ISHARES TR RUS MDCP VAL ETF
(464287473)
Funds Reporting Holdings of ISHARES TR RUS MDCP VAL ETF according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Retirement Income Solutions Inc | 4,772 | $425,000k | Jun 30, 2019 | Jul 23, 2019 | |
| Stephens Group Asset Management LLC | 1,676,443 | $149,421k | Jun 30, 2019 | Jul 15, 2019 | |
| Northrock Partners LLC | 233,366 | $20,802k | Jun 30, 2019 | Aug 12, 2019 | |
| Bishop & Company Investment Management LLC | 168,269 | $14,998k | Jun 30, 2019 | Aug 9, 2019 | |
| Private Asset Management Inc | 164,944 | $14,701k | Jun 30, 2019 | Aug 14, 2019 | |
| Financial Asset Management Corp | 164,944 | $14,701k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Corporation | 164,944 | $14,701k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Group Inc | 164,944 | $14,701k | Jun 30, 2019 | Aug 14, 2019 | |
| Trust Asset Management LLC | 164,944 | $14,701k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Group Investment Corp | 164,944 | $14,701k | Jun 30, 2019 | Aug 14, 2019 | |
| Polaris Greystone Financial Group LLC | 144,056 | $12,912k | Jun 30, 2019 | Jul 25, 2019 | |
| The Genwealth Group Inc | 141,737 | $12,688k | Jun 30, 2019 | Jul 10, 2019 | |
| Hapanowicz & Associates Financial Services Inc | 126,744 | $11,303k | Jun 30, 2019 | Jul 29, 2019 | |
| JMG Financial Group Ltd | 123,656 | $11,022k | Jun 30, 2019 | Aug 2, 2019 | |
| Connecticut Wealth Management LLC | 96,105 | $8,566k | Jun 30, 2019 | Jul 29, 2019 | |
| Fifth Third Securities Inc | 88,092 | $7,851k | Jun 30, 2019 | Jul 30, 2019 | |
| Accredited Investors Inc | 74,528 | $6,643k | Jun 30, 2019 | Aug 13, 2019 | |
| Huntington Steele LLC | 65,385 | $5,651k | Mar 31, 2018 | Apr 18, 2018 | |
| Cambridge Investment Research Advisors Inc | 59,523 | $5,305k | Jun 30, 2019 | Aug 15, 2019 | |
| Adviceperiod LLC | 58,973 | $5,256k | Jun 30, 2019 | Jul 22, 2019 | |
| Port Capital LLC | 55,635 | $4,959k | Jun 30, 2019 | Aug 14, 2019 | |
| Inspirion Wealth Advisors LLC | 49,525 | $4,414k | Jun 30, 2019 | Jul 15, 2019 | |
| Cornerstone Advisory LLC | 34,825 | $3,104k | Jun 30, 2019 | Aug 8, 2019 | |
| Lejeune Puetz Investment Counsel | 33,072 | $2,948k | Jun 30, 2019 | Jul 29, 2019 | |
| PURE Financial Advisors Inc | 29,209 | $2,603k | Jun 30, 2019 | Jul 11, 2019 | |
| Insight 2811 Inc | 23,111 | $2,087k | Jun 30, 2019 | Jul 9, 2019 | |
| Financial Advisory Service Inc | 22,099 | $1,970k | Jun 30, 2019 | Jul 25, 2019 | |
| Baltimore-Washington Financial Advisors Inc | 20,944 | $1,867k | Jun 30, 2019 | Jul 25, 2019 | |
| Telos Capital Management Inc | 19,475 | $1,735k | Jun 30, 2019 | Jul 19, 2019 | |
| Ausdal Financial Partners Inc | 17,761 | $1,610k | Jun 30, 2019 | Aug 5, 2019 | |
| Sonata Capital Group Inc | 14,926 | $1,330k | Jun 30, 2019 | Aug 5, 2019 | |
| The Mathes Company Inc | 13,890 | $1,238k | Jun 30, 2019 | Jul 29, 2019 | |
| CAMG Solamere Management LLC | 13,872 | $1,237k | Jun 30, 2019 | Aug 13, 2019 | |
| KMS Financial Services Inc | 17,456 | $1,222k | Sep 30, 2014 | Nov 17, 2014 | |
| Badgley Phelps and Bell Inc | 13,078 | $1,166k | Jun 30, 2019 | Jul 30, 2019 | |
| Newport Wealth Strategies Inc | 12,921 | $1,152k | Jun 30, 2019 | Jul 22, 2019 | |
| BHK Investment Advisors LLC | 11,204 | $999k | Jun 30, 2019 | Aug 2, 2019 | |
| Cahaba Wealth Management Inc | 11,050 | $984k | Jun 30, 2019 | Jul 31, 2019 | |
| Bigelow Investment Advisors LLC | 10,465 | $933k | Jun 30, 2019 | Jul 17, 2019 | |
