ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 18180.00%0.00%0.00%Q1 2020Q2 202418
STIFEL FINANCIAL CORP 18180.00%0.01%0.04%Q1 2020Q2 202418
CONFLUENCE INVESTMENT MANAGEMENT LLC 1520.12%0.21%0.32%Q1 2020Q2 202417
Citadel Advisors 1020.00%0.00%0.00%Q1 2020Q2 202416
BANK OF AMERICA CORP /DE/ 15150.00%0.00%0.00%Q4 2020Q2 202415
JANE STREET GROUP, LLC 620.00%0.00%0.00%Q1 2020Q2 202415
WELLS FARGO & COMPANY/MN 1030.00%0.00%0.01%Q2 2020Q2 202413
UBS Group AG 930.00%0.00%0.01%Q2 2021Q2 202412
BENJAMIN F. EDWARDS & COMPANY, INC. 510.00%0.21%0.63%Q2 2020Q2 202411
OSAIC HOLDINGS, INC. 11110.00%0.00%0.02%Q4 2021Q2 202411
PARK AVENUE SECURITIES LLC 11110.00%0.01%0.02%Q4 2021Q2 202411
Cerity Partners LLC 910.00%0.00%0.00%Q4 2021Q2 202410
Steward Partners Investment Advisory, LLC 990.00%0.04%0.12%Q2 2022Q2 20249
Capital Investment Advisors, LLC 990.98%1.12%1.23%Q2 2022Q2 20249
MORGAN STANLEY 990.00%0.00%0.01%Q2 2022Q2 20249
ROYAL BANK OF CANADA 990.00%0.00%0.00%Q2 2022Q2 20249
Creative Planning 990.00%0.00%0.00%Q2 2022Q2 20249
HighTower Advisors, LLC 990.00%0.00%0.01%Q2 2022Q2 20249
4J Wealth Management LLC 990.34%0.54%0.78%Q2 2022Q2 20249
Gradient Investments LLC 990.00%0.01%0.04%Q2 2022Q2 20249
Raymond James Financial Services Advisors, Inc. 880.00%0.02%0.03%Q3 2022Q2 20248
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 710.01%0.06%0.15%Q2 2022Q2 20248
CENTRAL TRUST Co 880.00%0.08%0.14%Q3 2022Q2 20248
COMMONWEALTH EQUITY SERVICES, LLC 880.00%0.01%0.02%Q3 2022Q2 20248
BARRETT & COMPANY, INC. 880.14%0.17%0.21%Q3 2022Q2 20248
Global Retirement Partners, LLC 880.00%0.04%0.13%Q3 2022Q2 20248
NewEdge Advisors, LLC 770.00%0.16%0.31%Q4 2022Q2 20247
FLOW TRADERS U.S. LLC 310.02%0.04%0.08%Q4 2020Q2 20237
Krilogy Financial LLC 770.19%0.47%0.80%Q4 2022Q2 20247
BENJAMIN EDWARDS INC 430.04%0.12%0.16%Q2 2020Q3 20227
Snowden Capital Advisors LLC 770.15%0.18%0.22%Q4 2022Q2 20247
FinTrust Capital Advisors, LLC 770.01%0.01%0.01%Q4 2022Q2 20247
Granite Harbor Advisors, Inc. 770.22%0.27%0.37%Q4 2022Q2 20247
Horizons Wealth Management 770.04%0.43%0.79%Q4 2022Q2 20247
Advisory Services Network, LLC 210.00%0.00%0.00%Q1 2020Q4 20237
TD Capital Management LLC 770.01%0.01%0.01%Q4 2022Q2 20247
AdvisorNet Financial, Inc 770.00%0.01%0.02%Q4 2022Q2 20247
MONTAG A & ASSOCIATES INC 770.01%0.01%0.01%Q4 2022Q2 20247
Tower Research Capital LLC (TRC) 770.00%0.00%0.00%Q2 2020Q4 20217
LPL Financial LLC 770.00%0.00%0.01%Q4 2022Q2 20247
Focused Wealth Management, Inc 770.05%0.06%0.07%Q4 2022Q2 20247
Mariner, LLC 770.01%0.01%0.01%Q4 2022Q2 20247
CFS Investment Advisory Services, LLC 770.02%0.05%0.08%Q4 2022Q2 20247
COUNTRY CLUB BANK 770.21%0.24%0.35%Q4 2022Q2 20247
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 770.00%0.01%0.02%Q4 2022Q2 20247
D.A. DAVIDSON & CO. 770.00%0.02%0.03%Q4 2022Q2 20247
W.H. Cornerstone Investments Inc. 770.20%0.33%0.42%Q3 2022Q1 20247
