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ISHARES TR
(464287663)

Funds Reporting Holdings of ISHARES TR according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Aspiriant LLC 919,447 $52,081k Jun 30, 2019 Aug 6, 2019
The Family FIRM Inc 253,059 $43,617k Jun 30, 2019 Aug 6, 2019
STA Wealth Management LLC 689,098 $39,037k Jun 30, 2019 Aug 14, 2019
Wealth Enhancement Advisory Services LLC 118,046 $6,860k Jun 30, 2019 Aug 2, 2019
Mitchell Capital Management Co 113,265 $6,416k Jun 30, 2019 Jul 24, 2019
Tortoise Investment Management LLC 94,566 $5,357k Jun 30, 2019 Aug 7, 2019
Cambridge Investment Research Advisors Inc 91,746 $5,197k Jun 30, 2019 Aug 15, 2019
Biegel & Waller LLC 91,087 $5,160k Jun 30, 2019 Jul 23, 2019
Private Asset Management Inc 63,436 $3,594k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 63,436 $3,594k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 63,436 $3,594k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 63,436 $3,594k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 63,436 $3,594k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 63,436 $3,594k Jun 30, 2019 Aug 14, 2019
Howland Capital Management LLC 54,054 $3,062k Jun 30, 2019 Jul 17, 2019
Leonard Rickey Investment Advisors PLLC 52,000 $2,946k Jun 30, 2019 Jul 10, 2019
Columbus Macro LLC 36,812 $2,085k Jun 30, 2019 Jul 16, 2019
FORD Financial Group Inc 35,789 $2,027k Jun 30, 2019 Jul 25, 2019
Good Life Advisors LLC 33,463 $1,897k Jun 30, 2019 Aug 6, 2019
Mckinley Carter Wealth Services Inc 32,339 $1,832k Jun 30, 2019 Aug 2, 2019
Confluence Investment Management LLC 32,167 $1,822k Jun 30, 2019 Jul 24, 2019
Deroy & Devereaux Private Investment Counsel Inc 27,275 $1,545k Jun 30, 2019 Jul 22, 2019
PURE Financial Advisors Inc 24,617 $1,395k Jun 30, 2019 Jul 11, 2019
Equity Investment Corporation 19,751 $1,119k Jun 30, 2019 Aug 5, 2019
First Manhattan Co 18,940 $1,072k Jun 30, 2019 Aug 16, 2019
Jaffetilchin Investment Partners LLC 18,907 $1,071k Jun 30, 2019 Aug 13, 2019
Cfo4Life Group LLC 15,423 $874k Jun 30, 2019 Jul 29, 2019
Legacy Financial Strategies LLC 14,490 $832k Jun 30, 2019 Jul 15, 2019
Personal Resources Investment and Strategic Management Inc 13,851 $785k Jun 30, 2019 Aug 6, 2019
Sitrin Capital Management LLC 13,707 $777k Jun 30, 2019 Jul 17, 2019
Northstar Wealth Partners LLC 12,935 $733k Jun 30, 2019 Aug 15, 2019
Phillips Financial Management LLC 10,334 $589k Jun 30, 2019 Aug 6, 2019
Sequoia Wealth Management LLC 8,330 $475k Jun 30, 2019 Aug 6, 2019
CIM LLC 8,002 $453k Jun 30, 2019 Jul 22, 2019
The Rikoon Group LLC 7,698 $436k Jun 30, 2019 Aug 6, 2019
Cypress Capital Management LLC 7,525 $426k Jun 30, 2019 Aug 5, 2019
LGL Partners LLC 7,518 $426k Jun 30, 2019 Aug 14, 2019
Fifth Third Securities Inc 7,507 $425k Jun 30, 2019 Jul 30, 2019
Private Wealth Advisors Inc 6,475 $367k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 6,475 $367k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 6,475 $367k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 6,475 $367k Jun 30, 2019 Aug 7, 2019
Windham Capital Management LLC 4,500 $255k Jun 30, 2019 Aug 14, 2019
FFT Wealth Management LLC 4,266 $242k Jun 30, 2019 Aug 14, 2019
Crescent Grove Advisors LLC 4,181 $237k Jun 30, 2019 Aug 6, 2019
Pinnacle Family Advisors LLC 3,980 $225k Jun 30, 2019 Aug 14, 2019
Sheets Smith Wealth Management 3,834 $217k Jun 30, 2019 Jul 12, 2019
SYM Financial Corporation 3,164 $179k Jun 30, 2019 Jul 29, 2019
Family Management Corporation 1,368 $77k Jun 30, 2019 Aug 14, 2019
Litman Gregory Asset Management LLC 1,359 $77k Jun 30, 2019 Jul 31, 2019
Asset Planning Services Inc 952 $54k Jun 30, 2019 Jul 17, 2019
Asset Planning Services Ltd 952 $54k Jun 30, 2019 Jul 17, 2019
Lifeplan Financial Group Inc 86 $5k Jun 30, 2019 Jul 15, 2019

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