ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
UBS Group AG 34340.00%0.01%0.03%Q2 2015Q3 202334
BANK OF AMERICA CORP /DE/ 33330.00%0.01%0.02%Q3 2015Q3 202333
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
ROYAL BANK OF CANADA 31310.00%0.00%0.01%Q1 2016Q3 202331
US BANCORP \DE\ 31310.00%0.04%0.09%Q1 2016Q3 202331
Geneos Wealth Management Inc. 30300.00%0.00%0.01%Q2 2016Q3 202330
Capital Investment Advisors, LLC 30300.24%1.10%1.80%Q3 2016Q4 202330
ENVESTNET ASSET MANAGEMENT INC 2540.00%0.01%0.04%Q4 2015Q3 202329
IFP Advisors, Inc 1450.00%0.03%0.22%Q4 2015Q3 202329
Avantax Planning Partners, Inc. 28280.02%0.03%0.06%Q4 2016Q3 202328
WELLS FARGO & COMPANY/MN 28280.00%0.01%0.02%Q4 2016Q3 202328
Wolf Group Capital Advisors 28280.13%0.44%2.09%Q4 2016Q3 202328
Raymond James Financial Services Advisors, Inc. 28280.00%0.04%0.08%Q4 2016Q3 202328
Mariner, LLC 2610.00%0.02%0.04%Q3 2016Q3 202327
Private Advisor Group, LLC 27270.01%0.03%0.06%Q1 2017Q3 202327
Gateway Advisory, LLC 27271.56%3.10%10.87%Q1 2017Q3 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. 26260.16%0.24%0.33%Q2 2017Q3 202326
MCF Advisors LLC 1870.00%0.32%1.03%Q2 2017Q3 202325
Day & Ennis, LLC 25250.26%1.72%2.87%Q3 2017Q3 202325
BlackRock Inc. 1510.00%0.00%0.01%Q4 2015Q3 202325
Janney Montgomery Scott LLC 25250.01%0.02%0.04%Q3 2017Q3 202325
AMERIPRISE FINANCIAL INC 25250.00%0.00%0.01%Q3 2017Q3 202325
JANE STREET GROUP, LLC 1310.00%0.00%0.01%Q4 2015Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.05%Q4 2017Q3 202324
CENTRAL TRUST Co 24240.10%0.35%0.49%Q4 2017Q3 202324
HighTower Advisors, LLC 1590.01%0.07%0.11%Q1 2017Q3 202324
Murphy, Middleton, Hinkle & Parker, Inc. 24240.29%0.85%1.18%Q4 2017Q3 202324
Archford Capital Strategies, LLC 2310.01%0.35%0.56%Q1 2017Q3 202324
Hilltop Holdings Inc. 23230.04%0.17%0.34%Q1 2018Q3 202323
BENJAMIN F. EDWARDS & COMPANY, INC. 1670.00%0.42%1.20%Q4 2017Q3 202323
Signature Wealth Management Group 23230.15%2.13%3.56%Q4 2017Q2 202323
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 23230.00%0.01%0.03%Q1 2018Q3 202323
WRAPMANAGER INC 23230.14%0.63%0.82%Q1 2018Q3 202323
Roble, Belko & Company, Inc 22220.02%0.09%0.21%Q2 2018Q3 202322
Steward Partners Investment Advisory, LLC 22220.00%0.01%0.01%Q2 2018Q3 202322
Sandy Spring Bank 22220.03%0.25%0.38%Q2 2018Q3 202322
SIGMA INVESTMENT COUNSELORS INC 22220.03%1.51%2.44%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.02%Q3 2018Q3 202321
LYELL WEALTH MANAGEMENT, LP 21210.08%0.67%1.13%Q3 2018Q3 202321
STIFEL FINANCIAL CORP 21210.00%0.02%0.05%Q3 2018Q3 202321
CWM, LLC 1380.00%0.00%0.04%Q2 2018Q3 202321
Cetera Advisors LLC 1920.01%0.03%0.08%Q4 2017Q3 202321
BerganKDV Wealth Management, LLC 21210.04%0.07%0.12%Q2 2018Q2 202321
RVW Wealth, LLC 20201.63%2.69%3.88%Q1 2019Q4 202320
AlphaMark Advisors, LLC 20200.01%0.12%0.53%Q4 2018Q3 202320
Pinnacle Bancorp, Inc. 20200.02%0.06%0.15%Q4 2018Q3 202320
Covington Investment Advisors Inc. 20200.11%0.17%0.30%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.10%0.36%0.62%Q4 2018Q3 202320
Asset Dedication, LLC 20200.02%0.46%0.98%Q4 2018Q3 202320
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1420.03%0.10%0.31%Q4 2017Q3 202320
BENJAMIN EDWARDS INC 19190.09%0.22%0.35%Q1 2019Q3 202319
American Portfolios Advisors 19190.01%0.03%0.12%Q1 2018Q3 202219
D.A. DAVIDSON & CO. 1360.00%0.02%0.05%Q4 2016Q2 202319
FMR LLC 840.00%0.00%0.00%Q3 2018Q3 202319
CAPITAL ADVISORS INC/OK 19190.01%1.41%2.45%Q1 2019Q3 202319
Bank of New York Mellon Corp 19190.00%0.00%0.00%Q1 2019Q3 202319
FORVIS Wealth Advisors, LLC 18180.02%0.07%0.14%Q2 2019Q3 202318
Cambridge Investment Research Advisors, Inc. 18180.00%0.01%0.02%Q2 2019Q3 202318
FinTrust Capital Advisors, LLC 18180.03%0.78%1.49%Q2 2019Q3 202318
Front Row Advisors LLC 18180.01%0.02%0.02%Q2 2019Q3 202318
