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%0.01%0.04%Q2 2020Q3 202314
Citadel Advisors 14140.00%0.00%0.01%Q2 2020Q3 202314
Laurel Wealth Advisors LLC 13130.14%1.28%2.35%Q3 2020Q3 202313
SVB WEALTH LLC 760.74%5.91%13.88%Q2 2020Q3 202313
ROYAL BANK OF CANADA 13130.00%0.01%0.02%Q3 2020Q3 202313
OPPENHEIMER ASSET MANAGEMENT INC. 13130.07%0.13%0.21%Q3 2020Q3 202313
WOODMONT INVESTMENT COUNSEL LLC 13130.54%0.91%1.26%Q3 2020Q3 202313
JANE STREET GROUP, LLC 850.00%0.01%0.06%Q2 2020Q3 202313
CERTUITY, LLC 12120.12%0.25%0.45%Q4 2020Q3 202312
ENVESTNET ASSET MANAGEMENT INC 12120.00%0.02%0.07%Q4 2020Q3 202312
Klaas Financial Asset Advisors, LLC 12120.10%0.24%0.32%Q4 2020Q3 202312
CIBC WORLD MARKET INC. 12120.02%0.03%0.04%Q4 2020Q3 202312
UBS Group AG 610.00%0.01%0.04%Q3 2020Q3 202311
Eudaimonia Partners, LLC 740.10%0.19%0.69%Q4 2020Q3 202311
BANK OF AMERICA CORP /DE/ 11110.00%0.05%0.12%Q1 2021Q3 202311
OSAIC HOLDINGS, INC. 11110.00%0.06%0.14%Q1 2021Q3 202311
Relative Value Partners Group, LLC 11110.25%1.22%2.67%Q1 2021Q3 202311
MORGAN STANLEY 11110.00%0.02%0.05%Q1 2021Q3 202311
Parallel Advisors, LLC 10100.00%0.02%0.10%Q2 2021Q3 202310
Dana Investment Advisors, Inc. 10100.01%0.02%0.03%Q2 2021Q3 202310
RAYMOND JAMES & ASSOCIATES 910.00%0.01%0.04%Q4 2020Q3 202310
LINCOLN CAPITAL CORP 10100.28%1.16%2.54%Q2 2021Q3 202310
Perigon Wealth Management, LLC 910.06%0.39%0.73%Q3 2011Q3 202310
STIFEL FINANCIAL CORP 10100.00%0.03%0.06%Q2 2021Q3 202310
Rockefeller Capital Management L.P. 10100.00%0.00%0.02%Q2 2021Q3 202310
Choate Investment Advisors 990.08%3.62%12.28%Q3 2021Q3 20239
THRIVENT FINANCIAL FOR LUTHERANS 630.01%0.06%0.08%Q4 2020Q3 20239
Valmark Advisers, Inc. 990.01%0.06%0.11%Q3 2021Q3 20239
CAPTRUST FINANCIAL ADVISORS 990.00%0.10%0.38%Q3 2021Q3 20239
AMERIPRISE FINANCIAL INC 990.00%0.02%0.05%Q3 2021Q3 20239
Compagnie Lombard Odier SCmA 990.01%0.04%0.06%Q3 2021Q3 20239
Quadrant Private Wealth Management, LLC 440.16%0.32%0.44%Q3 2021Q3 20238
Belpointe Asset Management LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Cambridge Investment Research Advisors, Inc. 530.01%0.15%0.39%Q1 2021Q3 20238
Ironwood Wealth Management, LLC. 880.01%9.27%18.88%Q2 2021Q1 20238
FMR LLC 510.00%0.00%0.00%Q2 2021Q3 20238
COMMONWEALTH EQUITY SERVICES, LLC 710.00%0.03%0.06%Q1 2021Q3 20238
FLOW TRADERS U.S. LLC 320.03%0.21%0.44%Q4 2020Q2 20237
WEDBUSH SECURITIES INC 770.20%0.82%3.75%Q1 2022Q3 20237
Worth Asset Management, LLC 772.31%16.75%28.18%Q1 2022Q3 20237
GOLDMAN SACHS GROUP INC 770.00%0.01%0.03%Q1 2022Q3 20237
MML INVESTORS SERVICES, LLC 610.01%0.04%0.10%Q4 2020Q3 20237
Global Retirement Partners, LLC 770.00%0.02%0.04%Q1 2022Q3 20237
COWA, LLC 770.03%3.21%7.89%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.32%0.49%0.65%Q1 2022Q3 20237
LPL Financial LLC 770.00%0.07%0.16%Q1 2022Q3 20237
Allworth Financial LP 770.00%0.05%0.08%Q1 2022Q3 20237
Aveo Capital Partners, LLC 771.19%7.94%17.18%Q1 2022Q3 20237
HHM Wealth Advisors, LLC 770.00%0.13%0.19%Q1 2022Q3 20237
IFP Advisors, Inc 770.00%0.46%1.10%Q1 2022Q3 20237
WELLS FARGO & COMPANY/MN 770.00%0.00%0.01%Q1 2022Q3 20237
AlphaStar Capital Management, LLC 775.10%15.54%29.87%Q1 2022Q3 20237
Tortoise Investment Management, LLC 770.71%2.37%3.30%Q1 2022Q3 20237
ASSETMARK, INC 770.00%0.00%0.01%Q1 2022Q3 20237
Raymond James Financial Services Advisors, Inc. 770.02%0.07%0.11%Q1 2022Q3 20237
US BANCORP \DE\ 770.00%0.00%0.01%Q1 2022Q3 20237
OPPENHEIMER & CO INC 770.02%0.03%0.04%Q1 2022Q3 20237
Arkfeld Wealth Strategies, L.L.C. 770.16%0.22%0.26%Q1 2022Q3 20237
Realta Investment Advisors 770.25%0.29%0.37%Q1 2022Q3 20237
Spire Wealth Management 430.00%0.01%0.01%Q4 2021Q3 20237
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 770.00%0.01%0.02%Q1 2022Q3 20237
RETIREMENT CAPITAL STRATEGIES 610.10%3.69%13.28%Q4 2021Q3 20237
Betterment LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Mariner, LLC 770.02%0.04%0.08%Q1 2022Q3 20237
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q3 2020Q3 20237
Glassman Wealth Services 770.04%0.15%0.22%Q4 2021Q2 20237
TELEMUS CAPITAL, LLC 770.86%1.56%2.13%Q1 2022Q3 20237
AVANTAX ADVISORY SERVICES, INC. 770.03%0.06%0.09%Q1 2022Q3 20237
Trek Financial, LLC 521.37%3.68%5.09%Q4 2021Q3 20237
Texas Yale Capital Corp. 660.18%0.23%0.31%Q2 2022Q3 20236
PNC FINANCIAL SERVICES GROUP, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
CAROLINAS WEALTH CONSULTING LLC 660.00%0.06%0.13%Q2 2022Q3 20236
Empowered Funds, LLC 661.37%2.73%4.98%Q2 2022Q3 20236
Titan Capital Management, LLC /TX 6612.49%15.20%19.96%Q2 2022Q3 20236
Bell Investment Advisors, Inc 660.19%0.58%1.16%Q2 2022Q3 20236
GM Advisory Group, LLC 510.14%6.50%10.50%Q1 2021Q3 20236
Kingsview Wealth Management, LLC 660.01%0.85%1.80%Q2 2022Q3 20236
Boothe Investment Group, Inc. 660.26%0.34%0.48%Q2 2022Q3 20236
