ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 38380.00%0.00%0.01%Q2 2014Q3 202338
MORGAN STANLEY 38380.00%0.01%0.02%Q2 2014Q3 202338
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
LPL Financial LLC 36360.00%0.03%0.33%Q4 2014Q3 202336
FRANKLIN RESOURCES INC 35350.00%0.02%0.08%Q1 2015Q3 202335
ROYAL BANK OF CANADA 35350.00%0.00%0.01%Q1 2015Q3 202335
GOLDMAN SACHS GROUP INC 35350.00%0.00%0.02%Q1 2015Q3 202335
JPMORGAN CHASE & CO 3220.00%0.00%0.01%Q1 2015Q3 202334
WELLS FARGO & COMPANY/MN 34340.00%0.00%0.00%Q2 2015Q3 202334
BlackRock Inc. 18150.00%0.01%0.03%Q1 2015Q3 202333
JANE STREET GROUP, LLC 1210.00%0.02%0.17%Q1 2014Q3 202332
FLOW TRADERS U.S. LLC 2220.01%0.32%1.44%Q2 2015Q2 202331
US BANCORP \DE\ 2810.00%0.04%0.11%Q2 2015Q3 202329
Migdal Insurance & Financial Holdings Ltd. 29290.00%0.11%0.34%Q4 2015Q4 202229
SCHRODER INVESTMENT MANAGEMENT GROUP 2810.00%0.00%0.00%Q3 2014Q1 202229
CREDIT SUISSE AG/ 2080.00%0.00%0.01%Q2 2014Q3 202228
ALLIANCEBERNSTEIN L.P. 2210.00%0.01%0.04%Q3 2014Q3 202328
BARCLAYS PLC 2620.00%0.00%0.00%Q2 2016Q3 202328
Geneos Wealth Management Inc. 2310.00%0.04%0.12%Q2 2016Q3 202328
AMERIPRISE FINANCIAL INC 1920.00%0.01%0.04%Q2 2015Q4 202226
CREDIT AGRICOLE S A 24240.00%0.03%0.13%Q4 2014Q3 202024
Clearwater Capital Advisors, LLC 24240.06%0.29%0.63%Q2 2016Q1 202224
CWM, LLC 1580.00%0.09%0.56%Q4 2017Q3 202323
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.01%Q2 2014Q3 202323
PNC FINANCIAL SERVICES GROUP, INC. 1020.00%0.00%0.00%Q1 2015Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
LFA - Lugano Financial Advisors SA 1650.24%0.79%3.98%Q2 2018Q3 202321
Bank of New York Mellon Corp 21210.00%0.00%0.00%Q3 2015Q3 202021
OLD MISSION CAPITAL LLC 610.01%0.12%0.71%Q2 2015Q3 202321
CITIGROUP INC 19190.00%0.01%0.04%Q4 2016Q2 202121
Jackson Hole Capital Partners, LLC 20200.27%0.54%0.98%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.00%0.00%0.00%Q3 2017Q2 202220
FEDERATED HERMES, INC. 20200.00%0.02%0.03%Q1 2015Q4 201920
FMR LLC 1730.00%0.00%0.00%Q3 2018Q3 202320
OPTIMUM INVESTMENT ADVISORS 19190.02%0.04%0.05%Q1 2018Q3 202219
Brinker Capital Investments, LLC 1630.00%0.11%0.25%Q2 2014Q2 201919
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1090.00%0.00%0.00%Q2 2017Q3 202319
TSFG, LLC 19190.01%0.02%0.05%Q1 2019Q3 202319
RAYMOND JAMES & ASSOCIATES 720.00%0.01%0.06%Q3 2015Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
LADENBURG THALMANN FINANCIAL SERVICES INC. 19190.00%0.00%0.00%Q2 2015Q4 201919
SCOTIA CAPITAL INC. 1030.00%0.00%0.00%Q3 2018Q3 202319
Citadel Advisors 810.00%0.00%0.00%Q3 2016Q3 202318
RITHOLTZ WEALTH MANAGEMENT 1620.01%0.09%0.86%Q4 2018Q3 202318
ADVANTAGE INVESTMENT MANAGEMENT, LLC 18180.00%0.00%0.01%Q2 2015Q3 201918
Rockefeller Capital Management L.P. 990.00%0.01%0.07%Q1 2018Q2 202318
PICTET BANK & TRUST Ltd 17170.14%0.26%0.45%Q4 2017Q4 202117
Institute for Wealth Management, LLC. 17170.03%0.12%0.37%Q4 2017Q4 202117
