ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BlackRock Inc. 32320.00%0.03%0.22%Q4 2015Q3 202332
ROYAL BANK OF CANADA 32320.00%0.00%0.01%Q4 2015Q3 202332
LPL Financial LLC 31310.00%0.01%0.02%Q1 2016Q3 202331
UBS Group AG 31310.00%0.00%0.01%Q1 2016Q3 202331
PHILLIPS FINANCIAL MANAGEMENT, LLC 30300.27%2.02%3.21%Q2 2016Q3 202330
BANK OF AMERICA CORP /DE/ 30300.00%0.00%0.01%Q2 2016Q3 202330
IFP Advisors, Inc 1710.00%0.01%0.04%Q1 2016Q3 202329
AMERIPRISE FINANCIAL INC 28280.00%0.01%0.03%Q4 2016Q3 202328
Cetera Investment Advisers 28280.01%0.06%0.19%Q4 2016Q3 202328
PNC FINANCIAL SERVICES GROUP, INC. 14130.00%0.00%0.00%Q4 2016Q3 202327
MORGAN STANLEY 27270.00%0.00%0.00%Q1 2017Q3 202327
Cambridge Investment Research Advisors, Inc. 27270.00%0.02%0.03%Q1 2017Q3 202327
ASSETMARK, INC 26260.00%0.01%0.04%Q2 2017Q3 202326
Geneos Wealth Management Inc. 2240.00%0.03%0.81%Q1 2017Q3 202326
Sigma Planning Corp 26260.02%0.04%0.06%Q4 2016Q1 202326
Private Advisor Group, LLC 1730.00%0.01%0.02%Q1 2017Q3 202326
APPLETON PARTNERS INC/MA 25250.14%0.46%0.57%Q4 2017Q4 202325
MML INVESTORS SERVICES, LLC 25250.00%0.03%0.07%Q3 2017Q3 202325
Vivaldi Capital Management LP 2410.00%0.20%1.91%Q1 2017Q2 202325
SUMMIT FINANCIAL GROUP, INC. 1870.09%0.18%0.34%Q2 2017Q3 202325
AdvisorNet Financial, Inc 24240.01%0.78%1.55%Q4 2017Q3 202324
Boston Standard Wealth Management, LLC 2226.40%7.34%9.01%Q4 2017Q4 202324
BANK OF MONTREAL /CAN/ 1520.00%0.00%0.01%Q1 2017Q3 202324
Prime Capital Investment Advisors, LLC 24240.31%1.10%2.92%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.04%0.14%Q4 2017Q3 202324
Global Retirement Partners, LLC 1770.00%0.03%0.09%Q3 2017Q3 202324
Advisory Services Network, LLC 1110.00%0.05%0.21%Q3 2016Q3 202323
Freedom Investment Management, Inc. 23230.23%0.63%1.07%Q1 2018Q3 202323
HighTower Advisors, LLC 2120.00%0.01%0.03%Q4 2017Q3 202323
Divergent Wealth Advisors 23230.20%2.81%4.73%Q4 2017Q2 202323
Continuum Advisory, LLC 23230.44%0.98%1.64%Q1 2018Q3 202323
Mirae Asset Global Investments Co., Ltd. 2030.01%0.11%0.21%Q3 2017Q3 202323
Pure Financial Advisors, LLC 2210.18%3.75%38.38%Q1 2018Q4 202323
WELLS FARGO & COMPANY/MN 2020.00%0.00%0.00%Q4 2017Q3 202322
OARSMAN CAPITAL, INC. 22220.14%1.32%2.68%Q4 2017Q1 202322
Charles Schwab Investment Advisory, Inc. 22220.00%0.04%0.10%Q2 2018Q3 202322
Snowden Capital Advisors LLC 1380.02%0.05%0.11%Q2 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
Raymond James Financial Services Advisors, Inc. 21210.00%0.01%0.03%Q3 2018Q3 202321
Occidental Asset Management, LLC 21210.44%0.99%2.06%Q3 2018Q3 202321
CreativeOne Wealth, LLC 21210.03%0.51%1.65%Q3 2018Q3 202321
Red Cedar Capital, LLC 21210.04%0.05%0.07%Q4 2017Q4 202221
ENVESTNET ASSET MANAGEMENT INC 21210.00%0.03%0.04%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.16%0.29%0.44%Q3 2018Q3 202321
NYL Investors LLC 20200.58%4.29%8.55%Q4 2018Q3 202320
JANE STREET GROUP, LLC 710.00%0.01%0.03%Q4 2015Q3 202320
OneDigital Investment Advisors LLC 20200.00%0.15%0.42%Q4 2018Q3 202320
Stratos Wealth Partners, LTD. 1710.00%0.02%0.03%Q4 2017Q3 202320
Archer Investment Corp 20200.01%0.01%0.01%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.02%1.28%6.53%Q1 2018Q3 202320
Dynamic Advisor Solutions LLC 20200.04%0.14%0.36%Q4 2018Q3 202320
SECURIAN ASSET MANAGEMENT, INC 20200.10%0.12%0.16%Q4 2018Q3 202320
UNITED CAPITAL FINANCIAL ADVISORS, LLC 20200.01%0.11%0.20%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.03%0.12%0.77%Q4 2018Q3 202320
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20200.00%0.00%0.00%Q4 2018Q3 202320
Kingsview Wealth Management, LLC 1460.02%0.09%0.18%Q3 2018Q3 202320
Larson Financial Group LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
JPMORGAN CHASE & CO 20200.00%0.00%0.03%Q4 2018Q3 202320
Allen Capital Group, LLC 1630.05%0.34%0.52%Q4 2018Q3 202319
LexAurum Advisors, LLC 19190.12%0.30%0.55%Q1 2019Q3 202319
GOLDMAN SACHS GROUP INC 1810.00%0.00%0.00%Q3 2017Q3 202319
SAGE RHINO CAPITAL LLC 19190.39%0.61%0.90%Q1 2019Q3 202319
Parallel Advisors, LLC 1720.00%0.00%0.01%Q1 2017Q3 202319
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
Traynor Capital Management, Inc. 19190.03%0.07%0.15%Q1 2019Q3 202319
JGP Wealth Management, LLC 19190.08%0.20%0.27%Q1 2019Q3 202319
SCOTIA CAPITAL INC. 19190.00%0.00%0.01%Q1 2019Q3 202319
Cranbrook Wealth Management, LLC 1620.00%0.00%0.00%Q3 2018Q3 202318
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 18180.08%0.24%0.41%Q2 2019Q3 202318
Patriot Financial Group Insurance Agency, LLC 1620.00%0.00%0.01%Q4 2017Q2 202218
Allworth Financial LP 18180.03%2.01%5.21%Q2 2019Q3 202318
Quad-Cities Investment Group, LLC 1710.01%0.33%0.67%Q2 2018Q3 202318
Regal Wealth Group, Inc. 18180.02%0.14%1.05%Q4 2016Q1 202118
