ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 34340.00%0.01%0.02%Q2 2015Q3 202334
UBS Group AG 34340.00%0.01%0.05%Q2 2015Q3 202334
UNITED CAPITAL FINANCIAL ADVISORS, LLC 32320.02%0.06%0.12%Q4 2015Q3 202332
MORGAN STANLEY 32320.00%0.01%0.01%Q4 2015Q3 202332
Raymond James Financial Services Advisors, Inc. 31310.01%0.04%0.11%Q1 2016Q3 202331
ROYAL BANK OF CANADA 31310.00%0.00%0.01%Q1 2016Q3 202331
Private Advisor Group, LLC 30300.01%0.06%0.27%Q2 2016Q3 202330
US BANCORP \DE\ 30300.00%0.05%0.10%Q2 2016Q3 202330
HighTower Advisors, LLC 30300.04%0.08%0.16%Q2 2016Q3 202330
Mariner, LLC 29290.02%0.08%0.19%Q3 2016Q3 202329
Capital Investment Advisors, LLC 29290.24%0.69%1.22%Q3 2016Q3 202329
Avantax Planning Partners, Inc. 28280.02%0.03%0.06%Q4 2016Q3 202328
Day & Ennis, LLC 28280.20%1.77%3.43%Q4 2016Q3 202328
WELLS FARGO & COMPANY/MN 28280.00%0.01%0.02%Q4 2016Q3 202328
IFP Advisors, Inc 1450.00%0.02%0.12%Q4 2015Q3 202327
LPL Financial LLC 27270.00%0.02%0.04%Q1 2017Q3 202327
RAYMOND JAMES & ASSOCIATES 26260.00%0.01%0.02%Q2 2017Q3 202326
Exchange Capital Management, Inc. 26260.03%0.42%2.09%Q2 2017Q3 202326
AMERIPRISE FINANCIAL INC 25250.00%0.00%0.01%Q3 2017Q3 202325
ENVESTNET ASSET MANAGEMENT INC 2140.00%0.01%0.04%Q4 2015Q3 202325
Gateway Advisory, LLC 25251.55%2.51%11.21%Q1 2017Q1 202325
LYELL WEALTH MANAGEMENT, LP 25250.43%0.70%1.02%Q3 2017Q3 202325
MCF Advisors LLC 1870.00%0.37%1.11%Q2 2017Q3 202325
BlackRock Inc. 1510.00%0.00%0.00%Q4 2015Q3 202325
Bank of New York Mellon Corp 2410.00%0.00%0.00%Q3 2016Q3 202325
Cypress Wealth Services, LLC 24240.07%0.11%0.16%Q4 2017Q3 202324
Roble, Belko & Company, Inc 24240.05%0.08%0.16%Q4 2017Q3 202324
CENTRAL TRUST Co 24240.06%0.34%0.54%Q4 2017Q3 202324
Archford Capital Strategies, LLC 2310.02%0.36%0.66%Q1 2017Q3 202324
JANE STREET GROUP, LLC 920.00%0.00%0.03%Q1 2016Q3 202324
Murphy, Middleton, Hinkle & Parker, Inc. 24241.40%1.92%2.61%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.03%Q4 2017Q3 202324
Signature Wealth Management Group 23231.56%1.97%2.57%Q4 2017Q2 202323
TLWM 23232.16%3.85%5.87%Q1 2018Q3 202323
STIFEL FINANCIAL CORP 23230.00%0.02%0.06%Q1 2018Q3 202323
WRAPMANAGER INC 23230.14%0.63%0.82%Q1 2018Q3 202323
BENJAMIN F. EDWARDS & COMPANY, INC. 23230.08%0.38%0.61%Q1 2018Q3 202323
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 23230.00%0.01%0.01%Q1 2018Q3 202323
AlphaMark Advisors, LLC 23230.01%0.81%1.59%Q1 2018Q3 202323
Sandy Spring Bank 22220.03%0.22%0.36%Q2 2018Q3 202322
LEAVELL INVESTMENT MANAGEMENT, INC. 22220.04%0.56%1.08%Q2 2018Q3 202322
TRUST CO OF VIRGINIA /VA 22220.02%0.04%0.07%Q2 2018Q3 202322
Wolf Group Capital Advisors 2110.12%0.20%0.26%Q4 2016Q4 202222
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1440.03%0.12%0.39%Q4 2017Q3 202322
Segment Wealth Management, LLC 22220.04%0.06%0.09%Q1 2018Q2 202322
CORDA Investment Management, LLC. 22220.16%1.38%2.17%Q1 2018Q2 202322
CWM, LLC 1380.00%0.00%0.04%Q2 2018Q3 202321
SIGMA INVESTMENT COUNSELORS INC 21210.03%1.52%2.26%Q3 2018Q3 202321
Timber Creek Capital Management LLC 21210.02%0.52%1.16%Q3 2016Q3 202121
RITHOLTZ WEALTH MANAGEMENT 21210.05%0.24%0.51%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
BerganKDV Wealth Management, LLC 21210.03%0.10%0.16%Q2 2018Q2 202321
CAPITAL ADVISORS INC/OK 1910.01%1.16%1.86%Q4 2016Q2 202220
Asset Dedication, LLC 20200.03%0.60%1.10%Q4 2018Q3 202320
PNC FINANCIAL SERVICES GROUP, INC. 1370.00%0.00%0.00%Q2 2018Q3 202320
First Fiduciary Investment Counsel, Inc. 20200.03%0.53%3.75%Q4 2018Q3 202320
HM PAYSON & CO 1910.00%0.05%0.11%Q3 2018Q3 202320
Laurel Wealth Advisors LLC 20200.40%0.55%0.72%Q4 2018Q3 202320
Steward Partners Investment Advisory, LLC 1820.00%0.01%0.02%Q2 2018Q3 202320
Covington Investment Advisors Inc. 20200.11%0.17%0.31%Q4 2018Q3 202320
MML INVESTORS SERVICES, LLC 20200.00%0.01%0.04%Q4 2018Q3 202320
Cetera Advisors LLC 20200.01%0.03%0.07%Q4 2018Q3 202320
Pinnacle Bancorp, Inc. 20200.03%0.06%0.12%Q4 2018Q3 202320
Princeton Global Asset Management LLC 20200.13%0.47%0.74%Q4 2018Q3 202320
Guidance Point Advisors, LLC 19190.27%0.76%1.31%Q4 2018Q2 202319
BENJAMIN EDWARDS INC 19190.08%0.25%1.62%Q1 2019Q3 202319
