ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 22220.00%0.00%0.01%Q2 2018Q3 202322
Asset Dedication, LLC 22220.00%0.08%0.23%Q2 2018Q3 202322
Accredited Investors Inc. 22220.09%0.64%1.15%Q2 2018Q3 202322
Tower Research Capital LLC (TRC) 22220.00%0.04%0.14%Q2 2018Q3 202322
BlackRock Inc. 21210.00%0.00%0.00%Q3 2018Q3 202321
BANK OF AMERICA CORP /DE/ 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.03%Q3 2018Q3 202321
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 20200.01%0.04%0.06%Q4 2018Q3 202320
CWM, LLC 1280.01%0.18%0.26%Q3 2018Q3 202320
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 20200.00%0.02%0.03%Q4 2018Q3 202320
Gradient Investments LLC 20200.01%0.08%0.16%Q4 2018Q3 202320
BAILARD, INC. 20200.07%0.16%0.24%Q4 2018Q3 202320
GOLDMAN SACHS GROUP INC 20200.00%0.01%0.02%Q4 2018Q3 202320
Tarbox Family Office, Inc. 20200.01%0.06%0.08%Q4 2018Q3 202320
Litman Gregory Wealth Management LLC 1720.01%0.33%0.69%Q4 2018Q3 202319
Cambridge Investment Research Advisors, Inc. 19190.01%0.02%0.03%Q1 2019Q3 202319
Baystate Wealth Management LLC 19190.05%0.09%0.17%Q1 2019Q3 202319
Creative Planning 19190.01%0.04%0.06%Q1 2019Q3 202319
WELLS FARGO & COMPANY/MN 19190.00%0.00%0.00%Q1 2019Q3 202319
FIDUCIARY TRUST CO 19190.04%0.43%0.64%Q1 2019Q3 202319
WHITTIER TRUST CO 19190.01%0.02%0.03%Q1 2019Q3 202319
UBS Group AG 1710.00%0.00%0.01%Q4 2018Q3 202318
Parallel Advisors, LLC 18180.00%0.02%0.04%Q2 2019Q3 202318
EP Wealth Advisors, LLC 18180.01%0.08%0.12%Q2 2019Q3 202318
FinTrust Capital Advisors, LLC 18180.01%0.03%0.04%Q2 2019Q3 202318
Personal Capital Advisors Corp 1440.00%0.00%0.00%Q2 2018Q4 202218
Ameritas Investment Partners, Inc. 18180.01%0.02%0.02%Q2 2019Q3 202318
J.P. Morgan Private Wealth Advisors LLC 1350.00%0.00%0.01%Q4 2018Q3 202318
Main Management LLC 18180.02%0.04%0.06%Q4 2018Q1 202318
COMMONWEALTH EQUITY SERVICES, LLC 18180.00%0.02%0.03%Q2 2019Q3 202318
SAGE FINANCIAL GROUP INC 1350.04%0.08%0.14%Q1 2019Q3 202318
Cranbrook Wealth Management, LLC 18180.01%0.14%0.23%Q2 2019Q3 202318
MORGAN STANLEY 18180.00%0.00%0.00%Q2 2019Q3 202318
Parkside Advisors LLC 17170.14%0.84%1.16%Q4 2019Q4 202317
Mokosak Advisory Group, LLC 17170.14%0.16%0.18%Q3 2019Q3 202317
Steward Partners Investment Advisory, LLC 17170.00%0.01%0.03%Q3 2019Q3 202317
Blue Edge Capital, LLC 17170.13%0.46%0.67%Q3 2019Q3 202317
ASSETMARK, INC 17170.00%0.00%0.01%Q3 2019Q3 202317
IFP Advisors, Inc 17170.00%0.00%0.01%Q3 2019Q3 202317
Stewardship Advisors, LLC 16160.50%0.82%1.16%Q4 2019Q3 202316
Financial Architects, Inc 1240.01%0.07%0.11%Q2 2019Q2 202316
Patriot Financial Group Insurance Agency, LLC 16160.02%0.06%0.09%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.01%Q4 2019Q3 202316
Advisory Services Network, LLC 16160.00%0.06%0.12%Q4 2019Q3 202316
MML INVESTORS SERVICES, LLC 16160.01%0.03%0.07%Q4 2019Q3 202316
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16160.02%0.23%0.33%Q4 2019Q3 202316
Carolina Wealth Advisors, LLC 16160.02%0.07%0.10%Q4 2019Q3 202316
Willow Creek Wealth Management Inc. 16160.12%0.20%0.29%Q4 2019Q3 202316
Affinity Capital Advisors, LLC 16160.17%0.55%0.81%Q4 2019Q3 202316
Portland Global Advisors LLC 1420.07%0.12%0.20%Q3 2019Q3 202316
VAUGHAN & Co SECURITIES, INC. 16160.19%0.33%0.42%Q4 2019Q3 202316
ENVESTNET ASSET MANAGEMENT INC 16160.01%0.05%0.09%Q4 2019Q3 202316
Morningstar Investment Services LLC 16160.01%0.03%0.05%Q4 2019Q3 202316
JNBA Financial Advisors 16160.01%0.07%0.14%Q4 2019Q3 202316
Savant Capital, LLC 15150.03%0.07%0.12%Q1 2020Q3 202315
AdvisorNet Financial, Inc 15150.00%0.01%0.03%Q1 2020Q3 202315
NORTHERN TRUST CORP 15150.00%0.01%0.01%Q1 2020Q3 202315
Capital Analysts, LLC 15150.00%0.01%0.02%Q1 2020Q3 202315
Boston Standard Wealth Management, LLC 15150.10%0.14%0.17%Q2 2020Q4 202315
Raymond James Financial Services Advisors, Inc. 15150.00%0.00%0.01%Q1 2020Q3 202315
Capital Investment Advisory Services, LLC 15150.01%0.35%0.50%Q1 2020Q3 202315
Stokes Family Office, LLC 1410.03%0.04%0.07%Q4 2019Q3 202315
Hardy Reed LLC 15150.12%0.14%0.16%Q1 2020Q3 202315
SEI INVESTMENTS CO 15150.00%0.01%0.02%Q1 2020Q3 202315
Vision Capital Management, Inc. 15150.10%0.22%0.37%Q1 2020Q3 202315
Sugarloaf Wealth Management, LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.02%0.04%Q1 2020Q3 202315
