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
101 B. Riley Wealth Advisors, Inc. 4,765 751,000 0.07%
102 EDGE ADVISORS, LLC 4,728 743,000 0.07%
103 AVALON CAPITAL MANAGEMENT 4,562 718,000 0.07%
104 COOKSON PEIRCE & CO INC 4,470 703,000 0.07% SH
105 Barry Investment Advisors, LLC 4,197 660,000 0.06%
106 Somerset Group LLC 4,171 656,000 0.06%
107 JT STRATFORD LLC 4,027 634,000 0.06%
108 BUCKINGHAM STRATEGIC WEALTH, LLC 3,985 627,000 0.06%
109 STRATEGIC FINANCIAL GROUP, LLC 3,920 617,000 0.06%
110 New England Private Wealth Advisors LLC 3,722 584,000 0.06%
111 SII INVESTMENTS INC/WI 3,576 563,000 0.05%
112 WELL DONE, LLC 3,513 553,000 0.05%
113 OPPENHEIMER ASSET MANAGEMENT INC. 3,500 551,000 0.05%
114 COMMERCE BANK 3,250 511,000 0.05%
115 Madden Advisory Services, Inc. 3,231 508,000 0.05%
116 Cutter & CO Brokerage, Inc. 3,185 501,000 0.05%
117 MANDATUM LIFE INSURANCE CO LTD 3,155 496,000 0.05%
118 WESPAC ADVISORS SOCAL, LLC 3,120 490,000 0.05%
119 M Holdings Securities, Inc. 2,993 471,000 0.05%
120 Essex Financial Services, Inc. 1,953 465,000 0.04%
121 CORNERSTONE WEALTH MANAGEMENT, LLC 2,882 463,000 0.04%
122 INVESTMENT CENTERS OF AMERICA INC 2,961 463,000 0.04%
123 DAVENPORT & Co LLC 2,915 458,675 0.04%
124 KEYBANK NATIONAL ASSOCIATION/OH 2,875 452,000 0.04%
125 NORTHSTAR WEALTH PARTNERS LLC 2,810 451,000 0.04%
126 HL FINANCIAL SERVICES LLC 2,850 449,000 0.04%
127 Renaissance Investment Group LLC 2,669 420,000 0.04%
128 Prospera Financial Services Inc 2,620 415,000 0.04%
129 AHRENS INVESTMENT PARTNERS LLC 2,605 410,000 0.04%
130 PARALLEL ADVISORS, LLC 2,419 399,000 0.04%
131 CORNERSTONE ADVISORY, LLC 2,500 393,000 0.04%
132 Narwhal Capital Management 2,450 386,000 0.04%
133 GIRARD SECURITIES, INC. 2,433 383,000 0.04%
134 BELL ROCK CAPITAL LLC 2,377 374,000 0.04%
135 ACG Wealth 2,357 370,000 0.04%
136 CORNERSTONE FINANCIAL PARTNERS, LLC 2,340 367,000 0.04%
137 Fort Point Capital Partners LLC 2,305 363,000 0.03%
138 HCR WEALTH ADVISORS 152,425 339,000 0.03%
139 EDMOND DE ROTHSCHILD HOLDING S.A. 2,118 332,000 0.03%
140 Traynor Capital Management, Inc. 2,007 327,000 0.03%
141 FDx Advisors, Inc. 2,036 320,000 0.03%
142 LEVEL FOUR ADVISORY SERVICES, LLC 2,070 305,000 0.03%
143 PICTET BANK & TRUST Ltd 1,920 302,000 0.03%
144 LINCOLN NATIONAL CORP 1,837 289,000 0.03%
145 New England Investment & Retirement Group, Inc. 1,754 276,000 0.03%
146 Psagot Value Holdings Ltd. 1,750 275,000 0.03%
147 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 1,690 272,000 0.03%
148 Kingfisher Capital LLC 1,700 267,000 0.03%
149 NewEdge Advisors, LLC 1,650 265,304 0.03%
150 RAYMOND JAMES TRUST N.A. 1,636 258,000 0.02%
Page 3 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.