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ISHARES
(464287705)

Funds Reporting Holdings of ISHARES according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Financial Engines Advisors LLC 1,074,898 $171,412k Jun 30, 2019 Aug 9, 2019
Evensky & KATZ LLC 307,840 $48,321k Mar 31, 2019 Aug 6, 2019
Alesco Advisors LLC 297,301 $47,411k Jun 30, 2019 Aug 14, 2019
Cambridge Investment Research Advisors Inc 169,144 $26,973k Jun 30, 2019 Aug 15, 2019
DUFF & Phelps Investment Management Co 113,690 $18,130k Jun 30, 2019 Aug 2, 2019
SPC Financial Inc 86,733 $13,831k Jun 30, 2019 Aug 1, 2019
GHP Investment Advisors Inc 60,799 $9,696k Jun 30, 2019 Aug 2, 2019
Private Asset Management Inc 49,559 $7,903k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 49,559 $7,903k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 49,559 $7,903k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 49,559 $7,903k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 49,559 $7,903k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 49,559 $7,903k Jun 30, 2019 Aug 14, 2019
Merriman Wealth Management LLC 3,903 $6,264k Jun 30, 2019 Jul 31, 2019
PURE Financial Advisors Inc 31,634 $5,045k Jun 30, 2019 Jul 11, 2019
Kynikos Associates LP 23,288 $3,714k Jun 30, 2019 Aug 14, 2019
Nikulski Financial Inc 17,097 $2,707k Jun 30, 2019 Jul 22, 2019
Stokes & Hubbell Capital Management LLC 16,803 $2,638k Mar 31, 2019 Apr 24, 2019
Sonata Capital Group Inc 16,230 $2,588k Jun 30, 2019 Aug 5, 2019
Phillips Financial Management LLC 15,378 $2,468k Jun 30, 2019 Aug 6, 2019
Crescent Grove Advisors LLC 14,437 $2,302k Jun 30, 2019 Aug 6, 2019
Neumann Capital Management LLC 11,983 $1,911k Jun 30, 2019 Jul 25, 2019
Shakespeare Wealth Management Inc 11,632 $1,855k Jun 30, 2019 Aug 12, 2019
The Family FIRM Inc 11,341 $1,809k Jun 30, 2019 Aug 6, 2019
Stordahl Capital Management Inc 10,915 $1,745k Jun 30, 2019 Jul 22, 2019
Signature Estate & Investment Advisors LLC 10,736 $1,712k Jun 30, 2019 Aug 1, 2019
Tiemann Investment Advisors LLC 9,507 $1,516k Jun 30, 2019 Aug 13, 2019
Confluence Wealth Management LLC 8,961 $1,429k Jun 30, 2019 Aug 9, 2019
Leonard Rickey Investment Advisors PLLC 8,219 $1,311k Jun 30, 2019 Jul 10, 2019
Cornerstone Advisory LLC 8,000 $1,276k Jun 30, 2019 Aug 8, 2019
Vivaldi Capital Management LLC 7,350 $1,172k Jun 30, 2019 Aug 14, 2019
AFT Forsyth and Company Inc 7,070 $1,127k Jun 30, 2019 Jul 29, 2019
Connecticut Wealth Management LLC 6,674 $1,064k Jun 30, 2019 Jul 29, 2019
Segment Wealth Management LLC 6,580 $1,049k Jun 30, 2019 Jul 29, 2019
Cobiz Wealth LLC 6,567 $1,047k Jun 30, 2019 Jul 8, 2019
Huntington Steele LLC 5,868 $907k Mar 31, 2018 Apr 18, 2018
Matthew GOFF Investment Advisor LLC 4,955 $879k Jun 30, 2019 Aug 5, 2019
Private Wealth Advisors Inc 5,379 $858k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 5,379 $858k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 5,379 $858k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 5,379 $858k Jun 30, 2019 Aug 7, 2019
Harborview Advisors LLC 4,788 $764k Jun 30, 2019 Aug 7, 2019
Alexandria Capital LLC 4,007 $639k Jun 30, 2019 Aug 12, 2019
Hoylecohen LLC 3,906 $623k Jun 30, 2019 Aug 9, 2019
Thompson Investment Management Inc 3,793 $605k Jun 30, 2019 Aug 7, 2019
Cambridge Advisors Inc 3,612 $576k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 3,612 $576k Jun 30, 2019 Jul 26, 2019
Advisory Alpha LLC 3,563 $566k Jun 30, 2019 Aug 16, 2019
DB Root & Company LLC 3,524 $562k Jun 30, 2019 Jul 19, 2019
HUGH Johnson Advisors LLC 3,436 $548k Jun 30, 2019 Aug 6, 2019
The Rikoon Group LLC 3,208 $512k Jun 30, 2019 Aug 6, 2019
Harbour Capital Advisors LLC 3,205 $511k Jun 30, 2019 Jul 10, 2019
Meridian Investment Counsel Inc 3,099 $494k Jun 30, 2019 Aug 13, 2019
Kingfisher Capital LLC 3,048 $486k Jun 30, 2019 Aug 14, 2019
Modera Wealth Management LLC 2,736 $436k Jun 30, 2019 Aug 7, 2019
Murphy Middleton Hinkle & Parker Inc 2,307 $368k Jun 30, 2019 Jul 15, 2019
Lexaurum Advisors LLC 2,140 $341k Jun 30, 2019 Jul 19, 2019
Moneywise Inc 2,042 $326k Jun 30, 2019 Jul 17, 2019
Newport Wealth Strategies Inc 1,890 $299k Jun 30, 2019 Jul 22, 2019
Sigma Investment Counselors Inc 1,645 $262k Jun 30, 2019 Jul 23, 2019
Adviceperiod LLC 1,596 $255k Jun 30, 2019 Jul 22, 2019
Quantum Capital Management LLC 1,575 $251k Jun 30, 2019 Aug 14, 2019
Clifford SWAN Investment Counsel LLC 1,514 $241k Jun 30, 2019 Aug 13, 2019
Spectrum Management Group Inc 1,487 $237k Jun 30, 2019 Aug 2, 2019
Spectrum Group Management LLC 1,487 $237k Jun 30, 2019 Aug 2, 2019
Financial Advisory Service Inc 1,460 $233k Jun 30, 2019 Jul 25, 2019
Cahaba Wealth Management Inc 1,453 $231k Jun 30, 2019 Jul 31, 2019
Condor Capital Management 1,440 $230k Jun 30, 2019 Aug 5, 2019
Blankinship & Foster LLC 1,300 $207k Jun 30, 2019 Jul 30, 2019
Sunbelt Securities Inc 1,264 $202k Jun 30, 2019 Aug 1, 2019
Jackson Grant Investment Advisers Inc 634 $101k Jun 30, 2019 Aug 13, 2019
Tortoise Investment Management LLC 358 $57k Jun 30, 2019 Aug 7, 2019
Duncker Streett & Co LLC 156 $25k Jun 30, 2019 Jul 24, 2019
First Manhattan Co 158 $24k Jun 30, 2019 Aug 16, 2019
1919 Investment Counsel LLC 190 $23k Sep 30, 2014 Nov 14, 2014
Capital Investment Counsel Inc 133 $21k Jun 30, 2019 Jul 26, 2019
Capital Counsel LLC 133 $21k Jun 30, 2019 Jul 26, 2019
Litman Gregory Asset Management LLC 83 $13k Jun 30, 2019 Jul 31, 2019
The RICE Partnership LLC 75 $12k Jun 30, 2019 Jul 25, 2019

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