ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
IFP Advisors, Inc 1410.00%0.02%0.07%Q4 2015Q2 202121
BANK OF AMERICA CORP /DE/ 18180.00%0.00%0.01%Q2 2015Q3 201918
ROYAL BANK OF CANADA 18180.00%0.00%0.00%Q2 2015Q3 201918
UBS Group AG 18180.00%0.01%0.02%Q2 2015Q3 201918
MORGAN STANLEY 17170.00%0.00%0.01%Q3 2015Q3 201917
Mariner, LLC 17170.01%0.05%0.08%Q3 2015Q3 201917
Day & Ennis, LLC 16161.07%1.77%2.62%Q4 2015Q3 201916
CORDA Investment Management, LLC. 16160.46%1.56%2.21%Q4 2015Q3 201916
UNITED CAPITAL FINANCIAL ADVISORS, LLC 16160.03%0.08%0.11%Q4 2015Q3 201916
Raymond James Financial Services Advisors, Inc. 15150.01%0.02%0.03%Q1 2016Q3 201915
Private Advisor Group, LLC 15150.03%0.11%0.19%Q1 2016Q3 201915
RAYMOND JAMES & ASSOCIATES 15150.00%0.01%0.02%Q1 2016Q3 201915
LADENBURG THALMANN FINANCIAL SERVICES INC. 15150.00%0.00%0.01%Q1 2016Q3 201915
LPL Financial LLC 15150.00%0.02%0.04%Q1 2016Q3 201915
COURIER CAPITAL LLC 15150.05%0.07%0.09%Q1 2016Q3 201915
Brookstone Capital Management 15150.02%0.16%0.49%Q1 2016Q3 201915
Proficio Capital Partners LLC 14140.02%0.03%0.06%Q4 2015Q1 201914
Advisor Group, Inc. 14140.00%0.00%0.01%Q2 2016Q3 201914
JANE STREET GROUP, LLC 1130.00%0.01%0.01%Q1 2016Q3 201914
AMERIPRISE FINANCIAL INC 14140.00%0.00%0.01%Q2 2016Q3 201914
US BANCORP \DE\ 14140.00%0.05%0.09%Q2 2016Q3 201914
Whitegate Investment Counselors, Inc. 910.04%0.05%0.06%Q1 2014Q3 201914
Baird Financial Group, Inc. 13130.00%0.01%0.01%Q2 2016Q2 201913
HighTower Advisors, LLC 1030.05%0.07%0.12%Q2 2016Q3 201913
Clear Harbor Asset Management, LLC 13130.14%0.21%0.26%Q3 2016Q3 201913
WELLS FARGO & COMPANY/MN 12120.00%0.00%0.01%Q4 2016Q3 201912
Parallel Advisors, LLC 12120.00%0.01%0.02%Q4 2016Q3 201912
Freedom Investment Management, Inc. 12120.06%0.22%0.97%Q4 2016Q3 201912
VALLEY NATIONAL ADVISERS INC 12120.01%0.02%0.04%Q4 2016Q3 201912
D.A. DAVIDSON & CO. 750.00%0.00%0.01%Q2 2016Q3 201912
BOSTON ADVISORS LLC 12120.01%0.02%0.04%Q1 2016Q4 201812
Stratos Wealth Partners, LTD. 12120.02%0.18%0.40%Q4 2016Q3 201912
Roble, Belko & Company, Inc 12120.07%0.10%0.13%Q4 2016Q3 201912
MV CAPITAL MANAGEMENT, INC. 12120.03%1.83%3.11%Q4 2016Q3 201912
AlphaMark Advisors, LLC 12120.02%0.90%2.14%Q4 2016Q3 201912
Valeo Financial Advisors, LLC 11110.02%0.03%0.04%Q3 2017Q1 202011
BB&T SECURITIES, LLC 11110.03%0.14%0.20%Q1 2017Q3 201911
TRUST CO OF VIRGINIA /VA 11110.04%0.08%0.13%Q4 2016Q2 201911
RITHOLTZ WEALTH MANAGEMENT 1010.22%0.27%0.38%Q4 2016Q3 201911
BlackRock Inc. 11110.00%0.00%0.00%Q1 2017Q3 201911
VICUS CAPITAL 11110.05%0.06%0.09%Q1 2017Q3 201911
BAINCO INTERNATIONAL INVESTORS 11110.30%0.35%0.41%Q1 2017Q3 201911
LEAVELL INVESTMENT MANAGEMENT, INC. 10100.16%0.35%0.47%Q2 2017Q3 201910
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 10100.02%0.02%0.03%Q2 2017Q3 201910
Exchange Capital Management, Inc. 10100.02%0.27%0.38%Q2 2017Q3 201910
MCF Advisors LLC 10100.00%0.14%0.23%Q2 2017Q3 201910
CAPITAL ADVISORS INC/OK 10100.01%0.02%0.02%Q2 2017Q3 201910
WOLVERINE TRADING, LLC 730.00%0.00%0.01%Q3 2016Q3 201910
Timber Creek Capital Management LLC 10100.15%0.52%0.66%Q2 2017Q3 201910
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q3 2015Q3 201910
