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

Institutional Holders (2017Q2)
Portfolio Summary: 710 Institutional holders with a total value of $23,980,170,592.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Burt Wealth Advisors 430 50,000 0.00%
52 Winslow, Evans & Crocker, Inc. 431 50,181 0.00%
53 CITY HOLDING CO 434 51,000 0.00%
54 VALLEY NATIONAL ADVISERS INC 446 52,000 0.00%
55 TD Capital Management LLC 454 53,000 0.00%
56 MPS LORIA FINANCIAL PLANNERS, LLC 466 54,000 0.00%
57 ADVANTAGE INVESTMENT MANAGEMENT, LLC 484 56,000 0.00%
58 BELL ROCK CAPITAL LLC 477 56,000 0.00%
59 ASSET DEDICATION, LLC 497 58,000 0.00%
60 BALDWIN WEALTH PARTNERS LLC/MA 500 58,000 0.00%
61 HOWE & RUSLING INC 507 59,000 0.00%
62 NEXT Financial Group, Inc 506 59,000 0.00%
63 Barrett Asset Management, LLC 514 60,000 0.00%
64 MOTCO 526 61,000 0.00%
65 VERSANT CAPITAL MANAGEMENT, INC 546 63,000 0.00%
66 Lipe & Dalton 635 74,000 0.00%
67 Endurance Wealth Management, Inc. 647 75,000 0.00%
68 NewEdge Advisors, LLC 663 76,575 0.00%
69 JNBA Financial Advisors 680 79,000 0.00%
70 FUSION FAMILY WEALTH, LLC 690 80,000 0.00% SH
71 DUBUQUE BANK & TRUST CO 754 88,000 0.00%
72 WESTSIDE INVESTMENT MANAGEMENT, INC. 773 89,235 0.00%
73 KRILOGY FINANCIAL LLC 797 93,000 0.00%
74 JACKSON, GRANT INVESTMENT ADVISERS, INC. 803 93,000 0.00%
75 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 811 94,000 0.00%
76 CRIBSTONE CAPITAL MANAGEMENT, LLC 807 94,000 0.00%
77 Baystate Wealth Management LLC 854 99,000 0.00%
78 PATHSTONE FAMILY OFFICE, LLC 870 102,000 0.00%
79 THRIVENT FINANCIAL FOR LUTHERANS 892 103,000 0.00%
80 BDO WEALTH ADVISORS, LLC 938 109,000 0.00%
81 FERRIS CAPITAL, LLC 983 114,000 0.00%
82 ALMANACK INVESTMENT PARTNERS, LLC. 1,015 118,000 0.00%
83 FIRST COMMAND BANK 1,043 121,000 0.00%
84 FIRST COMMAND FINANCIAL SERVICES, INC. 1,043 121,000 0.00%
85 WEALTHCARE CAPITAL MANAGEMENT LLC 1,047 122,000 0.00%
86 Ledyard National Bank 1,098 128,000 0.00%
87 Private Ocean, LLC 1,116 130,000 0.00%
88 VESTOR CAPITAL, LLC 1,128 131,000 0.00%
89 SUTTON WEALTH ADVISORS INC. 1,139 132,614 0.00%
90 Cranbrook Wealth Management, LLC 1,154 134,000 0.00%
91 BARCLAYS PLC 1,200 140,000 0.00% Put
92 PEDDOCK CAPITAL ADVISORS, LLC 1,200 140,000 0.00% SH
93 D.A. DAVIDSON & CO. 1,268 147,000 0.00%
94 Farmers National Bank 1,410 164,000 0.00%
95 PROFICIO CAPITAL PARTNERS LLC 1,403 165,000 0.00%
96 ARMOR INVESTMENT ADVISORS, LLC 1,433 167,000 0.00%
97 Cassaday & Co Inc. 1,464 170,000 0.00%
98 REILLY FINANCIAL ADVISORS, LLC 1,600 186,000 0.00%
99 JFS WEALTH ADVISORS, LLC 1,615 188,000 0.00%
100 Allworth Financial LP 1,663 194,000 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.