Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2024 | 32 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.09% | 0.24% | Q2 2019 | Q2 2024 | 21 |
CWM, LLC | 11 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2024 | 21 |
ROYAL BANK OF CANADA | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2024 | 20 |
WELLS FARGO & COMPANY/MN | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2024 | 19 |
OSAIC HOLDINGS, INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2024 | 17 |
BANK OF AMERICA CORP /DE/ | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2024 | 17 |
JANE STREET GROUP, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2024 | 16 |
COMMONWEALTH EQUITY SERVICES, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2024 | 16 |
MORGAN STANLEY | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2024 | 16 |
LPL Financial LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2024 | 16 |
PNC FINANCIAL SERVICES GROUP, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2024 | 15 |
TCG Advisory Services, LLC | 15 | 15 | 0.02% | 0.24% | 0.45% | Q4 2020 | Q2 2024 | 15 |
Geneos Wealth Management Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2024 | 15 |
FMR LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2024 | 15 |
Cambridge Investment Research Advisors, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2024 | 15 |
BANK OF MONTREAL /CAN/ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2024 | 15 |
Parkside Financial Bank & Trust | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2024 | 15 |
Kestra Advisory Services, LLC | 15 | 15 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q2 2024 | 15 |
Spire Wealth Management | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 14 |
UBS Group AG | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2024 | 14 |
Raymond James Financial Services Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 14 |
AMERIPRISE FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 14 |
US BANCORP \DE\ | 11 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2024 | 14 |
Bay Harbor Wealth Management, LLC | 10 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2024 | 14 |
Allworth Financial LP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 14 |
Creative Planning | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2024 | 14 |
Laidlaw Wealth Management LLC | 7 | 6 | 0.04% | 0.13% | 0.27% | Q1 2021 | Q2 2024 | 13 |
MCF Advisors LLC | 10 | 3 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q2 2024 | 13 |
MONUMENTAL FINANCIAL GROUP INC. | 13 | 13 | 0.74% | 1.89% | 2.90% | Q1 2021 | Q1 2024 | 13 |
Tradition Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2023 | 13 |
HighTower Advisors, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 13 |
HARBOUR INVESTMENTS, INC. | 9 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2024 | 13 |
Steward Partners Investment Advisory, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 13 |
ENVESTNET ASSET MANAGEMENT INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2024 | 13 |
Westside Investment Management, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2024 | 12 |
Baystate Wealth Management LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 12 |
Better Money Decisions, LLC | 12 | 12 | 0.23% | 0.29% | 0.37% | Q1 2021 | Q4 2023 | 12 |
MML INVESTORS SERVICES, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 12 |
Plante Moran Financial Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 12 |
North Star Investment Management Corp. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Sandy Spring Bank | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Ancora Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Wealthfront Advisers LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 12 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 12 |
PSI Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.08% | Q3 2021 | Q2 2024 | 12 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2024 | 12 |
Glassman Wealth Services | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2024 | 11 |
TRUIST FINANCIAL CORP | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
GOLDMAN SACHS GROUP INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
Cetera Advisor Networks LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2023 | 11 |
PFS Partners, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2024 | 11 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 11 |
SouthState Corp | 6 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 11 |
NATIONAL BANK OF CANADA /FI/ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
Merit Financial Group, LLC | 10 | 10 | 0.01% | 0.08% | 0.22% | Q1 2022 | Q2 2024 | 10 |
Global Retirement Partners, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 10 |
Financial Architects, Inc | 6 | 4 | 0.08% | 0.34% | 0.49% | Q4 2020 | Q2 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Kistler-Tiffany Companies, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 10 |
Apollon Wealth Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q1 2024 | 10 |
TCI Wealth Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
GHP Investment Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 10 |
IFP Advisors, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 10 |
Highland Financial Advisors, LLC | 9 | 9 | 0.09% | 0.21% | 0.28% | Q2 2022 | Q2 2024 | 9 |
AlphaMark Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2024 | 9 |
American Portfolios Advisors | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 9 |
Avior Wealth Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2024 | 9 |
CAPTRUST FINANCIAL ADVISORS | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Larson Financial Group LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 9 |
Traynor Capital Management, Inc. | 9 | 9 | 0.04% | 0.10% | 0.14% | Q4 2020 | Q4 2022 | 9 |
Carmichael Hill & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2023 | 9 |
City State Bank | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 9 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2023 | 9 |
SOA Wealth Advisors, LLC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 9 |
Sargent Bickham Lagudis LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
RAYMOND JAMES & ASSOCIATES | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
Kingsview Wealth Management, LLC | 8 | 8 | 0.03% | 0.07% | 0.10% | Q1 2021 | Q4 2022 | 8 |
Rockefeller Capital Management L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
JNBA Financial Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2024 | 8 |
JPMORGAN CHASE & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 8 |
HAZLETT, BURT & WATSON, INC. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q4 2023 | 8 |
AdvisorNet Financial, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q1 2024 | 7 |
Bartlett & Co. LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 7 |
Bogart Wealth, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Farther Finance Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2024 | 7 |
STIFEL FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
