ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CWM, LLC 1680.00%0.26%0.50%Q3 2017Q3 202324
WHITTIER TRUST CO 24240.01%0.02%0.04%Q4 2017Q3 202324
BANK OF AMERICA CORP /DE/ 24240.00%0.00%0.00%Q4 2017Q3 202324
MORGAN STANLEY 24240.00%0.01%0.01%Q4 2017Q3 202324
ROYAL BANK OF CANADA 23230.00%0.00%0.00%Q1 2018Q3 202323
Cambridge Investment Research Advisors, Inc. 23230.00%0.02%0.07%Q1 2018Q3 202323
UMB Bank, n.a. 22220.01%0.02%0.02%Q2 2018Q3 202322
BAILARD, INC. 22220.01%0.08%0.16%Q1 2018Q2 202322
CX Institutional 22220.00%0.04%0.10%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
CITIGROUP INC 21210.00%0.00%0.00%Q3 2018Q3 202321
LPL Financial LLC 21210.00%0.01%0.02%Q3 2018Q3 202321
Accredited Investors Inc. 21210.08%0.20%0.38%Q3 2018Q3 202321
Beacon Pointe Advisors, LLC 20200.00%0.05%0.19%Q4 2018Q3 202320
Financial Architects, Inc 1640.01%0.12%0.21%Q2 2018Q2 202320
BlackRock Inc. 1190.00%0.00%0.00%Q2 2018Q3 202320
UBS Group AG 20200.00%0.00%0.01%Q4 2018Q3 202320
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 20200.05%0.09%0.16%Q4 2018Q3 202320
ENVESTNET ASSET MANAGEMENT INC 20200.00%0.03%0.10%Q4 2018Q3 202320
JANE STREET GROUP, LLC 1110.00%0.00%0.01%Q1 2018Q3 202320
Schneider Downs Wealth Management Advisors, LP 1820.06%0.09%0.16%Q3 2018Q3 202320
Steward Partners Investment Advisory, LLC 1820.00%0.00%0.01%Q2 2018Q3 202320
Gradient Investments LLC 20200.00%0.08%0.19%Q4 2018Q3 202320
Arkos Global Advisors 20200.04%0.24%0.60%Q4 2018Q3 202320
AdvisorNet Financial, Inc 20200.00%0.01%0.02%Q4 2018Q3 202320
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
Advisory Services Network, LLC 19190.00%0.06%0.13%Q1 2019Q3 202319
Main Management LLC 19190.08%0.15%0.32%Q2 2018Q4 202219
AllSquare Wealth Management LLC 19190.02%0.04%0.05%Q1 2019Q3 202319
COMMONWEALTH EQUITY SERVICES, LLC 1810.00%0.02%0.04%Q4 2018Q3 202319
WELLS FARGO & COMPANY/MN 19190.00%0.00%0.01%Q1 2019Q3 202319
MML INVESTORS SERVICES, LLC 19190.00%0.01%0.05%Q1 2019Q3 202319
RAYMOND JAMES & ASSOCIATES 19190.00%0.00%0.01%Q1 2019Q3 202319
Bigelow Investment Advisors, LLC 19190.16%0.40%0.63%Q1 2019Q3 202319
PNC FINANCIAL SERVICES GROUP, INC. 1450.00%0.00%0.00%Q3 2018Q3 202319
Arlington Financial Advisors, LLC 18180.12%0.96%1.68%Q2 2019Q3 202318
THRIVENT FINANCIAL FOR LUTHERANS 18180.00%0.01%0.01%Q2 2019Q3 202318
Dynamic Advisor Solutions LLC 18180.19%0.25%0.32%Q2 2019Q3 202318
Mascoma Wealth Management LLC 1260.01%0.46%0.99%Q2 2018Q3 202318
Ameritas Investment Partners, Inc. 18180.01%0.02%0.03%Q2 2019Q3 202318
PDS Planning, Inc 18180.05%0.15%0.34%Q4 2018Q1 202318
NOTTINGHAM ADVISORS, INC. 18180.03%0.05%0.09%Q2 2019Q3 202318
Rehmann Capital Advisory Group 1520.04%0.12%0.22%Q1 2019Q3 202317
AMERIPRISE FINANCIAL INC 17170.00%0.01%0.01%Q3 2019Q3 202317
HM PAYSON & CO 980.00%0.01%0.08%Q1 2019Q3 202317
ASSETMARK, INC 17170.00%0.00%0.00%Q3 2019Q3 202317
Fisher Asset Management, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
PAYDEN & RYGEL 17170.02%0.09%0.16%Q2 2019Q2 202317
ARBOR TRUST WEALTH ADVISORS, LLC 16160.22%0.28%0.38%Q4 2019Q3 202316
EDMOND DE ROTHSCHILD HOLDING S.A. 16160.00%0.02%0.03%Q4 2019Q3 202316
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 16160.03%0.04%0.05%Q4 2019Q3 202316
Private Ocean, LLC 16160.01%2.82%4.31%Q4 2019Q3 202316
FIDUCIARY TRUST CO 16160.02%0.03%0.06%Q4 2019Q3 202316
Baird Financial Group, Inc. 16160.00%0.01%0.02%Q4 2019Q3 202316
