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

Institutional Holders (2016Q4)
Portfolio Summary: 146 Institutional holders with a total value of $422,471,764.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Financial Architects, Inc 18 2,000 0.00%
3 KRILOGY FINANCIAL LLC 22 2,000 0.00%
4 Gradient Investments LLC 34 3,000 0.00%
5 Evercore Wealth Management, LLC 45 4,000 0.00%
6 WHITTIER TRUST CO OF NEVADA INC 65 6,000 0.00%
7 CUTLER GROUP LLC / CA 100 8,000 0.00%
8 WFG Advisors, LP 168 14,000 0.00%
9 ASSETMARK, INC 168 14,000 0.00%
10 CWM, LLC 220 19,000 0.00%
11 Cornerstone Advisors, Inc. 237 20,000 0.00%
12 SRS CAPITAL ADVISORS, INC. 268 23,000 0.01% SH
13 FLOW TRADERS U.S. LLC 297 25,000 0.01%
14 PROFICIO CAPITAL PARTNERS LLC 300 26,000 0.01%
15 Smithfield Trust Co 300 26,000 0.01%
16 DUNCKER STREETT & CO INC 361 31,000 0.01%
17 People's United Financial, Inc. 500 43,000 0.01%
18 SIMPLEX TRADING, LLC 553 47,000 0.01%
19 NEXT Financial Group, Inc 564 48,000 0.01%
20 SEVENBRIDGE FINANCIAL GROUP, LLC 827 63,000 0.01%
21 HEFTY WEALTH PARTNERS 785 67,000 0.02%
22 Perigon Wealth Management, LLC 864 74,000 0.02%
23 THOMPSON DAVIS & CO., INC. 875 75,000 0.02%
24 GLOBAL RETIREMENT PARTNERS, LLC 920 79,000 0.02%
25 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 1,072 90,000 0.02%
26 D.A. DAVIDSON & CO. 1,115 95,000 0.02%
27 Glassman Wealth Services 1,171 100,000 0.02%
28 First Horizon Advisors, Inc. 1,340 105,000 0.02%
29 CREATIVE FINANCIAL DESIGNS INC /ADV 1,329 114,000 0.03%
30 FIFTH THIRD BANCORP 1,350 116,000 0.03%
31 BRONFMAN E.L. ROTHSCHILD, L.P. 1,387 119,000 0.03%
32 PHH INVESTMENTS, LTD. 121 121,000 0.03%
33 CITIGROUP INC 1,498 129,000 0.03%
34 IFP ADVISORS, INC 1,521 131,000 0.03%
35 MUFG Americas Holdings Corp 1,554 133,000 0.03%
36 PNC FINANCIAL SERVICES GROUP, INC. 1,916 165,000 0.04%
37 HANCOCK WHITNEY CORP 2,340 201,000 0.05%
38 Koshinski Asset Management, Inc. 2,350 202,000 0.05%
39 GENEOS WEALTH MANAGEMENT INC. 2,381 204,000 0.05%
40 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 2,400 206,000 0.05%
41 SOWELL FINANCIAL SERVICES LLC 2,470 214,000 0.05%
42 SALEM INVESTMENT COUNSELORS INC 2,550 219,000 0.05%
43 Chicago Partners Investment Group LLC 2,770 238,000 0.06%
44 ASSET DEDICATION, LLC 2,811 238,000 0.06%
45 AXA S.A. 2,790 239,000 0.06%
46 ROBINSON VALUE MANAGEMENT, LTD. 2,815 242,000 0.06%
47 NORTHWEST WEALTH MANAGEMENT, LLC 2,847 244,000 0.06%
48 BAIRD FINANCIAL GROUP, INC. 2,878 247,000 0.06%
49 JENTNER CORP 2,968 255,000 0.06%
50 Cambridge Investment Research Advisors, Inc. 3,002 258,000 0.06%
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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.