ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 2310.00%0.00%0.00%Q2 2014Q2 202436
MORGAN STANLEY 34340.00%0.00%0.00%Q1 2016Q2 202434
UBS Group AG 810.00%0.00%0.00%Q4 2014Q4 202328
JANE STREET GROUP, LLC 410.00%0.00%0.03%Q2 2014Q2 202426
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.00%Q3 2018Q2 202424
Legal & General Group Plc 1610.00%0.00%0.01%Q2 2014Q1 202124
Sumitomo Mitsui DS Asset Management Company, Ltd 22220.00%0.03%0.05%Q1 2019Q2 202422
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.00%Q2 2014Q2 202422
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
ROYAL BANK OF CANADA 1010.00%0.00%0.00%Q3 2014Q2 202418
BlackRock Finance, Inc. 1710.00%0.00%0.00%Q1 2015Q1 202118
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 17170.00%0.01%0.01%Q2 2020Q2 202417
Bank of New York Mellon Corp 17170.00%0.00%0.00%Q2 2014Q2 201817
PRUDENTIAL FINANCIAL INC 610.00%0.00%0.01%Q1 2016Q1 202314
EARNEST PARTNERS LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Glovista Investments LLC 1110.20%0.81%1.78%Q3 2014Q4 202314
WELLS FARGO & COMPANY/MN 770.00%0.00%0.00%Q4 2020Q2 202414
Tower Research Capital LLC (TRC) 820.00%0.00%0.01%Q2 2014Q2 202414
OSAIC HOLDINGS, INC. 14140.00%0.00%0.00%Q1 2021Q2 202414
4Thought Financial Group Inc. 14140.00%0.00%0.01%Q1 2021Q2 202414
OLD MISSION CAPITAL LLC 410.00%0.02%0.04%Q1 2017Q2 202413
Daiwa Securities Group Inc. 12120.00%0.00%0.01%Q3 2014Q2 201712
Ninety One UK Ltd 720.00%0.01%0.02%Q3 2015Q1 202012
YOUSIF CAPITAL MANAGEMENT, LLC 11110.01%0.02%0.02%Q4 2021Q2 202411
Hexagon Capital Partners LLC 830.00%0.00%0.00%Q3 2021Q2 202411
BlackRock Japan Co. Ltd 11110.00%0.00%0.00%Q2 2014Q4 201611
Kovitz Investment Group Partners, LLC 10100.01%0.02%0.03%Q1 2022Q2 202410
ZACKS INVESTMENT MANAGEMENT 610.00%0.01%0.02%Q3 2021Q2 202410
Korea Investment CORP 990.01%0.01%0.02%Q2 2022Q2 20249
COMERICA BANK 540.01%0.01%0.01%Q4 2021Q2 20249
Bluefin Trading, LLC 410.01%0.03%0.06%Q2 2014Q3 20178
BlackRock Group LTD 440.00%0.00%0.00%Q3 2014Q4 20168
LEUTHOLD GROUP, LLC 880.02%0.03%0.05%Q2 2016Q1 20188
FLOW TRADERS U.S. LLC 320.01%0.04%0.13%Q2 2014Q2 20187
PANAGORA ASSET MANAGEMENT INC 610.00%0.00%0.00%Q3 2018Q2 20247
Compagnie Lombard Odier SCmA 770.01%0.01%0.01%Q3 2017Q1 20197
SG Americas Securities, LLC 770.00%0.01%0.01%Q1 2016Q3 20177
Knollwood Investment Advisory, LLC 770.03%0.07%0.16%Q4 2022Q2 20247
Citadel Advisors 210.00%0.00%0.00%Q4 2018Q2 20236
Mitsubishi UFJ Trust & Banking Corp 660.01%0.01%0.01%Q2 2014Q3 20156
Equitable Holdings, Inc. 660.00%0.00%0.00%Q1 2023Q2 20246
ClariVest Asset Management LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Pacer Advisors, Inc. 550.00%0.00%0.00%Q2 2023Q2 20245
CREDIT AGRICOLE S A 320.00%0.01%0.03%Q2 2014Q4 20155
BESSEMER GROUP INC 550.00%0.00%0.00%Q4 2022Q4 20235
HighTower Advisors, LLC 550.00%0.00%0.00%Q4 2022Q4 20235
RHUMBLINE ADVISERS 550.00%0.00%0.00%Q2 2023Q2 20245
Rock Creek Group, LP 550.00%0.01%0.04%Q2 2023Q2 20245
ClearBridge Investments 440.00%0.00%0.00%Q2 2016Q1 20174
GOLDMAN SACHS GROUP INC 440.00%0.00%0.00%Q1 2023Q4 20234
Moneda S.A. Administradora General de Fondos 220.13%0.14%0.15%Q3 2022Q2 20244
Bank Julius Baer & Co. Ltd, Zurich 440.00%0.00%0.01%Q3 2022Q2 20234
Fort Point Capital Partners LLC 440.05%0.11%0.15%Q1 2022Q4 20224
Mirae Asset Global Investments Co., Ltd. 330.01%0.02%0.03%Q2 2014Q4 20143
JPMORGAN CHASE & CO 210.00%0.00%0.00%Q3 2019Q3 20233
HSBC HOLDINGS PLC 330.00%0.00%0.00%Q2 2014Q4 20143
