ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Cutler Group LLC / CA 13130.00%0.00%0.00%Q1 2021Q1 202426
BANK OF AMERICA CORP /DE/ 24240.00%0.00%0.00%Q3 2018Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.00%Q3 2018Q2 202424
Glassman Wealth Services 22220.00%0.02%0.05%Q1 2019Q2 202422
Citadel Advisors 1130.00%0.00%0.00%Q2 2020Q2 202422
ROYAL BANK OF CANADA 22220.00%0.00%0.00%Q1 2019Q2 202422
WELLS FARGO & COMPANY/MN 21210.00%0.00%0.00%Q2 2019Q2 202421
BANK OF MONTREAL /CAN/ 20200.00%0.00%0.00%Q3 2019Q2 202420
JANE STREET GROUP, LLC 1110.00%0.00%0.01%Q3 2018Q2 202420
FLOW TRADERS U.S. LLC 1110.02%0.12%0.43%Q2 2018Q2 202419
Cambridge Investment Research Advisors, Inc. 19190.00%0.01%0.02%Q4 2019Q2 202419
UBS Group AG 1810.00%0.00%0.00%Q1 2019Q2 202419
Allworth Financial LP 19190.00%0.00%0.00%Q4 2019Q2 202419
Creative Planning 1710.00%0.00%0.00%Q4 2019Q2 202418
OSAIC HOLDINGS, INC. 18180.00%0.00%0.01%Q1 2020Q2 202418
CWM, LLC 1010.00%0.00%0.01%Q1 2019Q2 202417
Princeton Global Asset Management LLC 17170.00%0.00%0.01%Q2 2020Q2 202417
LPL Financial LLC 17170.00%0.00%0.01%Q2 2020Q2 202417
COMMONWEALTH EQUITY SERVICES, LLC 17170.00%0.01%0.01%Q2 2020Q2 202417
Wharton Business Group, LLC 17170.24%0.39%0.73%Q2 2020Q2 202417
IFP Advisors, Inc 17170.00%0.00%0.01%Q2 2020Q2 202417
American Portfolios Advisors 17170.00%0.00%0.01%Q3 2018Q3 202217
Geneos Wealth Management Inc. 1160.00%0.00%0.00%Q2 2019Q2 202417
Wealthcare Advisory Partners LLC 16160.02%0.09%0.22%Q3 2020Q2 202416
Sunbelt Securities, Inc. 16160.01%0.08%0.13%Q3 2020Q2 202416
FMR LLC 1010.00%0.00%0.00%Q2 2019Q2 202416
Kestra Advisory Services, LLC 15150.00%0.01%0.01%Q4 2020Q2 202415
MORGAN STANLEY 15150.00%0.00%0.00%Q4 2020Q2 202415
Pacific Center for Financial Services 960.00%0.00%0.01%Q3 2020Q2 202415
Stonehage Fleming Financial Services Holdings Ltd 15150.00%0.03%0.07%Q4 2020Q2 202415
PNC FINANCIAL SERVICES GROUP, INC. 1310.00%0.00%0.00%Q3 2020Q2 202414
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14140.00%0.00%0.01%Q1 2021Q2 202414
Capital Investment Advisory Services, LLC 14140.00%0.00%0.00%Q1 2021Q2 202414
SIGNATUREFD, LLC 14140.00%0.00%0.00%Q1 2021Q2 202414
Founders Capital Management 13130.00%0.35%0.90%Q1 2021Q1 202413
SIMPLEX TRADING, LLC 820.00%0.00%0.00%Q1 2020Q2 202413
HARBOUR INVESTMENTS, INC. 940.01%0.01%0.02%Q1 2021Q2 202413
Mascoma Wealth Management LLC 1210.00%0.02%0.05%Q1 2021Q2 202413
CREDIT SUISSE AG/ 1210.00%0.00%0.01%Q2 2018Q1 202413
Cetera Advisor Networks LLC 710.00%0.00%0.01%Q2 2020Q4 202313
Avior Wealth Management, LLC 13130.00%0.00%0.00%Q4 2020Q4 202313
EVERMAY WEALTH MANAGEMENT LLC 13130.00%0.00%0.01%Q2 2021Q2 202413
Parallel Advisors, LLC 1120.00%0.00%0.00%Q2 2020Q2 202413
Wolf Group Capital Advisors 750.16%0.26%0.40%Q1 2021Q2 202412
CAPTRUST FINANCIAL ADVISORS 930.00%0.00%0.00%Q1 2019Q2 202212
Cordasco Financial Network 12120.00%0.01%0.01%Q3 2019Q2 202212
Banque Cantonale Vaudoise 12120.00%0.00%0.00%Q2 2021Q1 202412
TimeScale Financial, Inc. 12120.00%0.01%0.01%Q3 2020Q2 202312
US BANCORP \DE\ 840.00%0.00%0.00%Q1 2021Q2 202412
CITIGROUP INC 740.00%0.00%0.00%Q3 2020Q2 202411
HighTower Advisors, LLC 610.00%0.00%0.00%Q1 2021Q2 202411
