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

Institutional Holders (2016Q3)
Portfolio Summary: 229 Institutional holders with a total value of $1,799,520,040.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 300 0 0.00% Put
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 SHELL ASSET MANAGEMENT CO 0 0 0.00%
4 CLEAR INVESTMENT RESEARCH, LLC 19 1,000 0.00%
5 Ameritas Investment Partners, Inc. 28 1,000 0.00%
6 WestEnd Advisors, LLC 22 1,300 0.00%
7 CT Financial Advisors LLC 33 1,950 0.00%
8 Avior Wealth Management, LLC 52 3,000 0.00%
9 Transamerica Financial Advisors, LLC 45 3,000 0.00%
10 Johnson Financial Group, Inc. 105 6,000 0.00%
11 NEXT Financial Group, Inc 132 8,000 0.00%
12 HORAN SECURITIES, INC. 192 11,000 0.00%
13 Clal Insurance Enterprises Holdings Ltd 220 13,000 0.00%
14 ROPES WEALTH ADVISORS LLC 279 16,000 0.00%
15 PNC FINANCIAL SERVICES GROUP, INC. 327 19,000 0.00%
16 FIFTH THIRD BANCORP 325 19,000 0.00%
17 Lombard Odier Asset Management (Switzerland) SA 376 22,000 0.00%
18 PINKERTON WEALTH, LLC 399 24,000 0.00%
19 Winch Advisory Services, LLC 401 24,000 0.00%
20 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 405 24,000 0.00%
21 GUIDANT WEALTH ADVISORS 483 28,000 0.00%
22 WHITTIER TRUST CO OF NEVADA INC 475 28,000 0.00%
23 CapWealth Advisors, LLC 530 31,000 0.00%
24 Perigon Wealth Management, LLC 674 40,000 0.00%
25 BRONFMAN E.L. ROTHSCHILD, L.P. 686 41,000 0.00%
26 JNBA Financial Advisors 711 42,000 0.00%
27 SIGNATUREFD, LLC 711 42,000 0.00%
28 CAPTRUST FINANCIAL ADVISORS 935 53,000 0.00%
29 Tortoise Investment Management, LLC 940 56,000 0.00%
30 BANK OF MONTREAL /CAN/ 1,140 67,000 0.00%
31 Independent Portfolio Consultants, Inc. 1,645 97,000 0.01%
32 RPG FAMILY WEALTH ADVISORY, LLC 1,881 111,167 0.01%
33 ROCKEFELLER FINANCIAL SERVICES INC 1,968 116,000 0.01%
34 Advisory Services Network, LLC 2,037 120,000 0.01%
35 HEFTY WEALTH PARTNERS 2,206 130,000 0.01%
36 Ballentine Partners, LLC 2,400 142,000 0.01%
37 PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 2,532 150,000 0.01%
38 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,625 156,000 0.01%
39 Ledyard National Bank 2,800 165,000 0.01%
40 EDMOND DE ROTHSCHILD (SUISSE) S.A. 2,930 173,000 0.01%
41 IFP ADVISORS, INC 3,020 178,000 0.01%
42 Capital Advisors, Ltd. LLC 3,209 190,000 0.01%
43 STIFEL FINANCIAL CORP 3,515 207,000 0.01%
44 Northeast Financial Consultants Inc 3,499 207,000 0.01%
45 SUMMIT SECURITIES GROUP LLC 3,598 213,000 0.01%
46 VOYA INVESTMENT MANAGEMENT LLC 3,724 220,000 0.01%
47 BLAIR WILLIAM & CO/IL 3,736 221,000 0.01%
48 Cambridge Investment Research Advisors, Inc. 4,065 240,000 0.01%
49 Capital Investment Advisors, LLC 4,183 247,000 0.01%
50 VISTA CAPITAL PARTNERS, INC. 4,261 252,000 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.