ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 34340.00%0.00%0.01%Q1 2016Q2 202434
JANE STREET GROUP, LLC 1310.00%0.01%0.03%Q2 2015Q2 202432
Janney Montgomery Scott LLC 31310.01%0.05%0.08%Q4 2016Q2 202431
CWM, LLC 17110.00%0.01%0.15%Q2 2017Q2 202428
UBS Group AG 1610.00%0.00%0.00%Q1 2016Q2 202428
Well Done, LLC 15130.06%0.31%1.51%Q1 2017Q2 202428
MORGAN STANLEY 2160.00%0.00%0.00%Q2 2017Q2 202427
ENVESTNET ASSET MANAGEMENT INC 2430.01%0.08%0.14%Q1 2016Q2 202427
CAPITAL ADVISORS INC/OK 26260.02%0.16%0.44%Q1 2018Q2 202426
ROYAL BANK OF CANADA 26260.00%0.00%0.00%Q1 2018Q2 202426
Versant Capital Management, Inc 26260.00%0.02%0.02%Q1 2018Q2 202426
Cetera Advisor Networks LLC 25250.00%0.01%0.02%Q4 2017Q4 202325
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.00%Q3 2018Q2 202424
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.19%0.33%Q2 2018Q3 202322
MERCER GLOBAL ADVISORS INC /ADV 22220.49%1.27%2.12%Q1 2019Q2 202422
IFP Advisors, Inc 830.00%0.07%0.29%Q4 2017Q2 202422
Citadel Advisors 610.00%0.00%0.00%Q3 2016Q2 202422
LPL Financial LLC 22220.00%0.00%0.01%Q1 2019Q2 202422
WELLS FARGO & COMPANY/MN 21210.00%0.00%0.00%Q2 2019Q2 202421
RAYMOND JAMES & ASSOCIATES 1460.00%0.00%0.01%Q4 2018Q2 202420
ATLAS CAPITAL ADVISORS LLC 20200.20%0.90%1.78%Q3 2019Q2 202420
FMR LLC 1640.00%0.01%0.02%Q1 2019Q2 202420
BlackRock Finance, Inc. 20200.00%0.00%0.00%Q3 2019Q2 202420
Merriman Wealth Management, LLC 19190.05%1.14%2.85%Q4 2019Q2 202419
Simplicity Solutions, LLC 1010.01%0.11%0.37%Q2 2018Q4 202319
3D ASSET MANAGEMENT, INC 19193.26%6.24%8.50%Q1 2016Q3 202019
Stokes Family Office, LLC 19190.06%0.20%0.44%Q4 2019Q2 202419
Kathmere Capital Management, LLC 19191.99%2.65%3.66%Q4 2019Q2 202419
Raymond James Financial Services Advisors, Inc. 1170.00%0.01%0.04%Q1 2017Q2 202418
Bank Julius Baer & Co. Ltd, Zurich 18180.01%0.01%0.01%Q1 2020Q2 202418
OSAIC HOLDINGS, INC. 18180.00%0.00%0.01%Q1 2020Q2 202418
Armbruster Capital Management, Inc. 18182.82%3.95%4.47%Q1 2020Q2 202418
JPMORGAN CHASE & CO 1440.00%0.00%0.01%Q2 2018Q2 202418
AdvisorNet Financial, Inc 18180.00%0.05%0.15%Q1 2020Q2 202418
Allworth Financial LP 18180.01%0.02%0.03%Q1 2020Q2 202418
HighTower Advisors, LLC 17170.00%0.00%0.00%Q2 2020Q2 202417
Chicago Partners Investment Group LLC 17170.03%0.04%0.09%Q4 2018Q4 202217
Advisory Services Network, LLC 1320.00%0.02%0.03%Q4 2019Q2 202417
Retirement Group, LLC 1610.05%0.25%0.62%Q4 2019Q1 202417
Patriot Financial Group Insurance Agency, LLC 17170.01%0.05%0.09%Q2 2020Q2 202417
FIFTH THIRD BANCORP 17170.00%0.06%0.09%Q4 2019Q4 202317
GOLDMAN SACHS GROUP INC 1510.00%0.00%0.00%Q1 2017Q2 202417
COMMONWEALTH EQUITY SERVICES, LLC 16160.00%0.00%0.00%Q3 2020Q2 202416
CX Institutional 1510.00%0.06%0.14%Q2 2018Q2 202216
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 16160.00%0.39%0.54%Q3 2020Q2 202416
FLOW TRADERS U.S. LLC 610.01%0.17%0.50%Q4 2018Q3 202316
LADENBURG THALMANN FINANCIAL SERVICES INC. 16160.01%0.01%0.01%Q1 2016Q4 201916
SCS Capital Management LLC 16160.08%0.57%1.55%Q2 2020Q1 202416
Prosperity Planning, Inc. 15151.84%2.10%2.31%Q4 2020Q2 202415
