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
ROYAL BANK OF CANADA 17170.00%0.01%0.01%Q3 2019Q3 202317
WELLS FARGO & COMPANY/MN 16160.00%0.00%0.03%Q4 2019Q3 202316
BLAIR WILLIAM & CO/IL 16160.00%0.00%0.00%Q4 2019Q3 202316
RAYMOND JAMES & ASSOCIATES 15150.00%0.00%0.00%Q1 2020Q3 202315
IFP Advisors, Inc 15150.00%0.00%0.01%Q4 2019Q2 202315
Private Ocean, LLC 15150.07%0.11%0.15%Q1 2020Q3 202315
Front Row Advisors LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
Ancora Advisors LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Ilmarinen Mutual Pension Insurance Co 151521.05%25.32%29.00%Q3 2019Q1 202315
Robertson Stephens Wealth Management, LLC 15150.04%0.12%0.29%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
BANK OF AMERICA CORP /DE/ 15150.00%0.00%0.00%Q1 2020Q3 202315
COMMONWEALTH EQUITY SERVICES, LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
Tower Research Capital LLC (TRC) 710.00%0.02%0.14%Q2 2019Q3 202314
BLUESTEM FINANCIAL ADVISORS, LLC 14140.24%1.16%2.04%Q2 2020Q3 202314
RPg Family Wealth Advisory, LLC 1041.59%2.00%2.66%Q1 2020Q3 202314
Brookstone Capital Management 14140.04%0.07%0.11%Q2 2020Q3 202314
Parallel Advisors, LLC 14140.01%0.01%0.01%Q2 2020Q3 202314
Bank of Italy 141414.92%16.82%19.83%Q2 2020Q3 202314
Cambridge Investment Research Advisors, Inc. 14140.00%0.00%0.01%Q2 2020Q3 202314
SUSQUEHANNA INTERNATIONAL GROUP, LLP 940.00%0.00%0.00%Q2 2020Q3 202313
RETIREMENT CAPITAL STRATEGIES 1020.13%0.32%1.05%Q1 2020Q3 202312
Diversified Trust Co 12120.01%0.01%0.01%Q1 2021Q4 202312
True Link Financial Advisors, LLC 12120.15%0.92%1.78%Q4 2020Q3 202312
Firestone Capital Management 1020.01%0.07%0.10%Q4 2019Q3 202312
Ellis Investment Partners, LLC 12120.00%0.00%0.00%Q4 2019Q3 202212
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12120.00%0.00%0.00%Q4 2020Q3 202312
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 12120.04%0.24%0.63%Q4 2020Q3 202312
STIFEL FINANCIAL CORP 12120.00%0.00%0.00%Q4 2020Q3 202312
SNS Financial Group, LLC 11110.03%0.09%0.11%Q1 2021Q3 202311
CAPTRUST FINANCIAL ADVISORS 11110.00%0.00%0.01%Q1 2021Q3 202311
55I, LLC 11110.09%1.00%3.64%Q1 2020Q3 202211
PRIVATE CAPITAL MANAGEMENT LLC 11110.14%0.20%0.26%Q1 2021Q3 202311
Csenge Advisory Group 11110.03%0.08%0.14%Q1 2021Q3 202311
Wealth Alliance 11110.06%0.18%0.48%Q1 2021Q3 202311
KB FINANCIAL PARTNERS, LLC 11110.12%0.14%0.16%Q1 2021Q3 202311
FIRETHORN WEALTH PARTNERS, LLC 830.36%0.69%0.98%Q4 2020Q3 202311
LPL Financial LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
One Capital Management, LLC 11110.03%0.05%0.14%Q1 2021Q3 202311
Advisory Services Network, LLC 710.00%0.01%0.03%Q1 2020Q3 202311
FUKOKU MUTUAL LIFE INSURANCE Co 11110.72%0.78%0.86%Q2 2020Q4 202211
JANE STREET GROUP, LLC 310.00%0.00%0.00%Q3 2019Q2 202310
Steward Partners Investment Advisory, LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
MORGAN STANLEY 10100.00%0.00%0.00%Q2 2021Q3 202310
Raymond James Financial Services Advisors, Inc. 430.00%0.00%0.00%Q2 2019Q3 202310
Friedenthal Financial 10100.32%0.69%0.81%Q2 2021Q3 202310
UBS Group AG 710.00%0.00%0.00%Q3 2019Q3 202310
Charter Oak Capital Management, LLC 10100.02%0.05%0.06%Q2 2021Q3 202310
First Ascent Asset Management, LLC 990.52%1.06%1.37%Q3 2021Q3 20239
