC 11110.02%0.04%0.06%Q1 2021Q3 202311
Ellis Investment Partners, LLC 11110.02%0.02%0.03%Q1 2020Q3 202211
MERCER GLOBAL ADVISORS INC /ADV 11110.02%0.05%0.08%Q1 2021Q3 202311
Gryphon Financial Partners LLC 11110.05%0.11%0.22%Q1 2021Q3 202311
Qube Research & Technologies Ltd 710.00%0.02%0.06%Q4 2019Q3 202311
LifePlan Financial Group, Inc 11110.01%0.01%0.01%Q1 2018Q3 202011
CI INVESTMENTS INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
TimeScale Financial, Inc. 10100.00%0.00%0.00%Q1 2021Q2 202310
Compagnie Lombard Odier SCmA 10100.00%0.00%0.01%Q2 2021Q3 202310
SUMITOMO MITSUI FINANCIAL GROUP, INC. 820.00%0.02%0.04%Q1 2021Q3 202310
Oakwell Private Wealth Management, LLC 10102.47%3.15%3.83%Q4 2020Q1 202310
Wealthspire Advisors, L.P. 10100.00%0.06%0.12%Q2 2018Q3 202010
PRUDENTIAL FINANCIAL INC 310.00%0.00%0.00%Q3 2017Q3 202310
EDMOND DE ROTHSCHILD HOLDING S.A. 10100.00%0.03%0.09%Q2 2020Q3 202210
Dynamic Advisor Solutions LLC 640.02%0.07%0.11%Q4 2018Q2 202210
FIRST MERCHANTS CORP 10100.06%0.14%0.21%Q3 2017Q4 201910
Private Ocean, LLC 820.01%0.07%0.38%Q4 2018Q3 202310
Avestar Capital, LLC 550.00%0.41%0.95%Q4 2017Q1 202210
NATIXIS ADVISORS, L.P. 10100.00%0.00%0.00%Q4 2019Q1 202210
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
SVB Investment Services Inc. 10102.14%4.41%7.07%Q4 2019Q1 202210
Asset Dedication, LLC 910.00%0.00%0.01%Q1 2018Q4 202110
Invesco Ltd. 10100.00%0.00%0.00%Q4 2018Q1 202110
Commonwealth Equity Services, Inc 990.00%0.00%0.01%Q3 2015Q3 20179
COOPER/HAIMS ADVISORS, LLC 991.53%5.41%7.40%Q3 2021Q3 20239
COLLECTIVE FAMILY OFFICE LLC 540.10%0.43%0.88%Q1 2021Q3 20239
Claraphi Advisory Network, LLC 710.06%0.09%0.13%Q3 2019Q3 20229
Sound Income Strategies, LLC 710.00%0.02%0.07%Q3 2018Q3 20239
Allworth Financial LP 720.00%0.00%0.00%Q4 2020Q1 20239
Laurel Wealth Planning LLC 990.01%0.05%0.14%Q4 2020Q4 20229
Personal Capital Advisors Corp 810.00%0.01%0.10%Q3 2020Q4 20229
MANUFACTURERS LIFE INSURANCE COMPANY, THE 410.00%0.00%0.01%Q3 2016Q3 20239
PEAPACK GLADSTONE FINANCIAL CORP 990.01%0.01%0.02%Q3 2021Q3 20239
Betterment LLC 720.00%0.00%0.00%Q1 2021Q3 20239
Boltwood Capital Management 990.09%0.12%0.16%Q2 2020Q2 20229
Sigma Planning Corp 720.01%0.01%0.02%Q4 2019Q2 20239
Bedel Financial Consulting, Inc. 990.00%0.00%0.00%Q1 2020Q1 20229
Investors Research Corp 880.00%0.00%0.00%Q4 2021Q3 20238
FLAGSTAR ADVISORS INC 880.08%0.09%0.10%Q3 2021Q2 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.70%0.83%0.95%Q4 2021Q3 20238
True Link Financial Advisors, LLC 880.10%0.12%0.13%Q4 2020Q3 20228
NATIONAL BANK OF CANADA /FI/ 880.01%0.01%0.02%Q4 2021Q3 20238
Capasso Planning Partners LLC 881.59%1.93%2.40%Q4 2021Q3 20238
Treynor Bancshares, Inc. 880.62%0.76%0.94%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Mutual Advisors, LLC 530.01%0.02%0.02%Q2 2020Q3 20238
Wilshire Advisors LLC 885.52%6.17%6.87%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.01%0.02%Q4 2021Q3 20238
Syverson Strege & Co 880.01%0.02%0.04%Q2 2021Q1 20238
LAKE STREET ADVISORS GROUP, LLC 880.03%0.06%0.07%Q4 2021Q3 20238
Brand Asset Management Group, Inc. 880.02%0.35%1.02%Q2 2019Q1 20218
Realta Investment Advisors 420.00%0.02%0.04%Q1 2019Q3 20238
Diversified Portfolios, Inc. 880.06%1.11%2.39%Q4 2021Q3 20238
Mirae Asset Global Investments Co., Ltd. 410.00%0.02%0.04%Q3 2019Q3 20238
Pacific Center for Financial Services 880.01%0.01%0.01%Q2 2018Q1 20208
