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

Institutional Holders (2016Q1)
Portfolio Summary: 220 Institutional holders with a total value of $2,410,174,092.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 WFG Advisors, LP 19 1,000 0.00%
3 BlackRock Finance, Inc. 44 2,000 0.00%
4 Lowe Wealth Advisors, LLC 55 3,000 0.00%
5 Winslow, Evans & Crocker, Inc. 71 3,580 0.00%
6 ATWOOD & PALMER INC 100 5,000 0.00%
7 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 114 6,000 0.00%
8 HOWE & RUSLING INC 169 9,000 0.00%
9 D'Orazio & Associates, Inc. 250 12,000 0.00%
10 DUBUQUE BANK & TRUST CO 350 18,000 0.00%
11 GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC 482 24,000 0.00%
12 FineMark National Bank & Trust 498 25,000 0.00%
13 Allworth Financial LP 496 25,000 0.00%
14 CAPTRUST FINANCIAL ADVISORS 653 33,000 0.00%
15 Creative Planning 668 34,000 0.00%
16 Hudock, Inc. 752 37,000 0.00%
17 Carroll Financial Associates, Inc. 1,045 52,000 0.00%
18 Argentus Capital Management, LLC 1,131 57,000 0.00%
19 Stanford Investment Group, Inc. 1,170 59,000 0.00%
20 ASSET PLANNING SERVICES, LTD. 1,189 60,000 0.00%
21 NEWFOUND RESEARCH LLC 1,344 68,000 0.00%
22 Smithfield Trust Co 1,480 75,000 0.00%
23 Shamrock Asset Management LLC 1,639 83,000 0.00%
24 Lombard Odier & Cie (Canada), Limited Partnership 1,700 86,000 0.00%
25 CT Financial Advisors LLC 1,781 89,799 0.00%
26 Advisory Services Network, LLC 1,822 92,000 0.00%
27 SUTTON WEALTH ADVISORS INC. 1,944 98,016 0.00%
28 BESSEMER GROUP INC 2,000 101,000 0.00%
29 Patten Group, Inc. 2,580 130,083 0.01%
30 US FINANCIAL ADVISORS, LLC 2,597 131,000 0.01%
31 Ruggie Capital Group 2,642 134,000 0.01%
32 Walleye Trading LLC 3,110 157,000 0.01%
33 Ironwood Financial, llc 3,508 177,000 0.01%
34 PIEDMONT INVESTMENT ADVISORS INC 3,553 179,142 0.01%
35 Evercore Wealth Management, LLC 3,835 193,000 0.01%
36 NORRIS PERNE & FRENCH LLP/MI 4,000 202,000 0.01%
37 Baker Avenue Asset Management, LP 4,004 202,000 0.01%
38 Lombard Odier Transatlantic Ltd 4,100 207,000 0.01%
39 THOMPSON DAVIS & CO., INC. 4,144 209,000 0.01%
40 Klingman & Associates, LLC 4,200 212,000 0.01%
41 First Heartland Consultants, Inc. 4,283 216,000 0.01%
42 GREAT AMERICAN GROUP, INC. 4,332 218,000 0.01%
43 BANK HAPOALIM BM 4,720 238,000 0.01%
44 INTEGRATED WEALTH MANAGEMENT 4,761 240,000 0.01%
45 SII INVESTMENTS INC/WI 4,787 241,000 0.01%
46 Rehmann Capital Advisory Group 4,879 246,000 0.01%
47 SEGALL BRYANT & HAMILL, LLC 5,000 252,000 0.01%
48 NEXT Financial Group, Inc 5,072 255,000 0.01%
49 MANDATUM LIFE INSURANCE CO LTD 5,060 255,000 0.01%
50 GENEOS WEALTH MANAGEMENT INC. 5,313 267,000 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.