WEALTHSOURCE PARTNERS, LLC 660.06%0.11%0.16%Q2 2022Q3 20236
HighTower Advisors, LLC 660.00%0.01%0.04%Q2 2022Q3 20236
Advisory Alpha, LLC 660.05%0.08%0.12%Q2 2022Q3 20236
BlackRock Inc. 510.00%0.00%0.00%Q2 2020Q3 20236
Cetera Advisor Networks LLC 660.01%0.43%0.96%Q2 2022Q3 20236
LEAVELL INVESTMENT MANAGEMENT, INC. 660.02%0.19%0.30%Q2 2022Q3 20236
Clear Creek Financial Management, LLC 660.07%3.74%6.08%Q2 2022Q3 20236
FRANKLIN RESOURCES INC 660.00%0.00%0.00%Q2 2022Q3 20236
DONALDSON CAPITAL MANAGEMENT, LLC 660.08%0.20%0.34%Q2 2022Q3 20236
AE Wealth Management LLC 660.00%0.43%1.12%Q2 2022Q3 20236
Congress Wealth Management LLC / DE / 660.01%0.03%0.06%Q2 2022Q3 20236
Blue Trust, Inc. 660.17%0.43%0.63%Q2 2022Q3 20236
Bank of New York Mellon Corp 660.00%0.00%0.01%Q2 2022Q3 20236
Creative Planning 330.00%0.01%0.02%Q3 2020Q3 20236
Brookstone Capital Management 660.21%0.25%0.31%Q2 2022Q3 20236
Kathleen S. Wright Associates Inc. 660.03%2.88%6.16%Q2 2022Q3 20236
Capricorn Fund Managers Ltd 662.49%6.53%13.33%Q2 2022Q3 20236
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 661.67%4.20%7.04%Q2 2022Q3 20236
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 660.08%0.19%0.42%Q2 2022Q3 20236
SIMON QUICK ADVISORS, LLC 660.33%1.40%4.44%Q2 2022Q3 20236
NewEdge Advisors, LLC 660.01%0.04%0.07%Q2 2022Q3 20236
Ameritas Advisory Services, LLC 660.02%0.05%0.11%Q2 2022Q3 20236
TRUIST FINANCIAL CORP 660.01%0.02%0.03%Q2 2022Q3 20236
CWM, LLC 660.00%0.04%0.21%Q2 2022Q3 20236
Advisory Services Network, LLC 660.05%0.06%0.09%Q2 2022Q3 20236
STERLING INVESTMENT ADVISORS LLC /ADV 661.33%3.86%6.34%Q2 2022Q3 20236
Foundations Investment Advisors, LLC 660.02%0.22%0.53%Q2 2022Q3 20236
WT Wealth Management 660.27%2.12%3.91%Q2 2022Q3 20236
Equitable Holdings, Inc. 510.01%0.02%0.03%Q1 2022Q3 20236
AWM CAPITAL, LLC 666.58%8.55%10.48%Q2 2022Q3 20236
Wellspring Financial Advisors, LLC 663.08%5.73%8.68%Q2 2022Q3 20236
TRANSATLANTIQUE PRIVATE WEALTH LLC 661.20%2.22%6.36%Q2 2022Q3 20236
BRASADA CAPITAL MANAGEMENT, LP 660.31%1.28%1.63%Q2 2022Q3 20236
MEEDER ASSET MANAGEMENT INC 660.09%0.61%1.26%Q2 2022Q3 20236
CENTAURUS FINANCIAL, INC. 550.38%1.13%1.72%Q3 2022Q3 20235
Lido Advisors, LLC 550.01%0.02%0.04%Q3 2022Q3 20235
Covestor Ltd 550.00%0.00%0.01%Q3 2022Q3 20235
UNITED CAPITAL FINANCIAL ADVISORS, LLC 550.02%0.10%0.18%Q3 2022Q3 20235
EXCHANGE TRADED CONCEPTS, LLC 550.01%10.94%24.28%Q3 2022Q3 20235
Lake Hills Wealth Management, LLC 550.42%5.87%18.17%Q3 2022Q3 20235
Astoria Portfolio Advisors LLC. 320.08%0.24%0.39%Q1 2022Q3 20235
Blueprint Investment Partners LLC 550.58%2.44%5.08%Q3 2022Q3 20235
Cetera Advisors LLC 550.01%0.08%0.15%Q3 2022Q3 20235
Greenwich Wealth Management LLC 551.19%1.37%1.53%Q3 2022Q3 20235
Destination Wealth Management 550.25%0.76%1.12%Q3 2022Q3 20235
RiverFront Investment Group, LLC 550.01%0.06%0.19%Q4 2021Q4 20225
Steward Partners Investment Advisory, LLC 550.00%0.19%0.24%Q3 2022Q3 20235
Avidian Wealth Solutions, LLC 550.03%0.04%0.05%Q3 2022Q3 20235
RFG Advisory, LLC 550.02%0.04%0.07%Q3 2022Q3 20235
MERCER GLOBAL ADVISORS INC /ADV 550.00%0.01%0.01%Q3 2022Q3 20235
Vestmark Advisory Solutions, Inc. 550.01%0.01%0.03%Q2 2022Q2 20235
McElhenny Sheffield Capital Management, LLC 410.44%8.67%20.52%Q2 2022Q3 20235
Archer Investment Corp 320.00%0.58%2.85%Q1 2022Q3 20235
Selective Wealth Management, Inc. 320.51%3.63%6.99%Q3 2022Q4 20235
Curi Wealth Management, LLC 551.19%1.38%1.56%Q3 2022Q3 20235
TOWNSQUARE CAPITAL LLC 550.01%0.56%0.95%Q3 2022Q3 20235
FIRST FOUNDATION ADVISORS 550.02%0.05%0.08%Q3 2022Q3 20235
MATHER GROUP, LLC. 550.01%0.04%0.14%Q3 2022Q3 20235
SILVER OAK SECURITIES, INCORPORATED 550.04%0.13%0.24%Q3 2022Q3 20235
Advisors Preferred, LLC 553.05%14.18%54.79%Q3 2022Q3 20235
NATIONAL BANK OF CANADA /FI/ 550.00%0.00%0.00%Q1 2022Q1 20235
Column Capital Advisors, LLC 320.00%0.01%0.01%Q2 2022Q3 20235
Vishria Bird Financial Group, LLC 550.66%0.76%0.84%Q3 2022Q3 20235
Jaffetilchin Investment Partners, LLC 550.03%0.10%0.15%Q3 2022Q3 20235
Integrated Advisors Network LLC 550.02%0.06%0.08%Q3 2022Q3 20235
HARBOR INVESTMENT ADVISORY, LLC 320.00%0.00%0.00%Q1 2022Q3 20235
FirstPurpose Wealth LLC 550.09%0.48%0.97%Q3 2022Q3 20235
SRS Capital Advisors, Inc. 550.00%0.00%0.01%Q3 2022Q3 20235
New Millennium Group LLC 550.02%1.48%3.67%Q3 2022Q3 20235
Bond & Devick Financial Network, Inc. 550.13%0.20%0.34%Q3 2022Q3 20235
Private Advisor Group, LLC 310.01%0.03%0.07%Q2 2021Q3 20235
Provident Investment Management, Inc. 550.04%0.07%0.10%Q3 2022Q3 20235
PECAUT & CO. 554.06%7.17%11.01%Q3 2022Q3 20235
Continuum Advisory, LLC 550.06%0.10%0.14%Q3 2022Q3 20235
First National Bank of South Miami 410.05%0.11%0.17%Q2 2021Q2 20235
Baird Financial Group, Inc. 320.00%0.02%0.06%Q2 2022Q3 20235
Wall Capital Group, Inc. 550.79%7.88%29.18%Q3 2022Q3 20235
Rockwood Wealth Management, LLC 550.09%0.14%0.19%Q2 2022Q2 20235
