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

Institutional Holders (2016Q4)
Portfolio Summary: 366 Institutional holders with a total value of $2,478,485,647.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Bartlett & Co. LLC 6 1,000 0.00%
3 TD Capital Management LLC 5 1,000 0.00%
4 SARGENT BICKHAM LAGUDIS LLC 17 2,000 0.00%
5 CWM, LLC 13 2,000 0.00%
6 PEDDOCK CAPITAL ADVISORS, LLC 24 3,000 0.00%
7 Orion Porfolio Solutions, LLC 29 4,000 0.00%
8 Hanson & Doremus Investment Management 39 5,460 0.00%
9 M&R CAPITAL MANAGEMENT INC 50 7,000 0.00%
10 SEVENBRIDGE FINANCIAL GROUP, LLC 72 9,000 0.00%
11 PARALLEL ADVISORS, LLC 74 10,000 0.00%
12 FUSION FAMILY WEALTH, LLC 74 10,000 0.00% SH
13 ROPES WEALTH ADVISORS LLC 81 11,000 0.00%
14 CENTRAL BANK & TRUST CO 79 11,000 0.00%
15 CRIBSTONE CAPITAL MANAGEMENT, LLC 97 13,000 0.00%
16 FineMark National Bank & Trust 100 14,000 0.00%
17 CENTRAL TRUST Co 100 14,000 0.00%
18 Ameritas Investment Partners, Inc. 105 14,000 0.00%
19 Apriem Advisors 108 15,000 0.00%
20 THOMPSON DAVIS & CO., INC. 114 16,000 0.00%
21 Corbenic Partners LLC 113 16,000 0.00%
22 AllSquare Wealth Management LLC 120 17,000 0.00%
23 Smithfield Trust Co 126 18,000 0.00%
24 CUTLER GROUP LLC / CA 600 18,000 0.00% Call
25 Ledyard National Bank 140 20,000 0.00%
26 EDGE ADVISORS, LLC 164 22,000 0.00%
27 Sunbelt Securities, Inc. 162 22,677 0.00%
28 Cable Hill Partners, LLC 182 25,000 0.00%
29 JFS WEALTH ADVISORS, LLC 186 26,000 0.00%
30 GUIDANT WEALTH ADVISORS 195 27,000 0.00%
31 STERLING INVESTMENT ADVISORS, LTD. 200 28,000 0.00%
32 Allworth Financial LP 203 28,000 0.00%
33 SEI INVESTMENTS CO 209 29,000 0.00%
34 WFG Advisors, LP 224 31,000 0.00%
35 Exchange Capital Management, Inc. 282 39,000 0.00%
36 ROWLAND CARMICHAEL ADVISORS INC /ADV 289 40,000 0.00%
37 SUTTON WEALTH ADVISORS INC. 288 40,323 0.00%
38 FLOW TRADERS U.S. LLC 295 41,000 0.00%
39 Capital Directions Investment Advisors, LLC 306 43,000 0.00%
40 FARMERS & MERCHANTS INVESTMENTS INC 316 44,000 0.00%
41 Ironwood Financial, llc 325 46,000 0.00%
42 REILLY FINANCIAL ADVISORS, LLC 369 52,000 0.00%
43 ASSET PLANNING SERVICES, LTD. 381 53,000 0.00%
44 Oakworth Capital, Inc. 402 55,000 0.00%
45 HOWE & RUSLING INC 394 55,000 0.00%
46 FIRST MANHATTAN CO. LLC. 400 56,000 0.00%
47 Evercore Wealth Management, LLC 408 57,000 0.00%
48 CAPTRUST FINANCIAL ADVISORS 428 60,000 0.00%
49 Independent Portfolio Consultants, Inc. 425 60,000 0.00%
50 Alexandria Capital, LLC 440 62,000 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.