ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
AMERIPRISE FINANCIAL INC 38380.00%0.01%0.04%Q2 2014Q3 202338
BANK OF AMERICA CORP /DE/ 37370.00%0.01%0.03%Q3 2014Q3 202337
MORGAN STANLEY 36360.00%0.02%0.06%Q4 2014Q3 202336
ROYAL BANK OF CANADA 36360.00%0.00%0.04%Q4 2014Q3 202336
RAYMOND JAMES & ASSOCIATES 35350.00%0.01%0.05%Q1 2015Q3 202335
CITIGROUP INC 35350.00%0.00%0.00%Q1 2015Q3 202335
NORTHERN TRUST CORP 35350.00%0.01%0.02%Q1 2015Q3 202335
US BANCORP \DE\ 35350.00%0.08%0.17%Q1 2015Q3 202335
FIRST CITIZENS BANK & TRUST CO 35350.01%0.09%0.25%Q1 2015Q3 202335
Capital Advisors, Ltd. LLC 35350.06%0.16%0.50%Q1 2015Q3 202335
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.01%0.02%Q1 2015Q3 202335
BlackRock Inc. 2780.00%0.00%0.02%Q4 2014Q3 202335
LPL Financial LLC 35350.02%0.06%0.26%Q1 2015Q3 202335
WELLS FARGO & COMPANY/MN 35350.00%0.03%0.09%Q1 2015Q3 202335
GOLDMAN SACHS GROUP INC 35350.22%0.28%0.35%Q1 2015Q3 202335
UBS Group AG 35350.00%0.02%0.04%Q1 2015Q3 202335
GLENMEDE TRUST CO NA 21130.00%0.01%0.02%Q1 2015Q3 202334
Private Advisor Group, LLC 34340.00%0.03%0.11%Q2 2015Q3 202334
ENVESTNET ASSET MANAGEMENT INC 34340.01%0.14%0.66%Q2 2015Q3 202334
UNITED CAPITAL FINANCIAL ADVISORS, LLC 34340.00%0.50%1.78%Q2 2015Q3 202334
JPMORGAN CHASE & CO 34340.00%0.02%0.22%Q2 2015Q3 202334
Raymond James Financial Services Advisors, Inc. 33330.00%0.03%0.19%Q3 2015Q3 202333
HighTower Advisors, LLC 33330.00%0.02%0.06%Q3 2015Q3 202333
Dorsey & Whitney Trust CO LLC 2490.02%0.13%0.45%Q1 2015Q3 202333
BOK Financial Private Wealth, Inc. 33330.16%1.57%5.00%Q3 2015Q3 202333
Janney Montgomery Scott LLC 2930.00%0.09%0.52%Q3 2015Q3 202332
WESCAP Management Group, Inc. 32322.48%4.47%8.65%Q4 2015Q3 202332
FIRST HAWAIIAN BANK 32320.02%1.46%5.84%Q4 2015Q3 202332
COLDSTREAM CAPITAL MANAGEMENT INC 2842.90%4.51%6.33%Q3 2015Q3 202332
BLAIR WILLIAM & CO/IL 32320.02%0.03%0.04%Q4 2015Q3 202332
HEADINVEST, LLC 32320.10%0.15%0.24%Q4 2015Q3 202332
Advisory Services Network, LLC 1670.00%0.06%0.31%Q1 2015Q1 202331
Wharton Business Group, LLC 31310.75%2.28%4.12%Q3 2015Q1 202331
Cambridge Investment Research Advisors, Inc. 31310.00%0.01%0.14%Q1 2016Q3 202331
North Star Investment Management Corp. 31310.01%0.06%0.10%Q2 2015Q4 202231
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2830.00%0.03%0.08%Q4 2015Q3 202331
IFP Advisors, Inc 17140.00%0.13%0.92%Q4 2015Q3 202331
HSBC HOLDINGS PLC 2740.01%0.04%0.11%Q4 2015Q3 202331
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1460.01%0.32%0.84%Q2 2015Q3 202331
BOKF, NA 2290.03%0.12%0.24%Q4 2015Q3 202331
WHITTIER TRUST CO 30300.00%0.01%0.03%Q2 2016Q3 202330
Bank of New York Mellon Corp 30300.00%0.01%0.02%Q2 2016Q3 202330
Clearwater Capital Advisors, LLC 30300.05%0.33%0.68%Q2 2016Q3 202330
Cetera Advisor Networks LLC 30300.01%0.03%0.06%Q2 2016Q3 202330
Cetera Advisors LLC 2190.01%0.06%0.18%Q3 2015Q3 202330
Cetera Investment Advisers 2910.00%0.05%0.14%Q1 2016Q3 202330
Baird Financial Group, Inc. 2180.00%0.00%0.01%Q2 2016Q3 202329
M&T BANK CORP 1910.00%0.01%0.02%Q1 2015Q3 202329
LVW Advisors, LLC 29290.26%0.38%0.97%Q3 2016Q3 202329
Montecito Bank & Trust 29290.10%0.81%5.24%Q3 2015Q3 202229
MYCIO WEALTH PARTNERS, LLC 2260.00%0.76%1.90%Q1 2015Q2 202228
Financial Advisory Group 28280.11%0.57%1.14%Q4 2016Q3 202328
Summit Asset Management, LLC 28280.14%0.23%0.31%Q4 2016Q3 202328
Tortoise Investment Management, LLC 28280.02%0.03%0.04%Q4 2016Q3 202328
Cranbrook Wealth Management, LLC 28280.13%0.22%0.40%Q4 2016Q3 202328
MUFG Americas Holdings Corp 28280.02%0.64%0.94%Q4 2015Q3 202228
RNC CAPITAL MANAGEMENT LLC 2250.06%0.76%1.51%Q4 2014Q1 202227
AJ WEALTH STRATEGIES, LLC 27270.02%0.22%0.73%Q4 2016Q2 202327
JANE STREET GROUP, LLC 1210.00%0.02%0.13%Q4 2014Q3 202327
First Heartland Consultants, Inc. 2060.03%0.14%0.35%Q1 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.20%1.43%Q2 2017Q3 202326
Steward Partners Investment Advisory, LLC 1880.00%0.00%0.04%Q4 2016Q3 202326
FLOW TRADERS U.S. LLC 1110.02%0.45%3.03%Q2 2015Q2 202326
STIFEL FINANCIAL CORP 1710.00%0.00%0.02%Q2 2015Q3 202326
J.P. Morgan Private Wealth Advisors LLC 2120.00%0.12%0.49%Q4 2015Q3 202326
NEXT Financial Group, Inc 1410.00%0.06%0.19%Q1 2015Q4 202126
STEEL GROVE CAPITAL ADVISORS, LLC 26260.03%0.86%2.92%Q4 2015Q1 202226
Global Retirement Partners, LLC 26260.00%0.02%0.06%Q1 2017Q2 202326
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2410.03%0.44%2.09%Q3 2015Q4 202225
CIBC Private Wealth Group, LLC 13120.00%0.00%0.01%Q2 2017Q3 202325
Front Row Advisors LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
PARTNERS CAPITAL INVESTMENT GROUP, LLP 24240.20%2.85%6.30%Q4 2017Q3 202324
Brightworth 1510.02%0.41%6.81%Q4 2015Q3 202224
Exchange Capital Management, Inc. 24240.28%2.00%2.68%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.05%0.17%Q4 2017Q3 202324
CONDOR CAPITAL MANAGEMENT 24240.03%0.16%0.27%Q1 2015Q4 202024
FMR LLC 2210.00%0.00%0.00%Q2 2017Q3 202323
COLONY GROUP LLC 23230.01%0.06%0.11%Q1 2015Q3 202023
PFS INVESTMENTS INC. 23230.40%1.09%2.12%Q4 2017Q2 202323
PARK AVENUE SECURITIES LLC 1510.02%3.24%14.34%Q2 2015Q1 202323
WEBSTER BANK, N. A. 22220.00%0.35%1.23%Q4 2015Q1 202122
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1320.02%0.24%1.60%Q2 2015Q2 202222
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.07%0.28%Q3 2018Q3 202321
CX Institutional 21210.00%0.39%1.40%Q3 2018Q3 202321
Sargent Bickham Lagudis LLC 1920.00%0.14%0.30%Q1 2016Q4 202221
VERITY Wealth Advisors 21212.41%3.58%6.46%Q4 2018Q4 202321