Janney Montgomery Scott LLC 19190.01%0.02%0.02%Q1 2019Q3 202319
American Portfolios Advisors 19190.01%0.04%0.06%Q1 2018Q3 202219
Stratos Wealth Partners, LTD. 19190.02%0.31%0.50%Q1 2019Q3 202319
RVW Wealth, LLC 19191.82%3.42%5.16%Q1 2019Q3 202319
Peloton Wealth Strategists 19190.29%1.51%2.09%Q1 2019Q3 202319
Cambridge Investment Research Advisors, Inc. 19190.00%0.01%0.03%Q1 2019Q3 202319
Beacon Pointe Advisors, LLC 18180.02%0.08%0.16%Q2 2019Q3 202318
Parallel Advisors, LLC 1440.00%0.01%0.01%Q3 2018Q3 202318
FinTrust Capital Advisors, LLC 18180.03%0.38%0.60%Q2 2019Q3 202318
Proficio Capital Partners LLC 18180.03%0.11%0.28%Q4 2015Q1 202018
Sound View Wealth Advisors Group, LLC 18181.72%2.17%2.65%Q2 2019Q3 202318
Bellecapital International Ltd. 18180.19%0.58%0.88%Q2 2019Q3 202318
Matthew Goff Investment Advisor, LLC 1710.06%2.06%3.38%Q3 2017Q2 202218
SONATA CAPITAL GROUP INC 18180.38%2.23%3.41%Q2 2019Q3 202318
FORVIS Wealth Advisors, LLC 18180.01%0.02%0.05%Q2 2019Q3 202318
WOLVERINE TRADING, LLC 930.00%0.00%0.01%Q3 2016Q2 202117
Norway Savings Bank 17170.12%0.21%0.29%Q3 2019Q3 202317
Vivaldi Capital Management LP 17170.10%0.27%1.36%Q4 2018Q4 202217
Front Row Advisors LLC 17170.00%0.02%0.03%Q3 2019Q3 202317
Fieldpoint Private Securities, LLC 17170.17%0.26%0.36%Q2 2018Q2 202217
MERCER GLOBAL ADVISORS INC /ADV 17170.01%0.05%0.13%Q3 2019Q3 202317
Motley Fool Wealth Management, LLC 1340.50%1.18%1.97%Q1 2017Q3 202317
FULTON BREAKEFIELD BROENNIMAN LLC 17170.28%0.50%0.68%Q3 2019Q3 202317
Eldridge Investment Advisors, Inc. 1510.07%0.26%0.94%Q3 2019Q3 202316
Kathmere Capital Management, LLC 16160.04%0.10%0.19%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.02%Q4 2019Q3 202316
ARROW FINANCIAL CORP 16160.01%0.50%1.29%Q4 2019Q3 202316
LADENBURG THALMANN FINANCIAL SERVICES INC. 16160.00%0.00%0.01%Q1 2016Q4 201916
Stokes Family Office, LLC 16160.10%0.17%0.30%Q4 2019Q3 202316
CAPTRUST FINANCIAL ADVISORS 16160.01%0.04%0.09%Q4 2019Q3 202316
Krilogy Financial LLC 970.07%0.34%0.57%Q1 2019Q3 202316
Integrated Wealth Concepts LLC 1420.02%0.06%0.15%Q3 2019Q3 202316
D.A. DAVIDSON & CO. 16160.00%0.01%0.02%Q4 2019Q3 202316
PFG Private Wealth Management, LLC 16162.79%3.98%4.77%Q4 2019Q3 202316
Knights of Columbus Asset Advisors LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
MV CAPITAL MANAGEMENT, INC. 16160.01%2.07%4.00%Q4 2019Q3 202316
AlphaCore Capital LLC 16160.07%0.12%0.23%Q4 2019Q3 202316
J. L. Bainbridge & Co., Inc. 15150.08%0.14%0.17%Q1 2020Q3 202315
THOROUGHBRED FINANCIAL SERVICES, LLC 15150.05%0.08%0.13%Q1 2020Q3 202315
TD Capital Management LLC 1050.01%0.01%0.01%Q3 2019Q3 202315
Cetera Advisor Networks LLC 1410.00%0.00%0.01%Q3 2018Q3 202315
OPTIMUM INVESTMENT ADVISORS 15150.00%0.01%0.01%Q1 2020Q3 202315
BANK HAPOALIM BM 15150.02%0.09%0.20%Q4 2018Q2 202215
NovaPoint Capital, LLC 15150.54%3.40%7.15%Q4 2019Q2 202315
Resonant Capital Advisors, LLC 15150.03%0.08%0.29%Q4 2019Q2 202315
REGIONS FINANCIAL CORP 15150.00%0.01%0.02%Q1 2020Q3 202315
Trust Co 1320.05%0.40%1.08%Q4 2018Q3 202315
EP Wealth Advisors, LLC 1230.01%0.19%0.39%Q4 2019Q3 202315
Northstar Group, Inc. 15150.20%0.40%0.81%Q1 2020Q3 202315
MONECO Advisors, LLC 15150.20%0.31%0.49%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.01%0.03%Q1 2020Q3 202315
WealthOne, LLC 15150.15%0.22%0.32%Q2 2019Q4 202215
Financial Gravity Asset Management, Inc. 510.00%0.20%0.49%Q1 2018Q3 202315
NewEdge Advisors, LLC 960.02%0.41%1.13%Q1 2018Q3 202315
BOSTON ADVISORS LLC 14140.01%0.01%0.03%Q2 2016Q3 201914
MATTERN CAPITAL MANAGEMENT, LLC 14140.08%0.10%0.13%Q2 2020Q3 202314
Geneos Wealth Management Inc. 1220.00%0.00%0.00%Q1 2019Q3 202314
Northwest Bancshares, Inc. 14140.10%0.16%0.28%Q2 2020Q3 202314
Strategic Wealth Partners Group, LLC 950.04%0.07%0.09%Q1 2020Q3 202314
SMITH, MOORE & CO. 14140.04%0.05%0.07%Q1 2019Q2 202214
Tillar-Wenstrup Advisors, LLC 910.12%3.32%4.98%Q2 2018Q4 202214
Citadel Advisors 410.00%0.00%0.00%Q1 2017Q3 202314
Aptus Capital Advisors, LLC 14141.15%3.48%5.77%Q4 2018Q1 202214
Praetorian Wealth Management, Inc. 14141.18%1.36%1.61%Q2 2020Q3 202314
First National Bank of South Miami 14140.07%0.48%0.68%Q1 2020Q2 202314
CITIGROUP INC 810.00%0.00%0.00%Q2 2017Q4 202213
