ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Mandatum Life Insurance Co Ltd 24240.04%0.13%0.45%Q4 2017Q3 202324
JANE STREET GROUP, LLC 810.00%0.01%0.05%Q2 2016Q3 202323
COMMONWEALTH EQUITY SERVICES, LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
UBS Group AG 1410.00%0.00%0.00%Q3 2017Q3 202318
CWM, LLC 1080.00%0.00%0.02%Q1 2019Q3 202318
BANK OF AMERICA CORP /DE/ 1710.00%0.00%0.00%Q1 2019Q3 202318
BlackRock Inc. 980.00%0.00%0.00%Q2 2017Q3 202317
FLOW TRADERS U.S. LLC 1240.02%0.23%0.93%Q2 2019Q2 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
WELLS FARGO & COMPANY/MN 870.00%0.00%0.00%Q4 2019Q3 202315
IFP Advisors, Inc 14140.00%0.01%0.01%Q2 2020Q3 202314
ROYAL BANK OF CANADA 14140.00%0.00%0.00%Q2 2020Q3 202314
Larson Financial Group LLC 12120.01%0.05%0.07%Q4 2020Q3 202312
ENVESTNET ASSET MANAGEMENT INC 1110.00%0.00%0.01%Q4 2019Q3 202312
AE Wealth Management LLC 12120.01%0.01%0.01%Q2 2020Q1 202312
Raymond James Financial Services Advisors, Inc. 12120.00%0.00%0.01%Q4 2020Q3 202312
Cetera Investment Advisers 12120.01%0.01%0.02%Q4 2020Q3 202312
LPL Financial LLC 1110.00%0.00%0.00%Q4 2019Q3 202312
Cambridge Investment Research Advisors, Inc. 11110.00%0.00%0.01%Q1 2021Q3 202311
MORGAN STANLEY 920.00%0.00%0.00%Q4 2020Q3 202311
SHEETS SMITH WEALTH MANAGEMENT 910.02%0.20%0.38%Q2 2020Q3 202311
NOTTINGHAM ADVISORS, INC. 11110.04%0.24%0.32%Q4 2020Q2 202311
Main Management LLC 10100.03%0.05%0.08%Q4 2020Q1 202310
HighTower Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
HUNTINGTON NATIONAL BANK 10100.00%0.00%0.00%Q2 2021Q3 202310
CREATIVE FINANCIAL DESIGNS INC /ADV 10100.00%0.00%0.00%Q1 2021Q2 202310
Kestra Advisory Services, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Community Bank, N.A. 990.00%0.00%0.00%Q4 2020Q4 20229
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 990.00%0.02%0.05%Q3 2021Q3 20239
Baker Avenue Asset Management, LP 990.01%0.02%0.03%Q3 2021Q3 20239
HARBOUR INVESTMENTS, INC. 630.00%0.05%0.06%Q2 2021Q3 20239
MML INVESTORS SERVICES, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
McKinley Carter Wealth Services, Inc. 880.04%0.04%0.05%Q4 2021Q3 20238
Walkner Condon Financial Advisors LLC 710.16%0.26%0.31%Q2 2021Q3 20238
One Capital Management, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
RAYMOND JAMES & ASSOCIATES 770.00%0.00%0.00%Q1 2021Q3 20227
Topel & Distasi Wealth Management, LLC 770.13%0.18%0.24%Q1 2022Q3 20237
FMR LLC 610.00%0.00%0.00%Q4 2021Q3 20237
GM Advisory Group, LLC 770.07%0.10%0.14%Q2 2020Q4 20217
Steward Partners Investment Advisory, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
HERITAGE WEALTH MANAGEMENT, LLC 430.36%0.52%0.74%Q1 2021Q4 20227
Ameritas Investment Partners, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
VERUS CAPITAL PARTNERS, LLC 770.10%0.28%0.36%Q1 2022Q3 20237
Horizons Wealth Management 770.04%0.06%0.10%Q2 2022Q4 20237
Citadel Advisors 420.00%0.00%0.00%Q3 2019Q2 20226
High Note Wealth, LLC 660.07%0.26%0.35%Q4 2020Q1 20226
BANK OF MONTREAL /CAN/ 510.00%0.00%0.00%Q1 2020Q3 20236
SigFig Wealth Management, LLC 660.02%0.12%0.18%Q2 2022Q3 20236
NEXT Financial Group, Inc 660.00%0.00%0.00%Q3 2020Q4 20216
Atria Wealth Solutions, Inc. 510.01%0.01%0.02%Q1 2022Q3 20236
Private Capital Group, LLC 660.04%0.06%0.12%Q1 2021Q2 20226
TRUIST FINANCIAL CORP 660.00%0.00%0.00%Q2 2020Q3 20216
CENTAURUS FINANCIAL, INC. 660.06%0.07%0.08%Q1 2021Q2 20226
Armor Investment Advisors, LLC 550.01%0.03%0.05%Q3 2022Q3 20235
GOLDMAN SACHS GROUP INC 550.00%0.00%0.00%Q2 2021Q2 20225
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q2 2021Q2 20225
Mascoma Wealth Management LLC 550.01%0.01%0.01%Q1 2022Q1 20235
Financial Network Wealth Management LLC 551.30%1.48%1.62%Q3 2022Q3 20235
HARVEST GROUP WEALTH MANAGEMENT, LLC 550.32%0.38%0.40%Q1 2022Q1 20235
