ISHARES TR
(46432F339)
Funds Reporting Holdings of ISHARES TR according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Richard Bernstein Advisors LLC | 2,460,584 | $225,069k | Jun 30, 2019 | Aug 9, 2019 | |
Jordan Park Group LLC | 1,391,775 | $127,306k | Jun 30, 2019 | Jul 22, 2019 | |
STA Wealth Management LLC | 487,014 | $44,547k | Jun 30, 2019 | Aug 14, 2019 | |
WE Donoghue & Co LLC | 407,808 | $37,302k | Jun 30, 2019 | Jul 23, 2019 | |
Stewardship Financial Advisors LLC | 291,540 | $26,667k | Jun 30, 2019 | Aug 12, 2019 | |
Stewardship Advisors LLC | 291,540 | $26,667k | Jun 30, 2019 | Aug 12, 2019 | |
Foster Dykema Cabot & Co Incorporated | 258,091 | $23,608k | Jun 30, 2019 | Aug 6, 2019 | |
Baker Avenue Asset Management LP | 255,251 | $23,347k | Jun 30, 2019 | Aug 14, 2019 | |
Cambridge Investment Research Advisors Inc | 215,751 | $19,735k | Jun 30, 2019 | Aug 15, 2019 | |
Founders Financial Securities LLC | 192,838 | $17,639k | Jun 30, 2019 | Jul 22, 2019 | |
Quantitative Advantage LLC | 186,550 | $17,064k | Jun 30, 2019 | Aug 2, 2019 | |
Tanglewood Wealth Management Inc | 172,076 | $15,740k | Jun 30, 2019 | Jul 26, 2019 | |
Paragon Wealth Strategies LLC | 162,636 | $14,876k | Jun 30, 2019 | Jul 17, 2019 | |
Barber Financial Group | 162,355 | $14,851k | Jun 30, 2019 | Aug 9, 2019 | |
Arrow Investment Advisors LLC | 135,427 | $12,388k | Jun 30, 2019 | Aug 2, 2019 | |
Shepherd Financial Partners LLC | 129,933 | $11,885k | Jun 30, 2019 | Aug 5, 2019 | |
The Roosevelt Investment Group Inc | 115,368 | $10,553k | Jun 30, 2019 | Aug 8, 2019 | |
TMD & Associates Inc | 95,874 | $8,770k | Jun 30, 2019 | Aug 9, 2019 | |
Lincoln Capital Corporation | 86,023 | $7,869k | Jun 30, 2019 | Jul 12, 2019 | |
Lincoln Capital LLC | 86,023 | $7,869k | Jun 30, 2019 | Jul 12, 2019 | |
DAY & Ennis LLC | 83,035 | $7,595k | Jun 30, 2019 | Aug 2, 2019 | |
Formidable Asset Management LLC | 78,879 | $6,055k | Dec 31, 2018 | Feb 6, 2019 | |
Retirement Capital Strategies Inc | 60,752 | $5,557k | Jun 30, 2019 | Aug 2, 2019 | |
Barometer Capital Management Inc | 39,400 | $3,604k | Jun 30, 2019 | Aug 13, 2019 | |
Copperwynd Financial LLC | 38,258 | $3,499k | Jun 30, 2019 | Aug 7, 2019 | |
Venturi Wealth Management LLC | 33,041 | $3,022k | Jun 30, 2019 | Aug 7, 2019 | |
BECK Capital Management LLC | 31,951 | $2,923k | Jun 30, 2019 | Aug 14, 2019 | |
DT Investment Partners LLC | 23,702 | $2,168k | Jun 30, 2019 | Jul 30, 2019 | |
Vista Investment Management LLC | 20,791 | $1,902k | Jun 30, 2019 | Aug 14, 2019 | |
Ausdal Financial Partners Inc | 19,539 | $1,831k | Jun 30, 2019 | Aug 5, 2019 | |
Woodmont Investment Counsel LLC | 19,105 | $1,748k | Jun 30, 2019 | Aug 14, 2019 | |
White Lighthouse Investment Management Inc | 11,414 | $1,044k | Jun 30, 2019 | Jul 31, 2019 | |
Keystone Financial Planning Inc | 9,759 | $893k | Jun 30, 2019 | Aug 5, 2019 | |
Patton Albertson Miller Group LLC | 8,643 | $783k | Jun 30, 2019 | Aug 12, 2019 | |
Paulson Wealth Management Inc | 7,737 | $723k | Jun 30, 2019 | Jul 30, 2019 | |
Brasada Capital Management LP | 6,828 | $637k | Jun 30, 2019 | Aug 7, 2019 | |
Summit Financial Wealth Advisors LLC | 6,296 | $576k | Jun 30, 2019 | Jul 16, 2019 | |
Summit Wealth Advisors Inc | 6,296 | $576k | Jun 30, 2019 | Jul 16, 2019 | |
Altfest L J & Co Inc | 6,177 | $565k | Jun 30, 2019 | Jul 15, 2019 | |
Aries Wealth Management LLC | 6,023 | $561k | Jun 30, 2019 | Jul 15, 2019 | |
Fernwood Investment Management LLC | 5,478 | $501k | Jun 30, 2019 | Aug 1, 2019 | |
RAAB & Moskowitz Asset Management LLC | 5,445 | $498k | Jun 30, 2019 | Aug 9, 2019 | |
Wealth and Pension Services Group Inc | 5,331 | $488k | Jun 30, 2019 | Aug 15, 2019 | |
Vontobel Swiss Wealth Advisors AG | 5,194 | $475k | Jun 30, 2019 | Aug 12, 2019 | |
Lexaurum Advisors LLC | 4,617 | $422k | Jun 30, 2019 | Jul 19, 2019 | |
Stearns Financial Services Group Inc | 4,581 | $419k | Jun 30, 2019 | Aug 14, 2019 | |
Wellesley Investment Partners LLC | 3,900 | $356k | Jun 30, 2019 | Aug 5, 2019 | |
Epstein and White Financial LLC | 3,873 | $354k | Jun 30, 2019 | Jul 19, 2019 | |
Harwood Advisory Group LLC | 3,483 | $319k | Jun 30, 2019 | Aug 7, 2019 | |
Interocean Capital LLC | 2,844 | $260k | Jun 30, 2019 | Aug 13, 2019 | |
RDL Financial Inc | 2,795 | $256k | Jun 30, 2019 | Jul 17, 2019 | |
The Leuthold Group LLC | 2,731 | $250k | Jun 30, 2019 | Aug 14, 2019 | |
Baker Ellis Asset Management LLC | 2,500 | $229k | Jun 30, 2019 | Aug 12, 2019 | |
Signet Financial Management LLC | 2,208 | $208k | Jun 30, 2019 | Aug 13, 2019 | |
Jackson Grant Investment Advisers Inc | 765 | $70k | Jun 30, 2019 | Aug 13, 2019 | |
First Manhattan Co | 420 | $38k | Jun 30, 2019 | Aug 16, 2019 | |
Emerald Investment Partners LLC | 91 | $8k | Jun 30, 2019 | Aug 12, 2019 | |
Kayne Anderson Rudnick Investment Management LLC | 61 | $6k | Jun 30, 2019 | Aug 14, 2019 | |
Permanens Capital LP | 31 | $3k | Jun 30, 2019 | Aug 9, 2019 |