investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best
Nothings Found.

ISHARES TR RUS MD CP GR ETF
(464287481)

Funds Reporting Holdings of ISHARES TR RUS MD CP GR ETF according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Retirement Income Solutions Inc 2,916 $416,000k Jun 30, 2019 Jul 23, 2019
Stephens Group Asset Management LLC 801,790 $114,327k Jun 30, 2019 Jul 15, 2019
Churchill Management Corp 448,773 $63,990k Jun 30, 2019 Jul 10, 2019
Sawtooth Solutions LLC 236,748 $33,758k Jun 30, 2019 Aug 8, 2019
Polaris Greystone Financial Group LLC 215,272 $30,965k Jun 30, 2019 Jul 25, 2019
Northrock Partners LLC 152,597 $21,771k Jun 30, 2019 Aug 12, 2019
Cambridge Investment Research Advisors Inc 124,930 $17,814k Jun 30, 2019 Aug 15, 2019
Badgley Phelps and Bell Inc 121,684 $17,351k Jun 30, 2019 Jul 30, 2019
Bishop & Company Investment Management LLC 109,468 $15,609k Jun 30, 2019 Aug 9, 2019
Accredited Investors Inc 103,157 $14,709k Jun 30, 2019 Aug 13, 2019
The Genwealth Group Inc 97,850 $14,098k Jun 30, 2019 Jul 10, 2019
JMG Financial Group Ltd 89,951 $12,826k Jun 30, 2019 Aug 2, 2019
Stearns Financial Services Group Inc 69,059 $9,847k Jun 30, 2019 Aug 14, 2019
KARP Capital Management Corporation 56,506 $8,057k Jun 30, 2019 Aug 8, 2019
Connecticut Wealth Management LLC 51,743 $7,378k Jun 30, 2019 Jul 29, 2019
RNC Capital Management LLC 48,533 $6,920k Jun 30, 2019 Jul 25, 2019
Crescent Grove Advisors LLC 42,333 $6,036k Jun 30, 2019 Aug 6, 2019
Barrett Asset Management LLC 39,060 $5,570k Jun 30, 2019 Aug 5, 2019
Insight 2811 Inc 38,187 $5,548k Jun 30, 2019 Jul 9, 2019
Huntington Steele LLC 44,968 $5,529k Mar 31, 2018 Apr 18, 2018
GHP Investment Advisors Inc 38,378 $5,472k Jun 30, 2019 Aug 2, 2019
FORD Financial Group Inc 35,928 $5,123k Jun 30, 2019 Jul 25, 2019
Tocqueville Asset Management LP 30,884 $4,404k Jun 30, 2019 Jul 31, 2019
Foundations Investment Advisors LLC 23,552 $3,422k Jun 30, 2019 Jul 8, 2019
Fifth Third Securities Inc 23,785 $3,391k Jun 30, 2019 Jul 30, 2019
Fundx Investment Group LLC 22,376 $3,191k Jun 30, 2019 Aug 5, 2019
The Mathes Company Inc 19,415 $2,768k Jun 30, 2019 Jul 29, 2019
Midwest Professional Planners Ltd 18,368 $2,619k Jun 30, 2019 Aug 12, 2019
Lejeune Puetz Investment Counsel 14,260 $2,033k Jun 30, 2019 Jul 29, 2019
Mckinley Carter Wealth Services Inc 14,203 $2,025k Jun 30, 2019 Aug 2, 2019
CAMG Solamere Management LLC 14,116 $2,012k Jun 30, 2019 Aug 13, 2019
Calamos Wealth Management LLC 12,930 $1,844k Jun 30, 2019 Aug 7, 2019
Personal Resources Investment and Strategic Management Inc 12,655 $1,804k Jun 30, 2019 Aug 6, 2019
Transamerica Financial Advisors Inc 11,780 $1,680k Jun 30, 2019 Aug 21, 2019
Adviceperiod LLC 10,471 $1,493k Jun 30, 2019 Jul 22, 2019
IMS Capital Management Inc 9,763 $1,392k Jun 30, 2019 Aug 14, 2019
BHK Investment Advisors LLC 9,285 $1,324k Jun 30, 2019 Aug 2, 2019
Carnick & Kubik Group LLC 8,899 $1,269k Jun 30, 2019 Jul 30, 2019
Cranbrook Wealth Management LLC 8,367 $1,193k Jun 30, 2019 Aug 7, 2019
Broadleaf Partners LLC 8,349 $1,190k Jun 30, 2019 Jul 19, 2019
Brickley Wealth Management 8,084 $1,153k Jun 30, 2019 Aug 9, 2019
Kayne Anderson Rudnick Investment Management LLC 7,624 $1,088k Jun 30, 2019 Aug 14, 2019
Financial Advisory Service Inc 7,428 $1,059k Jun 30, 2019 Jul 25, 2019
Alesco Advisors LLC 7,150 $1,020k Jun 30, 2019 Aug 14, 2019
KMS Financial Services Inc 10,119 $894k Sep 30, 2014 Nov 17, 2014
