ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
LPL Financial LLC 38380.00%0.05%0.42%Q2 2014Q3 202338
ROYAL BANK OF CANADA 3170.00%0.00%0.02%Q1 2014Q3 202338
UBS Group AG 36360.00%0.01%0.08%Q4 2014Q3 202336
MORGAN STANLEY 36360.00%0.01%0.04%Q4 2014Q3 202336
JANE STREET GROUP, LLC 1910.00%0.01%0.05%Q1 2014Q3 202334
BANK OF AMERICA CORP /DE/ 3210.00%0.01%0.06%Q2 2015Q3 202333
WELLS FARGO & COMPANY/MN 1960.00%0.00%0.01%Q2 2015Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.02%0.13%Q4 2017Q3 202324
JAMES INVESTMENT RESEARCH INC 23230.00%0.20%0.90%Q1 2018Q3 202323
WOODMONT INVESTMENT COUNSEL LLC 23230.03%0.18%0.33%Q1 2018Q3 202323
Ifrah Financial Services, Inc. 22221.68%3.11%6.87%Q2 2018Q3 202322
Arbor Investment Advisors, LLC 22220.14%5.11%13.76%Q2 2018Q3 202322
Cambridge Investment Research Advisors, Inc. 2110.00%0.10%0.41%Q1 2018Q3 202322
LANDAAS & CO /WI /ADV 22220.63%7.99%19.24%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.06%1.01%Q3 2018Q3 202321
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.00%Q2 2014Q3 202321
STEPHENS INC /AR/ 21210.02%0.16%0.69%Q3 2018Q3 202321
MV CAPITAL MANAGEMENT, INC. 20200.00%7.78%16.52%Q4 2018Q3 202320
STIFEL FINANCIAL CORP 20200.00%0.01%0.06%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.01%0.04%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 19191.03%2.47%3.45%Q1 2019Q3 202319
Citadel Advisors 1520.00%0.00%0.00%Q2 2018Q2 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Elmwood Wealth Management, Inc. 820.06%5.10%8.26%Q3 2018Q3 202318
ENVESTNET ASSET MANAGEMENT INC 820.00%0.06%0.68%Q3 2015Q3 202318
SHEPHERD KAPLAN KROCHUK, LLC 18180.18%0.29%0.74%Q1 2018Q2 202218
Clear Harbor Asset Management, LLC 18180.01%0.09%0.13%Q2 2017Q3 202118
RAYMOND JAMES & ASSOCIATES 1430.00%0.02%0.06%Q4 2018Q3 202317
American Portfolios Advisors 17170.06%0.13%0.21%Q3 2018Q3 202217
Integrated Advisors Network LLC 16160.02%0.06%0.18%Q4 2019Q3 202316
AE Wealth Management LLC 16160.01%0.22%0.82%Q4 2019Q3 202316
LADENBURG THALMANN FINANCIAL SERVICES INC. 1150.00%0.00%0.00%Q4 2015Q4 201916
Capital Wealth Alliance, LLC 16160.41%1.04%2.64%Q4 2019Q3 202316
Raymond James Financial Services Advisors, Inc. 1410.00%0.07%0.22%Q4 2018Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.09%0.44%Q1 2020Q3 202315
Investors Research Corp 15150.01%0.03%0.06%Q1 2020Q3 202315
Wealthquest Corp 550.14%1.87%4.81%Q4 2018Q3 202315
FLOW TRADERS U.S. LLC 710.01%0.15%0.43%Q3 2018Q2 202314
KCS Wealth Advisory 950.01%0.36%1.08%Q3 2019Q3 202314
Selective Wealth Management, Inc. 14140.04%0.19%1.56%Q2 2019Q3 202214
NEXT Financial Group, Inc 13130.01%0.03%0.06%Q4 2018Q4 202113
FinTrust Capital Advisors, LLC 1210.01%0.25%1.30%Q3 2019Q3 202313
SIGNATUREFD, LLC 1120.00%0.01%0.01%Q2 2020Q3 202313
Leelyn Smith, LLC 13130.00%0.01%0.02%Q4 2019Q4 202213
PNC FINANCIAL SERVICES GROUP, INC. 850.00%0.00%0.00%Q4 2018Q3 202313
LINCOLN NATIONAL CORP 1010.01%0.01%0.02%Q1 2018Q3 202312
BSW Wealth Partners 12120.06%0.09%0.24%Q4 2020Q3 202312
WINTRUST INVESTMENTS LLC 910.05%1.08%3.02%Q3 2018Q3 202312
CITIGROUP INC 410.00%0.00%0.00%Q2 2017Q3 202312
OPPENHEIMER & CO INC 660.01%0.16%0.56%Q2 2020Q3 202312
Truepoint, Inc. 1110.01%0.02%0.02%Q2 2019Q3 202312
New Capital Management LP 711.27%2.34%4.24%Q3 2020Q3 202311
GREENWOOD CAPITAL ASSOCIATES LLC 11110.03%0.20%0.35%Q1 2019Q3 202111
Vontobel Holding Ltd. 11110.00%0.00%0.01%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.05%0.47%Q1 2021Q3 202311
Weaver Consulting Group 730.14%2.21%5.61%Q1 2019Q3 202310
MCF Advisors LLC 10100.00%0.04%0.32%Q3 2018Q4 202010
Ford Financial Group, LLC 810.01%0.26%0.49%Q1 2019Q4 202110
Financial Gravity Asset Management, Inc. 810.00%0.04%0.25%Q4 2020Q3 202310
Sigma Planning Corp 510.01%0.03%0.07%Q1 2018Q3 202310
Blue Edge Capital, LLC 730.44%1.35%2.54%Q2 2018Q3 202310
Bigelow Investment Advisors, LLC 990.16%0.29%0.36%Q3 2021Q3 20239
JPMORGAN CHASE & CO 410.00%0.00%0.02%Q3 2016Q3 20239
Global Retirement Partners, LLC 720.02%0.12%0.21%Q2 2018Q3 20239
Clarity Financial LLC 810.14%6.10%11.68%Q4 2020Q3 20239
Cypress Capital, LLC 510.13%4.94%10.13%Q4 2018Q3 20239
MSI Financial Services Inc 990.00%0.00%0.00%Q2 2014Q2 20169
Atria Investments, Inc 540.03%0.12%0.39%Q4 2018Q3 20239
Private Advisor Group, LLC 710.00%0.07%0.24%Q2 2020Q3 20239
G&S Capital LLC 540.25%0.72%2.08%Q4 2018Q3 20239
TD Waterhouse Canada Inc. 880.00%0.01%0.03%Q4 2021Q3 20238
