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 33330.00%0.01%0.03%Q3 2015Q3 202333
MORGAN STANLEY 32320.00%0.00%0.01%Q4 2015Q3 202332
UNITED CAPITAL FINANCIAL ADVISORS, LLC 32320.02%0.05%0.11%Q4 2015Q3 202332
ROYAL BANK OF CANADA 3110.00%0.00%0.01%Q3 2015Q3 202332
US BANCORP \DE\ 30300.00%0.03%0.07%Q2 2016Q3 202330
Capital Investment Advisors, LLC 29290.33%1.06%1.71%Q4 2016Q4 202329
Mariner, LLC 29290.01%0.04%0.12%Q3 2016Q3 202329
LPL Financial LLC 29290.00%0.01%0.04%Q3 2016Q3 202329
Avantax Planning Partners, Inc. 28280.02%0.03%0.06%Q4 2016Q3 202328
WELLS FARGO & COMPANY/MN 28280.00%0.01%0.01%Q4 2016Q3 202328
Raymond James Financial Services Advisors, Inc. 27270.00%0.03%0.07%Q1 2017Q3 202327
IFP Advisors, Inc 17100.00%0.04%0.27%Q3 2016Q3 202327
CAPITAL ADVISORS INC/OK 15120.42%2.33%3.59%Q4 2016Q3 202327
Gateway Advisory, LLC 27271.56%2.36%5.90%Q1 2017Q3 202327
Anchor Investment Management, LLC 27270.00%0.00%0.01%Q2 2017Q4 202327
Exchange Capital Management, Inc. 26260.02%0.25%0.38%Q2 2017Q3 202326
RAYMOND JAMES & ASSOCIATES 26260.00%0.00%0.01%Q2 2017Q3 202326
AMERIPRISE FINANCIAL INC 26260.00%0.00%0.02%Q2 2017Q3 202326
BlackRock Inc. 1510.00%0.00%0.00%Q4 2015Q3 202325
ENVESTNET ASSET MANAGEMENT INC 2140.00%0.01%0.04%Q4 2015Q3 202325
Bank of New York Mellon Corp 24240.00%0.00%0.00%Q4 2017Q3 202324
BENJAMIN F. EDWARDS & COMPANY, INC. 24240.00%0.26%0.56%Q4 2017Q3 202324
Front Row Advisors LLC 24240.03%0.06%0.08%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.03%Q4 2017Q3 202324
Archford Capital Strategies, LLC 2310.01%0.33%0.51%Q1 2017Q3 202324
CENTRAL TRUST Co 24240.09%0.31%0.47%Q4 2017Q3 202324
JANE STREET GROUP, LLC 910.00%0.00%0.02%Q4 2015Q3 202324
STIFEL FINANCIAL CORP 23230.00%0.02%0.06%Q1 2018Q3 202323
TLWM 23231.57%3.12%4.94%Q1 2018Q3 202323
Private Advisor Group, LLC 1810.00%0.01%0.03%Q3 2016Q3 202323
WRAPMANAGER INC 23230.14%0.63%0.83%Q1 2018Q3 202323
Signature Wealth Management Group 23230.06%1.96%3.82%Q4 2017Q2 202323
Wolf Group Capital Advisors 2210.11%0.20%0.27%Q4 2016Q4 202223
Murphy, Middleton, Hinkle & Parker, Inc. 22220.45%0.53%0.62%Q2 2018Q3 202322
Day & Ennis, LLC 22220.38%1.25%1.92%Q2 2018Q3 202322
Cypress Wealth Services, LLC 22220.08%0.10%0.15%Q4 2017Q1 202322
Segment Wealth Management, LLC 1480.04%0.06%0.11%Q1 2018Q3 202322
MCF Advisors LLC 1230.00%0.31%1.17%Q4 2017Q3 202322
TRUST CO OF VIRGINIA /VA 22220.02%0.04%0.06%Q2 2018Q3 202322
Sandy Spring Bank 22220.02%0.24%0.36%Q2 2018Q3 202322
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2010.00%0.00%0.01%Q1 2018Q3 202321
BerganKDV Wealth Management, LLC 21210.05%0.07%0.10%Q2 2018Q2 202321
SIGMA INVESTMENT COUNSELORS INC 21210.03%1.57%2.30%Q3 2018Q3 202321
CWM, LLC 1380.00%0.00%0.04%Q2 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
Laurel Wealth Advisors LLC 20200.03%0.32%0.64%Q4 2018Q3 202320
Pinnacle Bancorp, Inc. 20200.01%0.05%0.16%Q4 2018Q3 202320
Covington Investment Advisors Inc. 20200.12%0.17%0.30%Q4 2018Q3 202320
RVW Wealth, LLC 20200.13%2.22%3.37%Q1 2019Q4 202320
Steward Partners Investment Advisory, LLC 1820.00%0.00%0.01%Q2 2018Q3 202320
Jackson Hole Capital Partners, LLC 20200.14%0.25%0.46%Q4 2018Q3 202320
Asset Dedication, LLC 20200.02%0.21%0.34%Q4 2018Q3 202320
Roble, Belko & Company, Inc 20200.05%0.08%0.11%Q4 2018Q3 202320
E&G Advisors, LP 19190.08%0.11%0.15%Q1 2019Q3 202319
Janney Montgomery Scott LLC 19190.01%0.03%0.04%Q1 2019Q3 202319
Lee Financial Co 1810.08%0.17%0.23%Q2 2018Q3 202319
American Portfolios Advisors 19190.00%0.02%0.05%Q1 2018Q3 202219