HM PAYSON & CO 14140.00%0.00%0.01%Q2 2020Q3 202314
Crestwood Advisors Group, LLC 14140.03%0.07%0.08%Q2 2020Q3 202314
Larson Financial Group LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
CAPTRUST FINANCIAL ADVISORS 14140.00%0.00%0.01%Q2 2020Q3 202314
FLPUTNAM INVESTMENT MANAGEMENT CO 14140.41%1.79%2.21%Q2 2020Q3 202314
Sand Hill Global Advisors, LLC 14140.12%0.33%0.53%Q2 2020Q3 202314
IAG Wealth Partners, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
WEALTHSOURCE PARTNERS, LLC 14140.03%0.10%0.19%Q2 2020Q3 202314
CITIZENS FINANCIAL GROUP INC/RI 14140.00%0.50%0.96%Q2 2020Q3 202314
Relyea Zuckerberg Hanson LLC 14140.13%0.26%0.40%Q2 2020Q3 202314
STIFEL FINANCIAL CORP 14140.00%0.00%0.00%Q2 2020Q3 202314
AMERIPRISE FINANCIAL INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Ally Invest Advisors Inc. 14140.10%0.28%0.37%Q2 2020Q3 202314
Ellis Investment Partners, LLC 14140.00%0.00%0.01%Q2 2019Q3 202214
Trilogy Capital Inc. 14140.02%0.08%0.12%Q2 2020Q3 202314
TimeScale Financial, Inc. 14140.01%0.01%0.02%Q1 2020Q2 202314
Dorsey & Whitney Trust CO LLC 14140.03%0.05%0.07%Q2 2020Q3 202314
Bragg Financial Advisors, Inc 14140.02%0.03%0.03%Q2 2020Q3 202314
PARK AVENUE SECURITIES LLC 14140.01%0.11%0.18%Q2 2020Q3 202314
WRAPMANAGER INC 14141.58%1.76%2.02%Q2 2020Q3 202314
BLUESTEM FINANCIAL ADVISORS, LLC 14140.28%1.30%1.83%Q2 2020Q3 202314
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
RPg Family Wealth Advisory, LLC 1040.85%1.05%1.40%Q1 2020Q3 202314
Orion Portfolio Solutions, LLC 720.00%0.01%0.02%Q1 2020Q3 202313
ALESCO ADVISORS LLC 13130.01%0.15%0.25%Q3 2020Q3 202313
Mascoma Wealth Management LLC 1210.05%0.55%0.82%Q2 2019Q3 202313
CREATIVE FINANCIAL DESIGNS INC /ADV 13130.01%0.03%0.05%Q3 2020Q3 202313
MERCER GLOBAL ADVISORS INC /ADV 13130.01%0.03%0.04%Q3 2020Q3 202313
BEACON INVESTMENT ADVISORY SERVICES, INC. 13130.09%0.10%0.11%Q3 2020Q3 202313
Wealthcare Advisory Partners LLC 13130.04%0.06%0.08%Q3 2020Q3 202313
Perigon Wealth Management, LLC 1210.02%0.06%0.11%Q3 2011Q3 202313
Baldrige Asset Management LLC 13130.13%0.17%0.20%Q1 2020Q1 202313
ERTS Wealth Advisors, LLC 13130.07%0.09%0.12%Q3 2020Q3 202313
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13130.00%0.01%0.02%Q3 2020Q3 202313
PrairieView Partners, LLC 13130.01%0.02%0.04%Q3 2020Q3 202313
LPL Financial LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
Haverford Trust Co 13130.01%0.01%0.02%Q3 2020Q3 202313
RWA WEALTH PARTNERS, LLC 13130.02%0.13%0.19%Q3 2019Q3 202213
Autus Asset Management, LLC 13130.03%0.10%0.16%Q4 2019Q4 202213
CGN Advisors LLC 13130.09%0.16%0.25%Q4 2020Q4 202313
Sowell Financial Services LLC 1010.02%0.04%0.09%Q3 2019Q2 202312
Stordahl Capital Management, Inc. 12120.07%0.09%0.11%Q4 2020Q3 202312
Goodwin Investment Advisory 12120.03%0.28%0.57%Q4 2020Q3 202312
Montecito Bank & Trust 12120.11%0.12%0.13%Q1 2021Q4 202312
SPINNAKER TRUST 12120.02%0.07%0.10%Q4 2020Q3 202312
GRIMES & COMPANY, INC. 810.01%0.04%0.06%Q4 2019Q3 202312
Vontobel Holding Ltd. 12120.19%0.25%0.30%Q4 2020Q3 202312
Geneos Wealth Management Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
ETF Portfolio Partners, Inc. 12120.12%0.18%0.23%Q2 2020Q1 202312
M&T BANK CORP 12120.01%0.07%0.10%Q4 2020Q3 202312
Wescott Financial Advisory Group, LLC 12120.22%0.29%0.50%Q4 2020Q3 202312
Brookstone Capital Management 12120.02%0.02%0.04%Q4 2020Q3 202312
Austin Private Wealth, LLC 1110.05%0.12%0.17%Q3 2020Q3 202312
BLB&B Advisors, LLC 12120.02%0.02%0.03%Q4 2020Q3 202312
PRUDENTIAL FINANCIAL INC 1110.00%0.00%0.00%Q3 2020Q3 202312
Horst & Graben Wealth Management LLC 1110.13%0.33%0.44%Q3 2020Q3 202312
Bond & Devick Financial Network, Inc. 12120.34%0.38%0.44%Q4 2020Q3 202312
Bangor Savings Bank 12120.03%0.04%0.04%Q4 2020Q3 202312
HARVEST GROUP WEALTH MANAGEMENT, LLC 12121.66%3.46%5.34%Q2 2020Q1 202312
Apella Capital, LLC 930.08%0.14%0.20%Q4 2020Q4 202312
BSW Wealth Partners 12120.08%0.24%0.48%Q4 2020Q3 202312
Private Advisor Group, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
RFG Advisory, LLC 12120.03%0.05%0.09%Q4 2020Q3 202312
Wells Financial Advisors INC 12120.01%0.09%0.23%Q4 2020Q3 202312
Adero Partners, LLC 12120.02%0.68%1.57%Q3 2020Q2 202312
Opal Wealth Advisors, LLC 12120.17%0.24%0.34%Q4 2020Q3 202312
