ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 37370.00%0.02%0.04%Q3 2014Q3 202337
BANK OF AMERICA CORP /DE/ 36360.00%0.01%0.03%Q4 2014Q3 202336
AMG National Trust Bank 36360.10%0.38%1.13%Q4 2014Q3 202336
STIFEL FINANCIAL CORP 36360.01%0.02%0.06%Q4 2014Q3 202336
ROYAL BANK OF CANADA 36360.00%0.01%0.04%Q4 2014Q3 202336
UBS Group AG 36360.00%0.02%0.04%Q4 2014Q3 202336
US BANCORP \DE\ 35350.01%0.03%0.07%Q1 2015Q3 202335
LPL Financial LLC 35350.00%0.01%0.02%Q1 2015Q3 202335
ENVESTNET ASSET MANAGEMENT INC 3410.01%0.07%0.27%Q3 2014Q3 202335
Advisory Services Network, LLC 2710.00%0.07%0.25%Q4 2014Q3 202334
WELLS FARGO & COMPANY/MN 34340.00%0.01%0.01%Q2 2015Q3 202334
FIFTH THIRD BANCORP 34340.00%0.00%0.00%Q2 2015Q3 202334
Janney Montgomery Scott LLC 2950.01%0.33%0.87%Q1 2015Q3 202334
Palisades Hudson Asset Management, L.P. 33330.22%2.48%5.15%Q3 2015Q3 202333
JANE STREET GROUP, LLC 1720.00%0.04%0.22%Q2 2014Q3 202333
ASSETMARK, INC 33330.26%0.73%1.19%Q3 2015Q3 202333
Sigma Planning Corp 2510.01%0.03%0.09%Q1 2015Q3 202333
AMERIPRISE FINANCIAL INC 32320.00%0.00%0.00%Q4 2015Q3 202332
WHITTIER TRUST CO 32320.00%0.01%0.03%Q4 2015Q3 202332
Cambridge Investment Research Advisors, Inc. 32320.01%0.01%0.03%Q4 2015Q3 202332
Private Advisor Group, LLC 2820.00%0.04%0.08%Q3 2015Q3 202331
WestEnd Advisors, LLC 21100.00%1.09%4.15%Q1 2015Q3 202331
BlackRock Inc. 3010.00%0.00%0.02%Q4 2015Q3 202331
NORTHERN TRUST CORP 31310.00%0.00%0.00%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.00%0.01%0.18%Q1 2016Q3 202331
FIRST CITIZENS BANK & TRUST CO 31310.01%0.57%1.94%Q1 2016Q3 202331
Tortoise Investment Management, LLC 2560.00%0.00%0.01%Q3 2014Q3 202331
Karpus Management, Inc. 2740.01%0.13%0.66%Q4 2015Q3 202331
Raymond James Financial Services Advisors, Inc. 2910.00%0.01%0.04%Q4 2015Q3 202330
SILVERCREST ASSET MANAGEMENT GROUP LLC 30300.00%0.03%0.06%Q2 2016Q3 202330
Versant Capital Management, Inc 30300.24%0.45%0.73%Q3 2016Q4 202330
Litman Gregory Wealth Management LLC 2520.04%2.68%29.83%Q4 2015Q3 202330
Harel Insurance Investments & Financial Services Ltd. 2640.00%0.01%0.06%Q1 2016Q3 202330
RAYMOND JAMES & ASSOCIATES 29290.00%0.03%0.13%Q3 2016Q3 202329
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 29290.17%0.60%1.00%Q3 2016Q3 202329
Citadel Advisors 810.00%0.00%0.05%Q3 2015Q3 202329
HighTower Advisors, LLC 2630.00%0.02%0.12%Q3 2015Q3 202329
Portfolio Solutions, LLC 29290.03%0.69%1.50%Q3 2015Q3 202229
Blue Edge Capital, LLC 2610.14%2.37%4.30%Q4 2015Q3 202329
Garde Capital, Inc. 28280.41%0.83%1.59%Q4 2016Q3 202328
FLOW TRADERS U.S. LLC 1030.03%0.92%5.17%Q4 2015Q3 202328
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2610.00%0.00%0.01%Q2 2016Q3 202328
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 28280.02%0.28%0.37%Q4 2014Q3 202128
WEST PACES ADVISORS INC. 28280.05%0.09%0.12%Q4 2016Q3 202328
IFP Advisors, Inc 17110.00%0.01%0.04%Q2 2016Q3 202328
Smithfield Trust Co 28280.08%0.68%1.20%Q4 2016Q3 202328
SYNOVUS FINANCIAL CORP 1010.00%0.00%0.01%Q2 2015Q3 202327
BESSEMER GROUP INC 1250.00%0.11%0.36%Q2 2016Q3 202327
JPMORGAN CHASE & CO 27270.00%0.09%0.14%Q1 2017Q3 202327
FMR LLC 27270.00%0.00%0.00%Q1 2017Q3 202327
FRANKLIN RESOURCES INC 26260.00%0.00%0.01%Q2 2017Q3 202326
NEXT Financial Group, Inc 1160.00%0.02%0.16%Q1 2015Q4 202126
Israel Discount Bank of New York 1798.02%9.96%12.26%Q1 2017Q3 202326
Cutler Group LLC / CA 1210.00%0.00%0.01%Q1 2020Q3 202326
Evanson Asset Management, LLC 26260.06%0.08%0.12%Q2 2017Q3 202326
Creative Planning 26260.00%0.01%0.02%Q2 2017Q3 202326
HIGHLAND CAPITAL MANAGEMENT, LLC 25250.02%0.03%0.05%Q3 2017Q3 202325
Alexandria Capital, LLC 25250.08%0.70%2.70%Q3 2015Q3 202125
Brinker Capital Investments, LLC 25250.00%0.08%0.97%Q4 2015Q4 202125
Aveo Capital Partners, LLC 1310.03%0.13%0.26%Q1 2017Q3 202325
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2040.01%0.10%0.19%Q1 2015Q3 202324
DEUTSCHE BANK AG\ 2310.00%0.02%0.10%Q2 2014Q3 202324
KCS Wealth Advisory 24240.80%1.82%2.81%Q4 2017Q3 202324
CWM, LLC 1680.00%0.33%1.70%Q3 2017Q3 202324
Cerity Partners LLC 24240.00%0.05%0.22%Q4 2017Q3 202324
State of New Jersey Common Pension Fund D 24240.26%0.31%0.77%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
IPG Investment Advisors LLC 23230.05%0.14%0.27%Q1 2018Q3 202323
Focused Wealth Management, Inc 23230.00%0.48%4.10%Q1 2018Q3 202323
Dorsey & Whitney Trust CO LLC 23230.12%0.29%0.42%Q1 2018Q3 202323
PNC FINANCIAL SERVICES GROUP, INC. 1410.00%0.00%0.01%Q1 2016Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.05%0.19%0.65%Q1 2018Q3 202323
Veritable, L.P. 1130.00%0.01%0.01%Q3 2017Q2 202322
Bank Pictet & Cie (Europe) AG 22220.01%0.14%0.62%Q1 2017Q2 202222
Harbour Capital Advisors, LLC 2110.12%0.33%0.50%Q2 2018Q4 202322
STEPHENS INC /AR/ 22220.01%0.02%0.06%Q2 2018Q3 202322
Mirae Asset Global Investments Co., Ltd. 21210.02%0.09%0.17%Q3 2018Q3 202321
First Allied Advisory Services, Inc. 21210.07%0.13%0.28%Q3 2015Q3 202021
GenTrust, LLC 1380.05%1.92%7.94%Q4 2016Q3 202321
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1310.00%0.10%0.51%Q4 2016Q1 202321
PICTON MAHONEY ASSET MANAGEMENT 21210.00%0.07%0.16%Q3 2018Q3 202321