Disciplined Investments, LLC 15150.02%0.03%0.05%Q4 2019Q2 202315
Sand Hill Global Advisors, LLC 15150.01%0.04%0.17%Q3 2020Q1 202415
Tacita Capital Inc 15150.97%1.96%2.63%Q4 2020Q2 202415
COLLECTIVE FAMILY OFFICE LLC 15150.10%0.14%0.20%Q4 2020Q2 202415
Equitable Holdings, Inc. 15150.01%0.02%0.04%Q4 2020Q2 202415
Hemington Wealth Management 15150.44%0.58%0.73%Q4 2020Q2 202415
Red Wave Investments LLC 15150.56%0.65%0.72%Q4 2020Q2 202415
Spire Wealth Management 14140.00%0.00%0.01%Q1 2021Q2 202414
Venturi Wealth Management, LLC 710.01%0.26%1.91%Q4 2019Q2 202414
Angeles Investment Advisors, LLC 14140.03%1.92%12.75%Q1 2021Q2 202414
Parallel Advisors, LLC 14140.00%0.04%0.08%Q1 2021Q2 202414
TCG Advisory Services, LLC 14140.44%1.32%1.83%Q1 2021Q2 202414
Private Ocean, LLC 14140.00%0.00%0.01%Q1 2021Q2 202414
Dorsey & Whitney Trust CO LLC 14140.02%0.04%0.05%Q1 2021Q2 202414
THRIVENT FINANCIAL FOR LUTHERANS 13130.01%0.01%0.02%Q2 2021Q2 202413
Bison Wealth, LLC 13130.06%0.12%0.24%Q2 2021Q2 202413
NORTHWEST INVESTMENT COUNSELORS, LLC 1210.02%0.04%0.09%Q4 2020Q1 202413
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q2 2017Q2 202413
Wealth Alliance 13130.05%0.30%0.53%Q2 2021Q2 202413
RHS Financial, LLC 13130.31%0.65%1.40%Q2 2021Q2 202413
Brinker Capital Investments, LLC 13130.00%0.36%0.66%Q1 2017Q1 202013
IRONWOOD WEALTH MANAGEMENT, INC. 13133.95%4.27%5.25%Q2 2021Q2 202413
Robertson Stephens Wealth Management, LLC 13130.05%0.14%0.27%Q2 2021Q2 202413
Advisor Group, Inc. 13130.00%0.00%0.00%Q2 2016Q2 201913
One Wealth Advisors, LLC 13130.10%1.31%2.23%Q2 2021Q2 202413
Rockefeller Capital Management L.P. 13130.01%0.01%0.01%Q2 2021Q2 202413
AMERIPRISE FINANCIAL INC 810.00%0.00%0.00%Q4 2020Q2 202413
Foster Group, Inc. 13130.05%0.28%0.45%Q2 2021Q2 202413
3D/L Capital Management, LLC 12120.02%4.71%7.04%Q4 2020Q3 202312
Smithfield Trust Co 12120.00%0.00%0.00%Q3 2021Q2 202412
FFT WEALTH MANAGEMENT LLC 12120.05%3.52%6.58%Q3 2021Q2 202412
SIGNATUREFD, LLC 12120.00%0.00%0.00%Q3 2021Q2 202412
Global Retirement Partners, LLC 1010.01%0.01%0.02%Q3 2021Q2 202411
CGN Advisors LLC 11110.05%0.07%0.09%Q4 2021Q2 202411
Keebeck Wealth Management, LLC 11110.11%0.64%1.20%Q4 2021Q2 202411
MML INVESTORS SERVICES, LLC 11110.00%0.00%0.01%Q4 2021Q2 202411
Capital Investment Advisory Services, LLC 1010.00%0.01%0.01%Q2 2020Q4 202311
OLD MISSION CAPITAL LLC 610.01%0.14%0.49%Q4 2017Q1 202411
WEALTHSOURCE PARTNERS, LLC 11110.18%1.01%1.59%Q2 2021Q4 202311
FIDUCIARY TRUST CO 1010.00%0.03%0.13%Q4 2019Q4 202211
Goodwin Investment Advisory 11110.12%0.25%0.44%Q3 2021Q1 202411
Atria Investments, Inc 11110.01%0.12%0.15%Q1 2016Q3 201811
Integrated Wealth Concepts LLC 11110.01%0.18%0.30%Q4 2021Q2 202411
BUCKINGHAM STRATEGIC PARTNERS, LLC 11110.16%0.28%0.42%Q4 2021Q2 202411
EverSource Wealth Advisors, LLC 11110.01%0.05%0.10%Q4 2021Q2 202411
Stonebridge Capital Advisors LLC 520.00%0.00%0.00%Q2 2019Q3 202311
W ADVISORS, LLC 11110.48%1.03%1.29%Q4 2021Q2 202411
BUCKINGHAM STRATEGIC WEALTH, LLC 11110.02%0.18%0.25%Q4 2021Q2 202411
