ISHARES TR
(464287325)
Funds Reporting Holdings of ISHARES TR according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Richard Bernstein Advisors LLC | 1,336,265 | $82,460k | Jun 30, 2019 | Aug 9, 2019 | |
| Morningstar Investment Services LLC | 341,047 | $21,046k | Jun 30, 2019 | Aug 13, 2019 | |
| Tocqueville Asset Management LP | 42,800 | $2,641k | Jun 30, 2019 | Jul 31, 2019 | |
| Interocean Capital LLC | 40,904 | $2,524k | Jun 30, 2019 | Aug 13, 2019 | |
| White Lighthouse Investment Management Inc | 23,132 | $1,427k | Jun 30, 2019 | Jul 31, 2019 | |
| Newfound Research LLC | 22,221 | $1,371k | Jun 30, 2019 | Aug 13, 2019 | |
| Cambridge Investment Research Advisors Inc | 18,767 | $1,158k | Jun 30, 2019 | Aug 15, 2019 | |
| The Family FIRM Inc | 17,434 | $1,076k | Jun 30, 2019 | Aug 6, 2019 | |
| Venturi Wealth Management LLC | 17,096 | $1,055k | Jun 30, 2019 | Aug 7, 2019 | |
| DAVY Asset Management Limited | 15,420 | $952k | Jun 30, 2019 | Jul 19, 2019 | |
| Meridian Investment Counsel Inc | 13,706 | $846k | Jun 30, 2019 | Aug 13, 2019 | |
| Gilbert & COOK Inc | 13,699 | $845k | Jun 30, 2019 | Aug 5, 2019 | |
| ELCO Management Company LLC | 13,450 | $830k | Jun 30, 2019 | Aug 1, 2019 | |
| Keeler Thomas Management LLC | 7,591 | $790k | Jun 30, 2019 | Jul 31, 2019 | |
| Wakefield Asset Management LLLP | 11,838 | $731k | Jun 30, 2019 | Aug 13, 2019 | |
| KCS Wealth Advisory LLC | 10,854 | $670k | Jun 30, 2019 | Jul 29, 2019 | |
| The Mathes Company Inc | 10,650 | $657k | Jun 30, 2019 | Jul 29, 2019 | |
| American Financial Network Advisory Services LLC | 9,112 | $560k | Jun 30, 2019 | Aug 9, 2019 | |
| Aristotle Capital Management LLC | 8,900 | $549k | Jun 30, 2019 | Aug 14, 2019 | |
| Quantum Capital Management LLC | 8,071 | $498k | Jun 30, 2019 | Aug 14, 2019 | |
| East Coast Asset Management LLC | 7,095 | $438k | Jun 30, 2019 | Aug 14, 2019 | |
| Alexandria Capital LLC | 7,007 | $432k | Jun 30, 2019 | Aug 12, 2019 | |
| Kovitz Investment Group Partners LLC | 6,785 | $419k | Jun 30, 2019 | Aug 14, 2019 | |
| Newport Wealth Strategies Inc | 5,320 | $326k | Jun 30, 2019 | Jul 22, 2019 | |
| Private Wealth Advisors Inc | 5,160 | $318k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Advisors Inc | 5,160 | $318k | Jun 30, 2019 | Aug 7, 2019 | |
| Private Wealth Advisors LLC | 5,160 | $318k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Advisors Group LLC | 5,160 | $318k | Jun 30, 2019 | Aug 7, 2019 | |
| Blue FIN Capital Inc | 4,210 | $259k | Jun 30, 2019 | Jul 22, 2019 | |
| Stearns Financial Services Group Inc | 3,943 | $243k | Jun 30, 2019 | Aug 14, 2019 | |
| Lakeview Capital Partners LLC | 3,344 | $206k | Jun 30, 2019 | Aug 5, 2019 | |
| Stelac Advisory Services LLC | 3,324 | $205k | Jun 30, 2019 | Jul 29, 2019 | |
| Daiwa SB Investments USA Ltd | 2,100 | $128k | Mar 31, 2019 | Apr 18, 2019 | |
| Daiwa SB Investments Ltd | 2,100 | $128k | Mar 31, 2019 | Apr 18, 2019 | |
| Lombard Odier Transatlantic Limited | 800 | $81k | Sep 30, 2016 | Nov 14, 2016 |