ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 33330.00%0.00%0.01%Q3 2015Q3 202333
ROYAL BANK OF CANADA 2580.00%0.00%0.01%Q2 2015Q3 202333
JANE STREET GROUP, LLC 1530.00%0.02%0.09%Q3 2015Q1 202328
IFP Advisors, Inc 1710.00%0.03%0.15%Q1 2016Q3 202327
LPL Financial LLC 27270.00%0.02%0.09%Q1 2017Q3 202327
MML INVESTORS SERVICES, LLC 26260.02%0.07%0.17%Q2 2017Q3 202326
STIFEL FINANCIAL CORP 25250.00%0.01%0.02%Q3 2017Q3 202325
RAYMOND JAMES & ASSOCIATES 25250.00%0.01%0.03%Q3 2017Q3 202325
HighTower Advisors, LLC 25250.00%0.01%0.01%Q3 2017Q3 202325
CITIGROUP INC 25250.00%0.00%0.06%Q3 2017Q3 202325
Raymond James Financial Services Advisors, Inc. 25250.00%0.01%0.02%Q3 2017Q3 202325
Cambridge Investment Research Advisors, Inc. 24240.00%0.04%0.09%Q4 2017Q3 202324
JPMORGAN CHASE & CO 24240.00%0.00%0.02%Q4 2017Q3 202324
Citadel Advisors 510.00%0.00%0.00%Q1 2017Q3 202324
Front Row Advisors LLC 24240.01%0.09%0.15%Q4 2017Q3 202324
B. Riley Wealth Advisors, Inc. 23230.03%0.08%0.20%Q1 2018Q3 202323
BARCLAYS PLC 22220.00%0.00%0.00%Q4 2017Q1 202322
ENVESTNET ASSET MANAGEMENT INC 2020.00%0.03%0.23%Q3 2017Q3 202322
BLAIR WILLIAM & CO/IL 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.09%0.33%Q3 2018Q3 202321
Freedom Investment Management, Inc. 21210.04%0.06%0.10%Q1 2018Q1 202321
MORGAN STANLEY 21210.00%0.00%0.01%Q3 2018Q3 202321
Advisory Services Network, LLC 21210.00%0.04%0.09%Q3 2018Q3 202321
KCS Wealth Advisory 20200.08%0.55%0.92%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.02%0.14%Q4 2017Q3 202220
Mirae Asset Global Investments Co., Ltd. 1910.00%0.01%0.01%Q3 2018Q3 202320
Archer Investment Corp 20200.27%0.35%0.45%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.31%2.28%Q1 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.01%0.01%0.04%Q4 2018Q3 202320
BW Gestao de Investimentos Ltda. 1466.18%28.19%55.28%Q1 2017Q1 202220
WELLS FARGO & COMPANY/MN 20200.00%0.00%0.00%Q4 2018Q3 202320
Private Advisor Group, LLC 19190.01%0.02%0.04%Q1 2019Q3 202319
COMMONWEALTH EQUITY SERVICES, LLC 1810.00%0.02%0.08%Q3 2018Q3 202319
Private Capital Group, LLC 19190.00%0.01%0.03%Q4 2017Q2 202219
NewEdge Advisors, LLC 1360.01%0.18%0.41%Q4 2018Q3 202319
Advisors Asset Management, Inc. 19190.00%0.01%0.01%Q1 2019Q3 202319
Dynamic Advisor Solutions LLC 18180.04%0.08%0.15%Q2 2019Q3 202318
Pflug Koory, LLC 18180.15%0.25%0.33%Q2 2019Q3 202318
CWM, LLC 1080.00%0.13%0.70%Q1 2019Q3 202318
AE Wealth Management LLC 1710.01%0.13%0.61%Q3 2018Q3 202318
Quad-Cities Investment Group, LLC 1430.01%0.31%0.49%Q1 2019Q3 202317
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1250.00%0.00%0.00%Q4 2018Q3 202317
Steward Partners Investment Advisory, LLC 710.00%0.02%0.08%Q3 2017Q3 202317
NOMURA ASSET MANAGEMENT CO LTD 840.01%0.05%0.10%Q2 2018Q3 202317
Catalyst Capital Advisors LLC 1420.00%0.01%0.02%Q3 2019Q3 202316
Key FInancial Inc 16160.56%0.92%1.33%Q4 2019Q3 202316
OPPENHEIMER & CO INC 16160.01%0.02%0.04%Q4 2019Q3 202316
Capital Asset Advisory Services LLC 16160.00%0.16%0.45%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.02%0.03%0.03%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.06%0.09%0.11%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.01%0.08%0.15%Q4 2019Q3 202316
Provident Wealth Management, LLC 16161.12%1.90%3.25%Q4 2019Q3 202316
UBS Group AG 1010.00%0.00%0.00%Q4 2017Q3 202315
Janney Montgomery Scott LLC 410.00%0.02%0.11%Q3 2017Q3 202315
Disciplined Investments, LLC 15150.02%0.06%0.12%Q4 2019Q2 202315
OSAIC HOLDINGS, INC. 15150.01%0.03%0.10%Q1 2020Q3 202315
Gradient Investments LLC 14140.00%0.24%1.80%Q2 2020Q3 202314
AdvisorNet Financial, Inc 14140.00%0.02%0.05%Q2 2020Q3 202314
Creative Planning 1010.00%0.00%0.00%Q2 2017Q2 202314
TRUIST FINANCIAL CORP 14140.00%0.01%0.01%Q2 2020Q3 202314
AMG National Trust Bank 14140.02%0.61%2.26%Q2 2020Q3 202314
Baker Avenue Asset Management, LP 14140.08%0.54%0.98%Q2 2020Q3 202314
Capital Advisory Group Advisory Services, LLC 14140.31%1.45%2.90%Q2 2020Q3 202314
Financial Architects, Inc 1040.09%0.36%0.44%Q4 2019Q2 202314
AMERIPRISE FINANCIAL INC 13130.00%0.01%0.01%Q3 2020Q3 202313
Laffer Tengler Investments, Inc. 1210.00%0.13%0.31%Q1 2018Q3 202113
Certified Advisory Corp 710.01%0.38%2.04%Q3 2018Q1 202313
Geneos Wealth Management Inc. 710.00%0.01%0.05%Q2 2018Q3 202313
OPPENHEIMER ASSET MANAGEMENT INC. 13130.08%0.16%0.22%Q3 2020Q3 202313
Integrated Wealth Concepts LLC 13130.01%0.04%0.09%Q3 2020Q3 202313
