ISHARES TR
CUSIP 46435G755
Ishares Tr has 4 institutional holders in Filings Flow’s 13F database, together reporting 54.1K shares worth $1M as of Q4 2022. The largest reported holders are Rehmann Capital Advisory Group, Archer Investment Corp, and US Bancorp \De\.
Institutional Holders
4
Q4 2022
Reported Value
$1M
Ticker
unmapped
private placement or foreign
Quarters Tracked
7
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| VISTA FINANCE, LLC$126M AUM | 2.60% | $2M | 82.7K | Q3 2022OLDER |
| Paradigm, Strategies in Wealth Management, LLC$147M AUM | 1.82% | $2M | 77.0K | Q3 2022OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.76% | $10M | 372.3K | Q3 2022OLDER |
| Gateway Advisory, LLC$620M AUM | 0.74% | $3M | 115.0K | Q3 2022OLDER |
| Praetorian Wealth Management, Inc.$580M AUM | 0.73% | $2M | 74.8K | Q3 2022OLDER |
| BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM | 0.63% | $931,000 | 35.9K | Q3 2022OLDER |
| Paradiem, LLC$454M AUM | 0.62% | $2M | 62.1K | Q3 2022OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 0.61% | $917,000 | 35.4K | Q3 2022OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.56% | $2M | 62.1K | Q3 2022OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 0.54% | $4M | 160.5K | Q3 2022OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.52% | $759,000 | 29.3K | Q2 2022OLDER |
| Fieldpoint Private Securities, LLC$344M AUM | 0.47% | $2M | 61.9K | Q2 2022OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.45% | $2M | 1.76M | Q3 2022OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.44% | $4M | 154.9K | Q3 2022OLDER |
| SELDON CAPITAL LP$272M AUM | 0.43% | $601,000 | 23.2K | Q3 2022OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.39% | $1M | 40.6K | Q3 2022OLDER |
| Royal Harbor Partners, LLC$295M AUM | 0.39% | $573,000 | 22.1K | Q3 2022OLDER |
| TLWM$615M AUM | 0.35% | $926,000 | 35.8K | Q2 2022OLDER |
| Legacy Private Trust Co.$1.6B AUM | 0.35% | $4M | 143.7K | Q3 2022OLDER |
| Prism Advisors, Inc.$375M AUM | 0.33% | $811,000 | 31.3K | Q3 2022OLDER |
| ETF Portfolio Partners, Inc.$381M AUM | 0.28% | $641,000 | 24.7K | Q3 2022OLDER |
| Capital Directions Investment Advisors, LLC$268M AUM | 0.28% | $728,000 | 0 | Q3 2022OLDER |
| Lantz Financial LLC$546M AUM | 0.23% | $437,000 | 16.9K | Q3 2022OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.22% | $210,000 | 8.1K | Q3 2022OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.21% | $2M | 74.9K | Q3 2022OLDER |
| New Perspectives, Inc$289M AUM | 0.21% | $259,100 | 10.0K | Q4 2022OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.21% | $603,000 | 23.3K | Q3 2022OLDER |
| Emerald Advisors, LLC$808M AUM | 0.21% | $710,000 | 27.4K | Q3 2022OLDER |
| Madden Advisory Services, Inc.$254M AUM | 0.20% | $247,000 | 9.5K | Q3 2022OLDER |
| Spire Wealth Management$3.3B AUM | 0.19% | $3M | 121.0K | Q3 2022OLDER |
| BCS Wealth Management$490M AUM | 0.18% | $372,000 | 14.3K | Q3 2022OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.17% | $4M | 160.0K | Q2 2022OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.17% | $1M | 48.6K | Q3 2022OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.16% | $10M | 383.2K | Q3 2022OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 0.16% | $1M | 47.4K | Q3 2022OLDER |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC$3.6B AUM | 0.15% | $4M | 140.7K | Q2 2022OLDER |
| Wealthstar Advisors, LLC$213M AUM | 0.15% | $309,000 | 11.9K | Q3 2022OLDER |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 0.13% | $2M | 60.5K | Q3 2022OLDER |
| Guidance Point Advisors, LLC$422M AUM | 0.13% | $285,000 | 11.0K | Q3 2022OLDER |
| LINCOLN NATIONAL CORP$3.5B AUM | 0.11% | $5M | 174.4K | Q3 2022OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.10% | $267,000 | 10.3K | Q3 2022OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.09% | $623,000 | 24.1K | Q3 2022OLDER |
| NovaPoint Capital, LLC$399M AUM | 0.09% | $205,000 | 7.9K | Q3 2022OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.08% | $212,000 | 8.2K | Q3 2022OLDER |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC$759M AUM | 0.08% | $339,000 | 13.1K | Q3 2022OLDER |
| Front Row Advisors LLC$296M AUM | 0.08% | $155,000 | 6.0K | Q3 2022OLDER |
| DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM | 0.08% | $1M | 55.1K | Q3 2022OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.07% | $891,000 | 34.4K | Q3 2022OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.07% | $284,000 | 10.9K | Q3 2022OLDER |
| FinTrust Capital Advisors, LLC$591M AUM | 0.07% | $271,000 | 10.5K | Q2 2022OLDER |
| US BANCORP \DE\$82.4B AUM | 0.06% | $30M | 1.15M | Q3 2022OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.06% | $1M | 40.3K | Q3 2022OLDER |
| MCF Advisors LLC$2.3B AUM | 0.06% | $535,000 | 20.7K | Q3 2022OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.06% | $229,000 | 8.9K | Q3 2022OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.05% | $1M | 46.4K | Q3 2022OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.05% | $324,000 | 12.5K | Q3 2022OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.05% | $333,000 | 12.9K | Q3 2022OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.05% | $461M | 17.8K | Q3 2022OLDER |
| Lee Financial Co$709M AUM | 0.05% | $264,000 | 10.2K | Q3 2022OLDER |
| American Portfolios Advisors$1.2B AUM | 0.05% | $563,897 | 21.7K | Q1 2023 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.04% | $287,000 | 11.1K | Q2 2022OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.04% | $215,000 | 8.3K | Q3 2022OLDER |
