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

Institutional Holders (2016Q2)
Portfolio Summary: 479 Institutional holders with a total value of $5,751,505,641.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Exchange Capital Management, Inc. 1 0 0.00%
3 Nelson Capital Management, LLC 3 1,000 0.00%
4 CKW FINANCIAL GROUP 7 2,000 0.00%
5 Hartford Financial Management Inc. 10 2,000 0.00%
6 Crosspoint Capital Strategies, LLC 10 3,000 0.00%
7 JACOBI CAPITAL MANAGEMENT LLC 15 4,000 0.00%
8 Creative Planning 200 5,000 0.00% Call
9 AMERICAN NATIONAL BANK & TRUST 20 5,000 0.00%
10 Edge Wealth Management LLC 21 5,000 0.00% SH
11 JACKSON, GRANT INVESTMENT ADVISERS, INC. 27 7,000 0.00%
12 WELLS FARGO & COMPANY/MN 8,300 7,000 0.00% Call
13 Corbenic Partners LLC 26 7,000 0.00%
14 SIGNATUREFD, LLC 26 7,000 0.00%
15 Sunbelt Securities, Inc. 33 8,504 0.00%
16 FIRST INTERSTATE BANK 40 10,000 0.00%
17 BALDWIN WEALTH PARTNERS LLC/MA 40 10,000 0.00%
18 JFS WEALTH ADVISORS, LLC 40 10,000 0.00%
19 RPG FAMILY WEALTH ADVISORY, LLC 39 10,036 0.00%
20 BlackRock Finance, Inc. 44 11,000 0.00%
21 BRAVE ASSET MANAGEMENT INC 42 11,000 0.00%
22 Riggs Asset Managment Co. Inc. 50 13,000 0.00%
23 CT Financial Advisors LLC 54 13,909 0.00%
24 ASSETMARK, INC 56 14,000 0.00%
25 FIRST FINANCIAL CORP /IN/ 55 14,000 0.00%
26 SEI INVESTMENTS CO 60 15,000 0.00%
27 SUTTON WEALTH ADVISORS INC. 60 15,440 0.00%
28 MONETARY MANAGEMENT GROUP INC 75 19,000 0.00%
29 BALENTINE LLC 72 19,000 0.00%
30 Cable Hill Partners, LLC 73 20,000 0.00%
31 Lenox Wealth Advisors, LLC 83 21,000 0.00%
32 FNY Managed Accounts LLC 100 25,734 0.00%
33 TCI Wealth Advisors, Inc. 102 26,000 0.00%
34 WASHINGTON TRUST BANK 100 26,000 0.00%
35 TORONTO DOMINION BANK 100 26,000 0.00%
36 Vantage Investment Advisors, LLC 122 27,000 0.00%
37 Livingston Group Asset Management CO (operating as Southport Capital Management) 109 28,000 0.00%
38 THRIVENT FINANCIAL FOR LUTHERANS 116 31,000 0.00%
39 BELLWETHER INVESTMENT GROUP, LLC 119 31,000 0.00%
40 Parkside Financial Bank & Trust 120 31,000 0.00%
41 OGOREK ANTHONY JOSEPH /NY/ /ADV 126 32,000 0.00%
42 SEVENBRIDGE FINANCIAL GROUP, LLC 127 33,000 0.00%
43 Ameritas Investment Partners, Inc. 149 38,000 0.00%
44 Compagnie Lombard Odier SCmA 160 41,000 0.00%
45 Focused Wealth Management, Inc 160 41,000 0.00%
46 REILLY FINANCIAL ADVISORS, LLC 169 44,000 0.00%
47 MOSAIC FAMILY WEALTH, LLC 175 46,000 0.00%
48 FIRST MANHATTAN CO. LLC. 185 47,000 0.00%
49 ROWLAND CARMICHAEL ADVISORS INC /ADV 185 48,000 0.00%
50 Perigon Wealth Management, LLC 200 51,000 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.