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

Institutional Holders (2016Q1)
Portfolio Summary: 104 Institutional holders with a total value of $247,199,137.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Advisors Preferred, LLC 75 7,000 0.00%
3 AXA S.A. 93 9,000 0.00%
4 Chevy Chase Trust Holdings, LLC 102 10,000 0.00%
5 REILLY FINANCIAL ADVISORS, LLC 100 10,000 0.00%
6 Advisory Services Network, LLC 115 11,000 0.00%
7 CENTRAL TRUST Co 150 15,000 0.01%
8 INTEGRATED WEALTH MANAGEMENT 195 19,000 0.01%
9 FIRST FINANCIAL CORP /IN/ 200 20,000 0.01%
10 Carroll Financial Associates, Inc. 255 25,000 0.01%
11 Argentus Capital Management, LLC 251 25,000 0.01%
12 Lenox Wealth Management, Inc. 260 26,000 0.01%
13 GUPTA WEALTH MANAGEMENT LLC 275 27,000 0.01%
14 BRONFMAN E.L. ROTHSCHILD, L.P. 274 27,000 0.01%
15 JACKSON, GRANT INVESTMENT ADVISERS, INC. 285 28,000 0.01%
16 US BANCORP \DE\ 300 30,000 0.01%
17 HUNTINGTON NATIONAL BANK 350 34,000 0.01% PRN
18 Tower Research Capital LLC (TRC) 500 50,000 0.02%
19 CWM, LLC 580 58,000 0.02%
20 Creative Planning 708 71,000 0.03%
21 Orion Porfolio Solutions, LLC 832 83,000 0.03%
22 Johnson Financial Group, Inc. 865 86,000 0.03%
23 NEXT Financial Group, Inc 900 89,000 0.04%
24 JPMORGAN CHASE & CO 1,306 130,000 0.05%
25 IFP ADVISORS, INC 1,593 159,000 0.06%
26 WHITTIER TRUST CO 1,640 164,000 0.07%
27 Compagnie Lombard Odier SCmA 1,740 174,000 0.07%
28 SALEM INVESTMENT COUNSELORS INC 2,200 220,000 0.09%
29 EVERETT HARRIS & CO /CA/ 2,251 225,000 0.09%
30 ADVANTAGE INVESTMENT MANAGEMENT, LLC 2,275 227,000 0.09%
31 MILLENNIUM MANAGEMENT LLC 2,300 230,000 0.09%
32 AMERICAN CENTURY COMPANIES INC 2,426 242,000 0.10%
33 TRUE PRIVATE WEALTH ADVISORS 2,450 245,000 0.10%
34 MSI Financial Services Inc 2,539 253,000 0.10%
35 J.P. Morgan Private Wealth Advisors LLC 2,601 260,000 0.11%
36 PILLAR PACIFIC CAPITAL MANAGEMENT LLC 2,625 262,000 0.11%
37 Baltimore-Washington Financial Advisors, Inc. 2,745 274,000 0.11%
38 Private Wealth Advisors, Inc. 2,820 282,000 0.11%
39 SII INVESTMENTS INC/WI 2,937 292,000 0.12%
40 BANQUE PICTET & CIE SA 2,941 294,000 0.12%
41 Cetera Advisor Networks LLC 3,018 298,000 0.12%
42 GENEOS WEALTH MANAGEMENT INC. 2,995 300,000 0.12%
43 Psagot Value Holdings Ltd. 3,000 300,000 0.12%
44 Investors Capital Advisory Services 3,075 306,000 0.12%
45 MAI Capital Management 3,200 320,000 0.13%
46 PNC FINANCIAL SERVICES GROUP, INC. 3,205 321,000 0.13%
47 Essex Financial Services, Inc. 3,300 330,000 0.13%
48 Arete Wealth Advisors, LLC 3,565 356,000 0.14%
49 Dakota Wealth Management 3,660 365,000 0.15%
50 B. Riley Wealth Advisors, Inc. 3,709 370,000 0.15%
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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.