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

Institutional Holders (2016Q4)
Portfolio Summary: 118 Institutional holders with a total value of $996,951,773.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 CUTLER GROUP LLC / CA 200 0 0.00% Call
3 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 64 2,000 0.00%
4 AllSquare Wealth Management LLC 85 3,000 0.00%
5 WHITTIER TRUST CO 100 4,000 0.00%
6 FIFTH THIRD BANCORP 150 6,000 0.00%
7 HIGH POINT BANK & TRUST CO 162 6,000 0.00%
8 D'Orazio & Associates, Inc. 204 8,000 0.00%
9 LEE FINANCIAL CORP 210 8,000 0.00%
10 Ironwood Financial, llc 250 10,000 0.00%
11 NEXT Financial Group, Inc 250 10,000 0.00%
12 Winslow, Evans & Crocker, Inc. 376 14,640 0.00%
13 GENEOS WEALTH MANAGEMENT INC. 405 15,000 0.00%
14 TRUST CO OF VERMONT 510 20,000 0.00%
15 US BANCORP \DE\ 506 20,000 0.00%
16 SYNOVUS FINANCIAL CORP 593 23,000 0.00%
17 IBEX WEALTH ADVISORS 596 24,000 0.00%
18 Ancora Advisors LLC 835 33,000 0.00%
19 CREATIVE FINANCIAL DESIGNS INC /ADV 1,000 39,000 0.00%
20 Chicago Partners Investment Group LLC 1,162 45,000 0.00%
21 D.A. DAVIDSON & CO. 1,285 50,000 0.01%
22 CAPTRUST FINANCIAL ADVISORS 1,315 51,000 0.01%
23 BB&T INVESTMENT SERVICES, INC. 1,439 56,000 0.01%
24 BENJAMIN F. EDWARDS & COMPANY, INC. 1,623 63,000 0.01%
25 BANK OF MONTREAL /CAN/ 2,200 85,000 0.01%
26 Cornerstone Advisors, Inc. 2,170 85,000 0.01%
27 BROWN BROTHERS HARRIMAN & CO 2,245 88,000 0.01%
28 Kistler-Tiffany Companies, LLC 2,628 103,000 0.01%
29 WHITTIER TRUST CO OF NEVADA INC 2,900 113,000 0.01%
30 EDGE ADVISORS, LLC 3,050 119,000 0.01%
31 SEI INVESTMENTS CO 3,286 129,000 0.01%
32 Financial Architects, Inc 4,025 157,000 0.02%
33 WASHINGTON TRUST BANK 4,460 174,000 0.02%
34 BEACON INVESTMENT ADVISORY SERVICES, INC. 5,176 202,000 0.02%
35 ROBERTSON STEPHENS ADVISORS LLC 5,270 206,000 0.02%
36 STIFEL FINANCIAL CORP 5,826 228,000 0.02%
37 HighTower Advisors, LLC 5,813 228,000 0.02%
38 First Allied Advisory Services, Inc. 5,960 233,000 0.02%
39 CITIGROUP INC 6,036 236,000 0.02%
40 VALLEY NATIONAL ADVISERS INC 6,352 248,000 0.02%
41 PICTET BANK & TRUST Ltd 6,500 254,000 0.03%
42 COLDSTREAM CAPITAL MANAGEMENT INC 6,671 260,000 0.03%
43 Creative Planning 7,036 275,000 0.03%
44 LAUREL WEALTH ADVISORS, INC. 7,301 285,000 0.03%
45 PARALLEL ADVISORS, LLC 7,526 294,000 0.03%
46 ADVISOR GROUP, INC. 7,561 295,000 0.03%
47 Ken Stern & Associates, Inc. 7,595 297,000 0.03%
48 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,660 299,000 0.03%
49 BlackRock Japan Co. Ltd 7,937 310,000 0.03%
50 M&T BANK CORP 8,211 321,000 0.03%
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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.