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

Institutional Holders (2016Q4)
Portfolio Summary: 117 Institutional holders with a total value of $562,178,018.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 2 0 0.00%
2 WHITTIER TRUST CO OF NEVADA INC 80 3,000 0.00%
3 Winslow, Evans & Crocker, Inc. 80 3,434 0.00%
4 OLD SECOND NATIONAL BANK OF AURORA 86 4,000 0.00%
5 BlackRock Finance, Inc. 93 4,000 0.00%
6 ANCHOR INVESTMENT MANAGEMENT, LLC 200 8,584 0.00%
7 IHT WEALTH MANAGEMENT, LLC 272 12,000 0.00%
8 D.A. DAVIDSON & CO. 400 16,000 0.00%
9 MCF Advisors LLC 418 18,000 0.00%
10 NEXT Financial Group, Inc 490 21,000 0.00%
11 BANK OF MONTREAL /CAN/ 500 21,000 0.00%
12 GENEOS WEALTH MANAGEMENT INC. 740 31,000 0.01%
13 Liberty Capital Management, Inc. 718 32,000 0.01%
14 Creative Planning 935 40,000 0.01%
15 CWM, LLC 922 40,000 0.01%
16 WFG Advisors, LP 1,004 43,000 0.01%
17 MONETARY MANAGEMENT GROUP INC 1,850 79,000 0.01%
18 Patten Group, Inc. 2,898 129,000 0.02%
19 BROWN BROTHERS HARRIMAN & CO 3,548 152,000 0.03%
20 PROFICIO CAPITAL PARTNERS LLC 3,770 162,000 0.03%
21 Capital Analysts, LLC 3,790 163,000 0.03%
22 PARALLEL ADVISORS, LLC 3,888 167,000 0.03%
23 LEBENTHAL ASSET MANAGEMENT, LLC 4,740 203,000 0.04%
24 AMERICAN ECONOMIC PLANNING GROUP INC /ADV 4,942 209,000 0.04%
25 JPMORGAN CHASE & CO 4,908 211,000 0.04%
26 Carroll Financial Associates, Inc. 4,945 212,000 0.04%
27 Heritage Wealth Advisors 5,200 223,000 0.04%
28 ARMBRUSTER CAPITAL MANAGEMENT, INC. 5,200 223,000 0.04%
29 HOCHMAN COLE INVESTMENT ADVISORS, INC. 5,352 230,000 0.04%
30 BAIRD FINANCIAL GROUP, INC. 5,391 231,000 0.04%
31 ST GERMAIN D J CO INC 5,400 232,000 0.04%
32 COMMERCE BANK 5,600 240,000 0.04%
33 Caprock Group, LLC 5,650 243,000 0.04%
34 Timber Hill LLC 5,828 250,000 0.04%
35 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6,258 269,000 0.05%
36 Virtu KCG Holdings LLC 6,271 269,000 0.05%
37 Rehmann Capital Advisory Group 6,427 276,000 0.05%
38 WILLIAM HARRIS INVESTORS INC 7,200 309,000 0.05%
39 WBH ADVISORY INC 7,302 313,000 0.06%
40 NICOLET BANKSHARES INC 7,294 313,000 0.06%
41 CITIGROUP INC 7,418 318,000 0.06%
42 SCHMIDT P J INVESTMENT MANAGEMENT INC 7,790 334,000 0.06%
43 Burt Wealth Advisors 7,910 339,000 0.06%
44 CIM, LLC 8,316 357,000 0.06%
45 HIGH FALLS ADVISORS, INC 8,974 385,000 0.07%
46 ROBLE, BELKO & COMPANY, INC 9,077 390,000 0.07%
47 BERKSHIRE ASSET MANAGEMENT LLC/PA 9,551 410,000 0.07%
48 WRAPMANAGER INC 9,805 421,000 0.07%
49 M&T BANK CORP 9,855 423,000 0.08%
50 First Heartland Consultants, Inc. 10,005 429,000 0.08%
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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.