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

Institutional Holders (2016Q4)
Portfolio Summary: 326 Institutional holders with a total value of $9,388,559,399.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Creative Planning 300 0 0.00% Call
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 OMNIA FAMILY WEALTH, LLC 12 0 0.00%
4 FNY PARTNERS FUND LP 40 1,000 0.00% Put
5 Transamerica Financial Advisors, LLC 5 1,000 0.00%
6 Exchange Capital Management, Inc. 60 2,000 0.00%
7 INTEGRATED WEALTH COUNSEL, LLC 69 2,000 0.00%
8 SUTTON WEALTH ADVISORS INC. 65 2,256 0.00%
9 Ironwood Financial, llc 75 3,000 0.00%
10 Perigon Wealth Management, LLC 102 4,000 0.00%
11 ADIRONDACK TRUST CO 115 4,000 0.00%
12 MassMutual Private Wealth & Trust, FSB 121 4,200 0.00%
13 HUNTINGTON NATIONAL BANK 145 5,000 0.00% PRN
14 CT Financial Advisors LLC 157 5,440 0.00%
15 MV CAPITAL MANAGEMENT, INC. 170 6,000 0.00%
16 WESTSIDE INVESTMENT MANAGEMENT, INC. 172 6,283 0.00%
17 Ancora Advisors LLC 200 7,000 0.00%
18 Sunbelt Securities, Inc. 211 7,325 0.00%
19 TCI Wealth Advisors, Inc. 302 10,000 0.00%
20 Ledyard National Bank 300 10,000 0.00%
21 INTEGRATED INVESTMENT CONSULTANTS, LLC 330 11,000 0.00%
22 Gradient Investments LLC 453 16,000 0.00%
23 Kistler-Tiffany Companies, LLC 480 17,000 0.00%
24 Hillsdale Investment Management Inc. 480 17,000 0.00%
25 ARMOR INVESTMENT ADVISORS, LLC 500 17,000 0.00%
26 TRUST CO OF VERMONT 551 19,000 0.00%
27 WHITTIER TRUST CO 715 25,000 0.00%
28 ASSETMARK, INC 753 26,000 0.00%
29 BRONFMAN E.L. ROTHSCHILD, L.P. 750 26,000 0.00%
30 SEI INVESTMENTS CO 772 27,000 0.00%
31 FIFTH THIRD BANCORP 791 27,000 0.00%
32 CREATIVE FINANCIAL DESIGNS INC /ADV 795 28,000 0.00%
33 HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. 850 30,000 0.00% PRN
34 PARALLEL ADVISORS, LLC 880 31,000 0.00%
35 IHT WEALTH MANAGEMENT, LLC 900 32,000 0.00%
36 JAMES INVESTMENT RESEARCH, INC. 975 34,000 0.00%
37 ANCHOR INVESTMENT MANAGEMENT, LLC 1,000 34,710 0.00%
38 SOWELL FINANCIAL SERVICES LLC 927 36,000 0.00%
39 HAP Trading, LLC 688,900 46,000 0.00% Call
40 PACIFIC CENTER FOR FINANCIAL SERVICES 1,341 47,000 0.00%
41 Hanson & Doremus Investment Management 1,403 48,698 0.00%
42 WFG Advisors, LP 1,450 50,000 0.00%
43 ROPES WEALTH ADVISORS LLC 1,500 52,000 0.00%
44 Perkins Coie Trust Co 1,600 56,000 0.00%
45 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 1,550 56,000 0.00%
46 D.A. DAVIDSON & CO. 1,794 62,000 0.00%
47 Apriem Advisors 1,875 65,000 0.00%
48 Whitnell & Co. 2,000 69,000 0.00%
49 AllSquare Wealth Management LLC 2,065 72,000 0.00%
50 US BANCORP \DE\ 2,219 77,000 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.