ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 27270.00%0.02%0.05%Q1 2017Q3 202327
BlackRock Inc. 2420.00%0.03%0.04%Q1 2017Q3 202326
UBS Group AG 24240.00%0.02%0.03%Q4 2017Q3 202324
ROYAL BANK OF CANADA 24240.00%0.01%0.02%Q4 2017Q3 202324
BANK OF AMERICA CORP /DE/ 24240.00%0.04%0.20%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.05%0.10%Q4 2017Q3 202324
Cetera Advisor Networks LLC 24240.01%0.02%0.05%Q4 2017Q3 202324
LPL Financial LLC 23230.00%0.00%0.02%Q1 2018Q3 202323
WELLS FARGO & COMPANY/MN 22220.00%0.01%0.01%Q2 2018Q3 202322
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22220.00%0.04%0.17%Q2 2018Q3 202322
MML INVESTORS SERVICES, LLC 22220.00%0.08%0.19%Q2 2018Q3 202322
Parallel Advisors, LLC 1660.00%0.00%0.01%Q1 2018Q3 202322
North Star Investment Management Corp. 1750.00%0.00%0.01%Q1 2018Q3 202322
Capital Advisors, Ltd. LLC 11100.02%0.03%0.07%Q2 2018Q3 202321
RAYMOND JAMES & ASSOCIATES 21210.00%0.01%0.04%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.21%Q3 2018Q3 202321
JANE STREET GROUP, LLC 810.00%0.02%0.06%Q1 2017Q3 202321
J.P. Morgan Private Wealth Advisors LLC 21210.00%0.01%0.04%Q3 2018Q3 202321
HighTower Advisors, LLC 20200.01%0.02%0.04%Q4 2018Q3 202320
Columbus Macro, LLC 20200.79%1.81%3.50%Q4 2018Q3 202320
ASSETMARK, INC 20200.00%0.26%0.36%Q4 2018Q3 202320
SMITH, MOORE & CO. 20200.13%0.26%0.42%Q4 2018Q3 202320
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 20200.03%0.57%1.21%Q4 2018Q3 202320
Legacy Private Trust Co. 20200.32%0.58%1.73%Q4 2018Q3 202320
FMR LLC 1820.00%0.00%0.00%Q3 2018Q3 202320
Global Strategic Investment Solutions, LLC 20200.41%2.87%7.08%Q4 2018Q3 202320
Vivaldi Capital Management LP 20200.14%0.25%0.63%Q4 2018Q3 202320
ENVESTNET ASSET MANAGEMENT INC 20200.02%0.04%0.07%Q4 2018Q3 202320
SIGMA INVESTMENT COUNSELORS INC 20200.12%0.27%0.59%Q4 2018Q3 202320
SECURIAN ASSET MANAGEMENT, INC 20200.03%0.18%0.31%Q4 2018Q3 202320
US BANCORP \DE\ 19190.00%0.00%0.00%Q1 2019Q3 202319
BLAIR WILLIAM & CO/IL 1810.00%0.00%0.00%Q4 2018Q3 202319
FDx Advisors, Inc. 19190.87%1.43%2.87%Q1 2019Q3 202319
CWM, LLC 1180.00%0.01%0.01%Q4 2018Q3 202319
IHT Wealth Management, LLC 19190.02%0.10%0.32%Q1 2019Q3 202319
Cambridge Investment Research Advisors, Inc. 19190.00%0.02%0.04%Q1 2019Q3 202319
Citadel Advisors 710.00%0.00%0.02%Q4 2017Q3 202319
Raymond James Financial Services Advisors, Inc. 1720.00%0.04%0.12%Q3 2018Q3 202319
CITIGROUP INC 1630.00%0.05%0.16%Q3 2017Q3 202319
Cornerstone Wealth Group, LLC 19191.04%1.66%3.32%Q1 2019Q3 202319
Bank of New York Mellon Corp 1350.00%0.00%0.00%Q4 2018Q3 202318
Aveo Capital Partners, LLC 1110.06%0.14%0.23%Q4 2018Q3 202318
IFP Advisors, Inc 1710.00%0.01%0.06%Q4 2018Q3 202318
UNITED CAPITAL FINANCIAL ADVISORS, LLC 18180.01%0.02%0.05%Q2 2019Q3 202318
FIFTH THIRD BANCORP 18180.00%0.00%0.01%Q2 2019Q3 202318
Northwest Capital Management Inc 1520.08%0.56%1.49%Q4 2018Q3 202317
Steward Partners Investment Advisory, LLC 1510.00%0.04%0.28%Q4 2018Q3 202317
Financial Advisors Network, Inc. 1610.53%1.49%2.20%Q1 2019Q3 202317
JPMORGAN CHASE & CO 1520.00%0.00%0.00%Q1 2019Q3 202317
Clarius Group, LLC 17171.10%2.98%4.13%Q3 2019Q3 202317
F&V Capital Management, LLC 17170.40%0.51%0.69%Q3 2019Q3 202317
Probity Advisors, Inc. 820.45%0.54%0.71%Q2 2019Q3 202316
OPTIMUM INVESTMENT ADVISORS 16160.00%0.01%0.02%Q4 2018Q3 202216
Relyea Zuckerberg Hanson LLC 16160.25%0.88%1.82%Q4 2019Q3 202316
Capital Asset Advisory Services LLC 16160.01%5.05%11.57%Q4 2019Q3 202316
BANK OF MONTREAL /CAN/ 720.00%0.00%0.00%Q2 2018Q3 202316
Clarus Wealth Advisors 16160.01%0.32%0.52%Q3 2018Q2 202216
Cordant, Inc. 16160.50%1.08%1.85%Q4 2019Q3 202316
KEMPER Corp 16163.39%7.98%26.59%Q4 2017Q3 202116
Disciplined Investments, LLC 15150.01%0.01%0.02%Q4 2019Q2 202315
Peterson Wealth Advisors, LLC 15150.59%1.18%2.21%Q1 2020Q3 202315
FinTrust Capital Advisors, LLC 15150.00%0.20%0.93%Q4 2018Q2 202215
Creative Planning 15150.81%1.14%1.76%Q1 2020Q3 202315
AVANTAX ADVISORY SERVICES, INC. 15150.02%0.03%0.04%Q1 2020Q3 202315
