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

Institutional Holders (2016Q3)
Portfolio Summary: 81 Institutional holders with a total value of $932,328,670.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Carroll Financial Associates, Inc. 16 0 0.00%
2 Tower Research Capital LLC (TRC) 8 0 0.00%
3 Concert Wealth Management Inc. 19 1,000 0.00%
4 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11 1,000 0.00%
5 WFG Advisors, LP 200 9,000 0.00%
6 JACOBI CAPITAL MANAGEMENT LLC 200 9,000 0.00%
7 M&R CAPITAL MANAGEMENT INC 300 14,000 0.00%
8 Mariner, LLC 310 15,000 0.00%
9 Lenox Wealth Advisors, LLC 382 18,000 0.00%
10 HUNTINGTON NATIONAL BANK 613 29,000 0.00% PRN
11 INTEGRATED WEALTH MANAGEMENT 689 33,000 0.00%
12 GENEOS WEALTH MANAGEMENT INC. 820 38,000 0.00%
13 CITIGROUP INC 862 41,000 0.00%
14 ANCHOR INVESTMENT MANAGEMENT, LLC 1,000 47,280 0.01%
15 MSI Financial Services Inc 1,052 50,000 0.01%
16 Creative Planning 1,321 62,000 0.01%
17 NEXT Financial Group, Inc 1,375 65,000 0.01%
18 Advisory Services Network, LLC 1,455 69,000 0.01%
19 Klingman & Associates, LLC 1,488 70,000 0.01%
20 TRUST CO 1,617 76,000 0.01%
21 ASSET PLANNING SERVICES, LTD. 2,174 103,000 0.01%
22 WELLS FARGO & COMPANY/MN 2,793 132,000 0.01%
23 Argentus Capital Management, LLC 3,413 161,000 0.02%
24 MONEYWISE, INC. 4,516 214,000 0.02%
25 MEEDER ASSET MANAGEMENT INC 4,635 219,000 0.02%
26 Bluefin Trading, LLC 4,731 224,000 0.02%
27 FDx Advisors, Inc. 4,927 233,000 0.02%
28 Mirae Asset Global Investments Co., Ltd. 5,170 244,000 0.03%
29 SG Americas Securities, LLC 5,260 249,000 0.03%
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,743 272,000 0.03%
31 Janney Montgomery Scott LLC 5,904 279,000 0.03%
32 Stratos Wealth Partners, LTD. 6,601 312,000 0.03%
33 IFP ADVISORS, INC 7,013 332,000 0.04%
34 BB&T SECURITIES, LLC 7,753 366,000 0.04%
35 Sigma Planning Corp 8,664 410,000 0.04%
36 STIFEL FINANCIAL CORP 8,921 422,000 0.05%
37 ADVISOR GROUP, INC. 9,216 436,000 0.05%
38 UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,320 441,000 0.05%
39 Mount Lucas Management LP 9,718 459,000 0.05%
40 SII INVESTMENTS INC/WI 10,294 485,000 0.05%
41 NORTHWEST INVESTMENT COUNSELORS, LLC 11,510 544,000 0.06%
42 SEGALL BRYANT & HAMILL, LLC 11,600 548,000 0.06%
43 FLOW TRADERS U.S. LLC 12,537 593,000 0.06%
44 AMERICAN ECONOMIC PLANNING GROUP INC /ADV 10,380 606,000 0.06%
45 Stonehage Fleming Financial Services Holdings Ltd 15,790 746,000 0.08%
46 RAYMOND JAMES & ASSOCIATES 18,532 876,000 0.09%
47 SUNTRUST BANKS INC 20,291 958,000 0.10%
48 LADENBURG THALMANN FINANCIAL SERVICES INC. 22,591 1,068,000 0.11%
49 Raymond James Financial Services Advisors, Inc. 24,783 1,172,000 0.13%
50 JANE STREET GROUP, LLC 32,910 1,556,000 0.17%
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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.