AMERIPRISE FINANCIAL INC 510.00%0.00%0.00%Q2 2014Q3 20238
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 610.00%0.00%0.01%Q4 2019Q3 20238
WT Wealth Management 880.08%0.62%1.83%Q3 2020Q2 20228
Orion Portfolio Solutions, LLC 880.06%0.15%0.21%Q4 2021Q3 20238
FMR LLC 510.00%0.00%0.00%Q2 2019Q3 20238
Cetera Investment Advisers 880.01%0.21%0.75%Q4 2021Q3 20238
IFP Advisors, Inc 880.00%0.24%0.73%Q4 2021Q3 20238
CIBC Private Wealth Group, LLC 710.00%0.00%0.00%Q3 2020Q3 20238
First Horizon Advisors, Inc. 530.00%0.02%0.06%Q4 2018Q3 20238
Insight Folios Inc 610.14%0.30%0.53%Q1 2020Q3 20238
MML INVESTORS SERVICES, LLC 620.00%0.10%0.49%Q4 2018Q3 20238
BECK CAPITAL MANAGEMENT, LLC 410.10%1.57%9.92%Q4 2018Q3 20237
Drexel Morgan & Co. 771.40%2.85%3.54%Q3 2018Q1 20207
White Lighthouse Investment Management Inc. 770.10%0.24%0.36%Q1 2019Q3 20207
Migdal Insurance & Financial Holdings Ltd. 770.00%0.00%0.00%Q2 2018Q4 20197
Northwest Quadrant Wealth Management, LLC 775.85%8.33%10.40%Q1 2022Q3 20237
Integrated Wealth Concepts LLC 770.01%0.03%0.08%Q1 2022Q3 20237
Valmark Advisers, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
CENTAURUS FINANCIAL, INC. 520.01%0.04%0.12%Q1 2019Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.15%0.48%Q1 2022Q3 20237
Bank of New York Mellon Corp 610.00%0.00%0.01%Q4 2018Q3 20237
Advocacy Wealth Management Services, LLC 770.20%5.63%6.99%Q1 2022Q3 20237
HARBOUR INVESTMENTS, INC. 430.00%0.05%0.22%Q1 2021Q3 20237
Mutual Advisors, LLC 520.02%0.18%0.40%Q2 2019Q3 20237
MASSMUTUAL TRUST CO FSB/ADV 320.00%0.05%0.16%Q4 2017Q4 20237
Kestra Advisory Services, LLC 610.00%0.01%0.05%Q3 2020Q3 20237
Janney Montgomery Scott LLC 520.00%0.30%0.64%Q3 2019Q3 20237
RAYMOND JAMES TRUST N.A. 660.04%0.05%0.09%Q2 2022Q3 20236
SPC Financial, Inc. 660.83%13.68%22.01%Q2 2022Q3 20236
Total Clarity Wealth Management, Inc. 660.21%0.75%1.54%Q2 2022Q3 20236
Ascent Group, LLC 660.05%0.59%1.18%Q2 2022Q3 20236
Mariner, LLC 660.03%0.09%0.16%Q2 2022Q3 20236
SVB WEALTH LLC 660.02%0.12%0.19%Q2 2022Q3 20236
American Planning Services, Inc. 660.36%9.63%14.44%Q2 2022Q3 20236
Pinnacle Bancorp, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Madison Asset Management, LLC 660.00%1.19%1.65%Q2 2022Q3 20236
Ameritas Advisory Services, LLC 660.09%0.33%0.77%Q2 2022Q3 20236
GOLDMAN SACHS GROUP INC 660.01%0.01%0.01%Q2 2022Q3 20236
Renaissance Technologies 660.02%0.05%0.09%Q2 2022Q3 20236
Cetera Advisors LLC 660.01%0.07%0.24%Q2 2022Q3 20236
Advisor Group, Inc. 660.00%0.00%0.01%Q3 2018Q4 20196
DB Wealth Management Group, LLC 660.09%0.17%0.21%Q2 2022Q3 20236
Sovereign Investment Advisors, LLC 661.90%2.06%2.24%Q2 2022Q3 20236
Geneos Wealth Management Inc. 660.00%0.03%0.09%Q2 2022Q3 20236
UNITED CAPITAL FINANCIAL ADVISORS, LLC 420.00%0.01%0.04%Q1 2020Q3 20236
PINNACLE FINANCIAL PARTNERS INC 660.01%0.01%0.02%Q2 2022Q3 20236
US BANCORP \DE\ 660.00%0.01%0.03%Q2 2022Q3 20236
Badgley Phelps Wealth Managers, LLC 661.09%1.69%2.83%Q2 2022Q3 20236
Dynamic Advisor Solutions LLC 330.03%0.16%0.36%Q2 2020Q3 20236
Vishria Bird Financial Group, LLC 661.38%4.01%5.18%Q2 2022Q3 20236
Belpointe Asset Management LLC 660.02%0.06%0.14%Q2 2022Q3 20236
BTS Asset Management, Inc. 660.24%0.63%1.51%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.06%0.09%0.14%Q2 2022Q3 20236
MATHER GROUP, LLC. 660.03%0.05%0.07%Q2 2022Q3 20236
Equitable Holdings, Inc. 660.01%0.13%0.21%Q2 2022Q3 20236
GSB Wealth Management, LLC 660.42%0.69%1.20%Q2 2022Q3 20236
Perigon Wealth Management, LLC 510.02%0.25%0.54%Q3 2011Q3 20236
FLAGSHIP HARBOR ADVISORS, LLC 660.03%0.04%0.05%Q2 2022Q3 20236
JRM Investment Counsel, LLC 550.23%0.88%2.30%Q3 2022Q3 20235
TRANSCEND CAPITAL ADVISORS, LLC 550.14%0.17%0.28%Q3 2022Q3 20235
Montecito Bank & Trust 550.12%0.40%1.05%Q4 2022Q4 20235
Estate Counselors, LLC 550.01%0.15%0.24%Q4 2020Q4 20215
J2 Capital Management Inc 557.84%9.78%13.92%Q3 2022Q3 20235
Aquire Wealth Advisors, LLC 551.73%2.19%2.57%Q3 2022Q3 20235
WJ Wealth Management, LLC 554.25%7.35%10.19%Q3 2022Q3 20235
Stratos Wealth Partners, LTD. 210.00%0.01%0.04%Q4 2017Q3 20235
Brookstone Capital Management 550.02%0.09%0.26%Q3 2022Q3 20235
VICTORY CAPITAL MANAGEMENT INC 550.02%0.02%0.02%Q3 2022Q3 20235
DAVENPORT & Co LLC 550.02%0.02%0.02%Q3 2022Q3 20235
Fortress Wealth Group, LLC 551.94%4.29%6.47%Q3 2022Q3 20235
Covestor Ltd 550.00%0.01%0.01%Q3 2022Q3 20235
MAGNOLIA CAPITAL ADVISORS LLC 553.37%8.21%15.78%Q3 2022Q3 20235
