ISHARES
(464288646)
Funds Reporting Holdings of ISHARES according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Quattro Advisors LLC | 24,112 | $1,287,340k | Jun 30, 2019 | Jul 26, 2019 | |
Quattro Financial Advisors LLC | 24,112 | $1,287,340k | Jun 30, 2019 | Jul 26, 2019 | |
Laffer Investments Inc | 6,399 | $341,962k | Jun 30, 2019 | Aug 15, 2019 | |
Charles Schwab Investment Advisory Inc | 3,663,047 | $195,754k | Jun 30, 2019 | Aug 12, 2019 | |
Hirtle Callaghan & Co LLC | 1,990,885 | $106,393k | Jun 30, 2019 | Aug 13, 2019 | |
EP Wealth Advisors LLC | 1,796,507 | $96,005k | Jun 30, 2019 | Aug 27, 2019 | |
Golub Group LLC | 1,221,462 | $65,275k | Jun 30, 2019 | Aug 13, 2019 | |
Evensky & KATZ LLC | 508,629 | $26,865k | Mar 31, 2019 | Aug 6, 2019 | |
Family Management Corporation | 431,934 | $23,083k | Jun 30, 2019 | Aug 14, 2019 | |
Perella Weinberg Partners Capital Management LP | 358,441 | $22,591k | Jun 30, 2019 | Jul 22, 2019 | |
Cutler Investment Counsel LLC | 415,681 | $22,214k | Jun 30, 2019 | Aug 5, 2019 | |
Greenwood Gearhart Inc | 393,478 | $21,027k | Jun 30, 2019 | Aug 7, 2019 | |
Obermeyer WOOD Investment Counsel LLLP | 281,639 | $15,051k | Jun 30, 2019 | Aug 13, 2019 | |
DT Investment Partners LLC | 264,267 | $14,122k | Jun 30, 2019 | Jul 30, 2019 | |
Beacon Investment Advisory Services Inc | 259,131 | $13,848k | Jun 30, 2019 | Aug 7, 2019 | |
Abbrea Capital LLC | 240,745 | $12,865k | Jun 30, 2019 | Jul 31, 2019 | |
Crestwood Advisors Group LLC | 240,073 | $12,830k | Jun 30, 2019 | Aug 14, 2019 | |
White Pine Capital LLC | 239,052 | $12,775k | Jun 30, 2019 | Aug 14, 2019 | |
Capital Investment Services of America Inc | 223,104 | $11,923k | Jun 30, 2019 | Jul 12, 2019 | |
Alley Company LLC | 212,299 | $11,345k | Jun 30, 2019 | Jul 30, 2019 | |
Gilbert & COOK Inc | 207,789 | $11,104k | Jun 30, 2019 | Aug 5, 2019 | |
Fairview Capital Investment Management LLC | 196,084 | $10,478k | Jun 30, 2019 | Aug 14, 2019 | |
Stelac Advisory Services LLC | 195,405 | $10,442k | Jun 30, 2019 | Jul 29, 2019 | |
Allianz Investment Management LLC | 159,837 | $8,541k | Jun 30, 2019 | Aug 8, 2019 | |
New England Private Wealth Advisors LLC | 145,539 | $7,777k | Jun 30, 2019 | Aug 8, 2019 | |
Curbstone Financial Management Corporation | 143,160 | $7,650k | Jun 30, 2019 | Jul 9, 2019 | |
Probity Advisors Inc | 141,018 | $7,536k | Jun 30, 2019 | Aug 8, 2019 | |
Cambridge Investment Research Advisors Inc | 139,218 | $7,440k | Jun 30, 2019 | Aug 15, 2019 | |
Foothills Asset Management Ltd | 134,226 | $7,173k | Jun 30, 2019 | Jul 17, 2019 | |
KWMG LLC | 125,864 | $6,726k | Jun 30, 2019 | Jul 10, 2019 | |
