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

Institutional Holders (2016Q4)
Portfolio Summary: 521 Institutional holders with a total value of $7,329,489,453.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Vantage Investment Advisors, LLC 2 0 0.00%
2 Ruggie Capital Group 0 0 0.00%
3 Parallax Volatility Advisers, L.P. 1 0 0.00%
4 Allworth Financial LP 21 2,000 0.00%
5 C-J ADVISORY, INC. 15 2,000 0.00%
6 INR ADVISORY SERVICES LLC 25 3,000 0.00%
7 CITY HOLDING CO 25 3,000 0.00%
8 ADVANTAGE INVESTMENT MANAGEMENT, LLC 35 4,000 0.00%
9 CREATIVE FINANCIAL DESIGNS INC /ADV 53 6,000 0.00%
10 Richard Bernstein Advisors LLC 68 7,000 0.00%
11 TD Capital Management LLC 106 11,000 0.00%
12 SEVENBRIDGE FINANCIAL GROUP, LLC 111 12,000 0.00%
13 CWM, LLC 124 13,000 0.00%
14 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 175 18,000 0.00%
15 Archford Capital Strategies, LLC 200 20,000 0.00%
16 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 200 21,000 0.00%
17 HIGH POINT BANK & TRUST CO 208 22,000 0.00%
18 Winslow, Evans & Crocker, Inc. 212 22,248 0.00%
19 WFG Advisors, LP 229 24,000 0.00%
20 Capital Advisors, Ltd. LLC 231 24,000 0.00%
21 Parkside Financial Bank & Trust 235 25,000 0.00%
22 Focused Wealth Management, Inc 244 26,000 0.00%
23 FUSION FAMILY WEALTH, LLC 311 28,000 0.00% SH
24 ASSET ADVISORS CORP 290 30,000 0.00%
25 KELMAN-LAZAROV, INC. 320 33,580 0.00%
26 SEI INVESTMENTS CO 325 34,000 0.00%
27 IHT WEALTH MANAGEMENT, LLC 351 37,000 0.00%
28 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 363 38,000 0.00%
29 SOWELL FINANCIAL SERVICES LLC 372 39,000 0.00%
30 MOTCO 387 41,000 0.00%
31 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 388 41,000 0.00%
32 TRUST CO 426 45,000 0.00%
33 Plante Moran Financial Advisors, LLC 434 46,000 0.00%
34 American Research & Management Co. 450 47,000 0.00%
35 Stanford Investment Group, Inc. 445 47,000 0.00%
36 EDMOND DE ROTHSCHILD HOLDING S.A. 460 48,000 0.00%
37 Ledyard National Bank 500 52,000 0.00%
38 BROWN BROTHERS HARRIMAN & CO 515 54,000 0.00%
39 GLOBAL RETIREMENT PARTNERS, LLC 643 67,000 0.00%
40 SRH ADVISORS, LLC 650 68,000 0.00%
41 MONETARY MANAGEMENT GROUP INC 750 79,000 0.00%
42 Hudock, Inc. 833 87,000 0.00%
43 GIERL AUGUSTINE INVESTMENT MANAGEMENT INC 889 93,000 0.00%
44 GLEN EAGLE ADVISORS, LLC 910 95,495 0.00%
45 JACOBI CAPITAL MANAGEMENT LLC 934 98,000 0.00%
46 CAPTRUST FINANCIAL ADVISORS 988 104,000 0.00%
47 SOLARIS ASSET MANAGEMENT LLC 1,000 105,000 0.00%
48 Mount Lucas Management LP 1,021 107,000 0.00%
49 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1,056 111,000 0.00%
50 FARMERS & MERCHANTS INVESTMENTS INC 1,071 112,000 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.