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

Institutional Holders (2016Q3)
Portfolio Summary: 103 Institutional holders with a total value of $2,293,103,572.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Lowe Wealth Advisors, LLC 12 1,000 0.00%
3 CUTLER GROUP LLC / CA 1,200 1,000 0.00% Call
4 Gradient Investments LLC 17 1,000 0.00%
5 Oakworth Capital, Inc. 55 3,000 0.00%
6 WealthTrust-Arizona, LLC 59 3,000 0.00%
7 GENEOS WEALTH MANAGEMENT INC. 82 4,000 0.00%
8 MANUFACTURERS LIFE INSURANCE COMPANY, THE 79 4,000 0.00%
9 WESTPORT RESOURCES MANAGEMENT INC 75 4,000 0.00%
10 FIFTH THIRD BANCORP 101 5,000 0.00%
11 JACOBI CAPITAL MANAGEMENT LLC 90 5,000 0.00%
12 SEI INVESTMENTS CO 110 6,000 0.00%
13 ASSET DEDICATION, LLC 122 6,000 0.00%
14 Perigon Wealth Management, LLC 149 8,000 0.00%
15 Concert Wealth Management Inc. 200 10,000 0.00%
16 Ironwood Financial, llc 225 12,000 0.00%
17 Plante Moran Financial Advisors, LLC 225 12,000 0.00%
18 Mariner, LLC 278 14,000 0.00%
19 BlackRock Investment Management, LLC 284 15,000 0.00%
20 WEALTHCARE CAPITAL MANAGEMENT LLC 283 15,000 0.00%
21 NewSquare Capital LLC 460 24,000 0.00%
22 Tower Research Capital LLC (TRC) 476 25,000 0.00%
23 JPMORGAN CHASE & CO 543 28,000 0.00%
24 NEXT Financial Group, Inc 750 39,000 0.00%
25 WFG Advisors, LP 926 48,000 0.00%
26 WHITTIER TRUST CO OF NEVADA INC 1,000 52,000 0.00%
27 CUTLER GROUP LLC / CA 1,000 52,000 0.00%
28 Gemmer Asset Management LLC 1,054 55,000 0.00%
29 FLOW TRADERS U.S. LLC 1,099 57,000 0.00%
30 CITIGROUP INC 1,518 79,000 0.00%
31 MCF Advisors LLC 1,542 81,000 0.00%
32 PNC FINANCIAL SERVICES GROUP, INC. 1,671 87,000 0.00%
33 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,823 95,000 0.00%
34 BRONFMAN E.L. ROTHSCHILD, L.P. 1,859 97,000 0.00%
35 Advisory Services Network, LLC 2,205 115,000 0.01%
36 ARMBRUSTER CAPITAL MANAGEMENT, INC. 2,280 119,000 0.01%
37 CT Financial Advisors LLC 2,424 126,572 0.01%
38 ASSET PLANNING SERVICES, LTD. 2,889 151,000 0.01%
39 Argentus Capital Management, LLC 3,060 160,000 0.01%
40 BAILARD, INC. 4,000 209,000 0.01%
41 Courage Miller Partners, LLC 4,025 210,000 0.01%
42 WEATHERLY ASSET MANAGEMENT L. P. 4,406 230,000 0.01%
43 Texas Yale Capital Corp. 4,542 237,000 0.01%
44 WBH ADVISORY INC 5,385 281,000 0.01%
45 Forvis Mazars Wealth Advisors, LLC 6,752 353,000 0.02%
46 Janney Montgomery Scott LLC 7,241 378,000 0.02%
47 First Allied Advisory Services, Inc. 7,573 395,000 0.02%
48 Rehmann Capital Advisory Group 8,602 449,000 0.02%
49 Pure Financial Advisors, LLC 10,145 530,000 0.02%
50 STOKES & HUBBELL CAPITAL MANAGEMENT, LLC 11,003 575,000 0.03%
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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.