WELLINGTON MANAGEMENT GROUP LLP 330.00%0.00%0.00%Q4 2023Q2 20243
BANK OF MONTREAL /CAN/ 210.00%0.00%0.00%Q1 2023Q4 20233
Ahrens Investment Partners LLC 210.00%0.00%0.00%Q1 2022Q1 20233
Steward Partners Investment Advisory, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
AMUNDI ASSET MANAGEMENT US, INC. 210.00%0.00%0.01%Q4 2017Q1 20203
Mondrian Investment Partners LTD 330.00%0.00%0.00%Q4 2023Q2 20243
Harvest Fund Management Co., Ltd 220.00%0.01%0.01%Q3 2022Q4 20222
Verition Fund Management LLC 110.01%0.02%0.03%Q1 2018Q2 20192
Atom Investors LP 220.04%0.04%0.04%Q1 2021Q2 20212
UBS AG 220.00%0.00%0.00%Q2 2014Q3 20142
FMR LLC 110.00%0.00%0.00%Q4 2019Q3 20212
Ninety One North America, Inc. 220.27%0.28%0.30%Q4 2018Q1 20192
Teamwork Financial Advisors, LLC 220.11%0.12%0.12%Q1 2022Q2 20222
AMG National Trust Bank 220.03%0.03%0.03%Q1 2017Q2 20172
IHT Wealth Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
SUMMIT SECURITIES GROUP LLC 220.09%0.12%0.16%Q4 2016Q1 20172
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 110.05%0.06%0.06%Q3 2014Q4 20152
Checchi Capital Advisers, LLC 220.00%0.02%0.03%Q1 2016Q2 20162
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q4 2014Q1 20182
Avior Wealth Management, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
AE Wealth Management LLC 220.00%0.00%0.01%Q1 2022Q2 20222
Ground Swell Capital, LLC 220.01%0.02%0.02%Q2 2014Q3 20142
Sunbelt Securities, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
VICTORY CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q2 2015Q2 20151
Arrow Investment Advisors, LLC 110.09%0.09%0.09%Q1 2018Q1 20181
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q3 2014Q3 20141
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q3 2019Q3 20191
Sumitomo Mitsui Trust Holdings, Inc. 110.00%0.00%0.00%Q2 2014Q2 20141
Belpointe Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NORTHERN TRUST CORP 110.00%0.00%0.00%Q1 2020Q1 20201
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q2 2023Q2 20231
XPONANCE, INC. 110.50%0.50%0.50%Q1 2020Q1 20201
LPL Financial LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Abich Financial Wealth Management LLC 110.00%0.00%0.00%Q2 2024Q2 20241
ASSETMARK, INC 110.00%0.00%0.00%Q3 2023Q3 20231
BARCLAYS PLC 110.00%0.00%0.00%Q3 2014Q3 20141
McGlone Suttner Wealth Management, Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
Fulcrum Equity Management 110.17%0.17%0.17%Q1 2022Q1 20221
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
VANGUARD GROUP INC 110.00%0.00%0.00%Q2 2014Q2 20141
NewEdge Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2014Q2 20141
PRINCIPAL SECURITIES, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
Bienville Capital Management, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Walleye Capital LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Sigma Planning Corp 110.01%0.01%0.01%Q3 2021Q3 20211
Blueprint Investment Partners LLC 110.05%0.05%0.05%Q2 2022Q2 20221
Allianz Asset Management GmbH 110.00%0.00%0.00%Q3 2019Q3 20191
Advisory Services Network, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Financial & Tax Architects, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
STATE STREET CORP 110.00%0.00%0.00%Q3 2017Q3 20171
OLD MISSION CAPITAL, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Asset Management One Co., Ltd. 110.02%0.02%0.02%Q2 2014Q2 20141
OXFORD FINANCIAL GROUP, LTD. LLC 110.00%0.00%0.00%Q1 2021Q1 20211
External links

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