Mission Creek Capital Partners, Inc. 13130.37%0.60%0.83%Q3 2020Q3 202313
Strid Group, LLC 13130.31%1.41%2.28%Q3 2020Q3 202313
Advisor Group, Inc. 1210.00%0.00%0.00%Q2 2016Q4 201913
BLAIR WILLIAM & CO/IL 13130.00%0.00%0.00%Q3 2020Q3 202313
Buffington Mohr McNeal 13130.08%0.12%0.17%Q3 2020Q3 202313
Financial Advocates Investment Management 13130.07%0.11%0.17%Q4 2018Q4 202113
ASSOCIATED BANC-CORP 1030.02%0.08%0.12%Q2 2020Q3 202313
JPMORGAN CHASE & CO 13130.00%0.00%0.00%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.05%0.12%Q3 2020Q3 202313
Advisory Services Network, LLC 810.00%0.01%0.02%Q4 2019Q3 202313
Camelot Portfolios, LLC 13131.05%1.62%2.41%Q3 2018Q3 202113
CONFLUENCE INVESTMENT MANAGEMENT LLC 13130.01%0.03%0.05%Q1 2018Q1 202113
Chesley Taft & Associates LLC 12120.02%0.04%0.06%Q4 2020Q3 202312
Clear Harbor Asset Management, LLC 1110.01%0.15%0.48%Q4 2019Q1 202312
Rehmann Capital Advisory Group 820.02%0.08%0.16%Q2 2018Q4 202112
HUNTINGTON NATIONAL BANK 10100.00%0.00%0.00%Q2 2021Q3 202312
QUEST CAPITAL MANAGEMENT INC /ADV 12120.11%0.18%0.25%Q1 2019Q4 202112
Charter Oak Capital Management, LLC 12120.07%0.12%0.17%Q4 2020Q3 202312
VALLEY NATIONAL ADVISERS INC 12120.01%0.14%0.37%Q4 2020Q3 202312
CGN Advisors LLC 12120.11%0.28%0.50%Q4 2020Q3 202312
Wells Financial Advisors INC 12120.41%0.69%0.93%Q4 2020Q3 202312
Allworth Financial LP 12120.03%0.07%0.14%Q4 2020Q3 202312
Belpointe Asset Management LLC 12120.04%0.06%0.09%Q4 2020Q3 202312
FMR LLC 610.00%0.00%0.00%Q3 2018Q3 202312
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12120.20%0.29%0.44%Q4 2020Q3 202312
MOTCO 12120.00%0.00%0.01%Q4 2020Q3 202312
Kesler, Norman & Wride, LLC 12120.59%0.98%1.53%Q4 2020Q3 202312
STEPHENS INC /AR/ 12120.01%0.01%0.02%Q3 2020Q2 202312
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q1 2020Q3 202312
Klaas Financial Asset Advisors, LLC 12120.09%0.27%0.44%Q4 2020Q3 202312
SPINNAKER TRUST 12120.02%0.03%0.04%Q4 2020Q3 202312
THRIVENT FINANCIAL FOR LUTHERANS 12120.00%0.00%0.03%Q4 2020Q3 202312
RAYMOND JAMES TRUST N.A. 11110.01%0.01%0.02%Q2 2019Q4 202111
MEITAV INVESTMENT HOUSE LTD 650.01%0.01%0.02%Q4 2020Q3 202311
Jackson Hole Capital Partners, LLC 11110.01%0.01%0.04%Q4 2018Q2 202111
NEXT Financial Group, Inc 610.01%0.01%0.01%Q4 2018Q4 202111
Paradigm, Strategies in Wealth Management, LLC 11112.76%10.45%15.54%Q1 2021Q3 202311
Bradley & Co. Private Wealth Management, LLC 11110.00%0.24%0.45%Q1 2021Q3 202311
Clean Yield Group 740.00%0.00%0.00%Q2 2019Q1 202211
PARK AVENUE SECURITIES LLC 810.01%0.01%0.02%Q3 2019Q3 202311
Sowell Financial Services LLC 710.00%0.07%0.27%Q4 2016Q4 202211
Cribstone Capital Management, LLC 11111.94%2.78%3.94%Q2 2020Q4 202211
Atwater Malick LLC 11110.13%0.15%0.19%Q1 2021Q3 202311
4Thought Financial Group Inc. 11110.11%0.26%0.42%Q1 2021Q3 202311
ARCADIA INVESTMENT MANAGEMENT CORP/MI 11110.08%0.18%0.23%Q1 2021Q3 202311
Gradient Investments LLC 11110.00%0.01%0.02%Q4 2017Q2 202011
Madden Advisory Services, Inc. 11110.18%2.34%3.56%Q1 2021Q3 202311
COLTON GROOME FINANCIAL ADVISORS, LLC 11110.16%0.20%0.22%Q1 2021Q3 202311
Laidlaw Wealth Management LLC 810.04%0.06%0.11%Q3 2020Q3 202311
Fragasso Group Inc. 11110.03%0.38%0.76%Q1 2019Q3 202111
Great Diamond Partners, LLC 10100.08%0.10%0.12%Q3 2020Q4 202210
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q3 2016Q3 202310
CFS Investment Advisory Services, LLC 910.11%0.16%0.24%Q4 2020Q3 202310
Mascoma Wealth Management LLC 910.01%0.02%0.03%Q1 2021Q3 202310
BAINCO INTERNATIONAL INVESTORS 910.02%0.05%0.06%Q1 2018Q4 202010
Rockefeller Capital Management L.P. 10100.00%0.00%0.01%Q1 2021Q2 202310
Blue Barn Wealth, LLC 10100.21%0.30%0.41%Q2 2021Q3 202310
OLD MISSION CAPITAL LLC 410.01%0.10%0.24%Q3 2018Q4 202210
Private Capital Group, LLC 10100.10%0.17%0.27%Q1 2020Q2 202210
HARBOUR INVESTMENTS, INC. 640.00%0.03%0.14%Q1 2021Q3 202310
GODSEY & GIBB, INC 640.01%0.25%0.51%Q4 2019Q3 202310
HARVEY CAPITAL MANAGEMENT INC 640.08%0.11%0.16%Q2 2020Q4 202210
American Family Insurance Mutual Holding Co 10100.04%0.20%0.64%Q4 2019Q1 202210
1ST SOURCE BANK 10100.02%0.02%0.02%Q4 2020Q1 202310
Pineno Levin & Ford Asset Management, Inc. 990.12%0.16%0.21%Q4 2019Q4 20219
