ISHARES
(464288273)
Relatórios de fundos ISHARES de acordo com os registros 13F
Nome da empresa | Ações Detidas / Montante Principal | Valor de mercado | Opção | Período do relatório | Data de Efetividade |
---|---|---|---|---|---|
Quattro Advisors LLC | 8,674 | $498,062k | Jun 30, 2019 | Jul 26, 2019 | |
Quattro Financial Advisors LLC | 8,674 | $498,062k | Jun 30, 2019 | Jul 26, 2019 | |
Modera Wealth Management LLC | 541,778 | $31,098k | Jun 30, 2019 | Aug 7, 2019 | |
Futureadvisor Inc | 525,271 | $25,092k | Sep 30, 2015 | Nov 17, 2015 | |
Merriman Wealth Management LLC | 38,747 | $22,388k | Jun 30, 2019 | Jul 31, 2019 | |
Edgemoor Investment Advisors Inc | 323,255 | $18,555k | Jun 30, 2019 | Aug 9, 2019 | |
Plancorp LLC | 320,390 | $18,390k | Jun 30, 2019 | Aug 13, 2019 | |
Stratford Consulting LLC | 318,608 | $18,288k | Jun 30, 2019 | Aug 2, 2019 | |
Biegel & Waller LLC | 190,556 | $10,938k | Jun 30, 2019 | Jul 23, 2019 | |
Brickley Wealth Management | 184,372 | $10,583k | Jun 30, 2019 | Aug 9, 2019 | |
Cambridge Investment Research Advisors Inc | 174,218 | $10,000k | Jun 30, 2019 | Aug 15, 2019 | |
PURE Financial Advisors Inc | 164,400 | $9,437k | Jun 30, 2019 | Jul 11, 2019 | |
Alesco Advisors LLC | 153,458 | $8,808k | Jun 30, 2019 | Aug 14, 2019 | |
Financial Advisory Service Inc | 151,045 | $8,670k | Jun 30, 2019 | Jul 25, 2019 | |
Shakespeare Wealth Management Inc | 136,472 | $7,833k | Jun 30, 2019 | Aug 12, 2019 | |
Baker Avenue Asset Management LP | 128,990 | $7,404k | Jun 30, 2019 | Aug 14, 2019 | |
Acropolis Investment Management LLC | 122,955 | $7,058k | Jun 30, 2019 | Jul 11, 2019 | |
Ifrah Financial Services Inc | 110,949 | $6,368k | Jun 30, 2019 | Aug 6, 2019 | |
Managed Account Services Inc | 100,933 | $5,858k | Jun 30, 2019 | Jul 15, 2019 | |
Telos Capital Management Inc | 91,014 | $5,224k | Jun 30, 2019 | Jul 19, 2019 | |
Nicholas Hoffman & Company LLC | 68,129 | $3,911k | Jun 30, 2019 | Aug 12, 2019 | |
Vestor Capital LLC | 67,183 | $3,856k | Jun 30, 2019 | Aug 6, 2019 | |
Twele Capital Management Inc | 63,000 | $3,616k | Jun 30, 2019 | Jul 18, 2019 | |
Shoker Investment Counsel Inc | 57,279 | $3,287k | Jun 30, 2019 | Aug 9, 2019 | |
HM Capital Management LLC | 57,007 | $3,272k | Jun 30, 2019 | Jul 24, 2019 | |
CPWM LLC | 53,286 | $3,059k | Jun 30, 2019 | Aug 2, 2019 | |
Biltmore Family Office LLC | 52,170 | $2,995k | Jun 30, 2019 | Jul 31, 2019 | |
Dearborn Capital Management LLC | 46,409 | $2,890k | Sep 30, 2018 | Nov 1, 2018 | |
Parkside Advisors LLC | 50,196 | $2,881k | Jun 30, 2019 | Jul 10, 2019 | |
O'Brien Wealth Partners LLC | 45,993 | $2,669k | Jun 30, 2019 | Jul 8, 2019 | |
Baker Ellis Asset Management LLC | 46,380 | $2,662k | Jun 30, 2019 | Aug 12, 2019 | |
New YORK Life Investment Management LLC | 47,018 | $2,660k | Jun 30, 2019 | Aug 13, 2019 | |
