ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 14140.00%0.00%0.01%Q2 2020Q3 202314
Accredited Investors Inc. 13130.10%0.13%0.15%Q3 2020Q3 202313
PARK AVENUE SECURITIES LLC 12120.06%0.21%0.29%Q4 2020Q3 202312
ENVESTNET ASSET MANAGEMENT INC 12120.04%0.10%0.14%Q4 2020Q3 202312
AdvisorNet Financial, Inc 12120.00%0.01%0.02%Q4 2020Q3 202312
THRIVENT FINANCIAL FOR LUTHERANS 12120.00%0.00%0.01%Q4 2020Q3 202312
ROYAL BANK OF CANADA 12120.00%0.00%0.00%Q4 2020Q3 202312
WEALTHSOURCE PARTNERS, LLC 12120.11%0.16%0.29%Q4 2020Q3 202312
Steward Partners Investment Advisory, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
Austin Private Wealth, LLC 12120.12%0.17%0.27%Q4 2020Q3 202312
Horst & Graben Wealth Management LLC 12120.17%0.53%0.68%Q4 2020Q3 202312
Van Hulzen Asset Management, LLC 12120.03%0.05%0.09%Q4 2020Q3 202312
MML INVESTORS SERVICES, LLC 12120.02%0.06%0.10%Q4 2020Q3 202312
OSAIC HOLDINGS, INC. 12120.01%0.03%0.05%Q4 2020Q3 202312
Cambridge Investment Research Advisors, Inc. 12120.00%0.01%0.01%Q4 2020Q3 202312
PRUDENTIAL FINANCIAL INC 12120.00%0.00%0.01%Q4 2020Q3 202312
Sharkey, Howes & Javer 12120.09%0.81%1.78%Q4 2020Q3 202312
Patriot Financial Group Insurance Agency, LLC 12120.07%0.11%0.14%Q4 2020Q3 202312
Goodwin Investment Advisory 12120.18%0.49%0.87%Q4 2020Q3 202312
CREATIVE FINANCIAL DESIGNS INC /ADV 12120.02%0.04%0.08%Q4 2020Q3 202312
LPL Financial LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Snowden Capital Advisors LLC 830.02%0.03%0.05%Q4 2020Q3 202311
Cetera Investment Advisers 1010.01%0.03%0.05%Q4 2020Q3 202311
Aptus Capital Advisors, LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
FIRST MANHATTAN CO. LLC. 11110.00%0.00%0.00%Q1 2021Q3 202311
WEST PACES ADVISORS INC. 11110.02%0.03%0.04%Q1 2021Q3 202311
Regal Investment Advisors LLC 1010.03%0.07%0.10%Q4 2020Q3 202311
FinTrust Capital Advisors, LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
GOLDMAN SACHS GROUP INC 830.00%0.00%0.00%Q4 2020Q3 202311
One Wealth Advisors, LLC 11110.71%1.08%1.45%Q1 2021Q3 202311
Wealth Alliance 11110.06%0.17%0.28%Q1 2021Q3 202311
Equitable Holdings, Inc. 11110.02%0.03%0.04%Q1 2021Q3 202311
BlackRock Inc. 920.00%0.00%0.00%Q2 2020Q3 202311
Raymond James Financial Services Advisors, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
Strategic Blueprint, LLC 11110.05%0.07%0.12%Q1 2021Q3 202311
COMMONWEALTH EQUITY SERVICES, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Opes Wealth Management LLC 11110.15%0.35%0.47%Q1 2021Q3 202311
UBS Group AG 10100.00%0.00%0.00%Q2 2021Q3 202310
SigFig Wealth Management, LLC 10100.02%0.28%0.61%Q2 2021Q3 202310
First Horizon Advisors, Inc. 640.01%0.02%0.03%Q1 2021Q3 202310
JMG Financial Group, Ltd. 10100.02%0.03%0.05%Q2 2021Q3 202310
Walkner Condon Financial Advisors LLC 820.12%0.67%0.91%Q1 2021Q3 202310
Janney Montgomery Scott LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
AE Wealth Management LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
Integrated Wealth Concepts LLC 10100.01%0.04%0.07%Q2 2021Q3 202310
Kestra Advisory Services, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
BANK OF AMERICA CORP /DE/ 10100.00%0.00%0.00%Q2 2021Q3 202310
Betterment LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
SPINNAKER TRUST 10100.37%0.42%0.49%Q2 2021Q3 202310
Advisory Services Network, LLC 410.00%0.01%0.01%Q4 2020Q3 20239
COLDSTREAM CAPITAL MANAGEMENT INC 540.01%0.01%0.02%Q2 2021Q3 20239
MORGAN STANLEY 810.00%0.00%0.00%Q4 2020Q3 20239
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 990.01%0.03%0.19%Q1 2021Q1 20239
