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

Institutional Holders (2016Q1)
Portfolio Summary: 542 Institutional holders with a total value of $5,132,724,261.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Beacon Capital Management, Inc. 5 0 0.00%
2 CUTLER GROUP LLC / CA 1,000 0 0.00% Put
3 Creative Planning 100 0 0.00% Put
4 Parallax Volatility Advisers, L.P. 1 0 0.00%
5 Lowe Wealth Advisors, LLC 80 3,000 0.00%
6 KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC 84 3,000 0.00%
7 Burt Wealth Advisors 84 3,000 0.00%
8 FIRST MANHATTAN CO. LLC. 87 3,000 0.00%
9 SEI INVESTMENTS CO 115 4,000 0.00%
10 Lenox Wealth Management, Inc. 101 4,000 0.00%
11 Clal Insurance Enterprises Holdings Ltd 126 5,000 0.00%
12 Ipswich Investment Management Co., Inc. 144 6,000 0.00%
13 KRILOGY FINANCIAL LLC 150 6,000 0.00%
14 US FINANCIAL ADVISORS, LLC 205 8,000 0.00%
15 JNBA Financial Advisors 229 9,000 0.00%
16 MCF Advisors LLC 300 12,000 0.00%
17 PITTENGER & ANDERSON INC 300 12,000 0.00%
18 Allworth Financial LP 322 13,000 0.00%
19 Kessler Investment Group, LLC 380 15,000 0.00%
20 Evercore Wealth Management, LLC 470 18,000 0.00%
21 WealthTrust-Arizona, LLC 532 21,000 0.00%
22 Hudock, Inc. 572 22,000 0.00%
23 SUNNYMEATH ASSET MANAGEMENT, INC. 655 25,000 0.00%
24 Riggs Asset Managment Co. Inc. 720 28,000 0.00%
25 SHARKEY, HOWES & JAVER 788 31,000 0.00%
26 Carroll Financial Associates, Inc. 800 31,000 0.00%
27 TRUST CO OF VERMONT 900 35,000 0.00%
28 Horrell Capital Management, Inc. 1,000 39,000 0.00%
29 Vantage Investment Advisors, LLC 1,040 41,000 0.00%
30 People's United Financial, Inc. 1,065 42,000 0.00%
31 ATWOOD & PALMER INC 1,168 46,000 0.00%
32 BARCLAYS PLC 1,260 49,000 0.00%
33 DUBUQUE BANK & TRUST CO 1,266 49,000 0.00%
34 Parkside Financial Bank & Trust 1,264 49,000 0.00%
35 SARGENT BICKHAM LAGUDIS LLC 1,568 61,000 0.00%
36 Commonwealth Financial Services, LLC 1,552 61,000 0.00%
37 JCIC Asset Management Inc. 1,600 62,000 0.00%
38 TORONTO DOMINION BANK 1,603 63,000 0.00%
39 INTEGRATED WEALTH COUNSEL, LLC 1,612 63,000 0.00%
40 Formidable Asset Management, LLC 1,700 66,000 0.00%
41 OLD SECOND NATIONAL BANK OF AURORA 1,725 67,000 0.00%
42 VALLEY NATIONAL ADVISERS INC 1,748 68,000 0.00%
43 MEEDER ASSET MANAGEMENT INC 1,897 74,000 0.00%
44 MOSAIC FAMILY WEALTH, LLC 1,944 75,000 0.00%
45 ARROW FINANCIAL CORP 1,940 76,000 0.00%
46 PRENTISS SMITH & CO INC 2,000 78,000 0.00%
47 Joel Isaacson & Co., LLC 2,000 78,000 0.00%
48 AllSquare Wealth Management LLC 2,048 80,000 0.00%
49 Spectrum Management Group, LLC 2,060 80,000 0.00%
50 Winslow, Evans & Crocker, Inc. 2,262 88,286 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.