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ISHARES TR S&P 500 VAL ETF
(464287408)

Funds Reporting Holdings of ISHARES TR S&P 500 VAL ETF according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Retirement Income Solutions Inc 3,576 $417,000k Jun 30, 2019 Jul 23, 2019
Valmark Advisers Inc 606,609 $70,712k Jun 30, 2019 Aug 7, 2019
Phillips Financial Management LLC 330,380 $38,800k Jun 30, 2019 Aug 6, 2019
LVZ Advisors 339,679 $35,956k Jun 30, 2019 Jul 19, 2019
Cambridge Investment Research Advisors Inc 264,267 $30,806k Jun 30, 2019 Aug 15, 2019
Polaris Greystone Financial Group LLC 248,217 $29,153k Jun 30, 2019 Jul 25, 2019
Futureadvisor Inc 319,907 $26,882k Sep 30, 2015 Nov 17, 2015
KWMG LLC 225,887 $26,332k Jun 30, 2019 Jul 10, 2019
Quest Investment Management LLC 179,915 $20,973k Jun 30, 2019 Aug 13, 2019
Probity Advisors Inc 175,034 $20,404k Jun 30, 2019 Aug 8, 2019
F3Logic LLC 141,253 $16,479k Jun 30, 2019 Aug 2, 2019
Strategic Point Investment Advisors LLC 135,002 $15,737k Jun 30, 2019 Aug 14, 2019
Calamos Wealth Management LLC 134,042 $15,625k Jun 30, 2019 Aug 7, 2019
Arlington Partners LLC 132,334 $15,426k Jun 30, 2019 Jul 10, 2019
Cahill Financial Advisors Inc 132,185 $15,409k Jun 30, 2019 Aug 14, 2019
Alesco Advisors LLC 129,876 $15,140k Jun 30, 2019 Aug 14, 2019
Financial Engines Advisors LLC 127,942 $14,914k Jun 30, 2019 Aug 9, 2019
Adviceperiod LLC 112,225 $13,084k Jun 30, 2019 Jul 22, 2019
Financial Life Advisors LLC 111,734 $13,025k Jun 30, 2019 Jul 29, 2019
GHP Investment Advisors Inc 107,273 $12,505k Jun 30, 2019 Aug 2, 2019
Carnick & Kubik Group LLC 102,561 $11,956k Jun 30, 2019 Jul 30, 2019
Epstein and White Financial LLC 97,913 $11,307k Jun 30, 2019 Jul 19, 2019
Estate Counselors LLC 95,830 $11,171k Jun 30, 2019 Aug 7, 2019
Traynor Capital Management Inc 91,137 $10,704k Jun 30, 2019 Jul 26, 2019
PURE Financial Advisors Inc 80,358 $9,367k Jun 30, 2019 Jul 11, 2019
Stone House Investment Management LLC 71,768 $8,366k Jun 30, 2019 Jul 9, 2019
HUGH Johnson Advisors LLC 70,404 $8,207k Jun 30, 2019 Aug 6, 2019
Trust Asset Management LLC 69,519 $8,104k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 69,519 $8,104k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 69,519 $8,104k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 69,519 $8,104k Jun 30, 2019 Aug 14, 2019
Private Asset Management Inc 69,519 $8,104k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 69,519 $8,104k Jun 30, 2019 Aug 14, 2019
Cahaba Wealth Management Inc 66,802 $7,787k Jun 30, 2019 Jul 31, 2019
RKL Wealth Management LLC 63,400 $7,392k Jun 30, 2019 Aug 2, 2019
Acropolis Investment Management LLC 62,021 $7,230k Jun 30, 2019 Jul 11, 2019