Citadel Advisors 410.00%0.00%0.01%Q3 2016Q3 202318
ARGI Investment Services, LLC 18180.08%0.18%0.25%Q3 2018Q4 202218
Rehmann Capital Advisory Group 1110.01%0.04%0.12%Q1 2018Q3 202318
Cetera Advisor Networks LLC 18180.00%0.05%0.18%Q2 2019Q3 202318
Kovitz Investment Group Partners, LLC 1350.01%0.02%0.04%Q4 2018Q2 202318
AE Wealth Management LLC 18180.02%0.04%0.10%Q2 2019Q3 202318
Friedenthal Financial 18181.43%2.52%3.50%Q2 2019Q3 202318
Savant Capital, LLC 18180.14%0.33%0.79%Q2 2019Q3 202318
Burt Wealth Advisors 1070.00%0.39%1.80%Q2 2019Q3 202317
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1160.02%0.05%0.12%Q2 2019Q3 202317
Certified Advisory Corp 1160.93%5.44%7.43%Q1 2019Q3 202317
Clarus Wealth Advisors 17170.20%0.27%0.38%Q2 2019Q2 202317
CWM, LLC 1030.00%0.00%0.00%Q1 2019Q3 202317
LEAVELL INVESTMENT MANAGEMENT, INC. 17170.02%0.08%0.12%Q3 2019Q3 202317
GeoWealth Management, LLC 1070.28%0.72%1.45%Q2 2019Q3 202317
ARKANSAS FINANCIAL GROUP, INC. 17170.50%1.52%2.42%Q3 2019Q3 202317
DEUTSCHE BANK AG\ 1150.00%0.00%0.00%Q4 2018Q3 202316
Midwest Professional Planners, LTD. 1030.11%0.29%0.44%Q4 2017Q3 202316
MBE Wealth Management, LLC 16160.27%1.90%4.93%Q4 2019Q3 202316
First Ascent Asset Management, LLC 16162.12%3.08%4.17%Q4 2019Q3 202316
PAX Financial Group, LLC 16160.62%0.79%1.14%Q4 2019Q3 202316
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16160.08%0.21%0.50%Q4 2019Q3 202316
ARCADIA INVESTMENT MANAGEMENT CORP/MI 16160.01%0.01%0.01%Q2 2017Q1 202116
9258 Wealth Management, LLC 16160.07%0.31%0.61%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
CREATIVE FINANCIAL DESIGNS INC /ADV 16160.02%0.05%0.14%Q4 2019Q3 202316
Stewardship Advisors, LLC 16161.78%4.02%6.51%Q4 2019Q3 202316
GARRISON POINT ADVISORS, LLC 16160.21%0.31%0.45%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.01%Q4 2019Q3 202316
Matson Money. Inc. 161614.98%16.70%20.53%Q4 2019Q3 202316
McNaughton Wealth Management, LLC 16161.60%1.85%1.98%Q4 2019Q3 202316
DOHJ, LLC 16162.83%4.15%6.30%Q4 2019Q3 202316
PRUDENT INVESTORS NETWORK, INC. 16166.21%8.02%13.44%Q4 2019Q3 202316
Full Sail Capital, LLC 16160.02%0.21%0.56%Q4 2019Q3 202316
OGOREK ANTHONY JOSEPH /NY/ /ADV 16160.02%0.06%0.20%Q2 2019Q1 202316
Ancora Advisors LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
MGO ONE SEVEN LLC 1050.06%0.18%1.03%Q3 2019Q3 202315
DROMS STRAUSS ADVISORS INC /MO/ /ADV 1410.10%0.23%0.72%Q4 2019Q3 202315
PrairieView Partners, LLC 15150.00%0.08%0.36%Q1 2020Q3 202315
Front Row Advisors LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Retirement Group, LLC 1410.00%0.15%0.74%Q4 2019Q3 202315
CAHABA WEALTH MANAGEMENT, INC. 15150.09%0.92%2.60%Q1 2020Q3 202315
Bigelow Investment Advisors, LLC 15150.15%0.28%0.48%Q1 2020Q3 202315
FAS Wealth Partners, Inc. 15150.01%0.19%0.38%Q1 2019Q3 202215
Trinity Wealth Management, LLC 1234.71%7.06%12.79%Q4 2019Q3 202315
AVANTAX ADVISORY SERVICES, INC. 15150.01%0.02%0.03%Q1 2020Q3 202315
Valmark Advisers, Inc. 15150.02%0.02%0.03%Q1 2020Q3 202315
Advisory Alpha, LLC 1140.02%0.19%0.85%Q4 2017Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.04%0.07%Q1 2020Q3 202315
BOK Financial Private Wealth, Inc. 960.00%0.02%0.08%Q4 2019Q3 202315
Insight Wealth Partners, LLC 15150.05%0.87%3.45%Q4 2019Q2 202315
Advisor Group, Inc. 15150.00%0.01%0.03%Q2 2016Q4 201915
CX Institutional 1410.00%0.04%0.08%Q2 2018Q2 202215
Apollon Wealth Management, LLC 1410.02%1.11%5.05%Q4 2018Q3 202315
LADENBURG THALMANN FINANCIAL SERVICES INC. 15150.00%0.03%0.09%Q2 2016Q4 201915
N.E.W. Advisory Services LLC 1414.62%5.82%6.86%Q4 2019Q3 202315
Disciplined Investments, LLC 15150.00%0.00%0.01%Q4 2019Q2 202315
Betterment LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
THRIVENT FINANCIAL FOR LUTHERANS 1050.00%0.01%0.04%Q3 2019Q3 202315
Wealth Advisory Solutions, LLC 860.00%0.28%0.62%Q4 2019Q2 202314
Cedar Wealth Management, LLC 14140.00%0.25%0.36%Q3 2018Q4 202114
Perigon Wealth Management, LLC 1310.01%0.04%0.10%Q3 2011Q3 202314
VICUS CAPITAL 14140.02%0.53%0.91%Q3 2018Q4 202114
Brio Consultants, LLC 14140.05%0.97%2.34%Q2 2020Q3 202314
Mutual Advisors, LLC 1310.01%0.05%0.10%Q4 2019Q2 202314
Creative Planning 1310.00%0.00%0.00%Q3 2019Q3 202314
NewSquare Capital LLC 14140.00%0.01%0.02%Q1 2019Q2 202214
TRUE Private Wealth Advisors 14140.02%1.27%2.41%Q3 2017Q4 202014
Sowell Financial Services LLC 1010.02%0.06%0.15%Q1 2019Q3 202314
Regal Investment Advisors LLC 710.06%0.52%1.12%Q2 2018Q2 202214
55I, LLC 13130.01%0.09%0.27%Q1 2019Q1 202213
MIRSKY FINANCIAL MANAGEMENT CORP. 13132.06%2.51%2.98%Q4 2018Q4 202113
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13130.02%0.12%0.32%Q2 2018Q2 202113
Blueprint Investment Partners LLC 13130.39%2.50%7.31%Q4 2019Q4 202213
