ISHARES RUS
(464287689)
Funds Reporting Holdings of ISHARES RUS according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Evensky & KATZ LLC | 629,981 | $105,017k | Mar 31, 2019 | Aug 6, 2019 | |
| Westend Advisors LLC | 352 | $60,670k | Jun 30, 2019 | Jul 23, 2019 | |
| TLWM LLC | 215,876 | $37,217k | Jun 30, 2019 | Jul 12, 2019 | |
| Tanglewood Wealth Management Inc | 198,132 | $34,150k | Jun 30, 2019 | Jul 26, 2019 | |
| Calamos Wealth Management LLC | 165,375 | $28,504k | Jun 30, 2019 | Aug 7, 2019 | |
| Mccutchen Group LLC | 153,512 | $26,459k | Jun 30, 2019 | Jul 25, 2019 | |
| O'Brien Wealth Partners LLC | 91,675 | $16,083k | Jun 30, 2019 | Jul 8, 2019 | |
| Diversified Portfolios Inc | 76,049 | $13,108k | Jun 30, 2019 | Aug 13, 2019 | |
| GM Advisory Group Inc | 68,404 | $11,790k | Jun 30, 2019 | Aug 9, 2019 | |
| Stone House Investment Management LLC | 67,807 | $11,687k | Jun 30, 2019 | Jul 9, 2019 | |
| Bronfman EL Rothschild LP | 64,005 | $11,032k | Jun 30, 2019 | Aug 12, 2019 | |
| Cumberland Advisors Inc | 60,084 | $10,356k | Jun 30, 2019 | Jul 11, 2019 | |
| Huntington Steele LLC | 59,455 | $9,295k | Mar 31, 2018 | Apr 18, 2018 | |
| Conservest Capital Advisors Inc | 41,382 | $7,133k | Jun 30, 2019 | Jul 10, 2019 | |
| Tower VIEW Investment Management & Research LLC | 31,069 | $5,355k | Jun 30, 2019 | Jul 17, 2019 | |
| Athena Capital Advisors LLC | 30,630 | $5,279k | Jun 30, 2019 | Aug 9, 2019 | |
| Midwest Professional Planners Ltd | 30,131 | $5,193k | Jun 30, 2019 | Aug 12, 2019 | |
| Bigsur Wealth Management LLC | 27,000 | $4,693k | Jun 30, 2019 | Jul 5, 2019 | |
| JMG Financial Group Ltd | 24,991 | $4,307k | Jun 30, 2019 | Aug 2, 2019 | |
| The Fiduciary Group LLC | 24,607 | $4,241k | Jun 30, 2019 | Aug 14, 2019 | |
| Financial Services Advisory Inc | 23,842 | $4,109k | Jun 30, 2019 | Jul 23, 2019 | |
| Cambridge Investment Research Advisors Inc | 23,202 | $3,999k | Jun 30, 2019 | Aug 15, 2019 | |
| Twin Focus Capital Partners LLC | 22,236 | $3,833k | Jun 30, 2019 | Aug 14, 2019 | |
| Blue FIN Capital Inc | 20,528 | $3,538k | Jun 30, 2019 | Jul 22, 2019 | |
| KARP Capital Management Corporation | 19,465 | $3,355k | Jun 30, 2019 | Aug 8, 2019 | |
| Round Table Services LLC | 14,401 | $2,482k | Jun 30, 2019 | Jul 17, 2019 | |
| Cahill Financial Advisors Inc | 14,255 | $2,457k | Jun 30, 2019 | Aug 14, 2019 | |
| Cahaba Wealth Management Inc | 12,619 | $2,175k | Jun 30, 2019 | Jul 31, 2019 | |
| Perella Weinberg Partners Capital Management LP | 11,133 | $1,919k | Jun 30, 2019 | Jul 22, 2019 | |
| Aries Wealth Management LLC | 10,833 | $1,901k | Jun 30, 2019 | Jul 15, 2019 | |
| Cedar Wealth Management LLC | 10,930 | $1,884k | Jun 30, 2019 | Jul 24, 2019 | |
| Ironwood Wealth Management LLC | 9,857 | $1,699k | Jun 30, 2019 | Aug 14, 2019 | |
| KMS Financial Services Inc | 14,462 | $1,689k | Sep 30, 2014 | Nov 17, 2014 | |
| Mountain Capital Investment Advisors Inc | 8,723 | $1,497k | Jun 30, 2019 | Aug 14, 2019 | |
| Smith Salley & Associates LLC | 7,938 | $1,368k | Jun 30, 2019 | Jul 12, 2019 | |
| Sonata Capital Group Inc | 7,475 | $1,288k | Jun 30, 2019 | Aug 5, 2019 | |
| USA Financial Portformulas Corporation | 7,522 | $1,254k | Jun 30, 2019 | Aug 12, 2019 | |
| Wealth and Pension Services Group Inc | 6,621 | $1,141k | Jun 30, 2019 | Aug 15, 2019 | |
| Summit Financial Group Inc | 5,999 | $1,034k | Jun 30, 2019 | Jul 3, 2019 | |