Brooklyn FI, LLC 881.73%2.26%2.73%Q4 2021Q3 20238
RS CRUM INC. 880.71%1.51%3.17%Q4 2021Q3 20238
Paulson Wealth Management Inc. 880.10%0.12%0.15%Q2 2020Q1 20228
CAPITAL PERFORMANCE ADVISORS LLP 880.45%0.56%0.64%Q4 2021Q3 20238
Main Street Financial Solutions, LLC 880.06%0.09%0.12%Q4 2020Q3 20228
Quent Capital, LLC 880.87%1.11%1.50%Q4 2021Q3 20238
LEO BROKERAGE, LLC 420.05%0.45%0.81%Q4 2020Q2 20238
SVB WEALTH LLC 880.04%0.25%0.33%Q4 2021Q3 20238
AIRE ADVISORS, LLC 880.26%0.70%2.58%Q4 2021Q3 20238
Rockefeller Capital Management L.P. 880.00%0.00%0.00%Q1 2021Q4 20228
Greenspring Advisors, LLC 880.23%0.52%0.85%Q4 2021Q3 20238
FAS Wealth Partners, Inc. 880.23%0.50%0.82%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.07%0.14%Q4 2021Q3 20238
MAS Advisors LLC 880.36%0.57%0.94%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 883.52%4.91%6.90%Q4 2021Q3 20238
Riverview Trust Co 882.96%4.18%6.95%Q4 2018Q3 20208
Allianz Asset Management GmbH 440.00%0.01%0.02%Q1 2019Q1 20228
Arkadios Wealth Advisors 880.00%0.00%0.02%Q4 2019Q3 20218
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.03%0.04%0.06%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 880.49%0.75%0.99%Q4 2021Q3 20238
Ameritas Investment Company, LLC 320.58%1.24%2.73%Q4 2018Q3 20218
Level Financial Advisors 880.70%1.54%2.56%Q4 2021Q3 20238
Lowe Wealth Advisors, LLC 880.00%0.00%0.00%Q3 2018Q2 20208
TD Capital Management LLC 880.00%0.00%0.01%Q4 2019Q3 20218
London & Capital Asset Management Ltd 770.02%0.03%0.03%Q3 2020Q1 20227
Integrated Wealth Concepts LLC 410.01%0.02%0.10%Q4 2017Q3 20237
REGATTA CAPITAL GROUP, LLC 520.07%0.09%0.11%Q4 2021Q3 20237
BNP PARIBAS FINANCIAL MARKETS 770.00%0.00%0.00%Q1 2022Q3 20237
BANQUE PICTET & CIE SA 770.03%0.04%0.04%Q3 2018Q1 20207
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.05%0.20%Q1 2021Q4 20227
Pictet North America Advisors SA 770.16%0.27%0.31%Q3 2018Q1 20207
Cetera Investment Advisers 770.00%0.00%0.01%Q1 2022Q3 20237
Squar Milner Financial Services LLC 520.01%0.02%0.07%Q2 2018Q1 20207
WHITENER CAPITAL MANAGEMENT, INC. 520.00%0.00%0.00%Q4 2017Q3 20197
IHT Wealth Management, LLC 770.01%0.04%0.04%Q4 2021Q2 20237
Sowell Financial Services LLC 770.01%0.01%0.03%Q3 2019Q1 20217
FormulaFolio Investments, LLC 770.07%0.99%1.43%Q3 2018Q1 20207
Beacon Pointe Advisors, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
20/20 Capital Management, Inc. 770.11%0.46%0.80%Q4 2019Q2 20217
OptiFour Integrated Wealth Management, LLC 773.37%3.54%3.91%Q2 2018Q4 20197
Pacifica Partners Inc. 770.01%0.01%0.01%Q2 2022Q4 20237
EXANE DERIVATIVES 520.00%0.02%0.04%Q3 2020Q2 20227
Anchor Investment Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Avior Wealth Management, LLC 770.00%0.00%0.00%Q2 2020Q4 20217
MSI Financial Services Inc 770.00%0.00%0.01%Q2 2015Q4 20167
SigFig Wealth Management, LLC 520.20%2.96%4.18%Q3 2017Q2 20197
Jacobi Capital Management LLC 770.00%0.00%0.00%Q1 2020Q3 20217
CAMG Solamere Management, LLC 770.46%1.56%1.95%Q4 2018Q2 20207
Ameritas Advisory Services, LLC 610.07%0.35%0.55%Q4 2021Q3 20237
Greytown Advisors Inc. 770.12%0.17%0.24%Q4 2016Q2 20187
Cable Hill Partners, LLC 770.00%0.03%0.06%Q3 2017Q1 20197
Wiser Wealth Management, Inc 770.13%2.48%3.01%Q4 2020Q2 20227
Twelve Points Wealth Management LLC 770.24%0.28%0.34%Q1 2022Q3 20237
Cerity Partners LLC 610.02%0.04%0.05%Q4 2021Q3 20237
