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

Institutional Holders (2017Q2)
Portfolio Summary: 359 Institutional holders with a total value of $3,869,930,649.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Calamos Wealth Management LLC 101,113 14,562,000 0.38%
52 CLEARSTEAD ADVISORS, LLC 97,708 14,072,000 0.36%
53 Truepoint, Inc. 96,126 14,062,000 0.36%
54 COMPASS FINANCIAL GROUP, INC. 88,236 12,708,000 0.33%
55 Diversified Portfolios, Inc. 88,085 12,686,000 0.33%
56 SENTINEL TRUST CO LBA 84,799 12,213,000 0.32%
57 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 83,850 12,076,000 0.31%
58 SYNOVUS FINANCIAL CORP 81,927 11,801,000 0.30%
59 PRUDENTIAL FINANCIAL INC 81,850 11,788,000 0.30%
60 WFG Advisors, LP 79,061 11,386,000 0.29%
61 STEPHENS INC /AR/ 72,185 10,396,000 0.27%
62 Waldron Private Wealth LLC 69,073 9,947,000 0.26%
63 Fund Evaluation Group, LLC 67,347 9,699,000 0.25%
64 Cambridge Investment Research Advisors, Inc. 63,087 9,086,000 0.23%
65 Huntington Steele LLC 58,334 8,401,000 0.22%
66 GREENWOOD CAPITAL ASSOCIATES LLC 57,959 8,347,000 0.22%
67 TEACHERS ADVISORS, LLC 57,093 8,223,000 0.21%
68 VAUGHAN DAVID INVESTMENTS LLC/IL 54,775 7,889,000 0.20%
69 JOHNSON INVESTMENT COUNSEL INC 52,145 7,509,000 0.19%
70 THRESHOLD GROUP LLC 50,844 7,323,000 0.19%
71 CONSERVEST CAPITAL ADVISORS, INC. 49,688 7,156,000 0.18%
72 VICTORY CAPITAL MANAGEMENT INC 47,670 6,865,000 0.18%
73 MILLER HOWARD INVESTMENTS INC /NY 47,389 6,795,000 0.18%
74 RAYMOND JAMES & ASSOCIATES 45,948 6,617,000 0.17%
75 HighTower Advisors, LLC 45,826 6,601,000 0.17%
76 Cetera Advisor Networks LLC 45,707 6,583,000 0.17%
77 FIDUCIARY TRUST INTERNATIONAL LLC 45,311 6,526,000 0.17%
78 LIDO ADVISORS, LLC 42,864 6,173,000 0.16%
79 Forvis Mazars Wealth Advisors, LLC 42,856 6,172,000 0.16%
80 BlackRock Finance, Inc. 42,205 6,079,000 0.16%
81 SUSQUEHANNA INTERNATIONAL GROUP, LLP 41,653 5,999,000 0.16%
82 PLANNING ALTERNATIVES LTD /ADV 41,370 5,958,000 0.15%
83 ROBLE, BELKO & COMPANY, INC 39,208 5,647,000 0.15%
84 BESSEMER GROUP INC 39,182 5,643,000 0.15%
85 Hilltop Holdings Inc. 37,616 5,417,000 0.14%
86 SUNTRUST BANKS INC 37,434 5,391,000 0.14%
87 Regis Management CO LLC 35,933 5,175,000 0.13%
88 ADVISOR GROUP, INC. 35,820 5,159,000 0.13%
89 BRINKER CAPITAL INC 35,395 5,098,000 0.13%
90 LADENBURG THALMANN FINANCIAL SERVICES INC. 34,856 5,021,000 0.13%
91 WHITTIER TRUST CO 32,318 4,654,000 0.12%
92 GLENMEDE TRUST CO NA 31,919 4,465,000 0.12%
93 Fiera Capital Corp 30,589 4,405,000 0.11%
94 MPS LORIA FINANCIAL PLANNERS, LLC 29,279 4,260,000 0.11%
95 Ipswich Investment Management Co., Inc. 29,566 4,258,000 0.11%
96 ST. LOUIS TRUST CO 29,069 4,187,000 0.11%
97 ASPIRIANT, LLC 27,278 3,929,000 0.10%
98 Simply Money Advisors 26,270 3,783,000 0.10%
99 Mariner, LLC 26,187 3,771,000 0.10%
100 FIDUCIARY TRUST CO 25,964 3,739,000 0.10%
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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.