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

Institutional Holders (2016Q3)
Portfolio Summary: 201 Institutional holders with a total value of $895,499,328.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Transamerica Financial Advisors, LLC 1 1,000 0.00%
3 FineMark National Bank & Trust 6 1,000 0.00%
4 WESTPORT RESOURCES MANAGEMENT INC 4 1,000 0.00%
5 Argentus Capital Management, LLC 11 2,000 0.00%
6 CUTLER GROUP LLC / CA 3,000 3,000 0.00% Call
7 Vantage Investment Advisors, LLC 30 5,000 0.00%
8 Hartford Financial Management Inc. 50 7,000 0.00%
9 THOMPSON SIEGEL & WALMSLEY LLC 50 8,000 0.00%
10 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 50 8,000 0.00%
11 Capital Analysts, LLC 55 8,261 0.00%
12 Commonwealth Financial Services, LLC 62 9,000 0.00%
13 Patten Group, Inc. 75 10,939 0.00%
14 WFG Advisors, LP 70 11,000 0.00%
15 ASSET DEDICATION, LLC 79 12,000 0.00%
16 Avior Wealth Management, LLC 83 12,000 0.00%
17 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 141 21,000 0.00%
18 1832 Asset Management L.P. 150 23,000 0.00%
19 CWM, LLC 153 23,000 0.00%
20 First Horizon Advisors, Inc. 164 24,000 0.00%
21 Plante Moran Financial Advisors, LLC 175 26,000 0.00%
22 ADVANTAGE INVESTMENT MANAGEMENT, LLC 182 27,000 0.00%
23 Brick & Kyle, Associates 180 27,000 0.00%
24 TCI Wealth Advisors, Inc. 188 28,000 0.00% PRN
25 SYNOVUS FINANCIAL CORP 201 30,000 0.00%
26 WEALTHPLAN PARTNERS, LLC 215 32,211 0.00%
27 HOWE & RUSLING INC 222 33,000 0.00%
28 Nelson Capital Management, LLC 235 35,000 0.00%
29 Barrett Asset Management, LLC 245 37,000 0.00%
30 MANUFACTURERS LIFE INSURANCE COMPANY, THE 259 39,000 0.00%
31 INTEGRATED WEALTH MANAGEMENT 266 40,000 0.00%
32 WHITTIER TRUST CO OF NEVADA INC 300 45,000 0.01%
33 D.A. DAVIDSON & CO. 313 47,000 0.01%
34 Edge Wealth Management LLC 370 56,000 0.01% SH
35 SEI INVESTMENTS CO 371 56,000 0.01%
36 PRENTISS SMITH & CO INC 409 61,000 0.01%
37 BRONFMAN E.L. ROTHSCHILD, L.P. 412 62,000 0.01%
38 Winslow, Evans & Crocker, Inc. 484 72,552 0.01%
39 SIGNATUREFD, LLC 491 74,000 0.01%
40 JNBA Financial Advisors 491 74,000 0.01%
41 Live Your Vision, LLC 500 75,000 0.01%
42 Mariner, LLC 519 78,000 0.01%
43 Cranbrook Wealth Management, LLC 561 84,000 0.01%
44 Advisory Services Network, LLC 681 102,000 0.01%
45 Carroll Financial Associates, Inc. 718 107,000 0.01%
46 DUNCKER STREETT & CO INC 749 113,000 0.01%
47 FIFTH THIRD BANCORP 828 124,000 0.01%
48 EDMOND DE ROTHSCHILD HOLDING S.A. 865 130,000 0.01%
49 M&R CAPITAL MANAGEMENT INC 875 131,000 0.01%
50 LBA Wealth Management, LLC 955 143,000 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.