Krilogy Financial LLC 19190.13%0.38%0.58%Q1 2019Q3 202319
HighTower Advisors, LLC 1810.00%0.03%0.06%Q4 2017Q3 202319
Cetera Advisors LLC 19190.01%0.03%0.05%Q1 2019Q3 202319
BENJAMIN EDWARDS INC 19190.08%0.44%1.64%Q1 2019Q3 202319
Sound View Wealth Advisors Group, LLC 18180.34%1.82%2.75%Q2 2019Q3 202318
Peloton Wealth Strategists 18180.31%1.91%2.89%Q2 2019Q3 202318
Cambridge Investment Research Advisors, Inc. 18180.00%0.01%0.02%Q2 2019Q3 202318
FORVIS Wealth Advisors, LLC 18180.01%0.03%0.05%Q2 2019Q3 202318
FinTrust Capital Advisors, LLC 18180.03%0.79%1.29%Q2 2019Q3 202318
CITIGROUP INC 1030.00%0.00%0.00%Q3 2016Q3 202317
Fieldpoint Private Securities, LLC 17170.15%0.23%0.30%Q2 2018Q2 202217
Citadel Advisors 1010.00%0.00%0.00%Q3 2016Q3 202317
FULTON BREAKEFIELD BROENNIMAN LLC 16160.03%0.39%0.64%Q4 2019Q3 202316
AlphaMark Advisors, LLC 16160.00%0.04%0.36%Q4 2019Q3 202316
Stokes Family Office, LLC 16160.10%0.17%0.32%Q4 2019Q3 202316
ARROW FINANCIAL CORP 16160.01%0.47%1.31%Q4 2019Q3 202316
PFG Private Wealth Management, LLC 16162.54%4.08%6.99%Q4 2019Q3 202316
CAPTRUST FINANCIAL ADVISORS 16160.01%0.01%0.03%Q4 2019Q3 202316
Knights of Columbus Asset Advisors LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
PNC FINANCIAL SERVICES GROUP, INC. 970.00%0.00%0.00%Q2 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.02%Q4 2019Q3 202316
JPMORGAN CHASE & CO 16160.00%0.00%0.00%Q4 2019Q3 202316
NovaPoint Capital, LLC 16160.39%0.96%1.38%Q4 2019Q3 202316
LADENBURG THALMANN FINANCIAL SERVICES INC. 16160.00%0.00%0.01%Q1 2016Q4 201916
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1420.03%0.08%0.22%Q3 2019Q3 202316
Kathmere Capital Management, LLC 1410.04%0.07%0.09%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.03%Q1 2020Q3 202315
Matthew Goff Investment Advisor, LLC 15150.10%0.49%0.90%Q1 2020Q3 202315
Proficio Capital Partners LLC 15150.02%0.05%0.07%Q4 2015Q2 201915
LYELL WEALTH MANAGEMENT, LP 15150.17%0.55%0.86%Q1 2020Q3 202315
Financial Gravity Asset Management, Inc. 510.00%0.07%0.16%Q1 2018Q3 202315
Geneos Wealth Management Inc. 15150.00%0.00%0.00%Q1 2020Q3 202315
MERCER GLOBAL ADVISORS INC /ADV 15150.01%0.08%0.14%Q1 2020Q3 202315
Kovitz Investment Group Partners, LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
BOSTON ADVISORS LLC 14140.01%0.02%0.03%Q2 2016Q3 201914
First National Bank of South Miami 14140.02%0.16%0.23%Q1 2020Q2 202314
Praetorian Wealth Management, Inc. 14141.10%1.35%1.57%Q2 2020Q3 202314
First Fiduciary Investment Counsel, Inc. 14140.02%0.36%0.53%Q2 2020Q3 202314
MML INVESTORS SERVICES, LLC 1220.00%0.01%0.01%Q4 2017Q3 202314
REGIONS FINANCIAL CORP 14140.00%0.00%0.01%Q2 2020Q3 202314
RITHOLTZ WEALTH MANAGEMENT 14140.04%0.13%0.26%Q2 2020Q3 202314
Aptus Capital Advisors, LLC 851.17%3.03%5.38%Q4 2018Q1 202213
WOLVERINE TRADING, LLC 610.00%0.00%0.01%Q3 2016Q2 202113
VALLEY NATIONAL ADVISERS INC 13130.03%0.05%0.07%Q3 2020Q3 202313
Strategic Wealth Partners Group, LLC 850.00%0.06%0.09%Q1 2020Q2 202313
ASSOCIATED BANC-CORP 1030.02%0.08%0.14%Q2 2020Q3 202313
Princeton Global Asset Management LLC 13130.02%0.20%0.29%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.03%0.11%Q3 2020Q3 202313
CGN Advisors LLC 13130.35%0.52%0.64%Q4 2020Q4 202313
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q1 2016Q2 202113
Mission Creek Capital Partners, Inc. 13130.37%0.58%0.81%Q3 2020Q3 202313
Integrated Wealth Concepts LLC 12120.03%0.04%0.04%Q4 2020Q3 202312
SONATA CAPITAL GROUP INC 12120.17%0.90%1.32%Q4 2020Q3 202312