Close Asset Management Ltd 770.02%0.03%0.04%Q1 2017Q3 20187
MFA WEALTH ADVISORS, LLC 662.24%2.87%3.44%Q2 2018Q3 20196
Schoolcraft Capital LLC 660.15%0.16%0.18%Q1 2020Q2 20216
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
SG Americas Securities, LLC 410.00%0.01%0.03%Q1 2017Q4 20216
Seaside Wealth Management, Inc. 660.21%1.82%2.66%Q2 2022Q3 20236
FLOW TRADERS U.S. LLC 310.01%0.04%0.08%Q3 2020Q3 20236
BOK Financial Private Wealth, Inc. 660.08%0.18%0.28%Q4 2018Q1 20206
OLD MISSION CAPITAL LLC 310.03%0.15%0.28%Q3 2016Q2 20196
EATON VANCE MANAGEMENT 660.00%0.00%0.01%Q4 2020Q1 20226
BANK HAPOALIM BM 660.04%0.05%0.07%Q4 2020Q1 20226
Kingsview Wealth Management, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
FDx Advisors, Inc. 420.80%1.17%1.71%Q4 2017Q2 20196
SJS Investment Consulting Inc. 420.00%0.01%0.02%Q4 2021Q2 20236
Banque Cantonale Vaudoise 660.00%0.00%0.00%Q3 2021Q4 20226
Epstein & White Financial LLC 660.10%0.11%0.11%Q1 2020Q2 20216
CENTRAL TRUST Co 510.00%0.00%0.00%Q3 2021Q1 20236
CreativeOne Wealth, LLC 660.04%0.11%0.16%Q3 2018Q4 20196
Divergent Wealth Advisors 660.01%0.88%1.37%Q3 2018Q4 20196
NEXT Financial Group, Inc 510.00%0.01%0.01%Q3 2014Q1 20216
Renaissance Technologies 660.00%0.00%0.00%Q2 2021Q3 20226
Forum Financial Management, LP 550.01%0.01%0.02%Q3 2022Q3 20235
Simplicity Solutions, LLC 550.00%0.01%0.01%Q4 2019Q4 20205
Clarus Wealth Advisors 550.01%0.01%0.02%Q2 2018Q2 20195
CIBC WORLD MARKET INC. 550.00%0.00%0.00%Q1 2016Q1 20175
Strategic Wealth Partners, Ltd. 550.00%0.00%0.01%Q3 2018Q3 20195
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 550.02%0.02%0.03%Q2 2021Q2 20225
Northwest Capital Management Inc 550.36%0.37%0.38%Q4 2019Q4 20205
Truepoint, Inc. 550.02%0.03%0.03%Q2 2020Q2 20215
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 410.00%0.00%0.00%Q4 2021Q3 20235
ATLAS CAPITAL ADVISORS LLC 410.00%0.00%0.00%Q1 2018Q1 20205
Fiera Capital Corp 550.00%0.01%0.02%Q3 2016Q3 20175
Cambria Investment Management, L.P. 550.03%0.05%0.06%Q1 2021Q1 20225
Cornerstone Wealth Management, LLC 320.03%0.05%0.07%Q2 2018Q3 20195
DGS Capital Management, LLC 320.13%0.17%0.20%Q4 2021Q1 20235
Valeo Financial Advisors, LLC 410.00%0.00%0.00%Q4 2019Q1 20215
Intelligence Driven Advisers, LLC 550.33%0.58%0.85%Q2 2019Q2 20205
Column Capital Advisors, LLC 210.00%0.01%0.07%Q4 2019Q3 20225
Sterneck Capital Management, LLC 550.69%0.79%0.83%Q4 2020Q4 20215
United Asset Strategies, Inc. 550.13%0.14%0.14%Q3 2018Q3 20195
Advocacy Wealth Management Services, LLC 550.22%0.35%0.39%Q3 2017Q3 20185
Veritable, L.P. 550.01%0.01%0.01%Q2 2020Q2 20215
BUCKINGHAM STRATEGIC WEALTH, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Fund Evaluation Group, LLC 559.13%10.92%12.08%Q1 2016Q1 20175
AT Bancorp 550.71%1.42%2.01%Q1 2018Q1 20195
First Command Bank 550.01%0.04%0.07%Q2 2018Q2 20195
Maryland Capital Management 550.02%0.08%0.12%Q3 2021Q3 20225
TRUST DEPARTMENT MB FINANCIAL BANK N A 550.01%0.06%0.13%Q1 2018Q1 20195
Hayden Royal, LLC 550.32%0.54%0.92%Q3 2019Q3 20205
ANCHOR CAPITAL ADVISORS LLC 550.01%0.02%0.02%Q4 2017Q4 20185
TCWP LLC 550.06%0.07%0.08%Q1 2022Q1 20235
BROWN BROTHERS HARRIMAN & CO 210.00%0.00%0.00%Q2 2018Q2 20235
HAP Trading, LLC 550.02%0.10%0.20%Q2 2021Q2 20225
Baker Avenue Asset Management, LP 550.00%0.06%0.10%Q3 2022Q3 20235
First Command Financial Services, Inc. 550.01%2.28%5.68%Q2 2018Q2 20195
Wealth Alliance 550.31%0.35%0.39%Q4 2020Q4 20215