Peloton Wealth Strategists 18180.32%2.06%3.09%Q2 2019Q3 202318
Proficio Capital Partners LLC 18180.03%0.13%0.36%Q4 2015Q1 202018
Princeton Global Asset Management LLC 18180.02%0.54%0.72%Q2 2019Q3 202318
Sound View Wealth Advisors Group, LLC 18181.10%1.83%2.65%Q2 2019Q3 202318
Lee Financial Co 18180.12%0.16%0.22%Q2 2018Q3 202218
Motley Fool Wealth Management, LLC 1340.54%1.32%1.96%Q1 2017Q3 202317
Eldridge Investment Advisors, Inc. 17170.10%0.15%0.58%Q3 2019Q3 202317
Fieldpoint Private Securities, LLC 17170.11%0.17%0.23%Q2 2018Q2 202217
FULTON BREAKEFIELD BROENNIMAN LLC 17170.24%0.47%0.67%Q3 2019Q3 202317
MERCER GLOBAL ADVISORS INC /ADV 17170.03%0.09%0.14%Q3 2019Q3 202317
PFG Private Wealth Management, LLC 16162.71%4.16%5.20%Q4 2019Q3 202316
First Fiduciary Investment Counsel, Inc. 16160.13%0.49%1.43%Q4 2019Q3 202316
PNC FINANCIAL SERVICES GROUP, INC. 970.00%0.00%0.00%Q2 2019Q3 202316
Financial Gravity Asset Management, Inc. 610.00%0.13%0.34%Q1 2018Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.03%0.03%Q4 2019Q3 202316
NovaPoint Capital, LLC 16160.34%1.23%5.43%Q4 2019Q3 202316
Krilogy Financial LLC 970.07%0.36%0.58%Q1 2019Q3 202316
RITHOLTZ WEALTH MANAGEMENT 16160.06%0.22%0.36%Q4 2019Q3 202316
JPMORGAN CHASE & CO 16160.00%0.00%0.00%Q4 2019Q3 202316
Stokes Family Office, LLC 16160.10%0.16%0.26%Q4 2019Q3 202316
Stratos Wealth Partners, LTD. 16160.01%0.20%0.41%Q4 2019Q3 202316
LEAVELL INVESTMENT MANAGEMENT, INC. 16160.02%0.53%0.98%Q4 2019Q3 202316
ARROW FINANCIAL CORP 16160.01%0.47%1.33%Q4 2019Q3 202316
Norway Savings Bank 16160.02%0.09%0.14%Q4 2019Q3 202316
Kathmere Capital Management, LLC 16160.04%0.08%0.12%Q4 2019Q3 202316
LADENBURG THALMANN FINANCIAL SERVICES INC. 16160.00%0.00%0.01%Q1 2016Q4 201916
WealthOne, LLC 15150.14%0.21%0.31%Q2 2019Q4 202215
TD Capital Management LLC 1050.01%0.01%0.01%Q3 2019Q3 202315
MML INVESTORS SERVICES, LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
TRUST CO OF VIRGINIA /VA 1140.02%0.04%0.06%Q2 2018Q4 202215
RAYMOND JAMES TRUST N.A. 1140.01%0.01%0.02%Q2 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.04%Q1 2020Q3 202315
Beacon Pointe Advisors, LLC 15150.01%0.06%0.15%Q1 2020Q3 202315
Citadel Advisors 810.00%0.00%0.00%Q4 2016Q3 202315
EP Wealth Advisors, LLC 1230.05%0.12%0.21%Q4 2019Q3 202315
SONATA CAPITAL GROUP INC 14140.42%2.15%3.10%Q2 2020Q3 202314
Segment Wealth Management, LLC 14140.05%0.06%0.09%Q2 2020Q3 202314
Strategic Wealth Partners Group, LLC 950.06%0.07%0.09%Q1 2020Q3 202314
REGIONS FINANCIAL CORP 14140.00%0.01%0.01%Q2 2020Q3 202314
CAPTRUST FINANCIAL ADVISORS 14140.00%0.02%0.05%Q2 2020Q3 202314
First National Bank of South Miami 14140.07%0.22%0.33%Q1 2020Q2 202314
Praetorian Wealth Management, Inc. 14141.24%1.41%1.63%Q2 2020Q3 202314
MATTERN CAPITAL MANAGEMENT, LLC 14140.07%0.09%0.12%Q2 2020Q3 202314
Kestra Advisory Services, LLC 13130.01%0.04%0.07%Q3 2020Q3 202313
Strid Group, LLC 13130.18%1.00%1.78%Q3 2020Q3 202313
NEXT Financial Group, Inc 760.00%0.01%0.04%Q3 2018Q4 202113
ASSOCIATED BANC-CORP 1030.02%0.08%0.14%Q2 2020Q3 202313
CGN Advisors LLC 13130.18%0.43%0.70%Q4 2020Q4 202313
Bellecapital International Ltd. 13130.10%0.31%0.51%Q1 2020Q1 202313
Matthew Goff Investment Advisor, LLC 1120.09%0.52%2.20%Q1 2020Q3 202313
Integrated Wealth Concepts LLC 13130.02%0.04%0.06%Q3 2020Q3 202313
Aptus Capital Advisors, LLC 851.16%2.94%5.01%Q4 2018Q1 202213
Trust Co 13130.00%0.76%1.88%Q3 2020Q3 202313
Wells Financial Advisors INC 12120.37%0.63%0.88%Q4 2020Q3 202312
Fragasso Group Inc. 710.02%0.04%0.08%Q4 2019Q4 202312
Klaas Financial Asset Advisors, LLC 12120.04%0.12%0.28%Q4 2020Q3 202312
QUEST CAPITAL MANAGEMENT INC /ADV 12120.11%0.18%0.26%Q1 2019Q4 202112
MV CAPITAL MANAGEMENT, INC. 12120.00%1.19%2.27%Q4 2020Q3 202312
Kesler, Norman & Wride, LLC 12120.72%1.14%1.60%Q4 2020Q3 202312
Advisor Group, Inc. 12120.00%0.00%0.00%Q1 2017Q4 201912
