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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
251 Smith & Howard Wealth Management, LLC 4,682 545,000 0.00%
252 Dorsey & Whitney Trust CO LLC 4,735 551,000 0.00%
253 MAIRS & POWER INC 4,735 551,000 0.00%
254 DOYLE WEALTH MANAGEMENT 4,779 556,000 0.00%
255 RAND WEALTH, LLC 4,807 560,000 0.00%
256 CAPITAL CITY TRUST CO/FL 4,830 562,000 0.00%
257 Occidental Asset Management, LLC 4,826 562,000 0.00%
258 BRYN MAWR CAPITAL MANAGEMENT, LLC 4,892 570,000 0.00%
259 LAZARD ASSET MANAGEMENT LLC 4,916 572,000 0.00%
260 ROTHSCHILD & CO ASSET MANAGEMENT US INC. 5,025 585,000 0.00%
261 3D ASSET MANAGEMENT, INC 5,208 606,000 0.00%
262 BRIGHTWORTH 5,249 611,000 0.00%
263 Sterling Capital Management LLC 5,249 611,000 0.00%
264 Smithfield Trust Co 5,345 622,000 0.00%
265 WEDBUSH SECURITIES INC 5,377 626,000 0.00%
266 JOHANSON FINANCIAL ADVISORS, INC. 5,392 629,000 0.00%
267 BEACON FINANCIAL GROUP 5,416 630,000 0.00%
268 Laird Norton Wetherby Wealth Management, LLC 5,420 631,000 0.00%
269 GIRARD ADVISORY SERVICES, LLC 5,467 637,000 0.00% SH
270 KINGSVIEW WEALTH MANAGEMENT, LLC 5,506 641,000 0.00%
271 CAPITAL ASSET ADVISORY SERVICES LLC 5,539 644,000 0.00%
272 WOLVERINE TRADING LP /BD 5,600 651,000 0.00% Put
273 Glenview Trust Co 5,587 651,000 0.00%
274 SIGNATUREFD, LLC 5,637 656,000 0.00%
275 BARCLAYS PLC 5,671 660,000 0.00%
276 LAU ASSOCIATES LLC 5,730 667,000 0.00%
277 Dakota Wealth Management 5,727 667,000 0.00%
278 BOK Financial Private Wealth, Inc. 5,780 673,000 0.00%
279 CAMBRIDGE TRUST CO 5,797 675,000 0.00%
280 COLDSTREAM CAPITAL MANAGEMENT INC 5,837 680,000 0.00%
281 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 5,869 683,000 0.00%
282 REDW STANLEY FINANCIAL ADVISORS LLC 5,896 686,000 0.00%
283 FARMERS & MERCHANTS INVESTMENTS INC 5,904 687,000 0.00%
284 Choate Investment Advisors 5,940 691,594 0.00%
285 Confluence Wealth Management LLC 5,946 692,000 0.00%
286 ARTHUR ZASKE & ASSOCIATES, LLC 5,958 694,000 0.00%
287 WAYNE HUMMER INVESTMENTS L.L.C. 6,055 705,000 0.00%
288 Madden Advisory Services, Inc. 6,122 712,000 0.00%
289 Sigma Planning Corp 6,151 716,000 0.00%
290 YORKBRIDGE WEALTH PARTNERS, LLC 6,120 718,000 0.00%
291 FIRST NATIONAL TRUST CO 6,177 719,000 0.00%
292 Boston Trust Walden Corp 6,207 723,000 0.00%
293 FIRST FINANCIAL CORP /IN/ 6,340 738,000 0.00%
294 AE WEALTH MANAGEMENT LLC 6,418 747,000 0.00%
295 WEALTHCARE ADVISORY PARTNERS LLC 6,424 748,000 0.00%
296 PINNACLE FINANCIAL PARTNERS INC 6,490 756,000 0.00%
297 STEELBRIDGE PRIVATE WEALTH ADVISORS LLC 6,592 767,000 0.00%
298 EXENCIAL WEALTH ADVISORS, LLC 6,595 768,000 0.00%
299 MADISON INVESTMENT HOLDINGS INC 6,701 780,000 0.00%
300 MIDDLETON & CO INC/MA 6,738 785,000 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.