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

Institutional Holders (2016Q4)
Portfolio Summary: 367 Institutional holders with a total value of $3,451,337,552.
#
Manager Name
Shares
Value ($)
%
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 3,000 0.00% Call
4 Ancora Advisors LLC 29 4,000 0.00%
5 MCF Advisors LLC 27 4,000 0.00%
6 SHARKEY, HOWES & JAVER 30 4,000 0.00%
7 Orion Porfolio Solutions, LLC 37 5,000 0.00%
8 Winslow, Evans & Crocker, Inc. 42 6,100 0.00%
9 Plante Moran Financial Advisors, LLC 56 8,000 0.00%
10 INTEGRATED INVESTMENT CONSULTANTS, LLC 56 8,000 0.00%
11 Hanson & Doremus Investment Management 59 8,567 0.00%
12 Perkins Coie Trust Co 63 9,000 0.00%
13 SEVENBRIDGE FINANCIAL GROUP, LLC 67 9,000 0.00%
14 GUIDANT WEALTH ADVISORS 77 11,000 0.00%
15 Archford Capital Strategies, LLC 83 12,000 0.00%
16 OLD SECOND NATIONAL BANK OF AURORA 88 13,000 0.00%
17 First Personal Financial Services 88 13,000 0.00%
18 Whitnell & Co. 96 14,000 0.00%
19 CENTRAL BANK & TRUST CO 98 14,000 0.00%
20 North Star Investment Management Corp. 100 15,000 0.00%
21 CENTRAL TRUST Co 120 17,000 0.00%
22 FARMERS & MERCHANTS INVESTMENTS INC 126 18,000 0.00%
23 CAPTRUST FINANCIAL ADVISORS 122 18,000 0.00%
24 CUTLER GROUP LLC / CA 131 19,000 0.00%
25 EDGE ADVISORS, LLC 144 20,000 0.00%
26 TOMPKINS FINANCIAL CORP 142 21,000 0.00%
27 WASHINGTON TRUST BANK 161 23,000 0.00%
28 Exchange Capital Management, Inc. 160 23,000 0.00%
29 DUNCKER STREETT & CO INC 156 23,000 0.00%
30 KELMAN-LAZAROV, INC. 174 25,266 0.00%
31 HOWE & RUSLING INC 185 27,000 0.00%
32 THOMPSON DAVIS & CO., INC. 189 27,000 0.00%
33 Ironwood Financial, llc 202 29,000 0.00%
34 Financial Architects, Inc 200 29,000 0.00%
35 ZIONS BANCORPORATION 200 29,000 0.00%
36 MOSAIC FAMILY WEALTH, LLC 228 34,000 0.00%
37 MassMutual Private Wealth & Trust, FSB 237 34,415 0.00%
38 GLOBAL RETIREMENT PARTNERS, LLC 295 43,000 0.00%
39 Sandy Spring Bank 322 47,000 0.00%
40 ASSETMARK, INC 354 51,000 0.00%
41 Tortoise Investment Management, LLC 358 52,000 0.00%
42 AMERICAN NATIONAL BANK & TRUST 366 53,000 0.00%
43 Cable Hill Partners, LLC 388 56,000 0.00%
44 Evercore Wealth Management, LLC 390 57,000 0.00%
45 People's United Financial, Inc. 420 61,000 0.00%
46 SYNOVUS FINANCIAL CORP 425 62,000 0.00%
47 Oakworth Capital, Inc. 443 63,000 0.00%
48 KRILOGY FINANCIAL LLC 455 66,000 0.00%
49 CRIBSTONE CAPITAL MANAGEMENT, LLC 537 79,000 0.00%
50 JACKSON, GRANT INVESTMENT ADVISERS, INC. 608 88,000 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.