ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 17170.00%0.00%0.00%Q2 2020Q2 202417
BlackRock Finance, Inc. 1240.00%0.00%0.00%Q2 2020Q2 202416
Capital Investment Advisors, LLC 16160.04%0.57%1.15%Q3 2020Q2 202416
ROYAL BANK OF CANADA 16160.00%0.00%0.01%Q3 2020Q2 202416
OSAIC HOLDINGS, INC. 16160.00%0.00%0.00%Q3 2020Q2 202416
STIFEL FINANCIAL CORP 16160.00%0.01%0.03%Q3 2020Q2 202416
JANE STREET GROUP, LLC 1510.00%0.00%0.00%Q2 2020Q2 202416
CAPTRUST FINANCIAL ADVISORS 16160.00%0.00%0.00%Q3 2020Q2 202416
ARROW FINANCIAL CORP 15150.03%0.57%1.34%Q4 2020Q2 202415
Sandy Spring Bank 15150.01%0.12%0.21%Q4 2020Q2 202415
BENJAMIN EDWARDS INC 15150.12%0.21%0.66%Q4 2020Q2 202415
RAYMOND JAMES & ASSOCIATES 15150.00%0.00%0.00%Q4 2020Q2 202415
CGN Advisors LLC 15150.18%0.34%0.52%Q4 2020Q2 202415
BANK OF AMERICA CORP /DE/ 15150.00%0.00%0.00%Q4 2020Q2 202415
WELLS FARGO & COMPANY/MN 15150.00%0.00%0.01%Q4 2020Q2 202415
MORGAN STANLEY 14140.00%0.00%0.00%Q1 2021Q2 202414
BENJAMIN F. EDWARDS & COMPANY, INC. 14140.00%0.08%0.42%Q1 2021Q2 202414
Krilogy Financial LLC 14140.13%0.33%0.42%Q1 2021Q2 202414
4Thought Financial Group Inc. 14142.63%3.12%3.44%Q1 2021Q2 202414
ASSOCIATED BANC-CORP 1310.01%0.02%0.03%Q4 2020Q2 202414
UBS Group AG 14140.00%0.00%0.01%Q1 2021Q2 202414
Bradley & Co. Private Wealth Management, LLC 14140.21%0.52%0.98%Q1 2021Q2 202414
Bank of New York Mellon Corp 1220.00%0.00%0.00%Q4 2020Q2 202414
Signature Wealth Management Group 1030.33%1.38%2.10%Q1 2021Q2 202413
US BANCORP \DE\ 13130.00%0.01%0.04%Q2 2021Q2 202413
LITTLE HOUSE CAPITAL LLC 13130.30%0.42%0.49%Q2 2021Q2 202413
AMERIPRISE FINANCIAL INC 10100.00%0.00%0.00%Q1 2022Q2 202410
Guidance Point Advisors, LLC 10100.70%1.55%2.18%Q1 2022Q2 202410
HARBOUR INVESTMENTS, INC. 910.00%0.00%0.01%Q3 2021Q2 202410
Aptus Capital Advisors, LLC 990.56%0.84%1.12%Q2 2022Q2 20249
CONFLUENCE INVESTMENT MANAGEMENT LLC 990.25%0.27%0.31%Q3 2020Q3 20229
Kesler, Norman & Wride, LLC 990.06%0.07%0.08%Q2 2022Q2 20249
Snowden Capital Advisors LLC 990.01%0.01%0.02%Q2 2022Q2 20249
Raymond James Financial Services Advisors, Inc. 880.02%0.03%0.06%Q3 2022Q2 20248
Venture Visionary Partners LLC 880.14%0.52%0.79%Q3 2022Q2 20248
Peloton Wealth Strategists 880.35%1.06%1.61%Q3 2022Q2 20248
COMMONWEALTH EQUITY SERVICES, LLC 880.01%0.01%0.02%Q3 2022Q2 20248
FinTrust Capital Advisors, LLC 880.00%0.01%0.02%Q3 2022Q2 20248
LPL Financial LLC 880.00%0.00%0.00%Q3 2022Q2 20248
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.00%Q3 2020Q2 20248
OLD MISSION CAPITAL LLC 620.01%0.03%0.13%Q1 2022Q2 20248
SIGMA INVESTMENT COUNSELORS INC 770.02%1.15%1.69%Q4 2022Q2 20247
PFG Private Wealth Management, LLC 770.18%2.39%4.94%Q4 2022Q2 20247
Syntegra Private Wealth Group, LLC 770.04%0.05%0.05%Q4 2022Q2 20247
Dorsey & Whitney Trust CO LLC 770.02%0.03%0.05%Q4 2022Q2 20247
NewEdge Advisors, LLC 770.00%0.01%0.02%Q4 2022Q2 20247
MCF Advisors LLC 770.04%0.16%0.27%Q4 2022Q2 20247
Cambridge Investment Research Advisors, Inc. 770.00%0.01%0.04%Q4 2022Q2 20247
Legacy Private Trust Co. 770.02%0.45%0.62%Q1 2022Q3 20237