CITIZENS FINANCIAL GROUP INC/RI 15150.03%0.31%0.42%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.02%0.05%Q1 2020Q3 202315
CHOREO, LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
Allworth Financial LP 15150.01%0.06%0.14%Q1 2020Q3 202315
Stratos Wealth Partners, LTD. 15151.51%1.78%2.17%Q1 2020Q3 202315
Baird Financial Group, Inc. 15150.01%0.01%0.01%Q1 2020Q3 202315
Janney Montgomery Scott LLC 1320.00%0.00%0.01%Q3 2019Q3 202315
Evensky & Katz LLC 14140.26%0.79%1.22%Q2 2020Q3 202314
ALESCO ADVISORS LLC 14140.02%0.02%0.02%Q2 2020Q3 202314
Global Retirement Partners, LLC 770.00%0.02%0.04%Q1 2020Q3 202314
Vision Capital Management, Inc. 14141.44%2.03%2.91%Q2 2020Q3 202314
Physician Wealth Advisors, Inc. 14140.12%0.20%0.34%Q2 2020Q3 202314
Kingfisher Capital LLC 14140.31%0.41%0.50%Q2 2020Q3 202314
D.A. DAVIDSON & CO. 14140.02%0.04%0.06%Q2 2020Q3 202314
Opes Wealth Management LLC 14140.10%0.20%0.62%Q2 2020Q3 202314
CAPTRUST FINANCIAL ADVISORS 14140.01%0.01%0.01%Q2 2020Q3 202314
Divergent Wealth Advisors 13133.79%4.44%5.17%Q3 2020Q3 202313
TRUIST FINANCIAL CORP 13130.00%0.02%0.05%Q3 2020Q3 202313
Heritage Trust Co 13130.04%0.19%0.24%Q3 2020Q3 202313
TFC Financial Management, Inc. 131313.39%19.76%26.36%Q3 2020Q3 202313
WEALTHSOURCE PARTNERS, LLC 13130.02%0.03%0.05%Q3 2020Q3 202313
FLOW TRADERS U.S. LLC 510.01%0.29%0.90%Q1 2019Q1 202313
AlphaStar Capital Management, LLC 13130.04%0.06%0.11%Q3 2020Q3 202313
AMERIPRISE FINANCIAL INC 13130.00%0.00%0.00%Q3 2020Q3 202313
Chicago Partners Investment Group LLC 1210.02%0.06%0.09%Q4 2018Q3 202313
BENJAMIN F. EDWARDS & COMPANY, INC. 13130.04%0.05%0.06%Q3 2020Q3 202313
Red Wave Investments LLC 12121.80%2.18%2.59%Q4 2020Q3 202312
Hemington Wealth Management 12121.54%1.96%2.39%Q4 2020Q3 202312
Birchcreek Wealth Management, LLC 12120.23%0.81%1.44%Q4 2020Q3 202312
Resolute Advisors LLC 12120.07%0.30%1.11%Q4 2020Q3 202312
TriaGen Wealth Management LLC 12120.13%0.14%0.15%Q4 2020Q3 202312
LWS Wealth Advisors, Inc. 12120.11%0.15%0.22%Q4 2020Q3 202312
Bank of Finland 121232.47%34.18%36.36%Q4 2020Q3 202312
DEFINED WEALTH MANAGEMENT, LLC 12121.96%2.88%3.78%Q4 2020Q3 202312
FINANCIAL COUNSELORS INC 12120.09%0.27%0.35%Q4 2020Q3 202312
Cetera Investment Advisers 12120.09%0.15%0.20%Q4 2020Q3 202312
SIGNATUREFD, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Destination Wealth Management 11110.01%0.01%0.01%Q4 2020Q2 202311
Clean Yield Group 11110.03%0.06%0.11%Q4 2020Q2 202311
WealthPLAN Partners, LLC 830.02%0.03%0.03%Q2 2020Q2 202311
Turim 21 Investimentos Ltda. 1010.02%0.09%0.56%Q4 2020Q3 202311
OLD MISSION CAPITAL LLC 610.02%0.13%0.64%Q3 2017Q2 202311
Hamilton Capital, LLC 11110.01%0.11%0.54%Q4 2019Q2 202211
HHM Wealth Advisors, LLC 740.01%0.01%0.02%Q1 2020Q3 202311
Gs Investments, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
DAVIDSON INVESTMENT ADVISORS 11111.51%2.92%4.22%Q1 2021Q3 202311
Private Advisor Group, LLC 510.00%0.02%0.12%Q1 2019Q3 202311
Rock Creek Group, LP 11114.24%5.03%5.78%Q1 2021Q3 202311
AE Wealth Management LLC 1010.00%0.15%0.49%Q4 2019Q3 202311
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.01%0.02%Q1 2021Q3 202311
Laurel Wealth Advisors, Inc. 650.02%0.21%0.40%Q1 2020Q4 202211
BUCKINGHAM STRATEGIC WEALTH, LLC 11110.16%0.55%1.02%Q1 2021Q3 202311
Gemmer Asset Management LLC 11110.01%0.02%0.02%Q3 2019Q1 202211
Foster Group, Inc. 11110.14%1.05%1.60%Q1 2021Q3 202311
Cerity Partners LLC 610.00%0.05%0.18%Q4 2018Q3 202311
SRS Capital Advisors, Inc. 640.00%0.00%0.00%Q1 2020Q3 202210
FOUNDERS FINANCIAL SECURITIES LLC 510.14%0.70%1.59%Q3 2019Q3 202310
AdvisorNet Financial, Inc 910.01%0.04%0.11%Q2 2020Q3 202310
MCF Advisors LLC 733.12%5.92%7.18%Q1 2021Q3 202310
Gladstone Institutional Advisory LLC 10100.04%0.19%0.23%Q2 2021Q3 202310
Cetera Advisors LLC 510.00%0.04%0.09%Q1 2019Q3 202310
XPONANCE, INC. 640.01%0.01%0.02%Q3 2020Q1 202310
TimeScale Financial, Inc. 10100.00%0.00%0.00%Q1 2021Q2 202310
Horizon Investments, LLC 510.02%1.05%3.33%Q3 2019Q3 202310
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q3 2017Q3 202210
