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

ISHARES TR RUS MID CAP ETF
(464287499)

Funds Reporting Holdings of ISHARES TR RUS MID CAP ETF according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Retirement Income Solutions Inc 9,750 $545,000k Jun 30, 2019 Jul 23, 2019
Millburn Ridgefield Corporation 1,772,753 $99,044k Jun 30, 2019 Jul 18, 2019
JMG Financial Group Ltd 1,188,338 $66,392k Jun 30, 2019 Aug 2, 2019
Gilbert & COOK Inc 725,237 $40,519k Jun 30, 2019 Aug 5, 2019
Round Table Services LLC 397,489 $22,208k Jun 30, 2019 Jul 17, 2019
Badgley Phelps and Bell Inc 369,180 $20,626k Jun 30, 2019 Jul 30, 2019
Stillwater Investment Management LLC 367,454 $20,530k Jun 30, 2019 Jul 3, 2019
Cambridge Investment Research Advisors Inc 219,126 $12,243k Jun 30, 2019 Aug 15, 2019
Kayne Anderson Rudnick Investment Management LLC 198,141 $11,084k Jun 30, 2019 Aug 14, 2019
Transamerica Financial Advisors Inc 184,997 $10,336k Jun 30, 2019 Aug 21, 2019
Churchill Management Corp 175,996 $9,833k Jun 30, 2019 Jul 10, 2019
Baltimore-Washington Financial Advisors Inc 167,067 $9,334k Jun 30, 2019 Jul 25, 2019
Sigma Investment Counselors Inc 154,221 $8,616k Jun 30, 2019 Jul 23, 2019
Confluence Wealth Management LLC 136,719 $7,638k Jun 30, 2019 Aug 9, 2019
Fulcrum Capital LLC 132,424 $7,399k Jun 30, 2019 Jul 29, 2019
Sonata Capital Group Inc 129,626 $7,242k Jun 30, 2019 Aug 5, 2019
Folger Nolan Fleming Douglas Capital Management Inc 124,123 $6,935k Jun 30, 2019 Aug 9, 2019
Fifth Third Securities Inc 116,275 $6,496k Jun 30, 2019 Jul 30, 2019
STA Wealth Management LLC 104,708 $5,850k Jun 30, 2019 Aug 14, 2019
Acropolis Investment Management LLC 93,900 $5,246k Jun 30, 2019 Jul 11, 2019
Rossmore Private Capital LLC 91,266 $5,099k Jun 30, 2019 Aug 5, 2019
Huntington Steele LLC 24,495 $5,057k Mar 31, 2018 Apr 18, 2018
Cahaba Wealth Management Inc 88,671 $4,954k Jun 30, 2019 Jul 31, 2019
Aristotle Capital Boston LLC 86,618 $4,839k Jun 30, 2019 Aug 14, 2019
Madden Advisory Services Inc 77,220 $4,314k Jun 30, 2019 Jul 22, 2019
Cahill Financial Advisors Inc 75,497 $4,219k Jun 30, 2019 Aug 14, 2019
Middleton & Company Inc 59,895 $3,346k Jun 30, 2019 Jul 25, 2019
ELM Advisors LLC 59,493 $3,324k Jun 30, 2019 Jul 3, 2019
Dearborn Capital Management LLC 13,790 $3,041k Sep 30, 2018 Nov 1, 2018
Phillips Financial Management LLC 53,869 $3,033k Jun 30, 2019 Aug 6, 2019
Intersect Capital LLC 52,751 $2,947k Jun 30, 2019 Aug 9, 2019
Adviceperiod LLC 51,028 $2,851k Jun 30, 2019 Jul 22, 2019
New England Private Wealth Advisors LLC 48,525 $2,711k Jun 30, 2019 Aug 8, 2019
Conservest Capital Advisors Inc 47,013 $2,627k Jun 30, 2019 Jul 10, 2019
Carret Asset Management LLC 45,078 $2,519k Jun 30, 2019 Aug 12, 2019
ST Johns Investment Management Company LLC 43,136 $2,410k Jun 30, 2019 Jul 24, 2019
Mckinley Carter Wealth Services Inc 42,064 $2,350k Jun 30, 2019 Aug 2, 2019
CAMG Solamere Management LLC 41,242 $2,301k Jun 30, 2019 Aug 13, 2019
Private Asset Management Inc 40,524 $2,264k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 40,524 $2,264k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 40,524 $2,264k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 40,524 $2,264k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 40,524 $2,264k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 40,524 $2,264k Jun 30, 2019 Aug 14, 2019
Founders Financial Securities LLC 38,426 $2,147k Jun 30, 2019 Jul 22, 2019
