Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
UBS Group AG | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
OSAIC HOLDINGS, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
STIFEL FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BENJAMIN EDWARDS INC | 5 | 5 | 0.02% | 0.13% | 0.16% | Q3 2022 | Q3 2023 | 5 |
BlackRock Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Raymond James Financial Services Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HEADINVEST, LLC | 5 | 5 | 0.11% | 0.13% | 0.13% | Q3 2022 | Q3 2023 | 5 |
JANE STREET GROUP, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Sandy Spring Bank | 4 | 4 | 0.01% | 0.06% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Element Wealth, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CGN Advisors LLC | 4 | 4 | 0.39% | 0.43% | 0.45% | Q1 2023 | Q4 2023 | 4 |
ROYAL BANK OF CANADA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WELLS FARGO & COMPANY/MN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Seneca House Advisors | 4 | 4 | 1.83% | 2.34% | 3.12% | Q4 2022 | Q3 2023 | 4 |
BANK OF AMERICA CORP /DE/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Archford Capital Strategies, LLC | 4 | 4 | 0.15% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.52% | 0.54% | 0.56% | Q3 2022 | Q2 2023 | 4 |
Venture Visionary Partners LLC | 4 | 4 | 0.07% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
MCF Advisors LLC | 4 | 4 | 0.01% | 0.05% | 0.18% | Q4 2022 | Q3 2023 | 4 |
4Thought Financial Group Inc. | 4 | 4 | 2.77% | 3.00% | 3.26% | Q4 2022 | Q3 2023 | 4 |
Bank of New York Mellon Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Rockefeller Capital Management L.P. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Cetera Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Onex Canada Asset Management Inc. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 3 |
Gradient Capital Advisors, LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
McGlone Suttner Wealth Management, Inc. | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
ARROW FINANCIAL CORP | 3 | 3 | 0.62% | 0.92% | 1.27% | Q1 2023 | Q3 2023 | 3 |
Krilogy Financial LLC | 3 | 3 | 0.33% | 0.34% | 0.35% | Q1 2023 | Q3 2023 | 3 |
LITTLE HOUSE CAPITAL LLC | 3 | 3 | 0.42% | 0.44% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Vigilant Capital Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Guidance Point Advisors, LLC | 2 | 2 | 1.42% | 1.50% | 1.58% | Q2 2023 | Q3 2023 | 2 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Bradley & Co. Private Wealth Management, LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q3 2022 | Q4 2022 | 2 |
Platte River Wealth Advisors, LLC | 2 | 2 | 1.20% | 1.25% | 1.30% | Q2 2023 | Q3 2023 | 2 |
Steward Partners Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
IFP Advisors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CENTRAL TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Janney Montgomery Scott LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Capital Investment Advisors, LLC | 2 | 2 | 0.53% | 0.58% | 0.64% | Q3 2023 | Q4 2023 | 2 |
LPL Financial LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.82% | 0.86% | 0.89% | Q2 2023 | Q3 2023 | 2 |
Cetera Investment Advisers | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 3.33% | 3.61% | 3.88% | Q2 2023 | Q3 2023 | 2 |
MORGAN STANLEY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RAYMOND JAMES & ASSOCIATES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Addison Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
COOPER/HAIMS ADVISORS, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.