ISHARES TR
(46435G516)
Funds Reporting Holdings of ISHARES TR according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Merriman Wealth Management LLC | 33,000 | $21,354k | Jun 30, 2019 | Jul 31, 2019 | |
| Nottingham Advisors Inc | 119,829 | $7,706k | Jun 30, 2019 | Jul 17, 2019 | |
| Highland Private Wealth Management | 107,910 | $6,940k | Jun 30, 2019 | Aug 13, 2019 | |
| The Fiduciary Group LLC | 82,448 | $5,302k | Jun 30, 2019 | Aug 14, 2019 | |
| BSW Wealth Partners LLC | 57,869 | $3,722k | Jun 30, 2019 | Aug 13, 2019 | |
| Windsor Capital Management LLC | 55,015 | $3,538k | Jun 30, 2019 | Aug 2, 2019 | |
| Cambridge Investment Research Advisors Inc | 53,519 | $3,442k | Jun 30, 2019 | Aug 15, 2019 | |
| EP Wealth Advisors LLC | 36,830 | $2,369k | Jun 30, 2019 | Aug 27, 2019 | |
| Litman Gregory Asset Management LLC | 24,064 | $1,548k | Jun 30, 2019 | Jul 31, 2019 | |
| Stearns Financial Services Group Inc | 18,877 | $1,214k | Jun 30, 2019 | Aug 14, 2019 | |
| Connecticut Wealth Management LLC | 18,752 | $1,206k | Jun 30, 2019 | Jul 29, 2019 | |
| Dimeo Schneider & Associates LLC | 18,641 | $1,199k | Jun 30, 2019 | Aug 13, 2019 | |
| Sowell Financial Services LLC | 13,605 | $860k | Mar 31, 2019 | May 15, 2019 | |
| Accredited Investors Inc | 12,652 | $814k | Jun 30, 2019 | Aug 13, 2019 | |
| Baker Avenue Asset Management LP | 11,664 | $750k | Jun 30, 2019 | Aug 14, 2019 | |
| Chesley TAFT & Associates LLC | 11,020 | $709k | Jun 30, 2019 | Jul 10, 2019 | |
| Global Trust Asset Management LLC | 10,910 | $702k | Jun 30, 2019 | Jul 23, 2019 | |
| North American Management Corp | 10,207 | $656k | Jun 30, 2019 | Jul 30, 2019 | |
| Retirement Capital Strategies Inc | 9,665 | $622k | Jun 30, 2019 | Aug 2, 2019 | |
| Wellesley Investment Partners LLC | 6,471 | $416k | Jun 30, 2019 | Aug 5, 2019 | |
| Dragon Financial and Investment Group LLC | 4,835 | $320k | Sep 30, 2018 | Oct 19, 2018 | |
| Bigelow Investment Advisors LLC | 4,671 | $300k | Jun 30, 2019 | Jul 17, 2019 | |
| Harborview Advisors LLC | 3,913 | $252k | Jun 30, 2019 | Aug 7, 2019 | |
| White Lighthouse Investment Management Inc | 3,890 | $250k | Jun 30, 2019 | Jul 31, 2019 | |
| Kelman Lazarov Inc | 3,578 | $230k | Jun 30, 2019 | Jul 22, 2019 | |
| Arjuna Capital LLC | 3,573 | $230k | Jun 30, 2019 | Aug 21, 2019 | |
| Signature Estate & Investment Advisors LLC | 2,559 | $165k | Jun 30, 2019 | Aug 1, 2019 | |
| Allsquare Wealth Management LLC | 1,528 | $98k | Jun 30, 2019 | Aug 13, 2019 | |
| Cougar Global Investments Limited | 75 | $5k | Jun 30, 2019 | Jul 15, 2019 |