Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
STIFEL FINANCIAL CORP | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.12% | 0.16% | 0.23% | Q1 2020 | Q3 2023 | 15 |
JANE STREET GROUP, LLC | 9 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
BANK OF AMERICA CORP /DE/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
OSAIC HOLDINGS, INC. | 12 | 12 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q3 2023 | 12 |
CENTRAL TRUST Co | 7 | 5 | 0.00% | 0.10% | 0.33% | Q3 2020 | Q3 2023 | 12 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 11 | 11 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 11 |
UBS Group AG | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 10 |
PARK AVENUE SECURITIES LLC | 9 | 1 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 9 | 0.26% | 0.33% | 0.48% | Q3 2021 | Q3 2023 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.32% | 0.43% | 0.49% | Q3 2021 | Q3 2023 | 9 |
Eldridge Investment Advisors, Inc. | 8 | 8 | 0.13% | 0.38% | 1.03% | Q4 2021 | Q3 2023 | 8 |
RAYMOND JAMES & ASSOCIATES | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BerganKDV Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 8 |
Capital Investment Advisors, LLC | 8 | 8 | 0.24% | 1.08% | 1.59% | Q1 2022 | Q4 2023 | 8 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 8 |
ROYAL BANK OF CANADA | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HighTower Advisors, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Atlantic Private Wealth, LLC | 5 | 2 | 0.29% | 1.87% | 3.57% | Q4 2021 | Q3 2023 | 7 |
NewEdge Advisors, LLC | 7 | 7 | 0.01% | 0.39% | 0.62% | Q1 2022 | Q3 2023 | 7 |
Cerity Partners LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Atwater Malick LLC | 5 | 2 | 0.11% | 0.16% | 0.25% | Q2 2021 | Q3 2023 | 7 |
WELLS FARGO & COMPANY/MN | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Cetera Advisor Networks LLC | 7 | 7 | 0.01% | 0.28% | 0.48% | Q1 2022 | Q3 2023 | 7 |
Kestra Advisory Services, LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
LPL Financial LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Mariner, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.01% | 0.16% | 0.55% | Q2 2022 | Q3 2023 | 6 |
Gradient Investments LLC | 6 | 6 | 0.17% | 0.28% | 0.54% | Q2 2022 | Q3 2023 | 6 |
Strategic Blueprint, LLC | 6 | 6 | 0.04% | 0.25% | 0.59% | Q2 2022 | Q3 2023 | 6 |
Newman Dignan & Sheerar, Inc. | 6 | 6 | 0.05% | 0.11% | 0.15% | Q2 2022 | Q3 2023 | 6 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Baird Financial Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ENVESTNET ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WEALTHSOURCE PARTNERS, LLC | 6 | 6 | 0.04% | 0.13% | 0.16% | Q2 2022 | Q3 2023 | 6 |
MORGAN STANLEY | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
HARBOR INVESTMENT ADVISORY, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
LVW Advisors, LLC | 6 | 6 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 6 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 6 | 6 | 0.16% | 0.49% | 0.65% | Q2 2022 | Q3 2023 | 6 |
Safeguard Financial, LLC | 6 | 6 | 0.74% | 1.08% | 1.44% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 6 |
Creative Planning | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Sigma Planning Corp | 6 | 6 | 0.01% | 0.07% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Baltimore-Washington Financial Advisors, Inc. | 5 | 5 | 0.02% | 0.72% | 1.12% | Q3 2022 | Q3 2023 | 5 |
Royal Harbor Partners, LLC | 5 | 5 | 1.52% | 1.66% | 1.79% | Q3 2022 | Q3 2023 | 5 |
IFG Advisory, LLC | 5 | 5 | 0.03% | 0.12% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Brookstone Capital Management | 5 | 5 | 0.05% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Kerntke Otto McGlone Wealth Management Group | 5 | 5 | 1.71% | 2.57% | 3.33% | Q3 2022 | Q3 2023 | 5 |
SUMMITRY LLC | 5 | 5 | 1.35% | 1.78% | 2.03% | Q3 2022 | Q3 2023 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Advance Capital Management, Inc. | 5 | 5 | 0.07% | 0.17% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Rockefeller Capital Management L.P. | 5 | 5 | 0.03% | 0.16% | 0.23% | Q3 2022 | Q3 2023 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 0.33% | 0.37% | 0.43% | Q3 2022 | Q3 2023 | 5 |
Cambridge Investment Research Advisors, Inc. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
4J Wealth Management LLC | 5 | 5 | 5.95% | 6.13% | 6.27% | Q3 2022 | Q3 2023 | 5 |
Horizons Wealth Management | 5 | 5 | 0.23% | 0.42% | 0.60% | Q4 2022 | Q4 2023 | 5 |
Carnegie Capital Asset Management, LLC | 5 | 5 | 0.04% | 0.13% | 0.18% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.31% | 0.32% | 0.35% | Q3 2022 | Q3 2023 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.02% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 5 |