STIFEL FINANCIAL CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
Miracle Mile Advisors, LLC 16160.02%0.05%0.08%Q4 2019Q3 202316
CENTRAL TRUST Co 16160.01%0.03%0.08%Q4 2019Q3 202316
Braun-Bostich & Associates Inc. 1060.93%1.95%3.06%Q2 2019Q2 202316
Buffington Mohr McNeal 1510.04%0.25%0.31%Q1 2019Q1 202316
Savant Capital, LLC 15150.05%0.12%0.16%Q1 2020Q3 202315
Parkside Advisors LLC 15150.09%0.41%0.55%Q2 2020Q4 202315
Equitable Holdings, Inc. 15150.01%0.02%0.05%Q1 2020Q3 202315
FinTrust Capital Advisors, LLC 15150.02%0.04%0.06%Q4 2018Q2 202215
Bartlett & Co. LLC 15150.02%0.03%0.03%Q2 2020Q4 202315
EATON VANCE MANAGEMENT 15150.00%0.00%0.01%Q1 2019Q3 202215
OSAIC HOLDINGS, INC. 15150.01%0.02%0.04%Q1 2020Q3 202315
Capital Analysts, LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
Apella Capital, LLC 1230.22%0.39%0.70%Q1 2020Q4 202315
Patriot Financial Group Insurance Agency, LLC 1320.00%0.05%0.10%Q2 2019Q1 202315
Cetera Investment Advisers 15150.01%0.02%0.06%Q1 2020Q3 202315
PFS INVESTMENTS INC. 15150.02%0.19%0.32%Q4 2019Q2 202315
Raymond James Financial Services Advisors, Inc. 1320.00%0.00%0.01%Q4 2019Q3 202315
Lee Financial Co 14140.00%0.01%0.02%Q2 2020Q3 202314
EASTERN BANK 1310.07%0.17%0.23%Q1 2019Q3 202314
Sowell Financial Services LLC 710.00%0.04%0.15%Q1 2018Q3 202314
Brookstone Capital Management 14140.04%0.12%0.21%Q2 2020Q3 202314
Van Hulzen Asset Management, LLC 1040.02%0.04%0.12%Q1 2020Q3 202314
Ellis Investment Partners, LLC 14140.00%0.01%0.02%Q2 2019Q3 202214
TimeScale Financial, Inc. 14140.02%0.04%0.07%Q1 2020Q2 202314
Firestone Capital Management 14140.06%0.11%0.16%Q4 2019Q1 202314
Citadel Advisors 510.00%0.00%0.00%Q2 2018Q3 202314
Orgel Wealth Management, LLC 14140.01%0.03%0.08%Q2 2020Q3 202314
Geneos Wealth Management Inc. 14140.00%0.00%0.00%Q3 2018Q4 202114
Baldrige Asset Management LLC 14140.37%1.01%1.39%Q4 2019Q1 202314
Horst & Graben Wealth Management LLC 13130.06%0.30%0.84%Q1 2020Q1 202313
CGN Advisors LLC 13130.11%0.22%0.41%Q4 2020Q4 202313
RFG Advisory, LLC 13130.02%0.04%0.09%Q3 2020Q3 202313
Orion Portfolio Solutions, LLC 920.00%0.01%0.02%Q1 2020Q3 202313
PFG Advisors 13130.02%0.05%0.08%Q3 2020Q3 202313
Stewardship Advisors, LLC 13131.88%3.34%4.79%Q4 2019Q4 202213
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 13130.04%0.08%0.16%Q1 2019Q1 202213
IFP Advisors, Inc 13130.00%0.01%0.02%Q2 2020Q2 202313
Strategic Point Investment Advisors, LLC 13130.04%0.12%0.28%Q3 2020Q3 202313
ST GERMAIN D J CO INC 1030.04%0.21%1.04%Q3 2020Q4 202313
BLAIR WILLIAM & CO/IL 13130.00%0.00%0.00%Q3 2020Q3 202313
Willow Creek Wealth Management Inc. 13130.10%0.15%0.24%Q3 2020Q3 202313
CREATIVE FINANCIAL DESIGNS INC /ADV 12120.00%0.02%0.08%Q3 2020Q2 202312
Legacy Financial Advisors, Inc. 660.02%0.06%0.11%Q4 2017Q3 202312
Baystate Wealth Management LLC 12120.05%0.08%0.10%Q4 2020Q3 202312
Community Bank, N.A. 12120.00%0.00%0.00%Q4 2020Q3 202312
Alexandria Capital, LLC 12120.08%0.12%0.17%Q4 2018Q3 202112
JNBA Financial Advisors 12120.01%0.10%0.17%Q4 2020Q3 202312
Affinity Capital Advisors, LLC 12120.43%1.08%1.66%Q4 2020Q3 202312
HighTower Advisors, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 12120.07%0.18%0.32%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.22%0.42%0.59%Q4 2020Q3 202312
PITTENGER & ANDERSON INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Opal Wealth Advisors, LLC 12120.72%1.14%1.39%Q4 2020Q3 202312