CATALYST PRIVATE WEALTH, LLC 910.12%0.18%0.25%Q3 2020Q4 202310
MBL Wealth, LLC 710.83%1.72%2.42%Q4 2020Q3 202310
Rockefeller Capital Management L.P. 10100.00%0.00%0.01%Q4 2020Q1 202310
TCG Advisory Services, LLC 10102.60%2.98%3.30%Q4 2020Q1 202310
Spire Wealth Management 10100.00%0.01%0.01%Q2 2021Q3 202310
Running Point Capital Advisors, LLC 730.02%0.12%0.30%Q1 2021Q3 202310
Tranquility Partners, LLC 640.15%0.28%0.35%Q2 2019Q3 202310
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 990.52%1.41%2.56%Q1 2020Q1 20229
Beacon Pointe Advisors, LLC 990.01%0.04%0.07%Q3 2021Q3 20239
Brinker Capital Investments, LLC 810.08%0.14%0.27%Q3 2020Q4 20229
Walkner Condon Financial Advisors LLC 990.16%0.21%0.43%Q3 2021Q3 20239
Mariner, LLC 990.04%0.09%0.14%Q3 2021Q3 20239
New England Private Wealth Advisors LLC 990.15%0.16%0.17%Q2 2021Q2 20239
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 810.00%0.34%0.61%Q2 2020Q3 20239
AMARILLO NATIONAL BANK 992.50%5.46%9.10%Q3 2021Q3 20239
Lido Advisors, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
American Portfolios Advisors 990.00%0.00%0.01%Q3 2020Q3 20229
HARBOUR INVESTMENTS, INC. 420.00%0.01%0.02%Q1 2021Q3 20239
COLDSTREAM CAPITAL MANAGEMENT INC 540.52%0.60%0.75%Q2 2021Q3 20239
PNC FINANCIAL SERVICES GROUP, INC. 630.00%0.02%0.04%Q2 2020Q3 20239
Dorsey & Whitney Trust CO LLC 990.02%0.07%0.11%Q3 2021Q3 20239
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 990.02%0.03%0.04%Q3 2019Q3 20219
LADENBURG THALMANN FINANCIAL SERVICES INC. 990.00%0.00%0.00%Q4 2017Q4 20199
CORRADO ADVISORS, LLC 990.14%0.28%0.41%Q3 2021Q3 20239
CarsonAllaria Wealth Management, Ltd. 883.47%4.25%4.76%Q4 2021Q3 20238
Heritage Financial Services, LLC 882.02%4.81%9.74%Q4 2021Q3 20238
City State Bank 880.02%0.11%0.22%Q4 2021Q3 20238
G2 CAPITAL MANAGEMENT, LLC / OH 880.18%0.21%0.24%Q4 2021Q3 20238
Integrated Wealth Concepts LLC 620.01%0.05%0.11%Q3 2021Q3 20238
BUCKINGHAM STRATEGIC PARTNERS, LLC 882.41%3.34%4.11%Q4 2021Q3 20238
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 880.01%0.13%0.21%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Kestra Advisory Services, LLC 530.00%0.01%0.03%Q2 2021Q3 20238
HALBERT HARGROVE GLOBAL ADVISORS, LLC 880.02%0.03%0.04%Q3 2020Q2 20228
NORTHWEST WEALTH MANAGEMENT, LLC 880.25%1.20%1.77%Q4 2021Q3 20238
Arbor Investment Advisors, LLC 880.24%0.54%0.82%Q4 2021Q3 20238
C M BIDWELL & ASSOCIATES LTD 880.38%0.50%0.60%Q4 2021Q3 20238
First Allied Advisory Services, Inc. 880.32%0.49%0.58%Q4 2018Q3 20208
KEB ASSET MANAGEMENT, LLC 880.15%0.29%0.40%Q4 2021Q3 20238
Missouri Trust & Investment Co 882.51%3.44%4.23%Q4 2021Q3 20238
FIRST HAWAIIAN BANK 880.02%0.02%0.02%Q4 2021Q3 20238
Cutler Group LLC / CA 550.00%0.00%0.00%Q3 2022Q3 20238
Csenge Advisory Group 530.02%0.04%0.08%Q2 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
BRIGGS ADVISORY GROUP, INC. 882.56%5.06%6.80%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Bromfield Sneider Wealth Advisors 880.02%0.03%0.04%Q1 2022Q4 20238
Betterment LLC 880.02%0.02%0.03%Q2 2021Q1 20238
Snowden Capital Advisors LLC 880.01%0.03%0.09%Q4 2021Q3 20238
Lauterbach Financial Advisors, LLC 880.30%0.46%0.60%Q4 2021Q3 20238
Greenspring Advisors, LLC 880.54%0.84%1.13%Q4 2021Q3 20238
AdvicePeriod, LLC 880.06%0.75%1.14%Q3 2019Q2 20218
Mascoma Wealth Management LLC 880.02%0.10%0.21%Q4 2021Q3 20238
ARROW FINANCIAL CORP 883.22%4.02%4.94%Q4 2021Q3 20238
BRINKER CAPITAL INC 880.02%0.16%0.22%Q3 2018Q2 20208
Legacy Financial Advisors, Inc. 710.05%0.11%0.28%Q1 2020Q1 20228
Bell Investment Advisors, Inc 620.01%0.03%0.08%Q3 2021Q3 20238
Paladin Advisory Group, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Ameritas Investment Company, LLC 410.02%0.04%0.07%Q4 2018Q3 20218
EverSource Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
J.W. COLE ADVISORS, INC. 320.02%0.03%0.04%Q4 2020Q1 20237
Harborview Advisors, LLC 770.53%1.16%1.41%Q1 2020Q3 20217
Bensler, LLC 770.04%0.05%0.05%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.02%0.02%Q1 2022Q3 20237
