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

Institutional Holders (2016Q4)
Portfolio Summary: 115 Institutional holders with a total value of $1,472,695,918.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Montecito Bank & Trust 37,820 2,614,000 0.18%
52 Merriman Wealth Management, LLC 34,213 2,364,000 0.16%
53 IFP ADVISORS, INC 28,307 1,956,000 0.13%
54 Capital Advisors, Ltd. LLC 24,880 1,719,000 0.12%
55 SYMMETRY PARTNERS, LLC 24,438 1,689,000 0.11%
56 Sunbelt Securities, Inc. 24,344 1,682,098 0.11%
57 GUGGENHEIM CAPITAL LLC 21,989 1,519,000 0.10%
58 LADENBURG THALMANN FINANCIAL SERVICES INC. 20,722 1,432,000 0.10%
59 Clark Capital Management Group, Inc. 20,092 1,388,000 0.09%
60 V WEALTH MANAGEMENT,LLC 19,719 1,360,000 0.09%
61 MSI Financial Services Inc 19,285 1,333,000 0.09%
62 FLOW TRADERS U.S. LLC 19,230 1,329,000 0.09%
63 STEELBRIDGE PRIVATE WEALTH ADVISORS LLC 17,990 1,258,000 0.09%
64 CAPITAL ASSET ADVISORY SERVICES LLC 16,739 1,157,000 0.08%
65 ACG Wealth 14,780 1,021,000 0.07%
66 JANUS HENDERSON GROUP PLC 14,560 1,006,000 0.07%
67 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 14,274 986,000 0.07%
68 JPMORGAN CHASE & CO 13,371 924,000 0.06%
69 CFO4Life, L.P. 12,953 895,000 0.06%
70 Janney Montgomery Scott LLC 12,930 893,000 0.06%
71 HighTower Advisors, LLC 11,642 805,000 0.05%
72 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 10,890 752,000 0.05%
73 B. Riley Wealth Advisors, Inc. 10,798 747,000 0.05%
74 GLENMEDE TRUST CO NA 10,110 698,000 0.05%
75 BROWN ADVISORY INC 10,055 695,000 0.05%
76 Argent Trust Co 9,712 671,000 0.05%
77 First Allied Advisory Services, Inc. 9,652 667,000 0.05%
78 MILLENNIUM MANAGEMENT LLC 9,207 636,000 0.04%
79 SII INVESTMENTS INC/WI 8,278 572,000 0.04%
80 Private Advisor Group, LLC 8,025 557,000 0.04%
81 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,549 522,000 0.04%
82 BANK OF MONTREAL /CAN/ 7,375 502,000 0.03%
83 HEFTY WEALTH PARTNERS 7,150 494,000 0.03%
84 GIRARD SECURITIES, INC. 6,937 479,000 0.03%
85 Raymond James Financial Services Advisors, Inc. 6,723 465,000 0.03%
86 RAYMOND JAMES & ASSOCIATES 6,632 458,000 0.03%
87 MANUFACTURERS LIFE INSURANCE COMPANY, THE 6,112 422,000 0.03%
88 Sigma Investment Management Co 6,002 415,000 0.03%
89 Moors & Cabot, Inc. 5,697 394,000 0.03%
90 GOLDMAN SACHS GROUP INC 5,552 384,000 0.03%
91 NORTHERN TRUST CORP 4,988 345,000 0.02%
92 Boston Trust Walden Corp 4,727 327,000 0.02%
93 WEDBUSH SECURITIES INC 4,361 301,000 0.02%
94 FINANCIAL ENHANCEMENT GROUP LLC 4,192 290,000 0.02%
95 JOHNSON INVESTMENT COUNSEL INC 4,000 276,000 0.02%
96 VICUS CAPITAL 3,810 263,000 0.02%
97 FLAGSHIP HARBOR ADVISORS, LLC 3,588 250,000 0.02%
98 Cambridge Investment Research Advisors, Inc. 3,586 248,000 0.02%
99 FMR LLC 3,451 238,000 0.02%
100 NATIONAL PLANNING CORP 3,146 220,000 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.