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

Institutional Holders (2016Q3)
Portfolio Summary: 339 Institutional holders with a total value of $3,097,765,853.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parkside Financial Bank & Trust 3 0 0.00%
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 CUTLER GROUP LLC / CA 300 1,000 0.00% Call
4 Allworth Financial LP 9 1,000 0.00%
5 WEALTHPLAN PARTNERS, LLC 27 3,547 0.00%
6 MCF Advisors LLC 27 4,000 0.00%
7 Winslow, Evans & Crocker, Inc. 42 5,586 0.00%
8 INTEGRATED INVESTMENT CONSULTANTS, LLC 56 7,000 0.00%
9 Plante Moran Financial Advisors, LLC 56 7,000 0.00%
10 Perkins Coie Trust Co 63 8,000 0.00%
11 Hanson & Doremus Investment Management 59 8,000 0.00%
12 SEVENBRIDGE FINANCIAL GROUP, LLC 67 9,000 0.00%
13 GUIDANT WEALTH ADVISORS 77 10,000 0.00%
14 Vigilant Capital Management, LLC 74 10,000 0.00%
15 ASSETMARK, INC 85 11,000 0.00%
16 Archford Capital Strategies, LLC 83 11,000 0.00%
17 OLD SECOND NATIONAL BANK OF AURORA 88 12,000 0.00%
18 First Personal Financial Services 88 12,000 0.00%
19 CENTRAL BANK & TRUST CO 98 13,000 0.00%
20 North Star Investment Management Corp. 100 13,000 0.00%
21 Whitnell & Co. 96 13,000 0.00%
22 Gradient Investments LLC 121 16,000 0.00%
23 CENTRAL TRUST Co 120 16,000 0.00%
24 Hudock, Inc. 140 18,000 0.00%
25 TOMPKINS FINANCIAL CORP 142 19,000 0.00%
26 PIERSHALE FINANCIAL GROUP, INC. 141 19,000 0.00%
27 WASHINGTON TRUST BANK 140 19,000 0.00%
28 THOMPSON DAVIS & CO., INC. 142 19,000 0.00%
29 Argentus Capital Management, LLC 153 20,000 0.00%
30 DUNCKER STREETT & CO INC 155 21,000 0.00%
31 KELMAN-LAZAROV, INC. 174 22,856 0.00%
32 Elite Wealth Management, Inc. 173 23,000 0.00%
33 HOWE & RUSLING INC 185 25,000 0.00%
34 INTEGRATED WEALTH MANAGEMENT 195 26,000 0.00%
35 ZIONS BANCORPORATION 200 27,000 0.00%
36 Ironwood Financial, llc 202 27,000 0.00%
37 Financial Architects, Inc 200 27,000 0.00%
38 MOSAIC FAMILY WEALTH, LLC 228 30,000 0.00%
39 BlackRock Finance, Inc. 223 30,000 0.00%
40 Exchange Capital Management, Inc. 252 34,000 0.00%
41 JNBA Financial Advisors 260 35,000 0.00%
42 SIGNATUREFD, LLC 260 35,000 0.00%
43 Sandy Spring Bank 322 43,000 0.00%
44 West Oak Capital, LLC 353 46,949 0.00%
45 Tortoise Investment Management, LLC 358 48,000 0.00%
46 FARMERS & MERCHANTS INVESTMENTS INC 385 51,000 0.00%
47 Evercore Wealth Management, LLC 390 52,000 0.00%
48 People's United Financial, Inc. 420 56,000 0.00%
49 SYNOVUS FINANCIAL CORP 425 57,000 0.00%
50 Oakworth Capital, Inc. 443 59,000 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.