ISHARES TR
(46432F396)
Funds Reporting Holdings of ISHARES TR according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Merriman Wealth Management LLC | 32,332 | $38,747k | Jun 30, 2019 | Jul 31, 2019 | |
Huber Financial Advisors LLC | 319,055 | $37,840k | Jun 30, 2019 | Aug 5, 2019 | |
Permanens Capital LP | 310,414 | $36,815k | Jun 30, 2019 | Aug 9, 2019 | |
Cambridge Investment Research Advisors Inc | 305,906 | $36,280k | Jun 30, 2019 | Aug 15, 2019 | |
Armbruster Capital Management Inc | 276,049 | $32,739k | Jun 30, 2019 | Jul 18, 2019 | |
Foster Dykema Cabot & Co Incorporated | 198,256 | $23,513k | Jun 30, 2019 | Aug 6, 2019 | |
Kynikos Associates LP | 185,398 | $21,988k | Jun 30, 2019 | Aug 14, 2019 | |
WE Donoghue & Co LLC | 162,346 | $19,254k | Jun 30, 2019 | Jul 23, 2019 | |
Stewardship Financial Advisors LLC | 159,911 | $18,965k | Jun 30, 2019 | Aug 12, 2019 | |
Stewardship Advisors LLC | 159,911 | $18,965k | Jun 30, 2019 | Aug 12, 2019 | |
Cfo4Life Group LLC | 116,662 | $13,836k | Jun 30, 2019 | Jul 29, 2019 | |
Baker Avenue Asset Management LP | 108,434 | $12,860k | Jun 30, 2019 | Aug 14, 2019 | |
Mckinley Carter Wealth Services Inc | 91,195 | $10,816k | Jun 30, 2019 | Aug 2, 2019 | |
Stringer Asset Management LLC | 88,180 | $10,458k | Jun 30, 2019 | Aug 1, 2019 | |
Peak Capital Management LLC | 81,812 | $9,640k | Jun 30, 2019 | Aug 22, 2019 | |
Santori & Peters Inc | 78,622 | $9,324k | Jun 30, 2019 | Jul 30, 2019 | |
Barber Financial Group | 51,133 | $6,064k | Jun 30, 2019 | Aug 9, 2019 | |
QS Investors LLC | 49,175 | $5,833k | Jun 30, 2019 | Aug 14, 2019 | |
Founders Financial Securities LLC | 44,029 | $5,222k | Jun 30, 2019 | Jul 22, 2019 | |
Forefront Analytics LLC | 43,640 | $5,175k | Jun 30, 2019 | Aug 14, 2019 | |
Paragon Wealth Strategies LLC | 39,675 | $4,705k | Jun 30, 2019 | Jul 17, 2019 | |
TMD & Associates Inc | 36,884 | $4,374k | Jun 30, 2019 | Aug 9, 2019 | |
Financial Life Advisors LLC | 34,564 | $4,099k | Jun 30, 2019 | Jul 29, 2019 | |
Harwood Advisory Group LLC | 32,299 | $3,831k | Jun 30, 2019 | Aug 7, 2019 | |
F3Logic LLC | 28,767 | $3,412k | Jun 30, 2019 | Aug 2, 2019 | |
Cambria Investment Management LP | 24,065 | $2,854k | Jun 30, 2019 | Aug 12, 2019 | |
Polaris Greystone Financial Group LLC | 23,444 | $2,810k | Jun 30, 2019 | Jul 25, 2019 | |
Transamerica Financial Advisors Inc | 22,826 | $2,708k | Jun 30, 2019 | Aug 21, 2019 | |
White Lighthouse Investment Management Inc | 20,680 | $2,453k | Jun 30, 2019 | Jul 31, 2019 | |
Summit Financial Wealth Advisors LLC | 19,566 | $2,321k | Jun 30, 2019 | Jul 16, 2019 | |
Summit Wealth Advisors Inc | 19,566 | $2,321k | Jun 30, 2019 | Jul 16, 2019 | |
Patton Albertson Miller Group LLC | 17,590 | $2,113k | Jun 30, 2019 | Aug 12, 2019 | |