Berger Financial Group, Inc 12120.04%0.08%0.15%Q4 2020Q3 202312
WADE G W & INC 12120.02%0.03%0.04%Q4 2020Q3 202312
Wescott Financial Advisory Group, LLC 12120.71%0.98%1.54%Q4 2020Q3 202312
Hardy Reed LLC 12120.08%0.11%0.14%Q4 2020Q3 202312
Resonant Capital Advisors, LLC 12120.04%0.06%0.10%Q4 2020Q3 202312
Larson Financial Group LLC 12120.00%0.05%0.07%Q4 2020Q3 202312
Front Row Advisors LLC 12120.03%0.04%0.04%Q4 2020Q3 202312
Goodwin Investment Advisory 12120.00%0.03%0.20%Q4 2020Q3 202312
CAPTRUST FINANCIAL ADVISORS 11110.00%0.00%0.01%Q1 2021Q3 202311
Leonard Rickey Investment Advisors P.L.L.C. 11110.13%0.39%0.50%Q1 2021Q3 202311
Morningstar Investment Services LLC 650.01%0.01%0.01%Q3 2019Q1 202311
Rockefeller Capital Management L.P. 11110.00%0.00%0.00%Q1 2021Q3 202311
One Day In July LLC 11110.11%0.21%0.36%Q1 2021Q3 202311
ALBION FINANCIAL GROUP /UT 1010.03%0.07%0.09%Q4 2020Q3 202311
TRUEFG, LLC 11110.11%0.15%0.17%Q1 2021Q3 202311
Sigma Planning Corp 11110.01%0.02%0.02%Q1 2021Q3 202311
Ancora Advisors LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Better Money Decisions, LLC 11110.85%1.22%1.74%Q1 2021Q3 202311
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11110.02%0.06%0.08%Q1 2021Q3 202311
Klaas Financial Asset Advisors, LLC 11110.00%0.25%0.52%Q1 2021Q3 202311
Bogart Wealth, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
PrairieView Partners, LLC 11110.00%0.05%0.20%Q1 2021Q3 202311
VERITY Wealth Advisors 11110.19%0.45%0.62%Q2 2021Q4 202311
WEDBUSH SECURITIES INC 11110.04%0.05%0.06%Q3 2019Q1 202211
Clearview Wealth Advisors LLC 11110.00%0.13%0.51%Q4 2020Q2 202311
Private Advisor Group, LLC 1010.00%0.01%0.04%Q2 2020Q3 202311
REDW Wealth LLC 11110.07%0.11%0.14%Q3 2020Q1 202311
4Thought Financial Group Inc. 11110.05%0.06%0.06%Q1 2021Q3 202311
Cribstone Capital Management, LLC 11110.29%0.36%0.42%Q2 2020Q4 202211
Kelman-Lazarov, Inc. 11110.06%0.08%0.10%Q1 2021Q3 202311
Parallel Advisors, LLC 920.00%0.01%0.04%Q1 2020Q3 202311
ARROW FINANCIAL CORP 11110.05%0.14%0.25%Q1 2021Q3 202311
DEUTSCHE BANK AG\ 11110.00%0.00%0.00%Q1 2021Q3 202311
STALEY CAPITAL ADVISERS INC 11110.10%0.11%0.12%Q1 2021Q3 202311
Johnson Financial Group, Inc. 11110.01%0.01%0.01%Q1 2021Q3 202311
JPMORGAN CHASE & CO 10100.00%0.00%0.00%Q2 2021Q3 202310
LADENBURG THALMANN FINANCIAL SERVICES INC. 10100.00%0.00%0.00%Q3 2017Q4 201910
One Capital Management, LLC 10100.03%0.12%0.22%Q2 2021Q3 202310
Global Retirement Partners, LLC 730.00%0.01%0.02%Q1 2018Q3 202310
HALBERT HARGROVE GLOBAL ADVISORS, LLC 10100.06%0.12%0.18%Q2 2021Q3 202310
Acorns Advisers, LLC 10100.03%0.12%0.17%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.10%0.16%Q1 2021Q3 202310
Kestra Advisory Services, LLC 610.00%0.00%0.01%Q4 2020Q3 202310
Wells Financial Advisors INC 550.01%0.11%0.18%Q4 2020Q3 202310
FLPUTNAM INVESTMENT MANAGEMENT CO 10100.14%0.25%0.31%Q2 2021Q3 202310
NEXT Financial Group, Inc 640.00%0.02%0.05%Q2 2019Q4 202110
Summit Wealth Group, LLC 820.27%1.66%2.41%Q1 2021Q3 202310
Bank Julius Baer & Co. Ltd, Zurich 10100.01%0.01%0.01%Q2 2021Q3 202310
Baker Avenue Asset Management, LP 10100.01%0.03%0.05%Q2 2021Q3 202310
Rathbones Group PLC 10100.01%0.01%0.01%Q1 2021Q2 202310
FMR LLC 910.00%0.00%0.00%Q1 2021Q3 202310
Tradition Wealth Management, LLC 10100.01%0.04%0.06%Q2 2021Q3 202310
WEALTHSOURCE PARTNERS, LLC 910.03%0.11%0.28%Q4 2019Q4 202210
Bangor Savings Bank 10100.04%0.06%0.06%Q2 2021Q3 202310
