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

Institutional Holders (2016Q4)
Portfolio Summary: 556 Institutional holders with a total value of $9,755,406,463.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 EARNEST PARTNERS LLC 6,172 0 0.00%
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 CUTLER GROUP LLC / CA 600 1,000 0.00% Call
4 Legacy Wealth Management, Inc 8 1,518 0.00%
5 BB&T INVESTMENT SERVICES, INC. 10 2,000 0.00%
6 LEGG MASON, INC. 10 2,000 0.00%
7 WELLS FARGO & COMPANY/MN 140 2,000 0.00% Put
8 CWM, LLC 15 3,000 0.00%
9 MACROVIEW INVESTMENT MANAGEMENT LLC 14 3,000 0.00%
10 Baltimore-Washington Financial Advisors, Inc. 28,349 5,070 0.00%
11 M&R CAPITAL MANAGEMENT INC 50 8,000 0.00%
12 VERSANT CAPITAL MANAGEMENT, INC 58 10,000 0.00%
13 FIRST COMMAND FINANCIAL SERVICES, INC. 54 10,000 0.00%
14 FIRST COMMAND BANK 54 10,000 0.00%
15 CRIBSTONE CAPITAL MANAGEMENT, LLC 60 11,000 0.00%
16 Endurance Wealth Management, Inc. 68 12,000 0.00%
17 FIRST PREMIER BANK 65 12,000 0.00%
18 Parkside Financial Bank & Trust 73 13,000 0.00%
19 Hirtle Callaghan & Co LLC 70 13,000 0.00%
20 ANCHOR INVESTMENT MANAGEMENT, LLC 75 13,415 0.00%
21 ASSET DEDICATION, LLC 93 17,000 0.00%
22 ADVANTAGE INVESTMENT MANAGEMENT, LLC 96 17,000 0.00%
23 Ledyard National Bank 100 18,000 0.00%
24 PFLUG KOORY, LLC 98 18,000 0.00%
25 PACIFIC CENTER FOR FINANCIAL SERVICES 112 20,000 0.00%
26 BARCLAYS PLC 116 21,000 0.00%
27 Focused Wealth Management, Inc 128 23,000 0.00%
28 Riggs Asset Managment Co. Inc. 141 25,000 0.00%
29 OMNIA FAMILY WEALTH, LLC 164 29,000 0.00%
30 CLEAR PERSPECTIVE ADVISORS, LLC 180 32,000 0.00%
31 Gradient Investments LLC 182 33,000 0.00%
32 PEOPLES FINANCIAL SERVICES CORP. 200 34,000 0.00%
33 MV CAPITAL MANAGEMENT, INC. 193 35,000 0.00%
34 KRILOGY FINANCIAL LLC 200 36,000 0.00%
35 PITTENGER & ANDERSON INC 207 37,000 0.00%
36 BlackRock Finance, Inc. 214 38,000 0.00%
37 GLOBAL RETIREMENT PARTNERS, LLC 224 40,000 0.00%
38 Kistler-Tiffany Companies, LLC 225 40,000 0.00%
39 BELLWETHER INVESTMENT GROUP, LLC 230 41,000 0.00%
40 Winslow, Evans & Crocker, Inc. 242 43,106 0.00%
41 REGAL WEALTH GROUP, INC. 252 45,000 0.00%
42 Hudock, Inc. 271 48,000 0.00%
43 First Personal Financial Services 284 51,000 0.00%
44 Perigon Wealth Management, LLC 280 53,000 0.00%
45 FIRST INTERSTATE BANK 300 54,000 0.00%
46 ROCKEFELLER FINANCIAL SERVICES INC 298 54,000 0.00%
47 Sunbelt Securities, Inc. 312 55,757 0.00%
48 GLEN EAGLE ADVISORS, LLC 330 58,956 0.00%
49 Allworth Financial LP 365 65,000 0.00%
50 AUA CAPITAL MANAGEMENT, LLC 368 66,000 0.00%
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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.