| Summit Financial LLC | 5,999 | $1,034k | Jun 30, 2019 | Jul 3, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 5,951 | $1,028k | Jun 30, 2019 | Aug 14, 2019 | |
| HUGH Johnson Advisors LLC | 4,994 | $861k | Jun 30, 2019 | Aug 6, 2019 | |
| Allen Investment Management LLC | 4,807 | $829k | Jun 30, 2019 | Aug 12, 2019 | |
| PURE Financial Advisors Inc | 4,698 | $810k | Jun 30, 2019 | Jul 11, 2019 | |
| Chesley TAFT & Associates LLC | 4,640 | $800k | Jun 30, 2019 | Jul 10, 2019 | |
| Court Place Advisors LLC | 4,486 | $773k | Jun 30, 2019 | Jul 30, 2019 | |
| Integre Asset Management LLC | 3,570 | $615k | Jun 30, 2019 | Aug 14, 2019 | |
| GHP Investment Advisors Inc | 3,425 | $590k | Jun 30, 2019 | Aug 2, 2019 | |
| Stokes & Hubbell Capital Management LLC | 3,500 | $583k | Mar 31, 2019 | Apr 24, 2019 | |
| The Retirement Planning Group Inc | 3,112 | $536k | Jun 30, 2019 | Jul 25, 2019 | |
| Goldstein Munger + Associates | 2,930 | $505k | Jun 30, 2019 | Aug 2, 2019 | |
| Quadrant Private Wealth Management LLC | 2,897 | $499k | Jun 30, 2019 | Aug 13, 2019 | |
| Northstar Investment Advisors LLC | 2,295 | $489k | Jun 30, 2019 | Jul 17, 2019 | |
| Northstar Financial Advisors LLC | 2,295 | $489k | Jun 30, 2019 | Jul 17, 2019 | |
| Barber Financial Group | 2,301 | $397k | Jun 30, 2019 | Aug 9, 2019 | |
| The RICE Partnership LLC | 2,211 | $381k | Jun 30, 2019 | Jul 25, 2019 | |
| Huber Financial Advisors LLC | 2,207 | $380k | Jun 30, 2019 | Aug 5, 2019 | |
| Birch Hill Investment Advisors LLC | 2,097 | $361k | Jun 30, 2019 | Jul 22, 2019 | |
| Madden Advisory Services Inc | 1,855 | $319k | Jun 30, 2019 | Jul 22, 2019 | |
| Mount Yale Investment Advisors LLC | 1,851 | $313k | Jun 30, 2019 | Aug 13, 2019 | |
| Leonard Rickey Investment Advisors PLLC | 1,702 | $293k | Jun 30, 2019 | Jul 10, 2019 | |
| Adviceperiod LLC | 1,695 | $292k | Jun 30, 2019 | Jul 22, 2019 | |
| RKL Wealth Management LLC | 1,662 | $287k | Jun 30, 2019 | Aug 2, 2019 | |
| Portfolio Solutions LLC | 1,555 | $268k | Jun 30, 2019 | Aug 5, 2019 | |
| Brickley Wealth Management | 1,553 | $268k | Jun 30, 2019 | Aug 9, 2019 | |
| Bingham Osborn & Scarborough LLC | 1,527 | $263k | Jun 30, 2019 | Aug 2, 2019 | |
| FORT PITT Capital Group LLC | 1,500 | $259k | Jun 30, 2019 | Aug 9, 2019 | |
| Willow Creek Wealth Management Inc | 1,444 | $249k | Jun 30, 2019 | Jul 22, 2019 | |
| Shakespeare Wealth Management Inc | 1,382 | $238k | Jun 30, 2019 | Aug 12, 2019 | |
| Wespac Advisors LLC | 1,236 | $213k | Jun 30, 2019 | Jul 23, 2019 | |
| Shepherd Financial Partners LLC | 1,178 | $203k | Jun 30, 2019 | Aug 5, 2019 | |
| Tortoise Investment Management LLC | 705 | $122k | Jun 30, 2019 | Aug 7, 2019 | |
| Stearns Financial Services Group Inc | 645 | $111k | Jun 30, 2019 | Aug 14, 2019 | |
| Intercontinental Wealth Advisors LLC | 615 | $106k | Jun 30, 2019 | Aug 2, 2019 | |
| Asset Planning Services Inc | 454 | $78k | Jun 30, 2019 | Jul 17, 2019 | |
| Asset Planning Services Ltd | 454 | $78k | Jun 30, 2019 | Jul 17, 2019 | |
| Strategic Investment Management LLC | 360 | $62k | Jun 30, 2019 | Aug 7, 2019 | |
| Strategic Financial Management LLC | 360 | $62k | Jun 30, 2019 | Aug 7, 2019 | |
| Duncker Streett & Co LLC | 240 | $41k | Jun 30, 2019 | Jul 24, 2019 | |
| Lifeplan Financial Group Inc | 42 | $7k | Jun 30, 2019 | Jul 15, 2019 | |
| Emerald Investment Partners LLC | 39 | $7k | Jun 30, 2019 | Aug 12, 2019 |