FMR LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Tortoise Investment Management, LLC 990.01%0.02%0.04%Q3 2021Q3 20239
B. Riley Wealth Advisors, Inc. 990.01%0.01%0.02%Q3 2021Q3 20239
Pensionmark Financial Group, LLC 990.06%0.09%0.14%Q3 2021Q3 20239
GenWealth Group, Inc. 990.15%0.54%0.79%Q3 2021Q3 20239
Allworth Financial LP 990.00%0.04%0.08%Q3 2021Q3 20239
CreativeOne Wealth, LLC 990.02%0.02%0.04%Q2 2021Q2 20239
Cetera Advisor Networks LLC 990.00%0.01%0.01%Q3 2021Q3 20239
Venturi Wealth Management, LLC 990.03%0.03%0.03%Q3 2021Q3 20239
Rosenberg Matthew Hamilton 990.00%0.00%0.00%Q3 2021Q3 20239
Diversified Trust Co 990.03%0.04%0.05%Q4 2021Q4 20239
WRAPMANAGER INC 990.13%0.14%0.15%Q3 2021Q3 20239
AVANTAX ADVISORY SERVICES, INC. 990.00%0.01%0.01%Q3 2021Q3 20239
Clearview Wealth Advisors LLC 880.00%0.02%0.03%Q3 2021Q2 20238
WELLS FARGO & COMPANY/MN 710.00%0.00%0.00%Q1 2021Q3 20238
Trevian Wealth Management LLC 880.23%0.48%2.11%Q4 2021Q3 20238
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 880.00%0.00%0.00%Q4 2021Q3 20238
Clarius Group, LLC 530.02%0.05%0.07%Q3 2021Q3 20238
Stratos Wealth Advisors, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
MACKENZIE FINANCIAL CORP 880.00%0.01%0.02%Q4 2021Q3 20238
55I, LLC 880.10%0.27%0.33%Q4 2020Q3 20228
TCWP LLC 880.11%0.21%0.66%Q4 2021Q3 20238
Keystone Financial Services 880.27%0.35%0.54%Q4 2021Q3 20238
WEDBUSH SECURITIES INC 440.01%0.01%0.01%Q3 2021Q3 20238
Bank of New York Mellon Corp 880.00%0.00%0.00%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.01%0.05%0.12%Q4 2021Q3 20238
PECAUT & CO. 880.02%0.02%0.04%Q4 2021Q3 20238
Ashfield Capital Partners, LLC 880.09%0.12%0.14%Q4 2020Q3 20228
Financial Connections Group, Inc. 882.99%4.24%7.37%Q4 2021Q3 20238
Mount Yale Investment Advisors, LLC 880.03%0.06%0.07%Q4 2021Q3 20238
RAYMOND JAMES & ASSOCIATES 880.00%0.00%0.00%Q4 2021Q3 20238
Crew Capital Management, Ltd. 880.18%0.50%0.79%Q4 2021Q3 20238
Orion Portfolio Solutions, LLC 620.01%0.02%0.02%Q3 2021Q3 20238
STIFEL FINANCIAL CORP 880.00%0.00%0.00%Q4 2021Q3 20238
Ascent Group, LLC 880.04%0.05%0.08%Q4 2021Q3 20238
Dentgroup LLC 880.30%0.42%0.82%Q4 2021Q3 20238
FIRST COMMUNITY TRUST NA 880.03%0.03%0.04%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
Physician Wealth Advisors, Inc. 880.11%0.11%0.13%Q4 2021Q3 20238
Aufman Associates Inc 880.20%0.32%0.42%Q4 2021Q3 20238
FLOW TRADERS U.S. LLC 310.02%0.09%0.43%Q2 2020Q1 20238
West Wealth Group, LLC 880.08%0.16%0.19%Q4 2021Q3 20238
American Portfolios Advisors 770.00%0.00%0.01%Q1 2021Q3 20227
Danda Trouve Investment Management, Inc. 770.00%0.01%0.01%Q1 2021Q3 20227
F/M Investments LLC 520.16%0.41%0.55%Q4 2021Q3 20237
Spire Wealth Management 770.00%0.00%0.01%Q1 2022Q3 20237
PNC FINANCIAL SERVICES GROUP, INC. 770.00%0.00%0.00%Q1 2022Q3 20237
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q2 2021Q3 20237
Buttonwood Financial Group, LLC 520.17%0.22%0.25%Q1 2022Q4 20237
VERITY Wealth Advisors 770.48%0.65%0.80%Q2 2022Q4 20237
Spectrum Planning & Advisory Services Inc. 520.21%0.31%0.44%Q3 2021Q2 20237
Crestone Asset Management LLC 770.08%0.36%0.55%Q1 2022Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.02%0.07%0.18%Q1 2022Q3 20237
RKL Wealth Management LLC 770.04%0.08%0.11%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.05%0.06%0.08%Q1 2022Q3 20237
Private Capital Group, LLC 660.01%0.02%0.03%Q4 2020Q1 20226
Rockefeller Capital Management L.P. 660.00%0.00%0.00%Q3 2021Q4 20226
McKinley Carter Wealth Services, Inc. 660.02%0.02%0.02%Q4 2021Q1 20236
