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

Institutional Holders (2016Q2)
Portfolio Summary: 141 Institutional holders with a total value of $599,027,152.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 LADENBURG THALMANN FINANCIAL SERVICES INC. 11,437 1,216,000 0.20%
52 Janney Montgomery Scott LLC 11,350 1,205,000 0.20%
53 Confluence Wealth Management LLC 10,851 1,154,000 0.19%
54 Endurance Wealth Management, Inc. 10,295 1,095,000 0.18%
55 KEYBANK NATIONAL ASSOCIATION/OH 10,234 1,088,000 0.18%
56 Cambridge Investment Research Advisors, Inc. 10,234 1,088,000 0.18%
57 JANE STREET GROUP, LLC 8,967 954,000 0.16%
58 Allworth Financial LP 8,917 948,000 0.16%
59 ALESCO ADVISORS LLC 8,275 880,000 0.15%
60 Capital Investment Advisors, LLC 8,262 879,000 0.15%
61 SPINNAKER TRUST 8,067 858,000 0.14%
62 BUCKINGHAM STRATEGIC WEALTH, LLC 7,986 849,000 0.14%
63 TRUSTMARK BANK TRUST DEPARTMENT 7,640 812,000 0.14%
64 HighTower Advisors, LLC 7,403 788,000 0.13%
65 IFP ADVISORS, INC 7,411 788,000 0.13%
66 West Coast Financial LLC 7,348 781,000 0.13%
67 DAVENPORT & Co LLC 7,320 778,410 0.13%
68 HORAN SECURITIES, INC. 7,301 778,000 0.13%
69 ENTERPRISE FINANCIAL SERVICES CORP 7,207 766,000 0.13%
70 Newman Dignan & Sheerar, Inc. 7,000 744,000 0.12%
71 Evercore Wealth Management, LLC 6,634 705,000 0.12%
72 RAYMOND JAMES & ASSOCIATES 6,310 671,000 0.11%
73 Private Advisor Group, LLC 6,268 667,000 0.11%
74 WHITTIER TRUST CO OF NEVADA INC 6,235 663,000 0.11%
75 MSI Financial Services Inc 6,074 646,000 0.11%
76 ADVISOR GROUP, INC. 5,959 632,000 0.11%
77 NAPLES GLOBAL ADVISORS, LLC 5,770 614,000 0.10%
78 PNC FINANCIAL SERVICES GROUP, INC. 5,364 570,000 0.10%
79 CETERA INVESTMENT ADVISERS 5,000 532,000 0.09%
80 Valmark Advisers, Inc. 4,888 520,000 0.09%
81 LBA Wealth Management, LLC 4,800 510,000 0.09%
82 BlackRock Finance, Inc. 4,722 502,000 0.08%
83 TRUIST FINANCIAL CORP 4,675 497,000 0.08%
84 Family Firm, Inc. 4,610 490,000 0.08%
85 Concert Wealth Management Inc. 4,441 473,000 0.08%
86 CPWM, LLC 4,445 473,000 0.08%
87 MANNING & NAPIER ADVISORS LLC 4,441 472,000 0.08% PRN
88 SONATA CAPITAL GROUP INC 4,275 455,000 0.08%
89 Bangor Savings Bank 4,253 452,000 0.08%
90 First Allied Advisory Services, Inc. 4,204 447,000 0.07%
91 TOWER SQUARE INVESTMENT MANAGEMENT, LLC 4,189 445,000 0.07%
92 Vigilant Capital Management, LLC 4,102 436,000 0.07%
93 Occidental Asset Management, LLC 4,088 435,000 0.07%
94 Hilltop Holdings Inc. 4,000 425,000 0.07%
95 WHITTIER TRUST CO 3,986 424,000 0.07%
96 HIGHLAND PRIVATE WEALTH MANAGEMENT 3,940 419,000 0.07%
97 RAND WEALTH, LLC 3,848 409,000 0.07%
98 Ameritas Investment Partners, Inc. 3,855 409,000 0.07%
99 Creative Planning 3,801 404,000 0.07%
100 Capital Investment Services of America, Inc. 3,750 399,000 0.07%
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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.