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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
51 Carnegie Investment Counsel 5,553 767,000 0.23%
52 CITIGROUP INC 5,700 746,000 0.22%
53 Capital Advisors, Ltd. LLC 5,653 740,000 0.22%
54 QUANTUM CAPITAL MANAGEMENT 5,554 727,000 0.22%
55 WESBANCO BANK INC 5,370 703,000 0.21%
56 HighTower Advisors, LLC 5,296 691,000 0.20%
57 PINNACLE ASSOCIATES LTD 5,145 674,000 0.20%
58 Essex Financial Services, Inc. 4,500 589,000 0.17%
59 Arete Wealth Advisors, LLC 4,489 588,000 0.17%
60 NORTHERN CAPITAL MANAGEMENT LLC 3,990 522,000 0.15%
61 MANDATUM LIFE INSURANCE CO LTD 3,956 518,000 0.15%
62 PNC FINANCIAL SERVICES GROUP, INC. 3,524 462,000 0.14%
63 CIBC WORLD MARKET INC. 3,354 439,000 0.13%
64 MAI Capital Management 3,200 419,000 0.12%
65 Janney Montgomery Scott LLC 3,145 412,000 0.12%
66 Dakota Wealth Management 2,978 390,000 0.12%
67 GENEOS WEALTH MANAGEMENT INC. 2,895 379,000 0.11%
68 Private Advisor Group, LLC 2,835 375,000 0.11%
69 Virtu KCG Holdings LLC 2,859 374,000 0.11%
70 Private Wealth Advisors, Inc. 2,820 369,000 0.11%
71 Traynor Capital Management, Inc. 2,665 366,000 0.11%
72 SUMMIT X, LLC 2,688 350,000 0.10%
73 Crossvault Capital Management LLC 2,645 346,000 0.10%
74 GFS Advisors, LLC 2,520 330,000 0.10%
75 First Allied Advisory Services, Inc. 2,505 328,000 0.10%
76 Carroll Financial Associates, Inc. 2,364 309,000 0.09%
77 B. Riley Wealth Advisors, Inc. 2,314 303,000 0.09%
78 Stratos Wealth Partners, LTD. 2,109 276,000 0.08%
79 SOUTH BRANCH VALLEY BANCORP INC 2,089 274,000 0.08%
80 ADVANTAGE INVESTMENT MANAGEMENT, LLC 2,075 272,000 0.08%
81 EVERETT HARRIS & CO /CA/ 2,001 262,000 0.08%
82 Advisors Preferred, LLC 1,952 256,000 0.08%
83 Creative Planning 1,824 239,000 0.07%
84 J.P. Morgan Private Wealth Advisors LLC 1,792 235,000 0.07%
85 CLARIUS GROUP, LLC 1,700 223,000 0.07%
86 Cetera Advisor Networks LLC 1,667 221,000 0.07%
87 HL FINANCIAL SERVICES LLC 1,676 219,000 0.06%
88 WHITTIER TRUST CO 1,640 215,000 0.06%
89 Northeast Financial Consultants Inc 1,594 209,000 0.06%
90 SII INVESTMENTS INC/WI 1,582 207,000 0.06%
91 FMR LLC 1,583 207,000 0.06%
92 VOYA FINANCIAL ADVISORS, INC. 1,535 201,000 0.06%
93 NEXT Financial Group, Inc 962 126,000 0.04%
94 MANUFACTURERS LIFE INSURANCE COMPANY, THE 906 119,000 0.04%
95 CRIBSTONE CAPITAL MANAGEMENT, LLC 905 118,000 0.03%
96 GLEN EAGLE ADVISORS, LLC 890 116,528 0.03%
97 Johnson Financial Group, Inc. 865 113,000 0.03%
98 D.A. DAVIDSON & CO. 670 87,000 0.03%
99 IFP ADVISORS, INC 600 79,000 0.02%
100 CWM, LLC 596 78,000 0.02%
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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.