ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 31310.00%0.00%0.01%Q1 2016Q3 202331
JANE STREET GROUP, LLC 1310.00%0.01%0.03%Q2 2015Q3 202330
Janney Montgomery Scott LLC 28280.01%0.05%0.08%Q4 2016Q3 202328
UBS Group AG 1310.00%0.00%0.00%Q1 2016Q3 202325
Well Done, LLC 13120.06%0.34%1.51%Q1 2017Q3 202325
CWM, LLC 1780.00%0.01%0.15%Q2 2017Q3 202325
Versant Capital Management, Inc 24240.00%0.02%0.02%Q1 2018Q4 202324
MORGAN STANLEY 1860.00%0.00%0.00%Q2 2017Q3 202324
ENVESTNET ASSET MANAGEMENT INC 2130.01%0.08%0.14%Q1 2016Q3 202324
Cetera Advisor Networks LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
CAPITAL ADVISORS INC/OK 23230.02%0.17%0.44%Q1 2018Q3 202323
ROYAL BANK OF CANADA 23230.00%0.00%0.00%Q1 2018Q3 202323
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.19%0.33%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Citadel Advisors 610.00%0.00%0.00%Q3 2016Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.78%1.39%2.12%Q1 2019Q3 202319
LPL Financial LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
3D ASSET MANAGEMENT, INC 19193.26%6.24%8.50%Q1 2016Q3 202019
IFP Advisors, Inc 830.00%0.03%0.26%Q4 2017Q3 202319
Simplicity Solutions, LLC 910.01%0.11%0.37%Q2 2018Q3 202318
WELLS FARGO & COMPANY/MN 18180.00%0.00%0.00%Q2 2019Q3 202318
Chicago Partners Investment Group LLC 17170.03%0.04%0.09%Q4 2018Q4 202217
BlackRock Inc. 17170.00%0.00%0.00%Q3 2019Q3 202317
FMR LLC 1340.00%0.01%0.02%Q1 2019Q3 202317
ATLAS CAPITAL ADVISORS LLC 17170.20%0.80%1.45%Q3 2019Q3 202317
RAYMOND JAMES & ASSOCIATES 1160.00%0.00%0.01%Q4 2018Q3 202317
Kathmere Capital Management, LLC 16161.99%2.73%3.66%Q4 2019Q3 202316
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
CX Institutional 1510.00%0.06%0.14%Q2 2018Q2 202216
FIFTH THIRD BANCORP 16160.02%0.06%0.09%Q4 2019Q3 202316
Merriman Wealth Management, LLC 16160.05%1.31%2.85%Q4 2019Q3 202316
Stokes Family Office, LLC 16160.06%0.22%0.44%Q4 2019Q3 202316
Disciplined Investments, LLC 15150.02%0.03%0.05%Q4 2019Q2 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.01%0.01%0.01%Q1 2020Q3 202315
JPMORGAN CHASE & CO 1140.00%0.00%0.01%Q2 2018Q3 202315
Allworth Financial LP 15150.01%0.02%0.03%Q1 2020Q3 202315
AdvisorNet Financial, Inc 15150.00%0.05%0.14%Q1 2020Q3 202315
Armbruster Capital Management, Inc. 15152.82%3.90%4.47%Q1 2020Q3 202315
Retirement Group, LLC 1410.05%0.26%0.62%Q4 2019Q3 202315
Raymond James Financial Services Advisors, Inc. 870.00%0.01%0.04%Q1 2017Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
SCS Capital Management LLC 14140.20%0.63%1.55%Q2 2020Q3 202314
GOLDMAN SACHS GROUP INC 1210.00%0.00%0.00%Q1 2017Q3 202314
HighTower Advisors, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Advisory Services Network, LLC 1020.00%0.02%0.03%Q4 2019Q3 202314
Patriot Financial Group Insurance Agency, LLC 14140.01%0.05%0.09%Q2 2020Q3 202314
Brinker Capital Investments, LLC 13130.00%0.36%0.66%Q1 2017Q1 202013
Advisor Group, Inc. 13130.00%0.00%0.00%Q2 2016Q2 201913
COMMONWEALTH EQUITY SERVICES, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Sand Hill Global Advisors, LLC 13130.02%0.04%0.17%Q3 2020Q3 202313
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13130.00%0.38%0.54%Q3 2020Q3 202313
NORTHWEST INVESTMENT COUNSELORS, LLC 12120.02%0.05%0.09%Q4 2020Q3 202312
Prosperity Planning, Inc. 12121.94%2.13%2.31%Q4 2020Q3 202312
3D/L Capital Management, LLC 12120.02%4.71%7.04%Q4 2020Q3 202312