Capital Asset Advisory Services LLC 990.00%0.01%0.01%Q4 2019Q4 20219
Kingsview Wealth Management, LLC 540.01%0.01%0.01%Q1 2021Q2 20239
American Money Management, LLC 990.28%0.32%0.36%Q3 2021Q3 20239
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 990.00%0.00%0.00%Q1 2021Q1 20239
FAS Wealth Partners, Inc. 990.00%0.00%0.00%Q4 2019Q4 20219
Bay Rivers Group 990.78%1.94%2.88%Q3 2020Q3 20229
Patten Group, Inc. 990.07%0.09%0.12%Q4 2019Q4 20219
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.02%0.08%0.18%Q3 2020Q3 20239
CIBC Private Wealth Group, LLC 410.00%0.00%0.00%Q1 2020Q3 20229
IFG Advisory, LLC 720.03%0.06%0.18%Q3 2019Q4 20219
Avior Wealth Management, LLC 810.00%0.00%0.02%Q4 2019Q3 20239
Claret Asset Management Corp 990.05%0.08%0.10%Q4 2019Q4 20219
SECURITY NATIONAL TRUST CO 990.01%0.01%0.02%Q3 2019Q3 20219
Windsor Capital Management, LLC 990.06%2.60%4.56%Q3 2021Q3 20239
Guidant Wealth Advisors 440.17%0.58%2.98%Q3 2016Q3 20198
Houlihan Financial Resource Group, Ltd. 511.29%2.80%5.04%Q4 2019Q3 20238
CONSILIO WEALTH ADVISORS, LLC 880.47%0.66%1.31%Q4 2021Q3 20238
Wealthspire Advisors, L.P. 880.00%0.00%0.00%Q2 2017Q1 20198
ETFIDEA, LLC 880.21%0.23%0.26%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.04%0.05%0.07%Q4 2021Q3 20238
Virtu KCG Holdings LLC 710.01%0.02%0.06%Q2 2015Q2 20178
VIRGINIA WEALTH MANAGEMENT GROUP, INC. 881.70%1.99%2.31%Q4 2021Q3 20238
Main Street Financial Solutions, LLC 880.09%0.12%0.14%Q4 2020Q3 20228
Stephens Consulting, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Pine Haven Investment Counsel, Inc 880.40%0.53%0.60%Q4 2021Q3 20238
HB Wealth Management, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
First Horizon Advisors, Inc. 530.00%0.00%0.00%Q1 2021Q1 20238
Sunbelt Securities, Inc. 880.05%0.07%0.09%Q4 2021Q3 20238
Baird Financial Group, Inc. 430.00%0.01%0.02%Q3 2018Q3 20237
Private Portfolio Partners LLC 770.09%0.11%0.14%Q3 2020Q1 20227
Brookstone Capital Management 320.00%0.01%0.02%Q2 2018Q3 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 430.01%0.02%0.04%Q4 2021Q3 20237
Journey Advisory Group, LLC 770.09%0.62%1.68%Q1 2022Q3 20237
Bartlett & Co. LLC 770.00%0.00%0.00%Q1 2022Q3 20237
BNP PARIBAS FINANCIAL MARKETS 410.00%0.00%0.00%Q3 2018Q3 20237
Dorsey & Whitney Trust CO LLC 770.03%0.06%0.10%Q1 2022Q3 20237
AFT, FORSYTH & COMPANY, INC. 770.25%0.30%0.35%Q1 2022Q3 20237
Strategic Blueprint, LLC 610.00%1.27%2.15%Q2 2021Q3 20237
Redwood Financial Network Corp 771.00%1.32%1.73%Q1 2022Q3 20237
Freedom Investment Management, Inc. 430.02%0.11%0.20%Q1 2021Q2 20237
InterOcean Capital Group, LLC 770.02%0.46%0.62%Q1 2022Q3 20237
Ironwood Financial, llc 430.00%0.08%0.19%Q4 2020Q2 20237
TCI Wealth Advisors, Inc. 770.02%0.02%0.02%Q3 2019Q1 20217
Bank of New Hampshire 770.05%0.06%0.07%Q1 2022Q3 20237
HARBOR INVESTMENT ADVISORY, LLC 770.01%0.13%0.21%Q1 2022Q3 20237
Dakota Wealth Management 770.02%0.03%0.04%Q1 2022Q3 20237
FIFTH THIRD BANCORP 320.00%0.00%0.00%Q2 2017Q4 20227
GREAT LAKES ADVISORS, LLC 770.01%0.01%0.01%Q4 2016Q2 20187
FLAGSHIP HARBOR ADVISORS, LLC 770.01%0.01%0.01%Q1 2019Q3 20207
Geneva Partners, LLC 510.33%0.86%1.41%Q2 2016Q3 20186
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 310.01%0.01%0.02%Q1 2021Q4 20226
MinichMacGregor Wealth Management, LLC 661.62%1.90%2.20%Q2 2022Q3 20236
ABSOLUTE CAPITAL MANAGEMENT, LLC 661.35%2.48%4.67%Q2 2022Q3 20236
Ameritas Investment Company, LLC 310.00%0.01%0.01%Q4 2018Q3 20216
BEAM WEALTH ADVISORS, INC. 660.90%1.15%1.33%Q4 2019Q1 20216
VALLEY WEALTH MANAGERS, INC. 660.10%0.12%0.14%Q2 2022Q3 20236
TOMPKINS FINANCIAL CORP 660.12%0.27%0.42%Q2 2022Q3 20236
Lenox Wealth Management, Inc. 660.22%0.44%0.53%Q2 2017Q3 20186
Atria Wealth Solutions, Inc. 660.01%0.05%0.10%Q2 2022Q3 20236
Addison Advisors LLC 660.01%0.03%0.05%Q2 2022Q3 20236
Azimuth Capital Management LLC 660.29%0.32%0.34%Q4 2020Q1 20226
ALESCO ADVISORS LLC 660.03%0.07%0.10%Q2 2022Q3 20236
Creative Planning 660.00%0.01%0.01%Q2 2022Q3 20236
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 510.00%0.02%0.03%Q2 2020Q3 20236
FIRST INTERSTATE BANK 660.02%0.05%0.06%Q2 2022Q3 20236
Horizons Wealth Management 660.07%0.09%0.11%Q2 2022Q3 20236