Bell Investment Advisors, Inc 920.33%0.41%0.65%Q3 2021Q2 202411
Kelly Financial Services LLC 11110.00%0.21%0.74%Q4 2021Q2 202411
Cypress Wealth Services, LLC 11110.24%0.62%0.89%Q4 2021Q2 202411
LGL PARTNERS, LLC 11110.06%4.32%7.83%Q4 2021Q2 202411
Beaird Harris Wealth Management, LLC 11110.00%0.05%0.30%Q4 2021Q2 202411
Intelligence Driven Advisers, LLC 11110.10%0.68%2.09%Q4 2021Q2 202411
CAPTRUST FINANCIAL ADVISORS 730.00%0.00%0.01%Q4 2021Q2 202410
Mayflower Financial Advisors, LLC 10100.07%0.22%0.29%Q1 2022Q2 202410
Running Point Capital Advisors, LLC 730.00%0.02%0.04%Q1 2021Q3 202310
TRANSCEND CAPITAL ADVISORS, LLC 10100.02%0.07%0.10%Q1 2022Q2 202410
Accel Wealth Management 10100.00%0.00%0.01%Q4 2020Q1 202310
NATIONAL BANK OF CANADA /FI/ 10100.00%0.00%0.00%Q1 2022Q2 202410
Jackson Creek Investment Advisors LLC 10100.36%0.38%0.42%Q1 2022Q2 202410
U.S. Capital Wealth Advisors, LLC 10100.06%0.14%0.20%Q1 2022Q2 202410
Index Fund Advisors, Inc. 730.02%0.04%0.09%Q4 2021Q2 202410
Qube Research & Technologies Ltd 520.00%0.00%0.01%Q2 2021Q2 202410
Avidian Wealth Enterprises, LLC 10100.02%0.03%0.04%Q1 2022Q2 202410
Stratos Wealth Advisors, LLC 10100.02%0.04%0.05%Q1 2022Q2 202410
Creative Planning 10100.00%0.00%0.00%Q1 2022Q2 202410
High Falls Advisors, Inc 810.08%0.18%0.21%Q1 2022Q2 20249
CSS LLC/IL 990.01%0.07%0.10%Q2 2022Q2 20249
CFS Investment Advisory Services, LLC 810.02%0.05%0.07%Q1 2022Q2 20249
True Link Financial Advisors, LLC 990.04%0.20%0.55%Q4 2021Q4 20239
Elgethun Capital Management 990.09%0.10%0.14%Q2 2022Q2 20249
VANCE WEALTH, INC. 990.89%1.16%1.62%Q2 2022Q2 20249
FIRETHORN WEALTH PARTNERS, LLC 810.42%0.64%0.81%Q1 2022Q2 20249
MEEDER ASSET MANAGEMENT INC 810.00%0.00%0.01%Q4 2019Q3 20229
Johnson Bixby & Associates, LLC 990.12%0.15%0.18%Q2 2022Q2 20249
TCWP LLC 990.20%0.51%0.75%Q1 2022Q1 20249
Dentgroup LLC 810.25%0.57%1.00%Q1 2022Q2 20249
STIFEL FINANCIAL CORP 810.00%0.00%0.01%Q1 2022Q2 20249
B. Riley Wealth Advisors, Inc. 990.01%0.01%0.01%Q2 2022Q2 20249
ONE Advisory Partners, LLC 810.19%1.05%1.24%Q1 2022Q2 20249
NWAM LLC 990.02%0.05%0.10%Q1 2022Q1 20249
BEACON FINANCIAL GROUP 810.06%0.09%0.16%Q1 2022Q2 20249
ZEKE CAPITAL ADVISORS, LLC 991.92%2.13%2.46%Q4 2020Q4 20229
Plancorp, LLC 990.19%0.45%0.53%Q2 2022Q2 20249
CreativeOne Wealth, LLC 540.01%0.05%0.10%Q1 2022Q2 20249
My Legacy Advisors, LLC 990.14%0.31%0.37%Q2 2022Q2 20249
Rosenberg Matthew Hamilton 710.00%0.04%0.21%Q3 2021Q2 20248
McIlrath & Eck, LLC 880.00%0.00%0.00%Q3 2022Q2 20248
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 880.00%0.00%0.00%Q3 2021Q2 20238
ShoreHaven Wealth Partners, LLC 881.88%2.54%3.04%Q3 2022Q2 20248
BRIGHTON JONES LLC 530.01%0.02%0.02%Q1 2022Q2 20248
ANGELES WEALTH MANAGEMENT, LLC 620.00%0.14%0.67%Q1 2022Q2 20248
CREATIVE FINANCIAL DESIGNS INC /ADV 880.00%0.00%0.00%Q1 2022Q4 20238
CoreFirst Bank & Trust 880.05%1.87%3.10%Q3 2022Q2 20248
LEO BROKERAGE, LLC 420.55%0.73%1.06%Q4 2020Q2 20238
Csenge Advisory Group 880.04%0.05%0.06%Q3 2022Q2 20248
CAPITAL PERFORMANCE ADVISORS LLP 880.16%0.20%0.23%Q3 2022Q2 20248
JNBA Financial Advisors 881.19%1.46%1.60%Q3 2022Q2 20248
