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

Institutional Holders (2016Q2)
Portfolio Summary: 112 Institutional holders with a total value of $524,554,449.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Ameritas Investment Partners, Inc. 10,858 1,081,000 0.21%
52 Stratos Wealth Partners, LTD. 9,456 942,000 0.18%
53 ADVISOR GROUP, INC. 9,139 907,000 0.17%
54 Cetera Advisors LLC 8,626 855,000 0.16%
55 KANALY TRUST CO 8,240 820,000 0.16%
56 NewEdge Advisors, LLC 7,988 793,000 0.15%
57 CAPSTONE ASSET MANAGEMENT CO 7,445 741,000 0.14%
58 Sigma Planning Corp 7,330 730,000 0.14%
59 Cambridge Investment Research Advisors, Inc. 7,190 716,000 0.14%
60 Sumitomo Mitsui DS Asset Management Company, Ltd 7,189 715,000 0.14%
61 Horizon Investments, LLC 6,840 681,000 0.13%
62 FOUNDERS FINANCIAL SECURITIES LLC 6,446 642,000 0.12%
63 ASSETMARK, INC 5,354 533,000 0.10%
64 BAR HARBOR WEALTH MANAGEMENT 5,108 508,000 0.10%
65 AXA S.A. 5,055 503,000 0.10%
66 Pure Financial Advisors, LLC 4,793 477,000 0.09%
67 DAVENPORT & Co LLC 4,470 445,078 0.08%
68 HBK Sorce Advisory LLC 4,448 443,000 0.08%
69 CITIGROUP INC 4,415 440,000 0.08%
70 VSR Financial Services, Inc. 4,404 438,000 0.08%
71 MSI Financial Services Inc 3,018 300,000 0.06%
72 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 2,950 294,000 0.06%
73 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,934 292,000 0.06%
74 IFC Holdings Incorporated/FL 2,850 285,000 0.05%
75 FIRST NATIONAL BANK NORTH DAKOTA 2,797 278,000 0.05%
76 Private Advisor Group, LLC 2,686 270,000 0.05%
77 CIBC WORLD MARKET INC. 2,466 246,000 0.05%
78 Windham Capital Management, LLC 2,465 245,000 0.05%
79 Gateway Advisory, LLC 2,435 243,000 0.05%
80 CLEAR INVESTMENT RESEARCH, LLC 2,123 211,000 0.04%
81 CAPITAL ASSET ADVISORY SERVICES LLC 2,084 208,000 0.04%
82 US BANCORP \DE\ 1,727 172,000 0.03%
83 JPMORGAN CHASE & CO 1,657 165,000 0.03%
84 FORESTERS ASSET MANAGEMENT INC. 1,125 112,000 0.02%
85 HUSSMAN STRATEGIC ADVISORS, INC. 1,000 100,000 0.02%
86 TRUST DEPARTMENT MB FINANCIAL BANK N A 1,109 100,000 0.02%
87 IFP ADVISORS, INC 977 97,000 0.02%
88 INTEGRATED INVESTMENT CONSULTANTS, LLC 646 64,000 0.01%
89 Avior Wealth Management, LLC 635 63,000 0.01%
90 Cordasco Financial Network 630 63,000 0.01%
91 Argentus Capital Management, LLC 520 52,000 0.01%
92 Creative Planning 466 46,000 0.01%
93 Ruggie Capital Group 381 38,000 0.01%
94 BRONFMAN E.L. ROTHSCHILD, L.P. 298 30,000 0.01%
95 FIFTH THIRD BANCORP 250 25,000 0.00%
96 Vantage Investment Advisors, LLC 475 22,000 0.00%
97 PNC FINANCIAL SERVICES GROUP, INC. 203 20,000 0.00%
98 Ironwood Financial, llc 195 19,000 0.00%
99 BANK OF MONTREAL /CAN/ 187 19,000 0.00%
100 CRIBSTONE CAPITAL MANAGEMENT, LLC 147 15,000 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.