ISHARES
(464288448)
Funds Reporting Holdings of ISHARES according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Round Table Services LLC | 924,058 | $28,387k | Jun 30, 2019 | Jul 17, 2019 | |
Signature Estate & Investment Advisors LLC | 461,065 | $14,164k | Jun 30, 2019 | Aug 1, 2019 | |
Aspiriant LLC | 261,480 | $8,033k | Jun 30, 2019 | Aug 6, 2019 | |
Biegel & Waller LLC | 233,087 | $7,160k | Jun 30, 2019 | Jul 23, 2019 | |
WE Donoghue & Co LLC | 156,816 | $4,817k | Jun 30, 2019 | Jul 23, 2019 | |
Strategic Financial Group LLC | 156,260 | $4,800k | Jun 30, 2019 | Jul 29, 2019 | |
Strategic International Limited | 156,260 | $4,800k | Jun 30, 2019 | Jul 29, 2019 | |
Athena Capital Advisors LLC | 145,958 | $4,484k | Jun 30, 2019 | Aug 9, 2019 | |
Cornerstone Advisory LLC | 135,690 | $4,168k | Jun 30, 2019 | Aug 8, 2019 | |
Valmark Advisers Inc | 130,619 | $4,013k | Jun 30, 2019 | Aug 7, 2019 | |
Westend Advisors LLC | 128 | $3,932k | Jun 30, 2019 | Jul 23, 2019 | |
Cambridge Investment Research Advisors Inc | 119,535 | $3,672k | Jun 30, 2019 | Aug 15, 2019 | |
Murphy Middleton Hinkle & Parker Inc | 112,451 | $3,455k | Jun 30, 2019 | Jul 15, 2019 | |
Wealth Advisors of Tampa BAY LLC | 106,300 | $3,266k | Jun 30, 2019 | Jul 23, 2019 | |
FFT Wealth Management LLC | 90,627 | $2,784k | Jun 30, 2019 | Aug 14, 2019 | |
RPG Investment Advisory LLC | 89,805 | $2,760k | Jun 30, 2019 | Jul 10, 2019 | |
Wilshire Associates Incorporated | 76,210 | $2,341k | Jun 30, 2019 | Aug 14, 2019 | |
1919 Investment Counsel LLC | 53,011 | $1,898k | Sep 30, 2014 | Nov 14, 2014 | |
Klingman and Associates LLC | 60,261 | $1,851k | Jun 30, 2019 | Jul 24, 2019 | |
RAAB & Moskowitz Asset Management LLC | 56,738 | $1,743k | Jun 30, 2019 | Aug 9, 2019 | |
NTV Asset Management LLC | 50,100 | $1,539k | Jun 30, 2019 | Jul 29, 2019 | |
Beacon Investment Advisory Services Inc | 48,073 | $1,477k | Jun 30, 2019 | Aug 7, 2019 | |
Bingham Osborn & Scarborough LLC | 47,070 | $1,446k | Jun 30, 2019 | Aug 2, 2019 | |
Omnistar Financial Group Inc | 45,620 | $1,401k | Jun 30, 2019 | Jul 30, 2019 | |
Stokes & Hubbell Capital Management LLC | 45,321 | $1,399k | Mar 31, 2019 | Apr 24, 2019 | |
Financial Advisory Service Inc | 40,403 | $1,241k | Jun 30, 2019 | Jul 25, 2019 | |
Annex Advisory Services LLC | 39,589 | $1,216k | Jun 30, 2019 | Jul 18, 2019 | |
Intersect Capital LLC | 38,907 | $1,195k | Jun 30, 2019 | Aug 9, 2019 | |
LBMC Investment Advisors LLC | 35,746 | $1,098k | Jun 30, 2019 | Jul 18, 2019 | |
DB Root & Company LLC | 33,641 | $1,033k | Jun 30, 2019 | Jul 19, 2019 | |
Lejeune Puetz Investment Counsel | 30,088 | $924k | Jun 30, 2019 | Jul 29, 2019 | |