Kestra Advisory Services, LLC 880.00%0.01%0.01%Q3 2022Q2 20248
Hoxton Planning & Management, LLC 770.20%0.62%1.05%Q4 2022Q2 20247
Provident Wealth Management, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
Valmark Advisers, Inc. 770.00%0.00%0.01%Q4 2022Q2 20247
Farther Finance Advisors, LLC 770.03%0.10%0.23%Q4 2022Q2 20247
LJI Wealth Management, LLC 770.08%0.09%0.10%Q4 2022Q2 20247
Ackerman Capital Advisors, LLC 773.08%3.22%3.35%Q4 2022Q2 20247
Corient Private Wealth LLC 770.00%0.00%0.00%Q4 2022Q2 20247
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
BANK OF MONTREAL /CAN/ 770.00%0.00%0.01%Q4 2022Q2 20247
Valeo Financial Advisors, LLC 770.01%0.01%0.02%Q4 2022Q2 20247
Strategic Blueprint, LLC 770.06%0.12%0.15%Q4 2022Q2 20247
RCS Financial Planning, LLC 770.12%0.19%0.25%Q4 2022Q2 20247
PERSONAL CFO SOLUTIONS, LLC 770.04%0.05%0.05%Q3 2022Q1 20247
Lauterbach Financial Advisors, LLC 770.20%0.23%0.25%Q4 2022Q2 20247
Renaissance Technologies 310.00%0.00%0.00%Q3 2021Q1 20247
Keel Point, LLC 770.06%0.14%0.17%Q4 2022Q2 20247
Family Asset Management, LLC 770.01%0.01%0.02%Q4 2022Q2 20247
PARK AVENUE SECURITIES LLC 510.01%0.03%0.05%Q4 2021Q2 20247
Ruedi Wealth Management, Inc. 770.00%0.00%0.00%Q4 2022Q2 20247
Private Advisor Group, LLC 310.00%0.00%0.01%Q3 2019Q2 20247
Stonehage Fleming Financial Services Holdings Ltd 610.02%0.05%0.09%Q3 2022Q2 20247
Nicholas Hoffman & Company, LLC. 770.02%0.04%0.05%Q4 2022Q2 20247
Warren Street Wealth Advisors, LLC 770.22%0.30%0.35%Q4 2022Q2 20247
SENTINEL TRUST CO LBA 661.83%2.09%2.50%Q2 2021Q3 20226
BRIGGS ADVISORY GROUP, INC. 660.25%0.40%0.48%Q2 2022Q3 20236
US BANCORP \DE\ 420.00%0.00%0.00%Q2 2019Q2 20246
Cape Investment Advisory, Inc. 660.00%0.01%0.02%Q1 2023Q2 20246
G&S Capital LLC 420.37%0.52%0.83%Q4 2021Q1 20246
PNC FINANCIAL SERVICES GROUP, INC. 420.00%0.00%0.00%Q4 2022Q2 20246
Cresset Asset Management, LLC 510.00%0.00%0.00%Q4 2021Q2 20246
OneDigital Investment Advisors LLC 660.01%0.04%0.16%Q1 2023Q2 20246
New Republic Capital, LLC 510.05%0.07%0.09%Q4 2022Q2 20246
JFS WEALTH ADVISORS, LLC 510.00%0.07%0.11%Q3 2021Q2 20246
Clayton Partners LLC 661.34%1.86%2.13%Q1 2023Q2 20246
Cerity Partners LLC 330.00%0.00%0.00%Q4 2022Q2 20246
TKG Advisors, LLC 510.13%0.17%0.25%Q1 2022Q2 20246
NEXT Financial Group, Inc 660.00%0.00%0.00%Q3 2020Q4 20216
HBC Financial Services, PLLC 420.00%0.00%0.01%Q4 2021Q1 20246
PrairieView Partners, LLC 660.01%0.01%0.01%Q1 2023Q2 20246
Sowell Financial Services LLC 660.01%0.02%0.03%Q4 2019Q1 20216
55I, LLC 660.12%0.70%1.82%Q2 2021Q3 20226
Sunbelt Securities, Inc. 660.01%0.01%0.01%Q1 2023Q2 20246
Clark Capital Management Group, Inc. 410.01%0.01%0.02%Q3 2020Q1 20225
XPONANCE, INC. 550.92%1.22%1.41%Q4 2018Q4 20195
Pinnacle Bancorp, Inc. 550.00%0.00%0.00%Q1 2021Q1 20225
Sequoia Financial Advisors, LLC 550.03%0.18%0.46%Q2 2023Q2 20245
Merit Financial Group, LLC 550.01%0.01%0.02%Q1 2023Q1 20245
SCHRODER INVESTMENT MANAGEMENT GROUP 550.00%0.00%0.00%Q4 2022Q4 20235
LGT Financial Advisors LLC 410.13%0.24%0.39%Q4 2022Q1 20245
SEI INVESTMENTS CO 410.00%0.00%0.00%Q3 2016Q2 20185