REDMONT WEALTH ADVISORS LLC 550.39%0.93%1.42%Q4 2021Q4 20225
One Wealth Advisors, LLC 410.01%0.03%0.04%Q4 2017Q1 20195
MACKENZIE FINANCIAL CORP 210.00%0.00%0.00%Q1 2021Q3 20235
MONEY CONCEPTS CAPITAL CORP 550.00%0.00%0.00%Q4 2021Q4 20225
Almanack Investment Partners, LLC. 410.02%0.04%0.04%Q3 2021Q4 20225
Kooman & Associates 442.06%2.63%4.08%Q4 2022Q3 20234
Lansing Street Advisors 440.04%0.24%0.32%Q1 2022Q4 20224
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CAPTRUST FINANCIAL ADVISORS 440.00%0.00%0.00%Q3 2021Q2 20224
Alhambra Investment Management LLC 442.67%2.76%2.84%Q4 2022Q3 20234
Farmers & Merchants Trust Co of Chambersburg PA 440.03%0.03%0.03%Q4 2022Q3 20234
FIRST NATIONAL BANK OF OMAHA 220.02%0.03%0.05%Q3 2019Q1 20234
Arkos Global Advisors 440.13%0.41%0.56%Q4 2022Q3 20234
Claro Advisors LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Cypress Point Wealth Management, LLC 440.35%0.55%0.71%Q4 2022Q3 20234
Waterford Advisors, LLC 442.45%2.64%2.75%Q4 2022Q3 20234
CX Institutional 310.02%0.06%0.11%Q3 2018Q4 20224
GUARDIAN WEALTH ADVISORS, LLC / NC 440.02%0.02%0.03%Q4 2022Q3 20234
SOL Capital Management CO 440.18%0.26%0.32%Q4 2022Q3 20234
First Pacific Financial 440.31%0.33%0.36%Q4 2022Q3 20234
HL FINANCIAL SERVICES LLC 440.01%0.01%0.01%Q2 2018Q1 20194
HANCOCK WHITNEY CORP 440.02%0.05%0.10%Q4 2022Q3 20234
Leading Edge Financial Planning LLC 442.13%2.29%2.57%Q4 2022Q3 20234
Creative Capital Management Investments LLC 440.18%0.33%0.64%Q4 2022Q3 20234
iAB Financial Bank 440.20%0.28%0.39%Q3 2016Q2 20174
WHITTIER TRUST CO 440.00%0.00%0.00%Q4 2022Q3 20234
MISSION WEALTH MANAGEMENT, LP 440.02%0.02%0.03%Q4 2022Q3 20234
BlackRock Investment Management, LLC 440.00%0.00%0.00%Q1 2016Q4 20164
Forefront Analytics, LLC 440.15%0.17%0.19%Q4 2022Q3 20234
Ausdal Financial Partners, Inc. 310.05%0.14%0.19%Q3 2020Q3 20224
Callan Family Office, LLC 440.35%0.43%0.47%Q4 2022Q3 20234
Foundation Wealth Management, LLC 441.29%1.67%1.84%Q4 2022Q3 20234
TPG Financial Advisors, LLC 440.35%0.67%0.85%Q3 2022Q2 20234
Transamerica Financial Advisors, Inc. 310.00%0.00%0.00%Q2 2020Q4 20224
Baker Ellis Asset Management LLC 310.03%0.03%0.03%Q4 2018Q4 20194
Financial Connections Group, Inc. 440.01%0.01%0.01%Q2 2022Q1 20234
SageView Advisory Group, LLC 440.77%1.20%2.02%Q4 2022Q3 20234
Cypress Wealth Advisors LLC 440.41%0.46%0.55%Q2 2015Q1 20164
Cardinal Point Wealth Management LLC 440.19%0.21%0.24%Q4 2020Q3 20214
ALLIANCEBERNSTEIN L.P. 310.00%0.00%0.00%Q3 2020Q1 20234
Janney Montgomery Scott LLC 440.00%0.00%0.00%Q4 2022Q3 20234
RFP Financial Group LLC 441.59%2.30%4.30%Q4 2022Q3 20234
Cardinal Point Wealth Management Partners, LLC 440.16%0.23%0.29%Q4 2021Q3 20224
RAYMOND JAMES TRUST N.A. 310.01%0.01%0.02%Q2 2018Q4 20204
Carroll Financial Associates, Inc. 440.00%0.00%0.00%Q1 2017Q4 20174
Cardinal Point Capital Management ULC 440.21%0.25%0.28%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.08%0.11%0.16%Q4 2022Q3 20234
First Ascent Asset Management, LLC 440.03%0.04%0.05%Q4 2022Q3 20234
RDA Financial Network 440.45%0.48%0.51%Q4 2021Q3 20224
Guidant Wealth Advisors 440.03%0.03%0.03%Q4 2018Q3 20194
ASPIRIANT, LLC 440.09%0.11%0.12%Q4 2022Q3 20234
Corient Private Wealth LLC 440.01%0.01%0.02%Q4 2022Q3 20234
CAMBRIDGE TRUST CO 310.00%0.00%0.00%Q3 2022Q3 20234
Wealth Quarterback LLC 220.01%0.05%0.11%Q4 2019Q3 20214
