ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
THRIVENT FINANCIAL FOR LUTHERANS 15150.00%0.01%0.03%Q1 2020Q3 202321
Stonehearth Capital Management, LLC 20200.43%0.59%0.79%Q1 2019Q4 202320
BlackRock Inc. 20200.00%0.00%0.00%Q4 2018Q3 202320
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 20200.00%0.00%0.01%Q4 2018Q3 202320
BANK OF AMERICA CORP /DE/ 19190.00%0.03%0.08%Q1 2019Q3 202319
ROYAL BANK OF CANADA 19190.00%0.00%0.00%Q1 2019Q3 202319
GOLDMAN SACHS GROUP INC 19190.00%0.01%0.03%Q1 2019Q3 202319
AdvisorNet Financial, Inc 18180.00%0.01%0.04%Q2 2019Q3 202318
Morningstar Investment Services LLC 18180.01%0.10%0.16%Q2 2019Q3 202318
Steward Partners Investment Advisory, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
CWM, LLC 1080.05%0.12%0.16%Q1 2019Q3 202318
Raymond James Financial Services Advisors, Inc. 18180.00%0.01%0.01%Q2 2019Q3 202318
ENVESTNET ASSET MANAGEMENT INC 18180.01%0.03%0.10%Q2 2019Q3 202318
Financial Architects, Inc 1440.02%0.17%0.25%Q4 2018Q2 202318
COMMONWEALTH EQUITY SERVICES, LLC 18180.00%0.02%0.03%Q2 2019Q3 202318
MML INVESTORS SERVICES, LLC 18180.01%0.02%0.06%Q2 2019Q3 202318
WELLS FARGO & COMPANY/MN 18180.00%0.00%0.01%Q2 2019Q3 202318
Bartlett & Co. LLC 1610.01%0.05%0.07%Q3 2019Q4 202317
Parallel Advisors, LLC 17170.02%0.03%0.06%Q3 2019Q3 202317
Cambridge Investment Research Advisors, Inc. 17170.00%0.02%0.03%Q3 2019Q3 202317
ASSETMARK, INC 17170.00%0.00%0.01%Q3 2019Q3 202317
Pacifica Partners Inc. 17170.00%0.01%0.01%Q4 2019Q4 202317
ALESCO ADVISORS LLC 16160.02%0.56%1.08%Q4 2019Q3 202316
UBS Group AG 16160.00%0.00%0.00%Q4 2019Q3 202316
Stewardship Advisors, LLC 16160.90%3.15%6.17%Q4 2019Q3 202316
Pensionmark Financial Group, LLC 1060.05%0.08%0.16%Q2 2019Q3 202316
RAYMOND JAMES & ASSOCIATES 16160.00%0.01%0.02%Q4 2019Q3 202316
Parkside Advisors LLC 16160.18%0.60%0.85%Q1 2020Q4 202316
WESBANCO BANK INC 1150.01%0.21%0.48%Q3 2019Q3 202316
Baird Financial Group, Inc. 16160.00%0.01%0.03%Q4 2019Q3 202316
JANE STREET GROUP, LLC 910.00%0.01%0.02%Q4 2018Q3 202316
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
Savant Capital, LLC 16160.03%0.13%0.17%Q4 2019Q3 202316
Advisory Services Network, LLC 16160.01%0.05%0.10%Q4 2019Q3 202316
Patriot Financial Group Insurance Agency, LLC 1330.01%0.09%0.39%Q2 2019Q3 202316
Cranbrook Wealth Management, LLC 16160.05%0.16%0.31%Q4 2019Q3 202316
Mascoma Wealth Management LLC 1230.12%0.62%1.46%Q1 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.01%0.04%Q1 2020Q3 202315
Elwood & Goetz Wealth Advisory Group, LLC 15150.15%0.61%1.99%Q1 2020Q3 202315
STIFEL FINANCIAL CORP 15150.00%0.00%0.00%Q1 2020Q3 202315
RETIREMENT CAPITAL STRATEGIES 1410.26%1.07%1.91%Q1 2019Q4 202215
RFG Advisory, LLC 15150.04%0.06%0.10%Q1 2020Q3 202315
SEI INVESTMENTS CO 15150.00%0.03%0.05%Q1 2020Q3 202315
Apella Capital, LLC 1230.47%0.87%1.58%Q1 2020Q4 202315
JNBA Financial Advisors 15150.01%0.14%0.25%Q1 2020Q3 202315
LPL Financial LLC 15150.00%0.01%0.03%Q1 2020Q3 202315
Brio Consultants, LLC 14140.09%0.20%0.35%Q2 2020Q3 202314
Trilogy Capital Inc. 14140.03%0.15%0.23%Q2 2020Q3 202314
MORGAN STANLEY 14140.00%0.00%0.00%Q2 2020Q3 202314
ARBOR TRUST WEALTH ADVISORS, LLC 14140.13%0.16%0.26%Q1 2020Q2 202314
Baldrige Asset Management LLC 14140.35%0.58%0.84%Q4 2019Q1 202314
Brinker Capital Investments, LLC 14140.01%0.01%0.03%Q3 2019Q4 202214
ETF Portfolio Partners, Inc. 14140.16%0.22%0.28%Q2 2020Q3 202314
AMERIPRISE FINANCIAL INC 14140.00%0.01%0.03%Q2 2020Q3 202314
Brookstone Capital Management 14140.04%0.11%0.18%Q2 2020Q3 202314
TimeScale Financial, Inc. 14140.02%0.09%0.19%Q1 2020Q2 202314
TRUIST FINANCIAL CORP 14140.00%0.01%0.01%Q2 2020Q3 202314
JPMORGAN CHASE & CO 14140.00%0.01%0.03%Q2 2020Q3 202314
IFP Advisors, Inc 1310.00%0.00%0.01%Q1 2020Q3 202314
Private Ocean, LLC 13132.66%3.40%3.93%Q3 2020Q3 202313
CITIZENS FINANCIAL GROUP INC/RI 1210.00%0.03%0.08%Q2 2020Q3 202313
SPINNAKER TRUST 13130.02%0.04%0.05%Q3 2020Q3 202313
