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ISHARES TR
ISHARES TR. Institutional holdings reported to the SEC.
Institutional Holders (2016Q4)
Portfolio Summary: 54 Institutional holders with a total value of $123,178,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 BUTENSKY & COHEN FINANCIAL SECURITY, INC 695 17,000 0.01%
52 Perigon Wealth Management, LLC 341 9,000 0.01%
53 Archford Capital Strategies, LLC 200 4,000 0.00%
54 BlackRock Investment Management, LLC 120 3,000 0.00%
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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.