3D Asset Management Inc | 16,877 | $2,002k | Jun 30, 2019 | Aug 5, 2019 | |
DAY & Ennis LLC | 16,827 | $1,996k | Jun 30, 2019 | Aug 2, 2019 | |
Vista Investment Management LLC | 16,154 | $1,916k | Jun 30, 2019 | Aug 14, 2019 | |
New England Private Wealth Advisors LLC | 15,886 | $1,884k | Jun 30, 2019 | Aug 8, 2019 | |
Peak Asset Management LLC | 15,003 | $1,779k | Jun 30, 2019 | Aug 15, 2019 | |
Riverpoint Wealth Management Holdings LLC | 14,774 | $1,752k | Jun 30, 2019 | Aug 12, 2019 | |
Pagnatokarp Partners LLC | 10,391 | $1,232k | Jun 30, 2019 | Aug 8, 2019 | |
Good Harbor Financial LLC | 17,573 | $1,199k | Sep 30, 2015 | Nov 13, 2015 | |
Newfocus Financial Group LLC | 9,471 | $1,123k | Jun 30, 2019 | Jul 23, 2019 | |
Financial Advisory Service Inc | 8,932 | $1,059k | Jun 30, 2019 | Jul 25, 2019 | |
Wealth and Pension Services Group Inc | 8,582 | $1,018k | Jun 30, 2019 | Aug 15, 2019 | |
Hallmark Capital Management Inc | 8,489 | $1,007k | Jun 30, 2019 | Aug 8, 2019 | |
Fundx Investment Group LLC | 7,561 | $897k | Jun 30, 2019 | Aug 5, 2019 | |
Venturi Wealth Management LLC | 6,979 | $828k | Jun 30, 2019 | Aug 7, 2019 | |
Osborne Partners Capital Management LLC | 5,945 | $705k | Jun 30, 2019 | Jul 18, 2019 | |
Drexel Morgan & Co | 5,695 | $675k | Jun 30, 2019 | Aug 8, 2019 | |
American Financial Network Advisory Services LLC | 5,405 | $638k | Jun 30, 2019 | Aug 9, 2019 | |
Emerald Investment Partners LLC | 5,172 | $613k | Jun 30, 2019 | Aug 12, 2019 | |
Ifrah Financial Services Inc | 5,045 | $598k | Jun 30, 2019 | Aug 6, 2019 | |
Financial Sense Advisors Inc | 5,000 | $593k | Jun 30, 2019 | Aug 2, 2019 | |
Partners Capital Investment Group LLP | 3,740 | $444k | Jun 30, 2019 | Aug 12, 2019 | |
Leonard Rickey Investment Advisors PLLC | 3,109 | $369k | Jun 30, 2019 | Jul 10, 2019 | |
Signet Financial Management LLC | 2,677 | $329k | Jun 30, 2019 | Aug 13, 2019 | |
Jackson Grant Investment Advisers Inc | 2,352 | $279k | Jun 30, 2019 | Aug 13, 2019 | |
HIGH Falls Advisors Inc | 2,305 | $273k | Jun 30, 2019 | Aug 15, 2019 | |
Main Street Research LLC | 2,128 | $252k | Jun 30, 2019 | Aug 8, 2019 | |
Castle Rock Wealth Management LLC | 1,934 | $229k | Jun 30, 2019 | Aug 8, 2019 | |
Sequoia Wealth Management LLC | 1,737 | $211k | Jun 30, 2019 | Aug 6, 2019 | |
Omnistar Financial Group Inc | 1,732 | $205k | Jun 30, 2019 | Jul 30, 2019 | |
Asset Planning Services Inc | 914 | $108k | Jun 30, 2019 | Jul 17, 2019 | |
Asset Planning Services Ltd | 914 | $108k | Jun 30, 2019 | Jul 17, 2019 | |
FFCM LLC | 142 | $17k | Jun 30, 2019 | Jul 30, 2019 | |
Newfound Research LLC | 40 | $5k | Jun 30, 2019 | Aug 13, 2019 | |
First Manhattan Co | 20 | $2k | Jun 30, 2019 | Aug 16, 2019 |