ISHARES TR NATIONAL MUN ETF
(464288414)
Funds Reporting Holdings of ISHARES TR NATIONAL MUN ETF according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Portfolio Solutions LLC | 385,103 | $43,551k | Jun 30, 2019 | Aug 5, 2019 | |
| Hengehold Capital Management LLC | 242,472 | $27,421k | Jun 30, 2019 | Jul 23, 2019 | |
| Estate Counselors LLC | 231,265 | $26,154k | Jun 30, 2019 | Aug 7, 2019 | |
| Adviceperiod LLC | 203,640 | $23,030k | Jun 30, 2019 | Jul 22, 2019 | |
| Cahaba Wealth Management Inc | 174,483 | $19,732k | Jun 30, 2019 | Jul 31, 2019 | |
| Merriman Wealth Management LLC | 14,236 | $16,050k | Jun 30, 2019 | Jul 31, 2019 | |
| Morningstar Investment Services LLC | 136,529 | $15,440k | Jun 30, 2019 | Aug 13, 2019 | |
| The Fiduciary Group LLC | 120,352 | $13,611k | Jun 30, 2019 | Aug 14, 2019 | |
| Bernicke Wealth Management Ltd | 109,245 | $12,355k | Jun 30, 2019 | Aug 5, 2019 | |
| Cambridge Investment Research Advisors Inc | 92,357 | $10,445k | Jun 30, 2019 | Aug 15, 2019 | |
| Barber Financial Group | 87,343 | $9,878k | Jun 30, 2019 | Aug 9, 2019 | |
| Financial Engines Advisors LLC | 80,050 | $9,051k | Jun 30, 2019 | Aug 9, 2019 | |
| Curbstone Financial Management Corporation | 77,610 | $8,777k | Jun 30, 2019 | Jul 9, 2019 | |
| Independence Advisors LLC | 76,896 | $8,696k | Jun 30, 2019 | Aug 12, 2019 | |
| Independence Financial Advisors LLC | 76,896 | $8,696k | Jun 30, 2019 | Aug 12, 2019 | |
| Foundations Investment Advisors LLC | 76,856 | $8,690k | Jun 30, 2019 | Jul 8, 2019 | |
| Capital Investment Services of America Inc | 76,104 | $8,607k | Jun 30, 2019 | Jul 12, 2019 | |
| Alley Company LLC | 71,697 | $8,108k | Jun 30, 2019 | Jul 30, 2019 | |
| 3D Asset Management Inc | 64,980 | $7,349k | Jun 30, 2019 | Aug 5, 2019 | |
| Chesley TAFT & Associates LLC | 59,957 | $6,781k | Jun 30, 2019 | Jul 10, 2019 | |
| LGL Partners LLC | 58,269 | $6,590k | Jun 30, 2019 | Aug 14, 2019 | |
| Condor Capital Management | 56,422 | $6,381k | Jun 30, 2019 | Aug 5, 2019 | |
| CLS Investments LLC | 46,813 | $5,294k | Jun 30, 2019 | Aug 14, 2019 | |
| Sadoff Investment Management LLC | 46,367 | $5,244k | Jun 30, 2019 | Aug 7, 2019 | |
| Leonard Rickey Investment Advisors PLLC | 44,526 | $5,035k | Jun 30, 2019 | Jul 10, 2019 | |
| Gentrust LLC | 41,265 | $4,667k | Jun 30, 2019 | Aug 2, 2019 | |
| Fairview Capital Investment Management LLC | 40,875 | $4,622k | Jun 30, 2019 | Aug 14, 2019 | |
| Wildcat Capital Management LLC | 40,600 | $4,582k | Jun 30, 2019 | Aug 14, 2019 | |
| SAND Hill Global Advisors LLC | 39,810 | $4,502k | Jun 30, 2019 | Aug 13, 2019 | |
| Moneywise Inc | 39,544 | $4,472k | Jun 30, 2019 | Jul 17, 2019 | |
| Biltmore Family Office LLC | 37,708 | $4,264k | Jun 30, 2019 | Jul 31, 2019 | |
