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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

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