ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Municipal Employees' Retirement System of Michigan 12120.02%0.19%0.65%Q4 2020Q3 202312
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 12120.00%0.01%0.02%Q4 2020Q3 202312
NOTTINGHAM ADVISORS, INC. 12120.06%1.08%2.12%Q4 2020Q3 202312
JANE STREET GROUP, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
MORGAN STANLEY 920.00%0.00%0.00%Q4 2020Q3 202311
ENVESTNET ASSET MANAGEMENT INC 650.00%0.00%0.00%Q4 2020Q3 202311
Community Bank, N.A. 10100.00%0.24%0.43%Q1 2021Q2 202310
ROYAL BANK OF CANADA 720.00%0.00%0.00%Q2 2021Q3 20239
Janney Montgomery Scott LLC 540.00%0.01%0.01%Q2 2021Q3 20239
FLOW TRADERS U.S. LLC 510.02%0.06%0.12%Q2 2021Q3 20238
CWM, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
BANK OF AMERICA CORP /DE/ 880.00%0.00%0.00%Q4 2021Q3 20238
SHEETS SMITH WEALTH MANAGEMENT 880.08%0.16%0.24%Q4 2021Q3 20238
BOSTON FINANCIAL MANGEMENT LLC 770.01%0.07%0.21%Q3 2021Q1 20237
OSAIC HOLDINGS, INC. 770.00%0.00%0.00%Q1 2022Q3 20237
BENJAMIN EDWARDS INC 660.88%1.14%1.67%Q2 2022Q3 20236
BENJAMIN F. EDWARDS & COMPANY, INC. 661.27%2.12%3.71%Q2 2022Q3 20236
BlackRock Inc. 330.00%0.00%0.00%Q1 2021Q2 20236
CONFLUENCE INVESTMENT MANAGEMENT LLC 660.22%0.37%0.61%Q2 2022Q3 20236
STIFEL FINANCIAL CORP 660.08%0.12%0.19%Q2 2022Q3 20236
HARBOUR INVESTMENTS, INC. 660.00%0.00%0.01%Q2 2022Q3 20236
Visionary Wealth Advisors 660.08%0.32%0.77%Q2 2022Q3 20236
Bank Julius Baer & Co. Ltd, Zurich 660.02%0.03%0.08%Q2 2022Q3 20236
WELLS FARGO & COMPANY/MN 410.00%0.00%0.00%Q1 2022Q2 20235
RAYMOND JAMES & ASSOCIATES 550.00%0.00%0.00%Q4 2020Q4 20215
LPL Financial LLC 550.00%0.00%0.01%Q4 2020Q4 20215
Atria Investments, Inc 440.02%0.03%0.05%Q4 2022Q3 20234
Mutual Advisors, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Global Retirement Partners, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
UBS Group AG 210.00%0.00%0.00%Q4 2021Q3 20234
Alaska Permanent Fund Corp 220.40%0.44%0.48%Q3 2022Q3 20234
VICTORY CAPITAL MANAGEMENT INC 330.00%0.01%0.01%Q1 2023Q3 20233
Citadel Advisors 210.00%0.00%0.00%Q4 2021Q1 20233
SWMG, LLC 330.49%0.73%1.05%Q4 2022Q2 20233
NEXT Financial Group, Inc 220.01%0.01%0.01%Q3 2021Q4 20212
WFA of San Diego, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
H. L. Ormond & Company, LLC 221.16%1.47%1.78%Q2 2022Q3 20222
Cetera Investment Advisers 110.01%0.01%0.01%Q4 2022Q4 20221
Columbus Macro, LLC 110.42%0.42%0.42%Q4 2022Q4 20221
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
Zuckerman Investment Group, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
USA FINANCIAL FORMULAS 110.01%0.01%0.01%Q4 2021Q4 20211
Farmer Steven Patrick 110.22%0.22%0.22%Q2 2022Q2 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
HCR Wealth Advisors 110.12%0.12%0.12%Q4 2020Q4 20201
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q3 2022Q3 20221
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q2 2023Q2 20231
Cetera Advisors LLC 110.01%0.01%0.01%Q4 2022Q4 20221
External links

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