Baystate Wealth Management LLC 11110.00%0.00%0.00%Q2 2021Q4 202311
STIFEL FINANCIAL CORP 830.00%0.00%0.00%Q2 2020Q2 202411
AdvisorNet Financial, Inc 650.00%0.00%0.01%Q3 2021Q2 202411
Kistler-Tiffany Companies, LLC 10100.02%0.04%0.06%Q1 2021Q2 202310
Compagnie Lombard Odier SCmA 820.00%0.00%0.00%Q4 2018Q3 202210
Beacon Capital Management, LLC 10100.00%0.00%0.00%Q1 2022Q2 202410
Front Row Advisors LLC 10100.00%0.00%0.00%Q2 2020Q3 202210
Raymond James Financial Services Advisors, Inc. 550.00%0.01%0.02%Q4 2020Q2 202410
Federation des caisses Desjardins du Quebec 10100.00%0.00%0.01%Q1 2022Q2 202410
M Holdings Securities, Inc. 630.24%0.52%0.76%Q1 2020Q3 20229
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 720.00%0.00%0.00%Q2 2021Q2 20249
NATIONAL BANK OF CANADA /FI/ 990.00%0.00%0.00%Q4 2021Q4 20239
RETIREMENT CAPITAL STRATEGIES 810.10%2.31%4.86%Q2 2020Q2 20239
HAZLETT, BURT & WATSON, INC. 540.00%0.01%0.02%Q1 2022Q2 20249
Retirement Group, LLC 540.01%0.04%0.10%Q1 2021Q1 20249
Key FInancial Inc 990.00%0.00%0.00%Q2 2022Q2 20249
MML INVESTORS SERVICES, LLC 630.00%0.01%0.02%Q1 2019Q2 20249
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q4 2021Q2 20248
JTC Employer Solutions Trustee Ltd 440.00%0.01%0.01%Q2 2021Q4 20238
Financial Management Professionals, Inc. 880.00%0.00%0.01%Q3 2021Q2 20238
Rockefeller Capital Management L.P. 880.00%0.00%0.00%Q1 2021Q4 20228
Lee Financial Co 880.00%0.00%0.00%Q1 2021Q4 20228
Steward Partners Investment Advisory, LLC 620.00%0.01%0.03%Q1 2022Q2 20248
THRIVENT FINANCIAL FOR LUTHERANS 880.00%0.01%0.02%Q1 2020Q4 20218
TOMPKINS FINANCIAL CORP 880.00%0.00%0.00%Q1 2022Q4 20238
J.P. Morgan Private Wealth Advisors LLC 430.00%0.00%0.00%Q4 2021Q3 20237
CENTRAL TRUST Co 770.00%0.00%0.00%Q3 2020Q1 20227
Lodestone Wealth Management LLC 770.18%0.24%0.31%Q4 2022Q2 20247
Pacifica Partners Inc. 770.00%0.00%0.00%Q2 2021Q4 20227
Charter Oak Capital Management, LLC 770.00%0.01%0.01%Q4 2020Q2 20227
Cerity Partners OCIO LLC 770.01%0.01%0.01%Q3 2020Q1 20227
AMERIPRISE FINANCIAL INC 610.00%0.00%0.01%Q1 2022Q2 20247
NewEdge Advisors, LLC 770.00%0.01%0.01%Q4 2022Q2 20247
Advisory Services Network, LLC 310.00%0.00%0.00%Q2 2019Q4 20237
AE Wealth Management LLC 520.00%0.01%0.02%Q1 2021Q2 20247
Global Retirement Partners, LLC 420.00%0.00%0.00%Q4 2019Q2 20246
Belpointe Asset Management LLC 330.01%0.01%0.01%Q2 2021Q1 20236
H&H Retirement Design & Management INC 660.50%0.56%0.61%Q1 2023Q2 20246
Crewe Advisors LLC 660.00%0.00%0.01%Q1 2023Q2 20246
LINCOLN NATIONAL CORP 660.01%0.01%0.01%Q3 2020Q4 20216
JDM Financial Group LLC 660.00%0.00%0.01%Q1 2023Q2 20246
Mariner, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Consolidated Portfolio Review Corp 660.11%0.12%0.14%Q1 2023Q2 20246
Professional Financial Advisors, LLC 660.00%0.01%0.01%Q2 2021Q3 20226
Kovack Advisors, Inc. 660.03%0.04%0.05%Q3 2022Q4 20236
CORA CAPITAL ADVISORS LLC 660.22%0.49%0.61%Q1 2023Q2 20246
Glass Jacobson Investment Advisors llc 510.06%0.10%0.14%Q4 2022Q2 20246
CREATIVE FINANCIAL DESIGNS INC /ADV 660.01%0.02%0.02%Q1 2023Q2 20246
Patriot Financial Group Insurance Agency, LLC 660.02%0.05%0.08%Q2 2021Q3 20226