CIBC BANK USA 550.04%0.05%0.08%Q4 2018Q4 20195
BOSTON FAMILY OFFICE LLC 550.19%0.22%0.23%Q3 2022Q3 20235
Steward Partners Investment Advisory, LLC 550.12%0.14%0.16%Q3 2022Q3 20235
FOUNDERS FINANCIAL SECURITIES LLC 550.26%0.91%1.94%Q3 2022Q3 20235
BlackRock Inc. 410.00%0.00%0.01%Q1 2020Q3 20235
RFG Advisory, LLC 550.01%0.10%0.34%Q3 2022Q3 20235
Allworth Financial LP 550.00%0.03%0.05%Q3 2022Q3 20235
HOWE & RUSLING INC 550.00%0.01%0.03%Q1 2020Q1 20215
HighTower Advisors, LLC 550.00%0.01%0.04%Q3 2022Q3 20235
Laurel Wealth Advisors, Inc. 550.06%0.09%0.15%Q1 2019Q1 20205
Creative Planning 550.00%0.01%0.01%Q3 2022Q3 20235
ENTERPRISE FINANCIAL SERVICES CORP 550.03%0.04%0.06%Q1 2019Q1 20205
Steward Financial Group LLC 557.32%22.35%35.40%Q3 2022Q3 20235
MACROVIEW INVESTMENT MANAGEMENT LLC 550.12%0.15%0.17%Q3 2022Q3 20235
Simplicity Solutions, LLC 550.04%0.13%0.39%Q1 2020Q1 20215
RETIREMENT CAPITAL STRATEGIES 550.52%2.53%3.59%Q3 2022Q3 20235
BANK OF MONTREAL /CAN/ 210.00%0.00%0.01%Q1 2017Q3 20235
Disciplined Investments, LLC 551.37%1.89%2.63%Q3 2022Q3 20235
Fortune 45 LLC 554.28%5.56%7.92%Q3 2022Q3 20235
PBMares Wealth Management LLC 550.11%0.16%0.18%Q3 2022Q3 20235
Titan Capital Management, LLC /TX 550.26%11.99%14.96%Q2 2022Q2 20235
St. Louis Financial Planners Asset Management, LLC 551.67%6.80%9.22%Q4 2022Q4 20235
Coury Firm Asset Management LLC 550.18%5.91%11.10%Q1 2022Q1 20235
Gradient Investments LLC 550.00%0.00%0.00%Q3 2022Q3 20235
WestEnd Advisors, LLC 551.70%1.77%1.83%Q3 2022Q3 20235
Element Wealth, LLC 559.18%9.71%10.78%Q3 2022Q3 20235
One Charles Private Wealth Services, LLC 550.52%0.68%0.94%Q3 2022Q3 20235
Advisor Resource Council 550.05%0.10%0.14%Q3 2022Q3 20235
SILVER OAK SECURITIES, INCORPORATED 551.21%1.38%1.60%Q3 2022Q3 20235
GeoWealth Management, LLC 550.27%0.60%1.08%Q3 2022Q3 20235
BlackDiamond Wealth Management, LLC 550.19%0.68%2.11%Q3 2022Q3 20235
Beacon Capital Management, LLC 550.08%3.08%14.34%Q3 2022Q3 20235
NATIONAL BANK OF CANADA /FI/ 410.00%0.01%0.02%Q2 2022Q3 20235
TrinityPoint Wealth, LLC 550.33%0.34%0.35%Q3 2022Q3 20235
Main Management LLC 550.12%0.26%0.38%Q3 2022Q3 20235
Regal Investment Advisors LLC 550.02%0.24%0.51%Q3 2022Q3 20235
Rinkey Investments 5510.36%16.00%18.63%Q3 2022Q3 20235
Advisory Services Network, LLC 410.00%0.04%0.11%Q4 2020Q3 20235
TRUIST FINANCIAL CORP 550.10%0.11%0.12%Q3 2022Q3 20235
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 440.13%3.18%6.50%Q4 2022Q3 20234
AJ WEALTH STRATEGIES, LLC 441.59%2.09%2.57%Q3 2022Q2 20234
Capstone Financial Group, Inc. 440.09%0.10%0.12%Q4 2019Q3 20204
Destination Wealth Management 440.04%0.06%0.08%Q4 2022Q3 20234
Almanack Investment Partners, LLC. 310.05%0.49%1.27%Q2 2022Q3 20234
BB&T SECURITIES, LLC 440.02%0.02%0.02%Q4 2018Q3 20194
TOWNSQUARE CAPITAL LLC 440.02%0.04%0.06%Q4 2022Q3 20234
HM PAYSON & CO 440.07%0.08%0.10%Q4 2022Q3 20234
Aptus Capital Advisors, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Trilogy Capital Inc. 440.05%0.05%0.05%Q4 2022Q3 20234
Bard Financial Services, Inc. 440.05%0.75%1.24%Q3 2022Q2 20234
Legacy Wealth Asset Management, LLC 441.26%2.73%3.79%Q4 2022Q3 20234
BRANDYWINE OAK PRIVATE WEALTH LLC 444.46%4.61%4.90%Q4 2018Q3 20194
Penserra Capital Management LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Connectus Wealth, LLC 440.26%0.43%0.66%Q4 2022Q3 20234
J.W. COLE ADVISORS, INC. 220.02%0.02%0.03%Q1 2021Q1 20224
United Asset Strategies, Inc. 440.11%0.13%0.16%Q1 2019Q4 20194
Prospera Financial Services Inc 440.02%0.18%0.31%Q4 2022Q3 20234
Private Wealth Partners, LLC 440.08%0.13%0.18%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.20%0.39%0.76%Q4 2022Q3 20234
Cetera Advisor Networks LLC 440.13%0.22%0.37%Q4 2022Q3 20234
Private Advisory Group LLC 440.18%0.27%0.36%Q4 2022Q3 20234
Oxbow Advisors, LLC 441.10%7.40%13.68%Q4 2022Q3 20234
ABSOLUTE CAPITAL MANAGEMENT, LLC 310.43%0.53%0.64%Q2 2022Q3 20234
Sowell Financial Services LLC 220.13%0.18%0.22%Q3 2022Q3 20234
GUARDIAN WEALTH ADVISORS, LLC / NC 440.06%0.10%0.14%Q4 2022Q3 20234
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 440.15%0.15%0.16%Q4 2022Q3 20234
MILESTONE ASSET MANAGEMENT, LLC 440.08%0.22%0.42%Q4 2022Q3 20234
Ameritas Investment Company, LLC 210.00%0.01%0.04%Q4 2018Q1 20204
Core Wealth Partners LLC 440.93%2.62%4.14%Q4 2022Q3 20234
Arlington Partners LLC 440.06%0.08%0.09%Q2 2019Q1 20204
Vertex Planning Partners, LLC 441.66%2.13%3.02%Q4 2022Q3 20234
