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

Institutional Holders (2016Q4)
Portfolio Summary: 388 Institutional holders with a total value of $3,462,065,935.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 100 0 0.00% Put
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 CUTLER GROUP LLC / CA 100 0 0.00% Call
4 IHT WEALTH MANAGEMENT, LLC 4 1,000 0.00%
5 FARMERS & MERCHANTS INVESTMENTS INC 9 2,000 0.00%
6 CLEAR PERSPECTIVE ADVISORS, LLC 15 3,000 0.00%
7 Hudock, Inc. 19 3,000 0.00%
8 Catamount Wealth Management 22 4,000 0.00%
9 Hanson & Doremus Investment Management 26 4,737 0.00%
10 ASSET DEDICATION, LLC 30 5,000 0.00%
11 IBEX WEALTH ADVISORS 35 6,000 0.00%
12 Winslow, Evans & Crocker, Inc. 34 6,196 0.00%
13 Ancora Advisors LLC 50 9,000 0.00%
14 SEVENBRIDGE FINANCIAL GROUP, LLC 50 9,000 0.00%
15 Plante Moran Financial Advisors, LLC 47 9,000 0.00%
16 MCF Advisors LLC 56 10,000 0.00%
17 Edge Wealth Management LLC 55 10,000 0.00%
18 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 56 10,000 0.00%
19 SALEM INVESTMENT COUNSELORS INC 55 10,000 0.00%
20 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 60 11,000 0.00%
21 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 63 11,000 0.00%
22 GUIDANT WEALTH ADVISORS 62 11,000 0.00%
23 TRUST CO 66 12,000 0.00%
24 CAPTRUST FINANCIAL ADVISORS 78 14,000 0.00%
25 Archford Capital Strategies, LLC 82 14,000 0.00%
26 SUTTON WEALTH ADVISORS INC. 83 15,123 0.00%
27 KANALY TRUST CO 90 16,000 0.00%
28 Orion Porfolio Solutions, LLC 86 16,000 0.00%
29 WHITTIER TRUST CO 95 17,000 0.00%
30 Camarda Financial Advisors, LLC 107 19,000 0.00%
31 CREATIVE FINANCIAL DESIGNS INC /ADV 106 19,000 0.00%
32 CWM, LLC 111 20,000 0.00%
33 WASHINGTON TRUST BANK 148 27,000 0.00%
34 MassMutual Private Wealth & Trust, FSB 150 27,330 0.00%
35 Baystate Wealth Management LLC 149 28,000 0.00%
36 JACKSON, GRANT INVESTMENT ADVISERS, INC. 166 30,000 0.00%
37 CENTRAL TRUST Co 164 30,000 0.00%
38 Tortoise Investment Management, LLC 169 31,000 0.00%
39 MOSAIC FAMILY WEALTH, LLC 176 32,000 0.00%
40 Parkside Financial Bank & Trust 187 34,000 0.00%
41 THOMPSON DAVIS & CO., INC. 214 39,000 0.00%
42 TOMPKINS FINANCIAL CORP 216 39,000 0.00%
43 Cornerstone Advisors, Inc. 215 39,000 0.00%
44 ASSETMARK, INC 225 41,000 0.00%
45 EDGE ADVISORS, LLC 233 42,000 0.00%
46 WEBSTER BANK, N. A. 230 42,000 0.00%
47 BELL ROCK CAPITAL LLC 226 43,000 0.00%
48 WFG Advisors, LP 242 44,000 0.00%
49 MANUFACTURERS LIFE INSURANCE COMPANY, THE 246 45,000 0.00%
50 ARMOR INVESTMENT ADVISORS, LLC 268 49,000 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.