Wells Financial Advisors INC 12120.31%0.41%0.50%Q4 2020Q3 202312
Advisor Group, Inc. 12120.00%0.00%0.01%Q1 2017Q4 201912
Beacon Pointe Advisors, LLC 750.00%0.05%0.14%Q2 2020Q3 202312
Allworth Financial LP 12120.00%0.02%0.05%Q4 2020Q3 202312
Claret Asset Management Corp 12120.04%0.06%0.09%Q4 2020Q3 202312
MOTCO 12120.00%0.00%0.01%Q4 2020Q3 202312
STEPHENS INC /AR/ 12120.01%0.01%0.01%Q3 2020Q2 202312
Kesler, Norman & Wride, LLC 12120.74%1.02%1.42%Q4 2020Q3 202312
Clean Yield Group 740.00%0.00%0.00%Q2 2019Q1 202211
Bradley & Co. Private Wealth Management, LLC 11110.02%0.59%1.07%Q1 2021Q3 202311
CONFLUENCE INVESTMENT MANAGEMENT LLC 830.03%0.06%0.15%Q1 2018Q3 202311
4Thought Financial Group Inc. 11112.48%2.89%3.12%Q1 2021Q3 202311
AVANTAX ADVISORY SERVICES, INC. 740.00%0.00%0.01%Q4 2020Q3 202311
OLD MISSION CAPITAL LLC 510.02%0.09%0.41%Q1 2019Q2 202311
Norway Savings Bank 11110.02%0.02%0.04%Q2 2020Q4 202211
HUNTINGTON NATIONAL BANK 1010.00%0.00%0.00%Q3 2017Q3 202311
MEITAV INVESTMENT HOUSE LTD 650.02%0.03%0.04%Q4 2020Q3 202311
Rockefeller Capital Management L.P. 1010.00%0.00%0.00%Q4 2020Q3 202311
QUEST CAPITAL MANAGEMENT INC /ADV 11110.05%0.10%0.14%Q2 2019Q4 202111
NEXT Financial Group, Inc 610.00%0.00%0.01%Q4 2018Q4 202111
Motley Fool Wealth Management, LLC 11110.78%1.48%1.95%Q3 2017Q1 202011
GODSEY & GIBB, INC 640.02%0.43%0.88%Q4 2019Q3 202310
Klaas Financial Asset Advisors, LLC 820.02%0.05%0.09%Q4 2020Q2 202310
Belpointe Asset Management LLC 10100.01%0.04%0.06%Q4 2020Q1 202310
FMR LLC 710.00%0.00%0.00%Q1 2019Q3 202310
Mascoma Wealth Management LLC 910.01%0.02%0.03%Q1 2021Q3 202310
IRON Financial LLC 10101.22%2.20%2.68%Q2 2021Q3 202310
CFS Investment Advisory Services, LLC 910.09%0.13%0.19%Q4 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.01%Q1 2021Q3 202310
ARCADIA INVESTMENT MANAGEMENT CORP/MI 10100.08%0.15%0.18%Q2 2021Q3 202310
Creative Planning 10100.00%0.00%0.01%Q2 2021Q3 202310
Atwater Malick LLC 990.13%0.20%0.26%Q3 2021Q3 20239
WOODMONT INVESTMENT COUNSEL LLC 990.11%1.03%1.66%Q3 2021Q3 20239
First Horizon Advisors, Inc. 510.00%0.00%0.00%Q1 2021Q3 20239
Madden Advisory Services, Inc. 990.32%0.51%1.38%Q3 2021Q3 20239
EP Wealth Advisors, LLC 330.01%0.04%0.12%Q4 2019Q3 20239
Bay Rivers Group 990.54%1.23%1.66%Q3 2020Q3 20229
Ranch Capital Advisors Inc. 990.09%0.53%1.02%Q3 2019Q3 20219
D.A. DAVIDSON & CO. 630.00%0.01%0.01%Q4 2016Q4 20219
Sowell Financial Services LLC 630.00%0.08%0.26%Q4 2016Q4 20209
CORDA Investment Management, LLC. 990.10%1.46%2.10%Q2 2021Q2 20239
DAVENPORT & Co LLC 990.00%0.00%0.01%Q4 2019Q4 20219
DEARBORN PARTNERS LLC 810.01%0.02%0.03%Q2 2019Q3 20239
Strid Group, LLC 990.08%0.78%1.32%Q3 2021Q3 20239
Cribstone Capital Management, LLC 990.70%2.22%3.35%Q4 2020Q4 20229
American Money Management, LLC 990.33%0.39%0.49%Q3 2021Q3 20239
Wealthspire Advisors, L.P. 880.00%0.00%0.00%Q2 2017Q1 20198
Avestar Capital, LLC 880.15%0.31%0.48%Q1 2020Q4 20218
Treynor Bancshares, Inc. 880.41%0.48%0.54%Q4 2021Q3 20238
Bank of New Hampshire 880.08%0.09%0.10%Q4 2021Q3 20238
Buffington Mohr McNeal 880.05%1.35%2.30%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.04%0.07%0.08%Q4 2021Q3 20238
CAPITAL ONE FINANCIAL CORP 880.03%0.12%0.39%Q1 2020Q4 20218
IMA Wealth, Inc. 880.89%1.74%2.59%Q4 2021Q3 20238
LEAVELL INVESTMENT MANAGEMENT, INC. 880.07%0.29%0.46%Q4 2021Q3 20238
Comprehensive Financial Consultants Institutional, Inc. 880.12%0.15%0.18%Q4 2021Q3 20238
Main Street Financial Solutions, LLC 880.07%0.09%0.12%Q4 2020Q3 20228
Estate Counselors, LLC 880.02%0.33%0.40%Q4 2019Q3 20218
