ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 1492.22%7.03%13.01%Q4 2017Q3 202323
BlackRock Inc. 1750.00%0.00%0.01%Q4 2017Q3 202322
Charles Schwab Investment Advisory, Inc. 22220.03%0.14%0.58%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.03%Q3 2018Q3 202321
Focused Wealth Management, Inc 21210.00%0.31%3.19%Q3 2018Q3 202321
ERTS Wealth Advisors, LLC 20204.77%8.85%12.81%Q4 2018Q3 202320
SECURIAN ASSET MANAGEMENT, INC 20200.07%0.09%0.12%Q4 2018Q3 202320
AdvisorNet Financial, Inc 20200.00%0.01%0.04%Q4 2018Q3 202320
Baltimore-Washington Financial Advisors, Inc. 20200.03%0.21%0.31%Q4 2018Q3 202320
ENVESTNET ASSET MANAGEMENT INC 20200.00%0.05%0.11%Q4 2018Q3 202320
UBS Group AG 1910.00%0.08%0.26%Q2 2018Q3 202320
PHILLIPS FINANCIAL MANAGEMENT, LLC 20200.27%0.84%1.40%Q4 2018Q3 202320
Kohmann Bosshard Financial Services, LLC 20200.06%0.13%0.19%Q4 2018Q3 202320
WELLS FARGO & COMPANY/MN 19190.00%0.12%0.30%Q1 2019Q3 202319
US BANCORP \DE\ 19190.00%0.03%0.05%Q1 2019Q3 202319
ROYAL BANK OF CANADA 19190.00%0.00%0.01%Q1 2019Q3 202319
Rockefeller Capital Management L.P. 19190.00%0.01%0.02%Q1 2019Q3 202319
BANK OF AMERICA CORP /DE/ 19190.04%0.07%0.10%Q1 2019Q3 202319
MORGAN STANLEY 19190.00%0.00%0.01%Q1 2019Q3 202319
Cambridge Investment Research Advisors, Inc. 19190.00%0.03%0.08%Q1 2019Q3 202319
THRIVENT FINANCIAL FOR LUTHERANS 19190.00%0.08%0.40%Q1 2019Q3 202319
LPL Financial LLC 18180.00%0.40%0.77%Q2 2019Q3 202318
Neuberger Berman Group LLC 18180.00%0.01%0.01%Q2 2019Q3 202318
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 18180.00%0.00%0.01%Q2 2019Q3 202318
WHITTIER TRUST CO OF NEVADA INC 18180.00%0.01%0.02%Q2 2019Q3 202318
NAPLES GLOBAL ADVISORS, LLC 18180.21%0.28%0.34%Q2 2019Q3 202318
WEALTHSOURCE PARTNERS, LLC 18180.07%0.24%0.60%Q2 2019Q3 202318
MONETA GROUP INVESTMENT ADVISORS LLC 18180.11%0.17%0.25%Q2 2019Q3 202318
Sigma Planning Corp 18180.01%0.03%0.16%Q2 2019Q3 202318
Private Advisor Group, LLC 17170.00%0.03%0.06%Q3 2019Q3 202318
AMERIPRISE FINANCIAL INC 1620.00%0.00%0.01%Q1 2019Q3 202318
Steward Partners Investment Advisory, LLC 18180.00%0.01%0.03%Q2 2019Q3 202318
FMR LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
WHITTIER TRUST CO 18180.00%0.01%0.03%Q2 2019Q3 202318
COMMONWEALTH EQUITY SERVICES, LLC 18180.00%0.01%0.04%Q2 2019Q3 202318
JPMORGAN CHASE & CO 18180.00%0.00%0.01%Q2 2019Q3 202318
CWM, LLC 1080.24%0.29%0.42%Q1 2019Q3 202318
Investors Research Corp 18180.00%0.02%0.03%Q2 2019Q3 202318
Stratos Wealth Partners, LTD. 17170.01%0.06%0.08%Q3 2019Q3 202317
BLAIR WILLIAM & CO/IL 17170.00%0.00%0.00%Q3 2019Q3 202317
Patriot Financial Group Insurance Agency, LLC 17170.00%0.05%0.10%Q1 2019Q1 202317
Cornerstone Management, Inc. 17170.79%1.10%1.32%Q3 2019Q3 202317
IFP Advisors, Inc 17170.00%0.01%0.04%Q3 2019Q3 202317
PRIVATE TRUST CO NA 17170.02%0.09%0.18%Q3 2019Q3 202317
Charles Schwab Trust Co 17170.04%0.34%1.79%Q3 2019Q3 202317
Global Retirement Partners, LLC 970.01%0.26%0.52%Q3 2019Q3 202316
ASSETMARK, INC 16160.06%0.37%1.31%Q4 2019Q3 202316
Capital Investment Advisory Services, LLC 16160.00%0.03%0.08%Q4 2019Q3 202316
Citadel Advisors 510.00%0.00%0.02%Q4 2018Q1 202316
Morningstar Investment Services LLC 16160.28%0.70%1.00%Q4 2019Q3 202316
JANE STREET GROUP, LLC 910.00%0.03%0.19%Q4 2017Q3 202316
DEUTSCHE BANK AG\ 16160.00%0.00%0.01%Q4 2019Q3 202316
Gilbert & Cook, Inc. 16160.04%0.10%0.28%Q4 2019Q3 202316
RAYMOND JAMES & ASSOCIATES 16160.00%0.35%0.47%Q4 2019Q3 202316
CreativeOne Wealth, LLC 16160.04%0.18%0.36%Q4 2019Q3 202316
ALPS ADVISORS INC 15150.04%0.10%0.21%Q1 2020Q3 202315
Equitable Holdings, Inc. 15150.01%0.10%0.22%Q1 2020Q3 202315
FIFTH THIRD BANCORP 1140.00%0.00%0.00%Q4 2019Q3 202315
HOHIMER WEALTH MANAGEMENT, LLC 15150.21%2.36%5.24%Q1 2020Q3 202315
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15150.01%0.03%0.12%Q1 2020Q3 202315
Manning & Napier Group, LLC 15150.00%0.02%0.05%Q1 2020Q3 202315
CAPTRUST FINANCIAL ADVISORS 15150.00%0.01%0.02%Q4 2019Q2 202315
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Clark Capital Management Group, Inc. 1320.01%0.42%1.76%Q1 2019Q3 202315
Larson Financial Group LLC 15150.00%0.01%0.02%Q1 2020Q3 202315
First Horizon Advisors, Inc. 15150.00%0.00%0.00%Q1 2020Q3 202315
Geneos Wealth Management Inc. 15150.00%0.02%0.17%Q1 2020Q3 202315
Aspire Private Capital, LLC 1320.00%0.03%0.27%Q4 2019Q3 202315
RFG Advisory, LLC 710.02%0.13%0.90%Q4 2018Q3 202315
Orion Portfolio Solutions, LLC 1320.00%0.03%0.05%Q4 2019Q3 202315
Archer Investment Corp 15150.00%0.00%0.00%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.03%0.06%0.15%Q1 2020Q3 202315
CLIENT 1ST ADVISORY GROUP, LLC 15150.11%0.37%1.07%Q4 2019Q2 202315
MML INVESTORS SERVICES, LLC 15150.01%0.03%0.07%Q1 2020Q3 202315
Clearstead Advisors, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
GOLDMAN SACHS GROUP INC 15150.00%0.00%0.01%Q1 2020Q3 202315
CITIGROUP INC 15150.00%0.03%0.09%Q1 2020Q3 202315
AMERICAN CENTURY COMPANIES INC 15150.03%0.04%0.05%Q1 2020Q3 202315
Integrated Wealth Concepts LLC 14140.01%0.18%0.48%Q3 2019Q4 202214
PARK AVENUE SECURITIES LLC 1310.01%0.02%0.08%Q1 2020Q3 202314
Alaska Permanent Fund Corp 1222.11%3.84%6.61%Q1 2020Q3 202314
Raymond James Financial Services Advisors, Inc. 14140.01%0.04%0.06%Q2 2020Q3 202314
RAYMOND JAMES TRUST N.A. 14140.15%0.18%0.20%Q2 2020Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.00%0.02%0.06%Q2 2020Q3 202314
VICUS CAPITAL 14140.04%0.14%0.22%Q2 2020Q3 202314
Stadion Money Management, LLC 14140.04%0.06%0.10%Q4 2017Q1 202114
Wakefield Asset Management LLLP 14140.16%0.17%0.20%Q2 2020Q3 202314
Avidian Wealth Solutions, LLC 14140.08%0.30%0.46%Q2 2020Q3 202314
Venture Visionary Partners LLC 1310.02%0.09%0.17%Q4 2019Q3 202314
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 14140.00%2.09%2.78%Q2 2020Q3 202314
Harbour Capital Advisors, LLC 14140.11%0.34%0.50%Q4 2019Q1 202314
AE Wealth Management LLC 14140.01%0.02%0.03%Q2 2020Q3 202314
STIFEL FINANCIAL CORP 13130.00%0.00%0.00%Q3 2020Q3 202313
Sound Income Strategies, LLC 1120.00%0.00%0.01%Q2 2019Q3 202313
COMERICA BANK 1210.00%0.01%0.02%Q1 2020Q3 202313
HOWE & RUSLING INC 13130.05%0.74%1.12%Q3 2020Q3 202313
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q3 2018Q1 202313
Newbridge Financial Services Group, Inc. 13130.00%0.01%0.02%Q3 2020Q3 202313
American Portfolios Advisors 13130.00%0.04%0.09%Q3 2019Q3 202213
Kestra Advisory Services, LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.02%0.06%0.17%Q3 2020Q3 202313