swisspartners Advisors Ltd 16164.10%5.55%7.21%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
ENVESTNET ASSET MANAGEMENT INC 1310.00%0.01%0.03%Q3 2014Q4 201916
PARTNERS CAPITAL INVESTMENT GROUP, LLP 1420.25%0.60%1.18%Q3 2019Q3 202316
Tower Research Capital LLC (TRC) 510.00%0.00%0.01%Q3 2016Q3 202316
HSBC HOLDINGS PLC 730.00%0.01%0.03%Q2 2016Q4 202016
M&T BANK CORP 1410.00%0.01%0.01%Q4 2015Q1 202016
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
IFP Advisors, Inc 810.00%0.01%0.04%Q4 2015Q2 202115
HighTower Advisors, LLC 810.00%0.02%0.05%Q2 2015Q2 202315
BANK OF MONTREAL /CAN/ 610.00%0.00%0.00%Q2 2015Q3 202314
Banco Santander, S.A. 13130.02%0.15%0.54%Q1 2017Q1 202013
BLAIR WILLIAM & CO/IL 1020.00%0.01%0.01%Q3 2017Q3 202312
Commonwealth Equity Services, Inc 1110.00%0.00%0.01%Q3 2014Q3 201712
DEUTSCHE BANK AG\ 810.00%0.00%0.01%Q2 2018Q3 202312
PICTET ASSET MANAGEMENT LTD 710.00%0.01%0.05%Q2 2016Q1 202112
BBVA USA Bancshares, Inc. 12120.04%0.04%0.04%Q4 2016Q3 201912
Pacifica Partners Inc. 12120.01%0.01%0.01%Q4 2019Q3 202212
Versant Capital Management, Inc 12120.18%0.29%0.79%Q1 2020Q4 202212
Tradition Wealth Management, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
D.A. DAVIDSON & CO. 1110.00%0.01%0.02%Q2 2015Q4 201912
NEXT Financial Group, Inc 830.03%0.06%0.11%Q2 2015Q1 201811
BANK HAPOALIM BM 11110.00%0.09%0.73%Q2 2015Q4 201711
Clal Insurance Enterprises Holdings Ltd 11110.00%0.96%3.07%Q4 2016Q2 201911
STIFEL FINANCIAL CORP 510.00%0.00%0.00%Q4 2016Q3 202311
SYNOVUS FINANCIAL CORP 1010.00%0.00%0.00%Q1 2017Q2 202011
Risk Paradigm Group, LLC 730.01%0.02%0.06%Q1 2015Q1 201810
PRUDENTIAL PLC 310.00%0.06%0.24%Q2 2018Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
Signature Financial Management, Inc. 10104.66%7.03%8.91%Q3 2016Q4 201810
Allworth Financial LP 10100.00%0.00%0.00%Q3 2020Q4 202210
Private Advisor Group, LLC 510.00%0.03%0.07%Q4 2014Q3 20239
SIGNATUREFD, LLC 990.02%0.04%0.08%Q4 2016Q4 20189
Manifold Partners, LLC 542.44%3.61%6.82%Q4 2014Q3 20179
BARINGS LLC 510.00%0.06%0.15%Q4 2017Q4 20219
RED CEDAR INVESTMENT MANAGEMENT, LLC 992.56%3.46%4.91%Q4 2020Q4 20229
Raymond James Financial Services Advisors, Inc. 420.00%0.00%0.01%Q4 2016Q3 20239
WHITTIER TRUST CO OF NEVADA INC 990.00%0.00%0.00%Q3 2021Q3 20239
LEO BROKERAGE, LLC 520.04%0.10%0.21%Q3 2020Q2 20239
FDx Advisors, Inc. 510.01%0.04%0.11%Q4 2014Q1 20189
GLENMEDE TRUST CO NA 610.00%0.00%0.00%Q4 2017Q3 20229
Advisor Group, Inc. 520.00%0.00%0.00%Q4 2016Q4 20199
CIBC WORLD MARKET INC. 720.00%0.00%0.01%Q1 2018Q3 20239
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 990.03%0.04%0.07%Q4 2019Q4 20219
CIBC Private Wealth Group, LLC 990.00%0.00%0.01%Q1 2016Q1 20189
MAKENA CAPITAL MANAGEMENT LLC 990.34%0.46%0.72%Q2 2015Q2 20179
SUMITOMO MITSUI FINANCIAL GROUP, INC. 880.02%0.03%0.06%Q1 2017Q4 20188
MML INVESTORS SERVICES, LLC 710.00%0.02%0.06%Q2 2017Q3 20228
