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

Institutional Holders (2016Q1)
Portfolio Summary: 918 Institutional holders with a total value of $38,924,297,298.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SOLARIS ASSET MANAGEMENT LLC 2 0 0.00%
2 GUGGENHEIM CAPITAL LLC 2 0 0.00%
3 Burt Wealth Advisors 11 2,000 0.00%
4 Crosspoint Capital Strategies, LLC 11 2,000 0.00%
5 ANCHOR INVESTMENT MANAGEMENT, LLC 13 2,686 0.00%
6 BRUDERMAN ASSET MANAGEMENT, LLC 15 3,000 0.00%
7 THOMPSON SIEGEL & WALMSLEY LLC 25 5,000 0.00%
8 Financial Management Professionals, Inc. 22 5,000 0.00%
9 CUTLER GROUP LLC / CA 25 5,000 0.00%
10 IndexIQ Advisors LLC 27 6,000 0.00%
11 SYNOVUS FINANCIAL CORP 31 6,000 0.00%
12 VERSANT CAPITAL MANAGEMENT, INC 30 6,000 0.00%
13 MEEDER ASSET MANAGEMENT INC 41 8,000 0.00%
14 America First Investment Advisors, LLC 37 8,000 0.00%
15 Tradewinds Capital Management, LLC 57 12,000 0.00%
16 CUTLER GROUP LLC / CA 4,900 15,000 0.00% Put
17 ATWOOD & PALMER INC 85 18,000 0.00%
18 AllSquare Wealth Management LLC 100 21,000 0.00%
19 AlphaMark Advisors, LLC 100 21,000 0.00%
20 Barrett Asset Management, LLC 100 21,000 0.00%
21 MOTCO 101 21,000 0.00%
22 Sensible Financial Planning & Management, LLC. 111 23,000 0.00%
23 Shamrock Asset Management LLC 129 27,000 0.00%
24 NewSquare Capital LLC 145 30,000 0.00%
25 Lenox Wealth Advisors, LLC 145 30,000 0.00%
26 SUN LIFE FINANCIAL INC 155,454 32,125 0.00%
27 BANK OF AMERICA CORP /DE/ 200 41,000 0.00% Call
28 Manchester Capital Management LLC 212 44,000 0.00%
29 CITY HOLDING CO 216 45,000 0.00%
30 Edge Wealth Management LLC 220 45,000 0.00%
31 Lowe Wealth Advisors, LLC 227 47,000 0.00%
32 GIERL AUGUSTINE INVESTMENT MANAGEMENT INC 234 48,000 0.00%
33 Brandywine Global Investment Management, LLC 261 54,000 0.00%
34 DUNCKER STREETT & CO INC 290 60,000 0.00%
35 Vigilant Capital Management, LLC 300 62,000 0.00%
36 Winch Advisory Services, LLC 309 64,000 0.00%
37 EDMOND DE ROTHSCHILD (EUROPE) 350 72,000 0.00%
38 EDMOND DE ROTHSCHILD HOLDING S.A. 350 72,000 0.00%
39 Family Capital Trust Co 367 76,000 0.00%
40 ROWLAND CARMICHAEL ADVISORS INC /ADV 367 76,000 0.00%
41 Lyons Wealth Management, LLC. 18,200 78,000 0.00% Put
42 VALLEY NATIONAL ADVISERS INC 400 83,000 0.00%
43 FIRST MANHATTAN CO. LLC. 411 84,000 0.00%
44 JFS WEALTH ADVISORS, LLC 409 85,000 0.00%
45 Cornerstone Advisors, Inc. 415 86,000 0.00%
46 QCI ASSET MANAGEMENT INC/NY 445 92,000 0.00%
47 SONORA INVESTMENT MANAGEMENT, LLC 464 97,282 0.00%
48 SARGENT BICKHAM LAGUDIS LLC 483 100,000 0.00%
49 KINGS POINT CAPITAL MANAGEMENT 513 106,000 0.00%
50 First City Capital Management, Inc. 567 117,171 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.