ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Cutler Group LLC / CA 11110.00%0.00%0.00%Q1 2021Q3 202323
BANK OF AMERICA CORP /DE/ 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Glassman Wealth Services 19190.00%0.02%0.05%Q1 2019Q3 202319
ROYAL BANK OF CANADA 19190.00%0.00%0.00%Q1 2019Q3 202319
FLOW TRADERS U.S. LLC 1110.02%0.12%0.43%Q2 2018Q2 202318
WELLS FARGO & COMPANY/MN 18180.00%0.00%0.00%Q2 2019Q3 202318
JANE STREET GROUP, LLC 1010.00%0.00%0.01%Q3 2018Q3 202318
American Portfolios Advisors 17170.00%0.00%0.01%Q3 2018Q3 202217
Cambridge Investment Research Advisors, Inc. 16160.00%0.00%0.02%Q4 2019Q3 202316
UBS Group AG 1510.00%0.00%0.00%Q1 2019Q3 202316
BANK OF MONTREAL /CAN/ 1420.00%0.00%0.00%Q3 2019Q3 202316
Allworth Financial LP 16160.00%0.00%0.00%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Creative Planning 1410.00%0.00%0.00%Q4 2019Q3 202315
Citadel Advisors 11110.00%0.00%0.00%Q2 2020Q4 202214
CWM, LLC 1010.00%0.00%0.00%Q1 2019Q3 202314
Wharton Business Group, LLC 14140.24%0.39%0.73%Q2 2020Q3 202314
LPL Financial LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
COMMONWEALTH EQUITY SERVICES, LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
IFP Advisors, Inc 14140.00%0.00%0.01%Q2 2020Q3 202314
Princeton Global Asset Management LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Geneos Wealth Management Inc. 1130.00%0.00%0.00%Q2 2019Q3 202314
Sunbelt Securities, Inc. 13130.06%0.09%0.13%Q3 2020Q3 202313
FMR LLC 1010.00%0.00%0.00%Q2 2019Q3 202313
Wealthcare Advisory Partners LLC 13130.02%0.09%0.22%Q3 2020Q3 202313
Avior Wealth Management, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
MORGAN STANLEY 12120.00%0.00%0.00%Q4 2020Q3 202312
Founders Capital Management 12120.01%0.38%0.90%Q1 2021Q4 202312
TimeScale Financial, Inc. 12120.00%0.01%0.01%Q3 2020Q2 202312
Kestra Advisory Services, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Cordasco Financial Network 12120.00%0.01%0.01%Q3 2019Q2 202212
Pacific Center for Financial Services 930.00%0.00%0.01%Q3 2020Q3 202312
Cetera Advisor Networks LLC 710.00%0.01%0.01%Q2 2020Q3 202312
Stonehage Fleming Financial Services Holdings Ltd 12120.00%0.03%0.07%Q4 2020Q3 202312
CAPTRUST FINANCIAL ADVISORS 930.00%0.00%0.00%Q1 2019Q2 202212
Capital Investment Advisory Services, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
SIGNATUREFD, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
PNC FINANCIAL SERVICES GROUP, INC. 1010.00%0.00%0.00%Q3 2020Q3 202311
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11110.00%0.00%0.01%Q1 2021Q3 202311
SIMPLEX TRADING, LLC 830.00%0.00%0.00%Q1 2020Q3 202311
Parallel Advisors, LLC 11110.00%0.00%0.00%Q2 2020Q4 202211
CREDIT SUISSE AG/ 1010.00%0.00%0.01%Q2 2018Q3 202311
Front Row Advisors LLC 10100.00%0.00%0.00%Q2 2020Q3 202210
Mascoma Wealth Management LLC 910.01%0.02%0.05%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.02%Q1 2021Q3 202310
Baystate Wealth Management LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Compagnie Lombard Odier SCmA 820.00%0.00%0.00%Q4 2018Q3 202210
Banque Cantonale Vaudoise 10100.00%0.00%0.00%Q2 2021Q3 202310
EVERMAY WEALTH MANAGEMENT LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Kistler-Tiffany Companies, LLC 10100.02%0.04%0.06%Q1 2021Q2 202310
RETIREMENT CAPITAL STRATEGIES 810.10%2.31%4.86%Q2 2020Q2 20239
US BANCORP \DE\ 810.00%0.00%0.00%Q1 2021Q3 20239
Wolf Group Capital Advisors 540.17%0.28%0.40%Q1 2021Q3 20239
M Holdings Securities, Inc. 630.24%0.52%0.76%Q1 2020Q3 20229
STIFEL FINANCIAL CORP 880.00%0.00%0.00%Q2 2020Q1 20228
