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

Institutional Holders (2016Q3)
Portfolio Summary: 81 Institutional holders with a total value of $77,017,995.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Allworth Financial LP 370,325 17,583,000 22.83%
2 BANK OF AMERICA CORP /DE/ 136,433 6,478,000 8.41%
3 LBMC INVESTMENT ADVISORS, LLC 106,772 5,070,000 6.58%
4 Commonwealth Equity Services, Inc 89,378 4,244,000 5.51%
5 LPL Financial LLC 73,718 3,472,000 4.51%
6 PATTON ALBERTSON MILLER GROUP, LLC 68,048 3,231,000 4.20%
7 JANE STREET GROUP, LLC 63,232 3,002,000 3.90%
8 Polaris Wealth Advisory Group, LLC 37,590 1,785,000 2.32%
9 Archford Capital Strategies, LLC 35,144 1,668,000 2.17%
10 Annex Advisory Services, LLC 32,883 1,561,000 2.03%
11 Regal Investment Advisors LLC 31,791 1,509,000 1.96%
12 WELLS FARGO & COMPANY/MN 31,508 1,496,000 1.94%
13 Madrona Financial Services, LLC 30,074 1,428,000 1.85% SH
14 Patriot Wealth Management, Inc. 28,945 1,374,000 1.78%
15 Cambridge Investment Research Advisors, Inc. 27,875 1,323,000 1.72%
16 MORGAN STANLEY 24,376 1,158,000 1.50%
17 Efficient Advisors, LLC 22,355 1,061,000 1.38%
18 Legacy Private Trust Co. 21,799 1,035,000 1.34%
19 Cetera Advisor Networks LLC 19,953 947,000 1.23%
20 Canal Capital Management, LLC 19,900 945,000 1.23%
21 UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,289 821,000 1.07%
22 Stratos Wealth Partners, LTD. 17,023 808,000 1.05%
23 Courage Miller Partners, LLC 17,028 808,000 1.05%
24 Avior Wealth Management, LLC 16,806 798,000 1.04%
25 Stonehearth Capital Management, LLC 15,697 745,000 0.97%
26 Jackson Wealth Management, LLC 15,338 718,000 0.93%
27 Virtu KCG Holdings LLC 14,903 708,000 0.92%
28 AMERIPRISE FINANCIAL INC 13,862 658,000 0.85%
29 STRATEGIC FINANCIAL GROUP, LLC 12,950 615,000 0.80%
30 Waverly Advisors, LLC 12,106 575,000 0.75%
31 CWA ASSET MANAGEMENT GROUP, LLC 10,657 505,995 0.66%
32 IFP ADVISORS, INC 10,030 476,000 0.62%
33 Boston Standard Wealth Management, LLC 10,017 476,000 0.62%
34 FDx Advisors, Inc. 9,851 468,000 0.61%
35 PNC FINANCIAL SERVICES GROUP, INC. 9,516 451,000 0.59%
36 Ruggie Capital Group 9,396 446,000 0.58%
37 UBS Group AG 8,802 418,000 0.54%
38 FIFTH THIRD BANCORP 7,806 371,000 0.48%
39 ADVISOR GROUP, INC. 7,755 369,000 0.48%
40 SII INVESTMENTS INC/WI 7,661 363,000 0.47%
41 Private Advisor Group, LLC 7,643 360,000 0.47%
42 SARGENT BICKHAM LAGUDIS LLC 7,112 338,000 0.44%
43 RFG Advisory, LLC 7,123 335,000 0.43%
44 JFS WEALTH ADVISORS, LLC 6,982 331,000 0.43%
45 Cerity Partners OCIO LLC 6,865 326,000 0.42%
46 V WEALTH MANAGEMENT,LLC 6,217 296,000 0.38%
47 LADENBURG THALMANN FINANCIAL SERVICES INC. 5,411 257,000 0.33%
48 VOYA FINANCIAL ADVISORS, INC. 5,410 256,000 0.33%
49 JPMORGAN CHASE & CO 5,400 256,000 0.33%
50 Verus Financial Partners, Inc. 5,127 243,000 0.32% SH
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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.