ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 2810.00%0.00%0.00%Q4 2015Q3 202329
JANE STREET GROUP, LLC 710.00%0.00%0.00%Q3 2015Q3 202327
Carroll Financial Associates, Inc. 25250.01%0.21%1.21%Q4 2015Q4 202125
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
GOFEN & GLOSSBERG LLC /IL/ 19190.01%0.03%0.04%Q3 2017Q1 202219
Cetera Advisor Networks LLC 1060.01%0.08%0.23%Q3 2015Q3 202316
Dynamic Advisor Solutions LLC 1410.02%0.03%0.04%Q4 2019Q3 202315
WELLS FARGO & COMPANY/MN 1140.00%0.00%0.00%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
AE Wealth Management LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
UBS Group AG 410.00%0.00%0.00%Q2 2016Q3 202314
ROYAL BANK OF CANADA 810.00%0.00%0.00%Q2 2018Q3 202314
CAPITAL WEALTH MANAGEMENT, LLC 13130.18%2.27%5.01%Q3 2020Q3 202313
FLOW TRADERS U.S. LLC 510.01%0.04%0.14%Q1 2016Q1 202313
Raymond James Financial Services Advisors, Inc. 11110.00%0.00%0.00%Q2 2020Q4 202211
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Savior LLC 10100.01%0.20%0.52%Q2 2021Q3 202310
MORGAN STANLEY 810.00%0.00%0.00%Q1 2020Q3 20239
LADENBURG THALMANN FINANCIAL SERVICES INC. 530.00%0.00%0.00%Q3 2015Q4 20198
Morling Financial Advisors, LLC 880.04%0.05%0.06%Q4 2021Q3 20238
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.00%Q3 2015Q4 20228
COMMONWEALTH EQUITY SERVICES, LLC 440.00%0.00%0.01%Q2 2021Q3 20238
LPL Financial LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Advisor Group, Inc. 770.00%0.00%0.00%Q2 2018Q4 20197
Citadel Advisors 210.00%0.00%0.00%Q1 2017Q1 20227
MML INVESTORS SERVICES, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Atlas Private Wealth Management, LLC 660.04%0.45%0.58%Q4 2020Q1 20226
Avior Wealth Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
WESCAP Management Group, Inc. 320.09%0.22%0.54%Q2 2022Q3 20235
Systelligence, LLC 320.84%1.65%3.65%Q4 2019Q4 20235
Atria Wealth Solutions, Inc. 440.00%0.01%0.01%Q2 2022Q1 20234
Verde Capital Management 310.08%0.17%0.44%Q4 2019Q1 20224
Simplicity Solutions, LLC 440.02%0.02%0.03%Q1 2020Q4 20204
IFP Advisors, Inc 440.00%0.00%0.00%Q1 2022Q4 20224
OLD MISSION CAPITAL LLC 210.00%0.02%0.04%Q2 2021Q2 20234
Capital Investment Advisory Services, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Cambridge Investment Research Advisors, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
THRIVENT FINANCIAL FOR LUTHERANS 330.00%0.00%0.00%Q3 2022Q1 20233
NewEdge Advisors, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
US BANCORP \DE\ 330.00%0.00%0.00%Q1 2022Q3 20223
CREATIVE FINANCIAL DESIGNS INC /ADV 330.01%0.01%0.01%Q3 2021Q1 20223
PERSONAL CFO SOLUTIONS, LLC 330.18%0.20%0.24%Q3 2019Q1 20203
MEEDER ASSET MANAGEMENT INC 330.00%0.00%0.00%Q1 2022Q3 20223
Certified Advisory Corp 330.12%0.22%0.30%Q1 2022Q3 20223
MILESTONE WEALTH, LLC 220.06%0.06%0.06%Q2 2022Q3 20222
Cascadia Advisory Services, LLC 220.19%0.19%0.20%Q2 2021Q3 20212
Sowell Financial Services LLC 220.04%0.05%0.07%Q3 2021Q4 20212
Pinnacle Private Wealth, LLC 220.08%0.08%0.09%Q4 2021Q1 20222
Disciplined Investments, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Virtu KCG Holdings LLC 220.01%0.01%0.01%Q4 2016Q1 20172
ENVESTNET ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2019Q1 20222
CreativeOne Wealth, LLC 220.09%0.10%0.12%Q3 2021Q4 20212
CITIGROUP INC 220.00%0.00%0.00%Q3 2015Q4 20152
FMR LLC 110.00%0.00%0.00%Q3 2022Q2 20232
ROVIN CAPITAL /UT/ /ADV 110.10%0.10%0.10%Q3 2023Q3 20231
SIGNATUREFD, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.01%0.01%0.01%Q2 2017Q2 20171
Parkside Financial Bank & Trust 110.02%0.02%0.02%Q3 2016Q3 20161
RAYMOND JAMES & ASSOCIATES 110.00%0.00%0.00%Q1 2023Q1 20231
CWM, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MANAGED ACCOUNT SERVICES INC 110.09%0.09%0.09%Q4 2019Q4 20191
Signature Wealth Management Group 110.09%0.09%0.09%Q1 2022Q1 20221
Ipsen Advisor Group LLC 112.25%2.25%2.25%Q4 2022Q4 20221
Cedar Brook Financial Partners, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
AVANTAX ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Sage Mountain Advisors LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Lloyd Advisory Services, LLC. 110.01%0.01%0.01%Q2 2021Q2 20211
American Portfolios Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
Patriot Financial Group Insurance Agency, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
WBI INVESTMENTS, LLC 110.03%0.03%0.03%Q2 2018Q2 20181
External links

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