WJ Wealth Management, LLC 660.19%0.47%1.27%Q1 2023Q2 20246
INSIGNEO ADVISORY SERVICES, LLC 660.04%0.07%0.09%Q1 2023Q2 20246
Paragon Wealth Strategies, LLC 553.59%4.47%6.03%Q4 2020Q4 20215
WFA of San Diego, LLC 210.01%0.02%0.04%Q2 2022Q2 20245
Parkside Financial Bank & Trust 550.00%0.00%0.00%Q1 2023Q1 20245
Prospera Financial Services Inc 320.01%0.01%0.02%Q3 2020Q2 20225
TRUST CO OF VERMONT 550.00%0.00%0.00%Q2 2023Q2 20245
REILLY FINANCIAL ADVISORS, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
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
M&R CAPITAL MANAGEMENT INC 550.00%0.00%0.00%Q2 2023Q2 20245
Stone House Investment Management, LLC 550.00%0.00%0.00%Q1 2023Q1 20245
WEST PACES ADVISORS INC. 550.00%0.00%0.00%Q1 2023Q1 20245
Qube Research & Technologies Ltd 210.00%0.00%0.00%Q1 2021Q2 20245
Farther Finance Advisors, LLC 550.00%0.01%0.03%Q2 2023Q2 20245
Phoenix Wealth Advisors 550.20%0.31%0.49%Q2 2023Q2 20245
Prestige Wealth Management Group LLC 550.00%0.00%0.00%Q1 2021Q1 20225
GPS Wealth Strategies Group, LLC 550.01%0.01%0.01%Q2 2023Q2 20245
RAYMOND JAMES & ASSOCIATES 550.00%0.00%0.00%Q2 2023Q2 20245
Atria Wealth Solutions, Inc. 310.00%0.01%0.02%Q1 2022Q2 20245
Family Asset Management, LLC 550.02%0.02%0.02%Q4 2022Q4 20235
Brookstone Capital Management 550.01%0.01%0.02%Q2 2023Q2 20245
Newbridge Financial Services Group, Inc. 550.00%0.00%0.00%Q1 2021Q1 20225
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q2 2023Q2 20245
WADDELL & ASSOCIATES, LLC 550.03%0.10%0.13%Q2 2023Q2 20245
Coston, McIsaac & Partners 550.00%0.00%0.01%Q2 2023Q2 20245
JPMORGAN CHASE & CO 310.00%0.00%0.00%Q4 2022Q2 20245
ENVESTNET ASSET MANAGEMENT INC 550.00%0.00%0.00%Q2 2023Q2 20245
LADENBURG THALMANN FINANCIAL SERVICES INC. 440.00%0.00%0.00%Q1 2019Q4 20194
Arkadios Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
First Horizon Advisors, Inc. 440.00%0.01%0.01%Q3 2023Q2 20244
Integrated Wealth Concepts LLC 440.00%0.00%0.01%Q3 2023Q2 20244
Spire Wealth Management 440.00%0.00%0.00%Q2 2023Q1 20244
MEEDER ASSET MANAGEMENT INC 440.00%0.00%0.00%Q2 2021Q1 20224
Clearwater Capital Advisors, LLC 310.03%0.11%0.38%Q3 2022Q2 20244
LexAurum Advisors, LLC 440.07%0.08%0.08%Q1 2021Q4 20214
Concord Wealth Partners 440.01%0.02%0.02%Q3 2023Q2 20244
Global Wealth Strategies & Associates 440.00%0.00%0.00%Q3 2023Q2 20244
SeaCrest Wealth Management, LLC 210.01%0.04%0.07%Q3 2019Q2 20224
Salomon & Ludwin, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Financial Partners Group, Inc 440.14%0.16%0.17%Q4 2021Q3 20224
Moss Adams Wealth Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
HOWE & RUSLING INC 310.00%0.00%0.00%Q2 2023Q2 20244
SOA Wealth Advisors, LLC. 440.00%0.00%0.00%Q3 2023Q2 20244
Core Wealth Advisors, Inc. 440.00%0.00%0.00%Q2 2023Q1 20244
Center for Financial Planning, Inc. 440.01%0.01%0.01%Q3 2023Q2 20244
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
AlphaMark Advisors, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
NewSquare Capital LLC 440.00%0.00%0.01%Q1 2022Q4 20224
WMG Financial Advisors, LLC 440.13%0.15%0.17%Q2 2023Q1 20244
Cranbrook Wealth Management, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