ASSETMARK, INC 660.00%0.01%0.01%Q2 2022Q3 20236
Financial Advisors, LLC 420.14%0.19%0.23%Q2 2021Q3 20236
Ally Invest Advisors Inc. 660.03%0.10%0.15%Q2 2022Q3 20236
Your Advocates Ltd., LLP 660.01%0.03%0.04%Q1 2022Q2 20236
Capital Analysts, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
IFP Advisors, Inc 420.00%0.01%0.01%Q1 2021Q4 20226
Congress Wealth Management LLC / DE / 660.01%0.01%0.01%Q2 2022Q3 20236
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Citadel Advisors 210.00%0.00%0.00%Q2 2021Q1 20235
NEXT Financial Group, Inc 550.01%0.01%0.02%Q4 2020Q4 20215
GOULD ASSET MANAGEMENT LLC /CA/ 550.08%0.20%0.24%Q3 2022Q3 20235
MA Private Wealth 550.09%0.17%0.21%Q3 2022Q3 20235
RWA WEALTH PARTNERS, LLC 550.49%0.62%1.10%Q3 2022Q3 20235
CoreCap Advisors, LLC 550.03%0.03%0.03%Q4 2021Q4 20225
Wade Financial Advisory, Inc 320.10%0.14%0.19%Q2 2022Q3 20235
tru Independence LLC 410.05%0.08%0.12%Q1 2021Q2 20225
Sugarloaf Wealth Management, LLC 550.04%0.04%0.04%Q3 2022Q3 20235
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q2 2021Q2 20225
WealthShield Partners, LLC 320.01%0.01%0.01%Q1 2021Q3 20235
Financial Architects, Inc 440.03%0.03%0.04%Q2 2021Q1 20224
Farther Finance Advisors, LLC 440.08%0.20%0.43%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.02%0.03%0.03%Q4 2022Q3 20234
TRANSCEND CAPITAL ADVISORS, LLC 440.02%0.03%0.04%Q3 2021Q2 20224
Wealthcare Advisory Partners LLC 440.00%0.03%0.04%Q1 2021Q4 20214
AGF MANAGEMENT LTD 440.00%0.00%0.00%Q4 2022Q3 20234
FINANCIAL COUNSELORS INC 440.01%0.01%0.01%Q4 2022Q3 20234
Fiera Capital Corp 440.00%0.00%0.00%Q4 2022Q3 20234
COMERICA SECURITIES,INC. 440.02%0.02%0.02%Q4 2022Q3 20234
Karn, Couzens & Associates, Inc. 440.13%0.16%0.18%Q2 2021Q1 20224
Newbridge Financial Services Group, Inc. 440.00%0.00%0.00%Q1 2021Q4 20214
Cetera Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
JPMORGAN CHASE & CO 440.00%0.00%0.00%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.00%0.01%0.01%Q4 2022Q3 20234
Cerity Partners LLC 440.00%0.01%0.01%Q4 2022Q3 20234
MAI Capital Management 440.00%0.01%0.01%Q4 2021Q3 20224
Aspire Private Capital, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
BANK OF MONTREAL /CAN/ 210.00%0.00%0.00%Q4 2021Q2 20234
Morton Brown Family Wealth, LLC 440.01%0.05%0.18%Q4 2022Q3 20234
Tower Research Capital LLC (TRC) 210.00%0.00%0.01%Q1 2022Q2 20233
CGN Advisors LLC 330.03%0.04%0.04%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.00%0.02%0.05%Q4 2022Q3 20233
DFPG INVESTMENTS, LLC 330.11%0.11%0.12%Q1 2023Q3 20233
RETIREMENT CAPITAL STRATEGIES 330.24%0.27%0.31%Q2 2021Q4 20213
Hoxton Planning & Management, LLC 330.12%0.25%0.33%Q4 2022Q2 20233
Copperleaf Capital, LLC 330.24%0.34%0.42%Q1 2023Q3 20233
PATHSTONE FAMILY OFFICE, LLC 330.00%0.00%0.01%Q2 2022Q4 20223
Creative Planning 330.00%0.00%0.00%Q2 2021Q4 20213
SVB WEALTH LLC 330.01%0.01%0.01%Q1 2023Q3 20233
LINCOLN NATIONAL CORP 210.01%0.01%0.01%Q4 2021Q3 20233
Castle Rock Wealth Management, LLC 210.12%0.16%0.19%Q4 2020Q3 20213
Front Row Advisors LLC 330.00%0.00%0.01%Q2 2021Q4 20213
GPS Wealth Strategies Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Goldstein Advisors, LLC 330.05%0.05%0.05%Q1 2023Q3 20233
Gradient Investments LLC 210.00%0.00%0.00%Q3 2021Q2 20223
Carroll Financial Associates, Inc. 330.01%0.01%0.01%Q2 2021Q4 20213
Capital CS Group, LLC 330.39%0.69%1.15%Q2 2021Q4 20213
Tempus Wealth Planning, LLC 210.10%0.11%0.13%Q4 2022Q3 20233
Sowell Financial Services LLC 210.00%0.02%0.03%Q1 2021Q3 20233
Optas, LLC 330.83%0.94%1.09%Q1 2023Q3 20233