Weaver Consulting Group 550.17%0.25%0.40%Q3 2022Q3 20235
Gladstone Institutional Advisory LLC 550.04%0.06%0.08%Q3 2022Q3 20235
Almanack Investment Partners, LLC. 410.40%13.40%19.18%Q2 2022Q3 20235
Merriman Wealth Management, LLC 550.11%2.49%9.66%Q3 2022Q3 20235
COLONY GROUP LLC 550.07%0.24%0.52%Q3 2022Q3 20235
B. Riley Wealth Advisors, Inc. 550.01%0.11%0.20%Q3 2022Q3 20235
Sequoia Financial Advisors, LLC 440.50%0.57%0.63%Q4 2022Q3 20234
Integrated Wealth Concepts LLC 440.02%0.04%0.07%Q4 2022Q3 20234
ADE, LLC 441.21%1.43%1.94%Q4 2022Q3 20234
Latitude Advisors, LLC 440.36%0.37%0.38%Q4 2022Q3 20234
Sunbelt Securities, Inc. 440.01%0.04%0.06%Q4 2022Q3 20234
Raleigh Capital Management Inc. 210.00%0.44%0.89%Q2 2022Q3 20234
Prosperity Wealth Management, Inc. 442.20%2.61%3.26%Q4 2022Q3 20234
Core Wealth Partners LLC 443.32%4.06%5.08%Q4 2022Q3 20234
Park Edge Advisors, LLC 441.17%3.35%9.50%Q4 2022Q3 20234
Janney Montgomery Scott LLC 440.00%0.02%0.04%Q4 2022Q3 20234
Crescent Grove Advisors, LLC 440.09%0.48%1.16%Q4 2022Q3 20234
Independent Advisor Alliance 440.21%0.60%1.68%Q4 2022Q3 20234
Triumph Capital Management 440.11%0.14%0.17%Q4 2022Q3 20234
RIA Advisory Group LLC 4418.75%19.52%19.94%Q4 2022Q3 20234
FOUNDERS FINANCIAL SECURITIES LLC 310.77%1.10%1.33%Q2 2022Q3 20234
Neuberger Berman Group LLC 440.10%0.13%0.16%Q4 2022Q3 20234
MILLENNIUM MANAGEMENT LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Moloney Securities Asset Management, LLC 440.30%2.53%4.23%Q4 2022Q3 20234
Municipal Employees' Retirement System of Michigan 440.03%0.07%0.08%Q2 2022Q1 20234
Wealthcare Advisory Partners LLC 440.03%0.05%0.06%Q4 2022Q3 20234
SALEM INVESTMENT COUNSELORS INC 440.02%0.02%0.02%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.08%0.12%0.18%Q4 2022Q3 20234
FINANCIAL ADVISORY PARTNERS, LLC 441.06%2.56%4.16%Q4 2022Q3 20234
MEITAV INVESTMENT HOUSE LTD 440.01%0.01%0.02%Q4 2022Q3 20234
PATHSTONE FAMILY OFFICE, LLC 440.19%0.25%0.29%Q4 2022Q3 20234
Empirical Finance, LLC 440.05%1.04%2.09%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 442.56%10.42%18.58%Q4 2022Q3 20234
BROWN ADVISORY INC 440.01%0.03%0.05%Q4 2022Q3 20234
Aptus Capital Advisors, LLC 310.00%0.28%0.51%Q2 2022Q2 20234
Winch Advisory Services, LLC 441.33%1.42%1.56%Q4 2022Q3 20234
Waycross Investment Management Co 441.38%1.44%1.58%Q4 2022Q3 20234
GeoWealth Management, LLC 440.03%0.14%0.36%Q4 2022Q3 20234
Emerald Advisors, LLC 440.26%0.47%0.77%Q4 2022Q3 20234
Clear Harbor Asset Management, LLC 440.20%0.34%0.43%Q2 2022Q1 20234
MBL Wealth, LLC 440.23%1.40%1.95%Q1 2022Q4 20224
Mutual Advisors, LLC 220.02%0.10%0.14%Q3 2022Q3 20234
Salomon & Ludwin, LLC 440.24%0.26%0.27%Q4 2022Q3 20234
PEAPACK GLADSTONE FINANCIAL CORP 440.14%0.35%0.69%Q4 2022Q3 20234
Avior Wealth Management, LLC 310.00%0.01%0.01%Q1 2022Q3 20234
HARVEST GROUP WEALTH MANAGEMENT, LLC 440.01%1.39%2.92%Q2 2022Q1 20234
JPMORGAN CHASE & CO 310.00%0.00%0.01%Q2 2022Q3 20234
Bleakley Financial Group, LLC 441.17%1.43%1.74%Q4 2022Q3 20234
BTS Asset Management, Inc. 210.28%5.78%12.80%Q2 2022Q3 20234
BALDWIN BROTHERS LLC/MA 440.01%0.01%0.01%Q1 2023Q4 20234
Accurate Wealth Management, LLC 210.22%3.98%10.07%Q2 2022Q3 20234
Center for Financial Planning, Inc. 440.12%0.19%0.27%Q2 2022Q1 20234
Providence Capital Advisors, LLC 310.03%0.16%0.34%Q1 2022Q3 20234
SMITH, MOORE & CO. 440.47%0.98%1.56%Q4 2022Q3 20234
MGO ONE SEVEN LLC 440.27%0.37%0.43%Q4 2022Q3 20234
Clear Perspectives Financial Planning, LLC 445.90%9.70%14.28%Q2 2022Q1 20234
ALESCO ADVISORS LLC 440.06%0.08%0.12%Q4 2022Q3 20234
Ausdal Financial Partners, Inc. 220.03%0.14%0.25%Q2 2022Q2 20234
Community Bank, N.A. 440.02%0.03%0.04%Q4 2022Q3 20234
Main Street Financial Solutions, LLC 440.04%0.06%0.08%Q4 2022Q3 20234
HEADINVEST, LLC 440.08%0.11%0.20%Q4 2022Q3 20234
Buck Wealth Strategies, LLC 312.37%13.16%24.00%Q3 2022Q3 20234
Outlook Wealth Advisors, LLC 440.36%1.88%4.09%Q4 2022Q3 20234
Omnia Family Wealth, LLC 224.10%8.57%12.25%Q2 2022Q3 20234
DFPG INVESTMENTS, LLC 440.02%0.08%0.13%Q4 2022Q3 20234
VisionPoint Advisory Group, LLC 440.12%0.28%0.39%Q4 2022Q3 20234
Eagle Bay Advisors LLC 220.00%0.11%0.25%Q2 2022Q3 20234
Crane Advisory, LLC 440.08%8.65%18.44%Q3 2022Q2 20234
Clearstead Advisors, LLC 440.85%1.05%1.27%Q4 2022Q3 20234
LWM Advisory Services, LLC 441.93%2.31%2.66%Q4 2022Q3 20234
Hubbell Strickland Wealth Management, LLC 442.67%2.99%3.17%Q4 2022Q3 20234
Vigilare Wealth Management 448.10%14.71%21.06%Q1 2023Q4 20234
Orion Portfolio Solutions, LLC 220.02%0.06%0.16%Q2 2022Q3 20234
ESG Planning 4446.69%77.10%91.35%Q4 2022Q3 20234
Hilltop Holdings Inc. 440.04%0.17%0.33%Q4 2022Q3 20234
Virtue Capital Management, LLC 440.22%0.83%2.62%Q4 2022Q3 20234
Corient Private Wealth LLC 440.02%0.07%0.16%Q4 2022Q3 20234
PRIVATE TRUST CO NA 440.00%0.04%0.07%Q4 2022Q3 20234
