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

Institutional Holders (2016Q2)
Portfolio Summary: 123 Institutional holders with a total value of $426,522,936.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 17,164 555,000 0.13%
52 Commonwealth Equity Services, Inc 17,073 552,000 0.13%
53 AXA S.A. 15,306 495,000 0.12%
54 Merriman Wealth Management, LLC 14,733 476,000 0.11%
55 Waverton Investment Management Ltd 14,600 472,000 0.11%
56 Northeast Financial Consultants Inc 14,350 464,000 0.11%
57 IFP ADVISORS, INC 14,296 462,000 0.11%
58 CITIGROUP INC 14,168 457,000 0.11%
59 Cetera Advisor Networks LLC 13,186 425,000 0.10%
60 Southeast Asset Advisors, LLC 12,690 410,000 0.10%
61 Braver Wealth Management, LLC 12,000 388,000 0.09%
62 STIFEL FINANCIAL CORP 11,242 365,000 0.09%
63 BANK OF THE WEST 10,107 327,000 0.08%
64 SALEM INVESTMENT COUNSELORS INC 10,100 326,000 0.08%
65 IPG Investment Advisors LLC 9,325 301,291 0.07%
66 Investors Capital Advisory Services 9,321 301,000 0.07%
67 Madden Advisory Services, Inc. 9,165 296,000 0.07%
68 BBVA USA Bancshares, Inc. 9,030 292,000 0.07%
69 Rathbones Group PLC 8,590 278,000 0.07%
70 CT Financial Advisors LLC 8,279 267,484 0.06%
71 QUANTUM CAPITAL MANAGEMENT 8,011 259,000 0.06%
72 BANK OF MONTREAL /CAN/ 7,640 247,000 0.06%
73 TRUST CO 7,610 246,000 0.06%
74 Evanson Asset Management, LLC 7,512 243,000 0.06%
75 Barry Investment Advisors, LLC 7,425 240,000 0.06%
76 Virtu KCG Holdings LLC 7,351 238,000 0.06%
77 UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,233 231,000 0.05%
78 Lattice Strategies LLC 6,800 220,000 0.05%
79 HighTower Advisors, LLC 6,648 215,000 0.05%
80 EDMOND DE ROTHSCHILD HOLDING S.A. 6,535 211,000 0.05%
81 EDMOND DE ROTHSCHILD (SUISSE) S.A. 6,535 211,000 0.05%
82 J.P. Morgan Private Wealth Advisors LLC 6,333 205,000 0.05%
83 JANE STREET GROUP, LLC 6,200 200,000 0.05% Call
84 WHITTIER TRUST CO OF NEVADA INC 4,700 152,000 0.04%
85 Capital Advisors, Ltd. LLC 4,680 151,000 0.04%
86 WASHINGTON TRUST BANK 4,300 139,000 0.03%
87 BARCLAYS PLC 3,737 121,000 0.03%
88 Creative Planning 3,560 115,000 0.03%
89 Compagnie Lombard Odier SCmA 3,050 99,000 0.02%
90 US BANCORP \DE\ 2,863 93,000 0.02%
91 GENEOS WEALTH MANAGEMENT INC. 2,789 90,000 0.02%
92 People's United Financial, Inc. 2,596 84,000 0.02%
93 WFG Advisors, LP 2,110 68,000 0.02%
94 KANALY TRUST CO 2,070 67,000 0.02%
95 ANCHOR INVESTMENT MANAGEMENT, LLC 2,069 66,835 0.02%
96 ROBLE, BELKO & COMPANY, INC 2,009 65,000 0.02%
97 Advisory Services Network, LLC 1,368 44,000 0.01%
98 Carroll Financial Associates, Inc. 950 30,000 0.01%
99 MYCIO WEALTH PARTNERS, LLC 852 28,000 0.01%
100 Argentus Capital Management, LLC 747 24,000 0.01%
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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.