Tacita Capital Inc 12120.97%1.88%2.63%Q4 2020Q3 202312
Hemington Wealth Management 12120.45%0.60%0.73%Q4 2020Q3 202312
Equitable Holdings, Inc. 12120.01%0.02%0.04%Q4 2020Q3 202312
Red Wave Investments LLC 12120.56%0.65%0.72%Q4 2020Q3 202312
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q2 2017Q3 202312
COLLECTIVE FAMILY OFFICE LLC 12120.12%0.15%0.20%Q4 2020Q3 202312
Stonebridge Capital Advisors LLC 520.00%0.00%0.00%Q2 2019Q3 202311
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
Angeles Investment Advisors, LLC 11110.06%2.41%12.75%Q1 2021Q3 202311
Atria Investments, Inc 11110.01%0.12%0.15%Q1 2016Q3 201811
FIDUCIARY TRUST CO 1010.00%0.03%0.13%Q4 2019Q4 202211
TCG Advisory Services, LLC 11111.02%1.52%1.83%Q1 2021Q3 202311
Venturi Wealth Management, LLC 710.01%0.33%1.91%Q4 2019Q3 202311
Private Ocean, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Dorsey & Whitney Trust CO LLC 11110.03%0.04%0.05%Q1 2021Q3 202311
Parallel Advisors, LLC 11110.00%0.03%0.08%Q1 2021Q3 202311
Wealth Alliance 10100.05%0.31%0.53%Q2 2021Q3 202310
IRONWOOD WEALTH MANAGEMENT, INC. 10103.95%4.30%5.25%Q2 2021Q3 202310
Bison Wealth, LLC 10100.06%0.13%0.24%Q2 2021Q3 202310
Rockefeller Capital Management L.P. 10100.01%0.01%0.01%Q2 2021Q3 202310
WEALTHSOURCE PARTNERS, LLC 10100.18%0.96%1.59%Q2 2021Q3 202310
AMERIPRISE FINANCIAL INC 510.00%0.00%0.00%Q4 2020Q3 202310
One Wealth Advisors, LLC 10100.10%1.23%2.23%Q2 2021Q3 202310
RHS Financial, LLC 10100.31%0.51%0.75%Q2 2021Q3 202310
Robertson Stephens Wealth Management, LLC 10100.06%0.15%0.27%Q2 2021Q3 202310
THRIVENT FINANCIAL FOR LUTHERANS 10100.01%0.01%0.02%Q2 2021Q3 202310
Running Point Capital Advisors, LLC 730.00%0.02%0.04%Q1 2021Q3 202310
Foster Group, Inc. 10100.05%0.25%0.38%Q2 2021Q3 202310
Accel Wealth Management 10100.00%0.00%0.01%Q4 2020Q1 202310
Capital Investment Advisory Services, LLC 10100.01%0.01%0.01%Q2 2020Q3 202210
SIGNATUREFD, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Smithfield Trust Co 990.00%0.00%0.00%Q3 2021Q3 20239
Goodwin Investment Advisory 990.18%0.28%0.44%Q3 2021Q3 20239
CGN Advisors LLC 990.06%0.07%0.09%Q4 2021Q4 20239
FFT WEALTH MANAGEMENT LLC 992.74%4.57%6.58%Q3 2021Q3 20239
ZEKE CAPITAL ADVISORS, LLC 991.92%2.13%2.46%Q4 2020Q4 20229
MEEDER ASSET MANAGEMENT INC 810.00%0.00%0.01%Q4 2019Q3 20229
OLD MISSION CAPITAL LLC 410.01%0.16%0.49%Q4 2017Q3 20239
LEO BROKERAGE, LLC 420.55%0.73%1.06%Q4 2020Q2 20238
Intelligence Driven Advisers, LLC 880.17%0.90%2.09%Q4 2021Q3 20238
MML INVESTORS SERVICES, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Keebeck Wealth Management, LLC 880.11%0.58%1.20%Q4 2021Q3 20238
True Link Financial Advisors, LLC 880.06%0.22%0.55%Q4 2021Q3 20238
BUCKINGHAM STRATEGIC WEALTH, LLC 880.02%0.17%0.25%Q4 2021Q3 20238
UBS ASSET MANAGEMENT AMERICAS INC 880.00%0.00%0.00%Q3 2021Q2 20238
W ADVISORS, LLC 880.48%1.05%1.29%Q4 2021Q3 20238
Global Retirement Partners, LLC 710.01%0.01%0.02%Q3 2021Q3 20238
Bell Investment Advisors, Inc 620.36%0.44%0.65%Q3 2021Q3 20238
LGL PARTNERS, LLC 882.81%5.84%7.83%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.01%0.05%0.10%Q4 2021Q3 20238
Integrated Wealth Concepts LLC 880.01%0.18%0.30%Q4 2021Q3 20238
Cypress Wealth Services, LLC 880.24%0.61%0.89%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.00%0.06%0.30%Q4 2021Q3 20238
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.16%0.31%0.42%Q4 2021Q3 20238
TCWP LLC 770.20%0.50%0.75%Q1 2022Q3 20237
