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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
51 Sigma Planning Corp 3,483 384,000 0.04%
52 Stratos Wealth Partners, LTD. 3,695 408,000 0.04%
53 Stanley-Laman Group, Ltd. 3,781 417,000 0.04%
54 BANK OF MONTREAL /CAN/ 4,581 505,000 0.05%
55 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,611 509,000 0.05%
56 RONALD BLUE & CO LLC 4,882 539,000 0.05%
57 WEDBUSH SECURITIES INC 4,999 552,000 0.06%
58 Mirae Asset Global Investments Co., Ltd. 5,200 574,000 0.06%
59 Asset Management One Co., Ltd. 5,200 574,000 0.06%
60 SHEPHERD FINANCIAL PARTNERS LLC 5,253 579,000 0.06%
61 Horizon Investments, LLC 5,450 601,000 0.06%
62 Stockman Wealth Management, Inc. 5,500 607,000 0.06%
63 FMR LLC 5,500 607,000 0.06%
64 HighTower Advisors, LLC 5,532 611,000 0.06%
65 North Star Investment Management Corp. 5,900 651,000 0.07%
66 Sigma Investment Management Co 5,951 657,000 0.07%
67 Horizon Kinetics LLC 6,780 748,000 0.08%
68 UNITED CAPITAL FINANCIAL ADVISORS, LLC 395 790,000 0.08%
69 Tortoise Investment Management, LLC 7,215 796,000 0.08%
70 SYMMETRY PARTNERS, LLC 7,967 879,000 0.09%
71 CIBC WORLD MARKET INC. 8,093 893,000 0.09%
72 STIFEL FINANCIAL CORP 8,158 901,000 0.09%
73 JOHNSON INVESTMENT COUNSEL INC 8,768 967,000 0.10%
74 PNC FINANCIAL SERVICES GROUP, INC. 8,780 970,000 0.10%
75 Legacy Private Trust Co. 9,078 1,002,000 0.10%
76 Bank of New York Mellon Corp 10,494 1,158,000 0.12%
77 Mechanics Bank Trust Department 10,685 1,179,000 0.12%
78 Sage Advisory Services, Ltd.Co. 12,487 1,378,000 0.14%
79 KEYBANK NATIONAL ASSOCIATION/OH 12,577 1,388,000 0.14%
80 LADENBURG THALMANN FINANCIAL SERVICES INC. 13,238 1,460,000 0.15%
81 Janney Montgomery Scott LLC 13,240 1,461,000 0.15%
82 ALESCO ADVISORS LLC 13,900 1,534,000 0.15%
83 SignalPoint Asset Management, LLC 14,502 1,600,000 0.16%
84 Hilton Capital Management, LLC 15,500 1,710,000 0.17% PRN
85 Alaska Permanent Capital Management, LLC 16,530 1,823,000 0.18%
86 Institute for Wealth Management, LLC. 16,956 1,874,000 0.19%
87 Commonwealth Equity Services, Inc 17,862 1,971,000 0.20%
88 RATIONAL ADVISORS, INC. 18,299 2,019,000 0.20%
89 AGILIS PARTNERS LLC 18,334 2,023,000 0.20%
90 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 18,957 2,091,000 0.21%
91 Concert Wealth Management Inc. 20,096 2,225,000 0.22%
92 JPMORGAN CHASE & CO 21,364 2,357,000 0.24%
93 Raymond James Financial Services Advisors, Inc. 21,774 2,402,000 0.24%
94 Ifrah Financial Services, Inc. 23,714 2,616,000 0.26%
95 PRIVATE ADVISORY GROUP LLC 23,984 2,646,000 0.27% SH
96 CITIGROUP INC 24,392 2,691,000 0.27%
97 JACOBS ASSET MANAGEMENT, LLC 25,000 2,758,000 0.28%
98 Allianz Asset Management GmbH 25,970 2,865,000 0.29%
99 DRW Securities, LLC 28,218 3,113,000 0.31%
100 COMERICA BANK 29,973 3,307,000 0.33%
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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.