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ISHARES TR
(464288687)

Funds Reporting Holdings of ISHARES TR according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Quattro Advisors LLC 32,015 $1,188,695k Jun 30, 2019 Jul 26, 2019
Quattro Financial Advisors LLC 32,015 $1,188,695k Jun 30, 2019 Jul 26, 2019
WE Donoghue & Co LLC 661,926 $24,392k Jun 30, 2019 Jul 23, 2019
Cambridge Investment Research Advisors Inc 621,340 $22,896k Jun 30, 2019 Aug 15, 2019
Janus Capital Management LLC 578,366 $22,383k Mar 31, 2017 May 16, 2017
Intersect Capital LLC 482,160 $17,768k Jun 30, 2019 Aug 9, 2019
Summit Wealth Advisors Inc 445,204 $16,406k Jun 30, 2019 Jul 16, 2019
Summit Financial Wealth Advisors LLC 445,204 $16,406k Jun 30, 2019 Jul 16, 2019
LDR Capital Management LLC 370,394 $13,649k Jun 30, 2019 Jul 31, 2019
HIGH Falls Advisors Inc 360,057 $13,268k Jun 30, 2019 Aug 15, 2019
Brave Asset Management Inc 308,770 $11,378k Jun 30, 2019 Aug 5, 2019
Baltimore-Washington Financial Advisors Inc 269,562 $9,933k Jun 30, 2019 Jul 25, 2019
Overbrook Management Corporation 250,804 $9,242k Jun 30, 2019 Aug 13, 2019
Northside Capital Management LLC 243,195 $8,962k Jun 30, 2019 Jul 16, 2019
Windsor Capital Management LLC 192,980 $7,111k Jun 30, 2019 Aug 2, 2019
Chatham Capital Group Inc 191,750 $7,066k Jun 30, 2019 Jul 24, 2019
Shepherd Financial Partners LLC 187,487 $6,909k Jun 30, 2019 Aug 5, 2019
Wendell David Associates Inc 156,480 $5,766k Jun 30, 2019 Jul 16, 2019
Leicht Financial Planning and Wealth Management Inc 152,891 $5,634k Jun 30, 2019 Aug 2, 2019
Palouse Capital Management Inc 152,107 $5,605k Jun 30, 2019 Aug 6, 2019
Blue FIN Capital Inc 137,749 $5,076k Jun 30, 2019 Jul 22, 2019
Pagnatokarp Partners LLC 129,847 $4,785k Jun 30, 2019 Aug 8, 2019
Westend Advisors LLC 128 $4,716k Jun 30, 2019 Jul 23, 2019
Jackson Grant Investment Advisers Inc 126,228 $4,651k Jun 30, 2019 Aug 13, 2019
First Manhattan Co 117,800 $4,340k Jun 30, 2019 Aug 16, 2019
1919 Investment Counsel LLC 109,204 $4,316k Sep 30, 2014 Nov 14, 2014
Family Management Corporation 109,021 $4,017k Jun 30, 2019 Aug 14, 2019
Ballast Inc 107,249 $3,952k Jun 30, 2019 Jul 26, 2019
HCR Wealth Advisors 104,431 $3,848k Jun 30, 2019 Jul 25, 2019
New England Asset Management Inc 98,080 $3,614k Jun 30, 2019 Aug 14, 2019
Mount Lucas Management LP 97,104 $3,578k Jun 30, 2019 Aug 14, 2019
Traynor Capital Management Inc 88,953 $3,279k Jun 30, 2019 Jul 26, 2019
SPC Financial Inc 86,960 $3,204k Jun 30, 2019 Aug 1, 2019
Pring/Turner Capital Group Inc 81,805 $2,800k Dec 31, 2018 Feb 14, 2019
Dearborn Capital Management LLC 74,000 $2,748k Sep 30, 2018 Nov 1, 2018
Quest Investment Management LLC 62,998 $2,321k Jun 30, 2019 Aug 13, 2019
Lejeune Puetz Investment Counsel 57,885 $2,133k Jun 30, 2019 Jul 29, 2019
North American Management Corp 56,667 $2,088k Jun 30, 2019 Jul 30, 2019
Curbstone Financial Management Corporation 56,290 $2,074k Jun 30, 2019 Jul 9, 2019
AFT Forsyth and Company Inc 55,275 $2,037k Jun 30, 2019 Jul 29, 2019
White Pine Capital LLC 53,637 $1,977k Jun 30, 2019 Aug 14, 2019
Valicenti Advisory Services Inc 52,256 $1,926k Jun 30, 2019 Jul 17, 2019
LBMC Investment Advisors LLC 48,060 $1,771k Jun 30, 2019 Jul 18, 2019
