ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 28280.00%0.00%0.02%Q4 2016Q3 202378
Citadel Advisors 28280.00%0.00%0.04%Q4 2016Q3 202375
Cutler Group LLC / CA 2060.00%0.01%0.27%Q4 2016Q3 202369
CITIGROUP INC 28280.00%0.01%0.08%Q4 2016Q3 202363
JANE STREET GROUP, LLC 28280.00%0.02%0.29%Q4 2016Q3 202362
BARCLAYS PLC 28280.00%0.00%0.11%Q4 2016Q3 202358
WOLVERINE TRADING, LLC 1010.00%0.00%0.01%Q4 2016Q3 202338
GOLDMAN SACHS GROUP INC 28280.00%0.03%0.05%Q4 2016Q3 202338
HSBC HOLDINGS PLC 28280.00%0.01%0.04%Q4 2016Q3 202338
BANK OF AMERICA CORP /DE/ 28280.00%0.04%0.18%Q4 2016Q3 202336
UBS Group AG 28280.00%0.02%0.03%Q4 2016Q3 202334
HighTower Advisors, LLC 28280.00%0.03%0.09%Q4 2016Q3 202329
ROYAL BANK OF CANADA 28280.00%0.01%0.04%Q4 2016Q3 202329
MASSMUTUAL TRUST CO FSB/ADV 29290.00%0.10%0.27%Q4 2016Q4 202329
CREDIT SUISSE AG/ 2330.00%0.01%0.03%Q4 2016Q3 202329
BANK OF MONTREAL /CAN/ 2520.00%0.00%0.03%Q4 2016Q3 202329
Millburn Ridgefield Corp 28280.41%0.49%1.72%Q4 2016Q3 202328
FIL Ltd 28280.00%0.01%0.01%Q4 2016Q3 202328
Catalyst Capital Advisors LLC 28280.19%0.36%1.48%Q4 2016Q3 202328
SUN LIFE FINANCIAL INC 28280.35%1.11%2.33%Q4 2016Q3 202328
TIEMANN INVESTMENT ADVISORS, LLC 28280.25%0.49%0.81%Q4 2016Q3 202328
Global Endowment Management, LP 28280.07%0.39%0.90%Q4 2016Q3 202328
IFP Advisors, Inc 1710.00%0.01%0.04%Q1 2016Q3 202328
MORGAN STANLEY 28280.01%0.01%0.03%Q4 2016Q3 202328
Rathbones Group PLC 28280.06%0.13%0.20%Q4 2016Q3 202328
Rothschild & Co Wealth Management UK Ltd 28280.02%0.07%0.13%Q4 2016Q3 202328
JPMORGAN CHASE & CO 28280.00%0.00%0.01%Q4 2016Q3 202328
WELLS FARGO & COMPANY/MN 28280.01%0.02%0.03%Q4 2016Q3 202328
RAYMOND JAMES & ASSOCIATES 28280.00%0.00%0.01%Q4 2016Q3 202328
ZACKS INVESTMENT MANAGEMENT 28280.03%0.08%0.21%Q4 2016Q3 202328
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28280.00%0.00%0.01%Q4 2016Q3 202328
AMERIPRISE FINANCIAL INC 28280.00%0.01%0.02%Q4 2016Q3 202328
US BANCORP \DE\ 28280.00%0.00%0.00%Q4 2016Q3 202328
STIFEL FINANCIAL CORP 28280.00%0.02%0.04%Q4 2016Q3 202328
Geneos Wealth Management Inc. 28280.00%0.02%0.10%Q4 2016Q3 202328
ENVESTNET ASSET MANAGEMENT INC 28280.01%0.03%0.10%Q4 2016Q3 202328
LPL Financial LLC 28280.01%0.04%0.16%Q4 2016Q3 202328
MANUFACTURERS LIFE INSURANCE COMPANY, THE 28280.00%0.01%0.11%Q4 2016Q3 202328
Parkside Advisors LLC 15130.06%0.19%0.47%Q4 2016Q4 202328
PNC FINANCIAL SERVICES GROUP, INC. 28280.00%0.00%0.00%Q4 2016Q3 202328
Cambridge Investment Research Advisors, Inc. 28280.00%0.02%0.04%Q4 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.01%0.08%0.16%Q4 2016Q3 202328
BLAIR WILLIAM & CO/IL 28280.00%0.01%0.02%Q4 2016Q3 202328
AllSquare Wealth Management LLC 2520.00%0.00%0.01%Q4 2016Q3 202327
CWM, LLC 1980.00%0.01%0.27%Q4 2016Q3 202327
Global Retirement Partners, LLC 2070.00%0.03%0.38%Q4 2016Q3 202327
BlackRock Inc. 27270.00%0.00%0.01%Q1 2017Q3 202327
BNP PARIBAS FINANCIAL MARKETS 27270.00%0.00%0.09%Q1 2017Q3 202327
EVERGREEN CAPITAL MANAGEMENT LLC 26260.10%0.14%0.19%Q2 2017Q3 202326
SCHRODER INVESTMENT MANAGEMENT GROUP 1970.00%0.00%0.01%Q4 2016Q3 202326
CIBC WORLD MARKET INC. 2330.00%0.01%0.01%Q4 2016Q3 202326
BENJAMIN F. EDWARDS & COMPANY, INC. 1680.00%0.07%0.42%Q4 2016Q1 202326
Mirae Asset Global Investments Co., Ltd. 16100.00%0.03%0.22%Q4 2016Q3 202326
MML INVESTORS SERVICES, LLC 26260.00%0.02%0.04%Q2 2017Q3 202326
CREATIVE FINANCIAL DESIGNS INC /ADV 13120.00%0.02%0.05%Q4 2016Q3 202325
TORONTO DOMINION BANK 1230.00%0.00%0.00%Q4 2016Q3 202325
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.00%Q1 2017Q3 202325
PRIVATE TRUST CO NA 1440.01%0.11%0.19%Q4 2016Q3 202324
Raymond James Financial Services Advisors, Inc. 2220.00%0.00%0.01%Q3 2017Q3 202324
SG Americas Securities, LLC 910.00%0.03%0.20%Q4 2016Q3 202324
FIFTH THIRD BANCORP 1210.00%0.00%0.00%Q4 2016Q3 202324
Hartford Financial Management Inc. 2210.00%0.01%0.01%Q1 2017Q3 202324
M&T BANK CORP 1210.00%0.00%0.01%Q4 2016Q3 202323
Gilbert & Cook, Inc. 23230.08%0.46%1.01%Q1 2018Q3 202323
NORTHERN TRUST CORP 2210.00%0.00%0.00%Q4 2016Q3 202223
DEUTSCHE BANK AG\ 23230.00%0.00%0.00%Q1 2018Q3 202323
Morningstar Investment Services LLC 23230.50%1.10%1.44%Q1 2018Q3 202323
Rockefeller Capital Management L.P. 23230.01%0.04%0.09%Q1 2018Q3 202323
PICTON MAHONEY ASSET MANAGEMENT 23230.00%0.02%0.05%Q1 2018Q3 202323
Walleye Trading LLC 610.00%0.00%0.01%Q4 2016Q1 202322
PRUDENTIAL FINANCIAL INC 1310.00%0.00%0.01%Q4 2016Q3 202222
PROVIDA PENSION FUND ADMINISTRATOR 1480.03%0.61%5.05%Q2 2017Q4 202222
Accuvest Global Advisors 1620.02%1.53%4.51%Q4 2016Q1 202322
Focused Wealth Management, Inc 22220.00%0.02%0.11%Q2 2018Q3 202322
WEST PACES ADVISORS INC. 22220.02%0.04%0.06%Q4 2016Q1 202222
FMR LLC 21210.00%0.00%0.02%Q3 2018Q3 202321
PARK AVENUE SECURITIES LLC 2010.00%0.02%0.07%Q1 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
HAP Trading, LLC 810.00%0.01%0.07%Q2 2017Q2 202321
REILLY FINANCIAL ADVISORS, LLC 21210.00%0.00%0.00%Q4 2016Q4 202121
VPR Management LLC 21210.12%2.00%4.08%Q3 2018Q3 202321
Mount Lucas Management LP 740.03%0.42%0.85%Q4 2016Q3 202321
SCOTIA CAPITAL INC. 1380.00%0.01%0.02%Q4 2016Q1 202321
PEAPACK GLADSTONE FINANCIAL CORP 840.00%0.01%0.01%Q4 2016Q3 202321
Arlington Partners LLC 21210.01%0.70%1.94%Q4 2017Q4 202221
Archer Investment Corp 20200.00%0.00%0.00%Q4 2018Q3 202320
AMG National Trust Bank 1910.03%0.17%0.38%Q4 2016Q4 202220
Zurich Insurance Group Ltd/FI 1320.00%0.02%0.05%Q4 2016Q1 202320
Banco Santander, S.A. 1910.00%0.01%0.02%Q1 2018Q3 202320
BREWIN DOLPHIN LTD 20200.02%0.06%0.10%Q3 2017Q2 202220
Legacy Bridge, LLC 20200.07%0.10%0.14%Q4 2018Q3 202320