NATIONAL BANK OF CANADA /FI/ 770.00%0.00%0.00%Q1 2022Q3 20237
Rosenberg Matthew Hamilton 770.00%0.04%0.21%Q3 2021Q1 20237
NWAM LLC 770.02%0.06%0.10%Q1 2022Q3 20237
Creative Planning 770.00%0.00%0.00%Q1 2022Q3 20237
Qube Research & Technologies Ltd 520.00%0.00%0.01%Q2 2021Q2 20237
CAPTRUST FINANCIAL ADVISORS 430.00%0.00%0.01%Q4 2021Q3 20237
Stratos Wealth Advisors, LLC 770.02%0.04%0.05%Q1 2022Q3 20237
TRANSCEND CAPITAL ADVISORS, LLC 770.02%0.08%0.10%Q1 2022Q3 20237
Mayflower Financial Advisors, LLC 770.07%0.22%0.29%Q1 2022Q3 20237
CREATIVE FINANCIAL DESIGNS INC /ADV 770.00%0.00%0.00%Q1 2022Q3 20237
U.S. Capital Wealth Advisors, LLC 770.06%0.14%0.20%Q1 2022Q3 20237
Index Fund Advisors, Inc. 430.02%0.05%0.09%Q4 2021Q3 20237
Dentgroup LLC 610.29%0.66%1.00%Q1 2022Q4 20237
Avidian Wealth Solutions, LLC 770.03%0.03%0.04%Q1 2022Q3 20237
Jackson Creek Investment Advisors LLC 770.36%0.39%0.42%Q1 2022Q3 20237
B. Riley Wealth Advisors, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
Elgethun Capital Management 660.10%0.11%0.14%Q2 2022Q3 20236
Sowell Financial Services LLC 660.01%0.02%0.03%Q4 2019Q1 20216
CreativeOne Wealth, LLC 420.02%0.07%0.10%Q1 2022Q3 20236
CFS Investment Advisory Services, LLC 510.04%0.06%0.07%Q1 2022Q3 20236
Plancorp, LLC 660.19%0.45%0.53%Q2 2022Q3 20236
SENTINEL TRUST CO LBA 661.83%2.09%2.50%Q2 2021Q3 20226
55I, LLC 660.12%0.70%1.82%Q2 2021Q3 20226
Johnson Bixby & Associates, LLC 660.14%0.16%0.18%Q2 2022Q3 20236
STIFEL FINANCIAL CORP 510.00%0.00%0.01%Q1 2022Q3 20236
CSS LLC/IL 660.01%0.06%0.10%Q2 2022Q3 20236
FIRETHORN WEALTH PARTNERS, LLC 510.62%0.72%0.81%Q1 2022Q3 20236
BEACON FINANCIAL GROUP 510.06%0.06%0.07%Q1 2022Q3 20236
VANCE WEALTH, INC. 660.89%1.24%1.62%Q2 2022Q3 20236
High Falls Advisors, Inc 510.08%0.17%0.20%Q1 2022Q3 20236
ONE Advisory Partners, LLC 510.19%1.04%1.24%Q1 2022Q3 20236
My Legacy Advisors, LLC 660.14%0.31%0.37%Q2 2022Q3 20236
ANGELES WEALTH MANAGEMENT, LLC 660.00%0.18%0.67%Q1 2022Q2 20236
BRIGGS ADVISORY GROUP, INC. 660.25%0.40%0.48%Q2 2022Q3 20236
NEXT Financial Group, Inc 660.00%0.00%0.00%Q3 2020Q4 20216
JFS WEALTH ADVISORS, LLC 550.03%0.08%0.11%Q3 2021Q3 20225
CoreFirst Bank & Trust 550.05%1.23%2.31%Q3 2022Q3 20235
DROMS STRAUSS ADVISORS INC /MO/ /ADV 550.36%1.30%3.55%Q4 2018Q4 20195
Stokes & Hubbell Capital Management, LLC 550.73%1.24%1.53%Q1 2018Q1 20195
BRIGHTON JONES LLC 320.01%0.02%0.02%Q1 2022Q3 20235
Pinnacle Bancorp, Inc. 550.00%0.00%0.00%Q1 2021Q1 20225
SEI INVESTMENTS CO 410.00%0.00%0.00%Q3 2016Q2 20185
JNBA Financial Advisors 551.41%1.50%1.60%Q3 2022Q3 20235
REGIONS FINANCIAL CORP 550.00%0.00%0.00%Q1 2018Q1 20195
ShoreHaven Wealth Partners, LLC 552.66%2.82%3.04%Q3 2022Q3 20235
Renaissance Technologies 310.00%0.00%0.00%Q3 2021Q2 20235
Csenge Advisory Group 550.04%0.05%0.06%Q3 2022Q3 20235
XPONANCE, INC. 550.92%1.22%1.41%Q4 2018Q4 20195
Clark Capital Management Group, Inc. 410.01%0.01%0.02%Q3 2020Q1 20225
PERSONAL CFO SOLUTIONS, LLC 550.05%0.05%0.05%Q3 2022Q3 20235
McIlrath & Eck, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Kestra Advisory Services, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
CAPITAL PERFORMANCE ADVISORS LLP 550.20%0.22%0.23%Q3 2022Q3 20235
Hoxton Planning & Management, LLC 440.69%0.85%1.05%Q4 2022Q3 20234
Provident Wealth Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Valmark Advisers, Inc. 440.00%0.00%0.01%Q4 2022Q3 20234
ASSETMARK, INC 440.00%0.00%0.00%Q2 2019Q1 20204