Newfound Research LLC 45,647 $1,682k Jun 30, 2019 Aug 13, 2019
Connecticut Wealth Management LLC 43,618 $1,607k Jun 30, 2019 Jul 29, 2019
KMS Financial Services Inc 37,766 $1,493k Sep 30, 2014 Nov 17, 2014
Ballew Advisors Inc 38,403 $1,422k Jun 30, 2019 Jul 17, 2019
Wealthstar Advisors LLC 37,497 $1,382k Jun 30, 2019 Aug 7, 2019
Tocqueville Asset Management LP 36,534 $1,346k Jun 30, 2019 Jul 31, 2019
Founders Financial Securities LLC 33,820 $1,246k Jun 30, 2019 Jul 22, 2019
The Northstar Group Inc 33,505 $1,235k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 33,505 $1,235k Jun 30, 2019 Jul 12, 2019
Northwest Investment Counselors LLC 33,261 $1,226k Jun 30, 2019 Jul 25, 2019
Rainey & Randall Investment Management Inc 31,295 $1,153k Jun 30, 2019 Jul 18, 2019
Nikulski Financial Inc 30,309 $1,126k Jun 30, 2019 Jul 22, 2019
The Mathes Company Inc 30,500 $1,124k Jun 30, 2019 Jul 29, 2019
Telos Capital Management Inc 29,901 $1,102k Jun 30, 2019 Jul 19, 2019
Valmark Advisers Inc 28,408 $1,047k Jun 30, 2019 Aug 7, 2019
Alexandria Capital LLC 26,629 $981k Jun 30, 2019 Aug 12, 2019
Carret Asset Management LLC 26,475 $976k Jun 30, 2019 Aug 12, 2019
Sonata Capital Group Inc 26,344 $971k Jun 30, 2019 Aug 5, 2019
New England Private Wealth Advisors LLC 24,630 $907k Jun 30, 2019 Aug 8, 2019
Interactive Financial Advisors Inc 24,458 $901k Jun 30, 2019 Jul 17, 2019
Crabel Capital Management LLC 23,550 $868k Jun 30, 2019 Aug 13, 2019
Karpas Strategies LLC 22,275 $821k Jun 30, 2019 Jul 25, 2019
Nottingham Advisors Inc 20,380 $751k Jun 30, 2019 Jul 17, 2019
Lattice Strategies LLC 20,449 $747k Mar 31, 2019 May 8, 2019
LGL Partners LLC 19,006 $700k Jun 30, 2019 Aug 14, 2019
Cottage Street Advisors LLC 16,205 $597k Jun 30, 2019 Aug 2, 2019
EFG Asset Management Americas Corp 15,607 $575k Jun 30, 2019 Jul 9, 2019
Prelude Capital Management LLC 15,585 $574k Jun 30, 2019 Aug 14, 2019
KCS Wealth Advisory LLC 15,527 $572k Jun 30, 2019 Jul 29, 2019
Strategic International Limited 15,364 $566k Jun 30, 2019 Jul 29, 2019
Strategic Financial Group LLC 15,364 $566k Jun 30, 2019 Jul 29, 2019
Cohen Klingenstein LLC 15,000 $553k Jun 30, 2019 Jul 15, 2019
Elgethun Capital Management 14,948 $551k Jun 30, 2019 Aug 8, 2019
CPWM LLC 14,960 $551k Jun 30, 2019 Aug 2, 2019
Gentrust LLC 14,390 $537k Jun 30, 2019 Aug 2, 2019
Fagan Associates Inc 13,978 $515k Jun 30, 2019 Jul 12, 2019
Contrarian Capital Management LLC 13,936 $514k Jun 30, 2019 Aug 14, 2019
Cornell Pochily Investment Advisors Inc 13,928 $513k Jun 30, 2019 Jul 22, 2019
Granite Group Advisors LLC 13,500 $497k Jun 30, 2019 Jul 23, 2019
Granite Investment Advisors LLC 13,500 $497k Jun 30, 2019 Jul 23, 2019
DAY & Ennis LLC 13,058 $481k Jun 30, 2019 Aug 2, 2019
BHK Investment Advisors LLC 12,963 $478k Jun 30, 2019 Aug 2, 2019
Somerset Group LLC 12,900 $475k Jun 30, 2019 Aug 12, 2019
SFMG LLC 12,690 $474k Jun 30, 2019 Aug 5, 2019
Ashfield Capital Partners LLC 12,071 $445k Jun 30, 2019 Jul 29, 2019
Clifford SWAN Investment Counsel LLC 11,918 $439k Jun 30, 2019 Aug 13, 2019
First Wilshire Securities Management Inc 11,843 $436k Jun 30, 2019 Aug 14, 2019
Beacon Investment Advisory Services Inc 11,611 $428k Jun 30, 2019 Aug 7, 2019
Grand JEAN Capital Management Inc 11,535 $425k Jun 30, 2019 Aug 13, 2019
