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%0.01%Q4 2016Q3 202380
Citadel Advisors 28280.00%0.00%0.00%Q4 2016Q3 202378
Cutler Group LLC / CA 1820.00%0.00%0.03%Q4 2016Q3 202348
CITIGROUP INC 28280.00%0.01%0.07%Q4 2016Q3 202344
WOLVERINE TRADING, LLC 910.00%0.00%0.01%Q4 2016Q2 202135
JANE STREET GROUP, LLC 1010.00%0.00%0.00%Q4 2016Q3 202330
BANK OF AMERICA CORP /DE/ 28280.00%0.00%0.01%Q4 2016Q3 202329
Cambridge Investment Research Advisors, Inc. 28280.01%0.01%0.03%Q4 2016Q3 202328
ROYAL BANK OF CANADA 28280.00%0.00%0.01%Q4 2016Q3 202328
ENVESTNET ASSET MANAGEMENT INC 28280.00%0.01%0.04%Q4 2016Q3 202328
BlackRock Inc. 28280.00%0.00%0.02%Q4 2016Q3 202328
WELLS FARGO & COMPANY/MN 28280.00%0.00%0.01%Q4 2016Q3 202328
JPMORGAN CHASE & CO 28280.00%0.00%0.00%Q4 2016Q3 202328
FIFTH THIRD BANCORP 28280.00%0.00%0.00%Q4 2016Q3 202328
MORGAN STANLEY 28280.00%0.01%0.02%Q4 2016Q3 202328
RAYMOND JAMES & ASSOCIATES 28280.00%0.01%0.02%Q4 2016Q3 202328
UBS Group AG 28280.00%0.00%0.00%Q4 2016Q3 202328
IFP Advisors, Inc 1710.00%0.16%0.95%Q1 2016Q3 202328
AMERIPRISE FINANCIAL INC 28280.00%0.00%0.00%Q4 2016Q3 202328
LPL Financial LLC 28280.01%0.03%0.13%Q4 2016Q3 202328
MCF Advisors LLC 2070.01%0.04%0.06%Q4 2016Q3 202327
Raymond James Financial Services Advisors, Inc. 2340.00%0.00%0.01%Q4 2016Q3 202327
Janney Montgomery Scott LLC 27270.00%0.01%0.04%Q4 2016Q2 202327
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2610.00%0.00%0.01%Q4 2016Q3 202327
Private Advisor Group, LLC 1980.00%0.02%0.05%Q4 2016Q3 202327
Global Retirement Partners, LLC 2070.00%0.01%0.06%Q4 2016Q3 202327
MML INVESTORS SERVICES, LLC 26260.01%0.02%0.07%Q2 2017Q3 202326
Anchor Investment Management, LLC 26260.00%0.01%0.04%Q3 2017Q4 202326
North Star Investment Management Corp. 15100.00%0.00%0.00%Q4 2016Q1 202325
CAPTRUST FINANCIAL ADVISORS 1410.00%0.01%0.06%Q4 2016Q3 202325
SUMITOMO MITSUI FINANCIAL GROUP, INC. 1710.00%0.01%0.08%Q4 2016Q3 202325
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.01%Q1 2017Q3 202325
Flaharty Asset Management, LLC 24240.05%3.39%4.52%Q1 2017Q4 202224
PNC FINANCIAL SERVICES GROUP, INC. 2310.00%0.00%0.00%Q4 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
TRUIST FINANCIAL CORP 23230.00%0.00%0.01%Q4 2017Q2 202323
Geneos Wealth Management Inc. 23230.00%0.02%0.16%Q4 2016Q2 202223
Cetera Advisor Networks LLC 23230.04%0.08%0.12%Q4 2016Q2 202223
Front Row Advisors LLC 22220.01%0.04%0.08%Q4 2017Q1 202322
SIMPLEX TRADING, LLC 610.00%0.00%0.02%Q4 2016Q3 202322
MACKENZIE FINANCIAL CORP 1840.00%0.01%0.04%Q4 2016Q1 202322
Belpointe Asset Management LLC 1660.01%0.08%0.19%Q3 2017Q1 202322
Advisory Services Network, LLC 1920.00%0.01%0.01%Q1 2017Q1 202321
WEDBUSH SECURITIES INC 1810.02%0.08%0.15%Q2 2017Q3 202321
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 21210.03%0.66%1.39%Q4 2016Q4 202121
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
Catalyst Capital Advisors LLC 1740.00%0.03%0.06%Q4 2016Q1 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.08%0.83%Q3 2018Q3 202321
Versant Capital Management, Inc 20200.00%0.10%0.60%Q3 2017Q2 202220
Sigma Planning Corp 20200.01%0.03%0.06%Q4 2016Q3 202120
Tower Research Capital LLC (TRC) 710.00%0.06%0.17%Q4 2016Q3 202320
Brookstone Capital Management 1010.02%0.11%0.40%Q4 2016Q3 202320
GOLDMAN SACHS GROUP INC 1370.00%0.00%0.00%Q3 2018Q3 202320
Cetera Advisors LLC 20200.01%0.05%0.10%Q4 2016Q3 202120
Claybrook Capital, LLC 930.15%0.21%0.27%Q4 2017Q3 202320
Harvest Investment Services, LLC 20200.11%0.24%0.42%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.02%0.05%Q4 2017Q3 202220
AE Wealth Management LLC 19190.01%0.01%0.03%Q1 2019Q3 202319
OPPENHEIMER ASSET MANAGEMENT INC. 1360.00%0.01%0.03%Q1 2017Q4 202119
1834 INVESTMENT ADVISORS CO 19190.00%0.03%0.05%Q4 2017Q2 202219
Joseph P. Lucia & Associates, LLC 19190.15%0.31%0.64%Q1 2019Q3 202319
