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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 BOK Financial Private Wealth, Inc. 2,404 297,000 0.01%
202 Concert Wealth Management Inc. 2,389 295,000 0.01%
203 Peak Asset Management, LLC 2,319 287,000 0.01%
204 CAPTRUST FINANCIAL ADVISORS 2,250 278,000 0.01%
205 KRILOGY FINANCIAL LLC 2,249 278,000 0.01%
206 CITIGROUP INC 2,211 273,000 0.01%
207 STABLEFORD CAPITAL II LLC 2,171 268,000 0.01%
208 HighTower Advisors, LLC 2,172 267,000 0.01%
209 Sequoia Financial Advisors, LLC 2,111 261,000 0.01%
210 FIFTH THIRD BANCORP 2,094 259,000 0.01%
211 Coastline Trust Co 2,083 257,000 0.01%
212 SADOFF INVESTMENT MANAGEMENT LLC 2,040 252,000 0.01%
213 HIGHLAND PRIVATE WEALTH MANAGEMENT 2,032 251,000 0.01%
214 Knowledge Leaders Capital, LLC 2,030 251,000 0.01%
215 CITADEL ADVISORS LLC 2,000 247,000 0.01% Put
216 WAYNE HUMMER INVESTMENTS L.L.C. 1,975 244,000 0.01%
217 AE WEALTH MANAGEMENT LLC 1,959 242,000 0.01%
218 Tarbox Family Office, Inc. 1,917 237,000 0.01%
219 Dorsey & Whitney Trust CO LLC 1,885 233,000 0.01%
220 HSBC HOLDINGS PLC 1,888 233,000 0.01%
221 JOHNSON FINANCIAL GROUP, LLC 1,885 232,000 0.01%
222 S. R. Schill & Associates 1,776 219,000 0.00%
223 KINGSVIEW WEALTH MANAGEMENT, LLC 1,678 207,000 0.00%
224 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1,659 205,000 0.00%
225 Avidian Wealth Enterprises, LLC 1,663 205,000 0.00%
226 GOOD LIFE ADVISORS, LLC 1,663 202,000 0.00%
227 Hanson & Doremus Investment Management 1,311 162,000 0.00%
228 SG Americas Securities, LLC 1,209 149,000 0.00%
229 Smith Affiliated Capital Corp. 1,125 139,016 0.00% PRN
230 Creative Planning 1,046 129,000 0.00%
231 Cranbrook Wealth Management, LLC 960 119,000 0.00%
232 BNP PARIBAS FINANCIAL MARKETS 910 112,449 0.00%
233 Perkins Coie Trust Co 864 107,000 0.00%
234 BELL ROCK CAPITAL LLC 774 92,000 0.00%
235 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 664 82,000 0.00%
236 Clearbridge Investments, LLC 648 80,000 0.00%
237 Parkside Financial Bank & Trust 562 69,000 0.00%
238 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 533 65,863 0.00%
239 GENEOS WEALTH MANAGEMENT INC. 523 64,000 0.00%
240 GIERL AUGUSTINE INVESTMENT MANAGEMENT INC 442 55,000 0.00%
241 Financial Architects, Inc 441 54,000 0.00%
242 Independent Portfolio Consultants, Inc. 420 52,000 0.00%
243 Barrett Asset Management, LLC 416 51,000 0.00%
244 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 331 40,000 0.00%
245 PARALLEL ADVISORS, LLC 316 39,000 0.00%
246 Advisory Services Network, LLC 275 34,000 0.00%
247 BB&T INVESTMENT SERVICES, INC. 277 34,000 0.00%
248 SYNOVUS FINANCIAL CORP 207 26,000 0.00%
249 JACOBI CAPITAL MANAGEMENT LLC 195 24,000 0.00%
250 CUTLER GROUP LLC / CA 200 24,000 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.