Tortoise Investment Management LLC 60,718 $7,078k Jun 30, 2019 Aug 7, 2019
Front Barnett Associates LLC 54,580 $6,362k Jun 30, 2019 Aug 6, 2019
Cranbrook Wealth Management LLC 48,170 $5,615k Jun 30, 2019 Aug 7, 2019
Advisory Alpha LLC 43,646 $5,142k Jun 30, 2019 Aug 16, 2019
Johanson Financial Advisors Inc 44,037 $5,134k Jun 30, 2019 Jul 29, 2019
LBMC Investment Advisors LLC 43,183 $5,034k Jun 30, 2019 Jul 18, 2019
Nottingham Advisors Inc 41,563 $4,871k Jun 30, 2019 Jul 17, 2019
Pinnacle Family Advisors LLC 36,500 $4,255k Jun 30, 2019 Aug 14, 2019
The Genwealth Group Inc 34,638 $4,071k Jun 30, 2019 Jul 10, 2019
Matthew GOFF Investment Advisor LLC 32,305 $3,766k Jun 30, 2019 Aug 5, 2019
Leonetti & Associates LLC 36,250 $3,666k Dec 31, 2018 Feb 19, 2019
Signature Estate & Investment Advisors LLC 30,511 $3,557k Jun 30, 2019 Aug 1, 2019
Independence Advisors LLC 29,613 $3,452k Jun 30, 2019 Aug 12, 2019
Independence Financial Advisors LLC 29,613 $3,452k Jun 30, 2019 Aug 12, 2019
United Asset Strategies Inc 27,608 $3,218k Jun 30, 2019 Jul 31, 2019
Financial Advisory Service Inc 26,972 $3,144k Jun 30, 2019 Jul 25, 2019
S R Schill & Associates Inc 24,773 $2,888k Jun 30, 2019 Aug 19, 2019
Stordahl Capital Management Inc 22,482 $2,672k Jun 30, 2019 Jul 22, 2019
Sonata Capital Group Inc 22,301 $2,600k Jun 30, 2019 Aug 5, 2019
Fifth Third Securities Inc 21,461 $2,501k Jun 30, 2019 Jul 30, 2019
Parker Investment Management LLC 21,151 $2,466k Jun 30, 2019 Aug 15, 2019
WSFS Capital Management LLC 18,099 $2,110k Jun 30, 2019 Aug 14, 2019
Stony Point Wealth Management Inc 17,001 $2,003k Jun 30, 2019 Jul 23, 2019
Barber Financial Group 16,612 $1,936k Jun 30, 2019 Aug 9, 2019
Jaffetilchin Investment Partners LLC 16,455 $1,918k Jun 30, 2019 Aug 13, 2019
Harwood Advisory Group LLC 15,896 $1,853k Jun 30, 2019 Aug 7, 2019
Brasada Capital Management LP 15,126 $1,791k Jun 30, 2019 Aug 7, 2019
Telos Capital Management Inc 14,121 $1,646k Jun 30, 2019 Jul 19, 2019
Paragon Wealth Strategies LLC 13,784 $1,607k Jun 30, 2019 Jul 17, 2019
Murphy Middleton Hinkle & Parker Inc 13,729 $1,600k Jun 30, 2019 Jul 15, 2019
Bingham Osborn & Scarborough LLC 13,496 $1,573k Jun 30, 2019 Aug 2, 2019
Cadinha & Co LLC 12,792 $1,491k Jun 30, 2019 Aug 9, 2019
Huntington Steele LLC 12,856 $1,406k Mar 31, 2018 Apr 18, 2018
EP Wealth Advisors LLC 11,867 $1,383k Jun 30, 2019 Aug 27, 2019
Private Wealth Advisors LLC 11,722 $1,366k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 11,722 $1,366k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 11,722 $1,366k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 11,722 $1,366k Jun 30, 2019 Aug 7, 2019
Managed Account Services Inc 11,508 $1,362k Jun 30, 2019 Jul 15, 2019