Tarbox Family Office, Inc. 13130.02%0.04%0.07%Q3 2020Q3 202313
J.W. COLE ADVISORS, INC. 810.04%0.09%0.18%Q4 2019Q3 202313
B. Riley Wealth Advisors, Inc. 1210.01%0.19%0.47%Q2 2019Q2 202313
Advisors Asset Management, Inc. 13130.00%0.00%0.01%Q1 2019Q1 202213
Gradient Investments LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Qube Research & Technologies Ltd 1110.00%0.14%0.48%Q4 2019Q2 202313
Hexagon Capital Partners LLC 13130.08%0.10%0.14%Q3 2020Q3 202313
STATE STREET CORP 940.00%0.00%0.00%Q4 2019Q1 202313
Shilanski & Associates, Inc. 13130.28%1.20%1.96%Q2 2019Q2 202213
Baird Financial Group, Inc. 13130.00%0.00%0.00%Q2 2019Q2 202213
CGN Advisors LLC 13130.21%0.71%1.49%Q4 2020Q4 202313
Kopp Family Office, LLC 13130.02%0.02%0.03%Q3 2020Q3 202313
EXENCIAL WEALTH ADVISORS, LLC 840.04%0.15%0.38%Q3 2020Q3 202312
Sunbelt Securities, Inc. 930.01%0.05%0.10%Q3 2019Q3 202312
American Portfolios Advisors 12120.00%0.00%0.02%Q4 2019Q3 202212
RAYMOND JAMES & ASSOCIATES 530.00%0.00%0.00%Q2 2018Q1 202212
Allegheny Financial Group LTD 12121.13%1.71%3.06%Q4 2020Q3 202312
Founders Financial Alliance, LLC 12120.00%0.00%0.01%Q3 2020Q2 202312
Orin Green Financial, LLC 12120.59%0.68%0.86%Q4 2020Q3 202312
True Link Financial Advisors, LLC 12120.15%0.19%0.22%Q4 2020Q3 202312
Iron Horse Wealth Management, LLC 12120.10%0.15%0.23%Q4 2020Q3 202312
Biltmore Capital Advisors LLC 12120.74%1.34%1.85%Q1 2019Q4 202112
Prosperity Planning, Inc. 12120.29%0.51%0.82%Q4 2020Q3 202312
NBT BANK N A /NY 12120.03%0.06%0.09%Q4 2020Q3 202312
First Allied Advisory Services, Inc. 710.00%0.01%0.02%Q3 2016Q3 202012
Charter Oak Capital Management, LLC 12120.15%1.52%2.27%Q4 2020Q3 202312
Karp Capital Management Corp 12121.26%2.03%2.88%Q2 2019Q1 202212
Ackerman Capital Advisors, LLC 12120.68%1.47%1.95%Q1 2020Q4 202212
Charles Schwab Trust Co 12120.03%0.15%0.30%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.85%1.21%1.45%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Blossom Wealth Management 12123.11%4.06%5.10%Q4 2020Q3 202312
AGF Investments LLC 12120.00%0.00%0.00%Q4 2019Q3 202212
COREPATH WEALTH PARTNERS LLC 12122.11%2.72%3.73%Q4 2020Q3 202312
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q1 2016Q1 202312
WOLFF WIESE MAGANA LLC 12120.04%0.13%0.20%Q4 2020Q3 202312
ENTERPRISE FINANCIAL SERVICES CORP 12120.06%1.30%1.92%Q1 2019Q4 202112
SOA Wealth Advisors, LLC. 12120.01%0.01%0.01%Q4 2020Q3 202312
Compton Financial Group, LLC 12125.36%5.61%6.00%Q4 2020Q3 202312
CULLEN/FROST BANKERS, INC. 12120.05%0.10%0.13%Q4 2020Q3 202312
Cornerstone Wealth Management, LLC 410.02%0.08%0.30%Q1 2016Q1 202212
TECTONIC ADVISORS LLC 12120.50%0.65%0.76%Q4 2020Q3 202312
Brown Financial Advisory 12122.01%3.31%4.42%Q4 2020Q3 202312
CAPTRUST FINANCIAL ADVISORS 830.00%0.01%0.03%Q3 2018Q4 202111
HYA Advisors, Inc 11110.18%0.25%0.35%Q4 2019Q2 202211
CORRADO ADVISORS, LLC 11110.24%0.62%1.78%Q1 2021Q3 202311
MACROVIEW INVESTMENT MANAGEMENT LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
WealthShield Partners, LLC 11110.00%0.01%0.03%Q1 2018Q3 202011
Horan Securities, Inc. 740.01%0.06%0.18%Q3 2020Q2 202311
HOWE & RUSLING INC 11110.02%0.03%0.03%Q1 2021Q3 202311
Bridge Advisory, LLC 1010.14%0.34%0.60%Q4 2020Q3 202311
Highstreet Asset Management Inc. 11110.01%0.01%0.02%Q2 2017Q4 201911
Jackson Creek Investment Advisors LLC 11110.09%0.20%0.26%Q1 2021Q3 202311
LIBERTY WEALTH MANAGEMENT LLC 920.00%0.02%0.06%Q4 2018Q3 202111
Kestra Advisory Services, LLC 920.00%0.00%0.01%Q3 2020Q3 202311
New Capital Management LP 710.43%0.64%0.89%Q3 2020Q3 202311
LifePlan Financial Group, Inc 11110.02%0.06%0.08%Q1 2018Q3 202011
Capital Asset Advisory Services LLC 11110.00%0.00%0.02%Q4 2019Q2 202211
Better Money Decisions, LLC 11111.02%1.38%1.78%Q1 2021Q3 202311
QUADRANT CAPITAL GROUP LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Capital Analysts, LLC 640.00%0.68%1.25%Q2 2019Q3 202310
Cedar Brook Financial Partners, LLC 10100.06%0.08%0.11%Q2 2021Q3 202310
NEXT Financial Group, Inc 640.00%0.00%0.00%Q2 2019Q4 202110
Western Wealth Management, LLC 730.01%0.07%0.11%Q4 2018Q3 202210
Clear Creek Financial Management, LLC 520.12%0.55%1.29%Q2 2019Q2 202310
Blue Barn Wealth, LLC 10100.18%0.75%1.54%Q2 2021Q3 202310
OLD NATIONAL BANCORP /IN/ 10100.01%0.01%0.01%Q2 2021Q3 202310
Hayden Royal, LLC 710.17%0.56%2.03%Q1 2019Q4 202110
PRUDENTIAL FINANCIAL INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Syverson Strege & Co 10100.00%0.06%0.31%Q4 2020Q1 202310
Aptus Capital Advisors, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
LEGG MASON, INC. 10100.04%5.77%12.44%Q1 2018Q2 202010
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
Integrated Wealth Concepts LLC 10100.01%0.08%0.19%Q4 2019Q1 202210