DB Wealth Management Group, LLC 990.03%0.03%0.03%Q3 2021Q3 20239
United Asset Strategies, Inc. 810.03%0.04%0.09%Q1 2021Q3 20239
GOLDMAN SACHS GROUP INC 990.00%0.00%0.01%Q1 2021Q1 20239
Creative Planning 810.00%0.02%0.03%Q4 2020Q3 20239
CI INVESTMENTS INC. 990.00%0.00%0.00%Q3 2021Q3 20239
Allworth Financial LP 990.00%0.06%0.11%Q3 2021Q3 20239
Omega Financial Group, LLC 880.14%0.58%0.96%Q4 2021Q3 20238
Goodwin Investment Advisory 880.00%0.64%2.59%Q4 2021Q3 20238
ENVESTNET ASSET MANAGEMENT INC 880.00%0.01%0.02%Q4 2021Q3 20238
IMS Capital Management 880.24%0.31%0.32%Q4 2021Q3 20238
Integrated Wealth Concepts LLC 880.01%0.12%0.17%Q4 2021Q3 20238
Clearstead Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
CFS Investment Advisory Services, LLC 880.07%0.23%0.34%Q4 2021Q3 20238
Cypress Wealth Services, LLC 880.10%0.42%0.54%Q4 2021Q3 20238
One Wealth Advisors, LLC 880.06%1.37%1.89%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 770.04%0.06%0.10%Q1 2022Q3 20237
Your Advocates Ltd., LLP 770.01%0.01%0.01%Q1 2022Q3 20237
CITIGROUP INC 310.00%0.00%0.00%Q2 2020Q3 20237
TCWP LLC 770.42%0.60%0.79%Q1 2022Q3 20237
MERCER GLOBAL ADVISORS INC /ADV 770.00%0.06%0.14%Q1 2022Q3 20237
American Portfolios Advisors 770.00%0.00%0.00%Q1 2021Q3 20227
GHP Investment Advisors, Inc. 770.00%0.00%0.01%Q1 2022Q3 20237
SWISS RE LTD 775.44%9.00%17.77%Q3 2021Q1 20237
Cetera Advisor Networks LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Dynamic Advisor Solutions LLC 770.03%0.05%0.06%Q4 2020Q2 20227
FLOW TRADERS U.S. LLC 510.02%0.10%0.21%Q4 2019Q1 20227
WEALTHSOURCE PARTNERS, LLC 770.20%0.50%0.77%Q1 2022Q3 20237
Dentgroup LLC 770.15%0.35%0.77%Q1 2022Q3 20237
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 770.03%0.05%0.08%Q1 2022Q3 20237
Keebeck Wealth Management, LLC 770.05%0.34%0.52%Q1 2022Q3 20237
Wharton Business Group, LLC 770.02%0.03%0.03%Q1 2022Q3 20237
W ADVISORS, LLC 770.25%3.46%4.74%Q1 2022Q3 20237
FMR LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Foster Group, Inc. 520.01%0.02%0.02%Q4 2021Q3 20237
Stratos Wealth Advisors, LLC 770.02%0.05%0.11%Q1 2022Q3 20237
JPMORGAN CHASE & CO 770.00%0.00%0.01%Q1 2022Q3 20237
Mayflower Financial Advisors, LLC 770.07%0.14%0.32%Q1 2022Q3 20237
Spire Wealth Management 510.00%0.00%0.00%Q2 2021Q3 20236
J.P. Morgan Private Wealth Advisors LLC 660.00%0.00%0.00%Q2 2022Q3 20236
IEQ CAPITAL, LLC 660.01%0.01%0.03%Q2 2022Q3 20236
PNC FINANCIAL SERVICES GROUP, INC. 420.00%0.00%0.00%Q4 2021Q3 20236
Global Retirement Partners, LLC 510.00%0.00%0.01%Q1 2022Q3 20236
BANK OF MONTREAL /CAN/ 510.00%0.00%0.00%Q4 2021Q2 20236
MATHER GROUP, LLC. 660.01%0.01%0.02%Q2 2022Q3 20236
NATIONAL BANK OF CANADA /FI/ 660.00%0.00%0.00%Q4 2021Q1 20236
MKT Advisors LLC 660.16%0.17%0.20%Q2 2022Q3 20236
My Legacy Advisors, LLC 660.39%0.53%0.64%Q2 2022Q3 20236
BALASA DINVERNO & FOLTZ LLC 660.04%0.07%0.10%Q2 2021Q3 20226
Private Advisor Group, LLC 510.00%0.01%0.03%Q2 2020Q3 20236
HHM Wealth Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
FIRST MANHATTAN CO. LLC. 550.00%0.00%0.00%Q3 2022Q3 20235
NWAM LLC 410.03%0.06%0.08%Q2 2022Q3 20235
MONEY CONCEPTS CAPITAL CORP 550.00%0.00%0.01%Q4 2021Q4 20225
BEACON FINANCIAL GROUP 550.07%0.07%0.08%Q3 2022Q3 20235
Bank of New York Mellon Corp 550.00%0.00%0.00%Q1 2021Q1 20225