Stokes & Hubbell Capital Management, LLC 550.73%1.24%1.53%Q1 2018Q1 20195
REGIONS FINANCIAL CORP 550.00%0.00%0.00%Q1 2018Q1 20195
MONETA GROUP INVESTMENT ADVISORS LLC 550.01%0.01%0.01%Q2 2023Q2 20245
Affinity Capital Advisors, LLC 550.19%0.27%0.38%Q2 2023Q2 20245
Colonial Trust Advisors 550.01%0.02%0.02%Q4 2022Q4 20235
DROMS STRAUSS ADVISORS INC /MO/ /ADV 550.36%1.30%3.55%Q4 2018Q4 20195
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 550.00%0.01%0.02%Q2 2023Q2 20245
ASSETMARK, INC 410.00%0.00%0.00%Q2 2019Q1 20245
Horst & Graben Wealth Management LLC 440.05%0.10%0.12%Q3 2023Q2 20244
Mariner, LLC 310.00%0.00%0.00%Q1 2022Q2 20244
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Baystate Wealth Management LLC 310.00%0.00%0.01%Q3 2022Q4 20234
Paradigm Financial Advisors, LLC 440.05%0.20%0.26%Q1 2021Q4 20214
Envestnet Portfolio Solutions, Inc. 440.00%0.00%0.00%Q3 2023Q2 20244
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
DONALDSON CAPITAL MANAGEMENT, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Weaver Consulting Group 440.02%0.04%0.04%Q1 2019Q4 20194
PARAMETRIC PORTFOLIO ASSOCIATES LLC 310.00%0.00%0.00%Q3 2018Q1 20204
Beacon Pointe Advisors, LLC 210.01%0.02%0.03%Q1 2021Q1 20234
TUCKER ASSET MANAGEMENT LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Castleview Partners, LLC 440.00%0.00%0.01%Q3 2023Q2 20244
GeoWealth Management, LLC 440.02%0.02%0.03%Q1 2022Q4 20224
FIRST MANHATTAN CO. LLC. 310.00%0.00%0.00%Q2 2022Q1 20244
Peninsula Wealth, LLC 440.09%0.91%1.46%Q3 2023Q2 20244
TRUIST FINANCIAL CORP 440.00%0.00%0.00%Q2 2023Q1 20244
Glass Jacobson Investment Advisors llc 440.00%0.00%0.00%Q3 2023Q2 20244
Cambridge Investment Research Advisors, Inc. 310.00%0.00%0.00%Q1 2023Q2 20244
Addison Advisors LLC 440.01%0.01%0.01%Q3 2023Q2 20244
KICKSTAND VENTURES, LLC. 440.64%0.74%0.95%Q3 2023Q2 20244
Concord Wealth Partners 310.00%0.00%0.01%Q2 2022Q2 20234
CITIGROUP INC 210.00%0.00%0.00%Q2 2021Q2 20244
AVANTAX ADVISORY SERVICES, INC. 440.01%0.01%0.01%Q3 2023Q2 20244
HRT FINANCIAL LP 110.00%0.00%0.01%Q3 2022Q2 20244
AXXCESS WEALTH MANAGEMENT, LLC 440.03%0.03%0.04%Q2 2022Q1 20234
HHM Wealth Advisors, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
AlphaCore Capital LLC 440.01%0.01%0.01%Q1 2023Q4 20234
Concurrent Investment Advisors, LLC 330.09%0.11%0.13%Q4 2023Q2 20243
NORTHERN TRUST CORP 210.00%0.00%0.00%Q3 2021Q2 20243
TCI Wealth Advisors, Inc. 210.00%0.00%0.00%Q2 2022Q1 20233
Spruce Investment Advisors LLC 334.12%4.53%4.81%Q2 2017Q4 20173
Savvy Advisors, Inc. 331.06%1.22%1.38%Q4 2023Q2 20243
Steward Partners Investment Advisory, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Peirce Capital Management, LLC 330.23%0.24%0.25%Q4 2023Q2 20243
MB Generational Wealth, LLC 330.18%0.19%0.21%Q4 2023Q2 20243
NewEdge Advisors, LLC 330.00%0.01%0.02%Q4 2023Q2 20243
ROTHSCHILD INVESTMENT LLC 330.00%0.00%0.00%Q4 2023Q2 20243
FourThought Financial, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Accurate Wealth Management, LLC 210.02%0.07%0.10%Q1 2022Q4 20223
TSA Wealth Managment LLC 330.50%0.57%0.63%Q4 2023Q2 20243
