ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
UNITED CAPITAL FINANCIAL ADVISORS, LLC 20200.01%0.01%0.02%Q4 2018Q3 202320
WELLS FARGO & COMPANY/MN 20200.00%0.00%0.00%Q4 2018Q3 202320
UBS Group AG 20200.00%0.00%0.01%Q4 2018Q3 202320
ROYAL BANK OF CANADA 20200.00%0.00%0.01%Q4 2018Q3 202320
BENJAMIN F. EDWARDS & COMPANY, INC. 20200.00%0.11%0.57%Q4 2018Q3 202320
ENVESTNET ASSET MANAGEMENT INC 20200.00%0.00%0.01%Q4 2018Q3 202320
STIFEL FINANCIAL CORP 20200.00%0.01%0.06%Q4 2018Q3 202320
Sandy Spring Bank 19190.01%0.21%0.30%Q1 2019Q3 202319
MORGAN STANLEY 19190.00%0.00%0.01%Q1 2019Q3 202319
BENJAMIN EDWARDS INC 19190.11%0.31%1.60%Q1 2019Q3 202319
Bank of New York Mellon Corp 19190.00%0.00%0.00%Q1 2019Q3 202319
BANK OF AMERICA CORP /DE/ 19190.00%0.00%0.01%Q1 2019Q3 202319
Asset Dedication, LLC 19190.04%0.10%0.20%Q1 2019Q3 202319
Exchange Capital Management, Inc. 18180.05%0.07%0.10%Q2 2019Q3 202318
FinTrust Capital Advisors, LLC 18180.02%0.05%0.14%Q2 2019Q3 202318
BlackRock Inc. 990.00%0.00%0.00%Q3 2018Q3 202318
RAYMOND JAMES & ASSOCIATES 17170.00%0.00%0.01%Q3 2019Q3 202317
Signature Wealth Management Group 17171.25%1.62%2.24%Q2 2019Q2 202317
CENTRAL TRUST Co 17170.01%0.03%0.09%Q3 2019Q3 202317
Janney Montgomery Scott LLC 1060.00%0.01%0.02%Q3 2019Q3 202316
CONFLUENCE INVESTMENT MANAGEMENT LLC 16160.05%0.20%0.22%Q4 2018Q3 202216
Archford Capital Strategies, LLC 1150.07%0.19%0.34%Q1 2019Q3 202316
CAPTRUST FINANCIAL ADVISORS 16160.01%0.03%0.07%Q4 2019Q3 202316
PFG Private Wealth Management, LLC 16162.47%3.98%4.75%Q4 2019Q3 202316
Peloton Wealth Strategists 1510.21%1.47%2.51%Q3 2019Q3 202316
Capital Investment Advisors, LLC 1510.12%0.70%1.25%Q4 2019Q4 202316
Knights of Columbus Asset Advisors LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
JANE STREET GROUP, LLC 510.00%0.00%0.02%Q3 2018Q3 202316
ARROW FINANCIAL CORP 16160.02%0.44%1.31%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Raymond James Financial Services Advisors, Inc. 15150.00%0.01%0.01%Q1 2020Q3 202315
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 15150.00%0.00%0.00%Q1 2020Q3 202315
COMMONWEALTH EQUITY SERVICES, LLC 15150.00%0.01%0.03%Q1 2020Q3 202315
Cetera Advisors LLC 1410.00%0.01%0.01%Q1 2019Q3 202315
MCF Advisors LLC 870.03%0.06%0.29%Q4 2019Q3 202315
AMERIPRISE FINANCIAL INC 15150.00%0.00%0.00%Q1 2020Q3 202315
Mariner, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
HMS Capital Management, LLC 14140.10%0.13%0.28%Q1 2019Q2 202214
LPL Financial LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 14140.01%0.02%0.05%Q2 2020Q3 202314
TRUIST FINANCIAL CORP 14140.00%0.00%0.01%Q2 2020Q3 202314
US BANCORP \DE\ 14140.00%0.01%0.02%Q2 2020Q3 202314
Roble, Belko & Company, Inc 14140.05%0.06%0.08%Q2 2020Q3 202314
CGN Advisors LLC 13130.33%0.49%0.60%Q4 2020Q4 202313
Moisand Fitzgerald Tamayo, LLC 760.00%0.00%0.00%Q2 2020Q3 202313
Cypress Wealth Services, LLC 13130.07%0.10%0.14%Q3 2020Q3 202313
