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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
101 PRIVATE TRUST CO NA 5,260 556,000 0.06%
102 Bangor Savings Bank 5,030 532,000 0.06%
103 JUNCTURE WEALTH STRATEGIES, LLC 4,906 519,000 0.06%
104 HighTower Advisors, LLC 4,869 515,000 0.06%
105 Perigon Wealth Management, LLC 4,863 514,000 0.06%
106 TRUIST FINANCIAL CORP 4,675 495,000 0.06%
107 Family Firm, Inc. 4,605 487,000 0.06%
108 FIRST TRUST ADVISORS LP 4,601 487,000 0.06%
109 BDO WEALTH ADVISORS, LLC 4,525 479,000 0.05%
110 CPWM, LLC 4,480 474,000 0.05%
111 HIGHLAND PRIVATE WEALTH MANAGEMENT 4,440 470,000 0.05%
112 DIMENSION CAPITAL MANAGEMENT PARTNERS /ADV 4,148 439,000 0.05%
113 First Allied Advisory Services, Inc. 4,111 437,000 0.05%
114 WHITE PINE CAPITAL LLC 4,035 427,000 0.05%
115 Occidental Asset Management, LLC 4,028 426,000 0.05%
116 Hilltop Holdings Inc. 4,000 423,000 0.05%
117 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 3,908 413,000 0.05%
118 Janney Montgomery Scott LLC 3,875 410,000 0.05%
119 CAPE ANN SAVINGS BANK 3,790 401,000 0.05%
120 Capital Investment Services of America, Inc. 3,750 397,000 0.05%
121 Vigilant Capital Management, LLC 3,677 389,000 0.04%
122 BESSEMER GROUP INC 3,580 379,000 0.04%
123 Boltwood Capital Management 3,398 359,000 0.04%
124 ENTERPRISE FINANCIAL SERVICES CORP 3,376 357,000 0.04%
125 SUNTRUST BANKS INC 3,319 353,000 0.04%
126 CORNERSTONE WEALTH MANAGEMENT, LLC 3,287 346,000 0.04%
127 Sigma Planning Corp 3,195 338,000 0.04%
128 JOHNSON INVESTMENT COUNSEL INC 3,108 328,000 0.04%
129 FIFTH THIRD BANCORP 2,961 313,000 0.04%
130 Haverford Trust Co 2,930 310,000 0.04%
131 WealthTrust Fairport, LLC 2,835 300,000 0.03%
132 Valmark Advisers, Inc. 2,717 287,000 0.03%
133 MISSION WEALTH MANAGEMENT, LLC 2,682 284,000 0.03%
134 Boston Standard Wealth Management, LLC 2,617 276,000 0.03%
135 HL FINANCIAL SERVICES LLC 2,328 246,000 0.03%
136 BLB&B Advisors, LLC 2,314 245,000 0.03%
137 LEAVELL INVESTMENT MANAGEMENT, INC. 2,291 242,000 0.03%
138 Chesley Taft & Associates LLC 2,270 240,000 0.03%
139 QUANTUM CAPITAL MANAGEMENT 2,243 237,000 0.03%
140 WFG Advisors, LP 2,189 232,000 0.03%
141 RWA WEALTH PARTNERS, LLC 2,181 231,000 0.03%
142 CHATHAM CAPITAL GROUP, INC. 2,125 225,000 0.03%
143 Capital Advisors, Ltd. LLC 2,090 221,000 0.03%
144 GENEOS WEALTH MANAGEMENT INC. 2,052 217,000 0.02%
145 BKS ADVISORS, LLC 2,050 217,000 0.02%
146 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 2,056 217,000 0.02%
147 CABOT WEALTH MANAGEMENT INC 2,045 216,000 0.02%
148 FIRST NATIONAL TRUST CO 1,978 209,000 0.02%
149 Ameritas Investment Partners, Inc. 1,955 206,000 0.02%
150 VICUS CAPITAL 1,900 201,000 0.02%
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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.