Csenge Advisory Group 21210.80%1.07%1.39%Q3 2018Q3 202321
Blankinship & Foster, LLC 20200.77%5.51%9.04%Q4 2018Q3 202320
Confluence Wealth Management LLC 1910.36%0.58%0.68%Q3 2015Q3 202020
Gladstone Institutional Advisory LLC 20200.02%0.13%0.85%Q4 2018Q3 202320
Ifrah Financial Services, Inc. 20201.00%1.22%1.51%Q4 2018Q3 202320
IHT Wealth Management, LLC 1730.01%0.07%0.24%Q4 2016Q4 202120
ASSOCIATED BANC-CORP 20200.01%0.05%0.06%Q1 2015Q4 201920
UNITED SERVICES AUTOMOBILE ASSOCIATION 20200.02%0.10%0.38%Q1 2015Q4 201920
Tower Research Capital LLC (TRC) 510.00%0.00%0.03%Q1 2016Q3 202320
Colonial Trust Advisors 20200.04%0.11%0.18%Q4 2018Q3 202320
LADENBURG THALMANN FINANCIAL SERVICES INC. 20200.00%0.03%0.12%Q1 2015Q4 201920
BESSEMER GROUP INC 1610.00%0.00%0.00%Q4 2015Q3 202320
Bruderman Asset Management, LLC 20200.21%0.28%0.38%Q1 2015Q4 201920
GREAT VALLEY ADVISOR GROUP, INC. 20200.04%0.07%0.13%Q4 2018Q3 202320
COMERICA BANK 1910.00%0.02%0.08%Q2 2015Q3 202320
NewEdge Advisors, LLC 1550.00%0.09%0.51%Q2 2017Q3 202320
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q2 2014Q4 202220
Financial Advisors, LLC 19190.54%1.03%1.76%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
BANK OF MONTREAL /CAN/ 710.00%0.00%0.00%Q1 2015Q3 202319
Citadel Advisors 510.00%0.00%0.00%Q1 2016Q4 202219
PAYDEN & RYGEL 19190.01%0.02%0.02%Q2 2015Q4 201919
Schoolcraft Capital LLC 19195.94%7.73%9.08%Q1 2019Q3 202319
Covington Capital Management 19190.00%0.01%0.01%Q3 2017Q1 202219
AE Wealth Management LLC 1630.02%0.06%0.16%Q4 2017Q3 202319
Alliance Wealth Management Group 18180.14%3.20%13.98%Q4 2015Q1 202018
FORTE CAPITAL LLC /ADV 18180.06%0.09%0.14%Q2 2019Q3 202318
DEUTSCHE BANK AG\ 1440.00%0.00%0.00%Q1 2014Q2 202118
ALLIANCEBERNSTEIN L.P. 1710.00%0.00%0.01%Q1 2017Q4 202218
Sowell Financial Services LLC 720.00%0.08%0.26%Q1 2017Q3 202318
CIBC WORLD MARKET INC. 18180.00%0.01%0.01%Q3 2015Q4 201918
First Allied Advisory Services, Inc. 18180.03%0.15%0.34%Q4 2015Q1 202018
Cypress Capital, LLC 940.97%2.39%3.20%Q4 2018Q3 202318
LifePlan Financial Group, Inc 17170.16%1.14%2.91%Q3 2016Q3 202017
Colorado Capital Management, Inc. 17170.32%0.96%1.60%Q4 2015Q4 201917
Creative Planning 810.00%0.00%0.00%Q3 2015Q3 202317
Meridian Wealth Advisors, LLC 17170.70%1.18%2.70%Q4 2018Q4 202217
Cornerstone Advisory, LLC 17170.18%0.61%1.08%Q4 2015Q4 201917
Diversified Trust Co 1610.02%0.04%0.05%Q4 2015Q3 202017
M&R CAPITAL MANAGEMENT INC 17170.00%0.00%0.00%Q4 2016Q4 202017
Tarbox Family Office, Inc. 17170.03%0.05%0.06%Q1 2018Q1 202217
Grove Bank & Trust 17170.28%0.36%0.46%Q3 2019Q3 202317
Western Wealth Management, LLC 1030.02%0.04%0.06%Q1 2019Q3 202317
Snowden Capital Advisors LLC 1610.00%0.73%2.29%Q1 2016Q4 202117
Bigelow Investment Advisors, LLC 1520.12%0.27%0.55%Q4 2017Q3 202317
Proficio Capital Partners LLC 17170.04%1.06%2.63%Q4 2015Q4 201917
Private Vista, LLC 16161.57%11.08%16.49%Q3 2016Q2 202016
Equitable Holdings, Inc. 16160.00%0.01%0.01%Q4 2019Q3 202316
Parallel Advisors, LLC 710.00%0.00%0.01%Q4 2016Q3 202316
Maltin Wealth Management, Inc. 16160.53%0.92%1.83%Q4 2019Q3 202316
LWS Wealth Advisors, Inc. 16160.46%0.55%0.60%Q4 2019Q3 202316
Firestone Capital Management 16160.31%0.42%0.72%Q4 2019Q3 202316
Jordan Park Group LLC 970.04%1.67%8.77%Q1 2018Q3 202316
Stratos Wealth Partners, LTD. 1240.02%0.20%1.08%Q1 2015Q1 202016
AVANTAX ADVISORY SERVICES, INC. 16160.01%0.04%0.09%Q4 2019Q3 202316
Avior Wealth Management, LLC 1310.00%0.01%0.05%Q1 2016Q3 202316
CWM, LLC 820.00%0.00%0.00%Q2 2016Q3 202316
Brinker Capital Investments, LLC 16160.00%0.01%0.01%Q1 2016Q4 201916
OSAIC HOLDINGS, INC. 15150.02%0.03%0.04%Q1 2020Q3 202315
THRIVENT FINANCIAL FOR LUTHERANS 720.01%0.01%0.03%Q3 2017Q3 202315
Financial Insights, Inc. 1410.10%1.01%2.14%Q4 2019Q3 202315
Stonehearth Capital Management, LLC 15150.26%0.60%0.95%Q3 2016Q1 202015
OPPENHEIMER ASSET MANAGEMENT INC. 1410.03%0.18%0.34%Q2 2017Q3 202315
Advisor Group, Inc. 15150.04%0.21%0.54%Q2 2016Q4 201915
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1110.01%0.02%0.05%Q2 2015Q4 201915
MERCER GLOBAL ADVISORS INC /ADV 1320.00%0.03%0.09%Q4 2019Q3 202315
SouthState Corp 960.00%0.07%0.12%Q4 2017Q2 202315
FIFTH THIRD BANCORP 710.00%0.00%0.00%Q4 2016Q2 202315
CREATIVE FINANCIAL DESIGNS INC /ADV 710.00%0.04%0.11%Q1 2018Q3 202215
Clark Capital Management Group, Inc. 15150.02%0.20%0.61%Q1 2015Q3 201815
OLD MISSION CAPITAL LLC 710.01%0.11%0.51%Q1 2015Q1 202315
Global Trust Asset Management, LLC 14140.00%0.02%0.04%Q4 2017Q1 202114
SVB WEALTH LLC 14140.00%0.00%0.00%Q1 2020Q2 202314
American Portfolios Advisors 14140.00%0.01%0.02%Q2 2019Q3 202214
MANUFACTURERS LIFE INSURANCE COMPANY, THE 14140.00%0.00%0.00%Q2 2015Q3 201814
9258 Wealth Management, LLC 14140.05%0.17%0.52%Q1 2019Q2 202214
PATTON ALBERTSON MILLER GROUP, LLC 1040.10%1.01%2.81%Q3 2016Q3 202314
PARAMETRIC PORTFOLIO ASSOCIATES LLC 14140.00%0.00%0.00%Q4 2018Q1 202214
Investors Research Corp 14140.00%0.00%0.00%Q2 2020Q3 202314
CKW FINANCIAL GROUP 1040.08%0.53%0.70%Q3 2015Q4 201914
TELEMUS CAPITAL, LLC 14140.02%0.23%0.53%Q4 2017Q1 202114
FIDUCIARY TRUST INTERNATIONAL LLC 1220.07%0.11%0.28%Q1 2015Q1 201914
MANAGED ACCOUNT SERVICES INC 14140.12%0.19%0.28%Q2 2018Q3 202114
HIGHLAND CAPITAL MANAGEMENT, LLC 14140.02%0.02%0.02%Q2 2020Q3 202314
Wealthcare Advisory Partners LLC 1130.00%0.01%0.03%Q4 2016Q3 202314
Rockefeller Capital Management L.P. 1210.00%0.02%0.11%Q4 2019Q3 202313
Baystate Wealth Management LLC 1110.00%0.00%0.00%Q3 2018Q3 202313