FLOW TRADERS U.S. LLC 1110.02%0.82%1.89%Q4 2016Q3 202319
Main Management LLC 19190.07%1.54%3.28%Q2 2018Q4 202219
Valeo Financial Advisors, LLC 710.00%0.01%0.02%Q3 2017Q3 202319
VAN ECK ASSOCIATES CORP 1720.00%0.00%0.01%Q1 2017Q4 202119
Brinker Capital Investments, LLC 19190.01%0.13%0.56%Q4 2016Q2 202119
MILLENNIUM MANAGEMENT LLC 510.00%0.00%0.02%Q1 2017Q3 202319
TSFG, LLC 19190.00%0.05%0.07%Q1 2019Q3 202319
Tower Research Capital LLC (TRC) 410.00%0.03%0.18%Q4 2016Q3 202319
GLENMEDE TRUST CO NA 840.00%0.00%0.00%Q4 2016Q2 202218
SIGNATUREFD, LLC 1530.00%0.02%0.06%Q1 2018Q3 202318
SIMPLEX TRADING, LLC 510.00%0.01%0.07%Q4 2016Q2 202318
LFA - Lugano Financial Advisors SA 1620.10%0.25%0.31%Q1 2019Q3 202318
ASSETMARK, INC 910.00%0.00%0.02%Q4 2016Q3 202318
BROWN ADVISORY INC 1710.00%0.00%0.01%Q4 2018Q3 202318
Atria Investments, Inc 18180.02%0.05%0.11%Q2 2018Q3 202218
Allworth Financial LP 1710.00%0.00%0.00%Q4 2016Q4 202218
Robertson Stephens Wealth Management, LLC 18180.14%0.36%0.88%Q2 2019Q3 202318
ALPS ADVISORS INC 17170.12%0.17%0.27%Q4 2017Q4 202117
Psagot Value Holdings Ltd. 980.00%0.39%1.68%Q4 2016Q3 202117
OLD MISSION CAPITAL LLC 910.03%0.44%1.88%Q3 2017Q3 202317
Transamerica Financial Advisors, Inc. 910.00%0.04%0.13%Q4 2016Q3 202317
COMMONWEALTH EQUITY SERVICES, LLC 730.00%0.00%0.01%Q4 2017Q3 202317
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 17170.01%0.04%0.21%Q4 2016Q4 202017
Pinnacle Advisory Group, Inc. 17170.04%1.08%1.95%Q4 2016Q4 202017
Parallel Advisors, LLC 1340.00%0.01%0.02%Q3 2018Q3 202317
6 Meridian 17170.58%0.69%0.90%Q4 2017Q4 202117
Fisher Asset Management, LLC 1510.00%0.00%0.00%Q4 2016Q4 202216
Kore Private Wealth LLC 16160.22%0.34%0.58%Q4 2018Q3 202216
OPPENHEIMER & CO INC 1110.00%0.01%0.02%Q1 2019Q3 202316
UBP Investment Advisors SA 16160.21%1.39%3.16%Q4 2017Q3 202116
Banque Cantonale Vaudoise 16160.01%0.01%0.02%Q4 2019Q3 202316
PRUDENTIAL PLC 740.00%0.04%0.37%Q4 2016Q1 202316
Family Firm, Inc. 16160.11%0.16%0.21%Q4 2019Q3 202316
Creative Planning 1210.00%0.00%0.01%Q4 2016Q3 202316
BARINGS LLC 16160.01%0.11%0.83%Q4 2016Q3 202016
PRICE T ROWE ASSOCIATES INC /MD/ 16160.00%0.00%0.00%Q4 2016Q3 202016
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
SVB WEALTH LLC 1320.02%0.10%0.28%Q4 2019Q3 202315
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1320.00%0.00%0.00%Q4 2019Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.02%0.09%Q1 2020Q3 202315
Stratos Wealth Advisors, LLC 15150.01%0.21%0.39%Q1 2020Q3 202315
UNITED CAPITAL FINANCIAL ADVISORS, LLC 15150.00%0.14%0.31%Q1 2017Q3 202015
Carroll Financial Associates, Inc. 1310.00%0.00%0.00%Q1 2017Q3 202115
American Portfolios Advisors 1320.00%0.01%0.08%Q2 2018Q2 202215
Private Vista, LLC 1310.06%0.07%0.10%Q4 2016Q2 202014
Pictet North America Advisors SA 770.07%0.14%0.22%Q3 2018Q3 202314
Orion Portfolio Solutions, LLC 1310.00%0.16%0.31%Q4 2019Q2 202314
CX Institutional 730.00%0.33%0.83%Q1 2019Q3 202314
BANQUE PICTET & CIE SA 710.00%0.02%0.05%Q3 2018Q2 202314
Water Oak Advisors LLC 14142.99%5.54%7.88%Q2 2017Q3 202014
Squarepoint Ops LLC 310.01%0.05%0.17%Q4 2016Q2 202314
TD ASSET MANAGEMENT INC 1220.00%0.07%0.14%Q1 2017Q3 202314
American Assets Investment Management, LLC 14141.02%2.10%4.48%Q4 2016Q1 202014
Twin Tree Management, LP 710.00%0.01%0.06%Q2 2017Q3 202014
Kalos Management, Inc. 14140.09%0.21%0.34%Q3 2016Q4 201914
Financial Gravity Asset Management, Inc. 410.00%0.04%0.09%Q1 2018Q3 202314
Intercontinental Wealth Advisors, LLC 14140.01%0.06%0.20%Q4 2018Q1 202214
CEDAR CAPITAL, LLC 810.10%0.52%2.16%Q3 2017Q3 202114
BAR HARBOR WEALTH MANAGEMENT 14140.03%0.18%0.41%Q4 2016Q1 202014
Hexagon Capital Partners LLC 13130.01%0.01%0.03%Q3 2020Q3 202313
Barry Investment Advisors, LLC 13130.12%0.21%0.36%Q3 2020Q3 202313
Moors & Cabot, Inc. 13130.02%0.03%0.05%Q1 2020Q1 202313
Advisor Group, Inc. 13130.00%0.00%0.01%Q4 2016Q4 201913
Keebeck Wealth Management, LLC 1110.01%0.76%1.08%Q4 2019Q2 202313
Hexavest Inc. 730.00%0.02%0.07%Q4 2016Q3 202113
LADENBURG THALMANN FINANCIAL SERVICES INC. 13130.00%0.01%0.02%Q4 2016Q4 201913
OPTIMUM INVESTMENT ADVISORS 810.00%0.02%0.06%Q1 2018Q1 202213
VESTOR CAPITAL, LLC 13130.52%0.91%1.03%Q1 2017Q1 202013
Advisory Services Network, LLC 510.00%0.04%0.15%Q2 2017Q1 202313
BBVA USA Bancshares, Inc. 13130.02%0.06%0.08%Q1 2018Q1 202113
CSS LLC/IL 13130.01%0.01%0.02%Q4 2016Q4 201913
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.00%0.00%Q4 2016Q3 201912
Gradient Investments LLC 1110.00%0.00%0.00%Q4 2018Q1 202312
TWO SIGMA SECURITIES, LLC 210.00%0.07%0.38%Q1 2017Q3 202312
Highstreet Asset Management Inc. 1110.00%0.01%0.10%Q4 2016Q4 201912
CIBC Asset Management Inc 12120.07%0.07%0.08%Q4 2016Q3 201912
Wealthcare Advisory Partners LLC 1110.00%0.00%0.00%Q3 2017Q1 202112
Mandatum Life Insurance Co Ltd 12120.08%0.18%0.26%Q4 2016Q3 201912
Allianz Asset Management GmbH 750.00%0.00%0.01%Q1 2017Q2 202212
Proquility Private Wealth Partners, LLC 12120.95%2.05%2.26%Q4 2020Q3 202312
HRT FINANCIAL LP 210.00%0.25%1.24%Q1 2017Q1 202312
Sicart Associates LLC 12120.33%0.71%1.30%Q1 2017Q4 201912
Veritable, L.P. 810.00%0.01%0.10%Q4 2016Q4 202112
FUKOKU MUTUAL LIFE INSURANCE Co 12121.11%1.44%1.65%Q4 2016Q3 201912
Compagnie Lombard Odier SCmA 1020.00%0.01%0.02%Q1 2017Q3 202312
New Vernon Capital Holdings II LLC 920.57%2.48%5.82%Q4 2019Q3 202311
Windsor Creek Advisors, LLC 520.10%0.47%1.07%Q4 2018Q4 202111
Rice Partnership, LLC 11110.01%0.74%1.56%Q1 2021Q3 202311
Bradley & Co. Private Wealth Management, LLC 11110.03%0.04%0.04%Q1 2021Q3 202311
J.P. Morgan Private Wealth Advisors LLC 1010.00%0.00%0.01%Q3 2018Q3 202311
