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

Institutional Holders (2017Q2)
Portfolio Summary: 104 Institutional holders with a total value of $220,135,106.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Cetera Advisor Networks LLC 10,798 336,000 0.15%
52 AXA S.A. 10,730 333,000 0.15%
53 IFP ADVISORS, INC 10,236 318,000 0.14%
54 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,533 296,000 0.13%
55 RAYMOND JAMES & ASSOCIATES 9,353 290,000 0.13%
56 IPG Investment Advisors LLC 9,325 289,448 0.13%
57 Virtu KCG Holdings LLC 9,191 285,000 0.13%
58 BBVA USA Bancshares, Inc. 9,030 280,000 0.13%
59 HOLDERNESS INVESTMENTS CO 8,411 261,000 0.12%
60 BANK OF THE WEST 7,831 243,000 0.11%
61 Madden Advisory Services, Inc. 7,392 229,000 0.10%
62 WHITTIER TRUST CO OF NEVADA INC 6,850 213,000 0.10%
63 Evanson Asset Management, LLC 6,754 210,000 0.10%
64 QUANTUM CAPITAL MANAGEMENT 6,428 200,000 0.09%
65 GLEN EAGLE ADVISORS, LLC 6,233 193,472 0.09%
66 FUSION FAMILY WEALTH, LLC 4,512 140,000 0.06% SH
67 SG Americas Securities, LLC 4,176 130,000 0.06%
68 BANK OF MONTREAL /CAN/ 3,925 122,000 0.06%
69 BARCLAYS PLC 3,737 116,000 0.05%
70 GENEOS WEALTH MANAGEMENT INC. 3,289 102,000 0.05%
71 People's United Financial, Inc. 2,596 81,000 0.04%
72 Compagnie Lombard Odier SCmA 2,500 78,000 0.04%
73 ANCHOR INVESTMENT MANAGEMENT, LLC 2,417 75,016 0.03%
74 Daiwa Securities Group Inc. 2,000 62,000 0.03%
75 Creative Planning 1,968 61,000 0.03%
76 EDMOND DE ROTHSCHILD HOLDING S.A. 1,835 57,000 0.03%
77 US BANCORP \DE\ 1,289 40,000 0.02%
78 YORKBRIDGE WEALTH PARTNERS, LLC 1,200 38,000 0.02%
79 D.A. DAVIDSON & CO. 1,175 36,000 0.02%
80 Carroll Financial Associates, Inc. 950 29,000 0.01%
81 INTERACTIVE FINANCIAL ADVISORS, INC. 670 21,000 0.01%
82 NEXT Financial Group, Inc 685 21,000 0.01%
83 CRIBSTONE CAPITAL MANAGEMENT, LLC 600 19,000 0.01%
84 SCHRODER INVESTMENT MANAGEMENT GROUP 600 19,000 0.01%
85 RESOURCES INVESTMENT ADVISORS, INC. 510 16,000 0.01%
86 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 530 16,000 0.01%
87 WASHINGTON TRUST BANK 345 11,000 0.00%
88 Advisory Services Network, LLC 337 10,000 0.00%
89 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 325 10,000 0.00%
90 JACOBI CAPITAL MANAGEMENT LLC 300 9,000 0.00%
91 THRIVENT FINANCIAL FOR LUTHERANS 309 9,000 0.00%
92 MASSEY QUICK SIMON & CO., LLC 282 9,000 0.00%
93 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 300 9,000 0.00%
94 HUNTINGTON NATIONAL BANK 153 5,000 0.00% PRN
95 AlphaMark Advisors, LLC 150 5,000 0.00% SH
96 WFG Advisors, LP 140 4,000 0.00%
97 HOWE & RUSLING INC 120 4,000 0.00%
98 IHT WEALTH MANAGEMENT, LLC 174 3,000 0.00%
99 Tradewinds Capital Management, LLC 80 2,000 0.00%
100 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 75 2,000 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.