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

Institutional Holders (2016Q1)
Portfolio Summary: 57 Institutional holders with a total value of $290,307,609.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 BlackRock Finance, Inc. 3 0 0.00%
3 ANCHOR INVESTMENT MANAGEMENT, LLC 102 2,689 0.00%
4 Tortoise Investment Management, LLC 205 5,000 0.00%
5 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 292 8,000 0.00%
6 SONORA INVESTMENT MANAGEMENT, LLC 410 11,029 0.00%
7 US BANCORP \DE\ 494 13,000 0.00%
8 TD Capital Management LLC 506 13,000 0.00%
9 NEXT Financial Group, Inc 800 21,000 0.01%
10 Carroll Financial Associates, Inc. 1,040 27,000 0.01%
11 WELLS FARGO & COMPANY/MN 1,197 32,000 0.01%
12 GUPTA WEALTH MANAGEMENT LLC 1,400 37,000 0.01%
13 ASSET DEDICATION, LLC 1,551 41,000 0.01%
14 MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,710 45,000 0.02%
15 Advisory Services Network, LLC 4,455 118,000 0.04%
16 IFP ADVISORS, INC 4,886 129,000 0.04%
17 Orion Porfolio Solutions, LLC 6,272 166,000 0.06%
18 J.P. Morgan Private Wealth Advisors LLC 7,650 202,000 0.07%
19 Cetera Advisor Networks LLC 9,945 264,000 0.09%
20 Cambridge Investment Research Advisors, Inc. 10,094 266,000 0.09%
21 First Heartland Consultants, Inc. 10,726 283,000 0.10%
22 Rehmann Capital Advisory Group 12,295 325,000 0.11%
23 FDx Advisors, Inc. 12,569 332,000 0.11%
24 Sigma Planning Corp 13,374 353,000 0.12%
25 AMERICAN INTERNATIONAL GROUP, INC. 13,518 357,000 0.12%
26 MANDATUM LIFE INSURANCE CO LTD 14,441 381,000 0.13%
27 RAYMOND JAMES & ASSOCIATES 14,633 386,000 0.13%
28 Janney Montgomery Scott LLC 17,431 460,000 0.16%
29 MSI Financial Services Inc 18,269 482,000 0.17%
30 MARINER INDEPENDENT ADVISOR NETWORK, LLC 25,229 668,000 0.23%
31 First Allied Advisory Services, Inc. 26,849 709,000 0.24%
32 LINCOLN NATIONAL CORP 29,851 788,000 0.27%
33 Private Advisor Group, LLC 33,695 890,000 0.31%
34 AMERIPRISE FINANCIAL INC 34,382 908,000 0.31%
35 Destination Wealth Management 35,453 911,000 0.31%
36 ARS Wealth Advisors, LLC 35,313 932,000 0.32%
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 37,407 988,000 0.34%
38 FIDUCIARY GROUP, LLC 43,061 1,137,000 0.39%
39 Homrich & Berg 51,147 1,350,000 0.47%
40 PLANNING ALTERNATIVES LTD /ADV 57,360 1,514,000 0.52%
41 ROYAL BANK OF CANADA 61,783 1,631,000 0.56%
42 Commonwealth Equity Services, Inc 64,905 1,713,000 0.59%
43 B. Riley Wealth Advisors, Inc. 78,788 2,080,000 0.72%
44 FC ADVISORY LLC 122,122 3,224,000 1.11%
45 CFO4Life, L.P. 178,464 4,711,000 1.62%
46 EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC 242,281 6,396,000 2.20%
47 LPL Financial LLC 244,941 6,420,000 2.21%
48 UBS Group AG 305,366 8,062,000 2.78%
49 D.A. DAVIDSON & CO. 359,708 9,496,000 3.27%
50 UNITED SERVICES AUTOMOBILE ASSOCIATION 386,400 10,201,000 3.51%
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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.