investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best
Nothings Found.

ISHARES
(464288885)

Funds Reporting Holdings of ISHARES according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Riverfront Investment Group LLC 1,691,849 $136,650k Jun 30, 2019 Jul 24, 2019
Merriman Wealth Management LLC 54,950 $44,592k Jun 30, 2019 Jul 31, 2019
Staley Capital Advisers Inc 225,135 $18,184k Jun 30, 2019 Aug 9, 2019
Baker Avenue Asset Management LP 193,740 $15,648k Jun 30, 2019 Aug 14, 2019
S R Schill & Associates Inc 117,533 $9,493k Jun 30, 2019 Aug 19, 2019
Northrock Partners LLC 102,710 $8,297k Jun 30, 2019 Aug 12, 2019
Nicholas Hoffman & Company LLC 85,348 $6,894k Jun 30, 2019 Aug 12, 2019
Shakespeare Wealth Management Inc 81,322 $6,568k Jun 30, 2019 Aug 12, 2019
Wakefield Asset Management LLLP 71,100 $5,743k Jun 30, 2019 Aug 13, 2019
Jasper Ridge Partners LP 59,403 $4,798k Jun 30, 2019 Aug 9, 2019
Ifrah Financial Services Inc 51,757 $4,180k Jun 30, 2019 Aug 6, 2019
Harding Loevner LP 32,081 $2,591k Jun 30, 2019 Aug 14, 2019
Torch Wealth Management LLC 28,495 $2,302k Jun 30, 2019 Aug 2, 2019
Valmark Advisers Inc 28,136 $2,273k Jun 30, 2019 Aug 7, 2019
Newfocus Financial Group LLC 26,320 $2,126k Jun 30, 2019 Jul 23, 2019
Cambridge Investment Research Advisors Inc 24,825 $2,005k Jun 30, 2019 Aug 15, 2019
Affiance Financial LLC 22,206 $1,794k Jun 30, 2019 Jul 11, 2019
Stearns Financial Services Group Inc 17,257 $1,394k Jun 30, 2019 Aug 14, 2019
Evensky & KATZ LLC 13,785 $1,068k Mar 31, 2019 Aug 6, 2019
United Asset Strategies Inc 12,957 $1,046k Jun 30, 2019 Jul 31, 2019
CPWM LLC 11,698 $945k Jun 30, 2019 Aug 2, 2019
Harbour Capital Advisors LLC 11,680 $943k Jun 30, 2019 Jul 10, 2019
Choate Investment Advisors LLC 11,650 $941k Jun 30, 2019 Aug 14, 2019
Cambiar Investors LLC 11,169 $902k Jun 30, 2019 Jul 25, 2019
Advisory Alpha LLC 11,084 $893k Jun 30, 2019 Aug 16, 2019
WSFS Capital Management LLC 8,070 $652k Jun 30, 2019 Aug 14, 2019
Goldstein Munger + Associates 7,899 $638k Jun 30, 2019 Aug 2, 2019
The Relaxing Retirement Coach Inc 6,921 $560k Jun 30, 2019 Aug 5, 2019
Tocqueville Asset Management LP 6,475 $523k Jun 30, 2019 Jul 31, 2019
West Coast Financial LLC 6,395 $517k Jun 30, 2019 Jul 16, 2019
White Lighthouse Investment Management Inc 6,142 $496k Jun 30, 2019 Jul 31, 2019
Birch Hill Investment Advisors LLC 6,113 $494k Jun 30, 2019 Jul 22, 2019
BSW Wealth Partners LLC 5,952 $481k Jun 30, 2019 Aug 13, 2019
Middleton & Company Inc 5,762 $465k Jun 30, 2019 Jul 25, 2019
Wrapmanager Inc 5,651 $456k Jun 30, 2019 Jul 31, 2019
KMS Financial Services Inc 6,660 $453k Sep 30, 2014 Nov 17, 2014
Bernicke Wealth Management Ltd 3,940 $318k Jun 30, 2019 Aug 5, 2019
Managed Account Services Inc 3,743 $304k Jun 30, 2019 Jul 15, 2019
Confluence Wealth Management LLC 3,432 $277k Jun 30, 2019 Aug 9, 2019
Drexel Morgan & Co 3,245 $262k Jun 30, 2019 Aug 8, 2019
Clifford SWAN Investment Counsel LLC 2,951 $238k Jun 30, 2019 Aug 13, 2019
Huntington Steele LLC 2,712 $218k Mar 31, 2018 Apr 18, 2018
Omnistar Financial Group Inc 2,564 $207k Jun 30, 2019 Jul 30, 2019
Kayne Anderson Rudnick Investment Management LLC 1,803 $146k Jun 30, 2019 Aug 14, 2019
The Fiduciary Group LLC 777 $63k Jun 30, 2019 Aug 14, 2019
First Manhattan Co 677 $54k Jun 30, 2019 Aug 16, 2019
Janus Capital Management LLC 700 $49k Mar 31, 2017 May 16, 2017
Wealthplan Partners Inc 558 $44k Jun 30, 2019 Aug 19, 2019
Barrett Asset Management LLC 487 $39k Jun 30, 2019 Aug 5, 2019
Transamerica Financial Advisors Inc 1 $1k Jun 30, 2019 Aug 21, 2019

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.


Recently Searched Firms

Please note: Search data is accumulated by 3rd party and refreshed once per day.

Copyright © 2023 by InvestingReview.org / All Rights Reserved.