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

Institutional Holders (2016Q2)
Portfolio Summary: 144 Institutional holders with a total value of $534,432,583.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 EDMOND DE ROTHSCHILD (SUISSE) S.A. 898 91,000 0.02%
102 TRUST CO 824 83,000 0.02%
103 Ironwood Financial, llc 751 76,000 0.01%
104 J.SAFRA ASSET MANAGEMENT CORP 750 76,000 0.01%
105 CT Financial Advisors LLC 517 52,163 0.01%
106 Apriem Advisors 500 50,000 0.01%
107 MANUFACTURERS LIFE INSURANCE COMPANY, THE 475 48,000 0.01%
108 SCHRODER INVESTMENT MANAGEMENT GROUP 450 45,000 0.01%
109 CWM, LLC 420 42,000 0.01%
110 CRIBSTONE CAPITAL MANAGEMENT, LLC 400 40,000 0.01%
111 Carroll Financial Associates, Inc. 379 38,000 0.01%
112 KELMAN-LAZAROV, INC. 370 37,618 0.01%
113 COCONUT GROVE BANK 331 33,000 0.01%
114 Community Bank, N.A. 315 32,000 0.01%
115 BARCLAYS PLC 300 30,000 0.01%
116 FineMark National Bank & Trust 277 28,000 0.01%
117 Creative Planning 260 26,000 0.00%
118 WHITTIER TRUST CO OF NEVADA INC 250 25,000 0.00%
119 Evercore Wealth Management, LLC 245 25,000 0.00%
120 MV CAPITAL MANAGEMENT, INC. 223 23,000 0.00%
121 Advisory Services Network, LLC 227 23,000 0.00%
122 Mercer Capital Advisers, Inc. 200 20,000 0.00%
123 Oakworth Capital, Inc. 200 20,000 0.00%
124 US BANCORP \DE\ 190 19,000 0.00%
125 INTEGRATED WEALTH MANAGEMENT 190 19,000 0.00%
126 COUNTRY TRUST BANK 175 18,000 0.00%
127 Endurance Wealth Management, Inc. 130 13,000 0.00%
128 Sunbelt Securities, Inc. 125 12,574 0.00%
129 DIVIDEND ASSETS CAPITAL, LLC 100 10,000 0.00%
130 BALDWIN WEALTH PARTNERS LLC/MA 100 10,000 0.00%
131 HUNTINGTON NATIONAL BANK 94 9,000 0.00% PRN
132 Argentus Capital Management, LLC 94 9,000 0.00%
133 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 87 8,000 0.00%
134 Patten Group, Inc. 75 7,574 0.00%
135 SEI INVESTMENTS CO 74 7,000 0.00%
136 Vantage Investment Advisors, LLC 68 7,000 0.00%
137 American Research & Management Co. 62 6,000 0.00%
138 Focused Wealth Management, Inc 62 6,000 0.00%
139 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 36 4,000 0.00%
140 ANCHOR INVESTMENT MANAGEMENT, LLC 30 3,030 0.00%
141 GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC 19 1,000 0.00%
142 CUTLER GROUP LLC / CA 500 1,000 0.00% Call
143 JACOBI CAPITAL MANAGEMENT LLC 0 0 0.00%
144 Parallax Volatility Advisers, L.P. 1 0 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.