SUNTRUST BANKS INC 11110.00%0.02%0.04%Q1 2017Q3 201911
Bank of New York Mellon Corp 1010.00%0.00%0.00%Q1 2018Q3 202311
Jefferies Group LLC 1010.00%0.00%0.00%Q4 2017Q4 202111
InterOcean Capital Group, LLC 11110.07%0.33%0.43%Q1 2021Q3 202311
ACIMA PRIVATE WEALTH, LLC 11110.35%0.70%0.91%Q3 2019Q1 202211
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1010.14%0.18%0.23%Q1 2017Q4 201911
55I, LLC 1010.04%0.13%0.35%Q4 2019Q3 202211
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Clear Perspective Advisors, LLC 11110.20%0.24%0.28%Q4 2016Q2 201911
Walkner Condon Financial Advisors LLC 740.06%0.11%0.23%Q4 2020Q3 202311
Hudson Bay Capital Management LP 11110.02%0.14%0.34%Q2 2017Q4 201911
DRW Securities, LLC 410.01%0.12%0.73%Q1 2018Q3 202311
WHITTIER TRUST CO 1010.00%0.00%0.00%Q3 2018Q3 202311
TRUIST FINANCIAL CORP 910.00%0.00%0.00%Q1 2019Q3 202311
HHM Wealth Advisors, LLC 10100.01%0.01%0.02%Q1 2020Q2 202210
INNEALTA CAPITAL, LLC 640.95%2.34%4.58%Q1 2020Q3 202310
SevenBridge Financial Group, LLC 10100.00%0.01%0.02%Q1 2017Q2 201910
EATON VANCE MANAGEMENT 640.00%0.00%0.01%Q4 2016Q1 202210
Lenox Wealth Advisors, LLC 10100.00%0.01%0.06%Q1 2018Q2 202010
Bellecapital International Ltd. 10100.23%0.31%0.49%Q2 2017Q3 201910
Morningstar Investment Management LLC 101010.58%15.35%24.76%Q4 2018Q1 202110
MADISON INVESTMENT HOLDINGS INC 640.01%0.14%0.26%Q3 2016Q3 201910
Lenox Wealth Management, Inc. 640.00%0.02%0.06%Q2 2017Q4 201910
PERSONAL CFO SOLUTIONS, LLC 10100.00%0.06%0.11%Q3 2019Q4 202110
Merriman Wealth Management, LLC 310.04%0.13%0.31%Q1 2019Q2 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
Marketfield Asset Management LLC 553.67%4.82%6.05%Q1 2021Q3 202310
NISA INVESTMENT ADVISORS, LLC 820.00%0.00%0.01%Q4 2019Q3 202310
JANUS HENDERSON GROUP PLC 640.01%0.01%0.01%Q2 2017Q4 201910
SWMG, LLC 640.18%0.80%1.34%Q4 2020Q2 202310
Belpointe Asset Management LLC 730.01%0.02%0.04%Q1 2020Q3 202210
AFAM CAPITAL, INC. 990.10%0.46%0.84%Q3 2016Q3 20189
Castleview Partners, LLC 810.00%0.00%0.04%Q2 2021Q3 20239
Moneda S.A. Administradora General de Fondos 990.54%0.76%0.93%Q1 2021Q1 20239
Itau Unibanco Holding S.A. 510.00%0.03%0.12%Q4 2016Q1 20239
ArchPoint Investors 990.01%0.01%0.01%Q1 2019Q1 20219
COMMERZBANK AKTIENGESELLSCHAFT /FI 990.01%0.01%0.01%Q4 2017Q4 20199
AdvisorNet Financial, Inc 990.00%0.00%0.00%Q4 2020Q4 20229
Kistler-Tiffany Companies, LLC 990.00%0.00%0.00%Q1 2018Q1 20209
KLK CAPITAL MANAGEMENT LLC 542.47%4.69%7.52%Q2 2021Q3 20239
Twin Lakes Capital Management, LLC 990.03%0.04%0.05%Q3 2021Q3 20239
Private Advisor Group, LLC 410.00%0.02%0.04%Q4 2016Q2 20219
Ratio Wealth Group 720.26%1.10%2.36%Q2 2021Q3 20239
BlueCrest Capital Management Ltd 720.02%0.06%0.20%Q4 2020Q3 20239
XPONANCE, INC. 630.19%1.95%5.41%Q2 2017Q4 20199
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 990.20%0.34%0.48%Q4 2016Q4 20189
NEXT Financial Group, Inc 410.00%0.00%0.02%Q4 2016Q4 20219
LEAVELL INVESTMENT MANAGEMENT, INC. 880.05%0.09%0.11%Q4 2021Q3 20238
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Northeast Financial Consultants Inc 440.02%0.03%0.03%Q1 2019Q3 20218
Integrated Wealth Concepts LLC 410.01%0.22%0.85%Q4 2019Q3 20238
Parallax Volatility Advisers, L.P. 210.00%0.00%0.00%Q4 2016Q3 20208
BAILARD, INC. 440.01%0.01%0.01%Q1 2019Q4 20218
Greytown Advisors Inc. 880.12%2.34%4.18%Q4 2016Q3 20188
Covestor Ltd 880.00%0.00%0.01%Q4 2021Q3 20238
Henrickson Nauta Wealth Advisors, Inc. 880.40%0.46%0.50%Q4 2021Q3 20238
Prospera Financial Services Inc 710.00%0.06%0.11%Q3 2020Q3 20238
Country Club Trust Company, n.a. 880.04%0.16%0.27%Q1 2017Q4 20188
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Concord Wealth Partners 710.00%0.00%0.01%Q4 2020Q4 20228
NatWest Group plc 880.07%0.11%0.16%Q4 2016Q3 20188
HUNTINGTON NATIONAL BANK 530.00%0.02%0.05%Q3 2017Q3 20238
MBB PUBLIC MARKETS I LLC 660.00%0.04%0.07%Q4 2021Q1 20238
PGIM Custom Harvest LLC 440.13%0.24%0.39%Q4 2020Q3 20238
MEEDER ASSET MANAGEMENT INC 880.00%0.00%0.00%Q3 2020Q2 20228
TD Waterhouse Canada Inc. 880.01%0.03%0.07%Q4 2021Q3 20238
Ten Capital Wealth Advisors, LLC 880.00%0.00%0.00%Q2 2021Q1 20238
Ledyard National Bank 880.03%0.15%0.22%Q1 2017Q4 20188
HARBOUR INVESTMENTS, INC. 610.00%0.00%0.00%Q2 2021Q3 20238
SYNOVUS FINANCIAL CORP 530.00%0.00%0.00%Q4 2016Q1 20198
Lindbrook Capital, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
MEITAV INVESTMENT HOUSE LTD 880.02%0.02%0.02%Q4 2021Q3 20238
H&H Retirement Design & Management INC 880.22%1.60%2.70%Q4 2021Q3 20238
BENJAMIN EDWARDS INC 770.00%0.04%0.09%Q2 2021Q4 20227
Continuum Advisory, LLC 770.04%0.06%0.10%Q1 2022Q3 20237
JNBA Financial Advisors 770.00%0.00%0.00%Q4 2016Q2 20187
Ameraudi Asset Management, Inc. 770.23%1.75%2.64%Q1 2022Q3 20237
Madison Asset Management, LLC 610.05%0.11%0.17%Q4 2019Q2 20227
Robinson Value Management, Ltd. 770.45%0.56%0.83%Q1 2022Q3 20237
Baird Financial Group, Inc. 610.00%0.02%0.11%Q2 2018Q2 20227
GHP Investment Advisors, Inc. 770.00%0.46%1.00%Q1 2022Q3 20237
Trek Financial, LLC 770.02%0.05%0.08%Q1 2022Q3 20237
ONE PLUS ONE WEALTH MANAGEMENT, LLC 774.06%4.60%5.24%Q1 2021Q3 20227
Desjardins Global Asset Management Inc. 770.01%0.04%0.12%Q1 2022Q3 20237
BELLEVUE ASSET MANAGEMENT, LLC 770.00%0.00%0.00%Q4 2019Q2 20217
Founders Financial Alliance, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
FDx Advisors, Inc. 320.01%0.05%0.12%Q1 2018Q3 20237
NWAM LLC 770.05%0.07%0.10%Q3 2020Q1 20227
Vontobel Holding Ltd. 520.00%0.09%0.17%Q2 2021Q3 20237
Renaissance Technologies 210.00%0.00%0.01%Q4 2018Q2 20237
Allie Family Office LLC 770.64%0.68%0.72%Q1 2022Q3 20237
