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

Institutional Holders (2016Q3)
Portfolio Summary: 139 Institutional holders with a total value of $399,790,988.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 BlackRock Finance, Inc. 1 0 0.00%
3 Financial Architects, Inc 18 1,000 0.00%
4 Argentus Capital Management, LLC 11 1,000 0.00%
5 Allworth Financial LP 16 1,000 0.00%
6 Transamerica Financial Advisors, LLC 23 2,000 0.00%
7 KRILOGY FINANCIAL LLC 22 2,000 0.00%
8 Crosspoint Capital Strategies, LLC 37 3,000 0.00%
9 Gradient Investments LLC 34 3,000 0.00%
10 Evercore Wealth Management, LLC 45 4,000 0.00%
11 Mariner, LLC 50 4,000 0.00%
12 WHITTIER TRUST CO OF NEVADA INC 65 5,000 0.00%
13 Concert Wealth Management Inc. 60 5,000 0.00%
14 JNBA Financial Advisors 82 6,000 0.00%
15 SIGNATUREFD, LLC 82 6,000 0.00%
16 SIMPLEX TRADING, LLC 100 7,000 0.00%
17 ASSETMARK, INC 168 13,000 0.00%
18 WFG Advisors, LP 168 13,000 0.00%
19 D.A. DAVIDSON & CO. 185 14,000 0.00%
20 WEALTHPLAN PARTNERS, LLC 189 14,691 0.00%
21 CWM, LLC 220 17,000 0.00%
22 Advisory Services Network, LLC 250 20,000 0.01%
23 KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC 283 22,000 0.01%
24 Smithfield Trust Co 300 23,000 0.01%
25 DUNCKER STREETT & CO INC 360 28,000 0.01%
26 Cornerstone Advisors, Inc. 359 28,000 0.01%
27 People's United Financial, Inc. 500 39,000 0.01%
28 NEXT Financial Group, Inc 564 44,000 0.01%
29 SEVENBRIDGE FINANCIAL GROUP, LLC 827 63,000 0.02%
30 Perigon Wealth Management, LLC 829 65,000 0.02%
31 THOMPSON DAVIS & CO., INC. 895 70,000 0.02%
32 Glassman Wealth Services 1,165 91,000 0.02%
33 IFP ADVISORS, INC 1,319 103,000 0.03%
34 First Horizon Advisors, Inc. 1,340 105,000 0.03%
35 BRONFMAN E.L. ROTHSCHILD, L.P. 1,383 108,000 0.03%
36 INTEGRATED WEALTH MANAGEMENT 1,412 110,000 0.03%
37 CITIGROUP INC 1,496 117,000 0.03%
38 MUFG Americas Holdings Corp 1,619 126,000 0.03%
39 FIFTH THIRD BANCORP 1,630 127,000 0.03%
40 GENEOS WEALTH MANAGEMENT INC. 1,875 146,000 0.04%
41 PNC FINANCIAL SERVICES GROUP, INC. 1,929 149,000 0.04%
42 MARTIN & CO INC /TN/ 2,027 158,000 0.04%
43 Tortoise Investment Management, LLC 2,572 201,000 0.05%
44 ASSET DEDICATION, LLC 2,862 223,000 0.06%
45 BAIRD FINANCIAL GROUP, INC. 2,878 225,000 0.06%
46 AXA S.A. 2,970 232,000 0.06%
47 Chicago Partners Investment Group LLC 3,017 235,000 0.06%
48 Private Advisor Group, LLC 3,085 240,000 0.06%
49 Mosaic Financial Partners, Inc. 3,267 255,000 0.06%
50 WESTPORT RESOURCES MANAGEMENT INC 3,400 265,000 0.07%
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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.