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

Institutional Holders (2016Q4)
Portfolio Summary: 97 Institutional holders with a total value of $1,364,121,340.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Carroll Financial Associates, Inc. 16 0 0.00%
2 IHT WEALTH MANAGEMENT, LLC 11 1,000 0.00%
3 GLOBAL RETIREMENT PARTNERS, LLC 71 3,000 0.00%
4 People's United Financial, Inc. 80 4,000 0.00%
5 CREATIVE FINANCIAL DESIGNS INC /ADV 179 8,000 0.00%
6 WFG Advisors, LP 200 9,000 0.00%
7 JACOBI CAPITAL MANAGEMENT LLC 200 10,000 0.00%
8 CKW FINANCIAL GROUP 227 11,000 0.00%
9 M&R CAPITAL MANAGEMENT INC 300 14,000 0.00%
10 Perigon Wealth Management, LLC 324 16,000 0.00%
11 DAVIDSON INVESTMENT ADVISORS 362 17,000 0.00%
12 BANK OF MONTREAL /CAN/ 400 19,000 0.00%
13 GENEOS WEALTH MANAGEMENT INC. 800 37,000 0.00%
14 CITIGROUP INC 862 41,000 0.00%
15 ROWLAND CARMICHAEL ADVISORS INC /ADV 900 43,000 0.00%
16 Camarda Financial Advisors, LLC 1,000 47,000 0.00%
17 ANCHOR INVESTMENT MANAGEMENT, LLC 1,000 47,340 0.00%
18 TRUST CO 1,272 60,000 0.00%
19 D.A. DAVIDSON & CO. 1,400 66,000 0.00%
20 ASSET DEDICATION, LLC 1,448 69,000 0.01%
21 DUNCKER STREETT & CO INC 1,780 84,000 0.01%
22 Creative Planning 1,796 85,000 0.01%
23 WELLS FARGO & COMPANY/MN 2,102 100,000 0.01%
24 ASSET PLANNING SERVICES, LTD. 2,214 105,000 0.01%
25 Capital Analysts, LLC 2,390 113,000 0.01%
26 LEJEUNE PUETZ INVESTMENT COUNSEL LLC 2,400 114,000 0.01%
27 UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,277 202,000 0.01%
28 MEEDER ASSET MANAGEMENT INC 4,297 203,000 0.01%
29 AVEO CAPITAL PARTNERS, LLC 4,536 215,000 0.02%
30 Alpine Global Management, LLC 5,764 273,000 0.02%
31 NATIONAL PLANNING CORP 6,139 292,000 0.02%
32 CAPITAL ASSET ADVISORY SERVICES LLC 6,250 296,000 0.02%
33 MONEYWISE, INC. 6,278 297,000 0.02%
34 Janney Montgomery Scott LLC 6,790 321,000 0.02%
35 HighTower Advisors, LLC 7,131 337,000 0.02%
36 SignalPoint Asset Management, LLC 7,151 338,000 0.02%
37 Private Advisor Group, LLC 7,195 342,000 0.03%
38 HANCOCK WHITNEY CORP 7,284 345,000 0.03%
39 FDx Advisors, Inc. 7,666 363,000 0.03%
40 BB&T SECURITIES, LLC 7,753 366,000 0.03%
41 SUMMIT SECURITIES GROUP LLC 8,000 379,000 0.03%
42 STIFEL FINANCIAL CORP 9,410 445,000 0.03%
43 Mount Lucas Management LP 10,159 481,000 0.04%
44 SII INVESTMENTS INC/WI 10,856 513,000 0.04%
45 NORTHWEST INVESTMENT COUNSELORS, LLC 11,535 546,000 0.04%
46 AMERICAN ECONOMIC PLANNING GROUP INC /ADV 13,771 651,000 0.05%
47 VENTURI WEALTH MANAGEMENT, LLC 14,260 675,000 0.05%
48 Caprock Group, LLC 14,836 702,000 0.05%
49 NEXT Financial Group, Inc 14,967 709,000 0.05%
50 IFP ADVISORS, INC 15,181 719,000 0.05%
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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.