Johanson Financial Advisors Inc | 122,882 | $6,568k | Jun 30, 2019 | Jul 29, 2019 | |
Richard Bernstein Advisors LLC | 114,551 | $6,121k | Jun 30, 2019 | Aug 9, 2019 | |
Bigelow Investment Advisors LLC | 109,463 | $5,850k | Jun 30, 2019 | Jul 17, 2019 | |
Matthew GOFF Investment Advisor LLC | 103,115 | $5,510k | Jun 30, 2019 | Aug 5, 2019 | |
Wealthstar Advisors LLC | 97,492 | $5,211k | Jun 30, 2019 | Aug 7, 2019 | |
Eagle Ridge Investment Management LLC | 95,774 | $5,118k | Jun 30, 2019 | Aug 1, 2019 | |
LaSalle Street Capital Management LLC | 91,378 | $4,883k | Jun 30, 2019 | Aug 8, 2019 | |
Dimension Capital Management LLC | 70,475 | $3,758k | Jun 30, 2019 | Aug 12, 2019 | |
Chesley TAFT & Associates LLC | 70,037 | $3,743k | Jun 30, 2019 | Jul 10, 2019 | |
Shoker Investment Counsel Inc | 68,736 | $3,673k | Jun 30, 2019 | Aug 9, 2019 | |
Armor Investment Advisors LLC | 67,160 | $3,589k | Jun 30, 2019 | Aug 13, 2019 | |
Armor Advisors LLC | 67,160 | $3,589k | Jun 30, 2019 | Aug 13, 2019 | |
Wilshire Associates Incorporated | 60,216 | $3,218k | Jun 30, 2019 | Aug 14, 2019 | |
Aries Wealth Management LLC | 53,462 | $2,846k | Jun 30, 2019 | Jul 15, 2019 | |
Kanawha Capital Management LLC | 52,451 | $2,803k | Jun 30, 2019 | Aug 21, 2019 | |
Granite Group Advisors LLC | 51,957 | $2,777k | Jun 30, 2019 | Jul 23, 2019 | |
Granite Investment Advisors LLC | 51,957 | $2,777k | Jun 30, 2019 | Jul 23, 2019 | |
Strategic Financial Services Inc | 51,942 | $2,776k | Jun 30, 2019 | Aug 13, 2019 | |
Leonetti & Associates LLC | 46,983 | $2,426k | Dec 31, 2018 | Feb 19, 2019 | |
Stephens Group Asset Management LLC | 43,863 | $2,344k | Jun 30, 2019 | Jul 15, 2019 | |
Eagle Global Advisors LLC | 39,800 | $2,127k | Jun 30, 2019 | Aug 13, 2019 | |
COE Capital Management LLC | 39,101 | $2,090k | Jun 30, 2019 | Aug 14, 2019 | |
Torch Wealth Management LLC | 38,224 | $2,043k | Jun 30, 2019 | Aug 2, 2019 | |
The Fiduciary Group LLC | 36,422 | $1,946k | Jun 30, 2019 | Aug 14, 2019 | |
Gradient Capital Advisors LLC | 35,066 | $1,874k | Jun 30, 2019 | Jul 16, 2019 | |
Ifrah Financial Services Inc | 34,573 | $1,848k | Jun 30, 2019 | Aug 6, 2019 | |
Eubel Brady & Suttman Asset Management Inc | 32,792 | $1,752k | Jun 30, 2019 | Aug 12, 2019 | |
Palladium Partners LLC | 31,201 | $1,667k | Jun 30, 2019 | Aug 7, 2019 | |
Horizon Investment Services LLC | 30,992 | $1,656k | Jun 30, 2019 | Aug 13, 2019 | |
Horizon Financial Services LLC | 30,992 | $1,656k | Jun 30, 2019 | Aug 13, 2019 | |
Front Barnett Associates LLC | 30,281 | $1,618k | Jun 30, 2019 | Aug 6, 2019 | |
KCS Wealth Advisory LLC | 29,993 | $1,603k | Jun 30, 2019 | Jul 29, 2019 | |