Newman Dignan & Sheerar, Inc. 660.30%0.63%0.94%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.02%0.02%0.02%Q2 2022Q3 20236
WASHINGTON TRUST Co 660.00%0.00%0.00%Q2 2022Q3 20236
Ameritas Advisory Services, LLC 660.00%0.01%0.02%Q4 2021Q1 20236
Sequoia Financial Advisors, LLC 420.01%0.01%0.01%Q1 2022Q3 20236
Reliant Wealth Planning 662.58%3.33%3.83%Q2 2022Q3 20236
Summit Asset Management, LLC 662.65%3.33%3.63%Q2 2022Q3 20236
Sigma Planning Corp 660.02%0.08%0.12%Q2 2022Q3 20236
SELDON CAPITAL LP 510.12%0.15%0.18%Q4 2021Q3 20236
Glenview Trust Co 660.14%0.71%0.91%Q2 2022Q3 20236
Rockbridge Investment Management, LCC 660.01%0.01%0.01%Q3 2020Q4 20216
BLUE SQUARE ASSET MANAGEMENT, LLC 660.55%0.75%1.37%Q2 2022Q3 20236
Choate Investment Advisors 660.01%0.01%0.02%Q2 2022Q3 20236
BUTENSKY & COHEN FINANCIAL SECURITY, INC 660.00%0.01%0.03%Q1 2016Q2 20176
Blue Trust, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Trust Co of Kansas 556.90%7.55%8.58%Q4 2019Q4 20205
GREAT VALLEY ADVISOR GROUP, INC. 550.04%0.05%0.06%Q2 2022Q2 20235
LINCOLN NATIONAL CORP 310.01%0.01%0.02%Q4 2017Q3 20235
MIDDLETON & CO INC/MA 550.07%0.08%0.09%Q3 2022Q3 20235
Curi Wealth Management, LLC 550.06%0.07%0.08%Q3 2022Q3 20235
Global Retirement Partners, LLC 550.00%0.20%0.37%Q3 2022Q3 20235
TimeScale Financial, Inc. 550.00%0.01%0.01%Q2 2019Q2 20205
Venture Visionary Partners LLC 410.01%0.14%0.33%Q2 2022Q3 20235
BlackRock Investment Management, LLC 550.00%0.00%0.00%Q4 2015Q4 20165
MONEY CONCEPTS CAPITAL CORP 210.00%0.05%0.09%Q4 2020Q4 20225
Retirement Group, LLC 410.01%0.02%0.04%Q4 2019Q1 20215
Renaissance Technologies 550.00%0.01%0.02%Q3 2022Q3 20235
Atria Investments, Inc 550.05%0.05%0.06%Q3 2022Q3 20235
Hilltop Holdings Inc. 550.12%0.33%0.49%Q3 2022Q3 20235
ASPIRIANT, LLC 550.23%0.26%0.28%Q3 2018Q3 20195
BARRETT & COMPANY, INC. 550.53%0.55%0.57%Q3 2022Q3 20235
SUMMITRY LLC 551.16%1.41%2.04%Q3 2022Q3 20235
Vigilant Capital Management, LLC 550.01%0.02%0.03%Q2 2022Q2 20235
Wealthspire Advisors, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
Snowden Capital Advisors LLC 320.01%0.10%0.15%Q2 2022Q3 20235
Baystate Wealth Management LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Relative Value Partners Group, LLC 550.02%0.06%0.15%Q1 2022Q1 20235
Ledyard National Bank 550.00%0.00%0.00%Q4 2017Q4 20185
Element Wealth, LLC 550.15%0.60%0.89%Q3 2022Q3 20235
HAMEL ASSOCIATES, INC. 551.81%2.16%2.31%Q3 2022Q3 20235
ALTERNA WEALTH MANAGEMENT, INC 320.59%0.99%1.74%Q3 2020Q3 20235
Conrad Siegel Investment Advisors, Inc. 440.30%0.53%0.88%Q4 2022Q3 20234
Sowa Financial Group, Inc. 440.14%0.15%0.17%Q1 2020Q4 20204
Karn, Couzens & Associates, Inc. 440.19%0.43%0.55%Q2 2021Q1 20224
COLDSTREAM CAPITAL MANAGEMENT INC 440.04%0.05%0.05%Q4 2022Q3 20234
Fortis Capital Management LLC 440.13%0.17%0.23%Q4 2022Q3 20234
SUNTRUST BANKS INC 440.00%0.01%0.01%Q4 2018Q3 20194
4J Wealth Management LLC 440.58%0.61%0.64%Q4 2022Q3 20234
WEALTHSOURCE PARTNERS, LLC 440.36%0.39%0.40%Q4 2022Q3 20234
Safeguard Financial, LLC 440.17%0.20%0.26%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
Legacy CG, LLC 440.32%1.64%2.30%Q4 2021Q3 20224
Prime Capital Investment Advisors, LLC 220.01%0.02%0.04%Q2 2021Q3 20234
AE Wealth Management LLC 440.00%0.10%0.20%Q4 2022Q3 20234
Cerity Partners LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Waterford Advisors, LLC 441.20%1.34%1.44%Q4 2022Q3 20234
Moisand Fitzgerald Tamayo, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
SECURITY ASSET MANAGEMENT 310.71%0.74%0.80%Q4 2018Q1 20234
DEARBORN PARTNERS LLC 310.01%0.02%0.02%Q2 2019Q3 20234
CHILDRESS CAPITAL ADVISORS, LLC 440.16%0.21%0.24%Q1 2021Q4 20214
Masso Torrence Wealth Management Inc. 440.48%0.54%0.60%Q4 2022Q3 20234
WEDBUSH SECURITIES INC 440.01%0.08%0.14%Q4 2021Q3 20224
Source Financial Advisors LLC 440.18%0.23%0.29%Q3 2022Q2 20234
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
Carr Financial Group Corp 440.26%0.34%0.52%Q4 2022Q3 20234
FirstPurpose Wealth LLC 440.10%0.13%0.16%Q4 2022Q3 20234
Qube Research & Technologies Ltd 210.00%0.05%0.15%Q2 2020Q3 20214
Keeler Thomas Management LLC 441.40%3.58%4.51%Q4 2022Q3 20234
MSI Financial Services Inc 440.00%0.00%0.00%Q1 2016Q4 20164