BNP PARIBAS FINANCIAL MARKETS 440.00%0.00%0.00%Q3 2023Q2 20244
Asset Dedication, LLC 310.00%0.00%0.00%Q2 2023Q2 20244
TOTH FINANCIAL ADVISORY CORP 440.00%0.00%0.00%Q3 2023Q2 20244
TSFG, LLC 440.03%0.09%0.20%Q3 2023Q2 20244
Advisor Group, Inc. 440.00%0.00%0.00%Q1 2019Q4 20194
NBC SECURITIES, INC. 440.00%0.00%0.00%Q3 2023Q2 20244
Baird Financial Group, Inc. 440.00%0.00%0.00%Q3 2023Q2 20244
TRUIST FINANCIAL CORP 440.00%0.00%0.00%Q2 2020Q1 20214
Advisory Alpha, LLC 110.00%0.00%0.01%Q3 2019Q3 20203
Selective Wealth Management, Inc. 330.01%0.01%0.01%Q1 2021Q3 20213
Concurrent Investment Advisors, LLC 330.01%0.02%0.02%Q4 2023Q2 20243
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20243
HM PAYSON & CO 330.00%0.00%0.00%Q2 2023Q4 20233
CASCADE INVESTMENT GROUP, INC. 330.41%0.66%0.80%Q4 2023Q2 20243
FIFTH THIRD BANCORP 330.00%0.00%0.00%Q2 2023Q4 20233
Belvedere Trading LLC 210.00%0.04%0.10%Q4 2020Q4 20233
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
ATLAS CAPITAL ADVISORS LLC 330.00%0.00%0.00%Q2 2023Q4 20233
Latitude Advisors, LLC 330.08%0.08%0.09%Q3 2021Q1 20223
Veritable, L.P. 330.00%0.00%0.00%Q2 2021Q4 20213
PFG Advisors 330.02%0.02%0.03%Q4 2023Q2 20243
Gimbal Financial 331.00%2.85%6.03%Q4 2023Q2 20243
MeadowBrook Investment Advisors LLC 330.00%0.00%0.00%Q4 2023Q2 20243
HAP Trading, LLC 330.03%0.14%0.24%Q1 2022Q3 20223
Corient Private Wealth LLC 330.00%0.00%0.00%Q4 2023Q2 20243
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q4 2023Q2 20243
Ancora Advisors LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Sigma Planning Corp 330.02%0.03%0.03%Q1 2021Q3 20213
West Wealth Group, LLC 330.10%0.11%0.12%Q4 2023Q2 20243
PEAPACK GLADSTONE FINANCIAL CORP 330.01%0.01%0.01%Q4 2023Q2 20243
Rise Advisors, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Aptus Capital Advisors, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
EAGLE WEALTH STRATEGIES LLC 330.22%0.27%0.31%Q4 2023Q2 20243
Financial Advocates Investment Management 330.08%0.08%0.09%Q3 2022Q1 20233
Naples Money Management LLC 330.00%0.00%0.00%Q4 2023Q2 20243
WFA Asset Management Corp 330.02%0.02%0.02%Q2 2023Q4 20233
Vermillion & White Wealth Management Group, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Horizon Investments, LLC 330.00%0.00%0.00%Q3 2023Q1 20243
BARINGS LLC 330.12%0.13%0.13%Q1 2021Q3 20213
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2022Q4 20233
Dunhill Financial, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.01%Q4 2023Q2 20243
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 330.02%0.03%0.03%Q4 2023Q2 20243
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Ten Capital Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
BRIGHTON JONES LLC 110.01%0.02%0.02%Q2 2020Q4 20212
Stratos Wealth Partners, LTD. 220.01%0.01%0.01%Q1 2024Q2 20242
Bison Wealth, LLC 220.02%0.02%0.02%Q2 2021Q3 20212
CIBC WORLD MARKET INC. 220.00%0.00%0.00%Q1 2024Q2 20242
ROWLAND CARMICHAEL ADVISORS INC /ADV 220.00%0.00%0.01%Q4 2019Q1 20202
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q1 2023Q4 20232
Scarborough Advisors, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Breakwater Investment Management 220.03%0.03%0.03%Q1 2024Q2 20242
