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

Institutional Holders (2017Q2)
Portfolio Summary: 153 Institutional holders with a total value of $1,345,841,304.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 2 0 0.00%
2 NewEdge Advisors, LLC 56 2,713 0.00%
3 ASSET DEDICATION, LLC 62 3,000 0.00%
4 Winslow, Evans & Crocker, Inc. 80 3,856 0.00%
5 WHITTIER TRUST CO OF NEVADA INC 80 4,000 0.00%
6 BlackRock Finance, Inc. 74 4,000 0.00%
7 SHINE INVESTMENT ADVISORY SERVICES INC 121 6,000 0.00%
8 IHT WEALTH MANAGEMENT, LLC 6,420 6,000 0.00%
9 ANCHOR INVESTMENT MANAGEMENT, LLC 130 6,266 0.00%
10 SARGENT BICKHAM LAGUDIS LLC 179 9,000 0.00%
11 FIFTH THIRD BANCORP 204 10,000 0.00%
12 SEI INVESTMENTS CO 257 12,000 0.00%
13 D.A. DAVIDSON & CO. 304 14,000 0.00%
14 Liberty Capital Management, Inc. 718 35,000 0.00%
15 MANUFACTURERS LIFE INSURANCE COMPANY, THE 792 38,000 0.00%
16 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 780 38,000 0.00%
17 BALENTINE LLC 800 39,000 0.00%
18 GENEOS WEALTH MANAGEMENT INC. 990 47,000 0.00%
19 PARALLEL ADVISORS, LLC 1,201 59,000 0.00%
20 WFG Advisors, LP 1,360 66,000 0.00%
21 HEFTY WEALTH PARTNERS 1,394 67,000 0.00%
22 BDO WEALTH ADVISORS, LLC 1,394 67,000 0.00%
23 Creative Planning 1,492 72,000 0.01%
24 V WEALTH MANAGEMENT,LLC 1,530 74,000 0.01%
25 MONETARY MANAGEMENT GROUP INC 1,650 80,000 0.01%
26 FUSION FAMILY WEALTH, LLC 1,956 94,000 0.01% SH
27 BROWN BROTHERS HARRIMAN & CO 3,398 164,000 0.01%
28 Patten Group, Inc. 3,403 169,000 0.01%
29 Capital Analysts, LLC 3,790 182,678 0.01%
30 Clearbridge Investments, LLC 3,840 185,000 0.01%
31 PROFICIO CAPITAL PARTNERS LLC 3,770 187,000 0.01%
32 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 3,968 191,000 0.01%
33 JPMORGAN CHASE & CO 4,208 203,000 0.02%
34 LEAVELL INVESTMENT MANAGEMENT, INC. 4,312 208,000 0.02%
35 M&T BANK CORP 4,484 216,000 0.02%
36 SOL Capital Management CO 4,500 217,000 0.02%
37 Chicago Partners Investment Group LLC 4,800 219,000 0.02%
38 STEPHENS INC /AR/ 4,560 220,000 0.02%
39 AMERICAN ECONOMIC PLANNING GROUP INC /ADV 4,942 238,000 0.02%
40 GOOD LIFE ADVISORS, LLC 4,964 240,000 0.02%
41 COMMERCE BANK 5,150 248,000 0.02%
42 Baker Avenue Asset Management, LP 5,185 250,000 0.02%
43 Heritage Wealth Advisors 5,200 251,000 0.02%
44 ARMBRUSTER CAPITAL MANAGEMENT, INC. 5,200 251,000 0.02%
45 LINCOLN NATIONAL CORP 5,333 257,000 0.02%
46 HOCHMAN COLE INVESTMENT ADVISORS, INC. 5,352 258,000 0.02%
47 ST GERMAIN D J CO INC 5,400 260,000 0.02%
48 RIVERBRIDGE PARTNERS LLC 5,657 273,000 0.02%
49 LVZ, Inc. 5,890 284,000 0.02%
50 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 5,888 285,000 0.02%
Page 1 of 4

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.