Dark
Light
System
Security
ISHARES TR
ISHARES TR. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 303 Institutional holders with a total value of $2,627,997,385.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 CUTLER GROUP LLC / CA 100 0 0.00% Call
3 Bartlett & Co. LLC 12 1,000 0.00%
4 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 12 1,000 0.00%
5 1832 Asset Management L.P. 40 3,000 0.00%
6 FineMark National Bank & Trust 65 5,000 0.00%
7 REGAL WEALTH GROUP, INC. 89 7,000 0.00%
8 MARK SHEPTOFF FINANCIAL PLANNING, LLC 150 12,000 0.00%
9 Gemmer Asset Management LLC 172 14,000 0.00%
10 LBA Wealth Management, LLC 175 14,000 0.00%
11 WEBSTER BANK, N. A. 188 15,000 0.00%
12 MOTCO 178 15,000 0.00%
13 First Personal Financial Services 200 16,000 0.00%
14 GLEN EAGLE ADVISORS, LLC 200 16,450 0.00%
15 Stevens First Principles Investment Advisors 212 17,000 0.00%
16 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 213 18,000 0.00%
17 BENJAMIN F. EDWARDS & COMPANY, INC. 225 19,000 0.00%
18 ROBLE, BELKO & COMPANY, INC 238 20,000 0.00%
19 Ironwood Financial, llc 250 21,000 0.00%
20 ANCHOR INVESTMENT MANAGEMENT, LLC 261 21,467 0.00%
21 ADVANTAGE INVESTMENT MANAGEMENT, LLC 299 25,000 0.00%
22 Brick & Kyle, Associates 330 27,000 0.00%
23 Sandy Spring Bank 350 29,000 0.00%
24 BESSEMER GROUP INC 400 33,000 0.00%
25 ROWLAND CARMICHAEL ADVISORS INC /ADV 396 33,000 0.00%
26 JACOBI CAPITAL MANAGEMENT LLC 468 38,000 0.00%
27 Joel Isaacson & Co., LLC 500 41,000 0.00%
28 Sunbelt Securities, Inc. 565 46,433 0.00%
29 Focused Wealth Management, Inc 577 47,000 0.00%
30 RISK PARADIGM GROUP, LLC 575 47,293 0.00%
31 AYALON INSURANCE COMP LTD. 600 49,000 0.00%
32 Transamerica Financial Advisors, LLC 781 65,000 0.00%
33 KINGS POINT CAPITAL MANAGEMENT 845 70,000 0.00%
34 MassMutual Private Wealth & Trust, FSB 860 70,735 0.00%
35 YORKBRIDGE WEALTH PARTNERS, LLC 904 73,000 0.00%
36 JACKSON, GRANT INVESTMENT ADVISERS, INC. 1,085 89,000 0.00%
37 MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,155 95,000 0.00%
38 Cranbrook Wealth Management, LLC 1,196 98,000 0.00%
39 ENTERPRISE FINANCIAL SERVICES CORP 1,297 107,000 0.00%
40 KANALY TRUST CO 1,527 126,000 0.00%
41 FIFTH THIRD BANCORP 1,859 153,000 0.01%
42 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 2,020 166,000 0.01%
43 MASCOMA WEALTH MANAGEMENT LLC 2,050 169,000 0.01%
44 GLOBAL RETIREMENT PARTNERS, LLC 2,219 183,000 0.01%
45 SEI INVESTMENTS CO 2,226 183,000 0.01%
46 Ameritas Investment Partners, Inc. 2,245 184,000 0.01%
47 ZIONS BANCORPORATION 2,421 199,000 0.01%
48 JANE STREET GROUP, LLC 2,434 200,000 0.01%
49 HENGEHOLD CAPITAL MANAGEMENT LLC 2,455 202,000 0.01%
50 Emery Howard Portfolio Management, Inc. 2,495 205,000 0.01%
Page 1 of 7

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.