Dark
Light
System
Security
ISHARES TR
ISHARES TR. Institutional holdings reported to the SEC.

Institutional Holders (2017Q2)
Portfolio Summary: 278 Institutional holders with a total value of $2,063,608,194.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 GLOBAL RETIREMENT PARTNERS, LLC 856 87,000 0.00%
52 RESOURCES INVESTMENT ADVISORS, INC. 900 91,000 0.00%
53 GLENMEDE TRUST CO NA 1,000 98,000 0.00%
54 People's United Financial, Inc. 985 100,000 0.00%
55 Capital Analysts, LLC 1,000 101,120 0.00%
56 DUNCKER STREETT & CO INC 1,004 102,000 0.00%
57 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1,045 105,670 0.01%
58 Winslow, Evans & Crocker, Inc. 1,142 115,353 0.01%
59 INTERACTIVE FINANCIAL ADVISORS, INC. 1,379 139,000 0.01%
60 BARCLAYS PLC 1,390 141,000 0.01%
61 BANK OF MONTREAL /CAN/ 1,410 143,000 0.01%
62 GENEOS WEALTH MANAGEMENT INC. 1,546 156,000 0.01%
63 First Horizon Advisors, Inc. 1,589 160,000 0.01%
64 Bartlett & Co. LLC 1,590 161,000 0.01%
65 Harbour Capital Advisors, LLC 16,280 161,000 0.01%
66 SECURITY NATIONAL TRUST CO 1,600 162,000 0.01%
67 North Star Investment Management Corp. 1,700 172,000 0.01%
68 Johnson Financial Group, Inc. 2,000 202,000 0.01%
69 Fiera Capital Corp 1,999 202,000 0.01%
70 FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA 2,000 202,240 0.01%
71 AUSDAL FINANCIAL PARTNERS, INC. 2,008 203,000 0.01%
72 MILLIE CAPITAL MANAGEMENT, LLC 2,025 205,000 0.01%
73 Coastline Trust Co 2,070 209,000 0.01%
74 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 2,090 211,000 0.01%
75 RGT CAPITAL MANAGEMENT, LTD. 2,087 211,000 0.01%
76 Homrich & Berg 2,100 212,000 0.01%
77 COLDSTREAM CAPITAL MANAGEMENT INC 2,137 216,000 0.01%
78 PRIVATE TRUST CO NA 2,186 221,000 0.01%
79 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2,227 225,000 0.01%
80 PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 2,270 230,000 0.01%
81 CYPRESS CAPITAL MANAGEMENT LLC 2,339 237,000 0.01%
82 BAR HARBOR WEALTH MANAGEMENT 2,343 237,000 0.01%
83 Neuberger Berman Group LLC 2,350 238,000 0.01%
84 WESPAC ADVISORS SOCAL, LLC 2,365 239,000 0.01%
85 BB&T SECURITIES, LLC 2,425 245,000 0.01%
86 WBI INVESTMENTS, LLC 2,436 246,000 0.01%
87 Prospera Financial Services Inc 2,474 249,000 0.01%
88 Dorsey & Whitney Trust CO LLC 2,515 254,000 0.01%
89 MAIRS & POWER INC 2,515 254,000 0.01%
90 PEAPACK GLADSTONE FINANCIAL CORP 2,514 254,216 0.01%
91 MANAGED ACCOUNT SERVICES INC 2,610 264,000 0.01%
92 Sequoia Financial Advisors, LLC 2,636 267,000 0.01%
93 IHT WEALTH MANAGEMENT, LLC 6,263 270,000 0.01%
94 Whitegate Investment Counselors, Inc. 2,720 275,000 0.01%
95 NORTHSTAR ASSET MANAGEMENT Co 2,780 281,000 0.01%
96 Texas Yale Capital Corp. 2,800 283,000 0.01%
97 BRIDGEWORTH, LLC 2,965 291,000 0.01%
98 ASPIRIANT, LLC 2,967 300,000 0.01%
99 Crossvault Capital Management LLC 2,981 301,000 0.01%
100 Autus Asset Management, LLC 2,978 301,000 0.01%
Page 2 of 6

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.