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

Institutional Holders (2016Q1)
Portfolio Summary: 272 Institutional holders with a total value of $6,750,225,624.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Winslow, Evans & Crocker, Inc. 4 438 0.00%
3 REILLY FINANCIAL ADVISORS, LLC 22 2,000 0.00%
4 CENTRAL TRUST Co 20 2,000 0.00%
5 EXANE DERIVATIVES 40 4,379 0.00%
6 Glassman Wealth Services 46 5,000 0.00%
7 Advisory Alpha, LLC 64 7,000 0.00%
8 JFS WEALTH ADVISORS, LLC 75 8,000 0.00%
9 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 85 9,000 0.00%
10 Ameritas Investment Partners, Inc. 85 9,000 0.00%
11 CLEARY GULL HOLDINGS INC. 120 13,000 0.00%
12 MACROVIEW INVESTMENT MANAGEMENT LLC 125 14,000 0.00%
13 DUBUQUE BANK & TRUST CO 138 15,000 0.00%
14 First Personal Financial Services 138 15,000 0.00%
15 Tarbox Family Office, Inc. 138 15,000 0.00%
16 Financial Architects, Inc 145 16,000 0.00%
17 Klingman & Associates, LLC 185 20,000 0.00%
18 FARMERS & MERCHANTS INVESTMENTS INC 179 20,000 0.00%
19 ROWLAND CARMICHAEL ADVISORS INC /ADV 193 21,000 0.00%
20 Alerus Investment Advisors Corp 200 22,000 0.00%
21 MEEDER ASSET MANAGEMENT INC 200 22,000 0.00%
22 BENJAMIN F. EDWARDS & COMPANY, INC. 203 22,000 0.00%
23 Burt Wealth Advisors 213 23,000 0.00%
24 Camarda Financial Advisors, LLC 215 24,000 0.00%
25 D'Orazio & Associates, Inc. 226 24,000 0.00%
26 GIERL AUGUSTINE INVESTMENT MANAGEMENT INC 231 25,000 0.00%
27 MONROE BANK & TRUST/MI 250 27,000 0.00%
28 TRUST CO 250 27,000 0.00%
29 SARGENT BICKHAM LAGUDIS LLC 261 29,000 0.00%
30 GUPTA WEALTH MANAGEMENT LLC 300 33,000 0.00%
31 NEXT Financial Group, Inc 319 34,000 0.00%
32 CITIGROUP INC 393 43,000 0.00%
33 Vigilant Capital Management, LLC 400 44,000 0.00%
34 Sandy Spring Bank 407 45,000 0.00%
35 CAPTRUST FINANCIAL ADVISORS 429 47,000 0.00%
36 Hudock, Inc. 441 48,000 0.00%
37 WESPAC ADVISORS SOCAL, LLC 457 50,032 0.00%
38 ANCHOR INVESTMENT MANAGEMENT, LLC 480 52,550 0.00%
39 COCONUT GROVE BANK 536 59,000 0.00%
40 TOMPKINS FINANCIAL CORP 575 63,000 0.00%
41 People's United Financial, Inc. 605 66,000 0.00%
42 Carroll Financial Associates, Inc. 660 72,000 0.00%
43 INTEGRATED WEALTH MANAGEMENT 671 73,000 0.00%
44 CapWealth Advisors, LLC 699 77,000 0.00%
45 Cordasco Financial Network 710 78,000 0.00%
46 Evercore Wealth Management, LLC 725 79,000 0.00%
47 DUNCKER STREETT & CO INC 780 85,000 0.00%
48 Parkside Financial Bank & Trust 774 85,000 0.00%
49 WHITTIER TRUST CO OF NEVADA INC 920 101,000 0.00%
50 MOSAIC FAMILY WEALTH, LLC 924 101,000 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.