Crewe Advisors LLC 770.02%0.05%0.08%Q1 2022Q3 20237
CreativeOne Wealth, LLC 770.02%0.13%0.54%Q1 2022Q3 20237
Resonant Capital Advisors, LLC 770.28%0.54%0.68%Q1 2022Q3 20237
Strategies Wealth Advisors, LLC 430.28%0.40%0.54%Q4 2021Q3 20237
Litman Gregory Wealth Management LLC 520.32%3.04%5.09%Q4 2021Q3 20237
ANGELES WEALTH MANAGEMENT, LLC 770.12%0.14%0.19%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Ascent Group, LLC 610.03%0.03%0.03%Q4 2021Q3 20237
Trust Co 770.06%3.15%7.70%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.01%0.01%0.02%Q2 2020Q4 20217
Valtinson Bruner Financial Planning LLC 610.20%0.25%0.29%Q4 2018Q2 20227
FAS Wealth Partners, Inc. 610.00%0.03%0.04%Q4 2021Q3 20237
DeGreen Capital Management LLC 772.05%2.49%3.65%Q1 2020Q3 20217
FC Advisory LLC 770.32%0.51%0.84%Q2 2022Q4 20237
Renaissance Technologies 410.00%0.00%0.00%Q1 2021Q2 20237
Advisor Group, Inc. 770.00%0.00%0.02%Q2 2018Q4 20197
BESSEMER GROUP INC 770.00%0.01%0.02%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.01%0.01%Q1 2021Q4 20227
WealthShield Partners, LLC 770.44%0.47%0.55%Q1 2022Q3 20237
AAF Wealth Management, LLC 7711.40%13.57%14.64%Q1 2022Q3 20237
THRIVENT FINANCIAL FOR LUTHERANS 510.00%0.00%0.00%Q3 2021Q1 20236
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 660.19%0.97%1.34%Q4 2018Q1 20206
NEXT Financial Group, Inc 660.00%0.00%0.00%Q3 2020Q4 20216
Retirement Planning Group, LLC 660.07%0.25%0.37%Q2 2022Q3 20236
Wealthsimple US, Ltd. 667.13%8.21%8.74%Q4 2019Q1 20216
HUNTINGTON NATIONAL BANK 410.00%0.00%0.00%Q1 2021Q2 20236
Parkside Investments, LLC 660.59%0.68%0.83%Q4 2018Q1 20206
EVERMAY WEALTH MANAGEMENT LLC 510.00%0.00%0.01%Q4 2021Q3 20236
KRAFT ASSET MANAGEMENT, LLC 661.45%1.53%1.58%Q2 2022Q3 20236
Doyle Wealth Management 660.02%0.02%0.02%Q4 2020Q1 20226
TCWP LLC 660.09%0.10%0.11%Q4 2021Q1 20236
Waypoint Wealth Partners Inc. 660.12%0.12%0.13%Q2 2022Q3 20236
Asset Dedication, LLC 510.05%0.08%0.10%Q1 2022Q3 20236
CANTOR FITZGERALD, L. P. 660.21%0.24%0.26%Q2 2022Q3 20236
WIPFLI FINANCIAL ADVISORS LLC, 6610.50%16.49%19.06%Q2 2021Q3 20226
MV CAPITAL MANAGEMENT, INC. 660.10%0.84%1.07%Q4 2018Q1 20206
Sunbelt Securities, Inc. 410.03%0.05%0.09%Q2 2022Q3 20235
Simplicity Solutions, LLC 410.01%0.22%0.69%Q4 2019Q3 20235
PFS INVESTMENTS INC. 320.06%0.37%0.64%Q3 2019Q4 20215
Wescott Financial Advisory Group, LLC 410.04%0.07%0.13%Q2 2022Q3 20235
Human Investing LLC 410.06%0.08%0.11%Q2 2022Q3 20235
Avantax Planning Partners, Inc. 550.08%0.09%0.09%Q3 2022Q3 20235
Global Financial Private Capital, Inc 550.20%0.24%0.26%Q2 2019Q2 20205
Aptus Capital Advisors, LLC 550.00%1.22%1.90%Q3 2022Q3 20235
Paracle Advisors, LLC 552.76%2.90%3.21%Q1 2020Q1 20215
Ferguson Shapiro LLC 550.32%12.47%24.94%Q3 2022Q3 20235
Golden State Wealth Management, LLC 310.05%0.06%0.06%Q1 2019Q3 20205
NewEdge Advisors, LLC 410.00%0.01%0.02%Q4 2021Q3 20235
Arete Wealth Advisors, LLC 550.03%0.04%0.07%Q2 2022Q2 20235
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.01%0.01%0.02%Q3 2020Q3 20235
Caprock Group, LLC 550.30%0.30%0.31%Q4 2018Q4 20195
FourThought Financial, LLC 550.02%0.02%0.03%Q4 2020Q4 20215
LEAVELL INVESTMENT MANAGEMENT, INC. 550.04%0.08%0.13%Q3 2022Q3 20235
Nachman Norwood & Parrott, Inc 550.03%0.03%0.04%Q2 2020Q2 20215
FORTE CAPITAL LLC /ADV 550.03%0.03%0.04%Q1 2021Q1 20225
Wedmont Private Capital 550.07%0.42%0.59%Q3 2022Q3 20235
Center For Asset Management LLC 550.17%0.19%0.21%Q1 2021Q1 20225
BANK HAPOALIM BM 550.38%0.61%0.94%Q4 2020Q4 20215
Blue Chip Partners, LLC 550.48%0.52%0.56%Q4 2018Q4 20195
Institute for Wealth Management, LLC. 550.04%0.05%0.05%Q2 2021Q2 20225
PRIVATE TRUST CO NA 550.00%0.00%0.00%Q3 2022Q3 20235
HILLTOP WEALTH ADVISORS, LLC 551.53%1.82%2.24%Q3 2022Q3 20235
PARK AVENUE SECURITIES LLC 550.00%0.00%0.01%Q2 2021Q2 20225
Qube Research & Technologies Ltd 550.00%0.00%0.00%Q3 2022Q3 20235
MEEDER ASSET MANAGEMENT INC 550.00%0.00%0.00%Q1 2021Q1 20225
B.O.S.S. Retirement Advisors, LLC 550.38%0.44%0.54%Q4 2022Q4 20235
BROWN BROTHERS HARRIMAN & CO 550.00%0.00%0.00%Q3 2022Q3 20235
