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

Institutional Holders (2017Q1)
Portfolio Summary: 40 Institutional holders with a total value of $145,414,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Madden Advisory Services, Inc. 50 4,000 0.00%
3 Lenox Wealth Management, Inc. 96 9,000 0.01%
4 US BANCORP \DE\ 110 11,000 0.01%
5 FIRST INTERSTATE BANK 725 70,000 0.05%
6 PNC FINANCIAL SERVICES GROUP, INC. 730 70,000 0.05%
7 SYNOVUS FINANCIAL CORP 1,025 99,000 0.07%
8 D.A. DAVIDSON & CO. 1,091 104,000 0.07%
9 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,211 116,000 0.08%
10 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,070 199,000 0.14%
11 Jacobus Wealth Management, Inc. 2,100 202,000 0.14%
12 Janney Montgomery Scott LLC 2,184 210,000 0.14%
13 Summit Asset Management, LLC 3,212 309,000 0.21%
14 STIFEL FINANCIAL CORP 3,245 313,000 0.22%
15 SII INVESTMENTS INC/WI 3,334 321,000 0.22%
16 Sigma Planning Corp 3,381 325,000 0.22%
17 Cetera Advisors LLC 3,398 326,000 0.22%
18 CWM, LLC 3,576 344,000 0.24%
19 CITADEL ADVISORS LLC 4,019 387,000 0.27%
20 HighTower Advisors, LLC 4,766 455,000 0.31%
21 Cambridge Investment Research Advisors, Inc. 5,163 497,000 0.34%
22 B. Riley Wealth Advisors, Inc. 5,741 553,000 0.38%
23 GOLDMAN SACHS GROUP INC 5,940 571,000 0.39%
24 Raymond James Financial Services Advisors, Inc. 8,037 773,000 0.53%
25 AMERIPRISE FINANCIAL INC 10,700 990,000 0.68%
26 CITIGROUP INC 11,333 1,090,000 0.75%
27 RAYMOND JAMES & ASSOCIATES 14,792 1,423,000 0.98%
28 Cetera Advisor Networks LLC 16,161 1,554,000 1.07%
29 NATIONAL PLANNING CORP 17,207 1,649,000 1.13%
30 Courage Miller Partners, LLC 19,397 1,866,000 1.28%
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,741 1,899,000 1.31%
32 JPMORGAN CHASE & CO 25,596 2,462,000 1.69%
33 Commonwealth Equity Services, Inc 25,682 2,471,000 1.70%
34 LPL Financial LLC 63,781 6,104,000 4.20%
35 WELLS FARGO & COMPANY/MN 84,591 8,138,000 5.60%
36 SPC Financial, Inc. 92,080 8,858,000 6.09%
37 MORGAN STANLEY 99,077 9,531,000 6.55%
38 ROYAL BANK OF CANADA 142,867 13,744,000 9.45%
39 BANK OF AMERICA CORP /DE/ 213,272 20,517,000 14.11%
40 AXA S.A. 590,936 56,850,000 39.10%

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.