ISHARES TR COHEN&ST RLTY
(464287564)
Funds Reporting Holdings of ISHARES TR COHEN&ST RLTY according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
LBMC Investment Advisors LLC | 186,012 | $20,954k | Jun 30, 2019 | Jul 18, 2019 | |
Envestnet Asset Management Inc | 172,768 | $19,462k | Jun 30, 2019 | Aug 2, 2019 | |
Arrow Investment Advisors LLC | 140,537 | $15,831k | Jun 30, 2019 | Aug 2, 2019 | |
Cambridge Investment Research Advisors Inc | 66,698 | $7,514k | Jun 30, 2019 | Aug 15, 2019 | |
Capital Planning Advisors LLC | 66,398 | $7,480k | Jun 30, 2019 | Aug 9, 2019 | |
Goldstein Munger + Associates | 60,546 | $6,821k | Jun 30, 2019 | Aug 2, 2019 | |
Twele Capital Management Inc | 59,853 | $6,742k | Jun 30, 2019 | Jul 18, 2019 | |
Private Asset Management Inc | 52,877 | $5,957k | Jun 30, 2019 | Aug 14, 2019 | |
Financial Asset Management Corp | 52,877 | $5,957k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Corporation | 52,877 | $5,957k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Group Inc | 52,877 | $5,957k | Jun 30, 2019 | Aug 14, 2019 | |
Trust Asset Management LLC | 52,877 | $5,957k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Group Investment Corp | 52,877 | $5,957k | Jun 30, 2019 | Aug 14, 2019 | |
Fundx Investment Group LLC | 47,057 | $5,301k | Jun 30, 2019 | Aug 5, 2019 | |
Ifrah Financial Services Inc | 40,394 | $4,550k | Jun 30, 2019 | Aug 6, 2019 | |
Kayne Anderson Rudnick Investment Management LLC | 34,258 | $3,862k | Jun 30, 2019 | Aug 14, 2019 | |
Windham Capital Management LLC | 20,500 | $2,309k | Jun 30, 2019 | Aug 14, 2019 | |
Vivaldi Capital Management LLC | 20,454 | $2,304k | Jun 30, 2019 | Aug 14, 2019 | |
The Family FIRM Inc | 18,528 | $2,087k | Jun 30, 2019 | Aug 6, 2019 | |
Steigerwald Gordon & KOCH Inc | 18,010 | $2,029k | Jun 30, 2019 | Jul 15, 2019 | |
Sigma Investment Counselors Inc | 17,910 | $2,018k | Jun 30, 2019 | Jul 23, 2019 | |
Mccutchen Group LLC | 17,651 | $1,988k | Jun 30, 2019 | Jul 25, 2019 | |
Acropolis Investment Management LLC | 13,112 | $1,477k | Jun 30, 2019 | Jul 11, 2019 | |
White Lighthouse Investment Management Inc | 10,390 | $1,170k | Jun 30, 2019 | Jul 31, 2019 | |
Madden Advisory Services Inc | 9,766 | $1,100k | Jun 30, 2019 | Jul 22, 2019 | |
Omnistar Financial Group Inc | 8,602 | $969k | Jun 30, 2019 | Jul 30, 2019 | |
Sonata Capital Group Inc | 7,517 | $847k | Jun 30, 2019 | Aug 5, 2019 | |
Evanson Asset Management LLC | 7,395 | $833k | Jun 30, 2019 | Jul 11, 2019 | |
Northwest Wealth Management LLC | 7,247 | $816k | Jun 30, 2019 | Jul 23, 2019 | |
ARS Investment Partners LLC | 6,575 | $741k | Jun 30, 2019 | Aug 12, 2019 | |
Summit Financial Strategies Inc | 6,120 | $689k | Jun 30, 2019 | Aug 8, 2019 | |
Diversified Portfolios Inc | 4,887 | $551k | Jun 30, 2019 | Aug 13, 2019 | |
Midwest Professional Planners Ltd | 4,689 | $528k | Jun 30, 2019 | Aug 12, 2019 | |
Fifth Third Securities Inc | 4,183 | $471k | Jun 30, 2019 | Jul 30, 2019 | |
Moneywise Inc | 4,032 | $454k | Jun 30, 2019 | Jul 17, 2019 | |
Waters Parkerson & Co LLC | 4,003 | $451k | Jun 30, 2019 | Aug 6, 2019 | |
Bridgeworth LLC | 3,947 | $445k | Jun 30, 2019 | Jul 25, 2019 | |
Windsor Capital Management LLC | 3,895 | $438k | Jun 30, 2019 | Aug 2, 2019 | |
The Fiduciary Group LLC | 3,453 | $389k | Jun 30, 2019 | Aug 14, 2019 | |
Gradient Capital Advisors LLC | 3,275 | $369k | Jun 30, 2019 | Jul 16, 2019 | |
American Investment Services Inc | 3,125 | $352k | Jun 30, 2019 | Aug 6, 2019 | |
3D Asset Management Inc | 3,044 | $343k | Jun 30, 2019 | Aug 5, 2019 | |
SYM Financial Corporation | 900 | $101k | Jun 30, 2019 | Jul 29, 2019 | |
Interactive Financial Advisors Inc | 685 | $77k | Jun 30, 2019 | Jul 17, 2019 | |
ST Johns Investment Management Company LLC | 650 | $73k | Jun 30, 2019 | Jul 24, 2019 | |
Horan Securities Inc | 388 | $44k | Jun 30, 2019 | Jul 24, 2019 | |
Peninsula Asset Management Inc | 150 | $17k | Jun 30, 2019 | Aug 15, 2019 | |
Secrest Blakey & Associates LLC | 150 | $17k | Jun 30, 2019 | Aug 13, 2019 | |
Allsquare Wealth Management LLC | 51 | $6k | Jun 30, 2019 | Aug 13, 2019 | |
Newsquare Capital LLC | 20 | $2k | Jun 30, 2019 | Aug 20, 2019 |