EXCHANGE TRADED CONCEPTS, LLC 440.01%0.01%0.01%Q3 2022Q2 20234
TWO SIGMA SECURITIES, LLC 210.01%0.01%0.02%Q4 2018Q2 20234
ASSETMARK, INC 440.00%0.16%0.22%Q4 2022Q3 20234
Balboa Wealth Partners 440.16%0.17%0.18%Q4 2022Q3 20234
MOULTON WEALTH MANAGEMENT, INC 4422.32%28.52%32.32%Q4 2022Q3 20234
Wealthspire Advisors, LLC 440.42%0.80%1.00%Q4 2022Q3 20234
Vigilare Wealth Management 441.57%2.54%4.48%Q1 2023Q4 20234
CWM, LLC 440.00%0.44%1.25%Q4 2022Q3 20234
GREENUP STREET WEALTH MANAGEMENT LLC 440.15%0.18%0.21%Q4 2022Q3 20234
JANICZEK WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
AVANTAX ADVISORY SERVICES, INC. 440.06%0.09%0.15%Q4 2022Q3 20234
Advisory Alpha, LLC 440.01%0.04%0.07%Q2 2022Q1 20234
TELEMUS CAPITAL, LLC 440.02%0.03%0.04%Q2 2018Q1 20194
WealthPLAN Partners, LLC 440.00%0.07%0.14%Q1 2023Q4 20234
CALTON & ASSOCIATES, INC. 440.35%0.58%0.76%Q3 2022Q2 20234
Vestmark Advisory Solutions, Inc. 440.18%0.20%0.24%Q3 2022Q2 20234
BEAM WEALTH ADVISORS, INC. 220.17%0.56%0.95%Q4 2019Q3 20214
Grant/GrossMendelsohn, LLC 447.24%11.38%14.47%Q4 2022Q3 20234
MERCER GLOBAL ADVISORS INC /ADV 440.01%0.01%0.02%Q4 2022Q3 20234
Helen Stephens Group, LLC 440.38%1.08%1.52%Q4 2022Q3 20234
FIFTH THIRD BANCORP 440.00%0.00%0.00%Q4 2022Q3 20234
Moloney Securities Asset Management, LLC 440.23%0.34%0.55%Q4 2022Q3 20234
Divergent Wealth Advisors 440.23%1.90%4.86%Q4 2022Q3 20234
PATHSTONE FAMILY OFFICE, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Capital Analysts, LLC 440.00%0.01%0.05%Q4 2022Q3 20234
Family Asset Management, LLC 440.07%0.08%0.08%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.07%0.17%0.29%Q4 2022Q3 20234
Secure Asset Management, LLC 330.16%0.17%0.18%Q1 2023Q3 20233
PFG Advisors 330.03%0.07%0.13%Q1 2023Q3 20233
Arkadios Wealth Advisors 330.07%0.09%0.12%Q1 2023Q3 20233
Patriot Financial Group Insurance Agency, LLC 330.11%0.23%0.32%Q1 2023Q3 20233
Buttonwood Financial Group, LLC 332.83%3.02%3.38%Q2 2023Q4 20233
Alaska Wealth Advisors 330.00%0.00%0.00%Q1 2023Q3 20233
Virtu KCG Holdings LLC 330.02%0.03%0.05%Q1 2015Q3 20153
GoalVest Advisory LLC 330.01%0.01%0.02%Q2 2023Q4 20233
Rockefeller Capital Management L.P. 210.00%0.00%0.00%Q1 2022Q4 20223
LIBERTY WEALTH MANAGEMENT LLC 330.08%0.35%0.85%Q1 2023Q3 20233
Financial Architects, Inc 330.40%0.59%0.73%Q4 2022Q2 20233
Lionsbridge Wealth Management LLC 210.32%3.01%4.50%Q1 2020Q1 20213
BIP Wealth, LLC 336.20%6.98%8.55%Q1 2023Q3 20233
Empowered Funds, LLC 210.55%1.04%1.51%Q4 2022Q3 20233
NorthCoast Asset Management LLC 330.18%0.25%0.32%Q3 2018Q1 20193
TITLEIST ASSET MANAGEMENT, LLC 330.12%0.30%0.66%Q1 2023Q3 20233
Cardinal Point Capital Management ULC 330.35%0.39%0.45%Q1 2023Q3 20233
Blueprint Investment Partners LLC 210.14%0.41%0.54%Q3 2022Q2 20233
SCHRODER INVESTMENT MANAGEMENT GROUP 330.00%0.00%0.00%Q1 2015Q3 20153
SALEM INVESTMENT COUNSELORS INC 330.00%0.00%0.00%Q1 2023Q3 20233
Main Management Fund Advisors LLC 333.18%4.09%5.15%Q1 2023Q3 20233
Cravens & Co Advisors, LLC 210.75%2.70%6.26%Q4 2022Q3 20233
Allianz Asset Management GmbH 330.00%0.00%0.01%Q3 2018Q1 20193
ICA Group Wealth Management, LLC 210.02%0.07%0.17%Q4 2022Q3 20233
Proficio Capital Partners LLC 330.64%1.25%2.40%Q1 2023Q3 20233
Professional Financial Advisors, LLC 210.81%3.03%4.35%Q2 2022Q3 20233
Facet Wealth, Inc. 330.10%0.41%0.70%Q1 2023Q3 20233
Claraphi Advisory Network, LLC 330.40%0.92%1.29%Q2 2022Q4 20223
Knowledge Leaders Capital, LLC 335.99%6.85%7.66%Q1 2023Q3 20233
Castle Rock Wealth Management, LLC 210.35%2.17%3.63%Q2 2019Q3 20233
Thomas J. Herzfeld Advisors, Inc. 330.11%1.52%3.48%Q1 2023Q3 20233
Strategic Financial Concepts, LLC 330.74%1.04%1.40%Q1 2023Q3 20233
UBS AG 330.00%0.00%0.00%Q1 2014Q3 20143
Taylor & Morgan Wealth Management, LLC 330.89%1.11%1.26%Q1 2023Q3 20233
BAKER TILLY WEALTH MANAGEMENT, LLC 210.02%0.06%0.08%Q4 2022Q3 20233
Legacy Capital Group California, Inc. 330.09%0.12%0.18%Q1 2023Q3 20233
CALDWELL SUTTER CAPITAL, INC. 330.02%0.02%0.02%Q1 2023Q3 20233
Capital Asset Advisory Services LLC 330.75%1.39%2.17%Q1 2023Q3 20233
MRP Capital Investments, LLC 331.02%2.01%3.86%Q4 2022Q2 20233
Golden State Wealth Management, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Aveo Capital Partners, LLC 330.04%0.04%0.06%Q1 2023Q3 20233
Balentine LLC 210.00%0.01%0.02%Q4 2020Q3 20213
Magnus Financial Group LLC 330.10%0.13%0.15%Q1 2023Q3 20233
Pensionmark Financial Group, LLC 210.11%0.27%0.36%Q1 2022Q3 20233
