ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 30300.00%0.01%0.01%Q2 2015Q3 202230
ROYAL BANK OF CANADA 30300.00%0.00%0.01%Q2 2015Q3 202230
UBS Group AG 29290.00%0.01%0.03%Q3 2015Q3 202229
MORGAN STANLEY 28280.00%0.01%0.02%Q4 2015Q3 202228
Day & Ennis, LLC 28281.84%2.51%3.50%Q4 2015Q3 202228
UNITED CAPITAL FINANCIAL ADVISORS, LLC 28280.02%0.06%0.12%Q4 2015Q3 202228
Gateway Advisory, LLC 27271.57%1.93%3.39%Q1 2016Q3 202227
US BANCORP \DE\ 27270.00%0.04%0.09%Q1 2016Q3 202227
Geneos Wealth Management Inc. 26260.00%0.00%0.01%Q2 2016Q3 202226
Private Advisor Group, LLC 26260.01%0.07%0.15%Q2 2016Q3 202226
ENVESTNET ASSET MANAGEMENT INC 2240.00%0.01%0.04%Q4 2015Q3 202226
Janney Montgomery Scott LLC 25250.01%0.02%0.04%Q3 2016Q3 202225
LPL Financial LLC 25250.00%0.02%0.05%Q3 2016Q3 202225
Mariner, LLC 25250.01%0.04%0.09%Q3 2016Q3 202225
Capital Investment Advisors, LLC 25250.13%0.44%0.58%Q3 2016Q3 202225
Avantax Planning Partners, Inc. 24240.02%0.03%0.06%Q4 2016Q3 202224
CORDA Investment Management, LLC. 24240.60%1.66%2.17%Q3 2016Q2 202224
VALLEY NATIONAL ADVISERS INC 24240.01%0.07%0.38%Q4 2016Q3 202224
Raymond James Financial Services Advisors, Inc. 24240.00%0.03%0.06%Q4 2016Q3 202224
Wolf Group Capital Advisors 24240.12%0.19%0.26%Q4 2016Q3 202224
WELLS FARGO & COMPANY/MN 24240.00%0.01%0.01%Q4 2016Q3 202224
TRUST CO OF VIRGINIA /VA 1760.02%0.05%0.08%Q4 2016Q3 202223
AMERIPRISE FINANCIAL INC 23230.00%0.00%0.01%Q1 2017Q3 202223
PNC FINANCIAL SERVICES GROUP, INC. 23230.00%0.00%0.00%Q1 2017Q3 202223
RAYMOND JAMES & ASSOCIATES 23230.00%0.01%0.02%Q1 2017Q3 202223
Exchange Capital Management, Inc. 22220.02%0.25%0.36%Q2 2017Q3 202222
LYELL WEALTH MANAGEMENT, LP 22220.38%0.79%1.03%Q2 2017Q3 202222
LEAVELL INVESTMENT MANAGEMENT, INC. 22220.06%0.46%0.80%Q2 2017Q3 202222
HighTower Advisors, LLC 22220.06%0.07%0.19%Q2 2017Q3 202222
Baird Financial Group, Inc. 1920.00%0.01%0.01%Q3 2016Q2 202221
MCF Advisors LLC 1830.00%0.20%0.34%Q2 2017Q3 202221
Roble, Belko & Company, Inc 21210.05%0.08%0.11%Q3 2017Q3 202221
CENTRAL TRUST Co 20200.15%0.38%0.63%Q4 2017Q3 202220
Bellecapital International Ltd. 20200.26%0.69%1.22%Q4 2017Q3 202220
BENJAMIN F. EDWARDS & COMPANY, INC. 20200.00%0.29%0.67%Q4 2017Q3 202220
Cypress Wealth Services, LLC 20200.09%0.12%0.16%Q4 2017Q3 202220
Stratos Wealth Partners, LTD. 20200.01%0.28%0.51%Q4 2017Q3 202220
BlackRock Inc. 1550.00%0.00%0.00%Q1 2017Q3 202220
STIFEL FINANCIAL CORP 20200.00%0.02%0.04%Q4 2017Q3 202220
JANE STREET GROUP, LLC 910.00%0.01%0.02%Q4 2015Q3 202220
Murphy, Middleton, Hinkle & Parker, Inc. 20200.78%1.59%2.29%Q4 2017Q3 202220
Signature Wealth Management Group 20201.41%1.89%2.56%Q4 2017Q3 202220
Archford Capital Strategies, LLC 1910.01%0.33%0.80%Q1 2017Q3 202220
COMMONWEALTH EQUITY SERVICES, LLC 20200.00%0.02%0.03%Q4 2017Q3 202220
IFP Advisors, Inc 1110.00%0.00%0.00%Q4 2015Q2 202120
OPTIMUM INVESTMENT ADVISORS 20200.00%0.00%0.01%Q1 2018Q4 202220
Camelot Portfolios, LLC 20200.21%1.33%2.49%Q4 2016Q3 202120
AlphaMark Advisors, LLC 19190.06%1.87%3.54%Q1 2018Q3 202219