Highwater Wealth Management LLC | 28,589 | $878k | Jun 30, 2019 | Jul 18, 2019 | |
Perella Weinberg Partners Capital Management LP | 27,565 | $847k | Jun 30, 2019 | Jul 22, 2019 | |
Stony Point Wealth Management Inc | 25,889 | $792k | Jun 30, 2019 | Jul 23, 2019 | |
Newfound Research LLC | 20,700 | $636k | Jun 30, 2019 | Aug 13, 2019 | |
Bluesky Wealth Advisors LLC | 18,459 | $567k | Jun 30, 2019 | Aug 5, 2019 | |
Personal Resources Investment and Strategic Management Inc | 17,525 | $538k | Jun 30, 2019 | Aug 6, 2019 | |
Dimension Capital Management LLC | 16,857 | $518k | Jun 30, 2019 | Aug 12, 2019 | |
Vivaldi Capital Management LLC | 16,376 | $503k | Jun 30, 2019 | Aug 14, 2019 | |
van Hulzen Asset Management LLC | 16,330 | $502k | Jun 30, 2019 | Aug 8, 2019 | |
The Retirement Planning Group Inc | 15,906 | $489k | Jun 30, 2019 | Jul 25, 2019 | |
Colonial Trust Advisors Inc | 15,775 | $485k | Jun 30, 2019 | Aug 21, 2019 | |
Epstein and White Financial LLC | 15,081 | $457k | Jun 30, 2019 | Jul 19, 2019 | |
Pagnatokarp Partners LLC | 12,755 | $392k | Jun 30, 2019 | Aug 8, 2019 | |
SWS Partners LLC | 12,159 | $375k | Jun 30, 2019 | Aug 13, 2019 | |
Plancorp LLC | 11,112 | $341k | Jun 30, 2019 | Aug 13, 2019 | |
Summit Financial Group Inc | 10,898 | $335k | Jun 30, 2019 | Jul 3, 2019 | |
Summit Financial LLC | 10,898 | $335k | Jun 30, 2019 | Jul 3, 2019 | |
Advisory Alpha LLC | 10,138 | $311k | Jun 30, 2019 | Aug 16, 2019 | |
Crescent Grove Advisors LLC | 9,813 | $301k | Jun 30, 2019 | Aug 6, 2019 | |
Calamos Wealth Management LLC | 9,147 | $281k | Jun 30, 2019 | Aug 7, 2019 | |
Fifth Third Securities Inc | 9,076 | $278k | Jun 30, 2019 | Jul 30, 2019 | |
Wooster Corthell Wealth Management Inc | 8,624 | $265k | Jun 30, 2019 | Jul 31, 2019 | |
United Asset Strategies Inc | 7,710 | $237k | Jun 30, 2019 | Jul 31, 2019 | |
KMS Financial Services Inc | 6,313 | $226k | Sep 30, 2014 | Nov 17, 2014 | |
Cambria Investment Management LP | 6,799 | $209k | Jun 30, 2019 | Aug 12, 2019 | |
Aries Wealth Management LLC | 6,587 | $205k | Jun 30, 2019 | Jul 15, 2019 | |
Family Management Corporation | 6,260 | $192k | Jun 30, 2019 | Aug 14, 2019 | |
Millburn Ridgefield Corporation | 4,959 | $152k | Jun 30, 2019 | Jul 18, 2019 | |
Janus Capital Management LLC | 2,156 | $68k | Mar 31, 2017 | May 16, 2017 | |
Barrett Asset Management LLC | 1,792 | $55k | Jun 30, 2019 | Aug 5, 2019 | |
First Manhattan Co | 731 | $22k | Jun 30, 2019 | Aug 16, 2019 | |
Armor Investment Advisors LLC | 729 | $22k | Jun 30, 2019 | Aug 13, 2019 | |
Armor Advisors LLC | 729 | $22k | Jun 30, 2019 | Aug 13, 2019 | |
Emerald Investment Partners LLC | 432 | $13k | Jun 30, 2019 | Aug 12, 2019 |