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

Institutional Holders (2016Q4)
Portfolio Summary: 31 Institutional holders with a total value of $13,940,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 47,633 2,323,000 16.66%
2 KALOS MANAGEMENT, INC. 29,062 1,417,000 10.16%
3 ROYAL BANK OF CANADA 27,616 1,348,000 9.67%
4 HALBERT HARGROVE GLOBAL ADVISORS, LLC 26,083 1,272,000 9.12%
5 SG Americas Securities, LLC 24,004 1,171,000 8.40%
6 BANK OF AMERICA CORP /DE/ 18,330 894,000 6.41%
7 1834 INVESTMENT ADVISORS CO 17,597 858,000 6.15%
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,132 836,000 6.00%
9 Commonwealth Equity Services, Inc 10,973 535,000 3.84%
10 Regal Investment Advisors LLC 7,586 370,000 2.65%
11 AMERIPRISE FINANCIAL INC 7,422 362,000 2.60%
12 UBS Group AG 7,394 361,000 2.59%
13 Timber Hill LLC 6,928 338,000 2.42%
14 LPL Financial LLC 6,736 330,000 2.37%
15 HighTower Advisors, LLC 6,683 327,000 2.35%
16 WELLS FARGO & COMPANY/MN 6,316 308,000 2.21%
17 MSI Financial Services Inc 6,093 297,000 2.13%
18 LADENBURG THALMANN FINANCIAL SERVICES INC. 4,363 213,000 1.53%
19 ENVESTNET ASSET MANAGEMENT INC 2,100 102,000 0.73%
20 D.A. DAVIDSON & CO. 1,540 75,000 0.54%
21 ADVISOR GROUP, INC. 1,100 54,000 0.39%
22 GENEOS WEALTH MANAGEMENT INC. 581 28,000 0.20%
23 IFP ADVISORS, INC 490 24,000 0.17%
24 Creative Planning 500 24,000 0.17%
25 BlackRock Finance, Inc. 477 23,000 0.16%
26 AlphaMark Advisors, LLC 400 20,000 0.14%
27 Riggs Asset Managment Co. Inc. 250 12,000 0.09%
28 NEXT Financial Group, Inc 218 11,000 0.08%
29 PNC FINANCIAL SERVICES GROUP, INC. 110 5,000 0.04%
30 Patten Group, Inc. 50 2,000 0.01%
31 Parallax Volatility Advisers, L.P. 1 0 0.00%

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.