Betterment LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
UNITED CAPITAL FINANCIAL ADVISORS, LLC 610.00%0.00%0.01%Q4 2018Q3 202310
Blue Edge Capital, LLC 990.04%0.07%0.08%Q3 2021Q3 20239
MATHER GROUP, LLC. 990.01%0.02%0.05%Q3 2021Q3 20239
Allworth Financial LP 990.00%0.04%0.06%Q3 2021Q3 20239
Johnson Bixby & Associates, LLC 990.06%0.21%0.33%Q3 2021Q3 20239
IMPACTfolio, LLC 991.49%2.31%4.23%Q4 2021Q4 20239
MMA ASSET MANAGEMENT LLC 990.86%0.94%1.02%Q1 2021Q1 20239
Walkner Condon Financial Advisors LLC 510.06%0.11%0.26%Q4 2019Q3 20239
Omega Financial Group, LLC 990.17%0.60%0.96%Q3 2021Q3 20239
Cetera Advisors LLC 990.01%0.01%0.01%Q3 2021Q3 20239
PARK AVENUE SECURITIES LLC 710.00%0.03%0.10%Q3 2020Q4 20228
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 880.00%0.01%0.02%Q3 2021Q2 20238
HSBC HOLDINGS PLC 880.00%0.01%0.01%Q4 2021Q3 20238
MERCER GLOBAL ADVISORS INC /ADV 710.00%0.00%0.00%Q3 2021Q3 20238
LifePlan Financial Group, Inc 880.01%0.01%0.01%Q4 2018Q3 20208
OLD MISSION CAPITAL LLC 310.01%0.10%0.23%Q2 2020Q3 20238
NewEdge Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
First Pacific Financial 880.33%4.63%7.05%Q4 2021Q3 20238
Fort Point Capital Partners LLC 880.05%0.06%0.07%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 880.03%0.04%0.04%Q4 2021Q3 20238
Sugarloaf Wealth Management, LLC 880.02%0.02%0.02%Q3 2020Q2 20228
Pine Haven Investment Counsel, Inc 880.53%0.58%0.68%Q4 2021Q3 20238
Fingerlakes Wealth Management, Inc. 880.32%0.46%0.62%Q4 2021Q3 20238
M Financial Asset Management, Inc. 880.04%0.05%0.07%Q2 2021Q1 20238
Cable Hill Partners, LLC 620.10%0.18%0.26%Q3 2021Q3 20238
One Wealth Advisors, LLC 880.10%0.30%0.63%Q1 2021Q4 20228
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.03%0.05%0.07%Q4 2021Q3 20238
Long Run Wealth Advisors, LLC 880.27%0.49%0.82%Q4 2021Q3 20238
Perigon Wealth Management, LLC 310.01%0.07%0.12%Q2 2020Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Modera Wealth Management, LLC 880.01%0.05%0.18%Q4 2021Q3 20238
GOULD ASSET MANAGEMENT LLC /CA/ 510.06%0.07%0.08%Q1 2021Q3 20238
TRUIST FINANCIAL CORP 880.00%0.00%0.00%Q4 2021Q3 20238
GRAND WEALTH MANAGEMENT, LLC 880.49%0.73%0.93%Q4 2021Q3 20238
Level Financial Advisors 880.39%0.66%0.78%Q4 2021Q3 20238
Gould Capital, LLC 880.03%0.04%0.04%Q4 2021Q3 20238
EP Wealth Advisors, LLC 880.02%0.13%0.18%Q4 2021Q3 20238
McKinley Carter Wealth Services, Inc. 880.04%0.05%0.06%Q4 2021Q3 20238
ALESCO ADVISORS LLC 880.23%0.27%0.32%Q4 2021Q3 20238
Clarius Group, LLC 770.30%0.35%0.45%Q1 2021Q3 20227
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q2 2019Q3 20237
Financial Engines Advisors L.L.C. 770.00%0.00%0.01%Q1 2022Q3 20237
DAVENPORT & Co LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Destination Wealth Management 770.14%0.28%0.32%Q1 2022Q3 20237
Fortis Capital Management LLC 770.36%0.64%0.86%Q1 2022Q3 20237
Ameritas Advisory Services, LLC 610.01%0.02%0.02%Q4 2021Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.02%0.04%0.06%Q1 2021Q4 20227
Laurel Wealth Planning LLC 770.52%2.02%2.45%Q3 2021Q1 20237
Belpointe Asset Management LLC 770.01%0.01%0.01%Q3 2021Q1 20237
Your Advocates Ltd., LLP 770.00%0.00%0.01%Q1 2022Q3 20237
JANICZEK WEALTH MANAGEMENT, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Regal Wealth Group, Inc. 770.01%0.01%0.01%Q3 2019Q1 20217
GenTrust, LLC 520.02%0.03%0.03%Q1 2021Q1 20237