VALLEY NATIONAL ADVISERS INC 12120.03%0.23%0.57%Q4 2020Q3 202312
BLAIR WILLIAM & CO/IL 12120.00%0.00%0.00%Q4 2020Q3 202312
WOLVERINE TRADING, LLC 410.00%0.00%0.01%Q3 2016Q2 202112
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12120.17%0.29%0.50%Q4 2020Q3 202312
MEITAV INVESTMENT HOUSE LTD 750.02%0.04%0.05%Q3 2020Q3 202312
STEPHENS INC /AR/ 12120.01%0.01%0.01%Q3 2020Q2 202312
Allworth Financial LP 12120.04%0.06%0.13%Q4 2020Q3 202312
Ifrah Financial Services, Inc. 11110.39%0.65%1.01%Q1 2021Q3 202311
4Thought Financial Group Inc. 11110.02%0.14%0.26%Q1 2021Q3 202311
Cribstone Capital Management, LLC 11112.02%2.75%3.23%Q2 2020Q4 202211
ARCADIA INVESTMENT MANAGEMENT CORP/MI 11110.11%0.19%0.26%Q1 2021Q3 202311
Northwest Bancshares, Inc. 11110.10%0.29%0.40%Q1 2021Q3 202311
Paradigm, Strategies in Wealth Management, LLC 11112.26%5.22%6.40%Q1 2021Q3 202311
First Horizon Advisors, Inc. 510.00%0.00%0.00%Q1 2016Q1 202311
SPINNAKER TRUST 11110.03%0.05%0.11%Q1 2021Q3 202311
Rehmann Capital Advisory Group 810.00%0.07%0.14%Q3 2018Q4 202111
GODSEY & GIBB, INC 610.02%0.49%1.17%Q4 2019Q3 202311
Bradley & Co. Private Wealth Management, LLC 11110.02%0.25%0.49%Q1 2021Q3 202311
Atwater Malick LLC 11110.13%0.20%0.29%Q1 2021Q3 202311
Laidlaw Wealth Management LLC 810.04%0.06%0.11%Q3 2020Q3 202311
Ameritas Investment Company, LLC 910.00%0.03%0.07%Q4 2018Q3 202110
NewEdge Advisors, LLC 620.01%0.39%1.00%Q1 2018Q3 202310
SMITH, MOORE & CO. 910.03%0.04%0.06%Q2 2019Q2 202210
CONFLUENCE INVESTMENT MANAGEMENT LLC 910.01%0.10%0.14%Q1 2021Q3 202310
HUNTINGTON NATIONAL BANK 10100.00%0.01%0.01%Q2 2021Q3 202310
CORDA Investment Management, LLC. 10101.83%1.95%2.22%Q1 2021Q2 202310
Belpointe Asset Management LLC 10100.01%0.05%0.07%Q4 2020Q1 202310
American Family Insurance Mutual Holding Co 10100.05%0.18%0.55%Q4 2019Q1 202210
Mascoma Wealth Management LLC 910.01%0.01%0.02%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
IFG Advisory, LLC 910.02%0.06%0.16%Q1 2021Q3 202310
FAS Wealth Partners, Inc. 990.00%0.00%0.00%Q4 2019Q4 20219
Tillar-Wenstrup Advisors, LLC 993.48%4.56%4.88%Q4 2020Q4 20229
CFS Investment Advisory Services, LLC 990.10%0.15%0.22%Q3 2021Q3 20239
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 990.00%0.00%0.00%Q1 2021Q1 20239
THRIVENT FINANCIAL FOR LUTHERANS 720.00%0.00%0.00%Q4 2020Q3 20239
Madden Advisory Services, Inc. 990.96%1.27%2.74%Q3 2021Q3 20239
Bay Rivers Group 990.65%1.27%1.69%Q3 2020Q3 20229
SECURITY NATIONAL TRUST CO 990.01%0.01%0.02%Q3 2019Q3 20219
Private Capital Group, LLC 990.02%0.07%0.11%Q1 2020Q1 20229
American Money Management, LLC 990.18%0.21%0.28%Q3 2021Q3 20239
WOODMONT INVESTMENT COUNSEL LLC 990.10%1.09%1.66%Q3 2021Q3 20239
Claret Asset Management Corp 990.05%0.08%0.10%Q4 2019Q4 20219
OLD MISSION CAPITAL LLC 210.02%0.05%0.16%Q1 2019Q3 20239
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.01%0.08%0.25%Q3 2020Q3 20239
Visionary Wealth Advisors 990.04%0.06%0.07%Q3 2021Q3 20239
PINNACLE ASSOCIATES LTD 990.01%0.01%0.01%Q3 2020Q3 20229
HM PAYSON & CO 720.05%0.19%1.12%Q1 2021Q3 20239
Houlihan Financial Resource Group, Ltd. 511.04%2.59%4.81%Q4 2019Q3 20238
Windsor Capital Management, LLC 710.08%2.88%4.06%Q3 2021Q3 20238
Main Street Financial Solutions, LLC 880.08%0.09%0.11%Q4 2020Q3 20228
Sunbelt Securities, Inc. 880.06%0.08%0.12%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.07%0.08%0.10%Q4 2021Q3 20238
OPPENHEIMER & CO INC 440.01%0.01%0.01%Q4 2018Q3 20238
Stephens Consulting, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Wealthspire Advisors, L.P. 880.00%0.00%0.00%Q2 2017Q1 20198
Evensky & Katz LLC 880.00%0.57%3.35%Q4 2021Q3 20238
Pine Haven Investment Counsel, Inc 880.20%0.30%0.35%Q4 2021Q3 20238
MONECO Advisors, LLC 530.08%0.30%0.62%Q3 2020Q3 20238
VIRGINIA WEALTH MANAGEMENT GROUP, INC. 881.69%1.96%2.25%Q4 2021Q3 20238