KMS Financial Services Inc 14,404 $1,297k Sep 30, 2014 Nov 17, 2014
Meristem Family Wealth LLC 11,048 $1,288k Jun 30, 2019 Aug 6, 2019
The Family FIRM Inc 10,750 $1,253k Jun 30, 2019 Aug 6, 2019
Bluesky Wealth Advisors LLC 10,407 $1,213k Jun 30, 2019 Aug 5, 2019
Cobiz Wealth LLC 9,763 $1,138k Jun 30, 2019 Jul 8, 2019
Lifeplan Financial Group Inc 9,684 $1,129k Jun 30, 2019 Jul 15, 2019
Connecticut Wealth Management LLC 9,652 $1,125k Jun 30, 2019 Jul 29, 2019
Bristlecone Advisors LLC 9,487 $1,106k Jun 30, 2019 Jul 19, 2019
Blue CHIP Wealth Management Inc 9,357 $1,091k Jun 30, 2019 Aug 13, 2019
Harborview Advisors LLC 8,958 $1,044k Jun 30, 2019 Aug 7, 2019
Diversified Portfolios Inc 8,792 $1,025k Jun 30, 2019 Aug 13, 2019
Dimension Capital Management LLC 8,733 $1,018k Jun 30, 2019 Aug 12, 2019
Evensky & KATZ LLC 8,630 $973k Mar 31, 2019 Aug 6, 2019
West Coast Financial LLC 8,262 $963k Jun 30, 2019 Jul 16, 2019
Hamel Associates Inc 8,085 $942k Jun 30, 2019 Aug 5, 2019
Wealth Enhancement Advisory Services LLC 7,553 $904k Jun 30, 2019 Aug 2, 2019
White Lighthouse Investment Management Inc 7,052 $822k Jun 30, 2019 Jul 31, 2019
Stratford Consulting LLC 6,979 $814k Jun 30, 2019 Aug 2, 2019
Thompson Investment Management Inc 6,639 $774k Jun 30, 2019 Aug 7, 2019
Larson Financial Group LLC 6,109 $712k Jun 30, 2019 Jul 16, 2019
Confluence Wealth Management LLC 5,945 $693k Jun 30, 2019 Aug 9, 2019
Tiemann Investment Advisors LLC 5,903 $688k Jun 30, 2019 Aug 13, 2019
New England Private Wealth Advisors LLC 5,849 $683k Jun 30, 2019 Aug 8, 2019
Summit Asset Management LLC 5,835 $680k Jun 30, 2019 Aug 7, 2019
American Investment Services Inc 5,513 $643k Jun 30, 2019 Aug 6, 2019
Plancorp LLC 5,356 $624k Jun 30, 2019 Aug 13, 2019
Pagnatokarp Partners LLC 5,302 $618k Jun 30, 2019 Aug 8, 2019
Patton Albertson Miller Group LLC 5,255 $605k Jun 30, 2019 Aug 12, 2019
Hirtle Callaghan & Co LLC 5,166 $602k Jun 30, 2019 Aug 13, 2019
Personal Resources Investment and Strategic Management Inc 4,979 $580k Jun 30, 2019 Aug 6, 2019
FORT Point Capital Partners LLC 4,367 $509k Jun 30, 2019 Aug 9, 2019
S & Co Inc 4,350 $507k Jun 30, 2019 Jul 23, 2019
Alexandria Capital LLC 4,298 $501k Jun 30, 2019 Aug 12, 2019
Armbruster Capital Management Inc 4,275 $498k Jun 30, 2019 Jul 18, 2019
Torch Wealth Management LLC 4,225 $493k Jun 30, 2019 Aug 2, 2019
Sensible Financial Planning and Management LLC 4,141 $483k Jun 30, 2019 Aug 7, 2019
Condor Capital Management 4,075 $475k Jun 30, 2019 Aug 5, 2019
Evanson Asset Management LLC 4,062 $473k Jun 30, 2019 Jul 11, 2019
Measured Wealth Private Client Group LLC 4,036 $471k Jun 30, 2019 Jul 26, 2019
Interactive Financial Advisors Inc 3,882 $453k Jun 30, 2019 Jul 17, 2019