Parallel Advisors, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Columbus Macro, LLC 13130.09%0.12%0.17%Q4 2018Q4 202113
JONES FINANCIAL COMPANIES LLLP 13130.00%0.00%0.00%Q3 2020Q3 202313
TSFG, LLC 13130.00%0.01%0.02%Q3 2019Q3 202213
MERCER GLOBAL ADVISORS INC /ADV 13130.02%0.07%0.12%Q3 2020Q3 202313
PNC FINANCIAL SERVICES GROUP, INC. 13130.00%0.00%0.00%Q3 2020Q3 202313
Bank of New York Mellon Corp 12120.00%0.00%0.01%Q4 2020Q3 202312
Donoghue Forlines LLC 12120.26%1.83%3.68%Q4 2020Q3 202312
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 12120.10%0.36%0.68%Q4 2020Q3 202312
CAPE COD FIVE CENTS SAVINGS BANK 1110.02%1.44%2.31%Q3 2020Q3 202312
V Wealth Advisors LLC 930.08%0.19%0.24%Q2 2019Q2 202212
TRUIST FINANCIAL CORP 12120.01%0.06%0.12%Q4 2020Q3 202312
PFG Advisors 930.02%0.04%0.08%Q3 2020Q3 202312
Western Wealth Management, LLC 840.02%0.12%0.25%Q3 2019Q3 202212
Baird Financial Group, Inc. 12120.01%0.01%0.02%Q4 2020Q3 202312
Vestmark Advisory Solutions, Inc. 12120.01%0.09%0.26%Q4 2020Q3 202312
ALLSTATE CORP 12121.81%3.39%6.46%Q4 2020Q3 202312
MACKENZIE FINANCIAL CORP 12120.01%0.01%0.01%Q4 2020Q3 202312
Leelyn Smith, LLC 930.00%0.00%0.00%Q4 2019Q4 202212
Cetera Investment Advisers 12120.02%0.05%0.10%Q4 2020Q3 202312
Adams Wealth Management 1110.04%0.19%0.33%Q3 2020Q3 202312
Ellevest, Inc. 12120.17%0.19%0.21%Q4 2020Q3 202312
Chesapeake Wealth Management 12120.72%1.53%1.75%Q4 2020Q3 202312
Cetera Advisor Networks LLC 1110.00%0.02%0.05%Q2 2020Q3 202312
Unison Advisors LLC 12120.07%0.16%0.26%Q4 2020Q3 202312
FOUNDERS FINANCIAL SECURITIES LLC 12120.47%0.69%1.06%Q4 2020Q3 202312
BEACON FINANCIAL GROUP 12120.05%0.10%0.18%Q4 2020Q3 202312
Fisher Asset Management, LLC 750.00%0.23%0.53%Q2 2020Q3 202312
Gradient Investments LLC 660.00%0.00%0.00%Q1 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.00%0.03%Q4 2020Q3 202312
BerganKDV Wealth Management, LLC 1010.00%0.30%0.46%Q2 2020Q2 202311
Betterment LLC 11110.01%0.02%0.03%Q1 2021Q3 202311
Creative Planning 11110.00%0.01%0.02%Q1 2021Q3 202311
NewEdge Advisors, LLC 1010.01%0.03%0.08%Q4 2020Q3 202311
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 11110.06%0.17%0.41%Q1 2021Q3 202311
Piscataqua Savings Bank 11110.01%0.01%0.01%Q1 2021Q3 202311
Capital Analysts, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Financial Advocates Investment Management 11110.02%0.05%0.10%Q4 2019Q2 202211
LexAurum Advisors, LLC 11110.09%0.12%0.15%Q3 2019Q1 202211
Marcum Wealth, LLC 11110.15%0.19%0.30%Q1 2021Q3 202311
Pointe Capital Management LLC 11110.23%1.20%1.42%Q1 2021Q3 202311
B. Riley Wealth Advisors, Inc. 1010.01%0.02%0.12%Q1 2020Q4 202211
NORTHERN TRUST CORP 11110.00%0.06%0.23%Q1 2021Q3 202311
Janney Montgomery Scott LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
VALLEY NATIONAL ADVISERS INC 11110.00%0.00%0.00%Q4 2020Q2 202311
HYA Advisors, Inc 11110.34%0.54%0.72%Q4 2019Q2 202211
Apollon Wealth Management, LLC 11110.04%0.05%0.09%Q1 2021Q3 202311
Cedar Brook Financial Partners, LLC 1010.12%0.19%0.23%Q1 2020Q3 202311
Dorsey & Whitney Trust CO LLC 11110.02%0.06%0.10%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.01%0.03%Q1 2021Q3 202311
Vectors Research Management, LLC 11110.00%0.01%0.01%Q4 2019Q2 202211
Snowden Capital Advisors LLC 810.00%0.03%0.06%Q2 2019Q3 202311
Advisory Services Network, LLC 420.00%0.01%0.07%Q2 2019Q1 202311
Concord Wealth Partners 740.00%0.00%0.01%Q4 2020Q3 202311
FLAGSHIP HARBOR ADVISORS, LLC 510.00%0.12%0.42%Q1 2019Q1 202311
McKinley Carter Wealth Services, Inc. 11110.22%0.30%0.35%Q1 2021Q3 202311
OPPENHEIMER & CO INC 11110.01%0.03%0.07%Q1 2021Q3 202311
Prestige Wealth Management Group LLC 740.01%1.54%5.89%Q2 2020Q3 202311
GUGGENHEIM CAPITAL LLC 11110.00%0.02%0.02%Q1 2021Q3 202311
CENTAURUS FINANCIAL, INC. 810.01%0.05%0.12%Q2 2019Q3 202311
Horizon Investments, LLC 11110.08%0.13%0.24%Q1 2021Q3 202311
FIRST MERCANTILE TRUST CO 11110.15%0.67%1.07%Q1 2019Q3 202111
Clearview Wealth Advisors LLC 11110.05%0.12%0.32%Q4 2020Q2 202311
STATE OF WISCONSIN INVESTMENT BOARD 11110.02%0.04%0.05%Q1 2020Q3 202211
SIGNATUREFD, LLC 910.00%0.00%0.00%Q4 2020Q3 202310
CSM Advisors, LLC 10100.05%0.06%0.08%Q2 2021Q3 202310
Capital Asset Advisory Services LLC 510.00%1.76%2.26%Q4 2020Q3 202310
Argent Trust Co 10100.02%0.02%0.02%Q2 2021Q3 202310
Provident Wealth Management, LLC 10100.24%0.37%0.61%Q2 2021Q3 202310
Ameritas Investment Partners, Inc. 910.00%0.00%0.00%Q3 2020Q1 202310
Advisory Alpha, LLC 10103.50%4.22%4.77%Q2 2021Q3 202310
Litman Gregory Wealth Management LLC 820.01%0.16%0.23%Q1 2021Q3 202310
BROWN BROTHERS HARRIMAN & CO 10100.00%0.00%0.00%Q2 2021Q3 202310
HHM Wealth Advisors, LLC 10100.07%0.10%0.18%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.05%0.12%Q1 2021Q3 202310
Copperleaf Capital, LLC 10100.40%2.01%3.32%Q2 2020Q3 202210
FIDUCIENT ADVISORS LLC 10100.06%0.37%0.57%Q2 2021Q3 202310
TOWNSQUARE CAPITAL LLC 10100.02%0.03%0.06%Q2 2021Q3 202310
Belpointe Asset Management LLC 10100.01%0.02%0.04%Q4 2020Q1 202310
TIAA, FSB 10100.04%0.99%1.28%Q1 2021Q2 202310
Virtue Capital Management, LLC 610.08%0.30%0.91%Q2 2019Q3 202310
Mechanics Bank Trust Department 10100.98%1.60%1.84%Q2 2021Q3 202310
SAX WEALTH ADVISORS, LLC 10100.14%0.23%0.30%Q2 2021Q3 202310
Accel Wealth Management 10100.00%0.02%0.02%Q4 2020Q1 202310
UNITED CAPITAL FINANCIAL ADVISORS, LLC 730.00%0.01%0.02%Q4 2019Q3 202210
Key FInancial Inc 10100.00%0.01%0.01%Q2 2021Q3 202310
Regal Investment Advisors LLC 10100.02%0.04%0.12%Q2 2021Q3 202310
HORIZON FINANCIAL SERVICES, LLC 10105.48%6.40%7.01%Q2 2021Q3 202310
Bogart Wealth, LLC 640.00%0.00%0.01%Q1 2020Q4 202210
BENJAMIN F. EDWARDS & COMPANY, INC. 10100.04%0.05%0.06%Q2 2021Q3 202310
Sowell Financial Services LLC 910.01%0.10%0.18%Q4 2019Q3 202310
NSI Retail Advisors, LLC 10100.10%0.15%0.20%Q2 2021Q3 202310
NEXT Financial Group, Inc 640.06%0.18%0.33%Q2 2019Q4 202110
Ford Financial Group, LLC 10100.46%0.98%1.10%Q3 2019Q4 202110
PRUDENTIAL FINANCIAL INC 910.00%0.02%0.09%Q2 2020Q3 202310
RWA WEALTH PARTNERS, LLC 610.17%0.54%0.87%Q3 2020Q3 20239
Pinnacle Advisory Group, Inc. 990.02%0.02%0.03%Q1 2019Q1 20219
HARBOR INVESTMENT ADVISORY, LLC 990.00%0.00%0.00%Q4 2020Q4 20229
Morningstar Investment Management LLC 990.81%3.59%5.65%Q4 2019Q4 20219
Atria Investments, Inc 610.01%0.06%0.24%Q4 2019Q2 20239
High Net Worth Advisory Group LLC 990.55%0.57%0.60%Q4 2021Q4 20239
Stratos Wealth Advisors, LLC 990.08%0.23%0.41%Q4 2020Q4 20229
