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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

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