Sound Income Strategies, LLC 13130.00%0.01%0.03%Q1 2018Q1 202113
Kestra Advisory Services, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
First Capital Advisors Group, LLC. 940.10%1.84%5.45%Q4 2016Q2 202313
Roble, Belko & Company, Inc 13130.00%0.10%0.18%Q1 2016Q1 201913
Founders Financial Alliance, LLC 13130.02%0.05%0.08%Q3 2020Q3 202313
CIBC BANK USA 13130.04%0.43%0.75%Q4 2015Q4 201813
Elmwood Wealth Management, Inc. 710.00%0.27%1.39%Q1 2018Q4 202113
OLD NATIONAL BANCORP /IN/ 13130.01%0.11%0.19%Q4 2015Q4 201813
Mercer Investments LLC 121222.34%53.65%71.65%Q1 2015Q4 201712
Qube Research & Technologies Ltd 610.00%0.02%0.08%Q1 2020Q3 202312
SCOTIA CAPITAL INC. 1020.03%0.04%0.05%Q3 2015Q1 201912
McKinley Carter Wealth Services, Inc. 12120.05%0.17%0.40%Q4 2020Q3 202312
Blue Chip Partners, LLC 12120.31%1.83%2.51%Q1 2017Q4 201912
Silvant Capital Management LLC 12120.05%0.06%0.08%Q1 2018Q4 202012
CREDIT AGRICOLE S A 12120.01%0.02%0.18%Q1 2015Q4 201712
Verde Capital Management 12120.94%3.70%5.58%Q4 2020Q3 202312
Aaron Wealth Advisors LLC 12120.32%0.91%1.81%Q4 2020Q3 202312
Wealthgate Family Office, LLC 12122.98%4.12%5.27%Q4 2020Q3 202312
Stonebridge Capital Advisors LLC 750.00%0.00%0.01%Q2 2019Q3 202212
Sage Mountain Advisors LLC 12120.02%0.13%0.24%Q4 2020Q3 202312
SIGNATUREFD, LLC 710.00%0.00%0.01%Q1 2018Q3 202312
HARVEST CAPITAL MANAGEMENT INC 12126.39%8.79%13.08%Q1 2015Q4 201712
ASSETMARK, INC 610.00%0.00%0.00%Q3 2016Q3 202312
AdvisorNet Financial, Inc 1110.00%0.02%0.16%Q3 2020Q3 202312
FDx Advisors, Inc. 1110.01%0.13%1.04%Q1 2016Q1 201912
Covenant Asset Management, LLC 12120.18%0.46%0.61%Q1 2017Q4 201912
BDO Wealth Advisors, LLC 12120.00%0.01%0.02%Q3 2017Q2 202012
Day & Ennis, LLC 12120.31%1.36%2.72%Q1 2016Q4 201812
Spire Wealth Management 11110.13%0.21%0.27%Q1 2021Q3 202311
BBVA USA Bancshares, Inc. 11110.04%0.04%0.05%Q3 2018Q1 202111
Goldstein Munger & Associates 11110.12%0.13%0.13%Q2 2015Q4 201711
Chicago Partners Investment Group LLC 510.01%0.02%0.04%Q1 2017Q3 202311
Sigma Planning Corp 650.01%0.03%0.05%Q4 2018Q3 202311
MSI Financial Services Inc 11110.00%0.08%0.31%Q2 2014Q4 201611
Brookstone Capital Management 11110.08%1.35%2.50%Q1 2016Q3 201811
CORBETT ROAD CAPITAL MANAGEMENT, LLC 11110.39%0.77%1.35%Q4 2019Q2 202211
Relative Value Partners Group, LLC 11110.02%0.03%0.03%Q3 2017Q1 202011
Archford Capital Strategies, LLC 920.00%0.34%1.70%Q1 2015Q2 201811
BANK OF HAWAII 740.02%0.90%1.75%Q3 2016Q4 201911
Commonwealth Equity Services, Inc 11110.06%0.15%0.23%Q1 2015Q3 201711
Virtus Fund Advisers, LLC 11110.00%0.05%0.12%Q2 2015Q4 201711
Financial Management Professionals, Inc. 520.00%1.23%2.51%Q4 2014Q4 202211
Avidian Wealth Solutions, LLC 740.02%0.53%0.79%Q3 2020Q3 202311
BROWN ADVISORY INC 430.00%0.01%0.04%Q3 2015Q4 201811
BENJAMIN F. EDWARDS & COMPANY, INC. 510.00%0.01%0.02%Q2 2015Q3 202211
Geneos Wealth Management Inc. 510.00%0.02%0.18%Q1 2017Q3 202311
SYNOVUS FINANCIAL CORP 1010.00%0.00%0.01%Q1 2020Q3 202311
CAPTRUST FINANCIAL ADVISORS 920.00%0.00%0.00%Q2 2019Q2 202211
BANK OF NOVA SCOTIA 520.00%0.06%0.19%Q1 2015Q1 202111
UBS ASSET MANAGEMENT AMERICAS INC 11110.00%0.00%0.00%Q1 2017Q3 201911
WEDBUSH SECURITIES INC 820.02%0.05%0.10%Q2 2015Q3 202210
Simplicity Solutions, LLC 510.01%0.06%0.20%Q2 2017Q1 202310
Bellwether Advisors, LLC 10100.01%0.09%0.22%Q4 2020Q1 202310
Atria Investments, Inc 730.04%0.45%0.83%Q2 2015Q1 201810
Global Financial Private Capital, Inc 910.00%0.03%0.04%Q1 2017Q1 202010
Homrich & Berg 10100.02%0.18%1.46%Q4 2015Q1 201810
DUBUQUE BANK & TRUST CO 10100.00%0.03%0.11%Q3 2017Q4 201910
Mariner, LLC 910.00%0.00%0.01%Q3 2016Q3 202310
Barrington Strategic Wealth Management Group LLC 10101.06%1.79%3.18%Q2 2015Q3 201710
HAYS ADVISORY LLC 820.04%0.38%0.87%Q3 2015Q3 201810
YorkBridge Wealth Partners, LLC 10100.00%0.01%0.01%Q1 2017Q2 201910
GEODE CAPITAL MANAGEMENT, LLC 10100.00%0.00%0.00%Q3 2017Q4 201910
Greytown Advisors Inc. 10100.56%0.79%1.02%Q4 2016Q1 201910
ASPIRIANT, LLC 10100.02%0.02%0.02%Q2 2021Q3 202310
CAPE COD FIVE CENTS SAVINGS BANK 10100.06%0.13%0.20%Q2 2015Q3 201710
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.02%Q1 2021Q3 202310
BROWN BROTHERS HARRIMAN & CO 910.00%0.00%0.00%Q3 2017Q3 202310
Columbus Macro, LLC 10100.26%0.43%1.38%Q4 2017Q1 202010
Arlington Partners LLC 10100.03%0.05%0.08%Q1 2019Q2 202110
LIBERTY WEALTH MANAGEMENT LLC 10100.00%0.00%0.01%Q4 2018Q1 202110
NWAM LLC 990.04%0.07%0.12%Q3 2021Q3 20239
Cornerstone Wealth Management, LLC 810.04%0.33%0.88%Q1 2017Q3 20239
SUNTRUST BANKS INC 990.00%0.00%0.01%Q3 2016Q3 20189
Winslow, Evans & Crocker, Inc. 990.00%0.01%0.01%Q4 2015Q4 20179
Syntal Capital Partners, LLC 816.88%14.23%23.43%Q1 2015Q4 20189
FLAGSHIP HARBOR ADVISORS, LLC 810.00%0.02%0.10%Q4 2017Q1 20209
Canvas Wealth Advisors, LLC 990.17%0.81%1.07%Q1 2021Q1 20239
DIMENSION CAPITAL MANAGEMENT LLC 990.08%0.11%0.24%Q3 2021Q3 20239
Wealth Quarterback LLC 510.15%0.85%1.62%Q1 1987Q2 20229
Kovack Advisors, Inc. 520.07%0.32%1.39%Q1 2017Q3 20239
BerganKDV Wealth Management, LLC 990.01%0.01%0.01%Q2 2018Q2 20209
MARINO, STRAM & ASSOCIATES LLC 990.14%0.37%0.61%Q4 2017Q4 20199
Financial Advocates Investment Management 990.04%0.12%0.28%Q4 2017Q4 20199
PAX Financial Group, LLC 990.05%0.24%0.41%Q3 2021Q3 20239
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
City State Bank 880.12%0.15%0.19%Q4 2021Q3 20238
DB Wealth Management Group, LLC 880.01%2.21%4.69%Q4 2020Q3 20228
Bogart Wealth, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Asset Planning Services, Ltd. 420.00%0.00%0.01%Q2 2017Q3 20198