CAPITAL WEALTH MANAGEMENT, LLC 13130.22%0.84%1.45%Q3 2020Q3 202313
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q3 2020Q3 202313
THRIVENT FINANCIAL FOR LUTHERANS 13130.00%0.01%0.03%Q3 2020Q3 202313
Sigma Planning Corp 13130.01%0.03%0.08%Q1 2020Q1 202313
J.W. COLE ADVISORS, INC. 810.04%0.07%0.12%Q4 2019Q3 202313
COLONY GROUP LLC 13130.00%0.01%0.01%Q1 2019Q1 202213
Eudaimonia Partners, LLC 810.12%0.17%0.22%Q4 2019Q3 202312
ASSETMARK, INC 660.00%0.08%0.16%Q2 2020Q3 202312
Anfield Capital Management, LLC 1110.08%0.22%0.34%Q2 2020Q3 202312
HUNTINGTON NATIONAL BANK 840.00%0.00%0.00%Q2 2020Q3 202312
Aptus Capital Advisors, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Stewardship Advisors, LLC 12120.10%1.86%2.94%Q1 2020Q4 202212
JAMES INVESTMENT RESEARCH INC 1110.02%0.54%1.35%Q3 2020Q3 202312
Rockefeller Capital Management L.P. 12120.00%0.00%0.00%Q1 2020Q4 202212
FMR LLC 710.00%0.00%0.00%Q1 2019Q3 202312
Cetera Advisors LLC 610.00%0.03%0.05%Q1 2019Q3 202312
NEXT Financial Group, Inc 610.00%0.03%0.14%Q4 2018Q4 202112
McAdam, LLC 12120.03%0.03%0.04%Q4 2020Q3 202312
Global Retirement Partners, LLC 750.00%0.01%0.02%Q3 2020Q3 202312
Founders Financial Alliance, LLC 11110.02%0.04%0.06%Q1 2021Q3 202311
Parkside Financial Bank & Trust 11110.03%0.04%0.04%Q2 2020Q4 202211
Banque Cantonale Vaudoise 11110.00%0.01%0.02%Q1 2021Q3 202311
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 11110.58%0.70%0.93%Q1 2021Q3 202311
RAYMOND JAMES TRUST N.A. 11110.02%0.02%0.03%Q2 2020Q4 202211
Trek Financial, LLC 11110.02%0.05%0.10%Q2 2020Q4 202211
Newfound Research LLC 650.04%0.34%1.14%Q3 2017Q2 202011
BANK OF NOVA SCOTIA 610.00%0.03%0.13%Q3 2018Q3 202311
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 11110.00%0.00%0.00%Q1 2021Q3 202311
Baldrige Asset Management LLC 11110.61%0.75%0.99%Q3 2020Q1 202311
Allworth Financial LP 11110.00%0.05%0.11%Q1 2021Q3 202311
Sargent Bickham Lagudis LLC 11110.00%0.02%0.03%Q2 2020Q4 202211
BlackRock Inc. 920.00%0.00%0.00%Q2 2020Q3 202311
Cetera Advisor Networks LLC 1010.00%0.02%0.04%Q2 2020Q3 202311
Cetera Investment Advisers 11110.00%0.03%0.12%Q1 2021Q3 202311
ALLIANCEBERNSTEIN L.P. 11110.01%0.02%0.02%Q1 2021Q3 202311
Ridgewood Investments LLC 11110.20%0.23%0.27%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.02%0.04%Q1 2021Q3 202311
Kestra Advisory Services, LLC 740.00%0.02%0.07%Q4 2020Q3 202311
Systelligence, LLC 920.54%1.79%5.47%Q1 2020Q3 202311
LADENBURG THALMANN FINANCIAL SERVICES INC. 11110.00%0.01%0.01%Q2 2017Q4 201911
Foundations Investment Advisors, LLC 1010.01%0.08%0.22%Q2 2020Q1 202311
Allianz Asset Management GmbH 910.00%0.01%0.03%Q4 2018Q4 202110
Campbell Wealth Management 10100.07%0.08%0.09%Q1 2020Q2 202210
BENJAMIN F. EDWARDS & COMPANY, INC. 10100.00%0.00%0.01%Q3 2020Q4 202210
Advisors Preferred, LLC 640.00%0.08%0.32%Q4 2020Q3 202310
BARINGS LLC 820.07%0.22%0.46%Q3 2020Q2 202310
Compagnie Lombard Odier SCmA 10100.01%0.02%0.02%Q2 2021Q3 202310
Capital Investment Advisory Services, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Prostatis Group LLC 10100.21%0.68%1.64%Q4 2019Q1 202210
CALTON & ASSOCIATES, INC. 730.05%0.12%0.19%Q2 2019Q2 202310
V Wealth Advisors LLC 640.06%0.51%1.08%Q3 2017Q2 202110
Insight Wealth Strategies, LLC 10100.03%0.09%0.13%Q3 2019Q4 202110
CreativeOne Wealth, LLC 910.02%0.10%0.26%Q4 2020Q2 202310
WealthPLAN Partners, LLC 310.01%0.04%0.17%Q2 2017Q2 202310
STEPHENS INC /AR/ 640.00%0.00%0.01%Q4 2018Q1 202210
HARBOUR INVESTMENTS, INC. 640.00%0.04%0.07%Q1 2021Q3 202310
DB Wealth Management Group, LLC 640.01%0.05%0.13%Q4 2020Q3 202310
First Allied Advisory Services, Inc. 990.02%0.21%0.46%Q4 2017Q4 20199
Independent Wealth Network Inc. 990.20%0.23%0.28%Q3 2021Q3 20239
Destiny Wealth Partners, LLC 990.00%0.85%1.87%Q4 2020Q4 20229
Cedar Brook Financial Partners, LLC 990.13%0.24%0.28%Q4 2018Q4 20209
Verition Fund Management LLC 410.00%0.09%0.25%Q4 2018Q3 20229
Herold Advisors, Inc. 990.28%0.40%0.56%Q3 2021Q3 20239
FinTrust Capital Advisors, LLC 990.06%0.09%0.11%Q3 2021Q3 20239
Newbridge Financial Services Group, Inc. 990.00%1.00%1.55%Q3 2020Q3 20229
Running Point Capital Advisors, LLC 720.00%0.00%0.01%Q2 2021Q3 20239
Golden State Wealth Management, LLC 410.02%0.05%0.20%Q1 2019Q1 20229
Outlook Wealth Advisors, LLC 990.28%0.42%0.68%Q1 2020Q1 20229
Burt Wealth Advisors 990.15%0.25%0.58%Q1 2020Q1 20229