Diversified Trust Co 13130.01%0.01%0.02%Q4 2020Q4 202313
Beacon Pointe Advisors, LLC 13130.02%0.05%0.09%Q3 2020Q3 202313
BLB&B Advisors, LLC 13130.02%0.04%0.10%Q3 2020Q3 202313
Manning & Napier Group, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
REDW Wealth LLC 13130.10%0.14%0.20%Q1 2020Q1 202313
MERCER GLOBAL ADVISORS INC /ADV 13130.02%0.09%0.16%Q3 2020Q3 202313
BLAIR WILLIAM & CO/IL 13130.00%0.00%0.00%Q3 2020Q3 202313
PITTENGER & ANDERSON INC 13130.00%0.00%0.00%Q3 2020Q3 202313
Sequoia Financial Advisors, LLC 850.02%0.02%0.03%Q2 2020Q3 202313
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13130.20%0.35%0.54%Q3 2020Q3 202313
Affinity Capital Advisors, LLC 13130.20%0.59%1.62%Q3 2020Q3 202313
HARVEST GROUP WEALTH MANAGEMENT, LLC 13130.01%0.31%0.86%Q1 2020Q1 202313
Crewe Advisors LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
FinTrust Capital Advisors, LLC 13130.00%0.00%0.00%Q2 2019Q2 202213
Accredited Investors Inc. 13130.12%0.46%0.62%Q3 2020Q3 202313
M&T BANK CORP 13130.00%0.07%0.12%Q3 2020Q3 202313
FINANCIAL MANAGEMENT NETWORK INC 12120.14%0.36%0.62%Q4 2020Q3 202312
BOURGEON CAPITAL MANAGEMENT LLC 1020.00%0.00%0.00%Q1 2020Q3 202312
TRUEFG, LLC 12120.14%0.19%0.23%Q4 2020Q3 202312
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 12120.03%0.12%0.36%Q4 2020Q3 202312
Bangor Savings Bank 12120.03%0.05%0.07%Q4 2020Q3 202312
WEALTHSOURCE PARTNERS, LLC 750.03%0.12%0.29%Q4 2019Q3 202312
WADE G W & INC 12120.01%0.01%0.02%Q4 2020Q3 202312
NORTHERN TRUST CORP 12120.00%0.00%0.01%Q4 2020Q3 202312
HighTower Advisors, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Financial Network Wealth Management LLC 12122.49%6.32%8.56%Q4 2020Q3 202312
KEYBANK NATIONAL ASSOCIATION/OH 12120.00%0.08%0.12%Q4 2020Q3 202312
GenTrust, LLC 12120.02%0.04%0.10%Q4 2020Q3 202312
Ameritas Investment Partners, Inc. 12120.00%0.01%0.02%Q4 2020Q3 202312
Bond & Devick Financial Network, Inc. 12120.21%0.74%1.55%Q4 2020Q3 202312
Dynamic Advisor Solutions LLC 12120.04%0.22%0.33%Q4 2020Q3 202312
Betterment LLC 12120.01%0.04%0.06%Q4 2020Q3 202312
D.A. DAVIDSON & CO. 12120.01%0.01%0.01%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.02%0.07%0.20%Q4 2020Q3 202312
Veritable, L.P. 12120.00%0.00%0.01%Q3 2020Q2 202312
Wescott Financial Advisory Group, LLC 12120.10%0.21%0.34%Q4 2020Q3 202312
Creative Planning 1010.00%0.01%0.02%Q1 2020Q3 202311
Better Money Decisions, LLC 11110.37%0.85%1.35%Q1 2021Q3 202311
Acropolis Investment Management, LLC 11110.01%0.03%0.04%Q1 2021Q3 202311
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 11110.02%0.02%0.03%Q1 2021Q3 202311
Foster Group, Inc. 11110.09%0.14%0.23%Q1 2021Q3 202311
PARK AVENUE SECURITIES LLC 920.00%0.04%0.14%Q2 2020Q3 202311
Baystate Wealth Management LLC 11110.06%0.10%0.14%Q1 2021Q3 202311
WEDBUSH SECURITIES INC 830.01%0.23%0.48%Q3 2019Q3 202311
FIRST HAWAIIAN BANK 11110.03%0.04%0.04%Q1 2021Q3 202311
Vista Private Wealth Partners. LLC 1010.10%0.11%0.14%Q4 2020Q3 202311
One Day In July LLC 11110.15%0.21%0.28%Q1 2021Q3 202311
4Thought Financial Group Inc. 11110.05%0.06%0.06%Q1 2021Q3 202311
CAPTRUST FINANCIAL ADVISORS 11110.00%0.01%0.01%Q1 2021Q3 202311
Tradition Wealth Management, LLC 10100.00%0.04%0.08%Q2 2021Q3 202310
Oakworth Capital, Inc. 10100.02%0.02%0.03%Q2 2021Q3 202310
Summit Wealth Group, LLC 820.09%0.83%2.04%Q1 2021Q3 202310
1900 WEALTH MANAGEMENT LLC 10100.03%0.03%0.04%Q2 2021Q3 202310
LAKE STREET ADVISORS GROUP, LLC 10100.12%0.15%0.22%Q2 2021Q3 202310
GeoWealth Management, LLC 10100.00%0.01%0.03%Q2 2021Q3 202310
Bogart Wealth, LLC 10100.00%0.01%0.04%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.04%0.05%0.06%Q1 2021Q3 202310
Cetera Advisor Networks LLC 420.00%0.03%0.04%Q2 2020Q3 202310
Blue Barn Wealth, LLC 10100.24%0.37%0.56%Q2 2021Q3 202310
Spire Wealth Management 10100.00%0.01%0.02%Q2 2021Q3 202310
Sound View Wealth Advisors Group, LLC 10100.06%0.09%0.12%Q2 2021Q3 202310
