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

Institutional Holders (2017Q2)
Portfolio Summary: 446 Institutional holders with a total value of $5,150,266,304.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 Polaris Wealth Advisory Group, LLC 69,299 5,855,000 0.11%
102 IHT WEALTH MANAGEMENT, LLC 4,425 5,779,000 0.11%
103 HUNTINGTON NATIONAL BANK 68,392 5,779,000 0.11% PRN
104 FIRST HAWAIIAN BANK 66,013 5,578,000 0.11%
105 Sigma Planning Corp 61,336 5,182,000 0.10%
106 PREMISE CAPITAL, LLC 60,404 5,104,000 0.10%
107 Atria Investments, Inc 58,349 4,930,000 0.10%
108 Horizon Investments, LLC 56,582 4,783,000 0.09%
109 HEFTY WEALTH PARTNERS 56,078 4,738,000 0.09%
110 BUCKINGHAM STRATEGIC WEALTH, LLC 55,990 4,731,000 0.09%
111 MANUFACTURERS LIFE INSURANCE COMPANY, THE 55,430 4,683,000 0.09%
112 TOWER SQUARE INVESTMENT MANAGEMENT, LLC 55,437 4,680,000 0.09%
113 SEI INVESTMENTS CO 55,233 4,666,000 0.09%
114 Goelzer Investment Management, Inc. 54,920 4,640,000 0.09%
115 HM PAYSON & CO 54,339 4,591,000 0.09%
116 SignalPoint Asset Management, LLC 52,551 4,440,000 0.09%
117 STOCK YARDS BANK & TRUST CO 52,064 4,399,000 0.09%
118 Van Hulzen Asset Management, LLC 50,505 4,267,000 0.08%
119 TRUE PRIVATE WEALTH ADVISORS 49,839 4,210,000 0.08%
120 Tuttle Capital Management, LLC 49,786 4,206,000 0.08%
121 HighTower Advisors, LLC 49,355 4,161,000 0.08%
122 STALEY CAPITAL ADVISERS INC 48,350 4,085,000 0.08%
123 North Star Investment Management Corp. 48,352 4,085,000 0.08%
124 NTV ASSET MANAGEMENT LLC 46,100 3,894,000 0.08%
125 MONEY MATTERS FINANCIAL GROUP INC 45,748 3,865,000 0.08%
126 Advisory Services Network, LLC 43,880 3,707,000 0.07%
127 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 41,998 3,548,000 0.07%
128 WHITE PINE CAPITAL LLC 41,695 3,523,000 0.07%
129 WOODMONT INVESTMENT COUNSEL LLC 41,118 3,474,000 0.07%
130 ETRADE Capital Management LLC 40,700 3,439,000 0.07%
131 TD Ameritrade Trust Co 40,243 3,418,000 0.07%
132 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 40,210 3,397,000 0.07%
133 GREAT LAKES ADVISORS, LLC 39,206 3,313,000 0.06%
134 Legacy Private Trust Co. 39,093 3,303,000 0.06%
135 CAMBIAR INVESTORS LLC 38,978 3,293,000 0.06%
136 Smart Portfolios, LLC 38,892 3,286,000 0.06%
137 KING LUTHER CAPITAL MANAGEMENT CORP 38,895 3,286,000 0.06%
138 Zhang Financial LLC 38,608 3,260,000 0.06%
139 Hilltop Holdings Inc. 38,580 3,260,000 0.06%
140 Advisory Alpha, LLC 37,839 3,198,000 0.06%
141 WOLVERINE TRADING LP /BD 37,164 3,140,000 0.06%
142 CITIGROUP INC 35,355 2,987,000 0.06%
143 Windsor Capital Management, LLC 33,772 2,853,000 0.06%
144 COMERICA BANK 33,562 2,838,000 0.06%
145 VENTURI WEALTH MANAGEMENT, LLC 33,226 2,807,000 0.05%
146 Private Advisor Group, LLC 33,151 2,799,000 0.05%
147 BANK OF THE WEST 32,775 2,769,000 0.05%
148 PRIVATE ADVISORY GROUP LLC 31,480 2,659,000 0.05% SH
149 REGIONS FINANCIAL CORP 31,223 2,638,000 0.05%
150 Vontobel Swiss Wealth Advisors AG 30,657 2,590,000 0.05%
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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.