Cambridge Investment Research Advisors, Inc. 1630.00%0.01%0.02%Q2 2017Q3 202219
BerganKDV Wealth Management, LLC 19190.09%1.22%4.73%Q1 2018Q3 202219
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19190.00%0.02%0.02%Q1 2018Q3 202219
Segment Wealth Management, LLC 19190.03%0.04%0.06%Q1 2018Q3 202219
Trust Co 920.00%0.70%1.96%Q3 2016Q3 202219
American Portfolios Advisors 19190.04%0.06%0.10%Q1 2018Q3 202219
Steward Partners Investment Advisory, LLC 18180.00%0.01%0.02%Q2 2018Q3 202218
Timber Creek Capital Management LLC 18180.03%0.60%1.04%Q2 2017Q3 202118
Sandy Spring Bank 18180.03%0.20%0.30%Q2 2018Q3 202218
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1040.03%0.11%0.34%Q4 2017Q3 202218
Cetera Advisors LLC 1710.01%0.03%0.06%Q1 2018Q3 202218
RITHOLTZ WEALTH MANAGEMENT 18180.10%0.35%0.54%Q2 2018Q3 202218
SMITH, MOORE & CO. 18180.05%0.08%0.12%Q1 2018Q2 202218
Fieldpoint Private Securities, LLC 17170.18%0.28%0.38%Q2 2018Q2 202217
SIGMA INVESTMENT COUNSELORS INC 17170.03%1.38%1.69%Q3 2018Q3 202217
Hilltop Holdings Inc. 1070.03%0.14%0.26%Q1 2018Q3 202217
CAPITAL ADVISORS INC/OK 1610.01%2.35%4.66%Q4 2016Q1 202117
CWM, LLC 1340.00%0.00%0.01%Q2 2018Q3 202217
D.A. DAVIDSON & CO. 1430.00%0.02%0.03%Q4 2016Q3 202217
Patten Group, Inc. 1250.05%0.12%0.20%Q2 2017Q3 202217
Proficio Capital Partners LLC 17170.02%0.12%0.35%Q4 2015Q4 201917
Country Club Trust Company, n.a. 910.02%0.03%0.04%Q2 2016Q3 202117
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 17170.00%0.00%0.01%Q3 2018Q3 202217
Matthew Goff Investment Advisor, LLC 17170.09%2.61%4.24%Q3 2017Q3 202117
Laurel Wealth Advisors LLC 16160.44%0.56%0.74%Q4 2018Q3 202216
Cedar Brook Financial Partners, LLC 16160.10%0.18%0.29%Q4 2018Q3 202216
Tillar-Wenstrup Advisors, LLC 820.23%3.31%4.78%Q1 2018Q3 202216
LADENBURG THALMANN FINANCIAL SERVICES INC. 16160.00%0.00%0.01%Q1 2016Q4 201916
First Fiduciary Investment Counsel, Inc. 16160.18%0.61%3.27%Q4 2018Q3 202216
Guidance Point Advisors, LLC 16160.50%1.18%1.97%Q4 2018Q3 202216
Jackson Hole Capital Partners, LLC 16160.12%0.24%0.48%Q4 2018Q3 202216
Beacon Pointe Advisors, LLC 16160.03%0.23%0.62%Q4 2018Q3 202216
HM PAYSON & CO 1510.02%0.05%0.07%Q3 2018Q3 202216
Princeton Global Asset Management LLC 16160.22%0.82%1.42%Q4 2018Q3 202216
Covington Investment Advisors Inc. 16160.11%0.14%0.17%Q4 2018Q3 202216
Asset Dedication, LLC 16160.03%0.67%1.39%Q4 2018Q3 202216
Brookstone Capital Management 16160.01%0.13%0.46%Q1 2016Q4 201916
Vivaldi Capital Management LP 16160.10%0.24%1.24%Q4 2018Q3 202216
MML INVESTORS SERVICES, LLC 16160.00%0.01%0.04%Q4 2018Q3 202216
Rockefeller Capital Management L.P. 15150.00%0.00%0.00%Q1 2019Q3 202215
BENJAMIN EDWARDS INC 15150.08%0.16%0.33%Q1 2019Q3 202215
WRAPMANAGER INC 15150.14%0.61%0.80%Q1 2018Q3 202115
Cetera Advisor Networks LLC 1110.00%0.01%0.01%Q3 2018Q3 202215
RVW Wealth, LLC 15151.98%2.97%4.14%Q1 2019Q3 202215
WealthOne, LLC 15150.22%0.33%0.48%Q1 2019Q3 202215
J. L. Bainbridge & Co., Inc. 15150.15%0.27%0.40%Q1 2019Q3 202215
Bank of New York Mellon Corp 15150.00%0.00%0.00%Q1 2019Q3 202215
