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

Institutional Holders (2016Q4)
Portfolio Summary: 123 Institutional holders with a total value of $188,090,044.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Hudock, Inc. 19 1,000 0.00%
3 MANUFACTURERS LIFE INSURANCE COMPANY, THE 57 5,000 0.00%
4 Smithfield Trust Co 99 9,000 0.00%
5 ADIRONDACK TRUST CO 100 9,000 0.00%
6 Patten Group, Inc. 125 12,000 0.01%
7 Manchester Capital Management LLC 159 15,000 0.01%
8 Capital Directions Investment Advisors, LLC 187 17,000 0.01%
9 TRUST CO 180 17,000 0.01%
10 Financial Architects, Inc 338 31,000 0.02%
11 IFP ADVISORS, INC 353 32,000 0.02%
12 North Star Investment Management Corp. 363 33,000 0.02%
13 Winslow, Evans & Crocker, Inc. 370 34,044 0.02%
14 GENEOS WEALTH MANAGEMENT INC. 401 36,000 0.02%
15 Focused Wealth Management, Inc 521 48,000 0.03%
16 ASSET DEDICATION, LLC 601 55,000 0.03%
17 Oakworth Capital, Inc. 723 66,000 0.04%
18 Ledyard National Bank 730 67,000 0.04%
19 Bartlett & Co. LLC 1,030 95,000 0.05%
20 CRIBSTONE CAPITAL MANAGEMENT, LLC 1,036 96,000 0.05%
21 Barrett Asset Management, LLC 1,050 97,000 0.05%
22 Cranbrook Wealth Management, LLC 1,069 98,000 0.05%
23 THRIVENT FINANCIAL FOR LUTHERANS 1,050 98,000 0.05%
24 DUNCKER STREETT & CO INC 1,070 98,000 0.05%
25 AllSquare Wealth Management LLC 1,209 111,000 0.06%
26 BRONFMAN E.L. ROTHSCHILD, L.P. 1,312 121,000 0.06%
27 MUFG Americas Holdings Corp 1,375 127,000 0.07%
28 NEW CAPITAL MANAGEMENT LP 1,390 128,000 0.07%
29 Alexandria Capital, LLC 1,408 130,000 0.07%
30 ADVISOR GROUP, INC. 1,430 131,000 0.07%
31 FUSION FAMILY WEALTH, LLC 1,550 144,000 0.08% SH
32 BENJAMIN F. EDWARDS & COMPANY, INC. 1,820 167,000 0.09%
33 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,886 174,000 0.09%
34 D.A. DAVIDSON & CO. 2,152 198,000 0.11%
35 PACIFIC CENTER FOR FINANCIAL SERVICES 2,182 201,000 0.11%
36 MISSION WEALTH MANAGEMENT, LLC 2,280 210,000 0.11%
37 Callahan Advisors, LLC 2,310 213,000 0.11%
38 CORNERSTONE WEALTH MANAGEMENT, LLC 2,301 214,000 0.11%
39 PARALLEL ADVISORS, LLC 2,334 215,000 0.11%
40 AFFINITY WEALTH MANAGEMENT LLC 2,346 216,000 0.11%
41 COLORADO CAPITAL MANAGEMENT, INC. 2,706 222,000 0.12%
42 Dakota Wealth Management 2,459 226,000 0.12%
43 CITIGROUP INC 2,503 230,000 0.12%
44 MSI Financial Services Inc 2,549 235,000 0.12%
45 PARSONS CAPITAL MANAGEMENT INC/RI 2,587 238,000 0.13%
46 TRUST CO OF VERMONT 2,637 242,000 0.13%
47 COLDSTREAM CAPITAL MANAGEMENT INC 2,676 246,000 0.13%
48 BINGHAM OSBORN & SCARBOROUGH LLC 2,751 253,000 0.13%
49 Greenwich Wealth Management LLC 2,745 253,000 0.13%
50 M&T BANK CORP 2,824 260,000 0.14%
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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.