D. E. Shaw & Co., Inc. 220.00%0.00%0.00%Q1 2024Q2 20242
Cetera Investment Advisers 110.00%0.00%0.00%Q2 2021Q1 20242
FARMERS & MERCHANTS INVESTMENTS INC 220.00%0.00%0.00%Q1 2024Q2 20242
Sandy Spring Bank 220.00%0.00%0.00%Q1 2023Q2 20232
Taylor Financial Group, Inc. 220.18%0.20%0.21%Q4 2023Q1 20242
FSA Wealth Management LLC 220.01%0.01%0.01%Q1 2020Q2 20202
Atlas Private Wealth Advisors 220.11%0.11%0.11%Q1 2024Q2 20242
PHILLIPS FINANCIAL MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
TruNorth Capital Management, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Bay Harbor Wealth Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Main Street Group, LTD 220.01%0.01%0.01%Q1 2024Q2 20242
Realta Investment Advisors 220.00%0.01%0.01%Q1 2024Q2 20242
CIBC Private Wealth Group LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Cerity Partners LLC 110.00%0.00%0.00%Q3 2023Q2 20242
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
CoreCap Advisors, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Summit X, LLC 220.05%0.06%0.06%Q4 2023Q1 20242
Northwest Financial Advisors 220.02%0.03%0.03%Q1 2024Q2 20242
Gemmer Asset Management LLC 220.02%0.02%0.02%Q1 2024Q2 20242
JAMES INVESTMENT RESEARCH, INC. 220.03%0.03%0.03%Q1 2024Q2 20242
Clearstead Advisors, LLC 110.00%0.00%0.01%Q3 2021Q2 20242
FinTrust Capital Advisors, LLC 220.03%0.03%0.03%Q1 2024Q2 20242
Versant Capital Management, Inc 220.00%0.00%0.00%Q1 2024Q2 20242
PFS Partners, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
Wealthspire Advisors, L.P. 220.00%0.00%0.00%Q4 2018Q1 20192
SONATA CAPITAL GROUP INC 220.10%0.10%0.11%Q1 2021Q2 20212
Migdal Insurance & Financial Holdings Ltd. 220.00%0.00%0.00%Q3 2018Q4 20182
Private Advisor Group, LLC 110.00%0.00%0.00%Q3 2023Q2 20242
Activest Wealth Management 220.01%0.01%0.01%Q3 2022Q4 20222
Continuum Advisory, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
THEORY FINANCIAL LLC 221.90%1.98%2.05%Q4 2023Q1 20242
OneDigital Investment Advisors LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Pensionmark Financial Group, LLC 220.02%0.03%0.04%Q1 2024Q2 20242
BlackRock Finance, Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
PRUDENTIAL PLC 220.00%0.01%0.01%Q4 2019Q1 20202
HUNTINGTON NATIONAL BANK 220.00%0.00%0.00%Q1 2024Q2 20242
ROBINSON CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Gen-Wealth Partners Inc 220.00%0.00%0.00%Q1 2024Q2 20242
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
FIRST MANHATTAN CO. LLC. 220.00%0.00%0.00%Q1 2021Q2 20212
WCG Wealth Advisors LLC 220.03%0.03%0.03%Q1 2024Q2 20242
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2024Q2 20241
MOSELEY INVESTMENT MANAGEMENT INC 110.14%0.14%0.14%Q1 2021Q1 20211
WILLNER & HELLER, LLC 110.27%0.27%0.27%Q4 2021Q4 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
WT Wealth Management 111.21%1.21%1.21%Q2 2023Q2 20231
Fieldpoint Private Securities, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
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
Strategic Financial Concepts, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Larson Financial Group LLC 110.00%0.00%0.00%Q2 2024Q2 20241
BARCLAYS PLC 110.00%0.00%0.00%Q2 2021Q2 20211
