Dark
Light
System
Security
ISHARES TR
ISHARES TR. Institutional holdings reported to the SEC.

Institutional Holders (2017Q2)
Portfolio Summary: 380 Institutional holders with a total value of $3,325,815,285.
#
Manager Name
Shares
Value ($)
%
Options
Notes
201 APPLETON PARTNERS INC/MA 3,657 543,000 0.02%
202 Cambridge Advisors Inc. 3,619 538,000 0.02%
203 RIKOON GROUP, LLC 3,545 526,000 0.02%
204 One Capital Management, LLC 3,537 525,000 0.02%
205 RISK PARADIGM GROUP, LLC 3,458 513,685 0.02%
206 GLEN EAGLE ADVISORS, LLC 3,456 513,389 0.02%
207 BDO WEALTH ADVISORS, LLC 3,447 512,000 0.02%
208 LAUREL WEALTH ADVISORS, INC. 3,435 510,000 0.02%
209 O'BRIEN WEALTH PARTNERS LLC 3,361 499,000 0.02%
210 PARKER INVESTMENT MANAGEMENT, LLC 3,349 497,000 0.01%
211 First Heartland Consultants, Inc. 3,310 492,000 0.01%
212 FDx Advisors, Inc. 3,276 487,000 0.01%
213 Baker Avenue Asset Management, LP 3,199 475,000 0.01%
214 MERIDIAN INVESTMENT COUNSEL INC. 3,099 460,000 0.01%
215 JOHNSON INVESTMENT COUNSEL INC 3,085 458,000 0.01%
216 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,076 457,000 0.01%
217 KCM INVESTMENT ADVISORS LLC 3,050 453,000 0.01%
218 Cerity Partners OCIO LLC 3,027 450,000 0.01%
219 SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,000 446,000 0.01% Call
220 SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,000 446,000 0.01% Put
221 KANAWHA CAPITAL MANAGEMENT LLC 2,940 437,000 0.01%
222 INVESTMENT CENTERS OF AMERICA INC 2,950 437,000 0.01%
223 Evanson Asset Management, LLC 2,861 425,000 0.01%
224 WEALTHSOURCE PARTNERS, LLC 2,712 403,000 0.01%
225 CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,651 394,000 0.01%
226 NEXT Financial Group, Inc 2,647 393,000 0.01%
227 Hugh Johnson Advisors LLC 2,629 391,000 0.01%
228 BALENTINE LLC 2,556 380,000 0.01%
229 BURKE & HERBERT BANK & TRUST CO 2,509 373,000 0.01%
230 Arete Wealth Advisors, LLC 2,498 371,000 0.01%
231 VOYA FINANCIAL ADVISORS, INC. 2,460 365,000 0.01%
232 CLEARSTEAD ADVISORS, LLC 2,421 360,000 0.01%
233 MERIDIAN WEALTH MANAGEMENT, LLC 2,398 356,000 0.01%
234 FIRST MIDWEST BANK TRUST DIVISION 2,380 354,000 0.01%
235 MONEYWISE, INC. 2,374 353,000 0.01%
236 MILLENNIUM MANAGEMENT LLC 2,351 349,000 0.01%
237 Capital Investment Advisors, LLC 2,341 348,000 0.01%
238 MOTCO 2,333 347,000 0.01%
239 ASSET PLANNING SERVICES, LTD. 2,326 346,000 0.01%
240 ALLIANCEBERNSTEIN L.P. 2,294 341,000 0.01%
241 SHEAFF BROCK INVESTMENT ADVISORS, LLC 2,258 335,000 0.01%
242 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,240 333,000 0.01%
243 Summit Asset Management, LLC 2,222 330,000 0.01%
244 FINANCIAL COUNSELORS INC 2,124 316,000 0.01%
245 Montecito Bank & Trust 2,115 314,000 0.01%
246 CUE ADVISORY SERVICES, INC. 2,100 312,000 0.01%
247 PATHSTONE FAMILY OFFICE, LLC 2,050 305,000 0.01%
248 FineMark National Bank & Trust 2,036 302,000 0.01%
249 Jacobus Wealth Management, Inc. 2,025 301,000 0.01%
250 JAMES INVESTMENT RESEARCH, INC. 2,025 301,000 0.01%
Page 5 of 8

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.