Gilman Hill Asset Management LLC 36,192 $2,022k Jun 30, 2019 Jul 17, 2019
Elgethun Capital Management 35,396 $1,978k Jun 30, 2019 Aug 8, 2019
Chesley TAFT & Associates LLC 34,200 $1,911k Jun 30, 2019 Jul 10, 2019
AFT Forsyth and Company Inc 32,620 $1,822k Jun 30, 2019 Jul 29, 2019
Evensky & KATZ LLC 32,638 $1,760k Mar 31, 2019 Aug 6, 2019
Vivaldi Capital Management LLC 28,584 $1,597k Jun 30, 2019 Aug 14, 2019
Abbrea Capital LLC 27,816 $1,554k Jun 30, 2019 Jul 31, 2019
Dimeo Schneider & Associates LLC 27,707 $1,548k Jun 30, 2019 Aug 13, 2019
Highland Private Wealth Management 26,956 $1,506k Jun 30, 2019 Aug 13, 2019
Smith & Howard Wealth Management LLC 23,735 $1,326k Jun 30, 2019 Jul 23, 2019
Private Vista LLC 23,049 $1,287k Jun 30, 2019 Jul 19, 2019
Hapanowicz & Associates Financial Services Inc 21,248 $1,180k Jun 30, 2019 Jul 29, 2019
BTR Capital Management Inc 21,040 $1,176k Jun 30, 2019 Jul 18, 2019
Waters Parkerson & Co LLC 20,303 $1,134k Jun 30, 2019 Aug 6, 2019
Wells Trecaso Financial Group LLC 18,860 $1,054k Jun 30, 2019 Jul 22, 2019
The Rikoon Group LLC 18,360 $1,026k Jun 30, 2019 Aug 6, 2019
American Investment Services Inc 18,196 $1,017k Jun 30, 2019 Aug 6, 2019
Armor Investment Advisors LLC 17,560 $981k Jun 30, 2019 Aug 13, 2019
Armor Advisors LLC 17,560 $981k Jun 30, 2019 Aug 13, 2019
Litman Gregory Asset Management LLC 17,128 $957k Jun 30, 2019 Jul 31, 2019
Ballew Advisors Inc 16,764 $956k Jun 30, 2019 Jul 17, 2019
The Fiduciary Group LLC 16,992 $949k Jun 30, 2019 Aug 14, 2019
Alley Company LLC 16,945 $947k Jun 30, 2019 Jul 30, 2019
Financial Advisory Service Inc 16,636 $929k Jun 30, 2019 Jul 25, 2019
Parthenon LLC 15,703 $877k Jun 30, 2019 Jul 29, 2019
Bluesky Wealth Advisors LLC 15,524 $867k Jun 30, 2019 Aug 5, 2019
Twin Focus Capital Partners LLC 15,013 $839k Jun 30, 2019 Aug 14, 2019
Foster Dykema Cabot & Co Incorporated 14,613 $816k Jun 30, 2019 Aug 6, 2019
Valmark Advisers Inc 14,537 $812k Jun 30, 2019 Aug 7, 2019
The Mathes Company Inc 12,801 $715k Jun 30, 2019 Jul 29, 2019
American Financial Network Advisory Services LLC 12,893 $714k Jun 30, 2019 Aug 9, 2019
Wealth and Pension Services Group Inc 12,548 $701k Jun 30, 2019 Aug 15, 2019
Crossvault Capital Management LLC 12,253 $685k Jun 30, 2019 Jul 19, 2019
KMS Financial Services Inc 4,181 $662k Sep 30, 2014 Nov 17, 2014
RKL Wealth Management LLC 11,080 $620k Jun 30, 2019 Aug 2, 2019
Northstar Wealth Partners LLC 10,994 $614k Jun 30, 2019 Aug 15, 2019
Ironwood Wealth Management LLC 10,787 $603k Jun 30, 2019 Aug 14, 2019
Biltmore Family Office LLC 10,720 $599k Jun 30, 2019 Jul 31, 2019
SFMG LLC 10,264 $589k Jun 30, 2019 Aug 5, 2019
The Retirement Planning Group Inc 10,080 $563k Jun 30, 2019 Jul 25, 2019
Seizert Capital Partners LLC 9,865 $551k Jun 30, 2019 Aug 6, 2019
Harbour Capital Advisors LLC 9,700 $542k Jun 30, 2019 Jul 10, 2019
Modera Wealth Management LLC 9,625 $538k Jun 30, 2019 Aug 7, 2019
Choate Investment Advisors LLC 9,456 $528k Jun 30, 2019 Aug 14, 2019
F3Logic LLC 9,431 $526k Jun 30, 2019 Aug 2, 2019
COE Capital Management LLC 9,160 $512k Jun 30, 2019 Aug 14, 2019
Strategic Financial Group LLC 8,808 $492k Jun 30, 2019 Jul 29, 2019
Strategic International Limited 8,808 $492k Jun 30, 2019 Jul 29, 2019
LGL Partners LLC 8,654 $484k Jun 30, 2019 Aug 14, 2019
CIM LLC 8,599 $480k Jun 30, 2019 Jul 22, 2019
REDW Stanley Financial Advisors LLC 8,500 $475k Jun 30, 2019 Aug 9, 2019
Windsor Capital Management LLC 7,598 $424k Jun 30, 2019 Aug 2, 2019