| Jordan Park Group LLC | 34,117 | $3,858k | Jun 30, 2019 | Jul 22, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 34,097 | $3,853k | Jun 30, 2019 | Aug 14, 2019 | |
| Phillips Financial Management LLC | 33,368 | $3,762k | Jun 30, 2019 | Aug 6, 2019 | |
| Cardan Capital Partners LLC | 29,069 | $3,287k | Jun 30, 2019 | Jul 16, 2019 | |
| Hirtle Callaghan & Co LLC | 27,296 | $3,087k | Jun 30, 2019 | Aug 13, 2019 | |
| CWA Asset Management Group LLC | 24,237 | $2,741k | Jun 30, 2019 | Aug 13, 2019 | |
| Sonata Capital Group Inc | 24,135 | $2,729k | Jun 30, 2019 | Aug 5, 2019 | |
| Alliance Wealth Management Group LLC | 22,871 | $2,586k | Jun 30, 2019 | Aug 12, 2019 | |
| Strategic Financial Group LLC | 22,581 | $2,554k | Jun 30, 2019 | Jul 29, 2019 | |
| Strategic International Limited | 22,581 | $2,554k | Jun 30, 2019 | Jul 29, 2019 | |
| Traynor Capital Management Inc | 22,556 | $2,543k | Jun 30, 2019 | Jul 26, 2019 | |
| White Lighthouse Investment Management Inc | 20,675 | $2,338k | Jun 30, 2019 | Jul 31, 2019 | |
| Valmark Advisers Inc | 20,323 | $2,298k | Jun 30, 2019 | Aug 7, 2019 | |
| Vista Private Wealth Partners LLC | 18,677 | $2,153k | Jun 30, 2019 | Aug 27, 2019 | |
| The Retirement Planning Group Inc | 18,990 | $2,148k | Jun 30, 2019 | Jul 25, 2019 | |
| Financial Advisory Service Inc | 18,723 | $2,117k | Jun 30, 2019 | Jul 25, 2019 | |
| Cambria Investment Management LP | 18,650 | $2,109k | Jun 30, 2019 | Aug 12, 2019 | |
| Cumberland Advisors Inc | 18,106 | $2,048k | Jun 30, 2019 | Jul 11, 2019 | |
| HUGH Johnson Advisors LLC | 18,000 | $2,036k | Jun 30, 2019 | Aug 6, 2019 | |
| Twele Capital Management Inc | 17,909 | $2,025k | Jun 30, 2019 | Jul 18, 2019 | |
| Wealth Enhancement Advisory Services LLC | 17,717 | $2,011k | Jun 30, 2019 | Aug 2, 2019 | |
| Sunesis Advisors LLC | 17,257 | $1,952k | Jun 30, 2019 | Aug 5, 2019 | |
| SWS Partners LLC | 17,078 | $1,938k | Jun 30, 2019 | Aug 13, 2019 | |
| Huntington Steele LLC | 17,609 | $1,918k | Mar 31, 2018 | Apr 18, 2018 | |
| Alesco Advisors LLC | 16,440 | $1,859k | Jun 30, 2019 | Aug 14, 2019 | |
| Fifth Third Securities Inc | 16,080 | $1,818k | Jun 30, 2019 | Jul 30, 2019 | |
| Columbus Macro LLC | 15,458 | $1,748k | Jun 30, 2019 | Jul 16, 2019 | |
| Crow Point Partners LLC | 14,995 | $1,696k | Jun 30, 2019 | Aug 14, 2019 | |
| Northwest Wealth Management LLC | 13,634 | $1,542k | Jun 30, 2019 | Jul 23, 2019 | |
| Keeley-Teton Advisors LLC | 13,000 | $1,470k | Jun 30, 2019 | Aug 12, 2019 | |
| Confluence Wealth Management LLC | 12,762 | $1,443k | Jun 30, 2019 | Aug 9, 2019 | |
| FFT Wealth Management LLC | 11,818 | $1,336k | Jun 30, 2019 | Aug 14, 2019 | |
| Mount Lucas Management LP | 11,777 | $1,332k | Jun 30, 2019 | Aug 14, 2019 | |
| KWMG LLC | 11,404 | $1,290k | Jun 30, 2019 | Jul 10, 2019 | |