Wealthfront Advisers LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
PNC FINANCIAL SERVICES GROUP, INC. 910.00%0.00%0.00%Q1 2021Q3 202310
Alaska Wealth Advisors 10100.48%0.65%0.82%Q2 2021Q3 202310
Levy Wealth Management Group, LLC 10100.17%0.28%0.40%Q2 2021Q3 202310
CITIGROUP INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Baker Avenue Asset Management, LP 10100.05%0.08%0.14%Q2 2021Q3 202310
REGIONS FINANCIAL CORP 640.00%0.00%0.01%Q1 2021Q3 202310
Omega Financial Group, LLC 10100.12%1.22%2.31%Q2 2021Q3 202310
TRUE Private Wealth Advisors 550.01%0.03%0.05%Q4 2019Q4 202210
Cetera Investment Advisers 10100.00%0.02%0.06%Q2 2021Q3 202310
Sugarloaf Wealth Management, LLC 810.02%0.02%0.04%Q3 2020Q3 20239
SENTINEL PENSION ADVISORS INC 990.20%0.31%0.48%Q3 2021Q3 20239
American Portfolios Advisors 990.00%0.01%0.03%Q3 2020Q3 20229
US BANCORP \DE\ 990.00%0.00%0.01%Q3 2021Q3 20239
Bigelow Investment Advisors, LLC 990.12%0.14%0.15%Q2 2020Q2 20229
SUMITOMO MITSUI FINANCIAL GROUP, INC. 990.00%0.01%0.02%Q3 2021Q3 20239
CPWM, LLC 990.02%0.05%0.09%Q3 2020Q3 20229
Allworth Financial LP 990.00%0.07%0.11%Q3 2021Q3 20239
One Wealth Advisors, LLC 990.20%0.88%2.01%Q3 2021Q3 20239
Integrated Wealth Concepts LLC 990.01%0.02%0.03%Q3 2021Q3 20239
Orion Portfolio Solutions, LLC 990.02%0.02%0.03%Q3 2021Q3 20239
LINCOLN NATIONAL CORP 990.00%0.00%0.01%Q3 2021Q3 20239
CreativeOne Wealth, LLC 990.02%0.03%0.05%Q3 2021Q3 20239
BARINGS LLC 990.07%0.26%0.44%Q3 2021Q3 20239
CAMBRIDGE TRUST CO 990.03%0.09%0.21%Q3 2021Q3 20239
SNS Financial Group, LLC 990.03%0.05%0.06%Q3 2021Q3 20239
Symmetry Partners, LLC 990.02%0.03%0.04%Q4 2021Q4 20239
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 810.01%0.01%0.01%Q1 2020Q3 20239
Sowell Financial Services LLC 710.00%0.02%0.07%Q3 2019Q3 20229
IMS Capital Management 990.13%0.14%0.16%Q3 2021Q3 20239
RAYMOND JAMES TRUST N.A. 990.06%0.07%0.08%Q3 2021Q3 20239
MMA ASSET MANAGEMENT LLC 990.38%0.44%0.49%Q1 2021Q1 20239
Level Financial Advisors 880.00%0.00%0.00%Q4 2021Q3 20238
Goodwin Investment Advisory 880.01%0.09%0.18%Q4 2021Q3 20238
Rockefeller Capital Management L.P. 880.00%0.00%0.00%Q1 2021Q4 20228
One Capital Management, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
FMR LLC 620.00%0.00%0.00%Q3 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.05%0.08%Q4 2021Q3 20238
First Affirmative Financial Network 880.28%0.50%0.68%Q3 2021Q2 20238
COMMERCE BANK 880.00%0.00%0.01%Q4 2021Q3 20238
OLD MISSION CAPITAL LLC 510.01%0.14%0.44%Q3 2020Q2 20238
Corrigan Financial, Inc. 880.06%0.11%0.16%Q3 2021Q2 20238
Sullivan, Bruyette, Speros & Blaney, LLC 880.02%0.12%0.23%Q2 2019Q1 20218
Pine Haven Investment Counsel, Inc 880.84%0.93%1.00%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Global Retirement Partners, LLC 710.00%0.00%0.01%Q3 2021Q3 20238
EP Wealth Advisors, LLC 880.00%0.03%0.10%Q4 2021Q3 20238
RTD Financial Advisors, Inc. 880.28%0.37%0.42%Q4 2021Q3 20238
Bristlecone Advisors, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
First Command Financial Services, Inc. 880.03%0.04%0.05%Q1 2021Q4 20228
Richard Bernstein Advisors LLC 710.00%0.04%0.07%Q2 2021Q3 20238
Gould Capital, LLC 880.03%0.03%0.04%Q4 2021Q3 20238
Wealthstream Advisors, Inc. 880.30%0.44%0.61%Q4 2021Q3 20238
JONES FINANCIAL COMPANIES LLLP 880.00%0.00%0.00%Q4 2021Q3 20238
Long Run Wealth Advisors, LLC 880.54%0.61%0.68%Q4 2021Q3 20238
Covestor Ltd 880.04%0.05%0.12%Q4 2021Q3 20238
GRAND WEALTH MANAGEMENT, LLC 880.91%1.22%1.47%Q4 2021Q3 20238
Rise Advisors, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
Atlantic Private Wealth, LLC 882.09%3.37%3.83%Q4 2021Q3 20238
Institute for Wealth Management, LLC. 880.09%0.12%0.13%Q4 2021Q3 20238
First Command Bank 880.03%0.04%0.05%Q1 2021Q4 20228
BerganKDV Wealth Management, LLC 710.00%0.01%0.02%Q3 2020Q1 20238
Brewster Financial Planning LLC 880.25%0.46%1.07%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.01%0.03%Q4 2021Q3 20238