Buffington Mohr McNeal 880.07%0.46%0.78%Q4 2021Q3 20238
Cassia Capital Partners, LLC 880.23%0.27%0.33%Q4 2021Q3 20238
Gradient Investments LLC 710.00%0.01%0.01%Q4 2017Q2 20208
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q1 2016Q3 20238
Guidant Wealth Advisors 440.07%0.32%1.54%Q3 2016Q3 20198
Northstar Group, Inc. 880.07%0.72%1.29%Q4 2021Q3 20238
CONSILIO WEALTH ADVISORS, LLC 770.46%0.55%0.66%Q1 2022Q3 20237
TOMPKINS FINANCIAL CORP 770.06%0.22%0.41%Q2 2022Q4 20237
J. L. Bainbridge & Co., Inc. 770.03%0.04%0.04%Q1 2022Q3 20237
COLTON GROOME FINANCIAL ADVISORS, LLC 770.10%0.11%0.11%Q1 2022Q3 20237
Bank of New Hampshire 770.05%0.06%0.06%Q1 2022Q3 20237
Clear Harbor Asset Management, LLC 770.26%0.42%0.64%Q1 2022Q3 20237
AlphaCore Capital LLC 770.01%0.06%0.11%Q1 2022Q3 20237
FLAGSHIP HARBOR ADVISORS, LLC 770.01%0.01%0.01%Q1 2019Q3 20207
Dorsey & Whitney Trust CO LLC 770.04%0.08%0.11%Q1 2022Q3 20237
Cornell Pochily Investment Advisors, Inc. 770.22%0.51%0.61%Q1 2022Q3 20237
Horizons Wealth Management 770.20%0.22%0.24%Q2 2022Q4 20237
Jackson Hole Capital Partners, LLC 520.02%0.03%0.05%Q1 2021Q3 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 430.02%0.03%0.05%Q4 2021Q3 20237
Rockefeller Capital Management L.P. 770.00%0.00%0.01%Q1 2022Q3 20237
Redwood Financial Network Corp 771.37%1.55%1.75%Q1 2022Q3 20237
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 770.07%0.47%1.28%Q1 2022Q3 20237
Addison Advisors LLC 660.01%0.05%0.07%Q2 2022Q3 20236
Atria Wealth Solutions, Inc. 660.01%0.05%0.09%Q2 2022Q3 20236
Spotlight Asset Group, Inc. 510.08%0.08%0.10%Q4 2019Q2 20216
Lenox Wealth Management, Inc. 660.22%0.44%0.53%Q2 2017Q3 20186
ALESCO ADVISORS LLC 660.02%0.06%0.10%Q2 2022Q3 20236
WASHINGTON TRUST Co 660.00%0.00%0.00%Q2 2022Q3 20236
UMB Bank, n.a. 660.00%0.00%0.00%Q2 2022Q3 20236
Glenview Trust Co 660.54%1.08%1.30%Q2 2022Q3 20236
Rockbridge Investment Management, LCC 660.01%0.01%0.01%Q3 2020Q4 20216
MinichMacGregor Wealth Management, LLC 661.83%2.00%2.18%Q2 2022Q3 20236
DROMS STRAUSS ADVISORS INC /MO/ /ADV 660.31%1.23%2.03%Q2 2022Q3 20236
Journey Advisory Group, LLC 660.07%0.72%1.52%Q2 2022Q3 20236
Chesley Taft & Associates LLC 660.01%0.04%0.06%Q2 2022Q3 20236
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q2 2022Q3 20236
Sigma Planning Corp 660.02%0.05%0.09%Q2 2022Q3 20236
Bramshill Investments, LLC 660.04%0.06%0.07%Q2 2022Q3 20236
AVANTAX ADVISORY SERVICES, INC. 660.00%0.01%0.01%Q2 2022Q3 20236
BUTENSKY & COHEN FINANCIAL SECURITY, INC 660.00%0.01%0.03%Q1 2016Q2 20176
FIRST INTERSTATE BANK 660.03%0.06%0.07%Q2 2022Q3 20236
Snowden Capital Advisors LLC 660.05%0.14%0.16%Q2 2022Q3 20236
IRON Financial LLC 660.16%0.21%0.23%Q2 2022Q3 20236
Azimuth Capital Management LLC 660.24%0.30%0.32%Q4 2020Q1 20226
Creative Planning 660.00%0.01%0.01%Q2 2022Q3 20236
InterOcean Capital Group, LLC 660.14%0.38%0.54%Q2 2022Q3 20236
Newman Dignan & Sheerar, Inc. 660.44%0.82%0.96%Q2 2022Q3 20236
ABSOLUTE CAPITAL MANAGEMENT, LLC 660.43%1.31%3.63%Q2 2022Q3 20236
VALLEY WEALTH MANAGERS, INC. 660.16%0.18%0.20%Q2 2022Q3 20236
Strategic Blueprint, LLC 510.00%0.36%0.76%Q2 2021Q3 20236
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 510.02%0.04%0.05%Q2 2020Q3 20236
Venture Visionary Partners LLC 660.00%0.36%0.64%Q2 2022Q3 20236
CITIGROUP INC 310.00%0.00%0.00%Q4 2020Q3 20236
Prosperity Planning, Inc. 660.02%0.03%0.04%Q1 2021Q2 20226
BLUE SQUARE ASSET MANAGEMENT, LLC 660.55%0.74%1.37%Q2 2022Q3 20236
Pineno Levin & Ford Asset Management, Inc. 660.06%0.07%0.09%Q2 2020Q3 20216
Renaissance Technologies 410.00%0.00%0.01%Q4 2021Q3 20236
Guidance Point Advisors, LLC 660.10%0.19%0.27%Q1 2022Q2 20236
Summit Asset Management, LLC 662.67%3.32%3.67%Q2 2022Q3 20236
Ameritas Advisory Services, LLC 660.01%0.02%0.03%Q4 2021Q1 20236