Bank Julius Baer & Co. Ltd, Zurich 880.00%0.00%0.01%Q1 2020Q4 20218
Merriman Wealth Management, LLC 610.26%0.72%3.33%Q4 2015Q3 20188
BlackRock Investment Management, LLC 880.00%0.01%0.06%Q1 2015Q4 20168
MSI Financial Services Inc 880.00%0.00%0.01%Q1 2015Q4 20168
TD Waterhouse Canada Inc. 880.00%0.03%0.06%Q4 2021Q3 20238
Compagnie Lombard Odier SCmA 880.00%0.06%0.14%Q4 2015Q3 20178
Humankind Investments LLC 770.80%1.15%1.61%Q1 2022Q3 20237
STEEL GROVE CAPITAL ADVISORS, LLC 430.11%0.93%3.18%Q4 2015Q3 20177
Argentus Capital Management, LLC 610.00%0.03%0.07%Q4 2014Q3 20167
4Thought Financial Group Inc. 520.02%0.04%0.08%Q1 2021Q3 20237
NATIONAL PLANNING CORP 770.02%0.04%0.06%Q1 2015Q3 20167
CITY HOLDING CO 770.01%0.01%0.02%Q3 2021Q1 20237
Virtu KCG Holdings LLC 210.00%0.01%0.02%Q2 2014Q4 20166
Bellecapital International Ltd. 660.49%0.76%1.07%Q1 2017Q2 20186
Stratos Wealth Partners, LTD. 210.00%0.04%0.08%Q4 2014Q3 20186
AMG National Trust Bank 660.15%0.25%0.34%Q2 2015Q3 20166
Virtu Financial LLC 310.03%0.16%0.57%Q1 2015Q3 20196
Sierra Capital LLC 660.12%0.17%0.32%Q1 2021Q2 20226
Ayalon Insurance Comp Ltd. 660.10%0.11%0.12%Q3 2015Q4 20166
First Allied Advisory Services, Inc. 510.03%0.05%0.08%Q4 2014Q1 20176
Qube Research & Technologies Ltd 510.00%0.00%0.00%Q1 2020Q1 20236
BANQUE PICTET & CIE SA 420.01%0.03%0.10%Q2 2015Q4 20176
PRUDENTIAL FINANCIAL INC 310.00%0.00%0.01%Q3 2015Q4 20196
Kore Private Wealth LLC 320.00%0.01%0.02%Q4 2018Q2 20205
Drexel Morgan & Co. 550.32%0.34%0.43%Q1 2017Q1 20185
CIBC BANK USA 550.04%1.93%3.56%Q2 2015Q2 20165
Morningstar Investment Services LLC 410.00%0.00%0.01%Q4 2018Q1 20205
Cutler Group LLC / CA 410.00%0.00%0.01%Q4 2015Q1 20175
EDMOND DE ROTHSCHILD HOLDING S.A. 550.00%0.01%0.01%Q2 2015Q2 20165
BOKF, NA 320.01%0.02%0.06%Q1 2015Q4 20175
1832 Asset Management L.P. 550.01%0.01%0.01%Q1 2017Q1 20185
Advisory Services Network, LLC 550.00%0.01%0.01%Q4 2017Q4 20185
SG Americas Securities, LLC 210.00%0.01%0.02%Q2 2015Q1 20175
Paradigm Financial Advisors, LLC 550.19%0.40%0.58%Q1 2015Q1 20165
Donald L. Hagan, LLC 310.00%0.94%2.15%Q3 2015Q1 20185
BLACKROCK ADVISORS LLC 550.00%0.03%0.09%Q2 2015Q2 20165
BTC Capital Management, Inc. 440.10%0.18%0.21%Q2 2015Q1 20164
New Republic Capital, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
MARSHALL WACE, LLP 220.00%0.00%0.00%Q2 2021Q1 20234
XPONANCE, INC. 220.03%1.55%3.89%Q1 2016Q1 20174
NEW YORK STATE COMMON RETIREMENT FUND 220.00%0.01%0.02%Q1 2016Q1 20174
Grove Bank & Trust 440.00%0.00%0.00%Q4 2015Q3 20164
Capital Advisors, Ltd. LLC 440.02%0.02%0.02%Q2 2015Q1 20164
SIMON QUICK ADVISORS, LLC 442.50%3.15%3.69%Q1 2017Q4 20174
WFG Advisors, LP 440.00%0.03%0.06%Q2 2015Q1 20164
Arkadios Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
REGIONS FINANCIAL CORP 440.00%0.00%0.00%Q1 2018Q4 20184
Sage Mountain Advisors LLC 310.00%0.01%0.01%Q4 2021Q2 20234