LMCG INVESTMENTS, LLC 770.04%0.05%0.05%Q1 2022Q3 20237
NewEdge Advisors, LLC 410.00%0.03%0.09%Q3 2017Q3 20237
GenTrust, LLC 770.04%1.05%2.04%Q1 2022Q3 20237
BB&T SECURITIES, LLC 770.00%0.01%0.02%Q2 2017Q4 20187
Trust Co 770.00%0.00%0.01%Q1 2021Q3 20227
Hudock, Inc. 770.00%0.00%0.00%Q1 2021Q3 20227
Polianta Ltd 525.18%6.71%7.86%Q3 2021Q2 20237
AGF INVESTMENTS INC. 320.00%0.03%0.13%Q4 2016Q4 20217
Quantitative Investment Management, LLC 310.06%0.27%0.94%Q2 2020Q2 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.00%0.00%Q1 2021Q4 20227
Column Capital Advisors, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
BRINKER CAPITAL INC 770.02%0.02%0.02%Q4 2016Q2 20187
Black Maple Capital Management LP 320.10%0.39%1.10%Q2 2021Q3 20237
City State Bank 770.02%0.02%0.03%Q1 2022Q3 20237
Tradewinds Capital Management, LLC 430.00%2.70%9.83%Q2 2018Q1 20237
SEI INVESTMENTS CO 770.00%0.00%0.00%Q4 2016Q2 20187
CENTRAL TRUST Co 770.00%0.00%0.00%Q1 2022Q3 20237
AXA S.A. 660.01%0.01%0.01%Q4 2016Q1 20186
IHT Wealth Management, LLC 660.00%0.02%0.06%Q4 2016Q1 20186
OAK FAMILY ADVISORS, LLC 661.06%1.47%2.37%Q1 2021Q2 20226
Rehmann Capital Advisory Group 660.00%0.00%0.01%Q1 2018Q2 20196
Qube Research & Technologies Ltd 510.00%0.02%0.04%Q1 2022Q3 20236
Congress Wealth Management LLC / DE / 660.01%0.02%0.03%Q2 2022Q3 20236
Cetera Advisor Networks LLC 410.00%0.00%0.00%Q2 2020Q3 20236
Graypoint LLC 420.02%0.02%0.03%Q1 2022Q3 20236
Glovista Investments LLC 510.30%0.79%2.16%Q4 2016Q2 20186
BLUEFIN CAPITAL MANAGEMENT, LLC 310.00%0.05%0.18%Q4 2020Q4 20226
M Holdings Securities, Inc. 660.06%0.13%0.20%Q1 2019Q2 20206
Litman Gregory Wealth Management LLC 660.01%0.01%0.02%Q4 2019Q1 20216
Pasadena Private Wealth, LLC 660.08%0.36%1.70%Q1 2020Q2 20216
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 660.09%0.13%0.19%Q2 2022Q3 20236
RDA Financial Network 420.09%0.17%0.24%Q1 2019Q2 20216
Psagot Value Holdings Ltd. / (Israel) 660.02%0.03%0.05%Q3 2021Q4 20226
BESSEMER GROUP INC 510.00%0.08%0.10%Q3 2017Q1 20196
Venturi Wealth Management, LLC 510.10%0.13%0.24%Q2 2017Q3 20236
Donald L. Hagan, LLC 220.18%0.78%1.59%Q1 2017Q2 20236
Harel Insurance Investments & Financial Services Ltd. 330.00%0.00%0.01%Q4 2016Q4 20196
Truvestments Capital LLC 510.00%0.00%0.01%Q1 2020Q4 20226
Cetera Investment Advisers 510.00%0.01%0.02%Q1 2021Q3 20236
Claraphi Advisory Network, LLC 410.00%0.08%0.17%Q2 2018Q2 20226
NorthCoast Asset Management LLC 310.02%0.17%0.32%Q3 2018Q3 20216
Migdal Insurance & Financial Holdings Ltd. 420.00%0.02%0.09%Q4 2016Q1 20226
PineBridge Investments, L.P. 420.01%0.01%0.02%Q4 2019Q3 20216
Kestra Advisory Services, LLC 510.00%0.00%0.00%Q1 2021Q1 20236
Mutual Advisors, LLC 410.01%0.06%0.25%Q2 2021Q3 20236
Edge Wealth Management LLC 660.01%0.01%0.01%Q3 2020Q4 20216
TUCKER ASSET MANAGEMENT LLC 660.00%0.00%0.00%Q2 2022Q3 20236
PARTNERS CAPITAL INVESTMENT GROUP, LLP 660.10%0.19%0.28%Q2 2022Q3 20236
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 660.02%0.24%1.13%Q1 2021Q2 20226
CAPTRUST FINANCIAL ADVISORS 510.00%0.00%0.00%Q4 2018Q2 20226
RPg Family Wealth Advisory, LLC 660.17%0.24%0.32%Q4 2021Q1 20236
UNITED SERVICES AUTOMOBILE ASSOCIATION 660.04%0.12%0.17%Q3 2018Q4 20196
ALLIANCEBERNSTEIN L.P. 660.00%0.00%0.00%Q3 2017Q4 20186
First Allied Advisory Services, Inc. 510.00%0.04%0.13%Q2 2017Q3 20196
Calamos Advisors LLC 660.06%0.08%0.11%Q4 2019Q1 20216
TBH Global Asset Management, LLC 420.16%0.38%0.53%Q1 2020Q3 20236
NewFocus Financial Group, LLC 662.50%3.59%4.47%Q2 2017Q3 20186
BCWM, LLC 550.57%0.86%0.98%Q4 2020Q4 20215
QUATTRO FINANCIAL ADVISORS LLC 310.00%0.82%1.33%Q3 2017Q3 20235
Bison Wealth, LLC 550.00%0.00%0.00%Q2 2021Q2 20225
1607 Capital Partners, LLC 550.03%0.06%0.09%Q4 2016Q4 20175
CLEAR STREET MARKETS LLC 110.01%0.06%0.12%Q4 2019Q4 20225
Ergoteles LLC 410.03%0.05%0.11%Q2 2021Q3 20225
Vontobel Swiss Wealth Advisors AG 550.16%0.34%0.71%Q2 2018Q2 20195
WealthTrust Fairport, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
MARSHALL WACE, LLP 210.00%0.01%0.02%Q1 2019Q3 20225
Wolf Group Capital Advisors 551.09%1.50%1.66%Q3 2017Q3 20185
Onyx Bridge Wealth Group LLC 210.08%0.82%2.06%Q3 2021Q3 20235
Polaris Wealth Advisory Group, LLC 550.10%0.10%0.11%Q3 2022Q3 20235
VICTORY CAPITAL MANAGEMENT INC 550.01%0.04%0.06%Q2 2019Q2 20205
WMS Partners, LLC 550.08%0.09%0.11%Q3 2022Q3 20235
Sepio Capital, LP 550.30%0.36%0.41%Q1 2022Q1 20235
Pentwater Capital Management LP 310.01%0.09%0.19%Q1 2020Q3 20235
NEW YORK STATE COMMON RETIREMENT FUND 410.00%0.00%0.00%Q2 2017Q3 20235
ATLAS CAPITAL ADVISORS LLC 550.01%0.02%0.02%Q4 2018Q4 20195
BALYASNY ASSET MANAGEMENT L.P. 210.00%0.01%0.02%Q4 2017Q2 20225
Jacobi Capital Management LLC 310.00%0.01%0.01%Q1 2018Q3 20215
Virtu Financial LLC 310.02%0.04%0.11%Q3 2017Q2 20195
Canvas Wealth Advisors, LLC 550.15%0.95%1.63%Q1 2021Q1 20225
GFS Advisors, LLC 550.11%0.13%0.14%Q4 2020Q4 20215
Harvest Fund Management Co., Ltd 410.03%0.05%0.13%Q2 2018Q4 20195
Investors Research Corp 550.00%0.00%0.00%Q3 2022Q3 20235
AXS Investments LLC 550.00%0.16%0.28%Q2 2022Q2 20235
Exchange Capital Management, Inc. 550.00%0.00%0.00%Q4 2016Q4 20175
Pacifica Partners Inc. 550.00%0.00%0.00%Q4 2022Q4 20235
Financial Management Professionals, Inc. 550.00%0.01%0.02%Q1 2020Q1 20215
BANK OF NOVA SCOTIA 550.00%0.01%0.06%Q1 2021Q1 20225
Red Tortoise LLC 410.05%0.05%0.05%Q3 2021Q3 20235
Camelot Portfolios, LLC 320.14%0.18%0.23%Q4 2018Q1 20205
Taikang Asset Management (Hong Kong) Co Ltd 550.03%0.03%0.04%Q4 2017Q4 20185
CUMBERLAND ADVISORS INC 550.36%0.46%0.66%Q2 2021Q2 20225
NORTHWEST WEALTH MANAGEMENT, LLC 550.02%0.02%0.03%Q1 2018Q1 20195
