ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
JANE STREET GROUP, LLC 1520.00%0.00%0.01%Q3 2017Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
LPL Financial LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
BANK OF AMERICA CORP /DE/ 19190.00%0.00%0.00%Q1 2019Q3 202319
Outlook Wealth Advisors, LLC 1530.45%1.80%3.48%Q1 2019Q3 202318
WELLS FARGO & COMPANY/MN 1080.00%0.00%0.00%Q1 2019Q3 202318
US BANCORP \DE\ 17170.00%0.00%0.00%Q3 2019Q3 202317
ROYAL BANK OF CANADA 16160.00%0.00%0.00%Q2 2019Q1 202316
CWM, LLC 1010.00%0.00%0.00%Q1 2019Q2 202315
FLOW TRADERS U.S. LLC 15150.00%0.07%0.37%Q3 2019Q1 202315
Front Row Advisors LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Cetera Advisors LLC 13130.01%0.03%0.07%Q3 2019Q3 202213
FinTrust Capital Advisors, LLC 12120.00%0.01%0.01%Q4 2018Q3 202112
Moisand Fitzgerald Tamayo, LLC 660.00%0.00%0.01%Q3 2020Q3 202312
COMMONWEALTH EQUITY SERVICES, LLC 660.00%0.00%0.00%Q2 2020Q3 202312
Matthew Goff Investment Advisor, LLC 12120.07%0.13%0.16%Q4 2020Q3 202312
Raymond James Financial Services Advisors, Inc. 1020.00%0.00%0.00%Q4 2019Q3 202312
Cetera Investment Advisers 1010.00%0.00%0.01%Q4 2020Q3 202311
ENVESTNET ASSET MANAGEMENT INC 11110.00%0.00%0.00%Q1 2021Q3 202311
PARSONS CAPITAL MANAGEMENT INC/RI 11110.02%0.02%0.03%Q1 2021Q3 202311
North Star Investment Management Corp. 11110.00%0.00%0.01%Q1 2021Q3 202311
American Portfolios Advisors 10100.00%0.00%0.01%Q4 2019Q1 202210
HighTower Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
BlackRock Inc. 10100.00%0.00%0.00%Q1 2018Q2 202010
Regal Investment Advisors LLC 10100.04%0.04%0.06%Q2 2021Q3 202310
UBS Group AG 410.00%0.00%0.00%Q4 2018Q3 202310
MORGAN STANLEY 10100.00%0.00%0.00%Q1 2021Q2 202310
ROVIN CAPITAL /UT/ /ADV 990.36%0.45%0.63%Q3 2021Q3 20239
Strategic Blueprint, LLC 630.02%0.03%0.03%Q2 2021Q3 20239
Madrona Financial Services, LLC 990.12%0.13%0.15%Q3 2021Q3 20239
Hennion & Walsh Asset Management, Inc. 880.45%0.49%0.54%Q4 2021Q3 20238
CREATIVE FINANCIAL DESIGNS INC /ADV 880.01%0.25%0.35%Q2 2021Q1 20238
HARBOUR INVESTMENTS, INC. 620.00%0.00%0.00%Q3 2021Q3 20238
Oxinas Partners Wealth Management LLC 712.33%3.13%3.88%Q2 2021Q3 20238
Lee Financial Group Hawaii, Inc. 880.27%0.39%0.53%Q2 2021Q1 20238
Citadel Advisors 510.00%0.00%0.00%Q2 2021Q3 20238
AE Wealth Management LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Fermata Advisors, LLC 610.20%0.73%1.10%Q3 2021Q3 20237
AMERIPRISE FINANCIAL INC 430.00%0.00%0.00%Q2 2021Q3 20237
Tyler-Stone Wealth Management 520.02%0.03%0.03%Q4 2021Q3 20237
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.00%0.00%0.00%Q3 2018Q4 20196
GPS Wealth Strategies Group, LLC 330.00%0.00%0.00%Q1 2022Q3 20236
Allworth Financial LP 660.00%0.00%0.00%Q2 2022Q3 20236
Armor Investment Advisors, LLC 550.35%0.45%0.51%Q3 2022Q3 20235
Belpointe Asset Management LLC 320.00%0.01%0.01%Q4 2021Q1 20235
Cetera Advisor Networks LLC 550.00%0.01%0.01%Q3 2022Q3 20235
FMR LLC 210.00%0.00%0.00%Q2 2021Q3 20235
ASSETMARK, INC 440.00%0.00%0.00%Q2 2019Q1 20204
Avestar Capital, LLC 440.07%0.10%0.12%Q4 2022Q3 20234
OneDigital Investment Advisors LLC 440.02%0.04%0.06%Q2 2021Q1 20224
RHS Financial, LLC 440.22%0.46%0.63%Q4 2022Q3 20234
Global Retirement Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
COLONY GROUP LLC 440.03%0.05%0.06%Q4 2021Q3 20224
Capital Asset Advisory Services LLC 440.01%0.01%0.01%Q3 2021Q2 20224
