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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 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Carroll Financial Associates, Inc. 30 1,000 0.00%
3 Ironwood Financial, llc 48 2,000 0.00%
4 Alexandria Capital, LLC 103 5,000 0.01%
5 AllSquare Wealth Management LLC 118 6,000 0.01%
6 BlackRock Finance, Inc. 120 6,000 0.01%
7 Gemmer Asset Management LLC 120 6,000 0.01%
8 BRONFMAN E.L. ROTHSCHILD, L.P. 166 8,000 0.01%
9 D.A. DAVIDSON & CO. 286 13,000 0.02%
10 CKW FINANCIAL GROUP 276 13,000 0.02%
11 Ameritas Investment Partners, Inc. 360 17,000 0.02%
12 CITIGROUP INC 443 21,000 0.03%
13 ROWLAND CARMICHAEL ADVISORS INC /ADV 490 23,000 0.03%
14 Concert Wealth Management Inc. 586 28,000 0.04%
15 BARCLAYS PLC 675 32,000 0.04%
16 Focused Wealth Management, Inc 753 36,000 0.05%
17 CRIBSTONE CAPITAL MANAGEMENT, LLC 954 44,000 0.06%
18 GENEOS WEALTH MANAGEMENT INC. 1,066 50,000 0.06%
19 FineMark National Bank & Trust 1,103 52,000 0.07%
20 Oakworth Capital, Inc. 1,364 65,000 0.08%
21 MSI Financial Services Inc 1,400 66,000 0.09%
22 INTEGRATED INVESTMENT CONSULTANTS, LLC 1,602 75,000 0.10%
23 Creative Planning 2,011 95,000 0.12%
24 WFG Advisors, LP 2,044 97,000 0.13%
25 Stanford Investment Group, Inc. 2,390 113,000 0.15%
26 Tarbox Family Office, Inc. 2,390 113,000 0.15%
27 OGOREK ANTHONY JOSEPH /NY/ /ADV 4,252 201,000 0.26%
28 Ken Stern & Associates, Inc. 3,410 205,000 0.27%
29 Raymond James Financial Services Advisors, Inc. 4,597 218,000 0.28%
30 STRID GROUP, LLC 4,639 220,000 0.29%
31 Waldron Private Wealth LLC 4,670 221,000 0.29%
32 Verus Financial Partners, Inc. 5,127 243,000 0.32% SH
33 VOYA FINANCIAL ADVISORS, INC. 5,410 256,000 0.33%
34 JPMORGAN CHASE & CO 5,400 256,000 0.33%
35 LADENBURG THALMANN FINANCIAL SERVICES INC. 5,411 257,000 0.33%
36 V WEALTH MANAGEMENT,LLC 6,217 296,000 0.38%
37 Cerity Partners OCIO LLC 6,865 326,000 0.42%
38 JFS WEALTH ADVISORS, LLC 6,982 331,000 0.43%
39 RFG Advisory, LLC 7,123 335,000 0.43%
40 SARGENT BICKHAM LAGUDIS LLC 7,112 338,000 0.44%
41 Private Advisor Group, LLC 7,643 360,000 0.47%
42 SII INVESTMENTS INC/WI 7,661 363,000 0.47%
43 ADVISOR GROUP, INC. 7,755 369,000 0.48%
44 FIFTH THIRD BANCORP 7,806 371,000 0.48%
45 UBS Group AG 8,802 418,000 0.54%
46 Ruggie Capital Group 9,396 446,000 0.58%
47 PNC FINANCIAL SERVICES GROUP, INC. 9,516 451,000 0.59%
48 FDx Advisors, Inc. 9,851 468,000 0.61%
49 IFP ADVISORS, INC 10,030 476,000 0.62%
50 Boston Standard Wealth Management, LLC 10,017 476,000 0.62%
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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.