VIRGINIA WEALTH MANAGEMENT GROUP, INC. 881.58%1.92%2.20%Q4 2021Q3 20238
Advisory Services Network, LLC 310.00%0.00%0.00%Q2 2018Q1 20238
Rehmann Capital Advisory Group 620.00%0.05%0.11%Q1 2019Q4 20218
Windsor Capital Management, LLC 710.07%2.74%3.84%Q3 2021Q3 20238
Sunbelt Securities, Inc. 880.06%0.09%0.14%Q4 2021Q3 20238
Pineno Levin & Ford Asset Management, Inc. 880.25%0.31%0.38%Q1 2020Q4 20218
Cassia Capital Partners, LLC 880.21%0.24%0.29%Q4 2021Q3 20238
BLAIR WILLIAM & CO/IL 880.00%0.00%0.00%Q1 2018Q4 20198
First Allied Advisory Services, Inc. 710.00%0.02%0.02%Q2 2017Q3 20198
Stephens Consulting, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
AMUSSEN HUNSAKER ASSOCIATES LLC 880.06%0.37%0.68%Q2 2020Q1 20228
SPINNAKER TRUST 610.02%0.03%0.09%Q1 2021Q3 20237
THRIVENT FINANCIAL FOR LUTHERANS 310.00%0.00%0.00%Q4 2020Q3 20237
Northwest Bancshares, Inc. 770.24%0.25%0.27%Q1 2022Q3 20237
Ameritas Investment Company, LLC 310.00%0.02%0.03%Q4 2018Q3 20217
Guidant Wealth Advisors 430.05%0.07%0.16%Q4 2016Q3 20197
Cornell Pochily Investment Advisors, Inc. 770.47%0.66%0.83%Q1 2022Q3 20237
Dakota Wealth Management 770.02%0.04%0.07%Q1 2022Q3 20237
FCG ADVISORS, LLC 770.08%0.09%0.09%Q1 2019Q3 20207
Guidance Point Advisors, LLC 770.70%1.23%1.60%Q1 2022Q3 20237
Virtu KCG Holdings LLC 510.01%0.01%0.03%Q2 2015Q2 20177
Redwood Financial Network Corp 771.29%1.44%1.57%Q1 2022Q3 20237
Horizons Wealth Management 770.21%0.22%0.24%Q2 2022Q4 20237
CARY STREET PARTNERS ASSET MANAGEMENT LLC 430.19%0.30%0.45%Q4 2021Q3 20237
Journey Advisory Group, LLC 770.05%0.06%0.09%Q1 2022Q3 20237
InterOcean Capital Group, LLC 660.04%0.12%0.20%Q2 2022Q3 20236
Prosperity Planning, Inc. 660.02%0.03%0.04%Q1 2021Q2 20226
Houlihan Financial Resource Group, Ltd. 510.40%2.41%3.89%Q3 2020Q3 20236
FIRST INTERSTATE BANK 660.03%0.05%0.06%Q2 2022Q3 20236
Azimuth Capital Management LLC 660.22%0.27%0.29%Q4 2020Q1 20226
Mutual Advisors, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 510.02%0.03%0.04%Q2 2020Q3 20236
Summit Asset Management, LLC 662.65%3.31%3.64%Q2 2022Q3 20236
UMB Bank, n.a. 660.00%0.00%0.00%Q2 2022Q3 20236
Newman Dignan & Sheerar, Inc. 660.16%0.30%0.38%Q2 2022Q3 20236
WJ Wealth Management, LLC 550.18%3.00%5.92%Q2 2022Q2 20236
Dorsey & Whitney Trust CO LLC 660.05%0.06%0.06%Q2 2022Q3 20236
WealthTrust Fairport, LLC 660.02%0.03%0.03%Q4 2017Q1 20196
NewEdge Advisors, LLC 660.02%0.40%0.76%Q2 2022Q3 20236
Ameritas Advisory Services, LLC 660.01%0.02%0.02%Q4 2021Q1 20236
Lenox Wealth Management, Inc. 660.22%0.44%0.53%Q2 2017Q3 20186
Trust Co 660.01%0.02%0.04%Q1 2021Q2 20226
PRIVATE TRUST CO NA 660.01%0.02%0.02%Q2 2022Q3 20236
Householder Group Estate & Retirement Specialist, LLC 410.14%0.27%0.35%Q4 2021Q3 20236
Aviance Capital Partners, LLC 661.10%1.21%1.36%Q2 2022Q3 20236
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 660.07%0.11%0.22%Q2 2022Q3 20236
DROMS STRAUSS ADVISORS INC /MO/ /ADV 660.34%0.92%1.11%Q2 2022Q3 20236
BLUE SQUARE ASSET MANAGEMENT, LLC 660.54%0.74%1.37%Q2 2022Q3 20236
Addison Advisors LLC 660.01%0.05%0.09%Q2 2022Q3 20236
VALLEY WEALTH MANAGERS, INC. 660.18%0.20%0.22%Q2 2022Q3 20236
AlphaCore Capital LLC 660.04%0.07%0.10%Q2 2022Q3 20236
Maltin Wealth Management, Inc. 550.63%1.04%1.65%Q2 2022Q2 20235
Integrated Wealth Management 410.03%0.05%0.07%Q4 2015Q1 20175
Element Wealth, LLC 550.04%0.61%0.90%Q3 2022Q3 20235
HARBOR INVESTMENT ADVISORY, LLC 550.02%0.11%0.15%Q3 2022Q3 20235
Stratos Wealth Partners, LTD. 550.10%0.26%0.33%Q3 2022Q3 20235