CHOREO, LLC 550.04%0.06%0.06%Q1 2017Q1 20185
Dorsey & Whitney Trust CO LLC 550.09%0.12%0.14%Q3 2021Q3 20225
MYCIO WEALTH PARTNERS, LLC 550.03%0.03%0.03%Q2 2017Q2 20185
ROCKEFELLER FINANCIAL SERVICES INC 550.02%0.02%0.02%Q4 2016Q4 20175
CSM Advisors, LLC 550.12%0.17%0.19%Q3 2022Q3 20235
Daiwa Securities Group Inc. 550.00%0.00%0.00%Q4 2016Q4 20175
BB&T INVESTMENT SERVICES, INC. 550.00%0.00%0.00%Q4 2016Q4 20175
Avior Wealth Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Knott David M Jr 550.00%0.00%0.00%Q2 2022Q2 20235
AE Wealth Management LLC 550.00%0.00%0.01%Q1 2022Q1 20235
Connectus Wealth, LLC 320.18%0.21%0.29%Q1 2022Q3 20235
Clearstead Advisors, LLC 210.00%0.00%0.01%Q4 2020Q3 20234
FRANKLIN RESOURCES INC 330.00%0.01%0.01%Q2 2020Q4 20204
Evolution Wealth Advisors, LLC 220.00%1.06%2.30%Q2 2020Q2 20214
StoneX Group Inc. 440.24%0.30%0.41%Q1 2021Q4 20214
Coatue Management 440.00%0.01%0.03%Q2 2019Q1 20204
Sharper & Granite LLC 441.38%1.69%2.05%Q4 2022Q3 20234
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2018Q4 20214
JBF Capital, Inc. 440.07%0.14%0.26%Q4 2018Q3 20194
Valence8 US LP 443.94%4.87%6.58%Q4 2022Q3 20234
ETF MANAGERS GROUP, LLC 440.00%0.00%0.01%Q3 2018Q2 20194
EDMOND DE ROTHSCHILD HOLDING S.A. 440.00%0.00%0.00%Q4 2016Q3 20174
Avidian Wealth Solutions, LLC 220.26%0.42%0.59%Q1 2021Q2 20224
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
PINNACLE ASSOCIATES LTD 440.01%0.02%0.04%Q2 2021Q1 20224
AlphaCentric Advisors LLC 310.01%0.06%0.10%Q4 2021Q3 20234
MGO Private Wealth, LLC 440.15%0.40%0.70%Q3 2022Q2 20234
Eaton Financial Holdings Company, LLC 440.16%0.41%0.51%Q4 2022Q3 20234
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.01%0.03%Q3 2017Q3 20234
Atria Wealth Solutions, Inc. 220.00%0.00%0.01%Q1 2022Q2 20234
CAROLINAS WEALTH CONSULTING LLC 440.00%0.00%0.00%Q4 2022Q3 20234
U.S. Capital Wealth Advisors, LLC 440.01%0.06%0.11%Q3 2021Q2 20224
DOWLING & YAHNKE LLC 440.02%0.02%0.02%Q4 2021Q3 20224
MONEY CONCEPTS CAPITAL CORP 210.00%0.00%0.00%Q4 2020Q4 20224
WELLINGTON MANAGEMENT GROUP LLP 440.00%0.00%0.00%Q4 2022Q3 20234
1832 Asset Management L.P. 310.00%0.00%0.00%Q4 2017Q4 20194
Coppell Advisory Solutions LLC 440.00%0.02%0.10%Q4 2022Q3 20234
Karpus Management, Inc. 440.02%0.15%0.20%Q1 2022Q4 20224
Pinnacle Wealth Management Advisory Group, LLC 440.11%0.16%0.19%Q2 2021Q1 20224
Delek Group, Ltd. 210.00%0.03%0.04%Q4 2017Q2 20194
CAPSTONE INVESTMENT ADVISORS, LLC 310.00%0.20%0.61%Q4 2016Q1 20194
Optiver Holding B.V. 220.00%0.00%0.01%Q1 2021Q1 20224
ROBERTSON STEPHENS ADVISORS LLC 442.00%2.88%3.90%Q4 2016Q3 20174
ExodusPoint Capital Management, LP 220.01%0.03%0.05%Q3 2019Q3 20204
ROTHSCHILD INVESTMENT LLC /IL 440.03%0.03%0.04%Q4 2016Q3 20174
CONFLUENCE INVESTMENT MANAGEMENT LLC 440.07%0.08%0.09%Q2 2021Q1 20224
Mascoma Wealth Management LLC 440.30%0.31%0.31%Q4 2016Q3 20174
Balentine LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Realta Investment Advisors 440.00%0.00%0.00%Q1 2019Q4 20194
XL Group Investments Ltd 443.22%3.79%4.23%Q4 2016Q3 20174
Selective Wealth Management, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Commonwealth Equity Services, Inc 440.00%0.00%0.01%Q4 2016Q3 20174
Visionary Wealth Advisors 440.04%0.04%0.04%Q2 2021Q1 20224
JAMES INVESTMENT RESEARCH INC 210.00%0.01%0.02%Q4 2016Q1 20204
Carmichael Hill & Associates, Inc. 440.00%0.00%0.00%Q4 2019Q3 20204
BROWN BROTHERS HARRIMAN & CO 220.00%0.00%0.00%Q2 2022Q2 20234
Karp Capital Management Corp 330.04%0.68%1.29%Q1 2022Q3 20223
Permanens Capital L.P. 330.95%1.19%1.31%Q1 2023Q3 20233
BECKER CAPITAL MANAGEMENT INC 330.14%0.14%0.15%Q1 2023Q3 20233
Arkadios Wealth Advisors 330.00%0.00%0.00%Q1 2021Q3 20213
Knollwood Investment Advisory, LLC 331.15%1.78%2.20%Q4 2022Q2 20233
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Financial & Tax Architects, LLC 110.35%0.40%0.50%Q3 2021Q4 20223
tru Independence LLC 110.01%0.01%0.02%Q4 2019Q2 20213
Americana Partners, LLC 330.07%0.10%0.13%Q1 2022Q3 20223
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 330.01%0.01%0.02%Q1 2022Q3 20223
Stratos Wealth Partners, LTD. 210.01%0.01%0.01%Q4 2017Q3 20183
Trexquant Investment LP 110.01%0.01%0.02%Q2 2021Q3 20223
Glass Jacobson Investment Advisors llc 210.01%0.01%0.02%Q4 2022Q3 20233
Legacy Capital Group California, Inc. 330.19%0.25%0.29%Q1 2023Q3 20233
SIMON QUICK ADVISORS, LLC 110.01%0.02%0.03%Q1 2017Q1 20193
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Sigma Planning Corp 210.01%0.01%0.01%Q4 2020Q1 20223
Lineweaver Wealth Advisors, LLC 330.16%0.34%0.45%Q1 2023Q3 20233
Columbus Macro, LLC 210.14%0.52%0.78%Q1 2018Q2 20213
D.A. DAVIDSON & CO. 330.00%0.00%0.01%Q4 2016Q2 20173
Snowden Capital Advisors LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Verition Fund Management LLC 110.00%0.03%0.08%Q4 2016Q1 20213
Chanos & Co LP 330.86%1.37%1.97%Q2 2018Q4 20183
Sowell Financial Services LLC 110.00%0.02%0.05%Q1 2019Q1 20213
WFG Advisors, LP 330.00%0.00%0.00%Q4 2016Q2 20173
Hightower 6M Holding, LLC 330.71%0.72%0.72%Q1 2022Q3 20223
Pathway Financial Advisors LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Lumature Wealth Partners, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Sierra Capital LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Financial Gravity Companies, Inc. 210.00%0.03%0.08%Q4 2017Q4 20183
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ATTICUS WEALTH MANAGEMENT, LLC 330.00%0.02%0.05%Q1 2023Q3 20233
OXFORD ASSET MANAGEMENT LLP 330.03%0.03%0.04%Q1 2017Q3 20173
EXANE DERIVATIVES 210.03%0.05%0.08%Q4 2016Q1 20213
Bluefin Trading, LLC 210.10%0.29%0.61%Q1 2017Q4 20183
