ISHARES TR
(46429B697)
Funds Reporting Holdings of ISHARES TR according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Cambridge Investment Research Advisors Inc | 1,666,910 | $102,898k | Jun 30, 2019 | Aug 15, 2019 | |
Nottingham Advisors Inc | 811,652 | $50,103k | Jun 30, 2019 | Jul 17, 2019 | |
Choate Investment Advisors LLC | 764,739 | $47,207k | Jun 30, 2019 | Aug 14, 2019 | |
Signature Estate & Investment Advisors LLC | 741,778 | $45,790k | Jun 30, 2019 | Aug 1, 2019 | |
The Retirement Planning Group Inc | 493,019 | $30,434k | Jun 30, 2019 | Jul 25, 2019 | |
Quantitative Advantage LLC | 447,075 | $27,598k | Jun 30, 2019 | Aug 2, 2019 | |
Wealthplan Partners Inc | 433,087 | $27,410k | Jun 30, 2019 | Aug 19, 2019 | |
New England Private Wealth Advisors LLC | 414,652 | $25,598k | Jun 30, 2019 | Aug 8, 2019 | |
Crestwood Advisors Group LLC | 409,007 | $25,248k | Jun 30, 2019 | Aug 14, 2019 | |
Foster Dykema Cabot & Co Incorporated | 388,934 | $24,009k | Jun 30, 2019 | Aug 6, 2019 | |
Paragon Wealth Strategies LLC | 381,641 | $23,559k | Jun 30, 2019 | Jul 17, 2019 | |
Stewardship Financial Advisors LLC | 377,354 | $23,294k | Jun 30, 2019 | Aug 12, 2019 | |
Stewardship Advisors LLC | 377,354 | $23,294k | Jun 30, 2019 | Aug 12, 2019 | |
HIGH Falls Advisors Inc | 337,709 | $20,847k | Jun 30, 2019 | Aug 15, 2019 | |
Barber Financial Group | 330,623 | $20,409k | Jun 30, 2019 | Aug 9, 2019 | |
North American Management Corp | 316,706 | $19,550k | Jun 30, 2019 | Jul 30, 2019 | |
QS Investors LLC | 305,891 | $18,883k | Jun 30, 2019 | Aug 14, 2019 | |
Hengehold Capital Management LLC | 263,830 | $16,286k | Jun 30, 2019 | Jul 23, 2019 | |
American Financial Network Advisory Services LLC | 261,560 | $16,083k | Jun 30, 2019 | Aug 9, 2019 | |
Strategic Point Investment Advisors LLC | 229,700 | $14,179k | Jun 30, 2019 | Aug 14, 2019 | |
Sequoia Wealth Management LLC | 213,577 | $13,439k | Jun 30, 2019 | Aug 6, 2019 | |
LEE Financial Group Hawaii Inc | 216,087 | $13,339k | Jun 30, 2019 | Jul 30, 2019 | |
Acorn Wealth Advisors LLC | 202,588 | $12,832k | Jun 30, 2019 | Aug 14, 2019 | |
Cfo4Life Group LLC | 192,872 | $11,906k | Jun 30, 2019 | Jul 29, 2019 | |
Financial Advisory Service Inc | 179,176 | $11,061k | Jun 30, 2019 | Jul 25, 2019 | |
Parker Investment Management LLC | 174,869 | $10,795k | Jun 30, 2019 | Aug 15, 2019 | |
Pagnatokarp Partners LLC | 167,702 | $10,352k | Jun 30, 2019 | Aug 8, 2019 | |
Retirement Capital Strategies Inc | 165,368 | $10,209k | Jun 30, 2019 | Aug 2, 2019 | |
Epstein and White Financial LLC | 149,717 | $9,157k | Jun 30, 2019 | Jul 19, 2019 | |
TTP Investments Inc | 142,216 | $8,779k | Jun 30, 2019 | Aug 5, 2019 | |
Stringer Asset Management LLC | 139,387 | $8,604k | Jun 30, 2019 | Aug 1, 2019 | |
Financial Services Advisory Inc | 131,549 | $8,121k | Jun 30, 2019 | Jul 23, 2019 | |
TMD & Associates Inc | 130,508 | $8,056k | Jun 30, 2019 | Aug 9, 2019 | |
Berkshire Money Management Inc | 118,615 | $7,322k | Jun 30, 2019 | Jul 29, 2019 | |
Santori & Peters Inc | 113,113 | $6,982k | Jun 30, 2019 | Jul 30, 2019 | |
Glovista Investments LLC | 90,869 | $5,610k | Jun 30, 2019 | Aug 14, 2019 | |
Financial Life Advisors LLC | 90,478 | $5,585k | Jun 30, 2019 | Jul 29, 2019 | |
Vista Private Wealth Partners LLC | 84,342 | $5,339k | Jun 30, 2019 | Aug 27, 2019 | |
Peak Capital Management LLC | 75,150 | $4,687k | Jun 30, 2019 | Aug 22, 2019 | |
