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

Institutional Holders (2016Q3)
Portfolio Summary: 42 Institutional holders with a total value of $56,189,766.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 NEXT Financial Group, Inc 20 3,000 0.01%
3 BANK OF MONTREAL /CAN/ 35 5,000 0.01%
4 MOSAIC FAMILY WEALTH, LLC 32 5,000 0.01%
5 WEALTHPLAN PARTNERS, LLC 40 5,726 0.01%
6 GENEOS WEALTH MANAGEMENT INC. 65 9,000 0.02%
7 INTEGRATED WEALTH MANAGEMENT 60 9,000 0.02%
8 MANUFACTURERS LIFE INSURANCE COMPANY, THE 68 10,000 0.02%
9 REILLY FINANCIAL ADVISORS, LLC 113 16,000 0.03%
10 Focused Wealth Management, Inc 111 16,000 0.03%
11 Chicago Partners Investment Group LLC 115 17,000 0.03%
12 Tower Research Capital LLC (TRC) 120 17,000 0.03%
13 VERSANT CAPITAL MANAGEMENT, INC 260 37,000 0.07%
14 Winslow, Evans & Crocker, Inc. 270 39,078 0.07%
15 Brick & Kyle, Associates 400 58,000 0.10%
16 Concert Wealth Management Inc. 430 61,000 0.11%
17 CT Financial Advisors LLC 656 94,962 0.17%
18 LADENBURG THALMANN FINANCIAL SERVICES INC. 906 131,000 0.23%
19 Ironwood Financial, llc 1,307 189,000 0.34%
20 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,161 313,000 0.56%
21 NATIONAL PLANNING CORP 2,679 374,000 0.67%
22 PNC FINANCIAL SERVICES GROUP, INC. 2,704 392,000 0.70%
23 ADVISOR GROUP, INC. 3,062 443,000 0.79%
24 MML INVESTORS SERVICES, INC. 3,936 570,000 1.01%
25 MSI Financial Services Inc 4,065 588,000 1.05%
26 ROYAL BANK OF CANADA 5,218 755,000 1.34%
27 Commonwealth Equity Services, Inc 5,468 791,000 1.41%
28 GOLDMAN SACHS GROUP INC 5,702 825,000 1.47%
29 VOYA FINANCIAL ADVISORS, INC. 6,851 988,000 1.76%
30 J.P. Morgan Private Wealth Advisors LLC 7,029 1,017,000 1.81%
31 CHOREO, LLC 9,583 1,387,000 2.47%
32 CITIGROUP INC 12,763 1,847,000 3.29%
33 Raymond James Financial Services Advisors, Inc. 14,479 2,096,000 3.73%
34 Private Advisor Group, LLC 14,848 2,125,000 3.78%
35 PARSONS CAPITAL MANAGEMENT INC/RI 15,132 2,190,000 3.90%
36 WELLS FARGO & COMPANY/MN 16,136 2,336,000 4.16%
37 UBS Group AG 16,498 2,388,000 4.25%
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,756 2,570,000 4.57%
39 LPL Financial LLC 22,872 3,274,000 5.83%
40 BANK OF AMERICA CORP /DE/ 25,004 3,619,000 6.44%
41 AMERIPRISE FINANCIAL INC 67,376 9,750,000 17.35%
42 MORGAN STANLEY 102,465 14,829,000 26.39%

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.