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

Institutional Holders (2016Q1)
Portfolio Summary: 298 Institutional holders with a total value of $3,977,530,919.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ADVANTAGE INVESTMENT MANAGEMENT, LLC 3 0 0.00%
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 NEXT Financial Group, Inc 8 0 0.00%
4 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 10 1,000 0.00%
5 Winslow, Evans & Crocker, Inc. 13 1,426 0.00%
6 Avior Wealth Management, LLC 25 3,000 0.00%
7 CAPTRUST FINANCIAL ADVISORS 34 4,000 0.00%
8 Allworth Financial LP 36 4,000 0.00%
9 Oakworth Capital, Inc. 38 4,000 0.00%
10 Hoxton Financial, Inc. 50 5,000 0.00%
11 HUNTINGTON NATIONAL BANK 50 6,000 0.00% PRN
12 CWM, LLC 63 7,000 0.00%
13 Capital Advisors, Ltd. LLC 75 8,000 0.00%
14 ASSET DEDICATION, LLC 70 8,000 0.00%
15 Financial Architects, Inc 84 9,000 0.00%
16 BRONFMAN E.L. ROTHSCHILD, L.P. 100 11,000 0.00%
17 JNBA Financial Advisors 140 15,000 0.00%
18 D'Orazio & Associates, Inc. 156 17,000 0.00%
19 PIEDMONT INVESTMENT ADVISORS INC 166 18,209 0.00%
20 CLEARY GULL HOLDINGS INC. 172 19,000 0.00%
21 Sunbelt Securities, Inc. 185 20,293 0.00%
22 ATWOOD & PALMER INC 219 24,000 0.00%
23 DUBUQUE BANK & TRUST CO 227 25,000 0.00%
24 Burt Wealth Advisors 321 35,000 0.00%
25 Parkside Financial Bank & Trust 327 36,000 0.00%
26 AllSquare Wealth Management LLC 381 42,000 0.00%
27 Creative Planning 382 42,000 0.00%
28 BENJAMIN F. EDWARDS & COMPANY, INC. 529 58,000 0.00%
29 Formidable Asset Management, LLC 575 63,000 0.00%
30 HEFTY WEALTH PARTNERS 607 66,000 0.00%
31 ANCHOR INVESTMENT MANAGEMENT, LLC 623 68,337 0.00%
32 GENEOS WEALTH MANAGEMENT INC. 650 71,000 0.00%
33 KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC 682 75,000 0.00%
34 BALDWIN WEALTH PARTNERS LLC/MA 700 77,000 0.00%
35 Compagnie Lombard Odier SCmA 750 82,000 0.00%
36 Focused Wealth Management, Inc 746 82,000 0.00%
37 FineMark National Bank & Trust 775 85,000 0.00%
38 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 790 87,000 0.00%
39 Hanson & Doremus Investment Management 1,012 111,000 0.00%
40 KANALY TRUST CO 1,056 116,000 0.00%
41 Community Bank, N.A. 1,350 148,000 0.00%
42 REILLY FINANCIAL ADVISORS, LLC 1,410 155,000 0.00%
43 WOODMONT INVESTMENT COUNSEL LLC 1,442 158,000 0.00%
44 SARGENT BICKHAM LAGUDIS LLC 1,464 161,000 0.00%
45 STARFIRE INVESTMENT ADVISERS, INC. 1,950 213,895 0.01%
46 COTTAGE STREET ADVISORS LLC 2,000 219,000 0.01%
47 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,123 233,000 0.01%
48 FIFTH THIRD SECURITIES INC //OH /BD 2,137 234,000 0.01%
49 Fort Point Capital Partners LLC 2,142 235,000 0.01%
50 Gateway Advisory, LLC 2,332 256,000 0.01%
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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.