Dark
Light
System
Security
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
551 GENEOS WEALTH MANAGEMENT INC. 2,540 295,000 0.00%
552 BLUE GRANITE CAPITAL, LLC 2,518 293,000 0.00%
553 GARDINER NANCY B 2,495 291,000 0.00%
554 THRESHOLD GROUP LLC 2,482 289,000 0.00%
555 MERIDIAN WEALTH MANAGEMENT, LLC 2,432 283,000 0.00%
556 SVA Wealth Management, LLC 2,432 283,000 0.00%
557 LOWE BROCKENBROUGH & CO INC 2,428 283,000 0.00%
558 ROCKLAND TRUST CO 2,433 283,000 0.00%
559 FRONT BARNETT ASSOCIATES LLC 2,430 283,000 0.00%
560 Canal Capital Management, LLC 2,400 279,000 0.00%
561 PALLADIUM PARTNERS LLC 2,381 277,000 0.00%
562 Retirement Planning Group, LLC 2,371 276,000 0.00%
563 CWM, LLC 2,363 275,000 0.00%
564 RGT CAPITAL MANAGEMENT, LTD. 2,359 275,000 0.00%
565 LEGACY ADVISORS, LLC 2,355 274,000 0.00%
566 FIRST MANHATTAN CO. LLC. 2,353 273,000 0.00%
567 SVENSKA HANDELSBANKEN AB (PUBL) 2,331 271,000 0.00%
568 KELMAN-LAZAROV, INC. 2,325 271,000 0.00%
569 ALPINE GROUP USVI, LLC 2,300 268,000 0.00%
570 Alpine Global Management, LLC 2,300 268,000 0.00%
571 KOVITZ INVESTMENT GROUP PARTNERS, LLC 2,295 267,000 0.00%
572 CAPTRUST FINANCIAL ADVISORS 2,286 266,000 0.00%
573 CONDOR CAPITAL MANAGEMENT 2,266 264,000 0.00%
574 FIRST AMERICAN TRUST, FSB 2,254 262,000 0.00%
575 Accredited Investors Inc. 2,238 261,000 0.00%
576 Bridgewater Wealth & Financial Management, LLC 2,209 257,000 0.00%
577 GUIDANT WEALTH ADVISORS 2,189 252,000 0.00%
578 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 2,157 251,000 0.00%
579 Regal Investment Advisors LLC 2,140 249,000 0.00%
580 Gibson Capital, LLC 2,146 247,000 0.00%
581 LAUREL WEALTH ADVISORS, INC. 2,127 247,000 0.00%
582 Formidable Asset Management, LLC 2,097 244,000 0.00%
583 M&R CAPITAL MANAGEMENT INC 2,108 242,000 0.00%
584 WEALTHSOURCE PARTNERS, LLC 2,073 241,000 0.00%
585 DOWLING & YAHNKE LLC 2,049 239,000 0.00%
586 FormulaFolio Investments, LLC 2,054 239,000 0.00%
587 PETTYJOHN, WOOD & WHITE, INC 2,008 234,000 0.00%
588 ZEKE CAPITAL ADVISORS, LLC 2,000 233,000 0.00%
589 HCR WEALTH ADVISORS 1,998 233,000 0.00%
590 NAPLES GLOBAL ADVISORS, LLC 1,994 232,000 0.00%
591 NORTHSTAR INVESTMENT ADVISORS LLC 1,996 232,000 0.00%
592 Arete Wealth Advisors, LLC 1,972 230,000 0.00%
593 CONNECTICUT WEALTH MANAGEMENT, LLC 1,995 230,000 0.00%
594 Bank OZK 1,965 229,000 0.00%
595 CAVALIER INVESTMENTS, LLC 1,981 228,000 0.00%
596 Gemmer Asset Management LLC 1,944 226,000 0.00%
597 TEALWOOD ASSET MANAGEMENT INC 1,936 225,000 0.00%
598 SHEPHERD FINANCIAL PARTNERS LLC 1,944 224,000 0.00%
599 KCM INVESTMENT ADVISORS LLC 1,882 219,000 0.00%
600 Intersect Capital LLC 1,867 217,000 0.00%
Page 12 of 15

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.