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

Institutional Holders (2017Q1)
Portfolio Summary: 97 Institutional holders with a total value of $347,649,226.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 ASSETMARK, INC 16 2,000 0.00%
3 D.A. DAVIDSON & CO. 38 5,000 0.00%
4 Bartlett & Co. LLC 30 5,000 0.00%
5 WESTSIDE INVESTMENT MANAGEMENT, INC. 55 8,226 0.00%
6 GENEOS WEALTH MANAGEMENT INC. 64 9,000 0.00%
7 FIFTH THIRD BANCORP 90 14,000 0.00%
8 DUNCKER STREETT & CO INC 100 15,000 0.00%
9 Capital Directions Investment Advisors, LLC 100 15,000 0.00%
10 NEXT Financial Group, Inc 104 16,000 0.00%
11 AlphaMark Advisors, LLC 115 17,000 0.00%
12 Advisors Preferred, LLC 131 20,000 0.01%
13 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 155 23,000 0.01%
14 FUSION FAMILY WEALTH, LLC 170 26,000 0.01% SH
15 CREATIVE FINANCIAL DESIGNS INC /ADV 175 26,000 0.01%
16 WHITTIER TRUST CO OF NEVADA INC 250 38,000 0.01%
17 FOUNDERS CAPITAL MANAGEMENT 284 43,000 0.01%
18 VALLEY WEALTH MANAGERS, INC. 300 45,000 0.01%
19 IHT WEALTH MANAGEMENT, LLC 475 56,000 0.02%
20 Financial Architects, Inc 375 57,000 0.02%
21 Glassman Wealth Services 467 70,000 0.02%
22 ASSET DEDICATION, LLC 535 81,000 0.02%
23 CENTRAL TRUST Co 535 81,000 0.02%
24 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 617 93,000 0.03%
25 US BANCORP \DE\ 669 101,000 0.03%
26 PNC FINANCIAL SERVICES GROUP, INC. 675 102,000 0.03%
27 CLEAR PERSPECTIVE ADVISORS, LLC 950 143,000 0.04%
28 CITIGROUP INC 1,200 181,000 0.05%
29 Edge Wealth Management LLC 1,322 200,000 0.06%
30 ROBERTSON STEPHENS ADVISORS LLC 1,367 206,000 0.06%
31 Stratos Wealth Partners, LTD. 1,368 206,000 0.06%
32 Bank of New York Mellon Corp 1,426 215,000 0.06%
33 CIBC WORLD MARKET INC. 1,550 234,000 0.07%
34 First Allied Advisory Services, Inc. 1,552 234,000 0.07%
35 Cambridge Investment Research Advisors, Inc. 1,568 237,000 0.07%
36 Raab & Moskowitz Asset Management LLC 1,612 243,000 0.07%
37 HSBC HOLDINGS PLC 1,698 256,000 0.07%
38 Estate Counselors, LLC 1,800 272,000 0.08%
39 COMMERCE BANK 1,879 284,000 0.08%
40 BOKF, NA 1,928 291,000 0.08%
41 ADVISOR GROUP, INC. 1,971 297,000 0.09%
42 J.P. Morgan Private Wealth Advisors LLC 1,981 299,000 0.09%
43 OPPENHEIMER & CO INC 1,988 300,000 0.09%
44 Transamerica Financial Advisors, LLC 2,036 308,000 0.09%
45 Creative Planning 2,222 335,000 0.10%
46 Private Advisor Group, LLC 2,411 361,000 0.10%
47 RAY GERALD L & ASSOCIATES LTD 2,439 368,000 0.11%
48 Advisory Services Network, LLC 2,877 434,000 0.12%
49 Karp Capital Management Corp 2,895 437,000 0.13%
50 BANK OF MONTREAL /CAN/ 3,145 475,000 0.14%
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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.