Kayne Anderson Rudnick Investment Management LLC | 27,168 | $1,451k | Jun 30, 2019 | Aug 14, 2019 | |
Mount Lucas Management LP | 25,052 | $1,339k | Jun 30, 2019 | Aug 14, 2019 | |
Baker Avenue Asset Management LP | 21,307 | $1,138k | Jun 30, 2019 | Aug 14, 2019 | |
Calamos Wealth Management LLC | 21,202 | $1,133k | Jun 30, 2019 | Aug 7, 2019 | |
Fifth Third Securities Inc | 20,863 | $1,114k | Jun 30, 2019 | Jul 30, 2019 | |
Meridian Investment Counsel Inc | 20,758 | $1,109k | Jun 30, 2019 | Aug 13, 2019 | |
Adviceperiod LLC | 20,693 | $1,106k | Jun 30, 2019 | Jul 22, 2019 | |
Woodmont Investment Counsel LLC | 18,690 | $999k | Jun 30, 2019 | Aug 14, 2019 | |
Bluesky Wealth Advisors LLC | 18,400 | $983k | Jun 30, 2019 | Aug 5, 2019 | |
Berkshire Money Management Inc | 17,941 | $959k | Jun 30, 2019 | Jul 29, 2019 | |
van Hulzen Asset Management LLC | 17,566 | $939k | Jun 30, 2019 | Aug 8, 2019 | |
Strategic Financial Group LLC | 16,706 | $893k | Jun 30, 2019 | Jul 29, 2019 | |
Strategic International Limited | 16,706 | $893k | Jun 30, 2019 | Jul 29, 2019 | |
Alesco Advisors LLC | 16,640 | $889k | Jun 30, 2019 | Aug 14, 2019 | |
Wealthstreet Investment Advisors LLC | 14,450 | $772k | Jun 30, 2019 | Jul 16, 2019 | |
Acropolis Investment Management LLC | 13,572 | $725k | Jun 30, 2019 | Jul 11, 2019 | |
Founders Financial Securities LLC | 13,218 | $706k | Jun 30, 2019 | Jul 22, 2019 | |
Asset Advisors Investment Management LLC | 13,050 | $697k | Jun 30, 2019 | Jul 25, 2019 | |
Janney Capital Management LLC | 12,567 | $672k | Jun 30, 2019 | Jul 29, 2019 | |
Lejeune Puetz Investment Counsel | 12,352 | $660k | Jun 30, 2019 | Jul 29, 2019 | |
AFT Forsyth and Company Inc | 11,184 | $598k | Jun 30, 2019 | Jul 29, 2019 | |
Vivaldi Capital Management LLC | 10,887 | $582k | Jun 30, 2019 | Aug 14, 2019 | |
Financial Life Advisors LLC | 10,747 | $574k | Jun 30, 2019 | Jul 29, 2019 | |
Bramshill Investments LLC | 10,652 | $569k | Jun 30, 2019 | Aug 14, 2019 | |
Windsor Capital Management LLC | 10,624 | $567k | Jun 30, 2019 | Aug 2, 2019 | |
Aldebaran Financial Inc | 10,448 | $558k | Jun 30, 2019 | Aug 14, 2019 | |
Ancora Family Wealth Advisors LLC | 5,151 | $545k | Sep 30, 2016 | Nov 4, 2016 | |
Clear Harbor Asset Management LLC | 10,018 | $535k | Jun 30, 2019 | Jul 22, 2019 | |
CAMG Solamere Management LLC | 9,068 | $484k | Jun 30, 2019 | Aug 13, 2019 | |
Cottage Street Advisors LLC | 8,630 | $461k | Jun 30, 2019 | Aug 2, 2019 | |
Alexandria Capital LLC | 8,559 | $457k | Jun 30, 2019 | Aug 12, 2019 | |
North American Management Corp | 8,513 | $455k | Jun 30, 2019 | Jul 30, 2019 | |
Sonata Capital Group Inc | 8,450 | $452k | Jun 30, 2019 | Aug 5, 2019 | |
