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

Institutional Holders (2016Q2)
Portfolio Summary: 335 Institutional holders with a total value of $2,963,505,791.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parkside Financial Bank & Trust 3 0 0.00%
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 CAPTRUST FINANCIAL ADVISORS 11 1,000 0.00%
4 CUTLER GROUP LLC / CA 1,100 1,000 0.00% Put
5 WEALTHPLAN PARTNERS, LLC 1,124 3,597 0.00%
6 MCF Advisors LLC 27 4,000 0.00%
7 Winslow, Evans & Crocker, Inc. 42 5,380 0.00%
8 Plante Moran Financial Advisors, LLC 56 7,000 0.00%
9 SEVENBRIDGE FINANCIAL GROUP, LLC 67 9,000 0.00%
10 Vigilant Capital Management, LLC 74 9,000 0.00%
11 Hanson & Doremus Investment Management 79 10,000 0.00%
12 ASSETMARK, INC 86 11,000 0.00%
13 First Personal Financial Services 88 11,000 0.00%
14 Archford Capital Strategies, LLC 83 11,000 0.00%
15 OLD SECOND NATIONAL BANK OF AURORA 88 11,000 0.00%
16 Whitnell & Co. 96 12,000 0.00%
17 FLOW TRADERS U.S. LLC 100 13,000 0.00%
18 North Star Investment Management Corp. 100 13,000 0.00%
19 ADIRONDACK TRUST CO 114 15,000 0.00%
20 CENTRAL TRUST Co 120 15,000 0.00%
21 FARMERS & MERCHANTS INVESTMENTS INC 126 16,000 0.00%
22 TOMPKINS FINANCIAL CORP 142 18,000 0.00%
23 THOMPSON DAVIS & CO., INC. 142 18,000 0.00%
24 PIERSHALE FINANCIAL GROUP, INC. 141 18,000 0.00%
25 Catamount Wealth Management 150 19,000 0.00%
26 DUNCKER STREETT & CO INC 155 20,000 0.00%
27 Argentus Capital Management, LLC 153 20,000 0.00%
28 KELMAN-LAZAROV, INC. 174 22,362 0.00%
29 DUBUQUE BANK & TRUST CO 178 23,000 0.00%
30 HOWE & RUSLING INC 185 24,000 0.00%
31 INTEGRATED WEALTH MANAGEMENT 195 25,000 0.00%
32 Hudock, Inc. 210 26,000 0.00%
33 Ironwood Financial, llc 202 26,000 0.00%
34 ZIONS BANCORPORATION 202 26,000 0.00%
35 Financial Architects, Inc 200 26,000 0.00%
36 BlackRock Finance, Inc. 219 28,000 0.00%
37 MOSAIC FAMILY WEALTH, LLC 228 29,000 0.00%
38 MANUFACTURERS LIFE INSURANCE COMPANY, THE 231 30,000 0.00%
39 MassMutual Private Wealth & Trust, FSB 237 30,348 0.00%
40 Exchange Capital Management, Inc. 252 32,000 0.00%
41 SIGNATUREFD, LLC 260 33,000 0.00%
42 WASHINGTON TRUST BANK 284 36,000 0.00%
43 Sandy Spring Bank 322 41,000 0.00%
44 BlackRock Investment Management, LLC 344 44,000 0.00%
45 CENTRAL BANK & TRUST CO 363 46,000 0.00%
46 Tortoise Investment Management, LLC 358 46,000 0.00%
47 Evercore Wealth Management, LLC 390 50,000 0.00%
48 Perigon Wealth Management, LLC 400 51,000 0.00%
49 People's United Financial, Inc. 420 54,000 0.00%
50 SYNOVUS FINANCIAL CORP 425 54,000 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.