Valeo Financial Advisors, LLC 1310.00%0.02%0.04%Q1 2018Q1 202214
Parallel Advisors, LLC 14140.00%0.00%0.01%Q3 2018Q4 202114
Fragasso Group Inc. 14140.03%1.69%3.12%Q2 2018Q3 202114
FinTrust Capital Advisors, LLC 14140.03%0.25%0.46%Q2 2019Q3 202214
AFT, FORSYTH & COMPANY, INC. 1130.11%0.21%0.36%Q1 2018Q3 202214
FORVIS Wealth Advisors, LLC 14140.04%0.06%0.10%Q2 2019Q3 202214
BAINCO INTERNATIONAL INVESTORS 1310.02%0.08%0.10%Q1 2017Q4 202014
MV CAPITAL MANAGEMENT, INC. 14141.14%2.42%3.50%Q2 2019Q3 202214
Sound View Wealth Advisors Group, LLC 14140.20%1.37%2.09%Q2 2019Q3 202214
WOLVERINE TRADING, LLC 630.00%0.00%0.01%Q3 2016Q2 202114
IFG Advisory, LLC 14140.02%0.08%0.36%Q2 2019Q3 202214
SONATA CAPITAL GROUP INC 14141.04%2.22%2.94%Q2 2019Q3 202214
Cornerstone Wealth Management, LLC 1010.01%0.03%0.04%Q2 2018Q1 202213
FULTON BREAKEFIELD BROENNIMAN LLC 13130.29%0.41%0.48%Q3 2019Q3 202213
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q2 2016Q3 202213
Aptus Capital Advisors, LLC 13131.14%2.82%4.31%Q4 2018Q4 202113
Sound Income Strategies, LLC 13130.00%0.01%0.04%Q1 2018Q1 202113
MONECO Advisors, LLC 1120.16%0.38%0.64%Q2 2019Q3 202213
Gradient Investments LLC 13130.00%0.16%0.38%Q4 2017Q4 202013
Pinnacle Bancorp, Inc. 13130.03%0.06%0.08%Q4 2018Q4 202113
MERCER GLOBAL ADVISORS INC /ADV 13130.01%0.02%0.04%Q3 2019Q3 202213
Financial Gravity Asset Management, Inc. 530.00%0.21%0.48%Q1 2018Q3 202213
Front Row Advisors LLC 13130.00%0.02%0.06%Q3 2019Q3 202213
Capital Advisors, Ltd. LLC 13130.00%0.01%0.04%Q3 2019Q3 202213
Peloton Wealth Strategists 1210.45%1.28%1.74%Q2 2019Q3 202213
Krilogy Financial LLC 930.05%0.39%0.56%Q1 2019Q3 202212
Courage Miller Partners, LLC 12120.14%0.21%0.32%Q4 2019Q3 202212
Ledyard National Bank 12120.00%0.00%0.01%Q1 2016Q4 201812
Kathmere Capital Management, LLC 12120.08%0.11%0.19%Q4 2019Q3 202212
PFG Private Wealth Management, LLC 12122.60%3.52%4.51%Q4 2019Q3 202212
Rehmann Capital Advisory Group 820.02%0.07%0.15%Q2 2018Q4 202112
Clear Harbor Asset Management, LLC 12120.02%0.25%0.57%Q4 2019Q3 202212
NovaPoint Capital, LLC 12120.54%2.51%6.03%Q4 2019Q3 202212
QUEST CAPITAL MANAGEMENT INC /ADV 12120.19%0.25%0.35%Q1 2019Q4 202112
TRUIST FINANCIAL CORP 12120.00%0.01%0.04%Q4 2019Q3 202212
Stokes Family Office, LLC 12120.05%0.12%0.20%Q4 2019Q3 202212
Norway Savings Bank 12120.09%0.13%0.17%Q4 2019Q3 202212
Advisor Group, Inc. 12120.00%0.00%0.01%Q1 2017Q4 201912
FMR LLC 810.00%0.00%0.00%Q3 2018Q2 202212
ARROW FINANCIAL CORP 12120.08%0.29%1.12%Q4 2019Q3 202212
AlphaCore Capital LLC 12120.06%0.09%0.15%Q4 2019Q3 202212
Venture Visionary Partners LLC 12120.08%0.61%1.00%Q4 2019Q3 202212
CAPTRUST FINANCIAL ADVISORS 1110.00%0.02%0.04%Q3 2019Q3 202212
Northstar Group, Inc. 12120.26%0.45%0.56%Q4 2019Q3 202212
Chesley Taft & Associates LLC 11110.02%0.03%0.04%Q1 2020Q3 202211
First National Bank of South Miami 11110.09%0.55%0.72%Q1 2020Q3 202211
NEXT Financial Group, Inc 610.01%0.02%0.03%Q4 2018Q4 202111
HARVEY CAPITAL MANAGEMENT INC 920.19%0.47%0.66%Q1 2019Q4 202111
TD Capital Management LLC 1010.01%0.01%0.01%Q3 2019Q3 202211
