Dark
Light
System
Security
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
201 PEOPLES BANK NATIONAL ASSOCIATION 1,556 217,000 0.01%
202 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 1,552 216,000 0.01%
203 V WEALTH MANAGEMENT,LLC 1,498 210,000 0.01%
204 COURIER CAPITAL LLC 1,495 209,000 0.01%
205 SII INVESTMENTS INC/WI 1,443 202,000 0.01%
206 BROWN ADVISORY INC 1,432 200,000 0.01%
207 BDO WEALTH ADVISORS, LLC 1,265 177,000 0.01%
208 WFG Advisors, LP 1,234 172,000 0.01%
209 Patten Group, Inc. 1,175 172,000 0.01%
210 Hanson & Doremus Investment Management 1,155 161,000 0.01%
211 SG Americas Securities, LLC 1,036 145,000 0.01%
212 Capital Directions Investment Advisors, LLC 1,000 140,000 0.01%
213 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 911 127,000 0.01%
214 NEXT Financial Group, Inc 833 116,000 0.01%
215 Advisory Services Network, LLC 825 115,000 0.01%
216 ASSET DEDICATION, LLC 800 112,000 0.01%
217 DUNCKER STREETT & CO INC 760 106,000 0.01%
218 Ironwood Financial, llc 667 93,000 0.01%
219 Baystate Wealth Management LLC 600 87,000 0.00%
220 RPG FAMILY WEALTH ADVISORY, LLC 605 84,530 0.00%
221 PEDDOCK CAPITAL ADVISORS, LLC 490 68,000 0.00% SH
222 ASSET ADVISORS CORP 483 67,000 0.00%
223 MV CAPITAL MANAGEMENT, INC. 446 62,000 0.00%
224 Perigon Wealth Management, LLC 431 60,000 0.00%
225 THRIVENT FINANCIAL FOR LUTHERANS 415 58,000 0.00%
226 CLEAR PERSPECTIVE ADVISORS, LLC 400 56,000 0.00%
227 CENTRAL TRUST Co 400 56,000 0.00%
228 EDGE ADVISORS, LLC 347 48,000 0.00%
229 CUTLER GROUP LLC / CA 322 44,000 0.00%
230 WEBSTER BANK, N. A. 279 39,000 0.00%
231 Johnson Financial Group, Inc. 270 38,000 0.00%
232 Barrett Asset Management, LLC 260 36,000 0.00%
233 ROBLE, BELKO & COMPANY, INC 250 35,000 0.00%
234 Focused Wealth Management, Inc 240 34,000 0.00%
235 FIFTH THIRD BANCORP 205 29,000 0.00%
236 IHT WEALTH MANAGEMENT, LLC 1,122 29,000 0.00%
237 GOLDMAN SACHS GROUP INC 200 28,000 0.00% Put
238 Evercore Wealth Management, LLC 200 28,000 0.00%
239 Kistler-Tiffany Companies, LLC 200 28,000 0.00%
240 TORONTO DOMINION BANK 200 28,000 0.00%
241 Winslow, Evans & Crocker, Inc. 200 27,944 0.00%
242 MASCOMA WEALTH MANAGEMENT LLC 185 26,000 0.00%
243 RPG INVESTMENT ADVISORY, LLC 160 22,000 0.00%
244 ROWLAND CARMICHAEL ADVISORS INC /ADV 149 21,000 0.00%
245 FOUNDERS CAPITAL MANAGEMENT 150 21,000 0.00%
246 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 146 20,000 0.00%
247 Burt Wealth Advisors 136 19,000 0.00%
248 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 107 15,000 0.00%
249 CKW FINANCIAL GROUP 100 14,000 0.00%
250 CRIBSTONE CAPITAL MANAGEMENT, LLC 100 14,000 0.00%
Page 5 of 6

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.