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

Institutional Holders (2016Q4)
Portfolio Summary: 300 Institutional holders with a total value of $6,868,179,170.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 100 0 0.00% Call
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 Allworth Financial LP 10 1,000 0.00%
4 SALEM INVESTMENT COUNSELORS INC 22 2,000 0.00%
5 EXANE DERIVATIVES 37 3,934 0.00%
6 PFLUG KOORY, LLC 35 4,000 0.00%
7 Capital Advisors, Ltd. LLC 46 5,000 0.00%
8 Catamount Wealth Management 57 6,000 0.00%
9 Ancora Advisors LLC 65 7,000 0.00%
10 REILLY FINANCIAL ADVISORS, LLC 69 7,000 0.00%
11 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 85 9,000 0.00%
12 SEVENBRIDGE FINANCIAL GROUP, LLC 111 12,000 0.00%
13 AllSquare Wealth Management LLC 114 12,000 0.00%
14 MACROVIEW INVESTMENT MANAGEMENT LLC 125 13,000 0.00%
15 DUBUQUE BANK & TRUST CO 135 14,000 0.00%
16 Financial Architects, Inc 145 15,000 0.00%
17 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 137 15,000 0.00%
18 ROWLAND CARMICHAEL ADVISORS INC /ADV 193 21,000 0.00%
19 Sandy Spring Bank 196 21,000 0.00%
20 YORKBRIDGE WEALTH PARTNERS, LLC 201 22,000 0.00%
21 Camarda Financial Advisors, LLC 215 23,000 0.00%
22 FARMERS & MERCHANTS INVESTMENTS INC 223 24,000 0.00%
23 MONROE BANK & TRUST/MI 250 27,000 0.00%
24 Tarbox Family Office, Inc. 263 28,000 0.00%
25 Johnson Financial Group, Inc. 260 28,000 0.00%
26 Cordasco Financial Network 260 28,000 0.00%
27 D'Orazio & Associates, Inc. 298 32,000 0.00%
28 Gemmer Asset Management LLC 306 33,000 0.00%
29 BELL ROCK CAPITAL LLC 322 34,000 0.00%
30 Smithfield Trust Co 340 36,000 0.00%
31 COCONUT GROVE BANK 360 38,000 0.00%
32 Vigilant Capital Management, LLC 400 43,000 0.00%
33 MEEDER ASSET MANAGEMENT INC 446 47,000 0.00%
34 Barrett Asset Management, LLC 450 48,000 0.00%
35 ANCHOR INVESTMENT MANAGEMENT, LLC 480 51,043 0.00%
36 Exchange Capital Management, Inc. 547 58,000 0.00%
37 Alexandria Capital, LLC 542 58,000 0.00%
38 Portfolio Strategies Inc 555 59,000 0.00%
39 TOMPKINS FINANCIAL CORP 575 61,000 0.00%
40 ADVANTAGE INVESTMENT MANAGEMENT, LLC 590 63,000 0.00%
41 People's United Financial, Inc. 605 64,000 0.00%
42 CITIGROUP INC 758 81,000 0.00%
43 Carroll Financial Associates, Inc. 800 85,000 0.00%
44 MOSAIC FAMILY WEALTH, LLC 924 98,000 0.00%
45 Parkside Financial Bank & Trust 922 98,000 0.00%
46 WHITTIER TRUST CO OF NEVADA INC 920 98,000 0.00%
47 JACOBI CAPITAL MANAGEMENT LLC 981 105,000 0.00%
48 MANUFACTURERS LIFE INSURANCE COMPANY, THE 992 105,000 0.00%
49 Ledyard National Bank 1,000 106,000 0.00%
50 Bray Capital Advisors 1,000 106,000 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.