GREENWOOD CAPITAL ASSOCIATES LLC 330.20%0.42%0.56%Q1 2022Q3 20223
NATIXIS 110.00%0.02%0.03%Q2 2017Q3 20213
ALTFEST L J & CO INC 330.25%0.40%0.67%Q4 2020Q2 20213
Altium Wealth Management LLC 330.01%0.02%0.02%Q4 2021Q2 20223
EverSource Wealth Advisors, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
AMERICAN INTERNATIONAL GROUP, INC. 330.22%0.29%0.33%Q4 2020Q2 20213
NewEdge Wealth, LLC 330.81%0.82%0.83%Q4 2021Q2 20223
COOKSON PEIRCE & CO INC 330.02%0.03%0.03%Q1 2023Q3 20233
MARINO, STRAM & ASSOCIATES LLC 210.00%0.03%0.04%Q1 2018Q1 20193
Cornerstone Planning Group LLC 210.01%0.03%0.05%Q4 2022Q3 20233
IMA Wealth, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
CHILTON CAPITAL MANAGEMENT LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Cerity Partners LLC 210.02%0.02%0.02%Q3 2017Q4 20193
BerganKDV Wealth Management, LLC 210.00%0.00%0.00%Q3 2021Q1 20233
CI INVESTMENTS INC. 210.01%0.18%0.31%Q3 2019Q1 20213
Cable Hill Partners, LLC 330.00%0.00%0.00%Q1 2017Q3 20173
Advisors Preferred, LLC 330.02%0.02%0.03%Q2 2021Q4 20213
Financial Architects, Inc 220.00%0.00%0.01%Q1 2017Q2 20172
Laffer Tengler Investments, Inc. 220.12%0.12%0.12%Q4 2016Q1 20172
XR Securities LLC 220.01%0.04%0.07%Q2 2022Q3 20222
Csenge Advisory Group 220.00%0.04%0.08%Q2 2018Q3 20182
American Trust 110.22%0.33%0.44%Q2 2022Q1 20232
WHITENER CAPITAL MANAGEMENT, INC. 220.01%0.01%0.01%Q4 2017Q1 20182
Fullerton Fund Management Co Ltd. 110.02%0.22%0.41%Q2 2022Q4 20222
Kiwi Wealth Investments Limited Partnership 220.05%0.28%0.51%Q2 2021Q3 20212
PRELUDE CAPITAL MANAGEMENT, LLC 220.00%0.01%0.01%Q3 2020Q4 20202
Numeric Investors LLC 220.01%0.01%0.01%Q4 2016Q1 20172
Headlands Technologies LLC 110.00%0.15%0.30%Q4 2022Q2 20232
Ariel Investments 220.00%0.01%0.01%Q4 2016Q1 20172
Logan Stone Capital, LLC 220.20%0.42%0.64%Q2 2023Q3 20232
Idaho Trust Bank 221.66%1.69%1.73%Q2 2023Q3 20232
Virtu KCG Holdings LLC 220.04%0.04%0.05%Q1 2017Q2 20172
CAXTON ASSOCIATES LP 110.43%1.41%2.40%Q1 2019Q1 20192
FAIRFIELD, BUSH & CO. 110.00%0.01%0.01%Q2 2022Q2 20232
VIEWPOINT INVESTMENT PARTNERS CORP 110.02%0.08%0.14%Q4 2018Q2 20212
1st Global Advisors, Inc. 220.13%0.14%0.14%Q4 2016Q1 20172
RMB Capital Management, LLC 110.01%0.02%0.03%Q4 2019Q2 20202
ALLSTATE CORP 110.01%0.02%0.03%Q2 2022Q4 20222
McCarthy Grittinger Financial Group, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
F3Logic, LLC 220.04%0.04%0.04%Q1 2019Q2 20192
H. L. Ormond & Company, LLC 220.52%0.53%0.53%Q4 2021Q1 20222
NOMURA ASSET MANAGEMENT CO LTD 220.00%0.01%0.01%Q2 2021Q3 20212
FORESTERS ASSET MANAGEMENT INC. 220.46%0.51%0.56%Q4 2016Q1 20172
Norway Savings Bank 220.00%0.00%0.00%Q1 2022Q2 20222
PICTET ASSET MANAGEMENT SA 220.00%0.00%0.00%Q1 2022Q2 20222
Total Clarity Wealth Management, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
Coppell Advisory Solutions Corp. 220.00%0.05%0.10%Q4 2022Q1 20232
PICTET BANK & TRUST Ltd 222.01%2.02%2.03%Q4 2020Q1 20212
Hilltop Partners LLC 110.21%1.99%3.77%Q4 2022Q3 20232
Integrated Advisors Network LLC 220.02%0.02%0.02%Q4 2020Q1 20212
Sage Advisory Services, Ltd.Co. 221.96%1.96%1.96%Q2 2023Q3 20232
Point72 Asset Management, L.P. 110.01%0.02%0.02%Q4 2021Q2 20222
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
Proficio Capital Partners LLC 220.13%0.14%0.15%Q1 2023Q2 20232
Aaron Wealth Advisors LLC 110.03%0.03%0.03%Q1 2022Q4 20222
Navigation Wealth Management, Inc. 110.22%1.59%2.95%Q1 2021Q3 20212
MMA ASSET MANAGEMENT LLC 220.25%0.30%0.35%Q3 2022Q4 20222
Prostatis Group LLC 221.02%1.03%1.04%Q1 2023Q2 20232
FIRST MANHATTAN CO. LLC. 220.00%0.00%0.00%Q1 2020Q2 20202
Perennial Advisors, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Cordasco Financial Network 220.00%0.00%0.00%Q3 2019Q4 20192
Alaska Permanent Fund Corp 220.04%0.04%0.05%Q3 2021Q4 20212
Catamount Wealth Management 220.00%0.00%0.00%Q4 2018Q1 20192
Magnus Financial Group LLC 220.06%0.07%0.07%Q3 2021Q4 20212
Pekin Hardy Strauss, Inc. 220.21%0.28%0.35%Q1 2021Q2 20212
Spot Trading L.L.C 110.01%0.01%0.01%Q4 2016Q4 20162
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
JANUS HENDERSON INVESTORS US LLC 220.00%0.00%0.01%Q4 2016Q1 20172
Lebenthal Asset Management, LLC 220.08%0.08%0.08%Q4 2016Q1 20172
Crabel Capital Management, LLC 110.05%0.12%0.19%Q4 2017Q4 20212
RiverGlades Family Offices LLC 220.24%0.25%0.26%Q1 2018Q2 20182
Activest Wealth Management 220.01%0.01%0.01%Q3 2022Q4 20222
Allspring Global Investments Holdings, LLC 110.00%0.00%0.01%Q2 2022Q1 20232
FCA CORP /TX 220.11%0.11%0.12%Q1 2017Q2 20172
CONTINENTAL ADVISORS LLC 221.40%1.48%1.56%Q4 2022Q1 20232
RHUMBLINE ADVISERS 220.00%0.00%0.00%Q2 2023Q3 20232
Clearshares LLC 220.48%0.48%0.48%Q3 2021Q4 20212
Benefit Street Partners LLC 220.07%0.14%0.20%Q1 2021Q2 20212
Vestcor Inc 220.07%0.10%0.12%Q4 2019Q1 20202
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Graves Light Lenhart Wealth, Inc. 220.02%0.02%0.02%Q4 2021Q1 20222
BERKSHIRE ASSET MANAGEMENT LLC/PA 220.03%0.03%0.04%Q2 2023Q3 20232
Monument Capital Management 220.12%0.13%0.13%Q3 2019Q4 20192
Susquehanna International Group Ltd. 110.34%0.51%0.68%Q4 2021Q4 20222
Richard Bernstein Advisors LLC 220.00%0.41%0.82%Q2 2017Q3 20172
FourThought Financial, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
COWEN INC. 220.30%0.42%0.54%Q4 2016Q1 20172
GPS Wealth Strategies Group, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Community Capital Management, LLC 220.01%0.01%0.01%Q2 2019Q3 20192
GTS SECURITIES LLC 110.00%0.01%0.01%Q3 2023Q3 20232
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 220.06%0.06%0.07%Q1 2020Q2 20202
