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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
251 AllSquare Wealth Management LLC 2,065 79,000 0.00%
252 Whitnell & Co. 2,000 77,000 0.00%
253 Apriem Advisors 1,875 72,000 0.00%
254 D.A. DAVIDSON & CO. 1,794 69,000 0.00%
255 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 1,670 65,000 0.00%
256 Perkins Coie Trust Co 1,600 62,000 0.00%
257 PROVIDA PENSION FUND ADMINISTRATOR 1,584 61,000 0.00%
258 NEXT Financial Group, Inc 1,595 61,000 0.00%
259 ROPES WEALTH ADVISORS LLC 1,500 58,000 0.00%
260 SEI INVESTMENTS CO 1,482 57,000 0.00%
261 Liberty Capital Management, Inc. 1,460 56,000 0.00%
262 Hanson & Doremus Investment Management 1,403 54,000 0.00%
263 PACIFIC CENTER FOR FINANCIAL SERVICES 1,341 52,000 0.00%
264 WFG Advisors, LP 1,300 50,000 0.00%
265 SPIDERROCK ADVISORS, LLC 14,000 45,000 0.00% Call PRN
266 Advisory Services Network, LLC 1,014 39,000 0.00%
267 ANCHOR INVESTMENT MANAGEMENT, LLC 1,000 38,490 0.00%
268 PARALLEL ADVISORS, LLC 1,000 38,000 0.00%
269 IHT WEALTH MANAGEMENT, LLC 900 35,000 0.00%
270 GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC 800 31,000 0.00%
271 FIFTH THIRD BANCORP 791 30,000 0.00%
272 ASSETMARK, INC 753 29,000 0.00%
273 WHITTIER TRUST CO 715 28,000 0.00%
274 MASSEY QUICK SIMON & CO., LLC 731 28,000 0.00%
275 JAMES INVESTMENT RESEARCH, INC. 700 27,000 0.00%
276 GLOBAL RETIREMENT PARTNERS, LLC 640 25,000 0.00%
277 WESTSIDE INVESTMENT MANAGEMENT, INC. 572 22,251 0.00%
278 ARMOR INVESTMENT ADVISORS, LLC 500 19,000 0.00%
279 Hillsdale Investment Management Inc. 480 18,000 0.00%
280 Kistler-Tiffany Companies, LLC 480 18,000 0.00%
281 Catamount Wealth Management 400 15,000 0.00%
282 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 370 15,000 0.00%
283 TRUST CO OF VERMONT 351 14,000 0.00%
284 INTEGRATED INVESTMENT CONSULTANTS, LLC 300 12,000 0.00%
285 TCI Wealth Advisors, Inc. 302 12,000 0.00%
286 BANCO BTG PACTUAL S.A. 200,000 10,000 0.00% Put
287 SPIDERROCK ADVISORS, LLC 13,600 10,000 0.00% Put PRN
288 CREATIVE FINANCIAL DESIGNS INC /ADV 237 9,000 0.00%
289 HighTower Advisors, LLC 5,000 8,000 0.00% Put
290 CT Financial Advisors LLC 157 6,033 0.00%
291 HUNTINGTON NATIONAL BANK 145 6,000 0.00% PRN
292 Cohen Capital Management, Inc. 148 6,000 0.00%
293 1832 Asset Management L.P. 120 5,000 0.00%
294 MassMutual Private Wealth & Trust, FSB 121 4,657 0.00%
295 ASSET ADVISORS CORP 98 4,000 0.00%
296 BRAVE ASSET MANAGEMENT INC 100 4,000 0.00%
297 ADIRONDACK TRUST CO 115 4,000 0.00%
298 Perigon Wealth Management, LLC 102 4,000 0.00%
299 Exchange Capital Management, Inc. 83 3,000 0.00%
300 INR ADVISORY SERVICES LLC 70 3,000 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.