ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CWM, LLC 1080.01%0.02%0.02%Q1 2019Q3 202318
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 14140.00%0.00%0.00%Q2 2020Q3 202314
FLOW TRADERS U.S. LLC 910.18%0.41%1.13%Q2 2020Q3 202312
PARK AVENUE SECURITIES LLC 12120.04%0.12%0.14%Q4 2020Q3 202312
MML INVESTORS SERVICES, LLC 12120.02%0.03%0.04%Q4 2020Q3 202312
ENVESTNET ASSET MANAGEMENT INC 12120.03%0.05%0.07%Q4 2020Q3 202312
ROYAL BANK OF CANADA 12120.00%0.00%0.00%Q4 2020Q3 202312
WEALTHSOURCE PARTNERS, LLC 12120.06%0.09%0.13%Q4 2020Q3 202312
CREATIVE FINANCIAL DESIGNS INC /ADV 12120.01%0.02%0.03%Q4 2020Q3 202312
Horst & Graben Wealth Management LLC 12120.14%0.29%0.34%Q4 2020Q3 202312
Steward Partners Investment Advisory, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Goodwin Investment Advisory 12120.11%0.28%0.47%Q4 2020Q3 202312
Accredited Investors Inc. 12120.05%0.12%0.18%Q4 2020Q3 202312
Patriot Financial Group Insurance Agency, LLC 12120.04%0.06%0.08%Q4 2020Q3 202312
OSAIC HOLDINGS, INC. 12120.01%0.02%0.02%Q4 2020Q3 202312
AdvisorNet Financial, Inc 12120.00%0.00%0.01%Q4 2020Q3 202312
PRUDENTIAL FINANCIAL INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Austin Private Wealth, LLC 12120.08%0.10%0.12%Q4 2020Q3 202312
Sharkey, Howes & Javer 12120.07%0.27%0.71%Q4 2020Q3 202312
THRIVENT FINANCIAL FOR LUTHERANS 12120.00%0.00%0.01%Q4 2020Q3 202312
LPL Financial LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Aptus Capital Advisors, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
3D/L Capital Management, LLC 11110.08%0.09%0.11%Q1 2021Q3 202311
Snowden Capital Advisors LLC 830.01%0.02%0.02%Q4 2020Q3 202311
Klaas Financial Asset Advisors, LLC 11110.01%0.38%0.74%Q1 2021Q3 202311
Opes Wealth Management LLC 11110.08%0.26%0.37%Q1 2021Q3 202311
BANK OF AMERICA CORP /DE/ 11110.00%0.00%0.00%Q1 2021Q3 202311
BlackRock Inc. 920.00%0.00%0.00%Q2 2020Q3 202311
JMG Financial Group, Ltd. 11110.02%0.03%0.04%Q1 2021Q3 202311
Walkner Condon Financial Advisors LLC 820.15%0.59%0.73%Q1 2021Q3 202310
JANE STREET GROUP, LLC 610.00%0.00%0.00%Q3 2020Q2 202310
Betterment LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
SigFig Wealth Management, LLC 10100.02%0.13%0.29%Q2 2021Q3 202310
Equitable Holdings, Inc. 10100.01%0.01%0.02%Q2 2021Q3 202310
Integrated Wealth Concepts LLC 10100.01%0.03%0.04%Q2 2021Q3 202310
COMMONWEALTH EQUITY SERVICES, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
UBS Group AG 10100.00%0.00%0.00%Q2 2021Q3 202310
HighTower Advisors, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
AE Wealth Management LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Raymond James Financial Services Advisors, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
PNC FINANCIAL SERVICES GROUP, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
Cetera Investment Advisers 10100.01%0.02%0.03%Q2 2021Q3 202310
Leonard Rickey Investment Advisors P.L.L.C. 10100.20%0.22%0.24%Q2 2021Q3 202310
Cambridge Investment Research Advisors, Inc. 10100.00%0.00%0.01%Q2 2021Q3 202310
Kestra Advisory Services, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
First Horizon Advisors, Inc. 640.00%0.01%0.01%Q1 2021Q3 202310
Strategic Blueprint, LLC 10100.03%0.04%0.05%Q2 2021Q3 202310
Regal Investment Advisors LLC 10100.03%0.04%0.04%Q2 2021Q3 202310
