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

Institutional Holders (2017Q2)
Portfolio Summary: 142 Institutional holders with a total value of $693,464,194.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 WP ADVISORS, LLC 1,368 235,000 0.03%
52 MURPHY CAPITAL MANAGEMENT INC 1,390 239,000 0.03%
53 SUMMIT SECURITIES GROUP LLC 1,500 258,000 0.04%
54 CUTLER GROUP LLC / CA 1,525 262,000 0.04%
55 FINANCIAL COUNSELORS INC 1,600 275,000 0.04%
56 HSBC HOLDINGS PLC 1,600 275,000 0.04%
57 MML INVESTORS SERVICES, INC. 1,875 323,000 0.05%
58 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1,922 331,000 0.05%
59 Country Club Trust Company, n.a. 1,940 334,000 0.05%
60 ROBINSON VALUE MANAGEMENT, LTD. 2,067 356,000 0.05%
61 CORNERSTONE FINANCIAL PARTNERS, LLC 2,083 358,000 0.05%
62 GENWEALTH GROUP, INC. 2,131 366,000 0.05%
63 CITADEL ADVISORS LLC 2,141 368,000 0.05%
64 INVESTMENT CENTERS OF AMERICA INC 2,169 373,000 0.05%
65 CHATHAM CAPITAL GROUP, INC. 2,225 383,000 0.06%
66 Visionary Asset Management, Inc. 2,246 386,000 0.06%
67 OPPENHEIMER & CO INC 2,271 391,000 0.06%
68 Ifrah Financial Services, Inc. 2,300 396,000 0.06%
69 NATIONAL PLANNING CORP 2,325 404,000 0.06%
70 CITIGROUP INC 2,490 428,000 0.06%
71 Cambridge Investment Research Advisors, Inc. 2,615 450,000 0.06%
72 GENEOS WEALTH MANAGEMENT INC. 2,835 487,000 0.07%
73 BlueCrest Capital Management Ltd 2,858 492,000 0.07%
74 FLORIN COURT CAPITAL LLP 3,032 522,000 0.08%
75 CIBC WORLD MARKET INC. 3,200 551,000 0.08%
76 HCR WEALTH ADVISORS 3,325 572,000 0.08%
77 FMA ADVISORY INC 3,421 588,000 0.08%
78 Janney Montgomery Scott LLC 3,479 599,000 0.09%
79 MILLENNIUM MANAGEMENT LLC 3,835 660,000 0.10%
80 Capital Investment Counsel, Inc 4,065 699,000 0.10%
81 Private Advisor Group, LLC 4,072 709,000 0.10%
82 BARCLAYS PLC 4,200 723,000 0.10% Put
83 LADENBURG THALMANN FINANCIAL SERVICES INC. 4,445 764,000 0.11%
84 ARS Wealth Advisors, LLC 4,625 796,000 0.11%
85 Cetera Advisor Networks LLC 4,732 812,000 0.12%
86 Cetera Advisors LLC 4,942 850,000 0.12%
87 CETERA INVESTMENT ADVISERS 4,942 850,000 0.12%
88 FIRST UNITED BANK & TRUST 5,302 912,000 0.13%
89 Commonwealth Equity Services, Inc 5,650 972,000 0.14%
90 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,773 993,000 0.14%
91 CHARTIST INC /CA/ 5,879 1,011,618 0.15%
92 PATTEN & PATTEN INC/TN 6,165 1,061,000 0.15%
93 VICUS CAPITAL 6,208 1,068,000 0.15%
94 PRIVATE ADVISORY GROUP LLC 6,341 1,092,000 0.16% SH
95 ADVISOR GROUP, INC. 6,735 1,159,000 0.17%
96 Creative Planning 6,901 1,187,000 0.17%
97 STRATEGIC FINANCIAL GROUP, LLC 7,332 1,262,000 0.18%
98 Timber Hill LLC 7,521 1,294,000 0.19%
99 CUMBERLAND ADVISORS INC 8,280 1,425,000 0.21%
100 MANUFACTURERS LIFE INSURANCE COMPANY, THE 8,890 1,530,000 0.22%
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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.