Marshall Financial Group LLC 770.09%0.11%0.12%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
Bond & Devick Financial Network, Inc. 770.18%0.34%0.49%Q1 2021Q3 20227
HARVEST GROUP WEALTH MANAGEMENT, LLC 770.19%0.34%0.56%Q3 2021Q1 20237
American Portfolios Advisors 770.00%0.00%0.00%Q1 2021Q3 20227
Covington Capital Management 770.00%0.00%0.00%Q1 2021Q3 20227
CPWM, LLC 770.03%0.07%0.09%Q1 2021Q3 20227
GOLDMAN SACHS GROUP INC 770.00%0.01%0.01%Q1 2022Q3 20237
Avantax Planning Partners, Inc. 770.02%0.04%0.05%Q1 2022Q3 20237
RWA WEALTH PARTNERS, LLC 660.08%0.34%0.73%Q1 2019Q2 20206
Atria Investments, Inc 310.02%0.04%0.08%Q2 2019Q3 20236
Coston, McIsaac & Partners 660.01%0.01%0.02%Q2 2022Q3 20236
SCHMIDT P J INVESTMENT MANAGEMENT INC 660.09%0.11%0.13%Q2 2022Q3 20236
SYNOVUS FINANCIAL CORP 660.00%0.00%0.00%Q1 2019Q2 20206
Advisor Group, Inc. 660.00%0.00%0.00%Q3 2018Q4 20196
Running Point Capital Advisors, LLC 660.18%0.26%0.29%Q2 2022Q3 20236
Evergreen Wealth Solutions, LLC 660.95%1.52%2.10%Q4 2021Q1 20236
BOSTON FINANCIAL MANGEMENT LLC 660.03%0.05%0.07%Q2 2022Q3 20236
PECAUT & CO. 660.22%0.34%0.45%Q4 2021Q1 20236
55I, LLC 510.02%0.07%0.16%Q3 2020Q1 20226
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 660.01%0.03%0.04%Q2 2022Q3 20236
Parsec Financial Management, Inc. 660.02%0.20%0.33%Q4 2021Q1 20236
Francis Financial, Inc. 660.84%3.57%6.60%Q2 2022Q3 20236
Rockbridge Investment Management, LCC 660.01%0.01%0.01%Q3 2020Q4 20216
Cetera Advisor Networks LLC 410.00%0.00%0.01%Q2 2020Q3 20236
HBC Financial Services, PLLC 660.04%0.04%0.05%Q2 2022Q3 20236
WCG Wealth Advisors LLC 660.02%0.03%0.04%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.02%0.03%0.03%Q2 2022Q3 20236
TRUSTCORE FINANCIAL SERVICES, LLC 420.00%0.00%0.00%Q2 2021Q4 20226
CANTOR FITZGERALD, L. P. 660.02%0.02%0.03%Q2 2022Q3 20236
Creative Planning 660.00%0.00%0.00%Q4 2020Q1 20226
RETIREMENT INCOME SOLUTIONS, INC 660.06%0.10%0.14%Q2 2022Q3 20236
ETF Portfolio Partners, Inc. 510.08%0.12%0.13%Q2 2021Q1 20236
ENTERPRISE FINANCIAL SERVICES CORP 660.11%0.12%0.14%Q1 2019Q2 20206
PRUDENTIAL FINANCIAL INC 410.00%0.00%0.00%Q1 2021Q4 20225
MFA WEALTH ADVISORS, LLC 410.01%0.29%0.64%Q2 2020Q3 20215
ROWLAND CARMICHAEL ADVISORS INC /ADV 550.01%0.01%0.01%Q4 2019Q4 20205
SHINE INVESTMENT ADVISORY SERVICES INC 550.00%0.00%0.00%Q3 2019Q3 20205
Armor Investment Advisors, LLC 550.07%0.12%0.16%Q3 2022Q3 20235
VALLEY NATIONAL ADVISERS INC 550.00%0.02%0.04%Q3 2022Q3 20235
Aptus Capital Advisors, LLC 320.00%0.00%0.00%Q3 2020Q1 20235
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q3 2019Q4 20225
SeaCrest Wealth Management, LLC 410.02%0.05%0.10%Q4 2020Q2 20225
Buckingham Capital Management, Inc. 550.03%0.04%0.06%Q3 2022Q3 20235
RESOLUTE FINANCIAL, LLC 550.38%0.46%0.57%Q4 2021Q4 20225
Rede Wealth, LLC 550.10%0.13%0.15%Q2 2022Q2 20235
Archer Investment Corp 550.02%0.04%0.08%Q3 2019Q3 20205
DT Investment Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
WealthShield Partners, LLC 320.00%0.01%0.01%Q1 2021Q3 20235
Diversified Portfolios, Inc. 550.06%0.07%0.08%Q3 2022Q3 20235
Compton Wealth Advisory Group, LLC 550.09%0.11%0.14%Q1 2021Q1 20225
Ameritas Investment Company, LLC 310.01%0.02%0.05%Q4 2018Q3 20215
tru Independence LLC 310.00%0.05%0.15%Q4 2019Q2 20215
Mattern Wealth Management LLC 550.06%0.81%3.56%Q4 2020Q4 20215
Sharkey, Howes & Javer 410.07%0.20%0.35%Q1 2021Q4 20225
Levy Wealth Management Group, LLC 550.24%0.35%0.45%Q3 2022Q3 20235