White Lighthouse Investment Management Inc 11,513 $424k Jun 30, 2019 Jul 31, 2019
Insight 2811 Inc 10,714 $396k Jun 30, 2019 Jul 9, 2019
The Investment House LLC 10,058 $371k Jun 30, 2019 Aug 5, 2019
Northwest Wealth Management LLC 9,911 $365k Jun 30, 2019 Jul 23, 2019
CWA Asset Management Group LLC 9,882 $364k Jun 30, 2019 Aug 13, 2019
Signet Financial Management LLC 9,682 $361k Jun 30, 2019 Aug 13, 2019
E & G Advisors LP 9,325 $344k Jun 30, 2019 Jul 12, 2019
Cumberland Advisors Inc 8,955 $330k Jun 30, 2019 Jul 11, 2019
Asset Advisors Investment Management LLC 8,900 $328k Jun 30, 2019 Jul 25, 2019
Suncoast Equity Management LLC 8,815 $325k Jun 30, 2019 Jul 26, 2019
Burleson & Company LLC 8,678 $323k Jun 30, 2019 Aug 5, 2019
Lenox Wealth Advisors LLC 8,546 $315k Jun 30, 2019 Jul 12, 2019
Kingfisher Capital LLC 8,370 $308k Jun 30, 2019 Aug 14, 2019
Advisory Alpha LLC 8,302 $307k Jun 30, 2019 Aug 16, 2019
Affiance Financial LLC 7,727 $285k Jun 30, 2019 Jul 11, 2019
Newfocus Financial Group LLC 7,565 $279k Jun 30, 2019 Jul 23, 2019
Lateef Investment Management LP 7,115 $262k Jun 30, 2019 Aug 12, 2019
American Financial Network Advisory Services LLC 7,049 $260k Jun 30, 2019 Aug 9, 2019
DT Investment Partners LLC 6,892 $254k Jun 30, 2019 Jul 30, 2019
Athena Capital Advisors LLC 6,850 $252k Jun 30, 2019 Aug 9, 2019
Miles Capital Inc 6,724 $248k Jun 30, 2019 Aug 13, 2019
Peak Capital Management LLC 6,613 $244k Jun 30, 2019 Aug 22, 2019
Abbrea Capital LLC 6,595 $243k Jun 30, 2019 Jul 31, 2019
Harbour Capital Advisors LLC 6,575 $242k Jun 30, 2019 Jul 10, 2019
American Money Management LLC 6,550 $241k Jun 30, 2019 Aug 12, 2019
Stelac Advisory Services LLC 6,500 $240k Jun 30, 2019 Jul 29, 2019
Blue CHIP Wealth Management Inc 6,414 $236k Jun 30, 2019 Aug 13, 2019
Westover Capital Advisors LLC 6,000 $221k Jun 30, 2019 Aug 13, 2019
Staley Capital Advisers Inc 6,000 $221k Jun 30, 2019 Aug 9, 2019
van Hulzen Asset Management LLC 5,909 $218k Jun 30, 2019 Aug 8, 2019
Gradient Capital Advisors LLC 5,850 $216k Jun 30, 2019 Jul 16, 2019
The Genwealth Group Inc 5,832 $215k Jun 30, 2019 Jul 10, 2019
Lakeview Capital Partners LLC 5,750 $212k Jun 30, 2019 Aug 5, 2019
Fernwood Investment Management LLC 5,636 $208k Jun 30, 2019 Aug 1, 2019
Dividend Assets Capital LLC 3,458 $127k Jun 30, 2019 Jul 12, 2019
Baker Ellis Asset Management LLC 3,000 $111k Jun 30, 2019 Aug 12, 2019
Lucia Wealth Services LLC 2,215 $82k Jun 30, 2019 Jul 23, 2019
Thomas J Herzfeld Advisors Inc 2,000 $74k Jun 30, 2019 Aug 13, 2019
BTS Asset Management Inc 1,852 $68k Jun 30, 2019 Aug 14, 2019
Barrett Asset Management LLC 1,782 $66k Jun 30, 2019 Aug 5, 2019
Kayne Anderson Rudnick Investment Management LLC 1,638 $60k Jun 30, 2019 Aug 14, 2019
Asset Planning Services Inc 432 $16k Jun 30, 2019 Jul 17, 2019
Asset Planning Services Ltd 432 $16k Jun 30, 2019 Jul 17, 2019
Stearns Financial Services Group Inc 300 $11k Jun 30, 2019 Aug 14, 2019
FFCM LLC 209 $8k Jun 30, 2019 Jul 30, 2019
QS Investors LLC 208 $8k Jun 30, 2019 Aug 14, 2019
Transamerica Financial Advisors Inc 30 $2k Jun 30, 2019 Aug 21, 2019
Beacon Capital Management LLC 5 $0k Jun 30, 2019 Jul 18, 2019
Beacon Capital Management Inc 5 $0k Jun 30, 2019 Jul 18, 2019

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