WealthShield Partners, LLC 310.01%0.28%0.61%Q2 2021Q3 20234
Five Oceans Advisors 440.54%1.08%2.21%Q4 2022Q3 20234
Smithfield Trust Co 440.31%0.68%1.56%Q4 2022Q3 20234
NOTTINGHAM ADVISORS, INC. 440.66%1.90%2.47%Q4 2022Q3 20234
STEPHENS INC /AR/ 440.01%0.10%0.34%Q4 2022Q3 20234
SHEPHERD KAPLAN KROCHUK, LLC 440.39%0.57%0.90%Q4 2022Q3 20234
Trexquant Investment LP 210.01%0.01%0.02%Q1 2022Q3 20234
Cypress Capital, LLC 443.57%4.07%4.28%Q4 2022Q3 20234
Clayton Partners LLC 448.10%9.44%10.70%Q4 2022Q3 20234
Robertson Stephens Wealth Management, LLC 440.38%0.45%0.59%Q4 2022Q3 20234
Relyea Zuckerberg Hanson LLC 330.06%0.09%0.16%Q1 2023Q3 20233
Transform Wealth, LLC 330.07%1.18%2.49%Q1 2023Q3 20233
4J Wealth Management LLC 330.47%0.49%0.52%Q1 2023Q3 20233
Kraft, Davis & Associates, LLC 210.08%1.03%2.92%Q4 2022Q3 20233
B&D White Capital Company, LLC 330.07%0.43%1.14%Q1 2023Q3 20233
Venturi Wealth Management, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
Freedom Investment Management, Inc. 330.42%0.44%0.46%Q1 2023Q3 20233
BAKER TILLY WEALTH MANAGEMENT, LLC 330.30%0.34%0.36%Q3 2022Q1 20233
Allen Capital Group, LLC 210.06%0.09%0.12%Q3 2022Q3 20233
TD Waterhouse Canada Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
YHB Investment Advisors, Inc. 210.05%0.12%0.24%Q2 2022Q2 20233
WESPAC Advisors, LLC 331.14%2.04%2.59%Q1 2023Q3 20233
STUDIO INVESTMENT MANAGEMENT LLC 330.02%0.58%1.02%Q1 2023Q3 20233
Safeguard Investment Advisory Group, LLC 330.21%0.57%0.75%Q3 2022Q1 20233
Values First Advisors, Inc. 330.02%2.15%3.32%Q1 2023Q3 20233
Atlas Private Wealth Advisors 331.07%1.26%1.42%Q1 2023Q3 20233
Castleview Partners, LLC 210.00%0.00%0.00%Q3 2022Q3 20233
TRUSTCORE FINANCIAL SERVICES, LLC 330.00%0.00%0.01%Q2 2022Q4 20223
Larson Financial Group LLC 330.02%0.03%0.05%Q1 2023Q3 20233
Orion Capital Management LLC 330.53%2.80%3.98%Q1 2023Q3 20233
RDA Financial Network 330.83%1.06%1.20%Q1 2023Q3 20233
Carnegie Capital Asset Management, LLC 330.12%0.24%0.44%Q1 2023Q3 20233
Centerpoint Advisors, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Alpha Financial Partners, LLC 330.84%1.23%1.75%Q1 2023Q3 20233
Financial Management Professionals, Inc. 330.01%0.02%0.02%Q1 2023Q3 20233
EisnerAmper Wealth Management Corporate Benefits, LLC 332.28%2.54%2.69%Q3 2022Q1 20233
Opes Wealth Management LLC 330.15%0.17%0.19%Q1 2023Q3 20233
Waverly Advisors, LLC 330.27%0.42%0.57%Q1 2023Q3 20233
American Trust 330.62%0.75%0.93%Q1 2023Q3 20233
True Link Financial Advisors, LLC 330.16%0.19%0.20%Q1 2023Q3 20233
Strategic Financial Concepts, LLC 330.43%0.52%0.63%Q1 2023Q3 20233
Atria Investments, Inc 330.21%0.37%0.56%Q1 2023Q3 20233
Custos Family Office, LLC 330.16%0.18%0.18%Q1 2023Q3 20233
Eldridge Investment Advisors, Inc. 332.00%2.40%2.61%Q1 2023Q3 20233
Investors Research Corp 330.00%0.00%0.00%Q4 2022Q2 20233
Fortis Group Advisors, LLC 334.49%4.74%4.90%Q1 2023Q3 20233
HOWARD WEALTH MANAGEMENT, LLC 331.12%1.43%1.81%Q2 2022Q4 20223
New Harbor Financial Group, LLC 3311.88%12.65%13.24%Q1 2023Q3 20233
Stokes Family Office, LLC 330.09%0.45%0.64%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
BML Capital Management, LLC 3310.87%17.37%24.96%Q1 2023Q3 20233
Castle Rock Wealth Management, LLC 330.69%2.42%3.39%Q1 2023Q3 20233
HRT FINANCIAL LP 330.01%0.04%0.06%Q3 2022Q1 20233
Arjuna Capital 335.24%6.48%7.90%Q1 2023Q3 20233
Highland Financial Advisors, LLC 330.44%0.46%0.49%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
Stratos Wealth Advisors, LLC 330.22%0.34%0.40%Q1 2023Q3 20233
Altiora Financial Group, LLC 330.37%0.54%0.85%Q1 2023Q3 20233
Dynamic Advisor Solutions LLC 330.06%0.08%0.09%Q1 2023Q3 20233
Simplicity Solutions, LLC 331.18%1.35%1.63%Q1 2023Q3 20233
Secure Asset Management, LLC 330.16%0.18%0.21%Q1 2023Q3 20233
Avion Wealth 330.00%0.00%0.00%Q3 2022Q1 20233
MCKINLEY CAPITAL MANAGEMENT LLC 330.07%0.09%0.12%Q1 2023Q3 20233
Ackerman Capital Advisors, LLC 331.71%2.10%2.37%Q1 2023Q3 20233
Kestra Advisory Services, LLC 210.00%0.01%0.01%Q4 2022Q3 20233
Clearwater Capital Advisors, LLC 330.22%4.00%5.97%Q1 2023Q3 20233
Strata Wealth Advisors, LLC 210.23%0.36%0.44%Q4 2022Q3 20233
NWAM LLC 330.02%0.02%0.02%Q1 2023Q3 20233
AJ WEALTH STRATEGIES, LLC 334.91%5.59%6.43%Q4 2022Q2 20233
VERUS CAPITAL PARTNERS, LLC 330.07%0.07%0.08%Q1 2023Q3 20233
Ritter Daniher Financial Advisory LLC / DE 210.05%0.07%0.09%Q2 2022Q3 20233
OLIVER LAGORE VANVALIN INVESTMENT GROUP 333.54%8.89%13.10%Q1 2023Q3 20233
Sigma Planning Corp 330.10%0.17%0.25%Q1 2023Q3 20233
Hanlon Investment Management, Inc. 334.20%9.82%14.34%Q1 2023Q3 20233
Capitol Family Office, Inc. 330.72%0.77%0.80%Q1 2023Q3 20233
Jackson Creek Investment Advisors LLC 330.60%0.76%0.89%Q1 2023Q3 20233
CABANA LLC 2150.01%56.67%60.01%Q4 2022Q3 20233
Ten Capital Wealth Advisors, LLC 330.01%0.09%0.13%Q4 2022Q2 20233