PURSUE WEALTH PARTNERS LLC 880.60%0.81%0.95%Q4 2021Q3 20238
Ancora Advisors LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Secure Asset Management, LLC 880.24%0.32%0.48%Q2 2020Q1 20228
Mutual Advisors, LLC 510.02%0.05%0.12%Q2 2019Q3 20238
Acorn Wealth Advisors, LLC 880.18%0.20%0.23%Q4 2021Q3 20238
O'ROURKE & COMPANY, Inc 880.24%0.32%0.38%Q4 2021Q3 20238
Parallel Advisors, LLC 710.00%0.00%0.00%Q2 2021Q3 20238
Aurora Private Wealth, Inc. 710.09%0.13%0.24%Q1 2021Q1 20238
FSC Wealth Advisors, LLC 880.01%0.04%0.12%Q4 2021Q3 20238
WEBSTER BANK, N. A. 880.00%0.02%0.03%Q4 2021Q3 20238
PFG Advisors 620.02%0.05%0.09%Q3 2021Q3 20238
Transamerica Financial Advisors, Inc. 710.01%0.05%0.08%Q2 2019Q3 20238
Future Financial Wealth Managment LLC 881.22%1.53%1.70%Q1 2021Q4 20228
Aspire Wealth Management Corp 882.05%2.46%2.85%Q4 2021Q3 20238
Gladstone Institutional Advisory LLC 530.06%0.14%0.22%Q4 2018Q1 20218
Northwest Capital Management Inc 880.10%0.47%0.93%Q4 2021Q3 20238
MARINER INDEPENDENT ADVISOR NETWORK, LLC 880.08%0.12%0.14%Q4 2020Q3 20228
Advisor Group, Inc. 880.00%0.00%0.01%Q1 2018Q4 20198
Atria Wealth Solutions, Inc. 770.00%0.03%0.07%Q1 2022Q3 20237
Crewe Advisors LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Columbus Macro, LLC 520.66%1.72%2.43%Q4 2018Q4 20227
LPWM LLC 771.20%1.39%1.71%Q1 2022Q3 20237
EverSource Wealth Advisors, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Leicht Financial Planning & Wealth Management, Inc. 770.68%3.44%5.14%Q3 2018Q1 20207
AIRE ADVISORS, LLC 771.71%2.10%2.48%Q1 2022Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.00%0.01%Q4 2020Q4 20227
Tower Research Capital LLC (TRC) 510.00%0.00%0.00%Q2 2015Q2 20227
MONTAG A & ASSOCIATES INC 770.00%0.00%0.00%Q1 2021Q3 20227
Snowden Capital Advisors LLC 610.01%0.02%0.03%Q4 2021Q3 20237
Laurel Wealth Advisors, Inc. 770.02%0.04%0.06%Q2 2021Q4 20227
GUGGENHEIM CAPITAL LLC 770.01%0.02%0.05%Q1 2022Q3 20237
WealthShield Partners, LLC 770.00%0.07%0.17%Q1 2022Q3 20237
CREATIVE FINANCIAL DESIGNS INC /ADV 770.02%0.05%0.11%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 430.04%0.05%0.06%Q2 2021Q3 20237
Belpointe Asset Management LLC 770.01%0.04%0.07%Q3 2021Q1 20237
Cardan Capital Partners, LLC 770.36%0.92%1.40%Q1 2020Q3 20217
PNC FINANCIAL SERVICES GROUP, INC. 770.00%0.00%0.00%Q1 2022Q3 20237
Qube Research & Technologies Ltd 430.00%0.01%0.02%Q2 2021Q3 20237
Windsor Capital Management, LLC 770.09%0.18%0.26%Q1 2022Q3 20237
CLIENT 1ST ADVISORY GROUP, LLC 770.10%0.21%0.35%Q1 2022Q3 20237
Compass Financial Group, Inc. 771.43%1.72%1.90%Q3 2020Q1 20227
RHS Financial, LLC 520.29%0.45%0.59%Q3 2020Q3 20237
MCMORGAN & CO LLC 661.37%2.02%3.14%Q3 2021Q4 20226
Sanford Advisory Services, LLC 660.45%2.28%3.70%Q3 2021Q4 20226
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 660.02%0.02%0.02%Q1 2020Q2 20216
Global Trust Asset Management, LLC 660.00%0.00%0.01%Q4 2020Q1 20226
WHITTIER TRUST CO 660.00%0.00%0.00%Q2 2022Q3 20236
Scissortail Wealth Management, LLC 510.32%0.41%0.52%Q1 2022Q3 20236
WEALTHSOURCE PARTNERS, LLC 660.03%0.27%0.48%Q1 2022Q2 20236
TRUE Private Wealth Advisors 420.03%0.14%0.35%Q1 2022Q3 20236
Baystate Wealth Management LLC 410.00%0.02%0.04%Q4 2020Q2 20236
MV CAPITAL MANAGEMENT, INC. 660.00%0.41%0.75%Q4 2020Q1 20226
LIBERTY WEALTH MANAGEMENT LLC 310.00%0.18%0.63%Q4 2020Q3 20226
Retirement Group, LLC 410.00%0.00%0.00%Q4 2019Q3 20216
OLIVER LAGORE VANVALIN INVESTMENT GROUP 510.00%0.04%0.10%Q1 2022Q3 20236
Baird Financial Group, Inc. 330.00%0.00%0.00%Q2 2019Q4 20226
Venturi Wealth Management, LLC 660.00%0.02%0.05%Q2 2022Q3 20236
Blue Trust, Inc. 660.00%0.03%0.08%Q2 2022Q3 20236
Clearview Wealth Advisors LLC 660.03%0.29%0.71%Q1 2022Q2 20236
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.18%0.30%0.42%Q2 2022Q3 20236
Advisory Alpha, LLC 510.03%1.21%1.67%Q1 2022Q3 20236
TNF LLC 660.10%0.33%0.89%Q1 2022Q2 20236
HOHIMER WEALTH MANAGEMENT, LLC 330.32%0.69%1.06%Q1 2022Q3 20236
FDx Advisors, Inc. 510.01%0.02%0.05%Q4 2018Q3 20226
FormulaFolio Investments, LLC 660.04%1.09%2.63%Q3 2019Q4 20206
Lloyd Advisory Services, LLC. 310.00%0.04%0.23%Q4 2019Q1 20226
Financial Management Professionals, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
1832 Asset Management L.P. 660.08%0.11%0.12%Q1 2022Q2 20236
Atria Investments, Inc 410.02%0.07%0.09%Q1 2021Q3 20236
Goodwin Investment Advisory 660.00%0.18%0.36%Q1 2022Q2 20236
Lion Street Advisors, LLC 410.12%0.16%0.19%Q3 2021Q2 20236
