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

Institutional Holders (2016Q4)
Portfolio Summary: 93 Institutional holders with a total value of $288,500,706.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 ASSETMARK, INC 17 2,000 0.00%
3 ADVANTAGE INVESTMENT MANAGEMENT, LLC 16 2,000 0.00%
4 ELGETHUN CAPITAL MANAGEMENT 20 2,000 0.00%
5 SYNOVUS FINANCIAL CORP 64 7,000 0.00%
6 FIFTH THIRD BANCORP 68 8,000 0.00%
7 Ledyard National Bank 70 8,000 0.00%
8 Carroll Financial Associates, Inc. 74 8,000 0.00%
9 Hudock, Inc. 85 9,000 0.00%
10 Ironwood Financial, llc 100 11,000 0.00%
11 Ancora Advisors LLC 140 16,000 0.01%
12 JPMORGAN CHASE & CO 140 16,000 0.01%
13 US BANCORP \DE\ 140 16,000 0.01%
14 REILLY FINANCIAL ADVISORS, LLC 150 17,000 0.01%
15 North Star Investment Management Corp. 150 17,000 0.01%
16 BLUE GRANITE CAPITAL, LLC 150 17,000 0.01%
17 BB&T INVESTMENT SERVICES, INC. 162 18,000 0.01%
18 Compagnie Lombard Odier SCmA 200 22,000 0.01%
19 CITIGROUP INC 232 26,000 0.01%
20 Nelson Capital Management, LLC 240 27,000 0.01%
21 NEXT Financial Group, Inc 285 32,000 0.01%
22 YORKBRIDGE WEALTH PARTNERS, LLC 300 33,000 0.01%
23 Gemmer Asset Management LLC 295 33,000 0.01%
24 IBEX WEALTH ADVISORS 415 47,000 0.02%
25 Joel Isaacson & Co., LLC 423 47,000 0.02%
26 THRIVENT FINANCIAL FOR LUTHERANS 503 56,000 0.02%
27 IFP ADVISORS, INC 507 56,000 0.02%
28 BANK OF MONTREAL /CAN/ 661 71,000 0.02%
29 Manchester Capital Management LLC 870 96,000 0.03%
30 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 955 106,000 0.04%
31 LBA Wealth Management, LLC 1,025 113,000 0.04%
32 Winslow, Evans & Crocker, Inc. 1,036 114,706 0.04%
33 People's United Financial, Inc. 1,083 120,000 0.04%
34 Sandy Spring Bank 1,236 137,000 0.05%
35 IHT WEALTH MANAGEMENT, LLC 1,427 159,000 0.06%
36 AUA CAPITAL MANAGEMENT, LLC 1,464 162,000 0.06%
37 Creative Planning 1,482 164,000 0.06%
38 SONATA CAPITAL GROUP INC 1,900 210,000 0.07%
39 FMR LLC 2,106 234,000 0.08%
40 Maryland Capital Management 2,133 236,000 0.08%
41 DAVENPORT & Co LLC 2,318 256,000 0.09%
42 HUNTINGTON NATIONAL BANK 2,622 290,000 0.10% PRN
43 MONROE BANK & TRUST/MI 2,760 306,000 0.11%
44 ACG Wealth 3,125 346,000 0.12%
45 First Allied Advisory Services, Inc. 3,342 370,000 0.13%
46 Sigma Planning Corp 3,589 397,000 0.14%
47 FDx Advisors, Inc. 3,591 398,000 0.14%
48 Cambridge Investment Research Advisors, Inc. 3,643 403,000 0.14%
49 Virtu KCG Holdings LLC 3,959 438,000 0.15%
50 Cetera Advisors LLC 4,164 461,000 0.16%
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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.