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ISHARES U
(464287739)

Funds Reporting Holdings of ISHARES U according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Cabana LLC 703,258 $63,258k Jun 30, 2019 Aug 9, 2019
Point72 Asset Management LP 650,000 $56,752k Put Jun 30, 2019 Aug 14, 2019
Stadion Money Management LLC 619,157 $54,059k Jun 30, 2019 Aug 14, 2019
Estate Counselors LLC 254,640 $22,233k Jun 30, 2019 Aug 7, 2019
Cambridge Investment Research Advisors Inc 202,193 $17,653k Jun 30, 2019 Aug 15, 2019
HGI Capital Management LLC 145,000 $12,660k Put Jun 30, 2019 Jul 26, 2019
Arrow Investment Advisors LLC 139,519 $12,181k Jun 30, 2019 Aug 2, 2019
HIGH Falls Advisors Inc 131,933 $11,519k Jun 30, 2019 Aug 15, 2019
Tuttle Tactical Management LLC 128,780 $11,244k Jun 30, 2019 Jul 29, 2019
Geller Advisors LLC 128,700 $11,237k Jun 30, 2019 Aug 14, 2019
QVR LLC 86,000 $7,506k Put Jun 30, 2019 Aug 1, 2019
Prelude Capital Management LLC 82,000 $7,159k Put Jun 30, 2019 Aug 14, 2019
Financial Services Advisory Inc 46,667 $4,074k Jun 30, 2019 Jul 23, 2019
Newfoundland Capital Management 45,000 $3,929k Put Jun 30, 2019 Aug 14, 2019
Cambria Investment Management LP 41,150 $3,593k Jun 30, 2019 Aug 12, 2019
Bluesky Wealth Advisors LLC 36,902 $3,222k Jun 30, 2019 Aug 5, 2019
Dearborn Capital Management LLC 37,152 $2,973k Sep 30, 2018 Nov 1, 2018
Makena Capital Management LLC 29,845 $2,388k Sep 30, 2018 Nov 13, 2018
Barber Financial Group 24,735 $2,160k Jun 30, 2019 Aug 9, 2019
Pictet North America Advisors SA 24,500 $2,139k Jun 30, 2019 Aug 7, 2019
Twele Capital Management Inc 23,750 $2,074k Jun 30, 2019 Jul 18, 2019
Fundx Investment Group LLC 22,595 $1,973k Jun 30, 2019 Aug 5, 2019
Mccutchen Group LLC 22,114 $1,931k Jun 30, 2019 Jul 25, 2019
Acropolis Investment Management LLC 20,176 $1,762k Jun 30, 2019 Jul 11, 2019
Ballew Advisors Inc 19,409 $1,743k Jun 30, 2019 Jul 17, 2019
KWMG LLC 18,558 $1,620k Jun 30, 2019 Jul 10, 2019
Transamerica Financial Advisors Inc 17,259 $1,507k Jun 30, 2019 Aug 21, 2019
Hoylecohen LLC 17,234 $1,505k Jun 30, 2019 Aug 9, 2019
HCR Wealth Advisors 17,008 $1,485k Jun 30, 2019 Jul 25, 2019
Lattice Strategies LLC 16,780 $1,461k Mar 31, 2019 May 8, 2019
CPWM LLC 15,845 $1,383k Jun 30, 2019 Aug 2, 2019
Navellier & Associates Inc 15,638 $1,365k Jun 30, 2019 Jul 17, 2019
Fifth Third Securities Inc 15,436 $1,347k Jun 30, 2019 Jul 30, 2019
Wespac Advisors LLC 15,398 $1,344k Jun 30, 2019 Jul 23, 2019
Whitnell & Co 14,262 $1,245k Jun 30, 2019 Jul 16, 2019
Shepherd Financial Partners LLC 13,069 $1,141k Jun 30, 2019 Aug 5, 2019
Private Vista LLC 11,510 $1,005k Jun 30, 2019 Jul 19, 2019
Financial Sense Advisors Inc 10,567 $923k Jun 30, 2019 Aug 2, 2019
Dimension Capital Management LLC 9,295 $812k Jun 30, 2019 Aug 12, 2019