EP Wealth Advisors, LLC 830.09%0.13%0.23%Q4 2019Q3 202211
OLD MISSION CAPITAL LLC 410.01%0.10%0.47%Q2 2018Q3 202211
OSAIC HOLDINGS, INC. 11110.00%0.01%0.01%Q1 2020Q3 202211
NewEdge Advisors, LLC 920.02%0.25%0.45%Q1 2018Q3 202211
Private Capital Group, LLC 11110.02%0.16%0.22%Q4 2019Q2 202211
REGIONS FINANCIAL CORP 11110.01%0.01%0.01%Q1 2020Q3 202211
Citadel Advisors 410.00%0.00%0.01%Q2 2016Q3 202211
Advisory Services Network, LLC 410.00%0.01%0.01%Q2 2019Q3 202211
Praetorian Wealth Management, Inc. 10100.80%0.97%1.28%Q2 2020Q3 202210
Strategic Wealth Partners Group, LLC 550.06%0.08%0.11%Q1 2020Q3 202210
Retirement Group, LLC 910.00%0.01%0.03%Q4 2019Q2 202210
Kovack Advisors, Inc. 730.02%0.04%0.06%Q4 2019Q3 202210
Wealthquest Corp 820.04%0.33%0.75%Q3 2019Q1 202210
WJ Wealth Management, LLC 630.01%1.52%4.34%Q4 2019Q3 202210
American Family Insurance Mutual Holding Co 10100.04%0.20%0.71%Q4 2019Q1 202210
Cribstone Capital Management, LLC 10101.74%2.59%3.42%Q2 2020Q3 202210
MATTERN CAPITAL MANAGEMENT, LLC 10100.04%0.05%0.07%Q2 2020Q3 202210
STEPHENS INC /AR/ 910.01%0.02%0.03%Q4 2019Q3 202210
HUNTINGTON NATIONAL BANK 10100.00%0.00%0.01%Q2 2021Q3 202310
Sowa Financial Group, Inc. 10100.12%0.14%0.17%Q4 2019Q1 202210
Kestra Advisory Services, LLC 990.01%0.06%0.17%Q3 2020Q3 20229
Capital Asset Advisory Services LLC 990.00%0.01%0.02%Q4 2019Q4 20219
ASSOCIATED BANC-CORP 630.02%0.05%0.07%Q2 2020Q3 20229
Buffington Mohr McNeal 990.08%0.09%0.12%Q3 2020Q3 20229
FAS Wealth Partners, Inc. 990.00%0.00%0.00%Q4 2019Q4 20219
Bay Rivers Group 990.98%1.85%2.64%Q3 2020Q3 20229
CIBC Private Wealth Group, LLC 410.00%0.00%0.00%Q1 2020Q3 20229
JPMORGAN CHASE & CO 990.00%0.00%0.00%Q1 2020Q1 20229
SECURITY NATIONAL TRUST CO 990.01%0.01%0.02%Q3 2019Q3 20219
GREAT LAKES ADVISORS, LLC 990.01%0.01%0.02%Q2 2016Q2 20189
Integrated Wealth Concepts LLC 720.01%0.02%0.03%Q3 2019Q4 20219
BLAIR WILLIAM & CO/IL 990.00%0.00%0.01%Q3 2020Q3 20229
PINNACLE ASSOCIATES LTD 990.01%0.01%0.01%Q3 2020Q3 20229
Resonant Capital Advisors, LLC 990.04%0.19%0.60%Q4 2019Q4 20219
Strid Group, LLC 990.30%0.87%1.68%Q3 2020Q3 20229
Allworth Financial LP 880.05%0.08%0.14%Q4 2020Q3 20228
Northwest Bancshares, Inc. 880.04%0.48%0.82%Q2 2020Q1 20228
Madden Advisory Services, Inc. 880.30%2.63%4.08%Q4 2020Q3 20228
Kesler, Norman & Wride, LLC 880.97%1.07%1.17%Q4 2020Q3 20228
Klaas Financial Asset Advisors, LLC 880.06%0.28%0.40%Q4 2020Q3 20228
SPINNAKER TRUST 880.02%0.05%0.07%Q4 2020Q3 20228
CGN Advisors LLC 880.08%0.36%0.48%Q4 2020Q3 20228
Windsor Capital Management, LLC 880.07%0.47%1.73%Q4 2020Q3 20228
Financial Advocates Investment Management 620.02%0.02%0.03%Q2 2020Q3 20228
Guidant Wealth Advisors 440.32%1.12%1.81%Q3 2016Q3 20198
Belpointe Asset Management LLC 880.06%0.07%0.08%Q4 2020Q3 20228
Laidlaw Wealth Management LLC 880.06%0.09%0.16%Q3 2020Q2 20228
BRANDYWINE OAK PRIVATE WEALTH LLC 710.02%0.30%2.06%Q4 2018Q1 20218
THRIVENT FINANCIAL FOR LUTHERANS 880.00%0.00%0.00%Q4 2020Q3 20228
Wealthspire Advisors, L.P. 880.00%0.00%0.00%Q2 2017Q1 20198
