ISHARES TR
(464287549)
Funds Reporting Holdings of ISHARES TR according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Destination Wealth Management | 221,094 | $47,679k | Jun 30, 2019 | Jul 19, 2019 | |
Signature Estate & Investment Advisors LLC | 195,402 | $42,138k | Jun 30, 2019 | Aug 1, 2019 | |
Bingham Osborn & Scarborough LLC | 40,839 | $8,807k | Jun 30, 2019 | Aug 2, 2019 | |
The Mathes Company Inc | 36,545 | $7,881k | Jun 30, 2019 | Jul 29, 2019 | |
White Lighthouse Investment Management Inc | 24,464 | $5,276k | Jun 30, 2019 | Jul 31, 2019 | |
Cambridge Investment Research Advisors Inc | 15,332 | $3,306k | Jun 30, 2019 | Aug 15, 2019 | |
Private Asset Management Inc | 11,588 | $2,499k | Jun 30, 2019 | Aug 14, 2019 | |
Financial Asset Management Corp | 11,588 | $2,499k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Corporation | 11,588 | $2,499k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Group Inc | 11,588 | $2,499k | Jun 30, 2019 | Aug 14, 2019 | |
Trust Asset Management LLC | 11,588 | $2,499k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Group Investment Corp | 11,588 | $2,499k | Jun 30, 2019 | Aug 14, 2019 | |
Barometer Capital Management Inc | 10,500 | $2,264k | Jun 30, 2019 | Aug 13, 2019 | |
AFT Forsyth and Company Inc | 10,321 | $2,226k | Jun 30, 2019 | Jul 29, 2019 | |
Carnick & Kubik Group LLC | 8,374 | $1,806k | Jun 30, 2019 | Jul 30, 2019 | |
Meridian Investment Counsel Inc | 7,050 | $1,520k | Jun 30, 2019 | Aug 13, 2019 | |
Fifth Third Securities Inc | 6,406 | $1,381k | Jun 30, 2019 | Jul 30, 2019 | |
Wespac Advisors LLC | 4,963 | $1,070k | Jun 30, 2019 | Jul 23, 2019 | |
Jaffetilchin Investment Partners LLC | 4,909 | $1,059k | Jun 30, 2019 | Aug 13, 2019 | |
Legacy Financial Strategies LLC | 3,254 | $727k | Jun 30, 2019 | Jul 15, 2019 | |
The Family FIRM Inc | 3,030 | $653k | Jun 30, 2019 | Aug 6, 2019 | |
Clifford SWAN Investment Counsel LLC | 2,850 | $615k | Jun 30, 2019 | Aug 13, 2019 | |
HIGH Falls Advisors Inc | 2,150 | $464k | Jun 30, 2019 | Aug 15, 2019 | |
Tufton Capital Management LLC | 2,000 | $431k | Jun 30, 2019 | Jul 26, 2019 | |
1919 Investment Counsel LLC | 3,400 | $333k | Sep 30, 2014 | Nov 14, 2014 | |
The Bollard Group LLC | 1,469 | $317k | Jun 30, 2019 | Aug 13, 2019 | |
Polaris Greystone Financial Group LLC | 1,375 | $301k | Jun 30, 2019 | Jul 25, 2019 | |
Sequoia Wealth Management LLC | 1,341 | $300k | Jun 30, 2019 | Aug 6, 2019 | |
ST Johns Investment Management Company LLC | 1,333 | $287k | Jun 30, 2019 | Jul 24, 2019 | |
Interactive Financial Advisors Inc | 1,291 | $278k | Jun 30, 2019 | Jul 17, 2019 | |
Northstar Asset Management Inc | 1,085 | $234k | Jun 30, 2019 | Jul 16, 2019 | |
Northstar Asset Management LLC | 1,085 | $234k | Jun 30, 2019 | Jul 16, 2019 | |
Sawgrass Asset Management LLC | 1,050 | $226k | Jun 30, 2019 | Jul 23, 2019 | |
Transamerica Financial Advisors Inc | 1 | $1k | Jun 30, 2019 | Aug 21, 2019 |