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

Institutional Holders (2016Q4)
Portfolio Summary: 401 Institutional holders with a total value of $6,314,394,412.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 DAVIDSON INVESTMENT ADVISORS 3 0 0.00%
3 YORKBRIDGE WEALTH PARTNERS, LLC 9 1,000 0.00%
4 Ancora Advisors LLC 6 1,000 0.00%
5 REGAL WEALTH GROUP, INC. 7 1,000 0.00%
6 TD Capital Management LLC 17 2,000 0.00%
7 HAP Trading, LLC 108,800 2,000 0.00% Call
8 Lenox Wealth Management, Inc. 16 2,000 0.00%
9 CAPTRUST FINANCIAL ADVISORS 16 2,000 0.00%
10 LBA Wealth Management, LLC 22 2,000 0.00%
11 Tortoise Investment Management, LLC 15 2,000 0.00%
12 VALLEY NATIONAL ADVISERS INC 15 2,000 0.00%
13 GLEN EAGLE ADVISORS, LLC 25 2,756 0.00%
14 DUNCKER STREETT & CO INC 31 3,000 0.00%
15 MV CAPITAL MANAGEMENT, INC. 30 3,000 0.00%
16 REILLY FINANCIAL ADVISORS, LLC 33 4,000 0.00%
17 Cassaday & Co Inc. 39 4,000 0.00%
18 Allworth Financial LP 46 5,000 0.00%
19 Transamerica Financial Advisors, LLC 46 5,000 0.00%
20 Baltimore-Washington Financial Advisors, Inc. 47 5,269 0.00%
21 PFLUG KOORY, LLC 58 6,000 0.00%
22 DUBUQUE BANK & TRUST CO 74 8,000 0.00%
23 Vantage Investment Advisors, LLC 87 10,000 0.00%
24 Perkins Coie Trust Co 93 10,000 0.00%
25 ADVANTAGE INVESTMENT MANAGEMENT, LLC 100 11,000 0.00%
26 Carroll Financial Associates, Inc. 106 11,000 0.00%
27 Winslow, Evans & Crocker, Inc. 106 11,574 0.00%
28 D.A. DAVIDSON & CO. 113 12,000 0.00%
29 COCONUT GROVE BANK 112 12,000 0.00%
30 Cordasco Financial Network 105 12,000 0.00%
31 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 118 13,000 0.00%
32 Cable Hill Partners, LLC 118 13,000 0.00%
33 INTEGRATED WEALTH COUNSEL, LLC 126 14,000 0.00%
34 ASSET PLANNING SERVICES, LTD. 134 15,000 0.00%
35 MCKINLEY CAPITAL MANAGEMENT LLC 155 17,000 0.00%
36 D'Orazio & Associates, Inc. 157 17,000 0.00%
37 CITIZENS FINANCIAL GROUP INC/DE 159 18,000 0.00%
38 Alexandria Capital, LLC 165 18,000 0.00%
39 SYNOVUS FINANCIAL CORP 200 22,000 0.00%
40 BRONFMAN E.L. ROTHSCHILD, L.P. 292 32,000 0.00%
41 Financial Architects, Inc 289 32,000 0.00%
42 M&R CAPITAL MANAGEMENT INC 300 33,000 0.00%
43 WHITTIER TRUST CO OF NEVADA INC 315 35,000 0.00%
44 SEVENBRIDGE FINANCIAL GROUP, LLC 300 35,000 0.00%
45 Sunbelt Securities, Inc. 350 38,577 0.00%
46 Hanson & Doremus Investment Management 351 38,687 0.00%
47 IHT WEALTH MANAGEMENT, LLC 360 40,000 0.00%
48 HAP Trading, LLC 180,000 41,000 0.00% Put
49 HEFTY WEALTH PARTNERS 376 41,000 0.00%
50 ATWOOD & PALMER INC 388 43,000 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.