ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
IFP Advisors, Inc 1480.00%0.00%0.02%Q4 2015Q2 202122
BANK OF AMERICA CORP /DE/ 22220.00%0.00%0.00%Q1 2015Q2 202022
JANE STREET GROUP, LLC 710.00%0.01%0.02%Q2 2014Q2 202021
LADENBURG THALMANN FINANCIAL SERVICES INC. 19190.00%0.00%0.00%Q2 2015Q4 201919
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
UBS Group AG 18180.00%0.00%0.00%Q1 2016Q2 202018
Asset Planning Services, Ltd. 1250.02%0.11%0.14%Q1 2016Q2 202017
ROYAL BANK OF CANADA 1510.00%0.00%0.00%Q2 2015Q2 201916
JPMORGAN CHASE & CO 1410.00%0.00%0.00%Q2 2014Q3 201915
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
PNC FINANCIAL SERVICES GROUP, INC. 13130.00%0.00%0.00%Q2 2017Q2 202013
Raymond James Financial Services Advisors, Inc. 1210.00%0.00%0.01%Q1 2016Q2 202013
Private Advisor Group, LLC 710.00%0.01%0.02%Q3 2014Q2 202012
LPL Financial LLC 12120.00%0.01%0.02%Q4 2015Q3 201812
AMERIPRISE FINANCIAL INC 1110.00%0.00%0.01%Q1 2015Q3 201812
MORGAN STANLEY 710.00%0.00%0.00%Q4 2015Q1 202011
COMMONWEALTH EQUITY SERVICES, LLC 10100.00%0.00%0.00%Q4 2017Q1 202010
Cambridge Investment Research Advisors, Inc. 810.00%0.00%0.01%Q4 2017Q1 20209
MSI Financial Services Inc 990.00%0.01%0.03%Q4 2014Q4 20169
SG Americas Securities, LLC 510.00%0.01%0.01%Q2 2014Q2 20179
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q1 2016Q2 20209
MML INVESTORS SERVICES, LLC 440.00%0.01%0.01%Q2 2017Q2 20198
ASHFORD CAPITAL MANAGEMENT INC 880.06%0.32%0.45%Q3 2018Q2 20208
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 880.00%0.00%0.00%Q3 2018Q2 20208
AMERICAN INTERNATIONAL GROUP, INC. 770.00%0.00%0.00%Q3 2014Q1 20167
CITIGROUP INC 770.00%0.00%0.00%Q4 2018Q2 20207
Citadel Advisors 210.00%0.00%0.00%Q1 2016Q2 20207
Patriot Financial Group Insurance Agency, LLC 660.00%0.01%0.02%Q4 2016Q1 20186
Institute for Wealth Management, LLC. 660.08%0.12%0.24%Q4 2018Q1 20206
Weaver Consulting Group 660.02%0.04%0.04%Q1 2019Q2 20206
BlackRock Inc. 660.00%0.00%0.00%Q1 2017Q2 20186
J.P. Morgan Private Wealth Advisors LLC 410.00%0.00%0.00%Q3 2018Q2 20206
WELLS FARGO & COMPANY/MN 550.00%0.00%0.00%Q2 2019Q2 20205
Argentus Capital Management, LLC 550.00%0.00%0.00%Q3 2015Q3 20165
BlackRock Fund Advisors 550.00%0.00%0.00%Q4 2015Q4 20165
OLD MISSION CAPITAL LLC 210.02%0.04%0.06%Q4 2015Q4 20174
ENVESTNET ASSET MANAGEMENT INC 440.00%0.00%0.00%Q4 2015Q3 20164
Carroll Financial Associates, Inc. 330.00%0.00%0.00%Q4 2015Q2 20163
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
Brinker Capital Investments, LLC 210.04%0.06%0.07%Q3 2015Q2 20163
Steward Partners Investment Advisory, LLC 210.00%0.00%0.01%Q3 2018Q2 20203
Mirae Asset Global Investments Co., Ltd. 330.01%0.01%0.01%Q1 2016Q3 20163
Vontobel Swiss Wealth Advisors AG 330.13%1.86%2.76%Q3 2016Q1 20173
Hefty Wealth Partners 110.52%0.63%0.75%Q4 2015Q3 20172
Commonwealth Equity Services, Inc 220.00%0.00%0.00%Q2 2017Q3 20172
SEI INVESTMENTS CO 110.00%0.00%0.00%Q4 2017Q2 20182
OSAIC HOLDINGS, INC. 220.00%0.00%0.00%Q1 2020Q2 20202
CX Institutional 220.00%0.17%0.34%Q2 2019Q3 20192
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q4 2015Q4 20151
Cetera Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.09%0.09%0.09%Q2 2018Q2 20181
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q3 2015Q3 20151
UBS AG 110.00%0.00%0.00%Q2 2014Q2 20141
OLD MISSION CAPITAL, LLC 110.08%0.08%0.08%Q4 2016Q4 20161
Family Legacy, Inc. 111.70%1.70%1.70%Q2 2020Q2 20201
Advanced Asset Management Advisors Inc 110.00%0.00%0.00%Q2 2020Q2 20201
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2015Q3 20151
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
Orion Portfolio Solutions, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q2 2017Q2 20171
CENTAURUS FINANCIAL, INC. 110.02%0.02%0.02%Q1 2020Q1 20201
First Command Financial Services, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
External links

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