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 440.00%0.00%0.00%Q2 2017Q1 20184
JANUS HENDERSON GROUP PLC 440.00%0.00%0.00%Q4 2017Q3 20184
FIRST TRUST ADVISORS LP 440.00%0.00%0.00%Q1 2015Q4 20154
Edmond de Rothschild (Europe) 440.04%0.11%0.14%Q2 2015Q1 20164
Monument Capital Management 440.04%1.29%2.63%Q4 2017Q3 20184
OVERSEA-CHINESE BANKING Corp Ltd 440.08%0.09%0.10%Q4 2022Q3 20234
US FINANCIAL ADVISORS, LLC 210.06%0.07%0.09%Q4 2014Q4 20153
Almanack Investment Partners, LLC. 331.55%2.05%2.83%Q4 2016Q2 20173
Lehman Financial Resources, Inc. 330.00%0.00%0.00%Q1 2015Q3 20153
RiverFront Investment Group, LLC 210.60%1.45%2.36%Q1 2016Q1 20173
BANK OF NOVA SCOTIA 330.00%0.00%0.01%Q1 2018Q3 20183
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Ruggie Capital Group 330.00%0.00%0.01%Q2 2018Q4 20183
Cetera Advisor Networks LLC 210.01%0.02%0.02%Q3 2015Q3 20163
BROWN BROTHERS HARRIMAN & CO 330.00%0.00%0.00%Q3 2018Q1 20193
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q4 2016Q4 20173
COMMONWEALTH EQUITY SERVICES, LLC 210.00%0.00%0.00%Q4 2017Q3 20183
First Heartland Consultants, Inc. 220.20%0.21%0.21%Q4 2016Q1 20172
BARING ASSET MANAGEMENT Ltd 220.01%0.03%0.04%Q2 2017Q3 20172
Fieldpoint Private Securities, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
CKW FINANCIAL GROUP 220.01%0.04%0.06%Q3 2015Q4 20152
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q4 2018Q3 20232
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q2 2023Q3 20232
Stratos Wealth Advisors, LLC 220.02%0.11%0.19%Q4 2021Q1 20222
BB&T SECURITIES, LLC 110.02%0.05%0.07%Q1 2016Q1 20172
COMERICA BANK 110.00%0.00%0.00%Q3 2021Q3 20232
Advocacy Wealth Management Services, LLC 220.00%0.00%0.01%Q4 2016Q1 20172
Cordasco Financial Network 220.02%0.02%0.02%Q4 2018Q1 20192
Creative Planning 110.00%0.00%0.00%Q1 2016Q1 20172
Financial Management Professionals, Inc. 110.03%0.99%1.95%Q3 2022Q3 20232
American Financial Network Advisory Services LLC 220.01%0.01%0.02%Q3 2017Q4 20172
RFG Advisory, LLC 110.08%0.37%0.66%Q2 2015Q3 20182
Destination Wealth Management 110.00%0.00%0.01%Q1 2018Q3 20182
Mirae Asset Global Investments Co., Ltd. 220.02%0.03%0.04%Q2 2018Q3 20182
Evolution Wealth Advisors, LLC 110.05%0.20%0.36%Q4 2018Q1 20202
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
BALDWIN BROTHERS LLC/MA 220.00%0.00%0.00%Q1 2022Q2 20222
PICTET ASSET MANAGEMENT SA 220.00%0.00%0.00%Q3 2021Q4 20212
LAKE STREET ADVISORS GROUP, LLC 220.06%0.08%0.10%Q2 2023Q3 20232
Janney Montgomery Scott LLC 220.06%0.07%0.09%Q4 2016Q1 20172
NORTHERN TRUST CORP 220.00%0.00%0.00%Q4 2016Q1 20172
Contour Asset Management LLC 113.27%4.00%4.72%Q4 2014Q4 20162
J.Safra Asset Management Corp 220.44%0.62%0.80%Q3 2016Q4 20162
ROCKEFELLER FINANCIAL SERVICES INC 220.00%0.00%0.00%Q3 2017Q4 20172
OLD MISSION CAPITAL, LLC 110.03%0.05%0.07%Q4 2016Q4 20202
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Somerset Trust Co 220.18%0.19%0.20%Q3 2023Q4 20232