Trilogy Capital Inc. 330.02%0.03%0.03%Q1 2023Q3 20233
SIGNET FINANCIAL MANAGEMENT, LLC 330.92%0.99%1.08%Q1 2023Q3 20233
Rathbones Group PLC 330.00%0.00%0.01%Q1 2023Q3 20233
Wealth Management Solutions, LLC 330.21%0.25%0.28%Q3 2022Q1 20233
Wallace Advisory Group, LLC 333.66%3.67%3.69%Q4 2022Q2 20233
B.O.S.S. Retirement Advisors, LLC 330.81%1.07%1.58%Q2 2023Q4 20233
Prosperity Planning, Inc. 330.60%0.80%0.99%Q1 2023Q3 20233
General Partner, Inc. 330.10%0.10%0.11%Q1 2023Q3 20233
AXXCESS WEALTH MANAGEMENT, LLC 330.04%0.52%0.98%Q1 2023Q3 20233
Cerity Partners LLC 330.10%0.40%0.92%Q1 2023Q3 20233
Destiny Wealth Partners, LLC 210.00%0.18%0.31%Q1 2022Q3 20233
Koss-Olinger Consulting, LLC 338.65%9.59%10.39%Q2 2022Q4 20223
HARBOUR INVESTMENTS, INC. 330.02%0.02%0.02%Q1 2023Q3 20233
New Capital Management LP 210.20%0.24%0.28%Q4 2022Q3 20233
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 332.47%7.78%12.22%Q1 2022Q3 20223
Cetera Investment Advisers 330.02%0.07%0.16%Q1 2023Q3 20233
Renaissance Technologies 330.05%0.06%0.09%Q1 2023Q3 20233
Meridian Wealth Management, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
One Capital Management, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Capital Advisors, Ltd. LLC 330.05%0.10%0.12%Q1 2023Q3 20233
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 330.29%0.72%1.13%Q1 2023Q3 20233
CONGRESS ASSET MANAGEMENT CO /MA 330.01%0.02%0.02%Q1 2023Q3 20233
Waterloo Capital, L.P. 330.09%0.20%0.31%Q1 2023Q3 20233
WISCONSIN CAPITAL MANAGEMENT LLC 331.68%2.06%2.70%Q1 2023Q3 20233
Baker Avenue Asset Management, LP 210.00%0.23%0.67%Q4 2022Q3 20233
WBI INVESTMENTS, LLC 330.53%0.75%0.92%Q1 2023Q3 20233
Bogart Wealth, LLC 330.00%0.02%0.02%Q1 2023Q3 20233
CREDIT SUISSE AG/ 330.00%0.02%0.05%Q3 2022Q1 20233
Beaumont Financial Partners, LLC 330.20%11.04%16.74%Q1 2022Q3 20223
Sound Financial Strategies Group, LLC 337.90%25.75%53.19%Q1 2023Q3 20233
3EDGE Asset Management, LP 3314.71%16.94%18.32%Q3 2022Q1 20233
Madrona Financial Services, LLC 331.98%2.45%2.73%Q4 2022Q2 20233
Anson Capital, Inc. 331.69%4.57%6.53%Q1 2023Q3 20233
Spartan Planning & Wealth Management 214.34%8.68%12.31%Q3 2022Q3 20233
Upper Left Wealth Management, LLC 330.32%0.34%0.35%Q1 2023Q3 20233
WealthPLAN Partners, LLC 330.01%0.13%0.38%Q1 2023Q3 20233
Heritage Wealth Management, Inc./Texas 210.34%0.48%0.77%Q4 2022Q3 20233
MONEY CONCEPTS CAPITAL CORP 330.00%0.00%0.00%Q2 2022Q4 20223
McAdam, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
Beacon Pointe Advisors, LLC 210.00%0.06%0.11%Q1 2022Q3 20233
Resonant Capital Advisors, LLC 331.82%3.93%5.78%Q1 2023Q3 20233
ST GERMAIN D J CO INC 330.00%0.33%0.61%Q2 2023Q4 20233
J.W. COLE ADVISORS, INC. 330.03%0.09%0.16%Q1 2023Q3 20233
Capital Investment Advisory Services, LLC 330.45%0.48%0.52%Q1 2023Q3 20233
Csenge Advisory Group 330.02%0.04%0.06%Q1 2023Q3 20233
EAGLE ASSET MANAGEMENT INC 220.00%0.00%0.01%Q4 2022Q1 20232
Great Lakes Retirement, Inc. 220.50%0.75%0.99%Q2 2023Q3 20232
GTS SECURITIES LLC 220.00%0.15%0.30%Q2 2023Q3 20232
Sonoma Private Wealth LLC 223.25%3.48%3.71%Q2 2023Q3 20232
Greenspring Advisors, LLC 110.08%0.09%0.10%Q2 2022Q3 20232
FORBES J M & CO LLP 220.03%0.03%0.03%Q2 2023Q3 20232
PARTNERS CAPITAL INVESTMENT GROUP, LLP 221.15%1.29%1.43%Q2 2023Q3 20232
Elm Partners Management LLC 223.64%8.83%14.02%Q2 2023Q3 20232
Stratos Wealth Partners, LTD. 220.03%0.07%0.11%Q2 2023Q3 20232
Sowell Financial Services LLC 220.37%0.39%0.40%Q2 2023Q3 20232
TAP Consulting, LLC 220.50%0.51%0.52%Q3 2022Q4 20222
NEIRG Wealth Management, LLC 227.94%7.95%7.95%Q1 2023Q2 20232
InterOcean Capital Group, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Balboa Wealth Partners 220.15%0.16%0.17%Q1 2023Q2 20232
Rehmann Capital Advisory Group 220.08%0.23%0.38%Q2 2023Q3 20232
Semus Wealth Partners LLC 220.25%0.28%0.31%Q4 2022Q1 20232
PRUDENTIAL PLC 220.02%0.04%0.05%Q1 2022Q2 20222
GUIDANCE CAPITAL, INC 220.62%0.65%0.67%Q2 2023Q3 20232
ALLIANCEBERNSTEIN L.P. 220.00%0.01%0.02%Q4 2022Q1 20232
First Horizon Advisors, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q2 2023Q3 20232
Willow Creek Wealth Management Inc. 220.12%0.22%0.31%Q2 2023Q3 20232
Cynosure Group, LLC 220.76%0.77%0.78%Q2 2023Q3 20232
Vontobel Holding Ltd. 220.02%0.02%0.02%Q2 2023Q3 20232
Synergy Asset Management, LLC 110.07%1.69%3.31%Q1 2023Q3 20232
Waterfront Wealth Inc. 221.58%2.26%2.93%Q2 2023Q3 20232
Prospera Financial Services Inc 220.01%0.01%0.02%Q2 2023Q3 20232
GHP Investment Advisors, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Vise Technologies, Inc. 220.13%0.32%0.51%Q2 2023Q3 20232
Authentikos Wealth Advisory, LLC 221.27%1.88%2.49%Q2 2023Q3 20232
Balentine LLC 220.11%0.59%1.08%Q2 2023Q3 20232
Americana Partners, LLC 220.45%0.48%0.52%Q2 2023Q3 20232
ORG Partners LLC 220.02%0.61%1.19%Q2 2023Q3 20232
REGIMEN WEALTH, LLC 220.19%0.25%0.31%Q4 2022Q1 20232
