investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best
Nothings Found.

ISHARES TR
(46434V407)

Funds Reporting Holdings of ISHARES TR according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
WE Donoghue & Co LLC 520,406 $24,303k Jun 30, 2019 Jul 23, 2019
Fairview Capital Investment Management LLC 254,757 $11,897k Jun 30, 2019 Aug 14, 2019
Leonetti & Associates LLC 262,410 $11,690k Dec 31, 2018 Feb 19, 2019
Retirement Capital Strategies Inc 233,231 $10,892k Jun 30, 2019 Aug 2, 2019
Probity Advisors Inc 229,778 $10,731k Jun 30, 2019 Aug 8, 2019
Bernicke Wealth Management Ltd 182,289 $8,513k Jun 30, 2019 Aug 5, 2019
Perella Weinberg Partners Capital Management LP 167,355 $7,815k Jun 30, 2019 Jul 22, 2019
WP Advisors LLC 157,002 $7,332k Jun 30, 2019 Jul 23, 2019
Peak Financial Management Inc 120,497 $5,627k Jun 30, 2019 Aug 1, 2019
Leicht Financial Planning and Wealth Management Inc 120,011 $5,605k Jun 30, 2019 Aug 2, 2019
Wrapmanager Inc 108,238 $5,055k Jun 30, 2019 Jul 31, 2019
Mount Lucas Management LP 102,841 $4,803k Jun 30, 2019 Aug 14, 2019
Stokes & Hubbell Capital Management LLC 97,770 $4,567k Mar 31, 2019 Apr 24, 2019
Alliance Wealth Management Group LLC 62,252 $2,907k Jun 30, 2019 Aug 12, 2019
Ballast Inc 49,546 $2,313k Jun 30, 2019 Jul 26, 2019
Ifrah Financial Services Inc 48,669 $2,273k Jun 30, 2019 Aug 6, 2019
Cambridge Investment Research Advisors Inc 41,616 $1,943k Jun 30, 2019 Aug 15, 2019
Vista Investment Management LLC 40,866 $1,908k Jun 30, 2019 Aug 14, 2019
Berkshire Money Management Inc 33,537 $1,566k Jun 30, 2019 Jul 29, 2019
Transamerica Financial Advisors Inc 32,568 $1,521k Jun 30, 2019 Aug 21, 2019
STA Wealth Management LLC 31,255 $1,460k Jun 30, 2019 Aug 14, 2019
Lattice Strategies LLC 29,340 $1,370k Mar 31, 2019 May 8, 2019
Madden Advisory Services Inc 25,636 $1,197k Jun 30, 2019 Jul 22, 2019
Horizon Investment Services LLC 21,803 $1,018k Jun 30, 2019 Aug 13, 2019
Horizon Financial Services LLC 21,803 $1,018k Jun 30, 2019 Aug 13, 2019
Fluent Financial LLC 20,912 $977k Jun 30, 2019 Jul 29, 2019
Three Peaks Capital Management LLC 18,878 $882k Jun 30, 2019 Aug 6, 2019
Charles Schwab Investment Advisory Inc 18,756 $876k Jun 30, 2019 Aug 12, 2019
Strategic Financial Group LLC 15,896 $742k Jun 30, 2019 Jul 29, 2019
Strategic International Limited 15,896 $742k Jun 30, 2019 Jul 29, 2019
Signet Financial Management LLC 14,704 $686k Jun 30, 2019 Aug 13, 2019
Northwest Investment Counselors LLC 13,035 $609k Jun 30, 2019 Jul 25, 2019
Prelude Capital Management LLC 12,600 $588k Jun 30, 2019 Aug 14, 2019
Lejeune Puetz Investment Counsel 11,550 $539k Jun 30, 2019 Jul 29, 2019
Moneywise Inc 9,564 $447k Jun 30, 2019 Jul 17, 2019
Copperwynd Financial LLC 5,850 $273k Jun 30, 2019 Aug 7, 2019
Palladium Partners LLC 5,609 $262k Jun 30, 2019 Aug 7, 2019
Bramshill Investments LLC 5,357 $250k Jun 30, 2019 Aug 14, 2019
Niemann Capital Management Inc 4,500 $210k Jun 30, 2019 Jul 29, 2019
Stelac Advisory Services LLC 4,386 $205k Jun 30, 2019 Jul 29, 2019
Armor Investment Advisors LLC 2,000 $93k Jun 30, 2019 Aug 13, 2019
Armor Advisors LLC 2,000 $93k Jun 30, 2019 Aug 13, 2019

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.


Recently Searched Firms

Please note: Search data is accumulated by 3rd party and refreshed once per day.

Copyright © 2023 by InvestingReview.org / All Rights Reserved.