ISHARES
(464288877)
Funds Reporting Holdings of ISHARES according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Morningstar Investment Services LLC | 2,063,719 | $99,203k | Jun 30, 2019 | Aug 13, 2019 | |
Futureadvisor Inc | 550,422 | $25,479k | Sep 30, 2015 | Nov 17, 2015 | |
ALPS Advisors Inc | 471,164 | $22,649k | Jun 30, 2019 | Aug 7, 2019 | |
Accredited Investors Inc | 421,641 | $20,268k | Jun 30, 2019 | Aug 13, 2019 | |
Hapanowicz & Associates Financial Services Inc | 265,068 | $12,739k | Jun 30, 2019 | Jul 29, 2019 | |
Parkside Advisors LLC | 247,395 | $11,892k | Jun 30, 2019 | Jul 10, 2019 | |
Baker Avenue Asset Management LP | 246,850 | $11,866k | Jun 30, 2019 | Aug 14, 2019 | |
The Relaxing Retirement Coach Inc | 234,001 | $11,238k | Jun 30, 2019 | Aug 5, 2019 | |
Independence Advisors LLC | 231,582 | $11,132k | Jun 30, 2019 | Aug 12, 2019 | |
Independence Financial Advisors LLC | 231,582 | $11,132k | Jun 30, 2019 | Aug 12, 2019 | |
The Fiduciary Group LLC | 224,156 | $10,775k | Jun 30, 2019 | Aug 14, 2019 | |
Plancorp LLC | 215,942 | $10,380k | Jun 30, 2019 | Aug 13, 2019 | |
Carlson Capital Management LLC | 185,584 | $8,921k | Jun 30, 2019 | Jul 15, 2019 | |
Interactive Financial Advisors Inc | 182,818 | $8,788k | Jun 30, 2019 | Jul 17, 2019 | |
Aspiriant LLC | 156,467 | $7,528k | Jun 30, 2019 | Aug 6, 2019 | |
Alesco Advisors LLC | 150,482 | $7,234k | Jun 30, 2019 | Aug 14, 2019 | |
S R Schill & Associates Inc | 148,083 | $7,118k | Jun 30, 2019 | Aug 19, 2019 | |
Merriman Wealth Management LLC | 13,895 | $6,711k | Jun 30, 2019 | Jul 31, 2019 | |
Staley Capital Advisers Inc | 119,350 | $5,737k | Jun 30, 2019 | Aug 9, 2019 | |
Nicholas Hoffman & Company LLC | 114,009 | $5,480k | Jun 30, 2019 | Aug 12, 2019 | |
Wakefield Asset Management LLLP | 99,873 | $4,801k | Jun 30, 2019 | Aug 13, 2019 | |
Cambridge Investment Research Advisors Inc | 94,240 | $4,530k | Jun 30, 2019 | Aug 15, 2019 | |
Managed Account Services Inc | 92,349 | $4,472k | Jun 30, 2019 | Jul 15, 2019 | |
Northrock Partners LLC | 85,947 | $4,133k | Jun 30, 2019 | Aug 12, 2019 | |
Gilbert & COOK Inc | 73,647 | $3,540k | Jun 30, 2019 | Aug 5, 2019 | |
Stearns Financial Services Group Inc | 70,175 | $3,373k | Jun 30, 2019 | Aug 14, 2019 | |
Wilshire Associates Incorporated | 67,582 | $3,249k | Jun 30, 2019 | Aug 14, 2019 | |
Unison Advisors LLC | 58,214 | $2,798k | Jun 30, 2019 | Jul 11, 2019 | |
Advisory Alpha LLC | 56,224 | $2,685k | Jun 30, 2019 | Aug 16, 2019 | |
United Asset Strategies Inc | 45,518 | $2,188k | Jun 30, 2019 | Jul 31, 2019 | |
GHP Investment Advisors Inc | 38,258 | $1,839k | Jun 30, 2019 | Aug 2, 2019 | |
Northwest Wealth Management LLC | 37,638 | $1,809k | Jun 30, 2019 | Jul 23, 2019 | |
WSFS Capital Management LLC | 30,528 | $1,467k | Jun 30, 2019 | Aug 14, 2019 | |
EP Wealth Advisors LLC | 28,621 | $1,376k | Jun 30, 2019 | Aug 27, 2019 | |
Bingham Osborn & Scarborough LLC | 28,491 | $1,370k | Jun 30, 2019 | Aug 2, 2019 | |
Neumann Capital Management LLC | 26,895 | $1,293k | Jun 30, 2019 | Jul 25, 2019 | |
Condor Capital Management | 23,378 | $1,124k | Jun 30, 2019 | Aug 5, 2019 | |
Harbour Capital Advisors LLC | 21,971 | $1,056k | Jun 30, 2019 | Jul 10, 2019 | |
Quadrant Capital Management LLC | 20,135 | $968k | Jun 30, 2019 | Aug 8, 2019 | |
Confluence Wealth Management LLC | 19,480 | $936k | Jun 30, 2019 | Aug 9, 2019 | |
GFS Advisors LLC | 18,755 | $902k | Jun 30, 2019 | Aug 1, 2019 | |
RNC Capital Management LLC | 12,200 | $586k | Jun 30, 2019 | Jul 25, 2019 | |
KMS Financial Services Inc | 10,093 | $552k | Sep 30, 2014 | Nov 17, 2014 | |
Goldstein Munger + Associates | 10,918 | $525k | Jun 30, 2019 | Aug 2, 2019 | |
Newfocus Financial Group LLC | 10,460 | $503k | Jun 30, 2019 | Jul 23, 2019 | |
Wrapmanager Inc | 8,849 | $425k | Jun 30, 2019 | Jul 31, 2019 | |
Signet Financial Management LLC | 7,482 | $357k | Jun 30, 2019 | Aug 13, 2019 | |
The Family FIRM Inc | 7,054 | $339k | Jun 30, 2019 | Aug 6, 2019 | |
Paulson Wealth Management Inc | 6,774 | $326k | Jun 30, 2019 | Jul 30, 2019 | |
Middleton & Company Inc | 6,550 | $315k | Jun 30, 2019 | Jul 25, 2019 | |
Drexel Morgan & Co | 6,305 | $303k | Jun 30, 2019 | Aug 8, 2019 | |
Evensky & KATZ LLC | 5,834 | $285k | Mar 31, 2019 | Aug 6, 2019 | |
Measured Wealth Private Client Group LLC | 5,844 | $281k | Jun 30, 2019 | Jul 26, 2019 | |
Cfo4Life Group LLC | 5,526 | $266k | Jun 30, 2019 | Jul 29, 2019 | |
SYM Financial Corporation | 3,295 | $158k | Jun 30, 2019 | Jul 29, 2019 | |
Janus Capital Management LLC | 969 | $49k | Mar 31, 2017 | May 16, 2017 | |
First Manhattan Co | 180 | $8k | Jun 30, 2019 | Aug 16, 2019 | |
Transamerica Financial Advisors Inc | 1 | $1k | Jun 30, 2019 | Aug 21, 2019 |