Dark
Light
System
Security
ISHARES TR
ISHARES TR. Institutional holdings reported to the SEC.

Institutional Holders (2017Q2)
Portfolio Summary: 347 Institutional holders with a total value of $5,147,356,787.
#
Manager Name
Shares
Value ($)
%
Options
Notes
251 Aspen Investment Management Inc 47,580 5,223,000 0.10%
252 Perella Weinberg Partners Capital Management LP 48,700 5,346,000 0.10%
253 Destination Wealth Management 49,156 5,396,000 0.10%
254 BB&T SECURITIES, LLC 49,801 5,467,000 0.11%
255 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 49,909 5,479,000 0.11%
256 Atria Investments, Inc 50,987 5,597,000 0.11%
257 FIRST TRUST ADVISORS LP 51,915 5,699,000 0.11%
258 COMERICA SECURITIES INC 52,069 5,716,000 0.11%
259 OPPENHEIMER ASSET MANAGEMENT INC. 52,553 5,770,000 0.11%
260 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 52,841 5,801,000 0.11%
261 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 54,648 5,999,000 0.12%
262 VOYA FINANCIAL ADVISORS, INC. 54,708 6,010,000 0.12%
263 CITIGROUP INC 55,280 6,069,000 0.12%
264 Private Advisor Group, LLC 56,025 6,129,000 0.12%
265 BOYS ARNOLD & CO INC 56,250 6,175,000 0.12%
266 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 56,936 6,250,000 0.12% PRN
267 PROBITY ADVISORS, INC. 56,991 6,256,000 0.12%
268 Evercore Wealth Management, LLC 60,210 6,610,000 0.13%
269 INTERACTIVE FINANCIAL ADVISORS, INC. 60,234 6,612,000 0.13%
270 Capital Analysts, LLC 61,490 6,750,389 0.13%
271 Cambridge Investment Research Advisors, Inc. 62,761 6,890,000 0.13%
272 MARINER INDEPENDENT ADVISOR NETWORK, LLC 63,458 6,966,000 0.14%
273 CONFLUENCE INVESTMENT MANAGEMENT LLC 66,141 7,261,000 0.14%
274 First Personal Financial Services 67,039 7,360,000 0.14%
275 MADISON INVESTMENT HOLDINGS INC 70,478 7,737,000 0.15%
276 ALLIANZ INVESTMENT MANAGEMENT LLC 72,096 7,915,000 0.15%
277 SUNTRUST BANKS INC 72,981 8,012,000 0.16%
278 GILBERT & COOK, INC. 73,554 8,075,000 0.16%
279 Commonwealth Equity Services, Inc 74,819 8,214,000 0.16%
280 SII INVESTMENTS INC/WI 76,623 8,425,000 0.16%
281 Quantum Capital Management, LLC / NJ 78,986 8,671,000 0.17%
282 AHL Partners LLP 80,000 8,782,000 0.17%
283 ETF Portfolio Partners, Inc. 81,809 8,981,000 0.17%
284 1834 INVESTMENT ADVISORS CO 82,169 9,021,000 0.18%
285 LADENBURG THALMANN FINANCIAL SERVICES INC. 82,809 9,090,000 0.18%
286 JANE STREET GROUP, LLC 83,753 9,194,000 0.18%
287 Orion Porfolio Solutions, LLC 86,500 9,496,000 0.18%
288 SNOWDEN CAPITAL ADVISORS LLC 86,879 9,537,577 0.19%
289 HM PAYSON & CO 89,661 9,843,000 0.19%
290 RONALD BLUE & CO LLC 93,534 10,268,000 0.20%
291 Raymond James Financial Services Advisors, Inc. 95,267 10,458,000 0.20%
292 BANK OF MONTREAL /CAN/ 95,690 10,505,000 0.20%
293 Acropolis Investment Management, LLC 97,643 10,719,000 0.21%
294 JPMORGAN CHASE & CO 112,067 12,303,000 0.24%
295 NewSquare Capital LLC 116,650 12,806,000 0.25%
296 TRUIST FINANCIAL CORP 124,150 13,629,000 0.26%
297 TELEMUS CAPITAL, LLC 126,974 13,939,000 0.27%
298 COMERICA BANK 134,028 14,763,000 0.29%
299 ETRADE Capital Management LLC 143,903 15,798,000 0.31%
300 QUATTRO FINANCIAL ADVISORS LLC 155,254 17,050,000 0.33%
Page 6 of 7

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.