| Sandy Spring Bank$2.4B AUM | 0.04% | $653,000 | 25.2K | Q3 2022OLDER |
| AMG National Trust Bank$4.6B AUM | 0.04% | $1M | 42.2K | Q3 2022OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.04% | $1M | 45.6K | Q3 2022OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.04% | $1M | 47.2K | Q3 2022OLDER |
| Bank of New Hampshire$437M AUM | 0.04% | $117,000 | 4.5K | Q3 2022OLDER |
| BOKF, NA$6.5B AUM | 0.03% | $2M | 69.0K | Q2 2022OLDER |
| First National Bank of South Miami$124M AUM | 0.03% | $41,000 | 1.6K | Q2 2022OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $1M | 41.8K | Q3 2022OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.02% | $312,000 | 12.1K | Q3 2022OLDER |
| Archer Investment Corp$469M AUM | 0.02% | $52M | 2.0K | Q3 2022OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.02% | $4M | 142.5K | Q3 2022OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $2M | 73.2K | Q3 2022OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.02% | $130,000 | 5.0K | Q3 2022OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.02% | $933,000 | 36.0K | Q4 2022OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $249,000 | 9.6K | Q3 2022OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.02% | $459,000 | 17.7K | Q3 2022OLDER |
| Horan Securities, Inc.$284M AUM | 0.02% | $33,000 | 1.3K | Q3 2022OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $267,000 | 10.3K | Q3 2022OLDER |
| Altium Wealth Management LLC$1.4B AUM | 0.02% | $280,000 | 10.8K | Q2 2022OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.02% | $3M | 119.5K | Q3 2022OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.02% | $902,000 | 34.8K | Q3 2022OLDER |
| Mariner, LLC$85.7B AUM | 0.02% | $4M | 166.0K | Q3 2022OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $479,000 | 18.5K | Q3 2022OLDER |
| Raymond James Financial Services Advisors, Inc.$75.1B AUM | 0.01% | $6M | 235.0K | Q3 2022OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $450,000 | 17.4K | Q3 2022OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 185.5K | Q3 2022OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.01% | $246,000 | 9.5K | Q3 2022OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $4M | 164.4K | Q3 2022OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.01% | $1M | 43.6K | Q3 2022OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $370,000 | 14.3K | Q2 2022OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.01% | $67,000 | 2.6K | Q3 2022OLDER |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $626,000 | 24.2K | Q3 2022OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $5M | 195.7K | Q3 2022OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $241,000 | 9.3K | Q3 2022OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $4M | 161.5K | Q3 2022OLDER |
| Farmer Steven Patrick$6.4B AUM | 0.01% | $419,000 | 16.2K | Q2 2022OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.01% | $419,000 | 16.2K | Q2 2022OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $7M | 256.5K | Q3 2022OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $1M | 41.4K | Q3 2022OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.01% | $11,000 | 408 | Q3 2022OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $427,000 | 16.5K | Q3 2022OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.01% | $917,000 | 35.4K | Q3 2022OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $235,000 | 9.1K | Q3 2022OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $195 | 7.7K | Q4 2022OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $74,000 | 2.9K | Q3 2022OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $202,000 | 7.8K | Q3 2022OLDER |
| RAYMOND JAMES & ASSOCIATES$164.1B AUM | 0.00% | $4M | 162.0K | Q3 2022OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $455,000 | 17.6K | Q3 2022OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.00% | $24,000 | 935 | Q2 2022OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $6M | 220.6K | Q3 2022OLDER |
| TimeScale Financial, Inc.$463M AUM | 0.00% | $10,322 | 399 | Q4 2022OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 48.8K | Q3 2022OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $34,000 | 1.3K | Q3 2022OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $311,000 | 12.0K | Q3 2022OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $307,000 | 11.8K | Q3 2022OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $550,000 | 21.2K | Q3 2022OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $30,000 | 1.2K | Q3 2022OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $4M | 138.6K | Q3 2022OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 96.7K | Q3 2022OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $664,000 | 25.6K | Q3 2022OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 83.2K | Q3 2022OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $50,000 | 1.9K | Q3 2022OLDER |
| Creative Planning$147.4B AUM | 0.00% | $534,000 | 20.6K | Q3 2022OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.00% | $10,000 | 380 | Q3 2022OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 63.0K | Q3 2022OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $23,000 | 894 | Q3 2022OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $51,000 | 2.0K | Q3 2022OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $3,000 | 100 | Q3 2022OLDER |
| RGT Wealth Advisors, LLC$627M AUM | — | $0 | 0 | Q2 2022OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.