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

Institutional Holders (2017Q2)
Portfolio Summary: 259 Institutional holders with a total value of $3,985,743,772.
#
Manager Name
Shares
Value ($)
%
Options
Notes
151 WEATHERLY ASSET MANAGEMENT L. P. 37,928 2,626,000 0.07%
152 First Heartland Consultants, Inc. 39,018 2,702,000 0.07%
153 QUATTRO FINANCIAL ADVISORS LLC 41,898 2,901,000 0.07%
154 Asset Management Group, Inc. 42,809 2,964,000 0.07%
155 WEBSTER BANK, N. A. 44,850 3,106,000 0.08%
156 BB&T SECURITIES, LLC 46,354 3,209,000 0.08%
157 AXA S.A. 47,825 3,312,000 0.08%
158 US BANCORP \DE\ 48,809 3,380,000 0.08%
159 NATIONAL PLANNING CORP 50,218 3,459,000 0.09%
160 LINCOLN NATIONAL CORP 50,974 3,530,000 0.09%
161 KISSINGER FINANCIAL SERVICES LLC 52,908 3,663,000 0.09%
162 Fragasso Financial Advisors Inc 53,503 3,704,000 0.09%
163 Capital Analysts, LLC 54,414 3,767,664 0.09%
164 Friedenthal Financial 54,827 3,796,000 0.10%
165 TCV Trust & Wealth Management, Inc. 57,261 3,965,000 0.10%
166 Calamos Wealth Management LLC 57,824 4,004,000 0.10%
167 SPINNAKER TRUST 59,501 4,120,000 0.10%
168 HighTower Advisors, LLC 63,140 4,374,000 0.11%
169 JPMORGAN CHASE & CO 69,878 4,838,000 0.12%
170 BANK OF MONTREAL /CAN/ 71,173 4,928,000 0.12%
171 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 71,215 4,931,000 0.12%
172 CREATIVE FINANCIAL DESIGNS INC /ADV 71,513 4,952,000 0.12%
173 HUNTINGTON NATIONAL BANK 72,082 4,991,000 0.13% PRN
174 BAIRD FINANCIAL GROUP, INC. 77,562 5,370,000 0.13%
175 IFP ADVISORS, INC 78,734 5,452,000 0.14%
176 D.A. DAVIDSON & CO. 80,886 5,600,000 0.14%
177 Capital Advisors, Ltd. LLC 80,900 5,602,000 0.14%
178 BRINKER CAPITAL INC 81,449 5,640,000 0.14%
179 SUMMIT X, LLC 81,966 5,677,000 0.14%
180 Stratos Wealth Partners, LTD. 82,217 5,693,000 0.14%
181 IFC Holdings Incorporated/FL 85,052 5,892,000 0.15%
182 MONEYWISE, INC. 86,406 5,983,000 0.15%
183 SUNTRUST BANKS INC 87,732 6,075,000 0.15%
184 Family Capital Trust Co 89,670 6,209,000 0.16%
185 APPLETON PARTNERS INC/MA 91,938 6,366,000 0.16%
186 GENEOS WEALTH MANAGEMENT INC. 94,166 6,520,000 0.16%
187 Stonehearth Capital Management, LLC 97,080 6,722,000 0.17%
188 Parkwood LLC 97,246 6,733,000 0.17%
189 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 97,581 6,758,000 0.17%
190 Atria Investments, Inc 102,879 7,123,000 0.18%
191 JRM Investment Counsel, LLC 104,491 7,235,000 0.18%
192 Baker Ellis Asset Management LLC 105,830 7,328,000 0.18%
193 CENTRAL BANK & TRUST CO 107,597 7,450,000 0.19%
194 BDO WEALTH ADVISORS, LLC 109,381 7,574,000 0.19%
195 Community Bank, N.A. 116,619 8,074,000 0.20%
196 TRUSTMARK BANK TRUST DEPARTMENT 119,401 8,267,000 0.21%
197 Orion Porfolio Solutions, LLC 120,473 8,342,000 0.21%
198 Sigma Planning Corp 123,764 8,569,000 0.21%
199 MV CAPITAL MANAGEMENT, INC. 128,346 8,887,000 0.22%
200 Cetera Advisor Networks LLC 129,025 8,922,000 0.22%
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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.