CARY STREET PARTNERS ASSET MANAGEMENT LLC 880.20%0.25%0.32%Q4 2020Q3 20228
Wells Financial Advisors INC 880.62%0.79%0.88%Q4 2020Q3 20228
ALTERNA WEALTH MANAGEMENT, INC 880.87%1.85%2.58%Q1 2019Q4 20208
MEEDER ASSET MANAGEMENT INC 880.00%0.00%0.00%Q3 2020Q2 20228
Charter Oak Capital Management, LLC 880.22%0.27%0.32%Q4 2020Q3 20228
Relative Value Partners Group, LLC 770.06%0.87%1.85%Q1 2021Q3 20227
FLAGSHIP HARBOR ADVISORS, LLC 770.01%0.01%0.02%Q1 2019Q3 20207
MSI Financial Services Inc 770.00%0.00%0.00%Q2 2015Q4 20167
DEUTSCHE BANK AG\ 770.00%0.00%0.00%Q4 2019Q2 20217
4Thought Financial Group Inc. 770.06%0.18%0.28%Q1 2021Q3 20227
PARK AVENUE SECURITIES LLC 510.00%0.04%0.12%Q1 2020Q3 20227
Virtu KCG Holdings LLC 770.00%0.02%0.03%Q3 2015Q1 20177
Ameritas Investment Company, LLC 310.00%0.02%0.03%Q4 2018Q3 20217
Bradley & Co. Private Wealth Management, LLC 770.12%0.27%0.40%Q1 2021Q3 20227
Freedom Investment Management, Inc. 770.03%0.15%0.34%Q1 2021Q3 20227
Paradigm, Strategies in Wealth Management, LLC 7710.78%12.23%13.30%Q1 2021Q3 20227
ARCADIA INVESTMENT MANAGEMENT CORP/MI 770.11%0.14%0.17%Q1 2021Q3 20227
COLTON GROOME FINANCIAL ADVISORS, LLC 770.16%0.19%0.22%Q1 2021Q3 20227
Karn, Couzens & Associates, Inc. 660.39%0.82%1.05%Q4 2020Q1 20226
Blue Barn Wealth, LLC 660.17%0.24%0.32%Q2 2021Q3 20226
BB&T SECURITIES, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
Kingsview Wealth Management, LLC 420.01%0.01%0.02%Q1 2021Q3 20226
Prosperity Planning, Inc. 660.02%0.03%0.04%Q1 2021Q2 20226
CITIGROUP INC 310.00%0.00%0.00%Q4 2019Q3 20226
Rockbridge Investment Management, LCC 660.01%0.01%0.02%Q3 2020Q4 20216
Claret Asset Management Corp 660.05%0.08%0.09%Q4 2019Q1 20216
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 660.03%0.04%0.04%Q3 2020Q4 20216
Geneva Partners, LLC 510.18%0.38%0.53%Q2 2016Q3 20186
Commonwealth Equity Services, Inc 660.00%0.00%0.00%Q2 2016Q3 20176
Meridian Wealth Partners, LLC 660.02%0.03%0.03%Q4 2019Q1 20216
Frontier Wealth Management LLC 660.02%0.02%0.04%Q3 2020Q4 20216
HARBOUR INVESTMENTS, INC. 420.00%0.00%0.01%Q1 2021Q3 20226
GODSEY & GIBB, INC 660.30%0.47%0.66%Q4 2019Q1 20216
Lenox Wealth Management, Inc. 660.22%0.44%0.53%Q2 2017Q3 20186
CFS Investment Advisory Services, LLC 510.14%0.21%0.28%Q4 2020Q3 20226
Mascoma Wealth Management LLC 510.01%0.01%0.02%Q1 2021Q3 20226
StoneX Group Inc. 550.14%0.30%0.39%Q4 2020Q4 20215
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 210.02%0.08%0.20%Q3 2020Q3 20225
Lido Advisors, LLC 550.03%0.05%0.07%Q2 2020Q2 20215
Eldridge Investment Advisors, Inc. 550.08%0.11%0.14%Q3 2021Q3 20225
KESTRA PRIVATE WEALTH SERVICES, LLC 410.02%0.02%0.04%Q3 2020Q3 20225
FIFTH THIRD BANCORP 320.00%0.00%0.00%Q2 2017Q2 20205
ASPIRIANT, LLC 550.23%0.25%0.28%Q3 2018Q3 20195
STUDIO INVESTMENT MANAGEMENT LLC 550.02%0.49%0.86%Q3 2021Q3 20225
CIBC BANK USA 550.04%0.04%0.04%Q4 2018Q4 20195
RAYMOND JAMES TRUST N.A. 320.01%0.01%0.01%Q2 2019Q4 20215
Integrated Wealth Management 410.03%0.05%0.07%Q4 2015Q1 20175
Beacon Pointe Wealth Advisors, LLC 550.11%0.13%0.16%Q4 2018Q4 20195
