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

Institutional Holders (2016Q4)
Portfolio Summary: 181 Institutional holders with a total value of $837,155,943.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 JPMORGAN CHASE & CO 16,188 1,701,000 0.20%
52 UNITED CAPITAL FINANCIAL ADVISORS, LLC 15,924 1,673,000 0.20%
53 SIGMA INVESTMENT COUNSELORS INC 15,828 1,663,000 0.20%
54 WHITTIER TRUST CO OF NEVADA INC 15,746 1,655,000 0.20%
55 Allen Investment Management, LLC 15,700 1,650,000 0.20%
56 NATIONAL PLANNING CORP 15,525 1,634,000 0.20%
57 Capital Directions Investment Advisors, LLC 15,462 1,625,000 0.19%
58 SYMMETRY PARTNERS, LLC 15,277 1,605,000 0.19%
59 MATHER GROUP, LLC. 15,067 1,583,000 0.19%
60 Provident Investment Management, Inc. 14,150 1,487,000 0.18%
61 KEYBANK NATIONAL ASSOCIATION/OH 13,550 1,424,000 0.17%
62 LADENBURG THALMANN FINANCIAL SERVICES INC. 13,542 1,423,000 0.17%
63 BSC PRIVATE WEALTH MANAGEMENT, LLC 13,128 1,378,000 0.16%
64 WHITTIER TRUST CO 13,079 1,374,000 0.16%
65 Caprock Group, LLC 13,026 1,369,000 0.16%
66 Pinnacle Wealth Management Advisory Group, LLC 12,160 1,278,000 0.15%
67 BAIRD FINANCIAL GROUP, INC. 11,747 1,234,000 0.15%
68 ALESCO ADVISORS LLC 11,375 1,195,000 0.14%
69 PHILLIPS FINANCIAL MANAGEMENT, LLC 10,932 1,151,000 0.14%
70 CARNICK & KUBIK GROUP, LLC 10,900 1,145,000 0.14%
71 Advisors Preferred, LLC 10,800 1,135,000 0.14%
72 MANNING & NAPIER ADVISORS LLC 10,602 1,113,000 0.13% PRN
73 MISSION WEALTH MANAGEMENT, LLC 10,135 1,065,000 0.13%
74 Cambridge Investment Research Advisors, Inc. 10,108 1,062,000 0.13%
75 Stratos Wealth Partners, LTD. 9,741 1,024,000 0.12%
76 Capital Investment Advisors, LLC 9,645 1,013,000 0.12%
77 Simplicity Solutions, LLC 9,546 1,003,000 0.12%
78 HORAN SECURITIES, INC. 9,304 979,000 0.12%
79 Allworth Financial LP 9,241 971,000 0.12%
80 Newman Dignan & Sheerar, Inc. 9,190 966,000 0.12%
81 Endurance Wealth Management, Inc. 9,195 966,000 0.12%
82 HighTower Advisors, LLC 9,094 957,000 0.11%
83 Private Advisor Group, LLC 9,060 954,000 0.11%
84 BlackRock Finance, Inc. 8,703 914,000 0.11%
85 BUCKINGHAM STRATEGIC WEALTH, LLC 8,454 888,000 0.11%
86 GOLDMAN SACHS GROUP INC 8,410 884,000 0.11%
87 SPINNAKER TRUST 8,067 848,000 0.10%
88 Glenview Trust Co 7,928 833,000 0.10%
89 IFP ADVISORS, INC 7,626 801,000 0.10%
90 OPPENHEIMER & CO INC 7,578 796,000 0.10%
91 TRUSTMARK BANK TRUST DEPARTMENT 7,533 792,000 0.09%
92 Raymond James Financial Services Advisors, Inc. 7,442 782,000 0.09%
93 Creative Planning 7,191 756,000 0.09%
94 DAVENPORT & Co LLC 7,070 742,000 0.09%
95 West Coast Financial LLC 6,948 730,000 0.09%
96 Capital Analysts, LLC 6,885 723,000 0.09%
97 SONATA CAPITAL GROUP INC 6,875 722,000 0.09%
98 PNC FINANCIAL SERVICES GROUP, INC. 6,750 709,000 0.08%
99 NARUS FINANCIAL PARTNERS, LLC 6,556 689,000 0.08%
100 JUNCTURE WEALTH STRATEGIES, LLC 6,247 656,000 0.08%
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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.