SIGNET FINANCIAL MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
BB&T INVESTMENT SERVICES, INC. 220.02%0.02%0.02%Q4 2016Q1 20172
Prospera Financial Services Inc 220.00%0.00%0.00%Q1 2022Q2 20222
BENJAMIN F. EDWARDS & COMPANY, INC. 220.00%0.01%0.01%Q2 2015Q3 20152
Hudock, Inc. 220.01%0.01%0.01%Q4 2016Q1 20172
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 220.20%0.20%0.20%Q2 2022Q3 20222
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.06%0.09%0.11%Q2 2018Q3 20212
Karpus Management, Inc. 220.69%0.72%0.74%Q2 2016Q3 20162
Wealthspire Advisors, L.P. 220.00%0.00%0.00%Q4 2018Q1 20192
Cougar Global Investments Ltd 110.01%2.43%4.84%Q1 2016Q1 20172
NATIXIS ADVISORS, L.P. 110.01%0.01%0.01%Q2 2015Q4 20152
Meridian Wealth Management, LLC 220.18%0.19%0.20%Q3 2018Q4 20182
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 220.24%0.27%0.30%Q4 2015Q1 20162
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
WOLVERINE ASSET MANAGEMENT LLC 110.03%0.03%0.03%Q4 2015Q4 20151
Allianz Asset Management GmbH 110.00%0.00%0.00%Q3 2018Q3 20181
American Portfolios Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
FNY Managed Accounts LLC 110.15%0.15%0.15%Q1 2017Q1 20171
Regal Investment Advisors LLC 110.01%0.01%0.01%Q3 2015Q3 20151
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q2 2015Q2 20151
Assured Investment Management LLC 112.55%2.55%2.55%Q4 2017Q4 20171
Cable Hill Partners, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
SILVER OAK SECURITIES, INCORPORATED 110.16%0.16%0.16%Q2 2023Q2 20231
Mandatum Life Insurance Co Ltd 110.02%0.02%0.02%Q4 2015Q4 20151
PACIFIC FINANCIAL GROUP INC 110.01%0.01%0.01%Q3 2015Q3 20151
EFG Asset Management (Americas) Corp. 110.06%0.06%0.06%Q3 2016Q3 20161
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Waverly Advisors, LLC 110.02%0.02%0.02%Q3 2015Q3 20151
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Penserra Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Ballentine Partners, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
UBS AG 110.00%0.00%0.00%Q3 2014Q3 20141
Jaffetilchin Investment Partners, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Visionary Asset Management, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
Kerntke Otto McGlone Wealth Management Group 110.02%0.02%0.02%Q4 2022Q4 20221
GSA CAPITAL PARTNERS LLP 110.04%0.04%0.04%Q2 2023Q2 20231
Sowell Financial Services LLC 110.02%0.02%0.02%Q4 2016Q4 20161
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Forefront Analytics, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Edge Wealth Management LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Marketfield Asset Management LLC 113.84%3.84%3.84%Q4 2020Q4 20201
MILLENNIUM MANAGEMENT LLC 110.01%0.01%0.01%Q4 2017Q4 20171
ETRADE Capital Management LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Asset Dedication, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
