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

Institutional Holders (2017Q2)
Portfolio Summary: 135 Institutional holders with a total value of $994,467,931.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 BB&T INVESTMENT SERVICES, INC. 10 1,000 0.00%
3 Transamerica Financial Advisors, LLC 1 1,000 0.00%
4 ASSETMARK, INC 19 2,000 0.00%
5 GLOBAL RETIREMENT PARTNERS, LLC 29 3,000 0.00%
6 PFLUG KOORY, LLC 33 4,000 0.00%
7 Ameritas Investment Partners, Inc. 50 5,000 0.00%
8 ADVANTAGE INVESTMENT MANAGEMENT, LLC 41 5,000 0.00%
9 WFG Advisors, LP 52 6,000 0.00%
10 ALPHA OMEGA WEALTH MANAGEMENT LLC 58 6,000 0.00%
11 PARALLEL ADVISORS, LLC 53 6,000 0.00%
12 MASSEY QUICK SIMON & CO., LLC 57 6,000 0.00%
13 CREATIVE FINANCIAL DESIGNS INC /ADV 61 7,000 0.00%
14 Advisory Services Network, LLC 122 13,000 0.00%
15 CWM, LLC 145 16,000 0.00%
16 Creative Planning 163 18,000 0.00%
17 Carroll Financial Associates, Inc. 200 22,000 0.00%
18 YORKBRIDGE WEALTH PARTNERS, LLC 228 25,000 0.00%
19 Avior Wealth Management, LLC 286 32,000 0.00%
20 WHITTIER TRUST CO 650 72,000 0.01%
21 SEI INVESTMENTS CO 657 72,000 0.01%
22 MOSAIC FAMILY WEALTH, LLC 883 97,000 0.01%
23 Shamrock Asset Management LLC 907 100,000 0.01%
24 MEEDER ASSET MANAGEMENT INC 932 103,000 0.01%
25 FOUNDERS CAPITAL MANAGEMENT 1,070 118,000 0.01%
26 Compagnie Lombard Odier SCmA 1,550 171,000 0.02%
27 Virtu KCG Holdings LLC 1,823 201,000 0.02%
28 STABLEFORD CAPITAL II LLC 1,825 201,000 0.02%
29 COLDSTREAM CAPITAL MANAGEMENT INC 1,827 202,000 0.02%
30 FIFTH THIRD BANCORP 1,844 203,000 0.02%
31 Sandy Spring Bank 1,911 211,000 0.02%
32 IFP ADVISORS, INC 1,978 218,000 0.02%
33 ROWLAND CARMICHAEL ADVISORS INC /ADV 1,977 218,000 0.02%
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,125 234,000 0.02%
35 Pure Financial Advisors, LLC 2,260 249,000 0.03%
36 Pinnacle Advisory Group, Inc. 2,431 268,000 0.03%
37 Destination Wealth Management 2,524 278,000 0.03%
38 Orion Porfolio Solutions, LLC 2,636 291,000 0.03%
39 MML INVESTORS SERVICES, INC. 2,704 298,000 0.03%
40 VICUS CAPITAL 2,721 300,000 0.03%
41 SUNTRUST BANKS INC 2,886 318,000 0.03%
42 Winfield Associates, Inc. 2,895 319,000 0.03%
43 BB&T SECURITIES, LLC 2,923 322,000 0.03%
44 CORNERSTONE WEALTH MANAGEMENT, LLC 2,962 323,000 0.03%
45 Polaris Wealth Advisory Group, LLC 2,986 329,000 0.03%
46 East Coast Asset Management, LLC. 3,052 337,000 0.03%
47 BAIRD FINANCIAL GROUP, INC. 3,188 352,000 0.04%
48 Private Advisor Group, LLC 3,199 353,000 0.04%
49 LIDO ADVISORS, LLC 3,245 358,000 0.04%
50 COMERICA SECURITIES INC 3,291 363,000 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.