MERCER GLOBAL ADVISORS INC /ADV 660.02%0.03%0.04%Q2 2022Q3 20236
TCWP LLC 660.39%0.55%0.77%Q4 2021Q1 20236
One Wealth Advisors, LLC 660.05%0.30%0.58%Q1 2022Q2 20236
SCOTIA CAPITAL INC. 420.00%0.01%0.01%Q3 2018Q3 20236
STRINGER ASSET MANAGEMENT, LLC 511.50%4.17%6.24%Q4 2017Q1 20216
Prestige Wealth Management Group LLC 510.11%1.07%5.76%Q4 2020Q3 20236
Bay Harbor Wealth Management, LLC 510.00%0.29%0.56%Q4 2021Q3 20236
Aletheian Wealth Advisors LLC 510.22%0.28%0.33%Q1 2022Q4 20236
FIRST NATIONAL CORP /MA/ /ADV 310.11%0.38%0.55%Q3 2020Q3 20225
IndexIQ Advisors LLC 550.03%0.76%1.24%Q1 2021Q1 20225
Lebenthal Global Advisors, LLC 550.28%0.66%0.93%Q1 2021Q1 20225
AXXCESS WEALTH MANAGEMENT, LLC 550.05%0.06%0.07%Q3 2022Q3 20235
Concord Wealth Partners 210.00%0.00%0.00%Q1 2022Q3 20235
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 550.14%0.73%1.12%Q1 2022Q1 20235
55I, LLC 550.01%0.18%0.45%Q1 2021Q1 20225
JB Capital LLC 410.02%0.41%0.86%Q1 2022Q3 20235
Mariner, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
NVWM, LLC 550.01%0.01%0.01%Q4 2018Q4 20195
PATTON ALBERTSON MILLER GROUP, LLC 550.05%0.11%0.14%Q3 2022Q3 20235
Econ Financial Services Corp 550.18%1.16%2.10%Q3 2022Q3 20235
Merriman Wealth Management, LLC 410.05%0.15%0.19%Q2 2020Q4 20225
Cardinal Strategic Wealth Guidance 550.00%0.54%0.88%Q1 2022Q1 20235
Stratos Wealth Advisors, LLC 320.02%0.15%0.32%Q1 2021Q4 20225
NWAM LLC 550.02%0.06%0.11%Q1 2022Q1 20235
US BANCORP \DE\ 550.00%0.00%0.00%Q3 2022Q3 20235
HORIZON FINANCIAL SERVICES, LLC 551.51%2.12%2.32%Q3 2022Q3 20235
Baron Financial Group, LLC 551.81%2.11%2.38%Q3 2022Q3 20235
Raleigh Capital Management Inc. 550.00%0.03%0.06%Q1 2022Q1 20235
Sierra Capital LLC 320.03%0.03%0.04%Q2 2022Q3 20235
SHEETS SMITH WEALTH MANAGEMENT 410.00%0.11%0.14%Q2 2022Q3 20235
Simplicity Solutions, LLC 550.03%0.38%0.78%Q4 2019Q4 20205
Avidian Wealth Solutions, LLC 550.02%0.03%0.04%Q4 2021Q4 20225
B&D White Capital Company, LLC 550.30%1.71%2.59%Q4 2020Q4 20215
PARK AVENUE SECURITIES LLC 410.01%0.38%0.76%Q1 2022Q3 20235
FARMERS & MERCHANTS INVESTMENTS INC 550.00%0.00%0.00%Q4 2021Q4 20225
Van Hulzen Asset Management, LLC 550.04%0.09%0.13%Q1 2022Q1 20235
First Horizon Advisors, Inc. 310.00%0.01%0.02%Q4 2018Q3 20235
CFS Investment Advisory Services, LLC 550.01%0.40%0.65%Q4 2021Q4 20225
Element Wealth, LLC 410.02%0.09%0.12%Q1 2022Q3 20235
PROVENCE WEALTH MANAGEMENT GROUP 410.01%0.34%0.58%Q2 2022Q3 20235
360 Financial, Inc. 552.24%2.43%2.96%Q3 2022Q3 20235
Stokes Family Office, LLC 440.07%0.26%0.34%Q1 2022Q4 20224
Tidal Investments LLC 440.05%0.10%0.13%Q4 2022Q3 20234
FIFTH THIRD BANCORP 440.00%0.00%0.00%Q4 2022Q3 20234
Towerpoint Wealth, LLC 440.13%0.33%0.46%Q4 2021Q3 20224
Buttonwood Financial Group, LLC 441.12%1.75%2.45%Q1 2022Q4 20224
Bank of New York Mellon Corp 440.00%0.00%0.00%Q1 2022Q4 20224
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
SigFig Wealth Management, LLC 440.01%0.05%0.06%Q1 2022Q4 20224
San Luis Wealth Advisors LLC 310.25%0.60%1.12%Q4 2020Q1 20224
CENTAURUS FINANCIAL, INC. 310.00%0.02%0.04%Q2 2018Q4 20224
Ahrens Investment Partners LLC 310.00%0.00%0.00%Q4 2021Q1 20234
Florin Court Capital LLP 310.26%1.38%3.86%Q3 2021Q3 20234
Ascent Group, LLC 310.02%0.07%0.16%Q3 2022Q3 20234
Arkadios Wealth Advisors 440.00%0.01%0.01%Q4 2020Q3 20214
Millington Financial Advisors, LLC 440.56%0.61%0.67%Q4 2022Q3 20234
ONE Advisory Partners, LLC 440.24%0.86%1.27%Q1 2022Q4 20224
Beaird Harris Wealth Management, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
VALLEY NATIONAL ADVISERS INC 310.00%0.00%0.00%Q4 2020Q4 20224
Sowell Financial Services LLC 220.00%0.02%0.04%Q4 2020Q2 20234
Richard W. Paul & Associates, LLC 440.00%0.25%0.33%Q4 2022Q3 20234
GeoWealth Management, LLC 210.20%0.63%1.31%Q3 2021Q3 20234
IHT Wealth Management, LLC 440.04%0.07%0.08%Q1 2019Q4 20194
COMERICA SECURITIES,INC. 440.05%0.12%0.18%Q1 2022Q4 20224
MASSMUTUAL TRUST CO FSB/ADV 210.00%0.04%0.08%Q2 2018Q4 20224
Tradewinds Capital Management, LLC 310.03%6.96%15.73%Q4 2021Q3 20234
Hall Private Wealth Advisors 440.53%0.59%0.70%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.06%0.20%Q4 2022Q3 20234
Insight Advisors, LLC/ PA 440.11%0.12%0.13%Q4 2020Q3 20214
HERITAGE WEALTH MANAGEMENT, LLC 440.00%0.00%0.01%Q1 2022Q4 20224
Modera Wealth Management, LLC 220.01%0.02%0.03%Q4 2021Q3 20234
Squar Milner Financial Services LLC 220.00%0.00%0.00%Q1 2019Q1 20204