MML INVESTORS SERVICES, LLC 1210.00%0.02%0.06%Q3 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.04%0.53%Q3 2018Q3 202321
AdvisorNet Financial, Inc 2010.00%0.03%0.13%Q4 2017Q3 202321
Ballentine Partners, LLC 21210.01%0.23%0.58%Q3 2018Q3 202321
SUNTRUST BANKS INC 21210.04%0.47%1.25%Q3 2014Q3 201921
Sound Income Strategies, LLC 21210.00%0.00%0.01%Q4 2017Q4 202221
Barber Financial Group, Inc. 21210.05%1.25%2.19%Q1 2018Q1 202321
BLAIR WILLIAM & CO/IL 1810.00%0.00%0.01%Q2 2018Q3 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.10%1.39%5.35%Q4 2018Q3 202320
Elm Partners Management LLC 20202.26%4.32%6.42%Q4 2018Q3 202320
First Horizon Advisors, Inc. 630.00%0.00%0.01%Q3 2015Q3 202320
Cetera Advisor Networks LLC 1550.01%0.02%0.04%Q3 2017Q3 202320
Consolidated Investment Group LLC 20208.52%13.70%16.92%Q1 2016Q4 202020
CIBC Private Wealth Group, LLC 1120.00%0.00%0.00%Q3 2017Q3 202320
LADENBURG THALMANN FINANCIAL SERVICES INC. 20200.00%0.04%0.06%Q1 2015Q4 201920
OLD MISSION CAPITAL LLC 610.01%0.19%0.81%Q1 2016Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.01%0.03%Q4 2018Q3 202320
J.P. Morgan Private Wealth Advisors LLC 1010.00%0.01%0.03%Q3 2017Q2 202320
BANK OF MONTREAL /CAN/ 610.00%0.00%0.02%Q2 2015Q3 202320
FIL Ltd 20200.01%0.02%0.02%Q4 2018Q3 202320
MATHER GROUP, LLC. 20200.45%0.75%1.33%Q4 2018Q3 202320
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.05%0.06%0.08%Q1 2019Q3 202319
Motley Fool Wealth Management, LLC 19190.89%1.07%1.26%Q1 2019Q3 202319
IHT Wealth Management, LLC 1310.00%0.09%0.21%Q4 2017Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
BENJAMIN F. EDWARDS & COMPANY, INC. 1090.00%0.00%0.01%Q3 2015Q4 202219
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q4 2014Q2 202319
Csenge Advisory Group 1710.00%0.09%0.20%Q3 2018Q3 202318
CADINHA & CO LLC 820.03%0.61%4.04%Q1 2017Q4 202218
FINANCIAL LIFE ADVISORS 990.16%0.28%0.53%Q4 2017Q3 202218
Crewe Advisors LLC 18180.01%0.01%0.02%Q2 2019Q3 202318
ERTS Wealth Advisors, LLC 1530.07%4.76%15.42%Q4 2018Q2 202318
Financial Gravity Asset Management, Inc. 1210.00%0.23%1.54%Q3 2018Q3 202318
Mascoma Wealth Management LLC 910.00%0.01%0.01%Q3 2017Q3 202318
Rockefeller Capital Management L.P. 1710.00%0.01%0.02%Q2 2018Q3 202318
CYPRESS CAPITAL MANAGEMENT LLC 1080.03%0.04%0.06%Q3 2017Q1 202218
Fisher Asset Management, LLC 18180.00%0.01%0.03%Q2 2019Q3 202318
UBP Investment Advisors SA 18180.35%1.17%2.31%Q2 2018Q3 202218
Jacobi Capital Management LLC 17170.00%0.00%0.00%Q3 2017Q3 202117
Armor Investment Advisors, LLC 17170.10%0.17%0.22%Q4 2017Q4 202117
Cedar Brook Financial Partners, LLC 1250.06%0.10%0.20%Q4 2018Q2 202317
Tower Research Capital LLC (TRC) 510.00%0.00%0.00%Q2 2014Q2 202317
Psagot Value Holdings Ltd. 1340.00%0.00%0.00%Q4 2015Q4 202017
NWAM LLC 1250.01%0.14%0.32%Q2 2019Q3 202317
Cresset Asset Management, LLC 1160.00%0.03%0.06%Q4 2018Q3 202317
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 17170.19%0.28%0.40%Q3 2019Q3 202317
GeoWealth Management, LLC 1250.09%0.31%1.16%Q2 2019Q3 202317
SCHRODER INVESTMENT MANAGEMENT GROUP 720.01%0.04%0.10%Q4 2017Q3 202316
GOLDMAN SACHS GROUP INC 1110.00%0.00%0.02%Q3 2016Q3 202316
Steward Partners Investment Advisory, LLC 920.00%0.00%0.01%Q3 2017Q3 202316
Mission Creek Capital Partners, Inc. 16160.10%0.19%0.25%Q4 2019Q3 202316
Vestmark Advisory Solutions, Inc. 1240.04%0.27%0.66%Q1 2019Q2 202316
AVANTAX ADVISORY SERVICES, INC. 16160.00%0.01%0.04%Q4 2019Q3 202316
PRUDENTIAL FINANCIAL INC 1020.00%0.00%0.02%Q3 2017Q3 202316
New Potomac Partners, LLC 1150.07%0.23%0.69%Q1 2018Q1 202316
Soltis Investment Advisors LLC 16160.04%0.09%0.20%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.01%0.07%0.17%Q4 2019Q3 202316
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 16160.00%0.10%0.20%Q4 2019Q3 202316
SIGNATUREFD, LLC 1330.00%0.00%0.01%Q3 2015Q3 202316
CREATIVE FINANCIAL DESIGNS INC /ADV 1110.00%0.01%0.02%Q2 2017Q3 202316
PAX Financial Group, LLC 16160.57%0.72%0.98%Q4 2019Q3 202316
Strategic Blueprint, LLC 1510.01%0.11%0.59%Q3 2019Q3 202316
Integrated Wealth Concepts LLC 810.01%0.03%0.07%Q2 2018Q4 202216
FIRST MANHATTAN CO. LLC. 960.00%0.00%0.00%Q4 2018Q4 202215
Rosenberg Matthew Hamilton 15150.14%0.22%0.35%Q1 2020Q3 202315
Greytown Advisors Inc. 740.10%0.16%0.27%Q1 2017Q2 202115
OSAIC HOLDINGS, INC. 15150.02%0.04%0.07%Q1 2020Q3 202315
Patriot Financial Group Insurance Agency, LLC 15150.00%0.03%0.13%Q4 2018Q2 202215
Mutual Advisors, LLC 1410.01%0.05%0.10%Q3 2018Q1 202315
9258 Wealth Management, LLC 1050.04%0.14%0.24%Q4 2018Q3 202315
BB&T SECURITIES, LLC 1110.01%0.08%0.19%Q4 2014Q3 201915
Advisor Group, Inc. 15150.02%0.04%0.07%Q2 2016Q4 201915
American Portfolios Advisors 1410.00%0.00%0.01%Q2 2018Q3 202215
TrinityPoint Wealth, LLC 1050.20%0.38%0.66%Q4 2018Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.02%0.20%0.36%Q1 2020Q3 202315
CI INVESTMENTS INC. 14140.06%0.34%0.87%Q2 2020Q3 202314
LAZARD ASSET MANAGEMENT LLC 720.00%0.01%0.02%Q1 2017Q3 202314
WealthShield Partners, LLC 610.00%0.02%0.04%Q4 2017Q1 202313
Sunbelt Securities, Inc. 13130.33%0.52%0.72%Q3 2020Q3 202313
FORESTERS ASSET MANAGEMENT INC. 13130.02%0.02%0.03%Q2 2016Q2 201913
JOHNSON INVESTMENT COUNSEL INC 420.01%0.01%0.02%Q1 2018Q3 202313
Founders Financial Alliance, LLC 13130.04%0.07%0.11%Q3 2020Q3 202313