Archford Capital Strategies, LLC 720.00%0.12%0.24%Q4 2016Q3 20199
GREAT LAKES ADVISORS, LLC 990.01%0.02%0.02%Q2 2016Q2 20189
CAPTRUST FINANCIAL ADVISORS 990.00%0.00%0.00%Q3 2017Q3 20199
Advisory Services Network, LLC 990.00%0.00%0.01%Q3 2017Q3 20199
LYELL WEALTH MANAGEMENT, LP 990.18%0.21%0.26%Q3 2017Q3 20199
ENVESTNET ASSET MANAGEMENT INC 540.01%0.02%0.04%Q4 2015Q3 20199
Gradient Investments LLC 990.00%0.02%0.04%Q3 2017Q3 20199
Fragasso Group Inc. 991.48%2.22%2.71%Q3 2017Q3 20199
Guidant Wealth Advisors 441.22%2.34%2.76%Q3 2016Q3 20198
Virtu KCG Holdings LLC 880.01%0.03%0.08%Q2 2015Q1 20178
AdvisorNet Financial, Inc 880.01%0.01%0.02%Q4 2017Q3 20198
COMMONWEALTH EQUITY SERVICES, LLC 880.01%0.01%0.01%Q4 2017Q3 20198
NewEdge Advisors, LLC 710.00%0.37%0.60%Q2 2017Q3 20198
Matthew Goff Investment Advisor, LLC 530.24%0.28%0.32%Q3 2017Q3 20198
AFT, FORSYTH & COMPANY, INC. 880.24%0.52%0.63%Q4 2017Q3 20198
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 880.03%0.06%0.09%Q4 2017Q3 20198
CENTRAL TRUST Co 880.02%0.03%0.04%Q4 2017Q3 20198
BURNEY CO/ 880.01%0.01%0.02%Q3 2017Q2 20198
BerganKDV Wealth Management, LLC 880.05%0.13%0.15%Q4 2017Q3 20198
Trust Co 880.00%0.99%2.08%Q3 2016Q2 20188
PNC FINANCIAL SERVICES GROUP, INC. 880.00%0.00%0.00%Q4 2017Q3 20198
Private Capital Group, LLC 880.03%0.03%0.04%Q4 2017Q3 20198
Bridgeworth, LLC 770.10%0.14%0.19%Q1 2018Q3 20197
STIFEL FINANCIAL CORP 770.00%0.01%0.01%Q1 2018Q3 20197
American Portfolios Advisors 770.05%0.07%0.08%Q1 2018Q3 20197
Sowell Financial Services LLC 610.01%0.13%0.28%Q4 2016Q3 20197
First Fiduciary Investment Counsel, Inc. 770.07%0.09%0.12%Q1 2018Q3 20197
BALDWIN BROTHERS LLC/MA 770.01%0.01%0.01%Q1 2018Q3 20197
OPTIMUM INVESTMENT ADVISORS 770.00%0.01%0.02%Q1 2018Q3 20197
Chesley Taft & Associates LLC 770.02%0.03%0.04%Q1 2018Q3 20197
Sound Income Strategies, LLC 770.00%0.02%0.05%Q1 2018Q3 20197
Tillar-Wenstrup Advisors, LLC 773.92%4.16%4.79%Q1 2018Q3 20197
Commonwealth Equity Services, Inc 770.00%0.01%0.01%Q1 2016Q3 20177
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 770.01%0.02%0.03%Q1 2018Q3 20197
Bank of New York Mellon Corp 310.00%0.00%0.00%Q2 2016Q3 20197
Cypress Wealth Services, LLC 770.08%0.10%0.12%Q4 2017Q2 20197
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 770.00%0.00%0.00%Q3 2018Q1 20207
TLWM 774.06%4.48%5.04%Q1 2018Q3 20197
MANUFACTURERS LIFE INSURANCE COMPANY, THE 770.00%0.00%0.00%Q1 2017Q3 20187
Integrated Wealth Management 660.02%0.05%0.09%Q4 2015Q1 20176
Ancora Advisors LLC 660.03%0.03%0.04%Q3 2017Q4 20186
Citadel Advisors 310.00%0.00%0.00%Q3 2016Q3 20196
Financial Gravity Asset Management, Inc. 330.07%0.42%1.01%Q1 2018Q3 20196
Patriot Financial Group Insurance Agency, LLC 660.45%0.57%0.74%Q4 2016Q1 20186
Fieldpoint Private Securities, LLC 660.35%0.43%0.50%Q2 2018Q3 20196
SMITH, MOORE & CO. 660.05%0.06%0.06%Q2 2018Q3 20196
Lenox Wealth Management, Inc. 660.23%0.44%0.52%Q2 2017Q3 20186
Sandy Spring Bank 660.02%0.08%0.12%Q2 2018Q3 20196
Geneva Partners, LLC 510.21%0.67%0.87%Q2 2016Q3 20186
BUTENSKY & COHEN FINANCIAL SECURITY, INC 660.00%0.01%0.03%Q1 2016Q2 20176
BlackRock Investment Management, LLC 550.00%0.00%0.00%Q4 2015Q4 20165
