Dark
Light
System
Security
ISHARES TR
ISHARES TR. Institutional holdings reported to the SEC.

Institutional Holders (2017Q2)
Portfolio Summary: 279 Institutional holders with a total value of $4,492,797,230.
#
Manager Name
Shares
Value ($)
%
Options
Notes
201 STRATEGIC FINANCIAL GROUP, LLC 32,266 3,987,000 0.09%
202 SNOWDEN CAPITAL ADVISORS LLC 32,708 4,041,728 0.09%
203 Parkside Advisors LLC 33,010 4,079,000 0.09%
204 WHITTIER TRUST CO 33,727 4,167,000 0.09%
205 Carnegie Investment Counsel 34,592 4,284,000 0.10%
206 D.A. DAVIDSON & CO. 34,760 4,295,000 0.10%
207 1832 Asset Management L.P. 34,918 4,316,000 0.10%
208 BANK OF THE WEST 36,991 4,571,000 0.10%
209 BANK HAPOALIM BM 37,715 4,660,000 0.10% PRN
210 VOYA FINANCIAL ADVISORS, INC. 40,474 5,009,000 0.11%
211 MML INVESTORS SERVICES, INC. 41,103 5,079,000 0.11%
212 GLOBAL FINANCIAL PRIVATE CAPITAL, INC 42,963 5,309,000 0.12%
213 LADENBURG THALMANN FINANCIAL SERVICES INC. 43,214 5,340,000 0.12%
214 Barrington Strategic Wealth Management Group LLC 44,033 5,441,000 0.12%
215 MANUFACTURERS LIFE INSURANCE COMPANY, THE 44,347 5,480,000 0.12%
216 Swan Global Investments, LLC 49,586 6,127,000 0.14%
217 Lombard Odier Asset Management (Switzerland) SA 49,670 6,138,000 0.14%
218 Raub Brock Capital Management LP 50,405 6,229,000 0.14%
219 BANK OF MONTREAL /CAN/ 50,433 6,232,000 0.14%
220 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 50,803 6,278,000 0.14%
221 Stadion Money Management, LLC 51,511 6,365,000 0.14%
222 WOLVERINE TRADING LP /BD 52,120 6,450,000 0.14%
223 M&T BANK CORP 52,315 6,465,000 0.14%
224 VICUS CAPITAL 52,620 6,502,000 0.14%
225 Fund Evaluation Group, LLC 56,012 6,921,000 0.15%
226 GOLDMAN SACHS GROUP INC 61,056 7,545,000 0.17%
227 TD Ameritrade Trust Co 64,602 8,103,000 0.18%
228 ARS Investment Partners, LLC 70,451 8,706,000 0.19% SH
229 MANNING & NAPIER ADVISORS LLC 73,143 9,038,000 0.20% PRN
230 Raymond James Financial Services Advisors, Inc. 79,808 9,862,000 0.22%
231 REGIONS FINANCIAL CORP 79,951 9,880,000 0.22%
232 WEALTHCARE CAPITAL MANAGEMENT LLC 80,117 9,900,000 0.22%
233 JPMORGAN CHASE & CO 97,225 12,014,000 0.27%
234 RAYMOND JAMES & ASSOCIATES 104,348 12,894,000 0.29%
235 US BANCORP \DE\ 104,654 12,932,000 0.29%
236 BADGLEY PHELPS & BELL INC 106,040 13,103,000 0.29%
237 Atria Investments, Inc 107,077 13,232,000 0.29%
238 CAPE COD FIVE CENTS SAVINGS BANK 107,410 13,273,000 0.30%
239 Bangor Savings Bank 118,327 14,622,000 0.33%
240 EASTERN BANK 118,770 14,677,000 0.33%
241 WealthTrust Fairport, LLC 123,286 15,234,000 0.34%
242 LPL Financial LLC 123,838 15,303,000 0.34%
243 MADISON INVESTMENT HOLDINGS INC 125,812 15,547,000 0.35%
244 MEEDER ASSET MANAGEMENT INC 130,700 16,151,000 0.36%
245 RELATIVE VALUE PARTNERS GROUP, LLC 135,287 16,717,000 0.37%
246 Orion Porfolio Solutions, LLC 136,383 16,853,000 0.38%
247 HUNTINGTON NATIONAL BANK 144,420 17,846,000 0.40% PRN
248 SCS Capital Management LLC 160,251 19,802,000 0.44%
249 Visionary Asset Management, Inc. 168,566 20,830,000 0.46%
250 FMR LLC 207,189 25,602,000 0.57%
Page 5 of 6

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.