Strata Wealth Advisors, LLC 210.25%0.38%0.52%Q4 2022Q3 20233
Destiny Wealth Partners, LLC 330.00%0.46%1.37%Q2 2022Q4 20223
Wealthcare Advisory Partners LLC 330.02%0.03%0.04%Q1 2023Q3 20233
Waterloo Capital, L.P. 330.27%0.38%0.50%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.01%0.07%0.20%Q4 2022Q3 20233
Wagner Wealth Management, LLC 210.00%0.00%0.01%Q2 2022Q3 20233
Robertson Stephens Wealth Management, LLC 330.20%0.26%0.35%Q1 2023Q3 20233
AllSquare Wealth Management LLC 330.67%0.70%0.73%Q1 2023Q3 20233
Laffer Tengler Investments, Inc. 330.88%1.05%1.19%Q1 2023Q3 20233
OLD MISSION CAPITAL LLC 210.04%0.08%0.14%Q3 2021Q2 20233
Journey Advisory Group, LLC 332.07%2.14%2.24%Q1 2023Q3 20233
Kiwi Wealth Investments Limited Partnership 334.54%5.02%5.79%Q1 2023Q3 20233
BENJAMIN F. EDWARDS & COMPANY, INC. 210.00%0.01%0.01%Q2 2022Q3 20233
TITLEIST CAPITAL, LLC 220.32%0.44%0.56%Q3 2022Q4 20222
MILLENNIUM MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Tillar-Wenstrup Advisors, LLC 225.08%5.67%6.25%Q3 2022Q4 20222
Belvedere Trading LLC 220.00%0.00%0.00%Q2 2023Q3 20232
WEALTHSOURCE PARTNERS, LLC 110.06%1.14%2.22%Q4 2018Q3 20232
IHT Wealth Management, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 220.04%0.05%0.05%Q2 2023Q3 20232
AFFINITY WEALTH MANAGEMENT LLC 220.05%2.17%4.29%Q4 2022Q1 20232
Beaumont Financial Partners, LLC 220.10%0.23%0.36%Q1 2020Q2 20202
LFS ASSET MANAGEMENT 222.14%2.50%2.86%Q2 2022Q3 20222
Pacific Center for Financial Services 220.04%0.08%0.13%Q2 2022Q3 20222
CreativeOne Wealth, LLC 220.02%0.06%0.10%Q2 2023Q3 20232
TCI Wealth Advisors, Inc. 220.18%0.19%0.20%Q2 2023Q3 20232
Manchester Capital Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2023Q3 20232
RESOLUTE FINANCIAL, LLC 220.30%0.32%0.33%Q3 2022Q4 20222
Lunt Capital Management, Inc. 224.31%4.82%5.34%Q2 2023Q3 20232
HRT FINANCIAL LP 220.01%0.02%0.02%Q4 2022Q1 20232
Portside Wealth Group, LLC 220.04%0.05%0.06%Q2 2023Q3 20232
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q4 2022Q3 20232
KESTRA PRIVATE WEALTH SERVICES, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Bay Harbor Wealth Management, LLC 110.00%1.12%2.24%Q1 2022Q3 20232
Cornerstone Wealth Management, LLC 220.13%0.14%0.16%Q2 2023Q3 20232
NewEdge Wealth, LLC 110.01%0.01%0.01%Q1 2023Q3 20232
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Sutton Wealth Advisors Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Inspire Investing, LLC 226.46%6.61%6.77%Q3 2022Q4 20222
Fortitude Advisory Group L.L.C. 220.01%0.02%0.02%Q4 2021Q1 20222
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 220.02%0.02%0.02%Q2 2019Q3 20192
Cerity Partners LLC 220.03%0.12%0.21%Q2 2023Q3 20232
Meridian Wealth Management, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Truadvice, LLC 220.30%0.32%0.34%Q2 2023Q3 20232
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q3 2019Q4 20222
IronBridge Private Wealth, LLC 224.90%5.40%5.89%Q2 2023Q3 20232
MKT Advisors LLC 222.36%2.44%2.53%Q2 2023Q3 20232
Beirne Wealth Consulting Services, LLC 220.76%0.87%0.98%Q3 2022Q4 20222
Inspire Advisors, LLC 224.93%5.16%5.39%Q3 2022Q4 20222
PFS Partners, LLC 222.79%3.12%3.44%Q2 2023Q3 20232
Parallel Advisors, LLC 110.00%0.00%0.00%Q4 2019Q2 20232
PANORAMIC INVESTMENT ADVISORS, LLC 111.76%2.08%2.40%Q4 2022Q3 20232
PRUDENTIAL FINANCIAL INC 220.00%0.01%0.02%Q2 2023Q3 20232
Kingsview Wealth Management, LLC 220.01%0.04%0.07%Q2 2023Q3 20232
Arden Trust Co 223.08%3.09%3.10%Q3 2023Q4 20232
NORTHERN TRUST CORP 220.00%0.00%0.00%Q2 2023Q3 20232
Fulcrum Equity Management 220.63%0.64%0.65%Q3 2022Q4 20222
Checchi Capital Advisers, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
WESCAP Management Group, Inc. 220.57%1.22%1.86%Q2 2023Q3 20232
FLPUTNAM INVESTMENT MANAGEMENT CO 220.01%0.01%0.01%Q2 2023Q3 20232
Castleview Partners, LLC 220.00%0.01%0.01%Q1 2022Q2 20222
AIRE ADVISORS, LLC 220.07%0.07%0.08%Q4 2022Q1 20232
Matisse Capital 220.16%0.23%0.30%Q3 2021Q4 20212
Worth Asset Management, LLC 220.04%0.06%0.09%Q1 2022Q2 20222
Private Ocean, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Beverly Hills Private Wealth, LLC 220.10%0.10%0.11%Q2 2023Q3 20232
Stephens Consulting, LLC 220.02%0.03%0.03%Q3 2022Q4 20222
B. Riley Wealth Advisors, Inc. 110.01%0.10%0.20%Q2 2014Q3 20232
VitalStone Financial, LLC 110.01%0.09%0.18%Q4 2022Q3 20232
GUIDANCE CAPITAL, INC 220.57%0.65%0.74%Q2 2023Q3 20232