Peak Capital Management LLC 8,954 $805k Jun 30, 2019 Aug 22, 2019
Cahaba Wealth Management Inc 8,477 $740k Jun 30, 2019 Jul 31, 2019
Wealth and Pension Services Group Inc 7,658 $669k Jun 30, 2019 Aug 15, 2019
DB Root & Company LLC 7,161 $625k Jun 30, 2019 Jul 19, 2019
Infrastructure Capital Advisors LLC 6,724 $587k Jun 30, 2019 Aug 13, 2019
Tocqueville Asset Management LP 6,340 $554k Jun 30, 2019 Jul 31, 2019
Foundations Investment Advisors LLC 5,814 $524k Jun 30, 2019 Jul 8, 2019
SWAN Global Investments LLC 5,900 $515k Jun 30, 2019 Aug 12, 2019
Cambiar Investors LLC 5,116 $447k Jun 30, 2019 Jul 25, 2019
The Appleton Group LLC 4,857 $424k Jun 30, 2019 Aug 7, 2019
Altavista Wealth Management Inc 4,575 $399k Jun 30, 2019 Aug 13, 2019
Symons Capital Management Inc 4,526 $395k Jun 30, 2019 Aug 12, 2019
Granite Group Advisors LLC 4,500 $393k Jun 30, 2019 Jul 23, 2019
Granite Investment Advisors LLC 4,500 $393k Jun 30, 2019 Jul 23, 2019
Peak Asset Management LLC 4,321 $377k Jun 30, 2019 Aug 15, 2019
Hallmark Capital Management Inc 4,302 $376k Jun 30, 2019 Aug 8, 2019
KMS Financial Services Inc 5,335 $369k Sep 30, 2014 Nov 17, 2014
LBMC Investment Advisors LLC 3,960 $346k Jun 30, 2019 Jul 18, 2019
Lourd Capital LLC 3,839 $335k Jun 30, 2019 Jul 11, 2019
Abbrea Capital LLC 3,790 $331k Jun 30, 2019 Jul 31, 2019
PURE Financial Advisors Inc 3,733 $326k Jun 30, 2019 Jul 11, 2019
Greystone Managed Investments Inc 3,680 $321k Jun 30, 2019 Jul 23, 2019
Crabel Capital Management LLC 3,471 $303k Jun 30, 2019 Aug 13, 2019
Sonata Capital Group Inc 3,242 $283k Jun 30, 2019 Aug 5, 2019
Rossmore Private Capital LLC 3,105 $271k Jun 30, 2019 Aug 5, 2019
Burleson & Company LLC 2,996 $268k Jun 30, 2019 Aug 5, 2019
Capwealth Advisors LLC 3,034 $265k Jun 30, 2019 Aug 13, 2019
Alexandria Capital LLC 2,691 $235k Jun 30, 2019 Aug 12, 2019
United Asset Strategies Inc 2,606 $228k Jun 30, 2019 Jul 31, 2019
Keeley-Teton Advisors LLC 2,575 $225k Jun 30, 2019 Aug 12, 2019
Evensky & KATZ LLC 1,678 $146k Mar 31, 2019 Aug 6, 2019
Armor Advisors LLC 896 $78k Jun 30, 2019 Aug 13, 2019
Armor Investment Advisors LLC 896 $78k Jun 30, 2019 Aug 13, 2019
1919 Investment Counsel LLC 793 $55k Sep 30, 2014 Nov 14, 2014
Lifeplan Financial Group Inc 523 $46k Jun 30, 2019 Jul 15, 2019
Larson Financial Group LLC 507 $44k Jun 30, 2019 Jul 16, 2019
Stearns Financial Services Group Inc 459 $40k Jun 30, 2019 Aug 14, 2019
Tortoise Investment Management LLC 378 $33k Jun 30, 2019 Aug 7, 2019
Mcmillion Capital Management Inc 250 $22k Jun 30, 2019 Jul 25, 2019
Summit Financial LLC 250 $22k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 250 $22k Jun 30, 2019 Jul 3, 2019
RVB Capital Management LLC 20 $4k Put Jun 30, 2019 Aug 13, 2019
FFCM LLC 6 $1k Jun 30, 2019 Jul 30, 2019

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