Robertson Stephens Wealth Management, LLC 440.05%0.07%0.08%Q4 2022Q3 20234
SAX WEALTH ADVISORS, LLC 440.16%0.24%0.29%Q4 2022Q3 20234
GOULD ASSET MANAGEMENT LLC /CA/ 440.10%0.11%0.14%Q4 2022Q3 20234
AMERICAN NATIONAL BANK 310.00%0.01%0.01%Q3 2021Q3 20234
PSI Advisors, LLC 440.01%0.24%0.46%Q4 2022Q3 20234
Delap Wealth Advisory, LLC 440.20%0.21%0.22%Q4 2022Q3 20234
Financial Futures Ltd Liability Co. 441.13%1.28%1.45%Q4 2022Q3 20234
SWMG, LLC 440.32%0.36%0.39%Q3 2022Q2 20234
Horan Securities, Inc. 440.07%0.30%0.44%Q4 2022Q3 20234
LITTLE HOUSE CAPITAL LLC 440.32%0.39%0.44%Q2 2021Q1 20224
VANCE WEALTH, INC. 440.63%1.21%1.50%Q4 2022Q3 20234
Balentine LLC 440.00%0.02%0.06%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Independence Bank of Kentucky 440.02%0.02%0.02%Q4 2022Q3 20234
Stratos Wealth Advisors, LLC 440.06%0.21%0.33%Q4 2022Q3 20234
DROMS STRAUSS ADVISORS INC /MO/ /ADV 440.49%1.39%1.84%Q2 2022Q1 20234
McGlone Suttner Wealth Management, Inc. 440.18%0.23%0.26%Q4 2022Q3 20234
Foundation Wealth Management, LLC 440.82%0.85%0.89%Q4 2022Q3 20234
Merit Financial Group, LLC 440.01%0.17%0.34%Q4 2022Q3 20234
Bluefin Trading, LLC 210.02%0.06%0.12%Q1 2017Q4 20194
Greenfield Savings Bank 440.73%0.90%1.04%Q2 2022Q1 20234
Werba Rubin Papier Wealth Management 440.52%0.58%0.63%Q4 2022Q3 20234
SII INVESTMENTS INC/WI 440.02%0.05%0.10%Q1 2017Q4 20174
Endowment Wealth Management, Inc. 440.30%0.60%0.73%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Bramshill Investments, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Granite Harbor Advisors, Inc. 440.53%0.57%0.63%Q4 2022Q3 20234
Community Bank, N.A. 440.01%0.01%0.01%Q3 2022Q2 20234
Equitable Holdings, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
Savant Capital, LLC 440.00%0.07%0.10%Q4 2022Q3 20234
Baltimore-Washington Financial Advisors, Inc. 440.44%0.68%0.92%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
WealthStone, Inc. 440.10%0.13%0.19%Q2 2020Q1 20214
Integrated Wealth Management 440.03%0.04%0.04%Q4 2015Q3 20164
Bleakley Financial Group, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
UMB Bank, n.a. 330.00%0.00%0.00%Q2 2022Q4 20223
L & S Advisors Inc 330.04%0.06%0.07%Q1 2023Q3 20233
Simplify Asset Management Inc. 330.24%1.14%2.89%Q1 2023Q3 20233
J.W. COLE ADVISORS, INC. 330.02%0.03%0.04%Q3 2022Q1 20233
Meridian Wealth Management, LLC 330.16%0.17%0.20%Q4 2016Q2 20173
Western Wealth Management, LLC 330.03%0.04%0.05%Q4 2022Q2 20233
Wealth Advisory Solutions, LLC 330.06%0.10%0.12%Q4 2019Q2 20203
CAPITAL ONE FINANCIAL CORP 330.04%0.04%0.04%Q1 2020Q3 20203
Ruggaard & Associates LLC 337.05%7.16%7.25%Q1 2023Q3 20233
SCHMIDT P J INVESTMENT MANAGEMENT INC 330.12%0.13%0.15%Q3 2022Q1 20233
Consolidated Portfolio Review Corp 330.16%0.17%0.18%Q1 2023Q3 20233
Valeo Financial Advisors, LLC 210.01%0.01%0.01%Q4 2020Q1 20233
Essex Financial Services, Inc. 330.03%0.04%0.04%Q4 2020Q2 20213
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Hudock, Inc. 330.00%0.00%0.00%Q2 2020Q4 20203
American Planning Services, Inc. 339.16%9.78%10.26%Q1 2023Q3 20233
Stratos Investment Management, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
AVANTAX ADVISORY SERVICES, INC. 110.00%0.01%0.01%Q2 2022Q3 20233
Andesa Financial Management Inc. 210.08%0.10%0.11%Q3 2020Q2 20213
Argent Wealth Management LLC 331.59%1.85%2.34%Q4 2019Q2 20203
Maltin Wealth Management, Inc. 330.28%0.33%0.42%Q2 2022Q4 20223
CreativeOne Wealth, LLC 330.01%0.01%0.02%Q3 2022Q1 20233
Tyler-Stone Wealth Management 210.04%0.05%0.05%Q4 2022Q3 20233
KCS Wealth Advisory 330.19%0.30%0.36%Q1 2023Q3 20233
OGOREK ANTHONY JOSEPH /NY/ /ADV 330.71%1.30%1.62%Q1 2023Q3 20233
PHILLIPS FINANCIAL MANAGEMENT, LLC 330.09%0.10%0.11%Q1 2023Q3 20233
Simplicity Solutions, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Lido Advisors, LLC 330.00%0.02%0.04%Q1 2023Q3 20233
KESTRA PRIVATE WEALTH SERVICES, LLC 330.01%0.02%0.03%Q1 2023Q3 20233
Farther Finance Advisors, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
L.M. KOHN & COMPANY 330.36%0.38%0.40%Q1 2023Q3 20233
INSTRUMENTAL WEALTH, LLC 3312.49%13.11%13.60%Q1 2023Q3 20233
Onex Canada Asset Management Inc. 330.02%0.02%0.02%Q4 2022Q2 20233
TCF National Bank 330.04%0.04%0.04%Q3 2020Q1 20213
