investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best
Nothings Found.

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

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.


Recently Searched Firms

Please note: Search data is accumulated by 3rd party and refreshed once per day.

Copyright © 2023 by InvestingReview.org / All Rights Reserved.