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

Institutional Holders (2016Q4)
Portfolio Summary: 135 Institutional holders with a total value of $1,317,435,033.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Creative Planning 131 10,000 0.00%
3 Shamrock Asset Management LLC 294 22,000 0.00%
4 Capital Advisors, Ltd. LLC 336 25,000 0.00%
5 CITIGROUP INC 474 36,000 0.00%
6 NEWFOUND RESEARCH LLC 545 41,000 0.00%
7 ADVANTAGE INVESTMENT MANAGEMENT, LLC 553 42,000 0.00%
8 YORKBRIDGE WEALTH PARTNERS, LLC 600 46,000 0.00%
9 BARCLAYS PLC 1,000 76,000 0.01%
10 PITTENGER & ANDERSON INC 1,034 78,000 0.01%
11 JACKSON, GRANT INVESTMENT ADVISERS, INC. 1,299 99,000 0.01%
12 CREATIVE FINANCIAL DESIGNS INC /ADV 1,856 141,000 0.01%
13 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,017 153,000 0.01%
14 SG Americas Securities, LLC 2,195 167,000 0.01%
15 WealthTrust Fairport, LLC 2,701 205,000 0.02%
16 IFP ADVISORS, INC 2,894 220,000 0.02%
17 CITADEL ADVISORS LLC 2,924 222,000 0.02%
18 Noven Financial Group, Inc. 3,187 242,000 0.02%
19 WEBSTER BANK, N. A. 3,295 250,000 0.02%
20 HEFTY WEALTH PARTNERS 4,178 316,000 0.02%
21 SII INVESTMENTS INC/WI 4,155 317,000 0.02%
22 Tower Research Capital LLC (TRC) 4,314 327,000 0.02%
23 BAIRD FINANCIAL GROUP, INC. 4,339 329,000 0.02%
24 VICUS CAPITAL 4,396 333,000 0.03%
25 GENEOS WEALTH MANAGEMENT INC. 5,016 380,000 0.03%
26 BOK Financial Private Wealth, Inc. 5,085 386,000 0.03%
27 Argent Trust Co 5,254 399,000 0.03%
28 ProVise Management Group, LLC 5,850 444,000 0.03%
29 FDx Advisors, Inc. 6,560 498,000 0.04%
30 BANK HAPOALIM BM 6,633 503,000 0.04%
31 GUGGENHEIM CAPITAL LLC 6,819 517,000 0.04%
32 Peak Asset Management, LLC 7,013 532,000 0.04%
33 BROWN ADVISORY INC 8,360 634,000 0.05%
34 LEVEL FOUR ADVISORY SERVICES, LLC 8,732 662,000 0.05%
35 FAS Wealth Partners, Inc. 8,946 679,000 0.05%
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,235 701,000 0.05%
37 Alpine Global Management, LLC 9,593 728,000 0.06%
38 D.A. DAVIDSON & CO. 9,901 751,000 0.06%
39 MANUFACTURERS LIFE INSURANCE COMPANY, THE 9,895 751,000 0.06%
40 J.P. Morgan Private Wealth Advisors LLC 10,205 774,000 0.06%
41 B. Riley Wealth Advisors, Inc. 10,605 806,000 0.06%
42 SOWELL FINANCIAL SERVICES LLC 10,276 825,000 0.06%
43 LINCOLN NATIONAL CORP 10,949 831,000 0.06%
44 Legacy Private Trust Co. 12,000 910,000 0.07%
45 FLOW TRADERS U.S. LLC 12,054 914,000 0.07%
46 LifePlan Financial Group, Inc 12,181 924,000 0.07%
47 Tuttle Capital Management, LLC 13,497 1,023,000 0.08%
48 THAI LIFE INSURANCE PCL. 13,900 1,054,000 0.08%
49 UNITED CAPITAL FINANCIAL ADVISORS, LLC 14,374 1,090,000 0.08%
50 Cetera Advisors LLC 14,482 1,097,000 0.08%
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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.