Fund Evaluation Group, LLC 880.09%0.14%0.18%Q2 2020Q1 20228
Cable Hill Partners, LLC 620.22%0.38%0.55%Q3 2021Q3 20238
Fort Point Capital Partners LLC 880.04%0.05%0.06%Q4 2021Q3 20238
PROFFITT & GOODSON INC 880.00%0.00%0.00%Q4 2021Q3 20238
KilterHowling LLC 880.62%1.47%5.90%Q4 2021Q3 20238
Van Hulzen Asset Management, LLC 430.02%0.12%0.26%Q1 2020Q3 20227
R. W. Roge & Company, Inc. 770.16%0.21%0.29%Q2 2021Q4 20227
OneDigital Investment Advisors LLC 610.01%0.02%0.04%Q2 2019Q3 20237
SIGNATUREFD, LLC 510.00%0.01%0.04%Q3 2021Q3 20237
Regal Wealth Group, Inc. 770.01%0.01%0.02%Q3 2019Q1 20217
HERITAGE WEALTH MANAGEMENT, LLC 430.19%0.23%0.25%Q1 2021Q4 20227
Miracle Mile Advisors, LLC 610.01%0.02%0.03%Q4 2021Q3 20237
Strategic Wealth Partners Group, LLC 430.03%0.08%0.13%Q4 2021Q3 20237
Trust Co 770.08%0.11%0.15%Q1 2022Q3 20237
Covington Capital Management 770.00%0.00%0.00%Q1 2021Q3 20227
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 770.00%0.03%0.08%Q3 2021Q1 20237
DAVENPORT & Co LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Citadel Advisors 410.00%0.00%0.00%Q2 2019Q3 20237
Horizons Wealth Management 770.12%0.15%0.19%Q2 2022Q4 20237
VERUS CAPITAL PARTNERS, LLC 770.03%0.07%0.08%Q1 2022Q3 20237
Sandbox Financial Partners, LLC 770.12%0.22%0.30%Q1 2022Q3 20237
PFG Advisors 770.02%0.03%0.04%Q1 2022Q3 20237
NEXT Financial Group, Inc 610.00%0.01%0.03%Q1 2020Q4 20217
Your Advocates Ltd., LLP 770.00%0.01%0.02%Q1 2022Q3 20237
Capital Analysts, LLC 770.00%0.01%0.02%Q1 2022Q3 20237
Laird Norton Wetherby Wealth Management, LLC 770.03%0.12%0.17%Q1 2022Q3 20237
Mariner, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
ENTERPRISE FINANCIAL SERVICES CORP 660.00%0.18%0.24%Q3 2020Q4 20216
Onyx Bridge Wealth Group LLC 660.10%0.18%0.24%Q2 2022Q3 20236
PICTET ASSET MANAGEMENT SA 510.01%0.05%0.07%Q3 2021Q2 20236
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q3 2020Q1 20236
Endurance Wealth Management, Inc. 660.01%0.01%0.01%Q1 2022Q2 20236
McIlrath & Eck, LLC 660.01%0.02%0.03%Q2 2022Q3 20236
Destination Wealth Management 660.40%0.47%0.49%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.02%0.02%0.03%Q2 2022Q3 20236
Opes Wealth Management LLC 660.06%0.08%0.09%Q2 2022Q3 20236
Evergreen Wealth Solutions, LLC 660.38%0.50%0.60%Q4 2021Q1 20236
BLUESTEM FINANCIAL ADVISORS, LLC 660.26%0.63%0.96%Q2 2022Q3 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Sigma Planning Corp 420.01%0.01%0.03%Q2 2020Q4 20216
Estate Counselors, LLC 510.00%0.08%0.10%Q4 2021Q3 20236
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 660.01%0.05%0.06%Q2 2022Q3 20236
SigFig Wealth Management, LLC 660.08%0.39%0.61%Q2 2022Q3 20236
Rockbridge Investment Management, LCC 660.02%0.02%0.02%Q3 2020Q4 20216
CANTOR FITZGERALD, L. P. 660.04%0.06%0.07%Q2 2022Q3 20236
Legacy Financial Advisors, Inc. 660.18%0.21%0.24%Q2 2022Q3 20236
Rede Wealth, LLC 660.20%0.23%0.28%Q2 2022Q3 20236
Kestra Advisory Services, LLC 310.00%0.00%0.00%Q3 2021Q3 20236
HBC Financial Services, PLLC 660.04%0.04%0.04%Q2 2022Q3 20236
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 660.01%0.02%0.07%Q2 2022Q3 20236
COLONY GROUP LLC 660.00%0.01%0.03%Q2 2022Q3 20236
SIMON QUICK ADVISORS, LLC 660.04%0.07%0.10%Q2 2022Q3 20236
Richard P Slaughter Associates Inc 660.08%0.13%0.21%Q3 2022Q4 20236
Stephens Consulting, LLC 660.07%0.16%0.28%Q2 2022Q3 20236
DT Investment Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
VALLEY NATIONAL ADVISERS INC 550.01%0.05%0.09%Q3 2022Q3 20235
Wells Financial Advisors INC 550.06%0.07%0.07%Q4 2020Q4 20215
Aptus Capital Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Global Wealth Management Investment Advisory, Inc. 550.00%0.00%0.00%Q1 2021Q1 20225
Brightworth 550.06%0.08%0.10%Q3 2021Q3 20225
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 410.08%0.17%0.22%Q1 2020Q1 20225
BRAVE ASSET MANAGEMENT INC 550.09%0.24%0.32%Q1 2021Q1 20225
