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

Institutional Holders (2016Q4)
Portfolio Summary: 91 Institutional holders with a total value of $289,256,634.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 BROWN BROTHERS HARRIMAN & CO 9 1,000 0.00%
3 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 39 5,000 0.00%
4 ASSETMARK, INC 47 6,000 0.00%
5 Ballentine Partners, LLC 46 6,000 0.00%
6 Cypress Capital Management LLC (WY) 90 10,892 0.00%
7 FUSION FAMILY WEALTH, LLC 102 13,000 0.00% SH
8 ADVANTAGE INVESTMENT MANAGEMENT, LLC 125 15,000 0.01%
9 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 186 23,000 0.01%
10 WFG Advisors, LP 210 25,000 0.01%
11 GENEOS WEALTH MANAGEMENT INC. 235 28,000 0.01%
12 IFP ADVISORS, INC 263 32,000 0.01%
13 Ironwood Financial, llc 285 34,000 0.01%
14 NEXT Financial Group, Inc 375 45,000 0.02%
15 Avior Wealth Management, LLC 398 49,000 0.02%
16 FIRST INTERSTATE BANK 500 61,000 0.02%
17 North Star Investment Management Corp. 528 64,000 0.02%
18 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 529 64,000 0.02%
19 D.A. DAVIDSON & CO. 562 68,000 0.02%
20 GLOBAL RETIREMENT PARTNERS, LLC 715 87,000 0.03%
21 Parkside Financial Bank & Trust 891 108,000 0.04%
22 PNC FINANCIAL SERVICES GROUP, INC. 999 121,000 0.04%
23 FIFTH THIRD BANCORP 1,110 134,000 0.05%
24 IHT WEALTH MANAGEMENT, LLC 1,297 158,000 0.05%
25 Creative Planning 1,556 188,000 0.06%
26 B. Riley Wealth Advisors, Inc. 1,710 207,000 0.07%
27 FAS Wealth Partners, Inc. 1,744 211,000 0.07%
28 Crestwood Advisors Group, LLC 1,811 219,000 0.08%
29 DAVENPORT & Co LLC 1,871 226,000 0.08%
30 JANE STREET GROUP, LLC 2,096 254,000 0.09%
31 STIFEL FINANCIAL CORP 2,088 255,000 0.09%
32 NATIONAL PLANNING CORP 2,038 256,000 0.09%
33 SUNTRUST BANKS INC 2,126 257,000 0.09%
34 SII INVESTMENTS INC/WI 2,144 258,000 0.09%
35 BAIRD FINANCIAL GROUP, INC. 2,280 276,000 0.10%
36 Vision Capital Management, Inc. 2,295 278,000 0.10%
37 Sequoia Financial Advisors, LLC 2,338 283,000 0.10%
38 J.P. Morgan Private Wealth Advisors LLC 2,336 283,000 0.10%
39 RAYMOND JAMES & ASSOCIATES 2,755 333,000 0.12%
40 Summit Asset Management, LLC 2,784 337,000 0.12%
41 BANK OF THE WEST 2,808 340,000 0.12%
42 BB&T SECURITIES, LLC 2,873 350,000 0.12%
43 M&T BANK CORP 3,043 368,000 0.13%
44 Essex Financial Services, Inc. 3,075 372,000 0.13%
45 ARCUS CAPITAL PARTNERS, LLC 3,230 391,000 0.14%
46 PINNACLE ASSOCIATES LTD 3,276 397,000 0.14%
47 Private Advisor Group, LLC 3,233 403,000 0.14%
48 MARIETTA WEALTH MANAGEMENT, LLC 3,383 409,000 0.14%
49 First Allied Advisory Services, Inc. 3,502 424,000 0.15%
50 Wharton Business Group, LLC 3,729 451,000 0.16% SH
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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.