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

Institutional Holders (2016Q1)
Portfolio Summary: 76 Institutional holders with a total value of $92,314,962.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Archford Capital Strategies, LLC 31,100 31,160,962 33.76%
2 Allworth Financial LP 181,658 8,231,000 8.92%
3 LPL Financial LLC 140,294 6,229,000 6.75%
4 LBMC INVESTMENT ADVISORS, LLC 97,065 4,398,000 4.76%
5 BANK OF AMERICA CORP /DE/ 87,584 3,969,000 4.30%
6 AMERIPRISE FINANCIAL INC 83,108 3,772,000 4.09%
7 JANE STREET GROUP, LLC 74,867 3,392,000 3.67%
8 Commonwealth Equity Services, Inc 62,693 2,841,000 3.08%
9 WELLS FARGO & COMPANY/MN 37,035 1,678,000 1.82%
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 32,293 1,463,000 1.58%
11 Polaris Wealth Advisory Group, LLC 30,311 1,373,000 1.49%
12 Madrona Financial Services, LLC 29,699 1,346,000 1.46%
13 Annex Advisory Services, LLC 29,149 1,321,000 1.43%
14 Regal Investment Advisors LLC 27,422 1,243,000 1.35%
15 Patriot Wealth Management, Inc. 25,138 1,139,000 1.23%
16 Efficient Advisors, LLC 22,540 1,021,000 1.11%
17 Virtu KCG Holdings LLC 22,135 1,003,000 1.09%
18 Raymond James Financial Services Advisors, Inc. 22,136 1,003,000 1.09%
19 VSR Financial Services, Inc. 20,155 913,000 0.99%
20 Canal Capital Management, LLC 19,632 890,000 0.96%
21 Cetera Advisor Networks LLC 18,997 861,000 0.93%
22 Cambridge Investment Research Advisors, Inc. 18,868 855,000 0.93%
23 UNITED CAPITAL FINANCIAL ADVISORS, LLC 18,059 818,000 0.89%
24 Courage Miller Partners, LLC 16,749 759,000 0.82%
25 IFP ADVISORS, INC 16,621 753,000 0.82%
26 Stonehearth Capital Management, LLC 15,853 718,000 0.78%
27 Jackson Wealth Management, LLC 15,241 677,000 0.73%
28 PNC FINANCIAL SERVICES GROUP, INC. 11,407 517,000 0.56%
29 CWA ASSET MANAGEMENT GROUP, LLC 10,580 479,000 0.52%
30 MORGAN STANLEY 10,531 477,000 0.52%
31 FDx Advisors, Inc. 9,881 448,000 0.49%
32 STRATEGIC FINANCIAL GROUP, LLC 9,876 447,000 0.48%
33 Boston Standard Wealth Management, LLC 9,780 444,000 0.48%
34 UBS Group AG 9,363 424,000 0.46%
35 RFG Advisory, LLC 9,221 417,000 0.45%
36 Waverly Advisors, LLC 8,571 388,000 0.42%
37 SARGENT BICKHAM LAGUDIS LLC 7,112 322,000 0.35%
38 JFS WEALTH ADVISORS, LLC 6,940 314,000 0.34%
39 FIFTH THIRD BANCORP 6,811 309,000 0.33%
40 JPMORGAN CHASE & CO 6,400 290,000 0.31%
41 Investors Capital Advisory Services 6,296 285,000 0.31%
42 AMERICAN INTERNATIONAL GROUP, INC. 5,740 260,000 0.28%
43 Private Advisor Group, LLC 5,588 253,000 0.27%
44 VOYA FINANCIAL ADVISORS, INC. 5,059 230,000 0.25%
45 Verus Financial Partners, Inc. 4,980 226,000 0.24% SH
46 Avior Wealth Management, LLC 4,905 222,000 0.24%
47 STRID GROUP, LLC 4,636 210,000 0.23%
48 Waldron Private Wealth LLC 4,670 209,000 0.23%
49 OGOREK ANTHONY JOSEPH /NY/ /ADV 4,486 203,000 0.22%
50 Oakworth Capital, Inc. 3,284 149,000 0.16%
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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.