ISHARES TR
(46434V571)
Funds Reporting Holdings of ISHARES TR according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Phillips Financial Management LLC | 92,711 | $2,367k | Jun 30, 2019 | Aug 6, 2019 | |
Paulson Wealth Management Inc | 64,166 | $1,641k | Jun 30, 2019 | Jul 30, 2019 | |
Altium Wealth Management LLC | 32,000 | $818k | Jun 30, 2019 | Jul 18, 2019 | |
Vista Private Wealth Partners LLC | 27,452 | $703k | Jun 30, 2019 | Aug 27, 2019 | |
TLWM LLC | 26,951 | $689k | Jun 30, 2019 | Jul 12, 2019 | |
Valmark Advisers Inc | 24,107 | $616k | Jun 30, 2019 | Aug 7, 2019 | |
Personal Resources Investment and Strategic Management Inc | 19,023 | $486k | Jun 30, 2019 | Aug 6, 2019 | |
Sigma Investment Counselors Inc | 17,290 | $442k | Jun 30, 2019 | Jul 23, 2019 | |
Ausdal Financial Partners Inc | 12,111 | $310k | Jun 30, 2019 | Aug 5, 2019 | |
Sonata Capital Group Inc | 11,778 | $301k | Jun 30, 2019 | Aug 5, 2019 | |
Signature Estate & Investment Advisors LLC | 7,860 | $201k | Jun 30, 2019 | Aug 1, 2019 |