BANK OF MONTREAL /CAN/ 520.00%0.00%0.01%Q2 2019Q3 20239
Rosenberg Matthew Hamilton 990.00%0.00%0.01%Q3 2021Q3 20239
Freedom Investment Management, Inc. 990.04%0.05%0.05%Q1 2021Q1 20239
TOEWS CORP /ADV 310.35%3.79%15.54%Q4 2019Q2 20239
Genesee Capital Advisors, LLC 990.37%0.83%1.65%Q3 2021Q3 20239
HighTower Advisors, LLC 990.00%0.01%0.02%Q3 2021Q3 20239
Allworth Financial LP 720.00%0.00%0.00%Q4 2019Q3 20239
3EDGE Asset Management, LP 990.08%0.16%0.27%Q2 2020Q2 20229
HUNTINGTON NATIONAL BANK 630.00%0.00%0.00%Q2 2021Q3 20239
Strategic Blueprint, LLC 630.03%0.04%0.08%Q2 2021Q3 20239
Pinion Investment Advisors, LLC 720.22%0.35%0.67%Q4 2020Q3 20239
Jacobi Capital Management LLC 990.00%0.00%0.03%Q4 2019Q4 20219
Pacifica Partners Inc. 990.00%0.00%0.00%Q1 2021Q1 20239
Cutler Group LLC / CA 410.00%0.00%0.00%Q1 2020Q3 20239
Csenge Advisory Group 810.05%0.19%0.82%Q1 2020Q2 20229
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 990.07%0.16%0.26%Q4 2020Q4 20229
Aveo Capital Partners, LLC 510.04%0.49%2.90%Q1 2020Q3 20239
MILLENNIUM MANAGEMENT LLC 410.00%0.01%0.04%Q3 2020Q3 20239
WBI INVESTMENTS, LLC 630.69%6.49%10.95%Q2 2019Q3 20219
Municipal Employees' Retirement System of Michigan 510.51%0.89%1.69%Q1 2020Q2 20238
USAdvisors Wealth Management, LLC 880.16%0.17%0.22%Q2 2021Q1 20238
SALEM INVESTMENT COUNSELORS INC 880.00%0.00%0.01%Q2 2021Q1 20238
Melone Private Wealth, LLC 880.20%0.30%0.59%Q4 2021Q3 20238
Topel & Distasi Wealth Management, LLC 882.15%2.60%2.84%Q4 2021Q3 20238
LOOMIS SAYLES & CO L P 710.00%0.01%0.05%Q3 2018Q3 20238
MERITAGE PORTFOLIO MANAGEMENT 710.02%0.02%0.02%Q3 2020Q1 20238
First Allied Advisory Services, Inc. 880.02%0.04%0.09%Q4 2018Q3 20208
Stephens Consulting, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Ascent Group, LLC 880.03%0.06%0.11%Q4 2021Q3 20238
Summit Financial, LLC 880.04%0.07%0.10%Q4 2021Q3 20238
Disciplined Investments, LLC 880.02%0.03%0.04%Q3 2021Q2 20238
Geneva Partners, LLC 710.19%0.22%0.26%Q4 2019Q4 20218
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q3 2019Q3 20238
Wedmont Private Capital 880.85%0.90%1.04%Q4 2021Q3 20238
GoalVest Advisory LLC 320.03%0.76%1.47%Q4 2020Q4 20238
Congress Wealth Management LLC / DE / 880.01%0.01%0.01%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.01%0.07%Q4 2021Q3 20238
Round Table Services, LLC 880.04%0.06%0.10%Q4 2020Q3 20228
AVANTAX ADVISORY SERVICES, INC. 880.00%0.00%0.01%Q4 2021Q3 20238
Annapolis Financial Services, LLC 880.00%0.00%0.01%Q4 2020Q3 20228
UMB Bank, n.a. 880.00%0.02%0.04%Q4 2021Q3 20238
CENTRAL TRUST Co 710.00%0.00%0.00%Q4 2019Q3 20238
Cavalier Investments, LLC 440.76%3.58%7.32%Q4 2020Q4 20228
Lumature Wealth Partners, LLC 880.00%0.00%0.00%Q2 2021Q1 20238
American Trust 880.31%0.52%0.70%Q4 2021Q3 20238
WealthCare Investment Partners, LLC 880.37%0.51%0.65%Q4 2021Q3 20238
Arkadios Wealth Advisors 710.00%0.05%0.07%Q4 2019Q3 20228
MEEDER ASSET MANAGEMENT INC 880.00%0.00%0.00%Q3 2020Q2 20228
OAK HARBOR WEALTH PARTNERS, LLC 880.44%0.49%0.56%Q4 2021Q3 20238
ATTICUS WEALTH MANAGEMENT, LLC 710.00%0.01%0.06%Q3 2021Q3 20238
Sovereign Financial Group, Inc. 880.14%0.26%0.34%Q4 2020Q3 20228
PFG Private Wealth Management, LLC 880.01%1.94%5.32%Q4 2021Q3 20238
Certified Advisory Corp 410.00%0.07%0.19%Q2 2019Q2 20228
55I, LLC 880.01%0.10%0.16%Q2 2020Q1 20228
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 880.02%0.02%0.03%Q2 2021Q1 20238
COMMERCE BANK 710.00%0.00%0.01%Q4 2020Q3 20238
NATIXIS ADVISORS, L.P. 880.00%0.00%0.00%Q4 2021Q3 20238
Chicago Partners Investment Group LLC 440.02%0.03%0.06%Q4 2020Q3 20238
Covestor Ltd 880.00%0.10%0.18%Q4 2021Q3 20238
Baldrige Asset Management LLC 880.01%0.10%0.15%Q2 2021Q1 20238
IHT Wealth Management, LLC 880.03%0.07%0.10%Q3 2019Q2 20218
FLOW TRADERS U.S. LLC 310.04%0.95%3.95%Q3 2019Q2 20227
FRANKLIN RESOURCES INC 770.00%0.00%0.00%Q1 2022Q3 20237
Triumph Capital Management 770.10%0.19%0.29%Q1 2022Q3 20237
Ironwood Financial, llc 770.00%0.00%0.01%Q1 2020Q3 20217
PPM AMERICA INC/IL 7714.36%44.62%59.44%Q3 2021Q1 20237
Baystate Wealth Management LLC 410.00%0.00%0.00%Q3 2019Q4 20227
Squar Milner Financial Services LLC 520.01%0.01%0.02%Q2 2018Q1 20207
RBA Wealth Management, LLC 430.41%0.44%0.48%Q1 2020Q2 20227
SWS Partners 510.83%1.16%1.72%Q3 2019Q3 20237
Global Trust Asset Management, LLC 770.04%0.05%0.07%Q1 2021Q3 20227
QUEST CAPITAL MANAGEMENT INC /ADV 770.19%0.24%0.34%Q2 2020Q4 20217
Tyler-Stone Wealth Management 520.03%0.03%0.04%Q4 2021Q3 20237
UBS ASSET MANAGEMENT AMERICAS INC 410.00%0.00%0.01%Q2 2019Q3 20237
RATIONAL ADVISORS LLC 771.06%1.89%2.66%Q1 2022Q3 20237
Bedel Financial Consulting, Inc. 430.00%0.02%0.04%Q1 2019Q1 20227
Mariner, LLC 610.00%0.00%0.01%Q4 2021Q3 20237
LifePlan Financial Group, Inc 770.00%0.00%0.00%Q1 2019Q3 20207
SAXON INTERESTS, INC. 770.14%0.35%0.81%Q4 2021Q2 20237
CGN Advisors LLC 770.07%0.20%0.34%Q2 2022Q4 20237
Cooper Financial Group 770.14%0.24%0.48%Q4 2019Q2 20217
Cerity Partners LLC 770.01%0.04%0.06%Q1 2022Q3 20237
PERSONAL CFO SOLUTIONS, LLC 610.00%0.10%0.33%Q1 2020Q4 20217
NATIONAL BANK OF CANADA /FI/ 770.00%0.02%0.04%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 432.88%3.15%3.35%Q1 2021Q4 20227
RAYMOND JAMES TRUST CO. OF NH 772.88%3.17%3.47%Q1 2022Q3 20237
BNP PARIBAS FINANCIAL MARKETS 770.00%0.03%0.05%Q1 2022Q3 20237
Retirement Solution Inc. 770.11%0.14%0.17%Q1 2022Q3 20237
Menard Financial Group LLC 610.32%0.84%3.74%Q1 2020Q4 20217
Teamwork Financial Advisors, LLC 770.04%0.11%0.18%Q2 2020Q4 20217
State of New Jersey Common Pension Fund D 770.09%0.17%0.20%Q3 2020Q1 20227
COUNTRY TRUST BANK 770.00%0.00%0.00%Q1 2021Q3 20227
Savior LLC 770.04%0.05%0.06%Q4 2019Q2 20217
Private Capital Group, LLC 610.00%0.00%0.01%Q1 2020Q4 20217
Financial Management Professionals, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
My Legacy Advisors, LLC 770.11%2.66%6.59%Q1 2022Q3 20237
Qube Research & Technologies Ltd 310.01%0.09%0.18%Q1 2020Q2 20227
Ten Capital Wealth Advisors, LLC 520.00%0.01%0.03%Q2 2021Q1 20237
TCWP LLC 770.26%0.58%0.80%Q1 2022Q3 20237
Carroll Financial Associates, Inc. 770.00%0.00%0.01%Q2 2020Q4 20217
PRUDENTIAL PLC 430.26%1.14%3.86%Q3 2019Q3 20237
Financial Architects, Inc 410.00%0.10%0.28%Q1 2020Q2 20237
Brookstone Capital Management 610.01%0.03%0.05%Q2 2021Q3 20237
Plante Moran Financial Advisors, LLC 320.00%0.00%0.00%Q2 2019Q3 20217
Avior Wealth Management, LLC 510.00%0.02%0.03%Q4 2020Q3 20237
Bromfield Sneider Wealth Advisors 770.04%0.09%0.20%Q2 2022Q4 20237