MUFG Americas Holdings Corp 550.00%0.00%0.00%Q3 2021Q3 20225
Cornerstone Wealth Management, LLC 310.04%0.08%0.12%Q1 2022Q3 20235
Clearview Wealth Advisors LLC 310.00%0.00%0.00%Q4 2020Q2 20235
Cooper Financial Group 550.04%0.05%0.07%Q3 2020Q3 20215
CREATIVE FINANCIAL DESIGNS INC /ADV 210.00%0.01%0.03%Q3 2020Q3 20235
Gradient Investments LLC 550.04%0.06%0.07%Q3 2022Q3 20235
Cougar Global Investments Ltd 550.01%0.01%0.01%Q1 2019Q1 20205
Diversified Portfolios, Inc. 550.11%0.14%0.16%Q3 2022Q3 20235
Equitable Holdings, Inc. 320.01%0.02%0.03%Q2 2020Q3 20235
D. SCOTT NEAL, INC. 550.12%0.15%0.20%Q1 2022Q1 20235
My Legacy Advisors, LLC 320.08%0.13%0.17%Q1 2022Q2 20235
Neumann Capital Management, LLC 550.18%0.26%0.32%Q3 2022Q3 20235
PALLADIEM, LLC 550.95%1.14%1.79%Q4 2020Q4 20215
Rehmann Capital Advisory Group 210.00%0.02%0.03%Q1 2019Q4 20225
Qube Research & Technologies Ltd 210.00%0.01%0.06%Q3 2021Q3 20235
CFS Investment Advisory Services, LLC 310.00%0.02%0.04%Q4 2020Q3 20235
TWIN FOCUS CAPITAL PARTNERS, LLC 410.07%0.09%0.12%Q2 2022Q3 20235
OLIVER LAGORE VANVALIN INVESTMENT GROUP 550.00%0.01%0.02%Q3 2022Q3 20235
PRUDENTIAL FINANCIAL INC 310.00%0.00%0.00%Q1 2020Q3 20235
Western Wealth Management, LLC 320.03%0.03%0.04%Q1 2021Q2 20225
Horan Securities, Inc. 550.00%0.01%0.03%Q2 2022Q2 20235
PRUDENTIAL PLC 550.05%0.07%0.09%Q2 2022Q2 20235
Capital Investment Advisory Services, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
55I, LLC 320.04%0.07%0.11%Q2 2020Q1 20225
Aprio Wealth Management, LLC 550.10%0.22%0.32%Q3 2022Q3 20235
Fingerlakes Wealth Management, Inc. 550.29%0.33%0.35%Q4 2021Q4 20225
SHINE INVESTMENT ADVISORY SERVICES INC 440.19%0.26%0.31%Q4 2019Q3 20204
Belpointe Asset Management LLC 220.01%0.01%0.01%Q4 2021Q1 20234
Buttonwood Financial Group, LLC 440.16%0.19%0.22%Q1 2023Q4 20234
Smith & Howard Wealth Management, LLC 440.11%0.14%0.16%Q4 2022Q3 20234
FRANKLIN RESOURCES INC 440.00%0.00%0.01%Q4 2022Q3 20234
Center for Financial Planning, Inc. 440.06%0.13%0.24%Q4 2022Q3 20234
WCG Wealth Advisors LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Ally Invest Advisors Inc. 440.04%0.07%0.13%Q4 2022Q3 20234
Live Oak Investment Partners 440.01%0.01%0.01%Q4 2022Q3 20234
DFPG INVESTMENTS, LLC 440.08%0.10%0.12%Q4 2022Q3 20234
Benchmark Wealth Management, LLC 440.26%0.32%0.44%Q4 2022Q3 20234
MONETA GROUP INVESTMENT ADVISORS LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Sand Hill Global Advisors, LLC 310.02%0.05%0.09%Q3 2022Q3 20234
TCWP LLC 310.01%0.14%0.40%Q1 2022Q3 20234
Falcon Wealth Planning 440.06%0.08%0.10%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.04%0.07%Q4 2022Q3 20234
Robertson Stephens Wealth Management, LLC 440.03%0.09%0.18%Q4 2022Q3 20234
GOULD ASSET MANAGEMENT LLC /CA/ 440.10%0.10%0.11%Q4 2022Q3 20234
Firestone Capital Management 440.00%0.00%0.01%Q2 2020Q1 20214
Atria Wealth Solutions, Inc. 310.00%0.04%0.06%Q3 2022Q3 20234
Cardinal Point Wealth Management Partners, LLC 440.11%0.12%0.14%Q4 2021Q3 20224
Watson Rebecca 440.32%0.56%0.67%Q4 2019Q3 20204
Horst & Graben Wealth Management LLC 310.18%0.48%0.66%Q3 2020Q3 20234
Cardinal Point Capital Management ULC 440.18%0.22%0.27%Q4 2022Q3 20234
Ameraudi Asset Management, Inc. 440.21%0.23%0.24%Q4 2022Q3 20234
Moss Adams Wealth Advisors LLC 440.01%0.02%0.06%Q4 2022Q3 20234
Orgel Wealth Management, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
RETIREMENT INCOME SOLUTIONS, INC 440.17%0.34%0.42%Q4 2022Q3 20234
TUCKER ASSET MANAGEMENT LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Litman Gregory Wealth Management LLC 220.02%0.04%0.05%Q2 2022Q3 20234
COMERICA SECURITIES,INC. 440.00%0.02%0.03%Q4 2022Q3 20234
Divergent Wealth Advisors 440.22%0.90%1.97%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.01%Q4 2022Q3 20234
Provident Wealth Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Wealth Alliance 310.06%0.08%0.10%Q2 2022Q3 20234
