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

Institutional Holders (2017Q2)
Portfolio Summary: 627 Institutional holders with a total value of $11,537,484,241.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 CUTLER GROUP LLC / CA 1,600 218,000 0.00%
102 Strategic Point Investment Advisors, LLC 1,615 221,000 0.00%
103 ASPIRIANT, LLC 1,620 222,000 0.00%
104 Capital Investment Advisors, LLC 1,625 222,000 0.00%
105 Zhang Financial LLC 1,623 223,000 0.00%
106 ABBREA CAPITAL, LLC 1,640 224,000 0.00%
107 KINGSVIEW WEALTH MANAGEMENT, LLC 1,635 224,000 0.00%
108 OPES ADVISORS INC 1,600 226,000 0.00%
109 Lenox Wealth Advisors, LLC 1,650 226,000 0.00%
110 PEDDOCK CAPITAL ADVISORS, LLC 1,664 228,000 0.00% SH
111 FIRST NATIONAL BANK OF OMAHA 1,689 231,000 0.00%
112 RELATIVE VALUE PARTNERS GROUP, LLC 1,697 232,000 0.00%
113 SNS Financial Group, LLC 1,712 234,000 0.00%
114 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1,720 235,000 0.00%
115 Corundum Group, Inc. 1,731 237,000 0.00%
116 Mariner Wealth Advisors-Cincinnati, LLC 1,737 238,000 0.00%
117 BARCLAYS PLC 1,750 240,000 0.00%
118 WILLIAMS JONES & ASSOCIATES LLC 1,763 241,000 0.00%
119 Rex Capital Advisors, LLC 1,793 245,000 0.00%
120 MERIDIAN MANAGEMENT CO 1,800 246,000 0.00%
121 Mengis Capital Management, Inc. 1,819 248,000 0.00%
122 Sand Hill Global Advisors, LLC 1,841 252,000 0.00%
123 GIRARD ADVISORY SERVICES, LLC 1,843 252,000 0.00% SH
124 CANANDAIGUA NATIONAL BANK & TRUST CO 1,845 252,000 0.00%
125 WHITTIER TRUST CO 1,847 253,000 0.00%
126 Diversified Investment Strategies, LLC 1,882 258,000 0.00%
127 RAINIER GROUP INVESTMENT ADVISORY LLC 1,915 262,000 0.00%
128 WIMMER ASSOCIATES 1, LLC 1,925 263,000 0.00%
129 Portland Global Advisors LLC 1,928 264,000 0.00%
130 RIKOON GROUP, LLC 1,966 269,000 0.00%
131 CAPITAL ONE, NATIONAL ASSOCIATION 1,975 270,000 0.00%
132 Summit Financial Wealth Advisors, LLC 1,972 270,000 0.00%
133 REGENTATLANTIC CAPITAL LLC 1,993 273,000 0.00%
134 BRIDGES INVESTMENT MANAGEMENT INC 2,000 274,000 0.00%
135 HSBC HOLDINGS PLC 2,000 274,000 0.00%
136 Chesley Taft & Associates LLC 2,025 277,000 0.00%
137 BALENTINE LLC 2,029 278,000 0.00%
138 Addison Capital Co 2,030 278,000 0.00%
139 Financial Planning & Information Services, Inc. 2,039 279,000 0.00%
140 SVA Wealth Management, LLC 2,062 282,000 0.00%
141 BB&T INVESTMENT SERVICES, INC. 2,061 282,000 0.00%
142 Perigon Wealth Management, LLC 2,069 283,000 0.00%
143 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,075 284,000 0.00%
144 LAUREL WEALTH ADVISORS, INC. 2,092 286,000 0.00%
145 BANK OF STOCKTON 2,100 287,000 0.00%
146 Blue Edge Capital, LLC 2,112 289,027 0.00%
147 Jaffetilchin Investment Partners, LLC 2,140 293,000 0.00%
148 SULLIVAN, BRUYETTE, SPEROS & BLANEY, INC. 2,172 297,000 0.00%
149 NWAM LLC 2,183 299,000 0.00%
150 Sandy Spring Bank 2,203 301,000 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.