Azimuth Capital Management LLC 550.28%0.32%0.35%Q4 2020Q4 20215
BUTENSKY & COHEN FINANCIAL SECURITY, INC 550.00%0.02%0.04%Q2 2016Q2 20175
Bluefin Trading, LLC 210.03%0.16%0.26%Q1 2017Q1 20205
BlackRock Investment Management, LLC 550.00%0.00%0.00%Q4 2015Q4 20165
Ironwood Financial, llc 550.02%0.04%0.08%Q3 2020Q3 20215
American Money Management, LLC 550.32%0.35%0.38%Q3 2021Q3 20225
VIRGINIA WEALTH MANAGEMENT GROUP, INC. 441.60%1.73%1.87%Q4 2021Q3 20224
Cottage Street Advisors LLC 442.24%2.34%2.38%Q1 2019Q4 20194
Strategic Blueprint, LLC 210.01%0.39%0.79%Q3 2019Q3 20224
Pine Haven Investment Counsel, Inc 440.40%0.46%0.51%Q4 2021Q3 20224
Sigma Planning Corp 220.01%0.02%0.03%Q2 2019Q3 20224
WFG Advisors, LP 440.00%0.01%0.01%Q3 2016Q2 20174
Ameritas Advisory Services, LLC 440.01%0.02%0.02%Q4 2021Q3 20224
HB Wealth Management, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
KING LUTHER CAPITAL MANAGEMENT CORP 440.01%0.02%0.02%Q4 2021Q3 20224
CHILDRESS CAPITAL ADVISORS, LLC 440.16%0.17%0.18%Q1 2021Q4 20214
CONSILIO WEALTH ADVISORS, LLC 440.65%0.66%0.68%Q4 2021Q3 20224
USCA RIA LLC 440.05%0.06%0.07%Q4 2016Q3 20174
SUNTRUST BANKS INC 440.00%0.01%0.01%Q4 2018Q3 20194
Stephens Consulting, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
OAK HARBOR WEALTH PARTNERS, LLC 440.02%0.04%0.05%Q4 2021Q3 20224
WealthStone, Inc. 440.10%0.13%0.19%Q2 2020Q1 20214
Atwater Malick LLC 440.10%0.11%0.12%Q3 2021Q2 20224
BUCKINGHAM STRATEGIC PARTNERS, LLC 440.01%0.02%0.04%Q4 2021Q3 20224
CONFLUENCE INVESTMENT MANAGEMENT LLC 310.01%0.02%0.02%Q1 2020Q1 20214
ETFIDEA, LLC 440.37%0.40%0.44%Q4 2021Q3 20224
MADISON INVESTMENT HOLDINGS INC 440.01%0.01%0.02%Q4 2017Q3 20184
Houlihan Financial Resource Group, Ltd. 211.56%1.92%2.26%Q4 2019Q3 20224
WEDBUSH SECURITIES INC 440.01%0.11%0.19%Q4 2021Q3 20224
Main Street Financial Solutions, LLC 440.06%0.07%0.09%Q4 2020Q3 20214
Kovitz Investment Group Partners, LLC 210.02%0.02%0.02%Q3 2020Q4 20213
Worth Asset Management, LLC 330.08%0.09%0.10%Q1 2022Q3 20223
Merit Financial Group, LLC 330.32%0.46%0.65%Q1 2022Q3 20223
Redwood Financial Network Corp 331.27%1.38%1.47%Q1 2022Q3 20223
Global Retirement Partners, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Argent Wealth Management LLC 334.76%5.02%5.51%Q4 2019Q2 20203
Hudock, Inc. 330.00%0.00%0.00%Q2 2020Q4 20203
Legacy CG, LLC 330.14%1.53%2.25%Q4 2021Q2 20223
HARBOR INVESTMENT ADVISORY, LLC 330.01%0.04%0.07%Q1 2022Q3 20223
Great Diamond Partners, LLC 330.08%0.09%0.11%Q3 2020Q1 20213
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
LITTLE HOUSE CAPITAL LLC 330.39%0.42%0.44%Q2 2021Q4 20213
Financial Gravity Companies, Inc. 210.03%0.04%0.05%Q4 2017Q4 20183
First Horizon Advisors, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
SHAKESPEARE WEALTH MANAGEMENT, INC. 330.23%0.25%0.27%Q2 2019Q4 20193
Essex Financial Services, Inc. 330.04%0.04%0.05%Q4 2020Q2 20213
BOKF, NA 220.01%0.01%0.02%Q3 2017Q4 20172
PRIVATE TRUST CO NA 220.01%0.01%0.01%Q2 2022Q3 20222
Horizons Wealth Management 220.01%0.01%0.01%Q2 2022Q3 20222
Prime Capital Investment Advisors, LLC 220.02%0.03%0.03%Q2 2021Q3 20212