Brio Consultants, LLC 550.20%0.23%0.30%Q3 2022Q3 20235
Horan Securities, Inc. 550.00%0.00%0.00%Q2 2022Q2 20235
Plancorp, LLC 220.05%0.12%0.20%Q1 2022Q3 20234
Bridgeworth, LLC 310.03%0.04%0.05%Q3 2022Q3 20234
HEADINVEST, LLC 440.05%0.05%0.05%Q4 2022Q3 20234
First Horizon Advisors, Inc. 310.00%0.00%0.00%Q2 2021Q4 20224
Prostatis Group LLC 442.06%2.26%2.47%Q1 2021Q4 20214
OLIVER LAGORE VANVALIN INVESTMENT GROUP 440.00%0.01%0.01%Q1 2022Q4 20224
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CreativeOne Wealth, LLC 440.01%0.01%0.02%Q2 2021Q1 20224
Corrigan Financial, Inc. 440.08%0.11%0.13%Q1 2022Q4 20224
Stonebridge Capital Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Wealthcare Advisory Partners LLC 310.00%0.01%0.02%Q3 2019Q1 20214
Vision Capital Management, Inc. 440.17%0.20%0.24%Q3 2021Q2 20224
Flagstone Financial Management 440.74%0.85%0.96%Q4 2022Q3 20234
SigFig Wealth Management, LLC 310.01%0.02%0.02%Q2 2021Q4 20224
SageView Advisory Group, LLC 440.08%0.09%0.11%Q4 2022Q3 20234
FRANKLIN RESOURCES INC 440.00%0.00%0.00%Q4 2022Q3 20234
Cardinal Point Capital Management ULC 440.38%0.45%0.57%Q4 2022Q3 20234
HUNTINGTON NATIONAL BANK 440.00%0.00%0.00%Q2 2021Q1 20224
Prism Advisors, Inc. 220.07%0.07%0.08%Q4 2021Q2 20234
Watson Rebecca 440.16%0.25%0.30%Q4 2019Q3 20204
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q1 2020Q1 20214
Integris Wealth Management, LLC 441.96%2.07%2.15%Q4 2022Q3 20234
Litman Gregory Wealth Management LLC 220.04%0.07%0.09%Q3 2022Q3 20234
McClarren Financial Advisors, Inc. 440.03%0.04%0.04%Q2 2021Q1 20224
Goepper Burkhardt LLC 440.16%0.24%0.28%Q4 2022Q3 20234
Milestone Investment Advisors LLC 442.51%2.93%3.38%Q4 2022Q3 20234
LaSalle Street Capital Management, LLC 310.23%0.24%0.24%Q3 2018Q3 20194
AE Wealth Management LLC 310.00%0.00%0.00%Q2 2021Q4 20224
Institute for Wealth Management, LLC. 440.11%0.12%0.13%Q1 2019Q4 20194
Cardinal Point Wealth Management Partners, LLC 440.20%0.26%0.33%Q4 2021Q3 20224
Creative Capital Management Investments LLC 440.19%0.21%0.24%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
FORVIS Wealth Advisors, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
SimpliFi, Inc. 440.13%0.14%0.16%Q3 2018Q2 20194
C-J Advisory, Inc. 330.46%0.76%0.91%Q1 2021Q3 20213
Anfield Capital Management, LLC 330.36%0.45%0.51%Q4 2019Q2 20203
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 330.43%0.45%0.47%Q4 2021Q2 20223
Wealthsimple US, Ltd. 333.00%3.11%3.23%Q3 2020Q1 20213
Capital CS Group, LLC 330.31%0.44%0.66%Q2 2021Q4 20213
Essential Planning, LLC. 330.12%0.12%0.13%Q1 2023Q3 20233
AFFINIA FINANCIAL GROUP, LLC 330.78%0.86%0.93%Q4 2022Q2 20233
Sound View Wealth Advisors Group, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Capital Advisors Wealth Management, LLC 330.06%0.06%0.07%Q3 2022Q1 20233
FLOW TRADERS U.S. LLC 330.02%0.11%0.21%Q2 2020Q4 20203
Mutual Advisors, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Austin Private Wealth, LLC 330.05%0.08%0.12%Q2 2021Q4 20213
Aprio Wealth Management, LLC 330.13%0.13%0.14%Q1 2023Q3 20233
CAPITAL ONE FINANCIAL CORP 330.03%0.03%0.03%Q1 2021Q3 20213
WFA of San Diego, LLC 210.08%0.10%0.11%Q4 2022Q3 20233
Avalon Trust Co 330.01%0.01%0.01%Q1 2023Q3 20233
OLD DOMINION CAPITAL MANAGEMENT INC 330.08%0.08%0.08%Q1 2021Q3 20213
MONEY CONCEPTS CAPITAL CORP 210.00%0.00%0.01%Q1 2022Q1 20233
CVA Family Office, LLC 330.00%0.00%0.01%Q4 2022Q2 20233
