ISHARES TR
(46434VBK5)
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 | 883,827 | $22,033k | Jun 30, 2019 | Aug 9, 2019 | |
Matthew GOFF Investment Advisor LLC | 473,715 | $11,810k | Jun 30, 2019 | Aug 5, 2019 | |
Sigma Investment Counselors Inc | 422,859 | $10,542k | Jun 30, 2019 | Jul 23, 2019 | |
Cottage Street Advisors LLC | 339,932 | $8,474k | Jun 30, 2019 | Aug 2, 2019 | |
DAY & Ennis LLC | 243,260 | $6,064k | Jun 30, 2019 | Aug 2, 2019 | |
Lyell Wealth Management LP | 128,733 | $3,209k | Jun 30, 2019 | Aug 1, 2019 | |
Aspiriant LLC | 123,102 | $3,069k | Jun 30, 2019 | Aug 6, 2019 | |
Cambridge Investment Research Advisors Inc | 88,754 | $2,213k | Jun 30, 2019 | Aug 15, 2019 | |
Murphy Middleton Hinkle & Parker Inc | 82,263 | $2,051k | Jun 30, 2019 | Jul 15, 2019 | |
Exchange Capital Management Inc | 55,201 | $1,376k | Jun 30, 2019 | Jul 22, 2019 | |
Vivaldi Capital Management LLC | 53,895 | $1,344k | Jun 30, 2019 | Aug 14, 2019 | |
Sonata Capital Group Inc | 48,813 | $1,217k | Jun 30, 2019 | Aug 5, 2019 | |
The Northstar Group Inc | 25,785 | $643k | Jun 30, 2019 | Jul 12, 2019 | |
Northstar Company LLC | 25,785 | $643k | Jun 30, 2019 | Jul 12, 2019 | |
HUGH Johnson Advisors LLC | 16,452 | $410k | Jun 30, 2019 | Aug 6, 2019 | |
AFT Forsyth and Company Inc | 16,015 | $399k | Jun 30, 2019 | Jul 29, 2019 | |
Cypress Wealth Services LLC | 15,392 | $384k | Jun 30, 2019 | Jul 24, 2019 | |
Bridgeworth LLC | 14,568 | $363k | Jun 30, 2019 | Jul 25, 2019 | |
Shakespeare Wealth Management Inc | 14,003 | $349k | Jun 30, 2019 | Aug 12, 2019 | |
Stokes & Hubbell Capital Management LLC | 12,750 | $315k | Mar 31, 2019 | Apr 24, 2019 | |
RDL Financial Inc | 12,364 | $308k | Jun 30, 2019 | Jul 17, 2019 | |
Chesley TAFT & Associates LLC | 8,400 | $209k | Jun 30, 2019 | Jul 10, 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 |