Farther Finance Advisors, LLC 440.09%0.15%0.23%Q4 2022Q3 20234
PNC FINANCIAL SERVICES GROUP, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Concord Wealth Partners 310.00%0.00%0.01%Q2 2022Q2 20234
HBC Financial Services, PLLC 220.00%0.00%0.01%Q4 2021Q3 20234
Ackerman Capital Advisors, LLC 443.17%3.23%3.30%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Valeo Financial Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Strategic Blueprint, LLC 440.06%0.11%0.14%Q4 2022Q3 20234
RCS Financial Planning, LLC 440.19%0.21%0.25%Q4 2022Q3 20234
GeoWealth Management, LLC 440.02%0.02%0.03%Q1 2022Q4 20224
Colonial Trust Advisors 440.01%0.02%0.02%Q4 2022Q3 20234
Lauterbach Financial Advisors, LLC 440.20%0.22%0.24%Q4 2022Q3 20234
Keel Point, LLC 440.06%0.14%0.17%Q4 2022Q3 20234
Family Asset Management, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
PARK AVENUE SECURITIES LLC 210.01%0.02%0.05%Q4 2021Q3 20234
New Republic Capital, LLC 440.07%0.07%0.09%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Private Advisor Group, LLC 110.00%0.00%0.01%Q3 2019Q1 20234
G&S Capital LLC 220.37%0.55%0.83%Q4 2021Q3 20234
Stonehage Fleming Financial Services Holdings Ltd 310.02%0.04%0.06%Q3 2022Q3 20234
AXXCESS WEALTH MANAGEMENT, LLC 440.03%0.03%0.04%Q2 2022Q1 20234
Nicholas Hoffman & Company, LLC. 440.02%0.04%0.05%Q4 2022Q3 20234
HHM Wealth Advisors, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
Warren Street Wealth Advisors, LLC 440.32%0.33%0.35%Q4 2022Q3 20234
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Paradigm Financial Advisors, LLC 440.05%0.20%0.26%Q1 2021Q4 20214
SCHRODER INVESTMENT MANAGEMENT GROUP 440.00%0.00%0.00%Q4 2022Q3 20234
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
OneDigital Investment Advisors LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Sawyer & Company, Inc 330.00%0.00%0.00%Q4 2022Q2 20233
CITIGROUP INC 210.00%0.00%0.00%Q2 2021Q2 20223
Cape Investment Advisory, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
Merit Financial Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
HARBOUR INVESTMENTS, INC. 210.00%0.00%0.00%Q1 2021Q4 20223
Laurel Wealth Advisors, Inc. 210.04%0.05%0.06%Q1 2022Q4 20223
Steward Partners Investment Advisory, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
TCI Wealth Advisors, Inc. 210.00%0.00%0.00%Q2 2022Q1 20233
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Blackhawk Capital Partners LLC. 210.31%0.33%0.37%Q2 2021Q2 20223
AlphaCore Capital LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Spruce Investment Advisors LLC 334.12%4.53%4.81%Q2 2017Q4 20173
Baystate Wealth Management LLC 210.00%0.00%0.01%Q3 2022Q3 20233
Clayton Partners LLC 331.34%1.74%1.96%Q1 2023Q3 20233
PrairieView Partners, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
US BANCORP \DE\ 210.00%0.00%0.00%Q2 2019Q3 20233
SYM FINANCIAL Corp 330.16%0.44%1.00%Q4 2018Q2 20193
FourThought Financial, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
M&R CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q2 2022Q4 20223
Accurate Wealth Management, LLC 210.02%0.07%0.10%Q1 2022Q4 20223
Destiny Wealth Partners, LLC 330.04%0.05%0.06%Q1 2022Q3 20223
BANK OF MONTREAL /CAN/ 210.00%0.00%0.00%Q4 2022Q3 20233
Cerity Partners LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Mason & Associates Inc 331.42%2.39%3.00%Q1 2022Q3 20223
TKG Advisors, LLC 210.15%0.19%0.25%Q1 2022Q3 20233