Wealth Alliance 10100.09%0.12%0.15%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
One Wealth Advisors, LLC 640.32%0.63%0.82%Q1 2021Q3 202310
MORGAN STANLEY 810.00%0.00%0.00%Q4 2020Q3 20239
Janney Montgomery Scott LLC 990.00%0.00%0.00%Q3 2021Q3 20239
WRAPMANAGER INC 990.11%0.12%0.12%Q3 2021Q3 20239
Adero Partners, LLC 990.03%0.07%0.23%Q4 2020Q4 20229
COLDSTREAM CAPITAL MANAGEMENT INC 540.01%0.01%0.02%Q2 2021Q3 20239
Biltmore Family Office, LLC 990.06%0.14%0.25%Q3 2021Q3 20239
Cetera Advisor Networks LLC 990.01%0.01%0.01%Q3 2021Q3 20239
Orion Portfolio Solutions, LLC 990.00%0.01%0.01%Q3 2021Q3 20239
Diversified Trust Co 990.02%0.03%0.05%Q4 2021Q4 20239
FMR LLC 810.00%0.00%0.00%Q2 2021Q3 20239
BANK OF MONTREAL /CAN/ 720.00%0.00%0.00%Q2 2021Q3 20239
Allworth Financial LP 990.00%0.04%0.07%Q3 2021Q3 20239
Citadel Advisors 620.00%0.00%0.00%Q1 2021Q3 20238
TD Waterhouse Canada Inc. 880.02%0.03%0.03%Q4 2021Q3 20238
Financial Connections Group, Inc. 881.59%2.29%3.64%Q4 2021Q3 20238
Rosenberg Matthew Hamilton 440.00%0.00%0.00%Q3 2021Q3 20238
TCWP LLC 880.07%0.19%0.66%Q4 2021Q3 20238
Keystone Financial Services 880.15%0.19%0.25%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.01%0.02%0.05%Q4 2021Q3 20238
PECAUT & CO. 880.02%0.05%0.06%Q4 2021Q3 20238
55I, LLC 880.08%0.14%0.20%Q4 2020Q3 20228
Atlantic Private Wealth, LLC 881.32%2.18%2.69%Q4 2021Q3 20238
AVANTAX ADVISORY SERVICES, INC. 880.00%0.00%0.01%Q4 2021Q3 20238
Pathway Financial Advisors LLC 880.10%0.13%0.14%Q4 2021Q3 20238
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 880.00%0.00%0.00%Q4 2021Q3 20238
Clearview Wealth Advisors LLC 880.00%0.01%0.02%Q3 2021Q2 20238
Crestone Asset Management LLC 880.09%0.14%0.17%Q4 2021Q3 20238
WELLS FARGO & COMPANY/MN 710.00%0.00%0.00%Q1 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.01%0.04%0.09%Q1 2022Q3 20237
Johnson Bixby & Associates, LLC 770.07%0.07%0.08%Q1 2022Q3 20237
B. Riley Wealth Advisors, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
American Portfolios Advisors 770.00%0.00%0.01%Q1 2021Q3 20227
RAYMOND JAMES & ASSOCIATES 430.00%0.00%0.00%Q4 2021Q3 20237
Atria Wealth Solutions, Inc. 770.02%0.03%0.03%Q1 2022Q3 20237
VERITY Wealth Advisors 770.50%0.53%0.56%Q2 2022Q4 20237
Sargent Bickham Lagudis LLC 770.00%0.00%0.01%Q2 2021Q4 20227
PRUDENTIAL PLC 660.01%0.01%0.02%Q2 2022Q3 20236
Wade Financial Advisory, Inc 660.14%0.31%0.43%Q2 2022Q3 20236
AIRE ADVISORS, LLC 660.08%0.09%0.10%Q2 2022Q3 20236
IFP Advisors, Inc 420.00%0.00%0.01%Q1 2021Q4 20226
OLD MISSION CAPITAL LLC 310.01%0.10%0.16%Q2 2021Q2 20236
Dentgroup LLC 330.16%0.28%0.48%Q4 2021Q2 20236
Your Advocates Ltd., LLP 660.01%0.03%0.03%Q1 2022Q2 20236
ASSETMARK, INC 660.00%0.00%0.01%Q2 2022Q3 20236
Bank of New York Mellon Corp 660.00%0.00%0.00%Q2 2022Q3 20236
HARBOR INVESTMENT ADVISORY, LLC 660.00%0.00%0.00%Q4 2020Q1 20226
Congress Wealth Management LLC / DE / 660.01%0.01%0.02%Q2 2022Q3 20236
Tortoise Investment Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Capital Analysts, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
SOA Wealth Advisors, LLC. 660.01%0.03%0.04%Q2 2022Q3 20236
Creative Planning 420.00%0.00%0.00%Q1 2021Q1 20236
Richard Bernstein Advisors LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Mount Yale Investment Advisors, LLC 510.03%0.04%0.04%Q1 2022Q3 20236