Baker Avenue Asset Management, LP 410.01%0.05%0.18%Q4 2018Q3 20235
STIFEL FINANCIAL CORP 410.00%0.00%0.00%Q3 2021Q3 20235
Perigon Wealth Management, LLC 410.00%0.09%0.15%Q1 2018Q3 20235
NorthLanding Financial Partners, LLC 550.17%0.23%0.32%Q3 2022Q3 20235
FIRST NATIONAL BANK SIOUX FALLS 551.26%2.40%3.54%Q3 2022Q3 20235
HBK Sorce Advisory LLC 550.02%0.03%0.03%Q1 2019Q1 20205
Fort Point Capital Partners LLC 550.15%0.16%0.18%Q4 2018Q4 20195
Wealthquest Corp 553.62%4.35%4.80%Q4 2018Q4 20195
GOLDMAN SACHS GROUP INC 210.00%0.00%0.00%Q1 2017Q2 20235
Choate Investment Advisors 440.01%0.02%0.02%Q4 2022Q3 20234
Cresset Asset Management, LLC 220.00%0.00%0.01%Q4 2018Q3 20234
Clear Creek Financial Management, LLC 310.05%0.29%0.98%Q3 2020Q3 20234
DRAVO BAY LLC 440.33%0.80%1.27%Q4 2022Q3 20234
First Horizon Advisors, Inc. 310.00%0.00%0.00%Q3 2019Q4 20214
Savant Capital, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
SCHRODER INVESTMENT MANAGEMENT GROUP 440.00%0.00%0.00%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.02%0.04%Q4 2022Q3 20234
Five Oceans Advisors 440.14%0.14%0.14%Q4 2022Q3 20234
Sowell Financial Services LLC 440.01%0.01%0.01%Q2 2020Q1 20214
Advisory Services Network, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Standpoint Asset Management, LLC 449.34%9.46%9.55%Q4 2022Q3 20234
Auto-Owners Insurance Co 444.70%4.86%5.02%Q4 2022Q3 20234
TFB Advisors LLC 440.53%0.86%1.49%Q4 2022Q3 20234
Verum Partners LLC 440.46%0.95%1.22%Q4 2022Q3 20234
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 440.09%0.10%0.11%Q4 2021Q3 20224
Endowment Wealth Management, Inc. 440.29%0.34%0.37%Q4 2022Q3 20234
RWA WEALTH PARTNERS, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Valmark Advisers, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
Castleview Partners, LLC 310.00%0.00%0.01%Q2 2021Q2 20224
Arcadia Wealth Management, LLC 440.25%1.17%2.10%Q4 2022Q3 20234
ROWLAND CARMICHAEL ADVISORS INC /ADV 440.05%0.06%0.08%Q1 2020Q4 20204
RGT Wealth Advisors, LLC 440.08%0.10%0.11%Q4 2021Q3 20224
TOWNSQUARE CAPITAL LLC 310.01%0.05%0.17%Q4 2021Q3 20234
Live Oak Investment Partners 440.01%0.01%0.01%Q4 2022Q3 20234
Life Planning Partners, Inc 440.08%0.09%0.10%Q4 2021Q3 20224
SEI INVESTMENTS CO 440.49%0.53%0.60%Q4 2022Q3 20234
WealthStone, Inc. 440.24%7.99%11.64%Q2 2019Q1 20204
Accurate Wealth Management, LLC 440.07%0.08%0.10%Q4 2022Q3 20234
Register Financial Advisors LLC 440.05%0.06%0.07%Q4 2022Q3 20234
Virtu Financial LLC 440.03%0.11%0.18%Q3 2017Q2 20184
Blue Investment Partners LLC 442.94%3.64%4.53%Q4 2022Q3 20234
First PREMIER Bank 440.01%0.01%0.01%Q4 2022Q3 20234
MAI Capital Management 440.00%0.01%0.01%Q3 2021Q2 20224
Joel Isaacson & Co., LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
Strid Group, LLC 441.18%1.32%1.43%Q4 2022Q3 20234
Capstone Financial Advisors, Inc. 440.02%0.02%0.02%Q4 2022Q3 20234
Simplicity Wealth,LLC 440.16%0.17%0.20%Q4 2022Q3 20234
Gainplan LLC 441.04%2.21%3.71%Q4 2022Q3 20234
Legacy Capital Wealth Partners, LLC 440.07%1.47%2.99%Q4 2022Q3 20234
Stokes Family Office, LLC 310.03%0.03%0.04%Q2 2022Q3 20234
WATERSHED PRIVATE WEALTH LLC 441.12%1.42%1.58%Q4 2022Q3 20234
StoneX Group Inc. 440.59%0.61%0.65%Q1 2021Q4 20214
Summit Financial, LLC 440.12%0.14%0.16%Q4 2022Q3 20234
DDFG, Inc 447.32%7.63%8.20%Q4 2022Q3 20234
CENTRAL TRUST Co 440.00%0.01%0.01%Q4 2022Q3 20234
Park Place Capital Corp 440.63%0.67%0.79%Q4 2022Q3 20234
Delap Wealth Advisory, LLC 445.23%6.47%9.13%Q4 2022Q3 20234
BSW Wealth Partners 440.05%0.60%2.26%Q4 2022Q3 20234
Allegiance Financial Group Advisory Services LLC 441.72%2.49%3.08%Q4 2022Q3 20234
REGIMEN WEALTH, LLC 440.12%0.14%0.18%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.06%0.08%0.10%Q4 2022Q3 20234
Carroll Financial Associates, Inc. 310.00%0.00%0.00%Q3 2019Q3 20204
Nicholas Hoffman & Company, LLC. 440.03%0.06%0.08%Q4 2022Q3 20234
Peterson Financial Group, Inc. 440.21%0.31%0.52%Q4 2022Q3 20234
CAPE COD FIVE CENTS SAVINGS BANK 441.11%1.16%1.21%Q4 2022Q3 20234
