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

Institutional Holders (2017Q2)
Portfolio Summary: 82 Institutional holders with a total value of $114,933,284.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 6 0 0.00%
3 Carroll Financial Associates, Inc. 2 0 0.00%
4 WESTSIDE INVESTMENT MANAGEMENT, INC. 12 1,680 0.00%
5 BlackRock Finance, Inc. 28 4,000 0.00%
6 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 26 4,000 0.00%
7 Ironwood Financial, llc 57 8,000 0.01%
8 MANUFACTURERS LIFE INSURANCE COMPANY, THE 85 12,000 0.01%
9 ASSETMARK, INC 89 13,000 0.01%
10 PNC FINANCIAL SERVICES GROUP, INC. 125 17,000 0.01%
11 IFP ADVISORS, INC 122 17,000 0.01%
12 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 131 18,000 0.02%
13 US BANCORP \DE\ 163 23,000 0.02%
14 TRUST CO OF VERMONT 167 24,000 0.02%
15 Liberty Capital Management, Inc. 200 28,000 0.02%
16 BANK OF MONTREAL /CAN/ 200 28,000 0.02%
17 Advisory Services Network, LLC 212 30,000 0.03%
18 TCI Wealth Advisors, Inc. 234 33,000 0.03%
19 IHT WEALTH MANAGEMENT, LLC 601 38,000 0.03%
20 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 281 39,604 0.03%
21 Tower Research Capital LLC (TRC) 300 42,000 0.04%
22 FIRST COMMAND FINANCIAL SERVICES, INC. 298 42,000 0.04%
23 FIRST COMMAND BANK 298 42,000 0.04%
24 CREATIVE FINANCIAL DESIGNS INC /ADV 425 60,000 0.05%
25 Chicago Partners Investment Group LLC 427 61,000 0.05%
26 NEXT Financial Group, Inc 485 68,000 0.06%
27 SRS CAPITAL ADVISORS, INC. 709 100,000 0.09% SH
28 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 766 108,000 0.09%
29 Plante Moran Financial Advisors, LLC 1,000 141,000 0.12%
30 RESOURCES INVESTMENT ADVISORS, INC. 1,034 146,000 0.13%
31 CITIGROUP INC 1,243 175,000 0.15%
32 Creative Planning 1,286 181,000 0.16%
33 EDMOND DE ROTHSCHILD HOLDING S.A. 1,340 189,000 0.16%
34 Sigma Planning Corp 1,509 213,000 0.19%
35 VOYA FINANCIAL ADVISORS, INC. 1,692 238,000 0.21%
36 FDx Advisors, Inc. 1,692 238,000 0.21%
37 Mariner, LLC 1,689 238,000 0.21%
38 FAMILY LEGACY, INC. 1,754 247,000 0.21%
39 Asset Management Group, Inc. 1,777 250,000 0.22%
40 NATIONAL PLANNING CORP 1,879 268,000 0.23%
41 SII INVESTMENTS INC/WI 1,916 269,000 0.23%
42 GENEOS WEALTH MANAGEMENT INC. 1,955 275,000 0.24%
43 Janney Montgomery Scott LLC 1,950 275,000 0.24%
44 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,041 288,000 0.25%
45 ENVESTNET ASSET MANAGEMENT INC 2,098 295,000 0.26%
46 Cetera Advisors LLC 2,273 318,000 0.28%
47 CETERA INVESTMENT ADVISERS 2,273 318,000 0.28%
48 LEVEL FOUR ADVISORY SERVICES, LLC 2,312 327,000 0.28%
49 OPPENHEIMER ASSET MANAGEMENT INC. 2,363 333,000 0.29%
50 CWM, LLC 2,591 365,000 0.32%
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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.