One Day In July LLC 12120.07%0.09%0.13%Q4 2020Q3 202312
EVERGREEN CAPITAL MANAGEMENT LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
Walkner Condon Financial Advisors LLC 840.14%0.20%0.39%Q3 2020Q3 202312
FMR LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
SNS Financial Group, LLC 12120.04%0.07%0.08%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.12%0.19%0.25%Q4 2020Q3 202312
HighTower Advisors, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
RAYMOND JAMES & ASSOCIATES 12120.00%0.00%0.00%Q4 2020Q3 202312
MATHER GROUP, LLC. 12120.02%0.03%0.04%Q4 2020Q3 202312
4Thought Financial Group Inc. 11110.02%0.02%0.02%Q1 2021Q3 202311
Diversified Trust Co 11110.02%0.04%0.06%Q2 2021Q4 202311
WADE G W & INC 11110.01%0.03%0.04%Q1 2021Q3 202311
Financial Advisors, LLC 11110.17%0.48%0.71%Q1 2021Q3 202311
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 11110.02%0.04%0.10%Q1 2021Q3 202311
CWS Financial Advisors, LLC 830.09%0.10%0.13%Q4 2020Q3 202311
COMMERCE BANK 11110.00%0.00%0.01%Q1 2021Q3 202311
SIGNATUREFD, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Kestra Advisory Services, LLC 1010.00%0.01%0.02%Q4 2020Q3 202311
Sharkey, Howes & Javer 11110.10%0.39%1.06%Q1 2021Q3 202311
TRUEFG, LLC 11110.11%0.13%0.15%Q1 2021Q3 202311
SAX WEALTH ADVISORS, LLC 11110.07%0.08%0.13%Q1 2021Q3 202311
LINCOLN NATIONAL CORP 1010.01%0.01%0.02%Q2 2020Q3 202311
One Wealth Advisors, LLC 11110.29%0.56%0.83%Q1 2021Q3 202311
Pathway Financial Advisors LLC 830.10%0.17%0.22%Q3 2020Q3 202311
Acropolis Investment Management, LLC 11110.01%0.03%0.05%Q1 2021Q3 202311
THRIVENT FINANCIAL FOR LUTHERANS 11110.00%0.00%0.00%Q1 2021Q3 202311
SUSQUEHANNA INTERNATIONAL GROUP, LLP 910.00%0.00%0.00%Q2 2020Q3 202311
Addison Advisors LLC 1010.12%0.56%1.10%Q4 2020Q3 202311
REGIONS FINANCIAL CORP 11110.01%0.01%0.02%Q1 2021Q3 202311
Center for Financial Planning, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
Tortoise Investment Management, LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
McClarren Financial Advisors, Inc. 650.08%0.19%0.38%Q4 2020Q3 202311
Bank of New York Mellon Corp 11110.00%0.00%0.00%Q1 2021Q3 202311
Summit Wealth Group, LLC 11110.18%0.90%1.25%Q1 2021Q3 202311
Community Bank, N.A. 11110.00%0.00%0.00%Q1 2021Q3 202311
Cetera Advisor Networks LLC 1010.00%0.01%0.01%Q2 2020Q3 202311
Baird Financial Group, Inc. 550.00%0.00%0.01%Q1 2021Q3 202310
55I, LLC 10100.02%0.14%0.21%Q2 2020Q3 202210
HARBOUR INVESTMENTS, INC. 640.00%0.07%0.10%Q1 2021Q3 202310
PLANNING ALTERNATIVES LTD /ADV 10100.05%0.09%0.13%Q2 2021Q3 202310
Cetera Investment Advisers 10100.02%0.03%0.04%Q2 2021Q3 202310
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 10100.04%0.11%0.21%Q2 2021Q3 202310
AE Wealth Management LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Equitable Holdings, Inc. 820.01%0.02%0.02%Q2 2020Q4 202210
Laurel Wealth Planning LLC 10100.01%0.59%1.10%Q2 2021Q3 202310
1ST SOURCE BANK 10100.01%0.02%0.02%Q2 2021Q3 202310
Bogart Wealth, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Key FInancial Inc 10100.00%0.00%0.01%Q4 2020Q1 202310
Acorns Advisers, LLC 10100.05%0.15%0.20%Q2 2021Q3 202310
Global Retirement Partners, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
First Horizon Advisors, Inc. 640.00%0.01%0.02%Q1 2021Q3 202310
Janney Montgomery Scott LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
SigFig Wealth Management, LLC 10100.02%0.14%0.28%Q2 2021Q3 202310
Wealth Alliance 10100.03%0.11%0.17%Q2 2021Q3 202310
Integrated Wealth Concepts LLC 10100.02%0.03%0.04%Q2 2021Q3 202310
One Capital Management, LLC 10100.02%0.03%0.04%Q2 2021Q3 202310
Citadel Advisors 510.00%0.00%0.00%Q1 2019Q2 202310
Concord Wealth Partners 10100.05%0.14%0.19%Q2 2021Q3 202310
Regal Investment Advisors LLC 990.03%0.05%0.06%Q2 2021Q2 20239
Snowden Capital Advisors LLC 710.01%0.02%0.03%Q4 2019Q2 20239
Fountainhead AM, LLC 990.09%0.12%0.15%Q3 2021Q3 20239
US BANCORP \DE\ 990.00%0.00%0.00%Q3 2021Q3 20239
LeJeune Puetz Investment Counsel LLC 990.05%0.06%0.06%Q1 2021Q1 20239
Maryland Capital Management 990.02%0.02%0.03%Q3 2020Q3 20229
HILLTOP WEALTH ADVISORS, LLC 990.28%0.60%0.84%Q1 2021Q1 20239
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
Kistler-Tiffany Companies, LLC 990.00%0.00%0.01%Q2 2021Q2 20239
