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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
101 Asset Management Group, Inc. 71,607 3,615,000 0.48%
102 SUSQUEHANNA INTERNATIONAL GROUP, LLP 76,461 3,860,000 0.52%
103 US BANCORP \DE\ 82,859 4,183,000 0.56%
104 Financial Planning & Information Services, Inc. 90,875 4,587,000 0.61%
105 BADGLEY PHELPS & BELL INC 91,489 4,618,000 0.62%
106 GOLDMAN SACHS GROUP INC 105,988 5,350,000 0.72%
107 TRUE PRIVATE WEALTH ADVISORS 113,014 5,683,000 0.76%
108 HECK CAPITAL ADVISORS, LLC 154,552 7,801,788 1.04%
109 EQUITY INVESTMENT CORP ACQUISITION INC 155,977 7,874,000 1.05%
110 Commonwealth Equity Services, Inc 156,603 7,905,000 1.06%
111 HighTower Advisors, LLC 162,655 8,213,000 1.10%
112 Private Advisor Group, LLC 167,461 8,401,000 1.12%
113 ROYAL BANK OF CANADA 166,692 8,414,000 1.12%
114 AMERIPRISE FINANCIAL INC 213,720 10,789,000 1.44%
115 UBS Group AG 219,240 11,067,000 1.48%
116 PNC FINANCIAL SERVICES GROUP, INC. 232,514 11,738,000 1.57%
117 JONES FINANCIAL COMPANIES LLLP 264,492 13,352,000 1.78%
118 BLAIR WILLIAM & CO/IL 261,176 13,381,000 1.79%
119 EDGE ADVISORS, LLC 276,641 13,964,000 1.87%
120 WELLS FARGO & COMPANY/MN 322,057 16,257,000 2.17%
121 JANE STREET GROUP, LLC 376,812 19,021,000 2.54%
122 MORGAN STANLEY 405,603 20,475,000 2.74%
123 Simply Money Advisors 425,833 21,496,000 2.87%
124 Family Firm, Inc. 256,310 35,858,000 4.79%
125 ASPIRIANT, LLC 1,412,298 71,293,000 9.53%
126 BANK OF AMERICA CORP /DE/ 3,151,393 159,082,000 21.26%
127 LPL Financial LLC 3,482,037 175,286,000 23.43%
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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.