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

Institutional Holders (2016Q3)
Portfolio Summary: 112 Institutional holders with a total value of $425,250,968.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Transamerica Financial Advisors, LLC 1 1,000 0.00%
3 ADIRONDACK TRUST CO 22 3,000 0.00%
4 Bray Capital Advisors 30 3,000 0.00%
5 MV CAPITAL MANAGEMENT, INC. 48 5,000 0.00%
6 Gradient Investments LLC 53 6,000 0.00%
7 WHITTIER TRUST CO OF NEVADA INC 50 6,000 0.00%
8 Hartford Financial Management Inc. 57 6,000 0.00%
9 Ironwood Financial, llc 65 7,000 0.00%
10 MANUFACTURERS LIFE INSURANCE COMPANY, THE 81 9,000 0.00%
11 DUNCKER STREETT & CO INC 100 11,000 0.00%
12 WESPAC ADVISORS SOCAL, LLC 100 11,435 0.00%
13 Advisory Services Network, LLC 116 13,000 0.00%
14 RPG FAMILY WEALTH ADVISORY, LLC 170 19,439 0.00%
15 Brick & Kyle, Associates 200 23,000 0.01%
16 Barrett Asset Management, LLC 200 23,000 0.01%
17 SARGENT BICKHAM LAGUDIS LLC 238 27,000 0.01%
18 AlphaMark Advisors, LLC 250 29,000 0.01% SH
19 Gemmer Asset Management LLC 258 30,000 0.01%
20 Winfield Associates, Inc. 260 30,000 0.01%
21 CITIGROUP INC 261 30,000 0.01%
22 Evercore Wealth Management, LLC 278 32,000 0.01%
23 Mariner, LLC 354 41,000 0.01%
24 BANK OF MONTREAL /CAN/ 360 41,000 0.01%
25 JPMORGAN CHASE & CO 410 47,000 0.01%
26 BRONFMAN E.L. ROTHSCHILD, L.P. 491 56,000 0.01%
27 GLENMEDE TRUST CO NA 550 62,000 0.01%
28 NEXT Financial Group, Inc 565 65,000 0.02%
29 Winslow, Evans & Crocker, Inc. 776 88,622 0.02%
30 Parkside Financial Bank & Trust 1,000 114,000 0.03%
31 People's United Financial, Inc. 1,000 114,000 0.03%
32 CAPITAL GUARDIAN TRUST CO 1,183 135,000 0.03%
33 Tower Research Capital LLC (TRC) 1,199 137,000 0.03%
34 US BANCORP \DE\ 1,226 140,000 0.03%
35 GENEOS WEALTH MANAGEMENT INC. 1,260 144,000 0.03%
36 CWM, LLC 1,507 172,000 0.04%
37 BB&T SECURITIES, LLC 1,778 203,000 0.05%
38 LBA Wealth Management, LLC 1,780 204,000 0.05%
39 CHEMICAL BANK 1,814 207,000 0.05%
40 FMR LLC 1,854 210,000 0.05%
41 GIRARD SECURITIES, INC. 1,842 211,000 0.05%
42 BREMER TRUST NATIONAL ASSOCIATION 1,891 216,000 0.05%
43 FDx Advisors, Inc. 2,004 229,000 0.05%
44 Cetera Advisors LLC 2,093 237,000 0.06%
45 Concert Wealth Management Inc. 2,195 249,000 0.06%
46 WEALTHSOURCE PARTNERS, LLC 2,213 253,000 0.06%
47 VOYA FINANCIAL ADVISORS, INC. 2,234 254,000 0.06%
48 Essex Financial Services, Inc. 2,386 273,000 0.06%
49 RAND WEALTH, LLC 2,760 316,000 0.07%
50 Bank of New York Mellon Corp 2,887 330,000 0.08%
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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.