Pure Financial Advisors, LLC 220.03%0.04%0.06%Q2 2020Q2 20214
Aspire Private Capital, LLC 310.00%0.01%0.01%Q3 2022Q3 20234
Advisor Group, Inc. 330.00%0.00%0.01%Q2 2019Q4 20193
Flagship Private Wealth, LLC 330.03%0.03%0.03%Q4 2020Q2 20213
Financial Insights, Inc. 210.12%0.14%0.15%Q4 2022Q3 20233
Vigilant Capital Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Horizon Investments, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BANQUE PICTET & CIE SA 330.01%0.01%0.02%Q4 2021Q2 20223
Lido Advisors, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Topel & Distasi Wealth Management, LLC 210.11%0.12%0.12%Q4 2021Q2 20233
Ascent Group, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Braun-Bostich & Associates Inc. 330.01%0.02%0.03%Q4 2019Q2 20203
Hoxton Planning & Management, LLC 330.16%0.26%0.44%Q1 2023Q3 20233
JB Capital LLC 330.02%0.02%0.02%Q1 2023Q3 20233
PRINCIPAL FINANCIAL GROUP INC 330.00%0.00%0.00%Q1 2023Q3 20233
Bridgeworth, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Venturi Wealth Management, LLC 330.01%0.02%0.04%Q1 2023Q3 20233
Sharkey, Howes & Javer 330.39%0.44%0.48%Q1 2023Q3 20233
CHOREO, LLC 330.02%0.02%0.03%Q1 2023Q3 20233
AVANTAX ADVISORY SERVICES, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
Stonebridge Financial Planning Group, LLC 330.03%0.03%0.04%Q3 2020Q1 20213
Keystone Financial Services 330.12%0.13%0.13%Q1 2023Q3 20233
HALBERT HARGROVE GLOBAL ADVISORS, LLC 330.02%0.02%0.03%Q1 2022Q3 20223
Blueprint Investment Partners LLC 110.39%0.48%0.61%Q2 2020Q1 20233
Cetera Advisors LLC 330.01%0.01%0.02%Q1 2023Q3 20233
GPS Wealth Strategies Group, LLC 210.00%0.00%0.00%Q2 2022Q1 20233
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Janney Montgomery Scott LLC 330.00%0.00%0.00%Q1 2023Q3 20233
DIXON HUBARD FEINOUR & BROWN INC/VA 330.04%0.07%0.10%Q4 2021Q2 20223
PICTET ASSET MANAGEMENT LTD 330.04%0.04%0.04%Q4 2020Q2 20213
BOSTON FINANCIAL MANGEMENT LLC 330.02%0.02%0.04%Q2 2022Q4 20223
Austin Private Wealth, LLC 330.08%0.09%0.10%Q1 2023Q3 20233
Stratos Wealth Advisors, LLC 330.04%0.05%0.06%Q1 2023Q3 20233
U.S. Capital Wealth Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
CGN Advisors LLC 330.06%0.08%0.10%Q4 2021Q2 20223
Valeo Financial Advisors, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
WealthShield Partners, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q3 2019Q1 20213
BNP PARIBAS FINANCIAL MARKETS 330.00%0.00%0.00%Q1 2023Q3 20233
FIRST FOUNDATION ADVISORS 210.01%0.02%0.02%Q4 2020Q1 20233
Bank of New York Mellon Corp 330.00%0.00%0.00%Q1 2023Q3 20233
Eley Financial Management, Inc 330.10%0.11%0.12%Q1 2023Q3 20233
OLD DOMINION CAPITAL MANAGEMENT INC 330.08%0.08%0.08%Q1 2021Q3 20213
Regal Investment Advisors LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Leelyn Smith, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Financial Gravity Asset Management, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
First Horizon Advisors, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
TIEDEMANN ADVISORS, LLC 210.01%0.03%0.04%Q4 2022Q3 20233
Silicon Hills Wealth Management, LLC 330.27%0.32%0.39%Q2 2021Q4 20213
PFS INVESTMENTS INC. 330.25%0.25%0.26%Q4 2022Q2 20233
Larson Financial Group LLC 330.00%0.00%0.00%Q1 2023Q3 20233
B. Riley Wealth Advisors, Inc. 330.01%0.01%0.02%Q1 2023Q3 20233
Abundance Wealth Counselors 330.06%0.10%0.17%Q1 2021Q3 20213
MORRIS FINANCIAL CONCEPTS, INC. 330.14%0.15%0.16%Q1 2023Q3 20233
LADENBURG THALMANN FINANCIAL SERVICES INC. 330.00%0.00%0.00%Q2 2019Q4 20193
AE Wealth Management LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Prospera Financial Services Inc 210.01%0.01%0.01%Q4 2021Q3 20223
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 330.02%0.02%0.02%Q1 2023Q3 20233
Coppell Advisory Solutions LLC 210.00%0.01%0.01%Q4 2022Q3 20233
Zhang Financial LLC 330.04%0.04%0.05%Q4 2021Q2 20223
M&R CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q2 2022Q4 20223
