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

Institutional Holders (2017Q2)
Portfolio Summary: 313 Institutional holders with a total value of $2,457,864,518.
#
Manager Name
Shares
Value ($)
%
Options
Notes
251 EDMOND DE ROTHSCHILD HOLDING S.A. 2,825 234,000 0.01%
252 CRESCENT GROVE ADVISORS, LLC 2,732 227,000 0.01%
253 Formidable Asset Management, LLC 2,690 224,000 0.01%
254 WHITTIER TRUST CO 2,646 220,000 0.01%
255 NICHOLAS HOFFMAN & COMPANY, LLC. 2,652 220,000 0.01%
256 GLOBAL RETIREMENT PARTNERS, LLC 2,615 217,000 0.01%
257 PRIO WEALTH LIMITED PARTNERSHIP 2,580 214,000 0.01%
258 FINANCIAL COUNSELORS INC 2,519 209,000 0.01%
259 Emery Howard Portfolio Management, Inc. 2,517 209,000 0.01%
260 AUSDAL FINANCIAL PARTNERS, INC. 2,477 206,000 0.01%
261 Rothschild & Co Wealth Management UK Ltd 2,437 203,000 0.01%
262 ZIONS BANCORPORATION 2,421 201,000 0.01%
263 Compagnie Lombard Odier SCmA 2,400 200,000 0.01%
264 Ameritas Investment Partners, Inc. 2,245 186,000 0.01%
265 M&R CAPITAL MANAGEMENT INC 2,200 184,000 0.01%
266 MANUFACTURERS LIFE INSURANCE COMPANY, THE 2,073 172,000 0.01%
267 MASCOMA WEALTH MANAGEMENT LLC 2,050 170,000 0.01%
268 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 2,020 167,000 0.01%
269 ENTERPRISE FINANCIAL SERVICES CORP 1,615 134,000 0.01%
270 Stevens First Principles Investment Advisors 1,469 122,000 0.00%
271 Independent Portfolio Consultants, Inc. 1,375 114,000 0.00%
272 FIFTH THIRD BANCORP 1,359 113,000 0.00%
273 NewEdge Advisors, LLC 1,346 111,159 0.00%
274 Cranbrook Wealth Management, LLC 1,196 99,000 0.00%
275 YORKBRIDGE WEALTH PARTNERS, LLC 900 75,000 0.00%
276 MassMutual Private Wealth & Trust, FSB 860 71,492 0.00%
277 KINGS POINT CAPITAL MANAGEMENT 845 70,000 0.00%
278 OPPENHEIMER ASSET MANAGEMENT INC. 627 52,000 0.00%
279 Focused Wealth Management, Inc 577 48,000 0.00%
280 RISK PARADIGM GROUP, LLC 575 47,799 0.00%
281 Transamerica Financial Advisors, LLC 533 45,000 0.00%
282 BROWN BROTHERS HARRIMAN & CO 511 42,000 0.00%
283 ANCHOR INVESTMENT MANAGEMENT, LLC 489 40,651 0.00%
284 JACOBI CAPITAL MANAGEMENT LLC 468 39,000 0.00%
285 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 425 35,000 0.00%
286 ROWLAND CARMICHAEL ADVISORS INC /ADV 396 33,000 0.00%
287 Cordasco Financial Network 300 25,000 0.00%
288 ADVANTAGE INVESTMENT MANAGEMENT, LLC 299 25,000 0.00%
289 WESTSIDE INVESTMENT MANAGEMENT, INC. 256 21,176 0.00%
290 THOMPSON SIEGEL & WALMSLEY LLC 250 21,000 0.00%
291 Ironwood Financial, llc 250 21,000 0.00%
292 Sageworth Trust Co 239 20,000 0.00%
293 ROBLE, BELKO & COMPANY, INC 238 20,000 0.00%
294 RESOURCES INVESTMENT ADVISORS, INC. 225 19,000 0.00%
295 STUART CHAUSSEE & ASSOCIATES, INC. 225 19,000 0.00%
296 BENJAMIN F. EDWARDS & COMPANY, INC. 225 19,000 0.00%
297 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 213 18,000 0.00%
298 Barnett & Company, Inc. 200 17,000 0.00%
299 First Personal Financial Services 200 17,000 0.00%
300 GLEN EAGLE ADVISORS, LLC 200 16,626 0.00%
Page 6 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.