Lee Financial Co 880.00%0.00%0.00%Q1 2021Q4 20228
TOMPKINS FINANCIAL CORP 880.00%0.00%0.00%Q1 2022Q4 20238
HighTower Advisors, LLC 610.00%0.00%0.00%Q1 2021Q2 20238
THRIVENT FINANCIAL FOR LUTHERANS 880.00%0.01%0.02%Q1 2020Q4 20218
Rockefeller Capital Management L.P. 880.00%0.00%0.00%Q1 2021Q4 20228
AdvisorNet Financial, Inc 530.00%0.00%0.01%Q3 2021Q3 20238
Financial Management Professionals, Inc. 880.00%0.00%0.01%Q3 2021Q2 20238
CITIGROUP INC 440.00%0.00%0.00%Q3 2020Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
CENTRAL TRUST Co 770.00%0.00%0.00%Q3 2020Q1 20227
JTC Employer Solutions Trustee Ltd 430.00%0.01%0.01%Q2 2021Q3 20237
Charter Oak Capital Management, LLC 770.00%0.01%0.01%Q4 2020Q2 20227
Raymond James Financial Services Advisors, Inc. 520.00%0.01%0.02%Q4 2020Q3 20237
Pacifica Partners Inc. 770.00%0.00%0.00%Q2 2021Q4 20227
ARGI Investment Services, LLC 770.01%0.01%0.01%Q3 2020Q1 20227
J.P. Morgan Private Wealth Advisors LLC 430.00%0.00%0.00%Q4 2021Q3 20237
Retirement Group, LLC 430.01%0.04%0.09%Q1 2021Q3 20237
LINCOLN NATIONAL CORP 660.01%0.01%0.01%Q3 2020Q4 20216
Belpointe Asset Management LLC 330.01%0.01%0.01%Q2 2021Q1 20236
Patriot Financial Group Insurance Agency, LLC 660.02%0.05%0.08%Q2 2021Q3 20226
Advisory Services Network, LLC 310.00%0.00%0.00%Q2 2019Q1 20236
Key FInancial Inc 660.00%0.00%0.00%Q2 2022Q3 20236
Professional Financial Advisors, LLC 660.00%0.01%0.01%Q2 2021Q3 20226
HAZLETT, BURT & WATSON, INC. 510.00%0.01%0.02%Q1 2022Q3 20236
MML INVESTORS SERVICES, LLC 330.00%0.01%0.01%Q1 2019Q3 20236
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 420.00%0.00%0.00%Q2 2021Q3 20236
CENTAURUS FINANCIAL, INC. 550.01%0.02%0.03%Q4 2020Q4 20215
Total Clarity Wealth Management, Inc. 210.00%0.00%0.00%Q4 2019Q2 20225
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q4 2021Q3 20235
Prospera Financial Services Inc 320.01%0.01%0.02%Q3 2020Q2 20225
Paragon Wealth Strategies, LLC 553.59%4.47%6.03%Q4 2020Q4 20215
REILLY FINANCIAL ADVISORS, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Newbridge Financial Services Group, Inc. 550.00%0.00%0.00%Q1 2021Q1 20225
Kovack Advisors, Inc. 550.03%0.04%0.05%Q3 2022Q3 20235
Steward Partners Investment Advisory, LLC 320.00%0.01%0.03%Q1 2022Q3 20235
Prestige Wealth Management Group LLC 550.00%0.00%0.00%Q1 2021Q1 20225
TRUIST FINANCIAL CORP 440.00%0.00%0.00%Q2 2020Q1 20214
Lodestone Wealth Management LLC 440.25%0.27%0.31%Q4 2022Q3 20234
SeaCrest Wealth Management, LLC 210.01%0.04%0.07%Q3 2019Q2 20224
Moss Adams Wealth Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
LADENBURG THALMANN FINANCIAL SERVICES INC. 440.00%0.00%0.00%Q1 2019Q4 20194
Advisor Group, Inc. 440.00%0.00%0.00%Q1 2019Q4 20194
Family Asset Management, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Qube Research & Technologies Ltd 220.00%0.00%0.00%Q1 2021Q3 20224
MEEDER ASSET MANAGEMENT INC 440.00%0.00%0.00%Q2 2021Q1 20224
Arkadios Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
AMERIPRISE FINANCIAL INC 310.00%0.00%0.00%Q1 2022Q3 20234
NewSquare Capital LLC 440.00%0.00%0.01%Q1 2022Q4 20224
Financial Partners Group, Inc 440.14%0.16%0.17%Q4 2021Q3 20224
LexAurum Advisors, LLC 440.07%0.08%0.08%Q1 2021Q4 20214
WFA of San Diego, LLC 210.01%0.03%0.04%Q2 2022Q3 20234
AE Wealth Management LLC 220.00%0.01%0.02%Q1 2021Q3 20234
CORA CAPITAL ADVISORS LLC 330.22%0.40%0.50%Q1 2023Q3 20233
Ancora Advisors LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Sigma Planning Corp 330.02%0.03%0.03%Q1 2021Q3 20213
Glass Jacobson Investment Advisors llc 210.06%0.07%0.08%Q4 2022Q3 20233
