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

Institutional Holders (2016Q1)
Portfolio Summary: 84 Institutional holders with a total value of $345,251,633.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 GUPTA WEALTH MANAGEMENT LLC 32 4,000 0.00%
3 Ballentine Partners, LLC 46 5,000 0.00%
4 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 47 6,000 0.00%
5 Cypress Capital Management LLC (WY) 90 10,633 0.00%
6 INTEGRATED WEALTH MANAGEMENT 100 12,000 0.00%
7 ADVANTAGE INVESTMENT MANAGEMENT, LLC 125 15,000 0.00%
8 WFG Advisors, LP 208 25,000 0.01%
9 GENEOS WEALTH MANAGEMENT INC. 235 28,000 0.01%
10 Ironwood Financial, llc 285 34,000 0.01%
11 Advisory Services Network, LLC 373 44,000 0.01%
12 IFP ADVISORS, INC 408 48,000 0.01%
13 Klingman & Associates, LLC 413 49,000 0.01%
14 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 466 55,000 0.02%
15 FIRST INTERSTATE BANK 500 59,000 0.02%
16 North Star Investment Management Corp. 528 62,000 0.02%
17 Parkside Financial Bank & Trust 891 105,000 0.03%
18 FIFTH THIRD BANCORP 1,000 118,000 0.03%
19 HIGH FALLS ADVISORS, INC 1,000 118,000 0.03%
20 PNC FINANCIAL SERVICES GROUP, INC. 1,094 130,000 0.04%
21 Creative Planning 1,526 180,000 0.05%
22 Oakworth Capital, Inc. 1,553 183,000 0.05%
23 First Heartland Consultants, Inc. 1,694 200,000 0.06%
24 MUFG Americas Holdings Corp 1,911 226,000 0.07%
25 NATIONAL PLANNING CORP 2,065 241,000 0.07%
26 Vision Capital Management, Inc. 2,466 291,000 0.08%
27 B. Riley Wealth Advisors, Inc. 4,491 296,000 0.09%
28 STIFEL FINANCIAL CORP 2,513 297,000 0.09%
29 Sequoia Financial Advisors, LLC 2,579 305,000 0.09%
30 WEALTHSOURCE PARTNERS, LLC 2,682 317,000 0.09%
31 J.P. Morgan Private Wealth Advisors LLC 2,683 317,000 0.09%
32 M&T BANK CORP 2,739 324,000 0.09%
33 BB&T SECURITIES, LLC 2,829 334,000 0.10%
34 Summit Asset Management, LLC 2,866 339,000 0.10%
35 PINNACLE ASSOCIATES LTD 3,272 387,000 0.11%
36 SII INVESTMENTS INC/WI 3,452 409,000 0.12%
37 ENVESTNET ASSET MANAGEMENT INC 3,597 425,000 0.12%
38 LADENBURG THALMANN FINANCIAL SERVICES INC. 3,629 428,000 0.12%
39 CIBC WORLD MARKET INC. 3,700 437,000 0.13%
40 KELMAN-LAZAROV, INC. 3,865 462,000 0.13%
41 Moors & Cabot, Inc. 3,998 473,000 0.14%
42 First Allied Advisory Services, Inc. 4,090 483,000 0.14%
43 Cetera Advisors LLC 4,145 489,000 0.14%
44 Capital Advisors, Ltd. LLC 4,289 507,000 0.15%
45 Crestwood Advisors Group, LLC 4,489 530,000 0.15%
46 Wharton Business Group, LLC 4,859 574,000 0.17%
47 Private Advisor Group, LLC 5,305 627,000 0.18%
48 Cambridge Investment Research Advisors, Inc. 5,538 654,000 0.19%
49 Bank of New York Mellon Corp 5,829 689,000 0.20%
50 RAYMOND JAMES & ASSOCIATES 6,490 767,000 0.22%
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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.