| Founders Financial Securities LLC | 10,042 | $1,136k | Jun 30, 2019 | Jul 22, 2019 | |
| Chatham Capital Group Inc | 9,475 | $1,072k | Jun 30, 2019 | Jul 24, 2019 | |
| HIGH Falls Advisors Inc | 9,045 | $1,023k | Jun 30, 2019 | Aug 15, 2019 | |
| West Coast Financial LLC | 8,719 | $986k | Jun 30, 2019 | Jul 16, 2019 | |
| Midwest Professional Planners Ltd | 8,587 | $971k | Jun 30, 2019 | Aug 12, 2019 | |
| Ironwood Wealth Management LLC | 8,123 | $919k | Jun 30, 2019 | Aug 14, 2019 | |
| Westover Capital Advisors LLC | 8,094 | $915k | Jun 30, 2019 | Aug 13, 2019 | |
| Managed Account Services Inc | 7,822 | $883k | Jun 30, 2019 | Jul 15, 2019 | |
| AFT Forsyth and Company Inc | 7,040 | $796k | Jun 30, 2019 | Jul 29, 2019 | |
| Exchange Capital Management Inc | 6,940 | $785k | Jun 30, 2019 | Jul 22, 2019 | |
| Optimum Investment Advisors LLC | 6,880 | $778k | Jun 30, 2019 | Jul 29, 2019 | |
| Interactive Financial Advisors Inc | 6,679 | $755k | Jun 30, 2019 | Jul 17, 2019 | |
| Rainey & Randall Investment Management Inc | 6,408 | $725k | Jun 30, 2019 | Jul 18, 2019 | |
| The O'Dell Group LLC | 6,353 | $719k | Jun 30, 2019 | Jul 24, 2019 | |
| van Hulzen Asset Management LLC | 6,052 | $684k | Jun 30, 2019 | Aug 8, 2019 | |
| Altavista Wealth Management Inc | 6,024 | $681k | Jun 30, 2019 | Aug 13, 2019 | |
| Sheets Smith Wealth Management | 5,747 | $650k | Jun 30, 2019 | Jul 12, 2019 | |
| Successful Portfolios LLC | 5,745 | $650k | Jun 30, 2019 | Jul 11, 2019 | |
| TODD Asset Management LLC | 5,730 | $647k | Jun 30, 2019 | Aug 6, 2019 | |
| Palladium Partners LLC | 5,544 | $627k | Jun 30, 2019 | Aug 7, 2019 | |
| BSW Wealth Partners LLC | 5,132 | $580k | Jun 30, 2019 | Aug 13, 2019 | |
| Secrest Blakey & Associates LLC | 4,866 | $550k | Jun 30, 2019 | Aug 13, 2019 | |
| Peninsula Wealth LLC | 4,671 | $528k | Jun 30, 2019 | Aug 2, 2019 | |
| Lenox Wealth Advisors LLC | 4,655 | $526k | Jun 30, 2019 | Jul 12, 2019 | |
| Dividend Assets Capital LLC | 4,600 | $520k | Jun 30, 2019 | Jul 12, 2019 | |
| Kanawha Capital Management LLC | 4,492 | $508k | Jun 30, 2019 | Aug 21, 2019 | |
| Toroso Investments LLC | 4,500 | $508k | Jun 30, 2019 | Aug 15, 2019 | |
| Blue FIN Capital Inc | 4,200 | $474k | Jun 30, 2019 | Jul 22, 2019 | |
| WSFS Capital Management LLC | 4,145 | $469k | Jun 30, 2019 | Aug 14, 2019 | |
| Calamos Wealth Management LLC | 3,630 | $411k | Jun 30, 2019 | Aug 7, 2019 | |
| CAMG Solamere Management LLC | 3,625 | $410k | Jun 30, 2019 | Aug 13, 2019 | |
| Private Vista LLC | 3,502 | $396k | Jun 30, 2019 | Jul 19, 2019 | |
| Riverpoint Wealth Management Holdings LLC | 3,452 | $390k | Jun 30, 2019 | Aug 12, 2019 | |
| Signature Financial Management Inc | 3,406 | $371k | Dec 31, 2018 | Feb 13, 2019 | |