Alpha Cubed Investments LLC 3,873 $451k Jun 30, 2019 Jul 19, 2019
Total Investment Management Inc 3,849 $439k Jun 30, 2019 Aug 7, 2019
Total Management Group Inc 3,849 $439k Jun 30, 2019 Aug 7, 2019
SFMG LLC 3,608 $432k Jun 30, 2019 Aug 5, 2019
DB Root & Company LLC 3,604 $420k Jun 30, 2019 Jul 19, 2019
Twin Focus Capital Partners LLC 3,545 $413k Jun 30, 2019 Aug 14, 2019
Emerald Investment Partners LLC 3,432 $400k Jun 30, 2019 Aug 12, 2019
Cypress Capital Management LLC 3,378 $394k Jun 30, 2019 Aug 5, 2019
Birinyi Associates Inc 3,350 $391k Jun 30, 2019 Aug 5, 2019
The Rikoon Group LLC 3,254 $379k Jun 30, 2019 Aug 6, 2019
Towerpoint Wealth LLC 3,175 $377k Jun 30, 2019 Aug 7, 2019
American Financial Network Advisory Services LLC 3,121 $361k Jun 30, 2019 Aug 9, 2019
Acorn Wealth Advisors LLC 3,105 $360k Jun 30, 2019 Aug 14, 2019
Jackson Grant Investment Advisers Inc 2,985 $348k Jun 30, 2019 Aug 13, 2019
Highland Private Wealth Management 2,873 $335k Jun 30, 2019 Aug 13, 2019
Parkside Advisors LLC 2,838 $331k Jun 30, 2019 Jul 10, 2019
Peterson Wealth Advisors LLC 2,789 $325k Jun 30, 2019 Jul 15, 2019
Gradient Capital Advisors LLC 2,713 $316k Jun 30, 2019 Jul 16, 2019
The Mathes Company Inc 2,600 $303k Jun 30, 2019 Jul 29, 2019
Krueger & Catalano Capital Partners LLC 2,337 $272k Jun 30, 2019 Jul 22, 2019
Lenox Wealth Advisors LLC 2,262 $264k Jun 30, 2019 Jul 12, 2019
Wealthplan Partners Inc 2,242 $259k Jun 30, 2019 Aug 19, 2019
Modera Wealth Management LLC 2,135 $249k Jun 30, 2019 Aug 7, 2019
Sigma Investment Counselors Inc 2,095 $244k Jun 30, 2019 Jul 23, 2019
Crescent Grove Advisors LLC 2,089 $244k Jun 30, 2019 Aug 6, 2019
Wealth and Pension Services Group Inc 2,050 $239k Jun 30, 2019 Aug 15, 2019
Oarsman Capital Inc 1,900 $221k Jun 30, 2019 Aug 13, 2019
West Oak Capital LLC 1,830 $213k Jun 30, 2019 Jul 12, 2019
New England Investment & Retirement Group Inc 1,805 $210k Jun 30, 2019 Jul 31, 2019
Ifrah Financial Services Inc 1,718 $200k Jun 30, 2019 Aug 6, 2019
Duncker Streett & Co LLC 1,387 $162k Jun 30, 2019 Jul 24, 2019
Litman Gregory Asset Management LLC 1,126 $131k Jun 30, 2019 Jul 31, 2019
First Manhattan Co 861 $100k Jun 30, 2019 Aug 16, 2019
Clear Perspective Advisors LLC 467 $54k Jun 30, 2019 Aug 12, 2019
The RICE Partnership LLC 292 $34k Jun 30, 2019 Jul 25, 2019
Ironwood Wealth Management LLC 243 $28k Jun 30, 2019 Aug 14, 2019
Permanens Capital LP 199 $23k Jun 30, 2019 Aug 9, 2019
Transamerica Financial Advisors Inc 139 $17k Jun 30, 2019 Aug 21, 2019
Armor Advisors LLC 79 $9k Jun 30, 2019 Aug 13, 2019
Armor Investment Advisors LLC 79 $9k Jun 30, 2019 Aug 13, 2019
Avondale Wealth Management LLC 52 $6k Jun 30, 2019 Jul 26, 2019

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