Symmetry Partners, LLC 210.01%0.01%0.01%Q3 2022Q3 20233
US BANCORP \DE\ 210.00%0.00%0.00%Q1 2020Q2 20233
GPS Wealth Strategies Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Private Capital Group, LLC 330.00%0.01%0.02%Q2 2021Q4 20213
Financial Gravity Asset Management, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
Strategic Blueprint, LLC 330.03%0.06%0.09%Q2 2021Q4 20213
Lido Advisors, LLC 330.01%0.01%0.01%Q3 2022Q1 20233
BENJAMIN F. EDWARDS & COMPANY, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Snowden Capital Advisors LLC 210.00%0.00%0.01%Q3 2019Q4 20213
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
DIXON HUBARD FEINOUR & BROWN INC/VA 330.04%0.05%0.05%Q4 2021Q2 20223
Tortoise Investment Management, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Valeo Financial Advisors, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Veritable, L.P. 330.01%0.01%0.01%Q1 2022Q3 20223
Carroll Financial Associates, Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
AXXCESS WEALTH MANAGEMENT, LLC 330.04%0.05%0.05%Q4 2022Q2 20233
ProVise Management Group, LLC 330.03%0.03%0.03%Q2 2020Q4 20203
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 330.02%0.02%0.02%Q1 2023Q3 20233
Astoria Portfolio Advisors LLC. 330.50%0.62%0.84%Q4 2021Q2 20223
Hilltop Partners LLC 220.10%0.14%0.18%Q4 2022Q1 20232
AGF MANAGEMENT LTD 220.00%0.00%0.00%Q4 2022Q1 20232
Grey Fox Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Rosenberg Matthew Hamilton 220.00%0.00%0.00%Q4 2022Q1 20232
Burt Wealth Advisors 220.00%0.00%0.00%Q3 2020Q4 20202
MONECO Advisors, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
LIBERTY WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2021Q3 20212
RHS Financial, LLC 220.15%0.15%0.15%Q2 2023Q3 20232
Integrated Wealth Concepts LLC 220.01%0.01%0.01%Q1 2021Q2 20212
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
Fortis Capital Advisors, LLC 220.02%0.03%0.04%Q4 2022Q1 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.01%Q4 2021Q3 20222
SIMPLEX TRADING, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Northwest Bancshares, Inc. 220.06%0.08%0.09%Q2 2021Q3 20212
Prosperity Planning, Inc. 110.04%0.05%0.06%Q1 2021Q2 20222
RETIREMENT CAPITAL STRATEGIES 110.12%0.36%0.60%Q3 2018Q2 20212
Coppell Advisory Solutions LLC 110.01%0.01%0.01%Q4 2022Q3 20232
Richard Bernstein Advisors LLC 110.00%0.00%0.01%Q2 2021Q2 20222
Industrial Alliance Investment Management Inc. 220.02%0.02%0.02%Q4 2021Q1 20222
Castle Rock Wealth Management, LLC 220.25%0.35%0.44%Q1 2020Q2 20202
REGATTA CAPITAL GROUP, LLC 220.46%0.47%0.48%Q2 2023Q3 20232
Pensionmark Financial Group, LLC 220.05%0.06%0.06%Q2 2021Q3 20212
PRUDENTIAL PLC 220.00%0.01%0.01%Q2 2020Q3 20202
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
HILL ISLAND FINANCIAL LLC 220.08%0.08%0.08%Q4 2021Q1 20222
First Allied Advisory Services, Inc. 110.00%0.00%0.01%Q3 2019Q3 20202
Wealth Alliance 220.06%0.08%0.10%Q2 2021Q3 20212
Cherry Tree Wealth Management, LLC 220.09%0.09%0.09%Q2 2023Q3 20232
LexAurum Advisors, LLC 220.07%0.07%0.07%Q2 2023Q3 20232
Financial Advocates Investment Management 110.06%0.15%0.23%Q4 2021Q4 20222
CANANDAIGUA NATIONAL BANK & TRUST CO 220.05%0.11%0.17%Q3 2018Q4 20182
DOHJ, LLC 110.11%0.13%0.15%Q3 2021Q1 20222
Orion Capital Management LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Cutler Group LLC / CA 110.00%0.00%0.00%Q1 2022Q1 20221
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q3 2022Q3 20221
