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

Institutional Holders (2016Q4)
Portfolio Summary: 247 Institutional holders with a total value of $3,439,422,301.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Shamrock Asset Management LLC 0 0 0.00%
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 AlphaMark Advisors, LLC 20 1,000 0.00%
4 Ironwood Financial, llc 17 1,000 0.00%
5 Apriem Advisors 28 2,000 0.00%
6 INTEGRATED WEALTH COUNSEL, LLC 53 3,000 0.00%
7 Sunbelt Securities, Inc. 57 3,463 0.00%
8 ADVANTAGE INVESTMENT MANAGEMENT, LLC 73 4,000 0.00%
9 IHT WEALTH MANAGEMENT, LLC 73 4,000 0.00%
10 EDGE ADVISORS, LLC 75 4,000 0.00%
11 CUTLER GROUP LLC / CA 4,300 6,000 0.00% Call
12 Cable Hill Partners, LLC 237 15,000 0.00%
13 MUFG Americas Holdings Corp 265 16,000 0.00%
14 Patten Group, Inc. 253 16,000 0.00%
15 Tower Research Capital LLC (TRC) 298 18,000 0.00%
16 CWM, LLC 434 27,000 0.00%
17 SALEM INVESTMENT COUNSELORS INC 481 29,000 0.00%
18 PARALLEL ADVISORS, LLC 501 31,000 0.00%
19 ANCHOR INVESTMENT MANAGEMENT, LLC 533 32,630 0.00%
20 NewSquare Capital LLC 576 35,000 0.00%
21 ROWLAND CARMICHAEL ADVISORS INC /ADV 724 44,000 0.00%
22 Perigon Wealth Management, LLC 875 56,000 0.00%
23 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 926 58,000 0.00%
24 BARCLAYS PLC 1,000 61,000 0.00%
25 Parkside Financial Bank & Trust 1,066 65,000 0.00%
26 WHITTIER TRUST CO 1,108 68,000 0.00%
27 Oakworth Capital, Inc. 1,232 76,000 0.00%
28 TD Capital Management LLC 1,355 83,000 0.00%
29 Sandy Spring Bank 1,466 90,000 0.00%
30 LBA Wealth Management, LLC 1,482 91,000 0.00%
31 INTERACTIVE FINANCIAL ADVISORS, INC. 1,521 93,000 0.00%
32 Winslow, Evans & Crocker, Inc. 1,526 93,362 0.00%
33 Cordasco Financial Network 1,680 103,000 0.00%
34 EDMOND DE ROTHSCHILD HOLDING S.A. 1,685 103,000 0.00%
35 Ancora Advisors LLC 1,783 109,000 0.00%
36 CUTLER GROUP LLC / CA 1,876 114,000 0.00%
37 WFG Advisors, LP 2,064 126,000 0.00%
38 GUGGENHEIM CAPITAL LLC 2,138 131,000 0.00%
39 SARGENT BICKHAM LAGUDIS LLC 2,132 131,000 0.00%
40 WealthTrust-Arizona, LLC 2,461 151,000 0.00%
41 FIFTH THIRD BANCORP 2,462 151,000 0.00%
42 Plante Moran Financial Advisors, LLC 2,900 178,000 0.01%
43 Stanford Investment Group, Inc. 3,000 184,000 0.01%
44 PETTYJOHN, WOOD & WHITE, INC 3,272 200,000 0.01%
45 INVESTMENT PARTNERS, LTD. 3,312 203,000 0.01%
46 VICUS CAPITAL 3,431 210,000 0.01%
47 SouthState Bank Corp 900 221,000 0.01%
48 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,900 239,000 0.01%
49 WHITTIER TRUST CO OF NEVADA INC 4,276 262,000 0.01%
50 TOWER SQUARE INVESTMENT MANAGEMENT, LLC 4,337 266,000 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.