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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
101 REGENTATLANTIC CAPITAL LLC 2,465 259,000 0.00%
102 Modera Wealth Management, LLC 2,480 260,000 0.00%
103 CYPRESS CAPITAL MANAGEMENT LLC 2,517 264,000 0.00%
104 FIRST NATIONAL BANK NORTH DAKOTA 2,524 265,000 0.00%
105 WELCH INVESTMENTS, LLC 2,541 267,000 0.00%
106 FAS Wealth Partners, Inc. 2,539 267,000 0.00%
107 Partnervest Advisory Services LLC 2,615 274,000 0.00%
108 SMITH CHAS P & ASSOCIATES PA CPAS 2,648 278,000 0.00%
109 COLDSTREAM CAPITAL MANAGEMENT INC 2,659 279,000 0.00%
110 Zhang Financial LLC 2,695 283,000 0.00%
111 DOWLING & YAHNKE LLC 2,695 283,000 0.00%
112 BECK MACK & OLIVER LLC 2,729 286,000 0.00%
113 BDO WEALTH ADVISORS, LLC 2,740 288,000 0.00%
114 Wilmington Savings Fund Society, FSB 2,795 293,000 0.00%
115 Allen Investment Management, LLC 2,810 295,000 0.00%
116 JACKSON, GRANT INVESTMENT ADVISERS, INC. 2,828 297,000 0.00%
117 Sandy Spring Bank 2,834 297,000 0.00%
118 Blue Edge Capital, LLC 2,842 298,296 0.00%
119 HIGHLAND PRIVATE WEALTH MANAGEMENT 2,873 302,000 0.00%
120 IHT WEALTH MANAGEMENT, LLC 2,136 303,000 0.00%
121 PEAK CAPITAL MANAGEMENT LLC 2,905 305,000 0.00%
122 RELIANCE TRUST CO OF DELAWARE 2,910 305,000 0.00%
123 Plancorp, LLC 2,910 305,000 0.00%
124 WESBANCO BANK INC 2,914 305,000 0.00%
125 SOL Capital Management CO 2,945 309,000 0.00%
126 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 2,964 311,101 0.00%
127 Narwhal Capital Management 2,975 312,000 0.00%
128 STOCK YARDS BANK & TRUST CO 2,988 313,000 0.00%
129 CLOSE ASSET MANAGEMENT LTD 3,000 315,000 0.00%
130 DAVENPORT & Co LLC 3,055 320,653 0.00%
131 BALENTINE LLC 3,076 323,000 0.00%
132 Country Club Trust Company, n.a. 3,105 326,000 0.00%
133 OLD NATIONAL BANCORP /IN/ 3,181 334,000 0.00%
134 Truepoint, Inc. 3,146 335,000 0.00%
135 Parkside Financial Bank & Trust 3,228 339,000 0.00%
136 RIKOON GROUP, LLC 3,276 343,000 0.00%
137 MassMutual Private Wealth & Trust, FSB 3,300 346,368 0.00%
138 Advisory Alpha, LLC 3,258 347,000 0.00%
139 TCV Trust & Wealth Management, Inc. 3,352 352,000 0.00%
140 Capital Advisors, Ltd. LLC 3,372 354,000 0.00%
141 MURPHY CAPITAL MANAGEMENT INC 3,400 356,000 0.00%
142 Virtu KCG Holdings LLC 3,433 360,000 0.00%
143 CENTRAL TRUST Co 3,435 361,000 0.00%
144 Manchester Capital Management LLC 3,439 361,000 0.00%
145 CONDOR CAPITAL MANAGEMENT 3,506 368,000 0.00%
146 Horizon Investments, LLC 3,580 371,000 0.00%
147 RELATIVE VALUE PARTNERS GROUP, LLC 3,610 379,000 0.00%
148 CANANDAIGUA NATIONAL BANK & TRUST CO 3,666 385,000 0.00%
149 MERITAGE PORTFOLIO MANAGEMENT 3,750 394,000 0.00%
150 Waverly Advisors, LLC 3,793 398,000 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.