Steward Partners Investment Advisory, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Cambridge Investment Research Advisors, Inc. 850.00%0.00%0.01%Q3 2019Q3 202313
SIGMA INVESTMENT COUNSELORS INC 12120.77%1.40%1.66%Q4 2020Q3 202312
WRAPMANAGER INC 12120.46%0.55%0.69%Q4 2020Q3 202312
Kesler, Norman & Wride, LLC 12120.24%0.42%0.50%Q4 2020Q3 202312
Praetorian Wealth Management, Inc. 12120.38%0.84%1.32%Q4 2020Q3 202312
STEPHENS INC /AR/ 12120.00%0.00%0.01%Q3 2020Q2 202312
Wells Financial Advisors INC 12120.08%0.09%0.11%Q4 2020Q3 202312
Lee Financial Co 12120.03%0.12%0.18%Q4 2020Q3 202312
Allworth Financial LP 12120.00%0.00%0.00%Q4 2020Q3 202312
Timber Creek Capital Management LLC 11110.01%0.43%0.93%Q1 2019Q3 202111
Krilogy Financial LLC 11110.13%0.33%0.42%Q1 2021Q3 202311
Bradley & Co. Private Wealth Management, LLC 11110.47%1.00%1.53%Q1 2021Q3 202311
ASSOCIATED BANC-CORP 1010.02%0.06%0.08%Q4 2020Q3 202311
First National Bank of South Miami 920.01%0.02%0.06%Q1 2020Q1 202311
Iowa State Bank 11110.06%0.15%0.27%Q1 2021Q3 202311
4Thought Financial Group Inc. 11112.28%2.67%2.85%Q1 2021Q3 202311
LITTLE HOUSE CAPITAL LLC 10100.30%0.44%0.50%Q2 2021Q3 202310
BLAIR WILLIAM & CO/IL 10100.00%0.00%0.00%Q4 2020Q1 202310
Avestar Capital, LLC 990.21%0.33%0.48%Q1 2020Q1 20229
American Money Management, LLC 990.06%0.08%0.16%Q3 2021Q3 20239
Cetera Advisor Networks LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Kestra Advisory Services, LLC 720.00%0.00%0.02%Q2 2021Q3 20239
HARBOUR INVESTMENTS, INC. 630.00%0.00%0.00%Q1 2021Q3 20239
RVW Wealth, LLC 990.03%0.23%1.75%Q4 2021Q4 20239
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q1 2019Q4 20229
Matthew Goff Investment Advisor, LLC 991.03%1.42%1.77%Q3 2021Q3 20239
Segment Wealth Management, LLC 880.02%0.05%0.09%Q4 2021Q3 20238
Geneos Wealth Management Inc. 880.00%0.00%0.00%Q3 2020Q2 20228
Citadel Advisors 310.00%0.00%0.00%Q4 2018Q2 20238
Advisory Services Network, LLC 510.00%0.00%0.00%Q1 2019Q2 20218
Stokes Family Office, LLC 610.03%0.15%0.21%Q4 2019Q3 20237
OAK HARBOR WEALTH PARTNERS, LLC 770.00%0.04%0.05%Q1 2022Q3 20237
CABOT WEALTH MANAGEMENT INC 770.05%0.06%0.08%Q1 2022Q3 20237
First Horizon Advisors, Inc. 430.00%0.00%0.00%Q1 2021Q4 20227
Bank of New Hampshire 770.05%0.05%0.06%Q1 2022Q3 20237
American Portfolios Advisors 770.00%0.01%0.06%Q1 2021Q3 20227
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
Cornell Pochily Investment Advisors, Inc. 770.34%0.43%0.54%Q1 2022Q3 20237
Redwood Financial Network Corp 770.24%0.28%0.32%Q1 2022Q3 20237
Guidance Point Advisors, LLC 770.71%1.22%1.59%Q1 2022Q3 20237
CWM, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Aptus Capital Advisors, LLC 661.66%2.52%3.16%Q2 2022Q3 20236
CAPITAL ADVISORS INC/OK 661.09%1.21%1.26%Q2 2022Q3 20236
Snowden Capital Advisors LLC 660.02%0.04%0.10%Q2 2022Q3 20236
Klingman & Associates, LLC 661.17%1.80%2.13%Q2 2022Q3 20236
Mutual Advisors, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
VALLEY WEALTH MANAGERS, INC. 660.02%0.05%0.07%Q2 2022Q3 20236
