ISHARES
(464287556)
Funds Reporting Holdings of ISHARES according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Quattro Advisors LLC | 2,047 | $217,780k | Jun 30, 2019 | Jul 26, 2019 | |
Quattro Financial Advisors LLC | 2,047 | $217,780k | Jun 30, 2019 | Jul 26, 2019 | |
Baker Avenue Asset Management LP | 104,037 | $11,350k | Jun 30, 2019 | Aug 14, 2019 | |
Avondale Wealth Management LLC | 97,925 | $10,684k | Jun 30, 2019 | Jul 26, 2019 | |
The Investment House LLC | 88,755 | $9,683k | Jun 30, 2019 | Aug 5, 2019 | |
Valicenti Advisory Services Inc | 78,815 | $8,599k | Jun 30, 2019 | Jul 17, 2019 | |
Cambridge Investment Research Advisors Inc | 74,695 | $8,149k | Jun 30, 2019 | Aug 15, 2019 | |
Baltimore-Washington Financial Advisors Inc | 68,298 | $7,451k | Jun 30, 2019 | Jul 25, 2019 | |
NTV Asset Management LLC | 61,497 | $6,709k | Jun 30, 2019 | Jul 29, 2019 | |
Dafna Capital Management LLC | 61,400 | $6,699k | Jun 30, 2019 | Aug 14, 2019 | |
Howard Capital Management Inc | 57,790 | $6,305k | Jun 30, 2019 | Jul 24, 2019 | |
Appleton Partners Inc | 54,314 | $5,926k | Jun 30, 2019 | Jul 25, 2019 | |
Folger Nolan Fleming Douglas Capital Management Inc | 53,726 | $5,862k | Jun 30, 2019 | Aug 9, 2019 | |
Ashfield Capital Partners LLC | 45,106 | $4,921k | Jun 30, 2019 | Jul 29, 2019 | |
Crescent Grove Advisors LLC | 44,994 | $4,909k | Jun 30, 2019 | Aug 6, 2019 | |
Wealthstreet Investment Advisors LLC | 43,157 | $4,708k | Jun 30, 2019 | Jul 16, 2019 | |
Chesley TAFT & Associates LLC | 39,156 | $4,272k | Jun 30, 2019 | Jul 10, 2019 | |
Bourgeon Capital Management LLC | 35,535 | $3,877k | Jun 30, 2019 | Jul 18, 2019 | |
Mcguire Investment Group LLC | 35,516 | $3,875k | Jun 30, 2019 | Jul 25, 2019 | |
Harbor Advisory Corporation | 34,976 | $3,816k | Jun 30, 2019 | Jul 30, 2019 | |
Harbor Investment Advisory LLC | 34,976 | $3,816k | Jun 30, 2019 | Jul 30, 2019 | |
KMS Financial Services Inc | 13,589 | $3,718k | Sep 30, 2014 | Nov 17, 2014 | |
CIM LLC | 33,851 | $3,693k | Jun 30, 2019 | Jul 22, 2019 | |
Cavalier Investments LLC | 31,263 | $3,411k | Jun 30, 2019 | Jul 31, 2019 | |
Lucas Capital Management LLC | 30,275 | $3,303k | Jun 30, 2019 | Jul 29, 2019 | |
The Fiduciary Group LLC | 30,074 | $3,281k | Jun 30, 2019 | Aug 14, 2019 | |
Rothschild Capital Partners LLC | 28,166 | $3,073k | Jun 30, 2019 | Jul 17, 2019 | |
Altavista Wealth Management Inc | 22,423 | $2,446k | Jun 30, 2019 | Aug 13, 2019 | |
Telos Capital Management Inc | 21,945 | $2,395k | Jun 30, 2019 | Jul 19, 2019 | |
First Light Asset Management LLC | 21,248 | $2,318k | Jun 30, 2019 | Aug 14, 2019 | |
BRAY Capital Advisors LLC | 20,427 | $2,229k | Jun 30, 2019 | Jul 29, 2019 | |
10-15 Associates Inc | 18,299 | $1,996k | Jun 30, 2019 | Aug 12, 2019 | |
Spears Abacus Advisors LLC | 15,564 | $1,698k | Jun 30, 2019 | Aug 9, 2019 | |
BTR Capital Management Inc | 14,783 | $1,613k | Jun 30, 2019 | Jul 18, 2019 | |
Windham Capital Management LLC | 14,700 | $1,604k | Jun 30, 2019 | Aug 14, 2019 | |
Traynor Capital Management Inc | 14,541 | $1,595k | Jun 30, 2019 | Jul 26, 2019 | |
Torch Wealth Management LLC | 14,613 | $1,594k | Jun 30, 2019 | Aug 2, 2019 | |
New England Private Wealth Advisors LLC | 14,526 | $1,586k | Jun 30, 2019 | Aug 8, 2019 | |
White Lighthouse Investment Management Inc | 13,858 | $1,512k | Jun 30, 2019 | Jul 31, 2019 | |
Kayne Anderson Rudnick Investment Management LLC | 13,643 | $1,489k | Jun 30, 2019 | Aug 14, 2019 | |
