ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 20200.00%0.00%0.00%Q4 2018Q3 202320
ROYAL BANK OF CANADA 19190.00%0.00%0.00%Q1 2019Q3 202319
BANK OF AMERICA CORP /DE/ 19190.00%0.00%0.00%Q1 2019Q3 202319
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
UBS Group AG 18180.00%0.00%0.00%Q2 2019Q3 202318
ASSETMARK, INC 17170.00%0.00%0.01%Q3 2019Q3 202317
Financial Architects, Inc 1340.05%0.13%0.18%Q1 2019Q2 202317
Advisory Services Network, LLC 16160.02%0.03%0.04%Q4 2019Q3 202316
JANE STREET GROUP, LLC 1420.00%0.00%0.01%Q3 2019Q3 202316
WELLS FARGO & COMPANY/MN 880.00%0.00%0.00%Q3 2019Q3 202316
COMMONWEALTH EQUITY SERVICES, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
Stewardship Advisors, LLC 16161.04%1.54%1.95%Q4 2019Q3 202316
Smithfield Trust Co 15150.00%0.00%0.01%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
IFP Advisors, Inc 14140.00%0.00%0.00%Q1 2020Q2 202314
LFA - Lugano Financial Advisors SA 14140.18%0.30%0.58%Q2 2020Q3 202314
Cambridge Investment Research Advisors, Inc. 1130.00%0.00%0.00%Q1 2020Q3 202314
LPL Financial LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Mascoma Wealth Management LLC 1210.01%0.20%0.51%Q2 2019Q3 202313
Berger Financial Group, Inc 12120.13%0.36%1.12%Q4 2020Q3 202312
NICOLA WEALTH MANAGEMENT LTD. 1110.09%0.65%1.21%Q4 2019Q1 202312
Bank Julius Baer & Co. Ltd, Zurich 12120.01%0.01%0.02%Q4 2020Q3 202312
Sargent Bickham Lagudis LLC 12120.01%0.01%0.02%Q1 2020Q4 202212
FLOW TRADERS U.S. LLC 1020.01%0.05%0.08%Q1 2020Q2 202312
Ameritas Investment Partners, Inc. 12120.00%0.01%0.01%Q4 2020Q3 202312
Creative Planning 12120.00%0.00%0.00%Q4 2020Q3 202312
Betterment LLC 12120.05%0.12%0.14%Q4 2020Q3 202312
Raymond James Financial Services Advisors, Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
Larson Financial Group LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 11110.02%0.03%0.09%Q1 2021Q3 202311
Steward Partners Investment Advisory, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
ENVESTNET ASSET MANAGEMENT INC 11110.00%0.00%0.01%Q1 2021Q3 202311
Blue Barn Wealth, LLC 10100.48%0.58%0.81%Q2 2021Q3 202310
CAPTRUST FINANCIAL ADVISORS 640.00%0.00%0.00%Q1 2021Q3 202310
Tradition Wealth Management, LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
Dynamic Advisor Solutions LLC 640.02%0.05%0.14%Q2 2020Q3 202310
Spire Wealth Management 990.00%0.00%0.00%Q3 2021Q3 20239
MERCER GLOBAL ADVISORS INC /ADV 990.00%0.01%0.04%Q3 2021Q3 20239
Kestra Advisory Services, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Laurel Wealth Planning LLC 990.17%1.40%1.86%Q3 2021Q3 20239
WEDBUSH SECURITIES INC 990.03%0.07%0.19%Q3 2019Q3 20219
HighTower Advisors, LLC 810.00%0.00%0.00%Q1 2021Q3 20239
KESTRA PRIVATE WEALTH SERVICES, LLC 720.01%0.12%0.24%Q1 2021Q3 20239
Wealthfront Advisers LLC 990.00%0.00%0.00%Q3 2021Q3 20239
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Tanager Wealth Management LLP 880.10%0.15%0.20%Q4 2021Q3 20238
Walkner Condon Financial Advisors LLC 710.16%0.23%0.28%Q2 2021Q3 20238
MML INVESTORS SERVICES, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
PrairieView Partners, LLC 880.00%0.04%0.07%Q4 2021Q3 20238
Baldrige Asset Management LLC 880.00%0.01%0.02%Q2 2021Q1 20238
KilterHowling LLC 880.20%0.99%5.92%Q4 2021Q3 20238
