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

Institutional Holders (2016Q2)
Portfolio Summary: 194 Institutional holders with a total value of $1,529,575,059.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 ASHFORD CAPITAL MANAGEMENT INC 41,870 2,739,000 0.18%
52 NORTHERN TRUST CORP 41,464 2,712,000 0.18%
53 UNITED CAPITAL FINANCIAL ADVISORS, LLC 41,700 2,711,000 0.18%
54 1834 INVESTMENT ADVISORS CO 40,388 2,642,000 0.17%
55 LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 39,420 2,579,000 0.17%
56 Steinberg Global Asset Management 38,523 2,520,000 0.16%
57 Checchi Capital Advisers, LLC 37,513 2,454,000 0.16%
58 HighTower Advisors, LLC 37,268 2,439,000 0.16%
59 BLAIR WILLIAM & CO/IL 35,125 2,298,000 0.15%
60 DOWLING & YAHNKE LLC 33,176 2,170,000 0.14%
61 STIFEL FINANCIAL CORP 31,229 2,045,000 0.13%
62 PINNACLE FINANCIAL PARTNERS INC 28,398 1,888,000 0.12%
63 CLARIUS GROUP, LLC 27,010 1,767,000 0.12%
64 SVA Wealth Management, LLC 26,764 1,751,000 0.11%
65 Commonwealth Equity Services, Inc 22,906 1,498,000 0.10%
66 NATIXIS ADVISORS, LLC 21,913 1,434,000 0.09%
67 HIGHLAND CAPITAL MANAGEMENT, LLC 21,216 1,388,000 0.09%
68 STARFIRE INVESTMENT ADVISERS, INC. 20,817 1,361,856 0.09%
69 Veritable, L.P. 20,589 1,347,000 0.09%
70 Torch Wealth Management LLC 19,729 1,291,000 0.08%
71 COLONY GROUP LLC 18,788 1,229,000 0.08%
72 HL FINANCIAL SERVICES LLC 16,828 1,101,000 0.07%
73 TIAA CREF TRUST CO FSB/MO 16,794 1,099,000 0.07%
74 Choate Investment Advisors 15,145 990,786 0.06%
75 JPMORGAN CHASE & CO 14,933 977,000 0.06%
76 WEALTHSOURCE PARTNERS, LLC 14,590 954,000 0.06%
77 PALLADIUM PARTNERS LLC 14,575 953,000 0.06%
78 DIXON HUBARD FEINOUR & BROWN INC/VA 14,352 939,000 0.06%
79 Sequent Asset Management, LLC 14,287 935,000 0.06%
80 COMERICA BANK 13,591 921,000 0.06%
81 Autus Asset Management, LLC 13,918 911,000 0.06%
82 Harbour Capital Advisors, LLC 13,425 878,000 0.06%
83 NATIONAL PLANNING CORP 12,950 874,000 0.06%
84 OLD MISSION CAPITAL LLC 12,738 833,000 0.05%
85 ASPIRIANT, LLC 12,430 813,000 0.05%
86 BSW Wealth Partners 12,229 800,000 0.05%
87 Kovack Advisors, Inc. 11,922 780,000 0.05%
88 Goldstein Munger & Associates 11,740 768,000 0.05%
89 TD Capital Management LLC 11,190 732,000 0.05%
90 Creative Planning 11,069 724,000 0.05%
91 ETRADE Capital Management LLC 11,062 724,000 0.05%
92 GENEOS WEALTH MANAGEMENT INC. 10,995 720,000 0.05%
93 HYMAN CHARLES D 12,795 714,000 0.05%
94 CONNING INC. 10,507 687,000 0.04%
95 CUTLER INVESTMENT COUNSEL LLC 10,480 686,000 0.04%
96 NORRIS PERNE & FRENCH LLP/MI 10,422 682,000 0.04%
97 First Personal Financial Services 10,350 677,000 0.04%
98 J.P. Morgan Private Wealth Advisors LLC 10,223 669,000 0.04%
99 RAYMOND JAMES TRUST N.A. 10,198 667,000 0.04%
100 Orion Porfolio Solutions, LLC 9,185 601,000 0.04%
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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.