IFG Advisory, LLC 550.03%0.07%0.14%Q1 2021Q1 20225
GREAT VALLEY ADVISOR GROUP, INC. 550.03%0.04%0.04%Q2 2022Q2 20235
Vigilant Capital Management, LLC 550.00%0.01%0.02%Q2 2022Q2 20235
Prentice Wealth Management LLC 410.02%0.12%0.18%Q1 2021Q2 20225
Global Retirement Partners, LLC 550.02%0.23%0.41%Q3 2022Q3 20235
TimeScale Financial, Inc. 550.01%0.01%0.01%Q2 2019Q2 20205
Kistler-Tiffany Companies, LLC 550.09%0.18%0.31%Q2 2022Q2 20235
Northstar Group, Inc. 550.29%0.61%0.82%Q3 2022Q3 20235
4J Wealth Management LLC 550.53%0.96%1.35%Q3 2022Q3 20235
Platte River Wealth Advisors, LLC 550.90%1.84%2.55%Q3 2022Q3 20235
Reliant Wealth Planning 410.29%1.76%2.57%Q2 2022Q3 20235
MSI Financial Services Inc 550.00%0.00%0.00%Q4 2015Q4 20165
Commonwealth Equity Services, Inc 550.01%0.01%0.02%Q3 2016Q3 20175
BUTENSKY & COHEN FINANCIAL SECURITY, INC 550.01%0.02%0.05%Q2 2016Q2 20175
Ironwood Financial, llc 410.07%0.30%0.42%Q1 2022Q3 20235
Retirement Group, LLC 410.03%0.05%0.07%Q4 2019Q1 20215
Truvestments Capital LLC 320.04%0.29%0.79%Q2 2018Q3 20195
Advisors Capital Management, LLC 550.28%0.48%0.71%Q2 2022Q2 20235
Paradigm, Strategies in Wealth Management, LLC 320.16%0.39%1.17%Q1 2021Q3 20235
HAMEL ASSOCIATES, INC. 551.73%2.21%2.51%Q3 2022Q3 20235
Baystate Wealth Management LLC 550.00%0.01%0.01%Q3 2022Q3 20235
BlackRock Investment Management, LLC 550.00%0.00%0.00%Q4 2015Q4 20165
CHILDRESS CAPITAL ADVISORS, LLC 410.07%0.10%0.12%Q1 2021Q3 20235
Royal Harbor Partners, LLC 550.21%4.77%6.88%Q2 2022Q2 20235
Cetera Advisor Networks LLC 410.00%0.00%0.01%Q2 2020Q3 20235
BARRETT & COMPANY, INC. 550.53%0.68%0.83%Q3 2022Q3 20235
Cornerstone Wealth Management, LLC 320.00%0.03%0.05%Q2 2018Q3 20235
Baltimore-Washington Financial Advisors, Inc. 440.10%0.31%0.50%Q4 2022Q3 20234
WEALTH EFFECTS LLC 440.10%0.11%0.13%Q4 2022Q3 20234
DEUTSCHE BANK AG\ 440.00%0.00%0.00%Q4 2022Q3 20234
Geneva Partners, LLC 440.22%0.78%1.74%Q2 2022Q1 20234
HARVEY CAPITAL MANAGEMENT INC 440.16%0.20%0.22%Q3 2016Q2 20174
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
Balentine LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Waterford Advisors, LLC 440.14%0.16%0.18%Q4 2022Q3 20234
KHP Capital, LLC 441.10%1.13%1.18%Q4 2017Q3 20184
Chesley Taft & Associates LLC 440.03%0.04%0.05%Q4 2022Q3 20234
COLDSTREAM CAPITAL MANAGEMENT INC 440.04%0.04%0.05%Q4 2022Q3 20234
Kingsview Wealth Management, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Freedom Investment Management, Inc. 440.10%0.17%0.20%Q1 2021Q4 20214
OPPENHEIMER & CO INC 440.01%0.01%0.01%Q4 2022Q3 20234
Sigma Planning Corp 440.02%0.04%0.05%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.01%Q4 2022Q3 20234
Keeler Thomas Management LLC 441.87%4.79%6.00%Q4 2022Q3 20234
Karp Capital Management Corp 221.98%3.25%4.19%Q2 2021Q3 20224
Renaissance Technologies 310.00%0.00%0.00%Q2 2022Q2 20234
BUCKINGHAM STRATEGIC PARTNERS, LLC 440.01%0.02%0.05%Q4 2021Q3 20224
FIRST NATIONAL TRUST CO 440.03%0.04%0.04%Q4 2022Q3 20234
SCHMIDT P J INVESTMENT MANAGEMENT INC 440.05%0.08%0.10%Q4 2022Q3 20234
Trust Co of Kansas 446.02%6.44%7.01%Q1 2020Q4 20204
SUMMITRY LLC 442.10%2.27%2.43%Q3 2022Q2 20234
Centric Wealth Management 440.71%1.04%1.56%Q3 2022Q2 20234
Granite Harbor Advisors, Inc. 440.56%0.58%0.59%Q4 2022Q3 20234
Cetera Investment Advisers 440.00%0.00%0.01%Q4 2022Q3 20234
Masso Torrence Wealth Management Inc. 440.86%0.96%1.04%Q4 2022Q3 20234
Eldridge Investment Advisors, Inc. 440.07%0.08%0.08%Q4 2022Q3 20234
PSI Advisors, LLC 440.02%0.14%0.33%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.10%0.11%0.13%Q4 2022Q3 20234
