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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
51 STEWARDSHIP FINANCIAL ADVISORS, LLC 171,826 11,897,000 0.30%
52 PACIFIC CENTER FOR FINANCIAL SERVICES 170,463 11,803,000 0.30%
53 ALLIANCEBERNSTEIN L.P. 167,308 11,584,000 0.29%
54 GLENMEDE TRUST CO NA 172,675 11,395,000 0.29%
55 STIFEL FINANCIAL CORP 159,219 11,012,000 0.28%
56 JANE STREET GROUP, LLC 148,732 10,298,000 0.26%
57 ProVise Management Group, LLC 143,224 9,917,000 0.25%
58 FMR LLC 137,298 9,506,000 0.24%
59 INVESTMENT CENTERS OF AMERICA INC 132,287 9,155,000 0.23%
60 Cetera Advisor Networks LLC 129,025 8,922,000 0.22%
61 MV CAPITAL MANAGEMENT, INC. 128,346 8,887,000 0.22%
62 Sigma Planning Corp 123,764 8,569,000 0.21%
63 Orion Porfolio Solutions, LLC 120,473 8,342,000 0.21%
64 TRUSTMARK BANK TRUST DEPARTMENT 119,401 8,267,000 0.21%
65 Community Bank, N.A. 116,619 8,074,000 0.20%
66 BDO WEALTH ADVISORS, LLC 109,381 7,574,000 0.19%
67 CENTRAL BANK & TRUST CO 107,597 7,450,000 0.19%
68 Baker Ellis Asset Management LLC 105,830 7,328,000 0.18%
69 JRM Investment Counsel, LLC 104,491 7,235,000 0.18%
70 Atria Investments, Inc 102,879 7,123,000 0.18%
71 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 97,581 6,758,000 0.17%
72 Parkwood LLC 97,246 6,733,000 0.17%
73 Stonehearth Capital Management, LLC 97,080 6,722,000 0.17%
74 GENEOS WEALTH MANAGEMENT INC. 94,166 6,520,000 0.16%
75 APPLETON PARTNERS INC/MA 91,938 6,366,000 0.16%
76 Family Capital Trust Co 89,670 6,209,000 0.16%
77 SUNTRUST BANKS INC 87,732 6,075,000 0.15%
78 MONEYWISE, INC. 86,406 5,983,000 0.15%
79 IFC Holdings Incorporated/FL 85,052 5,892,000 0.15%
80 Stratos Wealth Partners, LTD. 82,217 5,693,000 0.14%
81 SUMMIT X, LLC 81,966 5,677,000 0.14%
82 BRINKER CAPITAL INC 81,449 5,640,000 0.14%
83 Capital Advisors, Ltd. LLC 80,900 5,602,000 0.14%
84 D.A. DAVIDSON & CO. 80,886 5,600,000 0.14%
85 IFP ADVISORS, INC 78,734 5,452,000 0.14%
86 BAIRD FINANCIAL GROUP, INC. 77,562 5,370,000 0.13%
87 HUNTINGTON NATIONAL BANK 72,082 4,991,000 0.13% PRN
88 CREATIVE FINANCIAL DESIGNS INC /ADV 71,513 4,952,000 0.12%
89 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 71,215 4,931,000 0.12%
90 BANK OF MONTREAL /CAN/ 71,173 4,928,000 0.12%
91 JPMORGAN CHASE & CO 69,878 4,838,000 0.12%
92 HighTower Advisors, LLC 63,140 4,374,000 0.11%
93 SPINNAKER TRUST 59,501 4,120,000 0.10%
94 Calamos Wealth Management LLC 57,824 4,004,000 0.10%
95 TCV Trust & Wealth Management, Inc. 57,261 3,965,000 0.10%
96 Friedenthal Financial 54,827 3,796,000 0.10%
97 Capital Analysts, LLC 54,414 3,767,664 0.09%
98 Fragasso Financial Advisors Inc 53,503 3,704,000 0.09%
99 KISSINGER FINANCIAL SERVICES LLC 52,908 3,663,000 0.09%
100 LINCOLN NATIONAL CORP 50,974 3,530,000 0.09%
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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.