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 |