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ISHARES TR
ISHARES TR. Institutional holdings reported to the SEC.

Institutional Holders (2017Q2)
Portfolio Summary: 195 Institutional holders with a total value of $3,557,843,943.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 ASSET PLANNING SERVICES, LTD. 68 2,000 0.00%
3 SEI INVESTMENTS CO 84 2,000 0.00%
4 THOMPSON SIEGEL & WALMSLEY LLC 82 2,000 0.00%
5 CWM, LLC 201 6,000 0.00%
6 PINKERTON WEALTH, LLC 245 7,000 0.00%
7 Ruggie Capital Group 305 9,000 0.00%
8 ASSETMARK, INC 370 11,000 0.00%
9 YORKBRIDGE WEALTH PARTNERS, LLC 400 11,000 0.00%
10 MV CAPITAL MANAGEMENT, INC. 476 14,000 0.00%
11 PARALLEL ADVISORS, LLC 555 16,000 0.00%
12 M&R CAPITAL MANAGEMENT INC 600 16,000 0.00%
13 Portfolio Solutions, LLC 665 19,000 0.00%
14 ADVANTAGE INVESTMENT MANAGEMENT, LLC 877 25,000 0.00%
15 Winslow, Evans & Crocker, Inc. 1,115 31,688 0.00%
16 Perigon Wealth Management, LLC 1,125 32,000 0.00%
17 V WEALTH MANAGEMENT,LLC 1,197 34,000 0.00%
18 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 1,266 35,000 0.00%
19 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 1,304 37,000 0.00%
20 WEALTHCARE ADVISORY PARTNERS LLC 1,439 41,000 0.00%
21 FIFTH THIRD BANCORP 1,436 41,000 0.00%
22 ISRAEL DISCOUNT BANK OF NEW YORK 1,750 50,000 0.00%
23 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,013 57,000 0.00%
24 NEXT Financial Group, Inc 2,352 67,000 0.00%
25 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 2,526 71,789 0.00%
26 JACOBI CAPITAL MANAGEMENT LLC 2,623 74,000 0.00%
27 BANK OF MONTREAL /CAN/ 4,000 114,000 0.00%
28 GLOBAL RETIREMENT PARTNERS, LLC 4,554 129,000 0.00%
29 Tortoise Investment Management, LLC 4,767 135,000 0.00%
30 IHT WEALTH MANAGEMENT, LLC 725 160,000 0.00%
31 MANUFACTURERS LIFE INSURANCE COMPANY, THE 5,986 170,000 0.00%
32 PAYDEN & RYGEL 6,600 188,000 0.01%
33 FMR LLC 7,314 208,000 0.01%
34 Orion Porfolio Solutions, LLC 7,887 224,000 0.01%
35 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 8,265 235,000 0.01%
36 WHITTIER TRUST CO 8,449 240,000 0.01%
37 PNC FINANCIAL SERVICES GROUP, INC. 8,989 255,000 0.01%
38 Homrich & Berg 9,024 256,000 0.01%
39 Ballentine Partners, LLC 9,470 267,000 0.01%
40 FIDUCIARY TRUST INTERNATIONAL LLC 9,450 269,000 0.01%
41 Goldstein Munger & Associates 10,200 290,000 0.01%
42 Simplicity Solutions, LLC 11,494 327,000 0.01%
43 Independent Portfolio Consultants, Inc. 12,128 345,000 0.01%
44 BROWN ADVISORY INC 12,732 362,000 0.01%
45 ROBLE, BELKO & COMPANY, INC 12,885 366,000 0.01%
46 FCG ADVISORS, LLC 13,217 376,000 0.01%
47 DONALDSON CAPITAL MANAGEMENT, LLC 13,529 384,000 0.01%
48 Cetera Advisor Networks LLC 13,537 385,000 0.01%
49 Creative Planning 14,276 406,000 0.01%
50 COLONY GROUP LLC 14,526 413,000 0.01%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.