CoreCap Advisors, LLC 440.03%0.05%0.07%Q1 2022Q4 20224
SteelPeak Wealth, LLC 440.05%0.15%0.22%Q1 2022Q4 20224
Avior Wealth Management, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
West Wealth Group, LLC 440.10%0.46%0.74%Q1 2022Q4 20224
Csenge Advisory Group 440.02%0.03%0.04%Q2 2022Q1 20234
Pettinga Financial Advisors LLC 440.11%0.41%0.69%Q1 2022Q4 20224
TUCKER ASSET MANAGEMENT LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Centerpoint Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
TRANSCEND CAPITAL ADVISORS, LLC 440.02%0.03%0.04%Q1 2022Q4 20224
Brookstone Capital Management 440.01%0.02%0.03%Q1 2022Q4 20224
High Falls Advisors, Inc 440.08%0.69%1.12%Q1 2022Q4 20224
Centurion Wealth Management LLC 440.22%0.32%0.57%Q4 2022Q3 20234
Perigon Wealth Management, LLC 210.03%0.05%0.07%Q3 2011Q4 20224
Robertson Stephens Wealth Management, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Horst & Graben Wealth Management LLC 440.24%0.82%1.17%Q1 2022Q4 20224
Trilogy Capital Inc. 310.71%0.83%0.88%Q4 2019Q4 20204
Global Financial Private Capital, Inc 440.01%0.01%0.01%Q4 2017Q3 20184
Kades & Cheifetz LLC 443.77%3.86%3.93%Q4 2022Q3 20234
WHITTIER TRUST CO OF NEVADA INC 440.00%0.00%0.00%Q3 2022Q2 20234
PRUDENTIAL FINANCIAL INC 440.00%0.00%0.00%Q1 2022Q4 20224
Keystone Wealth Services, LLC 330.18%0.21%0.26%Q2 2022Q4 20223
Wealth Alliance 330.14%0.16%0.18%Q2 2022Q4 20223
SALEM INVESTMENT COUNSELORS INC 330.00%0.00%0.00%Q1 2023Q3 20233
FIRETHORN WEALTH PARTNERS, LLC 330.32%0.35%0.37%Q2 2022Q4 20223
Stone House Investment Management, LLC 330.79%0.96%1.06%Q2 2022Q4 20223
SIMPLEX TRADING, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Westshore Wealth, LLC 330.54%0.63%0.81%Q4 2022Q2 20233
Spectrum Planning & Advisory Services Inc. 330.46%0.61%0.80%Q2 2022Q4 20223
Merit Financial Group, LLC 330.04%0.04%0.04%Q2 2022Q4 20223
Strategic Asset Management, LLC 330.01%0.04%0.11%Q1 2022Q3 20223
Private Advisory Group LLC 330.14%0.18%0.21%Q2 2020Q4 20203
Strategic Blueprint, LLC 330.07%0.07%0.08%Q2 2022Q4 20223
Advisor Resource Council 110.04%0.04%0.06%Q2 2021Q2 20223
Mascoma Wealth Management LLC 210.00%0.12%0.35%Q3 2018Q4 20223
WealthPlan Investment Management, LLC 210.01%0.02%0.03%Q1 2022Q4 20223
ICA Group Wealth Management, LLC 330.00%0.00%0.01%Q4 2022Q2 20233
ZRC WEALTH MANAGEMENT, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Tri-Star Advisors Inc. 330.53%0.82%1.11%Q1 2022Q3 20223
Financial Connections Group, Inc. 330.03%0.06%0.09%Q2 2022Q4 20223
Ameritas Investment Company, LLC 110.00%0.00%0.01%Q4 2018Q1 20203
Mount Yale Investment Advisors, LLC 330.03%0.03%0.04%Q2 2022Q4 20223
LEVEL FOUR FINANCIAL, LLC 330.09%0.10%0.10%Q4 2020Q2 20213
Orion Portfolio Solutions, LLC 330.04%0.04%0.05%Q2 2022Q4 20223
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Argentus Capital Management, LLC 330.00%0.00%0.00%Q1 2016Q3 20163
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Palogic Value Management, L.P. 330.22%0.34%0.47%Q1 2023Q3 20233
Accel Wealth Management 330.00%0.00%0.00%Q3 2022Q1 20233
DARK FOREST CAPITAL MANAGEMENT LP 330.29%0.33%0.39%Q1 2023Q3 20233
H&H Retirement Design & Management INC 330.22%1.93%3.32%Q1 2020Q3 20203
Belvedere Trading LLC 330.00%0.00%0.00%Q1 2023Q3 20233
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 210.01%0.02%0.03%Q4 2019Q3 20213
Intelligence Driven Advisers, LLC 330.57%0.83%1.15%Q1 2022Q3 20223
Patriot Financial Group Insurance Agency, LLC 330.01%0.03%0.05%Q1 2022Q3 20223
Rosenberg Matthew Hamilton 330.00%0.01%0.01%Q1 2022Q3 20223
Capital Analysts, LLC 330.01%0.01%0.01%Q2 2022Q4 20223
Fulcrum Equity Management 330.56%0.66%0.82%Q1 2021Q3 20213
Sharkey, Howes & Javer 330.40%0.55%0.76%Q2 2022Q4 20223
EQ LLC 330.56%0.63%0.70%Q2 2022Q4 20223
LVW Advisors, LLC 330.13%0.18%0.21%Q2 2022Q4 20223
PAX Financial Group, LLC 330.49%0.54%0.61%Q2 2022Q4 20223
Security Financial Services, INC. 330.54%0.64%0.79%Q2 2022Q4 20223
Windham Capital Management, LLC 330.92%0.93%0.95%Q1 2023Q3 20233
Bigelow Investment Advisors, LLC 330.19%0.23%0.25%Q1 2023Q3 20233
Redhawk Wealth Advisors, Inc. 110.97%1.29%1.61%Q3 2018Q2 20213
OLD MISSION CAPITAL LLC 110.02%0.04%0.06%Q3 2020Q4 20213
BB&T SECURITIES, LLC 110.00%0.06%0.13%Q3 2017Q4 20183
PRIVATE TRUST CO NA 330.01%0.01%0.01%Q2 2022Q4 20223
Cornerstone Planning Group LLC 212.76%3.24%3.60%Q4 2022Q3 20233
