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ISHARES TR
(464288257)

Funds Reporting Holdings of ISHARES TR according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Retirement Income Solutions Inc 48,053 $3,542,000k Jun 30, 2019 Jul 23, 2019
Iconiq Capital LLC 1,744,450 $128,583k Jun 30, 2019 Aug 15, 2019
Westend Advisors LLC 1,511 $111,375k Jun 30, 2019 Jul 23, 2019
Perella Weinberg Partners Capital Management LP 1,402,785 $103,399k Jun 30, 2019 Jul 22, 2019
Summit Rock Advisors LP 997,115 $73,497k Jun 30, 2019 Jul 25, 2019
Dimension Capital Management LLC 583,978 $43,042k Jun 30, 2019 Aug 12, 2019
Bernicke Wealth Management Ltd 311,741 $22,978k Jun 30, 2019 Aug 5, 2019
CPWM LLC 233,611 $17,219k Jun 30, 2019 Aug 2, 2019
Signature Financial Management Inc 263,434 $16,899k Dec 31, 2018 Feb 13, 2019
Verger Capital Management LLC 188,403 $13,887k Jun 30, 2019 Jul 19, 2019
Northcoast Asset Management LLC 181,039 $13,344k Jun 30, 2019 Aug 14, 2019
YOST Capital Management LP 180,700 $13,319k Jun 30, 2019 Aug 13, 2019
Cambridge Investment Research Advisors Inc 129,537 $9,548k Jun 30, 2019 Aug 15, 2019
Altfest L J & Co Inc 115,847 $8,539k Jun 30, 2019 Jul 15, 2019
NYL Investors LLC 111,200 $8,197k Jun 30, 2019 Aug 7, 2019
Gratus Capital LLC 108,979 $8,033k Jun 30, 2019 Aug 7, 2019
Jasper Ridge Partners LP 85,913 $6,333k Jun 30, 2019 Aug 9, 2019
Cahaba Wealth Management Inc 85,142 $6,275k Jun 30, 2019 Jul 31, 2019
Allen Investment Management LLC 83,527 $6,157k Jun 30, 2019 Aug 12, 2019
Glovista Investments LLC 80,161 $5,909k Jun 30, 2019 Aug 14, 2019
Winch Advisory Services LLC 65,047 $4,795k Jun 30, 2019 Aug 7, 2019
Peak Financial Management Inc 56,629 $4,174k Jun 30, 2019 Aug 1, 2019
Polaris Greystone Financial Group LLC 51,580 $3,832k Jun 30, 2019 Jul 25, 2019
Fluent Financial LLC 45,620 $3,363k Jun 30, 2019 Jul 29, 2019
BSW Wealth Partners LLC 43,331 $3,194k Jun 30, 2019 Aug 13, 2019
Lexaurum Advisors LLC 42,292 $3,117k Jun 30, 2019 Jul 19, 2019
Dearborn Capital Management LLC 41,327 $3,069k Sep 30, 2018 Nov 1, 2018
Meristem Family Wealth LLC 36,300 $2,676k Jun 30, 2019 Aug 6, 2019
Crow Point Partners LLC 31,200 $2,300k Jun 30, 2019 Aug 14, 2019
Twele Capital Management Inc 29,800 $2,197k Jun 30, 2019 Jul 18, 2019
Adviceperiod LLC 25,382 $1,871k Jun 30, 2019 Jul 22, 2019
Fairpointe Capital LLC 25,000 $1,843k Jun 30, 2019 Aug 14, 2019
Alphastar Capital Management LLC 24,113 $1,777k Jun 30, 2019 Aug 14, 2019
Brightworth LLC 22,888 $1,687k Jun 30, 2019 Jul 31, 2019
Lombard Odier Transatlantic Limited 25,000 $1,477k Sep 30, 2016 Nov 14, 2016
Vontobel Swiss Wealth Advisors AG 19,604 $1,445k Jun 30, 2019 Aug 12, 2019
Advisory Alpha LLC 17,601 $1,306k Jun 30, 2019 Aug 16, 2019
The Fiduciary Group LLC 16,363 $1,206k Jun 30, 2019 Aug 14, 2019
Hoylecohen LLC 16,131 $1,189k Jun 30, 2019 Aug 9, 2019
SYM Financial Corporation 15,158 $1,117k Jun 30, 2019 Jul 29, 2019
Strategic Financial Group LLC 13,840 $1,020k Jun 30, 2019 Jul 29, 2019
Strategic International Limited 13,840 $1,020k Jun 30, 2019 Jul 29, 2019
Gyroscope Capital Management Group LLC 13,219 $986k Jun 30, 2019 Jul 11, 2019
Driehaus Capital Management LLC 13,349 $984k Jun 30, 2019 Aug 14, 2019
Baring International Investment Ltd 15,593 $939k Jun 30, 2014 Jul 21, 2014
Cambiar Investors LLC 11,669 $860k Jun 30, 2019 Jul 25, 2019
Private Wealth Advisors Inc 11,508 $848k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 11,508 $848k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 11,508 $848k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 11,508 $848k Jun 30, 2019 Aug 7, 2019
Strid Group LLC 10,349 $763k Jun 30, 2019 Aug 2, 2019
JMG Financial Group Ltd 9,843 $726k Jun 30, 2019 Aug 2, 2019
North American Management Corp 9,247 $682k Jun 30, 2019 Jul 30, 2019
Wealthplan Partners Inc 9,123 $659k Jun 30, 2019 Aug 19, 2019
Gentrust LLC 8,363 $616k Jun 30, 2019 Aug 2, 2019
Pagnatokarp Partners LLC 6,777 $500k Jun 30, 2019 Aug 8, 2019
Kovack Advisors Inc 6,052 $446k Jun 30, 2019 Aug 14, 2019
Kovack International Advisors Inc 6,052 $446k Jun 30, 2019 Aug 14, 2019
Northwest Wealth Management LLC 5,907 $435k Jun 30, 2019 Jul 23, 2019
Kynikos Associates LP 5,893 $434k Jun 30, 2019 Aug 14, 2019
Green Square Capital LLC 4,784 $353k Jun 30, 2019 Aug 14, 2019
Choate Investment Advisors LLC 4,705 $347k Jun 30, 2019 Aug 14, 2019
Biegel & Waller LLC 4,706 $347k Jun 30, 2019 Jul 23, 2019
GM Advisory Group Inc 4,667 $344k Jun 30, 2019 Aug 9, 2019
3Edge Asset Management LP 4,649 $343k Jun 30, 2019 Aug 7, 2019
Avondale Wealth Management LLC 4,430 $327k Jun 30, 2019 Jul 26, 2019
The Rikoon Group LLC 4,425 $326k Jun 30, 2019 Aug 6, 2019
Intrepid Capital Management Inc 3,609 $266k Jun 30, 2019 Aug 13, 2019
van Hulzen Asset Management LLC 3,465 $255k Jun 30, 2019 Aug 8, 2019
Ballew Advisors Inc 3,294 $247k Jun 30, 2019 Jul 17, 2019
Resource Planning Group Ltd 3,247 $239k Jun 30, 2019 Jul 18, 2019
Lakeview Capital Partners LLC 3,186 $235k Jun 30, 2019 Aug 5, 2019
Sheets Smith Wealth Management 3,108 $229k Jun 30, 2019 Jul 12, 2019
Modera Wealth Management LLC 3,000 $221k Jun 30, 2019 Aug 7, 2019
The Financial Consulate Inc 2,900 $214k Jun 30, 2019 Jul 24, 2019
Secrest Blakey & Associates LLC 94 $7k Jun 30, 2019 Aug 13, 2019

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