Squire Investment Management Company, LLC 330.79%0.93%1.10%Q4 2023Q2 20243
Laurel Wealth Advisors, Inc. 210.04%0.05%0.06%Q1 2022Q4 20223
ELEVATE WEALTH ADVISORY, INC 330.09%0.09%0.10%Q4 2023Q2 20243
Alaska Wealth Advisors 330.00%0.00%0.00%Q4 2023Q2 20243
Freedom Investment Management, Inc. 331.80%1.80%1.81%Q4 2023Q2 20243
MA Private Wealth 330.04%0.06%0.06%Q4 2023Q2 20243
Valued Wealth Advisors LLC 330.58%0.62%0.69%Q4 2023Q2 20243
BLUESTEIN R H & CO LLC 330.01%0.01%0.02%Q1 2022Q3 20223
CUSTOM INDEX SYSTEMS, LLC 331.24%1.26%1.28%Q4 2023Q2 20243
Aptus Capital Advisors, LLC 330.00%0.07%0.12%Q4 2023Q2 20243
Vision Capital Management, Inc. 330.10%0.10%0.10%Q4 2023Q2 20243
Sawyer & Company, Inc 330.00%0.00%0.00%Q4 2022Q2 20233
Shared Vision Wealth Group LLC 330.38%0.45%0.50%Q4 2023Q2 20243
HARBOUR INVESTMENTS, INC. 210.00%0.00%0.00%Q1 2021Q4 20223
Truvestments Capital LLC 330.00%0.00%0.00%Q2 2023Q4 20233
Pathstone Holdings, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Trust Point Inc. 330.24%0.31%0.37%Q4 2023Q2 20243
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
Leo Wealth, LLC 330.06%0.54%0.82%Q4 2023Q2 20243
Smartleaf Asset Management LLC 330.00%0.00%0.01%Q4 2023Q2 20243
Mason & Associates Inc 331.42%2.39%3.00%Q1 2022Q3 20223
Blackhawk Capital Partners LLC. 210.31%0.33%0.37%Q2 2021Q2 20223
Destiny Wealth Partners, LLC 330.04%0.05%0.06%Q1 2022Q3 20223
MGO ONE SEVEN LLC 210.01%0.07%0.19%Q1 2023Q1 20243
Farrow Financial Inc. 335.07%5.15%5.25%Q4 2023Q2 20243
SYM FINANCIAL Corp 330.16%0.44%1.00%Q4 2018Q2 20193
Stonebrook Private Inc. 330.21%0.21%0.21%Q4 2023Q2 20243
Maxwell Wealth Strategies Inc. 330.20%0.23%0.26%Q4 2023Q2 20243
TRUST CO OF VERMONT 330.00%0.00%0.00%Q4 2023Q2 20243
Savant Capital, LLC 210.01%0.01%0.01%Q3 2023Q2 20243
M&R CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q2 2022Q4 20223
EP Wealth Advisors, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q4 2023Q1 20242
Ten Capital Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Northland Capital Management LLC 223.74%4.06%4.38%Q1 2022Q2 20222
Cornerstone Planning Group LLC 220.01%0.01%0.01%Q3 2023Q4 20232
PITCAIRN CO 220.06%0.06%0.06%Q1 2018Q2 20182
Hobbs Group Advisors, LLC 110.00%0.00%0.00%Q4 2023Q2 20242
SpiderRock Advisors, LLC 220.00%0.00%0.01%Q1 2024Q2 20242
FRANKLIN RESOURCES INC 220.00%0.00%0.00%Q3 2023Q4 20232
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
Morling Financial Advisors, LLC 220.01%0.05%0.09%Q1 2024Q2 20242
ANDERSON HOAGLAND & CO 220.21%0.22%0.23%Q1 2022Q2 20222
MATHER GROUP, LLC. 220.00%0.00%0.00%Q1 2024Q2 20242
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
WealthShield Partners, LLC 110.00%0.05%0.10%Q4 2021Q1 20232
Aspire Private Capital, LLC 110.00%0.00%0.00%Q3 2022Q1 20242
QRG CAPITAL MANAGEMENT, INC. 220.00%0.00%0.00%Q1 2024Q2 20242
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
TOWNSQUARE CAPITAL LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Ameritas Investment Company, LLC 110.00%0.00%0.01%Q4 2018Q1 20212
GLENMEDE TRUST CO NA 220.00%0.00%0.00%Q1 2023Q2 20232
