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

Institutional Holders (2017Q2)
Portfolio Summary: 145 Institutional holders with a total value of $1,151,755,424.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 3 0 0.00%
2 PARALLEL ADVISORS, LLC 66 3,000 0.00%
3 ASSET DEDICATION, LLC 60 3,000 0.00%
4 WASHINGTON TRUST BANK 90 5,000 0.00%
5 Winslow, Evans & Crocker, Inc. 117 5,960 0.00%
6 WHITTIER TRUST CO OF NEVADA INC 118 6,000 0.00%
7 SARGENT BICKHAM LAGUDIS LLC 138 7,000 0.00%
8 NewEdge Advisors, LLC 153 7,786 0.00%
9 CRIBSTONE CAPITAL MANAGEMENT, LLC 156 8,000 0.00%
10 SeaBridge Investment Advisors LLC 180 9,000 0.00%
11 ANCHOR INVESTMENT MANAGEMENT, LLC 180 9,169 0.00%
12 V WEALTH MANAGEMENT,LLC 202 10,000 0.00%
13 Clearbridge Investments, LLC 278 14,000 0.00%
14 BlackRock Finance, Inc. 380 19,000 0.00%
15 REILLY FINANCIAL ADVISORS, LLC 480 24,000 0.00%
16 IHT WEALTH MANAGEMENT, LLC 32,970 26,000 0.00%
17 FIFTH THIRD BANCORP 560 29,000 0.00%
18 D.A. DAVIDSON & CO. 600 30,000 0.00%
19 Ironwood Financial, llc 612 31,000 0.00%
20 WFG Advisors, LP 812 41,000 0.00%
21 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 1,000 50,000 0.00%
22 SEI INVESTMENTS CO 976 50,000 0.00%
23 ASSET PLANNING SERVICES, LTD. 1,222 62,000 0.01%
24 MONETARY MANAGEMENT GROUP INC 1,275 65,000 0.01%
25 FIRST FINANCIAL CORP /IN/ 1,500 76,000 0.01%
26 BDO WEALTH ADVISORS, LLC 2,140 109,000 0.01%
27 MANUFACTURERS LIFE INSURANCE COMPANY, THE 2,240 114,000 0.01%
28 MCF Advisors LLC 2,403 122,000 0.01%
29 KRILOGY FINANCIAL LLC 2,940 150,000 0.01%
30 Sandy Spring Bank 3,070 156,000 0.01%
31 Smithfield Trust Co 3,075 157,000 0.01%
32 GENEOS WEALTH MANAGEMENT INC. 3,104 158,000 0.01%
33 Capital Analysts, LLC 3,396 172,992 0.02%
34 Zhang Financial LLC 3,983 203,000 0.02%
35 Chicago Partners Investment Group LLC 4,100 205,000 0.02%
36 CIM, LLC 4,202 214,000 0.02%
37 B. Riley Wealth Advisors, Inc. 4,228 216,000 0.02%
38 Carroll Financial Associates, Inc. 4,270 217,000 0.02%
39 STIFEL FINANCIAL CORP 4,524 229,000 0.02%
40 OPTIMUM INVESTMENT ADVISORS 4,500 229,000 0.02%
41 FIFTH THIRD SECURITIES INC //OH /BD 4,537 231,000 0.02%
42 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 4,566 232,000 0.02%
43 BB&T SECURITIES, LLC 4,611 234,000 0.02%
44 KCM INVESTMENT ADVISORS LLC 4,608 235,000 0.02%
45 McKinley Carter Wealth Services, Inc. 4,789 244,000 0.02%
46 ST GERMAIN D J CO INC 4,890 249,000 0.02%
47 Creative Planning 4,907 250,000 0.02%
48 SCHMIDT P J INVESTMENT MANAGEMENT INC 5,160 263,000 0.02%
49 PINNACLE FAMILY ADVISORS, LLC 5,260 268,000 0.02%
50 COMMERCE BANK 5,310 270,000 0.02%
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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.