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
WELLS FARGO & COMPANY/MN 18180.00%0.00%0.00%Q2 2019Q3 202318
BENJAMIN F. EDWARDS & COMPANY, INC. 17170.00%0.01%0.02%Q3 2019Q3 202317
Peloton Wealth Strategists 1610.13%0.17%0.30%Q2 2019Q3 202317
CENTRAL TRUST Co 17170.00%0.01%0.03%Q3 2019Q3 202317
Ameritas Investment Partners, Inc. 16160.00%0.02%0.03%Q4 2019Q3 202316
JANE STREET GROUP, LLC 810.00%0.00%0.01%Q2 2019Q3 202316
UBS Group AG 16160.00%0.00%0.00%Q4 2019Q3 202316
RAYMOND JAMES & ASSOCIATES 16160.00%0.00%0.00%Q4 2019Q3 202316
MORGAN STANLEY 16160.00%0.00%0.00%Q4 2019Q3 202316
CONFLUENCE INVESTMENT MANAGEMENT LLC 1510.00%0.07%0.10%Q3 2019Q3 202316
BANK OF AMERICA CORP /DE/ 16160.00%0.00%0.00%Q4 2019Q3 202316
CAPTRUST FINANCIAL ADVISORS 15150.00%0.03%0.07%Q1 2020Q3 202315
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 920.07%0.09%0.10%Q3 2019Q3 202315
Sandy Spring Bank 15150.00%0.03%0.05%Q1 2020Q3 202315
Heartwood Wealth Advisors LLC 1040.68%1.61%2.45%Q4 2019Q3 202314
ROYAL BANK OF CANADA 14140.00%0.00%0.00%Q2 2020Q3 202314
US BANCORP \DE\ 14140.00%0.01%0.02%Q2 2020Q3 202314
STIFEL FINANCIAL CORP 14140.00%0.00%0.00%Q3 2019Q4 202214
Asset Dedication, LLC 1020.00%0.01%0.07%Q4 2019Q3 202314
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13130.00%0.00%0.00%Q3 2020Q3 202313
MASSMUTUAL TRUST CO FSB/ADV 840.00%0.02%0.03%Q2 2020Q4 202312
Beacon Pointe Advisors, LLC 12120.00%0.02%0.05%Q1 2020Q4 202212
HighTower Advisors, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
Praetorian Wealth Management, Inc. 12120.24%1.12%1.75%Q4 2020Q3 202312
WRAPMANAGER INC 12120.08%0.10%0.12%Q4 2020Q3 202312
LPL Financial LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Archford Capital Strategies, LLC 11110.06%0.08%0.12%Q1 2021Q3 202311
Rockefeller Capital Management L.P. 810.00%0.00%0.00%Q1 2021Q3 20239
Vigilant Capital Management, LLC 990.00%0.00%0.00%Q2 2021Q2 20239
BlackRock Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
PHILLIPS FINANCIAL MANAGEMENT, LLC 880.04%0.05%0.06%Q4 2021Q3 20238
Stonebridge Capital Advisors LLC 880.04%0.05%0.06%Q4 2021Q3 20238
Citadel Advisors 620.00%0.00%0.00%Q1 2020Q1 20228
Bank of New Hampshire 770.05%0.06%0.08%Q1 2022Q3 20237
Legacy Private Trust Co. 770.08%0.13%0.18%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.00%0.01%0.01%Q2 2020Q4 20217
Raymond James Financial Services Advisors, Inc. 770.00%0.01%0.02%Q1 2022Q3 20237
First National Bank of South Miami 770.03%0.04%0.09%Q4 2020Q2 20227
Stephens Consulting, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
CGN Advisors LLC 660.21%0.26%0.29%Q4 2020Q1 20226
MERCER GLOBAL ADVISORS INC /ADV 660.00%0.02%0.06%Q2 2022Q3 20236
Cornell Pochily Investment Advisors, Inc. 660.19%0.20%0.21%Q2 2022Q3 20236
HARBOUR INVESTMENTS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
AMERIPRISE FINANCIAL INC 550.00%0.00%0.00%Q3 2022Q3 20235
Royal Harbor Partners, LLC 550.36%0.46%0.50%Q3 2022Q3 20235
Capital Investment Advisors, LLC 550.01%0.02%0.02%Q4 2022Q4 20235
COMMONWEALTH EQUITY SERVICES, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 550.50%0.53%0.54%Q3 2022Q3 20235
BENJAMIN EDWARDS INC 410.00%0.00%0.01%Q3 2019Q4 20205
WealthBridge Capital Management, LLC 440.09%0.10%0.11%Q4 2022Q3 20234
Bradley & Co. Private Wealth Management, LLC 440.03%0.05%0.13%Q1 2021Q4 20214
HENGEHOLD CAPITAL MANAGEMENT LLC 441.19%1.27%1.32%Q4 2022Q3 20234
Cambridge Investment Research Advisors, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
OSAIC HOLDINGS, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Signature Wealth Management Group 440.17%0.37%0.47%Q3 2022Q2 20234