Omega Financial Group, LLC 880.10%0.24%0.36%Q4 2021Q3 20238
HSBC HOLDINGS PLC 880.00%0.01%0.01%Q4 2021Q3 20238
Clearstead Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Cetera Advisor Networks LLC 880.02%0.03%0.04%Q4 2021Q3 20238
M Financial Asset Management, Inc. 880.02%0.03%0.04%Q2 2021Q1 20238
MORGAN STANLEY 880.00%0.00%0.00%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Morton Brown Family Wealth, LLC 880.04%0.05%0.06%Q4 2021Q3 20238
STIFEL FINANCIAL CORP 770.00%0.00%0.00%Q3 2020Q1 20227
GRAND WEALTH MANAGEMENT, LLC 520.00%0.05%0.11%Q4 2021Q3 20237
Trust Co 770.00%0.01%0.01%Q1 2022Q3 20237
CENTRAL TRUST Co 770.00%0.01%0.02%Q4 2020Q2 20227
HALBERT HARGROVE GLOBAL ADVISORS, LLC 770.02%0.02%0.02%Q1 2022Q3 20237
RETIREMENT CAPITAL STRATEGIES 410.15%1.13%4.00%Q2 2019Q3 20237
FundX Investment Group, LLC 770.02%0.45%0.76%Q2 2020Q4 20217
HERITAGE WEALTH MANAGEMENT, LLC 430.02%0.02%0.02%Q1 2021Q4 20227
AdvisorNet Financial, Inc 770.01%0.01%0.02%Q1 2022Q3 20237
GPS Wealth Strategies Group, LLC 430.00%0.00%0.00%Q4 2021Q3 20237
REILLY FINANCIAL ADVISORS, LLC 770.00%0.00%0.00%Q2 2020Q4 20217
Vanguard Personalized Indexing Management, LLC 770.01%0.03%0.07%Q3 2020Q1 20227
Citadel Advisors 330.00%0.00%0.00%Q1 2021Q3 20226
Coston, McIsaac & Partners 660.00%0.00%0.01%Q2 2022Q3 20236
Better Money Decisions, LLC 660.31%0.49%0.67%Q2 2022Q3 20236
JFG Wealth Management, LLC 410.07%0.09%0.12%Q3 2020Q3 20236
Johnson Financial Group, LLC 420.04%0.06%0.08%Q1 2021Q3 20236
NEXT Financial Group, Inc 660.00%0.01%0.01%Q3 2020Q4 20216
Epstein & White Financial LLC 660.10%0.12%0.13%Q1 2020Q2 20216
McClarren Financial Advisors, Inc. 660.11%0.12%0.14%Q4 2020Q1 20226
Archer Investment Corp 320.01%0.02%0.03%Q4 2020Q3 20235
Charter Oak Capital Management, LLC 550.01%0.02%0.02%Q2 2021Q2 20225
THRIVENT FINANCIAL FOR LUTHERANS 550.00%0.00%0.00%Q3 2022Q3 20235
Patriot Financial Group Insurance Agency, LLC 550.00%0.00%0.00%Q2 2021Q2 20225
Global Wealth Strategies & Associates 550.00%0.00%0.00%Q4 2022Q4 20235
Vontobel Holding Ltd. 550.00%0.00%0.01%Q3 2022Q3 20235
AMERIPRISE FINANCIAL INC 550.00%0.00%0.00%Q3 2022Q3 20235
Brio Consultants, LLC 550.07%0.07%0.08%Q3 2022Q3 20235
Falcon Wealth Planning 440.06%0.08%0.10%Q4 2022Q3 20234
FRANKLIN RESOURCES INC 440.00%0.00%0.00%Q4 2022Q3 20234
Francis Financial, Inc. 440.33%3.64%5.42%Q4 2022Q3 20234
OLD MISSION CAPITAL LLC 310.01%0.01%0.01%Q1 2021Q4 20224
BBJS FINANCIAL ADVISORS, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
JPMORGAN CHASE & CO 210.00%0.00%0.00%Q4 2018Q3 20234
American Portfolios Advisors 440.00%0.00%0.00%Q3 2020Q2 20214
Cardinal Point Capital Management ULC 440.16%0.19%0.21%Q4 2022Q3 20234
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Horan Securities, Inc. 440.02%0.02%0.02%Q3 2022Q2 20234
Aprio Wealth Management, LLC 440.14%0.16%0.21%Q4 2022Q3 20234
Carr Financial Group Corp 440.26%0.30%0.35%Q4 2022Q3 20234
Advisory Alpha, LLC 210.01%0.01%0.01%Q4 2019Q3 20203
WFA of San Diego, LLC 210.04%0.05%0.05%Q4 2022Q3 20233
Carroll Financial Associates, Inc. 330.00%0.00%0.01%Q2 2021Q4 20213
Live Oak Investment Partners 330.04%0.04%0.04%Q4 2022Q2 20233
SHINE INVESTMENT ADVISORY SERVICES INC 330.00%0.00%0.00%Q1 2020Q3 20203
WealthShield Partners, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.19%0.19%0.20%Q1 2023Q3 20233