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2019Q4 20212
MATHER GROUP, LLC. 220.02%0.02%0.04%Q2 2020Q3 20202
TCG Advisors, LP 220.01%0.01%0.01%Q1 2019Q2 20192
Homrich & Berg 220.01%0.01%0.01%Q2 2021Q3 20212
FDx Advisors, Inc. 220.01%0.01%0.02%Q4 2017Q1 20182
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q1 2018Q2 20182
Sound View Wealth Advisors, LLC 220.36%0.58%0.80%Q4 2018Q1 20192
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q2 2019Q3 20212
BRASADA CAPITAL MANAGEMENT, LP 220.21%0.21%0.21%Q4 2021Q1 20222
BLUE SQUARE ASSET MANAGEMENT, LLC 220.58%0.98%1.38%Q2 2022Q3 20222
Greenfield Savings Bank 221.11%1.18%1.24%Q2 2022Q3 20222
Choate Investment Advisors 220.03%0.03%0.03%Q2 2022Q3 20222
Dorsey & Whitney Trust CO LLC 220.04%0.05%0.07%Q2 2022Q3 20222
Glenview Trust Co 220.03%0.12%0.20%Q2 2022Q3 20222
Creative Planning 220.00%0.00%0.00%Q2 2022Q3 20222
KINGS POINT CAPITAL MANAGEMENT 220.01%0.01%0.01%Q3 2020Q4 20202
InterOcean Capital Group, LLC 220.02%0.04%0.06%Q2 2022Q3 20222
Sequoia Financial Advisors, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Cornerstone Management, Inc. 220.68%0.70%0.72%Q1 2022Q2 20222
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q2 20222
9258 Wealth Management, LLC 220.26%0.48%0.69%Q2 2022Q3 20222
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q4 2021Q1 20222
GREAT VALLEY ADVISOR GROUP, INC. 220.01%0.01%0.01%Q2 2022Q3 20222
Sowell Financial Services LLC 110.00%0.02%0.04%Q4 2016Q1 20212
OneDigital Investment Advisors LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Willow Creek Wealth Management Inc. 220.04%0.04%0.04%Q2 2022Q3 20222
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
SECURITY ASSET MANAGEMENT 220.52%0.53%0.53%Q1 2019Q2 20192
VALLEY WEALTH MANAGERS, INC. 220.02%0.03%0.03%Q2 2022Q3 20222
Journey Advisory Group, LLC 220.08%0.08%0.08%Q2 2022Q3 20222
LifeSteps Financial, Inc. 222.25%2.54%2.84%Q4 2019Q1 20202
SWMG, LLC 110.18%0.23%0.29%Q1 2022Q3 20222
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 220.01%0.02%0.02%Q1 2021Q2 20212
UMB Bank, n.a. 220.00%0.00%0.00%Q2 2022Q3 20222
Vigilant Capital Management, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Equitable Holdings, Inc. 220.01%0.01%0.01%Q2 2022Q3 20222
AVANTAX ADVISORY SERVICES, INC. 220.01%0.02%0.04%Q2 2022Q3 20222
Blue Trust, Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
Ancora Advisors LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Willingdon Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2020Q2 20201
RiverGlades Family Offices LLC 114.00%4.00%4.00%Q4 2018Q4 20181
Curi Wealth Management, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Advisors Capital Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
FLOW TRADERS U.S. LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Comprehensive Financial Consultants Institutional, Inc. 110.11%0.11%0.11%Q4 2021Q4 20211
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
TOBIAS FINANCIAL ADVISORS, INC. 111.55%1.55%1.55%Q4 2021Q4 20211
Stratos Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