F3Logic LLC | 75,677 | $4,673k | Jun 30, 2019 | Aug 2, 2019 | |
Shepherd Financial Partners LLC | 75,428 | $4,656k | Jun 30, 2019 | Aug 5, 2019 | |
Vishria BIRD Financial Group LLC | 73,114 | $4,513k | Jun 30, 2019 | Jul 15, 2019 | |
Huntington Steele LLC | 83,616 | $4,342k | Mar 31, 2018 | Apr 18, 2018 | |
Stone House Investment Management LLC | 67,803 | $4,185k | Jun 30, 2019 | Jul 9, 2019 | |
Drexel Morgan & Co | 65,119 | $4,020k | Jun 30, 2019 | Aug 8, 2019 | |
Estate Counselors LLC | 64,140 | $3,959k | Jun 30, 2019 | Aug 7, 2019 | |
Leicht Financial Planning and Wealth Management Inc | 63,354 | $3,911k | Jun 30, 2019 | Aug 2, 2019 | |
Asset Planning Services Inc | 63,029 | $3,891k | Jun 30, 2019 | Jul 17, 2019 | |
Asset Planning Services Ltd | 63,029 | $3,891k | Jun 30, 2019 | Jul 17, 2019 | |
FORD Financial Group Inc | 58,298 | $3,598k | Jun 30, 2019 | Jul 25, 2019 | |
Windham Capital Management LLC | 52,701 | $3,253k | Jun 30, 2019 | Aug 14, 2019 | |
DAY & Ennis LLC | 48,058 | $2,967k | Jun 30, 2019 | Aug 2, 2019 | |
Patton Albertson Miller Group LLC | 45,445 | $2,874k | Jun 30, 2019 | Aug 12, 2019 | |
Ballew Advisors Inc | 43,724 | $2,778k | Jun 30, 2019 | Jul 17, 2019 | |
Cavalier Investments LLC | 39,439 | $2,435k | Jun 30, 2019 | Jul 31, 2019 | |
Newport Wealth Strategies Inc | 36,732 | $2,321k | Jun 30, 2019 | Jul 22, 2019 | |
Cypress Wealth Services LLC | 37,215 | $2,297k | Jun 30, 2019 | Jul 24, 2019 | |
JMG Financial Group Ltd | 30,813 | $1,902k | Jun 30, 2019 | Aug 2, 2019 | |
Wealth and Pension Services Group Inc | 30,775 | $1,900k | Jun 30, 2019 | Aug 15, 2019 | |
Forefront Analytics LLC | 30,343 | $1,867k | Jun 30, 2019 | Aug 14, 2019 | |
RDL Financial Inc | 30,015 | $1,853k | Jun 30, 2019 | Jul 17, 2019 | |
3D Asset Management Inc | 29,188 | $1,802k | Jun 30, 2019 | Aug 5, 2019 | |
BFSG LLC | 25,935 | $1,601k | Jun 30, 2019 | Jul 30, 2019 | |
Armbruster Capital Management Inc | 25,522 | $1,575k | Jun 30, 2019 | Jul 18, 2019 | |
FORT Point Capital Partners LLC | 25,104 | $1,550k | Jun 30, 2019 | Aug 9, 2019 | |
Strategic Financial Group LLC | 25,068 | $1,547k | Jun 30, 2019 | Jul 29, 2019 | |
Strategic International Limited | 25,068 | $1,547k | Jun 30, 2019 | Jul 29, 2019 | |
Northstar Wealth Partners LLC | 23,503 | $1,451k | Jun 30, 2019 | Aug 15, 2019 | |
Cahill Financial Advisors Inc | 23,273 | $1,437k | Jun 30, 2019 | Aug 14, 2019 | |
Venturi Wealth Management LLC | 23,119 | $1,427k | Jun 30, 2019 | Aug 7, 2019 | |
Crabel Capital Management LLC | 22,820 | $1,409k | Jun 30, 2019 | Aug 13, 2019 | |
Financial Sense Advisors Inc | 22,129 | $1,366k | Jun 30, 2019 | Aug 2, 2019 | |
Planning Directions Inc | 20,846 | $1,287k | Jun 30, 2019 | Jul 15, 2019 | |
Klingman and Associates LLC | 20,154 | $1,244k | Jun 30, 2019 | Jul 24, 2019 | |
Fairview Capital Investment Management LLC | 20,025 | $1,236k | Jun 30, 2019 | Aug 14, 2019 | |
Legacy Capital Partners Inc | 19,857 | $1,226k | Jun 30, 2019 | Jul 16, 2019 | |
O'Brien Wealth Partners LLC | 18,674 | $1,176k | Jun 30, 2019 | Jul 8, 2019 | |
Secrest Blakey & Associates LLC | 18,529 | $1,144k | Jun 30, 2019 | Aug 13, 2019 | |
Fifth Third Securities Inc | 17,510 | $1,080k | Jun 30, 2019 | Jul 30, 2019 | |
Bridgeworth LLC | 17,270 | $1,067k | Jun 30, 2019 | Jul 25, 2019 | |
Emerald Investment Partners LLC | 16,519 | $1,020k | Jun 30, 2019 | Aug 12, 2019 | |