BERKSHIRE ASSET MANAGEMENT LLC/PA 910.14%0.19%0.26%Q1 2017Q3 201910
Spire Wealth Management 640.00%0.02%0.07%Q1 2021Q3 202310
Eagle Bay Advisors LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Apella Capital, LLC 730.06%0.14%0.25%Q2 2021Q4 202310
TORONTO DOMINION BANK 10100.00%0.00%0.00%Q2 2019Q3 202110
FLAGSTAR ADVISORS INC 990.16%0.20%0.22%Q3 2021Q3 20239
Aspire Private Capital, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
JANICZEK WEALTH MANAGEMENT, LLC 990.00%0.00%0.00%Q2 2018Q2 20209
CAPITAL ONE FINANCIAL CORP 990.16%0.52%1.08%Q1 2020Q1 20229
Aletheian Wealth Advisors LLC 990.73%1.70%2.73%Q4 2021Q4 20239
LEO BROKERAGE, LLC 520.66%1.25%3.08%Q3 2020Q2 20239
Bromfield Sneider Wealth Advisors 990.26%0.69%1.83%Q4 2021Q4 20239
FLOW TRADERS U.S. LLC 310.01%0.09%0.18%Q4 2018Q2 20239
CIBC WORLD MARKET INC. 720.00%0.00%0.00%Q1 2021Q2 20239
Rockefeller Capital Management L.P. 610.00%0.00%0.00%Q4 2019Q3 20239
SENTINEL PENSION ADVISORS INC 990.06%0.17%0.87%Q4 2019Q4 20219
AMARILLO NATIONAL BANK 993.26%4.13%4.76%Q3 2021Q3 20239
AGF INVESTMENTS INC. 810.00%0.00%0.00%Q1 2017Q4 20219
Beta Wealth Group, Inc. 991.56%4.59%12.94%Q4 2020Q4 20229
OLD MISSION CAPITAL LLC 210.00%0.07%0.26%Q3 2018Q3 20239
Laurel Wealth Planning LLC 990.09%0.40%0.71%Q4 2020Q4 20229
Stratos Wealth Advisors, LLC 990.05%0.07%0.10%Q1 2021Q1 20239
MCF Advisors LLC 540.00%0.01%0.02%Q3 2020Q3 20239
TBH Global Asset Management, LLC 990.09%0.23%1.16%Q4 2019Q4 20219
Riverview Trust Co 990.01%0.02%0.02%Q3 2021Q3 20239
CITIGROUP INC 710.00%0.00%0.00%Q2 2017Q3 20239
McKinley Carter Wealth Services, Inc. 880.02%0.02%0.03%Q4 2020Q3 20228
GDS Wealth Management 882.90%3.10%3.23%Q4 2021Q3 20238
Financial Connections Group, Inc. 880.14%0.18%0.28%Q4 2021Q3 20238
RAYMOND JAMES TRUST N.A. 880.01%0.01%0.02%Q3 2020Q2 20228
PDS Planning, Inc 880.32%0.83%1.30%Q4 2021Q3 20238
Tower Research Capital LLC (TRC) 410.00%0.00%0.00%Q4 2015Q3 20238
Mariner, LLC 410.00%0.00%0.01%Q4 2019Q2 20238
Congress Wealth Management LLC / DE / 880.04%0.05%0.05%Q4 2021Q3 20238
AGINCOURT CAPITAL MANAGEMENT, LLC 8818.82%21.17%22.17%Q4 2021Q3 20238
Neuberger Berman Group LLC 880.00%0.00%0.00%Q1 2021Q4 20228
Baldrige Asset Management LLC 880.06%0.09%0.12%Q2 2021Q1 20238
Parsec Financial Management, Inc. 880.02%0.53%1.06%Q2 2021Q1 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Level Financial Advisors 880.00%0.05%0.13%Q4 2021Q3 20238
Wedmont Private Capital 880.06%0.13%0.24%Q4 2021Q3 20238
Tradition Wealth Management, LLC 710.00%0.00%0.00%Q4 2020Q4 20228
Jaffetilchin Investment Partners, LLC 710.04%0.09%0.14%Q2 2019Q2 20218
Fluent Financial, LLC 880.74%1.08%1.38%Q4 2021Q3 20238
Greenspring Advisors, LLC 880.10%0.88%1.50%Q4 2021Q3 20238
BLUE SQUARE ASSET MANAGEMENT, LLC 880.49%1.25%1.92%Q2 2020Q1 20228
Bouchey Financial Group Ltd 880.04%0.07%0.09%Q4 2019Q3 20218
MANUFACTURERS LIFE INSURANCE COMPANY, THE 620.00%0.00%0.00%Q3 2016Q3 20188
FormulaFolio Investments, LLC 620.01%0.07%0.16%Q2 2018Q2 20218
PENOBSCOT WEALTH MANAGEMENT 710.22%3.76%7.25%Q2 2021Q3 20238
Ameritas Advisory Services, LLC 880.03%0.04%0.06%Q4 2021Q3 20238
GRAND WEALTH MANAGEMENT, LLC 880.00%1.07%2.16%Q4 2021Q3 20238
Asset Dedication, LLC 620.00%0.01%0.01%Q1 2018Q2 20208
Capstone Financial Advisors, Inc. 880.32%0.94%1.28%Q4 2021Q3 20238
Hardy Reed LLC 880.04%0.57%0.83%Q4 2021Q3 20238
Intelligence Driven Advisers, LLC 770.30%0.36%0.41%Q4 2018Q2 20207
ALLIANCEBERNSTEIN L.P. 520.01%0.02%0.05%Q1 2019Q1 20237
Kohmann Bosshard Financial Services, LLC 770.04%0.12%0.17%Q1 2022Q3 20237
Hanson & Doremus Investment Management 610.00%0.06%0.10%Q3 2019Q3 20237
SlateStone Wealth, LLC 770.06%0.14%0.19%Q2 2019Q4 20207
SUNTRUST BANKS INC 770.02%0.02%0.02%Q1 2018Q3 20197
Topel & Distasi Wealth Management, LLC 770.91%1.02%1.29%Q1 2022Q3 20237
INVESTMENT PARTNERS, LTD. 770.11%0.49%0.83%Q1 2022Q3 20237
JONES FINANCIAL COMPANIES LLLP 770.01%0.20%0.35%Q1 2022Q3 20237
FC Advisory LLC 770.73%0.89%0.99%Q2 2022Q4 20237
Jacobi Capital Management LLC 770.00%0.00%0.00%Q1 2020Q3 20217
HUNTINGTON NATIONAL BANK 510.00%0.00%0.00%Q2 2019Q3 20237
Ameritas Investment Company, LLC 310.00%0.02%0.03%Q4 2018Q3 20217
MERCER GLOBAL ADVISORS INC /ADV 770.01%0.02%0.04%Q1 2022Q3 20237
Hemington Wealth Management 520.13%0.15%0.18%Q4 2020Q3 20227
Falcon Wealth Planning 770.06%0.13%0.25%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.01%0.02%0.04%Q1 2022Q3 20237
Intergy Private Wealth, LLC 770.23%0.25%0.27%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.02%0.06%0.10%Q1 2022Q3 20237
Horizons Wealth Management 770.56%0.62%0.78%Q2 2022Q4 20237
Canvas Wealth Advisors, LLC 770.09%0.22%0.35%Q1 2021Q3 20227
Laidlaw Wealth Management LLC 610.04%0.14%0.20%Q4 2019Q1 20227