CIBC Private Wealth Group LLC 770.00%0.00%0.00%Q4 2022Q2 20247
ENVESTNET ASSET MANAGEMENT INC 610.00%0.00%0.00%Q3 2022Q2 20247
Cambridge Investment Research Advisors, Inc. 770.01%0.01%0.01%Q4 2022Q2 20247
Integrated Wealth Concepts LLC 770.03%0.09%0.19%Q4 2022Q2 20247
LEAVELL INVESTMENT MANAGEMENT, INC. 770.02%0.06%0.13%Q4 2022Q2 20247
Robbins Farley 770.01%0.02%0.02%Q4 2022Q2 20247
CAPTRUST FINANCIAL ADVISORS 770.00%0.02%0.05%Q4 2022Q2 20247
THOROUGHBRED FINANCIAL SERVICES, LLC 770.06%0.10%0.12%Q4 2022Q2 20247
IFP Advisors, Inc 770.01%0.03%0.07%Q4 2022Q2 20247
PHILLIPS FINANCIAL MANAGEMENT, LLC 660.06%0.08%0.10%Q1 2023Q2 20246
LVW Advisors, LLC 660.04%0.05%0.05%Q2 2022Q3 20236
PSI Advisors, LLC 660.01%0.09%0.44%Q1 2023Q2 20246
ASSOCIATED BANC-CORP 660.01%0.03%0.05%Q1 2023Q2 20246
RAYMOND JAMES & ASSOCIATES 660.00%0.00%0.01%Q1 2023Q2 20246
Kestra Advisory Services, LLC 510.00%0.00%0.00%Q4 2022Q2 20246
Lido Advisors, LLC 660.04%0.04%0.05%Q1 2023Q2 20246
Mascoma Wealth Management LLC 660.00%0.06%0.09%Q1 2023Q2 20246
CWM, LLC 660.00%0.00%0.01%Q1 2023Q2 20246
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q1 2023Q2 20246
Stephens Consulting, LLC 660.00%0.13%0.65%Q1 2023Q2 20246
Stratos Wealth Partners, LTD. 660.15%0.19%0.23%Q1 2023Q2 20246
Element Wealth, LLC 660.02%0.22%0.41%Q1 2023Q2 20246
Avantax Planning Partners, Inc. 320.01%0.02%0.06%Q1 2023Q2 20245
AMERIPRISE FINANCIAL INC 550.00%0.00%0.00%Q2 2023Q2 20245
Baird Financial Group, Inc. 550.00%0.00%0.00%Q2 2023Q2 20245
Capital Analysts, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
First PREMIER Bank 550.00%0.00%0.00%Q2 2023Q2 20245
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q3 2022Q2 20245
InterOcean Capital Group, LLC 550.03%0.30%0.82%Q1 2023Q1 20245
Stratos Wealth Advisors, LLC 550.03%0.08%0.14%Q4 2022Q4 20235
MKT Advisors LLC 550.20%1.96%4.05%Q2 2023Q2 20245
HHM Wealth Advisors, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 550.00%0.01%0.03%Q2 2023Q2 20245
US BANCORP \DE\ 550.00%0.00%0.00%Q2 2023Q2 20245
Baltimore-Washington Financial Advisors, Inc. 550.07%0.38%0.63%Q2 2023Q2 20245
Denver PWM, LLC 410.61%1.94%5.02%Q4 2022Q2 20245
Stockman Wealth Management, Inc. 550.17%0.32%0.42%Q2 2023Q2 20245
Pinnacle Bancorp, Inc. 550.02%0.06%0.12%Q2 2023Q2 20245
Greenfield Savings Bank 550.14%0.18%0.21%Q2 2023Q2 20245
Perigon Wealth Management, LLC 550.01%0.02%0.03%Q4 2022Q4 20235
Cetera Advisors LLC 550.00%0.00%0.00%Q4 2022Q4 20235
MV CAPITAL MANAGEMENT, INC. 550.13%1.20%1.52%Q2 2023Q2 20245
Wealthspire Advisors, LLC 550.01%0.02%0.02%Q2 2023Q2 20245
Montecito Bank & Trust 440.06%0.20%0.26%Q3 2023Q2 20244
Richard P Slaughter Associates Inc 310.06%0.09%0.12%Q3 2021Q2 20244
THRIVENT FINANCIAL FOR LUTHERANS 440.00%0.00%0.00%Q3 2023Q2 20244
Beacon Pointe Advisors, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
