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

Institutional Holders (2016Q3)
Portfolio Summary: 105 Institutional holders with a total value of $362,116,905.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 2 0 0.00%
2 Perigon Wealth Management, LLC 50 2,000 0.00%
3 BlackRock Finance, Inc. 76 3,000 0.00%
4 WHITTIER TRUST CO OF NEVADA INC 80 3,000 0.00%
5 Winslow, Evans & Crocker, Inc. 80 3,404 0.00%
6 OLD SECOND NATIONAL BANK OF AURORA 86 4,000 0.00%
7 Mariner, LLC 130 6,000 0.00%
8 MYCIO WEALTH PARTNERS, LLC 130 6,000 0.00%
9 ANCHOR INVESTMENT MANAGEMENT, LLC 200 8,510 0.00%
10 Liberty Capital Management, Inc. 330 14,000 0.00%
11 Creative Planning 400 17,000 0.00%
12 NEXT Financial Group, Inc 490 21,000 0.01%
13 BANK OF MONTREAL /CAN/ 500 21,000 0.01%
14 INTEGRATED WEALTH MANAGEMENT 730 31,000 0.01%
15 GENEOS WEALTH MANAGEMENT INC. 740 31,000 0.01%
16 CWM, LLC 922 39,000 0.01%
17 Advisory Services Network, LLC 928 39,000 0.01%
18 Concert Wealth Management Inc. 962 41,000 0.01%
19 MONETARY MANAGEMENT GROUP INC 1,850 79,000 0.02%
20 JPMORGAN CHASE & CO 2,478 105,000 0.03%
21 Patten Group, Inc. 2,898 120,991 0.03%
22 MCF Advisors LLC 3,457 147,000 0.04%
23 BROWN BROTHERS HARRIMAN & CO 3,548 151,000 0.04%
24 PROFICIO CAPITAL PARTNERS LLC 3,770 160,000 0.04%
25 Carroll Financial Associates, Inc. 3,770 160,000 0.04%
26 AMERICAN ECONOMIC PLANNING GROUP INC /ADV 2,471 202,000 0.06%
27 LEBENTHAL ASSET MANAGEMENT, LLC 4,740 202,000 0.06%
28 WBH ADVISORY INC 4,979 211,000 0.06%
29 RIVERBRIDGE PARTNERS LLC 5,084 216,000 0.06%
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,138 219,000 0.06%
31 Heritage Wealth Advisors 5,200 221,000 0.06%
32 ARMBRUSTER CAPITAL MANAGEMENT, INC. 5,200 221,000 0.06%
33 HOCHMAN COLE INVESTMENT ADVISORS, INC. 5,352 228,000 0.06%
34 ST GERMAIN D J CO INC 5,400 230,000 0.06%
35 COMMERCE BANK 5,600 239,000 0.07%
36 DOMANI WEALTH, LLC 5,734 244,000 0.07%
37 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6,258 266,000 0.07%
38 M&T BANK CORP 6,255 266,000 0.07%
39 Rehmann Capital Advisory Group 6,425 273,000 0.08%
40 CIM, LLC 6,852 292,000 0.08%
41 WILLIAM HARRIS INVESTORS INC 7,200 306,000 0.08%
42 NICOLET BANKSHARES INC 7,294 310,000 0.09%
43 COLDSTREAM CAPITAL MANAGEMENT INC 7,392 315,000 0.09%
44 Burt Wealth Advisors 7,910 336,000 0.09%
45 First Allied Advisory Services, Inc. 8,252 351,000 0.10%
46 SCHMIDT P J INVESTMENT MANAGEMENT INC 8,488 361,000 0.10%
47 HIGH FALLS ADVISORS, INC 8,974 382,000 0.11%
48 ROBLE, BELKO & COMPANY, INC 9,077 386,000 0.11%
49 Janney Montgomery Scott LLC 9,144 389,000 0.11%
50 First Heartland Consultants, Inc. 9,171 390,000 0.11%
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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.