ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 18180.00%0.00%0.00%Q2 2019Q3 202318
FLOW TRADERS U.S. LLC 1420.04%0.13%0.34%Q2 2019Q3 202316
JANE STREET GROUP, LLC 1210.00%0.00%0.01%Q2 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.02%Q1 2020Q3 202315
VALLEY NATIONAL ADVISERS INC 13130.01%0.06%0.07%Q3 2020Q3 202313
HighTower Advisors, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
Raymond James Financial Services Advisors, Inc. 13130.00%0.00%0.02%Q3 2020Q3 202313
ROYAL BANK OF CANADA 12120.00%0.00%0.00%Q4 2020Q3 202312
WELLS FARGO & COMPANY/MN 11110.00%0.00%0.00%Q1 2021Q3 202311
Bradley & Co. Private Wealth Management, LLC 11110.03%0.12%0.40%Q1 2021Q3 202311
LPL Financial LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
COMMONWEALTH EQUITY SERVICES, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
BANK OF AMERICA CORP /DE/ 10100.00%0.00%0.00%Q2 2021Q3 202310
Mascoma Wealth Management LLC 910.00%0.00%0.01%Q1 2021Q3 202310
Timber Creek Capital Management LLC 990.00%0.07%0.17%Q3 2021Q3 20239
FIFTH THIRD BANCORP 990.00%0.00%0.00%Q3 2021Q3 20239
Cetera Advisors LLC 990.05%0.07%0.09%Q3 2021Q3 20239
Moisand Fitzgerald Tamayo, LLC 620.00%0.00%0.00%Q3 2021Q3 20238
HEADINVEST, LLC 880.05%0.05%0.06%Q4 2021Q3 20238
IFP Advisors, Inc 770.00%0.03%0.06%Q1 2022Q3 20237
BlackRock Inc. 770.00%0.00%0.00%Q2 2019Q4 20207
Day & Ennis, LLC 420.08%0.09%0.10%Q2 2021Q3 20236
MORGAN STANLEY 660.00%0.00%0.00%Q2 2022Q3 20236
Richard P Slaughter Associates Inc 551.73%4.10%6.21%Q4 2022Q4 20235
Windsor Capital Management, LLC 550.08%0.08%0.08%Q3 2022Q3 20235
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 550.00%0.00%0.01%Q3 2022Q3 20235
Parallel Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Pinnacle Bancorp, Inc. 440.03%0.04%0.05%Q2 2022Q1 20234
Laurel Wealth Advisors LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2019Q4 20204
Farther Finance Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Prentice Wealth Management LLC 310.02%0.03%0.05%Q1 2021Q2 20224
Mutual Advisors, LLC 440.13%0.14%0.15%Q4 2022Q3 20234
Tyler-Stone Wealth Management 220.59%1.08%1.25%Q3 2022Q3 20234
Global Retirement Partners, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
RAYMOND JAMES & ASSOCIATES 440.00%0.00%0.00%Q4 2022Q3 20234
Ironwood Financial, llc 440.19%0.20%0.22%Q4 2022Q3 20234
BBJS FINANCIAL ADVISORS, LLC 440.09%0.10%0.11%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.00%0.02%0.04%Q4 2022Q3 20234
WRAPMANAGER INC 440.16%0.17%0.18%Q4 2022Q3 20234
Sunbelt Securities, Inc. 440.06%0.07%0.09%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 440.27%0.28%0.30%Q4 2022Q3 20234
THOROUGHBRED FINANCIAL SERVICES, LLC 440.06%0.07%0.07%Q4 2022Q3 20234
Asset Dedication, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Scissortail Wealth Management, LLC 440.14%3.97%5.55%Q4 2022Q3 20234
UBS Group AG 220.00%0.00%0.00%Q4 2021Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 330.00%0.01%0.01%Q1 2023Q3 20233
LBMC INVESTMENT ADVISORS, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
North Star Investment Management Corp. 330.00%0.01%0.01%Q1 2023Q3 20233
PHILLIPS FINANCIAL MANAGEMENT, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
LINCOLN NATIONAL CORP 330.01%0.01%0.01%Q1 2023Q3 20233
Snowden Capital Advisors LLC 330.17%0.17%0.18%Q4 2022Q2 20233
Cambridge Investment Research Advisors, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Krilogy Financial LLC 330.35%0.37%0.40%Q1 2023Q3 20233
CWM, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Integrated Wealth Concepts LLC 330.01%0.01%0.02%Q1 2023Q3 20233
PFG Private Wealth Management, LLC 330.01%0.01%0.02%Q3 2021Q1 20223
Klaas Financial Asset Advisors, LLC 330.06%0.07%0.09%Q1 2023Q3 20233
Straight Path Wealth Management 330.49%0.54%0.58%Q1 2023Q3 20233
Parkside Financial Bank & Trust 330.00%0.00%0.00%Q1 2023Q3 20233
Michael S. Ryan, Inc. 333.75%4.07%4.44%Q2 2023Q4 20233
New England Private Wealth Advisors LLC 330.20%0.21%0.22%Q1 2023Q3 20233
Sentinus, LLC 220.10%0.11%0.13%Q1 2023Q2 20232
Fairhaven Wealth Management, LLC 220.09%0.09%0.09%Q2 2023Q3 20232
Baltimore-Washington Financial Advisors, Inc. 110.04%0.04%0.04%Q1 2023Q1 20231
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Mid-American Wealth Advisory Group, Inc. 1111.38%11.38%11.38%Q3 2023Q3 20231
AE Wealth Management LLC 110.09%0.09%0.09%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
HHM Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Sightline Wealth Advisors, LLC 110.25%0.25%0.25%Q3 2023Q3 20231
Authentikos Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Karp Capital Management Corp 110.93%0.93%0.93%Q3 2022Q3 20221
Citadel Advisors 110.00%0.00%0.00%Q1 2022Q1 20221
EP Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Sigma Planning Corp 110.01%0.01%0.01%Q3 2023Q3 20231
Commonwealth Financial Services, LLC 113.23%3.23%3.23%Q3 2023Q3 20231
HOWLAND CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Safeguard Financial, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Advisor Group, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
FMR LLC 110.00%0.00%0.00%Q2 2021Q2 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Robertson Stephens Wealth Management, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Granite Bay Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q2 2023Q2 20231
External links

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