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

Institutional Holders (2016Q1)
Portfolio Summary: 74 Institutional holders with a total value of $160,776,333.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 STIFEL FINANCIAL CORP 3,950 259,000 0.16%
52 SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,800 251,000 0.16% Put
53 Partnervest Advisory Services LLC 3,734 246,000 0.15%
54 Boltwood Capital Management 3,600 238,000 0.15%
55 CABOT WEALTH MANAGEMENT INC 3,508 231,000 0.14%
56 Koshinski Asset Management, Inc. 3,497 231,000 0.14%
57 First Allied Advisory Services, Inc. 3,489 229,000 0.14%
58 NEXT Financial Group, Inc 1,649 108,000 0.07%
59 Creative Planning 1,530 101,000 0.06%
60 Ruggie Capital Group 1,090 72,000 0.04%
61 PNC FINANCIAL SERVICES GROUP, INC. 966 64,000 0.04%
62 TCI Wealth Advisors, Inc. 840 55,000 0.03%
63 Winslow, Evans & Crocker, Inc. 778 51,333 0.03%
64 GENEOS WEALTH MANAGEMENT INC. 669 44,000 0.03%
65 CUTLER GROUP LLC / CA 409 26,000 0.02%
66 Advisors Preferred, LLC 296 20,000 0.01%
67 FIFTH THIRD BANCORP 300 20,000 0.01%
68 JPMORGAN CHASE & CO 300 20,000 0.01%
69 BANK OF MONTREAL /CAN/ 200 13,000 0.01%
70 US BANCORP \DE\ 180 12,000 0.01%
71 BlackRock Finance, Inc. 36 2,000 0.00%
72 WFG Advisors, LP 8 1,000 0.00%
73 CUTLER GROUP LLC / CA 300 0 0.00% Put
74 Parallax Volatility Advisers, L.P. 1 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.