Mariner, LLC 19190.00%0.02%0.09%Q1 2019Q3 202319
Patriot Financial Group Insurance Agency, LLC 19190.00%0.01%0.03%Q4 2017Q2 202219
Mount Lucas Management LP 710.14%0.93%2.02%Q4 2016Q3 202319
Regal Investment Advisors LLC 1310.03%0.17%0.43%Q4 2016Q4 202118
REILLY FINANCIAL ADVISORS, LLC 1340.00%0.00%0.00%Q2 2017Q4 202117
Wealthcare Advisory Partners LLC 1110.00%0.01%0.04%Q3 2017Q3 202317
Gradient Investments LLC 1430.00%0.00%0.01%Q4 2016Q1 202117
CX Institutional 1410.00%0.03%0.18%Q2 2018Q2 202317
Edge Wealth Management LLC 17170.00%1.17%3.58%Q4 2016Q4 202017
Quad-Cities Investment Group, LLC 17170.18%0.58%1.05%Q1 2018Q1 202217
STIFEL FINANCIAL CORP 1340.00%0.00%0.03%Q4 2016Q1 202117
SYNOVUS FINANCIAL CORP 17170.00%0.01%0.02%Q4 2016Q4 202017
ALETHEA CAPITAL MANAGEMENT, LLC 650.13%0.66%2.08%Q4 2016Q3 202117
PARK AVENUE SECURITIES LLC 16160.01%0.02%0.04%Q4 2019Q3 202316
NEXT Financial Group, Inc 740.00%0.01%0.02%Q4 2016Q4 202116
BerganKDV Wealth Management, LLC 16160.00%0.08%0.15%Q2 2018Q1 202216
IHT Wealth Management, LLC 1330.03%0.15%0.28%Q2 2019Q3 202316
First Allied Advisory Services, Inc. 16160.01%0.02%0.02%Q4 2016Q3 202016
BALDWIN BROTHERS LLC/MA 1420.00%0.01%0.01%Q4 2016Q2 202216
THRIVENT FINANCIAL FOR LUTHERANS 1420.00%0.00%0.01%Q4 2016Q3 202316
EDMOND DE ROTHSCHILD HOLDING S.A. 15150.00%0.00%0.00%Q4 2016Q2 202015
BLAIR WILLIAM & CO/IL 1120.00%0.00%0.00%Q3 2019Q3 202315
PATHSTONE FAMILY OFFICE, LLC 15150.00%0.02%0.06%Q1 2020Q3 202315
B. Riley Wealth Advisors, Inc. 960.03%0.04%0.04%Q4 2016Q3 202115
OSAIC HOLDINGS, INC. 15150.01%0.01%0.03%Q1 2020Q3 202315
Capital Investment Advisors, LLC 15150.04%0.11%0.19%Q2 2020Q4 202315
Symphony Financial, Ltd. Co. 15150.07%0.17%0.27%Q1 2020Q3 202315
REGIONS FINANCIAL CORP 1320.00%0.00%0.01%Q4 2016Q1 202115
Retirement Group, LLC 1410.00%0.00%0.00%Q4 2019Q3 202315
Samalin Investment Counsel, LLC 15150.12%0.40%0.53%Q4 2019Q2 202315
ROCKLAND TRUST CO 15150.03%0.07%0.11%Q3 2018Q1 202215
EVERGREEN CAPITAL MANAGEMENT LLC 15150.14%0.40%0.98%Q1 2020Q3 202315
Advocacy Wealth Management Services, LLC 1410.00%11.12%24.99%Q4 2016Q1 202215
Prospera Financial Services Inc 710.01%0.06%0.27%Q2 2017Q1 202215
RAYMOND JAMES TRUST N.A. 15150.01%0.02%0.04%Q2 2018Q4 202115
Parallel Advisors, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Advisors Asset Management, Inc. 14140.00%0.00%0.00%Q4 2016Q1 202014
Private Ocean, LLC 1040.01%0.06%0.23%Q1 2018Q2 202214
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.01%0.01%0.02%Q2 2020Q3 202314
Creative Planning 610.00%0.00%0.00%Q4 2016Q2 202314
LINCOLN NATIONAL CORP 920.01%0.01%0.01%Q4 2017Q1 202214
FIDUCIARY TRUST INTERNATIONAL LLC 1310.04%0.09%0.15%Q4 2016Q2 202014
ALLIANCEBERNSTEIN L.P. 13130.00%0.00%0.01%Q4 2016Q4 201914
BDO Wealth Advisors, LLC 1030.00%0.43%0.97%Q1 2020Q2 202313
Kestra Advisory Services, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
QUADRANT CAPITAL GROUP LLC 13130.00%0.00%0.00%Q1 2020Q1 202313
Man Group plc 810.00%0.01%0.03%Q1 2018Q3 202313
Founders Financial Alliance, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
Brinker Capital Investments, LLC 13130.00%0.01%0.02%Q4 2016Q4 201913
Nan Shan Life Insurance Co., Ltd. 13130.20%0.82%1.35%Q4 2016Q4 201913
ARS Investment Partners, LLC 13130.04%0.05%0.07%Q4 2016Q4 201913
Ironsides Asset Advisors, LLC 13130.12%0.32%0.68%Q2 2018Q2 202113
Ausdal Financial Partners, Inc. 13130.06%0.62%1.18%Q4 2016Q4 201913
Advisor Group, Inc. 13130.02%0.05%0.10%Q4 2016Q4 201913
SMH CAPITAL ADVISORS INC 13130.68%1.33%1.76%Q4 2017Q4 202013
LADENBURG THALMANN FINANCIAL SERVICES INC. 13130.01%0.01%0.02%Q4 2016Q4 201913
Larson Financial Group LLC 13130.00%0.01%0.01%Q1 2020Q1 202313
PROFFITT & GOODSON INC 1010.02%0.03%0.05%Q3 2018Q4 202213
NorthCoast Asset Management LLC 13130.02%0.27%0.60%Q3 2018Q3 202113
Cetera Investment Advisers 12120.00%0.01%0.02%Q4 2020Q3 202312
