ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 19190.00%0.00%0.00%Q1 2019Q3 202319
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.00%0.00%Q1 2020Q3 202315
UBS Group AG 1010.00%0.00%0.00%Q4 2019Q3 202314
JANE STREET GROUP, LLC 720.00%0.00%0.00%Q1 2020Q2 202311
Citadel Advisors 610.00%0.00%0.00%Q1 2019Q1 202311
BANK OF AMERICA CORP /DE/ 11110.00%0.00%0.00%Q1 2021Q3 202311
OLD MISSION CAPITAL LLC 910.01%0.05%0.14%Q1 2021Q3 202310
OSAIC HOLDINGS, INC. 990.00%0.00%0.00%Q3 2021Q3 20239
CSS LLC/IL 990.01%0.04%0.06%Q3 2021Q3 20239
STIFEL FINANCIAL CORP 990.00%0.00%0.00%Q3 2021Q3 20239
WELLS FARGO & COMPANY/MN 540.00%0.00%0.00%Q2 2021Q3 20239
FEDERATED HERMES, INC. 770.00%0.00%0.00%Q1 2022Q3 20237
GOLDMAN SACHS GROUP INC 770.00%0.00%0.00%Q1 2022Q3 20237
BLAIR WILLIAM & CO/IL 770.00%0.00%0.00%Q1 2022Q3 20237
BlackRock Inc. 770.00%0.00%0.00%Q1 2019Q3 20207
Lansing Street Advisors 660.04%0.43%2.18%Q1 2022Q2 20236
ROYAL BANK OF CANADA 320.00%0.00%0.00%Q1 2022Q3 20235
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q3 2020Q4 20224
FLOW TRADERS U.S. LLC 310.03%0.04%0.06%Q1 2022Q3 20234
Merriman Wealth Management, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
IFP Advisors, Inc 440.00%0.00%0.00%Q4 2022Q3 20234
Municipal Employees' Retirement System of Michigan 331.21%1.63%1.86%Q1 2023Q3 20233
ATLAS CAPITAL ADVISORS LLC 330.00%0.00%0.01%Q2 2021Q4 20213
Litman Gregory Wealth Management LLC 330.04%0.06%0.09%Q2 2021Q4 20213
AE Wealth Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
LPL Financial LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Barry Investment Advisors, LLC 220.07%0.08%0.08%Q2 2023Q3 20232
Cetera Investment Advisers 220.01%0.01%0.01%Q2 2023Q3 20232
Trek Financial, LLC 220.03%0.07%0.10%Q2 2023Q3 20232
NATIONAL BANK OF CANADA /FI/ 220.00%0.00%0.00%Q4 2021Q1 20222
COMMONWEALTH EQUITY SERVICES, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
NewEdge Advisors, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
CIBC WORLD MARKET INC. 220.00%0.00%0.00%Q2 2023Q3 20232
OPPENHEIMER & CO INC 220.01%0.01%0.01%Q2 2023Q3 20232
Gemmer Asset Management LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Raymond James Financial Services Advisors, Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
Perigon Wealth Management, LLC 220.03%0.06%0.08%Q2 2023Q3 20232
Solstein Capital, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
ALTFEST L J & CO INC 110.61%0.61%0.61%Q1 2021Q1 20211
US BANCORP \DE\ 110.00%0.00%0.00%Q3 2023Q3 20231
WEALTHSOURCE PARTNERS, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Capasso Planning Partners LLC 110.19%0.19%0.19%Q3 2023Q3 20231
MARSHALL WACE, LLP 110.00%0.00%0.00%Q2 2023Q2 20231
AQR Capital Management 110.00%0.00%0.00%Q3 2023Q3 20231
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q1 2022Q1 20221
Sigma Planning Corp 110.02%0.02%0.02%Q3 2023Q3 20231
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Consolidated Portfolio Review Corp 110.09%0.09%0.09%Q3 2023Q3 20231
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q3 2023Q3 20231
L.M. KOHN & COMPANY 110.12%0.12%0.12%Q3 2023Q3 20231
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Harvest Fund Management Co., Ltd 110.02%0.02%0.02%Q3 2023Q3 20231
FMR LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Scion Asset Management 110.02%0.02%0.02%Q2 2023Q2 20231
FOREFRONT WEALTH MANAGEMENT INC. 111.59%1.59%1.59%Q3 2023Q3 20231
Mirae Asset Global Investments Co., Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
OSTRUM ASSET MANAGEMENT 110.29%0.29%0.29%Q3 2023Q3 20231
Sunbelt Securities, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
FIL Ltd 110.02%0.02%0.02%Q3 2023Q3 20231
AXXCESS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
PFG Advisors 110.04%0.04%0.04%Q2 2023Q2 20231
TradeLink Capital LLC 113.32%3.32%3.32%Q1 2022Q1 20221
MORGAN STANLEY 110.00%0.00%0.00%Q1 2020Q1 20201
External links

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