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

Institutional Holders (2017Q1)
Portfolio Summary: 33 Institutional holders with a total value of $16,877,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 63,344 3,099,000 18.36%
2 MORGAN STANLEY 53,886 2,636,000 15.62%
3 Commonwealth Equity Services, Inc 36,882 1,804,000 10.69%
4 KALOS MANAGEMENT, INC. 29,429 1,440,000 8.53%
5 SG Americas Securities, LLC 24,004 1,174,000 6.96%
6 BANK OF AMERICA CORP /DE/ 21,018 1,028,000 6.09%
7 HALBERT HARGROVE GLOBAL ADVISORS, LLC 17,633 863,000 5.11%
8 1834 INVESTMENT ADVISORS CO 17,597 861,000 5.10%
9 LPL Financial LLC 12,846 628,000 3.72%
10 Regal Investment Advisors LLC 11,750 575,000 3.41%
11 Cetera Advisor Networks LLC 8,474 418,000 2.48%
12 UBS Group AG 7,159 350,000 2.07%
13 Timber Hill LLC 5,566 272,000 1.61%
14 AMERIPRISE FINANCIAL INC 5,271 258,000 1.53%
15 Cambridge Investment Research Advisors, Inc. 4,746 232,000 1.37%
16 LADENBURG THALMANN FINANCIAL SERVICES INC. 4,504 221,000 1.31%
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,418 216,000 1.28%
18 Private Advisor Group, LLC 4,207 206,000 1.22%
19 ROYAL BANK OF CANADA 2,694 132,000 0.78%
20 HERITAGE TRUST CO 2,581 126,000 0.75%
21 D.A. DAVIDSON & CO. 1,540 75,000 0.44%
22 ADVISOR GROUP, INC. 1,402 69,000 0.41%
23 MASCOMA WEALTH MANAGEMENT LLC 750 37,000 0.22%
24 Creative Planning 700 34,000 0.20%
25 IFP ADVISORS, INC 692 34,000 0.20%
26 GENEOS WEALTH MANAGEMENT INC. 581 28,000 0.17%
27 BlackRock Finance, Inc. 477 23,000 0.14%
28 AlphaMark Advisors, LLC 400 20,000 0.12%
29 NEXT Financial Group, Inc 218 11,000 0.07%
30 HORAN SECURITIES, INC. 99 5,000 0.03%
31 Patten Group, Inc. 50 2,000 0.01%
32 MassMutual Private Wealth & Trust, FSB 0 0 0.00%
33 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.