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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
51 ROPES WEALTH ADVISORS LLC 1,500 58,000 0.00%
52 PROVIDA PENSION FUND ADMINISTRATOR 1,584 61,000 0.00%
53 NEXT Financial Group, Inc 1,595 61,000 0.00%
54 Perkins Coie Trust Co 1,600 62,000 0.00%
55 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 1,670 65,000 0.00%
56 D.A. DAVIDSON & CO. 1,794 69,000 0.00%
57 Apriem Advisors 1,875 72,000 0.00%
58 Whitnell & Co. 2,000 77,000 0.00%
59 AllSquare Wealth Management LLC 2,065 79,000 0.00%
60 US BANCORP \DE\ 2,219 86,000 0.00%
61 SYNOVUS FINANCIAL CORP 2,321 89,000 0.00%
62 BALDWIN WEALTH PARTNERS LLC/MA 2,500 96,000 0.00%
63 QCI ASSET MANAGEMENT INC/NY 2,565 99,000 0.00%
64 GENEOS WEALTH MANAGEMENT INC. 2,770 106,000 0.00%
65 FORMULA GROWTH LTD 2,950 114,000 0.00% Call
66 MACQUARIE GROUP LTD 3,200 123,000 0.00%
67 WOLVERINE ASSET MANAGEMENT LLC 3,652 140,000 0.00%
68 M&R CAPITAL MANAGEMENT INC 5,100 196,000 0.00%
69 PRIVATE TRUST CO NA 5,244 201,000 0.00%
70 Capital Wealth Planning, LLC 5,365 206,000 0.00%
71 BLAIR WILLIAM & CO/IL 5,431 208,000 0.00%
72 Evanson Asset Management, LLC 5,489 211,000 0.00%
73 ENVESTNET ASSET MANAGEMENT INC 5,755 221,000 0.00%
74 FIRST MANHATTAN CO. LLC. 5,812 223,000 0.00%
75 King Wealth Management Group 5,850 225,000 0.00%
76 IFP ADVISORS, INC 6,075 234,000 0.00%
77 FIRST FINANCIAL EQUITY CORPORATION 6,138 238,000 0.00%
78 DAVENPORT & Co LLC 6,860 238,110 0.00%
79 Concert Wealth Management Inc. 7,233 251,000 0.00%
80 EVERETT HARRIS & CO /CA/ 6,515 251,000 0.00%
81 GOULD ASSET MANAGEMENT LLC /CA/ 6,549 252,000 0.00%
82 Bridgewater Wealth & Financial Management, LLC 6,600 254,000 0.00%
83 IFC Holdings Incorporated/FL 6,650 257,000 0.00%
84 JOHNSON INVESTMENT COUNSEL INC 6,690 257,000 0.00%
85 Clearbridge Investments, LLC 6,741 259,000 0.00%
86 EFG Private Wealth Management (Americas) Corp. 6,942 267,000 0.00%
87 Veritable, L.P. 7,035 271,000 0.00%
88 Sandy Spring Bank 7,153 275,000 0.00%
89 Gradient Investments LLC 7,224 278,000 0.00%
90 Janney Montgomery Scott LLC 7,436 286,000 0.00%
91 HRT FINANCIAL LP 7,742 297,000 0.00%
92 Aspen Investment Management Inc 7,852 302,000 0.00%
93 One Capital Management, LLC 7,983 307,000 0.00%
94 WHITTIER TRUST CO OF NEVADA INC 8,050 310,000 0.00%
95 SECURITY NATIONAL TRUST CO 8,100 312,000 0.00%
96 CREDIT AGRICOLE S A 8,250 318,000 0.00%
97 ADVISOR GROUP, INC. 8,350 321,000 0.00%
98 Jump Trading, LLC 8,900 343,000 0.00% Call
99 SALEM INVESTMENT COUNSELORS INC 9,090 351,000 0.00%
100 ADELL HARRIMAN & CARPENTER INC 9,300 357,957 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.