Vise Technologies, Inc. 771.10%1.32%1.44%Q1 2022Q3 20237
FIRST MANHATTAN CO. LLC. 770.00%0.00%0.00%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.02%0.02%0.05%Q1 2022Q3 20237
LIBERTY WEALTH MANAGEMENT LLC 770.00%0.01%0.02%Q1 2020Q3 20217
Hexagon Capital Partners LLC 660.01%0.03%0.06%Q2 2022Q3 20236
Householder Group Estate & Retirement Specialist, LLC 410.09%0.26%0.35%Q4 2021Q3 20236
Richard C. Young & CO., LTD. 663.83%4.45%4.89%Q1 2021Q2 20226
Retirement Group, LLC 510.00%0.00%0.00%Q2 2021Q4 20226
Tradewinds Capital Management, LLC 420.00%0.00%0.00%Q1 2021Q4 20226
Latitude Advisors, LLC 660.13%0.16%0.19%Q4 2020Q1 20226
Sandy Spring Bank 310.00%0.00%0.00%Q3 2019Q3 20236
WealthShield Partners, LLC 330.00%0.03%0.13%Q4 2020Q3 20236
EATON VANCE MANAGEMENT 660.00%0.02%0.04%Q4 2020Q1 20226
Bartlett & Co. LLC 510.00%0.00%0.00%Q3 2020Q1 20236
Long Run Wealth Advisors, LLC 660.18%0.21%0.26%Q4 2021Q1 20236
TOMPKINS FINANCIAL CORP 510.00%0.00%0.01%Q1 2020Q3 20236
BBVA USA Bancshares, Inc. 660.01%0.02%0.03%Q4 2019Q1 20216
ICA Group Wealth Management, LLC 660.01%0.04%0.07%Q1 2022Q2 20236
HAZLETT, BURT & WATSON, INC. 660.00%0.00%0.01%Q2 2022Q3 20236
LEVEL FOUR ADVISORY SERVICES, LLC 420.01%0.06%0.09%Q4 2019Q3 20236
WealthPLAN Partners, LLC 420.02%0.03%0.04%Q2 2021Q2 20236
VIVID FINANCIAL MANAGEMENT, INC. 510.10%0.14%0.23%Q4 2019Q2 20216
Banque Cantonale Vaudoise 660.00%0.00%0.00%Q3 2021Q4 20226
TRANSCEND CAPITAL ADVISORS, LLC 420.02%0.04%0.05%Q3 2020Q1 20226
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 660.02%0.05%0.08%Q2 2022Q3 20236
Ausdal Financial Partners, Inc. 510.08%0.17%0.20%Q4 2021Q3 20236
Advisor Group, Inc. 660.00%0.00%0.01%Q3 2018Q4 20196
1832 Asset Management L.P. 420.08%0.10%0.12%Q1 2022Q3 20236
FC Advisory LLC 660.10%2.94%3.74%Q3 2022Q4 20236
AXXCESS WEALTH MANAGEMENT, LLC 510.02%0.20%1.03%Q4 2021Q3 20236
Stonebridge Capital Advisors LLC 420.00%0.00%0.00%Q1 2021Q3 20236
Cetera Advisors LLC 410.00%0.01%0.02%Q1 2019Q3 20236
SigFig Wealth Management, LLC 662.42%2.84%3.34%Q2 2022Q3 20236
Petix & Botte Co 310.09%0.14%0.23%Q3 2021Q3 20236
Sage Advisory Services, Ltd.Co. 662.89%4.89%6.28%Q2 2022Q3 20236
FIFTH THIRD SECURITIES, INC. 660.20%0.22%0.24%Q2 2022Q3 20236
Ancora Advisors LLC 660.00%0.00%0.00%Q1 2021Q2 20226
WestEnd Advisors, LLC 660.00%0.00%0.00%Q2 2021Q3 20226
CVA Family Office, LLC 660.02%0.02%0.02%Q1 2022Q2 20236
Counterpoint Mutual Funds LLC 338.00%47.95%84.74%Q2 2021Q3 20236
FDx Advisors, Inc. 660.02%0.08%0.10%Q2 2022Q3 20236
NOTTINGHAM ADVISORS, INC. 660.06%1.01%2.07%Q4 2020Q1 20226
Continuum Advisory, LLC 660.06%0.06%0.07%Q2 2022Q3 20236
RVW Wealth, LLC 660.13%0.19%0.28%Q3 2022Q4 20236
AVAII WEALTH MANAGEMENT, LLC 510.21%0.34%0.41%Q1 2022Q3 20236
FourThought Financial, LLC 660.00%0.00%0.01%Q4 2020Q1 20226
Pallas Capital Advisors LLC 510.05%0.27%0.52%Q2 2021Q3 20236
BTS Asset Management, Inc. 410.19%0.49%0.98%Q2 2021Q3 20236
M&T BANK CORP 330.00%0.03%0.08%Q3 2020Q3 20236
Tolleson Wealth Management, Inc. 661.82%1.97%2.14%Q2 2022Q3 20236
VERUS CAPITAL PARTNERS, LLC 510.05%0.15%0.19%Q1 2022Q3 20236
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.00%0.01%0.03%Q3 2018Q4 20196
SteelPeak Wealth, LLC 510.02%0.04%0.14%Q4 2020Q3 20226
MONEY CONCEPTS CAPITAL CORP 550.00%0.00%0.00%Q4 2021Q4 20225
Horst & Graben Wealth Management LLC 410.12%0.16%0.20%Q1 2020Q2 20215
Avion Wealth 550.00%0.00%0.00%Q3 2022Q3 20235
PFS INVESTMENTS INC. 550.48%0.59%0.69%Q2 2022Q2 20235
RIVERSEDGE ADVISORS, LLC 550.17%1.46%3.25%Q3 2022Q3 20235
DAVENPORT & Co LLC 550.00%0.00%0.01%Q3 2022Q3 20235
AlphaStar Capital Management, LLC 320.06%0.13%0.25%Q2 2019Q2 20225
Semmax Financial Advisors Inc. 550.61%1.11%1.94%Q1 2021Q1 20225
ALLIANCEBERNSTEIN L.P. 550.00%0.00%0.00%Q3 2022Q3 20235
Capital Advisory Group Advisory Services, LLC 550.00%0.00%0.00%Q3 2020Q3 20215
NEW ENGLAND ASSET MANAGEMENT INC 550.09%1.14%1.94%Q3 2022Q3 20235
Zullo Investment Group, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
Ameritas Investment Company, LLC 410.01%0.04%0.07%Q1 2020Q3 20215
Patten Group, Inc. 550.11%0.19%0.25%Q3 2022Q3 20235
Strategic Investment Advisors / MI 210.04%0.06%0.08%Q1 2022Q3 20235
Zions Bancorporation, N.A. 320.00%0.00%0.01%Q2 2020Q1 20225
Centennial Wealth Advisory LLC 550.16%0.24%0.32%Q4 2020Q4 20215
IRON Financial LLC 410.14%0.21%0.46%Q4 2020Q3 20235
Range Financial Group LLC 550.34%0.46%0.58%Q1 2021Q1 20225
Providence Capital Advisors, LLC 410.00%0.00%0.00%Q2 2019Q1 20215
J.W. COLE ADVISORS, INC. 550.02%0.02%0.03%Q3 2022Q3 20235
Strategic Asset Management, LLC 550.02%0.02%0.02%Q3 2021Q3 20225
Wealthfront Advisers LLC 410.00%0.05%0.12%Q1 2022Q3 20235
Braun-Bostich & Associates Inc. 550.81%0.93%1.04%Q2 2022Q2 20235
EverSource Wealth Advisors, LLC 320.00%0.00%0.00%Q2 2022Q3 20235
Wavelength Capital Management, LLC 552.92%5.72%6.64%Q3 2022Q3 20235
Valeo Financial Advisors, LLC 210.00%0.00%0.00%Q3 2019Q1 20215
Merit Financial Group, LLC 410.01%0.03%0.08%Q2 2022Q3 20235
H&H Retirement Design & Management INC 551.33%1.49%1.59%Q4 2021Q4 20225
TRUE Private Wealth Advisors 550.00%0.00%0.00%Q4 2019Q4 20205
Aptus Capital Advisors, LLC 410.00%0.01%0.02%Q1 2020Q4 20225
Tower Research Capital LLC (TRC) 210.00%0.00%0.01%Q4 2020Q3 20225
GYL FINANCIAL SYNERGIES, LLC 550.03%0.23%0.64%Q3 2022Q3 20235
DHK Financial Advisors, Inc. 550.48%0.86%1.40%Q3 2022Q3 20235
Rockbridge Investment Management, LCC 550.00%0.00%0.00%Q4 2020Q4 20215
Sargent Bickham Lagudis LLC 410.00%0.00%0.00%Q4 2019Q1 20225
PARTNERS CAPITAL INVESTMENT GROUP, LLP 551.11%1.58%2.14%Q3 2022Q3 20235
West Wealth Group, LLC 550.36%0.45%0.61%Q1 2022Q1 20235
Simplicity Wealth,LLC 410.14%3.05%4.56%Q4 2021Q3 20235
FLC Capital Advisors 550.11%0.13%0.14%Q3 2020Q3 20215
Community Bank, N.A. 550.07%0.25%0.40%Q4 2020Q4 20215
Summit Global Investments 550.14%0.16%0.18%Q1 2021Q1 20225
1607 Capital Partners, LLC 410.06%0.28%0.58%Q4 2021Q3 20235
MISSION WEALTH MANAGEMENT, LP 440.06%0.07%0.08%Q4 2022Q3 20234
BRIGHTON JONES LLC 310.01%0.02%0.02%Q3 2022Q3 20234
REBALANCE, LLC 444.14%4.45%4.71%Q4 2022Q3 20234
Benedetti & Gucer, Inc. 440.41%0.43%0.46%Q1 2021Q4 20214
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2020Q3 20224
PRINCIPAL FINANCIAL GROUP INC 440.00%0.00%0.00%Q4 2022Q3 20234
Blue Trust, Inc. 440.00%0.00%0.00%Q2 2022Q1 20234
IFG Advisory, LLC 440.04%0.04%0.05%Q1 2022Q4 20224
Farther Finance Advisors, LLC 440.02%0.03%0.05%Q4 2022Q3 20234
Redwood Investment Management, LLC 440.34%1.49%2.12%Q2 2019Q1 20204