Syntegra Private Wealth Group, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Midwest Heritage Bank, FSB 110.16%0.16%0.16%Q3 2023Q3 20231
Summit X, LLC 111.63%1.63%1.63%Q3 2023Q3 20231
Prestige Wealth Management Group LLC 111.56%1.56%1.56%Q4 2019Q4 20191
Shira Ridge Wealth Management 110.23%0.23%0.23%Q3 2023Q3 20231
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Hedges Asset Management LLC 110.16%0.16%0.16%Q4 2021Q4 20211
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
LGT Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
My Legacy Advisors, LLC 110.92%0.92%0.92%Q3 2023Q3 20231
PARK AVENUE SECURITIES LLC 111.78%1.78%1.78%Q3 2023Q3 20231
Semmax Financial Advisors Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
GRIES FINANCIAL LLC 111.54%1.54%1.54%Q3 2023Q3 20231
U.S. Capital Wealth Advisors, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
High Falls Advisors, Inc 113.73%3.73%3.73%Q3 2023Q3 20231
JB Capital LLC 112.38%2.38%2.38%Q3 2023Q3 20231
Impact Partnership Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Stone House Investment Management, LLC 117.37%7.37%7.37%Q3 2023Q3 20231
AdvisorNet Financial, Inc 110.12%0.12%0.12%Q3 2023Q3 20231
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
Scissortail Wealth Management, LLC 113.47%3.47%3.47%Q4 2022Q4 20221
Cypress Wealth Services, LLC 111.10%1.10%1.10%Q3 2023Q3 20231
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 115.86%5.86%5.86%Q3 2023Q3 20231
THRIVENT FINANCIAL FOR LUTHERANS 110.07%0.07%0.07%Q3 2023Q3 20231
Invst, LLC 110.88%0.88%0.88%Q3 2023Q3 20231
EA Series Trust 110.55%0.55%0.55%Q2 2023Q2 20231
TNF LLC 112.92%2.92%2.92%Q3 2023Q3 20231
RCS Financial Planning, LLC 110.83%0.83%0.83%Q3 2023Q3 20231
RDA Financial Network 110.10%0.10%0.10%Q3 2023Q3 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
ACUTE INVESTMENT ADVISORY, LLC 1132.47%32.47%32.47%Q3 2023Q3 20231
ONE Advisory Partners, LLC 113.54%3.54%3.54%Q3 2023Q3 20231
CFS Investment Advisory Services, LLC 111.71%1.71%1.71%Q3 2023Q3 20231
CREATIVE FINANCIAL DESIGNS INC /ADV 110.07%0.07%0.07%Q3 2023Q3 20231
KICKSTAND VENTURES, LLC. 111.92%1.92%1.92%Q3 2023Q3 20231
CLIENT 1ST ADVISORY GROUP, LLC 110.49%0.49%0.49%Q3 2023Q3 20231
Strategic Blueprint, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
Grove Bank & Trust 110.00%0.00%0.00%Q3 2023Q3 20231
Cooper Financial Group 110.29%0.29%0.29%Q3 2023Q3 20231
New Republic Capital, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
IFG Advisory, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Pallas Capital Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.63%0.63%0.63%Q2 2022Q2 20221
Horst & Graben Wealth Management LLC 113.45%3.45%3.45%Q3 2023Q3 20231
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110.59%0.59%0.59%Q3 2023Q3 20231
TrueWealth Advisors, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
SigFig Wealth Management, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Sharkey, Howes & Javer 112.34%2.34%2.34%Q3 2023Q3 20231
RHS Financial, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
Great Diamond Partners, LLC 110.38%0.38%0.38%Q4 2022Q4 20221
CHOREO, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
SUTTON PLACE INVESTORS LLC 111.04%1.04%1.04%Q3 2023Q3 20231
WealthShield Partners, LLC 110.46%0.46%0.46%Q3 2023Q3 20231
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
StoneX Group Inc. 110.09%0.09%0.09%Q1 2023Q1 20231
W.H. Cornerstone Investments Inc. 110.68%0.68%0.68%Q3 2023Q3 20231
Legacy Financial Group LLC 111.04%1.04%1.04%Q3 2023Q3 20231
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.20%0.20%0.20%Q3 2023Q3 20231
Derbend Asset Management 110.71%0.71%0.71%Q3 2023Q3 20231
Park Place Capital Corp 110.35%0.35%0.35%Q3 2023Q3 20231
SHEETS SMITH WEALTH MANAGEMENT 110.16%0.16%0.16%Q3 2023Q3 20231
Clearview Wealth Advisors LLC 111.04%1.04%1.04%Q3 2023Q3 20231
Synergy Asset Management, LLC 110.17%0.17%0.17%Q2 2022Q2 20221
Sunbelt Securities, Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
Raleigh Capital Management Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
RITHOLTZ WEALTH MANAGEMENT 110.03%0.03%0.03%Q2 2023Q2 20231
CAHILL FINANCIAL ADVISORS INC 110.46%0.46%0.46%Q3 2023Q3 20231
Arete Wealth Advisors, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
TCWP LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Western Financial Corp/CA 110.45%0.45%0.45%Q3 2023Q3 20231
Kingdom Financial Group LLC. 110.30%0.30%0.30%Q3 2023Q3 20231
