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

Institutional Holders (2017Q1)
Portfolio Summary: 127 Institutional holders with a total value of $748,094,414.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 3 0 0.00%
2 CWM, LLC 63 3,000 0.00%
3 PARALLEL ADVISORS, LLC 66 3,000 0.00%
4 IHT WEALTH MANAGEMENT, LLC 75 4,000 0.00%
5 WASHINGTON TRUST BANK 90 5,000 0.00%
6 Winslow, Evans & Crocker, Inc. 118 5,908 0.00%
7 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 123 6,000 0.00%
8 CRIBSTONE CAPITAL MANAGEMENT, LLC 156 8,000 0.00%
9 ANCHOR INVESTMENT MANAGEMENT, LLC 180 9,086 0.00%
10 MASSEY QUICK SIMON & CO., LLC 255 13,000 0.00%
11 SeaBridge Investment Advisors LLC 360 18,000 0.00%
12 CT Financial Advisors LLC 420 21,202 0.00%
13 REILLY FINANCIAL ADVISORS, LLC 480 24,000 0.00%
14 D.A. DAVIDSON & CO. 600 30,000 0.00%
15 ASSET DEDICATION, LLC 603 30,000 0.00%
16 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 600 30,000 0.00%
17 Ironwood Financial, llc 612 31,000 0.00%
18 SEI INVESTMENTS CO 782 39,000 0.01%
19 WFG Advisors, LP 808 41,000 0.01%
20 FIFTH THIRD BANCORP 842 43,000 0.01%
21 ASSET PLANNING SERVICES, LTD. 1,216 61,000 0.01%
22 MONETARY MANAGEMENT GROUP INC 1,275 64,000 0.01%
23 FIRST FINANCIAL CORP /IN/ 1,500 76,000 0.01%
24 GENEOS WEALTH MANAGEMENT INC. 2,388 120,000 0.02%
25 MCF Advisors LLC 2,517 127,000 0.02%
26 Smithfield Trust Co 3,075 155,000 0.02%
27 Capital Analysts, LLC 3,396 171,430 0.02%
28 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 3,942 198,000 0.03%
29 Sandy Spring Bank 4,030 203,000 0.03%
30 B. Riley Wealth Advisors, Inc. 4,026 204,000 0.03%
31 SOL Capital Management CO 4,060 205,000 0.03%
32 SUNTRUST BANKS INC 4,725 211,000 0.03%
33 Carroll Financial Associates, Inc. 4,270 215,000 0.03%
34 PRIVATE TRUST CO NA 4,434 223,000 0.03%
35 OPTIMUM INVESTMENT ADVISORS 4,500 227,000 0.03%
36 KCM INVESTMENT ADVISORS LLC 4,608 233,000 0.03%
37 ST GERMAIN D J CO INC 4,890 247,000 0.03%
38 PINNACLE FAMILY ADVISORS, LLC 5,150 260,000 0.03%
39 Cetera Advisors LLC 5,212 262,000 0.04%
40 NICOLET BANKSHARES INC 5,736 290,000 0.04%
41 COMMERCE BANK 5,810 293,000 0.04%
42 LVZ, Inc. 5,817 294,000 0.04%
43 SCHMIDT P J INVESTMENT MANAGEMENT INC 6,049 305,000 0.04%
44 ROBLE, BELKO & COMPANY, INC 6,114 309,000 0.04%
45 BANK OF MONTREAL /CAN/ 6,309 318,000 0.04%
46 APPLETON PARTNERS INC/MA 6,825 345,000 0.05%
47 NORRIS PERNE & FRENCH LLP/MI 6,975 352,000 0.05%
48 Janney Montgomery Scott LLC 7,329 370,000 0.05%
49 ZWJ INVESTMENT COUNSEL INC 7,590 383,000 0.05%
50 LEVEL FOUR ADVISORY SERVICES, LLC 7,818 392,000 0.05%
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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.