EATON VANCE MANAGEMENT 550.00%0.00%0.00%Q3 2021Q3 20225
DT Investment Partners, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Elmwood Wealth Management, Inc. 210.03%0.03%0.03%Q2 2020Q4 20215
Kalos Management, Inc. 410.02%0.19%0.26%Q1 2021Q1 20235
Orgel Wealth Management, LLC 550.03%0.03%0.03%Q3 2022Q3 20235
Arkadios Wealth Advisors 550.00%0.02%0.03%Q4 2020Q4 20215
UNITED CAPITAL FINANCIAL ADVISORS, LLC 550.00%0.00%0.00%Q2 2022Q2 20235
WealthShield Partners, LLC 440.01%0.05%0.16%Q4 2022Q3 20234
Community Financial Services Group, LLC 310.14%0.23%0.40%Q2 2021Q3 20234
Millburn Ridgefield Corp 310.00%0.01%0.03%Q1 2022Q2 20234
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Regal Investment Advisors LLC 310.02%0.03%0.04%Q3 2022Q3 20234
Citadel Advisors 210.00%0.00%0.00%Q1 2021Q2 20234
Farther Finance Advisors, LLC 440.06%0.11%0.16%Q4 2022Q3 20234
Larson Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BlackRock Inc. 210.00%0.00%0.00%Q2 2019Q1 20234
AGF MANAGEMENT LTD 440.00%0.00%0.00%Q4 2022Q3 20234
High Falls Advisors, Inc 210.07%0.11%0.17%Q1 2022Q3 20234
GenTrust, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Laurel Wealth Advisors, Inc. 440.02%0.05%0.11%Q1 2022Q4 20224
CAMBRIDGE TRUST CO 440.00%0.00%0.00%Q4 2021Q3 20224
Qube Research & Technologies Ltd 310.00%0.00%0.00%Q3 2022Q3 20234
RCS Financial Planning, LLC 440.18%0.22%0.28%Q4 2022Q3 20234
TRANSCEND CAPITAL ADVISORS, LLC 440.03%0.03%0.04%Q1 2022Q4 20224
Triumph Capital Management 440.10%0.14%0.23%Q2 2021Q1 20224
Burt Wealth Advisors 440.00%0.00%0.00%Q1 2020Q4 20204
Strategic Blueprint, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
MML INVESTORS SERVICES, LLC 440.00%0.01%0.01%Q1 2022Q4 20224
TRUIST FINANCIAL CORP 330.00%0.00%0.00%Q4 2020Q2 20213
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
FinTrust Capital Advisors, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Belpointe Asset Management LLC 210.00%0.00%0.01%Q1 2022Q1 20233
Patriot Financial Group Insurance Agency, LLC 330.01%0.03%0.05%Q1 2022Q3 20223
PARK AVENUE SECURITIES LLC 110.00%0.02%0.06%Q4 2021Q3 20233
Mariner, LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Northland Capital Management LLC 331.48%2.30%2.94%Q4 2021Q2 20223
Hoxton Planning & Management, LLC 330.13%0.20%0.35%Q4 2022Q2 20233
WELCH & FORBES LLC 330.01%0.01%0.01%Q1 2022Q3 20223
JGP Wealth Management, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
OneDigital Investment Advisors LLC 330.02%0.02%0.02%Q1 2023Q3 20233
SWS Partners 330.08%0.09%0.09%Q1 2023Q3 20233
SWEENEY & MICHEL, LLC 330.18%0.22%0.24%Q1 2023Q3 20233
PRINCIPAL FINANCIAL GROUP INC 330.00%0.01%0.01%Q1 2023Q3 20233
Nalls Sherbakoff Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Stratos Wealth Partners, LTD. 330.01%0.01%0.01%Q1 2023Q3 20233
Merriman Wealth Management, LLC 330.28%0.36%0.41%Q3 2019Q1 20203
REGATTA CAPITAL GROUP, LLC 220.11%0.11%0.11%Q4 2022Q1 20232
Stonebridge Financial Planning Group, LLC 220.35%0.36%0.36%Q3 2022Q4 20222
HARBOUR INVESTMENTS, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Security Financial Services, INC. 220.59%0.90%1.21%Q1 2022Q2 20222
HighTower Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
U.S. Capital Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2022Q4 20222
