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

Institutional Holders (2017Q2)
Portfolio Summary: 105 Institutional holders with a total value of $172,726,757.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 TCI Wealth Advisors, Inc. 14 1,000 0.00%
3 Orion Porfolio Solutions, LLC 23 2,000 0.00%
4 North Star Investment Management Corp. 25 2,000 0.00%
5 Gradient Investments LLC 72 6,000 0.00%
6 BlackRock Finance, Inc. 82 7,000 0.00%
7 Evensky & Katz LLC 87 7,000 0.00%
8 IHT WEALTH MANAGEMENT, LLC 603 7,000 0.00%
9 Ironwood Financial, llc 83 7,000 0.00%
10 V WEALTH MANAGEMENT,LLC 103 9,000 0.01%
11 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 126 11,000 0.01%
12 BLUE GRANITE CAPITAL, LLC 150 12,000 0.01%
13 LEGACY ADVISORS, LLC 154 12,000 0.01%
14 US BANCORP \DE\ 200 17,000 0.01%
15 Capital Directions Investment Advisors, LLC 268 23,000 0.01%
16 BRONFMAN E.L. ROTHSCHILD, L.P. 330 28,000 0.02%
17 Live Your Vision, LLC 350 30,000 0.02%
18 LS Investment Advisors, LLC 375 32,000 0.02%
19 D.A. DAVIDSON & CO. 398 33,000 0.02%
20 ULLMANN WEALTH PARTNERS GROUP, LLC 439 36,000 0.02%
21 FIFTH THIRD BANCORP 500 42,000 0.02%
22 NEXT Financial Group, Inc 610 51,000 0.03%
23 Winslow, Evans & Crocker, Inc. 861 72,522 0.04%
24 GENEOS WEALTH MANAGEMENT INC. 1,004 84,000 0.05%
25 WHITTIER TRUST CO OF NEVADA INC 1,190 100,000 0.06%
26 JPMORGAN CHASE & CO 1,200 101,000 0.06%
27 Kistler-Tiffany Companies, LLC 1,312 111,000 0.06%
28 1832 Asset Management L.P. 1,900 160,000 0.09%
29 IFP ADVISORS, INC 1,911 161,000 0.09%
30 GUIDANT WEALTH ADVISORS 2,234 188,000 0.11%
31 Creative Planning 2,301 194,000 0.11%
32 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,334 197,000 0.11%
33 WAYNE HUMMER INVESTMENTS L.L.C. 2,385 201,000 0.12%
34 BKS ADVISORS, LLC 2,476 209,000 0.12%
35 Prospera Financial Services Inc 2,500 210,000 0.12%
36 WHITTIER TRUST CO 2,500 211,000 0.12%
37 PNC FINANCIAL SERVICES GROUP, INC. 2,515 212,000 0.12%
38 Transamerica Financial Advisors, LLC 2,743 231,000 0.13%
39 OLIVER LUXXE ASSETS LLC 2,843 239,000 0.14%
40 Bank of New York Mellon Corp 2,962 249,000 0.14%
41 SULLIVAN, BRUYETTE, SPEROS & BLANEY, INC. 3,011 254,000 0.15%
42 Cambridge Investment Research Advisors, Inc. 3,064 258,000 0.15%
43 FMR LLC 3,158 266,000 0.15%
44 LEVEL FOUR ADVISORY SERVICES, LLC 3,301 269,000 0.16%
45 First Allied Advisory Services, Inc. 3,295 277,000 0.16%
46 Cetera Advisors LLC 3,333 279,000 0.16%
47 CETERA INVESTMENT ADVISERS 3,333 279,000 0.16%
48 NTV ASSET MANAGEMENT LLC 3,400 286,000 0.17%
49 Raymond James Financial Services Advisors, Inc. 3,503 295,000 0.17%
50 GLENMEDE TRUST CO NA 3,700 302,000 0.17%
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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.