Madden Advisory Services, Inc. 550.30%0.33%0.39%Q3 2018Q3 20195
MADISON INVESTMENT HOLDINGS INC 550.01%0.01%0.02%Q3 2017Q3 20185
BENJAMIN F. EDWARDS & COMPANY, INC. 550.01%0.26%0.36%Q3 2018Q3 20195
Destination Wealth Management 550.01%0.01%0.01%Q1 2018Q1 20195
Pinnacle Bancorp, Inc. 410.04%0.04%0.05%Q1 2017Q3 20195
Capital Investment Advisors, LLC 550.02%0.02%0.02%Q3 2018Q3 20195
Leicht Financial Planning & Wealth Management, Inc. 550.22%2.64%4.53%Q2 2018Q2 20195
SIGMA INVESTMENT COUNSELORS INC 550.03%0.72%0.92%Q3 2018Q3 20195
Jacobi Capital Management LLC 550.02%0.03%0.03%Q2 2018Q2 20195
Patten Group, Inc. 550.05%0.05%0.05%Q2 2017Q2 20185
Princeton Global Asset Management LLC 440.17%0.26%0.42%Q4 2018Q3 20194
Beacon Pointe Advisors, LLC 440.56%0.73%0.85%Q4 2018Q3 20194
Crabel Capital Management, LLC 440.10%0.18%0.24%Q3 2018Q2 20194
SUNTRUST BANKS INC 440.00%0.00%0.01%Q4 2018Q3 20194
ALTERNA WEALTH MANAGEMENT, INC 440.22%1.47%2.17%Q4 2018Q3 20194
Rehmann Capital Advisory Group 220.02%0.04%0.05%Q2 2018Q2 20194
One Capital Management, LLC 440.09%0.12%0.18%Q1 2018Q4 20184
MSI Financial Services Inc 440.00%0.00%0.00%Q1 2016Q4 20164
BRANDYWINE OAK PRIVATE WEALTH LLC 440.08%2.14%2.93%Q4 2018Q3 20194
Guidance Point Advisors, LLC 440.90%0.95%1.03%Q4 2018Q3 20194
AMERICAN INTERNATIONAL GROUP, INC. 440.00%0.00%0.00%Q2 2015Q1 20164
Creative Planning 440.00%0.00%0.00%Q3 2016Q2 20174
Paulson Wealth Management Inc. 440.53%0.63%0.73%Q4 2017Q3 20184
Beacon Pointe Wealth Advisors, LLC 440.38%0.42%0.51%Q4 2018Q3 20194
Wolf Group Capital Advisors 440.20%0.24%0.28%Q4 2018Q3 20194
JOHNSON INVESTMENT COUNSEL INC 440.02%0.02%0.02%Q1 2017Q4 20174
WealthTrust Fairport, LLC 440.00%0.02%0.03%Q2 2018Q1 20194
Vivaldi Capital Management LP 440.24%0.77%1.54%Q4 2018Q3 20194
Northstar Group, Inc. 440.51%0.60%0.64%Q4 2018Q3 20194
Laurel Wealth Advisors LLC 440.32%0.34%0.38%Q4 2018Q3 20194
Carnegie Capital Asset Management, LLC 440.02%0.02%0.02%Q4 2018Q3 20194
Asset Dedication, LLC 440.02%0.64%1.06%Q4 2018Q3 20194
First Allied Advisory Services, Inc. 110.00%0.00%0.01%Q4 2017Q3 20193
Cambridge Investment Research Advisors, Inc. 210.00%0.01%0.01%Q2 2017Q3 20193
WRAPMANAGER INC 330.14%0.44%0.65%Q1 2018Q3 20183
Claret Asset Management Corp 330.06%0.06%0.06%Q1 2019Q3 20193
CITIGROUP INC 330.00%0.00%0.00%Q1 2019Q3 20193
Perigon Wealth Management, LLC 330.00%0.00%0.01%Q2 2016Q4 20163
RVW Wealth, LLC 331.57%1.96%2.27%Q1 2019Q3 20193
Financial Gravity Companies, Inc. 210.08%0.09%0.10%Q4 2017Q4 20183
SEI INVESTMENTS CO 210.00%0.00%0.00%Q2 2017Q2 20183
CWM, LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Simplicity Solutions, LLC 330.02%0.02%0.02%Q1 2019Q3 20193
Bluefin Trading, LLC 110.03%0.08%0.18%Q1 2017Q1 20193
MA Private Wealth 330.07%0.10%0.12%Q4 2018Q2 20193
BENJAMIN EDWARDS INC 330.14%0.20%0.29%Q1 2019Q3 20193
OPPENHEIMER & CO INC 330.01%0.01%0.01%Q1 2019Q3 20193
OLD MISSION CAPITAL LLC 210.03%0.16%0.23%Q2 2018Q2 20193
Peloton Wealth Strategists 330.31%0.37%0.44%Q1 2019Q3 20193
Probity Advisors, Inc. 330.07%0.07%0.08%Q4 2017Q2 20183
PRING TURNER CAPITAL GROUP INC 330.26%0.52%0.67%Q1 2018Q3 20183
MONECO Advisors, LLC 330.27%0.28%0.29%Q1 2019Q3 20193
MERCER GLOBAL ADVISORS INC /ADV 330.01%0.01%0.01%Q1 2019Q3 20193
