Dark
Light
System
Security
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
51 BANK OF THE WEST 2,808 340,000 0.12%
52 Summit Asset Management, LLC 2,784 337,000 0.12%
53 RAYMOND JAMES & ASSOCIATES 2,755 333,000 0.12%
54 Sequoia Financial Advisors, LLC 2,338 283,000 0.10%
55 J.P. Morgan Private Wealth Advisors LLC 2,336 283,000 0.10%
56 Vision Capital Management, Inc. 2,295 278,000 0.10%
57 BAIRD FINANCIAL GROUP, INC. 2,280 276,000 0.10%
58 SII INVESTMENTS INC/WI 2,144 258,000 0.09%
59 SUNTRUST BANKS INC 2,126 257,000 0.09%
60 NATIONAL PLANNING CORP 2,038 256,000 0.09%
61 STIFEL FINANCIAL CORP 2,088 255,000 0.09%
62 JANE STREET GROUP, LLC 2,096 254,000 0.09%
63 DAVENPORT & Co LLC 1,871 226,000 0.08%
64 Crestwood Advisors Group, LLC 1,811 219,000 0.08%
65 FAS Wealth Partners, Inc. 1,744 211,000 0.07%
66 B. Riley Wealth Advisors, Inc. 1,710 207,000 0.07%
67 Creative Planning 1,556 188,000 0.06%
68 IHT WEALTH MANAGEMENT, LLC 1,297 158,000 0.05%
69 FIFTH THIRD BANCORP 1,110 134,000 0.05%
70 PNC FINANCIAL SERVICES GROUP, INC. 999 121,000 0.04%
71 Parkside Financial Bank & Trust 891 108,000 0.04%
72 GLOBAL RETIREMENT PARTNERS, LLC 715 87,000 0.03%
73 D.A. DAVIDSON & CO. 562 68,000 0.02%
74 North Star Investment Management Corp. 528 64,000 0.02%
75 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 529 64,000 0.02%
76 FIRST INTERSTATE BANK 500 61,000 0.02%
77 Avior Wealth Management, LLC 398 49,000 0.02%
78 NEXT Financial Group, Inc 375 45,000 0.02%
79 Ironwood Financial, llc 285 34,000 0.01%
80 IFP ADVISORS, INC 263 32,000 0.01%
81 GENEOS WEALTH MANAGEMENT INC. 235 28,000 0.01%
82 WFG Advisors, LP 210 25,000 0.01%
83 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 186 23,000 0.01%
84 ADVANTAGE INVESTMENT MANAGEMENT, LLC 125 15,000 0.01%
85 FUSION FAMILY WEALTH, LLC 102 13,000 0.00% SH
86 Cypress Capital Management LLC (WY) 90 10,892 0.00%
87 Ballentine Partners, LLC 46 6,000 0.00%
88 ASSETMARK, INC 47 6,000 0.00%
89 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 39 5,000 0.00%
90 BROWN BROTHERS HARRIMAN & CO 9 1,000 0.00%
91 Parallax Volatility Advisers, L.P. 1 0 0.00%
Page 2 of 2

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.