ISHARES TR
CUSIP 46432FBC0
Ishares Tr has 34 institutional holders in Filings Flow’s 13F database, together reporting 892.6K shares worth $43M as of Q3 2019. The largest reported holders are Gateway Advisory, LLC, Tillar-Wenstrup Advisors, LLC, and Atria Investments, Inc.
Institutional Holders
34
Q3 2019
Reported Value
$43M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Gateway Advisory, LLC$620M AUM | 2.38% | $7M | 271.5K | Q1 2020OLDER |
| Meridian Wealth Advisors, LLC$756M AUM | 0.06% | $100,000 | 3.8K | Q4 2020 |
| Atria Investments, Inc$8.9B AUM | 0.02% | $325,000 | 12.5K | Q1 2020OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.02% | $57,000 | 2.2K | Q1 2020OLDER |
| Private Capital Group, LLC$133M AUM | 0.01% | $52,000 | 2.0K | Q1 2020OLDER |
| Ameritas Investment Company, LLC$2.2B AUM | 0.00% | $15,000 | 590 | Q1 2020OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.