Private Capital Group, LLC 660.00%0.01%0.02%Q4 2020Q1 20226
Pensionmark Financial Group, LLC 660.04%0.07%0.09%Q2 2022Q3 20236
Sugarloaf Wealth Management, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
Venturi Wealth Management, LLC 320.01%0.02%0.02%Q4 2021Q3 20235
Van Hulzen Asset Management, LLC 550.04%0.04%0.05%Q4 2020Q4 20215
Plancorp, LLC 410.05%0.06%0.06%Q2 2022Q3 20235
CreativeOne Wealth, LLC 410.01%0.01%0.02%Q3 2021Q4 20225
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 550.02%0.02%0.03%Q3 2022Q3 20235
Cassady Schiller Wealth Management, LLC 410.00%0.01%0.02%Q4 2021Q3 20235
RWA WEALTH PARTNERS, LLC 550.16%0.21%0.37%Q3 2022Q3 20235
WealthShield Partners, LLC 320.01%0.01%0.01%Q1 2021Q3 20235
Ascent Group, LLC 320.02%0.03%0.04%Q4 2021Q3 20235
NEXT Financial Group, Inc 550.00%0.01%0.01%Q4 2020Q4 20215
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q2 2021Q2 20225
JPMORGAN CHASE & CO 550.00%0.00%0.00%Q3 2022Q3 20235
Main Street Financial Solutions, LLC 410.03%0.04%0.06%Q2 2022Q3 20235
Parkside Advisors LLC 550.46%0.51%0.55%Q4 2022Q4 20235
FinTrust Capital Advisors, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
West Wealth Group, LLC 410.08%0.09%0.10%Q1 2022Q3 20235
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
MA Private Wealth 550.05%0.09%0.12%Q3 2022Q3 20235
Stratos Wealth Advisors, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Newbridge Financial Services Group, Inc. 440.00%0.00%0.00%Q1 2021Q4 20214
Advisory Services Network, LLC 210.00%0.00%0.00%Q4 2020Q1 20234
Milestone Investment Advisors LLC 440.03%0.04%0.04%Q4 2022Q3 20234
Financial Advisors, LLC 440.07%0.08%0.09%Q2 2021Q1 20224
Fiera Capital Corp 440.00%0.00%0.00%Q4 2022Q3 20234
BALASA DINVERNO & FOLTZ LLC 440.03%0.05%0.06%Q4 2021Q3 20224
Morton Brown Family Wealth, LLC 440.00%0.02%0.06%Q4 2022Q3 20234
IMPACTfolio, LLC 211.84%2.82%4.80%Q4 2021Q2 20234
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Aspire Private Capital, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Cetera Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
GOULD ASSET MANAGEMENT LLC /CA/ 440.15%0.16%0.16%Q4 2022Q3 20234
Spire Wealth Management 310.00%0.00%0.00%Q2 2021Q3 20234
Farther Finance Advisors, LLC 440.04%0.11%0.24%Q4 2022Q3 20234
STIFEL FINANCIAL CORP 310.00%0.00%0.00%Q1 2022Q2 20234
OneDigital Investment Advisors LLC 440.01%0.01%0.02%Q4 2022Q3 20234
CoreCap Advisors, LLC 310.01%0.01%0.02%Q4 2021Q4 20224
Compton Wealth Advisory Group, LLC 440.35%0.52%0.61%Q2 2021Q1 20224
Ally Invest Advisors Inc. 440.03%0.04%0.04%Q4 2022Q3 20234
SVB WEALTH LLC 330.00%0.01%0.01%Q1 2023Q3 20233
AGF MANAGEMENT LTD 330.00%0.00%0.00%Q1 2023Q3 20233
Carroll Financial Associates, Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
Optas, LLC 330.17%0.25%0.35%Q1 2023Q3 20233
Stratos Wealth Partners, LTD. 330.01%0.01%0.01%Q1 2023Q3 20233
Wealthcare Advisory Partners LLC 330.02%0.02%0.02%Q2 2021Q4 20213
CVA Family Office, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Belpointe Asset Management LLC 210.00%0.01%0.01%Q1 2022Q1 20233
Cornerstone Planning Group LLC 210.00%0.01%0.03%Q4 2022Q3 20233
Gradient Investments LLC 210.00%0.00%0.00%Q3 2021Q2 20223
Moors & Cabot, Inc. 330.02%0.02%0.03%Q1 2023Q3 20233
