Ishares TR

CUSIP: 46435G540 | 14 institutional holders

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Institutional Holders — Q2 2018

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Cornerstone Wealth Management, LLC316,163

0.1% of portfolio$7.7K

Diversified Trust Co13,324

0.0% of portfolio$551

Commonwealth Equity Services, LLC12,937

0.0% of portfolio$535

Jane Street Group, LLC7,689

0.0% of portfolio$318

Advisor Group, Inc.5,180

0.0% of portfolio$215

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors3,000

0.0% of portfolio$124

Bank of America Corp2,417

0.0% of portfolio$100

UBS Group AG676

0.0% of portfolio$28

Ladenburg Thalmann Financial Services Inc600

0.0% of portfolio$24

American Portfolios Advisors380

0.0% of portfolio$15.7K

Carroll Financial Associates, Inc.143

0.0% of portfolio$5

0.0% of portfolio$0

				Style	Turnover	Location	Filed
Cornerstone Wealth Management, LLC	316,163	$7.7K	0.1%	ETF	Low	St. Peters, MO	2018-07-20
Diversified Trust Co	13,324	$551	0.0%	Core	Low	Memphis, TN	2018-07-23
Commonwealth Equity Services, LLC	12,937	$535	0.0%	ETF	Low	Waltham, MA	2018-07-31
Jane Street Group, LLC	7,689	$318	0.0%	Core	Very High	New York, NY	2018-08-15
Advisor Group, Inc.	5,180	$215	0.0%	N/A	N/A	Phoenix, AZ	2018-08-13
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	3,000	$124	0.0%	Core	Medium	Concord, MA	2018-08-09
Bank of America Corp	2,417	$100	0.0%	Core	Low	Charlotte, NC	2018-08-14
UBS Group AG	676	$28	0.0%	Core	Medium	Zurich, Switzerland	2018-08-14
Ladenburg Thalmann Financial Services Inc	600	$24	0.0%	N/A	N/A	Miami, FL	2018-08-15
American Portfolios Advisors	380	$15.7K	0.0%	N/A	N/A	Holbrook, NY	2023-03-24
Carroll Financial Associates, Inc.	143	$5	0.0%	N/A	N/A	Charlotte, NC	2018-07-19
CWM, LLC	12	$0	0.0%	Growth	Very Low	Omaha, NE	2018-07-31