Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
ROYAL BANK OF CANADA | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Destination Wealth Management | 26 | 26 | 0.03% | 0.69% | 0.94% | Q2 2017 | Q3 2023 | 26 |
JANE STREET GROUP, LLC | 12 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 26 |
LPL Financial LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Global Retirement Partners, LLC | 17 | 7 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
CITIGROUP INC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
MORGAN STANLEY | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 10 | 9 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 19 |
D.A. DAVIDSON & CO. | 19 | 19 | 0.07% | 0.11% | 0.19% | Q3 2017 | Q1 2022 | 19 |
DAVIDSON INVESTMENT ADVISORS | 19 | 19 | 0.02% | 0.05% | 0.08% | Q3 2017 | Q1 2022 | 19 |
WealthShield Partners, LLC | 9 | 2 | 0.00% | 0.18% | 0.75% | Q2 2018 | Q3 2023 | 18 |
Baird Financial Group, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
BLAIR WILLIAM & CO/IL | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Stratos Wealth Partners, LTD. | 16 | 2 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 18 |
WELLS FARGO & COMPANY/MN | 10 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Advisory Services Network, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 14 |
UBS Group AG | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 14 |
Mine & Arao Wealth Creation & Management, LLC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Kopp Family Office, LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.05% | 0.13% | Q4 2019 | Q3 2023 | 13 |
Private Capital Group, LLC | 11 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2022 | 13 |
Geneos Wealth Management Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Raymond James Financial Services Advisors, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 12 |
Advisor Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2019 | 12 |
Cardinal Strategic Wealth Guidance | 12 | 12 | 0.02% | 4.18% | 9.76% | Q4 2019 | Q3 2022 | 12 |
Rice Partnership, LLC | 11 | 11 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
JPMORGAN CHASE & CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Private Advisor Group, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2022 | 11 |
PNC FINANCIAL SERVICES GROUP, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Demars Financial Group, LLC | 10 | 10 | 2.14% | 6.87% | 13.72% | Q4 2019 | Q1 2022 | 10 |
Cambridge Investment Research Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
RFG Advisory, LLC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 8 |
Cetera Investment Advisers | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Lee Financial Group Hawaii, Inc. | 8 | 8 | 0.68% | 0.97% | 1.31% | Q2 2021 | Q1 2023 | 8 |
JGP Wealth Management, LLC | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Columbus Macro, LLC | 8 | 8 | 0.11% | 0.32% | 0.40% | Q4 2020 | Q3 2022 | 8 |
CGN Advisors LLC | 6 | 1 | 0.06% | 2.14% | 4.39% | Q1 2022 | Q4 2023 | 7 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 7 |
Mariner, LLC | 7 | 7 | 0.00% | 0.07% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 6 | 6 | 0.07% | 0.21% | 0.40% | Q2 2022 | Q3 2023 | 6 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 6 | 6 | 0.21% | 0.27% | 0.39% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2021 | 6 |
HARBOUR INVESTMENTS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
QUADRANT CAPITAL GROUP LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.48% | 1.24% | Q4 2019 | Q4 2020 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Asset Dedication, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AE Wealth Management LLC | 4 | 4 | 0.00% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
FinTrust Capital Advisors, LLC | 4 | 4 | 2.76% | 3.29% | 4.82% | Q4 2022 | Q3 2023 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
NWAM LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 3 |
SIGNATUREFD, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BlackRock Inc. | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2017 | 3 |
Cyndeo Wealth Partners, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
55I, LLC | 3 | 3 | 0.20% | 0.28% | 0.40% | Q1 2021 | Q3 2021 | 3 |
Robertson Stephens Wealth Management, LLC | 3 | 3 | 0.17% | 0.21% | 0.28% | Q1 2021 | Q3 2021 | 3 |
True Link Financial Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
HighTower Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
FIRETHORN WEALTH PARTNERS, LLC | 2 | 2 | 0.56% | 0.60% | 0.63% | Q1 2021 | Q2 2021 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
Baldrige Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Virtu Financial LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q4 2017 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Firestone Capital Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Farmers National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2018 | Q4 2018 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PFG Advisors | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Donald L. Hagan, LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2019 | Q4 2019 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.