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

Institutional Holders (2017Q2)
Portfolio Summary: 78 Institutional holders with a total value of $219,702,293.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 SYNOVUS FINANCIAL CORP 41 6,000 0.00%
3 Focused Wealth Management, Inc 40 6,000 0.00%
4 Bartlett & Co. LLC 50 7,000 0.00%
5 IHT WEALTH MANAGEMENT, LLC 2,009 11,000 0.01%
6 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 93 13,000 0.01%
7 PNC FINANCIAL SERVICES GROUP, INC. 153 22,000 0.01%
8 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 189 28,000 0.01%
9 Winslow, Evans & Crocker, Inc. 200 28,822 0.01%
10 Gemmer Asset Management LLC 213 31,000 0.01%
11 BlackRock Finance, Inc. 232 34,000 0.02%
12 Exchange Capital Management, Inc. 246 36,000 0.02%
13 GENEOS WEALTH MANAGEMENT INC. 283 41,000 0.02%
14 US BANCORP \DE\ 457 67,000 0.03%
15 NewEdge Advisors, LLC 590 86,400 0.04%
16 Burt Wealth Advisors 694 101,000 0.05%
17 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 793 116,071 0.05%
18 CWM, LLC 906 133,000 0.06%
19 NEXT Financial Group, Inc 1,041 152,000 0.07%
20 D.A. DAVIDSON & CO. 1,246 182,000 0.08%
21 Ironwood Financial, llc 1,369 200,000 0.09%
22 BSC PRIVATE WEALTH MANAGEMENT, LLC 1,520 223,000 0.10%
23 BANK OF THE WEST 1,587 232,000 0.11%
24 AUSDAL FINANCIAL PARTNERS, INC. 1,616 237,000 0.11%
25 Opus Capital Group, LLC 1,750 256,000 0.12%
26 COMERICA SECURITIES INC 1,818 266,000 0.12%
27 GLOBAL RETIREMENT PARTNERS, LLC 1,849 271,000 0.12%
28 WEALTHSOURCE PARTNERS, LLC 1,953 286,000 0.13%
29 Timber Hill LLC 1,963 287,000 0.13%
30 Sigma Planning Corp 1,980 290,000 0.13%
31 SCHRODER INVESTMENT MANAGEMENT GROUP 2,015 294,000 0.13%
32 Creative Planning 2,076 304,000 0.14%
33 Stratos Wealth Partners, LTD. 2,198 322,000 0.15%
34 Asset Management Group, Inc. 2,229 326,000 0.15%
35 FMR LLC 2,400 351,000 0.16%
36 ADVISOR GROUP, INC. 2,474 363,000 0.17%
37 Atria Investments, Inc 2,840 416,000 0.19%
38 GENWEALTH GROUP, INC. 2,917 426,000 0.19%
39 Liberty Capital Management, Inc. 3,065 449,000 0.20%
40 Dana Investment Advisors, Inc. 3,550 520,000 0.24%
41 First Allied Advisory Services, Inc. 3,922 574,000 0.26%
42 BESSEMER GROUP INC 4,000 585,000 0.27%
43 Cambridge Investment Research Advisors, Inc. 4,189 613,000 0.28%
44 VOYA FINANCIAL ADVISORS, INC. 4,211 615,000 0.28%
45 FIRST CAPITAL ADVISORS GROUP, LLC. 4,221 618,000 0.28%
46 NATIONAL PLANNING CORP 4,510 662,000 0.30%
47 JANE STREET GROUP, LLC 4,734 693,000 0.32%
48 Cetera Advisor Networks LLC 4,911 720,000 0.33%
49 MML INVESTORS SERVICES, INC. 6,103 893,000 0.41%
50 HighTower Advisors, LLC 6,410 939,000 0.43%
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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.