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ISHARES TR
(464288240)

Funds Reporting Holdings of ISHARES TR according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Merriman Wealth Management LLC 83,499 $39,324k Jun 30, 2019 Jul 31, 2019
Smith & Howard Wealth Management LLC 623,583 $29,159k Jun 30, 2019 Jul 23, 2019
Harvest Capital Management Inc 524,010 $24,502k Jun 30, 2019 Aug 7, 2019
TLWM LLC 431,049 $20,163k Jun 30, 2019 Jul 12, 2019
Calamos Wealth Management LLC 210,298 $9,834k Jun 30, 2019 Aug 7, 2019
Glovista Investments LLC 142,367 $6,668k Jun 30, 2019 Aug 14, 2019
Allen Investment Management LLC 133,170 $6,227k Jun 30, 2019 Aug 12, 2019
GM Advisory Group Inc 122,319 $5,720k Jun 30, 2019 Aug 9, 2019
TODD Asset Management LLC 85,598 $4,003k Jun 30, 2019 Aug 6, 2019
NTV Asset Management LLC 79,300 $3,708k Jun 30, 2019 Jul 29, 2019
Accuvest Global Advisors 63,047 $2,948k Jun 30, 2019 Jul 17, 2019
Dearborn Capital Management LLC 61,573 $2,936k Sep 30, 2018 Nov 1, 2018
ARS Investment Partners LLC 62,468 $2,921k Jun 30, 2019 Aug 12, 2019
CIM LLC 54,338 $2,541k Jun 30, 2019 Jul 22, 2019
Cambridge Investment Research Advisors Inc 53,083 $2,482k Jun 30, 2019 Aug 15, 2019
Hapanowicz & Associates Financial Services Inc 40,482 $1,898k Jun 30, 2019 Jul 29, 2019
Cahaba Wealth Management Inc 35,816 $1,674k Jun 30, 2019 Jul 31, 2019
Baker Avenue Asset Management LP 32,196 $1,505k Jun 30, 2019 Aug 14, 2019
Badgley Phelps and Bell Inc 31,788 $1,486k Jun 30, 2019 Jul 30, 2019
MD SASS Investors Services Inc 28,500 $1,333k Jun 30, 2019 Aug 13, 2019
Dimeo Schneider & Associates LLC 27,231 $1,273k Jun 30, 2019 Aug 13, 2019
Twin Focus Capital Partners LLC 25,715 $1,202k Jun 30, 2019 Aug 14, 2019
GS Investments Inc 26 $1,195k Jun 30, 2019 Aug 9, 2019
Mitchell Capital Management Co 22,712 $1,062k Jun 30, 2019 Jul 24, 2019
Perella Weinberg Partners Capital Management LP 19,170 $896k Jun 30, 2019 Jul 22, 2019
Allsquare Wealth Management LLC 16,995 $795k Jun 30, 2019 Aug 13, 2019
Brightworth LLC 16,706 $781k Jun 30, 2019 Jul 31, 2019
Modera Wealth Management LLC 13,939 $652k Jun 30, 2019 Aug 7, 2019
Foster Dykema Cabot & Co Incorporated 12,052 $564k Jun 30, 2019 Aug 6, 2019
Round Table Services LLC 11,521 $539k Jun 30, 2019 Jul 17, 2019
Dimension Capital Management LLC 11,066 $517k Jun 30, 2019 Aug 12, 2019
The Fiduciary Group LLC 10,179 $476k Jun 30, 2019 Aug 14, 2019
Gentrust LLC 8,860 $414k Jun 30, 2019 Aug 2, 2019
Epstein and White Financial LLC 7,994 $375k Jun 30, 2019 Jul 19, 2019
Birch Hill Investment Advisors LLC 7,813 $365k Jun 30, 2019 Jul 22, 2019
Woodmont Investment Counsel LLC 7,600 $355k Jun 30, 2019 Aug 14, 2019
Brickley Wealth Management 7,161 $335k Jun 30, 2019 Aug 9, 2019
Wellesley Investment Partners LLC 7,060 $330k Jun 30, 2019 Aug 5, 2019
Interactive Financial Advisors Inc 6,860 $321k Jun 30, 2019 Jul 17, 2019
Nottingham Advisors Inc 6,798 $318k Jun 30, 2019 Jul 17, 2019
Lakeview Capital Partners LLC 6,175 $289k Jun 30, 2019 Aug 5, 2019
Hallmark Capital Management Inc 5,812 $272k Jun 30, 2019 Aug 8, 2019
Intrepid Capital Management Inc 5,151 $241k Jun 30, 2019 Aug 13, 2019
Parker Investment Management LLC 4,432 $207k Jun 30, 2019 Aug 15, 2019
Northcoast Asset Management LLC 4,405 $206k Jun 30, 2019 Aug 14, 2019
Horan Securities Inc 1,051 $49k Jun 30, 2019 Jul 24, 2019
Arlington Partners LLC 986 $46k Jun 30, 2019 Jul 10, 2019
FFCM LLC 96 $4k Jun 30, 2019 Jul 30, 2019

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