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

Institutional Holders (2017Q2)
Portfolio Summary: 123 Institutional holders with a total value of $337,827,381.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ASSETMARK, INC 3 0 0.00%
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 Alexandria Capital, LLC 55 7,000 0.00%
4 REILLY FINANCIAL ADVISORS, LLC 100 13,000 0.00%
5 Advisory Services Network, LLC 100 13,000 0.00%
6 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 100 13,000 0.00%
7 BRONFMAN E.L. ROTHSCHILD, L.P. 107 14,000 0.00%
8 ADIRONDACK TRUST CO 114 15,000 0.00%
9 TD Capital Management LLC 119 16,000 0.00%
10 M&R CAPITAL MANAGEMENT INC 122 16,000 0.00%
11 CREATIVE FINANCIAL DESIGNS INC /ADV 123 16,000 0.00%
12 CENTRAL TRUST Co 150 20,000 0.01%
13 PARALLEL ADVISORS, LLC 150 21,000 0.01%
14 GLENMEDE TRUST CO NA 200 24,000 0.01%
15 MCKINLEY CAPITAL MANAGEMENT LLC 190 25,000 0.01%
16 Lenox Wealth Management, Inc. 260 34,000 0.01%
17 CLEAR PERSPECTIVE ADVISORS, LLC 300 39,000 0.01%
18 SCHRODER INVESTMENT MANAGEMENT GROUP 375 49,000 0.01%
19 JPMORGAN CHASE & CO 401 53,000 0.02%
20 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 410 54,000 0.02%
21 VESTOR CAPITAL, LLC 440 58,000 0.02%
22 SYNOVUS FINANCIAL CORP 557 73,000 0.02%
23 SEI INVESTMENTS CO 585 77,000 0.02%
24 CWM, LLC 596 78,000 0.02%
25 IFP ADVISORS, INC 600 79,000 0.02%
26 D.A. DAVIDSON & CO. 670 87,000 0.03%
27 Johnson Financial Group, Inc. 865 113,000 0.03%
28 GLEN EAGLE ADVISORS, LLC 890 116,528 0.03%
29 CRIBSTONE CAPITAL MANAGEMENT, LLC 905 118,000 0.03%
30 MANUFACTURERS LIFE INSURANCE COMPANY, THE 906 119,000 0.04%
31 NEXT Financial Group, Inc 962 126,000 0.04%
32 VOYA FINANCIAL ADVISORS, INC. 1,535 201,000 0.06%
33 SII INVESTMENTS INC/WI 1,582 207,000 0.06%
34 FMR LLC 1,583 207,000 0.06%
35 Northeast Financial Consultants Inc 1,594 209,000 0.06%
36 WHITTIER TRUST CO 1,640 215,000 0.06%
37 HL FINANCIAL SERVICES LLC 1,676 219,000 0.06%
38 Cetera Advisor Networks LLC 1,667 221,000 0.07%
39 CLARIUS GROUP, LLC 1,700 223,000 0.07%
40 J.P. Morgan Private Wealth Advisors LLC 1,792 235,000 0.07%
41 Creative Planning 1,824 239,000 0.07%
42 Advisors Preferred, LLC 1,952 256,000 0.08%
43 EVERETT HARRIS & CO /CA/ 2,001 262,000 0.08%
44 ADVANTAGE INVESTMENT MANAGEMENT, LLC 2,075 272,000 0.08%
45 SOUTH BRANCH VALLEY BANCORP INC 2,089 274,000 0.08%
46 Stratos Wealth Partners, LTD. 2,109 276,000 0.08%
47 B. Riley Wealth Advisors, Inc. 2,314 303,000 0.09%
48 Carroll Financial Associates, Inc. 2,364 309,000 0.09%
49 First Allied Advisory Services, Inc. 2,505 328,000 0.10%
50 GFS Advisors, LLC 2,520 330,000 0.10%
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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.