Abacus Wealth Partners, LLC 330.10%1.09%1.68%Q4 2020Q2 20213
COLDSTREAM CAPITAL MANAGEMENT INC 330.01%0.01%0.02%Q4 2021Q2 20223
Bartlett & Co. LLC 330.00%0.00%0.00%Q2 2023Q4 20233
PFS INVESTMENTS INC. 330.05%0.06%0.06%Q4 2022Q2 20233
Capital Asset Advisory Services LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Mutual Advisors, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Personal Capital Advisors Corp 330.20%0.20%0.22%Q2 2022Q4 20223
PFG Investments, LLC 330.06%0.06%0.07%Q1 2023Q3 20233
Lido Advisors, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
PRUDENTIAL PLC 330.00%0.00%0.00%Q3 2020Q1 20213
Watson Rebecca 330.18%0.18%0.20%Q1 2020Q3 20203
Raleigh Capital Management Inc. 330.02%0.02%0.02%Q1 2022Q3 20223
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q1 2021Q2 20222
Carnegie Capital Asset Management, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
SG Americas Securities, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
LADENBURG THALMANN FINANCIAL SERVICES INC. 220.00%0.00%0.00%Q3 2019Q4 20192
Burt Wealth Advisors 220.00%0.00%0.00%Q3 2020Q4 20202
Lokken Investment Group LLC 220.21%0.22%0.24%Q3 2021Q4 20212
Baird Financial Group, Inc. 220.00%0.00%0.00%Q4 2020Q1 20212
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 220.00%0.00%0.00%Q2 2023Q3 20232
Allworth Financial LP 220.00%0.00%0.00%Q2 2023Q3 20232
Atria Wealth Solutions, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
FMR LLC 110.00%0.00%0.00%Q1 2021Q1 20222
BlackRock Inc. 110.00%0.00%0.00%Q2 2019Q3 20212
Cardinal Point Wealth Management Partners, LLC 220.16%0.16%0.17%Q2 2022Q3 20222
Cetera Investment Advisers 220.00%0.00%0.00%Q2 2023Q3 20232
Brookstone Capital Management 220.05%0.06%0.06%Q2 2020Q3 20202
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q2 2022Q2 20221
HRT FINANCIAL LP 110.01%0.01%0.01%Q2 2020Q2 20201
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Ellevest, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Private Advisor Group, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Evergreen Wealth Solutions, LLC 110.25%0.25%0.25%Q4 2021Q4 20211
Grey Fox Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Athanor Capital, LP 110.07%0.07%0.07%Q1 2020Q1 20201
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q2 2023Q2 20231
Advisor Group, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Lakewood Asset Management LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Clean Yield Group 110.00%0.00%0.00%Q4 2020Q4 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Abundance Wealth Counselors 110.01%0.01%0.01%Q1 2021Q1 20211
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Ten Capital Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
SHEETS SMITH WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2023Q3 20231
Bank of New York Mellon Corp 110.00%0.00%0.00%Q3 2023Q3 20231
EXANE DERIVATIVES 110.02%0.02%0.02%Q4 2019Q4 20191
Geneos Wealth Management Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Aries Wealth Management 110.10%0.10%0.10%Q1 2022Q1 20221
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
OLD MISSION CAPITAL, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
External links

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