Perigon Wealth Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Marcum Wealth, LLC 330.03%0.05%0.06%Q1 2023Q3 20233
Valmark Advisers, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
CVA Family Office, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
UNITED CAPITAL FINANCIAL ADVISORS, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Stratos Wealth Partners, LTD. 330.02%0.02%0.03%Q1 2023Q3 20233
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.02%0.03%0.05%Q4 2021Q3 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
ORG Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Atwater Malick LLC 220.47%0.50%0.53%Q2 2023Q3 20232
BOURGEON CAPITAL MANAGEMENT LLC 220.01%0.01%0.01%Q2 2023Q3 20232
HighTower Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
ALESCO ADVISORS LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Apollon Wealth Management, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
BAKER TILLY WEALTH MANAGEMENT, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
National Wealth Management Group, LLC 220.23%0.29%0.36%Q2 2023Q3 20232
Plancorp, LLC 220.03%0.07%0.11%Q2 2022Q3 20222
ST GERMAIN D J CO INC 220.00%0.00%0.00%Q3 2023Q4 20232
Values Added Financial LLC 220.22%0.23%0.24%Q2 2023Q3 20232
Archer Investment Corp 220.01%0.01%0.01%Q2 2023Q3 20232
LGT Financial Advisors LLC 110.01%0.01%0.02%Q4 2022Q3 20232
Fortis Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
LIBERTY WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2021Q3 20212
PSI Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Apeiron RIA LLC 110.14%0.14%0.14%Q1 2022Q1 20221
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MGO ONE SEVEN LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Beacon Pointe Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Heritage Financial Services, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NorthCrest Asset Manangement, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q1 20221
Urban Wealth Management, LLC 110.42%0.42%0.42%Q2 2022Q2 20221
IMPACTfolio, LLC 111.13%1.13%1.13%Q4 2021Q4 20211
RFG Advisory, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
MCDONALD PARTNERS LLC 110.02%0.02%0.02%Q4 2021Q4 20211
High Falls Advisors, Inc 110.05%0.05%0.05%Q4 2021Q4 20211
HRT FINANCIAL LP 110.01%0.01%0.01%Q4 2020Q4 20201
Pallas Capital Advisors LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Lindbrook Capital, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
NWAM LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Morningstar Investment Services LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Private Advisor Group, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Equita Financial Network, Inc. 110.55%0.55%0.55%Q3 2023Q3 20231
Northstar Advisory Group, LLC 110.30%0.30%0.30%Q3 2021Q3 20211
FIRETHORN WEALTH PARTNERS, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Keel Point, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2023Q3 20231
Sandbox Financial Partners, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Leverty Financial Group, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
OLD MISSION CAPITAL LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Envestnet Portfolio Solutions, Inc. 110.23%0.23%0.23%Q3 2023Q3 20231
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Baystate Wealth Management LLC 110.01%0.01%0.01%Q4 2022Q4 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Carr Financial Group Corp 110.11%0.11%0.11%Q4 2022Q4 20221
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 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.