ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
STIFEL FINANCIAL CORP 15150.00%0.01%0.02%Q1 2020Q3 202315
CONFLUENCE INVESTMENT MANAGEMENT LLC 1040.01%0.15%0.48%Q1 2020Q3 202314
BENJAMIN EDWARDS INC 14140.01%0.17%0.51%Q2 2020Q3 202314
BENJAMIN F. EDWARDS & COMPANY, INC. 14140.00%0.13%0.32%Q2 2020Q3 202314
BANK OF AMERICA CORP /DE/ 12120.00%0.00%0.00%Q4 2020Q3 202312
Citadel Advisors 810.00%0.00%0.00%Q1 2020Q3 202312
PARK AVENUE SECURITIES LLC 10100.02%0.03%0.03%Q2 2021Q3 202310
JANE STREET GROUP, LLC 510.00%0.00%0.00%Q1 2020Q3 202310
WELLS FARGO & COMPANY/MN 530.00%0.01%0.01%Q2 2020Q3 20238
Cerity Partners LLC 610.00%0.00%0.01%Q4 2021Q3 20237
FLOW TRADERS U.S. LLC 310.02%0.05%0.12%Q4 2020Q2 20237
Steward Partners Investment Advisory, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Resonant Capital Advisors, LLC 660.04%0.06%0.07%Q2 2022Q3 20236
UBS Group AG 410.00%0.00%0.00%Q1 2021Q3 20236
ROYAL BANK OF CANADA 660.00%0.00%0.00%Q2 2022Q3 20236
Gradient Investments LLC 660.00%0.00%0.00%Q2 2022Q3 20236
MORGAN STANLEY 660.00%0.00%0.00%Q2 2022Q3 20236
OSAIC HOLDINGS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q3 2020Q2 20225
COMMONWEALTH EQUITY SERVICES, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Raymond James Financial Services Advisors, Inc. 550.00%0.02%0.03%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.04%0.05%0.06%Q3 2022Q3 20235
Focused Wealth Management, Inc 440.02%0.02%0.02%Q4 2022Q3 20234
Vista Private Wealth Partners. LLC 440.21%0.58%0.75%Q4 2022Q3 20234
Horizons Wealth Management 440.02%0.03%0.04%Q1 2023Q4 20234
Krilogy Financial LLC 440.03%0.13%0.41%Q4 2022Q3 20234
FinTrust Capital Advisors, LLC 442.40%2.48%2.67%Q4 2022Q3 20234
Granite Harbor Advisors, Inc. 440.22%0.24%0.25%Q4 2022Q3 20234
AllSquare Wealth Management LLC 440.01%0.08%0.29%Q4 2022Q3 20234
Integrated Wealth Concepts LLC 440.01%0.02%0.02%Q4 2022Q3 20234
THOROUGHBRED FINANCIAL SERVICES, LLC 440.04%0.06%0.08%Q4 2022Q3 20234
IFP Advisors, Inc 440.00%0.01%0.01%Q4 2022Q3 20234
Global Retirement Partners, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Creative Planning 440.00%0.00%0.00%Q4 2022Q3 20234
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q3 2022Q3 20234
CFS Investment Advisory Services, LLC 440.04%0.06%0.08%Q4 2022Q3 20234
Sargent Bickham Lagudis LLC 440.05%0.81%1.61%Q1 2022Q4 20224
NewEdge Advisors, LLC 440.00%0.06%0.10%Q4 2022Q3 20234
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 440.00%0.00%0.00%Q4 2022Q3 20234
D.A. DAVIDSON & CO. 440.01%0.01%0.01%Q4 2022Q3 20234
TD Capital Management LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Cambridge Investment Research Advisors, Inc. 440.00%0.01%0.01%Q4 2022Q3 20234
Royal Harbor Partners, LLC 441.48%1.59%1.72%Q3 2022Q2 20234
Robbins Farley 440.01%0.02%0.02%Q4 2022Q3 20234
Lido Advisors, LLC 330.00%0.01%0.02%Q1 2023Q3 20233
Stratos Wealth Partners, LTD. 330.22%0.23%0.25%Q1 2023Q3 20233
Altus Wealth Group LLC 330.79%0.82%0.85%Q1 2023Q3 20233
ENVESTNET ASSET MANAGEMENT INC 330.00%0.00%0.00%Q1 2023Q3 20233
Capital Investment Advisors, LLC 330.01%0.07%0.17%Q2 2023Q4 20233