Graypoint LLC 13130.06%1.31%1.85%Q3 2020Q3 202313
Walkner Condon Financial Advisors LLC 13130.49%0.82%2.13%Q3 2020Q3 202313
ASHFORD CAPITAL MANAGEMENT INC 13130.32%0.54%0.91%Q3 2020Q3 202313
IndexIQ Advisors LLC 13130.00%0.21%0.44%Q1 2019Q1 202213
Avidian Wealth Solutions, LLC 13130.02%0.80%1.81%Q1 2020Q1 202313
Hexagon Capital Partners LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Kistler-Tiffany Companies, LLC 13130.25%0.32%0.39%Q2 2020Q2 202313
Round Table Services, LLC 13130.13%1.09%2.45%Q3 2015Q3 201813
Cetera Investment Advisers 1210.03%0.08%0.15%Q4 2016Q3 202313
NEW ENGLAND ASSET MANAGEMENT INC 13130.20%0.36%0.47%Q3 2020Q3 202313
Ranch Capital Advisors Inc. 13130.42%1.09%1.76%Q3 2019Q3 202213
MV CAPITAL MANAGEMENT, INC. 12120.00%0.00%0.01%Q2 2017Q1 202012
TUCKER ASSET MANAGEMENT LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
McNamara Financial Services, Inc. 12120.10%3.49%4.38%Q2 2017Q1 202012
Willis Johnson & Associates, Inc. 12120.22%1.94%6.80%Q4 2020Q3 202312
Pure Financial Advisors, LLC 660.09%0.15%0.26%Q2 2016Q4 201912
HARRELL INVESTMENT PARTNERS, LLC 1020.50%1.18%2.14%Q4 2019Q3 202312
Kestra Advisory Services, LLC 1020.00%0.00%0.01%Q3 2020Q3 202312
Conservest Capital Advisors, Inc. 12120.03%0.09%0.15%Q4 2020Q3 202312
Belpointe Asset Management LLC 520.00%0.04%0.13%Q3 2019Q1 202312
Charter Oak Capital Management, LLC 12120.08%0.10%0.12%Q4 2020Q3 202312
BNP PARIBAS FINANCIAL MARKETS 710.00%0.00%0.01%Q4 2015Q3 202312
Leelyn Smith, LLC 12120.00%0.00%0.01%Q1 2020Q4 202212
Abbrea Capital, LLC 840.07%0.11%0.20%Q4 2016Q1 202012
UBS ASSET MANAGEMENT AMERICAS INC 11110.00%0.00%0.01%Q1 2017Q3 201911
Argent Trust Co 11110.02%0.05%0.09%Q1 2021Q3 202311
Advisors Capital Management, LLC 11110.02%0.05%0.10%Q2 2017Q4 201911
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
RAYMOND JAMES TRUST N.A. 1010.01%0.02%0.05%Q2 2018Q3 202311
BROWN ADVISORY INC 710.00%0.00%0.00%Q2 2018Q1 202211
BARCLAYS PLC 910.00%0.00%0.00%Q1 2017Q2 202211
LINCOLN NATIONAL CORP 650.01%0.05%0.14%Q2 2017Q3 202211
LifePlan Financial Group, Inc 11110.01%0.02%0.03%Q1 2018Q3 202011
Certified Advisory Corp 1010.00%0.05%0.13%Q1 2018Q1 202111
NewEdge Advisors, LLC 410.00%0.01%0.04%Q2 2018Q3 202311
ACIMA PRIVATE WEALTH, LLC 11111.20%1.48%1.71%Q3 2019Q1 202211
Clearview Wealth Advisors LLC 11110.04%0.05%0.07%Q4 2020Q2 202311
WOLFF WIESE MAGANA LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
CITIGROUP INC 1010.00%0.00%0.00%Q4 2015Q1 202011
Ameritas Investment Company, LLC 920.02%0.05%0.09%Q4 2018Q3 202111
HUNTINGTON NATIONAL BANK 1010.00%0.01%0.01%Q1 2020Q3 202311
TRANSCEND CAPITAL ADVISORS, LLC 1010.08%0.17%0.28%Q4 2019Q3 202311
BRIGHTON JONES LLC 920.02%0.04%0.08%Q1 2018Q1 202311
Addison Advisors LLC 1010.01%0.02%0.04%Q4 2020Q3 202311
Laird Norton Wetherby Wealth Management, LLC 1010.06%0.09%0.14%Q4 2020Q3 202311
Carroll Financial Associates, Inc. 820.00%0.02%0.05%Q1 2015Q4 202110
Element Wealth, LLC 10100.00%0.53%0.79%Q2 2021Q3 202310
MONETA GROUP INVESTMENT ADVISORS LLC 640.01%0.01%0.02%Q1 2021Q3 202310
FIRST INTERSTATE BANK 10103.24%3.84%5.44%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.02%Q1 2021Q3 202310
Miracle Mile Advisors, LLC 610.02%0.04%0.06%Q1 2020Q2 202310
AIA Group Ltd 10103.48%4.13%5.27%Q2 2021Q3 202310
One Charles Private Wealth Services, LLC 10100.16%0.52%1.23%Q2 2021Q3 202310
XPONANCE, INC. 10105.04%9.51%14.14%Q3 2017Q4 201910
BROWN BROTHERS HARRIMAN & CO 710.00%0.00%0.00%Q2 2017Q2 202110
COOPERMAN LEON G 10100.07%0.09%0.11%Q2 2021Q3 202310
FIDUCIARY TRUST CO 10100.10%0.52%1.00%Q2 2021Q3 202310
Dakota Wealth Management 510.01%0.05%0.09%Q2 2018Q3 202310
THRIVENT FINANCIAL FOR LUTHERANS 720.00%0.00%0.00%Q3 2017Q1 20229
Parallel Advisors, LLC 410.00%0.01%0.02%Q2 2020Q3 20239
DAVENPORT & Co LLC 990.01%0.02%0.03%Q3 2021Q3 20239
SIMON QUICK ADVISORS, LLC 990.00%0.00%0.00%Q1 2020Q1 20229
CREDIT SUISSE AG/ 310.00%0.00%0.00%Q2 2014Q4 20229
Stonehage Fleming Financial Services Holdings Ltd 630.00%0.01%0.01%Q2 2021Q3 20239
CAMBRIDGE TRUST CO 810.00%0.07%0.55%Q4 2019Q3 20239
PENOBSCOT WEALTH MANAGEMENT 991.32%1.89%3.42%Q3 2021Q3 20239
RiverFront Investment Group, LLC 810.01%0.54%0.83%Q3 2020Q4 20229
Strategic Wealth Partners, Ltd. 810.00%0.03%0.06%Q4 2017Q3 20229
IEQ CAPITAL, LLC 810.01%0.02%0.03%Q2 2021Q3 20239
VALLEY NATIONAL ADVISERS INC 990.00%0.00%0.00%Q3 2021Q3 20239
WEALTHSOURCE PARTNERS, LLC 990.08%0.19%0.32%Q4 2017Q4 20199
RITHOLTZ WEALTH MANAGEMENT 990.34%0.56%0.74%Q1 2018Q1 20209
Stratos Wealth Partners, LTD. 410.00%0.01%0.01%Q4 2017Q3 20239
MAKENA CAPITAL MANAGEMENT LLC 540.12%0.28%0.62%Q3 2017Q3 20209
Canvas Wealth Advisors, LLC 990.13%1.18%2.03%Q1 2021Q1 20239
Bogart Wealth, LLC 620.00%0.01%0.03%Q3 2020Q3 20238
Bison Wealth, LLC 880.01%0.01%0.01%Q4 2019Q3 20218
BlackRock Fund Advisors 880.04%0.05%0.07%Q1 2015Q4 20168
SEI INVESTMENTS CO 610.00%0.00%0.00%Q2 2016Q1 20198
Industrial Alliance Investment Management Inc. 880.10%0.55%2.06%Q4 2021Q3 20238
FLAGSHIP HARBOR ADVISORS, LLC 880.00%0.02%0.03%Q2 2018Q1 20208
Consilium Wealth Advisory, LLC 882.80%5.53%10.68%Q4 2021Q3 20238
Renaissance Technologies 310.00%0.00%0.00%Q3 2020Q2 20238
LVZ, Inc. 410.29%0.37%0.53%Q1 2019Q2 20238