WOODMONT INVESTMENT COUNSEL LLC 660.05%0.38%1.34%Q2 2022Q3 20236
Dorsey & Whitney Trust CO LLC 660.05%0.06%0.07%Q2 2022Q3 20236
Motley Fool Wealth Management, LLC 550.79%0.90%1.01%Q3 2019Q3 20205
TimeScale Financial, Inc. 550.00%0.00%0.01%Q2 2019Q2 20205
Retirement Group, LLC 410.01%0.05%0.08%Q4 2019Q1 20215
FULTON BREAKEFIELD BROENNIMAN LLC 550.05%0.10%0.13%Q3 2022Q3 20235
1ST SOURCE BANK 550.01%0.01%0.02%Q4 2020Q4 20215
Autus Asset Management, LLC 410.02%0.03%0.03%Q3 2020Q4 20215
Advisors Capital Management, LLC 550.18%0.34%0.55%Q3 2022Q3 20235
OLD MISSION CAPITAL LLC 550.01%0.07%0.22%Q3 2022Q3 20235
Kistler-Tiffany Companies, LLC 550.02%0.14%0.30%Q2 2022Q2 20235
BARRETT & COMPANY, INC. 550.01%0.03%0.05%Q3 2022Q3 20235
Legacy Private Trust Co. 550.04%0.05%0.08%Q2 2022Q2 20235
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Beacon Pointe Advisors, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Rockefeller Capital Management L.P. 440.00%0.03%0.04%Q4 2022Q3 20234
PRIVATE TRUST CO NA 440.00%0.00%0.00%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.00%0.02%0.05%Q4 2022Q3 20234
Element Wealth, LLC 440.06%0.10%0.13%Q4 2022Q3 20234
Robertson Stephens Wealth Management, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Laurel Wealth Advisors LLC 440.00%0.03%0.07%Q4 2022Q3 20234
IFP Advisors, Inc 440.02%0.07%0.11%Q4 2022Q3 20234
Granite Harbor Advisors, Inc. 440.34%0.35%0.35%Q4 2022Q3 20234
OPPENHEIMER ASSET MANAGEMENT INC. 440.00%0.00%0.00%Q1 2019Q4 20194
LYELL WEALTH MANAGEMENT, LP 440.30%0.36%0.42%Q4 2022Q3 20234
Y.D. More Investments Ltd 440.01%0.01%0.02%Q4 2022Q3 20234
Advisor Group, Inc. 440.00%0.00%0.00%Q1 2019Q4 20194
Private Advisor Group, LLC 440.00%0.00%0.01%Q2 2020Q1 20214
Keystone Wealth Services, LLC 440.14%0.20%0.23%Q4 2022Q3 20234
Venture Visionary Partners LLC 440.35%0.48%0.53%Q4 2022Q3 20234
Stratos Wealth Advisors, LLC 440.07%0.14%0.26%Q4 2022Q3 20234
PSI Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Masso Torrence Wealth Management Inc. 440.34%0.38%0.41%Q4 2022Q3 20234
Keeler Thomas Management LLC 440.45%1.81%2.34%Q4 2022Q3 20234
Foundation Wealth Management, LLC 441.17%1.34%1.54%Q4 2022Q3 20234
Legacy CG, LLC 440.31%1.66%2.13%Q4 2021Q3 20224
Wealth Advisory Solutions, LLC 440.24%0.35%0.52%Q4 2019Q3 20204
Alaska Wealth Advisors 330.00%0.00%0.00%Q1 2023Q3 20233
Willis Johnson & Associates, Inc. 330.02%0.03%0.03%Q1 2023Q3 20233
HAMEL ASSOCIATES, INC. 330.22%0.84%1.23%Q1 2023Q3 20233
HOWLAND CAPITAL MANAGEMENT LLC 330.02%0.06%0.12%Q1 2023Q3 20233
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Freedom Investment Management, Inc. 330.06%0.07%0.07%Q1 2021Q3 20213
BRANDYWINE OAK PRIVATE WEALTH LLC 332.20%2.23%2.26%Q2 2020Q4 20203
BUCKINGHAM STRATEGIC PARTNERS, LLC 330.02%0.03%0.05%Q4 2021Q2 20223
MV CAPITAL MANAGEMENT, INC. 330.42%0.86%1.38%Q1 2023Q3 20233
EP Wealth Advisors, LLC 330.01%0.04%0.05%Q1 2023Q3 20233
Platte River Wealth Advisors, LLC 331.83%2.01%2.13%Q1 2023Q3 20233