Snowden Capital Advisors LLC 110.05%0.05%0.05%Q3 2023Q3 20231
TRUE Private Wealth Advisors 110.24%0.24%0.24%Q3 2023Q3 20231
AXXCESS WEALTH MANAGEMENT, LLC 111.11%1.11%1.11%Q3 2023Q3 20231
Kesler, Norman & Wride, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
DFPG INVESTMENTS, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
ORG Partners LLC 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
Simplicity Wealth,LLC 111.18%1.18%1.18%Q3 2023Q3 20231
SteelPeak Wealth, LLC 110.67%0.67%0.67%Q3 2023Q3 20231
Betterment LLC 110.02%0.02%0.02%Q3 2023Q3 20231
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Copperleaf Capital, LLC 112.05%2.05%2.05%Q3 2023Q3 20231
HCR Wealth Advisors 110.16%0.16%0.16%Q3 2023Q3 20231
Mount Yale Investment Advisors, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Brinker Capital Investments, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Cape Investment Advisory, Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
Hobart Private Capital, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Williams Financial, LLC 114.87%4.87%4.87%Q3 2023Q3 20231
Sovereign Financial Group, Inc. 110.28%0.28%0.28%Q3 2023Q3 20231
NWAM LLC 110.08%0.08%0.08%Q3 2023Q3 20231
First Heartland Consultants, Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
ShoreHaven Wealth Partners, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
THEORY FINANCIAL LLC 110.28%0.28%0.28%Q3 2023Q3 20231
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Hanlon Investment Management, Inc. 110.28%0.28%0.28%Q3 2023Q3 20231
Trek Financial, LLC 110.63%0.63%0.63%Q3 2023Q3 20231
Baird Financial Group, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Atomi Financial Group, Inc. 110.10%0.10%0.10%Q3 2023Q3 20231
EP Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Ancora Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Perennial Investment Advisors, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Stokes Family Office, LLC 111.03%1.03%1.03%Q3 2023Q3 20231
NEXT Financial Holdings 110.06%0.06%0.06%Q1 2019Q1 20191
OneDigital Investment Advisors LLC 111.07%1.07%1.07%Q3 2023Q3 20231
BOS Asset Management, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
WISCONSIN CAPITAL MANAGEMENT LLC 110.34%0.34%0.34%Q1 2023Q1 20231
Sound Income Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Aspire Private Capital, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.89%0.89%0.89%Q3 2023Q3 20231
Avidian Wealth Solutions, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Smart Money Group LLC 114.86%4.86%4.86%Q3 2023Q3 20231
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
ATTICUS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Cobblestone Asset Management LLC 113.92%3.92%3.92%Q3 2023Q3 20231
Psagot Value Holdings Ltd. / (Israel) 110.06%0.06%0.06%Q4 2022Q4 20221
Leucadia National 110.00%0.00%0.00%Q3 2023Q3 20231
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q3 2022Q3 20221
Austin Private Wealth, LLC 111.52%1.52%1.52%Q3 2023Q3 20231
Van Hulzen Asset Management, LLC 110.46%0.46%0.46%Q3 2023Q3 20231
EverSource Wealth Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Morningstar Investment Services LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Keystone Financial Services 113.15%3.15%3.15%Q3 2023Q3 20231
Mayflower Financial Advisors, LLC 110.34%0.34%0.34%Q3 2023Q3 20231
Venturi Wealth Management, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
AMERICAN NATIONAL BANK 110.05%0.05%0.05%Q3 2023Q3 20231
WESPAC Advisors, LLC 111.29%1.29%1.29%Q3 2023Q3 20231
TKG Advisors, LLC 110.27%0.27%0.27%Q1 2023Q1 20231
Pinnacle Family Advisors, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Centurion Wealth Management LLC 115.78%5.78%5.78%Q3 2023Q3 20231
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Beacon Financial Advisory LLC 110.22%0.22%0.22%Q3 2023Q3 20231
Telos Capital Management, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
Spectrum Asset Management, Inc. (NB/CA) 110.49%0.49%0.49%Q3 2023Q3 20231
Wealth Alliance 110.59%0.59%0.59%Q3 2023Q3 20231
Koshinski Asset Management, Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
FIRETHORN WEALTH PARTNERS, LLC 111.27%1.27%1.27%Q3 2023Q3 20231
Navalign, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
MARIPAU WEALTH MANAGEMENT LLC 111.37%1.37%1.37%Q3 2023Q3 20231
FFG RETIREMENT ADVISORS LLC 114.71%4.71%4.71%Q3 2023Q3 20231
