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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
251 REDW STANLEY FINANCIAL ADVISORS LLC 4,465 611,000 0.01%
252 DOWLING & YAHNKE LLC 4,568 625,000 0.01%
253 Accredited Investors Inc. 4,597 629,000 0.01%
254 Montecito Bank & Trust 4,598 629,000 0.01%
255 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4,705 644,000 0.01%
256 BROWN ADVISORY INC 4,758 651,000 0.01%
257 Courage Miller Partners, LLC 4,834 662,000 0.01%
258 INTERNATIONAL ASSETS HOLDING CORP 4,840 662,000 0.01%
259 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 4,823 663,000 0.01%
260 Focused Wealth Management, Inc 4,848 664,000 0.01%
261 Opus Capital Group, LLC 4,859 665,000 0.01%
262 Torch Wealth Management LLC 4,914 672,000 0.01%
263 BOSTON FAMILY OFFICE LLC 4,932 675,000 0.01%
264 Reynders McVeigh Capital Management, LLC 5,003 685,000 0.01%
265 BURNS J W & CO INC/NY 5,027 688,000 0.01%
266 VICUS CAPITAL 5,033 689,000 0.01%
267 QUADRANT CAPITAL GROUP LLC 5,135 698,000 0.01%
268 SUMMIT X, LLC 5,145 718,000 0.01%
269 FIRST NATIONAL TRUST CO 5,253 719,000 0.01%
270 Kessler Investment Group, LLC 5,437 744,000 0.01%
271 TRADITION CAPITAL MANAGEMENT LLC 5,454 746,000 0.01%
272 Waverly Advisors, LLC 5,473 749,000 0.01%
273 FINANCIAL COUNSELORS INC 5,576 763,000 0.01%
274 Azimuth Capital Management LLC 5,580 764,000 0.01%
275 Vantage Investment Advisors, LLC 5,586 764,000 0.01%
276 WESPAC Advisors, LLC 5,653 774,000 0.01%
277 Partnervest Advisory Services LLC 5,666 775,000 0.01%
278 Sequoia Financial Advisors, LLC 5,697 780,000 0.01%
279 TOTAL INVESTMENT MANAGEMENT INC 5,718 782,000 0.01%
280 Kovack Advisors, Inc. 5,758 788,000 0.01%
281 Parsec Financial Management, Inc. 5,772 790,000 0.01%
282 Glenview Trust Co 5,914 809,000 0.01%
283 CAPITAL INVESTMENT ADVISORY SERVICES, LLC 5,914 809,000 0.01%
284 CORNERSTONE ADVISORY, LLC 6,036 826,000 0.01%
285 KINGS POINT CAPITAL MANAGEMENT 6,073 831,000 0.01%
286 HOWARD CAPITAL MANAGEMENT 6,190 847,000 0.01%
287 JMG Financial Group, Ltd. 6,265 857,000 0.01%
288 TD ASSET MANAGEMENT INC 6,313 864,000 0.01%
289 DUNCKER STREETT & CO INC 6,368 871,000 0.01%
290 BRISTLECONE ADVISORS, LLC 6,373 872,000 0.01%
291 PINNACLE FINANCIAL PARTNERS INC 6,384 874,000 0.01%
292 Haverford Trust Co 6,398 876,000 0.01%
293 JNBA Financial Advisors 6,657 911,000 0.01%
294 GUARDIAN CAPITAL ADVISORS LP 6,585 916,000 0.01%
295 FLAGSHIP HARBOR ADVISORS, LLC 6,671 918,000 0.01%
296 New England Private Wealth Advisors LLC 6,780 928,000 0.01%
297 Edgestream Partners, L.P. 6,790 929,000 0.01%
298 DAY & ENNIS, LLC 6,825 934,000 0.01%
299 Choate Investment Advisors 6,898 943,992 0.01%
300 ZEKE CAPITAL ADVISORS, LLC 6,962 953,000 0.01%
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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.