Wealth Quarterback LLC 220.00%0.01%0.02%Q4 2019Q3 20214
RPG Investment Advisory, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Selective Wealth Management, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
SageView Advisory Group, LLC 440.02%0.03%0.06%Q4 2022Q3 20234
Gainplan LLC 440.59%1.32%2.46%Q4 2022Q3 20234
Grove Bank & Trust 440.44%0.51%0.54%Q4 2022Q3 20234
Robertson Stephens Wealth Management, LLC 440.11%0.18%0.32%Q4 2022Q3 20234
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q1 2021Q3 20234
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 440.07%0.19%0.31%Q3 2021Q2 20224
PineBridge Investments, L.P. 440.19%0.22%0.25%Q1 2020Q4 20204
Enterprise Trust & Investment Co 440.02%0.02%0.02%Q3 2021Q2 20224
Register Financial Advisors LLC 440.00%0.01%0.01%Q4 2022Q3 20234
WIN ADVISORS, INC 440.00%0.00%0.00%Q1 2022Q4 20224
SYNOVUS FINANCIAL CORP 440.02%0.03%0.04%Q3 2019Q2 20204
Prospera Financial Services Inc 220.00%0.01%0.02%Q1 2022Q3 20234
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Investors Financial Group, LLC 310.11%0.14%0.19%Q4 2019Q4 20214
BESSEMER GROUP INC 210.00%0.00%0.00%Q4 2019Q3 20214
Wilson & Boucher Capital Management, LLC 440.30%0.32%0.33%Q4 2022Q3 20234
Cedar Wealth Management, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Independent Wealth Network Inc. 440.14%0.21%0.33%Q4 2022Q3 20234
Cascadia Advisory Services, LLC 310.10%0.13%0.20%Q3 2020Q3 20214
Clearshares LLC 440.95%0.96%0.98%Q1 2021Q4 20214
U.S. Capital Wealth Advisors, LLC 440.02%0.02%0.02%Q3 2021Q2 20224
WEDBUSH SECURITIES INC 440.04%0.04%0.05%Q3 2022Q2 20234
OTA Financial Group L.P. 440.84%1.25%1.62%Q2 2020Q1 20214
Narus Financial Partners, LLC 440.29%0.30%0.32%Q4 2022Q3 20234
Independence Bank of Kentucky 220.00%0.00%0.00%Q2 2021Q3 20234
Crabel Capital Management, LLC 110.05%0.25%0.41%Q3 2020Q2 20234
Syntegra Private Wealth Group, LLC 440.06%0.08%0.10%Q4 2022Q3 20234
TWO SIGMA SECURITIES, LLC 220.01%0.03%0.06%Q4 2020Q4 20214
Leucadia National 440.16%0.23%0.30%Q4 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Carmichael Hill & Associates, Inc. 440.00%0.00%0.00%Q4 2019Q3 20204
Pensionmark Financial Group, LLC 440.05%0.09%0.14%Q3 2021Q2 20224
Veritable, L.P. 440.01%0.01%0.01%Q3 2022Q2 20234
Capital Investment Advisors, LLC 310.01%0.01%0.01%Q2 2022Q4 20234
Emerald Advisors, LLC 440.06%0.12%0.16%Q3 2021Q2 20224
Allegiance Financial Group Advisory Services LLC 443.00%3.67%4.09%Q4 2022Q3 20234
Asset Dedication, LLC 310.00%0.00%0.00%Q3 2020Q3 20234
OneDigital Investment Advisors LLC 440.01%0.01%0.02%Q4 2022Q3 20234
HRT FINANCIAL LP 210.00%0.03%0.12%Q4 2020Q3 20234
FOSTER DYKEMA CABOT & CO INC/MA 310.01%0.01%0.02%Q2 2022Q3 20234
FORTE ASSET MANAGEMENT LLC 442.85%4.19%5.46%Q4 2022Q3 20234
Bricktown Capital, LLC 445.55%7.47%11.58%Q4 2022Q3 20234
Berman Capital Advisors, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
First Capital Advisors Group, LLC. 440.02%0.03%0.05%Q3 2022Q2 20234
WT Wealth Management 440.11%0.12%0.14%Q1 2021Q4 20214
Shilanski & Associates, Inc. 440.28%0.30%0.36%Q2 2019Q1 20204
ATLAS CAPITAL ADVISORS LLC 440.03%0.03%0.04%Q2 2021Q1 20224
Kingsview Wealth Management, LLC 310.01%0.02%0.02%Q2 2022Q3 20234
Trek Financial, LLC 440.83%1.25%2.05%Q4 2022Q3 20234
Three Peaks Capital Management, LLC 441.05%1.10%1.13%Q4 2020Q3 20214
Venturi Wealth Management, LLC 441.00%2.03%4.02%Q4 2022Q3 20234
Family Asset Management, LLC 440.71%0.84%1.17%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.00%0.00%0.01%Q4 2021Q1 20234
SWMG, LLC 310.12%0.31%0.47%Q4 2020Q2 20234
ADVISOR PARTNERS LLC 440.02%0.02%0.03%Q1 2021Q4 20214
State of Tennessee, Treasury Department 210.00%0.06%0.10%Q2 2018Q1 20224
Japan Science & Technology Agency 444.31%4.74%5.77%Q4 2022Q3 20234
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q3 2019Q1 20213
Wilshire Advisors LLC 331.02%2.08%3.63%Q3 2020Q1 20213
Empowered Funds, LLC 210.44%0.49%0.55%Q2 2021Q4 20223
Nalls Sherbakoff Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
LifePro Asset Management 330.44%1.00%2.11%Q4 2022Q2 20233
CULLEN/FROST BANKERS, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
One Wealth Advisors, LLC 110.02%0.10%0.23%Q1 2020Q4 20223
Laidlaw Wealth Management LLC 330.05%0.07%0.08%Q2 2021Q4 20213
Integrated Advisors Network LLC 330.06%0.08%0.10%Q1 2023Q3 20233
Raleigh Capital Management Inc. 210.00%0.06%0.16%Q4 2021Q3 20223
Stokes Family Office, LLC 210.05%0.07%0.08%Q2 2021Q1 20223
WMG Financial Advisors, LLC 330.22%0.41%0.55%Q1 2022Q3 20223
ALTERNA WEALTH MANAGEMENT, INC 330.29%0.55%1.00%Q1 2023Q3 20233
Wright Fund Management, LLC 332.52%4.85%6.96%Q1 2023Q3 20233
BDO Wealth Advisors, LLC 110.00%0.02%0.06%Q1 2021Q2 20233
PATHSTONE FAMILY OFFICE, LLC 210.01%0.01%0.02%Q2 2022Q3 20233
San Luis Wealth Advisors LLC 330.28%0.72%1.29%Q3 2021Q1 20223
Outlook Wealth Advisors, LLC 330.16%0.18%0.21%Q2 2021Q4 20213
Lido Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
CI INVESTMENTS INC. 330.00%0.00%0.01%Q4 2020Q2 20213
COLONY GROUP LLC 330.02%0.05%0.09%Q1 2023Q3 20233
Choate Investment Advisors 330.03%0.03%0.04%Q1 2020Q3 20203
Financial Gravity Asset Management, Inc. 210.01%0.05%0.13%Q4 2022Q3 20233
TAGStone Capital, Inc. 330.15%0.15%0.16%Q1 2023Q3 20233
Koss-Olinger Consulting, LLC 337.34%8.18%9.19%Q1 2023Q3 20233
Paragon Advisors, LLC 330.81%1.21%1.72%Q1 2023Q3 20233
HSBC HOLDINGS PLC 330.00%0.00%0.01%Q1 2023Q3 20233
FIRETHORN WEALTH PARTNERS, LLC 330.43%0.52%0.61%Q4 2020Q2 20213
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.00%0.03%0.05%Q4 2022Q2 20233
Valmark Advisers, Inc. 330.00%0.00%0.01%Q4 2020Q2 20213
ZRC WEALTH MANAGEMENT, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Paladin Advisory Group, LLC 330.00%0.07%0.15%Q4 2021Q2 20223
GIRARD PARTNERS LTD. 330.03%0.04%0.04%Q1 2022Q3 20223
FARMERS & MERCHANTS INVESTMENTS INC 210.00%0.00%0.00%Q4 2022Q3 20233
Coppell Advisory Solutions LLC 210.00%0.01%0.03%Q4 2022Q3 20233
OLIVER LAGORE VANVALIN INVESTMENT GROUP 210.00%0.00%0.00%Q2 2022Q3 20233
TD Capital Management LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Bragg Financial Advisors, Inc 330.01%0.01%0.01%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.01%0.01%0.02%Q1 2023Q3 20233
Portfolio Solutions, LLC 330.19%0.66%1.13%Q1 2022Q3 20223
GPS Wealth Strategies Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Red Door Wealth Management, LLC 210.00%0.00%0.00%Q1 2020Q2 20213