Sargent Bickham Lagudis LLC 410.00%0.01%0.03%Q2 2017Q4 20207
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.02%0.03%Q1 2021Q4 20227
Krilogy Financial LLC 510.01%0.06%0.14%Q1 2018Q3 20237
Focused Wealth Management, Inc 770.00%0.00%0.00%Q1 2022Q3 20237
Orion Portfolio Solutions, LLC 520.00%0.01%0.01%Q1 2020Q4 20217
Helen Stephens Group, LLC 770.48%1.09%2.41%Q1 2022Q3 20237
Strategic Wealth Partners, Ltd. 770.00%0.12%0.54%Q1 2018Q3 20197
Future Financial Wealth Managment LLC 770.70%1.03%1.41%Q1 2022Q3 20237
PRIVATE TRUST CO NA 660.00%0.02%0.08%Q2 2022Q3 20236
Atlas Private Wealth Management, LLC 660.12%0.17%0.22%Q4 2019Q1 20216
Fermata Advisors, LLC 660.07%0.65%1.68%Q1 2021Q2 20226
Brooklyn FI, LLC 420.65%1.26%1.91%Q1 2022Q3 20236
Tranquility Partners, LLC 660.39%0.49%0.64%Q4 2020Q1 20226
Vise Technologies, Inc. 660.31%0.40%0.52%Q2 2022Q3 20236
Ferris Capital, LLC 510.03%0.08%0.10%Q1 2019Q1 20216
Resource Planning Group 510.12%0.27%0.52%Q2 2021Q4 20226
American Trust 660.02%0.04%0.06%Q1 2022Q2 20236
Simplicity Solutions, LLC 660.03%0.05%0.08%Q3 2019Q4 20206
TRUSTCORE FINANCIAL SERVICES, LLC 660.00%0.00%0.00%Q3 2019Q4 20206
Walkner Condon Financial Advisors LLC 660.06%0.13%0.29%Q3 2021Q4 20226
NWAM LLC 660.03%0.03%0.03%Q2 2022Q3 20236
Forum Private Client Group LLC 666.80%7.69%8.32%Q1 2022Q2 20236
Tenret Co LLC 660.27%1.12%4.25%Q1 2022Q2 20236
Synergy Asset Management, LLC 410.11%0.37%1.60%Q4 2021Q3 20236
Gould Capital, LLC 660.01%0.02%0.06%Q4 2021Q1 20236
SRS Capital Advisors, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
Heritage Trust Co 660.03%0.08%0.18%Q2 2022Q3 20236
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Hanlon Investment Management, Inc. 660.04%0.24%0.62%Q1 2019Q2 20206
ProVise Management Group, LLC 660.02%0.03%0.03%Q4 2020Q1 20226
Total Wealth Planning, LLC 660.07%0.28%0.37%Q2 2022Q3 20236
First Horizon Advisors, Inc. 420.00%0.00%0.00%Q1 2021Q3 20226
Ameritas Investment Partners, Inc. 660.01%0.01%0.02%Q2 2022Q3 20236
Arkadios Wealth Advisors 420.00%0.01%0.02%Q4 2019Q3 20216
Evergreen Wealth Solutions, LLC 420.22%0.34%0.46%Q4 2021Q2 20236
Equitable Holdings, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
Selective Wealth Management, Inc. 660.00%0.00%0.00%Q2 2021Q3 20226
Lenox Wealth Management, Inc. 660.00%0.02%0.03%Q1 2019Q2 20206
MEEDER ASSET MANAGEMENT INC 660.00%0.00%0.00%Q4 2020Q1 20226
RHS Financial, LLC 660.28%0.75%1.23%Q3 2020Q4 20216
Modera Wealth Management, LLC 550.02%0.17%0.37%Q3 2022Q3 20235
Professional Financial Advisors, LLC 410.09%0.77%3.36%Q4 2019Q3 20225
Pinnacle Advisory Group, Inc. 550.04%0.06%0.07%Q1 2020Q1 20215
MONEY CONCEPTS CAPITAL CORP 210.00%0.00%0.01%Q4 2020Q4 20225
Summit Global Investments 550.13%0.14%0.16%Q1 2021Q1 20225
EQ LLC 310.20%0.72%1.08%Q4 2020Q4 20225
Belpointe Asset Management LLC 410.01%0.01%0.02%Q4 2021Q1 20235
Paragon Advisors, LLC 550.50%1.07%1.72%Q3 2022Q3 20235
Financial Advocates Investment Management 410.03%0.03%0.05%Q4 2020Q3 20235
Versant Capital Management, Inc 550.00%0.00%0.00%Q4 2022Q4 20235
Prostatis Group LLC 410.02%0.30%0.56%Q3 2020Q2 20235
MATHER GROUP, LLC. 551.30%1.40%1.50%Q3 2022Q3 20235
Spartan Planning & Wealth Management 410.00%0.94%1.60%Q1 2022Q3 20235
MKD WEALTH COACHES, LLC 320.13%0.28%0.56%Q4 2018Q4 20205
Running Point Capital Advisors, LLC 320.01%0.02%0.04%Q2 2021Q3 20225
HL FINANCIAL SERVICES LLC 320.00%0.01%0.01%Q3 2017Q1 20195
Wealthfront Advisers LLC 410.00%0.00%0.00%Q2 2022Q3 20235
Strategic Blueprint, LLC 310.00%0.04%0.07%Q3 2019Q2 20235
WealthCare Investment Partners, LLC 550.16%0.50%0.97%Q4 2021Q4 20225
Commonwealth Equity Services, Inc 550.00%0.01%0.01%Q3 2016Q3 20175
Financial Engines Advisors L.L.C. 320.00%0.01%0.03%Q4 2019Q2 20235
Columbus Macro, LLC 550.44%0.89%1.45%Q3 2022Q3 20235
Curtis Advisory Group, LLC 550.08%0.10%0.12%Q4 2021Q4 20225
Towerpoint Wealth, LLC 550.13%0.33%0.61%Q2 2022Q2 20235
PFG Advisors 550.02%0.05%0.09%Q3 2022Q3 20235
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.00%Q3 2020Q3 20235
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 410.02%0.07%0.11%Q1 2019Q1 20215
Total Clarity Wealth Management, Inc. 550.49%0.92%1.63%Q4 2019Q4 20205
Hartford Financial Management Inc. 320.00%0.01%0.02%Q2 2018Q3 20195
AlphaStar Capital Management, LLC 410.07%0.15%0.26%Q2 2018Q3 20235
Wealthcare Advisory Partners LLC 310.00%0.00%0.00%Q3 2019Q1 20214
Richard W. Paul & Associates, LLC 440.75%0.78%0.81%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Crumly & Associates Inc. 440.79%1.30%2.62%Q4 2019Q3 20204
SC&H Financial Advisors, Inc. 440.12%0.24%0.54%Q4 2021Q3 20224
HORIZON FINANCIAL SERVICES, LLC 440.14%0.47%1.22%Q2 2021Q1 20224
Hoover Financial Advisors, Inc. 310.00%0.00%0.00%Q2 2020Q2 20214
