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

Institutional Holders (2016Q1)
Portfolio Summary: 131 Institutional holders with a total value of $522,905,058.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 400 0 0.00% Call
2 Argentus Capital Management, LLC 0 0 0.00%
3 Parallax Volatility Advisers, L.P. 1 0 0.00%
4 GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC 19 1,000 0.00%
5 ANCHOR INVESTMENT MANAGEMENT, LLC 30 2,889 0.00%
6 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 36 3,000 0.00%
7 AXA S.A. 47 5,000 0.00%
8 Vantage Investment Advisors, LLC 67 6,000 0.00%
9 Focused Wealth Management, Inc 62 6,000 0.00%
10 American Research & Management Co. 62 6,000 0.00%
11 Patten Group, Inc. 75 7,222 0.00%
12 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 87 8,000 0.00%
13 BALDWIN WEALTH PARTNERS LLC/MA 100 10,000 0.00%
14 WOODMONT INVESTMENT COUNSEL LLC 101 10,000 0.00%
15 Advisory Services Network, LLC 100 10,000 0.00%
16 HUNTINGTON NATIONAL BANK 94 10,000 0.00% PRN
17 Sunbelt Securities, Inc. 123 11,878 0.00%
18 Endurance Wealth Management, Inc. 130 13,000 0.00%
19 SEI INVESTMENTS CO 167 16,000 0.00%
20 COUNTRY TRUST BANK 175 17,000 0.00%
21 INTEGRATED WEALTH MANAGEMENT 190 18,000 0.00%
22 US BANCORP \DE\ 190 18,000 0.00%
23 Oakworth Capital, Inc. 200 19,000 0.00%
24 Mercer Capital Advisers, Inc. 200 19,000 0.00%
25 MV CAPITAL MANAGEMENT, INC. 223 21,000 0.00%
26 Evercore Wealth Management, LLC 245 24,000 0.00%
27 WHITTIER TRUST CO OF NEVADA INC 250 24,000 0.00%
28 Creative Planning 260 25,000 0.00%
29 FineMark National Bank & Trust 277 27,000 0.01%
30 Carroll Financial Associates, Inc. 315 30,000 0.01%
31 MANUFACTURERS LIFE INSURANCE COMPANY, THE 316 31,000 0.01%
32 CWM, LLC 320 31,000 0.01%
33 COCONUT GROVE BANK 331 32,000 0.01%
34 Community Bank, N.A. 361 35,000 0.01%
35 JPMORGAN CHASE & CO 382 37,000 0.01%
36 SCHRODER INVESTMENT MANAGEMENT GROUP 450 43,000 0.01%
37 Apriem Advisors 500 48,000 0.01%
38 CT Financial Advisors LLC 512 49,279 0.01%
39 KELMAN-LAZAROV, INC. 570 55,000 0.01%
40 EDMOND DE ROTHSCHILD (SUISSE) S.A. 600 58,000 0.01%
41 TRUST CO 823 79,000 0.02%
42 Ironwood Financial, llc 823 79,000 0.02%
43 AlphaMark Advisors, LLC 1,060 102,000 0.02%
44 EDMOND DE ROTHSCHILD HOLDING S.A. 1,093 105,000 0.02%
45 Lombard Odier Transatlantic Ltd 1,105 106,000 0.02%
46 WHITTIER TRUST CO 1,420 137,000 0.03%
47 Glassman Wealth Services 1,420 137,000 0.03%
48 BESSEMER GROUP INC 1,674 161,000 0.03%
49 GENEOS WEALTH MANAGEMENT INC. 1,849 179,000 0.03%
50 WELL DONE, LLC 2,088 201,000 0.04%
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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.