MATHER GROUP, LLC. 110.00%0.00%0.00%Q2 2024Q2 20241
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Gradient Investments LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Stephens Consulting, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
S.C. Financial Services, Inc. 110.31%0.31%0.31%Q4 2021Q4 20211
HB Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Intercontinental Wealth Advisors, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
FIDUCIARY FINANCIAL GROUP, LLC 110.11%0.11%0.11%Q2 2024Q2 20241
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
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NBT BANK N A /NY 110.00%0.00%0.00%Q2 2024Q2 20241
Watson Rebecca 110.03%0.03%0.03%Q2 2020Q2 20201
Itau Unibanco Holding S.A. 110.07%0.07%0.07%Q2 2024Q2 20241
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
BARTLETT & CO. WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Affiance Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Unique Wealth Strategies, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Bramshill Investments, LLC 110.03%0.03%0.03%Q1 2024Q1 20241
J.W. COLE ADVISORS, INC. 110.02%0.02%0.02%Q1 2023Q1 20231
Strategic Wealth Investment Group, LLC 110.24%0.24%0.24%Q2 2024Q2 20241
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q2 2024Q2 20241
Ellis Investment Partners, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Cetera Advisors LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Lynx Investment Advisory 110.02%0.02%0.02%Q2 2024Q2 20241
Atlanta Consulting Group Advisors, LLC 110.04%0.04%0.04%Q1 2024Q1 20241
Homrich & Berg 110.01%0.01%0.01%Q3 2021Q3 20211
Bogart Wealth, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Cresset Asset Management, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Family Firm, Inc. 110.01%0.01%0.01%Q2 2024Q2 20241
Eudaimonia Partners, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
OLD MISSION CAPITAL LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Strategic Advocates LLC 110.20%0.20%0.20%Q2 2024Q2 20241
Rockbridge Investment Management, LCC 110.01%0.01%0.01%Q4 2023Q4 20231
PVG ASSET MANAGEMENT CORP 111.78%1.78%1.78%Q4 2023Q4 20231
ASSETMARK, INC 110.00%0.00%0.00%Q1 2021Q1 20211
SCOTIA CAPITAL INC. 110.01%0.01%0.01%Q4 2023Q4 20231
Rather & Kittrell, Inc. 110.19%0.19%0.19%Q4 2021Q4 20211
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Beverly Hills Private Wealth, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
NEXT Financial Group, Inc 110.00%0.00%0.00%Q1 2021Q1 20211
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
PFG Investments, LLC 110.03%0.03%0.03%Q1 2024Q1 20241
All Season Financial Advisors, Inc. 110.24%0.24%0.24%Q1 2023Q1 20231
Ashton Thomas Private Wealth, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
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
ADIRONDACK TRUST CO 110.02%0.02%0.02%Q2 2024Q2 20241
Ridgewood Investments LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Wealth Quarterback LLC 110.00%0.00%0.00%Q1 2020Q1 20201
One Capital Management, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
External links

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