Global Retirement Partners, LLC 210.00%0.00%0.00%Q4 2019Q3 20233
JDM Financial Group LLC 330.01%0.01%0.01%Q1 2023Q3 20233
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
BARINGS LLC 330.12%0.13%0.13%Q1 2021Q3 20213
Financial Advocates Investment Management 330.08%0.08%0.09%Q3 2022Q1 20233
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Latitude Advisors, LLC 330.08%0.08%0.09%Q3 2021Q1 20223
Consolidated Portfolio Review Corp 330.11%0.13%0.14%Q1 2023Q3 20233
M&R CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q2 2023Q4 20233
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Selective Wealth Management, Inc. 330.01%0.01%0.01%Q1 2021Q3 20213
Crewe Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Advisory Alpha, LLC 110.00%0.00%0.01%Q3 2019Q3 20203
Mariner, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Parkside Financial Bank & Trust 330.00%0.00%0.00%Q1 2023Q3 20233
HAP Trading, LLC 330.03%0.14%0.24%Q1 2022Q3 20223
WEST PACES ADVISORS INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Veritable, L.P. 330.00%0.00%0.00%Q2 2021Q4 20213
WJ Wealth Management, LLC 330.36%0.67%1.27%Q1 2023Q3 20233
H&H Retirement Design & Management INC 330.50%0.55%0.60%Q1 2023Q3 20233
Ten Capital Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
CREATIVE FINANCIAL DESIGNS INC /ADV 330.01%0.02%0.02%Q1 2023Q3 20233
INSIGNEO ADVISORY SERVICES, LLC 330.08%0.08%0.09%Q1 2023Q3 20233
Stone House Investment Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Asset Dedication, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q4 2022Q2 20232
Phoenix Wealth Advisors 220.20%0.20%0.21%Q2 2023Q3 20232
Bay Harbor Wealth Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
FIFTH THIRD BANCORP 220.00%0.00%0.00%Q2 2023Q3 20232
FIRST MANHATTAN CO. LLC. 220.00%0.00%0.00%Q1 2021Q2 20212
ATLAS CAPITAL ADVISORS LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BARRETT & COMPANY, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
WADDELL & ASSOCIATES, LLC 220.03%0.05%0.06%Q2 2023Q3 20232
TRUST CO OF VERMONT 220.00%0.00%0.00%Q2 2023Q3 20232
BRIGHTON JONES LLC 110.01%0.02%0.02%Q2 2020Q4 20212
Wealthspire Advisors, L.P. 220.00%0.00%0.00%Q4 2018Q1 20192
FSA Wealth Management LLC 220.01%0.01%0.01%Q1 2020Q2 20202
SONATA CAPITAL GROUP INC 220.10%0.10%0.11%Q1 2021Q2 20212
Sandy Spring Bank 220.00%0.00%0.00%Q1 2023Q2 20232
GPS Wealth Strategies Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Global Wealth Strategies & Associates 220.00%0.00%0.00%Q3 2023Q4 20232
Migdal Insurance & Financial Holdings Ltd. 220.00%0.00%0.00%Q3 2018Q4 20182
WFA Asset Management Corp 220.02%0.02%0.02%Q2 2023Q3 20232
Activest Wealth Management 220.01%0.01%0.01%Q3 2022Q4 20222
HM PAYSON & CO 220.00%0.00%0.00%Q2 2023Q3 20232
Spire Wealth Management 220.00%0.00%0.00%Q2 2023Q3 20232
RAYMOND JAMES & ASSOCIATES 220.00%0.00%0.00%Q2 2023Q3 20232
Farther Finance Advisors, LLC 220.00%0.01%0.02%Q2 2023Q3 20232
Bison Wealth, LLC 220.02%0.02%0.02%Q2 2021Q3 20212
ENVESTNET ASSET MANAGEMENT INC 220.00%0.00%0.00%Q2 2023Q3 20232
BlackRock Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
PRUDENTIAL PLC 220.00%0.01%0.01%Q4 2019Q1 20202
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2022Q2 20232
Coston, McIsaac & Partners 220.00%0.00%0.00%Q2 2023Q3 20232
Brookstone Capital Management 220.01%0.01%0.01%Q2 2023Q3 20232
Core Wealth Advisors, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
ROWLAND CARMICHAEL ADVISORS INC /ADV 220.00%0.00%0.01%Q4 2019Q1 20202
Belvedere Trading LLC 220.02%0.06%0.10%Q4 2020Q1 20212