Austin Private Wealth, LLC 330.08%0.12%0.14%Q3 2020Q1 20213
Fieldpoint Private Securities, LLC 210.00%0.00%0.00%Q1 2021Q2 20223
MONTAG A & ASSOCIATES INC 330.00%0.00%0.01%Q3 2022Q1 20233
AlphaMark Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Perigon Wealth Management, LLC 330.02%0.04%0.05%Q2 2020Q4 20203
Galvin, Gaustad & Stein, LLC 330.03%0.06%0.07%Q1 2023Q3 20233
DEFINED WEALTH MANAGEMENT, LLC 330.72%0.98%1.39%Q1 2023Q3 20233
Anchor Investment Management, LLC 330.03%0.03%0.03%Q4 2021Q2 20223
Bigelow Investment Advisors, LLC 330.12%0.13%0.14%Q1 2023Q3 20233
David Kennon Inc 332.84%2.89%2.94%Q1 2023Q3 20233
Gotham Asset Management, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Econ Financial Services Corp 330.75%3.44%4.90%Q4 2021Q2 20223
Core Wealth Advisors, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
AMERICAN NATIONAL BANK 210.00%0.00%0.00%Q4 2021Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
NWAM LLC 330.04%0.04%0.05%Q1 2022Q3 20223
Bell Investment Advisors, Inc 330.02%0.03%0.04%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.46%0.48%0.51%Q1 2023Q3 20233
Lenox Wealth Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Monument Capital Management 330.90%1.93%3.68%Q1 2023Q3 20233
VANGUARD GROUP INC 330.00%0.00%0.00%Q1 2023Q3 20233
Moisand Fitzgerald Tamayo, LLC 210.00%0.00%0.00%Q3 2020Q4 20223
State of Wisconsin - Board of Commissioners of Public Lands 336.21%6.42%6.55%Q1 2023Q3 20233
L & S Advisors Inc 330.07%0.08%0.10%Q1 2023Q3 20233
SkyView Investment Advisors, LLC 331.06%1.10%1.12%Q4 2020Q2 20213
Alaska Wealth Advisors 330.00%0.00%0.00%Q1 2023Q3 20233
TCG Advisory Services, LLC 210.04%0.07%0.12%Q1 2021Q3 20233
Gladstone Institutional Advisory LLC 330.13%0.14%0.15%Q3 2019Q1 20203
Hilltop Holdings Inc. 330.13%0.24%0.42%Q1 2023Q3 20233
PFG Investments, LLC 330.07%0.08%0.08%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.02%0.03%0.06%Q4 2022Q3 20233
WCG Wealth Advisors LLC 330.04%0.05%0.06%Q2 2022Q4 20223
MGO ONE SEVEN LLC 110.02%0.05%0.08%Q4 2021Q1 20232
DFPG INVESTMENTS, LLC 220.02%0.03%0.04%Q4 2022Q1 20232
Eagle Bay Advisors LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Moss Adams Wealth Advisors LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Realta Investment Advisors 220.00%0.06%0.12%Q3 2019Q4 20192
Verition Fund Management LLC 110.00%0.01%0.01%Q3 2022Q2 20232
MRP Capital Investments, LLC 220.49%0.51%0.52%Q1 2023Q2 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.01%Q4 2021Q3 20222
FURE FINANCIAL CORP 220.00%0.02%0.03%Q4 2020Q1 20212
VALLEY WEALTH MANAGERS, INC. 220.00%0.00%0.00%Q1 2023Q2 20232
Fortis Capital Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Royal Fund Management, LLC 110.00%0.00%0.00%Q2 2019Q4 20192
Private Ocean, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Beaird Harris Wealth Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Beacon Capital Management, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Dunhill Financial, LLC 222.63%2.70%2.78%Q2 2023Q3 20232
Heritage Trust Co 220.03%0.03%0.03%Q4 2020Q1 20212
Livingston Group Asset Management CO (operating as Southport Capital Management) 220.18%0.19%0.19%Q2 2020Q3 20202
Modera Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Sentinus, LLC 220.11%0.12%0.12%Q1 2023Q2 20232
LINCOLN NATIONAL CORP 110.01%0.01%0.02%Q4 2018Q3 20232
GREENLEAF TRUST 220.00%0.01%0.01%Q2 2022Q3 20222
Camarda Financial Advisors, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Tradition Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Headlands Technologies LLC 110.11%0.12%0.13%Q4 2022Q3 20232
WFA of San Diego, LLC 110.01%0.01%0.02%Q2 2022Q4 20222
Total Clarity Wealth Management, Inc. 110.00%0.01%0.01%Q4 2019Q2 20222
Grey Fox Wealth Advisors, LLC 110.00%0.58%1.17%Q1 2023Q3 20232
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2021Q3 20212
Renaissance Technologies 220.00%0.00%0.00%Q2 2023Q3 20232
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q3 2020Q3 20212
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Halpern Financial, Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
SVB WEALTH LLC 110.00%0.00%0.00%Q1 2022Q3 20232
Leeward Financial Partners, LLC 220.74%0.76%0.79%Q2 2023Q3 20232
Versant Capital Management, Inc 220.00%0.00%0.00%Q3 2021Q4 20212
Ameritas Advisory Services, LLC 110.00%0.01%0.02%Q4 2021Q1 20232
Cypress Capital Management LLC (WY) 220.01%0.01%0.01%Q3 2021Q4 20212
Allianz Asset Management GmbH 110.00%0.00%0.00%Q3 2019Q1 20202
Centerpoint Advisors, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
BALDWIN BROTHERS LLC/MA 110.00%0.00%0.00%Q1 2023Q4 20232
Tortoise Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Global Financial Private Capital, Inc 220.00%0.24%0.47%Q1 2020Q2 20202
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2020Q2 20212
Prime Capital Investment Advisors, LLC 220.43%0.43%0.43%Q2 2023Q3 20232
Roble, Belko & Company, Inc 220.07%0.07%0.08%Q3 2020Q4 20202
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MOSELEY INVESTMENT MANAGEMENT INC 220.22%0.28%0.34%Q2 2019Q3 20192
WESTERN FINANCIAL Corp 220.16%0.16%0.16%Q1 2021Q2 20212
Lansing Street Advisors 220.01%0.01%0.01%Q3 2022Q4 20222
Camelot Portfolios, LLC 220.11%0.11%0.12%Q4 2021Q1 20222
Advisor Resource Council 220.02%0.04%0.06%Q3 2021Q4 20212
CFS Investment Advisory Services, LLC 110.00%0.03%0.06%Q1 2022Q3 20222
Occidental Asset Management, LLC 220.15%0.22%0.29%Q2 2023Q3 20232
True Link Financial Advisors, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Laffer Tengler Investments, Inc. 220.00%0.00%0.00%Q2 2020Q3 20202
New Republic Capital, LLC 220.09%0.09%0.09%Q4 2022Q1 20232
Clal Insurance Enterprises Holdings Ltd 220.06%0.06%0.06%Q1 2021Q2 20212
Tevis Investment Management 220.01%0.01%0.01%Q2 2022Q3 20222
FEDERAL RESERVE BANK OF NEW YORK 220.73%0.74%0.75%Q4 2020Q1 20212
OLD MISSION CAPITAL LLC 110.06%0.23%0.41%Q2 2020Q1 20212
CPA Asset Management LLC 220.26%0.26%0.27%Q2 2023Q3 20232
TITLEIST ASSET MANAGEMENT, LLC 220.12%0.14%0.15%Q2 2023Q3 20232
Ally Invest Advisors Inc. 220.04%0.05%0.05%Q1 2023Q2 20232
Stegent Equity Advisors, Inc. 220.18%0.18%0.18%Q4 2021Q1 20222
Parkside Financial Bank & Trust 220.00%0.00%0.00%Q1 2022Q2 20222
EXCHANGE TRADED CONCEPTS, LLC 220.00%0.00%0.00%Q3 2023Q4 20232
BAKER TILLY WEALTH MANAGEMENT, LLC 220.03%0.03%0.03%Q3 2021Q4 20212
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Moneda S.A. Administradora General de Fondos 220.61%0.79%0.97%Q1 2023Q2 20232
