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
CONFLUENCE INVESTMENT MANAGEMENT LLC 15150.12%0.21%0.32%Q1 2020Q3 202315
STIFEL FINANCIAL CORP 15150.00%0.01%0.04%Q1 2020Q3 202315
Citadel Advisors 1040.00%0.00%0.00%Q1 2020Q3 202314
JANE STREET GROUP, LLC 630.00%0.00%0.00%Q1 2020Q3 202313
BANK OF AMERICA CORP /DE/ 12120.00%0.00%0.00%Q4 2020Q3 202312
WELLS FARGO & COMPANY/MN 730.00%0.00%0.01%Q2 2020Q3 202310
BENJAMIN F. EDWARDS & COMPANY, INC. 540.00%0.26%0.63%Q2 2020Q1 20239
UBS Group AG 630.00%0.00%0.00%Q2 2021Q3 20239
PARK AVENUE SECURITIES LLC 880.00%0.01%0.01%Q4 2021Q3 20238
OSAIC HOLDINGS, INC. 880.00%0.00%0.01%Q4 2021Q3 20238
BENJAMIN EDWARDS INC 430.04%0.12%0.16%Q2 2020Q3 20227
FLOW TRADERS U.S. LLC 310.02%0.04%0.08%Q4 2020Q2 20237
Capital Investment Advisors, LLC 770.98%1.11%1.23%Q2 2022Q4 20237
Tower Research Capital LLC (TRC) 770.00%0.00%0.00%Q2 2020Q4 20217
Cerity Partners LLC 610.00%0.00%0.00%Q4 2021Q3 20237
LVW Advisors, LLC 660.04%0.05%0.05%Q2 2022Q3 20236
Creative Planning 660.00%0.00%0.00%Q2 2022Q3 20236
Gradient Investments LLC 660.00%0.00%0.00%Q2 2022Q3 20236
HighTower Advisors, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
4J Wealth Management LLC 660.44%0.58%0.78%Q2 2022Q3 20236
Steward Partners Investment Advisory, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Advisory Services Network, LLC 210.00%0.00%0.00%Q1 2020Q1 20236
ROYAL BANK OF CANADA 660.00%0.00%0.00%Q2 2022Q3 20236
MORGAN STANLEY 660.00%0.00%0.00%Q2 2022Q3 20236
BARRETT & COMPANY, INC. 550.14%0.16%0.18%Q3 2022Q3 20235
W.H. Cornerstone Investments Inc. 550.32%0.36%0.42%Q3 2022Q3 20235
Raymond James Financial Services Advisors, Inc. 550.00%0.02%0.03%Q3 2022Q3 20235
COMMONWEALTH EQUITY SERVICES, LLC 550.00%0.01%0.02%Q3 2022Q3 20235
CENTRAL TRUST Co 550.00%0.06%0.10%Q3 2022Q3 20235
Horizons Wealth Management 550.04%0.30%0.77%Q4 2022Q4 20235
Global Retirement Partners, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 410.01%0.02%0.02%Q2 2022Q3 20235
Snowden Capital Advisors LLC 440.15%0.17%0.22%Q4 2022Q3 20234
TD Capital Management LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Stratos Wealth Advisors, LLC 440.03%0.06%0.13%Q4 2022Q3 20234
Krilogy Financial LLC 440.19%0.27%0.41%Q4 2022Q3 20234
FinTrust Capital Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Granite Harbor Advisors, Inc. 440.22%0.24%0.25%Q4 2022Q3 20234
H. L. Ormond & Company, LLC 440.62%0.73%0.85%Q4 2021Q3 20224
Vista Private Wealth Partners. LLC 440.61%1.17%1.44%Q4 2022Q3 20234
MONTAG A & ASSOCIATES INC 440.01%0.01%0.01%Q4 2022Q3 20234
Cetera Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Perigon Wealth Management, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
BlackRock Inc. 440.00%0.00%0.00%Q1 2020Q4 20204
LPL Financial LLC 440.00%0.00%0.00%Q4 2022Q3 20234
COUNTRY CLUB BANK /GFN 440.23%0.26%0.35%Q4 2022Q3 20234
Focused Wealth Management, Inc 440.06%0.06%0.07%Q4 2022Q3 20234
Mariner, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Sargent Bickham Lagudis LLC 440.10%0.30%0.40%Q1 2022Q4 20224
NewEdge Advisors, LLC 440.00%0.08%0.11%Q4 2022Q3 20234
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 440.00%0.00%0.01%Q4 2022Q3 20234
D.A. DAVIDSON & CO. 440.00%0.01%0.02%Q4 2022Q3 20234
Integrated Wealth Concepts LLC 440.03%0.04%0.05%Q4 2022Q3 20234
THOROUGHBRED FINANCIAL SERVICES, LLC 440.06%0.09%0.12%Q4 2022Q3 20234
IFP Advisors, Inc 440.01%0.01%0.01%Q4 2022Q3 20234
CIBC Private Wealth Group, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
ENVESTNET ASSET MANAGEMENT INC 310.00%0.00%0.00%Q3 2022Q3 20234
Cambridge Investment Research Advisors, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
CFS Investment Advisory Services, LLC 440.04%0.06%0.08%Q4 2022Q3 20234
LEAVELL INVESTMENT MANAGEMENT, INC. 440.02%0.03%0.05%Q4 2022Q3 20234
Royal Harbor Partners, LLC 441.51%1.61%1.72%Q3 2022Q2 20234
Robbins Farley 440.01%0.02%0.02%Q4 2022Q3 20234
CAPTRUST FINANCIAL ADVISORS 440.00%0.03%0.05%Q4 2022Q3 20234
AdvisorNet Financial, Inc 440.00%0.01%0.01%Q4 2022Q3 20234
Lido Advisors, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
Stratos Wealth Partners, LTD. 330.15%0.16%0.17%Q1 2023Q3 20233
Journey Advisory Group, LLC 331.78%1.83%1.90%Q1 2023Q3 20233
Cetera Advisor Networks LLC 330.01%0.01%0.02%Q4 2022Q2 20233
ASSOCIATED BANC-CORP 330.01%0.02%0.04%Q1 2023Q3 20233