Equitable Holdings, Inc. 330.00%0.00%0.01%Q3 2021Q1 20223
Virtu Financial LLC 110.01%0.02%0.02%Q4 2018Q1 20223
SIGNATUREFD, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
Richard P Slaughter Associates Inc 331.68%2.01%2.26%Q4 2019Q2 20203
Tranquility Partners, LLC 330.19%0.21%0.22%Q2 2019Q4 20193
FIRST MERCANTILE TRUST CO 330.10%0.11%0.13%Q2 2019Q4 20193
TRUIST FINANCIAL CORP 330.00%0.00%0.00%Q4 2019Q2 20203
Prime Capital Investment Advisors, LLC 210.01%0.01%0.01%Q4 2022Q3 20233
GPS Wealth Strategies Group, LLC 210.00%0.00%0.00%Q2 2022Q1 20233
Cassady Schiller Wealth Management, LLC 330.06%0.07%0.08%Q1 2023Q3 20233
MAI Capital Management 330.00%0.01%0.04%Q4 2021Q2 20223
North Ridge Wealth Advisors, Inc. 331.87%2.12%2.50%Q1 2023Q3 20233
Blue Trust, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
CENTAURUS FINANCIAL, INC. 330.21%0.26%0.31%Q1 2022Q3 20223
MOTCO 330.00%0.00%0.00%Q3 2020Q1 20213
SeaCrest Wealth Management, LLC 210.00%0.00%0.01%Q4 2018Q2 20223
NORTHWEST WEALTH MANAGEMENT, LLC 210.04%0.19%0.29%Q1 2019Q4 20193
StoneX Group Inc. 330.05%0.05%0.05%Q2 2021Q4 20213
OPTIONS SOLUTIONS, LLC 210.16%0.19%0.21%Q4 2021Q2 20233
Three Bridge Wealth Advisors, LLC 330.12%0.13%0.15%Q1 2022Q3 20223
Delap Wealth Advisory, LLC 330.22%0.22%0.23%Q4 2022Q2 20233
Cornerstone Advisory, LLC 330.04%0.05%0.06%Q3 2021Q1 20223
CAROLINAS WEALTH CONSULTING LLC 330.00%0.00%0.01%Q2 2020Q4 20203
FIL Ltd 330.01%0.02%0.02%Q2 2021Q4 20213
WIPFLI FINANCIAL ADVISORS LLC, 330.77%0.84%0.90%Q1 2022Q3 20223
WELLINGTON MANAGEMENT GROUP LLP 210.00%0.00%0.00%Q1 2022Q1 20233
MYCIO WEALTH PARTNERS, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
BIVIN & ASSOCIATES, INC. 333.23%3.38%3.48%Q4 2021Q2 20223
CALDWELL SUTTER CAPITAL, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 330.02%0.03%0.03%Q2 2019Q4 20193
Baird Financial Group, Inc. 110.00%0.00%0.00%Q2 2019Q2 20223
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2020Q2 20233
Riverpoint Wealth Management Holdings, LLC 330.15%0.19%0.23%Q3 2019Q1 20203
Firestone Capital Management 330.02%0.04%0.05%Q1 2021Q3 20213
Kathmere Capital Management, LLC 210.01%0.15%0.44%Q4 2019Q4 20203
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q3 2017Q1 20213
BIP Wealth, LLC 330.82%1.14%1.56%Q1 2023Q3 20233
Better Money Decisions, LLC 210.01%0.01%0.01%Q2 2021Q2 20223
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
WealthPlan Investment Management, LLC 210.05%0.05%0.05%Q1 2022Q4 20223
BAR HARBOR TRUST SERVICES 330.12%0.28%0.37%Q4 2019Q2 20203
PINNACLE ASSOCIATES LTD 330.01%0.01%0.01%Q2 2019Q4 20193
ST GERMAIN D J CO INC 330.01%0.01%0.01%Q2 2023Q4 20233
Personal Wealth Partners 330.00%0.00%0.00%Q2 2019Q4 20193
ZRC WEALTH MANAGEMENT, LLC 330.06%0.06%0.07%Q1 2023Q3 20233
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.01%Q3 2021Q2 20233
BARINGS LLC 330.01%0.01%0.01%Q3 2018Q1 20193
HBW ADVISORY SERVICES LLC 330.19%0.26%0.38%Q3 2019Q1 20203
CFM WEALTH PARTNERS LLC 330.00%0.01%0.01%Q4 2019Q2 20203
SEI INVESTMENTS CO 330.00%0.00%0.00%Q4 2017Q2 20183
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
HM PAYSON & CO 220.00%0.00%0.00%Q4 2022Q1 20232
FLAGSHIP HARBOR ADVISORS, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
EPG Wealth Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Brown Advisory Securities, LLC 220.06%0.07%0.07%Q2 2018Q3 20182
Truadvice, LLC 220.13%0.16%0.19%Q3 2020Q4 20202