Covenant Partners, LLC 220.34%1.57%2.80%Q4 2019Q1 20202
Cetera Investment Advisers 110.00%0.01%0.01%Q4 2022Q1 20242
CIBC Private Wealth Group LLC 220.00%0.00%0.00%Q1 2024Q2 20242
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
Sound Income Strategies, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
DUNCKER STREETT & CO INC 220.00%0.00%0.00%Q1 2024Q2 20242
Kozak & Associates, Inc. 220.00%0.00%0.00%Q1 2024Q2 20242
Gerber Kawasaki Wealth & Investment Management 220.02%0.02%0.02%Q1 2024Q2 20242
Tower Research Capital LLC (TRC) 110.00%0.00%0.01%Q3 2016Q2 20222
Private Capital Group, LLC 110.01%0.01%0.01%Q3 2019Q4 20212
Covington Capital Management 220.00%0.00%0.00%Q2 2022Q3 20222
Pensionmark Financial Group, LLC 220.04%0.04%0.04%Q4 2023Q1 20242
THEORY FINANCIAL LLC 220.12%0.12%0.12%Q4 2023Q1 20242
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
Winthrop Capital Management, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Simplicity Wealth,LLC 220.02%0.02%0.03%Q1 2024Q2 20242
Crabel Capital Management, LLC 110.08%0.08%0.09%Q1 2021Q2 20232
Weil Company, Inc. 220.27%0.68%1.10%Q1 2024Q2 20242
FAS Wealth Partners, Inc. 220.00%0.00%0.00%Q4 2019Q1 20202
SAXON INTERESTS, INC. 110.58%0.60%0.62%Q1 2023Q2 20242
UMB Bank, n.a. 220.01%0.01%0.01%Q1 2022Q2 20222
Derbend Asset Management 220.35%0.37%0.39%Q4 2023Q1 20242
IEQ CAPITAL, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 220.70%0.73%0.77%Q1 2024Q2 20242
Vestpro Financial Partners, Inc. dba CPF Texas 220.01%0.01%0.02%Q2 2018Q3 20182
Wealthspire Advisors, LLC 220.00%0.00%0.01%Q1 2022Q2 20222
Security Financial Services, INC. 110.07%0.07%0.08%Q1 2022Q3 20222
Johnson Financial Group, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
Global Wealth Strategies & Associates 220.00%0.00%0.00%Q4 2023Q1 20242
Claraphi Advisory Network, LLC 110.10%0.10%0.10%Q3 2021Q3 20211
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Gradient Investments LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Baldrige Asset Management LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Claybrook Capital, LLC 110.39%0.39%0.39%Q4 2018Q4 20181
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 110.10%0.10%0.10%Q3 2021Q3 20211
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
FDx Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
Richard Bernstein Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Beacon Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Waverly Advisors, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
HOWE & RUSLING INC 110.01%0.01%0.01%Q3 2023Q3 20231
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Level Financial Advisors 110.00%0.00%0.00%Q4 2021Q4 20211
McGlone Suttner Wealth Management, Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q2 2024Q2 20241
Blue Trust, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Ancora Advisors LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Resurgent Financial Advisors LLC 110.02%0.02%0.02%Q4 2022Q4 20221
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q4 2023Q4 20231