CreativeOne Wealth, LLC | 5 | 5 | 0.02% | 0.05% | 0.06% | Q2 2022 | Q2 2023 | 5 |
Raymond James Financial Services Advisors, Inc. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 5 | 5 | 0.23% | 1.42% | 1.92% | Q3 2022 | Q3 2023 | 5 |
Avantax Planning Partners, Inc. | 5 | 5 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Richard P Slaughter Associates Inc | 5 | 5 | 0.16% | 0.87% | 3.51% | Q4 2022 | Q4 2023 | 5 |
Mascoma Wealth Management LLC | 5 | 5 | 0.03% | 0.06% | 0.10% | Q3 2022 | Q3 2023 | 5 |
COLONY GROUP LLC | 5 | 5 | 0.20% | 0.84% | 1.32% | Q3 2022 | Q3 2023 | 5 |
BLAIR WILLIAM & CO/IL | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BOSTON FAMILY OFFICE LLC | 5 | 5 | 0.15% | 0.16% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Global Retirement Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Reliant Wealth Planning | 4 | 1 | 0.28% | 2.62% | 3.84% | Q2 2022 | Q3 2023 | 5 |
Private Advisor Group, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
COMMONWEALTH EQUITY SERVICES, LLC | 5 | 5 | 0.00% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
IFP Advisors, Inc | 5 | 5 | 0.02% | 0.36% | 0.54% | Q3 2022 | Q3 2023 | 5 |
Element Wealth, LLC | 5 | 5 | 0.09% | 0.57% | 0.81% | Q3 2022 | Q3 2023 | 5 |
HHM Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
AdvisorNet Financial, Inc | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
EVERMAY WEALTH MANAGEMENT LLC | 5 | 5 | 0.16% | 0.45% | 1.14% | Q3 2022 | Q3 2023 | 5 |
Sound View Wealth Advisors Group, LLC | 4 | 4 | 0.31% | 0.57% | 0.84% | Q4 2022 | Q3 2023 | 4 |
Snowden Capital Advisors LLC | 4 | 4 | 0.02% | 0.14% | 0.19% | Q4 2022 | Q3 2023 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.15% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
BEACON FINANCIAL GROUP | 4 | 4 | 0.52% | 0.62% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 1.02% | 1.37% | 1.64% | Q4 2022 | Q3 2023 | 4 |
Faithward Advisors, LLC | 4 | 4 | 0.03% | 1.90% | 4.18% | Q4 2022 | Q3 2023 | 4 |
Spire Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.01% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.02% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
OPPENHEIMER ASSET MANAGEMENT INC. | 4 | 4 | 0.19% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
RAYMOND JAMES TRUST N.A. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MV CAPITAL MANAGEMENT, INC. | 4 | 4 | 2.83% | 3.41% | 3.69% | Q4 2022 | Q3 2023 | 4 |
Steward Partners Investment Advisory, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
OLD SECOND NATIONAL BANK OF AURORA | 4 | 4 | 0.11% | 0.18% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Chesley Taft & Associates LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Focused Wealth Management, Inc | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
West Branch Capital LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Archer Investment Corp | 4 | 4 | 0.01% | 0.24% | 0.55% | Q4 2022 | Q3 2023 | 4 |
CIBC Private Wealth Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PSI Advisors, LLC | 4 | 4 | 0.14% | 0.53% | 0.80% | Q4 2022 | Q3 2023 | 4 |
Cooper Financial Group | 4 | 4 | 0.11% | 0.23% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Scissortail Wealth Management, LLC | 4 | 4 | 6.78% | 10.65% | 12.80% | Q4 2022 | Q3 2023 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.01% | 0.03% | 0.07% | Q3 2022 | Q3 2023 | 4 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.13% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Robbins Farley | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CAPTRUST FINANCIAL ADVISORS | 4 | 4 | 1.55% | 1.60% | 1.65% | Q4 2022 | Q3 2023 | 4 |
Conrad Siegel Investment Advisors, Inc. | 4 | 4 | 0.12% | 0.23% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Campbell Wealth Management | 4 | 4 | 5.01% | 5.71% | 7.57% | Q4 2022 | Q3 2023 | 4 |
Trinity Wealth Management, LLC | 4 | 4 | 0.39% | 2.54% | 3.35% | Q4 2022 | Q3 2023 | 4 |
Krilogy Financial LLC | 4 | 4 | 0.70% | 0.84% | 0.96% | Q4 2022 | Q3 2023 | 4 |
Renaissance Technologies | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Day & Ennis, LLC | 4 | 4 | 4.18% | 4.92% | 5.58% | Q4 2022 | Q3 2023 | 4 |
FinTrust Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Summit Asset Management, LLC | 4 | 4 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Granite Harbor Advisors, Inc. | 4 | 4 | 0.23% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Belpointe Asset Management LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
CWM, LLC | 4 | 4 | 0.00% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
TRUIST FINANCIAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
