Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 14 |
Municipal Employees' Retirement System of Michigan | 9 | 9 | 1.96% | 2.16% | 2.40% | Q2 2022 | Q2 2024 | 9 |
UBS Group AG | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 9 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2024 | 8 |
OSAIC HOLDINGS, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2024 | 8 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.02% | 0.11% | 0.25% | Q1 2021 | Q2 2024 | 8 |
Cetera Investment Advisers | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2024 | 8 |
OLD MISSION CAPITAL LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 8 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
BANK OF AMERICA CORP /DE/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
Glass Jacobson Investment Advisors llc | 5 | 1 | 0.02% | 0.11% | 0.21% | Q4 2022 | Q2 2024 | 6 |
Anchor Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2024 | 5 |
WMS Partners, LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q2 2024 | 4 |
Perigon Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q1 2024 | 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
JPMORGAN CHASE & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
NewEdge Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q2 2024 | 3 |
Valued Wealth Advisors LLC | 3 | 3 | 0.23% | 0.24% | 0.25% | Q4 2023 | Q2 2024 | 3 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
ROBINSON CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
MORGAN STANLEY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2024 | Q2 2024 | 1 |
BlackRock Finance, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Windsor Creek Advisors, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.