Almanack Investment Partners, LLC. 210.05%0.05%0.05%Q3 2020Q1 20223
Summit X, LLC 330.18%0.21%0.28%Q2 2022Q4 20223
Cooper Financial Group 330.08%0.09%0.12%Q2 2022Q4 20223
Mayflower Financial Advisors, LLC 330.06%0.07%0.07%Q2 2022Q4 20223
ShoreHaven Wealth Partners, LLC 330.41%0.52%0.71%Q2 2022Q4 20223
Bluefin Trading, LLC 210.57%0.90%1.27%Q1 2018Q4 20183
Clark Capital Management Group, Inc. 330.02%0.02%0.03%Q1 2023Q3 20233
Core Wealth Advisors, Inc. 330.03%0.14%0.21%Q4 2019Q2 20203
Lantz Financial LLC 330.12%0.15%0.17%Q2 2022Q4 20223
Onyx Bridge Wealth Group LLC 330.15%0.29%0.43%Q1 2023Q3 20233
Scarborough Advisors, LLC 330.57%0.70%0.89%Q2 2022Q4 20223
IFG Advisory, LLC 330.02%0.03%0.03%Q2 2022Q4 20223
TRUST CO OF VERMONT 210.00%0.00%0.00%Q1 2021Q4 20213
WESPAC Advisors, LLC 330.41%0.50%0.61%Q1 2021Q3 20213
KESTRA PRIVATE WEALTH SERVICES, LLC 330.01%0.02%0.02%Q3 2022Q1 20233
Austin Private Wealth, LLC 330.31%0.37%0.46%Q2 2022Q4 20223
Cypress Wealth Services, LLC 330.21%0.23%0.25%Q2 2022Q4 20223
GRIES FINANCIAL LLC 210.29%0.99%1.45%Q1 2022Q4 20223
Regal Investment Advisors LLC 330.04%0.06%0.07%Q2 2022Q4 20223
Adams Wealth Management 332.64%2.81%2.99%Q1 2023Q3 20233
LGT Financial Advisors LLC 210.00%0.01%0.03%Q4 2022Q3 20233
Day & Ennis, LLC 330.08%0.22%0.32%Q1 2022Q3 20223
Elevated Capital Advisors, LLC 110.76%0.79%0.83%Q1 2021Q1 20223
Fortis Advisors, LLC 330.01%0.01%0.01%Q2 2022Q4 20223
FLAGSHIP HARBOR ADVISORS, LLC 330.20%0.21%0.22%Q3 2018Q1 20193
SWMG, LLC 330.12%0.31%0.41%Q3 2022Q1 20233
SIGNATUREFD, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Meridian Wealth Management, LLC 210.01%0.02%0.02%Q2 2019Q3 20233
Spectrum Management Group, LLC 330.02%0.17%0.31%Q1 2022Q3 20223
Invst, LLC 220.16%0.16%0.17%Q2 2022Q3 20222
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 221.15%1.21%1.27%Q2 2018Q3 20182
Apollon Wealth Management, LLC 220.01%0.02%0.02%Q4 2022Q1 20232
Redwood Investment Management, LLC 220.96%1.69%2.42%Q1 2019Q2 20192
Brinker Capital Investments, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Summit Rock Advisors, LP 115.80%7.38%8.95%Q2 2020Q4 20202
Tradition Wealth Management, LLC 110.00%0.14%0.27%Q1 2022Q4 20222
Keebeck Wealth Management, LLC 220.04%0.05%0.06%Q3 2022Q4 20222
Financial Advocates Investment Management 220.01%0.02%0.03%Q1 2022Q2 20222
Allred Capital Management, LLC 110.04%0.06%0.07%Q4 2019Q1 20212
Psagot Value Holdings Ltd. / (Israel) 220.01%0.01%0.01%Q3 2022Q4 20222
Hudock, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
LexAurum Advisors, LLC 220.14%0.16%0.19%Q1 2020Q2 20202
Conservest Capital Advisors, Inc. 220.02%0.03%0.03%Q4 2022Q1 20232
SYM FINANCIAL Corp 110.00%0.00%0.00%Q2 2022Q3 20232
Cavalier Investments, LLC 110.67%1.29%1.91%Q4 2020Q3 20212
Clarity Financial LLC 220.39%0.53%0.68%Q2 2021Q3 20212
OneDigital Investment Advisors LLC 220.07%0.12%0.18%Q3 2022Q4 20222
Keystone Financial Services 220.66%0.67%0.69%Q2 2022Q3 20222
BMS Financial Advisors, LLC 110.14%0.27%0.39%Q1 2022Q3 20222
CIBC WORLD MARKET INC. 220.00%0.00%0.00%Q3 2019Q4 20192
Fortis Capital Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q2 20232
LFS ASSET MANAGEMENT 220.42%0.46%0.50%Q2 2022Q3 20222
Johnson Financial Group, Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
Icon Wealth Partners, LLC 220.13%0.26%0.40%Q1 2022Q2 20222
PROVIDA PENSION FUND ADMINISTRATOR 110.70%1.40%2.11%Q1 2022Q4 20222
Icon Wealth Advisors, LLC 220.28%0.29%0.31%Q3 2022Q4 20222
Hilltop Partners LLC 112.09%2.16%2.23%Q1 2023Q3 20232
Wolff Financial Management LLC 110.12%0.17%0.22%Q1 2021Q3 20212
FFG RETIREMENT ADVISORS LLC 110.30%0.33%0.35%Q4 2022Q3 20232
CIBC Private Wealth Group, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Prime Capital Investment Advisors, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
MARIPAU WEALTH MANAGEMENT LLC 220.32%0.33%0.33%Q2 2022Q3 20222
Axim Planning & Wealth 220.00%0.00%0.00%Q2 2022Q3 20222
HARVEST GROUP WEALTH MANAGEMENT, LLC 220.05%0.06%0.08%Q1 2019Q2 20192
Western Wealth Management, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Weaver Consulting Group 220.03%0.03%0.04%Q2 2020Q3 20202
Prentice Wealth Management LLC 220.07%0.07%0.08%Q1 2021Q2 20212
Blue Sky Asset Management, LLC 221.42%1.56%1.71%Q4 2019Q1 20202
Cresset Asset Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
FLOW TRADERS U.S. LLC 110.02%0.22%0.41%Q3 2019Q2 20222
LINCOLN NATIONAL CORP 220.01%0.01%0.01%Q1 2021Q2 20212
