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

Institutional Holders (2017Q2)
Portfolio Summary: 224 Institutional holders with a total value of $838,765,798.
#
Manager Name
Shares
Value ($)
%
Options
Notes
151 Osborn Williams & Donohoe LLC 5,855 973,000 0.12%
152 STIFEL FINANCIAL CORP 6,040 999,000 0.12%
153 Verity Asset Management, Inc. 6,332 1,054,000 0.13%
154 WOLVERINE TRADING LP /BD 6,400 1,065,000 0.13% Put
155 SIMMONS BANK 6,484 1,078,000 0.13%
156 SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,500 1,081,000 0.13% Call
157 INTELLECTUS PARTNERS, LLC 6,500 1,081,000 0.13%
158 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 6,675 1,110,000 0.13%
159 First Allied Advisory Services, Inc. 6,670 1,112,000 0.13%
160 Janney Montgomery Scott LLC 6,987 1,162,000 0.14%
161 ACG Wealth 7,362 1,224,000 0.15%
162 Pinnacle Advisory Group, Inc. 8,129 1,352,000 0.16%
163 CETERA INVESTMENT ADVISERS 8,536 1,415,000 0.17%
164 Cetera Advisors LLC 8,536 1,415,000 0.17%
165 COMMERCE BANK 8,767 1,458,000 0.17%
166 KALOS MANAGEMENT, INC. 9,462 1,573,000 0.19%
167 MANDATUM LIFE INSURANCE CO LTD 9,589 1,594,000 0.19%
168 FIRST UNITED BANK & TRUST 9,806 1,630,000 0.19%
169 CONSERVEST CAPITAL ADVISORS, INC. 10,099 1,679,000 0.20%
170 Private Advisor Group, LLC 10,363 1,717,000 0.20%
171 CITADEL ADVISORS LLC 11,044 1,836,000 0.22%
172 Cambridge Investment Research Advisors, Inc. 11,486 1,910,000 0.23%
173 CIBC WORLD MARKET INC. 12,132 2,017,000 0.24%
174 BAROMETER CAPITAL MANAGEMENT INC. 12,800 2,128,000 0.25%
175 CONSOLIDATED CAPITAL MANAGEMENT, LLC 13,274 2,207,000 0.26%
176 LADENBURG THALMANN FINANCIAL SERVICES INC. 13,531 2,215,000 0.26%
177 JPMORGAN CHASE & CO 13,445 2,235,000 0.27%
178 MML INVESTORS SERVICES, INC. 13,524 2,249,000 0.27%
179 Peachtree Investment Advisors, Inc. 13,539 2,251,000 0.27%
180 SUNTRUST BANKS INC 13,647 2,269,000 0.27%
181 Transamerica Financial Advisors, LLC 15,668 2,605,000 0.31%
182 ADVISOR GROUP, INC. 16,107 2,678,000 0.32%
183 Glenview Trust Co 16,173 2,689,000 0.32%
184 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 16,404 2,734,000 0.33%
185 HUNTINGTON NATIONAL BANK 16,833 2,798,000 0.33% PRN
186 USCA RIA LLC 17,418 2,896,000 0.35%
187 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 18,045 3,000,000 0.36%
188 IFP ADVISORS, INC 18,135 3,015,000 0.36%
189 NATIONAL PLANNING CORP 18,641 3,104,000 0.37%
190 CITIGROUP INC 20,215 3,361,000 0.40%
191 RAYMOND JAMES & ASSOCIATES 23,735 3,946,000 0.47%
192 Stillwater Capital Advisors, LLC 24,563 4,084,000 0.49%
193 PETTYJOHN, WOOD & WHITE, INC 25,688 4,271,000 0.51%
194 SUSQUEHANNA INTERNATIONAL GROUP, LLP 25,724 4,277,000 0.51%
195 Capital Investment Advisors, LLC 26,066 4,334,000 0.52%
196 MARINER INDEPENDENT ADVISOR NETWORK, LLC 26,975 4,484,000 0.53%
197 Oakworth Capital, Inc. 33,632 5,591,000 0.67%
198 J.P. Morgan Private Wealth Advisors LLC 34,529 5,741,000 0.68%
199 GREAT LAKES ADVISORS, LLC 35,915 5,971,000 0.71%
200 Advisors Preferred, LLC 36,432 6,057,000 0.72%
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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.