Ameliora Wealth Management Ltd. 330.00%0.20%0.31%Q1 2023Q3 20233
First Allied Advisory Services, Inc. 110.00%0.01%0.01%Q3 2019Q3 20202
tru Independence LLC 110.08%0.54%1.00%Q2 2020Q4 20202
Strategic Blueprint, LLC 220.02%0.02%0.03%Q2 2023Q3 20232
Fortis Capital Advisors, LLC 220.03%0.03%0.04%Q4 2022Q1 20232
Hemington Wealth Management 220.60%0.69%0.78%Q2 2022Q3 20222
ORG Partners LLC 220.01%0.01%0.02%Q2 2023Q3 20232
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q2 2019Q2 20222
Snowden Capital Advisors LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Sandy Cove Advisors, LLC 220.07%0.08%0.08%Q4 2021Q1 20222
Grant Street Asset Management, Inc. 220.02%0.02%0.02%Q4 2020Q1 20212
SRS Capital Advisors, Inc. 220.06%0.06%0.07%Q3 2020Q4 20202
Glassman Wealth Services 220.00%0.00%0.00%Q2 2023Q3 20232
All Season Financial Advisors, Inc. 110.56%0.57%0.57%Q2 2022Q4 20222
Arkadios Wealth Advisors 220.19%0.22%0.24%Q2 2021Q3 20212
Mutual Advisors, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Mount Yale Investment Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
QUEST CAPITAL MANAGEMENT INC /ADV 220.38%0.40%0.43%Q3 2021Q4 20212
Simmons Bank 220.04%0.04%0.04%Q3 2021Q4 20212
Astoria Portfolio Advisors LLC. 220.20%0.21%0.22%Q1 2022Q2 20222
SageView Advisory Group, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Walkner Condon Financial Advisors LLC 220.06%0.06%0.06%Q2 2023Q3 20232
FLAGSTAR ADVISORS INC 110.02%0.02%0.02%Q3 2021Q3 20222
ICA Group Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q2 20232
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q4 2021Q3 20222
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
ST GERMAIN D J CO INC 220.00%0.00%0.01%Q3 2023Q4 20232
ROWLAND CARMICHAEL ADVISORS INC /ADV 220.01%0.01%0.01%Q4 2019Q1 20202
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 220.17%0.18%0.18%Q3 2020Q4 20202
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.02%Q1 2021Q1 20232
Facet Wealth, Inc. 220.31%0.34%0.37%Q2 2023Q3 20232
Human Investing LLC 220.00%0.00%0.00%Q4 2020Q1 20212
SAGE FINANCIAL GROUP INC 220.02%0.02%0.02%Q2 2023Q3 20232
Prostatis Group LLC 221.39%1.67%1.96%Q3 2021Q4 20212
LGT Financial Advisors LLC 110.05%0.28%0.51%Q4 2022Q3 20232
Bison Wealth, LLC 220.06%0.07%0.07%Q2 2021Q3 20212
Modera Wealth Management, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Burt Wealth Advisors 220.00%0.00%0.00%Q3 2020Q4 20202
Keudell/Morrison Wealth Management 110.08%0.08%0.08%Q4 2022Q4 20221
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2022Q4 20221
Lakewood Asset Management LLC 110.08%0.08%0.08%Q4 2022Q4 20221
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Anfield Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
MBE Wealth Management, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Friedenthal Financial 110.55%0.55%0.55%Q3 2023Q3 20231
Cardinal Point Wealth Management LLC 110.11%0.11%0.11%Q3 2021Q3 20211
Castle Rock Wealth Management, LLC 110.24%0.24%0.24%Q2 2020Q2 20201
Renaissance Technologies 110.00%0.00%0.00%Q3 2023Q3 20231
Fermata Advisors, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.24%0.24%0.24%Q3 2023Q3 20231
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
MISSION WEALTH MANAGEMENT, LP 110.01%0.01%0.01%Q4 2021Q4 20211
PRESILIUM PRIVATE WEALTH, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
GYL FINANCIAL SYNERGIES, LLC 110.33%0.33%0.33%Q3 2022Q3 20221
Astor Investment Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Consolidated Planning Corp 110.14%0.14%0.14%Q2 2022Q2 20221
Industrial Alliance Investment Management Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
UNIONVIEW, LLC 110.29%0.29%0.29%Q4 2021Q4 20211
Annis Gardner Whiting Capital Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Orin Green Financial, LLC 110.25%0.25%0.25%Q3 2023Q3 20231
Darrow Company, Inc. 110.05%0.05%0.05%Q2 2022Q2 20221
Dentgroup LLC 110.28%0.28%0.28%Q2 2022Q2 20221
