Dark
Light
System
Security
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
101 NATIONAL PLANNING CORP 50,218 3,459,000 0.09%
102 US BANCORP \DE\ 48,809 3,380,000 0.08%
103 AXA S.A. 47,825 3,312,000 0.08%
104 BB&T SECURITIES, LLC 46,354 3,209,000 0.08%
105 WEBSTER BANK, N. A. 44,850 3,106,000 0.08%
106 Asset Management Group, Inc. 42,809 2,964,000 0.07%
107 QUATTRO FINANCIAL ADVISORS LLC 41,898 2,901,000 0.07%
108 First Heartland Consultants, Inc. 39,018 2,702,000 0.07%
109 WEATHERLY ASSET MANAGEMENT L. P. 37,928 2,626,000 0.07%
110 Financial Architects, Inc 37,861 2,622,000 0.07%
111 COMERICA SECURITIES INC 37,538 2,599,000 0.07%
112 ASPIRIANT, LLC 37,289 2,582,000 0.06%
113 IBEX WEALTH ADVISORS 36,935 2,528,000 0.06%
114 BROWN ADVISORY INC 34,931 2,419,000 0.06%
115 BLAIR WILLIAM & CO/IL 33,465 2,317,000 0.06%
116 VICUS CAPITAL 32,707 2,265,000 0.06%
117 First Allied Advisory Services, Inc. 32,047 2,214,000 0.06%
118 MANUFACTURERS LIFE INSURANCE COMPANY, THE 30,808 2,133,000 0.05%
119 Steinberg Global Asset Management 30,742 2,129,000 0.05%
120 CITIGROUP INC 30,418 2,106,000 0.05%
121 STATE STREET CORP 29,672 2,054,000 0.05%
122 Cypress Capital Group 29,489 2,042,000 0.05%
123 Forvis Mazars Wealth Advisors, LLC 28,562 1,978,000 0.05%
124 KING LUTHER CAPITAL MANAGEMENT CORP 28,119 1,947,000 0.05%
125 BRIDGEWORTH, LLC 27,596 1,898,000 0.05%
126 SAWGRASS ASSET MANAGEMENT LLC 26,586 1,841,000 0.05%
127 SYMMETRY PARTNERS, LLC 25,343 1,755,000 0.04%
128 CIBC WORLD MARKET INC. 23,705 1,641,000 0.04%
129 Partnervest Advisory Services LLC 23,451 1,624,000 0.04%
130 PARAGON WEALTH STRATEGIES, LLC 23,349 1,617,000 0.04%
131 Transamerica Financial Advisors, LLC 23,152 1,604,000 0.04%
132 WAYNE HUMMER INVESTMENTS L.L.C. 22,652 1,568,000 0.04%
133 Brouwer & Janachowski, LLC 21,763 1,507,000 0.04%
134 JANUS HENDERSON GROUP PLC 20,509 1,420,000 0.04%
135 iAB Financial Bank 19,832 1,373,000 0.03%
136 SMITH, MOORE & CO. 19,170 1,327,000 0.03%
137 Essex Financial Services, Inc. 19,146 1,326,000 0.03%
138 CORNERSTONE WEALTH MANAGEMENT, LLC 18,672 1,278,000 0.03%
139 COURIER CAPITAL LLC 18,220 1,262,000 0.03%
140 Janney Montgomery Scott LLC 17,845 1,236,000 0.03%
141 POINTE CAPITAL MANAGEMENT LLC 16,574 1,148,000 0.03%
142 Klingman & Associates, LLC 16,580 1,148,000 0.03%
143 FIRST NATIONAL TRUST CO 16,541 1,145,000 0.03%
144 Ironsides Asset Advisors, LLC 16,305 1,129,000 0.03%
145 AJ WEALTH STRATEGIES, LLC 15,802 1,094,000 0.03%
146 AMERICAN ECONOMIC PLANNING GROUP INC /ADV 15,775 1,092,000 0.03%
147 GLOBAL RETIREMENT PARTNERS, LLC 15,600 1,080,000 0.03%
148 Calamos Advisors LLC 15,311 1,060,000 0.03%
149 PEDDOCK CAPITAL ADVISORS, LLC 14,864 1,029,000 0.03% SH
150 New England Private Wealth Advisors LLC 14,848 1,028,000 0.03%
Page 3 of 6

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.