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

Institutional Holders (2016Q2)
Portfolio Summary: 391 Institutional holders with a total value of $4,443,201,752.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 BANK OF MONTREAL /CAN/ 79,697 9,080,000 0.20%
52 Live Your Vision, LLC 78,264 8,916,000 0.20%
53 Allen Investment Management, LLC 75,167 8,565,000 0.19%
54 FMR LLC 73,091 8,328,000 0.19%
55 CREDIT SUISSE AG/ 72,900 8,305,000 0.19%
56 Curbstone Financial Management Corp 71,400 8,134,000 0.18%
57 Regis Management CO LLC 71,177 8,109,000 0.18%
58 Orion Porfolio Solutions, LLC 70,306 8,010,000 0.18%
59 PATTON ALBERTSON MILLER GROUP, LLC 68,656 7,822,000 0.18%
60 Fisher Asset Management, LLC 67,603 7,694,000 0.17%
61 3D ASSET MANAGEMENT, INC 67,065 7,640,000 0.17%
62 Stratos Wealth Partners, LTD. 65,960 7,514,000 0.17%
63 NATIONAL PLANNING CORP 63,985 7,241,000 0.16%
64 ADVISOR GROUP, INC. 61,732 7,030,000 0.16%
65 MCF Advisors LLC 60,784 6,925,000 0.16%
66 WADDELL & REED FINANCIAL INC 60,100 6,848,000 0.15%
67 Cambridge Investment Research Advisors, Inc. 60,047 6,841,000 0.15%
68 Bank of New York Mellon Corp 58,608 6,677,000 0.15%
69 Private Advisor Group, LLC 58,522 6,676,000 0.15%
70 Hudock, Inc. 58,015 6,609,000 0.15%
71 HUNTINGTON NATIONAL BANK 53,477 6,092,000 0.14% PRN
72 Estate Counselors, LLC 52,965 6,034,000 0.14%
73 Allworth Financial LP 52,960 6,033,000 0.14%
74 WEALTHSOURCE PARTNERS, LLC 50,848 5,793,000 0.13%
75 HighTower Advisors, LLC 50,586 5,766,000 0.13%
76 BOYS ARNOLD & CO INC 50,274 5,727,000 0.13%
77 First Allied Advisory Services, Inc. 49,138 5,596,000 0.13%
78 Paragon Capital Management Ltd 49,016 5,584,000 0.13%
79 LADENBURG THALMANN FINANCIAL SERVICES INC. 48,537 5,529,000 0.12%
80 COLDSTREAM CAPITAL MANAGEMENT INC 48,328 5,506,000 0.12%
81 MSI Financial Services Inc 48,331 5,506,000 0.12%
82 Garde Capital, Inc. 45,959 5,236,000 0.12%
83 Friedenthal Financial 44,927 5,118,000 0.12%
84 Endurance Wealth Management, Inc. 43,905 5,002,000 0.11%
85 Avidian Wealth Enterprises, LLC 43,683 4,977,000 0.11%
86 Janney Montgomery Scott LLC 42,518 4,790,000 0.11%
87 COMMERCE BANK 41,401 4,716,000 0.11%
88 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 41,346 4,710,000 0.11%
89 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 41,025 4,674,000 0.11%
90 Alley Co LLC 40,399 4,602,000 0.10%
91 BAIRD FINANCIAL GROUP, INC. 40,369 4,594,000 0.10%
92 ASSETMARK, INC 38,997 4,443,000 0.10%
93 Windham Capital Management, LLC 37,802 4,307,000 0.10%
94 TRUIST FINANCIAL CORP 37,147 4,232,000 0.10%
95 PHILADELPHIA TRUST CO 36,809 4,193,000 0.09%
96 Towercrest Capital Management 35,731 4,071,000 0.09%
97 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 35,401 4,033,000 0.09%
98 Chesley Taft & Associates LLC 35,275 4,019,000 0.09%
99 LGL PARTNERS, LLC 34,850 4,014,000 0.09%
100 SYNOVUS FINANCIAL CORP 34,008 3,874,000 0.09%
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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.