IHT Wealth Management, LLC 220.03%0.03%0.03%Q4 2017Q1 20182
REGIONS FINANCIAL CORP 220.01%0.01%0.01%Q3 2017Q4 20172
NEXT Financial Group, Inc 220.00%0.00%0.00%Q2 2019Q3 20192
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q1 2018Q3 20182
Claraphi Advisory Network, LLC 224.46%5.21%5.97%Q1 2019Q2 20192
TimeScale Financial, Inc. 220.04%0.05%0.05%Q2 2019Q3 20192
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q4 2017Q4 20182
M Holdings Securities, Inc. 220.31%0.32%0.34%Q1 2018Q2 20182
FIFTH THIRD BANCORP 220.00%0.00%0.00%Q2 2017Q3 20172
Eldridge Investment Advisors, Inc. 220.12%0.12%0.13%Q4 2018Q1 20192
CREATIVE FINANCIAL DESIGNS INC /ADV 220.00%0.00%0.00%Q1 2017Q2 20172
TRADITION CAPITAL MANAGEMENT LLC 220.28%0.35%0.41%Q2 2017Q3 20172
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q3 20192
FMR LLC 110.00%0.00%0.00%Q4 2018Q2 20192
FLAGSHIP HARBOR ADVISORS, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
MYCIO WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Clearshares LLC 220.54%0.57%0.60%Q4 2018Q1 20192
MML INVESTORS SERVICES, LLC 220.01%0.01%0.01%Q2 2019Q3 20192
Merit Financial Group, LLC 111.23%1.49%1.75%Q1 2019Q3 20192
Stonebridge Capital Advisors LLC 220.01%0.01%0.01%Q2 2019Q3 20192
TCG Advisors, LP 220.01%0.01%0.01%Q1 2019Q2 20192
GOLDMAN SACHS GROUP INC 220.00%0.00%0.00%Q2 2017Q3 20172
RiverGlades Family Offices LLC 111.80%1.80%1.80%Q4 2018Q4 20181
MGO ONE SEVEN LLC 110.01%0.01%0.01%Q1 2018Q1 20181
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q3 2017Q3 20171
Doyle Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
FIRST FINANCIAL EQUITY CORPORATION 110.08%0.08%0.08%Q1 2017Q1 20171
Bartlett & Co. LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Strategic Blueprint, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Live Your Vision, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
IFG Advisory, LLC 110.17%0.17%0.17%Q4 2017Q4 20171
Measured Wealth Private Client Group, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q2 2019Q2 20191
HMS Capital Management, LLC 110.04%0.04%0.04%Q2 2019Q2 20191
Sunesis Advisors, LLC 1114.75%14.75%14.75%Q2 2018Q2 20181
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2019Q1 20191
Quad-Cities Investment Group, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Mutual Advisors, LLC 110.03%0.03%0.03%Q2 2019Q2 20191
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Cetera Advisors LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Atria Investments, Inc 110.26%0.26%0.26%Q1 2019Q1 20191
SCOTIA CAPITAL INC. 110.01%0.01%0.01%Q4 2018Q4 20181
Glenview Trust Co 110.02%0.02%0.02%Q1 2017Q1 20171
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.06%0.06%0.06%Q4 2017Q4 20171
Janney Montgomery Scott LLC 110.05%0.05%0.05%Q3 2019Q3 20191
Windsor Capital Management, LLC 110.12%0.12%0.12%Q2 2019Q2 20191
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Biltmore Capital Advisors LLC 110.60%0.60%0.60%Q4 2018Q4 20181
Garrett Wealth Advisory Group, LLC 110.03%0.03%0.03%Q3 2019Q3 20191
InterOcean Capital, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
External links

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