Lehman Financial Resources Inc | 11,827 | $1,442k | Sep 30, 2018 | Nov 14, 2018 | |
Boston Research and Management Inc | 12,019 | $1,311k | Jun 30, 2019 | Aug 7, 2019 | |
Acropolis Investment Management LLC | 11,377 | $1,241k | Jun 30, 2019 | Jul 11, 2019 | |
The Family FIRM Inc | 10,352 | $1,129k | Jun 30, 2019 | Aug 6, 2019 | |
The Mathes Company Inc | 10,215 | $1,114k | Jun 30, 2019 | Jul 29, 2019 | |
Wiley Bros-Aintree Capital LLC | 8,880 | $969k | Jun 30, 2019 | Jul 10, 2019 | |
United Asset Strategies Inc | 8,822 | $962k | Jun 30, 2019 | Jul 31, 2019 | |
Kelman Lazarov Inc | 8,483 | $925k | Jun 30, 2019 | Jul 22, 2019 | |
Madden Advisory Services Inc | 7,720 | $842k | Jun 30, 2019 | Jul 22, 2019 | |
New Potomac Partners LLC | 7,565 | $825k | Jun 30, 2019 | Jul 26, 2019 | |
BECK Capital Management LLC | 7,462 | $814k | Jun 30, 2019 | Aug 14, 2019 | |
Shepherd Financial Partners LLC | 7,280 | $794k | Jun 30, 2019 | Aug 5, 2019 | |
Vivaldi Capital Management LLC | 7,222 | $788k | Jun 30, 2019 | Aug 14, 2019 | |
Harbour Capital Advisors LLC | 6,964 | $760k | Jun 30, 2019 | Jul 10, 2019 | |
Eagle Global Advisors LLC | 6,585 | $718k | Jun 30, 2019 | Aug 13, 2019 | |
Fernwood Investment Management LLC | 6,346 | $692k | Jun 30, 2019 | Aug 1, 2019 | |
Modera Wealth Management LLC | 6,341 | $692k | Jun 30, 2019 | Aug 7, 2019 | |
Northstar Wealth Partners LLC | 6,062 | $661k | Jun 30, 2019 | Aug 15, 2019 | |
Apriem Advisors | 5,985 | $653k | Jun 30, 2019 | Aug 14, 2019 | |
The Northstar Group Inc | 5,963 | $651k | Jun 30, 2019 | Jul 12, 2019 | |
Northstar Company LLC | 5,963 | $651k | Jun 30, 2019 | Jul 12, 2019 | |
Blue FIN Capital Inc | 5,748 | $627k | Jun 30, 2019 | Jul 22, 2019 | |
Venturi Wealth Management LLC | 5,705 | $622k | Jun 30, 2019 | Aug 7, 2019 | |
ELM Advisors LLC | 5,626 | $614k | Jun 30, 2019 | Jul 3, 2019 | |
Thomas J Herzfeld Advisors Inc | 5,550 | $606k | Jun 30, 2019 | Aug 13, 2019 | |
The WEIL Company | 5,310 | $579k | Jun 30, 2019 | Aug 12, 2019 | |
Shoker Investment Counsel Inc | 5,128 | $559k | Jun 30, 2019 | Aug 9, 2019 | |
American Financial Network Advisory Services LLC | 4,435 | $476k | Jun 30, 2019 | Aug 9, 2019 | |
AFT Forsyth and Company Inc | 4,149 | $453k | Jun 30, 2019 | Jul 29, 2019 | |
Cornerstone Advisory LLC | 4,150 | $453k | Jun 30, 2019 | Aug 8, 2019 | |
Northstar Asset Management Inc | 4,135 | $451k | Jun 30, 2019 | Jul 16, 2019 | |
Northstar Asset Management LLC | 4,135 | $451k | Jun 30, 2019 | Jul 16, 2019 | |
Baldwin Investment Management LLC | 3,850 | $420k | Jun 30, 2019 | Aug 6, 2019 | |
Neumann Capital Management LLC | 3,658 | $399k | Jun 30, 2019 | Jul 25, 2019 | |
Evanson Asset Management LLC | 3,627 | $396k | Jun 30, 2019 | Jul 11, 2019 | |
Diligent Investors LLC | 3,501 | $382k | Jun 30, 2019 | Aug 1, 2019 | |
Marco Investment Management LLC | 3,095 | $338k | Jun 30, 2019 | Aug 6, 2019 | |
Beacon Investment Advisory Services Inc | 2,956 | $322k | Jun 30, 2019 | Aug 7, 2019 | |
Castle Rock Wealth Management LLC | 2,807 | $311k | Jun 30, 2019 | Aug 8, 2019 | |
Carret Asset Management LLC | 2,846 | $310k | Jun 30, 2019 | Aug 12, 2019 | |
Blue CHIP Wealth Management Inc | 2,830 | $309k | Jun 30, 2019 | Aug 13, 2019 | |
Ancora Family Wealth Advisors LLC | 1,064 | $308k | Sep 30, 2016 | Nov 4, 2016 | |
Cypress Wealth Services LLC | 2,772 | $302k | Jun 30, 2019 | Jul 24, 2019 | |