Cresset Asset Management, LLC 210.00%0.00%0.00%Q4 2021Q3 20233
BLUESTEIN R H & CO LLC 330.01%0.01%0.02%Q1 2022Q3 20223
LGT Financial Advisors LLC 210.23%0.30%0.39%Q4 2022Q3 20233
FAS Wealth Partners, Inc. 220.00%0.00%0.00%Q4 2019Q1 20202
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Private Capital Group, LLC 110.01%0.01%0.01%Q3 2019Q4 20212
TRUIST FINANCIAL CORP 220.00%0.00%0.00%Q2 2023Q3 20232
WealthShield Partners, LLC 110.00%0.05%0.10%Q4 2021Q1 20232
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q2 2022Q3 20232
TOWNSQUARE CAPITAL LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Wealthspire Advisors, LLC 220.00%0.00%0.01%Q1 2022Q2 20222
Vestpro Financial Partners, Inc. dba CPF Texas 220.01%0.01%0.02%Q2 2018Q3 20182
Covenant Partners, LLC 220.34%1.57%2.80%Q4 2019Q1 20202
Security Financial Services, INC. 110.07%0.07%0.08%Q1 2022Q3 20222
HRT FINANCIAL LP 110.00%0.00%0.01%Q3 2022Q2 20232
Northland Capital Management LLC 223.74%4.06%4.38%Q1 2022Q2 20222
Covington Capital Management 220.00%0.00%0.00%Q2 2022Q3 20222
IEQ CAPITAL, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Sound Income Strategies, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Ten Capital Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
PITCAIRN CO 220.06%0.06%0.06%Q1 2018Q2 20182
UMB Bank, n.a. 220.01%0.01%0.01%Q1 2022Q2 20222
Affinity Capital Advisors, LLC 220.33%0.35%0.38%Q2 2023Q3 20232
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
MONETA GROUP INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Tower Research Capital LLC (TRC) 110.00%0.00%0.01%Q3 2016Q2 20222
NORTHERN TRUST CORP 220.00%0.00%0.00%Q3 2021Q4 20212
GLENMEDE TRUST CO NA 220.00%0.00%0.00%Q1 2023Q2 20232
Truvestments Capital LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Crabel Capital Management, LLC 110.08%0.08%0.09%Q1 2021Q2 20232
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
Johnson Financial Group, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
ANDERSON HOAGLAND & CO 220.21%0.22%0.23%Q1 2022Q2 20222
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Sequoia Financial Advisors, LLC 220.19%0.19%0.19%Q2 2023Q3 20232
Ameritas Investment Company, LLC 110.00%0.00%0.01%Q4 2018Q1 20212
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
MOTCO 110.00%0.00%0.00%Q2 2023Q2 20231
Kingsview Wealth Management, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Resurgent Financial Advisors LLC 110.02%0.02%0.02%Q4 2022Q4 20221
SeaCrest Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
KICKSTAND VENTURES, LLC. 110.95%0.95%0.95%Q3 2023Q3 20231
CENTRAL TRUST Co 110.00%0.00%0.00%Q3 2021Q3 20211
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Zullo Investment Group, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
QUEST CAPITAL MANAGEMENT INC /ADV 110.06%0.06%0.06%Q4 2021Q4 20211
HSBC HOLDINGS PLC 110.00%0.00%0.00%Q1 2022Q1 20221
Integer Wealth Advisors Group LLC 110.12%0.12%0.12%Q1 2021Q1 20211
OKABENA INVESTMENT SERVICES INC 110.00%0.00%0.00%Q4 2022Q4 20221
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
LJI Wealth Management, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Pallas Capital Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
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
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.69%0.69%0.69%Q4 2023Q4 20231
Mariner, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Global Wealth Strategies & Associates 110.00%0.00%0.00%Q4 2023Q4 20231