Delap Wealth Advisory, LLC 440.20%0.20%0.21%Q4 2022Q3 20234
Robertson Stephens Wealth Management, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
SWMG, LLC 440.18%0.19%0.20%Q3 2022Q2 20234
Savant Capital, LLC 440.00%0.03%0.05%Q4 2022Q3 20234
AMERICAN NATIONAL BANK 310.00%0.01%0.01%Q3 2021Q3 20234
Foundation Wealth Management, LLC 442.73%3.00%3.46%Q4 2022Q3 20234
MV CAPITAL MANAGEMENT, INC. 441.91%2.03%2.13%Q4 2022Q3 20234
GOULD ASSET MANAGEMENT LLC /CA/ 440.09%0.11%0.14%Q4 2022Q3 20234
Safeguard Financial, LLC 440.40%0.49%0.56%Q4 2022Q3 20234
LITTLE HOUSE CAPITAL LLC 440.31%0.39%0.44%Q2 2021Q1 20224
Venture Visionary Partners LLC 440.03%0.19%0.25%Q4 2022Q3 20234
MIRSKY FINANCIAL MANAGEMENT CORP. 440.11%0.13%0.15%Q1 2021Q4 20214
Glenview Trust Co 440.15%0.26%0.34%Q4 2022Q3 20234
Horan Securities, Inc. 440.07%0.30%0.46%Q4 2022Q3 20234
Timber Creek Capital Management LLC 310.02%0.03%0.03%Q1 2018Q4 20224
Capital One Investing, Inc. 440.63%0.67%0.70%Q4 2018Q3 20194
FIFTH THIRD BANCORP 210.00%0.00%0.00%Q2 2017Q3 20233
LINCOLN NATIONAL CORP 330.02%0.02%0.02%Q1 2023Q3 20233
PHILLIPS FINANCIAL MANAGEMENT, LLC 330.10%0.10%0.10%Q1 2023Q3 20233
MONECO Advisors, LLC 330.31%0.31%0.32%Q1 2023Q3 20233
Avidian Wealth Solutions, LLC 330.02%0.02%0.02%Q1 2022Q3 20223
Tyler-Stone Wealth Management 210.01%0.02%0.02%Q4 2022Q3 20233
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q1 2017Q3 20233
Onex Canada Asset Management Inc. 330.02%0.02%0.02%Q4 2022Q2 20233
McGlone Suttner Wealth Management, Inc. 330.17%0.22%0.28%Q1 2023Q3 20233
Syntegra Private Wealth Group, LLC 332.45%2.71%2.96%Q1 2023Q3 20233
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 330.00%0.00%0.00%Q1 2023Q3 20233
BOKF, NA 330.02%0.02%0.02%Q3 2017Q1 20183
AMG National Trust Bank 330.01%0.01%0.02%Q1 2023Q3 20233
Prime Capital Investment Advisors, LLC 210.01%0.01%0.02%Q2 2021Q3 20233
Parallel Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.03%0.04%0.05%Q4 2017Q4 20183
Atria Wealth Solutions, Inc. 330.07%0.07%0.08%Q1 2023Q3 20233
Granite Bay Wealth Management, LLC 330.56%1.00%1.40%Q1 2023Q3 20233
ANCHOR CAPITAL ADVISORS LLC 330.01%0.01%0.01%Q1 2023Q3 20233
SAX WEALTH ADVISORS, LLC 330.17%0.37%0.52%Q1 2023Q3 20233
THOROUGHBRED FINANCIAL SERVICES, LLC 330.05%0.05%0.05%Q1 2023Q3 20233
Farther Finance Advisors, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
HOWLAND CAPITAL MANAGEMENT LLC 330.25%0.41%0.64%Q1 2023Q3 20233
WEALTHSOURCE PARTNERS, LLC 330.01%0.03%0.04%Q1 2023Q3 20233
Black Swift Group, LLC 330.08%0.22%0.47%Q1 2023Q3 20233
Snowden Capital Advisors LLC 330.02%0.11%0.29%Q1 2023Q3 20233
Carroll Financial Associates, Inc. 210.00%0.00%0.00%Q1 2019Q4 20203
HM PAYSON & CO 210.02%0.35%0.98%Q3 2022Q3 20233
HHM Wealth Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 330.09%0.10%0.11%Q1 2023Q3 20233
Valmark Advisers, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
ALTERNA WEALTH MANAGEMENT, INC 330.26%0.28%0.29%Q1 2023Q3 20233
NORTHWEST INVESTMENT COUNSELORS, LLC 210.03%0.03%0.04%Q2 2017Q3 20193
Azimuth Capital Investment Management LLC 330.01%0.07%0.17%Q2 2022Q4 20223
Wealth Advisory Solutions, LLC 330.06%0.07%0.08%Q4 2019Q2 20203
Lido Advisors, LLC 330.00%0.02%0.03%Q1 2023Q3 20233
Willis Johnson & Associates, Inc. 330.04%0.04%0.05%Q1 2023Q3 20233
Bartlett & Co. LLC 330.00%0.00%0.00%Q2 2023Q4 20233
New England Private Wealth Advisors LLC 330.11%0.22%0.42%Q1 2023Q3 20233
Tillar-Wenstrup Advisors, LLC 330.10%0.96%2.43%Q4 2021Q2 20223