ROWLAND CARMICHAEL ADVISORS INC /ADV 220.16%0.19%0.22%Q4 2019Q1 20202
CATALYST PRIVATE WEALTH, LLC 110.08%0.09%0.09%Q3 2020Q4 20212
Quantitative Strategies, Inc. 224.11%4.16%4.20%Q2 2023Q3 20232
Interchange Capital Partners, LLC 220.17%0.19%0.20%Q4 2020Q1 20212
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2020Q1 20212
Bluefin Trading, LLC 220.12%0.12%0.13%Q2 2018Q3 20182
CNB Bank 110.00%0.00%0.00%Q4 2020Q1 20232
Koshinski Asset Management, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
Weaver Consulting Group 220.00%0.00%0.00%Q2 2020Q3 20202
PARAMETRIC PORTFOLIO ASSOCIATES LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Destiny Wealth Partners, LLC 110.00%1.12%2.24%Q4 2022Q3 20232
QCM Cayman, Ltd. 110.56%0.69%0.83%Q4 2020Q3 20212
Castleview Partners, LLC 110.01%0.01%0.02%Q2 2021Q4 20212
COTTONWOOD CAPITAL ADVISORS, LLC 220.33%0.66%1.00%Q2 2023Q3 20232
Sterling Financial Group, Inc. 221.61%1.61%1.61%Q4 2022Q1 20232
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q1 2023Q3 20232
Simplicity Solutions, LLC 220.02%0.02%0.02%Q3 2020Q4 20202
McIlrath & Eck, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
AIRE ADVISORS, LLC 220.06%0.11%0.16%Q3 2022Q4 20222
HBK Sorce Advisory LLC 220.01%0.02%0.02%Q2 2023Q3 20232
BlueCrest Capital Management Ltd 110.42%0.60%0.79%Q4 2020Q4 20222
ACCURATE INVESTMENT SOLUTIONS, INC. 220.00%0.02%0.03%Q4 2019Q1 20202
Redhawk Wealth Advisors, Inc. 110.00%0.21%0.42%Q2 2019Q1 20222
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q1 2020Q2 20232
Graves Light Lenhart Wealth, Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
ORG Partners LLC 220.01%0.02%0.02%Q2 2023Q3 20232
SUMITOMO LIFE INSURANCE CO 220.32%0.57%0.82%Q2 2023Q3 20232
Portside Wealth Group, LLC 220.09%0.10%0.10%Q2 2023Q3 20232
Activest Wealth Management 110.05%0.05%0.05%Q2 2022Q2 20221
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q4 2022Q4 20221
Peoples Bank/KS 110.01%0.01%0.01%Q4 2023Q4 20231
PROFFITT & GOODSON INC 110.18%0.18%0.18%Q4 2021Q4 20211
Financial & Tax Architects, LLC 110.74%0.74%0.74%Q3 2023Q3 20231
BOKF, NA 110.00%0.00%0.00%Q2 2022Q2 20221
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q4 20221
HM PAYSON & CO 110.00%0.00%0.00%Q3 2023Q3 20231
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q4 2019Q4 20191
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
IAMS WEALTH MANAGEMENT, LLC 110.90%0.90%0.90%Q2 2023Q2 20231
WealthPlan Investment Management, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
B. Riley Wealth Management, Inc. 110.10%0.10%0.10%Q2 2021Q2 20211
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Aspire Wealth Management Corp 110.00%0.00%0.00%Q4 2021Q4 20211
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TWIN CAPITAL MANAGEMENT INC 110.15%0.15%0.15%Q3 2020Q3 20201
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
First Command Bank 110.00%0.00%0.00%Q3 2022Q3 20221
MANCHESTER FINANCIAL INC 110.01%0.01%0.01%Q1 2021Q1 20211
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q1 2021Q1 20211
Mount Yale Investment Advisors, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Spectrum Planning & Advisory Services Inc. 110.24%0.24%0.24%Q4 2020Q4 20201
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Blueprint Investment Partners LLC 110.31%0.31%0.31%Q4 2021Q4 20211
Arete Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Winch Advisory Services, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Colonial Trust Co / SC 110.03%0.03%0.03%Q4 2022Q4 20221
Affiance Financial, LLC 110.21%0.21%0.21%Q2 2023Q2 20231
Glassy Mountain Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Stratos Investment Management, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Bell Rock Capital LLC 112.21%2.21%2.21%Q1 2020Q1 20201
Atomi Financial Group, Inc. 110.12%0.12%0.12%Q3 2023Q3 20231
Systelligence, LLC 112.11%2.11%2.11%Q4 2020Q4 20201
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Independent Advisor Alliance 110.04%0.04%0.04%Q4 2019Q4 20191
Lion Street Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Pflug Koory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Crewe Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
North Star Investment Management Corp. 110.00%0.00%0.00%Q4 2021Q4 20211
Gemmer Asset Management LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Garrett Wealth Advisory Group, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q4 2022Q4 20221
Horan Securities, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Clarkston Capital Partners, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Your Advocates Ltd., LLP 110.01%0.01%0.01%Q3 2020Q3 20201
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Monterey Private Wealth, Inc. 110.10%0.10%0.10%Q1 2022Q1 20221
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q2 2022Q2 20221
Pinnacle Bancorp, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Smart Money Group LLC 110.13%0.13%0.13%Q3 2020Q3 20201
Callan Capital, LLC 110.07%0.07%0.07%Q3 2022Q3 20221
Blue Edge Capital, LLC 110.74%0.74%0.74%Q3 2023Q3 20231
Garde Capital, Inc. 110.04%0.04%0.04%Q2 2020Q2 20201
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q4 2021Q4 20211
Kathmere Capital Management, LLC 110.46%0.46%0.46%Q4 2019Q4 20191
Resurgent Financial Advisors LLC 110.05%0.05%0.05%Q4 2022Q4 20221
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Sutton Wealth Advisors Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Truvestments Capital LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Kozak & Associates, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Index Fund Advisors, Inc. 110.02%0.02%0.02%Q1 2023Q1 20231
SJS Investment Consulting Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q1 2022Q1 20221
Pure Financial Advisors, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Investmark Advisory Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NewSquare Capital LLC 110.00%0.00%0.00%Q2 2023Q2 20231
EXELON CORP 118.38%8.38%8.38%Q4 2021Q4 20211
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NOESIS CAPITAL MANGEMENT CORP 110.05%0.05%0.05%Q1 2022Q1 20221
CAHILL FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
PEAK FINANCIAL ADVISORS LLC 110.21%0.21%0.21%Q1 2023Q1 20231
Invesco Ltd. 110.00%0.00%0.00%Q4 2022Q4 20221
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
CAPITAL ADVISORS INC/OK 110.12%0.12%0.12%Q4 2022Q4 20221
ABLE Financial Group, LLC 110.24%0.24%0.24%Q1 2023Q1 20231
