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

Institutional Holders (2016Q4)
Portfolio Summary: 116 Institutional holders with a total value of $2,827,137,123.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Carroll Financial Associates, Inc. 0 0 0.00%
3 Gradient Investments LLC 17 1,000 0.00%
4 Lowe Wealth Advisors, LLC 12 1,000 0.00%
5 WealthTrust-Arizona, LLC 59 3,000 0.00%
6 Oakworth Capital, Inc. 55 3,000 0.00%
7 ENVESTNET ASSET MANAGEMENT INC 59 3,000 0.00%
8 MANUFACTURERS LIFE INSURANCE COMPANY, THE 79 4,000 0.00%
9 JACOBI CAPITAL MANAGEMENT LLC 90 5,000 0.00%
10 NORTHWEST QUADRANT WEALTH MANAGEMENT, LLC 104 5,481 0.00%
11 ASSET DEDICATION, LLC 122 6,000 0.00%
12 Plante Moran Financial Advisors, LLC 225 11,000 0.00%
13 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 250 13,000 0.00%
14 BlackRock Investment Management, LLC 284 14,000 0.00%
15 SOWELL FINANCIAL SERVICES LLC 398 21,000 0.00%
16 NewSquare Capital LLC 460 23,000 0.00%
17 CREATIVE FINANCIAL DESIGNS INC /ADV 514 26,000 0.00%
18 WEALTHCARE ADVISORY PARTNERS LLC 582 29,000 0.00%
19 NEXT Financial Group, Inc 750 38,000 0.00%
20 WFG Advisors, LP 858 43,000 0.00%
21 Legacy Wealth Management, Inc 965 48,714 0.00%
22 GENEOS WEALTH MANAGEMENT INC. 981 49,000 0.00%
23 WHITTIER TRUST CO OF NEVADA INC 1,000 50,000 0.00%
24 PARALLEL ADVISORS, LLC 1,215 61,000 0.00%
25 MCF Advisors LLC 1,542 78,000 0.00%
26 Gemmer Asset Management LLC 1,584 80,000 0.00%
27 CITIGROUP INC 1,623 82,000 0.00%
28 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,742 88,000 0.00%
29 BRONFMAN E.L. ROTHSCHILD, L.P. 1,859 94,000 0.00%
30 JPMORGAN CHASE & CO 1,888 95,000 0.00%
31 Perigon Wealth Management, LLC 1,902 102,000 0.00%
32 ARMBRUSTER CAPITAL MANAGEMENT, INC. 2,280 115,000 0.00%
33 CT Financial Advisors LLC 2,450 123,711 0.00%
34 PNC FINANCIAL SERVICES GROUP, INC. 2,948 148,000 0.01%
35 BAILARD, INC. 4,000 202,000 0.01%
36 Jaffetilchin Investment Partners, LLC 4,067 205,000 0.01%
37 Texas Yale Capital Corp. 4,542 229,000 0.01%
38 Courage Miller Partners, LLC 4,744 240,000 0.01%
39 WEATHERLY ASSET MANAGEMENT L. P. 4,844 245,000 0.01%
40 GLOBAL RETIREMENT PARTNERS, LLC 5,565 281,000 0.01%
41 WBH ADVISORY INC 5,609 283,000 0.01%
42 CENTRAL TRUST Co 5,815 294,000 0.01%
43 ASSET PLANNING SERVICES, LTD. 6,033 305,000 0.01%
44 INVESTMENT PARTNERS, LTD. 6,622 334,000 0.01%
45 UNITED SERVICES AUTOMOBILE ASSOCIATION 7,378 373,000 0.01%
46 First Allied Advisory Services, Inc. 7,787 393,000 0.01%
47 Bank of New York Mellon Corp 7,867 397,000 0.01%
48 Forvis Mazars Wealth Advisors, LLC 8,038 406,000 0.01%
49 FIRST TRUST ADVISORS LP 8,181 413,000 0.01%
50 Glenview Trust Co 8,260 417,000 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.