W.H. Cornerstone Investments Inc. 220.21%0.21%0.21%Q3 2022Q4 20222
Financial Gravity Companies, Inc. 110.01%0.02%0.02%Q1 2018Q4 20182
KM Capital Management Ltd. 220.37%0.40%0.43%Q4 2022Q1 20232
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2020Q1 20212
Claraphi Advisory Network, LLC 220.17%0.18%0.19%Q2 2018Q3 20182
BREWIN DOLPHIN LTD 220.00%0.00%0.00%Q2 2021Q3 20212
Professional Financial Advisors, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Leelyn Smith, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
TOWNSQUARE CAPITAL LLC 220.00%0.00%0.01%Q1 2023Q2 20232
Apeiron RIA LLC 220.25%0.27%0.30%Q3 2022Q4 20222
FLC Capital Advisors 220.08%0.09%0.10%Q2 2022Q3 20222
Artemis Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q1 2022Q4 20222
Friedenthal Financial 112.64%3.02%3.41%Q3 2022Q2 20232
Firestone Capital Management 220.07%0.10%0.13%Q4 2019Q1 20202
Calamos Wealth Management LLC 110.09%0.10%0.12%Q2 2022Q4 20222
Simmons Bank 220.06%0.08%0.10%Q1 2021Q2 20212
Better Money Decisions, LLC 110.00%0.00%0.00%Q3 2021Q2 20222
Kingsview Wealth Management, LLC 220.01%0.01%0.02%Q2 2021Q3 20212
Dunhill Financial, LLC 220.10%0.10%0.10%Q2 2023Q3 20232
Park Place Capital Corp 110.02%0.02%0.03%Q4 2022Q3 20232
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CREDIT SUISSE AG/ 110.00%0.01%0.01%Q4 2020Q3 20232
U.S. Capital Wealth Advisors, LLC 220.03%0.06%0.10%Q3 2022Q4 20222
RFG Advisory, LLC 220.08%0.09%0.09%Q2 2022Q3 20222
Sentinus, LLC 220.37%0.43%0.49%Q3 2022Q4 20222
BEAM WEALTH ADVISORS, INC. 220.31%0.38%0.45%Q2 2022Q3 20222
Arrow Investment Advisors, LLC 220.19%0.19%0.19%Q2 2021Q3 20212
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Hoxton Planning & Management, LLC 110.32%0.32%0.32%Q4 2022Q4 20221
Industrial Alliance Investment Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
PFS INVESTMENTS INC. 110.08%0.08%0.08%Q3 2022Q3 20221
REGIONS FINANCIAL CORP 110.01%0.01%0.01%Q1 2020Q1 20201
Sage Advisory Services, Ltd.Co. 110.10%0.10%0.10%Q3 2022Q3 20221
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
ALTERNA WEALTH MANAGEMENT, INC 110.39%0.39%0.39%Q2 2022Q2 20221
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 112.44%2.44%2.44%Q4 2021Q4 20211
Authentikos Wealth Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Spotlight Asset Group, Inc. 110.36%0.36%0.36%Q2 2020Q2 20201
WASHINGTON TRUST Co 110.00%0.00%0.00%Q1 2023Q1 20231
OneAscent Financial Services LLC 111.18%1.18%1.18%Q3 2023Q3 20231
FINANCIAL LIFE ADVISORS 110.63%0.63%0.63%Q4 2022Q4 20221
Riverpoint Wealth Management Holdings, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Fiduciary Planning LLC 110.48%0.48%0.48%Q4 2019Q4 20191
NATIONAL PLANNING CORP 110.02%0.02%0.02%Q3 2017Q3 20171
Wayfinding Financial, LLC 112.32%2.32%2.32%Q1 2022Q1 20221
Ellevest, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
Cumberland Partners Ltd 110.02%0.02%0.02%Q2 2021Q2 20211
WINTRUST INVESTMENTS LLC 110.07%0.07%0.07%Q2 2020Q2 20201
Q3 Asset Management 111.74%1.74%1.74%Q2 2023Q2 20231
MBM Wealth Consultants, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Ferguson Shapiro LLC 117.91%7.91%7.91%Q4 2020Q4 20201
Aspire Private Capital, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Destiny Capital Corp/CO 110.27%0.27%0.27%Q2 2023Q2 20231
Sound Income Strategies, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Elequin Capital, LP 110.95%0.95%0.95%Q1 2023Q1 20231
Quadrant Private Wealth Management, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Hanlon Investment Management, Inc. 110.05%0.05%0.05%Q2 2022Q2 20221
HOWE & RUSLING INC 110.00%0.00%0.00%Q2 2022Q2 20221
Focused Wealth Management, Inc 110.00%0.00%0.00%Q4 2022Q4 20221
Vahanian & Associates Financial Planning Inc. 112.34%2.34%2.34%Q4 2021Q4 20211
Vestmark Advisory Solutions, Inc. 110.02%0.02%0.02%Q2 2022Q2 20221
WEALTH MANAGEMENT RESOURCES, INC. 110.13%0.13%0.13%Q4 2021Q4 20211
Williams Financial, LLC 111.37%1.37%1.37%Q1 2022Q1 20221
Copperleaf Capital, LLC 110.25%0.25%0.25%Q4 2022Q4 20221
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Simplicity Wealth,LLC 111.12%1.12%1.12%Q3 2022Q3 20221
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Advisory Resource Group 110.43%0.43%0.43%Q2 2021Q2 20211
Synergy Asset Management, LLC 112.18%2.18%2.18%Q2 2023Q2 20231
MSI Financial Services Inc 110.03%0.03%0.03%Q4 2016Q4 20161
Golden State Equity Partners 110.13%0.13%0.13%Q2 2021Q2 20211
