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

Institutional Holders (2016Q4)
Portfolio Summary: 124 Institutional holders with a total value of $446,008,024.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 CWM, LLC 10 2,000 0.00%
3 IBEX WEALTH ADVISORS 20 3,000 0.00%
4 GLOBAL RETIREMENT PARTNERS, LLC 42 6,000 0.00%
5 BUTENSKY & COHEN FINANCIAL SECURITY, INC 39 6,000 0.00%
6 Ironwood Financial, llc 48 7,000 0.00%
7 SYNOVUS FINANCIAL CORP 49 7,000 0.00%
8 Allworth Financial LP 48 7,000 0.00%
9 BENJAMIN F. EDWARDS & COMPANY, INC. 66 10,000 0.00%
10 PFLUG KOORY, LLC 153 23,000 0.01%
11 BLUE GRANITE CAPITAL, LLC 150 23,000 0.01%
12 Commonwealth Financial Services, LLC 166 26,000 0.01%
13 SARGENT BICKHAM LAGUDIS LLC 172 26,000 0.01%
14 Nelson Capital Management, LLC 190 29,000 0.01%
15 WFG Advisors, LP 217 33,000 0.01%
16 Gemmer Asset Management LLC 238 36,000 0.01%
17 MASCOMA WEALTH MANAGEMENT LLC 250 38,000 0.01%
18 CREATIVE FINANCIAL DESIGNS INC /ADV 252 38,000 0.01%
19 CRIBSTONE CAPITAL MANAGEMENT, LLC 250 39,000 0.01%
20 NEXT Financial Group, Inc 350 53,000 0.01%
21 CENTRAL BANK & TRUST CO 362 55,000 0.01%
22 Winslow, Evans & Crocker, Inc. 434 65,396 0.01%
23 US BANCORP \DE\ 435 66,000 0.01%
24 FLOW TRADERS U.S. LLC 497 75,000 0.02%
25 ROWLAND CARMICHAEL ADVISORS INC /ADV 530 80,000 0.02%
26 BlackRock Finance, Inc. 583 88,000 0.02%
27 BlackRock Investment Management, LLC 594 90,000 0.02%
28 MANUFACTURERS LIFE INSURANCE COMPANY, THE 630 95,000 0.02%
29 LBA Wealth Management, LLC 630 95,000 0.02%
30 Advisors Preferred, LLC 705 106,000 0.02%
31 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 701 106,000 0.02%
32 Sandy Spring Bank 911 138,000 0.03%
33 PNC FINANCIAL SERVICES GROUP, INC. 971 147,000 0.03%
34 IFP ADVISORS, INC 1,079 163,000 0.04%
35 MONROE BANK & TRUST/MI 1,275 193,000 0.04%
36 MITCHELL SINKLER & STARR/PA 1,400 211,000 0.05%
37 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,412 213,000 0.05%
38 PETTYJOHN, WOOD & WHITE, INC 1,407 213,000 0.05%
39 WHITTIER TRUST CO OF NEVADA INC 1,500 227,000 0.05%
40 FMR LLC 1,605 242,000 0.05%
41 BREMER TRUST NATIONAL ASSOCIATION 1,610 243,000 0.05%
42 ACG Wealth 1,623 245,000 0.05%
43 COMMERCE BANK 1,627 246,000 0.06%
44 DOWLING & YAHNKE LLC 1,765 267,000 0.06%
45 Creative Planning 1,786 270,000 0.06%
46 CITIGROUP INC 2,065 312,000 0.07%
47 North Star Investment Management Corp. 2,076 314,000 0.07%
48 Baker Avenue Asset Management, LP 2,375 359,000 0.08%
49 SONATA CAPITAL GROUP INC 2,440 369,000 0.08%
50 RAYMOND JAMES TRUST N.A. 2,509 378,000 0.08%
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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.