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
51 TELEMUS CAPITAL, LLC 126,974 13,939,000 0.27%
52 TRUIST FINANCIAL CORP 124,150 13,629,000 0.26%
53 NewSquare Capital LLC 116,650 12,806,000 0.25%
54 JPMORGAN CHASE & CO 112,067 12,303,000 0.24%
55 Acropolis Investment Management, LLC 97,643 10,719,000 0.21%
56 BANK OF MONTREAL /CAN/ 95,690 10,505,000 0.20%
57 Raymond James Financial Services Advisors, Inc. 95,267 10,458,000 0.20%
58 RONALD BLUE & CO LLC 93,534 10,268,000 0.20%
59 HM PAYSON & CO 89,661 9,843,000 0.19%
60 SNOWDEN CAPITAL ADVISORS LLC 86,879 9,537,577 0.19%
61 Orion Porfolio Solutions, LLC 86,500 9,496,000 0.18%
62 JANE STREET GROUP, LLC 83,753 9,194,000 0.18%
63 LADENBURG THALMANN FINANCIAL SERVICES INC. 82,809 9,090,000 0.18%
64 1834 INVESTMENT ADVISORS CO 82,169 9,021,000 0.18%
65 ETF Portfolio Partners, Inc. 81,809 8,981,000 0.17%
66 AHL Partners LLP 80,000 8,782,000 0.17%
67 Quantum Capital Management, LLC / NJ 78,986 8,671,000 0.17%
68 SII INVESTMENTS INC/WI 76,623 8,425,000 0.16%
69 Commonwealth Equity Services, Inc 74,819 8,214,000 0.16%
70 GILBERT & COOK, INC. 73,554 8,075,000 0.16%
71 SUNTRUST BANKS INC 72,981 8,012,000 0.16%
72 ALLIANZ INVESTMENT MANAGEMENT LLC 72,096 7,915,000 0.15%
73 MADISON INVESTMENT HOLDINGS INC 70,478 7,737,000 0.15%
74 First Personal Financial Services 67,039 7,360,000 0.14%
75 CONFLUENCE INVESTMENT MANAGEMENT LLC 66,141 7,261,000 0.14%
76 MARINER INDEPENDENT ADVISOR NETWORK, LLC 63,458 6,966,000 0.14%
77 Cambridge Investment Research Advisors, Inc. 62,761 6,890,000 0.13%
78 Capital Analysts, LLC 61,490 6,750,389 0.13%
79 INTERACTIVE FINANCIAL ADVISORS, INC. 60,234 6,612,000 0.13%
80 Evercore Wealth Management, LLC 60,210 6,610,000 0.13%
81 PROBITY ADVISORS, INC. 56,991 6,256,000 0.12%
82 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 56,936 6,250,000 0.12% PRN
83 BOYS ARNOLD & CO INC 56,250 6,175,000 0.12%
84 Private Advisor Group, LLC 56,025 6,129,000 0.12%
85 CITIGROUP INC 55,280 6,069,000 0.12%
86 VOYA FINANCIAL ADVISORS, INC. 54,708 6,010,000 0.12%
87 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 54,648 5,999,000 0.12%
88 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 52,841 5,801,000 0.11%
89 OPPENHEIMER ASSET MANAGEMENT INC. 52,553 5,770,000 0.11%
90 COMERICA SECURITIES INC 52,069 5,716,000 0.11%
91 FIRST TRUST ADVISORS LP 51,915 5,699,000 0.11%
92 Atria Investments, Inc 50,987 5,597,000 0.11%
93 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 49,909 5,479,000 0.11%
94 BB&T SECURITIES, LLC 49,801 5,467,000 0.11%
95 Destination Wealth Management 49,156 5,396,000 0.10%
96 Perella Weinberg Partners Capital Management LP 48,700 5,346,000 0.10%
97 Aspen Investment Management Inc 47,580 5,223,000 0.10%
98 WOLVERINE TRADING LP /BD 47,020 5,166,000 0.10%
99 PALLADIUM PARTNERS LLC 45,900 5,039,000 0.10%
100 Aviance Capital Partners, LLC 45,795 5,027,000 0.10%
Page 2 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.