RETIREMENT GUYS FORMULA LLC 440.18%2.43%3.50%Q4 2021Q3 20224
National Wealth Management Group, LLC 440.33%1.05%1.36%Q4 2022Q3 20234
Stockman Wealth Management, Inc. 441.98%2.66%3.21%Q4 2022Q3 20234
RAYMOND JAMES TRUST N.A. 440.02%0.02%0.02%Q4 2022Q3 20234
Venturi Wealth Management, LLC 310.01%0.02%0.02%Q1 2022Q3 20234
RF&L WEALTH MANAGEMENT, LLC 440.99%1.03%1.08%Q4 2022Q3 20234
BEAM WEALTH ADVISORS, INC. 441.66%2.46%4.16%Q4 2022Q3 20234
COLTON GROOME FINANCIAL ADVISORS, LLC 332.01%2.45%2.73%Q2 2021Q4 20213
Geier Asset Management, Inc. 330.40%0.40%0.41%Q4 2020Q2 20213
AMERICAN NATIONAL BANK 210.00%0.01%0.02%Q3 2022Q3 20233
Bristlecone Advisors, LLC 330.15%0.16%0.17%Q2 2019Q4 20193
Cape Investment Advisory, Inc. 330.04%0.04%0.04%Q1 2023Q3 20233
Apollon Wealth Management, LLC 210.05%0.21%0.32%Q3 2019Q2 20203
AJ WEALTH STRATEGIES, LLC 330.17%0.18%0.19%Q4 2022Q2 20233
VESTOR CAPITAL, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 330.00%0.01%0.02%Q1 2023Q3 20233
Monterey Private Wealth, Inc. 330.55%1.19%1.68%Q4 2021Q2 20223
Vantage Financial Partners, LLC 330.22%1.90%5.21%Q4 2021Q2 20223
Estate Counselors, LLC 330.06%0.06%0.06%Q1 2018Q3 20183
Glass Jacobson Investment Advisors llc 210.19%0.20%0.21%Q4 2022Q3 20233
Ullmann Wealth Partners Group, LLC 330.08%0.08%0.08%Q3 2022Q1 20233
Tranquilli Financial Advisor LLC 330.74%0.76%0.78%Q2 2021Q4 20213
Brookstone Capital Management 330.01%0.01%0.01%Q1 2023Q3 20233
Sigma Planning Corp 330.02%0.02%0.03%Q1 2023Q3 20233
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 330.00%0.00%0.00%Q2 2022Q4 20223
55I, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
NEW ENGLAND ASSET MANAGEMENT INC 331.53%1.58%1.65%Q1 2023Q3 20233
WealthPlan Investment Management, LLC 210.02%0.02%0.02%Q1 2022Q4 20223
Belpointe Asset Management LLC 330.01%0.05%0.09%Q4 2022Q2 20233
DRW Securities, LLC 110.01%0.02%0.05%Q2 2020Q4 20213
Prospera Financial Services Inc 110.00%0.01%0.01%Q3 2020Q3 20233
Fiduciary Planning LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Prime Capital Investment Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Summit Wealth Group, LLC 210.00%0.16%0.24%Q1 2021Q1 20233
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 330.18%0.22%0.24%Q4 2021Q2 20223
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q2 2018Q2 20233
DFPG INVESTMENTS, LLC 330.02%0.05%0.06%Q1 2023Q3 20233
Oakwell Private Wealth Management, LLC 330.53%0.59%0.66%Q4 2020Q2 20213
MBA Advisors LLC 330.86%1.75%2.32%Q1 2023Q3 20233
Arkadios Wealth Advisors 330.01%0.01%0.02%Q1 2021Q3 20213
Keeler Thomas Management LLC 330.18%0.18%0.18%Q3 2021Q1 20223
SageView Advisory Group, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
James J. Burns & Company, LLC 330.11%0.12%0.12%Q1 2023Q3 20233
Fortis Capital Advisors, LLC 330.12%0.36%0.50%Q4 2022Q2 20233
Maxim Capital Management LLC 330.54%0.55%0.56%Q1 2019Q3 20193
AlphaQ Advisors LLC 330.28%0.29%0.32%Q1 2023Q3 20233
CFS Investment Advisory Services, LLC 330.00%0.02%0.03%Q1 2022Q3 20223
Veery Capital, LLC 330.22%1.42%2.26%Q1 2023Q3 20233
MANUFACTURERS LIFE INSURANCE COMPANY, THE 330.00%0.00%0.00%Q1 2023Q3 20233
Slagle Financial, LLC 220.20%0.21%0.22%Q2 2023Q3 20232
Portside Wealth Group, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
LIBERTY WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2021Q3 20212
DAVIDSON TRUST CO 220.27%0.44%0.62%Q4 2021Q1 20222
LexAurum Advisors, LLC 220.07%0.07%0.07%Q2 2021Q3 20212
Strategic Wealth Partners Group, LLC 220.10%0.11%0.11%Q4 2019Q1 20202
JACKSON THORNTON ASSET MANAGEMENT, LLC 220.04%0.05%0.05%Q2 2023Q3 20232
Dynamic Advisor Solutions LLC 220.03%0.04%0.04%Q2 2023Q3 20232
Strategic Financial Planning, Inc. 220.49%0.52%0.54%Q2 2022Q3 20222
Sargent Bickham Lagudis LLC 220.00%0.00%0.00%Q1 2016Q2 20162
Capital Analysts, LLC 110.00%0.02%0.03%Q4 2022Q3 20232
M Holdings Securities, Inc. 110.09%0.18%0.27%Q1 2019Q1 20202
Heartwood Wealth Advisors LLC 220.05%0.06%0.06%Q4 2019Q1 20202
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q3 2022Q3 20232
