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

Institutional Holders (2016Q2)
Portfolio Summary: 91 Institutional holders with a total value of $295,852,464.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Family Firm, Inc. 3,420 376,000 0.13%
52 Perigon Wealth Management, LLC 3,313 364,000 0.12%
53 Patten Group, Inc. 3,269 359,524 0.12%
54 HIGH FALLS ADVISORS, INC 3,217 356,000 0.12%
55 COMMERCE BANK 2,962 325,000 0.11%
56 CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,850 313,000 0.11%
57 Freedom Investment Management, Inc. 2,777 305,000 0.10%
58 St. Johns Investment Management Company, LLC 2,773 305,000 0.10%
59 M&T BANK CORP 2,669 293,000 0.10%
60 J.P. Morgan Private Wealth Advisors LLC 2,663 293,000 0.10%
61 HighTower Advisors, LLC 2,513 275,000 0.09%
62 Cambridge Investment Research Advisors, Inc. 2,503 275,000 0.09%
63 Advisory Services Network, LLC 2,484 273,000 0.09%
64 BAIRD FINANCIAL GROUP, INC. 2,420 271,000 0.09%
65 SMITH, MOORE & CO. 2,280 251,000 0.08%
66 PEOPLES BANK NATIONAL ASSOCIATION 2,259 248,000 0.08%
67 BOSTON FAMILY OFFICE LLC 2,000 220,000 0.07%
68 GENEOS WEALTH MANAGEMENT INC. 1,974 217,000 0.07%
69 INVESTMENT CENTERS OF AMERICA INC 1,902 209,000 0.07%
70 MURPHY CAPITAL MANAGEMENT INC 1,880 206,000 0.07%
71 People's United Financial, Inc. 1,855 204,000 0.07%
72 SIGNET FINANCIAL MANAGEMENT, LLC 1,604 177,000 0.06%
73 MSI Financial Services Inc 1,603 176,000 0.06%
74 D.A. DAVIDSON & CO. 1,593 175,000 0.06%
75 Manchester Capital Management LLC 1,408 155,000 0.05%
76 US BANCORP \DE\ 1,048 115,000 0.04%
77 Creative Planning 1,039 114,000 0.04%
78 Plante Moran Financial Advisors, LLC 1,000 110,000 0.04%
79 BARCLAYS PLC 900 99,000 0.03%
80 IFP ADVISORS, INC 400 44,000 0.01%
81 ROBLE, BELKO & COMPANY, INC 340 37,000 0.01%
82 Bollard Group LLC 285 31,000 0.01%
83 Sunbelt Securities, Inc. 263 28,940 0.01%
84 HUNTINGTON NATIONAL BANK 200 22,000 0.01% PRN
85 FIFTH THIRD BANCORP 150 16,000 0.01%
86 REILLY FINANCIAL ADVISORS, LLC 87 10,000 0.00%
87 Crosspoint Capital Strategies, LLC 74 8,000 0.00%
88 NEXT Financial Group, Inc 67 7,000 0.00%
89 LBA Wealth Management, LLC 35 4,000 0.00%
90 Transamerica Financial Advisors, LLC 12 2,000 0.00%
91 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.