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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
51 ROBERTSON STEPHENS ADVISORS LLC 14,963 425,000 0.01%
52 Summit Asset Management, LLC 15,202 432,000 0.01%
53 BRIGHTWORTH 16,403 466,000 0.01%
54 First Heartland Consultants, Inc. 16,500 469,000 0.01%
55 Litman Gregory Wealth Management LLC 17,170 488,000 0.01%
56 HEADINVEST, LLC 17,210 489,000 0.01%
57 STONE HOUSE INVESTMENT MANAGEMENT, LLC 17,386 494,000 0.01%
58 1832 Asset Management L.P. 17,684 503,000 0.01%
59 UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,809 506,000 0.01%
60 Advisory Services Network, LLC 18,551 527,000 0.01%
61 VICUS CAPITAL 19,009 540,000 0.02%
62 VIRTUS CAPITAL ADVISERS, LLC 19,753 562,000 0.02%
63 Filament LLC 19,915 565,000 0.02%
64 SUNTRUST BANKS INC 20,516 583,000 0.02%
65 CIBC Private Wealth Group LLC 21,365 607,000 0.02%
66 Capital Advisors, Ltd. LLC 21,568 613,000 0.02%
67 Kovack Advisors, Inc. 22,069 627,000 0.02%
68 North Star Investment Management Corp. 22,980 653,000 0.02%
69 GLENMEDE TRUST CO NA 23,845 656,000 0.02%
70 Diversified Trust Co 23,150 658,000 0.02%
71 BB&T SECURITIES, LLC 23,735 674,000 0.02%
72 Montecito Bank & Trust 24,162 687,000 0.02%
73 FIRST CITIZENS BANK & TRUST CO 24,273 690,000 0.02%
74 ALLIANCE WEALTH MANAGEMENT GROUP 26,883 764,000 0.02%
75 Cranbrook Wealth Management, LLC 29,078 826,000 0.02%
76 OLD MISSION CAPITAL LLC 30,182 858,000 0.02%
77 GLOBAL FINANCIAL PRIVATE CAPITAL, INC 32,225 916,000 0.03%
78 SOWELL FINANCIAL SERVICES LLC 32,453 922,000 0.03%
79 Stratos Wealth Partners, LTD. 32,971 937,000 0.03%
80 COVENANT ASSET MANAGEMENT, LLC 33,040 939,000 0.03%
81 Cambridge Investment Research Advisors, Inc. 33,349 948,000 0.03%
82 RFG Advisory, LLC 33,997 962,000 0.03%
83 LEVEL FOUR ADVISORY SERVICES, LLC 35,886 981,000 0.03%
84 OPPENHEIMER ASSET MANAGEMENT INC. 35,231 1,001,000 0.03%
85 HAYS ADVISORY LLC 37,546 1,067,000 0.03%
86 Concorde Asset Management, LLC 38,547 1,095,000 0.03%
87 Stonehearth Capital Management, LLC 38,844 1,104,000 0.03%
88 ASSOCIATED BANC-CORP 39,182 1,114,000 0.03%
89 Independence Trust CO 39,846 1,132,000 0.03%
90 GREYTOWN ADVISORS INC. 40,345 1,147,000 0.03%
91 Confluence Wealth Management LLC 42,992 1,222,000 0.03%
92 CAPE COD FIVE CENTS SAVINGS BANK 43,654 1,241,000 0.03%
93 BB&T INVESTMENT SERVICES, INC. 46,025 1,314,000 0.04%
94 SARGENT BICKHAM LAGUDIS LLC 46,868 1,332,000 0.04%
95 BRUDERMAN ASSET MANAGEMENT, LLC 46,976 1,335,000 0.04%
96 WATERMARK ASSET MANAGEMENT, INC. 48,188 1,370,000 0.04%
97 Archford Capital Strategies, LLC 17,154 1,385,000 0.04%
98 AJ WEALTH STRATEGIES, LLC 49,811 1,416,000 0.04%
99 MARINER INDEPENDENT ADVISOR NETWORK, LLC 55,945 1,589,000 0.04%
100 NewEdge Advisors, LLC 57,566 1,617,605 0.05%
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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.