Perigon Wealth Management, LLC 620.01%0.01%0.03%Q4 2016Q3 20238
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 880.02%0.55%1.00%Q4 2015Q3 20178
Strategic Wealth Partners, Ltd. 880.00%0.00%0.00%Q4 2017Q3 20198
Weatherstone Capital Management 420.18%1.31%3.68%Q1 2015Q4 20178
Allworth Financial LP 410.00%0.00%0.00%Q2 2016Q3 20238
WHITE PINE CAPITAL LLC 620.08%0.10%0.13%Q1 2019Q1 20238
Virtu KCG Holdings LLC 710.01%0.02%0.04%Q1 2015Q1 20178
ZEKE CAPITAL ADVISORS, LLC 710.02%0.07%0.17%Q1 2016Q4 20228
SMITH CHAS P & ASSOCIATES PA CPAS 880.22%1.47%2.74%Q2 2015Q1 20178
ETFIDEA, LLC 880.20%0.22%0.26%Q4 2021Q3 20238
Towercrest Capital Management 880.08%0.10%0.17%Q2 2018Q1 20208
Aspire Wealth Management Corp 880.73%0.83%0.92%Q4 2021Q3 20238
LWM Advisory Services, LLC 881.29%1.73%2.14%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.37%0.40%0.45%Q4 2021Q3 20238
Regal Investment Advisors LLC 880.04%0.10%0.22%Q4 2021Q3 20238
Integrated Wealth Concepts LLC 430.02%0.15%0.38%Q4 2017Q3 20237
Heritage Wealth Advisors 770.01%0.01%0.02%Q1 2022Q3 20237
Ranch Capital Advisors Inc. 770.01%0.01%0.01%Q1 2020Q3 20217
LEVEL FOUR ADVISORY SERVICES, LLC 770.03%0.10%0.15%Q4 2016Q2 20187
Centennial Wealth Advisory LLC 430.11%0.13%0.16%Q2 2021Q3 20237
LINCOLN NATIONAL CORP 410.01%0.15%0.53%Q3 2021Q3 20237
Strategic Blueprint, LLC 410.01%0.45%0.88%Q1 2019Q3 20237
Virtu Financial LLC 310.03%0.10%0.28%Q3 2015Q4 20197
Renaissance Technologies 520.00%0.00%0.00%Q3 2021Q3 20237
Semmax Financial Advisors Inc. 770.01%0.01%0.02%Q4 2018Q2 20207
CETERA INVESTMENT MANAGEMENT LLC 770.26%3.21%6.60%Q4 2015Q2 20177
ProVise Management Group, LLC 770.02%0.03%0.05%Q4 2020Q2 20227
Cresset Asset Management, LLC 310.00%0.01%0.06%Q4 2018Q2 20237
TRUIST FINANCIAL CORP 310.00%0.01%0.02%Q1 2018Q3 20227
Private Capital Group, LLC 770.01%0.05%0.12%Q4 2017Q2 20197
WINTRUST INVESTMENTS LLC 770.10%0.27%0.38%Q3 2017Q1 20197
Patriot Financial Group Insurance Agency, LLC 610.00%0.06%0.15%Q4 2016Q2 20227
BlackRock Investment Management, LLC 770.00%0.00%0.01%Q2 2015Q4 20167
Venturi Wealth Management, LLC 610.11%0.77%3.35%Q4 2015Q1 20187
Avantax Planning Partners, Inc. 770.02%0.02%0.02%Q1 2021Q3 20227
Weaver Consulting Group 770.00%0.01%0.01%Q1 2019Q3 20207
FRANKLIN RESOURCES INC 770.00%0.00%0.00%Q3 2015Q1 20177
Rain Capital Management, LLC 770.00%0.60%1.33%Q3 2019Q1 20217
Berman Capital Advisors, LLC 610.00%0.01%0.07%Q4 2017Q3 20217
Beaird Harris Wealth Management, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Valmark Advisers, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
Clarity Financial LLC 770.11%0.36%0.53%Q4 2020Q2 20227
Rainier Group Investment Advisory LLC 520.13%6.42%8.18%Q4 2018Q3 20207
COMMERCE BANK 770.00%0.01%0.01%Q3 2015Q1 20177
Atria Wealth Solutions, Inc. 770.03%0.04%0.05%Q1 2022Q3 20237
FIRST MERCANTILE TRUST CO 771.79%1.96%2.34%Q1 2020Q3 20217
Carroll Financial Associates, Inc. 770.01%0.01%0.01%Q2 2018Q4 20197
HRT FINANCIAL LP 210.01%0.09%0.32%Q2 2016Q2 20237
FineMark National Bank & Trust 660.00%0.00%0.01%Q3 2015Q4 20166
Insight Wealth Strategies, LLC 660.04%0.06%0.06%Q3 2019Q4 20206
Wealth & Pension Services Group, Inc. 660.24%0.79%2.70%Q2 2018Q3 20196
PATHSTONE FAMILY OFFICE, LLC 510.06%0.13%0.23%Q1 2022Q3 20236
CYPRESS FINANCIAL PLANNING LLC 660.20%0.23%0.28%Q2 2022Q3 20236
Lumature Wealth Partners, LLC 660.01%0.02%0.06%Q4 2020Q1 20226
Atlas Private Wealth Advisors 660.04%0.05%0.06%Q2 2020Q3 20216
XML Financial, LLC 660.32%0.43%0.66%Q3 2021Q4 20226
Horizon Investments, LLC 660.01%0.21%0.34%Q1 2019Q2 20206
TRUST CO OF VERMONT 660.00%0.00%0.00%Q1 2018Q2 20196
SEI INVESTMENTS CO 510.00%0.00%0.00%Q2 2016Q2 20186
Larson Financial Group LLC 420.00%0.00%0.00%Q2 2020Q2 20236
Empirical Asset Management, LLC 660.25%0.66%1.00%Q2 2022Q3 20236
American Trust 660.40%0.65%1.08%Q4 2021Q1 20236
Kore Private Wealth LLC 660.03%0.04%0.05%Q2 2021Q3 20226
Choate Investment Advisors 660.03%0.03%0.04%Q2 2022Q3 20236
RONALD BLUE & CO LLC 660.04%0.14%0.33%Q1 2016Q2 20176
BUCKINGHAM STRATEGIC WEALTH, LLC 660.06%0.06%0.07%Q3 2018Q4 20196
FOUNDERS FINANCIAL SECURITIES LLC 660.17%1.93%2.97%Q1 2019Q2 20206
BRIDGES INVESTMENT MANAGEMENT INC 660.04%0.04%0.05%Q3 2018Q4 20196
MBA Advisors LLC 660.33%1.14%1.65%Q1 2021Q2 20226
RDA Financial Network 420.12%0.13%0.14%Q1 2019Q2 20226
Horan Capital Advisors, LLC. 667.68%8.06%8.28%Q1 2017Q2 20186
StoneX Group Inc. 660.43%0.54%0.70%Q4 2016Q1 20186
Sunbelt Securities, Inc. 410.00%0.14%0.58%Q4 2016Q2 20236
PFG Advisors 660.06%1.04%2.08%Q4 2017Q1 20196
LAKE STREET ADVISORS GROUP, LLC 330.06%0.08%0.12%Q4 2017Q3 20236
VALLEY NATIONAL ADVISERS INC 660.04%0.07%0.09%Q1 2015Q2 20166
Independent Advisor Alliance 660.01%0.02%0.07%Q3 2021Q4 20226
NEW ENGLAND ASSET MANAGEMENT INC 660.02%0.03%0.04%Q1 2019Q2 20206
Bangor Savings Bank 660.00%0.00%0.00%Q2 2022Q3 20236
Braun-Bostich & Associates Inc. 660.03%0.65%1.34%Q4 2017Q1 20196
HUNTINGTON NATIONAL BANK 310.00%0.00%0.01%Q3 2017Q1 20226
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 660.08%0.08%0.08%Q2 2022Q3 20236
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
Dynamic Advisor Solutions LLC 330.04%0.11%0.25%Q1 2018Q4 20196
Source Financial Advisors LLC 550.09%0.48%1.18%Q2 2022Q2 20235
Portfolio Solutions, LLC 550.00%0.00%0.01%Q1 2017Q1 20185
VICUS CAPITAL 410.07%0.15%0.20%Q1 2016Q1 20185
FLAGSTAR ADVISORS INC 550.19%0.22%0.24%Q3 2022Q3 20235
COMERICA SECURITIES INC 550.12%0.28%0.36%Q1 2017Q1 20185
