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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
51 AXA S.A. 16,934 562,000 0.22%
52 Alpine Global Management, LLC 16,023 532,000 0.21%
53 Rathbones Group PLC 15,240 506,000 0.20%
54 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 15,164 503,000 0.20%
55 HOLDERNESS INVESTMENTS CO 14,670 487,000 0.19%
56 Cetera Advisor Networks LLC 13,256 443,000 0.17%
57 Southeast Asset Advisors, LLC 12,690 421,000 0.16%
58 SALEM INVESTMENT COUNSELORS INC 10,100 335,000 0.13%
59 PRUDENTIAL FINANCIAL INC 9,800 325,000 0.13%
60 IPG Investment Advisors LLC 9,325 309,590 0.12%
61 BBVA USA Bancshares, Inc. 9,030 300,000 0.12%
62 RAYMOND JAMES & ASSOCIATES 8,884 295,000 0.11%
63 BANK OF THE WEST 8,441 280,000 0.11%
64 IFP ADVISORS, INC 8,171 271,000 0.11%
65 Cetera Advisors LLC 8,054 266,000 0.10%
66 Madden Advisory Services, Inc. 7,692 255,000 0.10%
67 SII INVESTMENTS INC/WI 7,474 248,000 0.10%
68 Evanson Asset Management, LLC 7,368 245,000 0.10%
69 WHITTIER TRUST CO OF NEVADA INC 7,200 239,000 0.09%
70 CT Financial Advisors LLC 6,915 229,586 0.09%
71 Lattice Strategies LLC 6,800 226,000 0.09%
72 QUANTUM CAPITAL MANAGEMENT 6,756 224,000 0.09%
73 Creative Planning 6,458 214,000 0.08%
74 GLEN EAGLE ADVISORS, LLC 6,233 206,936 0.08%
75 CLEARSTEAD ADVISORS, LLC 6,065 201,000 0.08%
76 Spruce Investment Advisors LLC 5,528 184,000 0.07%
77 FUSION FAMILY WEALTH, LLC 4,537 151,000 0.06% SH
78 GENEOS WEALTH MANAGEMENT INC. 4,169 138,000 0.05%
79 BANK OF MONTREAL /CAN/ 4,108 136,000 0.05%
80 BARCLAYS PLC 3,737 124,000 0.05%
81 EDMOND DE ROTHSCHILD HOLDING S.A. 3,235 107,000 0.04%
82 People's United Financial, Inc. 2,596 86,000 0.03%
83 Compagnie Lombard Odier SCmA 2,500 83,000 0.03%
84 INTERACTIVE FINANCIAL ADVISORS, INC. 2,231 74,000 0.03%
85 NOMURA ASSET MANAGEMENT CO LTD 2,200 73,000 0.03%
86 ANCHOR INVESTMENT MANAGEMENT, LLC 2,115 70,217 0.03%
87 PINNACLE BANCORP, INC. 2,058 68,000 0.03%
88 ROBLE, BELKO & COMPANY, INC 2,009 67,000 0.03%
89 Daiwa Securities Group Inc. 1,600 53,000 0.02%
90 US BANCORP \DE\ 1,539 51,000 0.02%
91 YORKBRIDGE WEALTH PARTNERS, LLC 1,200 39,000 0.02%
92 Carroll Financial Associates, Inc. 950 31,000 0.01%
93 NEXT Financial Group, Inc 685 22,000 0.01%
94 CRIBSTONE CAPITAL MANAGEMENT, LLC 600 20,000 0.01%
95 SCHRODER INVESTMENT MANAGEMENT GROUP 600 20,000 0.01%
96 TRUST CO 500 17,000 0.01%
97 D.A. DAVIDSON & CO. 530 17,000 0.01%
98 North Star Investment Management Corp. 375 12,000 0.00%
99 WASHINGTON TRUST BANK 345 11,000 0.00%
100 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 325 11,000 0.00%
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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.