ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 10100.00%0.00%0.00%Q2 2015Q3 201710
BANK OF AMERICA CORP /DE/ 10100.00%0.00%0.00%Q2 2015Q3 201710
UBS Group AG 10100.00%0.00%0.00%Q2 2015Q3 201710
MORGAN STANLEY 990.00%0.00%0.00%Q3 2015Q3 20179
Bank of New York Mellon Corp 710.00%0.00%0.00%Q3 2015Q3 20178
Proficio Capital Partners LLC 880.02%0.04%0.06%Q4 2015Q3 20178
Mariner, LLC 710.01%0.01%0.02%Q3 2015Q3 20178
UNITED CAPITAL FINANCIAL ADVISORS, LLC 880.10%0.10%0.11%Q4 2015Q3 20178
Private Advisor Group, LLC 770.04%0.11%0.16%Q1 2016Q3 20177
LADENBURG THALMANN FINANCIAL SERVICES INC. 770.00%0.00%0.01%Q1 2016Q3 20177
Raymond James Financial Services Advisors, Inc. 770.01%0.01%0.02%Q1 2016Q3 20177
Commonwealth Equity Services, Inc 770.00%0.01%0.01%Q1 2016Q3 20177
Brookstone Capital Management 770.06%0.11%0.16%Q1 2016Q3 20177
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.01%Q3 2015Q3 20177
BUTENSKY & COHEN FINANCIAL SECURITY, INC 770.00%0.00%0.00%Q4 2015Q2 20177
COURIER CAPITAL LLC 770.04%0.06%0.06%Q1 2016Q3 20177
Whitegate Investment Counselors, Inc. 610.06%0.07%0.08%Q1 2014Q3 20177
JANE STREET GROUP, LLC 510.00%0.01%0.04%Q1 2016Q3 20176
Integrated Wealth Management 660.02%0.05%0.09%Q4 2015Q1 20176
LPL Financial LLC 660.00%0.01%0.02%Q2 2016Q3 20176
US BANCORP \DE\ 660.00%0.00%0.01%Q2 2016Q3 20176
TELEMUS CAPITAL, LLC 660.22%0.32%0.47%Q2 2016Q3 20176
AMERIPRISE FINANCIAL INC 660.00%0.00%0.00%Q2 2016Q3 20176
Wolf Group Capital Advisors 550.16%0.19%0.24%Q3 2016Q3 20175
D.A. DAVIDSON & CO. 550.00%0.00%0.00%Q2 2016Q2 20175
Virtu KCG Holdings LLC 320.02%0.02%0.03%Q4 2015Q2 20175
BlackRock Investment Management, LLC 550.00%0.00%0.00%Q4 2015Q4 20165
MSI Financial Services Inc 440.00%0.00%0.00%Q1 2016Q4 20164
WELLS FARGO & COMPANY/MN 440.00%0.00%0.00%Q4 2016Q3 20174
ENVESTNET ASSET MANAGEMENT INC 440.04%0.04%0.04%Q4 2015Q3 20164
Sowell Financial Services LLC 440.10%0.23%0.28%Q4 2016Q3 20174
MV CAPITAL MANAGEMENT, INC. 440.03%0.98%1.49%Q4 2016Q3 20174
Citadel Advisors 310.00%0.00%0.00%Q4 2015Q2 20174
Guidant Wealth Advisors 440.04%0.04%0.05%Q3 2016Q2 20174
Patriot Financial Group Insurance Agency, LLC 440.57%0.63%0.75%Q4 2016Q3 20174
GREAT LAKES ADVISORS, LLC 440.01%0.01%0.01%Q4 2016Q3 20174
IFP Advisors, Inc 440.01%0.01%0.01%Q4 2016Q3 20174
Baird Financial Group, Inc. 440.01%0.01%0.01%Q4 2016Q3 20174
AMERICAN INTERNATIONAL GROUP, INC. 440.00%0.00%0.00%Q2 2015Q1 20164
VICUS CAPITAL 440.12%0.25%0.31%Q4 2016Q3 20174
Advisory Services Network, LLC 330.00%0.01%0.01%Q1 2017Q3 20173
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 330.02%0.02%0.03%Q1 2017Q3 20173
RAYMOND JAMES & ASSOCIATES 330.00%0.00%0.00%Q1 2017Q3 20173
Stratos Wealth Partners, LTD. 330.01%0.01%0.02%Q1 2017Q3 20173
Freedom Investment Management, Inc. 330.08%0.08%0.08%Q4 2016Q2 20173
BlackRock Inc. 330.00%0.00%0.00%Q1 2017Q3 20173
RITHOLTZ WEALTH MANAGEMENT 210.28%0.34%0.38%Q4 2016Q3 20173
Perigon Wealth Management, LLC 330.00%0.00%0.01%Q2 2016Q4 20163
Advisor Group, Inc. 330.00%0.00%0.00%Q1 2017Q3 20173
Exchange Capital Management, Inc. 220.01%0.01%0.01%Q2 2017Q3 20172
FOSTER & MOTLEY INC 220.13%0.13%0.13%Q3 2016Q4 20162
FIFTH THIRD BANCORP 220.00%0.00%0.00%Q2 2017Q3 20172
Lenox Wealth Management, Inc. 220.50%0.51%0.52%Q2 2017Q3 20172
CREATIVE FINANCIAL DESIGNS INC /ADV 220.00%0.00%0.00%Q1 2017Q2 20172
WOLVERINE TRADING, LLC 220.00%0.01%0.01%Q2 2017Q3 20172
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q3 2016Q3 20161
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2017Q2 20171
Archford Capital Strategies, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Glenview Trust Co 110.03%0.03%0.03%Q1 2017Q1 20171
Pinnacle Bancorp, Inc. 110.02%0.02%0.02%Q1 2017Q1 20171
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
External links

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