BROWN WEALTH MANAGEMENT, LLC 220.45%2.36%4.27%Q2 2023Q3 20232
Merit Financial Group, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
CAMBRIDGE TRUST CO 220.00%0.00%0.00%Q2 2023Q3 20232
CGN Advisors LLC 220.10%0.11%0.12%Q3 2023Q4 20232
Cosner Financial Group, LLC 221.30%1.34%1.37%Q2 2023Q3 20232
Coppell Advisory Solutions LLC 110.03%0.03%0.03%Q4 2022Q3 20232
Edge Advisors, LLC 220.66%0.68%0.71%Q1 2018Q2 20182
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q3 2022Q1 20232
TSFG, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Mutual Advisors, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
OPUS INVESTMENT MANAGEMENT INC 220.47%0.65%0.84%Q4 2021Q1 20222
Ridgewood Investments LLC 220.03%0.03%0.03%Q1 2023Q2 20232
FRANKLIN RESOURCES INC 220.00%0.00%0.00%Q1 2023Q2 20232
Heritage Investment Group, Inc. 220.68%0.74%0.81%Q2 2023Q3 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BAILARD, INC. 220.01%0.01%0.01%Q1 2022Q2 20222
LEVEL FOUR ADVISORY SERVICES, LLC 220.07%0.09%0.10%Q4 2022Q1 20232
Glenview Trust Co 220.04%0.21%0.39%Q4 2018Q1 20192
Carmichael Hill & Associates, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Wealthcare Advisory Partners LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Hirtle Callaghan & Co LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Stratos Wealth Advisors, LLC 220.02%0.03%0.03%Q2 2022Q3 20222
Relative Value Partners Group, LLC 220.04%0.09%0.14%Q1 2022Q2 20222
CoreFirst Bank & Trust 220.01%0.01%0.01%Q4 2022Q1 20232
GHP Investment Advisors, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
Orion Portfolio Solutions, LLC 220.16%0.23%0.29%Q2 2023Q3 20232
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.00%0.00%0.01%Q2 2023Q3 20232
WealthTrust Fairport, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Foundations Investment Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Baltimore-Washington Financial Advisors, Inc. 220.37%0.41%0.46%Q2 2023Q3 20232
TFO Wealth Partners, LLC 220.97%0.98%0.98%Q1 2022Q2 20222
Spotlight Asset Group, Inc. 220.09%0.10%0.11%Q2 2021Q3 20212
Kingdom Financial Group LLC. 220.88%0.91%0.94%Q2 2023Q3 20232
ACG Wealth 220.06%0.06%0.06%Q2 2021Q3 20212
PARTNERS CAPITAL INVESTMENT GROUP, LLP 220.41%0.42%0.44%Q1 2021Q2 20212
FARMERS & MERCHANTS INVESTMENTS INC 220.00%0.00%0.00%Q3 2021Q4 20212
Financial Advocates Investment Management 110.24%0.24%0.24%Q4 2018Q4 20181
Gilbert & Cook, Inc. 110.34%0.34%0.34%Q3 2022Q3 20221
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Crescent Capital Consulting, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
KAVAR CAPITAL PARTNERS GROUP, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Summit X, LLC 110.26%0.26%0.26%Q1 2020Q1 20201
IEQ CAPITAL, LLC 110.23%0.23%0.23%Q4 2019Q4 20191
Cyndeo Wealth Partners, LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Clearstead Advisors, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
Guidance Point Advisors, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
River Street Advisors LLC 110.22%0.22%0.22%Q3 2023Q3 20231
CASTLE WEALTH MANAGEMENT LLC 110.10%0.10%0.10%Q3 2022Q3 20221
Consolidated Portfolio Review Corp 110.06%0.06%0.06%Q1 2023Q1 20231
Geneos Wealth Management Inc. 110.57%0.57%0.57%Q1 2021Q1 20211
Virtue Capital Management, LLC 110.06%0.06%0.06%Q1 2021Q1 20211
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
DOPKINS WEALTH MANAGEMENT, LLC 110.31%0.31%0.31%Q3 2023Q3 20231
LifePlan Financial Group, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
PERRITT CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
Charles Schwab Investment Advisory, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Parcion Private Wealth LLC 110.19%0.19%0.19%Q2 2022Q2 20221
Pacifica Partners Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Twin Lakes Capital Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
STATE STREET CORP 110.00%0.00%0.00%Q4 2017Q4 20171
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Coppell Advisory Solutions Corp. 110.03%0.03%0.03%Q4 2022Q4 20221
