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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 Alaska Permanent Capital Management, LLC 16,530 1,823,000 0.18%
52 Hilton Capital Management, LLC 15,500 1,710,000 0.17% PRN
53 SignalPoint Asset Management, LLC 14,502 1,600,000 0.16%
54 ALESCO ADVISORS LLC 13,900 1,534,000 0.15%
55 Janney Montgomery Scott LLC 13,240 1,461,000 0.15%
56 LADENBURG THALMANN FINANCIAL SERVICES INC. 13,238 1,460,000 0.15%
57 KEYBANK NATIONAL ASSOCIATION/OH 12,577 1,388,000 0.14%
58 Sage Advisory Services, Ltd.Co. 12,487 1,378,000 0.14%
59 Mechanics Bank Trust Department 10,685 1,179,000 0.12%
60 Bank of New York Mellon Corp 10,494 1,158,000 0.12%
61 Legacy Private Trust Co. 9,078 1,002,000 0.10%
62 PNC FINANCIAL SERVICES GROUP, INC. 8,780 970,000 0.10%
63 JOHNSON INVESTMENT COUNSEL INC 8,768 967,000 0.10%
64 STIFEL FINANCIAL CORP 8,158 901,000 0.09%
65 CIBC WORLD MARKET INC. 8,093 893,000 0.09%
66 SYMMETRY PARTNERS, LLC 7,967 879,000 0.09%
67 Tortoise Investment Management, LLC 7,215 796,000 0.08%
68 UNITED CAPITAL FINANCIAL ADVISORS, LLC 395 790,000 0.08%
69 Horizon Kinetics LLC 6,780 748,000 0.08%
70 Sigma Investment Management Co 5,951 657,000 0.07%
71 North Star Investment Management Corp. 5,900 651,000 0.07%
72 HighTower Advisors, LLC 5,532 611,000 0.06%
73 Stockman Wealth Management, Inc. 5,500 607,000 0.06%
74 FMR LLC 5,500 607,000 0.06%
75 Horizon Investments, LLC 5,450 601,000 0.06%
76 SHEPHERD FINANCIAL PARTNERS LLC 5,253 579,000 0.06%
77 Asset Management One Co., Ltd. 5,200 574,000 0.06%
78 Mirae Asset Global Investments Co., Ltd. 5,200 574,000 0.06%
79 WEDBUSH SECURITIES INC 4,999 552,000 0.06%
80 RONALD BLUE & CO LLC 4,882 539,000 0.05%
81 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,611 509,000 0.05%
82 BANK OF MONTREAL /CAN/ 4,581 505,000 0.05%
83 Stanley-Laman Group, Ltd. 3,781 417,000 0.04%
84 Stratos Wealth Partners, LTD. 3,695 408,000 0.04%
85 Sigma Planning Corp 3,483 384,000 0.04%
86 COMERICA SECURITIES INC 3,291 363,000 0.04%
87 LIDO ADVISORS, LLC 3,245 358,000 0.04%
88 Private Advisor Group, LLC 3,199 353,000 0.04%
89 BAIRD FINANCIAL GROUP, INC. 3,188 352,000 0.04%
90 East Coast Asset Management, LLC. 3,052 337,000 0.03%
91 Polaris Wealth Advisory Group, LLC 2,986 329,000 0.03%
92 CORNERSTONE WEALTH MANAGEMENT, LLC 2,962 323,000 0.03%
93 BB&T SECURITIES, LLC 2,923 322,000 0.03%
94 Winfield Associates, Inc. 2,895 319,000 0.03%
95 SUNTRUST BANKS INC 2,886 318,000 0.03%
96 VICUS CAPITAL 2,721 300,000 0.03%
97 MML INVESTORS SERVICES, INC. 2,704 298,000 0.03%
98 Orion Porfolio Solutions, LLC 2,636 291,000 0.03%
99 Destination Wealth Management 2,524 278,000 0.03%
100 Pinnacle Advisory Group, Inc. 2,431 268,000 0.03%
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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.