Onex Canada Asset Management Inc. 330.05%0.05%0.06%Q4 2022Q2 20233
CENTRAL TRUST Co 330.00%0.01%0.01%Q1 2023Q3 20233
Kestra Advisory Services, LLC 210.00%0.00%0.01%Q4 2022Q3 20233
PHILLIPS FINANCIAL MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Steward Financial Group LLC 330.02%0.02%0.03%Q1 2023Q3 20233
4J Wealth Management LLC 332.48%2.55%2.59%Q1 2023Q3 20233
BerganKDV Wealth Management, LLC 330.01%0.01%0.02%Q4 2022Q2 20233
Stockman Wealth Management, Inc. 330.15%0.31%0.45%Q1 2023Q3 20233
CWM, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
PRIVATE TRUST CO NA 330.01%0.01%0.01%Q1 2023Q3 20233
First PREMIER Bank 330.00%0.00%0.00%Q1 2023Q3 20233
Element Wealth, LLC 330.02%0.04%0.07%Q1 2023Q3 20233
KCS Wealth Advisory 330.58%0.79%0.93%Q1 2023Q3 20233
LPL Financial LLC 330.00%0.00%0.00%Q1 2023Q3 20233
JDM Financial Group LLC 330.13%0.17%0.19%Q4 2022Q2 20233
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
COUNTRY CLUB BANK /GFN 220.02%0.02%0.03%Q2 2023Q3 20232
Snowden Capital Advisors LLC 220.15%0.19%0.22%Q2 2023Q3 20232
First Ascent Asset Management, LLC 220.03%0.03%0.03%Q1 2023Q2 20232
Grove Bank & Trust 220.01%0.01%0.01%Q2 2023Q3 20232
MV CAPITAL MANAGEMENT, INC. 220.04%0.55%1.05%Q2 2023Q3 20232
First National Bank of South Miami 220.02%0.02%0.02%Q4 2022Q1 20232
HHM Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q4 2022Q3 20232
RAYMOND JAMES & ASSOCIATES 220.00%0.00%0.00%Q2 2023Q3 20232
AMERIPRISE FINANCIAL INC 220.00%0.00%0.00%Q2 2023Q3 20232
BlackRock Inc. 220.00%0.00%0.00%Q1 2020Q2 20202
ASSOCIATED BANC-CORP 220.01%0.02%0.03%Q2 2023Q3 20232
Cetera Advisor Networks LLC 220.00%0.01%0.02%Q1 2023Q2 20232
US BANCORP \DE\ 220.00%0.00%0.00%Q2 2023Q3 20232
Montecito Bank & Trust 220.06%0.15%0.24%Q3 2023Q4 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Parcion Private Wealth LLC 220.02%0.07%0.11%Q4 2022Q1 20232
MKT Advisors LLC 220.20%0.42%0.64%Q2 2023Q3 20232
FMR LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Autumn Glory Partners, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Allworth Financial LP 110.00%0.00%0.00%Q3 2023Q3 20231
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
KPP Advisory Services LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Reliant Wealth Planning 110.15%0.15%0.15%Q3 2023Q3 20231
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q3 2023Q3 20231
Hills Bank & Trust Co 110.01%0.01%0.01%Q3 2023Q3 20231
Granite Bay Wealth Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Farmer Steven Patrick 110.04%0.04%0.04%Q2 2022Q2 20221
Safeguard Financial, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Retirement Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Cetera Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
DUNCKER STREETT & CO INC 110.08%0.08%0.08%Q3 2023Q3 20231
TCWP LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Navalign, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Beacon Pointe Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Janney Montgomery Scott LLC 110.01%0.01%0.01%Q3 2023Q3 20231
External links

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