Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
ROYAL BANK OF CANADA | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
WELLS FARGO & COMPANY/MN | 16 | 16 | 0.00% | 0.00% | 0.03% | Q4 2019 | Q3 2023 | 16 |
BLAIR WILLIAM & CO/IL | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
RAYMOND JAMES & ASSOCIATES | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
IFP Advisors, Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 15 |
Private Ocean, LLC | 15 | 15 | 0.07% | 0.11% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Front Row Advisors LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Ancora Advisors LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Ilmarinen Mutual Pension Insurance Co | 15 | 15 | 21.05% | 25.32% | 29.00% | Q3 2019 | Q1 2023 | 15 |
Robertson Stephens Wealth Management, LLC | 15 | 15 | 0.04% | 0.12% | 0.29% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BANK OF AMERICA CORP /DE/ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.02% | 0.14% | Q2 2019 | Q3 2023 | 14 |
BLUESTEM FINANCIAL ADVISORS, LLC | 14 | 14 | 0.24% | 1.16% | 2.04% | Q2 2020 | Q3 2023 | 14 |
RPg Family Wealth Advisory, LLC | 10 | 4 | 1.59% | 2.00% | 2.66% | Q1 2020 | Q3 2023 | 14 |
Brookstone Capital Management | 14 | 14 | 0.04% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Parallel Advisors, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Bank of Italy | 14 | 14 | 14.92% | 16.82% | 19.83% | Q2 2020 | Q3 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
RETIREMENT CAPITAL STRATEGIES | 10 | 2 | 0.13% | 0.32% | 1.05% | Q1 2020 | Q3 2023 | 12 |
Diversified Trust Co | 12 | 12 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.15% | 0.92% | 1.78% | Q4 2020 | Q3 2023 | 12 |
Firestone Capital Management | 10 | 2 | 0.01% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 12 |
Ellis Investment Partners, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 12 | 12 | 0.04% | 0.24% | 0.63% | Q4 2020 | Q3 2023 | 12 |
STIFEL FINANCIAL CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SNS Financial Group, LLC | 11 | 11 | 0.03% | 0.09% | 0.11% | Q1 2021 | Q3 2023 | 11 |
CAPTRUST FINANCIAL ADVISORS | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
55I, LLC | 11 | 11 | 0.09% | 1.00% | 3.64% | Q1 2020 | Q3 2022 | 11 |
PRIVATE CAPITAL MANAGEMENT LLC | 11 | 11 | 0.14% | 0.20% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Csenge Advisory Group | 11 | 11 | 0.03% | 0.08% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Wealth Alliance | 11 | 11 | 0.06% | 0.18% | 0.48% | Q1 2021 | Q3 2023 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.12% | 0.14% | 0.16% | Q1 2021 | Q3 2023 | 11 |
FIRETHORN WEALTH PARTNERS, LLC | 8 | 3 | 0.36% | 0.69% | 0.98% | Q4 2020 | Q3 2023 | 11 |
LPL Financial LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
One Capital Management, LLC | 11 | 11 | 0.03% | 0.05% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Advisory Services Network, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 11 |
FUKOKU MUTUAL LIFE INSURANCE Co | 11 | 11 | 0.72% | 0.78% | 0.86% | Q2 2020 | Q4 2022 | 11 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 10 |
Steward Partners Investment Advisory, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MORGAN STANLEY | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Raymond James Financial Services Advisors, Inc. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 10 |
Friedenthal Financial | 10 | 10 | 0.32% | 0.69% | 0.81% | Q2 2021 | Q3 2023 | 10 |
UBS Group AG | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 10 |
Charter Oak Capital Management, LLC | 10 | 10 | 0.02% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
First Ascent Asset Management, LLC | 9 | 9 | 0.52% | 1.06% | 1.37% | Q3 2021 | Q3 2023 | 9 |
DB Wealth Management Group, LLC | 9 | 9 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
United Asset Strategies, Inc. | 8 | 1 | 0.03% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 9 |
GOLDMAN SACHS GROUP INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 9 |
Creative Planning | 8 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 9 |
CI INVESTMENTS INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.06% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Omega Financial Group, LLC | 8 | 8 | 0.14% | 0.58% | 0.96% | Q4 2021 | Q3 2023 | 8 |
Goodwin Investment Advisory | 8 | 8 | 0.00% | 0.64% | 2.59% | Q4 2021 | Q3 2023 | 8 |
ENVESTNET ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
IMS Capital Management | 8 | 8 | 0.24% | 0.31% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Integrated Wealth Concepts LLC | 8 | 8 | 0.01% | 0.12% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Clearstead Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CFS Investment Advisory Services, LLC | 8 | 8 | 0.07% | 0.23% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Cypress Wealth Services, LLC | 8 | 8 | 0.10% | 0.42% | 0.54% | Q4 2021 | Q3 2023 | 8 |
One Wealth Advisors, LLC | 8 | 8 | 0.06% | 1.37% | 1.89% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 7 | 7 | 0.04% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Your Advocates Ltd., LLP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CITIGROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
TCWP LLC | 7 | 7 | 0.42% | 0.60% | 0.79% | Q1 2022 | Q3 2023 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.00% | 0.06% | 0.14% | Q1 2022 | Q3 2023 | 7 |
American Portfolios Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SWISS RE LTD | 7 | 7 | 5.44% | 9.00% | 17.77% | Q3 2021 | Q1 2023 | 7 |
Cetera Advisor Networks LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Dynamic Advisor Solutions LLC | 7 | 7 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q2 2022 | 7 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.02% | 0.10% | 0.21% | Q4 2019 | Q1 2022 | 7 |
WEALTHSOURCE PARTNERS, LLC | 7 | 7 | 0.20% | 0.50% | 0.77% | Q1 2022 | Q3 2023 | 7 |
Dentgroup LLC | 7 | 7 | 0.15% | 0.35% | 0.77% | Q1 2022 | Q3 2023 | 7 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7 | 7 | 0.03% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Keebeck Wealth Management, LLC | 7 | 7 | 0.05% | 0.34% | 0.52% | Q1 2022 | Q3 2023 | 7 |
Wharton Business Group, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
W ADVISORS, LLC | 7 | 7 | 0.25% | 3.46% | 4.74% | Q1 2022 | Q3 2023 | 7 |
