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

Institutional Holders (2017Q2)
Portfolio Summary: 54 Institutional holders with a total value of $137,968,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 IFP ADVISORS, INC 21 2,000 0.00%
3 Ballentine Partners, LLC 42 4,000 0.00%
4 SRS CAPITAL ADVISORS, INC. 40 4,000 0.00% SH
5 GENEOS WEALTH MANAGEMENT INC. 105 10,000 0.01%
6 US BANCORP \DE\ 110 11,000 0.01%
7 NEXT Financial Group, Inc 197 19,000 0.01%
8 PARALLEL ADVISORS, LLC 306 30,000 0.02%
9 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 351 34,000 0.02%
10 GLOBAL RETIREMENT PARTNERS, LLC 465 45,000 0.03%
11 Ironwood Financial, llc 497 48,000 0.03%
12 FIRST INTERSTATE BANK 725 70,000 0.05%
13 PNC FINANCIAL SERVICES GROUP, INC. 730 70,000 0.05%
14 IHT WEALTH MANAGEMENT, LLC 700 80,000 0.06%
15 HUNTINGTON NATIONAL BANK 930 89,000 0.06% PRN
16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,013 97,000 0.07%
17 SYNOVUS FINANCIAL CORP 1,024 98,000 0.07%
18 D.A. DAVIDSON & CO. 1,091 104,000 0.08%
19 Jacobus Wealth Management, Inc. 2,100 202,000 0.15%
20 SII INVESTMENTS INC/WI 2,161 207,000 0.15%
21 Janney Montgomery Scott LLC 2,184 210,000 0.15%
22 RFG Advisory, LLC 2,234 215,000 0.16%
23 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,256 216,000 0.16%
24 NATIONAL PLANNING CORP 2,355 227,000 0.16%
25 AUSDAL FINANCIAL PARTNERS, INC. 2,370 228,000 0.17%
26 Summit Asset Management, LLC 3,212 308,000 0.22%
27 STIFEL FINANCIAL CORP 3,245 313,000 0.23%
28 Sigma Planning Corp 3,421 328,000 0.24%
29 ULLMANN WEALTH PARTNERS GROUP, LLC 3,472 333,000 0.24%
30 Virtu KCG Holdings LLC 4,008 385,000 0.28%
31 CWM, LLC 4,183 402,000 0.29%
32 BAIRD FINANCIAL GROUP, INC. 4,820 463,000 0.34%
33 Cambridge Investment Research Advisors, Inc. 5,065 486,000 0.35%
34 ADVISOR GROUP, INC. 5,126 491,000 0.36%
35 B. Riley Wealth Advisors, Inc. 5,742 552,000 0.40%
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,415 712,000 0.52%
37 Raymond James Financial Services Advisors, Inc. 8,037 771,000 0.56%
38 CITIGROUP INC 10,798 1,037,000 0.75%
39 AMERIPRISE FINANCIAL INC 11,279 1,083,000 0.78%
40 RAYMOND JAMES & ASSOCIATES 15,594 1,497,000 1.09%
41 Cetera Advisor Networks LLC 15,811 1,516,000 1.10%
42 Courage Miller Partners, LLC 19,394 1,862,000 1.35%
43 Commonwealth Equity Services, Inc 24,211 2,324,000 1.68%
44 JPMORGAN CHASE & CO 28,390 2,725,000 1.98%
45 UBS Group AG 44,516 4,273,000 3.10%
46 GOLDMAN SACHS GROUP INC 44,696 4,291,000 3.11%
47 LPL Financial LLC 64,274 6,170,000 4.47%
48 WELLS FARGO & COMPANY/MN 72,447 6,954,000 5.04%
49 SPC Financial, Inc. 95,030 9,122,000 6.61%
50 MORGAN STANLEY 97,357 9,346,000 6.77%
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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.