ISHARES TR
(464288356)
Funds Reporting Holdings of ISHARES TR according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Charles Schwab Investment Advisory Inc | 2,857,133 | $173,257k | Jun 30, 2019 | Aug 12, 2019 | |
PURE Financial Advisors Inc | 218,459 | $13,247k | Jun 30, 2019 | Jul 11, 2019 | |
Kayne Anderson Rudnick Investment Management LLC | 109,214 | $6,606k | Jun 30, 2019 | Aug 14, 2019 | |
Adviceperiod LLC | 105,043 | $6,370k | Jun 30, 2019 | Jul 22, 2019 | |
Towerpoint Wealth LLC | 94,744 | $5,779k | Jun 30, 2019 | Aug 7, 2019 | |
Portfolio Solutions LLC | 74,065 | $4,491k | Jun 30, 2019 | Aug 5, 2019 | |
Parkside Advisors LLC | 60,225 | $3,652k | Jun 30, 2019 | Jul 10, 2019 | |
KARP Capital Management Corporation | 52,754 | $3,199k | Jun 30, 2019 | Aug 8, 2019 | |
Parker Investment Management LLC | 37,545 | $2,277k | Jun 30, 2019 | Aug 15, 2019 | |
Cambridge Investment Research Advisors Inc | 36,140 | $2,192k | Jun 30, 2019 | Aug 15, 2019 | |
Fairview Capital Investment Management LLC | 26,225 | $1,590k | Jun 30, 2019 | Aug 14, 2019 | |
ELM Advisors LLC | 21,428 | $1,299k | Jun 30, 2019 | Jul 3, 2019 | |
HCR Wealth Advisors | 16,230 | $984k | Jun 30, 2019 | Jul 25, 2019 | |
Newfocus Financial Group LLC | 15,343 | $930k | Jun 30, 2019 | Jul 23, 2019 | |
Litman Gregory Asset Management LLC | 14,369 | $871k | Jun 30, 2019 | Jul 31, 2019 | |
EP Wealth Advisors LLC | 12,755 | $773k | Jun 30, 2019 | Aug 27, 2019 | |
COE Capital Management LLC | 10,140 | $615k | Jun 30, 2019 | Aug 14, 2019 | |
Retirement Capital Strategies Inc | 8,648 | $525k | Jun 30, 2019 | Aug 2, 2019 | |
Emery & Howard Portfolio Management | 8,488 | $515k | Jun 30, 2019 | Aug 9, 2019 | |
Biltmore Family Office LLC | 6,890 | $418k | Jun 30, 2019 | Jul 31, 2019 | |
Sonata Capital Group Inc | 6,541 | $397k | Jun 30, 2019 | Aug 5, 2019 | |
The WEIL Company | 6,320 | $383k | Jun 30, 2019 | Aug 12, 2019 | |
Eagle Ridge Investment Management LLC | 5,505 | $334k | Jun 30, 2019 | Aug 1, 2019 | |
Epstein and White Financial LLC | 4,242 | $256k | Jun 30, 2019 | Jul 19, 2019 | |
Crestwood Advisors Group LLC | 3,400 | $206k | Jun 30, 2019 | Aug 14, 2019 |