INSIGHT 2811, INC. | 4 | 4 | 0.35% | 7.03% | 9.80% | Q4 2022 | Q3 2023 | 4 |
Wealthspire Advisors, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Keeler Thomas Management LLC | 4 | 4 | 0.67% | 3.66% | 4.78% | Q4 2022 | Q3 2023 | 4 |
CFS Investment Advisory Services, LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Granite Bay Wealth Management, LLC | 4 | 4 | 0.21% | 1.19% | 1.97% | Q4 2022 | Q3 2023 | 4 |
Robertson Stephens Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
GOULD ASSET MANAGEMENT LLC /CA/ | 4 | 4 | 0.09% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Financial Futures Ltd Liability Co. | 4 | 4 | 0.17% | 1.59% | 2.46% | Q4 2022 | Q3 2023 | 4 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.19% | 0.22% | 0.27% | Q4 2022 | Q3 2023 | 4 |
American Portfolios Advisors | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
G&S Capital LLC | 4 | 4 | 1.02% | 1.16% | 1.29% | Q4 2022 | Q3 2023 | 4 |
Baker Ellis Asset Management LLC | 4 | 4 | 1.67% | 1.77% | 1.94% | Q4 2022 | Q3 2023 | 4 |
Relative Value Partners Group, LLC | 4 | 4 | 0.15% | 0.18% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Perigon Wealth Management, LLC | 4 | 4 | 0.16% | 0.24% | 0.40% | Q4 2022 | Q3 2023 | 4 |
TKG Advisors, LLC | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Vista Private Wealth Partners. LLC | 4 | 4 | 1.13% | 2.28% | 3.20% | Q4 2022 | Q3 2023 | 4 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Resonant Capital Advisors, LLC | 4 | 4 | 0.18% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 4 |
J.W. COLE ADVISORS, INC. | 4 | 4 | 0.02% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Sargent Bickham Lagudis LLC | 4 | 4 | 0.10% | 0.32% | 0.44% | Q1 2022 | Q4 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.15% | 0.34% | 0.50% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.24% | 0.32% | 0.37% | Q4 2022 | Q3 2023 | 4 |
CHATHAM CAPITAL GROUP, INC. | 4 | 4 | 0.20% | 0.92% | 1.63% | Q4 2022 | Q3 2023 | 4 |
AE Wealth Management LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Stephens Consulting, LLC | 4 | 4 | 3.43% | 4.12% | 4.94% | Q4 2022 | Q3 2023 | 4 |
COUNTRY CLUB BANK /GFN | 4 | 4 | 0.02% | 0.21% | 0.34% | Q4 2022 | Q3 2023 | 4 |
AJ WEALTH STRATEGIES, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q1 2023 | 4 |
Atria Wealth Solutions, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
GHP Investment Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cross Staff Investments Inc | 4 | 4 | 0.43% | 0.45% | 0.47% | Q4 2022 | Q3 2023 | 4 |
GOLDMAN SACHS GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Tillar-Wenstrup Advisors, LLC | 3 | 3 | 0.36% | 0.53% | 0.62% | Q2 2022 | Q4 2022 | 3 |
Steward Financial Group LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
MML INVESTORS SERVICES, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CITIGROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.14% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Worth Asset Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Lokken Investment Group LLC | 3 | 3 | 1.39% | 1.40% | 1.42% | Q1 2023 | Q3 2023 | 3 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Accretive Wealth Partners, LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Journey Advisory Group, LLC | 3 | 3 | 0.21% | 0.79% | 1.16% | Q1 2023 | Q3 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.08% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Matisse Capital | 3 | 3 | 0.16% | 0.29% | 0.39% | Q3 2021 | Q1 2022 | 3 |
Lantz Financial LLC | 3 | 3 | 0.72% | 0.77% | 0.83% | Q1 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.47% | 1.55% | 2.13% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HOWLAND CAPITAL MANAGEMENT LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Parkside Financial Bank & Trust | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Knollwood Investment Advisory, LLC | 3 | 3 | 0.19% | 0.31% | 0.39% | Q4 2022 | Q2 2023 | 3 |
Atlantic Union Bankshares Corp | 3 | 3 | 0.60% | 0.69% | 0.78% | Q1 2023 | Q3 2023 | 3 |
MATTERN CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ARGI Investment Services, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
WESPAC Advisors, LLC | 3 | 3 | 0.38% | 0.41% | 0.47% | Q1 2023 | Q3 2023 | 3 |
OPPENHEIMER & CO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Greenfield Savings Bank | 3 | 3 | 0.17% | 0.18% | 0.19% | Q2 2023 | Q4 2023 | 3 |
FMR LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
Carmichael Hill & Associates, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Bell Investment Advisors, Inc | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Strid Group, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Parallel Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 3 |