M&R CAPITAL MANAGEMENT INC 12120.01%0.01%0.01%Q1 2017Q4 201912
Winslow, Evans & Crocker, Inc. 1110.00%0.01%0.03%Q4 2016Q4 201912
True Link Financial Advisors, LLC 12120.07%0.11%0.15%Q4 2020Q3 202312
Safeguard Investment Advisory Group, LLC 12120.25%0.48%0.68%Q4 2020Q3 202312
Future Financial Wealth Managment LLC 12120.32%0.47%0.68%Q4 2020Q3 202312
Westside Investment Management, Inc. 750.00%0.02%0.04%Q2 2017Q1 202212
TCG Advisory Services, LLC 12120.06%0.16%0.43%Q4 2020Q3 202312
DEUTSCHE BANK AG\ 1010.00%0.00%0.00%Q1 2018Q2 202112
BANK OF MONTREAL /CAN/ 610.00%0.00%0.02%Q4 2016Q3 202312
Parallax Volatility Advisers, L.P. 11110.00%0.00%0.00%Q4 2016Q2 201911
BECK CAPITAL MANAGEMENT, LLC 11110.18%0.52%1.62%Q4 2016Q2 201911
TWO SIGMA INVESTMENTS, LP 520.00%0.01%0.03%Q3 2018Q3 202111
Mutual Advisors, LLC 11110.02%0.04%0.07%Q1 2021Q3 202311
Proficio Capital Partners LLC 11110.05%0.98%2.71%Q1 2019Q3 202111
WealthPLAN Partners, LLC 610.02%0.06%0.14%Q1 2017Q2 202111
Willingdon Wealth Management 1010.03%0.05%0.20%Q4 2016Q4 201911
HARBOUR INVESTMENTS, INC. 640.03%0.05%0.07%Q1 2021Q3 202310
Donoghue Forlines LLC 640.45%0.87%1.94%Q3 2018Q3 202110
HAP Trading, LLC 610.00%0.04%0.10%Q2 2019Q3 202210
Baird Financial Group, Inc. 820.00%0.01%0.01%Q4 2016Q3 202210
HOWARD WEALTH MANAGEMENT, LLC 10100.13%0.19%0.40%Q4 2019Q1 202210
Sanctuary Wealth Management, L.L.C. 510.03%1.03%8.15%Q1 2010Q3 202310
Accel Wealth Management 10100.01%0.02%0.03%Q4 2020Q1 202310
Global Wealth Management Investment Advisory, Inc. 820.00%0.00%0.01%Q4 2018Q2 202110
Almanack Investment Partners, LLC. 640.02%0.19%0.68%Q1 2017Q1 202210
Sugarloaf Wealth Management, LLC 990.00%0.00%0.00%Q2 2020Q2 20229
SIGNET FINANCIAL MANAGEMENT, LLC 810.02%0.06%0.07%Q4 2016Q4 20219
US BANCORP \DE\ 630.00%0.00%0.00%Q4 2016Q1 20229
Spire Wealth Management 630.00%0.01%0.03%Q1 2021Q3 20239
Beacon Financial Advisory LLC 990.13%0.15%0.18%Q3 2021Q3 20239
Sumitomo Mitsui Trust Holdings, Inc. 420.00%0.00%0.00%Q3 2019Q3 20239
SSI INVESTMENT MANAGEMENT LLC 990.01%0.11%0.28%Q2 2020Q2 20229
WRAPMANAGER INC 540.12%0.25%0.46%Q4 2016Q2 20199
Patriot Wealth Management, Inc. 990.34%0.41%0.54%Q4 2016Q4 20189
Asset Allocation & Management Company, LLC 610.09%0.20%1.00%Q4 2019Q2 20229
WestEnd Advisors, LLC 990.00%0.00%0.00%Q1 2020Q1 20229
Cypress Wealth Services, LLC 990.06%0.08%0.11%Q4 2017Q4 20199
Bell Bank 990.08%0.11%0.14%Q1 2017Q1 20199
FLAGSHIP HARBOR ADVISORS, LLC 990.00%0.00%0.01%Q2 2018Q2 20209
CWM, LLC 810.00%0.00%0.00%Q4 2018Q3 20239
AdvisorNet Financial, Inc 990.00%0.00%0.01%Q1 2020Q1 20229
INTERACTIVE FINANCIAL ADVISORS, INC. 421.79%2.59%3.14%Q4 2016Q2 20219
SG Americas Securities, LLC 410.00%0.02%0.04%Q4 2016Q3 20219
Intellectus Partners, LLC 810.01%0.02%0.03%Q4 2016Q1 20199
PINNACLE ASSOCIATES LTD 720.00%0.00%0.01%Q1 2017Q4 20199
RWA WEALTH PARTNERS, LLC 410.04%0.38%0.95%Q1 2017Q2 20239
Castleview Partners, LLC 810.01%0.16%0.35%Q2 2021Q3 20239
AJ WEALTH STRATEGIES, LLC 990.07%1.72%2.64%Q3 2020Q3 20229
NATIXIS 440.00%0.01%0.03%Q4 2016Q3 20238
Jacobi Capital Management LLC 620.00%0.00%0.01%Q4 2016Q3 20218
BENJAMIN F. EDWARDS & COMPANY, INC. 620.00%0.00%0.02%Q4 2016Q1 20228
J.P. Morgan Private Wealth Advisors LLC 410.00%0.00%0.00%Q2 2018Q1 20228
Sheaff Brock Investment Advisors, LLC 320.02%0.03%0.04%Q2 2017Q4 20198
Centiva Capital, LP 310.03%0.25%1.43%Q2 2019Q2 20238
Montecito Bank & Trust 880.06%0.13%0.16%Q4 2016Q3 20188
Capital Asset Advisory Services LLC 880.01%0.01%0.01%Q4 2019Q3 20218
Mirae Asset Global Investments Co., Ltd. 410.00%0.01%0.05%Q4 2016Q2 20208
Ranch Capital Advisors Inc. 880.04%0.04%0.07%Q4 2019Q3 20218
RITHOLTZ WEALTH MANAGEMENT 710.16%0.22%0.30%Q4 2016Q4 20188
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q1 2018Q2 20238
Element Wealth, LLC 440.04%0.05%0.06%Q2 2021Q3 20238
Investors Research Corp 880.00%0.00%0.00%Q4 2021Q3 20238