Quent Capital, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
TUDOR INVESTMENT CORP ET AL 110.02%0.02%0.03%Q1 2022Q2 20232
ALTERNA WEALTH MANAGEMENT, INC 220.23%0.77%1.32%Q4 2018Q1 20192
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q4 2017Q4 20171
GSA CAPITAL PARTNERS LLP 110.11%0.11%0.11%Q1 2023Q1 20231
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q2 2019Q2 20191
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Aveo Capital Partners, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Man Group plc 110.01%0.01%0.01%Q4 2018Q4 20181
Alberta Investment Management Corp 110.15%0.15%0.15%Q2 2020Q2 20201
TRUE Private Wealth Advisors 110.01%0.01%0.01%Q3 2018Q3 20181
OLD MISSION CAPITAL, LLC 110.18%0.18%0.18%Q4 2020Q4 20201
Deer Park Road Corp 110.37%0.37%0.37%Q4 2022Q4 20221
Bruderman Asset Management, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
ASSET ADVISORS CORP 110.00%0.00%0.00%Q1 2017Q1 20171
STEPH & CO 110.00%0.00%0.00%Q3 2023Q3 20231
SkyView Investment Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Caprock Group, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
NATIXIS ADVISORS, L.P. 110.01%0.01%0.01%Q2 2018Q2 20181
Biltmore Family Office, LLC 110.24%0.24%0.24%Q4 2019Q4 20191
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Pallas Capital Advisors LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Diametric Capital, LP 110.66%0.66%0.66%Q4 2020Q4 20201
PFS INVESTMENTS INC. 110.10%0.10%0.10%Q2 2023Q2 20231
Modera Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
MIRABELLA FINANCIAL SERVICES LLP 112.38%2.38%2.38%Q4 2021Q4 20211
Executive Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Legacy Private Trust Co. 110.03%0.03%0.03%Q2 2017Q2 20171
MSI Financial Services Inc 110.01%0.01%0.01%Q4 2016Q4 20161
Perkins Coie Trust Co 110.00%0.00%0.00%Q2 2023Q2 20231
People's United Financial, Inc. 110.01%0.01%0.01%Q1 2017Q1 20171
FIRST NATIONAL CORP /MA/ /ADV 110.00%0.00%0.00%Q1 2019Q1 20191
Integrated Investment Consultants, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Daiwa SB Investments Ltd. 110.06%0.06%0.06%Q2 2018Q2 20181
Arete Wealth Advisors, LLC 110.10%0.10%0.10%Q4 2017Q4 20171
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Hutchin Hill Capital, LP 110.12%0.12%0.12%Q1 2017Q1 20171
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
COMERICA BANK 110.03%0.03%0.03%Q3 2023Q3 20231
Cornerstone Wealth Management, LLC 110.04%0.04%0.04%Q2 2018Q2 20181
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
FDO Partners, LLC 110.06%0.06%0.06%Q2 2017Q2 20171
Certified Advisory Corp 110.00%0.00%0.00%Q4 2017Q4 20171
Stelac Advisory Services LLC 110.06%0.06%0.06%Q3 2017Q3 20171
Archford Capital Strategies, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Kellett Wealth Advisors, LLC 116.86%6.86%6.86%Q1 2022Q1 20221
FineMark National Bank & Trust 110.00%0.00%0.00%Q4 2016Q4 20161
CONNING INC. 110.02%0.02%0.02%Q3 2018Q3 20181
Vestpro Financial Partners, Inc. dba CPF Texas 110.26%0.26%0.26%Q4 2017Q4 20171
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FinTrust Capital Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Glassman Wealth Services 110.00%0.00%0.00%Q4 2016Q4 20161
Clarus Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
Dynamic Advisor Solutions LLC 111.36%1.36%1.36%Q4 2016Q4 20161
Hilltop Holdings Inc. 110.26%0.26%0.26%Q2 2021Q2 20211
London & Capital Asset Management Ltd 110.12%0.12%0.12%Q4 2018Q4 20181
Amundi 110.00%0.00%0.00%Q4 2022Q4 20221
Julex Capital Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Virtue Capital Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Cypress Capital Management LLC (WY) 110.01%0.01%0.01%Q3 2019Q3 20191
Van Leeuwen & Company, LLC 110.42%0.42%0.42%Q1 2021Q1 20211
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Ilmarinen Mutual Pension Insurance Co 110.01%0.01%0.01%Q3 2019Q3 20191
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
FIRST HAWAIIAN BANK 110.00%0.00%0.00%Q3 2018Q3 20181
SYON CAPITAL LLC 110.57%0.57%0.57%Q3 2023Q3 20231
TRANSCEND CAPITAL ADVISORS, LLC 110.28%0.28%0.28%Q1 2020Q1 20201
FNY Investment Advisers, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
BLACKROCK ADVISORS LLC 110.03%0.03%0.03%Q4 2016Q4 20161
Antonetti Capital Management LLC 110.02%0.02%0.02%Q2 2010Q2 20101
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2017Q3 20171
Premia Global Advisors, LLC 110.27%0.27%0.27%Q4 2017Q4 20171
Blue Trust, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Asset Management Resources, LLC 110.37%0.37%0.37%Q4 2021Q4 20211
Golden State Wealth Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
ACG Wealth 110.05%0.05%0.05%Q2 2017Q2 20171
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Ancora Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ARCADIA INVESTMENT MANAGEMENT CORP/MI 110.06%0.06%0.06%Q4 2016Q4 20161
BlackRock Fund Advisors 110.01%0.01%0.01%Q4 2016Q4 20161
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Avion Wealth 110.01%0.01%0.01%Q3 2020Q3 20201
TD Capital Management LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Sound Income Strategies, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2017Q3 20171
Cohen Capital Management, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
Marquette Asset Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Windhaven Investment Management, Inc. 112.37%2.37%2.37%Q1 2017Q1 20171
Y-Intercept (Hong Kong) Ltd 110.08%0.08%0.08%Q4 2021Q4 20211
First PREMIER Bank 110.02%0.02%0.02%Q2 2022Q2 20221
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q3 2020Q3 20201
TRUST CO OF VERMONT 110.00%0.00%0.00%Q1 2017Q1 20171
