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

Institutional Holders (2017Q1)
Portfolio Summary: 68 Institutional holders with a total value of $201,542,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Focused Wealth Management, Inc 40 6,000 0.00%
3 Bartlett & Co. LLC 50 7,000 0.00%
4 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 70 9,000 0.00%
5 US BANCORP \DE\ 67 10,000 0.00%
6 PNC FINANCIAL SERVICES GROUP, INC. 153 22,000 0.01%
7 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 215 30,000 0.01%
8 BlackRock Finance, Inc. 232 33,000 0.02%
9 Exchange Capital Management, Inc. 246 35,000 0.02%
10 GENEOS WEALTH MANAGEMENT INC. 283 40,000 0.02%
11 NEXT Financial Group, Inc 344 49,000 0.02%
12 Burt Wealth Advisors 351 50,000 0.02%
13 Gemmer Asset Management LLC 670 95,000 0.05%
14 CWM, LLC 906 129,000 0.06%
15 WHITTIER TRUST CO OF NEVADA INC 975 138,000 0.07%
16 Ironwood Financial, llc 1,369 194,000 0.10%
17 BSC PRIVATE WEALTH MANAGEMENT, LLC 1,520 215,000 0.11%
18 CETERA INVESTMENT ADVISERS 1,547 219,000 0.11%
19 AUSDAL FINANCIAL PARTNERS, INC. 1,576 224,000 0.11%
20 BANK OF THE WEST 1,587 225,000 0.11%
21 Stratos Wealth Partners, LTD. 1,602 227,000 0.11%
22 Opus Capital Group, LLC 1,806 256,000 0.13%
23 GLOBAL RETIREMENT PARTNERS, LLC 1,806 256,000 0.13%
24 COMERICA SECURITIES INC 1,832 260,000 0.13%
25 Creative Planning 1,912 271,000 0.13%
26 WEALTHSOURCE PARTNERS, LLC 1,953 277,000 0.14%
27 Asset Management Group, Inc. 2,229 316,000 0.16%
28 ADVISOR GROUP, INC. 2,241 317,000 0.16%
29 FIRST CAPITAL ADVISORS GROUP, LLC. 2,362 335,000 0.17%
30 SCHRODER INVESTMENT MANAGEMENT GROUP 2,490 353,000 0.18%
31 Sigma Planning Corp 2,507 356,000 0.18%
32 Timber Hill LLC 2,940 417,000 0.21%
33 Liberty Capital Management, Inc. 3,065 435,000 0.22%
34 First Allied Advisory Services, Inc. 3,933 558,000 0.28%
35 NATIONAL PLANNING CORP 4,106 583,000 0.29%
36 VOYA FINANCIAL ADVISORS, INC. 4,154 589,000 0.29%
37 Cetera Advisor Networks LLC 4,693 667,000 0.33%
38 Cambridge Investment Research Advisors, Inc. 4,740 672,000 0.33%
39 LADENBURG THALMANN FINANCIAL SERVICES INC. 5,016 712,000 0.35%
40 THRESHOLD GROUP LLC 6,817 967,000 0.48%
41 HighTower Advisors, LLC 6,928 980,000 0.49%
42 IFP ADVISORS, INC 7,713 1,094,000 0.54%
43 CITIGROUP INC 7,998 1,135,000 0.56%
44 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8,409 1,193,000 0.59%
45 CITADEL ADVISORS LLC 8,557 1,214,000 0.60%
46 Mathes Company, Inc. 11,675 1,656,000 0.82%
47 Cetera Advisors LLC 11,882 1,681,000 0.83%
48 SUNTRUST BANKS INC 17,573 2,493,000 1.24%
49 West Coast Financial LLC 18,464 2,619,000 1.30%
50 Raymond James Financial Services Advisors, Inc. 18,857 2,675,000 1.33%
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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.