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

Institutional Holders (2017Q1)
Portfolio Summary: 309 Institutional holders with a total value of $9,004,682,516.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 People's United Financial, Inc. 2 0 0.00%
2 Creative Planning 500 0 0.00% Call
3 OMNIA FAMILY WEALTH, LLC 12 0 0.00%
4 Transamerica Financial Advisors, LLC 8 1,000 0.00%
5 TOMPKINS FINANCIAL CORP 50 2,000 0.00%
6 SUTTON WEALTH ADVISORS INC. 65 2,502 0.00%
7 FNY PARTNERS FUND LP 100 3,000 0.00% Put
8 INR ADVISORY SERVICES LLC 70 3,000 0.00%
9 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 100 3,000 0.00%
10 Exchange Capital Management, Inc. 83 3,000 0.00%
11 Ironwood Financial, llc 75 3,000 0.00%
12 Perigon Wealth Management, LLC 102 4,000 0.00%
13 ASSET ADVISORS CORP 98 4,000 0.00%
14 ADIRONDACK TRUST CO 115 4,000 0.00%
15 BRAVE ASSET MANAGEMENT INC 100 4,000 0.00%
16 MassMutual Private Wealth & Trust, FSB 121 4,657 0.00%
17 1832 Asset Management L.P. 120 5,000 0.00%
18 HUNTINGTON NATIONAL BANK 145 6,000 0.00% PRN
19 Cohen Capital Management, Inc. 148 6,000 0.00%
20 CT Financial Advisors LLC 157 6,033 0.00%
21 HighTower Advisors, LLC 5,000 8,000 0.00% Put
22 CREATIVE FINANCIAL DESIGNS INC /ADV 237 9,000 0.00%
23 SPIDERROCK ADVISORS, LLC 13,600 10,000 0.00% Put PRN
24 BANCO BTG PACTUAL S.A. 200,000 10,000 0.00% Put
25 TCI Wealth Advisors, Inc. 302 12,000 0.00%
26 INTEGRATED INVESTMENT CONSULTANTS, LLC 300 12,000 0.00%
27 TRUST CO OF VERMONT 351 14,000 0.00%
28 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 370 15,000 0.00%
29 Catamount Wealth Management 400 15,000 0.00%
30 Kistler-Tiffany Companies, LLC 480 18,000 0.00%
31 Hillsdale Investment Management Inc. 480 18,000 0.00%
32 ARMOR INVESTMENT ADVISORS, LLC 500 19,000 0.00%
33 WESTSIDE INVESTMENT MANAGEMENT, INC. 572 22,251 0.00%
34 GLOBAL RETIREMENT PARTNERS, LLC 640 25,000 0.00%
35 JAMES INVESTMENT RESEARCH, INC. 700 27,000 0.00%
36 WHITTIER TRUST CO 715 28,000 0.00%
37 MASSEY QUICK SIMON & CO., LLC 731 28,000 0.00%
38 ASSETMARK, INC 753 29,000 0.00%
39 FIFTH THIRD BANCORP 791 30,000 0.00%
40 GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC 800 31,000 0.00%
41 IHT WEALTH MANAGEMENT, LLC 900 35,000 0.00%
42 PARALLEL ADVISORS, LLC 1,000 38,000 0.00%
43 ANCHOR INVESTMENT MANAGEMENT, LLC 1,000 38,490 0.00%
44 Advisory Services Network, LLC 1,014 39,000 0.00%
45 SPIDERROCK ADVISORS, LLC 14,000 45,000 0.00% Call PRN
46 WFG Advisors, LP 1,300 50,000 0.00%
47 PACIFIC CENTER FOR FINANCIAL SERVICES 1,341 52,000 0.00%
48 Hanson & Doremus Investment Management 1,403 54,000 0.00%
49 Liberty Capital Management, Inc. 1,460 56,000 0.00%
50 SEI INVESTMENTS CO 1,482 57,000 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.