Colonial Trust Co / SC 550.06%0.06%0.08%Q3 2022Q3 20235
AVIANCE CAPITAL MANAGEMENT, LLC 550.02%0.35%0.91%Q3 2015Q3 20165
Madden Advisory Services, Inc. 550.26%0.28%0.31%Q2 2022Q2 20235
Blue Trust, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
GeoWealth Management, LLC 550.03%0.15%0.40%Q2 2022Q2 20235
55I, LLC 550.05%0.12%0.21%Q3 2021Q3 20225
Citizens Business Bank 550.06%2.66%3.34%Q1 2017Q1 20185
Compagnie Lombard Odier SCmA 550.00%0.01%0.02%Q4 2015Q4 20165
FIRST INTERSTATE BANK 550.07%1.98%3.57%Q3 2022Q3 20235
Watermark Asset Management, Inc. 550.15%0.28%0.62%Q1 2017Q1 20185
WealthTrust Fairport, LLC 550.01%0.01%0.01%Q1 2018Q1 20195
DEARBORN PARTNERS LLC 550.04%0.04%0.07%Q1 2015Q1 20165
Intercontinental Wealth Advisors, LLC 550.05%0.06%0.09%Q4 2018Q4 20195
AMERICAN INTERNATIONAL GROUP, INC. 550.00%0.00%0.01%Q1 2015Q1 20165
Geller Advisors LLC 410.09%0.12%0.18%Q4 2015Q3 20235
Keel Point, LLC 210.02%1.00%1.92%Q4 2016Q2 20215
MOTCO 410.00%0.05%0.06%Q2 2016Q4 20205
Strategic Point Investment Advisors, LLC 552.96%7.91%10.83%Q1 2015Q1 20165
Taikang Asset Management (Hong Kong) Co Ltd 550.42%0.83%1.19%Q3 2019Q3 20205
Argentus Capital Management, LLC 550.01%0.04%0.06%Q3 2015Q3 20165
SkyView Investment Advisors, LLC 550.05%0.09%0.12%Q4 2020Q4 20215
Concorde Asset Management, LLC 320.29%1.07%1.90%Q2 2017Q3 20185
BT Wealth Management LLC 553.60%4.77%5.22%Q4 2018Q4 20195
Jefferies Group LLC 550.00%0.00%0.01%Q4 2017Q4 20185
WBH ADVISORY INC 410.15%0.61%0.94%Q4 2021Q1 20235
WT Wealth Management 551.12%1.53%1.81%Q3 2022Q3 20235
Strategic Asset Management, LLC 550.16%0.17%0.18%Q3 2021Q3 20225
Jacobi Capital Management LLC 550.01%0.02%0.03%Q2 2017Q2 20185
Cutler Group LLC / CA 110.00%0.00%0.01%Q4 2015Q2 20165
Bell Rock Capital LLC 550.00%0.00%0.00%Q1 2018Q1 20195
Apollon Wealth Management, LLC 320.02%0.03%0.04%Q1 2022Q3 20235
ACCESS FINANCIAL SERVICES, INC. 550.78%1.01%1.12%Q4 2018Q4 20195
ROBERTSON STEPHENS ADVISORS LLC 440.22%0.34%0.38%Q4 2016Q3 20174
DAVENPORT & Co LLC 440.00%0.00%0.00%Q1 2019Q4 20194
CREDIT SUISSE AG/ 220.00%0.01%0.03%Q4 2014Q4 20154
KEYBANK NATIONAL ASSOCIATION/OH 310.00%0.00%0.00%Q3 2016Q4 20174
FEDERATED HERMES, INC. 440.01%0.02%0.03%Q1 2015Q4 20154
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.05%0.05%0.05%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.05%0.17%Q4 2022Q3 20234
Park Place Capital Corp 440.03%0.03%0.03%Q4 2022Q3 20234
JB Capital LLC 440.28%0.31%0.36%Q3 2021Q2 20224
IFC Holdings Incorporated/FL 440.10%0.25%0.33%Q1 2017Q4 20174
Miracle Mile Advisors, LLC 440.01%1.61%3.20%Q2 2022Q1 20234
Independence Trust CO 441.32%1.37%1.43%Q4 2016Q3 20174
First Horizon Advisors, Inc. 440.00%0.03%0.09%Q3 2018Q2 20194
D L CARLSON INVESTMENT GROUP INC 440.17%0.34%0.44%Q2 2015Q1 20164
CULLEN/FROST BANKERS, INC. 310.01%0.01%0.01%Q2 2019Q2 20224
TWO SIGMA SECURITIES, LLC 310.01%0.02%0.03%Q4 2018Q4 20224
Retirement Group, LLC 440.01%0.01%0.01%Q3 2020Q2 20214
TOTAL INVESTMENT MANAGEMENT INC 440.05%2.18%3.59%Q2 2021Q1 20224
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Point View Wealth Management, Inc. 440.09%0.09%0.10%Q1 2019Q4 20194
Gradient Investments LLC 210.00%0.00%0.00%Q3 2016Q3 20234
QUATTRO FINANCIAL ADVISORS LLC 442.20%3.51%6.00%Q4 2021Q3 20224
Wealth Advisory Solutions, LLC 440.71%0.77%0.82%Q4 2019Q3 20204
Golden State Wealth Management, LLC 310.01%0.01%0.01%Q1 2019Q1 20204
Valeo Financial Advisors, LLC 440.08%0.23%0.40%Q4 2022Q3 20234
OVERSEA-CHINESE BANKING Corp Ltd 440.10%0.11%0.13%Q4 2022Q3 20234
KARLINSKI ANDREW C 440.14%0.16%0.19%Q4 2021Q3 20224
NewSquare Capital LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Family Asset Management, LLC 440.03%0.40%0.88%Q4 2022Q3 20234
SII INVESTMENTS INC/WI 440.06%0.18%0.27%Q1 2017Q4 20174
Fiera Capital Corp 440.00%0.00%0.00%Q1 2018Q4 20184
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Eldridge Investment Advisors, Inc. 210.13%0.34%0.70%Q4 2017Q3 20234
Capital Analysts, LLC 210.00%0.00%0.00%Q4 2016Q3 20234
Stone House Investment Management, LLC 440.35%0.58%1.26%Q4 2016Q3 20174
Guardian Wealth Management, Inc. 440.02%0.02%0.02%Q4 2021Q3 20224
First Financial Bank - Trust Division 440.08%0.08%0.08%Q2 2018Q1 20194
Dragon Financial & Investment Group, LLC 443.35%4.62%6.27%Q4 2017Q3 20184
FIRST MIDWEST BANK TRUST DIVISION 440.39%0.40%0.41%Q1 2017Q4 20174
GM Advisory Group, LLC 440.19%0.25%0.29%Q2 2015Q1 20164
PARSONS CAPITAL MANAGEMENT INC/RI 440.03%0.03%0.03%Q1 2016Q4 20164
Summit Investment Advisory Services, LLC 440.58%0.68%0.96%Q4 2022Q3 20234
WEALTHCARE CAPITAL MANAGEMENT LLC 440.00%0.00%0.01%Q4 2015Q3 20164
Baker Avenue Asset Management, LP 440.04%0.05%0.05%Q1 2015Q4 20154
NATIONAL PLANNING CORP 330.13%0.60%1.45%Q2 2017Q4 20173
Tranquility Partners, LLC 330.19%0.28%0.36%Q2 2019Q4 20193
Robertson Stephens Wealth Management, LLC 330.35%0.38%0.41%Q4 2018Q2 20193
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
TITLEIST ASSET MANAGEMENT, LLC 330.58%0.73%0.81%Q1 2023Q3 20233
PCA Investment Advisory Services Inc. 331.19%1.28%1.43%Q1 2023Q3 20233
Steinberg Global Asset Management 330.40%0.41%0.43%Q3 2018Q1 20193
LEO BROKERAGE, LLC 210.03%0.04%0.04%Q1 2022Q2 20233
Premia Global Advisors, LLC 330.25%1.98%4.56%Q4 2017Q2 20183
EP Wealth Advisors, LLC 210.00%0.00%0.00%Q1 2022Q3 20233
Barrett Asset Management, LLC 330.00%0.00%0.00%Q1 2016Q3 20163
Treybourne Wealth Planners, Inc. 330.26%1.48%3.91%Q4 2020Q2 20213
GPS Wealth Strategies Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 330.13%0.15%0.16%Q3 2015Q1 20163