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PrairieView Partners, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 113.57%3.57%3.57%Q1 2023Q1 20231
Adero Partners, LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
RMR Wealth Builders 110.00%0.00%0.00%Q1 2021Q1 20211
Athanor Capital, LP 110.07%0.07%0.07%Q1 2020Q1 20201
MGO ONE SEVEN LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
IFS Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Williams Financial, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Koshinski Asset Management, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
FormulaFolio Investments, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Affiance Financial, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Advisors Capital Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
TILIA FIDUCIARY PARTNERS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
Asset Dedication, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Aries Wealth Management 110.35%0.35%0.35%Q1 2022Q1 20221
Copperleaf Capital, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
Plante Moran Financial Advisors, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Moreno Evelyn V 110.09%0.09%0.09%Q3 2023Q3 20231
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.01%0.01%Q4 2022Q4 20221
High Falls Advisors, Inc 110.16%0.16%0.16%Q4 2021Q4 20211
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Colonial River Wealth Management, LLC 110.34%0.34%0.34%Q4 2021Q4 20211
Bluesphere Advisors, LLC 110.45%0.45%0.45%Q4 2020Q4 20201
RWA WEALTH PARTNERS, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Consolidated Portfolio Review Corp 110.22%0.22%0.22%Q3 2023Q3 20231
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
BEACON FINANCIAL GROUP 110.12%0.12%0.12%Q1 2022Q1 20221
Congress Wealth Management LLC / DE / 110.02%0.02%0.02%Q2 2023Q2 20231
Guardian Wealth Advisors, LLC 110.22%0.22%0.22%Q1 2021Q1 20211
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
West Wealth Group, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
CX Institutional 110.01%0.01%0.01%Q3 2023Q3 20231
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
F3Logic, LLC 110.23%0.23%0.23%Q3 2020Q3 20201
Cordasco Financial Network 110.00%0.00%0.00%Q3 2020Q3 20201
BARCLAYS PLC 110.00%0.00%0.00%Q3 2021Q3 20211
Burleson & Company, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CENTRAL TRUST Co 110.00%0.00%0.00%Q3 2021Q3 20211
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q1 2023Q1 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.15%0.15%0.15%Q3 2020Q3 20201
BTS Asset Management, Inc. 111.43%1.43%1.43%Q3 2022Q3 20221
Kingsview Wealth Management, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Ellevest, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
BSW Wealth Partners 110.65%0.65%0.65%Q2 2022Q2 20221
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2022Q2 20221
Hills Bank & Trust Co 110.01%0.01%0.01%Q3 2023Q3 20231
STOCK YARDS BANK & TRUST CO 110.01%0.01%0.01%Q3 2023Q3 20231
Arkos Global Advisors 110.07%0.07%0.07%Q3 2023Q3 20231
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q2 2023Q2 20231
SHEETS SMITH WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2023Q3 20231
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q2 2023Q2 20231
Private Advisor Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HILL ISLAND FINANCIAL LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Stokes Family Office, LLC 110.09%0.09%0.09%Q2 2020Q2 20201
FundX Investment Group, LLC 110.12%0.12%0.12%Q1 2021Q1 20211
Global Wealth Strategies & Associates 110.00%0.00%0.00%Q4 2023Q4 20231
Pictet Asset Management Holding SA 110.01%0.01%0.01%Q3 2023Q3 20231
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Sonoma Private Wealth LLC 111.04%1.04%1.04%Q4 2022Q4 20221
External links

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