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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
51 Valmark Advisers, Inc. 2,717 287,000 0.03%
52 WealthTrust Fairport, LLC 2,835 300,000 0.03%
53 Haverford Trust Co 2,930 310,000 0.04%
54 FIFTH THIRD BANCORP 2,961 313,000 0.04%
55 JOHNSON INVESTMENT COUNSEL INC 3,108 328,000 0.04%
56 Sigma Planning Corp 3,195 338,000 0.04%
57 CORNERSTONE WEALTH MANAGEMENT, LLC 3,287 346,000 0.04%
58 SUNTRUST BANKS INC 3,319 353,000 0.04%
59 ENTERPRISE FINANCIAL SERVICES CORP 3,376 357,000 0.04%
60 Boltwood Capital Management 3,398 359,000 0.04%
61 BESSEMER GROUP INC 3,580 379,000 0.04%
62 Vigilant Capital Management, LLC 3,677 389,000 0.04%
63 Capital Investment Services of America, Inc. 3,750 397,000 0.05%
64 CAPE ANN SAVINGS BANK 3,790 401,000 0.05%
65 Janney Montgomery Scott LLC 3,875 410,000 0.05%
66 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 3,908 413,000 0.05%
67 Hilltop Holdings Inc. 4,000 423,000 0.05%
68 Occidental Asset Management, LLC 4,028 426,000 0.05%
69 WHITE PINE CAPITAL LLC 4,035 427,000 0.05%
70 First Allied Advisory Services, Inc. 4,111 437,000 0.05%
71 DIMENSION CAPITAL MANAGEMENT PARTNERS /ADV 4,148 439,000 0.05%
72 HIGHLAND PRIVATE WEALTH MANAGEMENT 4,440 470,000 0.05%
73 CPWM, LLC 4,480 474,000 0.05%
74 BDO WEALTH ADVISORS, LLC 4,525 479,000 0.05%
75 Family Firm, Inc. 4,605 487,000 0.06%
76 FIRST TRUST ADVISORS LP 4,601 487,000 0.06%
77 TRUIST FINANCIAL CORP 4,675 495,000 0.06%
78 Perigon Wealth Management, LLC 4,863 514,000 0.06%
79 HighTower Advisors, LLC 4,869 515,000 0.06%
80 JUNCTURE WEALTH STRATEGIES, LLC 4,906 519,000 0.06%
81 Bangor Savings Bank 5,030 532,000 0.06%
82 PRIVATE TRUST CO NA 5,260 556,000 0.06%
83 LINCOLN NATIONAL CORP 5,331 564,000 0.06%
84 ADVISOR GROUP, INC. 5,357 567,000 0.06%
85 Rehmann Capital Advisory Group 5,501 582,000 0.07%
86 RAYMOND JAMES & ASSOCIATES 5,720 605,000 0.07%
87 COMERICA SECURITIES INC 6,154 651,000 0.07%
88 TRUSTMARK BANK TRUST DEPARTMENT 6,294 666,000 0.08%
89 NARUS FINANCIAL PARTNERS, LLC 6,556 693,000 0.08%
90 MML INVESTORS SERVICES, INC. 6,562 694,000 0.08%
91 KEYBANK NATIONAL ASSOCIATION/OH 6,720 711,000 0.08%
92 SONATA CAPITAL GROUP INC 6,875 727,000 0.08%
93 DAVENPORT & Co LLC 7,070 747,865 0.09%
94 BTC Capital Management, Inc. 7,245 768,000 0.09%
95 NAPLES GLOBAL ADVISORS, LLC 7,345 777,000 0.09%
96 GOLDMAN SACHS GROUP INC 7,456 789,000 0.09%
97 Evercore Wealth Management, LLC 7,540 798,000 0.09%
98 BEACON FINANCIAL GROUP 7,550 799,000 0.09%
99 IFP ADVISORS, INC 7,626 807,000 0.09%
100 SHIKIAR ASSET MANAGEMENT INC 7,818 827,000 0.09%
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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.