Venturi Wealth Management, LLC 880.97%2.73%3.95%Q3 2016Q2 20188
Viewpoint Capital Management LLC 880.59%0.64%0.70%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
55I, LLC 620.01%0.07%0.12%Q4 2019Q3 20228
United Asset Strategies, Inc. 881.11%1.36%2.26%Q1 2020Q4 20218
Realta Investment Advisors 420.03%0.04%0.05%Q1 2019Q3 20238
Evercore Wealth Management, LLC 880.00%0.00%0.00%Q1 2016Q4 20178
Ascent Group, LLC 880.03%0.07%0.18%Q4 2021Q3 20238
Bank of New York Mellon Corp 510.00%0.00%0.00%Q3 2017Q3 20238
M&R CAPITAL MANAGEMENT INC 880.00%0.01%0.03%Q1 2022Q4 20238
Steinberg Global Asset Management 880.11%0.16%0.19%Q2 2017Q1 20198
Wedmont Private Capital 880.05%0.09%0.17%Q4 2021Q3 20238
WealthStone, Inc. 880.25%0.49%0.65%Q2 2019Q1 20218
SevenBridge Financial Group, LLC 440.05%0.07%0.08%Q3 2021Q3 20238
Apollon Wealth Management, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
ENTERPRISE FINANCIAL SERVICES CORP 880.01%0.01%0.02%Q4 2016Q3 20188
Ameritas Advisory Services, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Amundi 880.00%0.00%0.01%Q4 2021Q3 20238
Sequoia Financial Advisors, LLC 880.02%0.03%0.06%Q4 2021Q3 20238
Capital Asset Advisory Services LLC 310.00%0.01%0.03%Q4 2019Q2 20228
Heritage Wealth Advisors 880.00%0.00%0.00%Q3 2020Q2 20228
ARCADIA INVESTMENT MANAGEMENT CORP/MI 880.00%0.00%0.01%Q4 2021Q3 20238
Newbridge Financial Services Group, Inc. 880.02%0.03%0.03%Q3 2021Q2 20238
RWA WEALTH PARTNERS, LLC 770.06%0.56%0.87%Q1 2017Q3 20187
Stelac Advisory Services LLC 770.05%0.06%0.08%Q1 2022Q3 20237
TCI Wealth Advisors, Inc. 770.00%0.00%0.00%Q3 2021Q1 20237
Tyler-Stone Wealth Management 520.00%0.01%0.01%Q4 2021Q3 20237
ICICI Prudential Asset Management Co Ltd 770.05%0.18%0.35%Q1 2022Q3 20237
Banque Cantonale Vaudoise 770.00%0.01%0.02%Q1 2022Q3 20237
Financial Engines Advisors L.L.C. 610.00%0.00%0.00%Q4 2017Q4 20227
Allianz Asset Management GmbH 610.00%0.04%0.09%Q4 2019Q4 20217
WealthOne, LLC 430.08%0.18%0.41%Q4 2018Q1 20227
Atria Investments, Inc 510.01%0.04%0.07%Q2 2018Q2 20227
Raab & Moskowitz Asset Management LLC 610.07%0.30%0.41%Q1 2018Q4 20197
HERITAGE WEALTH MANAGEMENT, LLC 430.02%0.05%0.12%Q1 2021Q4 20227
Koshinski Asset Management, Inc. 770.04%0.06%0.07%Q3 2020Q1 20227
Sowell Financial Services LLC 770.00%0.01%0.03%Q3 2019Q1 20217
PGIM Custom Harvest LLC 430.02%0.05%0.11%Q1 2021Q3 20237
Gemmer Asset Management LLC 770.00%0.00%0.00%Q1 2019Q3 20207
Argentus Capital Management, LLC 770.01%0.10%0.22%Q1 2015Q3 20167
Alaska Wealth Advisors 430.02%0.03%0.04%Q1 2021Q3 20237
CAPE COD FIVE CENTS SAVINGS BANK 770.07%1.12%1.70%Q3 2017Q1 20197
Lavaca Capital LLC 770.02%0.04%0.10%Q2 2020Q4 20217
Edgemoor Investment Advisors, Inc. 770.02%0.07%0.12%Q4 2020Q2 20227
Lowe Wealth Advisors, LLC 770.01%0.01%0.01%Q2 2019Q4 20207
Hudock, Inc. 770.00%0.00%0.00%Q3 2020Q1 20227
Virtu KCG Holdings LLC 410.01%0.02%0.04%Q2 2014Q3 20166
Capital Bank & Trust Co 660.00%0.00%0.01%Q1 2019Q2 20206
WHITTIER TRUST CO OF NEVADA INC 660.00%0.00%0.00%Q1 2016Q2 20176
Wealth & Pension Services Group, Inc. 660.65%0.78%0.88%Q2 2018Q3 20196
Mariner, LLC 510.00%0.01%0.02%Q4 2018Q4 20206
VICTORY CAPITAL MANAGEMENT INC 660.00%0.01%0.02%Q2 2022Q3 20236
Geneva Partners, LLC 510.56%0.83%0.96%Q2 2016Q3 20186
Qube Research & Technologies Ltd 210.00%0.00%0.01%Q3 2021Q3 20236
Disciplined Investments, LLC 660.02%0.02%0.03%Q1 2022Q2 20236
Metis Global Partners, LLC 510.02%3.87%16.88%Q1 2022Q3 20236
RONALD BLUE & CO LLC 330.01%0.03%0.07%Q3 2015Q2 20176
Valeo Financial Advisors, LLC 510.00%0.00%0.01%Q3 2019Q1 20216
ADVISORY RESEARCH INC 210.01%0.02%0.03%Q4 2017Q2 20226
Forum Financial Management, LP 420.01%0.01%0.01%Q1 2022Q3 20236
Financial Architects, Inc 420.03%0.16%0.37%Q2 2021Q4 20226
WBH ADVISORY INC 330.08%0.19%0.40%Q1 2022Q3 20236
Lido Advisors, LLC 420.00%0.00%0.01%Q2 2021Q3 20236
Ameraudi Asset Management, Inc. 510.17%1.88%2.56%Q4 2019Q3 20236
ROWLAND CARMICHAEL ADVISORS INC /ADV 660.01%0.20%0.33%Q1 2019Q2 20206
Blue Trust, Inc. 660.01%0.02%0.04%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.03%0.04%0.04%Q2 2022Q3 20236
DRW Securities, LLC 510.01%0.02%0.02%Q3 2019Q2 20236
Apexium Financial, LP 410.03%0.09%0.32%Q1 2020Q3 20236
Cooper Financial Group 661.11%1.32%1.41%Q4 2018Q1 20206
Newton One Investments LLC 660.08%0.11%0.14%Q2 2021Q3 20226
MACROVIEW INVESTMENT MANAGEMENT LLC 660.25%0.52%0.70%Q4 2018Q1 20206
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q3 20236
Investors Research Corp 660.01%0.01%0.01%Q2 2022Q3 20236
Ancora Advisors LLC 310.00%0.00%0.00%Q4 2020Q3 20236
Source Financial Advisors LLC 660.27%0.35%0.38%Q4 2020Q1 20226
Key FInancial Inc 660.00%0.01%0.02%Q2 2022Q3 20236
MSI Financial Services Inc 660.00%0.01%0.01%Q3 2015Q4 20166
Texas Capital Bank Wealth Management Services Inc 660.03%0.06%0.09%Q1 2021Q2 20226
Municipal Employees' Retirement System of Michigan 420.48%1.41%5.51%Q1 2020Q3 20226
CAPTRUST FINANCIAL ADVISORS 510.00%0.00%0.00%Q4 2018Q2 20226
Stewardship Advisors, LLC 660.66%0.79%1.32%Q3 2021Q4 20226
Cornerstone Wealth Management, LLC 660.17%0.22%0.27%Q2 2017Q3 20186
TRUSTCORE FINANCIAL SERVICES, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
M&T BANK CORP 550.00%0.01%0.02%Q3 2022Q3 20235
