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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 PATTEN & PATTEN INC/TN 6,165 1,061,000 0.15%
52 CHARTIST INC /CA/ 5,879 1,011,618 0.15%
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,773 993,000 0.14%
54 Commonwealth Equity Services, Inc 5,650 972,000 0.14%
55 FIRST UNITED BANK & TRUST 5,302 912,000 0.13%
56 CETERA INVESTMENT ADVISERS 4,942 850,000 0.12%
57 Cetera Advisors LLC 4,942 850,000 0.12%
58 Cetera Advisor Networks LLC 4,732 812,000 0.12%
59 ARS Wealth Advisors, LLC 4,625 796,000 0.11%
60 LADENBURG THALMANN FINANCIAL SERVICES INC. 4,445 764,000 0.11%
61 BARCLAYS PLC 4,200 723,000 0.10% Put
62 Private Advisor Group, LLC 4,072 709,000 0.10%
63 Capital Investment Counsel, Inc 4,065 699,000 0.10%
64 MILLENNIUM MANAGEMENT LLC 3,835 660,000 0.10%
65 Janney Montgomery Scott LLC 3,479 599,000 0.09%
66 FMA ADVISORY INC 3,421 588,000 0.08%
67 HCR WEALTH ADVISORS 3,325 572,000 0.08%
68 CIBC WORLD MARKET INC. 3,200 551,000 0.08%
69 FLORIN COURT CAPITAL LLP 3,032 522,000 0.08%
70 BlueCrest Capital Management Ltd 2,858 492,000 0.07%
71 GENEOS WEALTH MANAGEMENT INC. 2,835 487,000 0.07%
72 Cambridge Investment Research Advisors, Inc. 2,615 450,000 0.06%
73 CITIGROUP INC 2,490 428,000 0.06%
74 NATIONAL PLANNING CORP 2,325 404,000 0.06%
75 Ifrah Financial Services, Inc. 2,300 396,000 0.06%
76 OPPENHEIMER & CO INC 2,271 391,000 0.06%
77 Visionary Asset Management, Inc. 2,246 386,000 0.06%
78 CHATHAM CAPITAL GROUP, INC. 2,225 383,000 0.06%
79 INVESTMENT CENTERS OF AMERICA INC 2,169 373,000 0.05%
80 CITADEL ADVISORS LLC 2,141 368,000 0.05%
81 GENWEALTH GROUP, INC. 2,131 366,000 0.05%
82 CORNERSTONE FINANCIAL PARTNERS, LLC 2,083 358,000 0.05%
83 ROBINSON VALUE MANAGEMENT, LTD. 2,067 356,000 0.05%
84 Country Club Trust Company, n.a. 1,940 334,000 0.05%
85 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1,922 331,000 0.05%
86 MML INVESTORS SERVICES, INC. 1,875 323,000 0.05%
87 FINANCIAL COUNSELORS INC 1,600 275,000 0.04%
88 HSBC HOLDINGS PLC 1,600 275,000 0.04%
89 CUTLER GROUP LLC / CA 1,525 262,000 0.04%
90 SUMMIT SECURITIES GROUP LLC 1,500 258,000 0.04%
91 MURPHY CAPITAL MANAGEMENT INC 1,390 239,000 0.03%
92 WP ADVISORS, LLC 1,368 235,000 0.03%
93 BARCLAYS PLC 1,300 224,000 0.03%
94 SHEETS SMITH WEALTH MANAGEMENT 1,242 214,000 0.03%
95 Capital Planning Advisors, LLC 1,203 207,000 0.03%
96 Jefferies Group LLC 1,200 206,000 0.03%
97 STIFEL FINANCIAL CORP 1,193 206,000 0.03%
98 PRELUDE CAPITAL MANAGEMENT, LLC 1,175 202,000 0.03%
99 Patten Group, Inc. 1,175 196,000 0.03%
100 North Star Investment Management Corp. 1,130 194,000 0.03%
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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.