ISHARES TR
(46434VAU4)
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 | 503,060 | $12,511k | Jun 30, 2019 | Aug 9, 2019 | |
TLWM LLC | 342,655 | $8,518k | Jun 30, 2019 | Jul 12, 2019 | |
Sigma Investment Counselors Inc | 314,687 | $7,826k | Jun 30, 2019 | Jul 23, 2019 | |
DAY & Ennis LLC | 86,710 | $2,156k | Jun 30, 2019 | Aug 2, 2019 | |
Vivaldi Capital Management LLC | 66,874 | $1,663k | Jun 30, 2019 | Aug 14, 2019 | |
The Northstar Group Inc | 60,125 | $1,496k | Jun 30, 2019 | Jul 12, 2019 | |
Northstar Company LLC | 60,125 | $1,496k | Jun 30, 2019 | Jul 12, 2019 | |
Clear Harbor Asset Management LLC | 45,055 | $1,121k | Jun 30, 2019 | Jul 22, 2019 | |
Exchange Capital Management Inc | 36,952 | $919k | Jun 30, 2019 | Jul 22, 2019 | |
AFT Forsyth and Company Inc | 25,520 | $635k | Jun 30, 2019 | Jul 29, 2019 | |
Matthew GOFF Investment Advisor LLC | 23,505 | $585k | Jun 30, 2019 | Aug 5, 2019 | |
Lyell Wealth Management LP | 23,435 | $583k | Jun 30, 2019 | Aug 1, 2019 | |
Fairview Capital Investment Management LLC | 22,050 | $548k | Jun 30, 2019 | Aug 14, 2019 | |
Madden Advisory Services Inc | 21,899 | $544k | Jun 30, 2019 | Jul 22, 2019 | |
Cambridge Investment Research Advisors Inc | 21,731 | $540k | Jun 30, 2019 | Aug 15, 2019 | |
Chesley TAFT & Associates LLC | 16,925 | $421k | Jun 30, 2019 | Jul 10, 2019 | |
RDL Financial Inc | 13,043 | $324k | Jun 30, 2019 | Jul 17, 2019 | |
Bridgeworth LLC | 12,015 | $299k | Jun 30, 2019 | Jul 25, 2019 | |
Cypress Wealth Services LLC | 10,867 | $270k | Jun 30, 2019 | Jul 24, 2019 | |
Windsor Capital Management LLC | 10,569 | $262k | Jun 30, 2019 | Aug 2, 2019 | |
Crabel Capital Management LLC | 8,970 | $223k | Jun 30, 2019 | Aug 13, 2019 | |
Leicht Financial Planning and Wealth Management Inc | 8,929 | $222k | Jun 30, 2019 | Aug 2, 2019 | |
Beacon Capital Management Inc | 417 | $10k | Jun 30, 2019 | Jul 18, 2019 | |
Beacon Capital Management LLC | 417 | $10k | Jun 30, 2019 | Jul 18, 2019 |