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

Institutional Holders (2017Q1)
Portfolio Summary: 240 Institutional holders with a total value of $3,287,602,430.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 CUTLER GROUP LLC / CA 1,000 2,000 0.00% Put
3 FARMERS & MERCHANTS INVESTMENTS INC 9 2,000 0.00%
4 ASSET DEDICATION, LLC 30 6,000 0.00%
5 Ledyard National Bank 38 7,000 0.00%
6 Plante Moran Financial Advisors, LLC 47 9,000 0.00%
7 SALEM INVESTMENT COUNSELORS INC 55 10,000 0.00%
8 CREATIVE FINANCIAL DESIGNS INC /ADV 50 10,000 0.00%
9 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 60 11,455 0.00%
10 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 63 12,000 0.00%
11 WHITTIER TRUST CO 95 18,000 0.00%
12 MANUFACTURERS LIFE INSURANCE COMPANY, THE 128 24,000 0.00%
13 ASSETMARK, INC 125 24,000 0.00%
14 WASHINGTON TRUST BANK 135 26,000 0.00%
15 BESSEMER GROUP INC 137 26,000 0.00%
16 DUBUQUE BANK & TRUST CO 144 27,000 0.00%
17 CENTRAL TRUST Co 160 31,000 0.00%
18 SYNOVUS FINANCIAL CORP 173 33,000 0.00%
19 Parkside Financial Bank & Trust 187 36,000 0.00%
20 THOMPSON DAVIS & CO., INC. 214 41,000 0.00%
21 WFG Advisors, LP 225 43,000 0.00%
22 WEBSTER BANK, N. A. 230 44,000 0.00%
23 SOLARIS ASSET MANAGEMENT LLC 270 52,000 0.00%
24 Evercore Wealth Management, LLC 335 64,000 0.00%
25 Endurance Wealth Management, Inc. 346 66,000 0.00%
26 MassMutual Private Wealth & Trust, FSB 383 73,119 0.00%
27 AMERICAN NATIONAL BANK & TRUST 393 75,000 0.00%
28 TRUST CO OF VERMONT 432 82,000 0.00%
29 Smithfield Trust Co 459 88,000 0.00%
30 VALLEY NATIONAL ADVISERS INC 460 88,000 0.00%
31 MCRAE CAPITAL MANAGEMENT INC 466 89,000 0.00%
32 Financial Architects, Inc 600 115,000 0.00%
33 BB&T INVESTMENT SERVICES, INC. 729 140,000 0.00%
34 FIRST INTERSTATE BANK 765 146,000 0.00%
35 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 873 167,000 0.01%
36 People's United Financial, Inc. 952 182,000 0.01%
37 DUNCKER STREETT & CO INC 951 182,000 0.01%
38 DOWLING & YAHNKE LLC 1,066 204,000 0.01%
39 WEALTHCARE CAPITAL MANAGEMENT LLC 1,070 204,000 0.01%
40 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1,084 207,000 0.01%
41 ADVISORS MANAGEMENT GROUP INC /ADV 1,100 210,000 0.01%
42 Live Your Vision, LLC 1,117 213,000 0.01%
43 WELCH & FORBES LLC 1,140 218,000 0.01%
44 FAYEZ SAROFIM & CO 1,170 223,000 0.01%
45 Essex Financial Services, Inc. 1,219 233,000 0.01%
46 BURNS J W & CO INC/NY 1,250 239,000 0.01%
47 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,270 242,000 0.01%
48 Sterling Capital Management LLC 1,275 243,000 0.01%
49 HERITAGE INVESTORS MANAGEMENT CORP 1,291 246,000 0.01%
50 Summit Asset Management, LLC 1,345 257,000 0.01%
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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.