Financial Engines Advisors L.L.C. 990.00%0.00%0.01%Q3 2021Q3 20239
RAYMOND JAMES TRUST N.A. 990.02%0.02%0.02%Q3 2021Q3 20239
Strategic Blueprint, LLC 990.03%0.05%0.08%Q2 2021Q2 20239
Riverwater Partners LLC 990.31%0.54%1.09%Q4 2021Q4 20239
Rosenberg Matthew Hamilton 990.00%0.00%0.00%Q3 2021Q3 20239
Roof Eidam Maycock Peralta, LLC 540.07%0.08%0.10%Q1 2021Q3 20239
Omega Financial Group, LLC 990.10%0.50%0.89%Q3 2021Q3 20239
Chicago Partners Investment Group LLC 990.02%0.03%0.06%Q3 2021Q3 20239
Elwood & Goetz Wealth Advisory Group, LLC 990.05%0.08%0.11%Q3 2021Q3 20239
Private Capital Group, LLC 990.00%0.01%0.03%Q1 2020Q1 20229
COLDSTREAM CAPITAL MANAGEMENT INC 540.01%0.02%0.02%Q2 2021Q3 20239
APPLETON PARTNERS INC/MA 990.02%0.02%0.02%Q4 2021Q4 20239
AVANTAX ADVISORY SERVICES, INC. 990.00%0.01%0.01%Q3 2021Q3 20239
Brinker Capital Investments, LLC 810.01%0.02%0.02%Q3 2020Q4 20229
Aufman Associates Inc 880.28%0.38%0.49%Q4 2021Q3 20238
Clearstead Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
MISSION WEALTH MANAGEMENT, LP 880.02%0.12%0.20%Q4 2021Q3 20238
Financial Connections Group, Inc. 883.07%4.57%5.95%Q4 2021Q3 20238
Highland Private Wealth Management 880.13%0.22%0.38%Q4 2020Q3 20228
Long Run Wealth Advisors, LLC 880.26%0.28%0.31%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 880.06%0.11%0.14%Q4 2021Q3 20238
JONES FINANCIAL COMPANIES LLLP 880.00%0.00%0.00%Q4 2021Q3 20238
Topel & Distasi Wealth Management, LLC 880.21%0.30%0.40%Q4 2021Q3 20238
PRIVATE CAPITAL MANAGEMENT LLC 880.07%0.13%0.19%Q1 2021Q4 20228
PNC FINANCIAL SERVICES GROUP, INC. 880.00%0.00%0.00%Q4 2021Q3 20238
ENTERPRISE FINANCIAL SERVICES CORP 880.06%0.08%0.13%Q3 2020Q2 20228
Crestone Asset Management LLC 880.12%0.21%0.30%Q4 2021Q3 20238
PICTET BANK & TRUST Ltd 880.77%0.98%1.22%Q2 2019Q1 20218
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.05%0.06%Q4 2021Q3 20238
GRAND WEALTH MANAGEMENT, LLC 880.19%0.23%0.26%Q4 2021Q3 20238
Garde Capital, Inc. 880.06%0.28%0.38%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.19%0.22%0.24%Q3 2021Q3 20238
Aaron Wealth Advisors LLC 710.03%0.11%0.16%Q4 2020Q2 20238
BerganKDV Wealth Management, LLC 710.00%0.01%0.01%Q1 2021Q1 20238
BRANDYWINE OAK PRIVATE WEALTH LLC 880.03%0.03%0.04%Q4 2021Q3 20238
Modera Wealth Management, LLC 880.01%0.05%0.13%Q4 2021Q3 20238
Rockefeller Capital Management L.P. 880.00%0.00%0.00%Q1 2021Q4 20228
EverSource Wealth Advisors, LLC 880.00%0.03%0.07%Q4 2021Q3 20238
Quent Capital, LLC 880.17%0.20%0.23%Q4 2021Q3 20238
Covestor Ltd 880.02%0.02%0.04%Q4 2021Q3 20238
Clearview Wealth Advisors LLC 880.00%0.01%0.02%Q3 2021Q2 20238
Round Rock Advisors, LLC 880.20%0.22%0.25%Q4 2021Q3 20238
Beacon Pointe Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.02%0.02%0.02%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.01%Q4 2021Q3 20238
Stephens Consulting, LLC 880.74%1.09%1.38%Q4 2021Q3 20238
Fingerlakes Wealth Management, Inc. 880.40%0.60%0.74%Q4 2021Q3 20238
Bartlett & Co. LLC 880.00%0.00%0.00%Q1 2022Q4 20238
Pine Haven Investment Counsel, Inc 880.43%0.59%0.71%Q4 2021Q3 20238
PINNACLE ASSOCIATES LTD 880.00%0.01%0.01%Q4 2021Q3 20238
TCWP LLC 880.14%0.20%0.46%Q4 2021Q3 20238
DeDora Capital, Inc. 530.09%0.22%0.33%Q1 2021Q1 20238
Hurlow Wealth Management Group, Inc. 710.14%0.17%0.20%Q3 2021Q3 20238
American Portfolios Advisors 880.02%0.03%0.04%Q4 2020Q3 20228
Wealth Architects, LLC 880.18%0.60%0.87%Q4 2021Q3 20238
HALBERT HARGROVE GLOBAL ADVISORS, LLC 880.02%0.02%0.03%Q2 2020Q1 20228
CPWM, LLC 880.03%0.04%0.05%Q4 2020Q3 20228
REGATTA CAPITAL GROUP, LLC 880.32%0.73%1.15%Q4 2021Q3 20238
Northland Capital Management LLC 880.40%1.00%1.62%Q4 2021Q3 20238
Betterment LLC 770.00%0.02%0.05%Q1 2022Q3 20237
DOHJ, LLC 770.13%0.23%0.30%Q2 2021Q4 20227
TRUSTCORE FINANCIAL SERVICES, LLC 770.00%0.00%0.01%Q2 2021Q4 20227
IMPACTfolio, LLC 611.58%2.01%2.79%Q4 2021Q3 20237
Fortis Capital Management LLC 770.11%0.19%0.28%Q1 2022Q3 20237
NEXT Financial Group, Inc 610.00%0.00%0.01%Q1 2020Q4 20217
Sullivan, Bruyette, Speros & Blaney, LLC 770.02%0.03%0.04%Q3 2019Q1 20217
Pinnacle Wealth Management Advisory Group, LLC 430.03%0.03%0.05%Q4 2021Q3 20237
Venturi Wealth Management, LLC 430.01%0.02%0.02%Q3 2021Q3 20237
Aptus Capital Advisors, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Keystone Financial Services 770.13%0.21%0.31%Q4 2021Q2 20237