ROBINSON CAPITAL MANAGEMENT, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Pettinga Financial Advisors LLC 111.10%1.10%1.10%Q3 2023Q3 20231
Fortis Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Beacon Pointe Advisors, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Concorde Asset Management, LLC 110.38%0.38%0.38%Q3 2023Q3 20231
Bison Wealth, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Veracity Capital LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Clear Creek Financial Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Renasant Bank 110.38%0.38%0.38%Q3 2023Q3 20231
DRIVE WEALTH MANAGEMENT, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Gladstone Institutional Advisory LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Hoxton Planning & Management, LLC 111.50%1.50%1.50%Q3 2023Q3 20231
VERUS CAPITAL PARTNERS, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
LMCG INVESTMENTS, LLC 110.30%0.30%0.30%Q3 2022Q3 20221
Ausdal Financial Partners, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Csenge Advisory Group 110.15%0.15%0.15%Q3 2023Q3 20231
JT Stratford LLC 110.11%0.11%0.11%Q3 2023Q3 20231
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q4 2022Q4 20221
Gateway Wealth Partners, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Certus Wealth Management, LLC 111.88%1.88%1.88%Q3 2023Q3 20231
Dentgroup LLC 110.26%0.26%0.26%Q3 2023Q3 20231
COMERICA SECURITIES,INC. 110.79%0.79%0.79%Q3 2023Q3 20231
WIN ADVISORS, INC 111.21%1.21%1.21%Q1 2023Q1 20231
Baystate Wealth Management LLC 110.02%0.02%0.02%Q3 2023Q3 20231
LexAurum Advisors, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
SouthState Corp 110.01%0.01%0.01%Q1 2023Q1 20231
One Wealth Advisors, LLC 111.71%1.71%1.71%Q3 2023Q3 20231
PAX Financial Group, LLC 111.75%1.75%1.75%Q3 2023Q3 20231
Scarborough Advisors, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
Apeiron RIA LLC 111.07%1.07%1.07%Q3 2023Q3 20231
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 117.99%7.99%7.99%Q2 2023Q2 20231
Strategic Wealth Partners, Ltd. 110.09%0.09%0.09%Q1 2023Q1 20231
Keebeck Wealth Management, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
ALTERNA WEALTH MANAGEMENT, INC 111.47%1.47%1.47%Q3 2023Q3 20231
Visionary Asset Management, Inc. 110.11%0.11%0.11%Q4 2018Q4 20181
Redwood Investment Management, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
GTS SECURITIES LLC 110.18%0.18%0.18%Q2 2023Q2 20231
Merit Financial Group, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q4 2023Q4 20231
Bellwether Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
AMERICAN INTERNATIONAL GROUP, INC. 110.01%0.01%0.01%Q4 2014Q4 20141
Commonwealth Equity Services, Inc 110.00%0.00%0.00%Q2 2017Q2 20171
Capstone Triton Financial Group, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
JACOBSON & SCHMITT ADVISORS, LLC 110.57%0.57%0.57%Q1 2023Q1 20231
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.19%0.19%0.19%Q3 2022Q3 20221
West Wealth Group, LLC 111.93%1.93%1.93%Q3 2023Q3 20231
Foundations Investment Advisors, LLC 110.56%0.56%0.56%Q3 2023Q3 20231
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Spectrum Planning & Advisory Services Inc. 110.84%0.84%0.84%Q3 2023Q3 20231
AXS Investments LLC 110.94%0.94%0.94%Q3 2023Q3 20231
Riggs Asset Managment Co. Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
WOODWARD DIVERSIFIED CAPITAL, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Aspire Wealth Management Corp 110.17%0.17%0.17%Q3 2023Q3 20231
Day & Ennis, LLC 111.46%1.46%1.46%Q3 2023Q3 20231
Institute for Wealth Management, LLC. 110.04%0.04%0.04%Q3 2023Q3 20231
W ADVISORS, LLC 110.57%0.57%0.57%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Teamwork Financial Advisors, LLC 110.38%0.38%0.38%Q4 2022Q4 20221
Yoder Wealth Management, Inc. 110.23%0.23%0.23%Q3 2023Q3 20231
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Icon Wealth Partners, LLC 111.20%1.20%1.20%Q3 2023Q3 20231
Security Financial Services, INC. 111.96%1.96%1.96%Q3 2023Q3 20231
Resurgent Financial Advisors LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Ignite Planners, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
REGIMEN WEALTH, LLC 110.48%0.48%0.48%Q3 2023Q3 20231
Tradition Wealth Management, LLC 110.30%0.30%0.30%Q3 2023Q3 20231
Stratos Wealth Advisors, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
External links

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