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

Institutional Holders (2016Q4)
Portfolio Summary: 1,274 Institutional holders with a total value of $83,764,954,711.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CWM, LLC 10,800 0 0.00% Put
2 MAPLELANE CAPITAL, LLC 1 0 0.00%
3 Concert Wealth Management Inc. 19,200 0 0.00% Put
4 EARNEST PARTNERS LLC 3,795 0 0.00%
5 Orion Porfolio Solutions, LLC 2 0 0.00%
6 Transamerica Financial Advisors, LLC 1 1,000 0.00%
7 Crosspoint Capital Strategies, LLC 11 1,000 0.00%
8 Stevens First Principles Investment Advisors 10 1,000 0.00%
9 Creative Planning 900 2,000 0.00% Put
10 Sageworth Trust Co 19 3,000 0.00%
11 ROYAL FUND MANAGEMENT, LLC 34 4,000 0.00%
12 Concert Wealth Management Inc. 3,100 4,000 0.00% Call
13 CENTERSTAR FUND, LLC 3,100 4,000 0.00% Call PRN
14 M&T BANK CORP 6 5,000 0.00% Put
15 AllSquare Wealth Management LLC 37 5,000 0.00%
16 MACROVIEW INVESTMENT MANAGEMENT LLC 42 6,000 0.00%
17 Hanson & Doremus Investment Management 50 6,743 0.00%
18 FNY PARTNERS FUND LP 55 7,000 0.00% Put
19 D'Orazio & Associates, Inc. 52 7,000 0.00%
20 Tradewinds Capital Management, LLC 52 7,000 0.00%
21 Edge Wealth Management LLC 55 7,000 0.00%
22 BELL ROCK CAPITAL LLC 75 10,000 0.00%
23 IBEX WEALTH ADVISORS 80 11,000 0.00%
24 Brick & Kyle, Associates 86 12,000 0.00%
25 BENEFIT STREET PARTNERS LLC 20,000 13,000 0.00% Put
26 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 95 13,000 0.00%
27 Creative Planning 1,600 13,000 0.00% Call
28 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 100 13,000 0.00%
29 INTELLECTUS PARTNERS, LLC 100 13,000 0.00%
30 Corbenic Partners LLC 100 14,000 0.00%
31 Horrell Capital Management, Inc. 115 16,000 0.00%
32 STERLING INVESTMENT ADVISORS, LTD. 120 16,000 0.00%
33 Winslow, Evans & Crocker, Inc. 122 16,452 0.00%
34 Schooner Investment Group, LLC. 50,000 17,000 0.00%
35 INTEGRATED WEALTH COUNSEL, LLC 131 18,000 0.00%
36 Independent Portfolio Consultants, Inc. 143 19,000 0.00%
37 MASCOMA WEALTH MANAGEMENT LLC 147 20,000 0.00%
38 TEGEAN CAPITAL MANAGEMENT, LLC 2,000 22,000 0.00% Put
39 Lenox Wealth Management, Inc. 170 23,000 0.00%
40 Hillsdale Investment Management Inc. 170 23,000 0.00%
41 Barnett & Company, Inc. 180 24,000 0.00%
42 Cable Hill Partners, LLC 199 27,000 0.00%
43 KANALY TRUST CO 210 28,000 0.00%
44 SRS CAPITAL ADVISORS, INC. 229 31,000 0.00% SH
45 SUTTON WEALTH ADVISORS INC. 236 31,825 0.00%
46 PINKERTON WEALTH, LLC 254 34,000 0.00%
47 Legal & General Group Plc 250 34,000 0.00%
48 CLEAR PERSPECTIVE ADVISORS, LLC 250 34,000 0.00%
49 SeaBridge Investment Advisors LLC 259 35,000 0.00%
50 NORWAY SAVINGS BANK 265 36,000 0.00%
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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.