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

Institutional Holders (2016Q2)
Portfolio Summary: 97 Institutional holders with a total value of $314,996,161.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Perigon Wealth Management, LLC 25 2,000 0.00%
3 WHITTIER TRUST CO OF NEVADA INC 40 3,000 0.00%
4 Winslow, Evans & Crocker, Inc. 40 3,268 0.00%
5 OLD SECOND NATIONAL BANK OF AURORA 43 4,000 0.00%
6 MYCIO WEALTH PARTNERS, LLC 65 5,000 0.00%
7 DIVIDEND ASSETS CAPITAL, LLC 73 6,000 0.00%
8 BlackRock Finance, Inc. 83 7,000 0.00%
9 ANCHOR INVESTMENT MANAGEMENT, LLC 100 8,168 0.00%
10 Creative Planning 200 16,000 0.01%
11 JPMORGAN CHASE & CO 339 28,000 0.01%
12 INTEGRATED WEALTH MANAGEMENT 365 30,000 0.01%
13 GENEOS WEALTH MANAGEMENT INC. 370 30,000 0.01%
14 Advisory Services Network, LLC 463 38,000 0.01%
15 CWM, LLC 461 38,000 0.01%
16 Patten Group, Inc. 670 54,725 0.02%
17 FIFTH THIRD BANCORP 789 64,000 0.02%
18 MONETARY MANAGEMENT GROUP INC 925 76,000 0.02%
19 MCF Advisors LLC 1,233 101,000 0.03%
20 BROWN BROTHERS HARRIMAN & CO 1,774 145,000 0.05%
21 Carroll Financial Associates, Inc. 1,885 153,000 0.05%
22 PROFICIO CAPITAL PARTNERS LLC 3,770 161,000 0.05%
23 WBH ADVISORY INC 2,471 201,000 0.06%
24 AMERICAN ECONOMIC PLANNING GROUP INC /ADV 2,471 203,000 0.06%
25 ARMBRUSTER CAPITAL MANAGEMENT, INC. 2,600 212,000 0.07%
26 Heritage Wealth Advisors 2,600 212,000 0.07%
27 HOCHMAN COLE INVESTMENT ADVISORS, INC. 2,676 219,000 0.07%
28 ST GERMAIN D J CO INC 2,700 221,000 0.07%
29 SIGMA INVESTMENT COUNSELORS INC 2,862 234,000 0.07%
30 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,129 256,000 0.08%
31 Rehmann Capital Advisory Group 3,210 262,000 0.08%
32 WILLIAM HARRIS INVESTORS INC 3,600 294,000 0.09%
33 NICOLET BANKSHARES INC 3,647 298,000 0.09%
34 M&T BANK CORP 3,715 303,000 0.10%
35 CIM, LLC 3,769 308,000 0.10%
36 CITIGROUP INC 3,864 316,000 0.10%
37 Burt Wealth Advisors 3,955 323,000 0.10%
38 First Heartland Consultants, Inc. 4,040 330,000 0.10%
39 First Allied Advisory Services, Inc. 4,137 337,000 0.11%
40 SCHMIDT P J INVESTMENT MANAGEMENT INC 4,244 347,000 0.11%
41 HIGH FALLS ADVISORS, INC 4,487 364,000 0.12%
42 ROBLE, BELKO & COMPANY, INC 4,556 372,000 0.12%
43 Asset Management Group, Inc. 5,731 468,000 0.15%
44 Shamrock Asset Management LLC 6,279 513,000 0.16%
45 WHITTIER TRUST CO 6,335 517,000 0.16%
46 Cambridge Investment Research Advisors, Inc. 6,329 517,000 0.16%
47 BB&T SECURITIES, LLC 7,525 614,000 0.19%
48 Janney Montgomery Scott LLC 7,783 634,000 0.20%
49 Family Firm, Inc. 7,762 634,000 0.20%
50 Cetera Advisor Networks LLC 8,304 680,000 0.22%
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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.