Greenfield Savings Bank 330.14%0.16%0.18%Q2 2023Q4 20233
Kestra Advisory Services, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
PHILLIPS FINANCIAL MANAGEMENT, LLC 330.06%0.07%0.07%Q1 2023Q3 20233
InterOcean Capital Group, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
Steward Financial Group LLC 330.02%0.02%0.03%Q1 2023Q3 20233
Mascoma Wealth Management LLC 330.00%0.04%0.06%Q1 2023Q3 20233
PSI Advisors, LLC 330.01%0.02%0.04%Q1 2023Q3 20233
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
CWM, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
PRIVATE TRUST CO NA 330.01%0.01%0.01%Q1 2023Q3 20233
Element Wealth, LLC 330.02%0.04%0.07%Q1 2023Q3 20233
RAYMOND JAMES & ASSOCIATES 330.00%0.00%0.01%Q1 2023Q3 20233
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
JDM Financial Group LLC 330.19%0.24%0.27%Q4 2022Q2 20233
Stephens Consulting, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Baird Financial Group, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Sutton Wealth Advisors Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q3 2022Q3 20232
MKT Advisors LLC 220.20%0.42%0.64%Q2 2023Q3 20232
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 220.00%0.01%0.03%Q2 2023Q3 20232
MV CAPITAL MANAGEMENT, INC. 220.13%0.80%1.47%Q2 2023Q3 20232
Cetera Investment Advisers 220.00%0.00%0.01%Q2 2023Q3 20232
Stonebridge Capital Advisors LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Capital Analysts, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Wealthspire Advisors, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
PNC FINANCIAL SERVICES GROUP, INC. 220.00%0.00%0.00%Q1 2023Q2 20232
First National Bank of South Miami 220.02%0.02%0.02%Q2 2022Q3 20222
HHM Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Conrad Siegel Investment Advisors, Inc. 220.28%0.29%0.30%Q4 2022Q1 20232
US BANCORP \DE\ 220.00%0.00%0.00%Q2 2023Q3 20232
First Ascent Asset Management, LLC 220.04%0.04%0.04%Q1 2023Q2 20232
Avantax Planning Partners, Inc. 220.01%0.01%0.01%Q1 2023Q2 20232
CARY STREET PARTNERS ASSET MANAGEMENT LLC 220.07%0.07%0.08%Q1 2023Q2 20232
First PREMIER Bank 220.00%0.00%0.00%Q2 2023Q3 20232
Pinnacle Bancorp, Inc. 220.02%0.02%0.03%Q2 2023Q3 20232
Baltimore-Washington Financial Advisors, Inc. 220.07%0.07%0.08%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
Richard P Slaughter Associates Inc 110.06%0.07%0.08%Q3 2021Q4 20232
AMERIPRISE FINANCIAL INC 220.00%0.00%0.00%Q2 2023Q3 20232
Stockman Wealth Management, Inc. 220.17%0.24%0.30%Q2 2023Q3 20232
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q4 2022Q4 20221
LEO BROKERAGE, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Farmer Steven Patrick 110.25%0.25%0.25%Q2 2022Q2 20221
AE Wealth Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FMR LLC 110.00%0.00%0.00%Q1 2023Q1 20231
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q1 2023Q1 20231
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2023Q3 20231
Reliant Wealth Planning 110.30%0.30%0.30%Q3 2023Q3 20231
Scissortail Wealth Management, LLC 110.80%0.80%0.80%Q3 2023Q3 20231
Epic Trust Investment Advisors, LLC 110.29%0.29%0.29%Q1 2023Q1 20231
Granite Bay Wealth Management, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Koss-Olinger Consulting, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Realta Investment Advisors 110.00%0.00%0.00%Q3 2022Q3 20221
TCWP LLC 110.05%0.05%0.05%Q3 2022Q3 20221
LAKE STREET ADVISORS GROUP, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Janney Montgomery Scott LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Essential Planning, LLC. 110.31%0.31%0.31%Q3 2023Q3 20231
Kerntke Otto McGlone Wealth Management Group 110.02%0.02%0.02%Q4 2022Q4 20221
Allworth Financial LP 110.00%0.00%0.00%Q3 2023Q3 20231
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Old Port Advisors 110.78%0.78%0.78%Q3 2023Q3 20231
DUNCKER STREETT & CO INC 110.08%0.08%0.08%Q3 2023Q3 20231
Safeguard Financial, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Beacon Pointe Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Freestone Capital Holdings, LLC 110.86%0.86%0.86%Q2 2023Q2 20231
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Autumn Glory Partners, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Hills Bank & Trust Co 110.02%0.02%0.02%Q3 2023Q3 20231
MONEY CONCEPTS CAPITAL CORP 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.