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q4 2017Q4 20171
WEDBUSH SECURITIES INC 110.02%0.02%0.02%Q2 2020Q2 20201
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
WealthTrust-Arizona, LLC 110.16%0.16%0.16%Q1 2017Q1 20171
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
Manchester Capital Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
HIGH POINT BANK & TRUST CO 110.00%0.00%0.00%Q4 2016Q4 20161
Oak Point Wealth Management 110.26%0.26%0.26%Q4 2017Q4 20171
Alpine Global Management, LLC 110.08%0.08%0.08%Q2 2017Q2 20171
STEADFAST CAPITAL MANAGEMENT LP 110.37%0.37%0.37%Q4 2019Q4 20191
BlackRock Investment Management, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Maven Securities LTD 110.01%0.01%0.01%Q3 2021Q3 20211
MOTCO 110.00%0.00%0.00%Q4 2018Q4 20181
Covington Capital Management 110.00%0.00%0.00%Q3 2022Q3 20221
James Hambro & Partners 110.02%0.02%0.02%Q3 2022Q3 20221
Cumberland Partners Ltd 110.02%0.02%0.02%Q3 2021Q3 20211
Clark Capital Management Group, Inc. 110.09%0.09%0.09%Q2 2018Q2 20181
Ellevest, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Values Added Financial LLC 110.19%0.19%0.19%Q2 2023Q2 20231
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
BW Gestao de Investimentos Ltda. 111.33%1.33%1.33%Q4 2019Q4 20191
CAPITAL FUND MANAGEMENT S.A. 110.00%0.00%0.00%Q1 2023Q1 20231
MKP Capital Management, L.L.C. 110.75%0.75%0.75%Q1 2021Q1 20211
Progeny 3, Inc. 114.28%4.28%4.28%Q1 2021Q1 20211
Cetera Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
DC Investments Management, LLC 111.08%1.08%1.08%Q3 2023Q3 20231
Nicholas Hoffman & Company, LLC. 110.09%0.09%0.09%Q4 2019Q4 20191
NOMURA HOLDINGS INC 110.10%0.10%0.10%Q4 2019Q4 20191
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2016Q4 20161
PICTET ASSET MANAGEMENT LTD 110.00%0.00%0.00%Q4 2019Q4 20191
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
FNY Managed Accounts LLC 110.29%0.29%0.29%Q1 2017Q1 20171
BALDWIN BROTHERS LLC/MA 110.00%0.00%0.00%Q4 2016Q4 20161
Financial Advisors Network, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
Kerntke Otto McGlone Wealth Management Group 110.03%0.03%0.03%Q4 2022Q4 20221
Banco BTG Pactual S.A. 110.20%0.20%0.20%Q2 2022Q2 20221
Beaumont Financial Partners, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Nemes Rush Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
B, B, H, & B INC. 110.02%0.02%0.02%Q4 2020Q4 20201
Weatherstone Capital Management 110.16%0.16%0.16%Q4 2016Q4 20161
Watermark Asset Management, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
Marks Group Wealth Management, Inc 110.81%0.81%0.81%Q4 2019Q4 20191
Kathmere Capital Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Pinz Capital Management, LP 110.20%0.20%0.20%Q2 2021Q2 20211
Artemis Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
ALLSTATE INVESTMENT MANAGEMENT CO 110.01%0.01%0.01%Q4 2022Q4 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Cordant, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Concorde Asset Management, LLC 110.26%0.26%0.26%Q4 2022Q4 20221
FLAGSTAR ADVISORS INC 110.00%0.00%0.00%Q3 2022Q3 20221
Squar Milner Financial Services LLC 110.26%0.26%0.26%Q2 2019Q2 20191
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Shamrock Asset Management LLC 110.02%0.02%0.02%Q4 2016Q4 20161
Capital Wealth Planning, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Schonfeld Strategic Advisors LLC 110.10%0.10%0.10%Q3 2020Q3 20201
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Hefty Wealth Partners 110.57%0.57%0.57%Q4 2017Q4 20171
BOOTHBAY FUND MANAGEMENT, LLC 110.07%0.07%0.07%Q1 2017Q1 20171
Ibex Investors LLC 110.28%0.28%0.28%Q4 2022Q4 20221
F&V Capital Management, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
PNC Managed Account Solutions, Inc. 110.17%0.17%0.17%Q2 2021Q2 20211
Brookstone Capital Management 110.02%0.02%0.02%Q2 2019Q2 20191
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
CANADA PENSION PLAN INVESTMENT BOARD 110.11%0.11%0.11%Q2 2020Q2 20201
Veracity Capital LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Paloma Partners Management Co 110.00%0.00%0.00%Q1 2018Q1 20181
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
DELTEC ASSET MANAGEMENT LLC 110.24%0.24%0.24%Q4 2019Q4 20191
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q3 2023Q3 20231
J.W. COLE ADVISORS, INC. 110.04%0.04%0.04%Q4 2019Q4 20191
Asset Dedication, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
QCM Cayman, Ltd. 112.94%2.94%2.94%Q1 2021Q1 20211
Lee Financial Co 110.00%0.00%0.00%Q3 2023Q3 20231
Alpine Group USVI, LLC 110.08%0.08%0.08%Q2 2017Q2 20171
RWA WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Miracle Mile Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
HYMAN CHARLES D 110.04%0.04%0.04%Q4 2019Q4 20191
Latitude Advisors, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
ASCEND CAPITAL, LLC 110.18%0.18%0.18%Q1 2017Q1 20171
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Moab Capital Partners 110.78%0.78%0.78%Q1 2019Q1 20191
Financial Advocates Investment Management 110.06%0.06%0.06%Q2 2020Q2 20201
McIlrath & Eck, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Rockbridge Investment Management, LCC 110.01%0.01%0.01%Q1 2021Q1 20211
Beck Bode, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Crow Point Partners, LLC 111.03%1.03%1.03%Q4 2019Q4 20191
MACKENZIE FINANCIAL CORP 110.06%0.06%0.06%Q4 2018Q4 20181
Capital Analysts, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
MCF Advisors LLC 110.00%0.00%0.00%Q4 2017Q4 20171
External links

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