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

ISHARES TR
(464287572)

Funds Reporting Holdings of ISHARES TR according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Connecticut Wealth Management LLC 189,702 $9,265k Jun 30, 2019 Jul 29, 2019
Fluent Financial LLC 107,932 $5,271k Jun 30, 2019 Jul 29, 2019
Bigsur Wealth Management LLC 36,598 $1,802k Jun 30, 2019 Jul 5, 2019
GFS Advisors LLC 29,000 $1,416k Jun 30, 2019 Aug 1, 2019
Curbstone Financial Management Corporation 16,800 $821k Jun 30, 2019 Jul 9, 2019
Cookson Peirce & Co Inc 13,115 $641k Jun 30, 2019 Jul 31, 2019
Stearns Financial Services Group Inc 12,691 $620k Jun 30, 2019 Aug 14, 2019
Cambridge Investment Research Advisors Inc 7,912 $386k Jun 30, 2019 Aug 15, 2019
Abbrea Capital LLC 7,800 $381k Jun 30, 2019 Jul 31, 2019
Oliver Luxxe Assets LLC 7,206 $355k Jun 30, 2019 Jul 10, 2019
West Chester Capital Advisors Inc 6,300 $308k Jun 30, 2019 Jul 30, 2019
Mcadam LLC 5,535 $270k Jun 30, 2019 Jul 30, 2019
Transamerica Financial Advisors Inc 1,131 $56k Jun 30, 2019 Aug 21, 2019
Summit Financial Group Inc 200 $10k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 200 $10k Jun 30, 2019 Jul 3, 2019
Evensky & KATZ LLC 179 $8k Mar 31, 2019 Aug 6, 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.