Bluesky Wealth Advisors LLC 6,008 $857k Jun 30, 2019 Aug 5, 2019
Dimension Capital Management LLC 5,500 $784k Jun 30, 2019 Aug 12, 2019
Washington Capital Management Inc 5,450 $777k Jun 30, 2019 Aug 7, 2019
AFT Forsyth and Company Inc 5,373 $766k Jun 30, 2019 Jul 29, 2019
Cahaba Wealth Management Inc 4,367 $622k Jun 30, 2019 Jul 31, 2019
SNOW Capital Management LP 4,180 $596k Jun 30, 2019 Aug 13, 2019
Gilbert & COOK Inc 4,015 $572k Jun 30, 2019 Aug 5, 2019
United Asset Strategies Inc 3,972 $566k Jun 30, 2019 Jul 31, 2019
Harbour Capital Advisors LLC 3,865 $551k Jun 30, 2019 Jul 10, 2019
Cohen Capital Management Inc 3,801 $542k Jun 30, 2019 Aug 7, 2019
Shepherd Kaplan Krochuk LLC 3,802 $542k Jun 30, 2019 Aug 12, 2019
Rossmore Private Capital LLC 3,517 $501k Jun 30, 2019 Aug 5, 2019
Allen Investment Management LLC 2,969 $423k Jun 30, 2019 Aug 12, 2019
Signet Financial Management LLC 2,789 $414k Jun 30, 2019 Aug 13, 2019
Liberty Capital Management Inc 2,893 $413k Jun 30, 2019 Jul 15, 2019
IRON Financial LLC 2,603 $353k Jun 30, 2019 Aug 2, 2019
SVA Plumb Wealth Management LLC 2,348 $335k Jun 30, 2019 Aug 13, 2019
PURE Financial Advisors Inc 2,331 $332k Jun 30, 2019 Jul 11, 2019
Horizon Investment Services LLC 2,291 $327k Jun 30, 2019 Aug 13, 2019
Horizon Financial Services LLC 2,291 $327k Jun 30, 2019 Aug 13, 2019
Armor Investment Advisors LLC 2,250 $321k Jun 30, 2019 Aug 13, 2019
Armor Advisors LLC 2,250 $321k Jun 30, 2019 Aug 13, 2019
The Fiduciary Group LLC 2,215 $316k Jun 30, 2019 Aug 14, 2019
Middleton & Company Inc 2,050 $292k Jun 30, 2019 Jul 25, 2019
Pagnatokarp Partners LLC 2,024 $289k Jun 30, 2019 Aug 8, 2019
Northstar Wealth Partners LLC 2,000 $285k Jun 30, 2019 Aug 15, 2019
HIGH Falls Advisors Inc 1,914 $273k Jun 30, 2019 Aug 15, 2019
Financial Life Advisors LLC 1,862 $266k Jun 30, 2019 Jul 29, 2019
Private Vista LLC 1,807 $258k Jun 30, 2019 Jul 19, 2019
NTV Asset Management LLC 1,800 $257k Jun 30, 2019 Jul 29, 2019
HUGH Johnson Advisors LLC 1,794 $256k Jun 30, 2019 Aug 6, 2019
Northwest Wealth Management LLC 1,780 $254k Jun 30, 2019 Jul 23, 2019
Valmark Advisers Inc 1,768 $252k Jun 30, 2019 Aug 7, 2019
Intersect Capital LLC 1,718 $245k Jun 30, 2019 Aug 9, 2019
Harborview Advisors LLC 1,706 $243k Jun 30, 2019 Aug 7, 2019
Gratus Capital LLC 1,657 $236k Jun 30, 2019 Aug 7, 2019
Fernwood Investment Management LLC 1,603 $229k Jun 30, 2019 Aug 1, 2019
Bourgeon Capital Management LLC 1,558 $222k Jun 30, 2019 Jul 18, 2019
White Lighthouse Investment Management Inc 1,545 $220k Jun 30, 2019 Jul 31, 2019
Mastrapasqua Asset Management Inc 1,483 $211k Jun 30, 2019 Aug 12, 2019
Oarsman Capital Inc 1,428 $204k Jun 30, 2019 Aug 13, 2019
Evensky & KATZ LLC 770 $104k Mar 31, 2019 Aug 6, 2019
Biltmore Family Office LLC 500 $71k Jun 30, 2019 Jul 31, 2019
Permanens Capital LP 422 $60k Jun 30, 2019 Aug 9, 2019
Jackson Grant Investment Advisers Inc 407 $58k Jun 30, 2019 Aug 13, 2019
SYM Financial Corporation 334 $48k Jun 30, 2019 Jul 29, 2019
Emerald Investment Partners LLC 291 $41k Jun 30, 2019 Aug 12, 2019
Spectrum Management Group Inc 100 $14k Jun 30, 2019 Aug 2, 2019
Spectrum Group Management LLC 100 $14k Jun 30, 2019 Aug 2, 2019
The RICE Partnership LLC 94 $13k Jun 30, 2019 Jul 25, 2019

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.


Recently Searched Firms

Please note: Search data is accumulated by 3rd party and refreshed once per day.

Copyright © 2023 by InvestingReview.org / All Rights Reserved.