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

Institutional Holders (2016Q3)
Portfolio Summary: 89 Institutional holders with a total value of $305,839,820.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Summit Asset Management, LLC 2,784 339,000 0.11%
52 Sequoia Financial Advisors, LLC 2,586 315,000 0.10%
53 M&T BANK CORP 2,525 308,000 0.10%
54 Vision Capital Management, Inc. 2,505 305,000 0.10%
55 WBI INVESTMENTS, LLC 2,434 297,000 0.10%
56 SII INVESTMENTS INC/WI 2,361 288,000 0.09%
57 J.P. Morgan Private Wealth Advisors LLC 2,336 285,000 0.09%
58 STIFEL FINANCIAL CORP 2,088 255,000 0.08%
59 B. Riley Wealth Advisors, Inc. 2,089 255,000 0.08%
60 DAVENPORT & Co LLC 2,061 251,297 0.08%
61 NATIONAL PLANNING CORP 2,113 251,000 0.08%
62 Sand Hill Global Advisors, LLC 1,873 228,000 0.07%
63 Stratos Wealth Partners, LTD. 1,794 219,000 0.07%
64 FAS Wealth Partners, Inc. 1,744 213,000 0.07%
65 Creative Planning 1,556 190,000 0.06%
66 PNC FINANCIAL SERVICES GROUP, INC. 1,535 187,000 0.06%
67 FIFTH THIRD BANCORP 1,110 135,000 0.04%
68 Parkside Financial Bank & Trust 891 109,000 0.04%
69 North Star Investment Management Corp. 528 64,000 0.02%
70 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 529 64,000 0.02%
71 FIRST INTERSTATE BANK 500 61,000 0.02%
72 Klingman & Associates, LLC 415 51,000 0.02%
73 IFP ADVISORS, INC 408 50,000 0.02%
74 Avior Wealth Management, LLC 398 49,000 0.02%
75 NEXT Financial Group, Inc 375 46,000 0.02%
76 HORAN SECURITIES, INC. 348 42,000 0.01%
77 Concert Wealth Management Inc. 339 41,000 0.01%
78 Ironwood Financial, llc 285 35,000 0.01%
79 Advisory Services Network, LLC 238 29,000 0.01%
80 GENEOS WEALTH MANAGEMENT INC. 235 28,000 0.01%
81 WFG Advisors, LP 209 25,000 0.01%
82 D.A. DAVIDSON & CO. 138 16,000 0.01%
83 ADVANTAGE INVESTMENT MANAGEMENT, LLC 125 15,000 0.00%
84 INTEGRATED WEALTH MANAGEMENT 100 12,000 0.00%
85 Cypress Capital Management LLC (WY) 90 10,974 0.00%
86 ASSETMARK, INC 76 9,000 0.00%
87 Ballentine Partners, LLC 46 6,000 0.00%
88 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 39 5,000 0.00%
89 Parallax Volatility Advisers, L.P. 1 0 0.00%
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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.