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

Institutional Holders (2016Q4)
Portfolio Summary: 136 Institutional holders with a total value of $396,231,614.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 ASSETMARK, INC 20 2,000 0.00%
3 YORKBRIDGE WEALTH PARTNERS, LLC 33 3,000 0.00%
4 Hanson & Doremus Investment Management 42 3,982 0.00%
5 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 50 5,000 0.00%
6 Focused Wealth Management, Inc 62 6,000 0.00%
7 American Research & Management Co. 62 6,000 0.00%
8 BENJAMIN F. EDWARDS & COMPANY, INC. 60 6,000 0.00%
9 Vantage Investment Advisors, LLC 68 6,000 0.00%
10 Patten Group, Inc. 75 7,000 0.00%
11 HUNTINGTON NATIONAL BANK 94 9,000 0.00% PRN
12 BALDWIN WEALTH PARTNERS LLC/MA 100 9,000 0.00%
13 PFLUG KOORY, LLC 108 10,000 0.00%
14 CREATIVE FINANCIAL DESIGNS INC /ADV 122 12,000 0.00%
15 Endurance Wealth Management, Inc. 130 12,000 0.00%
16 Alexandria Capital, LLC 126 12,000 0.00%
17 TRUST CO 136 13,000 0.00%
18 Ancora Advisors LLC 150 14,000 0.00%
19 MANUFACTURERS LIFE INSURANCE COMPANY, THE 167 16,000 0.00%
20 COUNTRY TRUST BANK 175 17,000 0.00%
21 Ballentine Partners, LLC 190 18,000 0.00%
22 Oakworth Capital, Inc. 200 19,000 0.00%
23 Mercer Capital Advisers, Inc. 200 19,000 0.00%
24 MV CAPITAL MANAGEMENT, INC. 223 21,000 0.01%
25 WEBSTER BANK, N. A. 231 22,000 0.01%
26 WHITTIER TRUST CO OF NEVADA INC 250 24,000 0.01%
27 Community Bank, N.A. 260 25,000 0.01%
28 PARALLEL ADVISORS, LLC 275 26,000 0.01%
29 FineMark National Bank & Trust 277 26,000 0.01%
30 BARCLAYS PLC 300 28,000 0.01%
31 COCONUT GROVE BANK 331 31,000 0.01%
32 Carroll Financial Associates, Inc. 379 35,000 0.01%
33 KELMAN-LAZAROV, INC. 370 35,083 0.01%
34 CRIBSTONE CAPITAL MANAGEMENT, LLC 400 38,000 0.01%
35 CWM, LLC 420 40,000 0.01%
36 SCHRODER INVESTMENT MANAGEMENT GROUP 450 43,000 0.01%
37 Apriem Advisors 500 47,000 0.01%
38 US BANCORP \DE\ 520 49,000 0.01%
39 CT Financial Advisors LLC 520 49,349 0.01%
40 SALEM INVESTMENT COUNSELORS INC 700 66,000 0.02%
41 Ironwood Financial, llc 751 71,000 0.02%
42 Creative Planning 772 73,000 0.02%
43 Compagnie Lombard Odier SCmA 800 76,000 0.02%
44 AlphaMark Advisors, LLC 1,060 101,000 0.03%
45 Evercore Wealth Management, LLC 1,245 118,000 0.03%
46 JPMORGAN CHASE & CO 1,382 131,000 0.03%
47 NOMURA ASSET MANAGEMENT CO LTD 1,400 133,000 0.03%
48 Glassman Wealth Services 1,420 135,000 0.03%
49 WHITTIER TRUST CO 1,420 135,000 0.03%
50 BESSEMER GROUP INC 1,497 142,000 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.