Financial Gravity Asset Management, Inc. 330.00%0.01%0.02%Q1 2023Q3 20233
Castle Rock Wealth Management, LLC 210.07%0.08%0.09%Q4 2020Q3 20213
DFPG INVESTMENTS, LLC 330.06%0.06%0.07%Q1 2023Q3 20233
GPS Wealth Strategies Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Capital CS Group, LLC 330.25%0.34%0.51%Q2 2021Q4 20213
Hoxton Planning & Management, LLC 220.19%0.20%0.21%Q4 2022Q1 20232
Atwater Malick LLC 220.47%0.47%0.47%Q2 2023Q3 20232
Edge Capital Group, LLC 110.02%0.03%0.05%Q4 2021Q2 20222
Rockefeller Capital Management L.P. 220.00%0.00%0.00%Q3 2022Q4 20222
Values Added Financial LLC 221.39%1.72%2.05%Q2 2023Q3 20232
Monterey Private Wealth, Inc. 220.14%0.15%0.15%Q2 2023Q3 20232
Copperleaf Capital, LLC 220.21%0.23%0.24%Q2 2023Q3 20232
ORG Partners LLC 220.00%0.01%0.01%Q2 2023Q3 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.02%0.02%Q4 2021Q3 20222
Fortis Capital Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Carnegie Capital Asset Management, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
LGT Financial Advisors LLC 110.00%0.12%0.24%Q4 2022Q3 20232
BOURGEON CAPITAL MANAGEMENT LLC 220.01%0.01%0.01%Q2 2023Q3 20232
5th Street Advisors, LLC 220.16%0.18%0.19%Q2 2023Q3 20232
tru Independence LLC 110.05%0.06%0.06%Q2 2021Q1 20222
Resolute Advisors LLC 220.07%0.07%0.08%Q2 2021Q3 20212
PRIVATE TRUST CO NA 220.04%0.04%0.04%Q2 2023Q3 20232
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
ALBION FINANCIAL GROUP /UT 220.00%0.06%0.13%Q2 2023Q3 20232
Perigon Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
ST GERMAIN D J CO INC 220.00%0.00%0.00%Q3 2023Q4 20232
LIBERTY WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Parallel Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
TRANSCEND CAPITAL ADVISORS, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
LAZARD ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MGO ONE SEVEN LLC 110.06%0.06%0.06%Q1 2023Q1 20231
Financial Architects, Inc 110.03%0.03%0.03%Q4 2021Q4 20211
Urban Wealth Management, LLC 110.25%0.25%0.25%Q2 2022Q2 20221
BROWN ADVISORY INC 110.00%0.00%0.00%Q3 2023Q3 20231
Leverty Financial Group, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
PSI Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Beacon Pointe Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Heritage Financial Services, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
NWAM LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Financial Advocates Investment Management 110.06%0.06%0.06%Q3 2022Q3 20221
LINCOLN NATIONAL CORP 110.00%0.00%0.00%Q3 2023Q3 20231
Lindbrook Capital, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
HRT FINANCIAL LP 110.00%0.00%0.00%Q2 2021Q2 20211
RFG Advisory, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
Morningstar Investment Services LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Equita Financial Network, Inc. 110.60%0.60%0.60%Q3 2023Q3 20231
Physician Wealth Advisors, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
Sowell Financial Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA SECURITIES,INC. 110.01%0.01%0.01%Q4 2022Q4 20221
Envestnet Portfolio Solutions, Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Baystate Wealth Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
External links

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