PRIVATE TRUST CO NA 660.01%0.01%0.02%Q2 2022Q3 20236
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2019Q1 20236
HARBOR INVESTMENT ADVISORY, LLC 660.02%0.12%0.18%Q2 2022Q3 20236
SUMMITRY LLC 551.76%1.88%2.00%Q3 2022Q3 20235
Granite Bay Wealth Management, LLC 550.28%0.32%0.42%Q3 2022Q3 20235
WealthTrust Fairport, LLC 550.00%0.00%0.01%Q1 2018Q1 20195
Atria Investments, Inc 550.04%0.05%0.06%Q3 2022Q3 20235
ASPIRIANT, LLC 550.23%0.26%0.29%Q3 2018Q3 20195
PARK AVENUE SECURITIES LLC 550.00%0.00%0.01%Q4 2021Q4 20225
Platte River Wealth Advisors, LLC 550.91%1.51%2.48%Q3 2022Q3 20235
Baystate Wealth Management LLC 550.00%0.00%0.00%Q3 2022Q3 20235
HAMEL ASSOCIATES, INC. 551.78%2.23%2.57%Q3 2022Q3 20235
Anchor Investment Management, LLC 550.01%0.01%0.01%Q4 2022Q4 20235
BARRETT & COMPANY, INC. 550.56%0.57%0.60%Q3 2022Q3 20235
Safeguard Financial, LLC 550.16%0.32%0.46%Q3 2022Q3 20235
Curi Wealth Management, LLC 550.08%0.09%0.11%Q3 2022Q3 20235
Vigilant Capital Management, LLC 550.01%0.01%0.02%Q2 2022Q2 20235
Element Wealth, LLC 550.06%0.54%0.82%Q3 2022Q3 20235
Freedom Investment Management, Inc. 410.03%0.14%0.20%Q1 2021Q3 20235
Retirement Group, LLC 410.01%0.03%0.04%Q4 2019Q1 20215
Wealthspire Advisors, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
BlackRock Investment Management, LLC 550.00%0.00%0.00%Q4 2015Q4 20165
4J Wealth Management LLC 550.35%0.77%1.23%Q3 2022Q3 20235
Global Retirement Partners, LLC 550.00%0.21%0.37%Q3 2022Q3 20235
Geneva Partners, LLC 410.41%0.51%0.58%Q2 2016Q2 20185
Reliant Wealth Planning 410.28%2.63%3.87%Q2 2022Q3 20235
Kistler-Tiffany Companies, LLC 550.06%0.24%0.48%Q2 2022Q2 20235
GREAT VALLEY ADVISOR GROUP, INC. 550.05%0.05%0.06%Q2 2022Q2 20235
Trust Co of Kansas 556.24%6.69%7.24%Q4 2019Q4 20205
Azimuth Capital Investment Management LLC 550.01%0.08%0.31%Q2 2022Q2 20235
Ironwood Financial, llc 410.10%0.29%0.39%Q1 2022Q3 20235
NAVELLIER & ASSOCIATES INC 550.04%0.05%0.06%Q4 2019Q4 20205
Virtu KCG Holdings LLC 320.02%0.02%0.03%Q4 2015Q1 20175
SageView Advisory Group, LLC 440.10%0.11%0.13%Q4 2022Q3 20234
AE Wealth Management LLC 440.00%0.07%0.21%Q4 2022Q3 20234
Savant Capital, LLC 440.00%0.06%0.10%Q4 2022Q3 20234
Integrated Wealth Management 440.03%0.04%0.04%Q4 2015Q3 20164
Keeler Thomas Management LLC 441.88%4.80%6.00%Q4 2022Q3 20234
Granite Harbor Advisors, Inc. 440.56%0.58%0.60%Q4 2022Q3 20234
HOWLAND CAPITAL MANAGEMENT LLC 440.05%0.37%0.70%Q4 2022Q3 20234
WEALTHSOURCE PARTNERS, LLC 440.06%0.14%0.20%Q4 2022Q3 20234
Sowell Financial Services LLC 440.08%0.09%0.12%Q4 2016Q3 20174
FIRST NATIONAL TRUST CO 440.03%0.04%0.04%Q4 2022Q3 20234
CHILDRESS CAPITAL ADVISORS, LLC 310.10%0.12%0.13%Q1 2021Q3 20234
Carr Financial Group Corp 440.20%0.28%0.48%Q4 2022Q3 20234
LITTLE HOUSE CAPITAL LLC 440.31%0.39%0.45%Q2 2021Q1 20224
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
Capital One Investing, Inc. 440.29%0.31%0.36%Q4 2018Q3 20194
Seascape Capital Management 441.58%1.64%1.71%Q4 2022Q3 20234
COLDSTREAM CAPITAL MANAGEMENT INC 440.04%0.05%0.06%Q4 2022Q3 20234
THOROUGHBRED FINANCIAL SERVICES, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
Delap Wealth Advisory, LLC 440.20%0.21%0.21%Q4 2022Q3 20234
Financial Futures Ltd Liability Co. 440.27%1.60%2.50%Q4 2022Q3 20234
Kerntke Otto McGlone Wealth Management Group 440.23%0.24%0.26%Q4 2022Q3 20234
Scissortail Wealth Management, LLC 440.14%4.00%5.56%Q4 2022Q3 20234
STRINGER ASSET MANAGEMENT, LLC 310.20%0.21%0.23%Q1 2018Q4 20194
Horan Securities, Inc. 440.07%0.31%0.48%Q4 2022Q3 20234
SWMG, LLC 440.21%0.38%0.45%Q3 2022Q2 20234
PSI Advisors, LLC 440.01%0.25%0.56%Q4 2022Q3 20234
GOULD ASSET MANAGEMENT LLC /CA/ 440.10%0.11%0.14%Q4 2022Q3 20234
Baltimore-Washington Financial Advisors, Inc. 440.53%0.71%0.86%Q4 2022Q3 20234
Balentine LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Foundation Wealth Management, LLC 442.43%2.55%2.65%Q4 2022Q3 20234
