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

Institutional Holders (2016Q1)
Portfolio Summary: 202 Institutional holders with a total value of $1,675,199,977.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SHELL ASSET MANAGEMENT CO 0 0 0.00%
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 CLEAR INVESTMENT RESEARCH, LLC 18 1,000 0.00%
4 CT Financial Advisors LLC 33 1,850 0.00%
5 Avior Wealth Management, LLC 34 2,000 0.00%
6 Ameritas Investment Partners, Inc. 53 2,000 0.00%
7 Transamerica Financial Advisors, LLC 45 3,000 0.00%
8 CLEARY GULL HOLDINGS INC. 105 6,000 0.00%
9 Clal Insurance Enterprises Holdings Ltd 300 17,000 0.00%
10 FIFTH THIRD BANCORP 325 18,000 0.00%
11 BANK OF MONTREAL /CAN/ 360 20,000 0.00%
12 Winch Advisory Services, LLC 396 22,000 0.00%
13 JNBA Financial Advisors 440 25,000 0.00%
14 WHITTIER TRUST CO OF NEVADA INC 475 27,000 0.00%
15 CapWealth Advisors, LLC 530 30,000 0.00%
16 Tortoise Investment Management, LLC 590 33,000 0.00%
17 RPG FAMILY WEALTH ADVISORY, LLC 596 33,411 0.00%
18 BRONFMAN E.L. ROTHSCHILD, L.P. 686 38,000 0.00%
19 SIGNATUREFD, LLC 711 40,000 0.00%
20 LAZARD ASSET MANAGEMENT LLC 875 49,000 0.00%
21 PNC FINANCIAL SERVICES GROUP, INC. 957 54,000 0.00%
22 CUTLER GROUP LLC / CA 1,000 56,000 0.00%
23 CAPTRUST FINANCIAL ADVISORS 1,242 70,000 0.00%
24 Argentus Capital Management, LLC 1,434 80,000 0.00%
25 Creative Planning 1,847 104,000 0.01%
26 ROCKEFELLER FINANCIAL SERVICES INC 1,968 110,000 0.01%
27 Advisory Services Network, LLC 2,037 114,000 0.01%
28 Walleye Trading LLC 2,080 117,000 0.01%
29 Capital Advisors, Ltd. LLC 2,494 140,000 0.01%
30 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,775 156,000 0.01%
31 Ledyard National Bank 2,800 157,000 0.01%
32 EDMOND DE ROTHSCHILD (SUISSE) S.A. 2,930 164,000 0.01%
33 HEFTY WEALTH PARTNERS 3,175 177,000 0.01%
34 RS INVESTMENT MANAGEMENT CO LLC 3,739 210,000 0.01%
35 SHELTON CAPITAL MANAGEMENT 4,070 228,000 0.01%
36 Cambridge Investment Research Advisors, Inc. 4,116 231,000 0.01%
37 CHOREO, LLC 4,170 234,000 0.01%
38 VISTA CAPITAL PARTNERS, INC. 4,261 239,000 0.01%
39 Private Advisor Group, LLC 4,483 251,000 0.01%
40 AMERICAN INTERNATIONAL GROUP, INC. 4,602 258,000 0.02%
41 Carroll Financial Associates, Inc. 4,648 260,000 0.02%
42 Friedenthal Financial 4,733 264,000 0.02%
43 First Horizon Advisors, Inc. 4,856 270,000 0.02%
44 Mariner Wealth Advisors-Cincinnati, LLC 4,865 273,000 0.02%
45 IFP ADVISORS, INC 4,896 274,000 0.02%
46 Capital Directions Investment Advisors, LLC 4,936 277,000 0.02%
47 BOSTON FAMILY OFFICE LLC 5,000 280,000 0.02%
48 Stratos Wealth Partners, LTD. 5,233 293,000 0.02%
49 SHARKEY, HOWES & JAVER 5,937 333,000 0.02%
50 Blue Edge Capital, LLC 6,395 358,504 0.02%
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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.