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110.11%0.11%0.11%Q4 2022Q4 20221
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.09%0.09%0.09%Q3 2022Q3 20221
Fortitude Advisory Group L.L.C. 110.02%0.02%0.02%Q4 2021Q4 20211
Virtu Financial LLC 110.08%0.08%0.08%Q3 2017Q3 20171
RCS Financial Planning, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Balboa Wealth Partners 110.10%0.10%0.10%Q1 2023Q1 20231
Ruggie Capital Group 111.81%1.81%1.81%Q3 2020Q3 20201
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
SILVER OAK SECURITIES, INCORPORATED 110.07%0.07%0.07%Q1 2023Q1 20231
Truadvice, LLC 110.11%0.11%0.11%Q2 2022Q2 20221
SkyView Investment Advisors, LLC 111.39%1.39%1.39%Q4 2020Q4 20201
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q3 2020Q3 20201
Urban Wealth Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q4 2021Q4 20211
Wealthstar Advisors, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
HBW ADVISORY SERVICES LLC 110.05%0.05%0.05%Q2 2023Q2 20231
CALIBER WEALTH MANAGEMENT, LLC 110.68%0.68%0.68%Q1 2021Q1 20211
Level Financial Advisors 110.00%0.00%0.00%Q2 2022Q2 20221
Cornerstone Retirement Group, Inc. 110.08%0.08%0.08%Q3 2023Q3 20231
Clarus Group, Inc. 110.27%0.27%0.27%Q4 2020Q4 20201
REGIMEN WEALTH, LLC 110.17%0.17%0.17%Q4 2022Q4 20221
Headlands Technologies LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Resurgent Financial Advisors LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Integrated Advisors Network LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Mach-1 Financial Group, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
TBH Global Asset Management, LLC 110.30%0.30%0.30%Q3 2020Q3 20201
Renaissance Technologies 110.00%0.00%0.00%Q2 2023Q2 20231
Guidance Point Advisors, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Hilltop Holdings Inc. 110.10%0.10%0.10%Q2 2018Q2 20181
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 110.00%0.00%0.00%Q2 2022Q2 20221
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
DESTINY CAPITAL SECURITIES CORPORATION 110.21%0.21%0.21%Q3 2023Q3 20231
Family Asset Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Kalos Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
My Legacy Advisors, LLC 110.13%0.13%0.13%Q3 2022Q3 20221
AlphaStar Capital Management, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
FREEDOM WEALTH ALLIANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
New Republic Capital, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Private Portfolio Partners LLC 110.14%0.14%0.14%Q2 2022Q2 20221
Financial Futures Ltd Liability Co. 112.24%2.24%2.24%Q4 2021Q4 20211
Ruedi Wealth Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Burns Matteson Capital Management, LLC 110.97%0.97%0.97%Q4 2022Q4 20221
HYA Advisors, Inc 110.43%0.43%0.43%Q2 2022Q2 20221
Prosperity Planning, Inc. 110.02%0.02%0.02%Q2 2022Q2 20221
Houlihan Financial Resource Group, Ltd. 110.09%0.09%0.09%Q3 2020Q3 20201
Vantage Financial Partners, LLC 110.92%0.92%0.92%Q4 2021Q4 20211
Hobart Private Capital, LLC 110.48%0.48%0.48%Q4 2022Q4 20221
Kerntke Otto McGlone Wealth Management Group 110.00%0.00%0.00%Q4 2022Q4 20221
MBE Wealth Management, LLC 110.09%0.09%0.09%Q1 2020Q1 20201
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
PRUDENTIAL PLC 110.01%0.01%0.01%Q1 2021Q1 20211
NewSquare Capital LLC 110.01%0.01%0.01%Q3 2020Q3 20201
KARLINSKI ANDREW C 110.01%0.01%0.01%Q3 2022Q3 20221
Glovista Investments LLC 111.24%1.24%1.24%Q3 2018Q3 20181
WEDBUSH SECURITIES INC 110.01%0.01%0.01%Q1 2021Q1 20211
Beacon Pointe Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Darwin Wealth Management, LLC 110.96%0.96%0.96%Q1 2021Q1 20211
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Values First Advisors, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Team Financial Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WOLVERINE TRADING, LLC 110.01%0.01%0.01%Q2 2016Q2 20161
Retireful, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Worth Asset Management, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
UMB Bank, n.a. 110.00%0.00%0.00%Q2 2022Q2 20221
Calamos Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Beaumont Capital Management, LLC 110.92%0.92%0.92%Q3 2023Q3 20231
VitalStone Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
External links

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