First Command Financial Services, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Comprehensive Financial Consultants Institutional, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Destination Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
First Bank & Trust 110.00%0.00%0.00%Q3 2021Q3 20211
Pacific Center for Financial Services 110.00%0.00%0.00%Q3 2021Q3 20211
MV CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2021Q3 20211
Mutual Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Principle Wealth Partners LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Squarepoint Ops LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NBT BANK N A /NY 110.03%0.03%0.03%Q4 2021Q4 20211
Spectrum Asset Management, Inc. (NB/CA) 110.08%0.08%0.08%Q3 2021Q3 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Barber Financial Group, Inc. 110.10%0.10%0.10%Q4 2018Q4 20181
JEPPSON WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Strategic Financial Concepts, LLC 110.26%0.26%0.26%Q1 2023Q1 20231
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Kensington Asset Management, LLC 115.59%5.59%5.59%Q2 2023Q2 20231
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
INTREPID CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q2 2023Q2 20231
Essex Savings Bank 110.01%0.01%0.01%Q2 2019Q2 20191
Laurel Wealth Advisors, Inc. 110.03%0.03%0.03%Q1 2022Q1 20221
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
PNC Managed Account Solutions, Inc. 110.08%0.08%0.08%Q2 2021Q2 20211
HBW ADVISORY SERVICES LLC 110.08%0.08%0.08%Q2 2023Q2 20231
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Carlsbad Wealth Advisory Group, Inc. 111.04%1.04%1.04%Q2 2023Q2 20231
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Advisors Preferred, LLC 112.35%2.35%2.35%Q3 2021Q3 20211
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PEAPACK GLADSTONE FINANCIAL CORP 110.02%0.02%0.02%Q3 2023Q3 20231
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
RMR Wealth Builders 110.00%0.00%0.00%Q1 2021Q1 20211
Q3 Asset Management 111.28%1.28%1.28%Q2 2023Q2 20231
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q4 2023Q4 20231
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
TRUST CO OF OKLAHOMA 110.28%0.28%0.28%Q2 2021Q2 20211
SEI INVESTMENTS CO 110.00%0.00%0.00%Q1 2023Q1 20231
MATHER GROUP, LLC. 110.02%0.02%0.02%Q1 2020Q1 20201
Bay Harbor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Lee Financial Co 110.00%0.00%0.00%Q1 2019Q1 20191
TIAA TRUST, NATIONAL ASSOCIATION 110.35%0.35%0.35%Q3 2023Q3 20231
Brinker Capital Investments, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Rise Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Brand Asset Management Group, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Corient Private Wealth LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
DAYMARK WEALTH PARTNERS, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Wharton Business Group, LLC 110.12%0.12%0.12%Q2 2021Q2 20211
TimeScale Financial, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Jefferies Group LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Arlington Partners LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Lindbrook Capital, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Cedar Mountain Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Glassman Wealth Services 110.00%0.00%0.00%Q3 2020Q3 20201
Gleason Group, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Summit Wealth Group, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Heritage Financial Services, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
Strategic Advocates LLC 110.32%0.32%0.32%Q3 2023Q3 20231
WealthOne, LLC 110.22%0.22%0.22%Q1 2020Q1 20201
BARCLAYS PLC 110.01%0.01%0.01%Q2 2021Q2 20211
RE Dickinson Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Intrua Financial, LLC 110.12%0.12%0.12%Q2 2020Q2 20201
Visionary Asset Management, Inc. 110.65%0.65%0.65%Q3 2018Q3 20181
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
JTC Employer Solutions Trustee Ltd 110.97%0.97%0.97%Q3 2023Q3 20231
Cascade Investment Advisors, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Wagner Wealth Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Kinloch Capital, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Darrow Company, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
John W. Brooker & Co., CPAs 110.00%0.00%0.00%Q2 2021Q2 20211
Gryphon Financial Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Glenview Trust Co 110.01%0.01%0.01%Q1 2023Q1 20231
Octavia Wealth Advisors, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Goodwin Investment Advisory 110.01%0.01%0.01%Q3 2022Q3 20221
RHS Financial, LLC 110.26%0.26%0.26%Q4 2022Q4 20221
NORTHWEST WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Gallagher Fiduciary Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Morton Brown Family Wealth, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
VANCE WEALTH, INC. 110.21%0.21%0.21%Q4 2021Q4 20211
EP Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Coyle Financial Counsel LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Covington Capital Management 110.00%0.00%0.00%Q3 2021Q3 20211
ALLSTATE INVESTMENT MANAGEMENT CO 111.81%1.81%1.81%Q4 2022Q4 20221
CITIZENS FINANCIAL GROUP INC/RI 110.01%0.01%0.01%Q2 2020Q2 20201
MCF Advisors LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
G&S Capital LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Addison Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Neumann Capital Management, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Beacon Financial Advisory LLC 110.10%0.10%0.10%Q3 2021Q3 20211
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
PSI Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Eos Management, L.P. 111.41%1.41%1.41%Q1 2020Q1 20201
Trilogy Capital Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Indiana Trust & Investment Management CO 110.01%0.01%0.01%Q3 2023Q3 20231
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q4 2021Q4 20211
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Midwest Heritage Bank, FSB 110.55%0.55%0.55%Q4 2021Q4 20211
Financial Enhancement Group LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q2 2023Q2 20231
ROTHSCHILD INVESTMENT LLC /IL 110.03%0.03%0.03%Q3 2023Q3 20231
Houlihan Financial Resource Group, Ltd. 110.02%0.02%0.02%Q2 2023Q2 20231
External links

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