UNITED CAPITAL FINANCIAL ADVISORS, LLC 770.01%0.01%0.01%Q4 2022Q2 20247
Keeler Thomas Management LLC 770.41%1.89%2.28%Q4 2022Q2 20247
Archford Capital Strategies, LLC 770.21%0.25%0.29%Q4 2022Q2 20247
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 770.00%0.00%0.00%Q4 2022Q2 20247
CENTRAL TRUST Co 770.00%0.01%0.01%Q4 2022Q2 20247
ENVESTNET ASSET MANAGEMENT INC 770.00%0.00%0.00%Q4 2022Q2 20247
Beacon Pointe Advisors, LLC 660.01%0.01%0.03%Q1 2023Q2 20246
CWM, LLC 660.00%0.01%0.01%Q1 2023Q2 20246
McGlone Suttner Wealth Management, Inc. 660.07%0.07%0.07%Q1 2023Q2 20246
Janney Montgomery Scott LLC 660.02%0.02%0.02%Q1 2023Q2 20246
Rockefeller Capital Management L.P. 660.03%0.03%0.04%Q1 2023Q2 20246
IFP Advisors, Inc 660.00%0.04%0.09%Q1 2023Q2 20246
Evergreen Wealth Solutions, LLC 661.20%1.30%1.43%Q1 2023Q2 20246
Citadel Advisors 310.00%0.00%0.00%Q1 2021Q2 20246
Platte River Wealth Advisors, LLC 660.10%1.77%2.42%Q1 2023Q2 20246
Integrated Wealth Concepts LLC 550.00%0.01%0.01%Q2 2023Q2 20245
Granite Harbor Advisors, Inc. 550.22%0.26%0.34%Q2 2023Q2 20245
ADIRONDACK TRUST CO 550.00%0.08%0.19%Q2 2023Q2 20245
Roble, Belko & Company, Inc 550.04%0.08%0.14%Q2 2023Q2 20245
MV CAPITAL MANAGEMENT, INC. 550.10%0.97%1.33%Q2 2023Q2 20245
Steward Partners Investment Advisory, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
REDW Wealth LLC 550.10%0.24%0.41%Q2 2023Q2 20245
Element Wealth, LLC 550.03%0.03%0.03%Q2 2023Q2 20245
BARTLETT & CO. WEALTH MANAGEMENT LLC 550.00%0.00%0.00%Q2 2023Q2 20245
Klingman & Associates, LLC 550.22%0.86%1.28%Q2 2023Q2 20245
Gateway Advisory, LLC 553.40%4.66%5.59%Q2 2023Q2 20245
Vigilant Capital Management, LLC 550.00%0.00%0.01%Q2 2022Q2 20235
MONECO Advisors, LLC 550.06%0.08%0.10%Q2 2023Q2 20245
COLDSTREAM CAPITAL MANAGEMENT INC 410.01%0.03%0.04%Q1 2023Q2 20245
HOWLAND CAPITAL MANAGEMENT LLC 440.05%0.10%0.20%Q3 2023Q2 20244
Paradigm, Strategies in Wealth Management, LLC 440.23%0.60%0.90%Q3 2023Q2 20244
Bogart Wealth, LLC 440.00%0.01%0.01%Q3 2023Q2 20244
RITHOLTZ WEALTH MANAGEMENT 440.01%0.01%0.01%Q3 2023Q2 20244
Cetera Investment Advisers 440.00%0.00%0.00%Q2 2023Q1 20244
HighTower Advisors, LLC 440.00%0.01%0.04%Q3 2023Q2 20244
Buffington Mohr McNeal 441.09%1.97%2.29%Q3 2023Q2 20244
Addison Advisors LLC 440.00%0.02%0.05%Q3 2023Q2 20244
Iowa State Bank 440.05%0.09%0.14%Q3 2021Q2 20224
Bank of New Hampshire 440.04%0.06%0.08%Q3 2023Q2 20244
Advisory Services Network, LLC 210.00%0.00%0.00%Q3 2020Q4 20234
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
CABOT WEALTH MANAGEMENT INC 440.10%0.12%0.14%Q3 2023Q2 20244
Sound View Wealth Advisors Group, LLC 310.80%0.92%1.08%Q4 2022Q2 20244
Invesco Ltd. 440.00%0.00%0.00%Q1 2022Q4 20224
LYELL WEALTH MANAGEMENT, LP 440.26%0.41%0.48%Q3 2023Q2 20244
Stratos Wealth Partners, LTD. 440.01%0.01%0.01%Q3 2023Q2 20244
Segment Wealth Management, LLC 440.02%0.05%0.07%Q3 2023Q2 20244
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
First National Bank of South Miami 440.01%0.01%0.01%Q2 2021Q1 20224