JPMORGAN CHASE & CO 310.00%0.00%0.00%Q1 2023Q2 20244
Royal Harbor Partners, LLC 441.51%1.61%1.72%Q3 2022Q2 20234
Hills Bank & Trust Co 440.02%0.02%0.02%Q3 2023Q2 20244
Cetera Investment Advisers 440.00%0.01%0.01%Q2 2023Q1 20244
Autumn Glory Partners, LLC 440.14%0.15%0.16%Q3 2023Q2 20244
Old Port Advisors 440.78%1.03%1.25%Q3 2023Q2 20244
BlackRock Finance, Inc. 440.00%0.00%0.00%Q1 2020Q4 20204
DUNCKER STREETT & CO INC 440.07%0.08%0.08%Q3 2023Q2 20244
Essential Planning, LLC. 440.31%0.40%0.55%Q3 2023Q2 20244
Reliant Wealth Planning 440.30%0.30%0.30%Q3 2023Q2 20244
Allworth Financial LP 440.00%0.02%0.03%Q3 2023Q2 20244
Sargent Bickham Lagudis LLC 440.10%0.30%0.40%Q1 2022Q4 20224
LAKE STREET ADVISORS GROUP, LLC 440.03%0.04%0.05%Q3 2023Q2 20244
Janney Montgomery Scott LLC 440.01%0.01%0.01%Q3 2023Q2 20244
PNC FINANCIAL SERVICES GROUP, INC. 220.00%0.00%0.00%Q1 2023Q2 20244
H. L. Ormond & Company, LLC 440.62%0.73%0.85%Q4 2021Q3 20224
Scissortail Wealth Management, LLC 440.29%0.44%0.80%Q3 2023Q2 20244
Conrad Siegel Investment Advisors, Inc. 220.15%0.22%0.30%Q4 2022Q2 20244
Journey Advisory Group, LLC 441.69%1.79%1.90%Q1 2023Q4 20234
Cetera Advisor Networks LLC 310.00%0.01%0.02%Q4 2022Q4 20234
Lantz Financial LLC 330.71%0.72%0.73%Q4 2023Q2 20243
Foundry Financial Group, Inc. 330.48%0.62%0.76%Q4 2023Q2 20243
SHELTON WEALTH MANAGEMENT, LLC 331.38%1.84%2.35%Q4 2023Q2 20243
CIBC WORLD MARKET INC. 330.00%0.00%0.00%Q4 2023Q2 20243
Valmark Advisers, Inc. 330.01%0.01%0.02%Q4 2023Q2 20243
HOWLAND CAPITAL MANAGEMENT LLC 330.02%0.03%0.04%Q4 2023Q2 20243
Leo Wealth, LLC 330.18%0.19%0.20%Q4 2023Q2 20243
Cherry Tree Wealth Management, LLC 330.01%0.01%0.02%Q4 2023Q2 20243
BAILARD, INC. 330.39%0.58%0.70%Q4 2023Q2 20243
Nemes Rush Group LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Mesirow Financial Investment Management, Inc. 330.16%0.19%0.25%Q4 2023Q2 20243
Mill Creek Capital Advisors, LLC 330.03%0.03%0.03%Q4 2023Q2 20243
Austin Private Wealth, LLC 330.07%0.10%0.13%Q4 2023Q2 20243
Sigma Planning Corp 330.04%0.05%0.07%Q4 2023Q2 20243
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 330.04%0.05%0.05%Q4 2023Q2 20243
Steward Financial Group LLC 330.02%0.02%0.03%Q1 2023Q3 20233
KESTRA PRIVATE WEALTH SERVICES, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Financial Engines Advisors L.L.C. 330.02%0.02%0.02%Q4 2023Q2 20243
Accretive Wealth Partners, LLC 330.95%0.99%1.01%Q4 2023Q2 20243
PRINCIPAL SECURITIES, INC. 330.01%0.01%0.01%Q4 2023Q2 20243
Strategic Blueprint, LLC 330.11%0.16%0.20%Q4 2023Q2 20243
Spectrum Wealth Counsel, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Signature Wealth Management Group 330.16%0.16%0.17%Q4 2023Q2 20243
Visionary Wealth Advisors 330.05%0.06%0.06%Q1 2022Q3 20223
BerganKDV Wealth Management, LLC 330.01%0.01%0.02%Q4 2022Q2 20233
Strategic Financial Concepts, LLC 330.00%0.06%0.13%Q4 2023Q2 20243