BESSEMER GROUP INC 220.00%0.00%0.00%Q1 2022Q2 20222
Ballentine Partners, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
FLPUTNAM INVESTMENT MANAGEMENT CO 220.02%0.02%0.03%Q2 2023Q3 20232
Y-Intercept (Hong Kong) Ltd 220.06%0.07%0.08%Q4 2021Q1 20222
BlackRock Institutional Trust Company, N.A. 220.00%0.00%0.00%Q3 2016Q4 20162
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Sightline Wealth Advisors, LLC 220.26%0.28%0.31%Q1 2022Q2 20222
LIBERTY WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Miracle Mile Advisors, LLC 220.65%0.75%0.85%Q4 2021Q1 20222
ASSETMARK, INC 110.00%0.00%0.00%Q4 2020Q1 20222
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Integrated Advisors Network LLC 220.03%0.03%0.03%Q3 2020Q4 20202
UMB Bank, n.a. 220.00%0.00%0.00%Q2 2023Q3 20232
Davis Capital Management 220.00%0.00%0.00%Q1 2020Q2 20202
Walkner Condon Financial Advisors LLC 220.06%0.10%0.14%Q4 2021Q1 20222
Crestmont Private Wealth LLC 220.14%0.14%0.15%Q4 2021Q1 20222
VERUS CAPITAL PARTNERS, LLC 220.02%0.02%0.02%Q4 2019Q1 20202
Merit Financial Group, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Alpha Financial Advisors, LLC 220.22%0.32%0.41%Q4 2022Q1 20232
HawsGoodwin Investment Management LLC 220.00%0.07%0.14%Q4 2019Q1 20202
Hofer & Associates. Inc 220.24%0.25%0.26%Q4 2021Q1 20222
COURIER CAPITAL LLC 220.08%0.08%0.09%Q2 2023Q3 20232
WOLVERINE ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q1 2017Q2 20172
Drake & Associates, LLC 223.00%3.11%3.22%Q2 2022Q3 20222
FIDUCIARY TRUST INTERNATIONAL LLC 220.15%0.48%0.82%Q1 2020Q2 20202
Koss-Olinger Consulting, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Stratos Wealth Advisors, LLC 220.04%0.04%0.04%Q1 2022Q2 20222
Huber Financial Advisors, LLC 220.62%0.69%0.76%Q4 2019Q1 20202
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q1 2018Q3 20182
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Mosaic Financial Partners, Inc. 221.42%1.50%1.57%Q1 2018Q2 20182
Henrickson Nauta Wealth Advisors, Inc. 220.17%0.17%0.18%Q4 2021Q1 20222
Barber Financial Group, Inc. 220.04%0.04%0.04%Q4 2021Q1 20222
SILVER OAK SECURITIES, INCORPORATED 220.12%0.13%0.14%Q1 2022Q2 20222
Swaine & Leidel Wealth Services, LLC 222.81%2.82%2.82%Q3 2020Q4 20202
SECURITY CAPITAL RESEARCH & MANAGEMENT INC 220.37%0.47%0.56%Q1 2020Q2 20202
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q1 2023Q3 20232
ADVISOR PARTNERS II, LLC 110.01%0.01%0.02%Q3 2022Q3 20232
MACROVIEW INVESTMENT MANAGEMENT LLC 220.22%0.27%0.32%Q1 2022Q2 20222
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 220.00%0.00%0.00%Q2 2021Q3 20212
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q4 2022Q3 20232
EVOKE WEALTH, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
New Capital Management LP 110.01%0.20%0.39%Q1 2020Q1 20212
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
CNB Bank 110.00%0.01%0.02%Q2 2020Q3 20222
Raab & Moskowitz Asset Management LLC 110.02%0.02%0.02%Q3 2018Q4 20192
Life Planning Partners, Inc 220.01%0.01%0.01%Q4 2021Q1 20222
Gainplan LLC 220.19%0.30%0.41%Q4 2019Q1 20202
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
TORONTO DOMINION BANK 110.00%0.00%0.00%Q1 2022Q2 20232
Cypress Capital Management LLC (WY) 220.00%0.00%0.00%Q3 2021Q4 20212
Advisors Preferred, LLC 220.03%0.03%0.04%Q3 2021Q4 20212
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q1 2020Q2 20202
