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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
101 CRIBSTONE CAPITAL MANAGEMENT, LLC 1,236 121,000 0.06%
102 HARFST & ASSOCIATES, INC. 1,222 120,000 0.06%
103 Oakworth Capital, Inc. 1,223 120,000 0.06%
104 ADVISOR GROUP, INC. 1,206 119,000 0.06%
105 AllSquare Wealth Management LLC 1,209 119,000 0.06%
106 DUNCKER STREETT & CO INC 1,070 105,000 0.05%
107 Cranbrook Wealth Management, LLC 1,069 105,000 0.05%
108 Barrett Asset Management, LLC 1,050 103,000 0.05%
109 THRIVENT FINANCIAL FOR LUTHERANS 1,050 98,000 0.05%
110 WESTSIDE INVESTMENT MANAGEMENT, INC. 965 94,184 0.05%
111 WATERMARK ASSET MANAGEMENT, INC. 946 93,000 0.04%
112 Ledyard National Bank 730 72,000 0.03%
113 ASSET DEDICATION, LLC 601 59,000 0.03%
114 Focused Wealth Management, Inc 520 51,000 0.02%
115 Financial Architects, Inc 450 44,000 0.02%
116 North Star Investment Management Corp. 363 36,000 0.02%
117 IFP ADVISORS, INC 353 35,000 0.02%
118 Winslow, Evans & Crocker, Inc. 300 29,476 0.01%
119 Manchester Capital Management LLC 267 26,000 0.01%
120 BRONFMAN E.L. ROTHSCHILD, L.P. 241 24,000 0.01%
121 Capital Directions Investment Advisors, LLC 187 18,000 0.01%
122 TRUST CO 180 18,000 0.01%
123 Patten Group, Inc. 125 12,000 0.01%
124 SYNOVUS FINANCIAL CORP 113 11,000 0.01%
125 Clean Yield Group 100 10,000 0.00%
126 Smithfield Trust Co 99 10,000 0.00%
127 ADIRONDACK TRUST CO 100 10,000 0.00%
128 MANUFACTURERS LIFE INSURANCE COMPANY, THE 57 6,000 0.00%
129 Hudock, Inc. 19 1,000 0.00%
130 Parallax Volatility Advisers, L.P. 1 0 0.00%
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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.