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

Institutional Holders (2016Q2)
Portfolio Summary: 357 Institutional holders with a total value of $3,052,315,338.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ZIONS BANCORPORATION 1 0 0.00%
2 CUTLER GROUP LLC / CA 300 0 0.00% Put
3 Parallax Volatility Advisers, L.P. 1 0 0.00%
4 Vigilant Capital Management, LLC 4 1,000 0.00%
5 CUTLER GROUP LLC / CA 1,100 2,000 0.00% Call
6 FARMERS & MERCHANTS INVESTMENTS INC 9 2,000 0.00%
7 WFG Advisors, LP 20 3,000 0.00%
8 Catamount Wealth Management 22 4,000 0.00%
9 WEALTHCARE ADVISORY PARTNERS LLC 28 5,000 0.00%
10 ASSET DEDICATION, LLC 30 5,000 0.00%
11 Winslow, Evans & Crocker, Inc. 34 5,750 0.00%
12 Hudock, Inc. 45 7,000 0.00%
13 Argentus Capital Management, LLC 40 7,000 0.00%
14 SEVENBRIDGE FINANCIAL GROUP, LLC 50 8,000 0.00%
15 Commonwealth Financial Services, LLC 49 8,000 0.00%
16 Plante Moran Financial Advisors, LLC 47 8,000 0.00%
17 Edge Wealth Management LLC 55 9,000 0.00% SH
18 WHITTIER TRUST CO 60 10,000 0.00%
19 MCF Advisors LLC 57 10,000 0.00%
20 TRUST CO 66 11,000 0.00%
21 Archford Capital Strategies, LLC 82 14,000 0.00%
22 SUTTON WEALTH ADVISORS INC. 83 14,036 0.00%
23 KANALY TRUST CO 90 15,000 0.00%
24 KINGS POINT CAPITAL MANAGEMENT 89 15,000 0.00%
25 INTEGRATED WEALTH MANAGEMENT 101 17,000 0.00%
26 Parkside Financial Bank & Trust 105 18,000 0.00%
27 CENTRAL BANK & TRUST CO 110 19,000 0.00%
28 Orion Porfolio Solutions, LLC 116 20,000 0.00%
29 WEALTHPLAN PARTNERS, LLC 162 22,835 0.00%
30 DUBUQUE BANK & TRUST CO 137 23,000 0.00%
31 SIMPLEX TRADING, LLC 145 24,000 0.00%
32 MassMutual Private Wealth & Trust, FSB 150 25,366 0.00%
33 CENTRAL TRUST Co 160 27,000 0.00%
34 CWM, LLC 164 28,000 0.00%
35 JACKSON, GRANT INVESTMENT ADVISERS, INC. 165 28,000 0.00%
36 Tortoise Investment Management, LLC 169 29,000 0.00%
37 MOSAIC FAMILY WEALTH, LLC 176 30,000 0.00%
38 AMERICAN NATIONAL BANK & TRUST 175 30,000 0.00%
39 ASSETMARK, INC 202 34,000 0.00%
40 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 213 36,000 0.00%
41 WASHINGTON TRUST BANK 215 36,000 0.00%
42 TOMPKINS FINANCIAL CORP 216 37,000 0.00%
43 Glassman Wealth Services 232 39,000 0.00%
44 WOLVERINE TRADING LP /BD 245 40,675 0.00%
45 Evercore Wealth Management, LLC 290 49,000 0.00%
46 Bartlett & Co. LLC 325 55,000 0.00%
47 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 338 57,000 0.00%
48 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 340 57,000 0.00%
49 Endurance Wealth Management, Inc. 335 57,000 0.00%
50 MYCIO WEALTH PARTNERS, LLC 341 58,000 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.