RAYMOND JAMES TRUST N.A. 220.01%0.01%0.01%Q2 2023Q3 20232
IFG Advisors, LLC 220.10%0.13%0.16%Q2 2023Q3 20232
Richard W. Paul & Associates, LLC 220.00%0.02%0.05%Q2 2023Q3 20232
CWA Asset Management Group, LLC 220.54%0.90%1.26%Q2 2023Q3 20232
SAGE RHINO CAPITAL LLC 220.43%0.74%1.04%Q2 2023Q3 20232
STABLEFORD CAPITAL II LLC 2212.02%12.83%13.65%Q2 2023Q3 20232
Advance Capital Management, Inc. 110.02%0.03%0.04%Q1 2023Q3 20232
Vident Investment Advisory, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Penserra Capital Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BANK OF MONTREAL /CAN/ 220.00%0.00%0.00%Q2 2023Q3 20232
GREENWOOD GEARHART INC 220.05%0.05%0.05%Q4 2022Q1 20232
BENJAMIN F. EDWARDS & COMPANY, INC. 220.00%0.00%0.00%Q2 2022Q3 20222
LWMG, LLC 220.11%0.11%0.11%Q2 2023Q3 20232
Evanson Asset Management, LLC 220.04%0.04%0.04%Q3 2022Q4 20222
Vertex Planning Partners, LLC 220.09%0.12%0.14%Q2 2023Q3 20232
NorthRock Partners, LLC 223.57%4.66%5.74%Q2 2023Q3 20232
Retireful, LLC 223.96%4.68%5.41%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 222.48%2.72%2.97%Q2 2023Q3 20232
Pensionmark Financial Group, LLC 220.17%0.18%0.18%Q2 2023Q3 20232
Root Financial Partners, LLC 220.61%0.66%0.70%Q2 2023Q3 20232
Cercano Management LLC 220.09%0.48%0.88%Q2 2023Q3 20232
WIN ADVISORS, INC 110.14%0.43%0.72%Q1 2023Q3 20232
CENTRAL TRUST Co 220.02%0.04%0.05%Q2 2023Q3 20232
Psagot Value Holdings Ltd. / (Israel) 220.01%0.42%0.84%Q3 2022Q4 20222
SeaBridge Investment Advisors LLC 221.87%2.81%3.75%Q2 2022Q3 20222
WEST MICHIGAN ADVISORS, LLC 220.15%0.16%0.18%Q4 2022Q1 20232
KESTRA PRIVATE WEALTH SERVICES, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Financial Sense Advisors, Inc. 220.11%0.11%0.11%Q1 2023Q2 20232
Stuart Chaussee & Associates, Inc. 2239.21%39.80%40.39%Q2 2023Q3 20232
Geneos Wealth Management Inc. 220.00%0.05%0.10%Q2 2023Q3 20232
TRANSCEND CAPITAL ADVISORS, LLC 220.06%0.06%0.06%Q3 2021Q4 20212
EP Wealth Advisors, LLC 220.00%0.01%0.02%Q2 2023Q3 20232
&PARTNERS 221.49%1.62%1.74%Q3 2022Q4 20222
PRELUDE CAPITAL MANAGEMENT, LLC 220.16%0.16%0.16%Q2 2023Q3 20232
MorganRosel Wealth Management, LLC 223.57%4.51%5.45%Q3 2022Q4 20222
WITTENBERG INVESTMENT MANAGEMENT, INC. 220.09%0.09%0.09%Q2 2023Q3 20232
BESSEMER GROUP INC 220.00%0.00%0.00%Q1 2023Q2 20232
Vickerman Investment Advisors, Inc. 221.65%1.79%1.92%Q2 2023Q3 20232
J2 Capital Management Inc 224.25%5.09%5.94%Q2 2023Q3 20232
Nicholas Hoffman & Company, LLC. 220.05%0.07%0.08%Q2 2023Q3 20232
Matisse Capital 220.16%0.23%0.30%Q3 2021Q4 20212
Graves Light Lenhart Wealth, Inc. 220.04%0.05%0.06%Q2 2023Q3 20232
NOMURA ASSET MANAGEMENT CO LTD 220.01%0.18%0.36%Q2 2023Q3 20232
Valeo Financial Advisors, LLC 220.04%0.05%0.06%Q2 2022Q3 20222
CHERRYDALE WEALTH MANAGEMENT, LLC 221.06%1.11%1.17%Q3 2023Q4 20232
Baltimore-Washington Financial Advisors, Inc. 220.14%0.16%0.18%Q2 2023Q3 20232
HBW ADVISORY SERVICES LLC 220.08%0.09%0.10%Q2 2023Q3 20232
OneDigital Investment Advisors LLC 220.04%0.05%0.05%Q2 2023Q3 20232
EDMOND DE ROTHSCHILD HOLDING S.A. 220.01%0.01%0.01%Q2 2023Q3 20232
SCOTIA CAPITAL INC. 110.01%0.01%0.01%Q1 2023Q3 20232
Fiera Capital Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Modera Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Financial Gravity Asset Management, Inc. 220.24%0.31%0.39%Q1 2023Q2 20232
Ancora Advisors LLC 110.00%0.00%0.01%Q1 2023Q3 20232
GUGGENHEIM CAPITAL LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Eagle Ridge Investment Management 221.18%1.29%1.41%Q2 2023Q3 20232
TITLEIST ASSET MANAGEMENT, LLC 220.43%0.43%0.44%Q2 2023Q3 20232
EQUITY INVESTMENT CORP 224.07%4.07%4.07%Q2 2023Q3 20232
Regal Investment Advisors LLC 220.04%0.04%0.04%Q2 2023Q3 20232
ACT Advisors, LLC. 220.32%0.89%1.47%Q4 2021Q1 20222
WorthPointe, LLC 110.14%0.25%0.37%Q2 2022Q4 20222
CITIGROUP INC 110.00%0.00%0.00%Q3 2021Q1 20232
Security Financial Services, INC. 220.44%0.45%0.46%Q2 2022Q3 20222
Legacy Wealth Asset Management, LLC 220.54%0.57%0.59%Q2 2022Q3 20222
PFG Advisors 220.07%0.40%0.73%Q2 2023Q3 20232
LAKE STREET ADVISORS GROUP, LLC 223.13%3.14%3.16%Q2 2023Q3 20232
Alliance Wealth Advisors, LLC /UT 221.38%1.41%1.44%Q4 2022Q1 20232
TUDOR INVESTMENT CORP ET AL 110.00%0.00%0.00%Q3 2023Q3 20231
TRUST CO OF VERMONT 110.04%0.04%0.04%Q1 2023Q1 20231
CONCENTRIC WEALTH MANAGEMENT, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
Aspire Private Capital, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PRIVATE MANAGEMENT GROUP INC 110.03%0.03%0.03%Q3 2023Q3 20231
ClearBridge Investments 110.00%0.00%0.00%Q3 2023Q3 20231
Privium Fund Management (UK) Ltd 1110.65%10.65%10.65%Q1 2023Q1 20231
Stonebridge Financial Planning Group, LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Northland Capital Management LLC 1113.86%13.86%13.86%Q3 2023Q3 20231