HILL ISLAND FINANCIAL LLC 771.09%1.62%2.97%Q1 2022Q3 20237
Van Hulzen Asset Management, LLC 770.03%0.04%0.06%Q2 2021Q4 20227
CreativeOne Wealth, LLC 770.01%0.02%0.02%Q2 2021Q4 20227
PIN OAK INVESTMENT ADVISORS INC 770.00%0.00%0.00%Q2 2021Q4 20227
Dynamic Advisor Solutions LLC 770.02%0.03%0.04%Q4 2020Q2 20227
LifePlan Financial Group, Inc 770.00%0.00%0.01%Q1 2019Q3 20207
Well Done, LLC 770.14%0.18%0.20%Q1 2022Q3 20237
Valeo Financial Advisors, LLC 430.01%0.02%0.04%Q2 2020Q3 20237
BRINKER CAPITAL INC 770.01%0.02%0.02%Q4 2018Q2 20207
Cerity Partners LLC 430.00%0.00%0.01%Q4 2021Q3 20237
Parsec Financial Management, Inc. 770.08%0.18%0.24%Q3 2021Q1 20237
Johnson Bixby & Associates, LLC 770.05%0.06%0.07%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.06%0.07%0.08%Q1 2021Q4 20227
Investors Research Corp 770.00%0.01%0.01%Q1 2022Q3 20237
Clarius Group, LLC 430.02%0.04%0.05%Q4 2021Q3 20237
McKinley Carter Wealth Services, Inc. 770.02%0.02%0.02%Q1 2022Q3 20237
Belpointe Asset Management LLC 770.01%0.01%0.02%Q3 2021Q1 20237
Brooklyn FI, LLC 770.22%0.76%1.06%Q4 2021Q2 20237
Trellis Advisors, LLC 520.12%0.28%0.35%Q3 2021Q3 20237
Regal Wealth Group, Inc. 770.01%0.01%0.01%Q3 2019Q1 20217
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.01%0.04%0.11%Q1 2022Q3 20237
Allworth Financial LP 610.00%0.00%0.02%Q4 2019Q3 20237
Your Advocates Ltd., LLP 770.01%0.01%0.02%Q1 2022Q3 20237
Operose Advisors LLC 770.04%0.06%0.08%Q1 2022Q3 20237
Trust Co 770.03%0.04%0.06%Q1 2022Q3 20237
BENJAMIN F. EDWARDS & COMPANY, INC. 770.00%0.00%0.01%Q1 2022Q3 20237
Wade Financial Advisory, Inc 770.11%0.13%0.16%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.03%0.04%Q1 2022Q3 20237
Capital Asset Advisory Services LLC 510.00%0.00%0.00%Q4 2020Q2 20226
RETIREMENT CAPITAL STRATEGIES 310.11%0.24%0.48%Q3 2018Q1 20216
Endurance Wealth Management, Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
Firestone Capital Management 660.01%0.02%0.02%Q2 2020Q3 20216
Mount Yale Investment Advisors, LLC 420.03%0.03%0.04%Q4 2021Q2 20236
OLD MISSION CAPITAL LLC 660.01%0.06%0.15%Q1 2021Q2 20226
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 510.00%0.00%0.01%Q1 2022Q3 20236
Pensionmark Financial Group, LLC 660.04%0.06%0.08%Q2 2022Q3 20236
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q3 2021Q3 20236
Brewster Financial Planning LLC 420.21%0.28%0.42%Q4 2021Q3 20236
Ascent Group, LLC 660.02%0.03%0.05%Q4 2021Q1 20236
tru Independence LLC 310.01%0.06%0.11%Q2 2020Q1 20226
PDS Planning, Inc 310.03%0.04%0.05%Q2 2021Q3 20236
Cardinal Strategic Wealth Guidance 660.00%0.00%0.00%Q2 2022Q3 20236
Stratos Wealth Partners, LTD. 660.03%0.11%0.14%Q2 2022Q3 20236
NewEdge Advisors, LLC 410.00%0.00%0.01%Q4 2021Q3 20236
TIAA, FSB 660.01%0.12%0.18%Q1 2022Q2 20236
MUFG Americas Holdings Corp 660.00%0.00%0.00%Q2 2021Q3 20226
Veritable, L.P. 510.00%0.00%0.00%Q1 2021Q2 20236
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
First Pacific Financial 310.03%0.15%0.31%Q4 2021Q3 20236
LVW Advisors, LLC 660.08%0.08%0.10%Q2 2020Q3 20216
MA Private Wealth 550.06%0.11%0.13%Q3 2022Q3 20235
UNITED CAPITAL FINANCIAL ADVISORS, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
OneDigital Investment Advisors LLC 410.00%0.01%0.01%Q2 2019Q3 20235
Miracle Mile Advisors, LLC 550.02%0.04%0.06%Q1 2019Q1 20205
B. Riley Wealth Advisors, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
DB Wealth Management Group, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Stratos Wealth Advisors, LLC 320.02%0.02%0.02%Q4 2021Q2 20235
Paracle Advisors, LLC 550.06%0.07%0.08%Q1 2020Q1 20215
Ellevest, Inc. 410.01%0.01%0.01%Q4 2019Q1 20215
CoreCap Advisors, LLC 550.02%0.02%0.02%Q4 2021Q4 20225
Alaska Wealth Advisors 550.58%0.60%0.63%Q3 2022Q3 20235
BALDWIN BROTHERS LLC/MA 550.00%0.00%0.00%Q4 2022Q4 20235
Ameritas Investment Company, LLC 310.00%0.00%0.00%Q4 2018Q1 20215
Baker Avenue Asset Management, LP 210.00%0.12%0.30%Q2 2020Q3 20235
CREDIT SUISSE AG/ 410.00%0.00%0.00%Q2 2022Q3 20235
WealthShield Partners, LLC 320.00%0.01%0.01%Q1 2021Q3 20235
Bridgeworth, LLC 550.04%0.04%0.06%Q3 2022Q3 20235
American Trust 550.02%0.03%0.04%Q3 2022Q3 20235
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 550.04%0.04%0.04%Q3 2022Q3 20235
