iShares Short Term Nat'l Muni
(464288158)
Funds Reporting Holdings of iShares Short Term Nat'l Muni according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Windham Capital Management LLC | 332,312 | $35,408k | Jun 30, 2019 | Aug 14, 2019 | |
| WE Donoghue & Co LLC | 225,965 | $24,077k | Jun 30, 2019 | Jul 23, 2019 | |
| Independence Advisors LLC | 136,743 | $14,570k | Jun 30, 2019 | Aug 12, 2019 | |
| Independence Financial Advisors LLC | 136,743 | $14,570k | Jun 30, 2019 | Aug 12, 2019 | |
| 1607 Capital Partners LLC | 103,200 | $10,996k | Jun 30, 2019 | Aug 14, 2019 | |
| Curbstone Financial Management Corporation | 76,500 | $8,151k | Jun 30, 2019 | Jul 9, 2019 | |
| Jordan Park Group LLC | 55,953 | $5,962k | Jun 30, 2019 | Jul 22, 2019 | |
| STA Wealth Management LLC | 43,806 | $4,668k | Jun 30, 2019 | Aug 14, 2019 | |
| Condor Capital Management | 43,271 | $4,611k | Jun 30, 2019 | Aug 5, 2019 | |
| Bouchey Financial Group Ltd | 35,893 | $3,824k | Jun 30, 2019 | Jul 11, 2019 | |
| Allen Investment Management LLC | 35,329 | $3,764k | Jun 30, 2019 | Aug 12, 2019 | |
| The Relaxing Retirement Coach Inc | 34,419 | $3,667k | Jun 30, 2019 | Aug 5, 2019 | |
| Probity Advisors Inc | 22,954 | $2,446k | Jun 30, 2019 | Aug 8, 2019 | |
| Phillips Financial Management LLC | 22,848 | $2,432k | Jun 30, 2019 | Aug 6, 2019 | |
| Cahaba Wealth Management Inc | 22,207 | $2,366k | Jun 30, 2019 | Jul 31, 2019 | |
| Northwest Wealth Management LLC | 19,885 | $2,119k | Jun 30, 2019 | Jul 23, 2019 | |
| Ironwood Wealth Management LLC | 18,772 | $2,000k | Jun 30, 2019 | Aug 14, 2019 | |
| Lucia Wealth Services LLC | 17,966 | $1,914k | Jun 30, 2019 | Jul 23, 2019 | |
| Fairview Capital Investment Management LLC | 17,925 | $1,909k | Jun 30, 2019 | Aug 14, 2019 | |
| Alesco Advisors LLC | 17,872 | $1,904k | Jun 30, 2019 | Aug 14, 2019 | |
| Cambridge Investment Research Advisors Inc | 16,465 | $1,754k | Jun 30, 2019 | Aug 15, 2019 | |
| Confluence Wealth Management LLC | 14,889 | $1,586k | Jun 30, 2019 | Aug 9, 2019 | |
| Managed Account Services Inc | 11,289 | $1,202k | Jun 30, 2019 | Jul 15, 2019 | |
| West Coast Financial LLC | 10,737 | $1,144k | Jun 30, 2019 | Jul 16, 2019 | |
| White Lighthouse Investment Management Inc | 9,500 | $1,012k | Jun 30, 2019 | Jul 31, 2019 | |
| KWMG LLC | 9,195 | $980k | Jun 30, 2019 | Jul 10, 2019 | |
| Horan Securities Inc | 8,590 | $915k | Jun 30, 2019 | Jul 24, 2019 | |
| Alexandria Capital LLC | 8,213 | $875k | Jun 30, 2019 | Aug 12, 2019 | |
| Financial Advisory Service Inc | 7,385 | $787k | Jun 30, 2019 | Jul 25, 2019 | |
| BSW Wealth Partners LLC | 7,268 | $774k | Jun 30, 2019 | Aug 13, 2019 | |
| Fifth Third Securities Inc | 7,255 | $773k | Jun 30, 2019 | Jul 30, 2019 | |
| White Pine Capital LLC | 7,113 | $758k | Jun 30, 2019 | Aug 14, 2019 | |
| Sonata Capital Group Inc | 7,035 | $750k | Jun 30, 2019 | Aug 5, 2019 | |
| RAUB Brock Capital Management LP | 6,650 | $709k | Jun 30, 2019 | Jul 23, 2019 | |
| Valmark Advisers Inc | 5,199 | $554k | Jun 30, 2019 | Aug 7, 2019 | |
| AFT Forsyth and Company Inc | 5,155 | $549k | Jun 30, 2019 | Jul 29, 2019 | |
| Provident Investment Management Inc | 5,135 | $547k | Jun 30, 2019 | Aug 8, 2019 | |
| Crestwood Advisors Group LLC | 5,093 | $543k | Jun 30, 2019 | Aug 14, 2019 | |
| CPWM LLC | 5,080 | $541k | Jun 30, 2019 | Aug 2, 2019 | |
| Highland Private Wealth Management | 4,636 | $494k | Jun 30, 2019 | Aug 13, 2019 | |
| Capital Investment Services of America Inc | 4,250 | $453k | Jun 30, 2019 | Jul 12, 2019 | |
| Wealth Advisors of Tampa BAY LLC | 4,023 | $429k | Jun 30, 2019 | Jul 23, 2019 | |
| The Family FIRM Inc | 3,924 | $418k | Jun 30, 2019 | Aug 6, 2019 | |
| Crabel Capital Management LLC | 3,615 | $385k | Jun 30, 2019 | Aug 13, 2019 | |
| Emerald Investment Partners LLC | 3,546 | $378k | Jun 30, 2019 | Aug 12, 2019 | |
| Columbus Macro LLC | 3,550 | $378k | Jun 30, 2019 | Jul 16, 2019 | |
| Stokes & Hubbell Capital Management LLC | 3,502 | $371k | Mar 31, 2019 | Apr 24, 2019 | |
| CWA Asset Management Group LLC | 2,800 | $298k | Jun 30, 2019 | Aug 13, 2019 | |
| Thomas J Herzfeld Advisors Inc | 2,748 | $293k | Jun 30, 2019 | Aug 13, 2019 | |
| Quantum Capital Management LLC | 2,700 | $288k | Jun 30, 2019 | Aug 14, 2019 | |
| Secrest Blakey & Associates LLC | 1,212 | $129k | Jun 30, 2019 | Aug 13, 2019 | |
| Destination Wealth Management | 1,009 | $108k | Jun 30, 2019 | Jul 19, 2019 | |
| Interactive Financial Advisors Inc | 264 | $28k | Jun 30, 2019 | Jul 17, 2019 | |
| Armor Investment Advisors LLC | 45 | $5k | Jun 30, 2019 | Aug 13, 2019 | |
| Armor Advisors LLC | 45 | $5k | Jun 30, 2019 | Aug 13, 2019 |