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

Institutional Holders (2016Q4)
Portfolio Summary: 667 Institutional holders with a total value of $12,885,302,960.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MACROVIEW INVESTMENT MANAGEMENT LLC 5 1,000 0.00%
2 ASSET DEDICATION, LLC 5 1,000 0.00%
3 TCI Wealth Advisors, Inc. 12 1,000 0.00%
4 PACIFIC CENTER FOR FINANCIAL SERVICES 8 1,000 0.00%
5 Barrett Asset Management, LLC 10 1,000 0.00%
6 Catamount Wealth Management 12 1,000 0.00%
7 Apriem Advisors 22 2,000 0.00%
8 VALLEY NATIONAL ADVISERS INC 15 2,000 0.00%
9 Portfolio Strategies Inc 21 2,000 0.00%
10 SEVENBRIDGE FINANCIAL GROUP, LLC 23 3,000 0.00%
11 SALEM INVESTMENT COUNSELORS INC 35 4,000 0.00%
12 FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA 36 4,074 0.00%
13 Sunbelt Securities, Inc. 45 5,093 0.00%
14 FIRST INTERSTATE BANK 50 6,000 0.00%
15 Oakworth Capital, Inc. 57 6,000 0.00%
16 FLORENCE CAPITAL ADVISORS, LLC 54 6,000 0.00%
17 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 99 11,000 0.00%
18 JNBA Financial Advisors 95 11,000 0.00%
19 CITIZENS FINANCIAL GROUP INC/DE 100 11,000 0.00%
20 Perkins Coie Trust Co 100 11,000 0.00%
21 KRILOGY FINANCIAL LLC 116 13,000 0.00%
22 LBA Wealth Management, LLC 121 14,000 0.00%
23 KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC 120 14,000 0.00%
24 DELTA ASSET MANAGEMENT LLC/TN 132 15,000 0.00%
25 PEOPLES FINANCIAL SERVICES CORP. 134 16,000 0.00%
26 MCKINLEY CAPITAL MANAGEMENT LLC 154 17,000 0.00%
27 Vigilant Capital Management, LLC 155 18,000 0.00%
28 ARROW FINANCIAL CORP 160 18,000 0.00%
29 FIRST COMMAND BANK 169 19,000 0.00%
30 FIRST COMMAND FINANCIAL SERVICES, INC. 169 19,000 0.00%
31 Financial Management Professionals, Inc. 200 22,000 0.00%
32 LAFFER TENGLER INVESTMENTS, INC. 200 22,634 0.00%
33 Stanford Investment Group, Inc. 200 23,000 0.00%
34 Tradewinds Capital Management, LLC 222 25,000 0.00%
35 Highlander Capital Management, LLC 228 26,000 0.00%
36 Financial Architects, Inc 241 27,000 0.00%
37 CT Financial Advisors LLC 255 28,858 0.00%
38 DUBUQUE BANK & TRUST CO 260 29,000 0.00%
39 OLD SECOND NATIONAL BANK OF AURORA 285 32,000 0.00%
40 BARCLAYS PLC 300 34,000 0.00% Put
41 Tortoise Investment Management, LLC 327 37,000 0.00%
42 Clearbridge Investments, LLC 335 38,000 0.00%
43 Capital Directions Investment Advisors, LLC 350 40,000 0.00%
44 Vantage Investment Advisors, LLC 386 44,000 0.00%
45 THOMPSON SIEGEL & WALMSLEY LLC 400 45,000 0.00%
46 HSBC HOLDINGS PLC 400 45,000 0.00% Call
47 KELMAN-LAZAROV, INC. 402 45,494 0.00%
48 Thomas J. Herzfeld Advisors, Inc. 410 46,000 0.00%
49 CITY HOLDING CO 416 47,000 0.00%
50 Ameritas Investment Partners, Inc. 432 48,000 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.