PYA Waltman Capital, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Choice Wealth Advisors, LLC 110.68%0.68%0.68%Q2 2022Q2 20221
HMS Capital Management, LLC 110.04%0.04%0.04%Q2 2019Q2 20191
Lumature Wealth Partners, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Rinkey Investments 110.18%0.18%0.18%Q4 2021Q4 20211
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
Integrated Advisors Network LLC 110.03%0.03%0.03%Q2 2020Q2 20201
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Atria Investments, Inc 110.02%0.02%0.02%Q1 2022Q1 20221
Carnegie Capital Asset Management, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Oak Asset Management, LLC 110.30%0.30%0.30%Q2 2022Q2 20221
Garrett Wealth Advisory Group, LLC 110.08%0.08%0.08%Q3 2019Q3 20191
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
J.W. COLE ADVISORS, INC. 110.03%0.03%0.03%Q3 2022Q3 20221
Marshall Financial Group LLC 110.08%0.08%0.08%Q1 2022Q1 20221
SYM FINANCIAL Corp 110.01%0.01%0.01%Q3 2021Q3 20211
Tuttle Capital Management, LLC 110.18%0.18%0.18%Q2 2021Q2 20211
Truadvice, LLC 110.44%0.44%0.44%Q3 2022Q3 20221
Renaissance Technologies 110.00%0.00%0.00%Q3 2022Q3 20221
Octavia Wealth Advisors, LLC 110.11%0.11%0.11%Q1 2022Q1 20221
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2022Q1 20221
Bridgeworth, LLC 110.03%0.03%0.03%Q2 2018Q2 20181
Centennial Wealth Advisory LLC 110.57%0.57%0.57%Q4 2020Q4 20201
Wealthspire Advisors, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Legacy Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
PRW Wealth Management LLC 110.19%0.19%0.19%Q2 2021Q2 20211
Altium Wealth Management LLC 110.09%0.09%0.09%Q4 2017Q4 20171
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q4 2017Q4 20171
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q1 20221
Almanack Investment Partners, LLC. 110.18%0.18%0.18%Q3 2022Q3 20221
First Heartland Consultants, Inc. 110.28%0.28%0.28%Q3 2022Q3 20221
SEI INVESTMENTS CO 110.00%0.00%0.00%Q4 2017Q4 20171
AdvisorNet Financial, Inc 110.00%0.00%0.00%Q3 2022Q3 20221
Sonora Investment Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
OmniStar Financial Group, Inc. 110.02%0.02%0.02%Q1 2020Q1 20201
WealthTrust Fairport, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Independent Advisor Alliance 110.02%0.02%0.02%Q4 2019Q4 20191
ADVISOR CONSULTANT NETWORK INC 110.04%0.04%0.04%Q3 2016Q3 20161
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q3 2022Q3 20221
MBE Wealth Management, LLC 110.13%0.13%0.13%Q1 2020Q1 20201
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q3 2019Q3 20191
1ST SOURCE BANK 110.02%0.02%0.02%Q4 2020Q4 20201
STRINGER ASSET MANAGEMENT, LLC 110.29%0.29%0.29%Q4 2017Q4 20171
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
LEO BROKERAGE, LLC 110.40%0.40%0.40%Q2 2022Q2 20221
PFG Advisors 110.06%0.06%0.06%Q3 2021Q3 20211
Moloney Securities Asset Management, LLC 111.29%1.29%1.29%Q3 2022Q3 20221
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
External links

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