NewEdge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
ARMSTRONG ADVISORY GROUP, INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
BARTLETT & CO. WEALTH MANAGEMENT LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 7 |
Evolution Advisers, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
Mascoma Wealth Management LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2024 | 7 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
New England Private Wealth Advisors LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q2 2022 | 7 |
Kovack Advisors, Inc. | 5 | 1 | 0.02% | 0.04% | 0.08% | Q1 2021 | Q1 2023 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 6 |
Carl P. Sherr & Co., LLC | 6 | 6 | 0.21% | 0.38% | 0.53% | Q1 2021 | Q2 2022 | 6 |
Smithfield Trust Co | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2024 | 6 |
Destiny Wealth Partners, LLC | 6 | 6 | 0.42% | 0.47% | 0.53% | Q4 2022 | Q1 2024 | 6 |
Lumature Wealth Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Florin Court Capital LLP | 6 | 6 | 0.26% | 0.68% | 1.25% | Q4 2020 | Q1 2022 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 6 |
H&H Retirement Design & Management INC | 6 | 6 | 0.51% | 0.54% | 0.65% | Q1 2023 | Q2 2024 | 6 |
Cordasco Financial Network | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2022 | 6 |
MORRIS FINANCIAL CONCEPTS, INC. | 6 | 6 | 0.01% | 0.02% | 0.04% | Q1 2023 | Q2 2024 | 6 |
EATON VANCE MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Corbenic Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
WealthShield Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2024 | 6 |
Tyler-Stone Wealth Management | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q1 2024 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2024 | 6 |
VALLEY NATIONAL ADVISERS INC | 6 | 6 | 0.00% | 0.04% | 0.08% | Q3 2022 | Q4 2023 | 6 |
WR Wealth Planners, LLC | 6 | 6 | 0.02% | 0.20% | 0.34% | Q1 2023 | Q2 2024 | 6 |
Edge Capital Group, LLC | 6 | 6 | 0.02% | 0.12% | 0.22% | Q1 2021 | Q2 2022 | 6 |
CX Institutional | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q2 2024 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
TD Waterhouse Canada Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
BlackRock Finance, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Venturi Wealth Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 5 |
J.W. COLE ADVISORS, INC. | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 5 |
Arkadios Wealth Advisors | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
LINCOLN NATIONAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
360 Financial, Inc. | 5 | 5 | 3.50% | 3.64% | 3.80% | Q1 2021 | Q1 2022 | 5 |
Family Asset Management, LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q4 2023 | 5 |
Veritable, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2024 | 5 |
CoreCap Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 5 |
Almanack Investment Partners, LLC. | 5 | 5 | 0.02% | 0.04% | 0.04% | Q3 2021 | Q3 2022 | 5 |
Pathway Financial Advisers, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2024 | 5 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
Peoples Bank/KS | 4 | 4 | 0.06% | 0.08% | 0.12% | Q3 2023 | Q2 2024 | 4 |
Crewe Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q1 2024 | 4 |
Laurel Wealth Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
AE Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
ENTERPRISE FINANCIAL SERVICES CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Fortis Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Carroll Financial Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
NBC SECURITIES, INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2023 | Q2 2024 | 4 |
Bickling Financial Services, Inc. | 4 | 4 | 0.09% | 0.11% | 0.13% | Q2 2021 | Q1 2022 | 4 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
COMERICA BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
Advisory Alpha, LLC | 2 | 2 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 4 |
Spearhead Capital Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
First Horizon Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Ironwood Financial, llc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.21% | 0.78% | 1.10% | Q1 2023 | Q3 2023 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Glen Eagle Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Orion Portfolio Solutions, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
PRINCIPAL SECURITIES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Biltmore Family Office, LLC | 3 | 3 | 0.24% | 0.28% | 0.32% | Q4 2023 | Q2 2024 | 3 |
Cerity Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 3 |
Versant Capital Management, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Ridgewood Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 3 |
Fisher Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Federation des caisses Desjardins du Quebec | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 3 |
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Pensionmark Financial Group, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q2 2022 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Baird Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
WADE G W & INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SCOTIA CAPITAL INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Hilltop National Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
Qube Research & Technologies Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Belvedere Trading LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q1 2021 | 2 |
HAP Trading, LLC | 2 | 2 | 0.18% | 0.20% | 0.21% | Q1 2022 | Q2 2022 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 2 |
CITIGROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Sentinus, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q2 2023 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q4 2023 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Navigation Wealth Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Firestone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pacific Capital Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Nvest Financial, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2023 | Q1 2023 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Lynx Investment Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Able Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
D. E. Shaw & Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2024 | Q2 2024 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Caitlin John, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TCG Advisors, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PFC CAPITAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
S.C. Financial Services, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2021 | Q4 2021 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Phoenix Wealth Advisors | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q2 2022 | Q2 2022 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.