Regal Investment Advisors LLC 330.04%0.04%0.05%Q4 2023Q2 20243
Mendota Financial Group, LLC 330.19%0.21%0.24%Q4 2023Q2 20243
Highland Financial Advisors, LLC 330.09%0.10%0.11%Q4 2023Q2 20243
FMR LLC 210.00%0.00%0.00%Q1 2023Q2 20243
Yoder Wealth Management, Inc. 330.19%0.22%0.23%Q4 2023Q2 20243
Compass Ion Advisors, LLC 330.09%0.09%0.10%Q4 2023Q2 20243
Equitable Holdings, Inc. 330.01%0.01%0.01%Q4 2023Q2 20243
AllSquare Wealth Management LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Laurel Wealth Advisors LLC 330.02%0.02%0.03%Q4 2023Q2 20243
Probity Advisors, Inc. 330.27%0.44%0.55%Q4 2023Q2 20243
Granite Bay Wealth Management, LLC 210.05%0.05%0.06%Q3 2023Q2 20243
GOULD ASSET MANAGEMENT LLC /CA/ 330.19%0.29%0.43%Q4 2023Q2 20243
Koss-Olinger Consulting, LLC 210.04%0.04%0.05%Q3 2023Q2 20243
Private Advisor Group, LLC 330.00%0.00%0.01%Q4 2023Q2 20243
OLIVER LAGORE VANVALIN INVESTMENT GROUP 330.01%0.03%0.07%Q4 2023Q2 20243
Hara Capital LLC 330.18%0.35%0.60%Q4 2023Q2 20243
Apollon Wealth Management, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
HM PAYSON & CO 330.05%0.88%1.36%Q4 2023Q2 20243
Straight Path Wealth Management 330.24%0.25%0.25%Q4 2023Q2 20243
BOSTON FAMILY OFFICE LLC 330.12%0.16%0.24%Q4 2023Q2 20243
BCS Wealth Management 330.08%0.15%0.23%Q4 2023Q2 20243
Spectrum Asset Management, Inc. (NB/CA) 330.14%0.19%0.28%Q4 2023Q2 20243
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Safeguard Financial, LLC 210.06%0.12%0.19%Q2 2023Q2 20243
Brookstone Capital Management 330.01%0.01%0.01%Q4 2023Q2 20243
Trust Co 331.38%1.49%1.54%Q4 2023Q2 20243
Bogart Wealth, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
MML INVESTORS SERVICES, LLC 330.00%0.01%0.01%Q4 2023Q2 20243
Atlantic Private Wealth, LLC 330.27%0.67%1.19%Q4 2023Q2 20243
MONEY CONCEPTS CAPITAL CORP 210.00%0.02%0.02%Q4 2022Q2 20243
JDM Financial Group LLC 330.19%0.24%0.27%Q4 2022Q2 20233
Pineridge Advisors LLC 330.07%0.07%0.07%Q4 2023Q2 20243
AE Wealth Management LLC 210.00%0.00%0.00%Q3 2023Q2 20243
Atria Wealth Solutions, Inc. 330.02%0.03%0.04%Q4 2023Q2 20243
Sutton Wealth Advisors Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
Portland Global Advisors LLC 220.16%0.18%0.20%Q1 2024Q2 20242
First National Bank of South Miami 220.02%0.02%0.02%Q2 2022Q3 20222
CARY STREET PARTNERS ASSET MANAGEMENT LLC 220.07%0.07%0.08%Q1 2023Q2 20232
BANK OF MONTREAL /CAN/ 220.00%0.00%0.00%Q1 2024Q2 20242
Balentine LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Parkside Financial Bank & Trust 220.00%0.00%0.00%Q1 2024Q2 20242
COMERICA BANK 220.00%0.00%0.00%Q1 2024Q2 20242
Kerntke Otto McGlone Wealth Management Group 110.02%0.17%0.31%Q4 2022Q2 20242
MERCER GLOBAL ADVISORS INC /ADV 220.00%0.01%0.01%Q1 2024Q2 20242
EVEXIA WEALTH LLC 220.22%0.23%0.24%Q4 2023Q1 20242
United Community Bank 220.03%0.03%0.03%Q1 2024Q2 20242
Asset Advisors Investment Management, LLC 220.12%0.21%0.30%Q1 2024Q2 20242