GIRARD PARTNERS LTD. 440.05%0.14%0.34%Q4 2022Q3 20234
JANUS HENDERSON GROUP PLC 440.00%0.01%0.01%Q4 2022Q3 20234
Altiora Financial Group, LLC 440.28%0.29%0.31%Q4 2022Q3 20234
Golden State Wealth Management, LLC 310.01%0.27%0.58%Q1 2019Q1 20204
Huber Financial Advisors, LLC 440.14%0.40%0.82%Q2 2019Q1 20204
Hoxton Planning & Management, LLC 440.15%0.16%0.17%Q4 2022Q3 20234
Vantage Financial Partners, LLC 440.18%0.24%0.30%Q4 2021Q3 20224
AWM CAPITAL, LLC 440.13%0.27%0.40%Q3 2021Q2 20224
RFG Advisory, LLC 440.05%0.05%0.06%Q4 2021Q3 20224
BFSG, LLC 440.22%0.22%0.23%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.47%0.54%0.72%Q4 2022Q3 20234
Cornerstone Financial Partners, LLC 310.20%0.27%0.35%Q2 2016Q4 20174
Princeton Global Asset Management LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BARCLAYS PLC 310.00%0.01%0.01%Q1 2020Q3 20214
Virtu KCG Holdings LLC 310.01%0.01%0.02%Q1 2016Q1 20174
Kovack Advisors, Inc. 440.03%0.03%0.04%Q4 2020Q3 20214
Family Investment Center, Inc. 440.84%0.90%0.95%Q4 2022Q3 20234
BlackRock Fund Advisors 440.03%0.03%0.03%Q1 2016Q4 20164
SageView Advisory Group, LLC 443.15%3.45%3.73%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Kooman & Associates 445.24%6.73%10.40%Q4 2022Q3 20234
TCG Advisors, LP 440.19%0.41%0.56%Q2 2019Q1 20204
Zeit Capital LLC 440.03%0.03%0.04%Q4 2022Q3 20234
ROOSEVELT INVESTMENT GROUP LLC 440.02%0.03%0.04%Q4 2017Q3 20184
Wiser Wealth Management, Inc 310.16%0.75%2.11%Q2 2022Q4 20234
Transamerica Financial Advisors, Inc. 310.00%0.00%0.01%Q2 2020Q4 20224
Summit Wealth Group, LLC 440.48%1.53%4.01%Q4 2022Q3 20234
TrueWealth Advisors, LLC 440.12%0.17%0.19%Q4 2021Q3 20224
Virtu Financial LLC 440.02%0.04%0.06%Q3 2017Q2 20184
James J. Burns & Company, LLC 440.07%0.42%0.70%Q3 2022Q2 20234
Beaird Harris Wealth Management, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Stadion Money Management, LLC 330.02%0.02%0.02%Q4 2018Q2 20193
McCarthy Grittinger Financial Group, LLC 210.00%0.12%0.27%Q1 2022Q3 20233
Econ Financial Services Corp 331.13%1.35%1.48%Q1 2023Q3 20233
AFAM CAPITAL, INC. 210.14%0.34%0.73%Q4 2017Q3 20183
Vawter Financial, Ltd. 330.18%0.19%0.21%Q1 2023Q3 20233
Evergreen Advisors, LLC 335.25%5.44%5.63%Q2 2019Q4 20193
WEALTHSOURCE PARTNERS, LLC 210.07%0.18%0.35%Q1 2018Q3 20193
Brookstone Capital Management 330.01%0.01%0.01%Q1 2023Q3 20233
Realta Investment Advisors 330.00%0.00%0.00%Q2 2019Q4 20193
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Burns Matteson Capital Management, LLC 330.40%0.58%0.68%Q4 2022Q2 20233
Insight Wealth Strategies, LLC 330.08%1.86%3.12%Q3 2019Q1 20203
Bank of New York Mellon Corp 210.00%0.00%0.00%Q2 2019Q4 20213
Plante Moran Financial Advisors, LLC 110.00%0.00%0.01%Q1 2020Q2 20233
Brinker Capital Investments, LLC 330.00%0.03%0.05%Q4 2018Q2 20193
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
BIP Wealth, LLC 330.60%0.66%0.69%Q1 2023Q3 20233
US BANCORP \DE\ 110.00%0.00%0.00%Q3 2020Q3 20233
Merit Financial Group, LLC 210.01%0.11%0.21%Q1 2022Q3 20233
Benchmark Financial Wealth Advisors, LLC 330.13%0.14%0.16%Q3 2020Q1 20213
Revisor Wealth Management LLC 330.68%0.76%0.91%Q1 2023Q3 20233
Prospera Financial Services Inc 210.00%0.00%0.00%Q3 2020Q2 20223
BNP PARIBAS FINANCIAL MARKETS 210.00%0.00%0.00%Q1 2022Q3 20233
ODonnell Financial Services, LLC 330.16%0.17%0.18%Q3 2021Q1 20223
Wealth Alliance Advisory Group, LLC 331.67%1.75%1.82%Q1 2018Q3 20183
LaSalle St. Investment Advisors, LLC 331.38%1.46%1.54%Q4 2022Q2 20233
HSBC HOLDINGS PLC 330.01%0.01%0.01%Q1 2023Q3 20233
Capital Wealth Planning, LLC 330.02%0.02%0.02%Q3 2019Q1 20203
Facet Wealth, Inc. 330.07%0.14%0.27%Q4 2021Q2 20223
GAM Holding AG 330.00%0.00%0.00%Q4 2017Q2 20183
Cornerstone Planning Group LLC 210.16%0.17%0.19%Q4 2022Q3 20233
AVAII WEALTH MANAGEMENT, LLC 330.17%0.19%0.20%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.23%0.24%0.26%Q4 2022Q3 20233
Jentner Corp 330.22%0.26%0.32%Q2 2019Q4 20193
NTV ASSET MANAGEMENT LLC 330.04%0.05%0.05%Q3 2020Q1 20213
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 330.00%0.00%0.00%Q1 2023Q3 20233
JFS WEALTH ADVISORS, LLC 330.02%0.02%0.02%Q3 2019Q1 20203
J2 Capital Management Inc 332.57%2.76%2.90%Q4 2021Q2 20223
SevenBridge Financial Group, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
CENTAURUS FINANCIAL, INC. 330.02%0.03%0.03%Q4 2020Q2 20213
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 330.08%0.11%0.14%Q1 2023Q3 20233
GREAT VALLEY ADVISOR GROUP, INC. 330.01%0.02%0.02%Q4 2022Q2 20233
CNB Bank 330.00%0.00%0.00%Q4 2021Q2 20223
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
MSI Financial Services Inc 330.00%0.00%0.00%Q2 2016Q4 20163
Stone House Investment Management, LLC 210.04%0.12%0.17%Q3 2017Q3 20233
