ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 13130.00%0.00%0.00%Q3 2020Q3 202313
OSAIC HOLDINGS, INC. 12120.00%0.00%0.00%Q4 2020Q3 202312
JNBA Financial Advisors 12120.02%0.14%0.21%Q4 2020Q3 202312
JANE STREET GROUP, LLC 1020.00%0.00%0.00%Q3 2020Q3 202312
Mascoma Wealth Management LLC 11110.16%0.40%0.55%Q1 2021Q3 202311
Cetera Advisors LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
Sound View Wealth Advisors Group, LLC 10100.03%0.05%0.06%Q2 2021Q3 202310
FRANKLIN RESOURCES INC 10100.00%0.00%0.00%Q2 2021Q3 202310
RVW Wealth, LLC 10100.00%1.27%2.31%Q3 2021Q4 202310
GOLDMAN SACHS GROUP INC 10100.00%0.00%0.00%Q2 2021Q3 202310
PIN OAK INVESTMENT ADVISORS INC 10100.00%0.00%0.00%Q2 2021Q3 202310
BANK OF AMERICA CORP /DE/ 810.00%0.00%0.00%Q1 2021Q3 20239
Kistler-Tiffany Companies, LLC 990.01%0.02%0.03%Q2 2021Q2 20239
McIlrath & Eck, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
Biltmore Family Office, LLC 990.08%0.17%0.24%Q3 2021Q3 20239
ROYAL BANK OF CANADA 710.00%0.00%0.00%Q1 2021Q3 20238
Armor Investment Advisors, LLC 880.02%0.05%0.08%Q4 2021Q3 20238
US BANCORP \DE\ 880.00%0.00%0.00%Q4 2021Q3 20238
Cetera Investment Advisers 440.00%0.00%0.00%Q2 2021Q3 20238
REGATTA CAPITAL GROUP, LLC 880.11%0.25%0.44%Q4 2021Q3 20238
McKinley Carter Wealth Services, Inc. 880.04%0.05%0.05%Q4 2021Q3 20238
HighTower Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Bartlett & Co. LLC 880.00%0.00%0.00%Q1 2022Q4 20238
DEUTSCHE BANK AG\ 880.00%0.00%0.00%Q4 2021Q3 20238
Atlantic Private Wealth, LLC 880.31%0.49%0.59%Q4 2021Q3 20238
HERITAGE WEALTH MANAGEMENT, LLC 430.05%0.06%0.07%Q1 2021Q4 20227
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
TRUSTCORE FINANCIAL SERVICES, LLC 770.00%0.00%0.01%Q2 2021Q4 20227
One Capital Management, LLC 770.02%0.03%0.03%Q1 2022Q3 20237
Citadel Advisors 320.00%0.00%0.00%Q3 2021Q3 20237
AdvisorNet Financial, Inc 770.01%0.01%0.01%Q1 2022Q3 20237
Fortis Capital Management LLC 770.15%0.28%0.42%Q1 2022Q3 20237
ENVESTNET ASSET MANAGEMENT INC 660.00%0.00%0.00%Q2 2022Q3 20236
RAYMOND JAMES & ASSOCIATES 660.00%0.01%0.01%Q2 2022Q3 20236
D.A. DAVIDSON & CO. 660.00%0.00%0.00%Q2 2022Q3 20236
DOHJ, LLC 420.19%0.25%0.38%Q1 2022Q3 20236
American Portfolios Advisors 660.00%0.00%0.00%Q2 2021Q3 20226
Congress Wealth Management LLC / DE / 660.01%0.01%0.01%Q2 2022Q3 20236
Smithfield Trust Co 660.00%0.00%0.00%Q2 2022Q3 20236
CAPTRUST FINANCIAL ADVISORS 660.00%0.00%0.00%Q2 2022Q3 20236
Cambridge Investment Research Advisors, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Raymond James Financial Services Advisors, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
SUSQUEHANNA INTERNATIONAL GROUP, LLP 550.00%0.00%0.00%Q3 2022Q3 20235
Spire Wealth Management 550.00%0.00%0.00%Q3 2022Q3 20235
Better Money Decisions, LLC 410.10%0.21%0.26%Q2 2022Q3 20235
BAILARD, INC. 550.17%0.22%0.24%Q3 2022Q3 20235
Larson Financial Group LLC 550.00%0.00%0.00%Q3 2022Q3 20235
UBS Group AG 310.00%0.00%0.00%Q1 2022Q3 20235
MORGAN STANLEY 410.00%0.00%0.00%Q1 2021Q3 20235
WHITTIER TRUST CO OF NEVADA INC 550.00%0.00%0.00%Q3 2022Q3 20235
Topel & Distasi Wealth Management, LLC 550.12%0.17%0.21%Q3 2022Q3 20235
GOULD ASSET MANAGEMENT LLC /CA/ 550.11%0.23%0.27%Q3 2022Q3 20235
COLONY GROUP LLC 440.01%0.01%0.03%Q4 2022Q3 20234
Ellis Investment Partners, LLC 440.00%0.00%0.01%Q4 2021Q3 20224
Global Retirement Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Mariner, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Affiance Financial, LLC 440.08%0.49%0.64%Q4 2022Q3 20234
Armbruster Capital Management, Inc. 440.05%0.06%0.07%Q4 2022Q3 20234