Aptus Capital Advisors, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
HUNTINGTON NATIONAL BANK 220.00%0.00%0.00%Q1 2024Q2 20242
Colony Group, LLC 220.00%0.10%0.20%Q1 2024Q2 20242
Stonebridge Capital Advisors LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Farther Finance Advisors, LLC 220.04%0.07%0.10%Q1 2024Q2 20242
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Trinity Wealth Management, LLC 220.12%0.12%0.12%Q1 2024Q2 20242
Keeler Thomas Management LLC 221.34%1.35%1.35%Q1 2024Q2 20242
UNITED CAPITAL FINANCIAL ADVISORS, LLC 220.00%0.01%0.01%Q1 2024Q2 20242
First Ascent Asset Management, LLC 220.04%0.04%0.04%Q1 2023Q2 20232
OneAscent Financial Services LLC 220.36%0.45%0.55%Q1 2024Q2 20242
MATTERN CAPITAL MANAGEMENT, LLC 220.04%0.04%0.04%Q1 2024Q2 20242
SHUFRO ROSE & CO LLC 220.06%0.06%0.06%Q1 2024Q2 20242
Midwest Professional Planners, LTD. 220.08%0.17%0.26%Q1 2024Q2 20242
WASHINGTON TRUST Co 220.01%0.01%0.01%Q1 2024Q2 20242
Ashton Thomas Private Wealth, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
ASSETMARK, INC 110.00%0.00%0.00%Q1 2024Q1 20241
Freestone Capital Holdings, LLC 110.86%0.86%0.86%Q2 2023Q2 20231
Dorsey & Whitney Trust CO LLC 110.02%0.02%0.02%Q2 2024Q2 20241
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q4 2022Q4 20221
TCWP LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Apella Capital, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
GTS SECURITIES LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Asset Dedication, LLC 110.20%0.20%0.20%Q2 2024Q2 20241
MONUMENTAL FINANCIAL GROUP INC. 116.27%6.27%6.27%Q2 2024Q2 20241
Realta Investment Advisors 110.00%0.00%0.00%Q3 2022Q3 20221
HARBOUR INVESTMENTS, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
LEO BROKERAGE, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Grant Street Asset Management, Inc. 110.16%0.16%0.16%Q2 2024Q2 20241
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q2 2024Q2 20241
WR Wealth Planners, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q1 2024Q1 20241
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
FULLCIRCLE WEALTH LLC 110.44%0.44%0.44%Q2 2024Q2 20241
Lowe Wealth Advisors, LLC 110.04%0.04%0.04%Q2 2024Q2 20241
STAR Financial Bank 110.94%0.94%0.94%Q2 2024Q2 20241
Farmer Steven Patrick 110.25%0.25%0.25%Q2 2022Q2 20221
Penserra Capital Management LLC 110.00%0.00%0.00%Q4 2023Q4 20231
CreativeOne Wealth, LLC 110.02%0.02%0.02%Q4 2023Q4 20231
McGlone Suttner Wealth Management, Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
SCS Capital Management LLC 110.05%0.05%0.05%Q1 2024Q1 20241
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q4 2023Q4 20231
Global Assets Advisory, LLC 110.11%0.11%0.11%Q1 2024Q1 20241
Epic Trust Investment Advisors, LLC 110.29%0.29%0.29%Q1 2023Q1 20231
External links

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