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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
51 Bartlett & Co. LLC 2,575 253,000 0.12%
52 TRUST CO OF VERMONT 2,698 265,000 0.13%
53 Private Advisor Group, LLC 2,730 266,000 0.13%
54 BINGHAM OSBORN & SCARBOROUGH LLC 2,751 270,000 0.13%
55 Greenwich Wealth Management LLC 2,745 270,000 0.13%
56 PARSONS CAPITAL MANAGEMENT INC/RI 2,774 273,000 0.13%
57 SNS Financial Group, LLC 2,875 282,000 0.14%
58 JPMORGAN CHASE & CO 2,891 284,000 0.14%
59 NorthRock Partners, LLC 2,945 289,000 0.14%
60 TRILLIUM ASSET MANAGEMENT, LLC 2,963 291,000 0.14%
61 MILLER HOWARD INVESTMENTS INC /NY 3,053 300,000 0.14%
62 SONATA CAPITAL GROUP INC 3,230 317,000 0.15%
63 Steinberg Global Asset Management 3,232 318,000 0.15%
64 GOULD ASSET MANAGEMENT LLC /CA/ 3,235 318,000 0.15%
65 CORNERSTONE WEALTH MANAGEMENT, LLC 3,264 319,000 0.15%
66 Concert Wealth Management Inc. 3,552 327,000 0.16%
67 CITADEL ADVISORS LLC 3,372 331,000 0.16%
68 PARALLEL ADVISORS, LLC 3,334 332,000 0.16%
69 JNBA Financial Advisors 3,473 341,000 0.16%
70 COLDSTREAM CAPITAL MANAGEMENT INC 3,627 356,000 0.17%
71 Portland Global Advisors LLC 3,649 359,000 0.17%
72 STIFEL FINANCIAL CORP 3,777 370,000 0.18%
73 FOSTER DYKEMA CABOT & CO INC/MA 4,100 403,000 0.19%
74 First Personal Financial Services 4,385 431,000 0.21%
75 REGIONS FINANCIAL CORP 4,681 460,000 0.22%
76 Janney Montgomery Scott LLC 4,813 473,000 0.23%
77 CAPE COD FIVE CENTS SAVINGS BANK 4,930 484,000 0.23%
78 Cetera Advisors LLC 5,777 568,000 0.27%
79 First Allied Advisory Services, Inc. 5,820 572,000 0.28%
80 Glenview Trust Co 5,886 578,000 0.28%
81 Litman Gregory Wealth Management LLC 5,999 589,000 0.28%
82 NORTHERN TRUST CORP 6,250 614,000 0.30%
83 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 6,600 648,000 0.31%
84 BANK OF MONTREAL /CAN/ 6,780 666,000 0.32%
85 HighTower Advisors, LLC 7,137 702,000 0.34%
86 Cambridge Investment Research Advisors, Inc. 7,472 734,000 0.35%
87 LADENBURG THALMANN FINANCIAL SERVICES INC. 7,593 746,000 0.36%
88 COMMERCE BANK 7,925 778,000 0.38%
89 BAILARD, INC. 8,088 795,000 0.38%
90 US BANCORP \DE\ 8,160 801,000 0.39%
91 UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,193 805,000 0.39%
92 PEOPLES BANK NATIONAL ASSOCIATION 8,273 813,000 0.39%
93 RAYMOND JAMES & ASSOCIATES 8,277 813,000 0.39%
94 BLAIR WILLIAM & CO/IL 8,383 822,000 0.40%
95 TRUIST FINANCIAL CORP 8,759 861,000 0.42%
96 FLAGSHIP HARBOR ADVISORS, LLC 8,918 868,000 0.42%
97 Evercore Wealth Management, LLC 9,152 899,000 0.43%
98 Creative Planning 9,726 956,000 0.46%
99 M&T BANK CORP 9,737 957,000 0.46%
100 SHEPHERD FINANCIAL PARTNERS LLC 9,936 969,000 0.47%
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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.