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 |