ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 28280.00%0.00%0.00%Q4 2016Q3 202328
ROYAL BANK OF CANADA 28280.00%0.00%0.00%Q4 2016Q3 202328
Destination Wealth Management 26260.03%0.69%0.94%Q2 2017Q3 202326
JANE STREET GROUP, LLC 1240.00%0.00%0.01%Q4 2016Q3 202326
LPL Financial LLC 26260.00%0.00%0.01%Q2 2017Q3 202326
Global Retirement Partners, LLC 1770.00%0.00%0.01%Q3 2017Q3 202324
CITIGROUP INC 23230.00%0.00%0.00%Q1 2018Q3 202323
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
ENVESTNET ASSET MANAGEMENT INC 21210.00%0.01%0.01%Q3 2018Q3 202321
MORGAN STANLEY 20200.00%0.00%0.00%Q4 2018Q3 202320
Archer Investment Corp 1090.01%0.01%0.01%Q4 2018Q3 202319
D.A. DAVIDSON & CO. 19190.07%0.11%0.19%Q3 2017Q1 202219
DAVIDSON INVESTMENT ADVISORS 19190.02%0.05%0.08%Q3 2017Q1 202219
WealthShield Partners, LLC 920.00%0.18%0.75%Q2 2018Q3 202318
Baird Financial Group, Inc. 18180.00%0.00%0.01%Q2 2019Q3 202318
BLAIR WILLIAM & CO/IL 18180.00%0.00%0.00%Q2 2019Q3 202318
Stratos Wealth Partners, LTD. 1620.01%0.02%0.04%Q1 2019Q3 202318
WELLS FARGO & COMPANY/MN 1030.00%0.00%0.00%Q1 2019Q3 202317
Citadel Advisors 510.00%0.00%0.00%Q2 2017Q1 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Advisory Services Network, LLC 820.00%0.00%0.01%Q2 2018Q1 202314
UBS Group AG 610.00%0.00%0.00%Q4 2017Q3 202314
Mine & Arao Wealth Creation & Management, LLC. 13130.00%0.00%0.00%Q3 2020Q3 202313
Kopp Family Office, LLC 13130.02%0.02%0.03%Q3 2020Q3 202313
LADENBURG THALMANN FINANCIAL SERVICES INC. 13130.00%0.00%0.00%Q4 2016Q4 201913
J.W. COLE ADVISORS, INC. 810.02%0.05%0.13%Q4 2019Q3 202313
Private Capital Group, LLC 1120.00%0.01%0.01%Q4 2018Q1 202213
Geneos Wealth Management Inc. 12120.00%0.00%0.01%Q4 2020Q3 202312
Raymond James Financial Services Advisors, Inc. 12120.00%0.01%0.01%Q1 2019Q4 202112
Advisor Group, Inc. 12120.00%0.00%0.01%Q1 2017Q4 201912
Cardinal Strategic Wealth Guidance 12120.02%4.18%9.76%Q4 2019Q3 202212
Rice Partnership, LLC 11110.04%0.06%0.08%Q1 2021Q3 202311
JPMORGAN CHASE & CO 910.00%0.00%0.00%Q2 2020Q3 202311
Private Advisor Group, LLC 11110.00%0.00%0.01%Q3 2019Q1 202211
PNC FINANCIAL SERVICES GROUP, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
Demars Financial Group, LLC 10102.14%6.87%13.72%Q4 2019Q1 202210
Cambridge Investment Research Advisors, Inc. 10100.00%0.00%0.01%Q2 2021Q3 202310
UNITED CAPITAL FINANCIAL ADVISORS, LLC 10100.00%0.00%0.00%Q3 2019Q4 202110
RFG Advisory, LLC 410.01%0.03%0.06%Q3 2020Q3 20238
Cetera Investment Advisers 880.01%0.01%0.01%Q4 2020Q3 20228
Lee Financial Group Hawaii, Inc. 880.68%0.97%1.31%Q2 2021Q1 20238
JGP Wealth Management, LLC 880.04%0.05%0.05%Q4 2021Q3 20238
Columbus Macro, LLC 880.11%0.32%0.40%Q4 2020Q3 20228
CGN Advisors LLC 610.06%2.14%4.39%Q1 2022Q4 20237
OLD MISSION CAPITAL LLC 210.01%0.02%0.06%Q1 2021Q3 20237
Mariner, LLC 770.00%0.07%0.12%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.02%0.02%0.03%Q4 2021Q3 20237
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 660.07%0.21%0.40%Q2 2022Q3 20236
PHILLIPS FINANCIAL MANAGEMENT, LLC 660.21%0.27%0.39%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