WESTPORT RESOURCES MANAGEMENT INC 110.02%0.02%0.02%Q2 2015Q2 20151
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2016Q4 20161
Phoenix Holdings Ltd. 110.02%0.02%0.02%Q1 2021Q1 20211
Itau Unibanco Holding S.A. 110.01%0.01%0.01%Q2 2022Q2 20221
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
Bellwether Investment Group, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Glovista Investments LLC 110.04%0.04%0.04%Q4 2015Q4 20151
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q3 2018Q3 20181
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
BRINKER CAPITAL INC 110.02%0.02%0.02%Q4 2014Q4 20141
Blackhawk Capital Partners LLC. 110.01%0.01%0.01%Q4 2017Q4 20171
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
RPg Family Wealth Advisory, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
HRT FINANCIAL LP 110.15%0.15%0.15%Q3 2018Q3 20181
Litman Gregory Wealth Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Trek Financial, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Capital Square, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Global Retirement Partners, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Kestra Advisory Services, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Koshinski Asset Management, Inc. 110.17%0.17%0.17%Q2 2015Q2 20151
Granite Investment Partners, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Graypoint LLC 110.05%0.05%0.05%Q3 2021Q3 20211
Portfolio Strategies Inc 110.05%0.05%0.05%Q1 2017Q1 20171
Passport Capital, LLC 1114.31%14.31%14.31%Q3 2018Q3 20181
KWMG, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
GPS Wealth Strategies Group, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
BESSEMER GROUP INC 110.00%0.00%0.00%Q4 2017Q4 20171
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Country Club Trust Company, n.a. 110.10%0.10%0.10%Q4 2017Q4 20171
Harel Insurance Investments & Financial Services Ltd. 110.00%0.00%0.00%Q1 2016Q1 20161
Bank Pictet & Cie (Europe) AG 110.11%0.11%0.11%Q1 2017Q1 20171
Confluence Wealth Management LLC 110.10%0.10%0.10%Q1 2016Q1 20161
Gryphon Financial Partners LLC 110.01%0.01%0.01%Q4 2017Q4 20171
CUMBERLAND ADVISORS INC 110.04%0.04%0.04%Q2 2016Q2 20161
Stonegate Investment Group, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Harvest Fund Management Co., Ltd 110.14%0.14%0.14%Q4 2017Q4 20171
AXA S.A. 110.01%0.01%0.01%Q2 2017Q2 20171
Clear Harbor Asset Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
DIMENSION CAPITAL MANAGEMENT LLC 110.09%0.09%0.09%Q1 2021Q1 20211
BROWN ADVISORY INC 110.07%0.07%0.07%Q1 2019Q1 20191
LAZARD ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q4 2014Q4 20141
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 113.12%3.12%3.12%Q4 2015Q4 20151
EDMOND DE ROTHSCHILD (SUISSE) S.A. 110.02%0.02%0.02%Q2 2016Q2 20161
External links

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