ISHARES TR
(46434VBA7)
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 | 646,445 | $16,309k | Jun 30, 2019 | Aug 9, 2019 | |
Sigma Investment Counselors Inc | 403,906 | $10,191k | Jun 30, 2019 | Jul 23, 2019 | |
Matthew GOFF Investment Advisor LLC | 277,448 | $7,000k | Jun 30, 2019 | Aug 5, 2019 | |
DAY & Ennis LLC | 235,756 | $5,948k | Jun 30, 2019 | Aug 2, 2019 | |
Cottage Street Advisors LLC | 156,000 | $3,936k | Jun 30, 2019 | Aug 2, 2019 | |
Aspiriant LLC | 123,203 | $3,108k | Jun 30, 2019 | Aug 6, 2019 | |
Murphy Middleton Hinkle & Parker Inc | 117,079 | $2,954k | Jun 30, 2019 | Jul 15, 2019 | |
Lyell Wealth Management LP | 112,403 | $2,836k | Jun 30, 2019 | Aug 1, 2019 | |
Sonata Capital Group Inc | 59,587 | $1,503k | Jun 30, 2019 | Aug 5, 2019 | |
Exchange Capital Management Inc | 51,085 | $1,289k | Jun 30, 2019 | Jul 22, 2019 | |
Vivaldi Capital Management LLC | 46,507 | $1,173k | Jun 30, 2019 | Aug 14, 2019 | |
Security Asset Management Inc | 32,425 | $818k | Jun 30, 2019 | Aug 6, 2019 | |
Cypress Wealth Services LLC | 17,044 | $430k | Jun 30, 2019 | Jul 24, 2019 | |
Shakespeare Wealth Management Inc | 16,545 | $417k | Jun 30, 2019 | Aug 12, 2019 | |
Cambridge Investment Research Advisors Inc | 12,968 | $327k | Jun 30, 2019 | Aug 15, 2019 | |
RDL Financial Inc | 12,287 | $310k | Jun 30, 2019 | Jul 17, 2019 | |
Segment Wealth Management LLC | 8,306 | $210k | 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 |