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

Institutional Holders (2017Q2)
Portfolio Summary: 95 Institutional holders with a total value of $301,669,923.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 16 2,000 0.00%
3 Ballentine Partners, LLC 46 7,000 0.00%
4 Cypress Capital Management LLC (WY) 90 12,532 0.00%
5 FUSION FAMILY WEALTH, LLC 103 14,000 0.00% SH
6 D.A. DAVIDSON & CO. 107 14,000 0.00%
7 ADVANTAGE INVESTMENT MANAGEMENT, LLC 125 17,000 0.01%
8 Carroll Financial Associates, Inc. 155 21,000 0.01%
9 NEXT Financial Group, Inc 163 23,000 0.01%
10 Avior Wealth Management, LLC 199 28,000 0.01%
11 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 201 28,000 0.01%
12 WFG Advisors, LP 210 29,000 0.01%
13 GENEOS WEALTH MANAGEMENT INC. 235 32,000 0.01%
14 Advisory Services Network, LLC 238 33,000 0.01%
15 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 246 34,000 0.01%
16 Ironwood Financial, llc 248 35,000 0.01%
17 IFP ADVISORS, INC 263 37,000 0.01%
18 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 298 41,000 0.01%
19 HORAN SECURITIES, INC. 350 50,000 0.02%
20 V WEALTH MANAGEMENT,LLC 400 56,000 0.02%
21 FIRST INTERSTATE BANK 500 70,000 0.02%
22 North Star Investment Management Corp. 528 74,000 0.02%
23 Parkside Financial Bank & Trust 700 97,000 0.03%
24 IHT WEALTH MANAGEMENT, LLC 867 100,000 0.03%
25 GLOBAL RETIREMENT PARTNERS, LLC 715 100,000 0.03%
26 PNC FINANCIAL SERVICES GROUP, INC. 924 129,000 0.04%
27 FIFTH THIRD BANCORP 996 139,000 0.05%
28 SII INVESTMENTS INC/WI 1,468 204,000 0.07%
29 Creative Planning 1,687 235,000 0.08%
30 B. Riley Wealth Advisors, Inc. 1,692 236,000 0.08%
31 Sequoia Financial Advisors, LLC 1,712 238,000 0.08%
32 FAS Wealth Partners, Inc. 1,744 243,000 0.08%
33 DAVENPORT & Co LLC 1,906 265,391 0.09%
34 Stratos Wealth Partners, LTD. 2,241 312,000 0.10%
35 Vision Capital Management, Inc. 2,260 315,000 0.10%
36 Private Advisor Group, LLC 2,295 322,000 0.11%
37 M&T BANK CORP 2,309 322,000 0.11%
38 RAYMOND JAMES & ASSOCIATES 2,531 352,000 0.12%
39 Summit Asset Management, LLC 2,784 388,000 0.13%
40 Tower Research Capital LLC (TRC) 2,786 388,000 0.13%
41 BANK OF THE WEST 2,808 391,000 0.13%
42 ARCUS CAPITAL PARTNERS, LLC 2,814 392,000 0.13%
43 BB&T SECURITIES, LLC 2,831 394,000 0.13%
44 KELMAN-LAZAROV, INC. 3,065 427,000 0.14%
45 PINNACLE ASSOCIATES LTD 3,127 435,000 0.14%
46 Essex Financial Services, Inc. 3,264 454,000 0.15%
47 Wharton Business Group, LLC 3,729 519,000 0.17%
48 STIFEL FINANCIAL CORP 3,768 525,000 0.17%
49 Moors & Cabot, Inc. 3,998 557,000 0.18%
50 Capital Advisors, Ltd. LLC 4,289 597,000 0.20%
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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.