ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 23230.00%0.00%0.00%Q1 2018Q3 202323
JANE STREET GROUP, LLC 23230.00%0.01%0.03%Q1 2018Q3 202323
AdvisorNet Financial, Inc 23230.00%0.01%0.02%Q1 2018Q3 202323
LPL Financial LLC 23230.00%0.00%0.01%Q1 2018Q3 202323
CWM, LLC 1480.00%0.11%0.92%Q1 2018Q3 202322
ROYAL BANK OF CANADA 22220.00%0.00%0.00%Q1 2018Q2 202322
Cetera Advisors LLC 2110.01%0.01%0.04%Q1 2018Q3 202322
Avantax Planning Partners, Inc. 2110.00%0.03%0.04%Q1 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.02%Q3 2018Q3 202321
STEPHENS INC /AR/ 21210.01%0.01%0.02%Q2 2018Q2 202321
UBS Group AG 1510.00%0.00%0.00%Q1 2018Q3 202320
Cetera Investment Advisers 20200.00%0.08%0.27%Q4 2018Q3 202320
COMMONWEALTH EQUITY SERVICES, LLC 19190.00%0.00%0.01%Q1 2018Q3 202219
AMERIPRISE FINANCIAL INC 19190.00%0.00%0.00%Q1 2019Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.03%0.09%0.17%Q1 2019Q3 202319
Raymond James Financial Services Advisors, Inc. 18180.00%0.00%0.00%Q2 2019Q3 202318
WELLS FARGO & COMPANY/MN 1440.00%0.00%0.00%Q1 2019Q3 202318
Steward Partners Investment Advisory, LLC 1710.00%0.03%0.05%Q3 2018Q2 202318
OPTIMUM INVESTMENT ADVISORS 17170.04%0.13%0.22%Q3 2019Q3 202317
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Geneos Wealth Management Inc. 15150.03%0.06%0.10%Q2 2018Q4 202115
Advocacy Wealth Management Services, LLC 14140.00%3.48%12.15%Q1 2018Q2 202114
Sterneck Capital Management, LLC 14140.25%0.59%0.84%Q4 2019Q1 202314
Citadel Advisors 510.00%0.00%0.01%Q2 2018Q3 202313
MML INVESTORS SERVICES, LLC 1210.01%0.02%0.02%Q1 2018Q1 202213
MORGAN STANLEY 1010.00%0.00%0.00%Q2 2018Q3 202312
True Link Financial Advisors, LLC 12120.22%0.28%0.35%Q4 2020Q3 202312
VALLEY NATIONAL ADVISERS INC 12120.00%0.37%1.01%Q4 2020Q3 202312
BlackRock Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
Stratos Wealth Partners, LTD. 12120.01%0.02%0.04%Q1 2018Q4 202012
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q2 2018Q2 202312
Spire Wealth Management 11110.00%0.01%0.08%Q1 2021Q3 202311
Ford Financial Group, LLC 11110.03%0.14%0.27%Q2 2019Q4 202111
Dynamic Advisor Solutions LLC 10100.02%0.04%0.06%Q2 2019Q3 202110
PHILLIPS FINANCIAL MANAGEMENT, LLC 10100.21%0.26%0.36%Q1 2019Q2 202110
CABOT WEALTH MANAGEMENT INC 10100.04%0.08%0.13%Q1 2018Q2 202010
Retirement Group, LLC 810.01%0.05%0.08%Q4 2019Q1 20229
American Portfolios Advisors 990.00%0.00%0.00%Q1 2019Q1 20219
Investment Advisory Group, LLC 880.21%0.54%0.82%Q4 2021Q3 20238
Advisor Group, Inc. 880.01%0.01%0.01%Q1 2018Q4 20198
THRIVENT FINANCIAL FOR LUTHERANS 610.00%0.00%0.01%Q2 2019Q4 20218
LADENBURG THALMANN FINANCIAL SERVICES INC. 880.01%0.01%0.02%Q1 2018Q4 20198
Patten Group, Inc. 880.06%0.23%0.45%Q3 2019Q2 20218
Mutual Advisors, LLC 880.03%0.05%0.08%Q2 2018Q1 20208
Main Street Financial Solutions, LLC 771.30%1.78%2.05%Q4 2020Q2 20227
Fluent Financial, LLC 770.72%1.78%3.69%Q1 2018Q3 20197
Wall Capital Group, Inc. 310.06%1.03%2.55%Q4 2019Q4 20227
Cornerstone Wealth Management, LLC 420.04%0.06%0.07%Q1 2018Q3 20196
Insight Wealth Strategies, LLC 660.05%0.07%0.10%Q3 2019Q4 20206
Ruggie Capital Group 410.37%1.11%4.55%Q2 2018Q3 20206
