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

Institutional Holders (2017Q1)
Portfolio Summary: 130 Institutional holders with a total value of $207,219,660.
#
Manager Name
Shares
Value ($)
%
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 6,000 0.00%
4 Clean Yield Group 100 10,000 0.00%
5 Smithfield Trust Co 99 10,000 0.00%
6 ADIRONDACK TRUST CO 100 10,000 0.00%
7 SYNOVUS FINANCIAL CORP 113 11,000 0.01%
8 Patten Group, Inc. 125 12,000 0.01%
9 Capital Directions Investment Advisors, LLC 187 18,000 0.01%
10 TRUST CO 180 18,000 0.01%
11 BRONFMAN E.L. ROTHSCHILD, L.P. 241 24,000 0.01%
12 Manchester Capital Management LLC 267 26,000 0.01%
13 Winslow, Evans & Crocker, Inc. 300 29,476 0.01%
14 IFP ADVISORS, INC 353 35,000 0.02%
15 North Star Investment Management Corp. 363 36,000 0.02%
16 Financial Architects, Inc 450 44,000 0.02%
17 Focused Wealth Management, Inc 520 51,000 0.02%
18 ASSET DEDICATION, LLC 601 59,000 0.03%
19 Ledyard National Bank 730 72,000 0.03%
20 WATERMARK ASSET MANAGEMENT, INC. 946 93,000 0.04%
21 WESTSIDE INVESTMENT MANAGEMENT, INC. 965 94,184 0.05%
22 THRIVENT FINANCIAL FOR LUTHERANS 1,050 98,000 0.05%
23 Barrett Asset Management, LLC 1,050 103,000 0.05%
24 Cranbrook Wealth Management, LLC 1,069 105,000 0.05%
25 DUNCKER STREETT & CO INC 1,070 105,000 0.05%
26 ADVISOR GROUP, INC. 1,206 119,000 0.06%
27 AllSquare Wealth Management LLC 1,209 119,000 0.06%
28 HARFST & ASSOCIATES, INC. 1,222 120,000 0.06%
29 Oakworth Capital, Inc. 1,223 120,000 0.06%
30 CRIBSTONE CAPITAL MANAGEMENT, LLC 1,236 121,000 0.06%
31 MUFG Americas Holdings Corp 1,375 135,000 0.07%
32 NEW CAPITAL MANAGEMENT LP 1,390 137,000 0.07%
33 Alexandria Capital, LLC 1,408 138,000 0.07%
34 PACIFIC CENTER FOR FINANCIAL SERVICES 1,440 141,000 0.07%
35 FUSION FAMILY WEALTH, LLC 1,550 152,000 0.07% SH
36 GENEOS WEALTH MANAGEMENT INC. 1,801 176,000 0.08%
37 BENJAMIN F. EDWARDS & COMPANY, INC. 1,820 179,000 0.09%
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,045 201,000 0.10%
39 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,129 209,000 0.10%
40 McNamara Financial Services, Inc. 2,163 213,000 0.10%
41 Callahan Advisors, LLC 2,175 214,000 0.10%
42 D.A. DAVIDSON & CO. 2,208 216,000 0.10%
43 COLONY GROUP LLC 2,230 219,000 0.11%
44 MISSION WEALTH MANAGEMENT, LLC 2,280 224,000 0.11%
45 REGENTATLANTIC CAPITAL LLC 2,318 228,000 0.11%
46 AFFINITY WEALTH MANAGEMENT LLC 2,346 230,000 0.11%
47 Crestwood Advisors Group, LLC 2,310 231,000 0.11%
48 COLORADO CAPITAL MANAGEMENT, INC. 2,706 235,000 0.11%
49 Dakota Wealth Management 2,459 242,000 0.12%
50 CITIGROUP INC 2,477 244,000 0.12%
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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.