Twin Focus Capital Partners LLC | 41,630 | $2,390k | Jun 30, 2019 | Aug 14, 2019 | |
Capital Wealth Management LLC | 40,365 | $2,317k | Jun 30, 2019 | Aug 12, 2019 | |
Probity Advisors Inc | 39,691 | $2,278k | Jun 30, 2019 | Aug 8, 2019 | |
Advisory Alpha LLC | 37,702 | $2,162k | Jun 30, 2019 | Aug 16, 2019 | |
Cahill Financial Advisors Inc | 34,752 | $1,995k | Jun 30, 2019 | Aug 14, 2019 | |
Wealth Enhancement Advisory Services LLC | 33,923 | $1,949k | Jun 30, 2019 | Aug 2, 2019 | |
Wealth and Pension Services Group Inc | 33,329 | $1,913k | Jun 30, 2019 | Aug 15, 2019 | |
Wooster Corthell Wealth Management Inc | 32,436 | $1,862k | Jun 30, 2019 | Jul 31, 2019 | |
DAY & Ennis LLC | 31,825 | $1,827k | Jun 30, 2019 | Aug 2, 2019 | |
ELM Advisors LLC | 30,190 | $1,733k | Jun 30, 2019 | Jul 3, 2019 | |
Strategic Global Advisors LLC | 29,982 | $1,721k | Jun 30, 2019 | Aug 13, 2019 | |
Adviceperiod LLC | 29,067 | $1,670k | Jun 30, 2019 | Jul 22, 2019 | |
West Coast Financial LLC | 26,884 | $1,543k | Jun 30, 2019 | Jul 16, 2019 | |
Morningstar Investment Services LLC | 25,981 | $1,491k | Jun 30, 2019 | Aug 13, 2019 | |
Hengehold Capital Management LLC | 25,504 | $1,464k | Jun 30, 2019 | Jul 23, 2019 | |
Nottingham Advisors Inc | 24,411 | $1,401k | Jun 30, 2019 | Jul 17, 2019 | |
Chesley TAFT & Associates LLC | 24,331 | $1,397k | Jun 30, 2019 | Jul 10, 2019 | |
Burleson & Company LLC | 24,742 | $1,392k | Jun 30, 2019 | Aug 5, 2019 | |
Coyle Financial Counsel LLC | 24,006 | $1,378k | Jun 30, 2019 | Aug 13, 2019 | |
Lenox Wealth Advisors LLC | 22,898 | $1,314k | Jun 30, 2019 | Jul 12, 2019 | |
Wescap Management Group Inc | 21,622 | $1,241k | Jun 30, 2019 | Aug 6, 2019 | |
Lourd Capital LLC | 20,536 | $1,179k | Jun 30, 2019 | Jul 11, 2019 | |
SPC Financial Inc | 19,597 | $1,125k | Jun 30, 2019 | Aug 1, 2019 | |
The Family FIRM Inc | 19,282 | $1,107k | Jun 30, 2019 | Aug 6, 2019 | |
GFS Advisors LLC | 18,083 | $1,038k | Jun 30, 2019 | Aug 1, 2019 | |
Asset Planning Services Inc | 16,206 | $930k | Jun 30, 2019 | Jul 17, 2019 | |
Asset Planning Services Ltd | 16,206 | $930k | Jun 30, 2019 | Jul 17, 2019 | |
Armbruster Capital Management Inc | 15,364 | $882k | Jun 30, 2019 | Jul 18, 2019 | |
Independence Advisors LLC | 15,184 | $872k | Jun 30, 2019 | Aug 12, 2019 | |
Independence Financial Advisors LLC | 15,184 | $872k | Jun 30, 2019 | Aug 12, 2019 | |
Pagnatokarp Partners LLC | 14,424 | $828k | Jun 30, 2019 | Aug 8, 2019 | |
Vista Private Wealth Partners LLC | 13,076 | $717k | Jun 30, 2019 | Aug 27, 2019 | |
WP Advisors LLC | 11,384 | $653k | Jun 30, 2019 | Jul 23, 2019 | |
Vista Investment Management LLC | 11,085 | $636k | Jun 30, 2019 | Aug 14, 2019 | |
Willow Creek Wealth Management Inc | 10,446 | $600k | Jun 30, 2019 | Jul 22, 2019 | |