BlackRock Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Endowment Wealth Management, Inc. | 3 | 3 | 0.32% | 0.58% | 0.94% | Q1 2023 | Q3 2023 | 3 |
Valmark Advisers, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Connecticut Wealth Management, LLC | 3 | 3 | 0.03% | 0.59% | 0.92% | Q1 2023 | Q3 2023 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
SevenOneSeven Capital Management | 2 | 1 | 0.08% | 3.30% | 5.00% | Q4 2022 | Q3 2023 | 3 |
First Ascent Asset Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Regal Investment Advisors LLC | 2 | 2 | 0.18% | 0.21% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Arlington Capital Management, Inc. | 2 | 2 | 0.39% | 0.44% | 0.48% | Q2 2023 | Q3 2023 | 2 |
Rinkey Investments | 2 | 2 | 0.91% | 0.91% | 0.91% | Q2 2023 | Q3 2023 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.01% | 0.12% | 0.23% | Q2 2023 | Q3 2023 | 2 |
EASTERN BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.19% | 0.19% | 0.20% | Q1 2023 | Q2 2023 | 2 |
Montecito Bank & Trust | 2 | 2 | 0.06% | 0.15% | 0.24% | Q3 2023 | Q4 2023 | 2 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 2 |
Fairhaven Wealth Management, LLC | 2 | 2 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Ruggaard & Associates LLC | 2 | 2 | 0.26% | 0.28% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Stone House Investment Management, LLC | 1 | 1 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q1 2023 | 2 |
Laurel Wealth Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BAILARD, INC. | 1 | 1 | 0.59% | 0.94% | 1.29% | Q1 2023 | Q3 2023 | 2 |
First PREMIER Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Occidental Asset Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
True Link Financial Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Glenview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.35% | 0.35% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Hills Bank & Trust Co | 2 | 2 | 1.22% | 2.34% | 3.47% | Q2 2023 | Q3 2023 | 2 |
Black Swift Group, LLC | 1 | 1 | 0.12% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 2 |
First National Bank of South Miami | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q2 2023 | 2 |
Klaas Financial Asset Advisors, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
KCS Wealth Advisory | 2 | 2 | 0.10% | 0.14% | 0.18% | Q1 2023 | Q2 2023 | 2 |
ADIRONDACK TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AMERIPRISE FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MRA Advisory Group | 2 | 2 | 0.14% | 0.15% | 0.15% | Q1 2023 | Q2 2023 | 2 |
9258 Wealth Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q4 2022 | 2 |
NewEdge Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
BEACON FINANCIAL PLANNING, INC | 2 | 2 | 0.17% | 0.20% | 0.23% | Q2 2023 | Q3 2023 | 2 |
HRT FINANCIAL LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
MKT Advisors LLC | 2 | 2 | 0.20% | 0.42% | 0.65% | Q2 2023 | Q3 2023 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 2.50% | 2.55% | 2.61% | Q2 2023 | Q3 2023 | 2 |
Pinnacle Bancorp, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Stockman Wealth Management, Inc. | 2 | 2 | 0.19% | 0.25% | 0.31% | Q2 2023 | Q3 2023 | 2 |
REDW Wealth LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Key FInancial Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
REGIMEN WEALTH, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SWMG, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2023 | Q1 2023 | 1 |
Koss-Olinger Consulting, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Geneos Wealth Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Partners LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q2 2023 | Q2 2023 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Platte River Wealth Advisors, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2022 | Q4 2022 | 1 |
Atria Investments, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Quantitative Advantage, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Beverly Hills Private Wealth, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Americana Partners, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Old Port Advisors | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2023 | Q3 2023 | 1 |
Crew Capital Management, Ltd. | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2023 | Q3 2023 | 1 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Financial Strategies Group, Inc. | 1 | 1 | 6.56% | 6.56% | 6.56% | Q3 2023 | Q3 2023 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q1 2023 | Q1 2023 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
TCWP LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Essential Planning, LLC. | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.