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

Institutional Holders (2017Q2)
Portfolio Summary: 201 Institutional holders with a total value of $1,040,470,060.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 RFG Advisory, LLC 1,600 257,000 0.02%
52 RAYMOND JAMES TRUST N.A. 1,636 258,000 0.02%
53 NewEdge Advisors, LLC 1,650 265,304 0.03%
54 Kingfisher Capital LLC 1,700 267,000 0.03%
55 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 1,690 272,000 0.03%
56 Psagot Value Holdings Ltd. 1,750 275,000 0.03%
57 New England Investment & Retirement Group, Inc. 1,754 276,000 0.03%
58 LINCOLN NATIONAL CORP 1,837 289,000 0.03%
59 PICTET BANK & TRUST Ltd 1,920 302,000 0.03%
60 LEVEL FOUR ADVISORY SERVICES, LLC 2,070 305,000 0.03%
61 FDx Advisors, Inc. 2,036 320,000 0.03%
62 Traynor Capital Management, Inc. 2,007 327,000 0.03%
63 EDMOND DE ROTHSCHILD HOLDING S.A. 2,118 332,000 0.03%
64 HCR WEALTH ADVISORS 152,425 339,000 0.03%
65 Fort Point Capital Partners LLC 2,305 363,000 0.03%
66 CORNERSTONE FINANCIAL PARTNERS, LLC 2,340 367,000 0.04%
67 ACG Wealth 2,357 370,000 0.04%
68 BELL ROCK CAPITAL LLC 2,377 374,000 0.04%
69 GIRARD SECURITIES, INC. 2,433 383,000 0.04%
70 Narwhal Capital Management 2,450 386,000 0.04%
71 CORNERSTONE ADVISORY, LLC 2,500 393,000 0.04%
72 PARALLEL ADVISORS, LLC 2,419 399,000 0.04%
73 AHRENS INVESTMENT PARTNERS LLC 2,605 410,000 0.04%
74 Prospera Financial Services Inc 2,620 415,000 0.04%
75 Renaissance Investment Group LLC 2,669 420,000 0.04%
76 HL FINANCIAL SERVICES LLC 2,850 449,000 0.04%
77 NORTHSTAR WEALTH PARTNERS LLC 2,810 451,000 0.04%
78 KEYBANK NATIONAL ASSOCIATION/OH 2,875 452,000 0.04%
79 DAVENPORT & Co LLC 2,915 458,675 0.04%
80 CORNERSTONE WEALTH MANAGEMENT, LLC 2,882 463,000 0.04%
81 INVESTMENT CENTERS OF AMERICA INC 2,961 463,000 0.04%
82 Essex Financial Services, Inc. 1,953 465,000 0.04%
83 M Holdings Securities, Inc. 2,993 471,000 0.05%
84 WESPAC ADVISORS SOCAL, LLC 3,120 490,000 0.05%
85 MANDATUM LIFE INSURANCE CO LTD 3,155 496,000 0.05%
86 Cutter & CO Brokerage, Inc. 3,185 501,000 0.05%
87 Madden Advisory Services, Inc. 3,231 508,000 0.05%
88 COMMERCE BANK 3,250 511,000 0.05%
89 OPPENHEIMER ASSET MANAGEMENT INC. 3,500 551,000 0.05%
90 WELL DONE, LLC 3,513 553,000 0.05%
91 SII INVESTMENTS INC/WI 3,576 563,000 0.05%
92 New England Private Wealth Advisors LLC 3,722 584,000 0.06%
93 STRATEGIC FINANCIAL GROUP, LLC 3,920 617,000 0.06%
94 BUCKINGHAM STRATEGIC WEALTH, LLC 3,985 627,000 0.06%
95 JT STRATFORD LLC 4,027 634,000 0.06%
96 Somerset Group LLC 4,171 656,000 0.06%
97 Barry Investment Advisors, LLC 4,197 660,000 0.06%
98 COOKSON PEIRCE & CO INC 4,470 703,000 0.07% SH
99 AVALON CAPITAL MANAGEMENT 4,562 718,000 0.07%
100 EDGE ADVISORS, LLC 4,728 743,000 0.07%
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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.