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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
51 Creative Planning 1,286 181,000 0.16%
52 CITIGROUP INC 1,243 175,000 0.15%
53 RESOURCES INVESTMENT ADVISORS, INC. 1,034 146,000 0.13%
54 Plante Moran Financial Advisors, LLC 1,000 141,000 0.12%
55 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 766 108,000 0.09%
56 SRS CAPITAL ADVISORS, INC. 709 100,000 0.09% SH
57 NEXT Financial Group, Inc 485 68,000 0.06%
58 Chicago Partners Investment Group LLC 427 61,000 0.05%
59 CREATIVE FINANCIAL DESIGNS INC /ADV 425 60,000 0.05%
60 FIRST COMMAND BANK 298 42,000 0.04%
61 FIRST COMMAND FINANCIAL SERVICES, INC. 298 42,000 0.04%
62 Tower Research Capital LLC (TRC) 300 42,000 0.04%
63 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 281 39,604 0.03%
64 IHT WEALTH MANAGEMENT, LLC 601 38,000 0.03%
65 TCI Wealth Advisors, Inc. 234 33,000 0.03%
66 Advisory Services Network, LLC 212 30,000 0.03%
67 Liberty Capital Management, Inc. 200 28,000 0.02%
68 BANK OF MONTREAL /CAN/ 200 28,000 0.02%
69 TRUST CO OF VERMONT 167 24,000 0.02%
70 US BANCORP \DE\ 163 23,000 0.02%
71 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 131 18,000 0.02%
72 IFP ADVISORS, INC 122 17,000 0.01%
73 PNC FINANCIAL SERVICES GROUP, INC. 125 17,000 0.01%
74 ASSETMARK, INC 89 13,000 0.01%
75 MANUFACTURERS LIFE INSURANCE COMPANY, THE 85 12,000 0.01%
76 Ironwood Financial, llc 57 8,000 0.01%
77 BlackRock Finance, Inc. 28 4,000 0.00%
78 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 26 4,000 0.00%
79 WESTSIDE INVESTMENT MANAGEMENT, INC. 12 1,680 0.00%
80 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 6 0 0.00%
81 Parallax Volatility Advisers, L.P. 1 0 0.00%
82 Carroll Financial Associates, Inc. 2 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.