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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
101 Autus Asset Management, LLC 2,978 301,000 0.01%
102 D.A. DAVIDSON & CO. 2,994 302,000 0.01%
103 ROPES WEALTH ADVISORS LLC 3,025 306,000 0.01%
104 JAMES INVESTMENT RESEARCH, INC. 3,050 308,000 0.01%
105 Haverford Trust Co 3,083 312,000 0.02%
106 PRIVATE ADVISORY GROUP LLC 3,121 316,000 0.02% SH
107 BAHL & GAYNOR INC 3,136 317,000 0.02%
108 FINANCIAL COUNSELORS INC 3,214 325,000 0.02%
109 FIRST FOUNDATION ADVISORS 3,233 327,000 0.02%
110 BURKE & HERBERT BANK & TRUST CO 3,325 336,000 0.02%
111 COLORADO CAPITAL MANAGEMENT, INC. 3,343 338,000 0.02%
112 CREDIT SUISSE AG/ 3,355 339,000 0.02%
113 ASSOCIATED BANC-CORP 3,377 341,000 0.02%
114 3D ASSET MANAGEMENT, INC 3,451 349,000 0.02%
115 BOKF, NA 3,490 353,000 0.02%
116 FIRST NATIONAL BANK OF OMAHA 3,527 357,000 0.02%
117 NICOLET BANKSHARES INC 3,544 358,000 0.02%
118 WOLVERINE TRADING LP /BD 3,600 364,000 0.02% Put
119 Sigma Planning Corp 3,687 373,000 0.02%
120 REGIONS FINANCIAL CORP 3,763 380,000 0.02%
121 SHARKEY, HOWES & JAVER 3,767 381,000 0.02%
122 BUCKINGHAM STRATEGIC WEALTH, LLC 4,039 408,000 0.02%
123 WATERS PARKERSON & CO., LLC 4,193 424,000 0.02%
124 Advisory Services Network, LLC 4,258 431,000 0.02%
125 VOYA FINANCIAL ADVISORS, INC. 4,261 431,000 0.02%
126 JANE STREET GROUP, LLC 4,268 432,000 0.02%
127 COMMERCE BANK 4,320 437,000 0.02%
128 Summit Financial Strategies, Inc. 4,389 444,000 0.02%
129 NewEdge Advisors, LLC 4,548 448,158 0.02%
130 FIFTH THIRD SECURITIES INC //OH /BD 4,497 454,000 0.02%
131 SOWELL FINANCIAL SERVICES LLC 4,580 464,000 0.02%
132 Roof Eidam Maycock Peralta, LLC 4,635 469,000 0.02%
133 STERLING INVESTMENT ADVISORS, LTD. 4,850 490,000 0.02%
134 American Investment Services, Inc. 5,143 520,000 0.03%
135 NEXT Financial Group, Inc 5,308 537,000 0.03%
136 KALOS MANAGEMENT, INC. 5,939 600,000 0.03%
137 IFP ADVISORS, INC 6,050 612,000 0.03%
138 BANQUE PICTET & CIE SA 6,380 645,000 0.03%
139 HOLDERNESS INVESTMENTS CO 6,529 660,000 0.03%
140 Capital Advisors, Ltd. LLC 6,555 663,000 0.03%
141 ARS Investment Partners, LLC 6,575 665,000 0.03% SH
142 UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,587 666,000 0.03%
143 Essex Financial Services, Inc. 6,708 678,000 0.03%
144 Osborn Williams & Donohoe LLC 6,700 678,000 0.03%
145 Diversified Portfolios, Inc. 7,157 724,000 0.04%
146 JOYN Advisors, Inc. 7,255 734,000 0.04%
147 CETERA INVESTMENT ADVISERS 7,287 739,000 0.04%
148 Cetera Advisors LLC 7,287 739,000 0.04%
149 Mosaic Financial Partners, Inc. 7,333 742,000 0.04%
150 Partnervest Advisory Services LLC 7,380 746,000 0.04%
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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.