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

Institutional Holders (2016Q2)
Portfolio Summary: 191 Institutional holders with a total value of $831,315,642.
#
Manager Name
Shares
Value ($)
%
Options
Notes
151 BRONFMAN E.L. ROTHSCHILD, L.P. 412 61,000 0.01%
152 PRENTISS SMITH & CO INC 409 61,000 0.01%
153 Edge Wealth Management LLC 370 55,000 0.01% SH
154 D.A. DAVIDSON & CO. 312 46,000 0.01%
155 WHITTIER TRUST CO OF NEVADA INC 300 44,000 0.01%
156 INTEGRATED WEALTH MANAGEMENT 291 43,000 0.01%
157 FIFTH THIRD BANCORP 263 39,000 0.00%
158 Barrett Asset Management, LLC 245 36,000 0.00%
159 Nelson Capital Management, LLC 235 35,000 0.00%
160 HOWE & RUSLING INC 222 33,000 0.00%
161 EDMOND DE ROTHSCHILD HOLDING S.A. 220 33,000 0.00%
162 MANUFACTURERS LIFE INSURANCE COMPANY, THE 213 32,000 0.00%
163 WEALTHPLAN PARTNERS, LLC 430 31,919 0.00%
164 SYNOVUS FINANCIAL CORP 201 29,000 0.00%
165 Avior Wealth Management, LLC 185 28,000 0.00%
166 TCI Wealth Advisors, Inc. 188 28,000 0.00% PRN
167 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 182 27,000 0.00%
168 Brick & Kyle, Associates 180 27,000 0.00%
169 Plante Moran Financial Advisors, LLC 175 26,000 0.00%
170 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 177 26,000 0.00%
171 ADVANTAGE INVESTMENT MANAGEMENT, LLC 160 24,000 0.00%
172 CWM, LLC 153 23,000 0.00%
173 WESTPORT RESOURCES MANAGEMENT INC 150 22,000 0.00%
174 Argentus Capital Management, LLC 120 18,000 0.00%
175 HIGH FALLS ADVISORS, INC 100 15,000 0.00%
176 WFG Advisors, LP 85 13,000 0.00%
177 Patten Group, Inc. 75 11,123 0.00%
178 Commonwealth Financial Services, LLC 62 9,000 0.00%
179 First Horizon Advisors, Inc. 64 9,000 0.00%
180 Camarda Financial Advisors, LLC 56 8,000 0.00%
181 Hartford Financial Management Inc. 50 7,000 0.00%
182 Vantage Investment Advisors, LLC 50 7,000 0.00%
183 THOMPSON SIEGEL & WALMSLEY LLC 50 7,000 0.00%
184 SEI INVESTMENTS CO 50 7,000 0.00%
185 Gradient Investments LLC 25 4,000 0.00%
186 CUTLER GROUP LLC / CA 800 3,000 0.00% Call
187 Catamount Wealth Management 8 1,000 0.00%
188 FineMark National Bank & Trust 6 1,000 0.00%
189 Transamerica Financial Advisors, LLC 1 1,000 0.00%
190 Parallax Volatility Advisers, L.P. 1 0 0.00%
191 CUTLER GROUP LLC / CA 300 0 0.00% Put
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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.