ISHARES TR
(46435G755)
Funds Reporting Holdings of ISHARES TR according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Confluence Investment Management LLC | 257,827 | $6,734k | Jun 30, 2019 | Jul 24, 2019 | |
Managed Account Services Inc | 65,166 | $1,699k | Jun 30, 2019 | Jul 15, 2019 | |
Paulson Wealth Management Inc | 40,982 | $1,074k | Jun 30, 2019 | Jul 30, 2019 | |
TLWM LLC | 37,673 | $984k | Jun 30, 2019 | Jul 12, 2019 | |
Altium Wealth Management LLC | 32,112 | $839k | Jun 30, 2019 | Jul 18, 2019 | |
Vista Private Wealth Partners LLC | 25,323 | $666k | Jun 30, 2019 | Aug 27, 2019 | |
Sonata Capital Group Inc | 20,585 | $538k | Jun 30, 2019 | Aug 5, 2019 | |
Private Management Group Inc | 19,911 | $510k | Dec 31, 2018 | Jan 30, 2019 | |
Investment Management Corporation | 19,911 | $510k | Dec 31, 2018 | Jan 30, 2019 | |
Financial & Investment Management Group Ltd | 19,911 | $510k | Dec 31, 2018 | Jan 30, 2019 | |
Financial Management Inc | 19,911 | $510k | Dec 31, 2018 | Jan 30, 2019 | |
Valmark Advisers Inc | 16,325 | $426k | Jun 30, 2019 | Aug 7, 2019 | |
Phillips Financial Management LLC | 14,902 | $389k | Jun 30, 2019 | Aug 6, 2019 | |
Palladium Partners LLC | 12,045 | $315k | Jun 30, 2019 | Aug 7, 2019 | |
Bienville Capital Management LLC | 12,000 | $313k | Jun 30, 2019 | Aug 14, 2019 | |
Bridgeworth LLC | 8,355 | $219k | Jun 30, 2019 | Jul 25, 2019 | |
First Manhattan Co | 367 | $9k | Jun 30, 2019 | Aug 16, 2019 |