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

Institutional Holders (2016Q3)
Portfolio Summary: 101 Institutional holders with a total value of $219,939,410.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 CUTLER GROUP LLC / CA 700 0 0.00% Call
3 TCI Wealth Advisors, Inc. 14 1,000 0.00%
4 US BANCORP \DE\ 25 2,000 0.00%
5 North Star Investment Management Corp. 25 2,000 0.00%
6 Crosspoint Capital Strategies, LLC 50 4,000 0.00%
7 Advisory Services Network, LLC 53 4,000 0.00%
8 BARCLAYS PLC 61 5,000 0.00%
9 NEXT Financial Group, Inc 80 6,000 0.00%
10 Evensky & Katz LLC 84 6,000 0.00%
11 WOODMONT INVESTMENT COUNSEL LLC 79 6,000 0.00%
12 INTEGRATED WEALTH MANAGEMENT 109 8,000 0.00%
13 Ironwood Financial, llc 218 16,000 0.01%
14 GLENMEDE TRUST CO NA 237 17,000 0.01%
15 Capital Directions Investment Advisors, LLC 261 20,000 0.01%
16 HUNTINGTON NATIONAL BANK 300 22,000 0.01% PRN
17 EDMOND DE ROTHSCHILD HOLDING S.A. 330 25,000 0.01%
18 BRONFMAN E.L. ROTHSCHILD, L.P. 330 25,000 0.01%
19 LS Investment Advisors, LLC 375 28,000 0.01%
20 FIFTH THIRD BANCORP 500 37,000 0.02%
21 D.A. DAVIDSON & CO. 548 41,000 0.02%
22 Plante Moran Financial Advisors, LLC 666 50,000 0.02%
23 LADENBURG THALMANN FINANCIAL SERVICES INC. 849 64,000 0.03%
24 Winslow, Evans & Crocker, Inc. 1,046 78,410 0.04%
25 GENEOS WEALTH MANAGEMENT INC. 1,097 82,000 0.04%
26 Kistler-Tiffany Companies, LLC 1,312 98,000 0.04%
27 IFP ADVISORS, INC 1,845 138,000 0.06%
28 PNC FINANCIAL SERVICES GROUP, INC. 1,854 139,000 0.06%
29 Concert Wealth Management Inc. 2,121 157,000 0.07%
30 Creative Planning 2,209 166,000 0.08%
31 GUIDANT WEALTH ADVISORS 2,234 167,000 0.08%
32 WHITTIER TRUST CO 2,500 187,000 0.09%
33 HighTower Advisors, LLC 2,681 201,000 0.09%
34 1832 Asset Management L.P. 2,700 203,000 0.09%
35 WHITTIER TRUST CO OF NEVADA INC 2,820 211,000 0.10%
36 Cetera Advisors LLC 2,852 214,000 0.10%
37 First Allied Advisory Services, Inc. 3,005 225,000 0.10%
38 SULLIVAN, BRUYETTE, SPEROS & BLANEY, INC. 3,011 226,000 0.10%
39 Bank of New York Mellon Corp 3,037 228,000 0.10%
40 OLIVER LUXXE ASSETS LLC 3,139 235,000 0.11%
41 Verition Fund Management LLC 3,160 237,000 0.11%
42 UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,660 274,000 0.12%
43 Veritable, L.P. 3,651 274,000 0.12%
44 Raymond James Financial Services Advisors, Inc. 3,669 275,000 0.13%
45 CITIGROUP INC 3,847 288,000 0.13%
46 NTV ASSET MANAGEMENT LLC 3,932 294,000 0.13%
47 BREMER TRUST NATIONAL ASSOCIATION 4,000 300,000 0.14%
48 Private Advisor Group, LLC 4,037 302,000 0.14%
49 LifePlan Financial Group, Inc 4,158 312,000 0.14%
50 REGIONS FINANCIAL CORP 4,653 349,000 0.16%
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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.