| Sigfig Wealth Management LLC | 3,213 | $363k | Jun 30, 2019 | Aug 5, 2019 | |
| Summit Financial Wealth Advisors LLC | 3,206 | $363k | Jun 30, 2019 | Jul 16, 2019 | |
| Summit Wealth Advisors Inc | 3,206 | $363k | Jun 30, 2019 | Jul 16, 2019 | |
| Pagnatokarp Partners LLC | 3,160 | $357k | Jun 30, 2019 | Aug 8, 2019 | |
| HT Partners LLC | 3,147 | $356k | Jun 30, 2019 | Jul 9, 2019 | |
| Mcnamara Financial Services Inc | 3,127 | $348k | Jun 30, 2019 | Jul 12, 2019 | |
| Windham Capital Management LLC | 2,944 | $333k | Jun 30, 2019 | Aug 14, 2019 | |
| Wealthstar Advisors LLC | 2,897 | $328k | Jun 30, 2019 | Aug 7, 2019 | |
| Northwest Investment Counselors LLC | 2,885 | $326k | Jun 30, 2019 | Jul 25, 2019 | |
| Wealth and Pension Services Group Inc | 2,883 | $326k | Jun 30, 2019 | Aug 15, 2019 | |
| STA Wealth Management LLC | 2,828 | $320k | Jun 30, 2019 | Aug 14, 2019 | |
| Vista Investment Management LLC | 2,724 | $308k | Jun 30, 2019 | Aug 14, 2019 | |
| Alexandria Capital LLC | 2,710 | $306k | Jun 30, 2019 | Aug 12, 2019 | |
| Paulson Wealth Management Inc | 2,577 | $292k | Jun 30, 2019 | Jul 30, 2019 | |
| Huber Financial Advisors LLC | 2,580 | $292k | Jun 30, 2019 | Aug 5, 2019 | |
| CPWM LLC | 2,500 | $283k | Jun 30, 2019 | Aug 2, 2019 | |
| Destination Wealth Management | 2,441 | $276k | Jun 30, 2019 | Jul 19, 2019 | |
| Good Harbor Financial LLC | 2,300 | $252k | Sep 30, 2015 | Nov 13, 2015 | |
| Vivaldi Capital Management LLC | 2,214 | $250k | Jun 30, 2019 | Aug 14, 2019 | |
| Mcadam LLC | 2,207 | $250k | Jun 30, 2019 | Jul 30, 2019 | |
| Clear Perspective Advisors LLC | 2,189 | $248k | Jun 30, 2019 | Aug 12, 2019 | |
| Diligent Investors LLC | 2,171 | $246k | Jun 30, 2019 | Aug 1, 2019 | |
| Sensible Financial Planning and Management LLC | 2,165 | $245k | Jun 30, 2019 | Aug 7, 2019 | |
| Cabana LLC | 2,063 | $236k | Jun 30, 2019 | Aug 9, 2019 | |
| Peak Asset Management LLC | 2,077 | $235k | Jun 30, 2019 | Aug 15, 2019 | |
| Avondale Wealth Management LLC | 2,000 | $226k | Jun 30, 2019 | Jul 26, 2019 | |
| American Financial Network Advisory Services LLC | 1,835 | $208k | Jun 30, 2019 | Aug 9, 2019 | |
| SYM Financial Corporation | 1,370 | $155k | Jun 30, 2019 | Jul 29, 2019 | |
| Highland Private Wealth Management | 1,177 | $133k | Jun 30, 2019 | Aug 13, 2019 | |
| The RICE Partnership LLC | 977 | $110k | Jun 30, 2019 | Jul 25, 2019 | |
| Sound Income Strategies LLC | 669 | $76k | Jun 30, 2019 | Jul 16, 2019 | |
| Evensky & KATZ LLC | 354 | $39k | Mar 31, 2019 | Aug 6, 2019 | |
| Transamerica Financial Advisors Inc | 84 | $10k | Jun 30, 2019 | Aug 21, 2019 | |
| Armor Investment Advisors LLC | 85 | $10k | Jun 30, 2019 | Aug 13, 2019 | |
| Armor Advisors LLC | 85 | $10k | Jun 30, 2019 | Aug 13, 2019 |