BARCLAYS PLC 330.00%0.00%0.00%Q1 2021Q3 20213
AMG National Trust Bank 330.01%0.03%0.05%Q1 2023Q3 20233
HOWLAND CAPITAL MANAGEMENT LLC 330.12%0.15%0.17%Q1 2023Q3 20233
HOLLENCREST CAPITAL MANAGEMENT 330.00%0.00%0.00%Q1 2023Q3 20233
BB&T SECURITIES, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Valmark Advisers, Inc. 330.02%0.02%0.03%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.03%0.04%0.05%Q4 2017Q4 20183
FDx Advisors, Inc. 330.01%0.01%0.02%Q3 2017Q1 20183
KINGS POINT CAPITAL MANAGEMENT 330.01%0.01%0.01%Q3 2020Q1 20213
Kovitz Investment Group Partners, LLC 210.01%0.02%0.02%Q3 2020Q4 20213
Centric Wealth Management 221.59%1.67%1.74%Q3 2022Q4 20222
Great Lakes Retirement, Inc. 220.09%0.09%0.10%Q1 2023Q2 20232
Capital Analysts, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Authentikos Wealth Advisory, LLC 220.00%0.12%0.23%Q2 2023Q3 20232
Moors & Cabot, Inc. 220.02%0.02%0.02%Q3 2022Q4 20222
Empower Advisory Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Cedar Brook Financial Partners, LLC 220.08%0.08%0.09%Q2 2020Q3 20202
Beacon Pointe Wealth Advisors, LLC 220.04%0.05%0.06%Q3 2019Q4 20192
Cherry Tree Wealth Management, LLC 220.21%0.21%0.21%Q2 2023Q3 20232
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 220.02%0.05%0.08%Q4 2018Q1 20192
Cetera Investment Advisers 220.00%0.00%0.00%Q2 2023Q3 20232
Homrich & Berg 220.01%0.01%0.01%Q2 2021Q3 20212
Hartford Financial Management Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2019Q4 20212
Alpha Financial Partners, LLC 221.30%1.33%1.37%Q4 2022Q1 20232
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q2 2019Q3 20212
MRA Advisory Group 220.15%0.15%0.15%Q1 2023Q2 20232
MATHER GROUP, LLC. 220.01%0.02%0.03%Q2 2020Q3 20202
Richard W. Paul & Associates, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Sentinus, LLC 220.08%0.11%0.15%Q1 2023Q2 20232
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20222
Crescent Capital Consulting, LLC 220.01%0.02%0.02%Q1 2021Q2 20212
Sound View Wealth Advisors, LLC 220.37%0.79%1.20%Q4 2018Q1 20192
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q1 2018Q2 20182
LEO BROKERAGE, LLC 220.73%0.80%0.87%Q1 2023Q2 20232
Keel Point, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Fairhaven Wealth Management, LLC 220.32%0.33%0.34%Q2 2023Q3 20232
Grove Bank & Trust 220.01%0.01%0.01%Q2 2023Q3 20232
Black Swift Group, LLC 220.11%0.12%0.13%Q1 2023Q2 20232
Ten Capital Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
B.O.S.S. Retirement Advisors, LLC 220.16%0.16%0.17%Q1 2023Q2 20232
Prosperity Planning, Inc. 110.02%0.03%0.04%Q1 2021Q2 20222
Carroll Financial Associates, Inc. 220.00%0.00%0.00%Q1 2019Q2 20192
HHM Wealth Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
ADIRONDACK TRUST CO 220.01%0.01%0.01%Q2 2023Q3 20232
Kerntke Otto McGlone Wealth Management Group 110.17%0.19%0.22%Q4 2022Q3 20232
Azimuth Capital Investment Management LLC 220.02%0.14%0.25%Q2 2022Q3 20222
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
LifeSteps Financial, Inc. 222.04%2.34%2.64%Q4 2019Q1 20202
Altium Wealth Management LLC 220.08%0.09%0.09%Q4 2017Q1 20182
Arkadios Wealth Advisors 110.01%0.01%0.01%Q4 2020Q4 20201
United Community Bank 110.22%0.22%0.22%Q3 2023Q3 20231
Choice Wealth Advisors, LLC 110.67%0.67%0.67%Q2 2022Q2 20221
M&T BANK CORP 110.00%0.00%0.00%Q1 2018Q1 20181
Moloney Securities Asset Management, LLC 110.56%0.56%0.56%Q1 2023Q1 20231
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
STABLEFORD CAPITAL II LLC 110.26%0.26%0.26%Q1 2023Q1 20231
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Bangor Savings Bank 110.00%0.00%0.00%Q3 2023Q3 20231
SALEM INVESTMENT COUNSELORS INC 110.01%0.01%0.01%Q3 2023Q3 20231
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q2 2023Q2 20231
Seascape Capital Management 113.26%3.26%3.26%Q1 2023Q1 20231
Covington Capital Management 110.02%0.02%0.02%Q3 2022Q3 20221
Key Bridge Compliance, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
Echo Wealth Management, LLC 110.27%0.27%0.27%Q1 2021Q1 20211
Marshall Financial Group LLC 110.16%0.16%0.16%Q4 2021Q4 20211
Octavia Wealth Advisors, LLC 110.11%0.11%0.11%Q1 2022Q1 20221