Klingman & Associates, LLC 440.06%0.08%0.11%Q4 2022Q3 20234
Stratos Wealth Advisors, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Paradigm, Strategies in Wealth Management, LLC 440.18%0.21%0.24%Q4 2022Q3 20234
THRIVENT FINANCIAL FOR LUTHERANS 440.00%0.00%0.00%Q4 2022Q3 20234
CLIENT 1ST ADVISORY GROUP, LLC 440.28%0.30%0.32%Q4 2022Q3 20234
IFP Advisors, Inc 440.01%0.02%0.03%Q3 2022Q2 20234
Retirement Group, LLC 440.04%0.04%0.05%Q2 2020Q1 20214
PNC FINANCIAL SERVICES GROUP, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
FLOW TRADERS U.S. LLC 210.02%0.04%0.05%Q4 2019Q3 20234
Garden State Investment Advisory Services LLC 440.21%0.32%0.43%Q4 2022Q3 20234
Valmark Advisers, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
Newman Dignan & Sheerar, Inc. 440.07%0.08%0.08%Q4 2022Q3 20234
Fortune 45 LLC 330.41%0.68%0.87%Q4 2021Q2 20223
Roof Eidam Maycock Peralta, LLC 330.14%0.21%0.25%Q1 2023Q3 20233
Evergreen Wealth Solutions, LLC 330.41%0.50%0.58%Q1 2023Q3 20233
Cetera Investment Advisers 330.00%0.00%0.00%Q1 2023Q3 20233
Baird Financial Group, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
CWM, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Gateway Advisory, LLC 330.30%0.31%0.32%Q1 2023Q3 20233
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q4 2020Q3 20233
COLONY GROUP LLC 330.00%0.01%0.01%Q1 2023Q3 20233
CAPITAL ONE FINANCIAL CORP 330.03%0.03%0.03%Q1 2020Q3 20203
SELDON CAPITAL LP 220.01%0.01%0.01%Q4 2021Q1 20222
Parallel Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Steward Partners Investment Advisory, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
OLD MISSION CAPITAL LLC 220.01%0.01%0.01%Q2 2022Q3 20222
ENVESTNET ASSET MANAGEMENT INC 220.01%0.01%0.01%Q2 2023Q3 20232
Prosperity Planning, Inc. 220.02%0.02%0.02%Q1 2022Q2 20222
Cetera Advisor Networks LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Sound View Wealth Advisors Group, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Corient Private Wealth LLC 220.02%0.02%0.02%Q2 2023Q3 20232
TimeScale Financial, Inc. 220.01%0.01%0.01%Q1 2020Q2 20202
Advisory Services Network, LLC 110.00%0.00%0.00%Q4 2020Q2 20212
SENTINEL PENSION ADVISORS INC 110.29%0.29%0.29%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
American Portfolios Advisors 110.05%0.05%0.05%Q3 2022Q3 20221
Hills Bank & Trust Co 110.34%0.34%0.34%Q3 2023Q3 20231
Andesa Financial Management Inc. 110.24%0.24%0.24%Q2 2020Q2 20201
Kathmere Capital Management, LLC 110.39%0.39%0.39%Q3 2023Q3 20231
Stratos Wealth Partners, LTD. 110.01%0.01%0.01%Q3 2023Q3 20231
Envision Financial Planning, LLC 112.67%2.67%2.67%Q3 2023Q3 20231
Beacon Pointe Wealth Advisors, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Private Portfolio Partners LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Addison Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LMCG INVESTMENTS, LLC 110.11%0.11%0.11%Q1 2022Q1 20221
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MONECO Advisors, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
Granite Bay Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
CAPITAL ONE, NATIONAL ASSOCIATION 110.03%0.03%0.03%Q4 2019Q4 20191
COLDSTREAM CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q2 2023Q2 20231
Lido Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Farmer Steven Patrick 110.10%0.10%0.10%Q2 2022Q2 20221
Janney Montgomery Scott LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q3 2023Q3 20231
BerganKDV Wealth Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
External links

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