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

Institutional Holders (2016Q3)
Portfolio Summary: 379 Institutional holders with a total value of $7,553,361,183.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Community Bank, N.A. 4 0 0.00%
3 HOWE & RUSLING INC 10 1,000 0.00%
4 REILLY FINANCIAL ADVISORS, LLC 10 1,000 0.00%
5 Lenox Wealth Management, Inc. 16 2,000 0.00%
6 VALLEY NATIONAL ADVISERS INC 15 2,000 0.00%
7 LBA Wealth Management, LLC 22 3,000 0.00%
8 JACOBI CAPITAL MANAGEMENT LLC 22 3,000 0.00%
9 DUNCKER STREETT & CO INC 31 4,000 0.00%
10 Allworth Financial LP 46 5,000 0.00%
11 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 48 6,000 0.00%
12 ASSET PLANNING SERVICES, LTD. 61 7,000 0.00%
13 DUBUQUE BANK & TRUST CO 74 9,000 0.00%
14 CUTLER GROUP LLC / CA 3,900 9,000 0.00% Put
15 Vantage Investment Advisors, LLC 87 10,000 0.00%
16 CUTLER GROUP LLC / CA 7,100 10,000 0.00% Call
17 Perkins Coie Trust Co 93 11,000 0.00%
18 Carroll Financial Associates, Inc. 101 11,000 0.00%
19 ADVANTAGE INVESTMENT MANAGEMENT, LLC 100 12,000 0.00%
20 Cable Hill Partners, LLC 118 14,000 0.00%
21 INTEGRATED WEALTH COUNSEL, LLC 126 15,000 0.00%
22 MUFG Americas Holdings Corp 130 15,000 0.00%
23 Winslow, Evans & Crocker, Inc. 150 17,582 0.00%
24 MCKINLEY CAPITAL MANAGEMENT LLC 155 18,000 0.00%
25 CITIZENS FINANCIAL GROUP INC/DE 155 18,000 0.00%
26 D'Orazio & Associates, Inc. 157 18,000 0.00%
27 Tradewinds Capital Management, LLC 165 19,000 0.00%
28 Financial Architects, Inc 171 20,000 0.00%
29 ENTERPRISE FINANCIAL SERVICES CORP 168 20,000 0.00%
30 Cordasco Financial Network 175 20,000 0.00%
31 Apriem Advisors 198 23,000 0.00%
32 SYNOVUS FINANCIAL CORP 200 23,000 0.00%
33 RPG FAMILY WEALTH ADVISORY, LLC 215 25,200 0.00%
34 FineMark National Bank & Trust 240 28,000 0.00%
35 FARMERS & MERCHANTS INVESTMENTS INC 261 31,000 0.00%
36 MCF Advisors LLC 289 34,000 0.00%
37 SEVENBRIDGE FINANCIAL GROUP, LLC 300 35,000 0.00%
38 M&R CAPITAL MANAGEMENT INC 300 35,000 0.00%
39 WHITTIER TRUST CO OF NEVADA INC 315 37,000 0.00%
40 BRONFMAN E.L. ROTHSCHILD, L.P. 369 43,000 0.00%
41 HEFTY WEALTH PARTNERS 379 44,000 0.00%
42 ATWOOD & PALMER INC 388 45,000 0.00%
43 REGAL WEALTH GROUP, INC. 407 48,000 0.00%
44 Bartlett & Co. LLC 420 49,000 0.00%
45 SOLARIS ASSET MANAGEMENT LLC 450 53,000 0.00%
46 FIFTH THIRD BANCORP 454 53,000 0.00%
47 Kistler-Tiffany Companies, LLC 468 55,000 0.00%
48 CREDIT AGRICOLE S A 490 57,000 0.00%
49 Sandy Spring Bank 485 57,000 0.00%
50 KRILOGY FINANCIAL LLC 524 61,000 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.