BOSTON ADVISORS LLC 330.02%0.03%0.03%Q1 2019Q3 20193
Great Diamond Partners, LLC 330.88%0.91%0.97%Q1 2023Q3 20233
Gateway Advisory, LLC 331.79%2.96%3.63%Q1 2023Q3 20233
MONECO Advisors, LLC 330.69%0.71%0.75%Q1 2023Q3 20233
Robbins Farley 330.02%0.02%0.03%Q1 2023Q3 20233
LADENBURG THALMANN FINANCIAL SERVICES INC. 330.00%0.00%0.00%Q2 2019Q4 20193
McGlone Suttner Wealth Management, Inc. 330.09%0.10%0.12%Q1 2023Q3 20233
Sound View Wealth Advisors Group, LLC 330.20%1.10%1.84%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
Stockman Wealth Management, Inc. 330.12%0.13%0.16%Q1 2023Q3 20233
Strata Wealth Advisors, LLC 210.17%0.18%0.19%Q4 2022Q3 20233
Parallel Advisors, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Rehmann Capital Advisory Group 210.00%0.01%0.03%Q1 2019Q2 20203
Evergreen Wealth Solutions, LLC 331.21%1.30%1.36%Q1 2023Q3 20233
Carmichael Hill & Associates, Inc. 330.01%0.01%0.01%Q3 2022Q1 20233
HUNTINGTON NATIONAL BANK 330.00%0.00%0.00%Q1 2022Q3 20223
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Bartlett & Co. LLC 330.00%0.00%0.00%Q2 2023Q4 20233
Stephens Consulting, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Front Row Advisors LLC 330.02%0.02%0.02%Q1 2023Q3 20233
MEITAV INVESTMENT HOUSE LTD 330.01%0.02%0.02%Q1 2023Q3 20233
Paradigm, Strategies in Wealth Management, LLC 335.37%5.59%5.78%Q1 2023Q3 20233
Cherry Tree Wealth Management, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Lido Advisors, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
THRIVENT FINANCIAL FOR LUTHERANS 220.00%0.00%0.00%Q2 2023Q3 20232
1900 WEALTH MANAGEMENT LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Northwest Bancshares, Inc. 220.05%0.06%0.06%Q2 2020Q3 20202
Capital Analysts, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Grove Bank & Trust 220.00%0.00%0.00%Q2 2023Q3 20232
Addison Advisors LLC 220.00%0.03%0.05%Q2 2023Q3 20232
Michael S. Ryan, Inc. 221.30%2.55%3.81%Q3 2023Q4 20232
Corient Private Wealth LLC 220.04%0.04%0.04%Q2 2023Q3 20232
VALLEY NATIONAL ADVISERS INC 220.03%0.03%0.03%Q3 2020Q4 20202
RITHOLTZ WEALTH MANAGEMENT 220.01%0.01%0.02%Q2 2023Q3 20232
SUMMITRY LLC 222.24%2.26%2.28%Q3 2022Q4 20222
OGOREK ANTHONY JOSEPH /NY/ /ADV 220.02%0.02%0.02%Q2 2023Q3 20232
Rosenberg Matthew Hamilton 220.00%0.00%0.00%Q2 2023Q3 20232
MERCER GLOBAL ADVISORS INC /ADV 220.10%0.10%0.10%Q2 2023Q3 20232
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q2 2020Q1 20212
HighTower Advisors, LLC 220.00%0.02%0.03%Q2 2023Q3 20232
Autumn Glory Partners, LLC 220.26%0.28%0.30%Q2 2023Q3 20232
Sargent Bickham Lagudis LLC 220.00%0.01%0.01%Q3 2022Q4 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Cribstone Capital Management, LLC 220.16%1.06%1.96%Q3 2022Q4 20222
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
SCHMIDT P J INVESTMENT MANAGEMENT INC 220.05%0.05%0.06%Q2 2023Q3 20232
Financial Gravity Asset Management, Inc. 220.01%0.01%0.01%Q2 2021Q3 20212
Integrated Wealth Concepts LLC 220.06%0.06%0.06%Q2 2023Q3 20232