Cetera Advisors LLC 410.00%0.02%0.03%Q1 2019Q3 20235
AE Wealth Management LLC 310.00%0.01%0.01%Q3 2019Q4 20225
FIRST TRUST ADVISORS LP 210.00%0.00%0.00%Q1 2019Q3 20215
Rock Creek Group, LP 550.19%1.71%3.39%Q2 2021Q2 20225
Zullo Investment Group, Inc. 550.00%0.00%0.01%Q4 2021Q4 20225
Relative Value Partners Group, LLC 550.02%0.02%0.03%Q4 2018Q4 20195
MONEY CONCEPTS CAPITAL CORP 320.00%0.00%0.00%Q4 2020Q2 20225
MURPHY CAPITAL MANAGEMENT INC 410.04%0.05%0.06%Q3 2018Q1 20205
Baird Financial Group, Inc. 550.01%0.01%0.01%Q2 2015Q2 20165
AlphaStar Capital Management, LLC 320.03%0.31%0.66%Q2 2019Q3 20235
J2 Capital Management Inc 321.13%1.82%2.81%Q4 2021Q3 20235
Vivaldi Capital Management LP 550.10%0.12%0.16%Q4 2018Q4 20195
Vontobel Holding Ltd. 550.01%0.01%0.02%Q3 2022Q3 20235
MGO Private Wealth, LLC 551.68%2.20%3.12%Q3 2022Q3 20235
MCF Advisors LLC 550.04%0.05%0.05%Q3 2015Q3 20165
Gradient Investments LLC 410.00%0.00%0.00%Q4 2015Q3 20235
Private Advisory Group LLC 551.09%1.34%1.62%Q3 2022Q3 20235
BARINGS LLC 550.02%0.10%0.16%Q3 2022Q3 20235
Harvest Fund Management Co., Ltd 550.00%0.00%0.00%Q3 2022Q3 20235
Column Capital Advisors, LLC 550.02%0.02%0.03%Q3 2021Q3 20225
MERCER GLOBAL ADVISORS INC /ADV 210.00%0.00%0.00%Q3 2021Q3 20235
Plante Moran Financial Advisors, LLC 320.02%0.14%0.18%Q3 2018Q4 20195
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.01%0.02%Q3 2020Q3 20235
Smart Money Group LLC 550.94%1.02%1.07%Q1 2019Q1 20205
HSBC HOLDINGS PLC 410.00%0.01%0.02%Q1 2016Q3 20235
Anfield Capital Management, LLC 410.00%1.01%1.74%Q4 2019Q1 20225
Marcum Wealth, LLC 550.05%0.08%0.10%Q1 2021Q1 20225
CHATHAM CAPITAL GROUP, INC. 550.10%0.14%0.17%Q4 2018Q4 20195
Private Capital Group, LLC 310.01%0.01%0.01%Q2 2018Q4 20195
ROTHSCHILD INVESTMENT LLC /IL 550.03%0.03%0.04%Q3 2022Q3 20235
ANGELES WEALTH MANAGEMENT, LLC 550.03%0.03%0.04%Q3 2022Q3 20235
PHILADELPHIA TRUST CO 550.03%0.04%0.06%Q1 2022Q1 20235
GRIFFIN ASSET MANAGEMENT, INC. 440.06%0.06%0.06%Q3 2017Q2 20184
Americana Partners, LLC 310.09%1.46%2.50%Q4 2019Q3 20234
Biltmore Family Office, LLC 441.75%2.77%3.39%Q4 2017Q3 20184
Virtu Financial LLC 110.02%0.04%0.08%Q1 2015Q2 20184
Core Wealth Advisors, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
LANSDOWNE PARTNERS (UK) LLP 441.63%3.50%5.85%Q1 2021Q4 20214
Prospera Financial Services Inc 310.00%0.03%0.05%Q1 2022Q3 20234
BB&T INVESTMENT SERVICES, INC. 440.04%0.22%0.35%Q1 2017Q4 20174
Squar Milner Financial Services LLC 220.00%0.01%0.01%Q1 2019Q1 20204
Integris Wealth Management, LLC 442.76%3.34%3.62%Q4 2022Q3 20234
Providence Capital Advisors, LLC 440.29%0.32%0.33%Q4 2017Q3 20184
Hoxton Planning & Management, LLC 440.16%0.17%0.19%Q4 2022Q3 20234
FCA CORP /TX 440.98%1.09%1.17%Q3 2021Q2 20224
BECK CAPITAL MANAGEMENT, LLC 440.13%1.15%2.12%Q2 2017Q1 20184
Commonwealth Equity Services, Inc 310.00%0.00%0.01%Q4 2015Q3 20174
Lebenthal Asset Management, LLC 440.03%0.03%0.04%Q2 2016Q1 20174
PRESILIUM PRIVATE WEALTH, LLC 440.18%0.21%0.23%Q4 2022Q3 20234
Regal Investment Advisors LLC 310.04%0.09%0.20%Q2 2018Q4 20214
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
TFB Advisors LLC 440.14%0.25%0.40%Q4 2022Q3 20234
InterOcean Capital, LLC 440.07%0.17%0.21%Q3 2017Q2 20184
SPINNAKER TRUST 441.33%2.34%2.75%Q4 2015Q3 20164
Pflug Koory, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
Stephens Consulting, LLC 440.01%0.02%0.04%Q1 2022Q4 20224
SouthState Corp 310.00%0.00%0.00%Q3 2018Q4 20194
Kore Private Wealth LLC 210.01%0.02%0.04%Q4 2018Q1 20224
Asset Dedication, LLC 440.01%0.01%0.01%Q1 2018Q4 20184
Lee Financial Co 310.00%0.00%0.01%Q2 2018Q1 20234
Avantax Planning Partners, Inc. 440.07%0.09%0.10%Q2 2017Q1 20184
Keebeck Wealth Management, LLC 440.03%0.04%0.04%Q3 2022Q2 20234
Endowment Wealth Management, Inc. 440.27%0.31%0.33%Q4 2022Q3 20234
Columbus Macro, LLC 220.25%0.82%1.56%Q1 2022Q1 20234
AT Bancorp 440.22%0.24%0.26%Q2 2017Q1 20184
Global Retirement Partners, LLC 310.01%0.02%0.02%Q4 2019Q3 20234
Atria Wealth Solutions, Inc. 220.00%0.00%0.01%Q1 2022Q3 20234
LEO BROKERAGE, LLC 440.04%0.16%0.28%Q3 2020Q2 20214
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.02%Q2 2020Q2 20234
Truvestments Capital LLC 310.01%0.01%0.02%Q3 2018Q3 20194
Hirtle Callaghan & Co LLC 440.03%0.03%0.03%Q2 2019Q1 20204
Financial Freedom, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
Family Asset Management, LLC 440.40%1.18%1.70%Q4 2022Q3 20234
PATHSTONE FAMILY OFFICE, LLC 440.05%0.10%0.15%Q4 2022Q3 20234
SCOTIA CAPITAL INC. 440.00%0.00%0.00%Q4 2018Q3 20194
COMMERCE BANK 440.00%0.00%0.00%Q1 2021Q4 20214
Destiny Wealth Partners, LLC 440.02%0.04%0.05%Q4 2022Q3 20234
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 440.01%0.02%0.03%Q2 2022Q1 20234
Sargent Bickham Lagudis LLC 440.00%0.00%0.00%Q1 2022Q4 20224
RESOURCES MANAGEMENT CORP /CT/ /ADV 220.01%0.01%0.01%Q3 2018Q4 20194
INSIGNEO ADVISORY SERVICES, LLC 440.48%0.58%0.75%Q4 2022Q3 20234
PALISADE CAPITAL MANAGEMENT, LP 440.01%0.01%0.02%Q4 2022Q3 20234
SG Americas Securities, LLC 110.00%0.01%0.02%Q4 2014Q3 20164
Aureus Asset Management, LLC 310.04%0.04%0.06%Q4 2017Q2 20194
Rappaport Reiches Capital Management, LLC 440.12%0.19%0.24%Q2 2021Q1 20224
