ISHARES TR
(46434V274)
Funds Reporting Holdings of ISHARES TR according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Strategic Financial Services Inc | 3,152,566 | $82,786k | Jun 30, 2019 | Aug 13, 2019 | |
Phillips Financial Management LLC | 337,186 | $8,876k | Jun 30, 2019 | Aug 6, 2019 | |
Estate Counselors LLC | 195,650 | $5,138k | Jun 30, 2019 | Aug 7, 2019 | |
Stone House Investment Management LLC | 98,533 | $2,587k | Jun 30, 2019 | Jul 9, 2019 | |
Riverpoint Wealth Management Holdings LLC | 77,122 | $2,025k | Jun 30, 2019 | Aug 12, 2019 | |
Bigelow Investment Advisors LLC | 33,491 | $879k | Jun 30, 2019 | Jul 17, 2019 | |
Huber Financial Advisors LLC | 32,191 | $845k | Jun 30, 2019 | Aug 5, 2019 | |
Lucia Wealth Services LLC | 30,770 | $808k | Jun 30, 2019 | Jul 23, 2019 | |
SYM Financial Corporation | 11,032 | $290k | Jun 30, 2019 | Jul 29, 2019 | |
Baker Ellis Asset Management LLC | 8,700 | $228k | Jun 30, 2019 | Aug 12, 2019 | |
Lehman Financial Resources Inc | 8,000 | $224k | Sep 30, 2018 | Nov 14, 2018 | |
Cambridge Investment Research Advisors Inc | 8,091 | $212k | Jun 30, 2019 | Aug 15, 2019 |