Avion Wealth 210.00%0.04%0.12%Q2 2022Q3 20233
Canal Capital Management, LLC 110.23%0.36%0.55%Q1 2018Q3 20193
MGO Private Wealth, LLC 220.12%0.12%0.13%Q3 2022Q4 20222
Lido Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Aveo Capital Partners, LLC 220.96%1.00%1.04%Q4 2018Q1 20192
Sage Advisory Services, Ltd.Co. 223.11%3.83%4.55%Q3 2017Q4 20172
F3Logic, LLC 220.04%0.04%0.05%Q2 2019Q3 20192
Belvedere Trading LLC 110.00%0.00%0.00%Q2 2023Q2 20232
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
TWO SIGMA SECURITIES, LLC 110.01%0.02%0.03%Q1 2021Q4 20222
Colonial Trust Co / SC 110.00%0.00%0.00%Q4 2022Q2 20232
Allegis Investment Advisors, LLC 221.50%1.68%1.87%Q4 2017Q1 20182
Ausdal Financial Partners, Inc. 220.04%0.04%0.04%Q3 2021Q4 20212
Magnus Financial Group LLC 220.37%0.40%0.43%Q4 2021Q1 20222
VERUS CAPITAL PARTNERS, LLC 220.30%0.39%0.48%Q4 2019Q1 20202
Venturi Wealth Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Emerald Advisors, LLC 220.11%0.17%0.22%Q1 2022Q2 20222
Cetera Advisors LLC 110.00%0.00%0.00%Q1 2019Q3 20232
Exchange Bank 220.78%0.95%1.12%Q2 2023Q3 20232
Values Added Financial LLC 220.52%0.54%0.55%Q2 2023Q3 20232
Financial Network Wealth Management LLC 220.11%0.11%0.12%Q4 2022Q1 20232
Planned Solutions, Inc. 220.03%0.04%0.04%Q3 2020Q4 20202
Summit Financial, LLC 220.08%0.09%0.09%Q4 2018Q1 20192
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
TCI Wealth Advisors, Inc. 220.01%0.01%0.01%Q4 2019Q1 20202
ECLECTIC ASSOCIATES INC /ADV 220.23%1.06%1.90%Q3 2022Q4 20222
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Peak Financial Management, Inc. 110.09%0.10%0.12%Q4 2021Q2 20222
LINCOLN NATIONAL CORP 220.01%0.01%0.01%Q2 2023Q3 20232
FDx Advisors, Inc. 220.04%0.05%0.06%Q4 2017Q1 20182
Redhawk Wealth Advisors, Inc. 220.57%0.83%1.08%Q4 2019Q1 20202
Wealthsimple US, Ltd. 110.27%0.30%0.33%Q4 2019Q2 20202
Evolution Advisers, Inc. 220.06%0.08%0.10%Q2 2022Q3 20222
Well Done, LLC 110.00%0.00%0.00%Q1 2018Q4 20182
Field & Main Bank 220.00%0.00%0.00%Q4 2022Q1 20232
Fortis Capital Advisors, LLC 220.05%0.05%0.06%Q4 2022Q1 20232
SIGNATUREFD, LLC 110.00%0.00%0.00%Q2 2022Q3 20232
Cerity Partners LLC 220.03%0.04%0.05%Q2 2023Q3 20232
Balboa Wealth Partners 220.10%0.12%0.14%Q1 2023Q2 20232
City State Bank 220.13%0.13%0.13%Q2 2023Q3 20232
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q1 2020Q2 20202
TSFG, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
WESBANCO BANK INC 220.05%0.05%0.06%Q1 2021Q2 20212
CASTLE WEALTH MANAGEMENT LLC 220.09%0.35%0.61%Q2 2022Q3 20222
Capital One Investing, Inc. 220.07%0.09%0.10%Q4 2018Q1 20192
Financial Management Professionals, Inc. 220.00%0.04%0.08%Q4 2022Q1 20232
MOSELEY INVESTMENT MANAGEMENT INC 220.24%0.27%0.30%Q1 2019Q2 20192
Beacon Bridge Wealth Partners, LLC 220.88%1.11%1.35%Q2 2023Q3 20232
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 220.41%1.08%1.75%Q2 2023Q3 20232
Financial Gravity Companies, Inc. 110.06%0.08%0.09%Q1 2018Q4 20182
Ridgewood Investments LLC 220.01%0.01%0.02%Q1 2023Q2 20232
SG Americas Securities, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Portfolio Solutions, LLC 221.23%1.49%1.75%Q2 2022Q3 20222
CHOREO, LLC 220.01%0.02%0.03%Q2 2023Q3 20232
Activest Wealth Management 220.01%0.01%0.01%Q3 2022Q4 20222
NOMURA ASSET MANAGEMENT CO LTD 220.01%0.01%0.02%Q3 2018Q4 20182
TRUEWEALTH LLC 220.01%0.02%0.03%Q1 2020Q2 20202
AMERICAN NATIONAL BANK 220.00%0.00%0.00%Q2 2023Q3 20232
Beacon Pointe Advisors, LLC 220.02%0.04%0.06%Q1 2020Q2 20202
Private Advisory Group LLC 220.26%0.26%0.26%Q4 2018Q1 20192
Csenge Advisory Group 220.03%0.03%0.04%Q2 2023Q3 20232
McIlrath & Eck, LLC 220.25%0.26%0.26%Q2 2023Q3 20232
MACKENZIE FINANCIAL CORP 220.09%0.09%0.09%Q4 2018Q1 20192
Boyd Wealth Management, LLC 110.70%2.19%3.68%Q4 2021Q2 20232
Davis Capital Management 220.01%0.01%0.01%Q1 2020Q2 20202
UMB Bank, n.a. 220.00%0.00%0.00%Q2 2023Q3 20232
US FINANCIAL ADVISORS, LLC 110.60%0.60%0.60%Q3 2023Q3 20231
INNEALTA CAPITAL, LLC 114.88%4.88%4.88%Q4 2019Q4 20191
Onyx Bridge Wealth Group LLC 110.14%0.14%0.14%Q1 2021Q1 20211
Hefty Wealth Partners 110.06%0.06%0.06%Q1 2018Q1 20181
Key Bridge Compliance, LLC 110.70%0.70%0.70%Q3 2023Q3 20231
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Braun-Bostich & Associates Inc. 110.55%0.55%0.55%Q2 2022Q2 20221
PARK AVENUE SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Twin Lakes Capital Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SYON CAPITAL LLC 116.01%6.01%6.01%Q3 2023Q3 20231
Private Capital Group, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Paulson Wealth Management Inc. 110.08%0.08%0.08%Q4 2017Q4 20171
BELLEVUE ASSET MANAGEMENT, LLC 110.07%0.07%0.07%Q1 2020Q1 20201
