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

Institutional Holders (2016Q4)
Portfolio Summary: 95 Institutional holders with a total value of $278,373,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Bartlett & Co. LLC 30 4,000 0.00%
3 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 65 9,000 0.00%
4 GENEOS WEALTH MANAGEMENT INC. 64 9,000 0.00%
5 WEBSTER BANK, N. A. 83 12,000 0.00%
6 Kistler-Tiffany Companies, LLC 88 12,000 0.00%
7 FIFTH THIRD BANCORP 90 13,000 0.00%
8 HUNTINGTON NATIONAL BANK 100 14,000 0.01% PRN
9 DUNCKER STREETT & CO INC 100 14,000 0.01%
10 Capital Directions Investment Advisors, LLC 100 14,000 0.01%
11 AlphaMark Advisors, LLC 115 16,000 0.01%
12 Plante Moran Financial Advisors, LLC 165 23,000 0.01%
13 FUSION FAMILY WEALTH, LLC 170 24,000 0.01% SH
14 EDMOND DE ROTHSCHILD HOLDING S.A. 175 24,000 0.01%
15 WHITTIER TRUST CO OF NEVADA INC 250 35,000 0.01%
16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 283 40,000 0.01%
17 VALLEY WEALTH MANAGERS, INC. 300 42,000 0.02%
18 Financial Architects, Inc 374 53,000 0.02%
19 Stanford Investment Group, Inc. 423 60,000 0.02%
20 Glassman Wealth Services 467 66,000 0.02%
21 ASSET DEDICATION, LLC 535 76,000 0.03%
22 CENTRAL TRUST Co 535 76,000 0.03%
23 IHT WEALTH MANAGEMENT, LLC 544 78,000 0.03%
24 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 617 87,000 0.03%
25 PNC FINANCIAL SERVICES GROUP, INC. 674 95,000 0.03%
26 CREATIVE FINANCIAL DESIGNS INC /ADV 755 107,000 0.04%
27 CLEAR PERSPECTIVE ADVISORS, LLC 1,025 145,000 0.05%
28 ADVISOR GROUP, INC. 1,150 163,000 0.06%
29 Virtu KCG Holdings LLC 1,423 201,000 0.07%
30 Edge Wealth Management LLC 1,535 217,000 0.08%
31 MANDATUM LIFE INSURANCE CO LTD 1,608 227,000 0.08%
32 NEXT Financial Group, Inc 1,638 232,000 0.08%
33 RAY GERALD L & ASSOCIATES LTD 1,769 250,000 0.09%
34 Estate Counselors, LLC 1,800 255,000 0.09%
35 BRADLEY FOSTER & SARGENT INC/CT 1,800 255,000 0.09%
36 BOKF, NA 1,928 273,000 0.10%
37 Creative Planning 1,942 275,000 0.10%
38 CREDIT SUISSE AG/ 1,956 277,000 0.10%
39 CITIGROUP INC 1,956 277,000 0.10%
40 OPPENHEIMER & CO INC 2,007 284,000 0.10%
41 Transamerica Financial Advisors, LLC 2,051 290,000 0.10%
42 SG Americas Securities, LLC 2,063 292,000 0.10%
43 First Allied Advisory Services, Inc. 2,178 308,000 0.11%
44 Cambridge Investment Research Advisors, Inc. 2,193 310,000 0.11%
45 Raab & Moskowitz Asset Management LLC 2,238 316,000 0.11%
46 COMMERCE BANK 2,234 316,000 0.11%
47 BANK OF MONTREAL /CAN/ 2,753 385,000 0.14%
48 Karp Capital Management Corp 2,895 409,000 0.15%
49 BB&T SECURITIES, LLC 2,840 424,000 0.15%
50 WOLVERINE TRADING LP /BD 3,083 436,000 0.16%
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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.