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ISHARES TR
(46434V878)

Funds Reporting Holdings of ISHARES TR according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
SAND Hill Global Advisors LLC 1,680,069 $84,659k Jun 30, 2019 Aug 13, 2019
The Retirement Planning Group Inc 868,223 $43,750k Jun 30, 2019 Jul 25, 2019
Edgemoor Investment Advisors Inc 213,497 $10,758k Jun 30, 2019 Aug 9, 2019
Vivaldi Capital Management LLC 90,425 $4,557k Jun 30, 2019 Aug 14, 2019
Johanson Financial Advisors Inc 83,928 $4,234k Jun 30, 2019 Jul 29, 2019
Retirement Capital Strategies Inc 82,419 $4,154k Jun 30, 2019 Aug 2, 2019
Connecticut Wealth Management LLC 80,382 $4,050k Jun 30, 2019 Jul 29, 2019
Mirador Capital Partners LP 77,578 $3,909k Jun 30, 2019 Aug 6, 2019
Cheviot Value Management LLC 41,633 $2,098k Jun 30, 2019 Aug 14, 2019
Stone House Investment Management LLC 37,492 $1,889k Jun 30, 2019 Jul 9, 2019
Cambridge Investment Research Advisors Inc 29,765 $1,500k Jun 30, 2019 Aug 15, 2019
Chesley TAFT & Associates LLC 28,902 $1,456k Jun 30, 2019 Jul 10, 2019
White Lighthouse Investment Management Inc 10,878 $548k Jun 30, 2019 Jul 31, 2019
Coyle Financial Counsel LLC 9,658 $487k Jun 30, 2019 Aug 13, 2019
Castle Rock Wealth Management LLC 9,241 $467k Jun 30, 2019 Aug 8, 2019
Sheets Smith Wealth Management 8,951 $451k Jun 30, 2019 Jul 12, 2019
Baker Avenue Asset Management LP 5,930 $298k Jun 30, 2019 Aug 14, 2019
Summit Asset Management LLC 5,500 $277k Jun 30, 2019 Aug 7, 2019
American Capital Management Inc 4,470 $225k Jun 30, 2019 Aug 12, 2019
Wealth and Pension Services Group Inc 3,974 $200k Jun 30, 2019 Aug 15, 2019

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