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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 LLC 7 $0k Jun 30, 2019 Jul 18, 2019
Beacon Capital Management Inc 7 $0k Jun 30, 2019 Jul 18, 2019

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