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

Institutional Holders (2017Q2)
Portfolio Summary: 269 Institutional holders with a total value of $1,759,179,293.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 VIVALDI CAPITAL MANAGEMENT, LLC 1,600 224 0.00%
3 MOUNTAIN CAPITAL INVESTMENT ADVISORS INC. 15 2,000 0.00%
4 CUTLER GROUP LLC / CA 1,200 2,000 0.00% Call
5 Winfield Associates, Inc. 25 3,000 0.00%
6 HARFST & ASSOCIATES, INC. 24 3,000 0.00%
7 Exchange Capital Management, Inc. 25 3,000 0.00%
8 YORKBRIDGE WEALTH PARTNERS, LLC 22 3,000 0.00%
9 Bartlett & Co. LLC 26 4,000 0.00%
10 Avior Wealth Management, LLC 32 4,000 0.00%
11 MOSAIC FAMILY WEALTH, LLC 45 6,000 0.00%
12 Riggs Asset Managment Co. Inc. 45 6,000 0.00%
13 BNP PARIBAS FINANCIAL MARKETS 50 6,986 0.00%
14 People's United Financial, Inc. 50 7,000 0.00%
15 AlphaMark Advisors, LLC 50 7,000 0.00% SH
16 REILLY FINANCIAL ADVISORS, LLC 50 7,000 0.00%
17 CREATIVE FINANCIAL DESIGNS INC /ADV 73 10,000 0.00%
18 Hartford Financial Management Inc. 90 12,000 0.00%
19 Bray Capital Advisors 95 13,000 0.00%
20 CRIBSTONE CAPITAL MANAGEMENT, LLC 100 14,000 0.00%
21 CKW FINANCIAL GROUP 100 14,000 0.00%
22 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 107 15,000 0.00%
23 Burt Wealth Advisors 136 19,000 0.00%
24 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 146 20,000 0.00%
25 FOUNDERS CAPITAL MANAGEMENT 150 21,000 0.00%
26 ROWLAND CARMICHAEL ADVISORS INC /ADV 149 21,000 0.00%
27 RPG INVESTMENT ADVISORY, LLC 160 22,000 0.00%
28 MASCOMA WEALTH MANAGEMENT LLC 185 26,000 0.00%
29 Winslow, Evans & Crocker, Inc. 200 27,944 0.00%
30 TORONTO DOMINION BANK 200 28,000 0.00%
31 GOLDMAN SACHS GROUP INC 200 28,000 0.00% Put
32 Kistler-Tiffany Companies, LLC 200 28,000 0.00%
33 Evercore Wealth Management, LLC 200 28,000 0.00%
34 IHT WEALTH MANAGEMENT, LLC 1,122 29,000 0.00%
35 FIFTH THIRD BANCORP 205 29,000 0.00%
36 Focused Wealth Management, Inc 240 34,000 0.00%
37 ROBLE, BELKO & COMPANY, INC 250 35,000 0.00%
38 Barrett Asset Management, LLC 260 36,000 0.00%
39 Johnson Financial Group, Inc. 270 38,000 0.00%
40 WEBSTER BANK, N. A. 279 39,000 0.00%
41 CUTLER GROUP LLC / CA 322 44,000 0.00%
42 EDGE ADVISORS, LLC 347 48,000 0.00%
43 CENTRAL TRUST Co 400 56,000 0.00%
44 CLEAR PERSPECTIVE ADVISORS, LLC 400 56,000 0.00%
45 THRIVENT FINANCIAL FOR LUTHERANS 415 58,000 0.00%
46 Perigon Wealth Management, LLC 431 60,000 0.00%
47 MV CAPITAL MANAGEMENT, INC. 446 62,000 0.00%
48 ASSET ADVISORS CORP 483 67,000 0.00%
49 PEDDOCK CAPITAL ADVISORS, LLC 490 68,000 0.00% SH
50 RPG FAMILY WEALTH ADVISORY, LLC 605 84,530 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.