Zullo Investment Group, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TimeScale Financial, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
GTS SECURITIES LLC 110.00%0.00%0.00%Q2 2024Q2 20241
MOTCO 110.00%0.00%0.00%Q2 2023Q2 20231
SeaCrest Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
SCOTIA CAPITAL INC. 110.00%0.00%0.00%Q3 2018Q3 20181
CENTRAL TRUST Co 110.00%0.00%0.00%Q3 2021Q3 20211
BOKF, NA 110.02%0.02%0.02%Q4 2022Q4 20221
QUEST CAPITAL MANAGEMENT INC /ADV 110.06%0.06%0.06%Q4 2021Q4 20211
OKABENA INVESTMENT SERVICES INC 110.00%0.00%0.00%Q4 2022Q4 20221
Intergy Private Wealth, LLC 110.30%0.30%0.30%Q4 2021Q4 20211
STUDIO INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Van Hulzen Asset Management, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
COMERICA SECURITIES,INC. 110.01%0.01%0.01%Q4 2022Q4 20221
WEALTHGARDEN F.S. LLC 110.78%0.78%0.78%Q2 2024Q2 20241
Redwood Wealth Management Group, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Integer Wealth Advisors Group LLC 110.12%0.12%0.12%Q1 2021Q1 20211
BALDWIN WEALTH PARTNERS LLC/MA 110.00%0.00%0.00%Q2 2021Q2 20211
SG Americas Securities, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
1620 INVESTMENT ADVISORS, INC. 110.01%0.01%0.01%Q2 2024Q2 20241
Park Place Capital Corp 110.01%0.01%0.01%Q4 2022Q4 20221
S&CO INC 110.03%0.03%0.03%Q2 2024Q2 20241
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Conservest Capital Advisors, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Virtu KCG Holdings LLC 110.02%0.02%0.02%Q1 2016Q1 20161
Kingsview Wealth Management, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q3 2023Q3 20231
Hexagon Capital Partners LLC 110.00%0.00%0.00%Q4 2023Q4 20231
HSBC HOLDINGS PLC 110.00%0.00%0.00%Q1 2022Q1 20221
Scarborough Advisors, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Strategic Wealth Partners, Ltd. 110.11%0.11%0.11%Q3 2022Q3 20221
Mason & Associates, LLC 110.77%0.77%0.77%Q1 2024Q1 20241
Wealthcare Advisory Partners LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Relative Value Partners Group, LLC 110.73%0.73%0.73%Q3 2022Q3 20221
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q3 2022Q3 20221
CNB Bank 110.01%0.01%0.01%Q2 2024Q2 20241
TILIA FIDUCIARY PARTNERS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
SOL Capital Management CO 110.06%0.06%0.06%Q2 2022Q2 20221
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
Financial Advocates Investment Management 110.02%0.02%0.02%Q4 2020Q4 20201
Pacific Wealth Management 110.26%0.26%0.26%Q4 2022Q4 20221
Pinnacle Private Wealth, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q4 2022Q4 20221
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Synergy Asset Management, LLC 110.42%0.42%0.42%Q3 2023Q3 20231
Arlington Financial Advisors, LLC 110.31%0.31%0.31%Q4 2018Q4 20181
Gilliland Jeter Wealth Management LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Pallas Capital Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
SWMG, LLC 110.14%0.14%0.14%Q3 2022Q3 20221
External links

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