Congress Wealth Management LLC / DE / 550.01%0.01%0.01%Q3 2022Q3 20235
RETIREMENT CAPITAL STRATEGIES 210.16%0.34%0.79%Q3 2020Q2 20225
MACKENZIE FINANCIAL CORP 440.00%0.00%0.00%Q4 2021Q3 20224
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Orion Portfolio Solutions, LLC 220.00%0.01%0.01%Q1 2020Q1 20214
Milestone Investment Advisors LLC 440.04%0.06%0.07%Q4 2022Q3 20234
DT Investment Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Curtis Advisory Group, LLC 440.08%0.12%0.15%Q4 2022Q3 20234
Equitable Holdings, Inc. 330.00%0.00%0.01%Q1 2022Q3 20223
Charter Oak Capital Management, LLC 330.00%0.00%0.01%Q4 2021Q2 20223
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Financial Connections Group, Inc. 330.04%0.05%0.08%Q1 2023Q3 20233
Carroll Financial Associates, Inc. 330.01%0.01%0.01%Q2 2021Q4 20213
Column Capital Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Simplicity Solutions, LLC 330.01%0.01%0.01%Q2 2020Q4 20203
Lido Advisors, LLC 330.00%0.00%0.01%Q3 2022Q1 20233
ASSETMARK, INC 330.00%0.00%0.00%Q1 2023Q3 20233
Prentice Wealth Management LLC 330.03%0.09%0.13%Q1 2021Q3 20213
WCG Wealth Advisors LLC 220.02%0.03%0.03%Q2 2022Q3 20222
Tower Research Capital LLC (TRC) 220.00%0.00%0.00%Q2 2022Q3 20222
WHITTIER TRUST CO OF NEVADA INC 220.01%0.01%0.01%Q4 2021Q1 20222
Live Oak Investment Partners 220.00%0.00%0.00%Q4 2022Q1 20232
WHITTIER TRUST CO 220.02%0.02%0.02%Q4 2021Q1 20222
CITIGROUP INC 220.00%0.00%0.00%Q1 2021Q2 20212
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Dana Investment Advisors, Inc. 220.02%0.02%0.02%Q1 2021Q2 20212
ICA Group Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q2 20232
First Allied Advisory Services, Inc. 220.01%0.01%0.01%Q2 2020Q3 20202
Avior Wealth Management, LLC 220.08%0.09%0.10%Q3 2019Q4 20192
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
PRUDENTIAL FINANCIAL INC 110.00%0.00%0.00%Q1 2022Q1 20221
AdvisorNet Financial, Inc 110.00%0.00%0.00%Q1 2022Q1 20221
PARK AVENUE SECURITIES LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Clearstead Advisors, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Advisor Group, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Diversified Trust Co 110.02%0.02%0.02%Q1 2022Q1 20221
Allworth Financial LP 110.00%0.00%0.00%Q3 2023Q3 20231
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2023Q3 20231
Summit Wealth Group, LLC 110.07%0.07%0.07%Q1 2023Q1 20231
Clearview Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q2 2022Q2 20221
Dynamic Advisor Solutions LLC 110.02%0.02%0.02%Q4 2020Q4 20201
WEALTHSOURCE PARTNERS, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
BRAVE ASSET MANAGEMENT INC 110.18%0.18%0.18%Q1 2019Q1 20191
Ellis Investment Partners, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
US BANCORP \DE\ 110.00%0.00%0.00%Q3 2022Q3 20221
Argent Wealth Management LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
QCM Cayman, Ltd. 110.07%0.07%0.07%Q1 2017Q1 20171
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
One Wealth Advisors, LLC 110.23%0.23%0.23%Q1 2022Q1 20221
Van Hulzen Asset Management, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Astoria Portfolio Advisors LLC. 110.24%0.24%0.24%Q3 2022Q3 20221
Colorado Capital Management, Inc. 110.44%0.44%0.44%Q3 2023Q3 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.81%0.81%0.81%Q1 2019Q1 20191
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q1 2022Q1 20221
55I, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.01%0.01%0.01%Q1 2022Q1 20221
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Perella Weinberg Partners Capital Management LP 110.38%0.38%0.38%Q3 2022Q3 20221
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
External links

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