Great Diamond Partners, LLC 440.88%0.94%0.98%Q4 2022Q3 20234
Valeo Financial Advisors, LLC 210.01%0.01%0.01%Q4 2020Q1 20234
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q3 20234
Centric Wealth Management 441.07%1.32%1.56%Q3 2022Q2 20234
Conrad Siegel Investment Advisors, Inc. 440.13%0.23%0.34%Q4 2022Q3 20234
SAX WEALTH ADVISORS, LLC 440.13%0.32%0.46%Q4 2022Q3 20234
McGlone Suttner Wealth Management, Inc. 440.19%0.32%0.45%Q4 2022Q3 20234
AMERICAN NATIONAL BANK 310.00%0.01%0.01%Q3 2021Q3 20234
Relative Value Partners Group, LLC 440.33%0.51%0.69%Q4 2022Q3 20234
KESTRA PRIVATE WEALTH SERVICES, LLC 310.03%0.06%0.15%Q1 2022Q3 20234
Blue Barn Wealth, LLC 440.30%0.33%0.35%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Fortis Capital Management LLC 440.21%0.29%0.39%Q4 2022Q3 20234
Gladstone Institutional Advisory LLC 440.02%0.02%0.02%Q4 2022Q3 20234
CreativeOne Wealth, LLC 440.02%0.04%0.05%Q3 2022Q2 20234
Tyler-Stone Wealth Management 220.01%0.03%0.04%Q3 2022Q3 20234
KHP Capital, LLC 440.34%0.45%0.56%Q4 2017Q3 20184
Mill Creek Capital Advisors, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
Miracle Mile Advisors, LLC 440.01%0.06%0.19%Q4 2022Q3 20234
Stockman Wealth Management, Inc. 440.08%0.22%0.29%Q4 2022Q3 20234
Waterford Advisors, LLC 441.22%1.31%1.42%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
Robertson Stephens Wealth Management, LLC 440.18%0.19%0.20%Q4 2022Q3 20234
H. L. Ormond & Company, LLC 440.51%0.68%0.76%Q4 2021Q3 20224
Black Swift Group, LLC 440.31%0.80%1.26%Q4 2022Q3 20234
CAPITAL ONE FINANCIAL CORP 330.06%0.13%0.19%Q1 2020Q3 20203
Lido Advisors, LLC 330.07%0.11%0.16%Q1 2023Q3 20233
L & S Advisors Inc 330.04%0.06%0.06%Q1 2023Q3 20233
Commonwealth Equity Services, Inc 330.00%0.00%0.00%Q4 2016Q2 20173
Bluefin Trading, LLC 110.01%0.14%0.29%Q2 2017Q3 20193
ALTERNA WEALTH MANAGEMENT, INC 330.54%0.57%0.60%Q1 2023Q3 20233
Valmark Advisers, Inc. 330.02%0.02%0.03%Q1 2023Q3 20233
Cetera Advisor Networks LLC 210.00%0.00%0.00%Q2 2020Q3 20233
Farther Finance Advisors, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Eudaimonia Partners, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 330.00%0.00%0.00%Q1 2023Q3 20233
Onex Canada Asset Management Inc. 330.02%0.02%0.02%Q4 2022Q2 20233
Timber Creek Capital Management LLC 330.02%0.02%0.02%Q2 2022Q4 20223
Avidian Wealth Solutions, LLC 330.02%0.02%0.02%Q1 2022Q3 20223
WEDBUSH SECURITIES INC 330.01%0.02%0.02%Q1 2022Q3 20223
PHILLIPS FINANCIAL MANAGEMENT, LLC 330.10%0.10%0.10%Q1 2023Q3 20233
LINCOLN NATIONAL CORP 330.02%0.02%0.02%Q1 2023Q3 20233
HARBOR ADVISORY CORP /MA/ 331.26%1.35%1.41%Q1 2023Q3 20233
KINGS POINT CAPITAL MANAGEMENT 330.00%0.01%0.01%Q3 2020Q1 20213
FIFTH THIRD BANCORP 210.00%0.00%0.00%Q2 2017Q3 20233
Consolidated Portfolio Review Corp 330.16%0.17%0.18%Q1 2023Q3 20233
Wick Capital Partners, LLC 210.14%0.24%0.44%Q4 2022Q3 20233
Cornerstone Wealth Management, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
BB&T SECURITIES, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
ADAMSBROWN WEALTH CONSULTANTS LLC 330.17%0.19%0.21%Q4 2021Q2 20223
Householder Group Estate & Retirement Specialist, LLC 110.03%0.04%0.05%Q3 2022Q3 20233
SCHMIDT P J INVESTMENT MANAGEMENT INC 330.05%0.06%0.06%Q3 2022Q1 20233
Equitable Holdings, Inc. 330.00%0.01%0.01%Q1 2023Q3 20233
Keel Point, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
AMG National Trust Bank 330.01%0.05%0.11%Q1 2023Q3 20233
Prime Capital Investment Advisors, LLC 210.01%0.01%0.02%Q2 2021Q3 20233
Parallel Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.03%0.04%0.05%Q4 2017Q4 20183
Evergreen Wealth Solutions, LLC 331.23%1.32%1.38%Q1 2023Q3 20233
Maltin Wealth Management, Inc. 330.30%0.54%0.69%Q2 2022Q4 20223