WBI INVESTMENTS, LLC 660.04%0.07%0.11%Q4 2020Q1 20226
GREAT VALLEY ADVISOR GROUP, INC. 550.07%0.12%0.17%Q1 2019Q1 20205
JPMORGAN CHASE & CO 550.00%0.00%0.00%Q3 2022Q3 20235
ClearBridge Investments 550.00%0.00%0.00%Q4 2018Q4 20195
Carroll Financial Associates, Inc. 410.00%0.02%0.04%Q3 2019Q2 20215
ENVESTNET ASSET MANAGEMENT INC 550.00%0.00%0.00%Q3 2019Q3 20205
Kestra Advisory Services, LLC 550.01%0.01%0.02%Q3 2020Q3 20215
BOKF, NA 410.00%0.00%0.01%Q1 2021Q2 20225
FLOW TRADERS U.S. LLC 210.02%0.02%0.03%Q1 2019Q4 20205
RAYMOND JAMES & ASSOCIATES 550.00%0.00%0.00%Q1 2019Q1 20205
SAGE FINANCIAL GROUP INC 210.07%0.10%0.13%Q3 2021Q1 20234
Equitable Holdings, Inc. 440.02%0.02%0.03%Q2 2020Q1 20214
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Wealth & Pension Services Group, Inc. 440.49%0.66%1.16%Q4 2018Q3 20194
Golden State Wealth Management, LLC 310.01%0.01%0.01%Q1 2019Q1 20204
Destiny Wealth Partners, LLC 210.02%0.02%0.02%Q4 2020Q3 20213
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Cetera Advisor Networks LLC 210.00%0.02%0.05%Q1 2018Q2 20203
CREATIVE FINANCIAL DESIGNS INC /ADV 330.00%0.02%0.03%Q2 2019Q4 20193
NewEdge Advisors, LLC 330.02%0.03%0.05%Q3 2019Q1 20203
Chicago Partners Investment Group LLC 330.02%0.02%0.02%Q1 2018Q3 20183
Rockefeller Capital Management L.P. 330.00%0.00%0.00%Q2 2021Q4 20213
CKW FINANCIAL GROUP 330.00%0.00%0.00%Q1 2018Q3 20183
Wealthcare Advisory Partners LLC 110.00%0.00%0.01%Q1 2020Q1 20212
HARBOUR INVESTMENTS, INC. 220.00%0.00%0.00%Q2 2022Q3 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
FMR LLC 110.00%0.00%0.00%Q4 2018Q4 20202
Private Advisor Group, LLC 110.00%0.02%0.03%Q1 2018Q2 20202
Elmwood Wealth Management, Inc. 220.03%0.04%0.04%Q2 2018Q3 20182
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q1 2018Q2 20182
First Capital Advisors Group, LLC. 220.61%1.01%1.42%Q1 2018Q2 20182
DB Wealth Management Group, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Cambridge Investment Research Advisors, Inc. 220.00%0.03%0.06%Q3 2019Q4 20192
Virtu Financial LLC 220.02%0.54%1.06%Q1 2018Q2 20182
Valmark Advisers, Inc. 220.01%0.07%0.13%Q3 2019Q4 20192
Essex Savings Bank 110.02%0.02%0.02%Q2 2019Q2 20191
PRW Wealth Management LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bank of New York Mellon Corp 110.00%0.00%0.00%Q1 2018Q1 20181
Advisors Preferred, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q3 2023Q3 20231
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q2 2021Q2 20211
First Heartland Consultants, Inc. 110.07%0.07%0.07%Q1 2018Q1 20181
Aspire Wealth Management Corp 110.17%0.17%0.17%Q4 2021Q4 20211
Advisory Services Network, LLC 110.11%0.11%0.11%Q1 2018Q1 20181
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
BCGM Wealth Management, LLC 110.15%0.15%0.15%Q4 2020Q4 20201
IFP Advisors, Inc 110.00%0.00%0.00%Q2 2018Q2 20181
Hibernia Wealth Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
B, B, H, & B INC. 114.06%4.06%4.06%Q4 2020Q4 20201
WealthTrust Fairport, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
US BANCORP \DE\ 110.00%0.00%0.00%Q3 2021Q3 20211
External links

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