Atria Wealth Solutions, Inc. 110.00%0.01%0.02%Q1 2022Q2 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
WMG Financial Advisors, LLC 220.16%0.16%0.17%Q2 2023Q3 20232
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
Beverly Hills Private Wealth, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
TSFG, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
NEXT Financial Group, Inc 110.00%0.00%0.00%Q1 2021Q1 20211
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Horizon Investments, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
KCS Wealth Advisory 110.00%0.00%0.00%Q3 2019Q3 20191
PCA Investment Advisory Services Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
SOA Wealth Advisors, LLC. 110.00%0.00%0.00%Q3 2023Q3 20231
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q3 2023Q3 20231
One Capital Management, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
WILLNER & HELLER, LLC 110.27%0.27%0.27%Q4 2021Q4 20211
BARCLAYS PLC 110.00%0.00%0.00%Q2 2021Q2 20211
Baird Financial Group, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Affiance Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Hoover Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
HSBC HOLDINGS PLC 110.00%0.00%0.00%Q4 2021Q4 20211
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q3 2023Q3 20231
OLD MISSION CAPITAL LLC 110.06%0.06%0.06%Q4 2022Q4 20221
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Fortitude Advisory Group L.L.C. 110.00%0.00%0.00%Q1 2022Q1 20221
Wagner Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
HB Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ASSETMARK, INC 110.00%0.00%0.00%Q1 2021Q1 20211
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Cranbrook Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Fieldpoint Private Securities, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Watson Rebecca 110.03%0.03%0.03%Q2 2020Q2 20201
Cerity Partners LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Intercontinental Wealth Advisors, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Ellis Investment Partners, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q4 2023Q4 20231
WT Wealth Management 111.21%1.21%1.21%Q2 2023Q2 20231
J.W. COLE ADVISORS, INC. 110.02%0.02%0.02%Q1 2023Q1 20231
S.C. Financial Services, Inc. 110.31%0.31%0.31%Q4 2021Q4 20211
MOSELEY INVESTMENT MANAGEMENT INC 110.14%0.14%0.14%Q1 2021Q1 20211
HOWE & RUSLING INC 110.00%0.00%0.00%Q2 2023Q2 20231
Cetera Advisors LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Wealth Quarterback LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Rather & Kittrell, Inc. 110.19%0.19%0.19%Q4 2021Q4 20211
Homrich & Berg 110.01%0.01%0.01%Q3 2021Q3 20211
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Concord Wealth Partners 110.02%0.02%0.02%Q3 2023Q3 20231
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Ridgewood Investments LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Clearwater Capital Advisors, LLC 110.38%0.38%0.38%Q3 2022Q3 20221
All Season Financial Advisors, Inc. 110.24%0.24%0.24%Q1 2023Q1 20231
Cetera Investment Advisers 110.00%0.00%0.00%Q2 2021Q2 20211
Clearstead Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Center for Financial Planning, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Integrated Wealth Concepts LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Eudaimonia Partners, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
Private Advisor Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
External links

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