HHM Wealth Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 210.05%0.08%0.09%Q4 2022Q3 20233
Simplify Asset Management Inc. 330.24%1.11%2.82%Q1 2023Q3 20233
OneDigital Investment Advisors LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Ledyard National Bank 330.00%0.00%0.00%Q2 2018Q4 20183
Wealth Advisory Solutions, LLC 330.10%0.11%0.13%Q4 2019Q2 20203
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Bartlett & Co. LLC 330.00%0.00%0.00%Q2 2023Q4 20233
Michael S. Ryan, Inc. 334.06%4.29%4.64%Q2 2023Q4 20233
Argent Wealth Management LLC 330.61%1.01%1.23%Q4 2019Q2 20203
J.W. COLE ADVISORS, INC. 330.02%0.02%0.03%Q3 2022Q1 20233
Endowment Wealth Management, Inc. 330.48%0.96%1.62%Q1 2023Q3 20233
OGOREK ANTHONY JOSEPH /NY/ /ADV 330.71%1.31%1.64%Q1 2023Q3 20233
Legacy CG, LLC 210.24%0.69%1.46%Q4 2021Q3 20223
MARATHON CAPITAL MANAGEMENT 220.09%0.09%0.09%Q2 2023Q3 20232
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20222
Advance Capital Management, Inc. 220.02%0.03%0.03%Q2 2023Q3 20232
Sentinus, LLC 220.14%0.20%0.25%Q1 2023Q2 20232
MATHER GROUP, LLC. 220.02%0.02%0.03%Q2 2020Q3 20202
Hudock, Inc. 220.01%0.01%0.01%Q2 2020Q3 20202
MRA Advisory Group 220.14%0.15%0.15%Q1 2023Q2 20232
Greenfield Savings Bank 220.15%0.16%0.16%Q2 2022Q3 20222
BAINCO INTERNATIONAL INVESTORS 110.01%0.01%0.02%Q1 2020Q4 20202
Cetera Investment Advisers 220.00%0.01%0.02%Q2 2023Q3 20232
Cypress Wealth Services, LLC 220.08%0.08%0.08%Q2 2018Q3 20182
Brookstone Capital Management 220.00%0.00%0.01%Q2 2023Q3 20232
Insight Wealth Strategies, LLC 220.03%0.03%0.03%Q2 2021Q3 20212
Waterloo Capital, L.P. 220.12%0.17%0.23%Q2 2023Q3 20232
LifeSteps Financial, Inc. 220.90%1.52%2.15%Q4 2019Q1 20202
Hills Bank & Trust Co 220.04%0.05%0.06%Q2 2023Q3 20232
Merit Financial Group, LLC 220.26%0.26%0.27%Q2 2023Q3 20232
Moors & Cabot, Inc. 220.02%0.02%0.02%Q3 2022Q4 20222
Karp Capital Management Corp 221.76%1.89%2.02%Q2 2022Q3 20222
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
V Wealth Advisors LLC 220.16%0.26%0.36%Q2 2020Q3 20202
Penserra Capital Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Resonant Capital Advisors, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
Cherry Tree Wealth Management, LLC 220.46%0.47%0.48%Q2 2023Q3 20232
TRUE Private Wealth Advisors 220.03%0.05%0.07%Q3 2020Q4 20202
Andesa Financial Management Inc. 220.07%0.08%0.10%Q1 2021Q2 20212
Spire Wealth Management 220.00%0.00%0.00%Q1 2023Q2 20232
ADIRONDACK TRUST CO 220.02%0.03%0.03%Q2 2023Q3 20232
FLOW TRADERS U.S. LLC 110.02%0.02%0.02%Q3 2020Q2 20212
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
Arkadios Wealth Advisors 220.00%0.00%0.00%Q1 2021Q2 20212
Occidental Asset Management, LLC 220.08%0.09%0.09%Q4 2022Q1 20232
SECURITY ASSET MANAGEMENT 110.55%0.65%0.75%Q2 2019Q1 20232
Comprehensive Financial Consultants Institutional, Inc. 220.13%0.14%0.14%Q4 2021Q1 20222
Mutual Advisors, LLC 220.04%0.05%0.06%Q2 2023Q3 20232
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q2 2019Q3 20212
Fairhaven Wealth Management, LLC 220.32%0.33%0.34%Q2 2023Q3 20232
Peoples Bank/KS 220.00%0.00%0.00%Q3 2023Q4 20232
Carroll Financial Associates, Inc. 220.00%0.00%0.00%Q1 2019Q2 20192
CIBC Private Wealth Group, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
LEO BROKERAGE, LLC 220.23%0.36%0.50%Q1 2023Q2 20232
Sound View Wealth Advisors, LLC 220.25%0.41%0.58%Q4 2018Q1 20192
Ten Capital Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q2 2021Q2 20211
ONE PLUS ONE WEALTH MANAGEMENT, LLC 110.53%0.53%0.53%Q3 2023Q3 20231
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
Alpha Financial Partners, LLC 111.34%1.34%1.34%Q2 2023Q2 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
New England Private Wealth Advisors LLC 110.31%0.31%0.31%Q3 2023Q3 20231
SALEM INVESTMENT COUNSELORS INC 110.01%0.01%0.01%Q3 2023Q3 20231
BESSEMER GROUP INC 110.00%0.00%0.00%Q4 2021Q4 20211
