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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
151 Sarasin & Partners LLP 30,150 2,547,000 0.05%
152 Exchange Capital Management, Inc. 29,944 2,530,000 0.05%
153 FIDUCIARY TRUST CO 29,634 2,504,000 0.05%
154 EVERGREEN CAPITAL MANAGEMENT LLC 29,300 2,476,000 0.05%
155 FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 29,050 2,454,000 0.05%
156 Calamos Wealth Management LLC 28,896 2,441,000 0.05%
157 Visionary Asset Management, Inc. 28,838 2,436,000 0.05%
158 TRUSTMARK BANK TRUST DEPARTMENT 28,479 2,406,000 0.05%
159 Carnegie Investment Counsel 28,399 2,400,000 0.05%
160 DARWIN WEALTH MANAGEMENT, LLC 28,371 2,397,000 0.05%
161 First Horizon Advisors, Inc. 28,284 2,389,000 0.05%
162 WESTSIDE INVESTMENT MANAGEMENT, INC. 27,956 2,360,604 0.05%
163 ARS Investment Partners, LLC 27,702 2,341,000 0.05% SH
164 OPPENHEIMER & CO INC 27,578 2,330,000 0.05%
165 Brown Advisory Securities, LLC 27,485 2,323,000 0.05%
166 PROBITY ADVISORS, INC. 26,885 2,272,000 0.04%
167 WAYNE HUMMER INVESTMENTS L.L.C. 25,870 2,186,000 0.04%
168 BANK HAPOALIM BM 25,560 2,160,000 0.04% PRN
169 CIBC Private Wealth Group LLC 24,305 2,053,000 0.04%
170 Rehmann Capital Advisory Group 23,937 2,022,000 0.04%
171 SHEPHERD FINANCIAL PARTNERS LLC 23,075 1,949,000 0.04%
172 Institute for Wealth Management, LLC. 22,955 1,941,000 0.04%
173 EMPIRICAL FINANCE, LLC 22,747 1,922,000 0.04%
174 Diversified Portfolios, Inc. 21,540 1,820,000 0.04%
175 AMERICAN INTERNATIONAL GROUP, INC. 21,200 1,791,000 0.03%
176 Bangor Savings Bank 21,138 1,786,000 0.03%
177 MV CAPITAL MANAGEMENT, INC. 20,882 1,764,000 0.03%
178 ZIONS BANCORPORATION 20,793 1,757,000 0.03%
179 CULLEN/FROST BANKERS, INC. 20,702 1,749,000 0.03%
180 CAPITAL ASSET ADVISORY SERVICES LLC 20,685 1,748,000 0.03%
181 FDx Advisors, Inc. 20,380 1,722,000 0.03%
182 Creative Planning 19,893 1,681,000 0.03%
183 M&T BANK CORP 19,736 1,667,000 0.03%
184 Checchi Capital Advisers, LLC 19,499 1,647,000 0.03%
185 INSIGHT 2811, INC. 19,462 1,644,000 0.03%
186 King Wealth Management Group 19,256 1,627,000 0.03%
187 INTERACTIVE FINANCIAL ADVISORS, INC. 19,149 1,618,000 0.03%
188 ALESCO ADVISORS LLC 18,810 1,589,000 0.03%
189 INVESTMENT HOUSE LLC 18,420 1,556,000 0.03%
190 IFP ADVISORS, INC 18,205 1,538,000 0.03%
191 First Financial Bank - Trust Division 17,950 1,517,000 0.03%
192 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 17,873 1,510,000 0.03%
193 America First Investment Advisors, LLC 17,850 1,508,000 0.03%
194 TRUIST FINANCIAL CORP 17,630 1,490,000 0.03%
195 NATIONAL PLANNING CORP 17,656 1,489,000 0.03%
196 NATIXIS ADVISORS, LLC 17,469 1,476,000 0.03%
197 SNS Financial Group, LLC 17,402 1,470,000 0.03%
198 Invesco Ltd. 16,756 1,416,000 0.03%
199 LEVEL FOUR ADVISORY SERVICES, LLC 16,633 1,406,000 0.03%
200 ARROW FINANCIAL CORP 16,308 1,378,000 0.03%
Page 4 of 9

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.