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

Institutional Holders (2016Q2)
Portfolio Summary: 737 Institutional holders with a total value of $18,338,286,469.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Shamrock Asset Management LLC 0 0 0.00%
2 BELLWETHER INVESTMENT GROUP, LLC 1 0 0.00%
3 EXANE DERIVATIVES 1 149 0.00%
4 TD Capital Management LLC 7 1,000 0.00%
5 Lowe Wealth Advisors, LLC 5 1,000 0.00%
6 SUTTON WEALTH ADVISORS INC. 11 1,643 0.00%
7 CUTLER GROUP LLC / CA 8,200 3,000 0.00% Put
8 Cordasco Financial Network 26 4,000 0.00%
9 Financial Management Professionals, Inc. 30 4,000 0.00%
10 Apriem Advisors 33 5,000 0.00%
11 Edge Wealth Management LLC 40 6,000 0.00% SH
12 ADIRONDACK TRUST CO 37 6,000 0.00%
13 ASSET DEDICATION, LLC 50 7,000 0.00%
14 PATHSTONE FAMILY OFFICE, LLC 70 10,000 0.00%
15 Allworth Financial LP 67 10,000 0.00%
16 MOSAIC FAMILY WEALTH, LLC 88 13,000 0.00%
17 ANCHOR INVESTMENT MANAGEMENT, LLC 100 14,939 0.00%
18 ALPHA OMEGA WEALTH MANAGEMENT LLC 100 15,000 0.00%
19 BARCLAYS PLC 100 15,000 0.00% Call
20 Vigilant Capital Management, LLC 110 16,000 0.00%
21 PITTENGER & ANDERSON INC 125 19,000 0.00%
22 Brick & Kyle, Associates 150 22,000 0.00%
23 AlphaMark Advisors, LLC 191 29,000 0.00%
24 M&R CAPITAL MANAGEMENT INC 200 29,000 0.00%
25 West Oak Capital, LLC 200 29,878 0.00%
26 Tradewinds Capital Management, LLC 201 30,000 0.00%
27 REILLY FINANCIAL ADVISORS, LLC 212 32,000 0.00%
28 Ameritas Investment Partners, Inc. 238 35,000 0.00% PRN
29 BROWN BROTHERS HARRIMAN & CO 280 42,000 0.00%
30 Stanford Investment Group, Inc. 286 43,000 0.00%
31 Iowa State Bank 300 45,000 0.00%
32 Sunbelt Securities, Inc. 328 49,041 0.00%
33 CT Financial Advisors LLC 336 50,177 0.00%
34 Orion Porfolio Solutions, LLC 344 51,000 0.00%
35 VALLEY NATIONAL ADVISERS INC 355 53,000 0.00%
36 Gradient Investments LLC 390 58,000 0.00%
37 HALL LAURIE J TRUSTEE 380 58,000 0.00%
38 Barnett & Company, Inc. 395 59,000 0.00%
39 BALDWIN WEALTH PARTNERS LLC/MA 400 60,000 0.00%
40 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 405 61,000 0.00%
41 Winslow, Evans & Crocker, Inc. 410 61,102 0.00%
42 RAIN CAPITAL MANAGEMENT, LLC 410 61,249 0.00%
43 ROCKEFELLER FINANCIAL SERVICES INC 443 66,000 0.00%
44 WEALTHCARE ADVISORY PARTNERS LLC 481 72,000 0.00%
45 ROBLE, BELKO & COMPANY, INC 489 73,000 0.00%
46 DAVIDSON INVESTMENT ADVISORS 504 75,000 0.00%
47 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 532 79,000 0.00%
48 Endurance Wealth Management, Inc. 542 81,000 0.00%
49 INTEGRATED INVESTMENT CONSULTANTS, LLC 552 82,000 0.00%
50 Legal & General Group Plc 580 87,000 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.