| SVA Plumb Wealth Management LLC | 9,956 | $887k | Jun 30, 2019 | Aug 13, 2019 | |
| Alesco Advisors LLC | 9,426 | $840k | Jun 30, 2019 | Aug 14, 2019 | |
| Mckinley Carter Wealth Services Inc | 9,280 | $827k | Jun 30, 2019 | Aug 2, 2019 | |
| Cabana LLC | 9,494 | $822k | Jun 30, 2019 | Aug 9, 2019 | |
| Twin Focus Capital Partners LLC | 9,098 | $811k | Jun 30, 2019 | Aug 14, 2019 | |
| Nuance Investments LLC | 8,845 | $788k | Jun 30, 2019 | Aug 12, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 8,390 | $748k | Jun 30, 2019 | Aug 14, 2019 | |
| Ballew Advisors Inc | 7,436 | $670k | Jun 30, 2019 | Jul 17, 2019 | |
| Harbour Capital Advisors LLC | 7,255 | $647k | Jun 30, 2019 | Jul 10, 2019 | |
| FORD Financial Group Inc | 6,339 | $565k | Jun 30, 2019 | Jul 25, 2019 | |
| Foundations Investment Advisors LLC | 5,545 | $501k | Jun 30, 2019 | Jul 8, 2019 | |
| Cranbrook Wealth Management LLC | 5,464 | $487k | Jun 30, 2019 | Aug 7, 2019 | |
| Cohen Capital Management Inc | 5,346 | $476k | Jun 30, 2019 | Aug 7, 2019 | |
| Family Legacy Inc | 5,277 | $470k | Jun 30, 2019 | Jul 25, 2019 | |
| AFT Forsyth and Company Inc | 4,982 | $444k | Jun 30, 2019 | Jul 29, 2019 | |
| Northstar Wealth Partners LLC | 4,752 | $424k | Jun 30, 2019 | Aug 15, 2019 | |
| Evensky & KATZ LLC | 4,793 | $416k | Mar 31, 2019 | Aug 6, 2019 | |
| Allen Investment Management LLC | 4,493 | $400k | Jun 30, 2019 | Aug 12, 2019 | |
| Crestwood Advisors Group LLC | 4,460 | $398k | Jun 30, 2019 | Aug 14, 2019 | |
| Baker Ellis Asset Management LLC | 4,266 | $380k | Jun 30, 2019 | Aug 12, 2019 | |
| IRON Financial LLC | 4,362 | $379k | Jun 30, 2019 | Aug 2, 2019 | |
| EFG Asset Management Americas Corp | 3,933 | $351k | Jun 30, 2019 | Jul 9, 2019 | |
| Ancora Family Wealth Advisors LLC | 4,455 | $342k | Sep 30, 2016 | Nov 4, 2016 | |
| Stokes & Hubbell Capital Management LLC | 3,825 | $332k | Mar 31, 2019 | Apr 24, 2019 | |
| O'Brien Wealth Partners LLC | 3,497 | $316k | Jun 30, 2019 | Jul 8, 2019 | |
| Beese Fulmer Investment Management Inc | 3,478 | $310k | Jun 30, 2019 | Jul 5, 2019 | |
| Smith & Howard Wealth Management LLC | 3,330 | $297k | Jun 30, 2019 | Jul 23, 2019 | |
| Valmark Advisers Inc | 3,284 | $293k | Jun 30, 2019 | Aug 7, 2019 | |
| Northwest Wealth Management LLC | 2,831 | $252k | Jun 30, 2019 | Jul 23, 2019 | |
| Johanson Financial Advisors Inc | 2,616 | $233k | Jun 30, 2019 | Jul 29, 2019 | |
| Ballast Inc | 2,504 | $223k | Jun 30, 2019 | Jul 26, 2019 | |
| Middleton & Company Inc | 2,401 | $214k | Jun 30, 2019 | Jul 25, 2019 | |
| Oarsman Capital Inc | 2,334 | $208k | Jun 30, 2019 | Aug 13, 2019 | |
| Crescent Grove Advisors LLC | 2,248 | $200k | Jun 30, 2019 | Aug 6, 2019 | |
| Emerald Investment Partners LLC | 962 | $86k | Jun 30, 2019 | Aug 12, 2019 | |
| Barrett Asset Management LLC | 825 | $74k | Jun 30, 2019 | Aug 5, 2019 | |
| Jackson Grant Investment Advisers Inc | 745 | $66k | Jun 30, 2019 | Aug 13, 2019 | |
| Permanens Capital LP | 649 | $58k | Jun 30, 2019 | Aug 9, 2019 | |
| First Manhattan Co | 634 | $56k | Jun 30, 2019 | Aug 16, 2019 | |
| SYM Financial Corporation | 460 | $41k | Jun 30, 2019 | Jul 29, 2019 | |
| Litman Gregory Asset Management LLC | 416 | $37k | Jun 30, 2019 | Jul 31, 2019 | |
| Biltmore Family Office LLC | 310 | $28k | Jun 30, 2019 | Jul 31, 2019 | |
| Transamerica Financial Advisors Inc | 16 | $2k | Jun 30, 2019 | Aug 21, 2019 |