Lloyd Advisory Services, LLC. 110.58%0.58%0.58%Q4 2022Q4 20221
Heritage Wealth Advisors 110.00%0.00%0.00%Q1 2023Q1 20231
Impact Partnership Wealth, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
PHILLIPS FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Westshore Wealth, LLC 110.33%0.33%0.33%Q4 2022Q4 20221
Advisor Resource Council 110.06%0.06%0.06%Q1 2023Q1 20231
Merriman Wealth Management, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Lowe Wealth Advisors, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
KICKSTAND VENTURES, LLC. 110.15%0.15%0.15%Q3 2023Q3 20231
Robertson Stephens Wealth Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
PRELUDE CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
HRT FINANCIAL LP 110.01%0.01%0.01%Q4 2022Q4 20221
Blue Trust, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
EP Wealth Advisors, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
INNEALTA CAPITAL, LLC 110.36%0.36%0.36%Q3 2020Q3 20201
PFG Private Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Raleigh Capital Management Inc. 110.03%0.03%0.03%Q1 2023Q1 20231
CEDAR HILL ASSOCIATES, LLC 112.11%2.11%2.11%Q4 2018Q4 20181
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q1 2022Q1 20221
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Elevated Capital Advisors, LLC 110.16%0.16%0.16%Q1 2023Q1 20231
AXXCESS WEALTH MANAGEMENT, LLC 112.69%2.69%2.69%Q3 2023Q3 20231
M&T BANK CORP 110.00%0.00%0.00%Q3 2023Q3 20231
KMG FIDUCIARY PARTNERS, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
LJI Wealth Management, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
Kingsview Wealth Management, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Western Wealth Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Surevest, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Edge Capital Group, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
NORTHERN TRUST CORP 110.00%0.00%0.00%Q3 2023Q3 20231
Centerpoint Advisors, LLC 110.35%0.35%0.35%Q2 2022Q2 20221
Waterloo Capital, L.P. 110.33%0.33%0.33%Q1 2020Q1 20201
Independent Advisor Alliance 110.09%0.09%0.09%Q4 2019Q4 20191
BAINCO INTERNATIONAL INVESTORS 110.36%0.36%0.36%Q4 2018Q4 20181
Trexquant Investment LP 110.01%0.01%0.01%Q2 2022Q2 20221
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
One Day In July LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Soltis Investment Advisors LLC 110.04%0.04%0.04%Q4 2021Q4 20211
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
AQR Capital Management 110.00%0.00%0.00%Q3 2023Q3 20231
Zions Bancorporation, N.A. 110.01%0.01%0.01%Q2 2022Q2 20221
Koesten, Hirschmann & Crabtree, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
NORTH STAR ASSET MANAGEMENT INC 110.02%0.02%0.02%Q2 2022Q2 20221
Authentikos Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Private Advisory Group LLC 110.05%0.05%0.05%Q2 2022Q2 20221
Lee Financial Co 110.00%0.00%0.00%Q1 2023Q1 20231
ML & R WEALTH MANAGEMENT LLC 110.14%0.14%0.14%Q3 2022Q3 20221
ASHFORD CAPITAL MANAGEMENT INC 110.07%0.07%0.07%Q3 2018Q3 20181
Bogart Wealth, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Rinkey Investments 110.01%0.01%0.01%Q4 2021Q4 20211
Stadion Money Management, LLC 111.51%1.51%1.51%Q3 2017Q3 20171
Rather & Kittrell, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
B. Riley Wealth Advisors, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
GeoWealth Management, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Cornerstone Planning Group LLC 110.01%0.01%0.01%Q4 2022Q4 20221
MONECO Advisors, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Gradient Investments LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Newbridge Financial Services Group, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
CLARIS ADVISORS, LLC / MO / 110.27%0.27%0.27%Q3 2023Q3 20231
R. W. Roge & Company, Inc. 112.50%2.50%2.50%Q3 2023Q3 20231
Squarepoint Ops LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
External links

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