Grant/GrossMendelsohn, LLC 550.17%0.27%0.30%Q1 2021Q1 20225
Baltimore-Washington Financial Advisors, Inc. 410.02%0.02%0.03%Q4 2021Q1 20235
Qube Research & Technologies Ltd 320.00%0.00%0.00%Q3 2021Q2 20235
SVB WEALTH LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 440.06%0.08%0.13%Q4 2022Q3 20234
Spire Wealth Management 310.00%0.00%0.00%Q2 2021Q3 20234
FLAGSTAR ADVISORS INC 210.04%0.08%0.09%Q3 2021Q4 20224
Braun-Bostich & Associates Inc. 440.08%0.12%0.24%Q4 2019Q3 20204
Farther Finance Advisors, LLC 440.03%0.09%0.19%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.05%0.06%0.06%Q4 2022Q3 20234
Parcion Private Wealth LLC 440.03%0.03%0.03%Q4 2020Q3 20214
SHINE INVESTMENT ADVISORY SERVICES INC 440.01%0.02%0.03%Q4 2019Q3 20204
PATHSTONE FAMILY OFFICE, LLC 440.00%0.16%0.27%Q4 2022Q3 20234
Rothschild & Co Wealth Management UK Ltd 440.00%0.00%0.00%Q2 2020Q1 20214
Curtis Advisory Group, LLC 440.14%0.29%0.42%Q4 2022Q3 20234
Hills Bank & Trust Co 440.03%0.03%0.04%Q4 2022Q3 20234
LADENBURG THALMANN FINANCIAL SERVICES INC. 440.00%0.00%0.00%Q1 2019Q4 20194
Cougar Global Investments Ltd 440.00%0.00%0.00%Q2 2019Q1 20204
Silicon Hills Wealth Management, LLC 210.01%0.14%0.22%Q4 2019Q1 20224
SOA Wealth Advisors, LLC. 440.01%0.01%0.01%Q2 2022Q1 20234
Newbridge Financial Services Group, Inc. 440.00%0.00%0.00%Q1 2021Q4 20214
Shepherd Financial Partners LLC 440.08%0.08%0.09%Q4 2022Q3 20234
BBJS FINANCIAL ADVISORS, LLC 440.08%0.09%0.09%Q4 2022Q3 20234
Carr Financial Group Corp 440.11%0.13%0.15%Q4 2022Q3 20234
Moss Adams Wealth Advisors LLC 440.77%0.84%0.94%Q4 2022Q3 20234
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
West Wealth Group, LLC 440.10%0.11%0.12%Q1 2022Q4 20224
Aspire Private Capital, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
People's United Financial, Inc. 440.01%0.02%0.03%Q1 2021Q4 20214
DFPG INVESTMENTS, LLC 440.04%0.06%0.09%Q4 2022Q3 20234
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 310.01%0.01%0.01%Q4 2019Q4 20204
Arkadios Wealth Advisors 440.00%0.02%0.02%Q4 2020Q3 20214
LAKE STREET ADVISORS GROUP, LLC 440.05%0.06%0.06%Q4 2022Q3 20234
Cetera Advisors LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Integris Wealth Management, LLC 440.64%0.69%0.77%Q4 2022Q3 20234
First Capital Advisors Group, LLC. 440.00%0.00%0.00%Q3 2022Q2 20234
Orgel Wealth Management, LLC 220.01%0.03%0.04%Q3 2022Q3 20234
GoalVest Advisory LLC 330.02%0.03%0.04%Q2 2023Q4 20233
Claraphi Advisory Network, LLC 330.15%0.24%0.35%Q2 2022Q4 20223
FormulaFolio Investments, LLC 330.01%0.03%0.04%Q4 2020Q2 20213
CORNERCAP INVESTMENT COUNSEL INC 210.04%0.04%0.04%Q3 2020Q2 20213
Centerpoint Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Grace Capital 330.03%0.03%0.04%Q4 2019Q2 20203
Richard Bernstein Advisors LLC 110.00%0.01%0.02%Q2 2021Q3 20233
TCI Wealth Advisors, Inc. 210.00%0.01%0.02%Q2 2022Q1 20233
SWS Partners 330.08%0.08%0.08%Q1 2023Q3 20233
Carroll Financial Associates, Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
Members Trust Co 210.01%0.01%0.01%Q2 2021Q1 20223
Onyx Bridge Wealth Group LLC 110.05%0.11%0.15%Q3 2022Q3 20233
Hefren-Tillotson, Inc. 330.24%0.28%0.34%Q3 2021Q1 20223
Francis Financial, Inc. 330.84%0.87%0.88%Q1 2023Q3 20233
Financial Gravity Asset Management, Inc. 330.00%0.02%0.06%Q1 2023Q3 20233
Front Row Advisors LLC 330.00%0.00%0.00%Q2 2021Q4 20213
MORRIS FINANCIAL CONCEPTS, INC. 330.03%0.03%0.04%Q1 2023Q3 20233
AFFINIA FINANCIAL GROUP, LLC 330.22%0.23%0.24%Q4 2022Q2 20233
West Coast Financial LLC 330.04%0.04%0.04%Q1 2023Q3 20233
MONETA GROUP INVESTMENT ADVISORS LLC 210.01%0.01%0.01%Q2 2022Q3 20233
ARMSTRONG ADVISORY GROUP, INC 330.00%0.00%0.00%Q1 2023Q3 20233
WEALTHCARE CAPITAL MANAGEMENT LLC 210.01%0.01%0.01%Q4 2019Q1 20213
Ruedi Wealth Management, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
BECKER CAPITAL MANAGEMENT INC 330.06%0.08%0.11%Q1 2023Q3 20233
Towerpoint Wealth, LLC 330.16%0.25%0.35%Q1 2023Q3 20233
MOLLER WEALTH PARTNERS 210.06%0.07%0.07%Q1 2022Q3 20233
GPS Wealth Strategies Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Fiduciary Trust Co International of Pennsylvania 210.02%0.02%0.02%Q2 2019Q1 20203
Bradley & Co. Private Wealth Management, LLC 330.10%0.10%0.10%Q1 2021Q3 20213
NorthLanding Financial Partners, LLC 330.31%0.31%0.32%Q3 2022Q1 20233
