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

Institutional Holders (2017Q2)
Portfolio Summary: 113 Institutional holders with a total value of $638,056,586.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 M&T BANK CORP 5,770 579,000 0.09%
52 Charles Schwab Investment Advisory, Inc. 6,227 625,000 0.10%
53 PRIVATE ADVISORY GROUP LLC 6,420 644,000 0.10% SH
54 HighTower Advisors, LLC 6,676 672,000 0.11%
55 DARWIN WEALTH MANAGEMENT, LLC 6,939 697,000 0.11%
56 Madden Advisory Services, Inc. 7,326 735,000 0.12%
57 Cambridge Investment Research Advisors, Inc. 7,496 752,000 0.12%
58 PNC FINANCIAL SERVICES GROUP, INC. 7,617 764,000 0.12%
59 COURIER CAPITAL LLC 7,687 772,000 0.12%
60 Chesley Taft & Associates LLC 7,780 781,000 0.12%
61 Arbor Investment Advisors, LLC 7,872 790,000 0.12%
62 COVENANT ASSET MANAGEMENT, LLC 8,126 816,000 0.13%
63 Atria Investments, Inc 8,281 831,000 0.13%
64 Freedom Investment Management, Inc. 9,079 911,000 0.14%
65 FormulaFolio Investments, LLC 10,128 1,017,000 0.16%
66 Ballentine Partners, LLC 10,284 1,031,000 0.16%
67 PHILLIPS FINANCIAL MANAGEMENT, LLC 10,299 1,032,000 0.16%
68 ALESCO ADVISORS LLC 10,378 1,042,000 0.16%
69 KWMG, LLC 12,072 1,212,000 0.19%
70 GOULD ASSET MANAGEMENT LLC /CA/ 12,096 1,214,000 0.19%
71 WOLVERINE TRADING LP /BD 14,553 1,462,000 0.23%
72 REGENTATLANTIC CAPITAL LLC 15,164 1,522,000 0.24%
73 Sigma Planning Corp 18,712 1,878,000 0.29%
74 ADVISOR GROUP, INC. 21,177 2,126,000 0.33%
75 BRIDGEWORTH, LLC 22,013 2,206,000 0.35%
76 COMERICA SECURITIES INC 23,763 2,385,000 0.37%
77 CITADEL ADVISORS LLC 25,184 2,528,000 0.40%
78 LPL Financial LLC 25,500 2,560,000 0.40%
79 COMERICA BANK 26,015 2,610,000 0.41%
80 SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,109 2,621,000 0.41%
81 WestEnd Advisors, LLC 26,160 2,625,940 0.41%
82 Raymond James Financial Services Advisors, Inc. 27,089 2,719,000 0.43%
83 GOLDMAN SACHS GROUP INC 27,203 2,731,000 0.43%
84 Private Advisor Group, LLC 29,643 2,965,000 0.46%
85 NEW CAPITAL MANAGEMENT LP 31,746 3,221,000 0.50%
86 RAYMOND JAMES & ASSOCIATES 32,738 3,286,000 0.52%
87 HOME FEDERAL BANK OF TENNESSEE 34,253 3,438,000 0.54%
88 AMERIPRISE FINANCIAL INC 34,598 3,473,000 0.54%
89 MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. 34,624 3,476,000 0.54%
90 CORNERSTONE FINANCIAL PARTNERS, LLC 37,582 3,766,000 0.59%
91 BB&T SECURITIES, LLC 37,974 3,811,000 0.60%
92 STERLING INVESTMENT ADVISORS LLC /ADV 38,018 3,816,000 0.60%
93 FLOW TRADERS U.S. LLC 42,936 4,310,000 0.68%
94 MASCOMA WEALTH MANAGEMENT LLC 43,543 4,371,000 0.69%
95 ROYAL BANK OF CANADA 49,334 4,952,000 0.78%
96 STONE HOUSE INVESTMENT MANAGEMENT, LLC 55,648 5,586,000 0.88%
97 ENVESTNET ASSET MANAGEMENT INC 57,383 5,760,000 0.90%
98 Family Firm, Inc. 73,455 7,373,000 1.16%
99 CPWM, LLC 75,812 7,610,000 1.19%
100 MORGAN STANLEY 126,794 12,727,000 1.99%
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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.