BCS Wealth Management 330.08%0.15%0.22%Q4 2023Q2 20243
SCOTIA CAPITAL INC. 330.00%0.00%0.00%Q4 2023Q2 20243
Lido Advisors, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Capital Analysts, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Ironwood Financial, llc 330.56%1.06%1.35%Q4 2023Q2 20243
BEACON FINANCIAL GROUP 330.07%0.09%0.10%Q4 2023Q2 20243
PRECEDENT WEALTH PARTNERS, LLC 331.02%1.06%1.10%Q4 2023Q2 20243
Cherry Tree Wealth Management, LLC 330.04%0.11%0.23%Q4 2023Q2 20243
Wells Financial Advisors INC 330.06%0.06%0.07%Q4 2023Q2 20243
Retirement Group, LLC 330.03%0.04%0.05%Q3 2020Q1 20213
Mutual Advisors, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
INSTRUMENTAL WEALTH, LLC 330.70%1.41%1.79%Q4 2023Q2 20243
Kestra Advisory Services, LLC 330.01%0.02%0.02%Q4 2023Q2 20243
Stokes Family Office, LLC 330.06%0.06%0.06%Q4 2023Q2 20243
Gradient Capital Advisors, LLC 330.13%0.16%0.18%Q4 2023Q2 20243
Mariner, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
WRAPMANAGER INC 330.85%0.87%0.89%Q4 2023Q2 20243
Neuberger Berman Group LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Spectrum Wealth Counsel, LLC 330.06%0.07%0.07%Q4 2023Q2 20243
Wealthstar Advisors, LLC 330.04%0.09%0.12%Q3 2023Q1 20243
Johnson Bixby & Associates, LLC 330.04%0.04%0.05%Q4 2023Q2 20243
Executive Wealth Management, LLC 330.02%0.07%0.14%Q4 2023Q2 20243
Mendota Financial Group, LLC 330.44%0.47%0.51%Q4 2023Q2 20243
Yoder Wealth Management, Inc. 330.15%0.16%0.17%Q4 2023Q2 20243
JAMES INVESTMENT RESEARCH, INC. 330.03%0.03%0.03%Q4 2023Q2 20243
Praetorian Wealth Management, Inc. 330.50%0.69%0.84%Q4 2023Q2 20243
AdvisorNet Financial, Inc 330.00%0.00%0.00%Q4 2023Q2 20243
Parallel Advisors, LLC 330.04%0.06%0.07%Q4 2023Q2 20243
Probity Advisors, Inc. 330.48%0.81%1.12%Q4 2023Q2 20243
Straight Path Wealth Management 330.12%0.13%0.14%Q4 2023Q2 20243
Allworth Financial LP 330.00%0.00%0.00%Q4 2023Q2 20243
OAK FAMILY ADVISORS, LLC 331.52%1.66%1.74%Q4 2023Q2 20243
Stonebrook Private Inc. 330.19%0.28%0.36%Q4 2023Q2 20243
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Bartlett & Co. LLC 330.00%0.00%0.00%Q2 2023Q4 20233
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 330.01%0.02%0.02%Q4 2023Q2 20243
MML INVESTORS SERVICES, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Sargent Bickham Lagudis LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Legacy CG, LLC 110.02%1.09%2.17%Q4 2021Q2 20222
FULTON BREAKEFIELD BROENNIMAN LLC 220.02%0.02%0.02%Q1 2024Q2 20242
Advisors Capital Management, LLC 220.26%0.26%0.26%Q1 2024Q2 20242
LINCOLN NATIONAL CORP 220.00%0.01%0.01%Q4 2023Q1 20242
PHILLIPS FINANCIAL MANAGEMENT, LLC 220.00%0.00%0.01%Q1 2024Q2 20242
Global Retirement Partners, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Chesley Taft & Associates LLC 220.01%0.02%0.03%Q1 2024Q2 20242
Private Advisor Group, LLC 220.00%0.00%0.01%Q1 2024Q2 20242
MERCER GLOBAL ADVISORS INC /ADV 220.00%0.00%0.00%Q1 2024Q2 20242
Princeton Global Asset Management LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Quantum Financial Advisors, LLC 220.28%0.28%0.28%Q1 2024Q2 20242