Sharper & Granite LLC 440.51%0.53%0.58%Q4 2022Q3 20234
Life Planning Partners, Inc 440.00%0.00%0.00%Q4 2021Q3 20224
SIMPLEX TRADING, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q1 2019Q3 20234
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 310.24%0.27%0.32%Q4 2021Q1 20234
Legacy Capital Wealth Partners, LLC 440.11%2.32%4.78%Q4 2022Q3 20234
FARMERS & MERCHANTS INVESTMENTS INC 440.00%0.00%0.00%Q3 2017Q2 20184
AMERICAN INTERNATIONAL GROUP, INC. 440.00%0.00%0.01%Q2 2015Q1 20164
LIBERTY WEALTH MANAGEMENT LLC 210.00%0.00%0.01%Q4 2018Q3 20213
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Private Portfolio Partners LLC 330.06%0.06%0.06%Q1 2021Q3 20213
Ballew Advisors, Inc 330.02%0.02%0.02%Q1 2018Q3 20183
GAM Holding AG 330.00%0.00%0.00%Q4 2017Q2 20183
ALTFEST L J & CO INC 330.67%1.39%2.27%Q2 2020Q4 20203
MACQUARIE GROUP LTD 330.00%0.00%0.00%Q1 2023Q3 20233
FARR MILLER & WASHINGTON LLC/DC 330.02%0.02%0.02%Q1 2021Q3 20213
Executive Wealth Management, LLC 330.65%0.69%0.72%Q4 2022Q2 20233
EDMOND DE ROTHSCHILD HOLDING S.A. 330.01%0.01%0.01%Q1 2021Q3 20213
CAMBIAR INVESTORS LLC 110.01%0.08%0.15%Q2 2017Q4 20193
Venture Visionary Partners LLC 330.01%0.02%0.03%Q1 2023Q3 20233
Tradewinds Capital Management, LLC 330.45%6.16%9.19%Q1 2023Q3 20233
Magnus Financial Group LLC 330.09%0.10%0.11%Q1 2023Q3 20233
HRT FINANCIAL LP 110.00%0.02%0.04%Q1 2020Q4 20223
HYA Advisors, Inc 330.08%0.08%0.09%Q2 2021Q4 20213
Cornerstone Planning Group LLC 210.00%0.00%0.01%Q4 2022Q3 20233
BERKSHIRE ASSET MANAGEMENT LLC/PA 330.04%0.05%0.07%Q3 2018Q1 20193
MEEDER ASSET MANAGEMENT INC 330.00%0.00%0.00%Q3 2021Q1 20223
SENTINEL TRUST CO LBA 330.07%0.12%0.15%Q1 2022Q3 20223
CHOREO, LLC 330.10%0.10%0.10%Q1 2023Q3 20233
JFS WEALTH ADVISORS, LLC 210.00%0.00%0.00%Q3 2018Q1 20233
Strategic Capital Alternatives LLC 330.09%0.15%0.27%Q1 2015Q3 20153
PARK AVENUE SECURITIES LLC 330.01%0.03%0.06%Q1 2023Q3 20233
BAIRD ROBERT W & CO INC /WI/ 330.01%0.01%0.01%Q3 2014Q1 20153
Riverpoint Wealth Management Holdings, LLC 210.10%0.15%0.23%Q3 2018Q3 20203
Sand Hill Global Advisors, LLC 330.09%0.09%0.10%Q4 2018Q2 20193
PINNACLE FINANCIAL PARTNERS INC 330.00%0.00%0.00%Q4 2022Q2 20233
Bouchey Financial Group Ltd 331.20%1.39%1.54%Q4 2015Q2 20163
BigSur Wealth Management LLC 330.06%0.06%0.06%Q4 2019Q2 20203
Avestar Capital, LLC 210.01%0.23%0.60%Q4 2017Q3 20213
KEYBANK NATIONAL ASSOCIATION/OH 210.00%0.00%0.00%Q3 2016Q3 20233
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q3 2018Q1 20213
Foundations Investment Advisors, LLC 330.12%0.12%0.13%Q2 2021Q4 20213
Global Trust Asset Management, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
Migdal Insurance & Financial Holdings Ltd. 330.00%0.00%0.00%Q4 2021Q2 20223
Blue Chip Partners, LLC 330.03%0.03%0.03%Q4 2022Q2 20233
Stratos Wealth Advisors, LLC 330.02%0.11%0.16%Q1 2023Q3 20233
Rothschild & Co Wealth Management UK Ltd 330.00%0.00%0.00%Q1 2017Q3 20173
Private Ocean, LLC 210.01%0.02%0.03%Q4 2019Q3 20203
Stewardship Financial Advisors, LLC 330.08%0.09%0.09%Q3 2020Q1 20213
WealthPLAN Partners, LLC 110.00%0.01%0.04%Q2 2015Q3 20193
Capital Wealth Alliance, LLC 330.58%0.59%0.61%Q1 2023Q3 20233
CLIENT 1ST ADVISORY GROUP, LLC 330.31%1.40%2.14%Q4 2019Q2 20203
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Itau Unibanco Holding S.A. 330.18%0.20%0.23%Q3 2016Q1 20173
Keel Point, LLC 210.07%0.09%0.11%Q2 2018Q1 20203
Independent Order of Foresters 330.46%0.48%0.50%Q1 2023Q3 20233
Crescent Grove Advisors, LLC 330.07%0.07%0.07%Q2 2017Q4 20173
RFG Advisory, LLC 210.06%0.06%0.08%Q3 2018Q2 20203
J.W. COLE ADVISORS, INC. 210.02%0.04%0.10%Q2 2022Q1 20233
Belvedere Trading LLC 110.00%0.01%0.02%Q3 2022Q1 20233
Ruggie Capital Group 330.00%0.01%0.01%Q2 2018Q4 20183
PARAMETRIC PORTFOLIO ASSOCIATES LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Simplicity Solutions, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
SALEM INVESTMENT COUNSELORS INC 220.00%0.00%0.00%Q2 2023Q3 20232
Intrua Financial, LLC 220.07%0.07%0.07%Q1 2021Q2 20212
Tranquility Partners, LLC 220.25%0.25%0.26%Q2 2019Q3 20192
ROCKLAND TRUST CO 220.04%0.04%0.04%Q4 2017Q1 20182
Greystone Financial Group, LLC 220.16%0.16%0.17%Q1 2023Q2 20232
BESSEMER SECURITIES LLC 2212.36%12.37%12.38%Q4 2018Q1 20192
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2021Q2 20222
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Professional Financial Advisors, LLC 220.02%0.02%0.02%Q3 2020Q4 20202
NATIONAL PLANNING CORP 220.03%0.04%0.06%Q2 2017Q3 20172
VIVID FINANCIAL MANAGEMENT, INC. 220.96%1.14%1.33%Q4 2019Q1 20202
Investment Management Corp of Ontario 228.63%8.68%8.72%Q4 2020Q1 20212
Austin Private Wealth, LLC 220.20%0.20%0.21%Q4 2019Q1 20202
Sandy Spring Bank 110.00%0.00%0.00%Q3 2015Q1 20222
GUYASUTA INVESTMENT ADVISORS INC 220.02%0.02%0.02%Q2 2023Q3 20232
CENTAURUS FINANCIAL, INC. 110.01%0.02%0.02%Q2 2018Q4 20182
Y-Intercept (Hong Kong) Ltd 110.03%0.03%0.04%Q3 2022Q1 20232
Linscomb & Williams, Inc. 220.08%0.08%0.08%Q4 2019Q1 20202
BREWIN DOLPHIN LTD 220.00%0.01%0.01%Q3 2017Q4 20172
Corient Private Wealth LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Bedel Financial Consulting, Inc. 220.03%0.03%0.03%Q4 2019Q1 20202
FDx Advisors, Inc. 220.02%0.02%0.02%Q4 2022Q1 20232