Bristlecone Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
FWL INVESTMENT MANAGEMENT, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Professional Financial Advisors, LLC 111.90%1.90%1.90%Q3 2023Q3 20231
MONTGOMERY INVESTMENT MANAGEMENT INC 110.66%0.66%0.66%Q3 2023Q3 20231
Focused Wealth Management, Inc 114.66%4.66%4.66%Q3 2023Q3 20231
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 113.32%3.32%3.32%Q3 2023Q3 20231
Williams Financial, LLC 118.34%8.34%8.34%Q4 2022Q4 20221
Cresset Asset Management, LLC 110.29%0.29%0.29%Q3 2023Q3 20231
DAVENPORT & Co LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Summit Financial Wealth Advisors, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
COMERICA BANK 110.02%0.02%0.02%Q3 2023Q3 20231
SageView Advisory Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
McIlrath & Eck, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Atlantic Private Wealth, LLC 113.35%3.35%3.35%Q3 2023Q3 20231
Ethos Financial Group, LLC 112.42%2.42%2.42%Q3 2023Q3 20231
SANDERS MORRIS HARRIS LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Prosperity Financial Group, Inc. 110.34%0.34%0.34%Q4 2022Q4 20221
Arete Wealth Advisors, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 110.06%0.06%0.06%Q3 2023Q3 20231
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Legacy Capital Group California, Inc. 111.78%1.78%1.78%Q3 2023Q3 20231
CGN Advisors LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Tarbox Family Office, Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
abrdn plc 110.01%0.01%0.01%Q1 2023Q1 20231
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Legacy Capital Wealth Partners, LLC 110.47%0.47%0.47%Q3 2023Q3 20231
Oak Harvest Investment Services 110.09%0.09%0.09%Q3 2023Q3 20231
Fiduciary Group LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Masso Torrence Wealth Management Inc. 110.25%0.25%0.25%Q4 2022Q4 20221
Ascent Group, LLC 110.37%0.37%0.37%Q1 2023Q1 20231
Strategic Blueprint, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Meeder Advisory Services, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Fortitude Advisory Group L.L.C. 110.18%0.18%0.18%Q3 2023Q3 20231
SIGNATUREFD, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Shorepoint Capital Partners LLC 115.15%5.15%5.15%Q3 2023Q3 20231
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 110.06%0.06%0.06%Q1 2023Q1 20231
GREAT VALLEY ADVISOR GROUP, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
BUCKHEAD CAPITAL MANAGEMENT LLC 110.35%0.35%0.35%Q3 2023Q3 20231
Horizon Investments, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
EA Series Trust 111.90%1.90%1.90%Q2 2023Q2 20231
Quantum Capital Management, LLC / NJ 110.03%0.03%0.03%Q3 2023Q3 20231
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q3 2023Q3 20231
FourThought Financial, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Vivaldi Capital Management LP 110.07%0.07%0.07%Q3 2023Q3 20231
Global Assets Advisory, LLC 110.29%0.29%0.29%Q3 2023Q3 20231
Watchman Group, Inc. 111.92%1.92%1.92%Q3 2023Q3 20231
Retirement Investment Advisors, Inc. 110.07%0.07%0.07%Q1 2023Q1 20231
Cedar Brook Financial Partners, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
PRINCIPAL FINANCIAL GROUP INC 110.01%0.01%0.01%Q3 2023Q3 20231
Faithward Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
EVOKE WEALTH, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Insight Advisors, LLC/ PA 110.06%0.06%0.06%Q3 2023Q3 20231
NORDEN GROUP LLC 116.79%6.79%6.79%Q3 2023Q3 20231
Executive Wealth Management, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Second Half Financial Partners, LLC 110.47%0.47%0.47%Q2 2023Q2 20231
Principle Wealth Partners LLC 110.02%0.02%0.02%Q3 2023Q3 20231
AlphaCore Capital LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Wedmont Private Capital 110.16%0.16%0.16%Q3 2023Q3 20231
Jenkins Wealth 110.18%0.18%0.18%Q4 2022Q4 20221
OLD MISSION CAPITAL LLC 110.32%0.32%0.32%Q1 2023Q1 20231
UMB Bank, n.a. 110.00%0.00%0.00%Q1 2023Q1 20231
Headlands Technologies LLC 110.27%0.27%0.27%Q4 2022Q4 20221
Michelson Medical Research Foundation, Inc. 118.56%8.56%8.56%Q2 2023Q2 20231
Punch Card Capital 110.73%0.73%0.73%Q3 2023Q3 20231
EFG Asset Management (Americas) Corp. 110.06%0.06%0.06%Q3 2023Q3 20231
SPROTT INC. 110.03%0.03%0.03%Q3 2023Q3 20231
BOOTHBAY FUND MANAGEMENT, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
FIRST WILSHIRE SECURITIES MANAGEMENT INC 111.56%1.56%1.56%Q3 2023Q3 20231
Windham Capital Management, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.08%0.08%0.08%Q3 2023Q3 20231
Successful Portfolios LLC 110.59%0.59%0.59%Q3 2023Q3 20231
BUCKINGHAM STRATEGIC WEALTH, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FLAGSHIP HARBOR ADVISORS, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Armor Investment Advisors, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Evensky & Katz LLC 110.01%0.01%0.01%Q3 2023Q3 20231