4J Wealth Management LLC 220.30%0.30%0.30%Q2 2023Q3 20232
DEARBORN PARTNERS LLC 220.02%0.02%0.02%Q3 2019Q4 20192
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2020Q1 20212
Glenview Trust Co 220.01%0.01%0.01%Q2 2023Q3 20232
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 220.01%0.01%0.01%Q1 2023Q2 20232
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q2 2019Q3 20212
Sowell Financial Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
J.W. COLE ADVISORS, INC. 110.10%0.10%0.10%Q3 2023Q3 20231
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bogart Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
LEO BROKERAGE, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
FMR LLC 110.00%0.00%0.00%Q4 2021Q4 20211
COLDSTREAM CAPITAL MANAGEMENT INC 110.02%0.02%0.02%Q3 2023Q3 20231
SPINNAKER TRUST 110.05%0.05%0.05%Q3 2023Q3 20231
Comprehensive Financial Consultants Institutional, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
CITIGROUP INC 110.00%0.00%0.00%Q4 2021Q4 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Compagnie Lombard Odier SCmA 110.00%0.00%0.00%Q3 2023Q3 20231
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q3 2023Q3 20231
Ironwood Financial, llc 110.12%0.12%0.12%Q3 2023Q3 20231
Fortis Capital Management LLC 110.16%0.16%0.16%Q3 2023Q3 20231
First PREMIER Bank 110.00%0.00%0.00%Q1 2023Q1 20231
Windsor Capital Management, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Sutton Wealth Advisors Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Granite Bay Wealth Management, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Stratos Investment Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q3 2020Q3 20201
Creative Planning 110.00%0.00%0.00%Q3 2023Q3 20231
HARBOR ADVISORY CORP /MA/ 110.76%0.76%0.76%Q3 2023Q3 20231
FIRST INTERSTATE BANK 110.02%0.02%0.02%Q3 2022Q3 20221
Houlihan Financial Resource Group, Ltd. 110.45%0.45%0.45%Q3 2023Q3 20231
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q3 2023Q3 20231
Global Retirement Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Chesley Taft & Associates LLC 110.01%0.01%0.01%Q3 2023Q3 20231
BESSEMER GROUP INC 110.00%0.00%0.00%Q4 2021Q4 20211
BAINCO INTERNATIONAL INVESTORS 110.00%0.00%0.00%Q1 2020Q1 20201
MBE Wealth Management, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
DUNCKER STREETT & CO INC 110.08%0.08%0.08%Q3 2023Q3 20231
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Commonwealth Financial Services, LLC 111.45%1.45%1.45%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Andesa Financial Management Inc. 110.62%0.62%0.62%Q2 2020Q2 20201
Wolf Group Capital Advisors 110.05%0.05%0.05%Q4 2021Q4 20211
AE Wealth Management LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Farmer Steven Patrick 110.20%0.20%0.20%Q2 2022Q2 20221
Stratos Wealth Partners, LTD. 110.01%0.01%0.01%Q3 2023Q3 20231
Safeguard Financial, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
External links

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