Penobscot Investment Management Company, Inc. 220.03%0.04%0.05%Q1 2024Q2 20242
PNC FINANCIAL SERVICES GROUP, INC. 220.00%0.00%0.00%Q1 2024Q2 20242
Atria Investments, Inc 220.02%0.02%0.02%Q1 2024Q2 20242
AE Wealth Management LLC 220.00%0.00%0.01%Q3 2023Q4 20232
MEITAV INVESTMENT HOUSE LTD 220.02%0.02%0.02%Q1 2024Q2 20242
Safeguard Financial, LLC 220.07%0.07%0.08%Q1 2024Q2 20242
Koesten, Hirschmann & Crabtree, INC. 220.08%0.08%0.09%Q4 2023Q1 20242
SUMMITRY LLC 221.25%1.55%1.85%Q4 2023Q1 20242
Trust Co 220.01%0.01%0.01%Q1 2024Q2 20242
FMR LLC 110.00%0.00%0.00%Q1 2023Q2 20242
Montecito Bank & Trust 220.06%0.07%0.08%Q1 2024Q2 20242
JPMORGAN CHASE & CO 220.00%0.00%0.00%Q1 2024Q2 20242
4J Wealth Management LLC 220.25%0.25%0.26%Q1 2024Q2 20242
PRINCIPAL SECURITIES, INC. 220.00%0.00%0.00%Q1 2024Q2 20242
Newman Dignan & Sheerar, Inc. 220.08%0.08%0.08%Q1 2024Q2 20242
FIRST NATIONAL TRUST CO 110.02%0.02%0.02%Q2 2024Q2 20241
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Farmer Steven Patrick 110.26%0.26%0.26%Q2 2022Q2 20221
Commonwealth Financial Services, LLC 111.65%1.65%1.65%Q2 2024Q2 20241
Sabal Trust CO 110.10%0.10%0.10%Q2 2024Q2 20241
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q1 2024Q1 20241
Glenview Trust Co 110.01%0.01%0.01%Q2 2024Q2 20241
Gratus Wealth Advisors, LLC 110.04%0.04%0.04%Q2 2024Q2 20241
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Laurel Wealth Advisors LLC 110.00%0.00%0.00%Q2 2024Q2 20241
MONUMENTAL FINANCIAL GROUP INC. 116.21%6.21%6.21%Q2 2024Q2 20241
First PREMIER Bank 110.00%0.00%0.00%Q2 2024Q2 20241
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Banque Cantonale Vaudoise 110.01%0.01%0.01%Q2 2024Q2 20241
Asset Dedication, LLC 110.11%0.11%0.11%Q2 2024Q2 20241
Creative Planning 110.00%0.00%0.00%Q3 2023Q3 20231
HAMEL ASSOCIATES, INC. 110.41%0.41%0.41%Q2 2024Q2 20241
NWAM LLC 110.04%0.04%0.04%Q4 2023Q4 20231
THOROUGHBRED FINANCIAL SERVICES, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Avestar Capital, LLC 110.30%0.30%0.30%Q1 2022Q1 20221
CAPITAL ADVISORS INC/OK 110.98%0.98%0.98%Q2 2024Q2 20241
STAR Financial Bank 110.95%0.95%0.95%Q2 2024Q2 20241
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
American Portfolios Advisors 110.00%0.00%0.00%Q3 2022Q3 20221
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q4 2023Q4 20231
Creekmur Asset Management LLC 110.02%0.02%0.02%Q2 2024Q2 20241
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2024Q2 20241
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
RVW Wealth, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Prosperity Planning, Inc. 110.11%0.11%0.11%Q2 2024Q2 20241
Houlihan Financial Resource Group, Ltd. 110.32%0.32%0.32%Q2 2024Q2 20241
BESSEMER GROUP INC 110.00%0.00%0.00%Q4 2021Q4 20211
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
NovaPoint Capital, LLC 110.28%0.28%0.28%Q2 2024Q2 20241
Worth Asset Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
External links

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