FLOW TRADERS U.S. LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Mid-American Wealth Advisory Group, Inc. 110.56%0.56%0.56%Q2 2023Q2 20231
Centennial Wealth Advisory LLC 110.55%0.55%0.55%Q4 2020Q4 20201
CNB Bank 110.00%0.00%0.00%Q4 2021Q4 20211
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
AdvisorNet Financial, Inc 110.01%0.01%0.01%Q3 2022Q3 20221
PYA Waltman Capital, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Carl P. Sherr & Co., LLC 110.17%0.17%0.17%Q1 2022Q1 20221
BANK OF NOVA SCOTIA 110.02%0.02%0.02%Q3 2021Q3 20211
CFO4Life Group, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Koesten, Hirschmann & Crabtree, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
Capital One Investing, Inc. 110.05%0.05%0.05%Q3 2019Q3 20191
OPPENHEIMER & CO INC 110.03%0.03%0.03%Q4 2022Q4 20221
Penserra Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
D L CARLSON INVESTMENT GROUP INC 110.35%0.35%0.35%Q2 2023Q2 20231
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Comprehensive Financial Consultants Institutional, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
RiverGlades Family Offices LLC 113.30%3.30%3.30%Q4 2018Q4 20181
MKT Advisors LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Second Half Financial Partners, LLC 110.94%0.94%0.94%Q2 2023Q2 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
TUCKER ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q4 2021Q4 20211
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Advisors Preferred, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Carnegie Capital Asset Management, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
GeoWealth Management, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Csenge Advisory Group 110.02%0.02%0.02%Q2 2023Q2 20231
SYM FINANCIAL Corp 110.01%0.01%0.01%Q3 2021Q3 20211
SEI INVESTMENTS CO 110.00%0.00%0.00%Q4 2017Q4 20171
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Bogart Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SIGNATUREFD, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Arlington Partners LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Gilbert & Cook, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
Legacy Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Lumature Wealth Partners, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Certified Advisory Corp 110.05%0.05%0.05%Q1 2023Q1 20231
Sargent Bickham Lagudis LLC 110.03%0.03%0.03%Q4 2022Q4 20221
HMS Capital Management, LLC 110.06%0.06%0.06%Q2 2019Q2 20191
CAPITAL ONE, NATIONAL ASSOCIATION 110.03%0.03%0.03%Q4 2019Q4 20191
TRUST CO OF VERMONT 110.00%0.00%0.00%Q2 2019Q2 20191
KPP Advisory Services LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Hills Bank & Trust Co 110.02%0.02%0.02%Q3 2023Q3 20231
OLD MISSION CAPITAL, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
CENTAURUS FINANCIAL, INC. 110.03%0.03%0.03%Q4 2019Q4 20191
Crew Capital Management, Ltd. 110.52%0.52%0.52%Q2 2023Q2 20231
New Hampshire Trust 110.01%0.01%0.01%Q4 2022Q4 20221
Meridian Wealth Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Commonwealth Financial Services, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
BRANDYWINE OAK PRIVATE WEALTH LLC 110.02%0.02%0.02%Q4 2018Q4 20181
GOFEN & GLOSSBERG LLC /IL/ 110.01%0.01%0.01%Q4 2022Q4 20221
BBVA USA 110.00%0.00%0.00%Q2 2021Q2 20211
USCA RIA LLC 110.04%0.04%0.04%Q4 2016Q4 20161
OmniStar Financial Group, Inc. 110.02%0.02%0.02%Q1 2020Q1 20201
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2022Q1 20221
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
PRW Wealth Management LLC 110.07%0.07%0.07%Q2 2021Q2 20211
TOBIAS FINANCIAL ADVISORS, INC. 111.64%1.64%1.64%Q4 2021Q4 20211
Rinkey Investments 110.09%0.09%0.09%Q4 2021Q4 20211
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2020Q2 20201
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Stokes & Hubbell Capital Management, LLC 110.06%0.06%0.06%Q1 2019Q1 20191
MBE Wealth Management, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q3 2019Q3 20191
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q4 2020Q4 20201
PCA Investment Advisory Services Inc. 110.05%0.05%0.05%Q2 2023Q2 20231
External links

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