Family Legacy Inc | 15,926 | $983k | Jun 30, 2019 | Jul 25, 2019 | |
SPC Financial Inc | 15,823 | $977k | Jun 30, 2019 | Aug 1, 2019 | |
Aries Wealth Management LLC | 11,437 | $720k | Jun 30, 2019 | Jul 15, 2019 | |
Summit Financial Wealth Advisors LLC | 9,914 | $612k | Jun 30, 2019 | Jul 16, 2019 | |
Summit Wealth Advisors Inc | 9,914 | $612k | Jun 30, 2019 | Jul 16, 2019 | |
Mountain Capital Investment Advisors Inc | 9,197 | $582k | Jun 30, 2019 | Aug 14, 2019 | |
EFG Asset Management Americas Corp | 9,002 | $556k | Jun 30, 2019 | Jul 9, 2019 | |
Nikulski Financial Inc | 8,770 | $554k | Jun 30, 2019 | Jul 22, 2019 | |
Intercontinental Wealth Advisors LLC | 8,908 | $550k | Jun 30, 2019 | Aug 2, 2019 | |
Janney Capital Management LLC | 8,912 | $550k | Jun 30, 2019 | Jul 29, 2019 | |
Mount Yale Investment Advisors LLC | 8,485 | $529k | Jun 30, 2019 | Aug 13, 2019 | |
KMS Financial Services Inc | 12,651 | $477k | Sep 30, 2014 | Nov 17, 2014 | |
Altium Wealth Management LLC | 6,955 | $429k | Jun 30, 2019 | Jul 18, 2019 | |
Pinnacle Family Advisors LLC | 6,686 | $413k | Jun 30, 2019 | Aug 14, 2019 | |
Northstar Investment Advisors LLC | 6,670 | $412k | Jun 30, 2019 | Jul 17, 2019 | |
Northstar Financial Advisors LLC | 6,670 | $412k | Jun 30, 2019 | Jul 17, 2019 | |
Bristlecone Advisors LLC | 6,545 | $404k | Jun 30, 2019 | Jul 19, 2019 | |
van Hulzen Asset Management LLC | 6,200 | $383k | Jun 30, 2019 | Aug 8, 2019 | |
Cornell Pochily Investment Advisors Inc | 6,190 | $382k | Jun 30, 2019 | Jul 22, 2019 | |
Parthenon LLC | 5,874 | $363k | Jun 30, 2019 | Jul 29, 2019 | |
Abbrea Capital LLC | 5,620 | $347k | Jun 30, 2019 | Jul 31, 2019 | |
The Fiduciary Group LLC | 5,364 | $331k | Jun 30, 2019 | Aug 14, 2019 | |
Lexaurum Advisors LLC | 5,300 | $327k | Jun 30, 2019 | Jul 19, 2019 | |
Lakeview Capital Partners LLC | 5,207 | $321k | Jun 30, 2019 | Aug 5, 2019 | |
Omnistar Financial Group Inc | 5,180 | $320k | Jun 30, 2019 | Jul 30, 2019 | |
WSFS Capital Management LLC | 5,175 | $319k | Jun 30, 2019 | Aug 14, 2019 | |
Beese Fulmer Investment Management Inc | 5,082 | $314k | Jun 30, 2019 | Jul 5, 2019 | |
Harwood Advisory Group LLC | 4,874 | $301k | Jun 30, 2019 | Aug 7, 2019 | |
Meristem Family Wealth LLC | 4,674 | $289k | Jun 30, 2019 | Aug 6, 2019 | |
Arlington Partners LLC | 3,829 | $236k | Jun 30, 2019 | Jul 10, 2019 | |
Marietta Wealth Management LLC | 3,690 | $228k | Jun 30, 2019 | Aug 14, 2019 | |
LGL Partners LLC | 3,679 | $227k | Jun 30, 2019 | Aug 14, 2019 | |
Managed Account Services Inc | 3,586 | $226k | Jun 30, 2019 | Jul 15, 2019 | |
Harbour Capital Advisors LLC | 3,400 | $210k | Jun 30, 2019 | Jul 10, 2019 | |
RAAB & Moskowitz Asset Management LLC | 3,326 | $205k | Jun 30, 2019 | Aug 9, 2019 | |
Signet Financial Management LLC | 3,210 | $204k | Jun 30, 2019 | Aug 13, 2019 | |
Spectrum Management Group Inc | 1,323 | $82k | Jun 30, 2019 | Aug 2, 2019 | |
Spectrum Group Management LLC | 1,323 | $82k | Jun 30, 2019 | Aug 2, 2019 | |
Permanens Capital LP | 587 | $36k | Jun 30, 2019 | Aug 9, 2019 | |
FFCM LLC | 563 | $35k | Jun 30, 2019 | Jul 30, 2019 | |
Hirtle Callaghan & Co LLC | 254 | $16k | Jun 30, 2019 | Aug 13, 2019 | |
Evensky & KATZ LLC | 256 | $15k | Mar 31, 2019 | Aug 6, 2019 | |
Newfound Research LLC | 118 | $7k | Jun 30, 2019 | Aug 13, 2019 | |
First Manhattan Co | 51 | $3k | Jun 30, 2019 | Aug 16, 2019 |