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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 UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,191 1,818,000 0.21%
52 Advisors Preferred, LLC 17,020 1,800,000 0.21%
53 Legacy Private Trust Co. 16,933 1,791,000 0.21%
54 Creative Planning 16,495 1,745,000 0.20%
55 MATHER GROUP, LLC. 16,261 1,720,000 0.20%
56 Allen Investment Management, LLC 15,871 1,679,000 0.19%
57 AJ WEALTH STRATEGIES, LLC 15,370 1,626,000 0.19%
58 Capital Directions Investment Advisors, LLC 15,045 1,591,000 0.18%
59 BUCKINGHAM STRATEGIC WEALTH, LLC 14,831 1,569,000 0.18%
60 CAPRIN ASSET MANAGEMENT LLC /ADV 30,524 1,486,000 0.17%
61 Provident Investment Management, Inc. 13,650 1,444,000 0.17%
62 Cambridge Investment Research Advisors, Inc. 13,417 1,419,000 0.16%
63 Stratos Wealth Partners, LTD. 13,403 1,418,000 0.16%
64 TIAA, FSB 13,261 1,403,000 0.16%
65 JPMORGAN CHASE & CO 13,204 1,397,000 0.16%
66 SYMMETRY PARTNERS, LLC 13,131 1,389,000 0.16%
67 FIFTH THIRD SECURITIES INC //OH /BD 12,941 1,368,000 0.16%
68 BAIRD FINANCIAL GROUP, INC. 12,861 1,360,000 0.16%
69 Allworth Financial LP 12,674 1,341,000 0.15%
70 West Coast Financial LLC 12,330 1,304,000 0.15%
71 ALESCO ADVISORS LLC 12,130 1,283,000 0.15%
72 Pinnacle Wealth Management Advisory Group, LLC 12,010 1,270,000 0.15%
73 Capital Investment Advisors, LLC 11,784 1,247,000 0.14%
74 Private Advisor Group, LLC 11,612 1,228,000 0.14%
75 MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 11,000 1,164,000 0.13% PRN
76 Texas Yale Capital Corp. 10,351 1,095,000 0.13%
77 HORAN SECURITIES, INC. 9,134 966,000 0.11%
78 Newman Dignan & Sheerar, Inc. 9,070 959,000 0.11%
79 SIGMA INVESTMENT COUNSELORS INC 8,920 944,000 0.11%
80 OPPENHEIMER & CO INC 8,815 932,000 0.11%
81 Endurance Wealth Management, Inc. 8,735 924,000 0.11%
82 Glenview Trust Co 8,356 884,000 0.10%
83 SHIKIAR ASSET MANAGEMENT INC 7,818 827,000 0.09%
84 IFP ADVISORS, INC 7,626 807,000 0.09%
85 BEACON FINANCIAL GROUP 7,550 799,000 0.09%
86 Evercore Wealth Management, LLC 7,540 798,000 0.09%
87 GOLDMAN SACHS GROUP INC 7,456 789,000 0.09%
88 NAPLES GLOBAL ADVISORS, LLC 7,345 777,000 0.09%
89 BTC Capital Management, Inc. 7,245 768,000 0.09%
90 DAVENPORT & Co LLC 7,070 747,865 0.09%
91 SONATA CAPITAL GROUP INC 6,875 727,000 0.08%
92 KEYBANK NATIONAL ASSOCIATION/OH 6,720 711,000 0.08%
93 MML INVESTORS SERVICES, INC. 6,562 694,000 0.08%
94 NARUS FINANCIAL PARTNERS, LLC 6,556 693,000 0.08%
95 TRUSTMARK BANK TRUST DEPARTMENT 6,294 666,000 0.08%
96 COMERICA SECURITIES INC 6,154 651,000 0.07%
97 RAYMOND JAMES & ASSOCIATES 5,720 605,000 0.07%
98 Rehmann Capital Advisory Group 5,501 582,000 0.07%
99 ADVISOR GROUP, INC. 5,357 567,000 0.06%
100 LINCOLN NATIONAL CORP 5,331 564,000 0.06%
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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.