SAGE FINANCIAL GROUP INC 440.02%0.05%0.07%Q4 2022Q3 20234
CWM, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Shira Ridge Wealth Management 442.94%2.95%2.96%Q4 2022Q3 20234
COMMONWEALTH EQUITY SERVICES, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
HARBOUR INVESTMENTS, INC. 440.00%0.01%0.01%Q4 2022Q3 20234
LPL Financial LLC 440.00%0.00%0.00%Q4 2022Q3 20234
FIRST UNITED BANK & TRUST 440.11%0.12%0.13%Q4 2022Q3 20234
Weil Company, Inc. 330.09%0.10%0.12%Q4 2022Q2 20233
COLDSTREAM CAPITAL MANAGEMENT INC 330.01%0.01%0.02%Q1 2023Q3 20233
WFA of San Diego, LLC 210.02%0.03%0.03%Q4 2022Q3 20233
DAVENPORT & Co LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Optas, LLC 330.09%0.14%0.22%Q1 2023Q3 20233
MML INVESTORS SERVICES, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Blankinship & Foster, LLC 330.09%0.09%0.09%Q3 2021Q1 20223
EASTERN BANK 330.22%0.22%0.23%Q1 2023Q3 20233
ARMSTRONG ADVISORY GROUP, INC 330.00%0.00%0.01%Q1 2023Q3 20233
CBIZ Investment Advisory Services, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Cetera Advisor Networks LLC 330.00%0.00%0.01%Q4 2022Q2 20233
GenWealth Group, Inc. 110.12%0.16%0.19%Q1 2022Q2 20233
Creative Planning 220.00%0.00%0.00%Q2 2023Q3 20232
MERCER GLOBAL ADVISORS INC /ADV 220.00%0.00%0.00%Q2 2023Q3 20232
HILLTOP WEALTH ADVISORS, LLC 220.33%0.35%0.37%Q2 2023Q3 20232
Advisory Services Network, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
IFP Advisors, Inc 220.00%0.02%0.03%Q3 2022Q4 20222
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 220.04%0.05%0.06%Q2 2023Q3 20232
Addison Advisors LLC 220.01%0.01%0.02%Q4 2022Q1 20232
FMR LLC 110.00%0.00%0.00%Q1 2022Q4 20222
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q1 2023Q3 20232
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q2 2022Q4 20222
Laurel Wealth Planning LLC 220.16%0.77%1.38%Q3 2021Q4 20212
Parallel Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
TRUIST FINANCIAL CORP 220.00%0.00%0.00%Q2 2023Q3 20232
Wells Financial Advisors INC 220.02%0.03%0.03%Q2 2023Q3 20232
FLOW TRADERS U.S. LLC 220.01%0.01%0.02%Q1 2023Q2 20232
Fulcrum Capital LLC 220.33%1.03%1.73%Q3 2022Q4 20222
Kestra Advisory Services, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
TimeScale Financial, Inc. 220.02%0.02%0.02%Q1 2023Q2 20232
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Sowell Financial Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CITIGROUP INC 110.00%0.00%0.00%Q1 2022Q1 20221
Elwood & Goetz Wealth Advisory Group, LLC 110.16%0.16%0.16%Q1 2022Q1 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Geneos Wealth Management Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
L & S Advisors Inc 110.07%0.07%0.07%Q1 2023Q1 20231
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Koss-Olinger Consulting, LLC 110.50%0.50%0.50%Q3 2023Q3 20231
Stratos Wealth Partners, LTD. 110.01%0.01%0.01%Q3 2023Q3 20231
ALESCO ADVISORS LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Blue Trust, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Opes Wealth Management LLC 110.12%0.12%0.12%Q3 2023Q3 20231
BlackRock Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Scott Capital Advisors, LLC 110.33%0.33%0.33%Q2 2022Q2 20221
MONECO Advisors, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
WHITTIER TRUST CO 110.01%0.01%0.01%Q3 2023Q3 20231
JSF Financial, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
Tarbox Family Office, Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
External links

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