Integrated Wealth Concepts LLC 660.02%0.03%0.04%Q2 2020Q3 20216
HARBOUR INVESTMENTS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
QUADRANT CAPITAL GROUP LLC 440.00%0.00%0.00%Q4 2021Q3 20224
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q1 2020Q4 20214
Golden State Wealth Management, LLC 310.00%0.00%0.01%Q1 2019Q1 20204
Kathmere Capital Management, LLC 220.00%0.48%1.24%Q4 2019Q4 20204
Realta Investment Advisors 440.00%0.00%0.00%Q1 2019Q4 20194
Asset Dedication, LLC 440.00%0.00%0.00%Q2 2019Q1 20204
MML INVESTORS SERVICES, LLC 220.00%0.00%0.00%Q2 2022Q3 20234
COMMONWEALTH EQUITY SERVICES, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
AE Wealth Management LLC 440.00%0.02%0.02%Q3 2021Q2 20224
FinTrust Capital Advisors, LLC 442.76%3.29%4.82%Q4 2022Q3 20234
BENJAMIN F. EDWARDS & COMPANY, INC. 330.00%0.00%0.00%Q4 2017Q2 20183
NWAM LLC 330.02%0.02%0.03%Q1 2021Q3 20213
SIGNATUREFD, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BlackRock Inc. 330.00%0.01%0.03%Q4 2016Q2 20173
Cyndeo Wealth Partners, LLC 330.02%0.04%0.05%Q1 2023Q3 20233
55I, LLC 330.20%0.28%0.40%Q1 2021Q3 20213
Robertson Stephens Wealth Management, LLC 330.17%0.21%0.28%Q1 2021Q3 20213
True Link Financial Advisors, LLC 330.00%0.01%0.01%Q4 2020Q2 20213
HighTower Advisors, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
FLOW TRADERS U.S. LLC 220.00%0.01%0.01%Q1 2021Q2 20212
Cornerstone Wealth Management, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
FIRETHORN WEALTH PARTNERS, LLC 220.56%0.60%0.63%Q1 2021Q2 20212
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
Baldrige Asset Management LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Virtu Financial LLC 220.02%0.04%0.06%Q3 2017Q4 20172
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
HL FINANCIAL SERVICES LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Koshinski Asset Management, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
Firestone Capital Management 110.05%0.05%0.05%Q4 2019Q4 20191
Farmers National Bank 110.00%0.00%0.00%Q4 2017Q4 20171
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q3 2022Q3 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
CWM, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q3 2023Q3 20231
Divergent Wealth Advisors 110.22%0.22%0.22%Q4 2018Q4 20181
Birchcreek Wealth Management, LLC 110.16%0.16%0.16%Q4 2020Q4 20201
Cetera Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2020Q3 20201
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
PFG Advisors 110.54%0.54%0.54%Q3 2023Q3 20231
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
IHT Wealth Management, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Ausdal Financial Partners, Inc. 110.04%0.04%0.04%Q2 2022Q2 20221
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q2 2020Q2 20201
Donald L. Hagan, LLC 111.11%1.11%1.11%Q4 2019Q4 20191
ASSETMARK, INC 110.00%0.00%0.00%Q4 2019Q4 20191
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
WealthPLAN Partners, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q4 2020Q4 20201
External links

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