B. Riley Wealth Advisors, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Vestpro Financial Partners, Inc. dba CPF Texas 110.01%0.01%0.01%Q3 2018Q3 20181
Athanor Capital, LP 110.06%0.06%0.06%Q1 2020Q1 20201
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Mariner, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
IFS Advisors, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Clear Perspectives Financial Planning, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
PAYDEN & RYGEL INVESTMENT GROUP 110.13%0.13%0.13%Q3 2023Q3 20231
Knuff & Co LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
FormulaFolio Investments, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q4 2022Q4 20221
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2022Q4 20221
Colorado Capital Management, Inc. 110.55%0.55%0.55%Q3 2023Q3 20231
Ally Invest Advisors Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Janney Montgomery Scott LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q4 2020Q4 20201
Kingsview Wealth Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Bank of New York Mellon Corp 110.00%0.00%0.00%Q3 2023Q3 20231
Burleson & Company, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Colonial River Wealth Management, LLC 110.73%0.73%0.73%Q4 2021Q4 20211
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Spire Wealth Management 110.00%0.00%0.00%Q2 2021Q2 20211
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SHEETS SMITH WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2023Q3 20231
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Ascent Group, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
SG Americas Securities, LLC 110.02%0.02%0.02%Q3 2017Q3 20171
Leverty Financial Group, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Spectrum Planning & Advisory Services Inc. 110.35%0.35%0.35%Q2 2021Q2 20211
Asset Dedication, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
KerberRose Wealth Management, LLC 110.18%0.18%0.18%Q2 2022Q2 20221
LFA - Lugano Financial Advisors SA 113.30%3.30%3.30%Q3 2023Q3 20231
Rain Capital Management, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Asset Planning Services, Ltd. 110.03%0.03%0.03%Q3 2019Q3 20191
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PRESILIUM PRIVATE WEALTH, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LGT Financial Advisors LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Darrow Company, Inc. 110.08%0.08%0.08%Q2 2022Q2 20221
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q1 2022Q1 20221
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
GTS SECURITIES LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Aspire Private Capital, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Aries Wealth Management 110.24%0.24%0.24%Q1 2022Q1 20221
Lindbrook Capital, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Avidian Wealth Solutions, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Advisor OS, LLC 110.72%0.72%0.72%Q2 2020Q2 20201
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q1 2023Q1 20231
Northwest Capital Management Inc 110.18%0.18%0.18%Q2 2021Q2 20211
UNIONVIEW, LLC 110.25%0.25%0.25%Q4 2021Q4 20211
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
MBE Wealth Management, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
External links

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