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

Institutional Holders (2016Q4)
Portfolio Summary: 883 Institutional holders with a total value of $22,611,253,194.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 EXANE DERIVATIVES 1 165 0.00%
3 TD Capital Management LLC 7 1,000 0.00%
4 Lowe Wealth Advisors, LLC 5 1,000 0.00%
5 SUTTON WEALTH ADVISORS INC. 11 1,819 0.00%
6 CUTLER GROUP LLC / CA 1,000 2,000 0.00% Put
7 Financial Management Professionals, Inc. 30 4,000 0.00%
8 Cordasco Financial Network 26 4,000 0.00%
9 Creative Planning 1,000 5,000 0.00% Call
10 Edge Wealth Management LLC 40 7,000 0.00%
11 ASSET DEDICATION, LLC 50 8,000 0.00%
12 Allworth Financial LP 67 11,000 0.00%
13 Tradewinds Capital Management, LLC 71 12,000 0.00%
14 MARK SHEPTOFF FINANCIAL PLANNING, LLC 75 12,000 0.00%
15 Baystate Wealth Management LLC 70 12,000 0.00%
16 Liberty Capital Management, Inc. 76 13,000 0.00%
17 AllSquare Wealth Management LLC 82 14,000 0.00%
18 MOSAIC FAMILY WEALTH, LLC 88 15,000 0.00%
19 ROYAL FUND MANAGEMENT, LLC 99 16,000 0.00%
20 ANCHOR INVESTMENT MANAGEMENT, LLC 100 16,534 0.00%
21 SALEM INVESTMENT COUNSELORS INC 100 17,000 0.00%
22 PITTENGER & ANDERSON INC 100 17,000 0.00%
23 GUIDANT WEALTH ADVISORS 125 21,000 0.00%
24 Apriem Advisors 146 24,000 0.00%
25 Brick & Kyle, Associates 150 25,000 0.00%
26 Shamrock Asset Management LLC 180 30,000 0.00%
27 CRIBSTONE CAPITAL MANAGEMENT, LLC 177 30,000 0.00%
28 AlphaMark Advisors, LLC 191 32,000 0.00%
29 BB&T INVESTMENT SERVICES, INC. 200 33,000 0.00%
30 West Oak Capital, LLC 200 33,068 0.00%
31 ALPHA OMEGA WEALTH MANAGEMENT LLC 212 35,000 0.00%
32 PFLUG KOORY, LLC 230 38,000 0.00%
33 GLEN EAGLE ADVISORS, LLC 244 40,310 0.00%
34 TRUST DEPARTMENT MB FINANCIAL BANK N A 260 43,000 0.00%
35 DELPHI PRIVATE ADVISORS LLC 278 46,000 0.00%
36 ROBLE, BELKO & COMPANY, INC 278 46,000 0.00%
37 Stanford Investment Group, Inc. 288 48,000 0.00%
38 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 305 51,000 0.00%
39 Hanson & Doremus Investment Management 311 51,421 0.00%
40 M&R CAPITAL MANAGEMENT INC 340 56,000 0.00%
41 HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. 355 58,000 0.00% PRN
42 MONROE BANK & TRUST/MI 350 58,000 0.00%
43 Gradient Investments LLC 380 63,000 0.00%
44 Barnett & Company, Inc. 390 64,000 0.00%
45 HALL LAURIE J TRUSTEE 380 64,000 0.00%
46 YORKBRIDGE WEALTH PARTNERS, LLC 392 64,000 0.00%
47 BALDWIN WEALTH PARTNERS LLC/MA 400 66,000 0.00%
48 CT Financial Advisors LLC 414 68,456 0.00%
49 BROWN BROTHERS HARRIMAN & CO 425 70,000 0.00%
50 Winslow, Evans & Crocker, Inc. 438 72,254 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.