LIBRA WEALTH LLC 110.12%0.12%0.12%Q1 2023Q1 20231
StrategIQ Financial Group, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Mader & Shannon Wealth Management, Inc. 1114.65%14.65%14.65%Q3 2023Q3 20231
Astor Investment Management LLC 119.13%9.13%9.13%Q3 2023Q3 20231
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110.12%0.12%0.12%Q2 2023Q2 20231
BRIGHTON JONES LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Strategic Wealth Partners, Ltd. 110.06%0.06%0.06%Q1 2023Q1 20231
Lloyd Advisory Services, LLC. 116.79%6.79%6.79%Q3 2023Q3 20231
PARK AVENUE SECURITIES LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Advisors Capital Management, LLC 111.54%1.54%1.54%Q3 2023Q3 20231
Semmax Financial Advisors Inc. 110.29%0.29%0.29%Q3 2023Q3 20231
Argent Trust Co 110.03%0.03%0.03%Q3 2023Q3 20231
GPS Wealth Strategies Group, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Strategic Wealth Partners Group, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
DMC Group, LLC 110.32%0.32%0.32%Q3 2023Q3 20231
Strengthening Families & Communities, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Stadion Money Management, LLC 111.92%1.92%1.92%Q3 2020Q3 20201
BEACON FINANCIAL GROUP 110.98%0.98%0.98%Q3 2023Q3 20231
Pariax, LLC 116.50%6.50%6.50%Q3 2023Q3 20231
Centennial Wealth Advisory LLC 114.35%4.35%4.35%Q3 2023Q3 20231
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Stephens Consulting, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Gryphon Financial Partners LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Talisman Wealth Advisors LLC 110.41%0.41%0.41%Q3 2023Q3 20231
Econ Financial Services Corp 111.37%1.37%1.37%Q3 2023Q3 20231
Mirae Asset Global Investments Co., Ltd. 110.04%0.04%0.04%Q3 2023Q3 20231
COLTON GROOME FINANCIAL ADVISORS, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
MONTAG A & ASSOCIATES INC 110.01%0.01%0.01%Q3 2023Q3 20231
PFG Investments, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Slagle Financial, LLC 110.20%0.20%0.20%Q2 2023Q2 20231
ZACKS INVESTMENT MANAGEMENT 110.01%0.01%0.01%Q4 2021Q4 20211
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Connectus Wealth, LLC 110.46%0.46%0.46%Q3 2023Q3 20231
EVERMAY WEALTH MANAGEMENT LLC 110.30%0.30%0.30%Q3 2023Q3 20231
Parker Financial LLC 111.52%1.52%1.52%Q1 2023Q1 20231
Warren Street Wealth Advisors, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
PATTON FUND MANAGEMENT, INC. 110.37%0.37%0.37%Q1 2021Q1 20211
Parkside Financial Bank & Trust 110.32%0.32%0.32%Q3 2023Q3 20231
Pacific Edge Advisors, LLC 112.43%2.43%2.43%Q3 2021Q3 20211
Capital Analysts, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
LIBERTY WEALTH MANAGEMENT LLC 110.07%0.07%0.07%Q2 2023Q2 20231
Envestnet Portfolio Solutions, Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
United Community Bank 110.10%0.10%0.10%Q3 2023Q3 20231
Baker Ellis Asset Management LLC 111.23%1.23%1.23%Q3 2023Q3 20231
ICA Group Wealth Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Dominguez Wealth Management Solutions, Inc. 110.57%0.57%0.57%Q3 2023Q3 20231
Koshinski Asset Management, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
VitalStone Financial, LLC 1118.62%18.62%18.62%Q3 2023Q3 20231
Safeguard Financial, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
IRONWOOD INVESTMENT MANAGEMENT LLC 110.52%0.52%0.52%Q1 2023Q1 20231
Laird Norton Wetherby Trust Company, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
TUCKER ASSET MANAGEMENT LLC 110.43%0.43%0.43%Q3 2022Q3 20221
REUTER JAMES WEALTH MANAGEMENT, LLC 110.44%0.44%0.44%Q3 2023Q3 20231
Garden State Investment Advisory Services LLC 110.50%0.50%0.50%Q4 2022Q4 20221
GUARDIAN WEALTH ADVISORS, LLC / NC 110.41%0.41%0.41%Q4 2022Q4 20221
Carmel Capital Partners, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
OPTIMUM INVESTMENT ADVISORS 110.00%0.00%0.00%Q3 2023Q3 20231
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Van Hulzen Asset Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
SJS Investment Consulting Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Elevated Capital Advisors, LLC 110.54%0.54%0.54%Q3 2023Q3 20231
Coastal Bridge Advisors, LLC 111.31%1.31%1.31%Q3 2022Q3 20221
Strategic Advisors LLC 110.64%0.64%0.64%Q3 2023Q3 20231
CreativeOne Wealth, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
TRIAD FINANCIAL ADVISORS, INC. 110.09%0.09%0.09%Q4 2022Q4 20221
Q3 Asset Management 111.31%1.31%1.31%Q2 2023Q2 20231
MBM Wealth Consultants, LLC 112.50%2.50%2.50%Q3 2023Q3 20231
Matrix Trust Co 110.04%0.04%0.04%Q1 2023Q1 20231
Financial Strategies Group, Inc. 110.11%0.11%0.11%Q3 2023Q3 20231
BluePath Capital Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
External links

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