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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
51 Baystate Wealth Management LLC 600 87,000 0.00%
52 Ironwood Financial, llc 667 93,000 0.01%
53 DUNCKER STREETT & CO INC 760 106,000 0.01%
54 ASSET DEDICATION, LLC 800 112,000 0.01%
55 Advisory Services Network, LLC 825 115,000 0.01%
56 NEXT Financial Group, Inc 833 116,000 0.01%
57 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 911 127,000 0.01%
58 Capital Directions Investment Advisors, LLC 1,000 140,000 0.01%
59 SG Americas Securities, LLC 1,036 145,000 0.01%
60 Hanson & Doremus Investment Management 1,155 161,000 0.01%
61 Patten Group, Inc. 1,175 172,000 0.01%
62 WFG Advisors, LP 1,234 172,000 0.01%
63 BDO WEALTH ADVISORS, LLC 1,265 177,000 0.01%
64 BROWN ADVISORY INC 1,432 200,000 0.01%
65 SII INVESTMENTS INC/WI 1,443 202,000 0.01%
66 COURIER CAPITAL LLC 1,495 209,000 0.01%
67 V WEALTH MANAGEMENT,LLC 1,498 210,000 0.01%
68 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 1,552 216,000 0.01%
69 PEOPLES BANK NATIONAL ASSOCIATION 1,556 217,000 0.01%
70 WOLVERINE TRADING LP /BD 1,600 224,000 0.01% Call
71 BURNS J W & CO INC/NY 1,635 228,000 0.01%
72 DAVENPORT & Co LLC 1,661 232,075 0.01%
73 WESBANCO BANK INC 1,745 244,000 0.01%
74 Annex Advisory Services, LLC 1,780 249,000 0.01%
75 D.A. DAVIDSON & CO. 1,813 253,000 0.01%
76 HL FINANCIAL SERVICES LLC 1,853 259,000 0.01%
77 PALLADIUM PARTNERS LLC 1,895 265,000 0.02%
78 United Asset Strategies, Inc. 8,260 266,000 0.02%
79 Glenview Trust Co 1,930 270,000 0.02%
80 Choate Investment Advisors 1,944 271,616 0.02%
81 TIEDEMANN ADVISORS, LLC 2,000 279,000 0.02%
82 Vantage Investment Advisors, LLC 2,031 284,000 0.02%
83 WESTSIDE INVESTMENT MANAGEMENT, INC. 2,051 290,609 0.02%
84 Rock Point Advisors, LLC 2,154 301,000 0.02%
85 GLOBAL RETIREMENT PARTNERS, LLC 2,208 309,000 0.02%
86 Orange Investment Advisors, Inc. 2,225 311,000 0.02%
87 MERIDIAN MANAGEMENT CO 2,300 321,000 0.02%
88 BLAIR WILLIAM & CO/IL 2,305 322,000 0.02%
89 KCM INVESTMENT ADVISORS LLC 2,310 323,000 0.02%
90 WASHINGTON TRUST BANK 2,310 323,000 0.02%
91 GLENMEDE TRUST CO NA 2,428 328,000 0.02%
92 Chesley Taft & Associates LLC 2,350 328,000 0.02%
93 Simplicity Solutions, LLC 2,376 332,000 0.02%
94 NOMURA ASSET MANAGEMENT CO LTD 2,400 335,000 0.02%
95 RAYMOND JAMES TRUST N.A. 2,529 353,000 0.02%
96 PRIO WEALTH LIMITED PARTNERSHIP 2,590 361,000 0.02%
97 SOL Capital Management CO 2,615 365,000 0.02%
98 Carroll Financial Associates, Inc. 2,700 377,000 0.02%
99 Endurance Wealth Management, Inc. 2,744 383,000 0.02%
100 BOSTON FAMILY OFFICE LLC 2,800 391,000 0.02%
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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.