Dark
Light
System
Security
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 ASHFORD CAPITAL MANAGEMENT INC 20,297 3,194,000 0.31%
52 UNITED CAPITAL FINANCIAL ADVISORS, LLC 19,253 3,029,000 0.29%
53 Beaumont Financial Partners, LLC 18,899 2,974,000 0.29%
54 IFP ADVISORS, INC 18,844 2,965,000 0.28%
55 WESPAC Advisors, LLC 18,207 2,865,000 0.28%
56 VICUS CAPITAL 17,066 2,685,000 0.26%
57 WAYNE HUMMER INVESTMENTS L.L.C. 16,576 2,608,000 0.25%
58 MARINER INDEPENDENT ADVISOR NETWORK, LLC 16,042 2,524,000 0.24%
59 Ruggie Capital Group 15,171 2,387,000 0.23%
60 USCA RIA LLC 14,390 2,264,000 0.22%
61 CITADEL ADVISORS LLC 14,341 2,257,000 0.22%
62 JPMORGAN CHASE & CO 13,318 2,096,000 0.20%
63 EP Wealth Advisors, LLC 13,211 2,079,000 0.20%
64 STEPHENS INC /AR/ 12,647 1,990,000 0.19%
65 BROWN ADVISORY INC 12,248 1,927,000 0.19%
66 Stratos Wealth Partners, LTD. 11,904 1,873,000 0.18%
67 BANQUE PICTET & CIE SA 11,700 1,841,000 0.18%
68 GENEOS WEALTH MANAGEMENT INC. 11,483 1,806,000 0.17%
69 SNOWDEN CAPITAL ADVISORS LLC 11,388 1,791,908 0.17%
70 AVEO CAPITAL PARTNERS, LLC 11,241 1,769,000 0.17%
71 BIGSUR WEALTH MANAGEMENT LLC 10,300 1,736,000 0.17%
72 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 10,532 1,657,000 0.16%
73 NEXT Financial Group, Inc 10,524 1,656,000 0.16%
74 Thiel Macro LLC 10,000 1,574,000 0.15%
75 Kovack Advisors, Inc. 9,791 1,541,000 0.15%
76 Janney Montgomery Scott LLC 9,646 1,518,000 0.15%
77 GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT 8,972 1,442,000 0.14%
78 Segment Wealth Management, LLC 9,090 1,430,000 0.14%
79 Creative Planning 8,673 1,365,000 0.13%
80 BANK HAPOALIM BM 8,452 1,330,000 0.13%
81 SCOTIA CAPITAL INC. 8,181 1,286,000 0.12%
82 CAVALIER INVESTMENTS, LLC 8,531 1,269,000 0.12%
83 Sigma Planning Corp 8,065 1,269,000 0.12%
84 MAI Capital Management 7,993 1,258,000 0.12%
85 Koshinski Asset Management, Inc. 7,969 1,254,000 0.12%
86 DUMONT & BLAKE INVESTMENT ADVISORS LLC 7,650 1,204,000 0.12%
87 BLACK SWIFT GROUP, LLC 7,525 1,184,000 0.11%
88 INTERNATIONAL ASSETS HOLDING CORP 6,240 982,000 0.09%
89 BAIRD FINANCIAL GROUP, INC. 6,208 977,000 0.09%
90 First Allied Advisory Services, Inc. 6,045 950,000 0.09%
91 IFC Holdings Incorporated/FL 5,892 930,000 0.09%
92 CWM, LLC 5,696 896,000 0.09%
93 BURNS J W & CO INC/NY 5,504 866,000 0.08%
94 CIBC WORLD MARKET INC. 5,452 858,000 0.08%
95 INTERACTIVE FINANCIAL ADVISORS, INC. 5,245 825,000 0.08%
96 Cetera Advisor Networks LLC 5,164 814,000 0.08%
97 M&R CAPITAL MANAGEMENT INC 4,735 792,000 0.08%
98 ZWJ INVESTMENT COUNSEL INC 5,000 787,000 0.08%
99 WESBANCO BANK INC 4,992 785,000 0.08%
100 FAMILY LEGACY, INC. 4,921 774,000 0.07%
Page 2 of 5

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.