New Hampshire Trust 110.01%0.01%0.01%Q4 2022Q4 20221
Mid-American Wealth Advisory Group, Inc. 1113.05%13.05%13.05%Q3 2023Q3 20231
KPP Advisory Services LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Sightline Wealth Advisors, LLC 110.84%0.84%0.84%Q3 2023Q3 20231
Csenge Advisory Group 110.01%0.01%0.01%Q3 2023Q3 20231
SYM FINANCIAL Corp 110.01%0.01%0.01%Q3 2021Q3 20211
Bogart Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q3 2023Q3 20231
Global Financial Private Capital, Inc 110.03%0.03%0.03%Q1 2019Q1 20191
Sargent Bickham Lagudis LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Farmer Steven Patrick 110.07%0.07%0.07%Q2 2022Q2 20221
ETFIDEA, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
DUNCKER STREETT & CO INC 110.04%0.04%0.04%Q3 2023Q3 20231
Commonwealth Financial Services, LLC 111.63%1.63%1.63%Q3 2023Q3 20231
GOFEN & GLOSSBERG LLC /IL/ 110.02%0.02%0.02%Q4 2022Q4 20221
Ruggaard & Associates LLC 116.22%6.22%6.22%Q3 2023Q3 20231
STABLEFORD CAPITAL II LLC 110.39%0.39%0.39%Q1 2023Q1 20231
Rosenberg Matthew Hamilton 110.14%0.14%0.14%Q1 2020Q1 20201
Grove Bank & Trust 110.01%0.01%0.01%Q3 2023Q3 20231
REDW Wealth LLC 110.25%0.25%0.25%Q3 2023Q3 20231
Centennial Wealth Advisory LLC 110.54%0.54%0.54%Q4 2020Q4 20201
AdvisorNet Financial, Inc 110.00%0.00%0.00%Q3 2022Q3 20221
Ausdal Financial Partners, Inc. 110.03%0.03%0.03%Q3 2022Q3 20221
Stone House Investment Management, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
GREENUP STREET WEALTH MANAGEMENT LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Garrett Wealth Advisory Group, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Stratos Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
BANK HAPOALIM BM 110.04%0.04%0.04%Q4 2021Q4 20211
Choice Wealth Advisors, LLC 110.66%0.66%0.66%Q2 2022Q2 20221
RiverGlades Family Offices LLC 112.82%2.82%2.82%Q4 2018Q4 20181
MKT Advisors LLC 110.18%0.18%0.18%Q3 2023Q3 20231
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q1 2022Q1 20221
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2022Q1 20221
Second Half Financial Partners, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Kingsview Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q3 2023Q3 20231
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
Johnson Bixby & Associates, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Compagnie Lombard Odier SCmA 110.00%0.00%0.00%Q3 2023Q3 20231
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
MBE Wealth Management, LLC 110.15%0.15%0.15%Q1 2020Q1 20201
SIGNATUREFD, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
DEARBORN PARTNERS LLC 110.02%0.02%0.02%Q3 2023Q3 20231
United Community Bank 110.16%0.16%0.16%Q3 2023Q3 20231
Gilbert & Cook, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
COLONY GROUP LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sutton Wealth Advisors Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
L.M. KOHN & COMPANY 110.09%0.09%0.09%Q3 2023Q3 20231
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Patten Group, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Lumature Wealth Partners, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Stelac Advisory Services LLC 110.03%0.03%0.03%Q4 2021Q4 20211
CONNING INC. 110.17%0.17%0.17%Q3 2021Q3 20211
PYA Waltman Capital, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Riverview Trust Co 110.06%0.06%0.06%Q3 2023Q3 20231
Weaver Consulting Group 110.98%0.98%0.98%Q3 2023Q3 20231
FDx Advisors, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
TOBIAS FINANCIAL ADVISORS, INC. 112.01%2.01%2.01%Q4 2021Q4 20211
HMS Capital Management, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
CAPITAL ONE, NATIONAL ASSOCIATION 110.17%0.17%0.17%Q4 2019Q4 20191
External links

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