Summit Global Investments 330.02%0.04%0.04%Q4 2021Q2 20223
LexAurum Advisors, LLC 330.07%0.15%0.23%Q1 2023Q3 20233
HL FINANCIAL SERVICES LLC 330.01%0.01%0.01%Q1 2016Q3 20163
VICTORY CAPITAL MANAGEMENT INC 330.01%0.01%0.02%Q2 2019Q4 20193
Israel Discount Bank of New York 330.04%0.04%0.04%Q1 2017Q3 20173
One Capital Management, LLC 210.11%0.42%0.59%Q2 2022Q2 20233
Hefren-Tillotson, Inc. 330.16%0.20%0.28%Q3 2015Q1 20163
INVESTMENT CENTERS OF AMERICA INC 330.09%0.24%0.32%Q1 2017Q3 20173
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 210.00%0.00%0.00%Q4 2016Q2 20183
Sharkey, Howes & Javer 210.00%0.00%0.00%Q2 2015Q1 20183
Advisors Capital Management, LLC 330.01%0.01%0.01%Q2 2022Q4 20223
Seneca House Advisors 330.18%0.19%0.21%Q4 2017Q2 20183
Ally Financial Inc. 335.64%6.15%6.91%Q3 2017Q1 20183
ROMAN BUTLER FULLERTON & CO 330.26%0.28%0.31%Q1 2023Q3 20233
Avestar Capital, LLC 332.66%3.50%3.99%Q1 2022Q3 20223
Ascent Group, LLC 330.02%0.03%0.03%Q3 2022Q1 20233
Ameliora Wealth Management Ltd. 330.93%1.03%1.16%Q1 2023Q3 20233
BENJAMIN EDWARDS INC 330.00%0.00%0.00%Q2 2022Q4 20223
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.01%Q2 2017Q4 20183
MADISON INVESTMENT HOLDINGS INC 330.16%0.35%0.45%Q2 2018Q4 20183
Cedar Wealth Management, LLC 330.30%0.30%0.30%Q1 2023Q3 20233
RTD Financial Advisors, Inc. 330.03%0.03%0.04%Q4 2021Q2 20223
ASSET MANAGEMENT CORP /IL/ /ADV 330.17%0.21%0.23%Q3 2022Q1 20233
MEEDER ASSET MANAGEMENT INC 330.00%0.00%0.00%Q2 2021Q4 20213
MV CAPITAL MANAGEMENT, INC. 330.00%0.00%0.00%Q2 2017Q4 20173
Pettinga Financial Advisors LLC 210.13%0.28%0.41%Q4 2018Q1 20223
Procyon Advisors, LLC 330.02%0.03%0.03%Q4 2019Q2 20203
Platte River Capital LLC 330.51%0.58%0.63%Q1 2015Q3 20153
BARCLAYS PLC 210.00%0.00%0.00%Q4 2016Q2 20213
Geneva Advisors, LLC 330.01%0.01%0.01%Q4 2016Q2 20173
Cornerstone Planning Group LLC 210.53%0.66%0.88%Q4 2022Q3 20233
HHG & Company, LLC 330.11%0.12%0.13%Q3 2015Q1 20163
SG Americas Securities, LLC 110.00%0.01%0.02%Q3 2017Q3 20183
Hall Kathryn A. 333.62%4.31%5.03%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Redwood Financial Network Corp 330.26%0.28%0.28%Q2 2022Q4 20223
Jaffetilchin Investment Partners, LLC 110.14%0.15%0.15%Q1 2017Q1 20183
Magnus Financial Group LLC 330.04%0.05%0.06%Q3 2021Q1 20223
WASHINGTON TRUST BANK 210.00%0.00%0.01%Q3 2017Q3 20183
Stadion Money Management, LLC 330.17%0.47%0.73%Q4 2016Q2 20173
PRIVATE TRUST CO NA 330.00%0.00%0.00%Q4 2022Q2 20233
GUYASUTA INVESTMENT ADVISORS INC 330.29%0.30%0.31%Q3 2016Q1 20173
Paragon Capital Management LLC 330.14%0.27%0.36%Q4 2017Q2 20183
Stone Point Wealth LLC 330.36%0.42%0.48%Q1 2023Q3 20233
THOMPSON SIEGEL & WALMSLEY LLC 210.00%0.00%0.01%Q1 2017Q4 20193
Affiance Financial, LLC 110.01%0.11%0.21%Q4 2015Q4 20192
Urban Wealth Management, LLC 110.00%0.41%0.82%Q4 2020Q2 20222
Beacon Capital Management, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
SILVERLAKE WEALTH MANAGEMENT LLC 220.42%0.44%0.46%Q1 2022Q2 20222
Psagot Value Holdings Ltd. / (Israel) 220.02%0.02%0.02%Q3 2022Q4 20222
CENTRAL TRUST Co 110.00%0.00%0.00%Q4 2017Q2 20222
RiverFront Investment Group, LLC 223.61%4.05%4.49%Q2 2022Q3 20222
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.15%1.89%3.62%Q4 2019Q4 20222
Stratos Wealth Advisors, LLC 110.07%0.09%0.10%Q3 2022Q1 20232
Mutual Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Advocacy Wealth Management Services, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Fluent Financial, LLC 224.55%4.55%4.56%Q4 2017Q1 20182
Integrated Advisors Network LLC 220.15%0.15%0.15%Q1 2023Q2 20232
MBL Wealth, LLC 220.43%0.48%0.53%Q3 2022Q4 20222
EPG Wealth Management LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Windham Capital Management, LLC 220.66%1.09%1.52%Q1 2015Q2 20152
Alaska Permanent Capital Management 220.02%0.02%0.02%Q2 2023Q3 20232
Accuvest Global Advisors 110.48%0.52%0.56%Q1 2016Q4 20212
Schwab Charitable Fund 220.11%0.11%0.12%Q4 2019Q1 20202
Belpointe Asset Management LLC 220.13%0.14%0.15%Q4 2017Q1 20182
Aptus Capital Advisors, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Hoxton Planning & Management, LLC 220.55%0.70%0.84%Q4 2022Q1 20232
Savior LLC 220.01%0.01%0.01%Q2 2022Q3 20222
FARMERS & MERCHANTS INVESTMENTS INC 220.00%0.00%0.00%Q3 2017Q4 20172
Litman Gregory Wealth Management LLC 220.28%0.28%0.29%Q1 2017Q2 20172
SWS Partners 220.00%0.00%0.01%Q4 2017Q1 20182
Icon Wealth Partners, LLC 220.80%1.15%1.49%Q4 2017Q1 20182
Highmount Capital, LLC 223.44%3.48%3.52%Q1 2015Q2 20152
PFS Partners, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
D.A. DAVIDSON & CO. 220.00%0.00%0.00%Q1 2015Q2 20152
1832 Asset Management L.P. 220.00%0.00%0.00%Q2 2017Q3 20172
Alerus Investment Advisors Corp 220.06%0.06%0.06%Q3 2015Q4 20152
Hackensack Meridian Health, Inc. 223.93%3.99%4.04%Q2 2023Q3 20232
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Lloyd Advisory Services, LLC. 110.00%0.01%0.02%Q2 2020Q2 20212
West Financial Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Arete Wealth Advisors, LLC 220.03%0.03%0.04%Q3 2020Q4 20202
Itau Unibanco Holding S.A. 220.01%0.07%0.13%Q4 2017Q1 20182
Strategic Wealth Partners Group, LLC 220.34%1.77%3.21%Q1 2018Q2 20182
TIAA, FSB 220.05%0.05%0.05%Q1 2023Q2 20232
MKD WEALTH COACHES, LLC 220.00%0.00%0.01%Q1 2019Q2 20192
Hoxton Financial, Inc. 220.16%0.16%0.17%Q4 2015Q1 20162
Glenview Trust Co 220.01%0.01%0.01%Q2 2023Q3 20232
IAG Wealth Partners, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Alera Investment Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Sequoia Financial Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