CVA Family Office, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Brouwer & Janachowski, LLC 330.05%0.06%0.06%Q1 2021Q3 20213
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 210.01%0.01%0.01%Q1 2021Q1 20223
Strategic Wealth Partners Group, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
Advisor Group, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
Capital CS Group, LLC 330.39%0.52%0.75%Q2 2021Q4 20213
Column Capital Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.00%0.01%0.03%Q4 2022Q3 20233
Kingsview Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q3 20222
PFM Asset Management LLC 220.00%0.00%0.00%Q2 2021Q3 20212
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
ROWLAND CARMICHAEL ADVISORS INC /ADV 220.00%0.00%0.00%Q4 2019Q1 20202
BOURGEON CAPITAL MANAGEMENT LLC 220.00%0.00%0.01%Q2 2023Q3 20232
High Falls Advisors, Inc 220.06%0.06%0.06%Q4 2021Q1 20222
Dunhill Financial, LLC 223.92%3.97%4.02%Q2 2023Q3 20232
Grey Fox Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
FOUNDERS FINANCIAL SECURITIES LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Alpha Omega Wealth Management LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
LIBERTY WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2021Q3 20212
ST GERMAIN D J CO INC 220.00%0.00%0.00%Q3 2023Q4 20232
COOK WEALTH MANAGEMENT GROUP LLC 220.19%0.24%0.28%Q2 2023Q3 20232
FURE FINANCIAL CORP 220.00%0.00%0.00%Q3 2020Q4 20202
LGT Financial Advisors LLC 110.02%0.08%0.13%Q4 2022Q3 20232
ELM ADVISORS, LLC 110.03%0.04%0.05%Q3 2018Q4 20202
Wealthspire Advisors, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Glassman Wealth Services 220.00%0.00%0.00%Q2 2023Q3 20232
Rehmann Capital Advisory Group 220.00%0.00%0.00%Q1 2019Q2 20192
Stegent Equity Advisors, Inc. 220.19%0.19%0.19%Q4 2021Q1 20222
Hoxton Planning & Management, LLC 220.16%0.17%0.19%Q4 2022Q1 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.02%0.03%Q4 2021Q3 20222
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q4 2019Q2 20212
Focused Wealth Management, Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Robertson Stephens Wealth Management, LLC 220.04%0.05%0.05%Q2 2023Q3 20232
Castle Rock Wealth Management, LLC 220.10%0.11%0.12%Q2 2021Q3 20212
Great Diamond Partners, LLC 220.13%0.13%0.13%Q2 2023Q3 20232
Covenant Multifamily Offices, LLC 220.04%0.06%0.09%Q2 2021Q3 20212
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.01%0.01%Q2 2020Q4 20222
FARMERS & MERCHANTS INVESTMENTS INC 220.00%0.00%0.00%Q3 2022Q4 20222
Reynders McVeigh Capital Management, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
SEAVIEW INVESTMENT MANAGERS LLC 220.08%0.09%0.09%Q4 2021Q1 20222
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Compass Advisory Group LLC 220.15%0.15%0.15%Q2 2022Q3 20222
EATON VANCE MANAGEMENT 220.00%0.00%0.00%Q3 2021Q4 20212
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Apollon Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
ATTICUS WEALTH MANAGEMENT, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Eagle Bay Advisors LLC 220.27%0.30%0.33%Q4 2021Q1 20222
Virtus Family Office LLC 220.83%0.85%0.88%Q2 2023Q3 20232
Archer Investment Corp 220.00%0.00%0.01%Q2 2023Q3 20232
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
PECAUT & CO. 220.04%0.05%0.05%Q2 2023Q3 20232
Fortis Capital Advisors, LLC 220.08%0.09%0.09%Q4 2022Q1 20232
QUEST CAPITAL MANAGEMENT INC /ADV 220.11%0.12%0.12%Q3 2021Q4 20212
Values Added Financial LLC 220.21%0.22%0.23%Q2 2023Q3 20232
HC FINANCIAL ADVISORS INC 220.03%0.03%0.03%Q1 2022Q2 20222
Pinnacle Advisory Group, Inc. 220.02%0.02%0.02%Q4 2020Q1 20212
Corrigan Financial, Inc. 110.07%0.07%0.07%Q4 2022Q4 20221
CITIGROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
MGO ONE SEVEN LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Aries Wealth Management 110.16%0.16%0.16%Q1 2022Q1 20221
AlphaCore Capital LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Stockman Wealth Management, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
PSI Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WEDBUSH SECURITIES INC 110.01%0.01%0.01%Q4 2021Q4 20211
Gemmer Asset Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Spectrum Planning & Advisory Services Inc. 110.19%0.19%0.19%Q4 2021Q4 20211