S & Co Inc 7,456 $417k Jun 30, 2019 Jul 23, 2019
Altavista Wealth Management Inc 7,200 $402k Jun 30, 2019 Aug 13, 2019
Financial Life Advisors LLC 6,879 $384k Jun 30, 2019 Jul 29, 2019
Sequoia Wealth Management LLC 6,510 $369k Jun 30, 2019 Aug 6, 2019
Lakeview Capital Partners LLC 6,501 $363k Jun 30, 2019 Aug 5, 2019
Crescent Grove Advisors LLC 6,452 $360k Jun 30, 2019 Aug 6, 2019
Segment Wealth Management LLC 6,281 $351k Jun 30, 2019 Jul 29, 2019
Neumann Capital Management LLC 6,174 $345k Jun 30, 2019 Jul 25, 2019
Ancora Family Wealth Advisors LLC 1,948 $340k Sep 30, 2016 Nov 4, 2016
E & G Advisors LP 6,000 $335k Jun 30, 2019 Jul 12, 2019
CPWM LLC 5,749 $321k Jun 30, 2019 Aug 2, 2019
1919 Investment Counsel LLC 2,016 $320k Sep 30, 2014 Nov 14, 2014
The Bollard Group LLC 5,685 $318k Jun 30, 2019 Aug 13, 2019
Jordan Park Group LLC 5,629 $314k Jun 30, 2019 Jul 22, 2019
FORT Point Capital Partners LLC 5,593 $312k Jun 30, 2019 Aug 9, 2019
FORT PITT Capital Group LLC 5,543 $310k Jun 30, 2019 Aug 9, 2019
Baker Ellis Asset Management LLC 5,476 $306k Jun 30, 2019 Aug 12, 2019
Shepherd Kaplan Krochuk LLC 5,438 $304k Jun 30, 2019 Aug 12, 2019
Providence Wealth Advisors LLC 4,892 $275k Jun 30, 2019 Jul 22, 2019
Paragon Wealth Strategies LLC 4,866 $272k Jun 30, 2019 Jul 17, 2019
Leonard Rickey Investment Advisors PLLC 4,848 $271k Jun 30, 2019 Jul 10, 2019
KCS Wealth Advisory LLC 4,740 $265k Jun 30, 2019 Jul 29, 2019
Barrett Asset Management LLC 4,696 $262k Jun 30, 2019 Aug 5, 2019
Baldwin Investment Management LLC 4,600 $257k Jun 30, 2019 Aug 6, 2019
West Oak Capital LLC 4,600 $257k Jun 30, 2019 Jul 12, 2019
Alexandria Capital LLC 4,522 $253k Jun 30, 2019 Aug 12, 2019
Howland Capital Management LLC 4,300 $240k Jun 30, 2019 Jul 17, 2019
Willow Creek Wealth Management Inc 4,273 $239k Jun 30, 2019 Jul 22, 2019
Blankinship & Foster LLC 4,109 $230k Jun 30, 2019 Jul 30, 2019
Calamos Wealth Management LLC 4,076 $228k Jun 30, 2019 Aug 7, 2019
Accredited Investors Inc 4,021 $225k Jun 30, 2019 Aug 13, 2019
Obermeyer WOOD Investment Counsel LLLP 3,940 $220k Jun 30, 2019 Aug 13, 2019
Pecaut & Co 3,880 $217k Jun 30, 2019 Aug 8, 2019
Patton Albertson Miller Group LLC 3,891 $215k Jun 30, 2019 Aug 12, 2019
Plancorp LLC 3,825 $214k Jun 30, 2019 Aug 13, 2019
Front Barnett Associates LLC 3,800 $212k Jun 30, 2019 Aug 6, 2019
Birch Hill Investment Advisors LLC 3,620 $202k Jun 30, 2019 Jul 22, 2019
First Manhattan Co 3,248 $181k Jun 30, 2019 Aug 16, 2019
The Central Trust Bank 3,147 $176k Jun 30, 2019 Jul 16, 2019
Stearns Financial Services Group Inc 1,650 $92k Jun 30, 2019 Aug 14, 2019
Whitnell & Co 1,637 $91k Jun 30, 2019 Jul 16, 2019
Clear Perspective Advisors LLC 1,324 $74k Jun 30, 2019 Aug 12, 2019
Dividend Assets Capital LLC 900 $50k Jun 30, 2019 Jul 12, 2019
Capital Investment Counsel Inc 316 $18k Jun 30, 2019 Jul 26, 2019
Capital Counsel LLC 316 $18k Jun 30, 2019 Jul 26, 2019
Summit Financial Group Inc 300 $17k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 300 $17k Jun 30, 2019 Jul 3, 2019
Hirtle Callaghan & Co LLC 280 $16k Jun 30, 2019 Aug 13, 2019
Starboard Value LP 125,000 $16k Put Jun 30, 2019 Aug 14, 2019
Secrest Blakey & Associates LLC 268 $15k Jun 30, 2019 Aug 13, 2019
BRAY Capital Advisors LLC 240 $13k Jun 30, 2019 Jul 29, 2019
Family Management Corporation 200 $11k Jun 30, 2019 Aug 14, 2019
New Potomac Partners LLC 150 $8k Jun 30, 2019 Jul 26, 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.