First PREMIER Bank 220.02%0.02%0.02%Q1 2023Q2 20232
Wealth Management Partners, LLC 220.83%0.87%0.91%Q4 2020Q1 20212
Valmark Advisers, Inc. 222.16%2.23%2.30%Q2 2023Q3 20232
CASTLE WEALTH MANAGEMENT LLC 220.02%0.03%0.03%Q2 2022Q3 20222
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
Fortitude Advisory Group L.L.C. 110.01%0.01%0.01%Q4 2021Q4 20211
McLean Asset Management Corp 110.10%0.10%0.10%Q4 2023Q4 20231
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Stuart Chaussee & Associates, Inc. 112.28%2.28%2.28%Q2 2017Q2 20171
LETKO, BROSSEAU & ASSOCIATES INC 110.06%0.06%0.06%Q2 2020Q2 20201
OPPENHEIMER & CO INC 110.01%0.01%0.01%Q1 2022Q1 20221
Camarda Financial Advisors, LLC 111.72%1.72%1.72%Q1 2022Q1 20221
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
MGO Private Wealth, LLC 110.56%0.56%0.56%Q4 2022Q4 20221
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Ford Financial Group, LLC 112.28%2.28%2.28%Q1 2019Q1 20191
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Oxler Private Wealth LLC 110.03%0.03%0.03%Q3 2022Q3 20221
OAKWOOD CAPITAL MANAGEMENT LLC/CA 110.07%0.07%0.07%Q4 2020Q4 20201
STEPH & CO 110.01%0.01%0.01%Q1 2020Q1 20201
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Mascoma Wealth Management LLC 110.06%0.06%0.06%Q4 2017Q4 20171
COOKSON PEIRCE & CO INC 110.02%0.02%0.02%Q4 2019Q4 20191
Financial Engines Advisors L.L.C. 110.00%0.00%0.00%Q3 2018Q3 20181
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
ING GROEP NV 110.02%0.02%0.02%Q3 2023Q3 20231
1832 Asset Management L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
SevenBridge Financial Group, LLC 110.05%0.05%0.05%Q2 2019Q2 20191
GeoWealth Management, LLC 110.09%0.09%0.09%Q3 2019Q3 20191
BOKF, NA 110.01%0.01%0.01%Q4 2019Q4 20191
Bank of New York Mellon Corp 110.00%0.00%0.00%Q2 2021Q2 20211
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q4 2020Q4 20201
BANK OF NOVA SCOTIA 110.01%0.01%0.01%Q3 2022Q3 20221
ORG Partners LLC 110.03%0.03%0.03%Q2 2023Q2 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Bay Harbor Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
XR Securities LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Investmark Advisory Group LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Bogart Wealth, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Stewardship Financial Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Stone House Investment Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MainStreet Investment Advisors LLC 110.21%0.21%0.21%Q3 2020Q3 20201
Patriot Financial Group Insurance Agency, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
WEST BANCORPORATION INC 110.02%0.02%0.02%Q2 2020Q2 20201
PSI Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Bryn Mawr Capital Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
EP Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Versant Capital Management, Inc 110.00%0.00%0.00%Q4 2023Q4 20231
Cedar Mountain Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
SEAVIEW INVESTMENT MANAGERS LLC 110.10%0.10%0.10%Q3 2021Q3 20211
TRUST CO OF VERMONT 110.00%0.00%0.00%Q3 2023Q3 20231
Goldstream Capital Management Ltd 110.23%0.23%0.23%Q4 2021Q4 20211
MACQUARIE GROUP LTD 110.00%0.00%0.00%Q3 2023Q3 20231
Robertson Stephens Wealth Management, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q4 2019Q4 20191
DDFG, Inc 110.10%0.10%0.10%Q4 2022Q4 20221
