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

Institutional Holders (2016Q4)
Portfolio Summary: 81 Institutional holders with a total value of $467,106,894.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 IHT WEALTH MANAGEMENT, LLC 3 0 0.00%
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 BlackRock Finance, Inc. 1 0 0.00%
4 Transamerica Financial Advisors, LLC 1 1,000 0.00%
5 BRONFMAN E.L. ROTHSCHILD, L.P. 11 1,000 0.00%
6 YORKBRIDGE WEALTH PARTNERS, LLC 40 5,000 0.00%
7 SEVENBRIDGE FINANCIAL GROUP, LLC 49 6,000 0.00%
8 Endurance Wealth Management, Inc. 75 8,000 0.00%
9 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 82 9,000 0.00%
10 HUNTINGTON NATIONAL BANK 150 17,000 0.00% PRN
11 NewSquare Capital LLC 190 21,000 0.00%
12 Bartlett & Co. LLC 200 23,000 0.00%
13 Ameritas Investment Partners, Inc. 240 27,000 0.01%
14 MANUFACTURERS LIFE INSURANCE COMPANY, THE 238 27,000 0.01%
15 BENJAMIN F. EDWARDS & COMPANY, INC. 314 35,000 0.01%
16 FIRST COMMAND BANK 384 43,000 0.01%
17 FIRST COMMAND FINANCIAL SERVICES, INC. 384 43,000 0.01%
18 Live Your Vision, LLC 425 48,000 0.01%
19 Shamrock Asset Management LLC 578 65,000 0.01%
20 MSI Financial Services Inc 582 66,000 0.01%
21 GLEN EAGLE ADVISORS, LLC 887 99,894 0.02%
22 GENEOS WEALTH MANAGEMENT INC. 899 101,000 0.02%
23 IFP ADVISORS, INC 1,082 122,000 0.03%
24 LAZARD ASSET MANAGEMENT LLC 1,265 142,000 0.03% PRN
25 FARMERS & MERCHANTS INVESTMENTS INC 1,331 150,000 0.03%
26 CITIZENS FINANCIAL GROUP INC/DE 1,394 157,000 0.03%
27 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 1,439 162,000 0.03%
28 GLOBAL RETIREMENT PARTNERS, LLC 1,504 169,000 0.04%
29 UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,979 223,000 0.05%
30 AVEO CAPITAL PARTNERS, LLC 2,946 332,000 0.07%
31 Goelzer Investment Management, Inc. 3,037 342,000 0.07%
32 Commonwealth Equity Services, Inc 3,091 348,000 0.07%
33 Virtu KCG Holdings LLC 3,142 354,000 0.08%
34 D.A. DAVIDSON & CO. 3,573 402,000 0.09%
35 MUFG Americas Holdings Corp 4,027 454,000 0.10%
36 FAS Wealth Partners, Inc. 4,082 460,000 0.10%
37 ADVISOR GROUP, INC. 4,099 461,000 0.10%
38 HighTower Advisors, LLC 4,373 482,000 0.10%
39 TOWER SQUARE INVESTMENT MANAGEMENT, LLC 5,769 650,000 0.14%
40 Efficient Advisors, LLC 5,847 659,000 0.14%
41 Checchi Capital Advisers, LLC 6,238 702,000 0.15%
42 MANNING & NAPIER ADVISORS LLC 6,469 728,000 0.16% PRN
43 Evercore Wealth Management, LLC 6,675 752,000 0.16%
44 Bluefin Trading, LLC 7,081 797,000 0.17%
45 First Allied Advisory Services, Inc. 7,216 813,000 0.17%
46 Exchange Capital Management, Inc. 7,522 847,000 0.18%
47 LADENBURG THALMANN FINANCIAL SERVICES INC. 8,686 978,000 0.21%
48 AFAM CAPITAL, INC. 9,589 1,080,000 0.23%
49 CITADEL ADVISORS LLC 9,701 1,093,000 0.23%
50 TIEDEMANN ADVISORS, LLC 9,990 1,125,000 0.24%
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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.