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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 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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