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

Institutional Holders (2017Q1)
Portfolio Summary: 178 Institutional holders with a total value of $860,621,865.
#
Manager Name
Shares
Value ($)
%
Options
Notes
151 Stonehage Fleming Financial Services Holdings Ltd 560 23,000 0.00%
152 BB&T INVESTMENT SERVICES, INC. 386 16,000 0.00%
153 SEI INVESTMENTS CO 387 16,000 0.00%
154 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 406 16,000 0.00%
155 ULLMANN WEALTH PARTNERS GROUP, LLC 362 15,000 0.00%
156 RPG FAMILY WEALTH ADVISORY, LLC 355 14,856 0.00%
157 SCHRODER INVESTMENT MANAGEMENT GROUP 340 14,000 0.00%
158 STERLING INVESTMENT ADVISORS, LTD. 300 13,000 0.00%
159 CUTLER GROUP LLC / CA 300 12,000 0.00%
160 Forward Management, LLC 275 12,000 0.00%
161 JFS WEALTH ADVISORS, LLC 314 12,000 0.00%
162 CWM, LLC 250 10,000 0.00%
163 Lenox Wealth Management, Inc. 206 9,000 0.00%
164 FIFTH THIRD BANCORP 226 9,000 0.00%
165 Tradewinds Capital Management, LLC 171 7,000 0.00%
166 INTEGRATED INVESTMENT CONSULTANTS, LLC 170 7,000 0.00%
167 ANCHOR INVESTMENT MANAGEMENT, LLC 150 6,278 0.00%
168 AGF INVESTMENTS INC. 146 6,000 0.00%
169 D.A. DAVIDSON & CO. 100 4,000 0.00%
170 BARCLAYS PLC 93 4,000 0.00%
171 Gemmer Asset Management LLC 63 3,000 0.00%
172 Evercore Wealth Management, LLC 42 2,000 0.00%
173 JNBA Financial Advisors 28 1,000 0.00%
174 Corbenic Partners LLC 19 1,000 0.00%
175 CUTLER GROUP LLC / CA 1,300 1,000 0.00% Call
176 EXANE DERIVATIVES 1 42 0.00%
177 CUTLER GROUP LLC / CA 100 0 0.00% Put
178 Parallax Volatility Advisers, L.P. 1 0 0.00%
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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.