ISHARES TR
(46434VAX8)
Funds Reporting Holdings of ISHARES TR according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Motley FOOL Wealth Management LLC | 982,245 | $24,959k | Jun 30, 2019 | Aug 14, 2019 | |
Sigma Investment Counselors Inc | 381,576 | $9,696k | Jun 30, 2019 | Jul 23, 2019 | |
TLWM LLC | 350,918 | $8,926k | Jun 30, 2019 | Jul 12, 2019 | |
DAY & Ennis LLC | 219,679 | $5,582k | Jun 30, 2019 | Aug 2, 2019 | |
Corda Investment Management LLC | 200,385 | $5,091k | Jun 30, 2019 | Aug 9, 2019 | |
Matthew GOFF Investment Advisor LLC | 172,784 | $4,390k | Jun 30, 2019 | Aug 5, 2019 | |
Murphy Middleton Hinkle & Parker Inc | 124,336 | $3,159k | Jun 30, 2019 | Jul 15, 2019 | |
Aspiriant LLC | 123,355 | $3,134k | Jun 30, 2019 | Aug 6, 2019 | |
Lyell Wealth Management LP | 71,553 | $1,818k | Jun 30, 2019 | Aug 1, 2019 | |
Exchange Capital Management Inc | 54,566 | $1,387k | Jun 30, 2019 | Jul 22, 2019 | |
Vivaldi Capital Management LLC | 53,466 | $1,359k | Jun 30, 2019 | Aug 14, 2019 | |
Confluence Investment Management LLC | 47,858 | $1,216k | Jun 30, 2019 | Jul 24, 2019 | |
Security Asset Management Inc | 43,600 | $1,108k | Jun 30, 2019 | Aug 6, 2019 | |
Sonata Capital Group Inc | 21,343 | $542k | Jun 30, 2019 | Aug 5, 2019 | |
Cambridge Investment Research Advisors Inc | 15,515 | $394k | Jun 30, 2019 | Aug 15, 2019 | |
Cypress Wealth Services LLC | 13,027 | $331k | Jun 30, 2019 | Jul 24, 2019 | |
RDL Financial Inc | 12,291 | $312k | Jun 30, 2019 | Jul 17, 2019 | |
Stokes & Hubbell Capital Management LLC | 10,600 | $265k | Mar 31, 2019 | Apr 24, 2019 | |
Segment Wealth Management LLC | 9,697 | $246k | Jun 30, 2019 | Jul 29, 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 |