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
AGF MANAGEMENT LTD 110.00%0.00%0.00%Q4 2022Q4 20221
Virtue Capital Management, LLC 112.42%2.42%2.42%Q4 2019Q4 20191
Stone Asset Management Inc. 111.26%1.26%1.26%Q4 2021Q4 20211
Clearstead Advisors, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Systelligence, LLC 110.68%0.68%0.68%Q4 2019Q4 20191
BUCKINGHAM STRATEGIC WEALTH, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Oxler Private Wealth LLC 110.08%0.08%0.08%Q3 2022Q3 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Compass Ion Advisors, LLC 112.10%2.10%2.10%Q4 2019Q4 20191
Resurgent Financial Advisors LLC 110.02%0.02%0.02%Q4 2022Q4 20221
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q4 2022Q4 20221
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Cornerstone Retirement Group, Inc. 110.67%0.67%0.67%Q3 2023Q3 20231
Baystate Wealth Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
R. W. Roge & Company, Inc. 112.27%2.27%2.27%Q4 2019Q4 20191
Barber Financial Group, Inc. 110.04%0.04%0.04%Q1 2023Q1 20231
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
LFA - Lugano Financial Advisors SA 110.10%0.10%0.10%Q2 2018Q2 20181
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
TCG Advisory Services, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
Avior Wealth Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
SEI INVESTMENTS CO 110.00%0.00%0.00%Q4 2017Q4 20171
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Integrated Investment Consultants, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Farmers National Bank 110.00%0.00%0.00%Q4 2017Q4 20171
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Bay Harbor Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Coppell Advisory Solutions LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Affiance Financial, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Echo45 Advisors LLC 110.21%0.21%0.21%Q4 2022Q4 20221
Strategic Advocates LLC 110.84%0.84%0.84%Q3 2023Q3 20231
Steward Financial Group LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q1 2020Q1 20201
Asset Planning Services, Ltd. 110.00%0.00%0.00%Q3 2019Q3 20191
M Holdings Securities, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
CAPITAL ONE, NATIONAL ASSOCIATION 110.06%0.06%0.06%Q4 2019Q4 20191
Vahanian & Associates Financial Planning Inc. 112.47%2.47%2.47%Q4 2021Q4 20211
HRT FINANCIAL LP 110.00%0.00%0.00%Q4 2022Q4 20221
Frontier Wealth Management LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Royal Fund Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Linscomb & Williams, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2021Q3 20211
Almanack Investment Partners, LLC. 110.08%0.08%0.08%Q2 2018Q2 20181
Birchcreek Wealth Management, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
MILESTONE ASSET MANAGEMENT, LLC 110.12%0.12%0.12%Q2 2023Q2 20231
CUTLER INVESTMENT COUNSEL LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Alpha Cubed Investments, LLC 110.58%0.58%0.58%Q3 2018Q3 20181
Harbour Capital Advisors, LLC 110.04%0.04%0.04%Q1 2017Q1 20171
Destination Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Twelve Points Wealth Management LLC 110.20%0.20%0.20%Q4 2021Q4 20211
KMG FIDUCIARY PARTNERS, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
VISTA CAPITAL PARTNERS, INC. 110.03%0.03%0.03%Q1 2022Q1 20221
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
IFC Holdings Incorporated/FL 110.02%0.02%0.02%Q3 2017Q3 20171
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
RFP Financial Group LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Vigilant Capital Management, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
TCTC Holdings, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Paragon Wealth Strategies, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
SFMG, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Wade Financial Advisory, Inc 110.21%0.21%0.21%Q4 2019Q4 20191
Capital Square, LLC 110.20%0.20%0.20%Q4 2019Q4 20191
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Your Advocates Ltd., LLP 110.04%0.04%0.04%Q3 2023Q3 20231
Index Fund Advisors, Inc. 110.03%0.03%0.03%Q1 2023Q1 20231
Baker Avenue Asset Management, LP 110.80%0.80%0.80%Q4 2022Q4 20221
Tri-Star Advisors Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Lion Street Advisors, LLC 110.18%0.18%0.18%Q1 2020Q1 20201
Financial Architects, Inc 110.00%0.00%0.00%Q3 2016Q3 20161
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
Procyon Advisors, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
HM PAYSON & CO 110.00%0.00%0.00%Q4 2020Q4 20201
Cordant, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
External links

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