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

Institutional Holders (2016Q1)
Portfolio Summary: 270 Institutional holders with a total value of $6,594,734,634.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Wharton Business Group, LLC 540,400 23,740,000 0.36%
52 TD Capital Management LLC 536,535 23,570,000 0.36%
53 STUART CHAUSSEE & ASSOCIATES, INC. 535,482 23,459,000 0.36%
54 TRUSTMARK BANK TRUST DEPARTMENT 530,804 23,318,000 0.35%
55 Choate Investment Advisors 521,882 22,926,276 0.35%
56 HIGH FALLS ADVISORS, INC 492,245 21,624,000 0.33%
57 ASSETMARK, INC 473,714 20,810,000 0.32%
58 MSI Financial Services Inc 472,589 20,761,000 0.31%
59 FMR LLC 464,856 20,422,000 0.31%
60 Lowe Wealth Advisors, LLC 460,787 20,242,000 0.31%
61 WEBSTER BANK, N. A. 444,175 19,512,000 0.30%
62 Legacy Private Trust Co. 442,807 19,453,000 0.29%
63 GLENMEDE TRUST CO NA 436,650 19,181,000 0.29%
64 TOMPKINS FINANCIAL CORP 417,313 18,332,000 0.28%
65 Stonehearth Capital Management, LLC 410,581 18,037,000 0.27%
66 Evensky & Katz LLC 404,640 17,775,000 0.27%
67 ARCUS CAPITAL PARTNERS, LLC 397,382 17,457,000 0.26%
68 BB&T SECURITIES, LLC 381,664 16,766,000 0.25%
69 First Financial Bank - Trust Division 361,215 15,868,000 0.24%
70 Private Advisor Group, LLC 335,805 15,556,000 0.24%
71 STEWARDSHIP FINANCIAL ADVISORS, LLC 353,364 15,523,000 0.24%
72 Forvis Mazars Wealth Advisors, LLC 336,542 14,784,000 0.22%
73 Estate Counselors, LLC 331,450 14,561,000 0.22%
74 BlackRock Investment Management, LLC 325,750 14,310,000 0.22%
75 Steinberg Global Asset Management 313,863 13,788,000 0.21%
76 SIGNATUREFD, LLC 304,731 13,387,000 0.20%
77 BlackRock Institutional Trust Company, N.A. 300,382 13,196,000 0.20%
78 Roof Eidam Maycock Peralta, LLC 278,500 12,235,000 0.19%
79 EFG Private Wealth Management (Americas) Corp. 271,685 11,935,000 0.18%
80 Capital Advisors, Ltd. LLC 270,736 11,893,000 0.18%
81 REGAL WEALTH GROUP, INC. 261,394 11,483,000 0.17%
82 BLAIR WILLIAM & CO/IL 260,504 11,443,000 0.17%
83 Community Bank, N.A. 252,720 11,102,000 0.17%
84 HIGH POINT BANK & TRUST CO 245,259 10,774,000 0.16%
85 TMD & ASSOCIATES, INC 239,605 10,526,000 0.16%
86 Manifold Partners, LLC 234,305 10,293,000 0.16%
87 SWISS LIFE ASSET MANAGEMENT LTD 228,300 10,029,219 0.15%
88 Atria Investments, Inc 227,758 10,005,000 0.15%
89 NORTH AMERICAN MANAGEMENT CORP 207,421 9,112,000 0.14%
90 Regal Investment Advisors LLC 198,426 8,717,000 0.13%
91 Stratos Wealth Partners, LTD. 195,460 8,587,000 0.13%
92 TRUE PRIVATE WEALTH ADVISORS 193,749 8,511,000 0.13%
93 BRINKER CAPITAL INC 188,139 8,264,000 0.13%
94 STRINGER ASSET MANAGEMENT, LLC 188,030 8,260,000 0.13%
95 SUSQUEHANNA INTERNATIONAL GROUP, LLP 186,246 8,182,000 0.12%
96 M&T BANK CORP 185,322 8,141,000 0.12%
97 Janney Montgomery Scott LLC 179,900 7,903,000 0.12%
98 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 178,635 7,847,000 0.12%
99 Sigma Planning Corp 176,506 7,754,000 0.12%
100 HIGHLAND CAPITAL MANAGEMENT, LLC 174,239 7,654,000 0.12%
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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.