Badgley Phelps Wealth Managers, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Vident Investment Advisory, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Donoghue Forlines LLC 111.03%1.24%1.45%Q2 2018Q4 20192
Investment Research & Advisory Group, Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
ACCURATE INVESTMENT SOLUTIONS, INC. 220.03%0.06%0.10%Q4 2019Q1 20202
Archer Investment Corp 220.01%0.01%0.01%Q4 2019Q1 20202
TIEDEMANN ADVISORS, LLC 220.02%0.03%0.03%Q1 2020Q2 20202
D.A. DAVIDSON & CO. 220.00%0.00%0.00%Q1 2016Q2 20162
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
LEUTHOLD GROUP, LLC 220.03%0.03%0.03%Q3 2021Q4 20212
Red Cedar Capital, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Squarepoint Ops LLC 110.00%0.00%0.00%Q2 2022Q2 20232
LGT Financial Advisors LLC 220.07%0.14%0.21%Q2 2023Q3 20232
AlphaCore Capital LLC 110.01%0.01%0.01%Q4 2019Q3 20232
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q2 2018Q1 20192
Prime Capital Investment Advisors, LLC 220.16%0.16%0.16%Q2 2023Q3 20232
Wealth Quarterback LLC 220.00%0.02%0.04%Q4 2019Q1 20202
Trilogy Capital Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
AXXCESS WEALTH MANAGEMENT, LLC 220.20%0.20%0.20%Q4 2022Q1 20232
Concert Wealth Management Inc. 220.03%0.03%0.03%Q2 2016Q3 20162
One Capital Management, LLC 220.54%0.56%0.59%Q1 2023Q2 20232
Capital Advisory Group Advisory Services, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
PRUDENTIAL PLC 220.01%0.01%0.02%Q2 2022Q3 20222
Quintet Private Bank (Europe) S.A. 110.08%0.09%0.10%Q1 2023Q3 20232
Crabel Capital Management, LLC 220.09%0.09%0.09%Q1 2023Q2 20232
EATON VANCE MANAGEMENT 220.00%0.00%0.00%Q3 2021Q4 20212
Perigon Wealth Management, LLC 110.01%0.05%0.09%Q4 2019Q4 20202
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.02%0.02%0.02%Q2 2021Q3 20212
McIlrath & Eck, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
EPG Wealth Management LLC 220.00%0.00%0.01%Q4 2019Q1 20202
Claro Advisors LLC 220.19%0.26%0.32%Q2 2023Q3 20232
Nationwide Fund Advisors 110.00%0.00%0.00%Q1 2017Q1 20171
Genesis Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Partnervest Advisory Services LLC 110.11%0.11%0.11%Q4 2019Q4 20191
ROOSEVELT INVESTMENT GROUP LLC 110.02%0.02%0.02%Q1 2021Q1 20211
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
JGP Global Gestao de Recursos Ltda. 110.13%0.13%0.13%Q3 2021Q3 20211
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Wealthfront Advisers LLC 110.00%0.00%0.00%Q2 2023Q2 20231
OneDigital Investment Advisors LLC 110.05%0.05%0.05%Q3 2018Q3 20181
Allworth Financial LP 110.00%0.00%0.00%Q4 2016Q4 20161
Financial Gravity Companies, Inc. 110.02%0.02%0.02%Q4 2018Q4 20181
Laurel Wealth Planning LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
USA FINANCIAL FORMULAS 110.01%0.01%0.01%Q3 2020Q3 20201
Impact Partnership Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Glass Jacobson Investment Advisors llc 110.00%0.00%0.00%Q4 2022Q4 20221
Midwest Heritage Bank, FSB 110.20%0.20%0.20%Q4 2021Q4 20211
Firestone Capital Management 110.14%0.14%0.14%Q4 2019Q4 20191
Pacifica Partners Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
SYON CAPITAL LLC 110.04%0.04%0.04%Q3 2023Q3 20231
FIRST HAWAIIAN BANK 110.00%0.00%0.00%Q3 2018Q3 20181
Korea Investment CORP 110.12%0.12%0.12%Q2 2023Q2 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Naviter Wealth, LLC 110.09%0.09%0.09%Q1 2023Q1 20231
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Sound Financial Strategies Group, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Savior LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Riggs Asset Managment Co. Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Oder Investment Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Fulcrum Equity Management 110.00%0.00%0.00%Q3 2019Q3 20191
NewSquare Capital LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Holloway Wealth Management, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
TUDOR INVESTMENT CORP ET AL 110.00%0.00%0.00%Q1 2023Q1 20231
Archford Capital Strategies, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Fortis Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Cordant, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
Allred Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Grey Fox Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Essex Financial Services, Inc. 110.05%0.05%0.05%Q1 2018Q1 20181
Pinnacle Bancorp, Inc. 110.01%0.01%0.01%Q1 2017Q1 20171
MAGNOLIA CAPITAL ADVISORS LLC 117.23%7.23%7.23%Q4 2019Q4 20191
CENTRAL BANK & TRUST CO 110.01%0.01%0.01%Q1 2022Q1 20221
Menard Financial Group LLC 110.58%0.58%0.58%Q4 2019Q4 20191
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Silicon Hills Wealth Management, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Braun-Bostich & Associates Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
FIDUCIARY TRUST INTERNATIONAL LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Resurgent Financial Advisors LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Lehman & Derafelo Financial Resources LLC 110.00%0.00%0.00%Q4 2018Q4 20181
GREENWOOD CAPITAL ASSOCIATES LLC 110.52%0.52%0.52%Q4 2021Q4 20211