OGOREK ANTHONY JOSEPH /NY/ /ADV 330.72%1.27%1.59%Q1 2023Q3 20233
Avior Wealth Management, LLC 210.00%0.00%0.01%Q2 2021Q3 20233
Legacy CG, LLC 210.33%0.77%1.63%Q4 2021Q3 20223
L & S Advisors Inc 330.04%0.05%0.06%Q1 2023Q3 20233
AE Wealth Management LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.16%0.17%0.19%Q1 2023Q3 20233
Wick Capital Partners, LLC 211.70%2.62%3.55%Q4 2022Q3 20233
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
ADIRONDACK TRUST CO 220.01%0.01%0.01%Q2 2023Q3 20232
Fortis Capital Management LLC 220.12%0.19%0.26%Q2 2023Q3 20232
Bluefin Trading, LLC 110.22%0.26%0.31%Q2 2017Q3 20192
Resonant Capital Advisors, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
Cherry Tree Wealth Management, LLC 220.16%0.16%0.17%Q2 2023Q3 20232
PARK AVENUE SECURITIES LLC 220.02%0.03%0.04%Q3 2019Q4 20192
1900 WEALTH MANAGEMENT LLC 220.05%0.05%0.05%Q2 2023Q3 20232
MATHER GROUP, LLC. 220.01%0.01%0.01%Q2 2020Q3 20202
Grove Bank & Trust 220.00%0.00%0.00%Q2 2023Q3 20232
BAINCO INTERNATIONAL INVESTORS 110.00%0.02%0.03%Q1 2020Q4 20202
Ten Capital Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Sutton Wealth Advisors Inc. 220.01%0.03%0.04%Q2 2023Q3 20232
M&T BANK CORP 110.00%0.00%0.00%Q1 2018Q3 20182
Prospera Financial Services Inc 110.00%0.01%0.02%Q3 2020Q1 20222
BANK OF MONTREAL /CAN/ 220.00%0.00%0.00%Q2 2023Q3 20232
Greenfield Savings Bank 220.14%0.14%0.15%Q3 2022Q4 20222
Meridian Wealth Management, LLC 220.11%0.11%0.12%Q1 2019Q2 20192
Migdal Insurance & Financial Holdings Ltd. 220.05%0.05%0.05%Q2 2023Q3 20232
Atria Investments, Inc 220.03%0.03%0.04%Q2 2023Q3 20232
KINGS POINT CAPITAL MANAGEMENT 220.01%0.01%0.01%Q3 2020Q4 20202
Moors & Cabot, Inc. 220.02%0.02%0.02%Q3 2022Q4 20222
Conrad Siegel Investment Advisors, Inc. 220.30%0.32%0.34%Q4 2022Q1 20232
Sentinus, LLC 220.24%0.25%0.25%Q1 2023Q2 20232
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q2 2019Q3 20212
LEO BROKERAGE, LLC 220.29%0.32%0.35%Q1 2023Q2 20232
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20222
Sound View Wealth Advisors, LLC 220.08%0.14%0.21%Q4 2018Q1 20192
Hilltop Holdings Inc. 220.10%0.10%0.10%Q2 2023Q3 20232
Wealthspire Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
KPP Advisory Services LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Gilbert & Cook, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Second Half Financial Partners, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
CAPITAL ONE, NATIONAL ASSOCIATION 110.35%0.35%0.35%Q4 2019Q4 20191
HMS Capital Management, LLC 110.06%0.06%0.06%Q2 2019Q2 20191
PYA Waltman Capital, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Koshinski Asset Management, Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Bellwether Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Weaver Consulting Group 110.10%0.10%0.10%Q3 2023Q3 20231
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Johnson Bixby & Associates, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Argent Wealth Management LLC 110.21%0.21%0.21%Q4 2019Q4 20191
Compagnie Lombard Odier SCmA 110.00%0.00%0.00%Q3 2023Q3 20231
New Hampshire Trust 110.01%0.01%0.01%Q4 2022Q4 20221
Crew Capital Management, Ltd. 110.51%0.51%0.51%Q2 2023Q2 20231
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
TUCKER ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q4 2021Q4 20211
J.W. COLE ADVISORS, INC. 110.03%0.03%0.03%Q3 2022Q3 20221
BESSEMER GROUP INC 110.00%0.00%0.00%Q4 2021Q4 20211
Lumature Wealth Partners, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Sightline Wealth Advisors, LLC 110.93%0.93%0.93%Q3 2023Q3 20231