F3Logic LLC | 8,053 | $429k | Jun 30, 2019 | Aug 2, 2019 | |
Clifford SWAN Investment Counsel LLC | 7,190 | $384k | Jun 30, 2019 | Aug 13, 2019 | |
Edgemoor Investment Advisors Inc | 6,750 | $361k | Jun 30, 2019 | Aug 9, 2019 | |
Terril Brothers Inc | 6,700 | $358k | Jun 30, 2019 | Aug 5, 2019 | |
Waters Parkerson & Co LLC | 6,215 | $332k | Jun 30, 2019 | Aug 6, 2019 | |
Nicholas Hoffman & Company LLC | 5,988 | $320k | Jun 30, 2019 | Aug 12, 2019 | |
Sterling Global Strategies LLC | 5,960 | $315k | Mar 31, 2019 | May 15, 2019 | |
Haverford Financial Services Inc | 5,848 | $313k | Jun 30, 2019 | Aug 13, 2019 | |
HUGH Johnson Advisors LLC | 5,750 | $307k | Jun 30, 2019 | Aug 6, 2019 | |
KMS Financial Services Inc | 2,910 | $306k | Sep 30, 2014 | Nov 17, 2014 | |
Stratford Consulting LLC | 5,688 | $304k | Jun 30, 2019 | Aug 2, 2019 | |
Barrett Asset Management LLC | 5,600 | $299k | Jun 30, 2019 | Aug 5, 2019 | |
RAAB & Moskowitz Asset Management LLC | 5,406 | $288k | Jun 30, 2019 | Aug 9, 2019 | |
Round Table Services LLC | 5,146 | $275k | Jun 30, 2019 | Jul 17, 2019 | |
Evermay Wealth Management LLC | 5,042 | $269k | Jun 30, 2019 | Jul 23, 2019 | |
Sheets Smith Wealth Management | 4,939 | $264k | Jun 30, 2019 | Jul 12, 2019 | |
Condor Capital Management | 4,619 | $247k | Jun 30, 2019 | Aug 5, 2019 | |
Sigma Investment Counselors Inc | 4,310 | $230k | Jun 30, 2019 | Jul 23, 2019 | |
New Potomac Partners LLC | 4,250 | $227k | Jun 30, 2019 | Jul 26, 2019 | |
Emerald Investment Partners LLC | 4,214 | $225k | Jun 30, 2019 | Aug 12, 2019 | |
Coyle Financial Counsel LLC | 3,939 | $211k | Jun 30, 2019 | Aug 13, 2019 | |
EFG Asset Management Americas Corp | 3,860 | $206k | Jun 30, 2019 | Jul 9, 2019 | |
Stearns Financial Services Group Inc | 2,474 | $132k | Jun 30, 2019 | Aug 14, 2019 | |
Summit Financial Group Inc | 2,000 | $107k | Jun 30, 2019 | Jul 3, 2019 | |
Summit Financial LLC | 2,000 | $107k | Jun 30, 2019 | Jul 3, 2019 | |
American Research & Management Company | 1,550 | $83k | Jun 30, 2019 | Jul 18, 2019 | |
First Manhattan Co | 1,250 | $66k | Jun 30, 2019 | Aug 16, 2019 | |
1919 Investment Counsel LLC | 500 | $53k | Sep 30, 2014 | Nov 14, 2014 | |
Interactive Financial Advisors Inc | 595 | $32k | Jun 30, 2019 | Jul 17, 2019 | |
Secrest Blakey & Associates LLC | 448 | $24k | Jun 30, 2019 | Aug 13, 2019 | |
Litman Gregory Asset Management LLC | 44 | $2k | Jun 30, 2019 | Jul 31, 2019 | |
Transamerica Financial Advisors Inc | 1 | $1k | Jun 30, 2019 | Aug 21, 2019 | |
Beacon Capital Management Inc | 5 | $0k | Jun 30, 2019 | Jul 18, 2019 | |
Beacon Capital Management LLC | 5 | $0k | Jun 30, 2019 | Jul 18, 2019 |