INSIGNEO ADVISORY SERVICES, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
TITLEIST CAPITAL, LLC 220.36%0.39%0.41%Q3 2022Q4 20222
Legacy Wealth Planning, LLC 220.43%0.44%0.46%Q4 2019Q1 20202
Midwest Professional Planners, LTD. 220.02%0.03%0.03%Q4 2017Q1 20182
MANAGED ACCOUNT ADVISORS LLC 220.01%0.01%0.01%Q1 2015Q2 20152
MOODY LYNN & LIEBERSON, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Quantitative Advantage, LLC 220.58%0.61%0.63%Q1 2015Q2 20152
OmniStar Financial Group, Inc. 220.49%0.53%0.57%Q4 2017Q1 20182
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q3 2016Q2 20182
Vestmark Advisory Solutions, Inc. 220.05%0.06%0.06%Q2 2022Q3 20222
Lion Street Advisors, LLC 110.08%0.08%0.09%Q1 2023Q3 20232
PACIFIC FINANCIAL GROUP INC 220.66%0.70%0.74%Q2 2015Q3 20152
Pensionmark Financial Group, LLC 220.27%0.33%0.39%Q4 2019Q1 20202
Moloney Securities Asset Management, LLC 220.10%0.10%0.11%Q3 2017Q4 20172
Financial Architects, Inc 220.01%0.01%0.02%Q3 2019Q4 20192
Bay Harbor Wealth Management, LLC 110.00%0.00%0.01%Q4 2018Q2 20192
BIP Wealth, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
ALTERNA WEALTH MANAGEMENT, INC 220.16%0.55%0.93%Q4 2018Q1 20192
Capital Asset Advisory Services LLC 110.00%0.01%0.02%Q4 2019Q2 20212
DONALDSON CAPITAL MANAGEMENT, LLC 220.04%0.04%0.04%Q1 2017Q2 20172
Marcum Wealth, LLC 220.06%0.07%0.07%Q2 2022Q3 20222
Koshinski Asset Management, Inc. 220.10%0.11%0.11%Q2 2022Q3 20222
Evercore Wealth Management, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
PINNACLE ASSOCIATES LTD 220.00%0.01%0.02%Q4 2015Q1 20162
IEQ CAPITAL, LLC 220.05%0.06%0.06%Q1 2022Q2 20222
Pinkerton Retirement Specialists, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Plante Moran Financial Advisors, LLC 110.00%0.00%0.01%Q1 2020Q2 20232
Financial Partners Group, Inc 220.34%0.38%0.42%Q4 2017Q1 20182
Fortis Advisors, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Moss Adams Wealth Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
F3Logic, LLC 220.05%0.05%0.05%Q2 2022Q3 20222
Hudock, Inc. 220.01%0.01%0.01%Q2 2022Q3 20222
CERTUITY, LLC 220.16%0.23%0.30%Q2 2021Q3 20212
MONEY CONCEPTS CAPITAL CORP 220.00%0.00%0.01%Q3 2022Q4 20222
American Financial Network Advisory Services LLC 220.01%0.01%0.01%Q3 2017Q4 20172
RFG Advisory, LLC 110.10%0.24%0.37%Q1 2018Q3 20232
ATTICUS WEALTH MANAGEMENT, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
CENTAURUS FINANCIAL, INC. 110.00%0.01%0.02%Q2 2018Q3 20232
Winfield Associates, Inc. 220.00%0.00%0.01%Q2 2016Q3 20162
Linscomb & Williams, Inc. 220.02%0.03%0.04%Q4 2019Q1 20202
V Wealth Advisors LLC 110.02%0.02%0.02%Q2 2017Q2 20171
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Selective Wealth Management, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
Cerity Partners LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Independent Portfolio Consultants, Inc. 110.14%0.14%0.14%Q2 2017Q2 20171
Hibernia Wealth Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Wealthfront Advisers LLC 110.00%0.00%0.00%Q1 2023Q1 20231
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NexWave Capital Partners LLC 110.81%0.81%0.81%Q4 2019Q4 20191
Filament LLC 110.23%0.23%0.23%Q2 2017Q2 20171
ACIMA PRIVATE WEALTH, LLC 110.20%0.20%0.20%Q4 2018Q4 20181
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Pinnacle Wealth Management Advisory Group, LLC 110.84%0.84%0.84%Q4 2015Q4 20151
Personal Wealth Partners 110.00%0.00%0.00%Q2 2021Q2 20211
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
FCG ADVISORS, LLC 110.13%0.13%0.13%Q2 2017Q2 20171
Concord Wealth Partners 110.00%0.00%0.00%Q4 2022Q4 20221
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q1 2018Q1 20181
ROVIN CAPITAL /UT/ /ADV 110.37%0.37%0.37%Q4 2019Q4 20191
Sage Advisory Services, Ltd.Co. 112.52%2.52%2.52%Q2 2017Q2 20171
HOWARD FINANCIAL SERVICES, LTD. 110.08%0.08%0.08%Q4 2022Q4 20221
WESPAC Advisors, LLC 110.28%0.28%0.28%Q4 2015Q4 20151
New World Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Neuberger Berman Group LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Alexandria Capital, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Ledyard National Bank 110.00%0.00%0.00%Q4 2017Q4 20171
OXFORD FINANCIAL GROUP, LTD. LLC 110.00%0.00%0.00%Q2 2022Q2 20221
DIALECTIC CAPITAL MANAGEMENT, LP 110.14%0.14%0.14%Q1 2015Q1 20151
KerberRose Wealth Management, LLC 110.65%0.65%0.65%Q2 2022Q2 20221
TCI Wealth Advisors, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
SEAVIEW INVESTMENT MANAGERS LLC 111.16%1.16%1.16%Q3 2023Q3 20231
INTEGRATED WEALTH COUNSEL, LLC 110.22%0.22%0.22%Q4 2016Q4 20161
Virtue Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Truepoint, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
RAYMOND JAMES TRUST N.A. 110.01%0.01%0.01%Q2 2022Q2 20221
EWG Elevate Inc. 110.33%0.33%0.33%Q2 2023Q2 20231
SCHRODER INVESTMENT MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
EDMOND DE ROTHSCHILD (SUISSE) S.A. 110.01%0.01%0.01%Q3 2015Q3 20151
CXI Advisors 110.03%0.03%0.03%Q4 2019Q4 20191
OPTIMUM INVESTMENT ADVISORS 110.02%0.02%0.02%Q1 2015Q1 20151
Glovista Investments LLC 110.04%0.04%0.04%Q4 2015Q4 20151
FinTrust Capital Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Ancora Advisors LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Guidance Point Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
NEXT Financial Holdings 110.04%0.04%0.04%Q1 2019Q1 20191