Miracle Mile Advisors, LLC 110.15%0.15%0.15%Q4 2022Q4 20221
SYM FINANCIAL Corp 110.01%0.01%0.01%Q3 2021Q3 20211
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
FDx Advisors, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
Centennial Wealth Advisory LLC 110.53%0.53%0.53%Q4 2020Q4 20201
Bogart Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Marshall Financial Group LLC 110.45%0.45%0.45%Q4 2021Q4 20211
Camelot Portfolios, LLC 110.13%0.13%0.13%Q1 2022Q1 20221
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Andesa Financial Management Inc. 110.24%0.24%0.24%Q2 2020Q2 20201
Scissortail Wealth Management, LLC 114.53%4.53%4.53%Q3 2023Q3 20231
COLONY GROUP LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bramshill Investments, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
AFFINITY WEALTH MANAGEMENT LLC 115.13%5.13%5.13%Q3 2017Q3 20171
Envision Financial Planning, LLC 113.89%3.89%3.89%Q3 2023Q3 20231
Sargent Bickham Lagudis LLC 110.02%0.02%0.02%Q4 2022Q4 20221
HARBOR ADVISORY CORP /MA/ 111.34%1.34%1.34%Q3 2023Q3 20231
SALEM INVESTMENT COUNSELORS INC 110.01%0.01%0.01%Q3 2023Q3 20231
Gradient Investments LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Diversified, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Hills Bank & Trust Co 110.02%0.02%0.02%Q3 2023Q3 20231
Pine Haven Investment Counsel, Inc 110.22%0.22%0.22%Q3 2023Q3 20231
USCA RIA LLC 110.04%0.04%0.04%Q4 2016Q4 20161
Riverview Trust Co 110.12%0.12%0.12%Q3 2023Q3 20231
Commonwealth Financial Services, LLC 111.58%1.58%1.58%Q3 2023Q3 20231
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2020Q2 20201
DUNCKER STREETT & CO INC 110.08%0.08%0.08%Q3 2023Q3 20231
STABLEFORD CAPITAL II LLC 110.56%0.56%0.56%Q1 2023Q1 20231
SWM Advisors 110.22%0.22%0.22%Q3 2022Q3 20221
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2022Q1 20221
Insight Wealth Strategies, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Stokes & Hubbell Capital Management, LLC 110.07%0.07%0.07%Q1 2019Q1 20191
Fragasso Group Inc. 110.03%0.03%0.03%Q2 2022Q2 20221
Richard P Slaughter Associates Inc 112.84%2.84%2.84%Q4 2022Q4 20221
SIGNATUREFD, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
OPPENHEIMER ASSET MANAGEMENT INC. 110.00%0.00%0.00%Q4 2018Q4 20181
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q3 2023Q3 20231
PCA Investment Advisory Services Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
RAYMOND JAMES TRUST N.A. 110.01%0.01%0.01%Q4 2019Q4 20191
RETIREMENT GUYS FORMULA LLC 110.17%0.17%0.17%Q1 2022Q1 20221
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q4 2020Q4 20201
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q3 2019Q3 20191
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Stratos Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Kerntke Otto McGlone Wealth Management Group 110.09%0.09%0.09%Q4 2022Q4 20221
MBE Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
RiverGlades Family Offices LLC 111.65%1.65%1.65%Q4 2018Q4 20181
Clear Harbor Asset Management, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
MKT Advisors LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Legacy Capital Partners, Inc. 110.08%0.08%0.08%Q3 2020Q3 20201
United Community Bank 110.11%0.11%0.11%Q3 2023Q3 20231
TOBIAS FINANCIAL ADVISORS, INC. 111.50%1.50%1.50%Q4 2021Q4 20211
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q1 2022Q1 20221
External links

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