Buckley Wealth Management LLC | 2,700 | $295k | Jun 30, 2019 | Jul 19, 2019 | |
Klingenstein Fields & Co LLC | 2,680 | $292k | Jun 30, 2019 | Aug 12, 2019 | |
Interocean Capital LLC | 2,625 | $286k | Jun 30, 2019 | Aug 13, 2019 | |
Waters Parkerson & Co LLC | 2,511 | $274k | Jun 30, 2019 | Aug 6, 2019 | |
Broadleaf Partners LLC | 2,509 | $274k | Jun 30, 2019 | Jul 19, 2019 | |
Solstein Capital LLC | 2,480 | $271k | Jun 30, 2019 | Aug 12, 2019 | |
Aldebaran Financial Inc | 2,450 | $267k | Jun 30, 2019 | Aug 14, 2019 | |
Global Endowment Management LP | 2,450 | $267k | Jun 30, 2019 | Aug 12, 2019 | |
Pictet North America Advisors SA | 2,400 | $262k | Jun 30, 2019 | Aug 7, 2019 | |
Private Wealth Advisors Inc | 2,341 | $255k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Inc | 2,341 | $255k | Jun 30, 2019 | Aug 7, 2019 | |
Private Wealth Advisors LLC | 2,341 | $255k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Group LLC | 2,341 | $255k | Jun 30, 2019 | Aug 7, 2019 | |
Pratt Collard Advisory Partners LLC | 2,325 | $254k | Jun 30, 2019 | Jul 16, 2019 | |
Oak Grove Capital LLC | 2,300 | $251k | Jun 30, 2019 | Aug 9, 2019 | |
LVW Advisors LLC | 2,035 | $222k | Jun 30, 2019 | Aug 14, 2019 | |
Wellington Shields & Co LLC | 2,017 | $220k | Jun 30, 2019 | Aug 8, 2019 | |
LLBH Private Wealth Management LLC | 1,950 | $213k | Jun 30, 2019 | Aug 13, 2019 | |
Private Asset Management Inc | 1,899 | $207k | Jun 30, 2019 | Aug 14, 2019 | |
Financial Asset Management Corp | 1,899 | $207k | Jun 30, 2019 | Aug 14, 2019 | |
Hartline Investment Corp | 1,893 | $207k | Jun 30, 2019 | Aug 8, 2019 | |
Asset Management Corporation | 1,899 | $207k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Group Inc | 1,899 | $207k | Jun 30, 2019 | Aug 14, 2019 | |
Crow Point Partners LLC | 1,900 | $207k | Jun 30, 2019 | Aug 14, 2019 | |
Trust Asset Management LLC | 1,899 | $207k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Group Investment Corp | 1,899 | $207k | Jun 30, 2019 | Aug 14, 2019 | |
STA Wealth Management LLC | 1,868 | $204k | Jun 30, 2019 | Aug 14, 2019 | |
Chatham Capital Group Inc | 1,854 | $202k | Jun 30, 2019 | Jul 24, 2019 | |
Shepherd Kaplan Krochuk LLC | 1,856 | $202k | Jun 30, 2019 | Aug 12, 2019 | |
Summit Financial Group Inc | 1,800 | $196k | Jun 30, 2019 | Jul 3, 2019 | |
Summit Financial LLC | 1,800 | $196k | Jun 30, 2019 | Jul 3, 2019 | |
Barrett Asset Management LLC | 1,680 | $183k | Jun 30, 2019 | Aug 5, 2019 | |
Biltmore Family Office LLC | 1,425 | $155k | Jun 30, 2019 | Jul 31, 2019 | |
The Bollard Group LLC | 1,179 | $129k | Jun 30, 2019 | Aug 13, 2019 | |
Lejeune Puetz Investment Counsel | 980 | $107k | Jun 30, 2019 | Jul 29, 2019 | |
Intercontinental Wealth Advisors LLC | 580 | $63k | Jun 30, 2019 | Aug 2, 2019 | |
Family Management Corporation | 502 | $55k | Jun 30, 2019 | Aug 14, 2019 | |
Vestor Capital LLC | 415 | $45k | Jun 30, 2019 | Aug 6, 2019 | |
First Manhattan Co | 100 | $10k | Jun 30, 2019 | Aug 16, 2019 | |
Secrest Blakey & Associates LLC | 80 | $9k | Jun 30, 2019 | Aug 13, 2019 | |
Armor Investment Advisors LLC | 67 | $7k | Jun 30, 2019 | Aug 13, 2019 | |
Armor Advisors LLC | 67 | $7k | Jun 30, 2019 | Aug 13, 2019 | |
Colonial Trust Advisors Inc | 50 | $5k | Jun 30, 2019 | Aug 21, 2019 | |
Emerald Investment Partners LLC | 25 | $3k | Jun 30, 2019 | Aug 12, 2019 | |
SYM Financial Corporation | 20 | $2k | Jun 30, 2019 | Jul 29, 2019 |