FLOW TRADERS U.S. LLC 510.00%0.04%0.12%Q4 2016Q2 20228
Qube Research & Technologies Ltd 310.00%0.03%0.08%Q4 2019Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
AVIANCE CAPITAL MANAGEMENT, LLC 880.05%0.06%0.08%Q2 2017Q1 20198
SkyView Investment Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Rehmann Capital Advisory Group 320.02%0.03%0.05%Q1 2018Q2 20218
Stonebridge Capital Advisors LLC 510.00%0.00%0.01%Q2 2019Q2 20228
Sowell Financial Services LLC 770.00%0.02%0.12%Q3 2019Q1 20217
MARSHALL WACE, LLP 310.00%0.00%0.01%Q4 2018Q1 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
MANUFACTURERS LIFE INSURANCE COMPANY, THE 770.00%0.00%0.00%Q4 2016Q2 20187
OPPENHEIMER & CO INC 770.00%0.01%0.01%Q4 2020Q2 20227
TWO SIGMA ADVISERS, LP 770.00%0.01%0.02%Q1 2020Q3 20217
Cambria Investment Management, L.P. 430.64%0.85%1.04%Q4 2016Q1 20197
Main Management LLC 770.01%0.01%0.02%Q2 2020Q4 20217
WHITENER CAPITAL MANAGEMENT, INC. 520.04%0.05%0.06%Q4 2017Q3 20197
TCG Advisors, LP 770.50%0.81%0.97%Q4 2018Q2 20207
SEAVIEW INVESTMENT MANAGERS LLC 770.08%0.19%0.35%Q3 2021Q1 20237
Rockefeller Capital Management L.P. 770.00%0.00%0.00%Q2 2021Q4 20227
VisionPoint Advisory Group, LLC 430.10%2.41%4.93%Q4 2021Q3 20237
HRT FINANCIAL LP 310.01%0.01%0.02%Q1 2020Q4 20227
Laurel Grove Capital, LLC 770.28%0.31%0.33%Q1 2017Q3 20187
Castle Rock Wealth Management, LLC 430.00%0.48%0.81%Q1 2018Q4 20197
Wealthspire Advisors, L.P. 520.00%0.00%0.01%Q2 2017Q1 20197
Weaver Consulting Group 770.02%0.04%0.10%Q1 2019Q3 20207
AMERICAN NATIONAL BANK 770.00%0.00%0.01%Q1 2022Q3 20237
London & Capital Asset Management Ltd 770.05%0.06%0.08%Q3 2020Q1 20227
BARCLAYS PLC 610.00%0.00%0.00%Q4 2016Q3 20217
Allworth Financial LP 770.00%0.00%0.00%Q1 2022Q3 20237
Royal Fund Management, LLC 770.00%0.00%0.00%Q2 2017Q4 20187
CLEAR STREET MARKETS LLC 510.00%0.04%0.12%Q3 2020Q3 20237
CreativeOne Wealth, LLC 430.01%0.01%0.02%Q3 2021Q2 20237
TD Waterhouse Canada Inc. 770.00%0.00%0.01%Q4 2021Q2 20237
Blue Sky Asset Management, LLC 410.31%0.86%1.56%Q1 2017Q1 20197
Greenland Capital Management LP 440.06%0.09%0.14%Q4 2022Q3 20237
Douglass Winthrop Advisors, LLC 770.01%0.01%0.01%Q1 2018Q3 20197
Moors & Cabot, Inc. 610.04%0.06%0.08%Q4 2016Q3 20187
Atria Investments, Inc 420.03%0.04%0.06%Q4 2016Q4 20186
BESSEMER GROUP INC 410.00%0.00%0.00%Q4 2016Q3 20226
FWL INVESTMENT MANAGEMENT, LLC 510.13%4.58%7.02%Q4 2021Q3 20236
Old Port Advisors 660.09%0.23%0.34%Q1 2021Q2 20226
SeaCrest Wealth Management, LLC 660.00%0.00%0.01%Q4 2017Q1 20196
CEDAR HILL ASSOCIATES, LLC 662.48%2.73%3.14%Q3 2016Q4 20176
First Capital Advisors Group, LLC. 660.05%1.58%2.49%Q4 2016Q1 20186
Allianz Asset Management GmbH 310.00%0.00%0.00%Q4 2016Q4 20206
Carnegie Capital Asset Management, LLC 660.01%0.03%0.04%Q1 2019Q2 20206
CREDIT SUISSE AG/ 410.00%0.00%0.01%Q4 2016Q2 20226
TRANSCEND CAPITAL ADVISORS, LLC 210.03%0.07%0.11%Q4 2019Q3 20236
AlphaStar Capital Management, LLC 660.13%0.23%0.45%Q1 2018Q2 20196
TWO SIGMA SECURITIES, LLC 210.01%0.16%0.49%Q2 2017Q3 20226
Independent Advisor Alliance 510.02%0.03%0.12%Q4 2019Q4 20216
Baker Avenue Asset Management, LP 510.01%0.03%0.06%Q2 2021Q3 20236
Capital Analysts, LLC 660.00%0.00%0.00%Q1 2020Q2 20216
AlphaCentric Advisors LLC 510.04%0.14%0.21%Q4 2020Q3 20236
Simplicity Solutions, LLC 420.01%0.01%0.04%Q4 2018Q4 20206
VICUS CAPITAL 660.03%0.04%0.07%Q3 2020Q4 20216
E&G Advisors, LP 550.09%0.13%0.15%Q4 2016Q4 20175
Atlas Private Wealth Advisors 550.01%0.01%0.01%Q2 2020Q2 20215
FormulaFolio Investments, LLC 320.08%0.12%0.16%Q3 2019Q2 20215
SMITH, MOORE & CO. 550.08%0.10%0.11%Q1 2019Q1 20205
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 550.16%0.18%0.22%Q2 2017Q2 20185
Canton Hathaway, LLC 320.00%0.00%0.01%Q3 2018Q1 20215
HOLLENCREST CAPITAL MANAGEMENT 410.01%0.01%0.03%Q4 2016Q3 20235
NexWave Capital Partners LLC 553.33%6.51%11.36%Q1 2020Q1 20215