CUTLER INVESTMENT COUNSEL LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Tacita Capital Inc 110.08%0.08%0.08%Q4 2020Q4 20201
Orion Capital Management LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Cascadia Advisory Services, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
Covington Capital Management 110.00%0.00%0.00%Q2 2020Q2 20201
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q3 2016Q3 20161
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q4 2020Q4 20201
Harel Insurance Investments & Financial Services Ltd. 110.00%0.00%0.00%Q3 2016Q3 20161
Parisi Gray Wealth Management 110.00%0.00%0.00%Q2 2021Q2 20211
Relaxing Retirement Coach 110.06%0.06%0.06%Q2 2023Q2 20231
Sterling Financial Planning, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2021Q1 20211
Alaska Permanent Capital Management 110.18%0.18%0.18%Q2 2019Q2 20191
Rathbones Group PLC 110.01%0.01%0.01%Q3 2023Q3 20231
FSB PREMIER WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Equita Financial Network, Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
FURE FINANCIAL CORP 110.90%0.90%0.90%Q4 2019Q4 20191
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q1 2018Q1 20181
Halpern Financial, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Masso Torrence Wealth Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Live Oak Investment Partners 110.01%0.01%0.01%Q2 2023Q2 20231
FIRST INTERSTATE BANCSYSTEM INC 110.05%0.05%0.05%Q1 2021Q1 20211
SWS Partners 110.00%0.00%0.00%Q4 2017Q4 20171
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Bard Financial Services, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2023Q3 20231
PICTET ASSET MANAGEMENT LTD 110.00%0.00%0.00%Q2 2021Q2 20211
EFG CAPITAL INTERNATIONAL CORP. 110.29%0.29%0.29%Q2 2023Q2 20231
Beaumont Financial Partners, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Peterson Wealth Advisors, LLC 110.18%0.18%0.18%Q1 2020Q1 20201
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q1 2019Q1 20191
Bellwether Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BLACKROCK ADVISORS LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Gordian Capital Singapore Pte Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Summit Wealth Group, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
GOFEN & GLOSSBERG LLC /IL/ 110.01%0.01%0.01%Q3 2022Q3 20221
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.03%0.03%0.03%Q3 2022Q3 20221
DWM Financial Group, Inc. 112.35%2.35%2.35%Q4 2019Q4 20191
STIFEL FINANCIAL CORP 110.01%0.01%0.01%Q3 2019Q3 20191
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Foster Group, Inc. 110.02%0.02%0.02%Q1 2023Q1 20231
Neuberger Berman Group LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Consolidated Planning Corp 110.00%0.00%0.00%Q3 2021Q3 20211
Heritage Investment Group, Inc. 110.50%0.50%0.50%Q3 2023Q3 20231
HBK INVESTMENTS L P 110.01%0.01%0.01%Q4 2019Q4 20191
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Mitsubishi UFJ Trust & Banking Corp 110.00%0.00%0.00%Q3 2019Q3 20191
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Clearstead Trust, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Magnus Financial Group LLC 110.09%0.09%0.09%Q3 2019Q3 20191
MARSHALL WACE, LLP 110.00%0.00%0.00%Q2 2020Q2 20201
UNITED SERVICES AUTOMOBILE ASSOCIATION 110.05%0.05%0.05%Q3 2020Q3 20201
External links

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