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

Institutional Holders (2016Q3)
Portfolio Summary: 177 Institutional holders with a total value of $777,878,754.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 500 0 0.00% Call
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 EXANE DERIVATIVES 1 39 0.00%
4 Corbenic Partners LLC 19 1,000 0.00%
5 Transamerica Financial Advisors, LLC 7 1,000 0.00%
6 BARCLAYS PLC 93 4,000 0.00%
7 ANCHOR INVESTMENT MANAGEMENT, LLC 150 5,907 0.00%
8 INTEGRATED INVESTMENT CONSULTANTS, LLC 170 6,000 0.00%
9 NEXT Financial Group, Inc 201 8,000 0.00%
10 Forward Management, LLC 275 11,000 0.00%
11 Capital Analysts, LLC 300 11,814 0.00%
12 JFS WEALTH ADVISORS, LLC 314 12,000 0.00%
13 Lenox Wealth Management, Inc. 335 13,000 0.00%
14 SCHRODER INVESTMENT MANAGEMENT GROUP 340 13,000 0.00%
15 Gemmer Asset Management LLC 328 13,000 0.00%
16 Lowe Wealth Advisors, LLC 322 13,000 0.00%
17 AGF INVESTMENTS INC. 357 14,000 0.00%
18 1832 Asset Management L.P. 400 16,000 0.00%
19 ASSETMARK, INC 400 16,000 0.00%
20 HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. 410 16,000 0.00% PRN
21 SIGNATUREFD, LLC 423 17,000 0.00%
22 JNBA Financial Advisors 423 17,000 0.00%
23 Winslow, Evans & Crocker, Inc. 446 17,526 0.00%
24 METROPOLITAN LIFE INSURANCE CO/NY 19,833 18,000 0.00%
25 Parkside Financial Bank & Trust 469 18,000 0.00%
26 CUTLER GROUP LLC / CA 571 22,000 0.00%
27 FIFTH THIRD BANCORP 563 22,000 0.00%
28 Argentus Capital Management, LLC 551 22,000 0.00%
29 Stonehage Fleming Financial Services Holdings Ltd 560 22,000 0.00%
30 AYALON INSURANCE COMP LTD. 770 30,000 0.00%
31 D.A. DAVIDSON & CO. 835 32,000 0.00%
32 Carroll Financial Associates, Inc. 840 33,000 0.00%
33 ROPES WEALTH ADVISORS LLC 840 33,000 0.00%
34 Kistler-Tiffany Companies, LLC 880 35,000 0.00%
35 Perkins Coie Trust Co 1,000 39,000 0.01%
36 SEI INVESTMENTS CO 1,109 44,000 0.01%
37 ADVISOR GROUP, INC. 1,279 50,000 0.01%
38 Hanson & Doremus Investment Management 1,648 65,000 0.01%
39 Sandy Spring Bank 2,001 79,000 0.01%
40 CITIZENS FINANCIAL GROUP INC/DE 2,025 80,000 0.01%
41 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,443 96,000 0.01%
42 Patten Group, Inc. 2,720 103,822 0.01%
43 PITTENGER & ANDERSON INC 3,000 118,000 0.02%
44 CWM, LLC 3,200 126,000 0.02%
45 Northstar Group, Inc. 5,150 203,000 0.03%
46 RPG FAMILY WEALTH ADVISORY, LLC 5,164 203,358 0.03%
47 Checchi Capital Advisers, LLC 5,191 204,000 0.03%
48 PEAPACK GLADSTONE FINANCIAL CORP 5,420 213,440 0.03%
49 Formidable Asset Management, LLC 5,650 222,000 0.03%
50 Ruggie Capital Group 5,761 227,000 0.03%
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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.