Riverview Trust Co 110.01%0.01%0.01%Q2 2020Q2 20201
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Clear Harbor Asset Management, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Vestpro Financial Partners, Inc. dba CPF Texas 110.25%0.25%0.25%Q3 2018Q3 20181
Price Wealth, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Merriman Wealth Management, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
SMITH, MOORE & CO. 110.11%0.11%0.11%Q3 2023Q3 20231
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q3 2015Q3 20151
Destination Wealth Management 110.00%0.00%0.00%Q1 2018Q1 20181
WealthPLAN Partners, LLC 110.11%0.11%0.11%Q3 2018Q3 20181
Evanson Asset Management, LLC 110.10%0.10%0.10%Q1 2015Q1 20151
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PNC Managed Account Solutions, Inc. 110.16%0.16%0.16%Q2 2021Q2 20211
BB&T INVESTMENT SERVICES, INC. 110.33%0.33%0.33%Q2 2017Q2 20171
Garde Capital, Inc. 110.07%0.07%0.07%Q4 2015Q4 20151
Compass Ion Advisors, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Gemmer Asset Management LLC 110.52%0.52%0.52%Q1 2014Q1 20141
TIAA TRUST, NATIONAL ASSOCIATION 110.06%0.06%0.06%Q3 2023Q3 20231
SSI INVESTMENT MANAGEMENT LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Summit Wealth Group, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
NATIXIS ADVISORS, L.P. 110.01%0.01%0.01%Q2 2015Q2 20151
Ruggie Capital Group 110.01%0.01%0.01%Q2 2017Q2 20171
Parasol Investment Management, LLC 114.96%4.96%4.96%Q1 2017Q1 20171
TRUE Private Wealth Advisors 110.46%0.46%0.46%Q3 2023Q3 20231
Stockman Wealth Management, Inc. 110.16%0.16%0.16%Q3 2016Q3 20161
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q4 2023Q4 20231
J.W. COLE ADVISORS, INC. 110.04%0.04%0.04%Q4 2019Q4 20191
Johnson Bixby & Associates, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
Pinnacle Bancorp, Inc. 110.01%0.01%0.01%Q1 2017Q1 20171
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Endowment Wealth Management, Inc. 110.20%0.20%0.20%Q4 2021Q4 20211
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ADAMSBROWN WEALTH CONSULTANTS LLC 1110.58%10.58%10.58%Q3 2023Q3 20231
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q4 2016Q4 20161
Trinity Wealth Management, LLC 110.53%0.53%0.53%Q3 2023Q3 20231
CITY NATIONAL BANK 110.00%0.00%0.00%Q3 2015Q3 20151
SILVER OAK SECURITIES, INCORPORATED 110.14%0.14%0.14%Q2 2023Q2 20231
Castleview Partners, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
WIN ADVISORS, INC 117.33%7.33%7.33%Q3 2023Q3 20231
Tuttle Capital Management, LLC 110.68%0.68%0.68%Q4 2015Q4 20151
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Headlands Technologies LLC 110.01%0.01%0.01%Q4 2022Q4 20221
REGIMEN WEALTH, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Vivaldi Capital Management LP 110.00%0.00%0.00%Q1 2017Q1 20171
CLIFFORD SWAN INVESTMENT COUNSEL LLC 110.04%0.04%0.04%Q2 2017Q2 20171
Camarda Financial Advisors, LLC 110.67%0.67%0.67%Q4 2015Q4 20151
Ameritas Investment Company, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Capital Directions Investment Advisors, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CITIZENS FINANCIAL GROUP INC/RI 110.01%0.01%0.01%Q3 2019Q3 20191
RiverGlades Family Offices LLC 111.37%1.37%1.37%Q4 2018Q4 20181
Squar Milner Financial Services LLC 110.01%0.01%0.01%Q2 2018Q2 20181
BBR PARTNERS, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
LITTLE HOUSE CAPITAL LLC 111.10%1.10%1.10%Q2 2020Q2 20201
MGO ONE SEVEN LLC 110.01%0.01%0.01%Q3 2022Q3 20221
LGL PARTNERS, LLC 110.14%0.14%0.14%Q4 2015Q4 20151
Renasant Bank 110.15%0.15%0.15%Q2 2021Q2 20211
BSW Wealth Partners 114.66%4.66%4.66%Q4 2015Q4 20151
Cedar Brook Financial Partners, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Curtis Advisory Group, LLC 110.30%0.30%0.30%Q3 2023Q3 20231
BB&T SECURITIES, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
TD ASSET MANAGEMENT INC 110.40%0.40%0.40%Q3 2016Q3 20161
Hirtle Callaghan & Co LLC 112.06%2.06%2.06%Q2 2016Q2 20161
Nicholas Hoffman & Company, LLC. 110.16%0.16%0.16%Q4 2016Q4 20161
Savant Capital, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Concert Wealth Management Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
FIDUCIARY TRUST CO 110.00%0.00%0.00%Q3 2023Q3 20231
Lido Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
DT Investment Partners, LLC 110.27%0.27%0.27%Q2 2015Q2 20151
Mirae Asset Global Investments Co., Ltd. 110.14%0.14%0.14%Q3 2017Q3 20171
Bison Wealth, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Ballentine Partners, LLC 110.02%0.02%0.02%Q2 2017Q2 20171
MAI Capital Management 110.01%0.01%0.01%Q3 2023Q3 20231
Balentine LLC 110.00%0.00%0.00%Q4 2022Q4 20221
HOWARD WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Silicon Hills Wealth Management, LLC 110.22%0.22%0.22%Q4 2019Q4 20191
Vantage Investment Advisors, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Lebenthal Global Advisors, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
ADVISOR PARTNERS II, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
First PREMIER Bank 110.01%0.01%0.01%Q3 2023Q3 20231
Vectors Research Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
San Luis Wealth Advisors LLC 110.62%0.62%0.62%Q2 2022Q2 20221
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q1 2018Q1 20181
Kerntke Otto McGlone Wealth Management Group 110.02%0.02%0.02%Q4 2022Q4 20221
CALDWELL SUTTER CAPITAL, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
External links

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