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

Institutional Holders (2016Q3)
Portfolio Summary: 191 Institutional holders with a total value of $1,894,578,355.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 200 0 0.00% Put
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 Sensible Financial Planning & Management, LLC. 20 1,000 0.00%
4 BARCLAYS PLC 72 3,000 0.00%
5 Gradient Investments LLC 78 4,000 0.00%
6 WEALTHPLAN PARTNERS, LLC 108 4,973 0.00%
7 Tradewinds Capital Management, LLC 129 6,000 0.00%
8 Kistler-Tiffany Companies, LLC 160 7,000 0.00%
9 SYNOVUS FINANCIAL CORP 160 7,000 0.00%
10 SARGENT BICKHAM LAGUDIS LLC 144 7,000 0.00%
11 Tower Research Capital LLC (TRC) 180 8,000 0.00%
12 KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC 333 15,000 0.00%
13 WEALTHCARE CAPITAL MANAGEMENT LLC 328 15,000 0.00%
14 INTEGRATED WEALTH MANAGEMENT 362 17,000 0.00%
15 Archford Capital Strategies, LLC 375 17,000 0.00%
16 INTEGRATED INVESTMENT CONSULTANTS, LLC 392 18,000 0.00%
17 TCI Wealth Advisors, Inc. 481 22,000 0.00%
18 Glassman Wealth Services 502 23,000 0.00%
19 GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC 501 23,000 0.00%
20 MARINER ASSET MANAGEMENT, LLC 550 25,000 0.00%
21 Concert Wealth Management Inc. 659 29,000 0.00%
22 SEI INVESTMENTS CO 662 31,000 0.00%
23 KRILOGY FINANCIAL LLC 690 32,000 0.00%
24 Ironwood Financial, llc 781 36,000 0.00%
25 Mariner, LLC 900 41,000 0.00%
26 MOTCO 1,035 48,000 0.00%
27 Ballentine Partners, LLC 1,316 61,000 0.00%
28 D.A. DAVIDSON & CO. 1,482 68,000 0.00%
29 LEGG MASON, INC. 1,570 73,000 0.00%
30 CENTRAL BANK & TRUST CO 1,661 77,000 0.00%
31 ASSET DEDICATION, LLC 1,739 80,000 0.00%
32 Evercore Wealth Management, LLC 1,775 82,000 0.00%
33 BALDWIN WEALTH PARTNERS LLC/MA 2,223 103,000 0.01%
34 Avior Wealth Management, LLC 2,338 108,000 0.01%
35 MYCIO WEALTH PARTNERS, LLC 2,665 123,000 0.01%
36 Creative Planning 2,890 133,000 0.01%
37 ZIONS BANCORPORATION 3,156 146,000 0.01%
38 3D ASSET MANAGEMENT, INC 4,348 201,000 0.01%
39 Atria Investments, Inc 4,683 216,000 0.01%
40 Wealth Architects, LLC 4,982 229,000 0.01%
41 BROWN ADVISORY INC 5,088 235,000 0.01%
42 FIRST MIDWEST BANK TRUST DIVISION 5,170 239,000 0.01%
43 Financial Architects, Inc 5,289 244,000 0.01%
44 TELEMUS CAPITAL, LLC 5,413 250,000 0.01%
45 FIRST HAWAIIAN BANK 5,700 263,000 0.01%
46 B. Riley Wealth Advisors, Inc. 5,688 264,000 0.01%
47 REILLY FINANCIAL ADVISORS, LLC 5,938 274,000 0.01%
48 Cetera Advisors LLC 5,987 275,000 0.01%
49 CUTLER GROUP LLC / CA 6,000 276,000 0.01%
50 WESBANCO BANK INC 5,980 276,000 0.01%
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.