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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 Atria Investments, Inc 8,281 831,000 0.13%
52 COVENANT ASSET MANAGEMENT, LLC 8,126 816,000 0.13%
53 Arbor Investment Advisors, LLC 7,872 790,000 0.12%
54 Chesley Taft & Associates LLC 7,780 781,000 0.12%
55 COURIER CAPITAL LLC 7,687 772,000 0.12%
56 PNC FINANCIAL SERVICES GROUP, INC. 7,617 764,000 0.12%
57 Cambridge Investment Research Advisors, Inc. 7,496 752,000 0.12%
58 Madden Advisory Services, Inc. 7,326 735,000 0.12%
59 DARWIN WEALTH MANAGEMENT, LLC 6,939 697,000 0.11%
60 HighTower Advisors, LLC 6,676 672,000 0.11%
61 PRIVATE ADVISORY GROUP LLC 6,420 644,000 0.10% SH
62 Charles Schwab Investment Advisory, Inc. 6,227 625,000 0.10%
63 M&T BANK CORP 5,770 579,000 0.09%
64 ROCKEFELLER FINANCIAL SERVICES INC 5,710 573,000 0.09%
65 TRUSTMARK BANK TRUST DEPARTMENT 5,679 570,000 0.09%
66 BB&T INVESTMENT SERVICES, INC. 5,164 521,000 0.08%
67 Psagot Value Holdings Ltd. 5,179 520,000 0.08%
68 Beaumont Financial Partners, LLC 4,718 474,000 0.07%
69 BARCLAYS PLC 4,675 469,000 0.07%
70 Sensible Financial Planning & Management, LLC. 4,449 447,000 0.07%
71 Commonwealth Equity Services, Inc 3,903 392,000 0.06%
72 LaFleur & Godfrey LLC 3,835 385,000 0.06%
73 CIBC WORLD MARKET INC. 3,830 384,000 0.06%
74 VICUS CAPITAL 3,411 342,000 0.05%
75 WASHINGTON TRUST Co 3,274 329,000 0.05%
76 Brookstone Capital Management 3,264 328,000 0.05%
77 BANK HAPOALIM BM 3,050 306,000 0.05% PRN
78 STIFEL FINANCIAL CORP 3,016 302,000 0.05%
79 Ironwood Financial, llc 2,956 297,000 0.05%
80 IFP ADVISORS, INC 2,918 293,000 0.05%
81 BLB&B Advisors, LLC 2,820 283,000 0.04%
82 Dana Investment Advisors, Inc. 2,730 274,000 0.04%
83 3D ASSET MANAGEMENT, INC 2,621 263,000 0.04%
84 BANK OF MONTREAL /CAN/ 2,400 241,000 0.04%
85 UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,146 215,000 0.03%
86 V WEALTH MANAGEMENT,LLC 1,343 139,000 0.02%
87 Creative Planning 1,140 114,000 0.02%
88 SEI INVESTMENTS CO 942 95,000 0.01%
89 Winfield Associates, Inc. 779 78,000 0.01%
90 Oakworth Capital, Inc. 572 57,000 0.01%
91 GENEOS WEALTH MANAGEMENT INC. 496 49,000 0.01%
92 US BANCORP \DE\ 384 39,000 0.01%
93 COCONUT GROVE BANK 250 25,000 0.00%
94 RESOURCES INVESTMENT ADVISORS, INC. 250 25,000 0.00%
95 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 212 21,281 0.00%
96 NEXT Financial Group, Inc 202 20,000 0.00%
97 MOTCO 187 19,000 0.00%
98 JPMORGAN CHASE & CO 179 18,000 0.00%
99 BRONFMAN E.L. ROTHSCHILD, L.P. 159 16,000 0.00%
100 Vigilant Capital Management, LLC 125 13,000 0.00%
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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.