ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 14140.00%0.00%0.00%Q1 2021Q2 202414
Municipal Employees' Retirement System of Michigan 991.96%2.16%2.40%Q2 2022Q2 20249
UBS Group AG 610.00%0.00%0.00%Q2 2021Q2 20249
Creative Planning 880.00%0.00%0.00%Q3 2022Q2 20248
OSAIC HOLDINGS, INC. 880.00%0.00%0.00%Q3 2022Q2 20248
FLOW TRADERS U.S. LLC 610.02%0.11%0.25%Q1 2021Q2 20248
Cetera Investment Advisers 880.00%0.00%0.01%Q2 2022Q1 20248
OLD MISSION CAPITAL LLC 880.01%0.01%0.01%Q1 2022Q4 20238
JANE STREET GROUP, LLC 410.00%0.00%0.00%Q2 2021Q3 20237
BANK OF AMERICA CORP /DE/ 660.00%0.00%0.00%Q1 2023Q2 20246
Glass Jacobson Investment Advisors llc 510.02%0.11%0.21%Q4 2022Q2 20246
Anchor Investment Management, LLC 550.00%0.00%0.00%Q1 2023Q1 20245
WMS Partners, LLC 220.01%0.03%0.04%Q3 2021Q2 20244
Perigon Wealth Management, LLC 440.01%0.01%0.01%Q2 2023Q1 20244
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
JPMORGAN CHASE & CO 330.00%0.00%0.00%Q4 2023Q2 20243
NewEdge Advisors, LLC 330.02%0.02%0.02%Q4 2023Q2 20243
Valued Wealth Advisors LLC 330.23%0.24%0.25%Q4 2023Q2 20243
Citadel Advisors 110.00%0.00%0.00%Q1 2023Q3 20232
ROBINSON CAPITAL MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
MORGAN STANLEY 110.00%0.00%0.00%Q2 2024Q2 20241
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q3 2023Q3 20231
HighTower Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Pensionmark Financial Group, LLC 110.05%0.05%0.05%Q2 2024Q2 20241
BlackRock Finance, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Windsor Creek Advisors, LLC 110.48%0.48%0.48%Q2 2021Q2 20211
External links

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