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

Institutional Holders (2016Q3)
Portfolio Summary: 290 Institutional holders with a total value of $2,642,308,036.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Bartlett & Co. LLC 12 1,000 0.00%
3 WESTPORT RESOURCES MANAGEMENT INC 22 2,000 0.00%
4 CUTLER GROUP LLC / CA 1,000 3,000 0.00% Call
5 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 35 3,000 0.00%
6 BENJAMIN F. EDWARDS & COMPANY, INC. 75 6,000 0.00%
7 REGAL WEALTH GROUP, INC. 89 7,000 0.00%
8 Capital Analysts, LLC 128 10,406 0.00%
9 GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC 140 11,000 0.00%
10 MARK SHEPTOFF FINANCIAL PLANNING, LLC 150 12,000 0.00%
11 ANCHOR INVESTMENT MANAGEMENT, LLC 161 13,086 0.00%
12 MOTCO 178 14,000 0.00%
13 Gemmer Asset Management LLC 194 16,000 0.00%
14 First Personal Financial Services 200 16,000 0.00%
15 LBA Wealth Management, LLC 233 19,000 0.00%
16 Ironwood Financial, llc 250 20,000 0.00%
17 SONORA INVESTMENT MANAGEMENT, LLC 276 22,433 0.00%
18 ADVANTAGE INVESTMENT MANAGEMENT, LLC 299 24,000 0.00%
19 Brick & Kyle, Associates 330 27,000 0.00%
20 ROBLE, BELKO & COMPANY, INC 358 29,000 0.00%
21 BESSEMER GROUP INC 400 33,000 0.00%
22 Allworth Financial LP 420 34,000 0.00%
23 JACOBI CAPITAL MANAGEMENT LLC 468 38,000 0.00%
24 Joel Isaacson & Co., LLC 500 41,000 0.00%
25 WEALTHPLAN PARTNERS, LLC 536 43,035 0.00%
26 MANUFACTURERS LIFE INSURANCE COMPANY, THE 564 46,000 0.00%
27 Focused Wealth Management, Inc 577 47,000 0.00%
28 Transamerica Financial Advisors, LLC 603 49,000 0.00%
29 Sandy Spring Bank 600 49,000 0.00%
30 AYALON INSURANCE COMP LTD. 600 49,000 0.00%
31 WOODMONT INVESTMENT COUNSEL LLC 735 60,000 0.00%
32 KINGS POINT CAPITAL MANAGEMENT 845 69,000 0.00%
33 Cranbrook Wealth Management, LLC 1,196 97,000 0.00%
34 ENTERPRISE FINANCIAL SERVICES CORP 1,297 105,000 0.00%
35 KANALY TRUST CO 1,527 124,000 0.00%
36 SCHRODER INVESTMENT MANAGEMENT GROUP 1,590 129,000 0.00%
37 Mariner, LLC 1,637 133,000 0.01%
38 ROWLAND CARMICHAEL ADVISORS INC /ADV 1,712 139,000 0.01%
39 FIFTH THIRD BANCORP 1,859 151,000 0.01%
40 Ameritas Investment Partners, Inc. 1,890 153,000 0.01%
41 FLOW TRADERS U.S. LLC 1,948 158,000 0.01%
42 SEI INVESTMENTS CO 2,000 163,000 0.01%
43 ZIONS BANCORPORATION 2,421 197,000 0.01%
44 HENGEHOLD CAPITAL MANAGEMENT LLC 2,455 200,000 0.01%
45 Rothschild & Co Wealth Management UK Ltd 2,488 202,000 0.01%
46 CIBC WORLD MARKET INC. 2,489 202,000 0.01%
47 NICHOLAS HOFFMAN & COMPANY, LLC. 2,624 213,000 0.01%
48 GIRARD SECURITIES, INC. 2,687 218,000 0.01%
49 SYNOVUS FINANCIAL CORP 2,712 221,000 0.01%
50 VICUS CAPITAL 2,728 222,000 0.01%
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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.