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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
151 HARVEY CAPITAL MANAGEMENT INC 2,200 301,000 0.00%
152 Sandy Spring Bank 2,203 301,000 0.00%
153 New England Investment & Retirement Group, Inc. 2,220 304,000 0.00%
154 HOLLENCREST CAPITAL MANAGEMENT 2,235 306,000 0.00%
155 BECK MACK & OLIVER LLC 2,254 308,000 0.00%
156 IndexIQ Advisors LLC 2,263 310,000 0.00%
157 CONNECTICUT WEALTH MANAGEMENT, LLC 2,264 311,000 0.00%
158 Simplicity Solutions, LLC 2,292 314,000 0.00%
159 PARALLEL ADVISORS, LLC 2,259 317,000 0.00%
160 Lenox Wealth Management, Inc. 2,339 320,000 0.00%
161 BUCKINGHAM STRATEGIC WEALTH, LLC 2,348 321,000 0.00%
162 COBIZ WEALTH, LLC 2,356 322,000 0.00%
163 BEACON FINANCIAL GROUP 2,375 324,000 0.00%
164 Cerity Partners OCIO LLC 2,375 325,000 0.00%
165 Financial Architects, Inc 2,377 325,000 0.00%
166 WEALTHCARE CAPITAL MANAGEMENT LLC 2,379 326,000 0.00%
167 Prospera Financial Services Inc 2,386 326,000 0.00%
168 BTC Capital Management, Inc. 2,400 328,000 0.00%
169 MURPHY CAPITAL MANAGEMENT INC 2,399 328,000 0.00%
170 Bangor Savings Bank 2,404 329,000 0.00%
171 LifePlan Financial Group, Inc 2,430 333,000 0.00%
172 FIRST NATIONAL BANK NORTH DAKOTA 2,434 333,000 0.00%
173 WBH ADVISORY INC 2,474 338,000 0.00%
174 Savant Capital, LLC 2,472 338,000 0.00%
175 PHH INVESTMENTS, LTD. 2,515 344,000 0.00%
176 TWO SIGMA INVESTMENTS, LP 2,525 346,000 0.00%
177 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,577 353,000 0.00%
178 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2,600 356,000 0.00%
179 CONDOR CAPITAL MANAGEMENT 2,602 356,000 0.00%
180 BRADLEY FOSTER & SARGENT INC/CT 2,607 357,000 0.00%
181 SEGALL BRYANT & HAMILL, LLC 2,611 357,000 0.00%
182 Pinnacle Advisory Group, Inc. 2,637 361,000 0.00%
183 Polaris Wealth Advisory Group, LLC 2,644 362,000 0.00%
184 AUSDAL FINANCIAL PARTNERS, INC. 2,663 364,000 0.00%
185 Simply Money Advisors 2,701 370,000 0.00%
186 WASHINGTON TRUST BANK 2,728 373,000 0.00%
187 SUTTON WEALTH ADVISORS INC. 2,732 373,874 0.00%
188 NewEdge Advisors, LLC 2,738 376,534 0.00%
189 Concorde Asset Management, LLC 2,812 385,000 0.00%
190 RELIANCE TRUST CO OF DELAWARE 2,856 391,000 0.00%
191 NewFocus Financial Group, LLC 2,858 391,000 0.00%
192 Dynamic Advisor Solutions LLC 2,864 392,000 0.00%
193 Sageworth Trust Co 2,880 394,000 0.00%
194 MOLONEY SECURITIES ASSET MANAGEMENT, LLC 2,893 396,000 0.00%
195 Texas Yale Capital Corp. 2,900 397,000 0.00%
196 Carroll Financial Associates, Inc. 2,948 403,000 0.00%
197 MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 2,970 406,000 0.00% PRN
198 Crestwood Advisors Group, LLC 2,882 406,000 0.00%
199 SMITH, MOORE & CO. 2,983 408,000 0.00%
200 Wilmington Savings Fund Society, FSB 2,997 410,000 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.