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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
Trust Asset Management LLC 11,588 $2,499k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 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 Investment Corp 11,588 $2,499k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 11,588 $2,499k Jun 30, 2019 Aug 14, 2019
Private Asset Management Inc 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 LLC 1,085 $234k Jun 30, 2019 Jul 16, 2019
Northstar Asset Management Inc 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

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