Summit X, LLC 310.23%0.42%0.60%Q3 2022Q3 20234
Blue Trust, Inc. 440.00%0.00%0.00%Q2 2022Q1 20234
Realta Investment Advisors 330.00%0.00%0.00%Q2 2019Q4 20193
Advisory Resource Group 330.91%0.97%1.03%Q1 2023Q3 20233
Column Capital Advisors, LLC 330.96%2.74%3.80%Q1 2023Q3 20233
SUSQUEHANNA INTERNATIONAL GROUP, LLP 330.00%0.00%0.00%Q1 2020Q3 20203
TBH Global Asset Management, LLC 330.10%0.11%0.12%Q1 2023Q3 20233
CENTAURUS FINANCIAL, INC. 330.01%0.02%0.02%Q2 2021Q4 20213
Mutual Advisors, LLC 330.05%0.07%0.09%Q2 2019Q4 20193
IFP Advisors, Inc 330.00%0.00%0.00%Q3 2021Q1 20223
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Kingsview Wealth Management, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.03%0.03%0.03%Q4 2022Q2 20233
MML INVESTORS SERVICES, LLC 330.00%0.01%0.02%Q1 2023Q3 20233
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 210.07%0.09%0.11%Q4 2020Q3 20213
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
3EDGE Asset Management, LP 220.07%0.07%0.08%Q3 2022Q4 20222
Glass Jacobson Investment Advisors llc 220.04%0.07%0.09%Q2 2023Q3 20232
IMA Wealth, Inc. 222.87%2.88%2.88%Q2 2023Q3 20232
Virtu Financial LLC 220.02%0.02%0.02%Q3 2017Q4 20172
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q1 2023Q3 20232
Atomi Financial Group, Inc. 220.10%0.14%0.19%Q2 2023Q3 20232
Ellis Investment Partners, LLC 220.00%0.00%0.01%Q2 2021Q3 20212
Advisor Group, Inc. 220.00%0.00%0.00%Q3 2019Q4 20192
RETIREMENT CAPITAL STRATEGIES 221.51%1.56%1.60%Q3 2020Q4 20202
Cambridge Investment Research Advisors, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2022Q3 20232
Atria Investments, Inc 220.02%0.02%0.02%Q4 2021Q1 20222
Redhawk Wealth Advisors, Inc. 220.48%0.48%0.48%Q1 2021Q2 20212
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
OLD MISSION CAPITAL LLC 110.01%0.01%0.01%Q2 2023Q2 20231
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q2 2022Q2 20221
Founders Financial Alliance, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
MGO ONE SEVEN LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Second Half Financial Partners, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Royal Fund Management, LLC 110.76%0.76%0.76%Q3 2021Q3 20211
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
First Allied Advisory Services, Inc. 110.01%0.01%0.01%Q3 2019Q3 20191
Clear Creek Financial Management, LLC 110.06%0.06%0.06%Q2 2020Q2 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Aspire Private Capital, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q3 2018Q3 20181
Jacobi Capital Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Atria Wealth Solutions, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Capital Investment Advisors, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Spire Wealth Management 110.00%0.00%0.00%Q2 2023Q2 20231
Ascent Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
COOK WEALTH MANAGEMENT GROUP LLC 110.27%0.27%0.27%Q3 2023Q3 20231
NEXT Financial Group, Inc 110.00%0.00%0.00%Q4 2021Q4 20211
Graticule Asia Macro Advisors LLC 1119.39%19.39%19.39%Q3 2020Q3 20201
ADIRONDACK TRUST CO 110.01%0.01%0.01%Q3 2023Q3 20231
WEALTHSOURCE PARTNERS, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Sowell Financial Services LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Certified Advisory Corp 110.00%0.00%0.00%Q1 2021Q1 20211
External links

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