ROWLAND CARMICHAEL ADVISORS INC /ADV 550.06%0.10%0.14%Q4 2019Q4 20205
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.01%Q3 2020Q3 20235
Redhawk Wealth Advisors, Inc. 550.20%0.29%0.34%Q2 2020Q2 20215
TRUE Private Wealth Advisors 550.04%0.05%0.05%Q3 2022Q3 20235
NTV ASSET MANAGEMENT LLC 550.06%0.13%0.18%Q2 2021Q2 20225
Ironwood Financial, llc 550.00%0.00%0.00%Q3 2020Q3 20215
Janney Capital Management LLC 550.11%0.12%0.13%Q4 2016Q4 20175
PRIVATE TRUST CO NA 320.00%0.00%0.00%Q2 2022Q3 20235
Segment Wealth Management, LLC 550.81%0.89%0.95%Q2 2020Q2 20215
Virtue Capital Management, LLC 410.07%0.14%0.28%Q3 2018Q4 20195
Capital Investment Advisory Services, LLC 410.00%0.00%0.01%Q4 2018Q3 20215
Advisory Alpha, LLC 550.03%0.04%0.06%Q1 2021Q1 20225
Quantitative Advantage, LLC 550.39%0.45%0.53%Q4 2016Q4 20175
Continuum Advisory, LLC 550.07%0.43%0.55%Q3 2022Q3 20235
Lion Street Advisors, LLC 559.06%12.24%17.56%Q4 2019Q4 20205
Bison Wealth, LLC 550.00%0.00%0.00%Q2 2021Q2 20225
Virtu Financial LLC 210.02%0.12%0.30%Q4 2017Q4 20194
Liberty Capital Management, Inc. 440.01%0.01%0.01%Q1 2017Q4 20174
Belvedere Trading LLC 330.00%0.00%0.00%Q4 2022Q2 20234
Commonwealth Equity Services, Inc 440.00%0.00%0.01%Q4 2016Q3 20174
Caption Management, LLC 210.05%0.10%0.14%Q1 2020Q1 20234
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
Renaissance Technologies 310.00%0.00%0.00%Q1 2022Q1 20234
NOMURA ASSET MANAGEMENT CO LTD 440.00%0.00%0.00%Q1 2019Q4 20194
Sage Advisory Services, Ltd.Co. 310.07%0.35%0.49%Q2 2019Q1 20214
Perigon Wealth Management, LLC 440.00%0.00%0.00%Q4 2016Q3 20174
Ascendant Capital Management, LLC 441.36%2.45%4.23%Q4 2020Q3 20214
BALYASNY ASSET MANAGEMENT L.P. 220.00%0.00%0.01%Q1 2021Q3 20224
Private Advisory Group LLC 440.18%0.26%0.32%Q3 2018Q2 20194
Smith Affiliated Capital Corp. 440.01%0.13%0.17%Q4 2016Q3 20174
FIRST MANHATTAN CO. LLC. 440.00%0.00%0.00%Q4 2021Q3 20224
CENTAURUS FINANCIAL, INC. 210.01%0.03%0.05%Q2 2018Q1 20214
Trexquant Investment LP 110.01%0.08%0.23%Q1 2020Q2 20234
Vestcor Inc 440.01%0.02%0.05%Q4 2019Q3 20204
TimeScale Financial, Inc. 440.00%0.03%0.05%Q2 2019Q1 20204
CFO4Life Group, LLC 440.06%0.06%0.07%Q4 2022Q3 20234
Patten Group, Inc. 440.00%0.00%0.00%Q4 2016Q3 20174
Bank of New York Mellon Corp 440.00%0.00%0.00%Q4 2016Q3 20174
Princeton Global Asset Management LLC 440.01%0.01%0.01%Q2 2020Q1 20214
SIGNATUREFD, LLC 310.00%0.01%0.01%Q2 2018Q2 20194
Clarity Financial LLC 220.04%0.09%0.14%Q3 2022Q3 20234
COLONY GROUP LLC 210.00%0.02%0.04%Q3 2016Q2 20214
J. L. Bainbridge & Co., Inc. 110.03%0.07%0.12%Q2 2018Q1 20214
Sculati Wealth Management, LLC 440.26%0.45%0.59%Q3 2020Q2 20214
Benchmark Capital Advisors 440.77%0.89%0.95%Q4 2016Q3 20174
MATRIX PRIVATE CAPITAL GROUP LLC 310.14%0.21%0.42%Q4 2019Q2 20214
Partnervest Advisory Services LLC 440.23%0.25%0.28%Q4 2016Q3 20174
NATIONAL PLANNING CORP 440.05%0.06%0.07%Q4 2016Q3 20174
Parkside Investments, LLC 441.40%2.50%3.15%Q1 2017Q4 20174
BTS Asset Management, Inc. 440.12%0.15%0.18%Q4 2022Q3 20234
Raleigh Capital Management Inc. 440.00%0.00%0.00%Q1 2022Q4 20224
SEI INVESTMENTS CO 440.00%0.00%0.00%Q3 2017Q2 20184
Barry Investment Advisors, LLC 440.36%0.80%1.07%Q4 2022Q3 20234
PFS INVESTMENTS INC. 330.07%0.10%0.13%Q2 2019Q4 20193
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.08%0.12%0.14%Q1 2023Q3 20233
WealthTrust Fairport, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Family Management Corp 330.16%0.25%0.39%Q4 2020Q2 20213
Lindbrook Capital, LLC 330.00%0.00%0.01%Q4 2018Q2 20193
HCR Wealth Advisors 330.33%0.35%0.38%Q3 2021Q1 20223
LexAurum Advisors, LLC 330.42%0.48%0.55%Q2 2019Q4 20193
FIRST HAWAIIAN BANK 330.06%0.06%0.06%Q2 2020Q4 20203
NORTHERN TRUST CORP 210.00%0.00%0.00%Q3 2018Q2 20193
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
WESPAC Advisors SoCal, LLC 330.08%0.09%0.12%Q2 2021Q4 20213
Vivaldi Capital Management LP 330.05%0.07%0.11%Q2 2019Q4 20193
