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

Institutional Holders (2017Q2)
Portfolio Summary: 295 Institutional holders with a total value of $6,453,118,194.
#
Manager Name
Shares
Value ($)
%
Options
Notes
151 LAZARD ASSET MANAGEMENT LLC 8,420 898,000 0.01% PRN
152 Independent Portfolio Consultants, Inc. 8,312 887,000 0.01%
153 HAYS ADVISORY LLC 8,042 859,000 0.01%
154 RFG Advisory, LLC 8,055 858,000 0.01%
155 SOWELL FINANCIAL SERVICES LLC 8,012 857,000 0.01%
156 HIGHWATER WEALTH MANAGEMENT, LLC 7,689 821,000 0.01%
157 CONTINUUM ADVISORY, LLC 7,599 811,000 0.01%
158 HM PAYSON & CO 7,213 770,000 0.01%
159 PEAK CAPITAL MANAGEMENT LLC 6,887 735,000 0.01%
160 OLD MISSION CAPITAL LLC 6,856 732,000 0.01%
161 INSIGHT 2811, INC. 6,732 719,000 0.01%
162 Avalon Investment & Advisory 6,611 706,000 0.01%
163 Newman Dignan & Sheerar, Inc. 6,422 686,000 0.01%
164 LAFFER TENGLER INVESTMENTS, INC. 5,989 639,385 0.01%
165 Simply Money Advisors 5,969 637,000 0.01%
166 FRANKLIN RESOURCES INC 5,884 628,000 0.01%
167 FEDERATED HERMES, INC. 5,835 623,000 0.01%
168 Advisory Services Network, LLC 5,779 617,000 0.01%
169 BLUE GRANITE CAPITAL, LLC 5,655 603,000 0.01%
170 RKL Wealth Management LLC 5,500 584,000 0.01%
171 SHEPHERD FINANCIAL PARTNERS LLC 5,419 578,000 0.01%
172 RAYMOND JAMES TRUST N.A. 5,163 551,000 0.01%
173 LEJEUNE PUETZ INVESTMENT COUNSEL LLC 5,150 550,000 0.01%
174 Freedom Investment Management, Inc. 5,105 545,000 0.01%
175 COMERICA BANK 5,066 542,000 0.01%
176 GAMBLE JONES INVESTMENT COUNSEL 5,027 537,000 0.01%
177 J.P. Morgan Private Wealth Advisors LLC 4,970 531,000 0.01%
178 Transamerica Financial Advisors, LLC 4,931 527,000 0.01%
179 MOLONEY SECURITIES ASSET MANAGEMENT, LLC 4,848 518,000 0.01%
180 Regal Investment Advisors LLC 4,783 511,000 0.01%
181 Kovack Advisors, Inc. 4,781 510,000 0.01%
182 M&T BANK CORP 4,489 479,000 0.01%
183 WRAPMANAGER INC 4,479 478,000 0.01%
184 WAYNE HUMMER INVESTMENTS L.L.C. 4,450 475,000 0.01%
185 Betterment LLC 4,203 449,000 0.01%
186 Torch Wealth Management LLC 4,200 448,000 0.01%
187 ARS Wealth Advisors, LLC 4,160 444,000 0.01%
188 Linscomb Wealth, Inc. 3,956 422,000 0.01%
189 IMA Advisory Services, Inc. 3,900 416,000 0.01%
190 NATIONAL PLANNING CORP 3,892 414,000 0.01%
191 FCA CORP /TX 3,802 406,000 0.01%
192 Weatherstone Capital Management 3,748 400,000 0.01%
193 PARAMETRIC PORTFOLIO ASSOCIATES LLC 3,711 396,000 0.01%
194 TMD & ASSOCIATES, INC 3,665 391,000 0.01%
195 HOLDERNESS INVESTMENTS CO 3,650 390,000 0.01%
196 TRUIST FINANCIAL CORP 3,637 388,000 0.01%
197 DAVIDSON INVESTMENT ADVISORS 3,552 378,000 0.01%
198 Prospera Financial Services Inc 3,405 362,000 0.01%
199 COMERICA SECURITIES INC 3,331 356,000 0.01%
200 Virtu KCG Holdings LLC 3,291 351,000 0.01%
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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.