The Financial Consulate Inc | 10,072 | $578k | Jun 30, 2019 | Jul 24, 2019 | |
Leicht Financial Planning and Wealth Management Inc | 9,997 | $574k | Jun 30, 2019 | Aug 2, 2019 | |
Cumberland Advisors Inc | 9,540 | $548k | Jun 30, 2019 | Jul 11, 2019 | |
Vivaldi Capital Management LLC | 9,410 | $540k | Jun 30, 2019 | Aug 14, 2019 | |
Northwest Wealth Management LLC | 9,397 | $539k | Jun 30, 2019 | Jul 23, 2019 | |
RNC Capital Management LLC | 9,100 | $522k | Jun 30, 2019 | Jul 25, 2019 | |
Aspiriant LLC | 9,102 | $522k | Jun 30, 2019 | Aug 6, 2019 | |
Peak Financial Management Inc | 8,552 | $491k | Jun 30, 2019 | Aug 1, 2019 | |
Aries Wealth Management LLC | 8,241 | $478k | Jun 30, 2019 | Jul 15, 2019 | |
Klingman and Associates LLC | 7,555 | $434k | Jun 30, 2019 | Jul 24, 2019 | |
Wrapmanager Inc | 7,544 | $433k | Jun 30, 2019 | Jul 31, 2019 | |
Cornerstone Advisory LLC | 6,456 | $371k | Jun 30, 2019 | Aug 8, 2019 | |
Access Financial Services Inc | 6,228 | $357k | Jun 30, 2019 | Jul 24, 2019 | |
Evensky & KATZ LLC | 6,181 | $355k | Mar 31, 2019 | Aug 6, 2019 | |
Tufton Capital Management LLC | 5,685 | $326k | Jun 30, 2019 | Jul 26, 2019 | |
Traynor Capital Management Inc | 5,491 | $317k | Jun 30, 2019 | Jul 26, 2019 | |
Summit Financial Strategies Inc | 5,221 | $300k | Jun 30, 2019 | Aug 8, 2019 | |
Barber Financial Group | 4,915 | $282k | Jun 30, 2019 | Aug 9, 2019 | |
KMS Financial Services Inc | 5,617 | $272k | Sep 30, 2014 | Nov 17, 2014 | |
Diversified Portfolios Inc | 4,591 | $264k | Jun 30, 2019 | Aug 13, 2019 | |
Moneywise Inc | 4,228 | $243k | Jun 30, 2019 | Jul 17, 2019 | |
Summit Asset Management LLC | 3,870 | $222k | Jun 30, 2019 | Aug 7, 2019 | |
Bingham Osborn & Scarborough LLC | 3,650 | $210k | Jun 30, 2019 | Aug 2, 2019 | |
Huber Financial Advisors LLC | 3,653 | $210k | Jun 30, 2019 | Aug 5, 2019 | |
Measured Wealth Private Client Group LLC | 3,594 | $206k | Jun 30, 2019 | Jul 26, 2019 | |
1919 Investment Counsel LLC | 3,125 | $152k | Sep 30, 2014 | Nov 14, 2014 | |
The Fiduciary Group LLC | 1,600 | $92k | Jun 30, 2019 | Aug 14, 2019 | |
New Potomac Partners LLC | 1,593 | $91k | Jun 30, 2019 | Jul 26, 2019 | |
Tower VIEW Investment Management & Research LLC | 1,254 | $72k | Jun 30, 2019 | Jul 17, 2019 | |
Emerald Investment Partners LLC | 291 | $17k | Jun 30, 2019 | Aug 12, 2019 | |
Intercontinental Wealth Advisors LLC | 185 | $11k | Jun 30, 2019 | Aug 2, 2019 | |
SYM Financial Corporation | 64 | $4k | Jun 30, 2019 | Jul 29, 2019 | |
Transamerica Financial Advisors Inc | 1 | $1k | Jun 30, 2019 | Aug 21, 2019 | |
Stearns Financial Services Group Inc | 19 | $1k | Jun 30, 2019 | Aug 14, 2019 | |
Armor Investment Advisors LLC | 13 | $1k | Jun 30, 2019 | Aug 13, 2019 | |
Armor Advisors LLC | 13 | $1k | Jun 30, 2019 | Aug 13, 2019 |