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

Institutional Holders (2017Q2)
Portfolio Summary: 182 Institutional holders with a total value of $872,516,366.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 BB&T INVESTMENT SERVICES, INC. 6 1,000 0.00%
3 IHT WEALTH MANAGEMENT, LLC 7,863 8,000 0.00%
4 AlphaMark Advisors, LLC 100 11,000 0.00% SH
5 JACOBI CAPITAL MANAGEMENT LLC 121 13,000 0.00%
6 BRONFMAN E.L. ROTHSCHILD, L.P. 156 16,000 0.00%
7 MUFG Americas Holdings Corp 200 21,000 0.00%
8 ASSETMARK, INC 211 22,000 0.00%
9 TD Capital Management LLC 227 24,000 0.00%
10 BENJAMIN F. EDWARDS & COMPANY, INC. 236 25,000 0.00%
11 WEBSTER BANK, N. A. 250 26,000 0.00%
12 Patten Group, Inc. 250 27,000 0.00%
13 GLOBAL RETIREMENT PARTNERS, LLC 300 32,000 0.00%
14 INTERACTIVE FINANCIAL ADVISORS, INC. 304 32,000 0.00%
15 VALLEY NATIONAL ADVISERS INC 320 34,000 0.00%
16 MOUNTAIN CAPITAL INVESTMENT ADVISORS INC. 444 47,000 0.01%
17 Advisory Services Network, LLC 469 50,000 0.01%
18 WESTSIDE INVESTMENT MANAGEMENT, INC. 500 52,870 0.01%
19 CAPTRUST FINANCIAL ADVISORS 570 60,000 0.01%
20 D.A. DAVIDSON & CO. 600 63,000 0.01%
21 INTEGRATED INVESTMENT CONSULTANTS, LLC 594 63,000 0.01%
22 Avior Wealth Management, LLC 611 65,000 0.01%
23 MANUFACTURERS LIFE INSURANCE COMPANY, THE 626 66,000 0.01%
24 Capital Analysts, LLC 630 66,641 0.01%
25 Gemmer Asset Management LLC 656 69,000 0.01%
26 First Horizon Advisors, Inc. 653 69,000 0.01%
27 CITIGROUP INC 704 74,000 0.01%
28 Credential Securities Inc. 709 74,990 0.01%
29 Tortoise Investment Management, LLC 1,020 108,000 0.01%
30 Archford Capital Strategies, LLC 2,857 125,000 0.01%
31 PARALLEL ADVISORS, LLC 1,204 128,000 0.01%
32 FIDUCIARY TRUST CO 1,278 135,000 0.02%
33 VICUS CAPITAL 1,900 201,000 0.02%
34 Ameritas Investment Partners, Inc. 1,955 206,000 0.02%
35 FIRST NATIONAL TRUST CO 1,978 209,000 0.02%
36 CABOT WEALTH MANAGEMENT INC 2,045 216,000 0.02%
37 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 2,056 217,000 0.02%
38 BKS ADVISORS, LLC 2,050 217,000 0.02%
39 GENEOS WEALTH MANAGEMENT INC. 2,052 217,000 0.02%
40 Capital Advisors, Ltd. LLC 2,090 221,000 0.03%
41 CHATHAM CAPITAL GROUP, INC. 2,125 225,000 0.03%
42 RWA WEALTH PARTNERS, LLC 2,181 231,000 0.03%
43 WFG Advisors, LP 2,189 232,000 0.03%
44 QUANTUM CAPITAL MANAGEMENT 2,243 237,000 0.03%
45 Chesley Taft & Associates LLC 2,270 240,000 0.03%
46 LEAVELL INVESTMENT MANAGEMENT, INC. 2,291 242,000 0.03%
47 BLB&B Advisors, LLC 2,314 245,000 0.03%
48 HL FINANCIAL SERVICES LLC 2,328 246,000 0.03%
49 Boston Standard Wealth Management, LLC 2,617 276,000 0.03%
50 MISSION WEALTH MANAGEMENT, LLC 2,682 284,000 0.03%
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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.