HighTower Advisors, LLC 110.00%0.00%0.00%Q4 2019Q3 20233
SeaBridge Investment Advisors LLC 330.00%0.00%0.00%Q1 2017Q3 20173
Johnson Financial Group, Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
Gainplan LLC 111.28%1.70%2.36%Q1 2017Q4 20193
S. R. Schill & Associates 330.66%1.33%1.67%Q2 2017Q4 20173
Cornerstone Wealth Group, LLC 211.01%1.45%2.11%Q3 2019Q4 20223
D.A. DAVIDSON & CO. 330.00%0.00%0.00%Q4 2016Q2 20173
City State Bank 330.03%0.05%0.06%Q4 2021Q2 20223
Prime Capital Investment Advisors, LLC 330.02%0.82%2.40%Q4 2017Q2 20183
Running Point Capital Advisors, LLC 330.14%0.17%0.19%Q1 2022Q3 20223
Copperwynd Financial, LLC 330.64%0.66%0.68%Q4 2020Q2 20213
EverSource Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Executive Wealth Management, LLC 330.00%0.02%0.04%Q4 2018Q2 20193
TD Capital Management LLC 330.00%0.00%0.00%Q2 2020Q4 20203
SkyOak Wealth, LLC 330.08%0.09%0.10%Q4 2019Q2 20203
BAKER TILLY WEALTH MANAGEMENT, LLC 330.05%0.10%0.19%Q1 2021Q3 20213
Archford Capital Strategies, LLC 210.02%0.03%0.05%Q4 2016Q1 20183
KARLINSKI ANDREW C 330.01%0.01%0.02%Q1 2022Q3 20223
State of Tennessee, Treasury Department 330.00%0.00%0.01%Q2 2018Q4 20183
FDx Advisors, Inc. 330.01%0.02%0.02%Q2 2019Q4 20193
Morling Financial Advisors, LLC 330.01%0.02%0.03%Q4 2021Q2 20223
BANK HAPOALIM BM 330.03%0.05%0.06%Q2 2021Q4 20213
NOVARE CAPITAL MANAGEMENT LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Hilltop Holdings Inc. 330.04%0.06%0.07%Q3 2019Q1 20203
SVB WEALTH LLC 210.01%0.01%0.01%Q4 2019Q1 20233
MERCER GLOBAL ADVISORS INC /ADV 330.00%0.00%0.00%Q1 2021Q3 20213
First Horizon Advisors, Inc. 220.00%0.00%0.00%Q2 2021Q3 20212
Arete Wealth Advisors, LLC 220.03%0.04%0.05%Q4 2022Q1 20232
IEQ CAPITAL, LLC 220.06%0.09%0.12%Q4 2019Q1 20202
Claraphi Advisory Network, LLC 110.01%0.03%0.05%Q3 2019Q1 20202
Baystate Wealth Management LLC 220.00%0.00%0.00%Q2 2021Q3 20212
West Wealth Group, LLC 220.17%0.18%0.19%Q2 2023Q3 20232
Virtu KCG Holdings LLC 110.02%0.03%0.05%Q4 2016Q2 20172
Cynosure Group, LLC 220.23%0.23%0.24%Q2 2023Q3 20232
Paloma Partners Management Co 110.00%0.00%0.00%Q2 2019Q1 20202
BREITER CAPITAL MANAGEMENT INC 221.63%2.20%2.78%Q1 2021Q2 20212
Sunesis Advisors, LLC 110.20%0.20%0.20%Q1 2023Q3 20232
Signet Investment Advisory Group, Inc. 110.01%0.02%0.02%Q4 2018Q4 20202
MACQUARIE GROUP LTD 220.00%0.00%0.00%Q1 2022Q2 20222
Glassman Wealth Services 110.01%0.04%0.07%Q4 2016Q3 20202
MIRABELLA FINANCIAL SERVICES LLP 110.02%0.27%0.51%Q2 2022Q3 20232
Monument Capital Management 220.28%0.29%0.30%Q4 2020Q1 20212
Ahrens Investment Partners LLC 220.00%0.00%0.01%Q4 2021Q1 20222
CWA Asset Management Group, LLC 220.05%0.05%0.05%Q4 2018Q1 20192
Anfield Capital Management, LLC 220.36%0.72%1.08%Q4 2019Q1 20202
Pasadena Private Wealth, LLC 220.19%0.20%0.21%Q3 2019Q4 20192
PRUDENTIAL FINANCIAL INC 220.00%0.00%0.00%Q3 2018Q4 20182
FRANKLIN RESOURCES INC 220.00%0.00%0.00%Q2 2020Q3 20202
AMERICAN CENTURY COMPANIES INC 220.00%0.01%0.01%Q3 2019Q4 20192
BLUEFIN CAPITAL MANAGEMENT, LLC 110.00%0.04%0.08%Q4 2022Q4 20222
CAPITAL ADVISORS INC/OK 220.06%0.06%0.07%Q4 2022Q1 20232
Wealth Quarterback LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Certified Advisory Corp 220.00%0.00%0.00%Q4 2019Q1 20202
ExodusPoint Capital Management, LP 220.00%0.00%0.01%Q3 2021Q4 20212
Snowden Capital Advisors LLC 110.00%0.01%0.01%Q2 2019Q1 20222
Veritable, L.P. 220.00%0.00%0.01%Q2 2020Q3 20202
FORT PITT CAPITAL GROUP, LLC 220.01%0.01%0.01%Q3 2019Q4 20192
Plante Moran Financial Advisors, LLC 110.01%0.01%0.01%Q4 2019Q2 20222
NKCFO LLC 220.11%0.11%0.11%Q2 2021Q3 20212
Private Capital Group, LLC 220.01%0.01%0.01%Q3 2018Q4 20182
CIBC WORLD MARKET INC. 220.00%0.00%0.00%Q1 2019Q2 20192
STEPHENS INC /AR/ 220.01%0.01%0.01%Q2 2017Q3 20172
Paradigm Financial Partners, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Vestpro Financial Partners, Inc. dba CPF Texas 110.00%0.00%0.00%Q4 2017Q3 20182
