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

Institutional Holders (2017Q2)
Portfolio Summary: 197 Institutional holders with a total value of $920,490,296.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 200 0 0.00% Call
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 Transamerica Financial Advisors, LLC 4 1,000 0.00%
4 SEI INVESTMENTS CO 11 1,000 0.00%
5 Evensky & Katz LLC 21 2,000 0.00%
6 JFS WEALTH ADVISORS, LLC 29 3,000 0.00%
7 MOUNTAIN CAPITAL INVESTMENT ADVISORS INC. 26 3,000 0.00%
8 CREATIVE FINANCIAL DESIGNS INC /ADV 33 4,000 0.00%
9 V WEALTH MANAGEMENT,LLC 40 4,000 0.00%
10 ROYAL FUND MANAGEMENT, LLC 51 5,000 0.00%
11 CWM, LLC 45 5,000 0.00%
12 RESOURCES INVESTMENT ADVISORS, INC. 60 6,000 0.00%
13 BUTENSKY & COHEN FINANCIAL SECURITY, INC 60 6,000 0.00%
14 WFG Advisors, LP 69 7,000 0.00%
15 Gradient Investments LLC 61 7,000 0.00%
16 Allworth Financial LP 77 8,000 0.00%
17 Vantage Investment Advisors, LLC 95 10,000 0.00%
18 Spruce Investment Advisors LLC 97 10,000 0.00%
19 CUTLER GROUP LLC / CA 100 10,000 0.00%
20 WESTSIDE INVESTMENT MANAGEMENT, INC. 100 10,810 0.00%
21 Hudock, Inc. 115 12,000 0.00%
22 BLUE GRANITE CAPITAL, LLC 150 16,000 0.00%
23 Barrett Asset Management, LLC 160 17,000 0.00%
24 Winfield Associates, Inc. 190 20,000 0.00%
25 Advisory Services Network, LLC 200 22,000 0.00%
26 THOMPSON DAVIS & CO., INC. 250 27,000 0.00%
27 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 256 27,000 0.00%
28 North Star Investment Management Corp. 265 29,000 0.00%
29 PACIFIC CENTER FOR FINANCIAL SERVICES 293 32,000 0.00%
30 SEVENBRIDGE FINANCIAL GROUP, LLC 300 32,000 0.00%
31 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 320 35,000 0.00%
32 RPG INVESTMENT ADVISORY, LLC 382 41,000 0.00%
33 US BANCORP \DE\ 414 44,000 0.00%
34 Sandy Spring Bank 475 51,000 0.01%
35 BARCLAYS PLC 483 52,000 0.01%
36 Evercore Wealth Management, LLC 500 54,000 0.01%
37 REILLY FINANCIAL ADVISORS, LLC 500 54,000 0.01%
38 Plante Moran Financial Advisors, LLC 523 56,000 0.01%
39 RPG FAMILY WEALTH ADVISORY, LLC 568 61,071 0.01%
40 BDO WEALTH ADVISORS, LLC 655 70,000 0.01%
41 NewEdge Advisors, LLC 663 71,670 0.01%
42 Ironwood Financial, llc 830 89,000 0.01%
43 FIFTH THIRD BANCORP 898 97,000 0.01%
44 WHITTIER TRUST CO 946 102,000 0.01%
45 AlphaMark Advisors, LLC 975 105,000 0.01% SH
46 BALENTINE LLC 1,000 108,000 0.01%
47 ADVANTAGE INVESTMENT MANAGEMENT, LLC 1,016 109,000 0.01%
48 ASSETMARK, INC 1,040 112,000 0.01%
49 Walleye Trading LLC 1,051 113,000 0.01%
50 Hanson & Doremus Investment Management 1,241 133,000 0.01%
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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.