ISHARES TR
(46434VAQ3)
Funds Reporting Holdings of ISHARES TR according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Corda Investment Management LLC | 893,872 | $22,650k | Jun 30, 2019 | Aug 9, 2019 | |
| Sigma Investment Counselors Inc | 428,955 | $10,870k | Jun 30, 2019 | Jul 23, 2019 | |
| TLWM LLC | 375,084 | $9,508k | Jun 30, 2019 | Jul 12, 2019 | |
| DAY & Ennis LLC | 199,960 | $5,067k | Jun 30, 2019 | Aug 2, 2019 | |
| Aspiriant LLC | 123,523 | $3,130k | Jun 30, 2019 | Aug 6, 2019 | |
| Lyell Wealth Management LP | 85,764 | $2,173k | Jun 30, 2019 | Aug 1, 2019 | |
| The Northstar Group Inc | 66,300 | $1,730k | Jun 30, 2019 | Jul 12, 2019 | |
| Northstar Company LLC | 66,300 | $1,730k | Jun 30, 2019 | Jul 12, 2019 | |
| Vivaldi Capital Management LLC | 58,140 | $1,473k | Jun 30, 2019 | Aug 14, 2019 | |
| Exchange Capital Management Inc | 52,490 | $1,330k | Jun 30, 2019 | Jul 22, 2019 | |
| AFT Forsyth and Company Inc | 23,500 | $595k | Jun 30, 2019 | Jul 29, 2019 | |
| Cypress Wealth Services LLC | 19,935 | $505k | Jun 30, 2019 | Jul 24, 2019 | |
| Bridgeworth LLC | 17,447 | $442k | Jun 30, 2019 | Jul 25, 2019 | |
| Asset Planning Services Inc | 16,028 | $406k | Jun 30, 2019 | Jul 17, 2019 | |
| Asset Planning Services Ltd | 16,028 | $406k | Jun 30, 2019 | Jul 17, 2019 | |
| Shakespeare Wealth Management Inc | 13,690 | $347k | Jun 30, 2019 | Aug 12, 2019 | |
| RDL Financial Inc | 12,882 | $326k | Jun 30, 2019 | Jul 17, 2019 | |
| Cambridge Investment Research Advisors Inc | 10,151 | $257k | Jun 30, 2019 | Aug 15, 2019 | |
| Chesley TAFT & Associates LLC | 9,475 | $240k | Jun 30, 2019 | Jul 10, 2019 | |
| Leicht Financial Planning and Wealth Management Inc | 8,979 | $228k | Jun 30, 2019 | Aug 2, 2019 | |
| Stokes & Hubbell Capital Management LLC | 9,000 | $227k | Mar 31, 2019 | Apr 24, 2019 | |
| Beacon Capital Management Inc | 7 | $0k | Jun 30, 2019 | Jul 18, 2019 | |
| Beacon Capital Management LLC | 7 | $0k | Jun 30, 2019 | Jul 18, 2019 |