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

Institutional Holders (2016Q4)
Portfolio Summary: 76 Institutional holders with a total value of $256,714,006.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Transamerica Financial Advisors, LLC 1 1,000 0.00%
3 ARMOR INVESTMENT ADVISORS, LLC 147 4,000 0.00%
4 Tortoise Investment Management, LLC 280 7,000 0.00%
5 ADVISOR GROUP, INC. 263 7,000 0.00%
6 CT Financial Advisors LLC 305 8,006 0.00%
7 BRONFMAN E.L. ROTHSCHILD, L.P. 430 11,000 0.00%
8 MSI Financial Services Inc 461 12,000 0.00%
9 Gradient Investments LLC 450 12,000 0.00%
10 CUTLER GROUP LLC / CA 500 13,000 0.01%
11 TRUST CO 506 13,000 0.01%
12 BB&T INVESTMENT SERVICES, INC. 517 15,000 0.01%
13 QCI ASSET MANAGEMENT INC/NY 650 17,000 0.01%
14 CITIGROUP INC 658 17,000 0.01%
15 US BANCORP \DE\ 673 18,000 0.01%
16 FUSION FAMILY WEALTH, LLC 1,000 27,000 0.01% SH
17 Capital Advisors, Ltd. LLC 1,428 38,000 0.01%
18 IFP ADVISORS, INC 1,435 38,000 0.01%
19 IHT WEALTH MANAGEMENT, LLC 1,882 49,000 0.02%
20 NEXT Financial Group, Inc 2,399 63,000 0.02%
21 Carroll Financial Associates, Inc. 2,800 73,000 0.03%
22 ENVESTNET ASSET MANAGEMENT INC 4,825 125,000 0.05%
23 GLOBAL RETIREMENT PARTNERS, LLC 4,806 126,000 0.05%
24 INTERACTIVE FINANCIAL ADVISORS, INC. 5,812 153,000 0.06%
25 PNC FINANCIAL SERVICES GROUP, INC. 8,214 217,000 0.08%
26 CARNICK & KUBIK GROUP, LLC 9,700 255,000 0.10%
27 JANE STREET GROUP, LLC 11,153 293,000 0.11%
28 EFG Private Wealth Management (Americas) Corp. 12,322 324,000 0.13%
29 Stratford Consulting, LLC 12,495 328,000 0.13%
30 Commonwealth Equity Services, Inc 12,850 338,000 0.13%
31 WESTWOOD HOLDINGS GROUP INC 15,265 401,000 0.16%
32 AMERIPRISE FINANCIAL INC 17,998 474,000 0.18%
33 BLUESKY WEALTH ADVISORS, LLC 18,553 488,000 0.19%
34 BlackRock Investment Management, LLC 19,223 505,000 0.20%
35 LPL Financial LLC 19,391 510,000 0.20%
36 LADENBURG THALMANN FINANCIAL SERVICES INC. 20,007 526,000 0.20%
37 Cetera Advisors LLC 21,026 554,000 0.22%
38 Cambridge Investment Research Advisors, Inc. 21,713 571,000 0.22%
39 Mariner, LLC 21,791 573,000 0.22%
40 Phocas Financial Corp. 24,325 639,000 0.25% SH
41 RAY GERALD L & ASSOCIATES LTD 24,540 645,000 0.25%
42 Alexandria Capital, LLC 25,880 680,000 0.26%
43 MILLIE CAPITAL MANAGEMENT, LLC 28,535 750,000 0.29%
44 HALBERT HARGROVE GLOBAL ADVISORS, LLC 28,744 755,000 0.29%
45 Charles Schwab Investment Advisory, Inc. 29,323 771,000 0.30%
46 Windhaven Investment Management, Inc. 31,909 839,000 0.33%
47 Madrona Financial Services, LLC 39,445 1,037,000 0.40% SH
48 ROYAL BANK OF CANADA 39,818 1,046,000 0.41%
49 Parkside Financial Bank & Trust 42,528 1,117,000 0.44%
50 COMERICA BANK 44,179 1,181,000 0.46%
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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.