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

Institutional Holders (2017Q1)
Portfolio Summary: 113 Institutional holders with a total value of $257,824,329.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 75 2,000 0.00%
3 Tradewinds Capital Management, LLC 80 3,000 0.00%
4 HOWE & RUSLING INC 120 4,000 0.00%
5 BRAVE ASSET MANAGEMENT INC 130 4,000 0.00%
6 WFG Advisors, LP 140 5,000 0.00%
7 HUNTINGTON NATIONAL BANK 153 5,000 0.00% PRN
8 AlphaMark Advisors, LLC 150 5,000 0.00%
9 MANUFACTURERS LIFE INSURANCE COMPANY, THE 184 6,000 0.00%
10 MASSEY QUICK SIMON & CO., LLC 282 9,000 0.00%
11 JACOBI CAPITAL MANAGEMENT LLC 300 10,000 0.00%
12 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 300 10,000 0.00%
13 Advisory Services Network, LLC 337 11,000 0.00%
14 WASHINGTON TRUST BANK 345 11,000 0.00%
15 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 325 11,000 0.00%
16 North Star Investment Management Corp. 375 12,000 0.00%
17 D.A. DAVIDSON & CO. 530 17,000 0.01%
18 TRUST CO 500 17,000 0.01%
19 CRIBSTONE CAPITAL MANAGEMENT, LLC 600 20,000 0.01%
20 SCHRODER INVESTMENT MANAGEMENT GROUP 600 20,000 0.01%
21 NEXT Financial Group, Inc 685 22,000 0.01%
22 Carroll Financial Associates, Inc. 950 31,000 0.01%
23 YORKBRIDGE WEALTH PARTNERS, LLC 1,200 39,000 0.02%
24 US BANCORP \DE\ 1,539 51,000 0.02%
25 Daiwa Securities Group Inc. 1,600 53,000 0.02%
26 ROBLE, BELKO & COMPANY, INC 2,009 67,000 0.03%
27 PINNACLE BANCORP, INC. 2,058 68,000 0.03%
28 ANCHOR INVESTMENT MANAGEMENT, LLC 2,115 70,217 0.03%
29 NOMURA ASSET MANAGEMENT CO LTD 2,200 73,000 0.03%
30 INTERACTIVE FINANCIAL ADVISORS, INC. 2,231 74,000 0.03%
31 Compagnie Lombard Odier SCmA 2,500 83,000 0.03%
32 People's United Financial, Inc. 2,596 86,000 0.03%
33 EDMOND DE ROTHSCHILD HOLDING S.A. 3,235 107,000 0.04%
34 BARCLAYS PLC 3,737 124,000 0.05%
35 BANK OF MONTREAL /CAN/ 4,108 136,000 0.05%
36 GENEOS WEALTH MANAGEMENT INC. 4,169 138,000 0.05%
37 FUSION FAMILY WEALTH, LLC 4,537 151,000 0.06% SH
38 Spruce Investment Advisors LLC 5,528 184,000 0.07%
39 CLEARSTEAD ADVISORS, LLC 6,065 201,000 0.08%
40 GLEN EAGLE ADVISORS, LLC 6,233 206,936 0.08%
41 Creative Planning 6,458 214,000 0.08%
42 QUANTUM CAPITAL MANAGEMENT 6,756 224,000 0.09%
43 Lattice Strategies LLC 6,800 226,000 0.09%
44 CT Financial Advisors LLC 6,915 229,586 0.09%
45 WHITTIER TRUST CO OF NEVADA INC 7,200 239,000 0.09%
46 Evanson Asset Management, LLC 7,368 245,000 0.10%
47 SII INVESTMENTS INC/WI 7,474 248,000 0.10%
48 Madden Advisory Services, Inc. 7,692 255,000 0.10%
49 Cetera Advisors LLC 8,054 266,000 0.10%
50 IFP ADVISORS, INC 8,171 271,000 0.11%
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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.