FMR LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Foster Group, Inc. | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Stratos Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.05% | 0.11% | Q1 2022 | Q3 2023 | 7 |
JPMORGAN CHASE & CO | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Mayflower Financial Advisors, LLC | 7 | 7 | 0.07% | 0.14% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Spire Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
J.P. Morgan Private Wealth Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
IEQ CAPITAL, LLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
PNC FINANCIAL SERVICES GROUP, INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Global Retirement Partners, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
BANK OF MONTREAL /CAN/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 6 |
MATHER GROUP, LLC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
NATIONAL BANK OF CANADA /FI/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
MKT Advisors LLC | 6 | 6 | 0.16% | 0.17% | 0.20% | Q2 2022 | Q3 2023 | 6 |
My Legacy Advisors, LLC | 6 | 6 | 0.39% | 0.53% | 0.64% | Q2 2022 | Q3 2023 | 6 |
BALASA DINVERNO & FOLTZ LLC | 6 | 6 | 0.04% | 0.07% | 0.10% | Q2 2021 | Q3 2022 | 6 |
Private Advisor Group, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 6 |
HHM Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
FIRST MANHATTAN CO. LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NWAM LLC | 4 | 1 | 0.03% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
BEACON FINANCIAL GROUP | 5 | 5 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Bank of New York Mellon Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
EATON VANCE MANAGEMENT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q4 2021 | 5 |
Kalos Management, Inc. | 4 | 1 | 0.02% | 0.19% | 0.26% | Q1 2021 | Q1 2023 | 5 |
Orgel Wealth Management, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Arkadios Wealth Advisors | 5 | 5 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
WealthShield Partners, LLC | 4 | 4 | 0.01% | 0.05% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Community Financial Services Group, LLC | 3 | 1 | 0.14% | 0.23% | 0.40% | Q2 2021 | Q3 2023 | 4 |
Millburn Ridgefield Corp | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q2 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Regal Investment Advisors LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 4 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.06% | 0.11% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BlackRock Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
High Falls Advisors, Inc | 2 | 1 | 0.07% | 0.11% | 0.17% | Q1 2022 | Q3 2023 | 4 |
GenTrust, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Laurel Wealth Advisors, Inc. | 4 | 4 | 0.02% | 0.05% | 0.11% | Q1 2022 | Q4 2022 | 4 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
RCS Financial Planning, LLC | 4 | 4 | 0.18% | 0.22% | 0.28% | Q4 2022 | Q3 2023 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 4 |
Triumph Capital Management | 4 | 4 | 0.10% | 0.14% | 0.23% | Q2 2021 | Q1 2022 | 4 |
Burt Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Strategic Blueprint, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
TRUIST FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
FinTrust Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 3 |
Patriot Financial Group Insurance Agency, LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2022 | 3 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 3 |
Mariner, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Northland Capital Management LLC | 3 | 3 | 1.48% | 2.30% | 2.94% | Q4 2021 | Q2 2022 | 3 |
Hoxton Planning & Management, LLC | 3 | 3 | 0.13% | 0.20% | 0.35% | Q4 2022 | Q2 2023 | 3 |
WELCH & FORBES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
JGP Wealth Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SWS Partners | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.18% | 0.22% | 0.24% | Q1 2023 | Q3 2023 | 3 |
PRINCIPAL FINANCIAL GROUP INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Stratos Wealth Partners, LTD. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Merriman Wealth Management, LLC | 3 | 3 | 0.28% | 0.36% | 0.41% | Q3 2019 | Q1 2020 | 3 |
REGATTA CAPITAL GROUP, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q1 2023 | 2 |
Stonebridge Financial Planning Group, LLC | 2 | 2 | 0.35% | 0.36% | 0.36% | Q3 2022 | Q4 2022 | 2 |
HARBOUR INVESTMENTS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Security Financial Services, INC. | 2 | 2 | 0.59% | 0.90% | 1.21% | Q1 2022 | Q2 2022 | 2 |
HighTower Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
Values Added Financial LLC | 2 | 2 | 0.44% | 0.45% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.02% | 0.14% | 0.27% | Q2 2020 | Q4 2022 | 2 |
LGT Financial Advisors LLC | 1 | 1 | 0.09% | 0.26% | 0.43% | Q4 2022 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Wealthcare Advisory Partners LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q4 2022 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Detalus Advisors, LLC | 2 | 2 | 0.16% | 0.21% | 0.26% | Q1 2023 | Q2 2023 | 2 |
BFSG, LLC | 2 | 2 | 0.35% | 0.36% | 0.37% | Q2 2023 | Q3 2023 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.08% | 0.13% | Q2 2021 | Q2 2022 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
ONE Advisory Partners, LLC | 2 | 2 | 0.46% | 0.54% | 0.62% | Q1 2022 | Q2 2022 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
MGO ONE SEVEN LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2022 | Q3 2022 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Mizuho Bank, Ltd. | 1 | 1 | 12.88% | 12.88% | 12.88% | Q1 2022 | Q1 2022 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Darrow Company, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FundX Investment Group, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2021 | Q4 2021 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
BOS Asset Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Park Place Capital Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Affinity Capital Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Aries Wealth Management | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
M. Kulyk & Associates, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Ellevest, Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.