MONEY CONCEPTS CAPITAL CORP 110.00%0.01%0.01%Q1 2022Q4 20222
Timber Hill LLC 220.05%0.12%0.19%Q4 2017Q1 20182
QUATTRO FINANCIAL ADVISORS LLC 220.32%0.34%0.36%Q3 2017Q4 20172
Davis Capital Management 220.00%0.00%0.00%Q1 2020Q2 20202
FNY Investment Advisers, LLC 110.01%0.01%0.01%Q2 2018Q3 20232
Sonora Investment Management, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Wealthfront Advisers LLC 220.00%0.00%0.00%Q2 2023Q3 20232
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.03%0.05%Q1 2017Q3 20182
Invst, LLC 220.10%0.15%0.20%Q2 2023Q3 20232
Summit Trail Advisors, LLC 110.03%0.10%0.17%Q2 2018Q4 20192
Legacy Capital Wealth Partners, LLC 220.71%0.73%0.75%Q4 2020Q1 20212
Verity Asset Management, Inc. 220.24%0.38%0.52%Q2 2017Q3 20172
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
IFC Holdings Incorporated/FL 220.02%0.02%0.03%Q3 2017Q4 20172
BB&T SECURITIES, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Cerity Partners LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Kovack Advisors, Inc. 220.10%0.10%0.11%Q4 2016Q1 20172
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.01%Q4 2021Q2 20232
CenterStar Asset Management, LLC 110.01%0.13%0.26%Q3 2019Q3 20192
VAN ECK ASSOCIATES CORP 110.00%0.00%0.00%Q2 2017Q2 20171
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
AdvisorShares Investments LLC 111.49%1.49%1.49%Q4 2019Q4 20191
BRIDGES INVESTMENT MANAGEMENT INC 110.02%0.02%0.02%Q3 2023Q3 20231
XR Securities LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Price Wealth, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
ORG Partners LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Burt Wealth Advisors 110.00%0.00%0.00%Q2 2017Q2 20171
Ruggie Capital Group 110.03%0.03%0.03%Q2 2017Q2 20171
GeoWealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Archer Investment Corp 110.00%0.00%0.00%Q1 2022Q1 20221
Global Financial Private Capital, Inc 110.08%0.08%0.08%Q1 2019Q1 20191
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
REBALANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
LVW Advisors, LLC 110.22%0.22%0.22%Q4 2017Q4 20171
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Advisors Preferred, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Sage Capital Advisors,llc 110.16%0.16%0.16%Q2 2017Q2 20171
David J Yvars Group 110.14%0.14%0.14%Q1 2021Q1 20211
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.46%0.46%0.46%Q4 2018Q4 20181
TLW Wealth Management, LLC 110.33%0.33%0.33%Q4 2018Q4 20181
Austin Private Wealth, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
AHL Partners LLP 110.12%0.12%0.12%Q4 2017Q4 20171
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q4 2018Q4 20181
AXS Investments LLC 110.28%0.28%0.28%Q2 2023Q2 20231
PATTON ALBERTSON MILLER GROUP, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Vigilare Wealth Management 110.19%0.19%0.19%Q4 2019Q4 20191
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
NewEdge Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA SECURITIES,INC. 110.06%0.06%0.06%Q3 2019Q3 20191
Hefty Wealth Partners 110.05%0.05%0.05%Q2 2017Q2 20171
qPULA Trading Management LP 110.89%0.89%0.89%Q1 2021Q1 20211
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
BOOTHBAY FUND MANAGEMENT, LLC 110.08%0.08%0.08%Q4 2016Q4 20161
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q3 2019Q3 20191
Authentikos Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
JFS WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Semmax Financial Advisors Inc. 110.01%0.01%0.01%Q1 2019Q1 20191
BlackRock Fund Advisors 110.01%0.01%0.01%Q4 2016Q4 20161
NIEMANN CAPITAL MANAGEMENT INC 1112.39%12.39%12.39%Q2 2017Q2 20171
Atria Wealth Solutions, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Braver Wealth Management, LLC 111.05%1.05%1.05%Q4 2016Q4 20161