HOWARD WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Retirement Planning Group, LLC 110.12%0.12%0.12%Q2 2022Q2 20221
Legacy Private Trust Co. 110.04%0.04%0.04%Q3 2017Q3 20171
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SILVERLAKE WEALTH MANAGEMENT LLC 110.17%0.17%0.17%Q3 2023Q3 20231
GABLES CAPITAL MANAGEMENT INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 110.03%0.03%0.03%Q4 2022Q4 20221
Atwater Malick LLC 110.01%0.01%0.01%Q3 2019Q3 20191
PNC Managed Account Solutions, Inc. 110.88%0.88%0.88%Q2 2021Q2 20211
Navalign, LLC 110.37%0.37%0.37%Q3 2023Q3 20231
Robbins Farley 110.00%0.00%0.00%Q3 2021Q3 20211
CALTON & ASSOCIATES, INC. 110.06%0.06%0.06%Q4 2017Q4 20171
4Thought Financial Group Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
SYNTAX RESEARCH, INC. 113.06%3.06%3.06%Q3 2023Q3 20231
IAM Advisory, LLC 115.28%5.28%5.28%Q2 2021Q2 20211
Meridian Wealth Management, LLC 110.08%0.08%0.08%Q2 2019Q2 20191
Joel Isaacson & Co., LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Portfolio Strategies, Inc. 112.33%2.33%2.33%Q4 2017Q4 20171
Fortitude Advisory Group L.L.C. 110.01%0.01%0.01%Q4 2021Q4 20211
BRYN MAWR TRUST Co 110.01%0.01%0.01%Q2 2023Q2 20231
Verition Fund Management LLC 111.06%1.06%1.06%Q3 2017Q3 20171
NOTTINGHAM ADVISORS, INC. 110.96%0.96%0.96%Q2 2021Q2 20211
Anchor Investment Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Watson Rebecca 110.01%0.01%0.01%Q2 2020Q2 20201
Selective Wealth Management, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
BECK MACK & OLIVER LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Osbon Capital Management LLC 110.40%0.40%0.40%Q2 2019Q2 20191
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Moisand Fitzgerald Tamayo, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
SYM FINANCIAL Corp 110.00%0.00%0.00%Q4 2019Q4 20191
Kiwi Wealth Investments Limited Partnership 110.03%0.03%0.03%Q3 2019Q3 20191
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 112.83%2.83%2.83%Q3 2023Q3 20231
TELEMUS CAPITAL, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Royal Fund Management, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q1 2022Q1 20221
PROVENCE WEALTH MANAGEMENT GROUP 110.25%0.25%0.25%Q4 2021Q4 20211
Ritter Daniher Financial Advisory LLC / DE 110.01%0.01%0.01%Q2 2022Q2 20221
ATTICUS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Wilson & Boucher Capital Management, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
WATERSHED PRIVATE WEALTH LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.02%0.02%0.02%Q2 2018Q2 20181
Cascadia Advisory Services, LLC 110.16%0.16%0.16%Q4 2019Q4 20191
Lebenthal Holdings,LLC 110.03%0.03%0.03%Q2 2016Q2 20161
BURKE & HERBERT BANK & TRUST CO 110.38%0.38%0.38%Q2 2016Q2 20161
CHANNEL WEALTH LLC 110.23%0.23%0.23%Q1 2023Q1 20231
Aptus Capital Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
WESPAC Advisors SoCal, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Evolution Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Almanack Investment Partners, LLC. 110.02%0.02%0.02%Q3 2022Q3 20221
Davis Capital Management 110.01%0.01%0.01%Q2 2020Q2 20201
WELLINGTON MANAGEMENT GROUP LLP 110.00%0.00%0.00%Q4 2019Q4 20191
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.05%0.05%0.05%Q2 2017Q2 20171
Trexquant Investment LP 110.01%0.01%0.01%Q2 2023Q2 20231
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Stearns Financial Services Group 110.00%0.00%0.00%Q1 2020Q1 20201
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.37%0.37%0.37%Q4 2019Q4 20191
Invst, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Community Bank, N.A. 110.23%0.23%0.23%Q2 2021Q2 20211
AQR Capital Management 110.00%0.00%0.00%Q3 2023Q3 20231
CMH Wealth Management LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Allegis Investment Advisors, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
OLD MISSION CAPITAL, LLC 110.22%0.22%0.22%Q4 2020Q4 20201
Iron Horse Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Moors & Cabot, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Buck Wealth Strategies, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Personal Capital Advisors Corp 110.00%0.00%0.00%Q4 2019Q4 20191
MASSMUTUAL TRUST CO FSB/ADV 110.01%0.01%0.01%Q4 2018Q4 20181
Stadion Money Management, LLC 110.32%0.32%0.32%Q3 2017Q3 20171
Genesee Capital Advisors, LLC 115.28%5.28%5.28%Q2 2021Q2 20211
COMERICA SECURITIES,INC. 110.11%0.11%0.11%Q4 2019Q4 20191
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
RGT Wealth Advisors, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Meridian Wealth Advisors, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Activest Wealth Management 110.01%0.01%0.01%Q3 2022Q3 20221
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
SHEETS SMITH WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2023Q3 20231
Doman Group, LLC 113.03%3.03%3.03%Q4 2021Q4 20211
Park Place Capital Corp 110.01%0.01%0.01%Q3 2023Q3 20231
Strategic Asset Management, LLC 110.06%0.06%0.06%Q3 2021Q3 20211
Horst & Graben Wealth Management LLC 110.42%0.42%0.42%Q1 2020Q1 20201
Carroll Investors, Inc 110.06%0.06%0.06%Q1 2022Q1 20221
External links

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