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

Institutional Holders (2017Q2)
Portfolio Summary: 532 Institutional holders with a total value of $9,223,287,516.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 WESTSIDE INVESTMENT MANAGEMENT, INC. 721 75,625 0.00%
52 HEFTY WEALTH PARTNERS 764 80,000 0.00%
53 Carroll Financial Associates, Inc. 790 82,000 0.00%
54 SHINE INVESTMENT ADVISORY SERVICES INC 800 84,000 0.00%
55 Barnett & Company, Inc. 800 84,000 0.00%
56 DUBUQUE BANK & TRUST CO 823 86,000 0.00%
57 FUSION FAMILY WEALTH, LLC 965 91,000 0.00% SH
58 BB&T INVESTMENT SERVICES, INC. 900 94,000 0.00%
59 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 948 100,000 0.00%
60 ADVANTAGE INVESTMENT MANAGEMENT, LLC 1,194 125,000 0.00%
61 Chicago Partners Investment Group LLC 1,400 142,000 0.00%
62 BROWN BROTHERS HARRIMAN & CO 1,550 163,000 0.00%
63 YORKBRIDGE WEALTH PARTNERS, LLC 1,571 166,000 0.00%
64 FOUNDERS CAPITAL MANAGEMENT 1,580 166,000 0.00%
65 GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC 1,703 178,000 0.00%
66 WOLVERINE ASSET MANAGEMENT LLC 1,706 179,000 0.00%
67 WATERMARK ASSET MANAGEMENT, INC. 1,714 180,000 0.00%
68 KRILOGY FINANCIAL LLC 1,738 182,000 0.00%
69 Oakworth Capital, Inc. 1,800 189,000 0.00%
70 CREATIVE FINANCIAL DESIGNS INC /ADV 1,825 191,000 0.00%
71 ARROW FINANCIAL CORP 1,820 191,000 0.00%
72 ULLMANN WEALTH PARTNERS GROUP, LLC 1,841 193,000 0.00%
73 WEALTHCARE CAPITAL MANAGEMENT LLC 1,856 195,000 0.00%
74 COUNTRY TRUST BANK 1,877 197,000 0.00%
75 PEDDOCK CAPITAL ADVISORS, LLC 1,940 204,000 0.00% SH
76 PARTHENON LLC 1,967 206,000 0.00%
77 VAUGHAN DAVID INVESTMENTS LLC/IL 1,971 207,000 0.00%
78 Aureus Asset Management, LLC 1,994 209,000 0.00%
79 HOCHMAN COLE INVESTMENT ADVISORS, INC. 1,993 209,000 0.00%
80 KCM INVESTMENT ADVISORS LLC 2,000 210,000 0.00%
81 Stillwater Investment Management, LLC 2,052 215,000 0.00%
82 WHITTIER TRUST CO OF NEVADA INC 2,050 215,000 0.00%
83 NWAM LLC 2,062 216,000 0.00%
84 Bartlett & Co. LLC 2,075 218,000 0.00%
85 VISTA CAPITAL PARTNERS, INC. 2,102 221,000 0.00% SH
86 First Horizon Advisors, Inc. 2,142 226,000 0.00%
87 ARMBRUSTER CAPITAL MANAGEMENT, INC. 2,175 228,000 0.00%
88 COLORADO CAPITAL MANAGEMENT, INC. 2,198 230,000 0.00%
89 Addison Capital Co 2,210 232,000 0.00%
90 OARSMAN CAPITAL, INC. 2,218 233,000 0.00%
91 DUNCKER STREETT & CO INC 2,251 236,000 0.00%
92 LUCAS CAPITAL MANAGEMENT 2,248 236,000 0.00%
93 Lenox Wealth Management, Inc. 2,258 237,000 0.00%
94 Lenox Wealth Advisors, LLC 2,262 237,000 0.00%
95 Summit Financial Wealth Advisors, LLC 2,271 238,000 0.00%
96 Peak Asset Management, LLC 2,281 239,000 0.00%
97 TRUIST FINANCIAL CORP 2,324 244,000 0.00%
98 WEALTHFRONT CORP 2,357 247,000 0.00%
99 MYCIO WEALTH PARTNERS, LLC 2,425 255,000 0.00%
100 GUYASUTA INVESTMENT ADVISORS INC 2,439 256,000 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.