Values Added Financial LLC 220.44%0.45%0.46%Q2 2023Q3 20232
Baker Avenue Asset Management, LP 110.02%0.14%0.27%Q2 2020Q4 20222
LGT Financial Advisors LLC 110.09%0.26%0.43%Q4 2022Q3 20232
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Wealthcare Advisory Partners LLC 220.01%0.03%0.04%Q3 2022Q4 20222
TOWNSQUARE CAPITAL LLC 220.00%0.01%0.02%Q2 2023Q3 20232
Detalus Advisors, LLC 220.16%0.21%0.26%Q1 2023Q2 20232
BFSG, LLC 220.35%0.36%0.37%Q2 2023Q3 20232
OLD MISSION CAPITAL LLC 110.02%0.08%0.13%Q2 2021Q2 20222
WealthPlan Investment Management, LLC 220.02%0.03%0.04%Q1 2023Q2 20232
ONE Advisory Partners, LLC 220.46%0.54%0.62%Q1 2022Q2 20222
AVANTAX ADVISORY SERVICES, INC. 110.00%0.01%0.01%Q4 2022Q3 20232
New Republic Capital, LLC 220.03%0.03%0.04%Q4 2022Q1 20232
MGO ONE SEVEN LLC 110.21%0.21%0.21%Q1 2023Q1 20231
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q4 2022Q4 20221
Sageworth Trust Co 110.00%0.00%0.00%Q3 2020Q3 20201
Westside Investment Management, Inc. 110.96%0.96%0.96%Q3 2022Q3 20221
Lakewood Asset Management LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Aptus Capital Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Mizuho Bank, Ltd. 1112.88%12.88%12.88%Q1 2022Q1 20221
NewEdge Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
GeoWealth Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Cetera Investment Advisers 110.00%0.00%0.00%Q4 2022Q4 20221
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q3 2023Q3 20231
Atria Wealth Solutions, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
KICKSTAND VENTURES, LLC. 110.60%0.60%0.60%Q3 2023Q3 20231
Rosenberg Matthew Hamilton 110.03%0.03%0.03%Q2 2022Q2 20221
Darrow Company, Inc. 110.05%0.05%0.05%Q2 2022Q2 20221
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
BerganKDV Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
FundX Investment Group, LLC 110.78%0.78%0.78%Q4 2021Q4 20211
FormulaFolio Investments, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
COMERICA SECURITIES,INC. 110.02%0.02%0.02%Q4 2022Q4 20221
Beacon Pointe Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
US BANCORP \DE\ 110.00%0.00%0.00%Q1 2020Q1 20201
Compass Ion Advisors, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
BOS Asset Management, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
SteelPeak Wealth, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Park Place Capital Corp 110.02%0.02%0.02%Q4 2022Q4 20221
Cornerstone Advisory, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Affinity Capital Advisors, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Aries Wealth Management 110.15%0.15%0.15%Q1 2022Q1 20221
Pallas Capital Advisors LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
Kingsview Wealth Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
M. Kulyk & Associates, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Shilanski & Associates, Inc. 110.19%0.19%0.19%Q3 2022Q3 20221
Manchester Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CreativeOne Wealth, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PATHSTONE FAMILY OFFICE, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Ellevest, Inc. 110.41%0.41%0.41%Q3 2023Q3 20231
External links

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