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

Institutional Holders (2016Q3)
Portfolio Summary: 120 Institutional holders with a total value of $1,355,971,767.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 BLACKROCK ADVISORS LLC 1 0 0.00%
3 Orion Porfolio Solutions, LLC 2 0 0.00%
4 Argentus Capital Management, LLC 0 0 0.00%
5 BlackRock Finance, Inc. 11 1,000 0.00%
6 NEXT Financial Group, Inc 13 1,000 0.00%
7 Transamerica Financial Advisors, LLC 1 1,000 0.00%
8 INTEGRATED WEALTH MANAGEMENT 6 1,000 0.00%
9 ASSETMARK, INC 19 2,000 0.00%
10 Ameritas Investment Partners, Inc. 50 5,000 0.00%
11 WFG Advisors, LP 52 6,000 0.00%
12 ALPHA OMEGA WEALTH MANAGEMENT LLC 58 6,000 0.00%
13 INTEGRATED WEALTH COUNSEL, LLC 90 10,000 0.00%
14 Alexandria Capital, LLC 90 10,000 0.00%
15 Glassman Wealth Services 114 13,000 0.00%
16 Advisory Services Network, LLC 122 13,000 0.00%
17 MCF Advisors LLC 147 16,000 0.00%
18 Carroll Financial Associates, Inc. 200 22,000 0.00%
19 Avior Wealth Management, LLC 286 32,000 0.00%
20 Cranbrook Wealth Management, LLC 394 44,000 0.00%
21 BANK OF MONTREAL /CAN/ 540 60,000 0.00%
22 MEEDER ASSET MANAGEMENT INC 601 66,000 0.00%
23 Tradewinds Capital Management, LLC 671 74,000 0.01%
24 MOSAIC FAMILY WEALTH, LLC 883 98,000 0.01%
25 Shamrock Asset Management LLC 907 100,000 0.01%
26 FIFTH THIRD BANCORP 1,044 115,000 0.01%
27 Creative Planning 1,093 121,000 0.01%
28 US BANCORP \DE\ 1,204 133,000 0.01%
29 WEALTHPLAN PARTNERS, LLC 1,620 178,767 0.01%
30 SEI INVESTMENTS CO 1,866 206,000 0.02%
31 Cetera Advisors LLC 1,894 209,000 0.02%
32 Aull & Monroe Investment Management Corp 1,942 214,000 0.02%
33 Pure Financial Advisors, LLC 2,251 249,000 0.02%
34 Destination Wealth Management 2,263 250,000 0.02%
35 North Star Investment Management Corp. 2,300 254,000 0.02%
36 Sigma Planning Corp 2,475 273,000 0.02%
37 CHOREO, LLC 2,721 300,000 0.02%
38 Salient Capital Advisors, LLC 2,731 302,000 0.02%
39 Pinnacle Advisory Group, Inc. 2,748 303,000 0.02%
40 Winfield Associates, Inc. 2,895 320,000 0.02%
41 Stratos Wealth Partners, LTD. 2,990 330,000 0.02%
42 East Coast Asset Management, LLC. 3,182 351,000 0.03%
43 Alpha Cubed Investments, LLC 3,393 375,000 0.03%
44 Horizon Investments, LLC 3,705 409,000 0.03%
45 JPMORGAN CHASE & CO 4,000 442,000 0.03%
46 Financial Management Professionals, Inc. 5,072 450,000 0.03%
47 ADVISOR GROUP, INC. 4,083 450,000 0.03%
48 IFP ADVISORS, INC 4,125 456,000 0.03%
49 CORNERSTONE WEALTH MANAGEMENT, LLC 4,309 475,000 0.04%
50 RONALD BLUE & CO LLC 4,882 539,000 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.