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 Investment Advisors LLC | 896 | $78k | Jun 30, 2019 | Aug 13, 2019 | |
| Armor 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 | |
| Summit Financial Group Inc | 250 | $22k | Jun 30, 2019 | Jul 3, 2019 | |
| Mcmillion Capital Management Inc | 250 | $22k | Jun 30, 2019 | Jul 25, 2019 | |
| Summit Financial LLC | 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 |