BALDWIN BROTHERS LLC/MA 110.00%0.00%0.00%Q2 2021Q2 20211
Claraphi Advisory Network, LLC 110.10%0.10%0.10%Q3 2021Q3 20211
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 110.10%0.10%0.10%Q3 2021Q3 20211
Cetera Investment Advisers 110.00%0.00%0.00%Q4 2022Q4 20221
Wealthcare Advisory Partners LLC 110.02%0.02%0.02%Q3 2022Q3 20221
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Baldrige Asset Management LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Relative Value Partners Group, LLC 110.73%0.73%0.73%Q3 2022Q3 20221
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SAXON INTERESTS, INC. 110.58%0.58%0.58%Q1 2023Q1 20231
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q3 2022Q3 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Addison Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SWMG, LLC 110.14%0.14%0.14%Q3 2022Q3 20221
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SCOTIA CAPITAL INC. 110.00%0.00%0.00%Q3 2018Q3 20181
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
TILIA FIDUCIARY PARTNERS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q3 2023Q3 20231
Beacon Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Conservest Capital Advisors, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Savant Capital, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Cornerstone Planning Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SOL Capital Management CO 110.06%0.06%0.06%Q2 2022Q2 20221
Arlington Financial Advisors, LLC 110.31%0.31%0.31%Q4 2018Q4 20181
Castleview Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
BOKF, NA 110.02%0.02%0.02%Q4 2022Q4 20221
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q3 2023Q3 20231
Financial Advocates Investment Management 110.02%0.02%0.02%Q4 2020Q4 20201
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
AVANTAX ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Synergy Asset Management, LLC 110.42%0.42%0.42%Q3 2023Q3 20231
Glass Jacobson Investment Advisors llc 110.00%0.00%0.00%Q3 2023Q3 20231
Blue Trust, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Peninsula Wealth, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Pinnacle Private Wealth, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
Park Place Capital Corp 110.01%0.01%0.01%Q4 2022Q4 20221
SG Americas Securities, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Horst & Graben Wealth Management LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Aspire Private Capital, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Strategic Wealth Partners, Ltd. 110.11%0.11%0.11%Q3 2022Q3 20221
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Cambridge Investment Research Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
TimeScale Financial, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
Intergy Private Wealth, LLC 110.30%0.30%0.30%Q4 2021Q4 20211
MGO ONE SEVEN LLC 110.19%0.19%0.19%Q1 2023Q1 20231
HOWE & RUSLING INC 110.01%0.01%0.01%Q3 2023Q3 20231
Claybrook Capital, LLC 110.39%0.39%0.39%Q4 2018Q4 20181
Level Financial Advisors 110.00%0.00%0.00%Q4 2021Q4 20211
Pacific Wealth Management 110.26%0.26%0.26%Q4 2022Q4 20221
Gradient Investments LLC 110.00%0.00%0.00%Q1 2022Q1 20221
FDx Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
Virtu KCG Holdings LLC 110.02%0.02%0.02%Q1 2016Q1 20161
External links

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