ASSETMARK, INC 110.00%0.00%0.00%Q4 2020Q4 20201
Perella Weinberg Partners Capital Management LP 110.12%0.12%0.12%Q1 2018Q1 20181
Highlander Capital Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Virtus ETF Advisers LLC 110.14%0.14%0.14%Q4 2016Q4 20161
FREEDOM WEALTH ALLIANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Alpine Global Management, LLC 110.26%0.26%0.26%Q2 2018Q2 20181
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Rosenberg Matthew Hamilton 110.00%0.00%0.00%Q3 2021Q3 20211
B & T Capital Management DBA Alpha Capital Management 110.35%0.35%0.35%Q4 2016Q4 20161
SCOTIA CAPITAL INC. 110.00%0.00%0.00%Q2 2017Q2 20171
Sage Mountain Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
OARSMAN CAPITAL, INC. 110.08%0.08%0.08%Q3 2016Q3 20161
Prosperity Wealth Management, Inc. 110.23%0.23%0.23%Q4 2022Q4 20221
CAROLINAS WEALTH CONSULTING LLC 110.01%0.01%0.01%Q4 2022Q4 20221
STABLEFORD CAPITAL II LLC 115.94%5.94%5.94%Q4 2016Q4 20161
Activest Wealth Management 110.01%0.01%0.01%Q3 2021Q3 20211
HM PAYSON & CO 110.00%0.00%0.00%Q1 2022Q1 20221
CFO4Life, L.P. 110.06%0.06%0.06%Q4 2022Q4 20221
M&T BANK CORP 110.00%0.00%0.00%Q4 2016Q4 20161
Balentine LLC 110.00%0.00%0.00%Q3 2017Q3 20171
SUNTRUST BANKS INC 110.00%0.00%0.00%Q3 2017Q3 20171
PRIVATE CAPITAL MANAGEMENT LLC 110.12%0.12%0.12%Q1 2023Q1 20231
BEAM WEALTH ADVISORS, INC. 110.63%0.63%0.63%Q4 2019Q4 20191
Chicago Partners Investment Group LLC 110.00%0.00%0.00%Q1 2018Q1 20181
ROBERTSON STEPHENS ADVISORS LLC 110.17%0.17%0.17%Q4 2016Q4 20161
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
INTEGRATED WEALTH COUNSEL, LLC 111.21%1.21%1.21%Q4 2016Q4 20161
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q4 2020Q4 20201
BURNS J W & CO INC/NY 110.09%0.09%0.09%Q4 2016Q4 20161
Laurel Wealth Advisors, Inc. 110.03%0.03%0.03%Q4 2019Q4 20191
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
HIGH POINT BANK & TRUST CO 110.01%0.01%0.01%Q4 2016Q4 20161
Koshinski Asset Management, Inc. 110.05%0.05%0.05%Q4 2018Q4 20181
COMERICA SECURITIES INC 110.13%0.13%0.13%Q4 2018Q4 20181
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Dynasty Wealth Management, LLC 110.55%0.55%0.55%Q4 2017Q4 20171
ForthRight Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
J.W. COLE ADVISORS, INC. 110.04%0.04%0.04%Q4 2019Q4 20191
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Endowment Wealth Management, Inc. 110.20%0.20%0.20%Q2 2023Q2 20231
Miracle Mile Advisors, LLC 110.05%0.05%0.05%Q2 2020Q2 20201
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
SYM FINANCIAL Corp 110.00%0.00%0.00%Q2 2022Q2 20221
TELEMUS CAPITAL, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.08%0.08%0.08%Q2 2017Q2 20171
Hudock, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Berman Capital Advisors, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
HORIZON KINETICS ASSET MANAGEMENT LLC 110.21%0.21%0.21%Q1 2020Q1 20201
Strategic Advocates LLC 110.18%0.18%0.18%Q3 2023Q3 20231
CQS Cayman LP 110.12%0.12%0.12%Q4 2017Q4 20171
BlueCrest Capital Management Ltd 110.02%0.02%0.02%Q2 2018Q2 20181
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.06%0.06%0.06%Q1 2017Q1 20171
Mid-American Wealth Advisory Group, Inc. 113.30%3.30%3.30%Q3 2023Q3 20231
Aspire Private Capital, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Sound Income Strategies, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
AVANTAX ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q3 2020Q3 20201
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Harel Insurance Investments & Financial Services Ltd. 110.00%0.00%0.00%Q4 2016Q4 20161
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MSI Financial Services Inc 110.05%0.05%0.05%Q4 2016Q4 20161
Western Pacific Wealth Management, LP 110.04%0.04%0.04%Q4 2021Q4 20211
External links

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