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Watson Rebecca 110.08%0.08%0.08%Q2 2020Q2 20201
Arlington Financial Advisors, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q2 2023Q2 20231
Fiduciary Alliance LLC 110.02%0.02%0.02%Q2 2023Q2 20231
NewEdge Wealth, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
TRILLIUM ASSET MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q2 2023Q2 20231
TRANSCEND CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
FNY Investment Advisers, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Copperleaf Capital, LLC 110.19%0.19%0.19%Q2 2023Q2 20231
Horizons Wealth Management 110.13%0.13%0.13%Q4 2023Q4 20231
Affiance Financial, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Brown Miller Wealth Management, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
NWAM LLC 110.03%0.03%0.03%Q1 2021Q1 20211
CORBETT ROAD CAPITAL MANAGEMENT, LLC 110.37%0.37%0.37%Q4 2019Q4 20191
Falcon Wealth Planning 110.05%0.05%0.05%Q3 2023Q3 20231
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q4 2021Q4 20211
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Lindbrook Capital, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
First Ascent Asset Management, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
PRESILIUM PRIVATE WEALTH, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Lakewood Asset Management LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Radnor Financial Advisors, LLC 110.38%0.38%0.38%Q3 2022Q3 20221
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
RTD Financial Advisors, Inc. 110.03%0.03%0.03%Q1 2022Q1 20221
FundX Investment Group, LLC 110.24%0.24%0.24%Q2 2021Q2 20211
Monterey Private Wealth, Inc. 110.11%0.11%0.11%Q1 2022Q1 20221
Chesley Taft & Associates LLC 110.04%0.04%0.04%Q3 2018Q3 20181
COMERICA SECURITIES,INC. 110.01%0.01%0.01%Q4 2022Q4 20221
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
Money Design Co.,Ltd. 110.05%0.05%0.05%Q4 2022Q4 20221
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2022Q2 20221
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Ten Capital Wealth Advisors, LLC 110.17%0.17%0.17%Q2 2023Q2 20231
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2022Q1 20221
Shilanski & Associates, Inc. 110.08%0.08%0.08%Q3 2022Q3 20221
Westside Investment Management, Inc. 110.19%0.19%0.19%Q3 2022Q3 20221
WNY Asset Management, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
TIFF ADVISORY SERVICES, LLC 110.46%0.46%0.46%Q1 2021Q1 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Anfield Capital Management, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
Friedenthal Financial 110.26%0.26%0.26%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
Harbor Group, Inc. 110.16%0.16%0.16%Q3 2023Q3 20231
DAVENPORT & Co LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Consolidated Planning Corp 110.07%0.07%0.07%Q3 2021Q3 20211
SIMON QUICK ADVISORS, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Annis Gardner Whiting Capital Advisors, LLC 110.32%0.32%0.32%Q3 2023Q3 20231
Orin Green Financial, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Ipsen Advisor Group LLC 110.29%0.29%0.29%Q4 2022Q4 20221
Dentgroup LLC 110.51%0.51%0.51%Q4 2021Q4 20211
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Oxler Private Wealth LLC 110.03%0.03%0.03%Q3 2022Q3 20221
BAKER TILLY WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Stonehearth Capital Management, LLC 110.13%0.13%0.13%Q2 2022Q2 20221
Smithfield Trust Co 110.00%0.00%0.00%Q2 2022Q2 20221
CATALYST PRIVATE WEALTH, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
SUNTRUST BANKS INC 110.00%0.00%0.00%Q3 2019Q3 20191
McIlrath & Eck, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
ROPES WEALTH ADVISORS LLC 110.22%0.22%0.22%Q4 2022Q4 20221
Guardian Wealth Advisors, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
NATIXIS ADVISORS, L.P. 110.00%0.00%0.00%Q1 2023Q1 20231
Urban Wealth Management, LLC 110.58%0.58%0.58%Q2 2022Q2 20221
Opes Wealth Management LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Leverty Financial Group, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
TIAA TRUST, NATIONAL ASSOCIATION 110.18%0.18%0.18%Q3 2023Q3 20231
External links

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