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

Institutional Holders (2016Q4)
Portfolio Summary: 112 Institutional holders with a total value of $258,631,043.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 SIMPLEX TRADING, LLC 57 2,000 0.00%
3 Patten Group, Inc. 40 2,000 0.00%
4 Crosspoint Capital Strategies, LLC 53 2,000 0.00%
5 BARCLAYS PLC 72 3,000 0.00%
6 WFG Advisors, LP 62 3,000 0.00%
7 St. Johns Investment Management Company, LLC 85 4,000 0.00%
8 LBA Wealth Management, LLC 95 4,000 0.00%
9 FineMark National Bank & Trust 125 6,000 0.00%
10 BB&T INVESTMENT SERVICES, INC. 146 7,000 0.00%
11 Ballentine Partners, LLC 200 9,000 0.00%
12 FIRST MANHATTAN CO. LLC. 300 13,000 0.01%
13 ASSET PLANNING SERVICES, LTD. 283 13,000 0.01%
14 ROWLAND CARMICHAEL ADVISORS INC /ADV 400 18,000 0.01%
15 Financial Architects, Inc 500 23,000 0.01%
16 YORKBRIDGE WEALTH PARTNERS, LLC 550 24,000 0.01%
17 ARROW FINANCIAL CORP 735 33,000 0.01%
18 TCI Wealth Advisors, Inc. 760 34,000 0.01%
19 Psagot Value Holdings Ltd. 830 38,000 0.01%
20 CLEAR PERSPECTIVE ADVISORS, LLC 983 45,000 0.02%
21 GENEOS WEALTH MANAGEMENT INC. 1,200 54,000 0.02%
22 PARALLEL ADVISORS, LLC 1,200 54,000 0.02%
23 Hefren-Tillotson, Inc. 1,320 59,000 0.02%
24 CWM, LLC 1,300 59,000 0.02%
25 CUTLER GROUP LLC / CA 60,000 64,000 0.02% Put
26 QCI ASSET MANAGEMENT INC/NY 1,558 71,000 0.03%
27 JPMORGAN CHASE & CO 1,582 72,000 0.03%
28 Advisors Preferred, LLC 1,794 81,000 0.03%
29 SYNOVUS FINANCIAL CORP 2,400 109,000 0.04%
30 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 2,704 121,000 0.05%
31 PNC FINANCIAL SERVICES GROUP, INC. 3,499 158,000 0.06%
32 BANK OF MONTREAL /CAN/ 3,723 160,000 0.06%
33 Creative Planning 4,058 184,000 0.07%
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,641 211,000 0.08%
35 Moors & Cabot, Inc. 4,807 219,000 0.08%
36 CUTLER GROUP LLC / CA 5,100 231,000 0.09%
37 Stratos Wealth Partners, LTD. 5,192 236,000 0.09%
38 First Horizon Advisors, Inc. 7,100 250,000 0.10%
39 IFP ADVISORS, INC 6,136 278,000 0.11%
40 ADVISOR GROUP, INC. 6,452 292,000 0.11%
41 BB&T SECURITIES, LLC 8,435 296,000 0.11%
42 LEJEUNE PUETZ INVESTMENT COUNSEL LLC 7,000 318,000 0.12%
43 GREYTOWN ADVISORS INC. 7,303 331,000 0.13%
44 Carroll Financial Associates, Inc. 8,325 377,000 0.15%
45 DAVENPORT & Co LLC 8,338 378,000 0.15%
46 PATTEN & PATTEN INC/TN 8,685 394,000 0.15%
47 Private Advisor Group, LLC 9,242 424,000 0.16%
48 CITADEL ADVISORS LLC 9,371 425,000 0.16%
49 SII INVESTMENTS INC/WI 9,964 453,000 0.18%
50 Frontier Wealth Management LLC 10,000 454,000 0.18%
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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.