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

Institutional Holders (2016Q1)
Portfolio Summary: 437 Institutional holders with a total value of $3,284,034,175.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 100 0 0.00% Call
2 GIERL AUGUSTINE INVESTMENT MANAGEMENT INC 4 0 0.00%
3 Shamrock Asset Management LLC 0 0 0.00%
4 JNBA Financial Advisors 21 2,000 0.00%
5 Allworth Financial LP 23 2,000 0.00%
6 CUTLER GROUP LLC / CA 7,300 2,000 0.00% Put
7 Argentus Capital Management, LLC 23 2,000 0.00%
8 SUTTON WEALTH ADVISORS INC. 27 2,516 0.00%
9 BRAVE ASSET MANAGEMENT INC 54 5,000 0.00%
10 ROCKEFELLER FINANCIAL SERVICES INC 56 5,000 0.00%
11 QCI ASSET MANAGEMENT INC/NY 77 7,000 0.00%
12 Burt Wealth Advisors 72 7,000 0.00%
13 American Research & Management Co. 80 7,000 0.00%
14 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 70 7,000 0.00%
15 CUTLER GROUP LLC / CA 78 7,000 0.00%
16 Hanson & Doremus Investment Management 79 7,000 0.00%
17 Cassaday & Co Inc. 125 12,000 0.00%
18 DAVIDSON INVESTMENT ADVISORS 137 12,000 0.00%
19 RPG FAMILY WEALTH ADVISORY, LLC 143 13,324 0.00%
20 WESPAC ADVISORS SOCAL, LLC 145 13,511 0.00%
21 Perkins Coie Trust Co 149 14,000 0.00%
22 ASSETMARK, INC 153 14,000 0.00%
23 WOODMONT INVESTMENT COUNSEL LLC 194 18,000 0.00%
24 ANCHOR INVESTMENT MANAGEMENT, LLC 203 18,909 0.00%
25 BANK OF AMERICA CORP /DE/ 200 19,000 0.00% Put
26 North Star Investment Management Corp. 231 22,000 0.00%
27 KRILOGY FINANCIAL LLC 271 25,000 0.00%
28 Brick & Kyle, Associates 268 25,000 0.00%
29 Private Ocean, LLC 279 26,000 0.00%
30 FARMERS & MERCHANTS INVESTMENTS INC 284 26,000 0.00%
31 CWM, LLC 280 26,000 0.00%
32 Advisory Services Network, LLC 302 28,000 0.00%
33 ROWLAND CARMICHAEL ADVISORS INC /ADV 319 30,000 0.00%
34 TRUST CO OF VERMONT 325 30,000 0.00%
35 Kistler-Tiffany Companies, LLC 320 30,000 0.00%
36 KANALY TRUST CO 337 31,000 0.00%
37 SIGNATUREFD, LLC 332 31,000 0.00%
38 Ledyard National Bank 361 34,000 0.00%
39 SONORA INVESTMENT MANAGEMENT, LLC 323 36,596 0.00%
40 WFG Advisors, LP 404 38,000 0.00%
41 TRUST DEPARTMENT MB FINANCIAL BANK N A 427 39,000 0.00%
42 MONETARY MANAGEMENT GROUP INC 415 39,000 0.00%
43 US FINANCIAL ADVISORS, LLC 483 45,000 0.00%
44 Winfield Associates, Inc. 490 46,000 0.00%
45 Sandy Spring Bank 500 47,000 0.00%
46 Oakworth Capital, Inc. 533 49,000 0.00%
47 Patten Group, Inc. 545 50,783 0.00%
48 Walleye Trading LLC 600 56,000 0.00% Call
49 NEXT Financial Group, Inc 629 58,000 0.00%
50 NORTHPOINTE CAPITAL LLC 680 63,000 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.