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

Institutional Holders (2016Q3)
Portfolio Summary: 969 Institutional holders with a total value of $44,705,077,337.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CISCO SYSTEMS, INC. 0 0 0.00%
2 GUGGENHEIM CAPITAL LLC 2 0 0.00%
3 Parallax Volatility Advisers, L.P. 1 0 0.00%
4 SOLARIS ASSET MANAGEMENT LLC 3 1,000 0.00%
5 Burt Wealth Advisors 11 2,000 0.00%
6 ANCHOR INVESTMENT MANAGEMENT, LLC 13 2,828 0.00%
7 Creative Planning 1,000 3,000 0.00% Put
8 Lowe Wealth Advisors, LLC 12 3,000 0.00%
9 THOMPSON SIEGEL & WALMSLEY LLC 25 5,000 0.00%
10 GIERL AUGUSTINE INVESTMENT MANAGEMENT INC 21 5,000 0.00%
11 VERSANT CAPITAL MANAGEMENT, INC 30 6,000 0.00%
12 America First Investment Advisors, LLC 37 8,000 0.00%
13 MEEDER ASSET MANAGEMENT INC 41 9,000 0.00%
14 Whitnell & Co. 53 12,000 0.00%
15 CUTLER GROUP LLC / CA 5,300 12,000 0.00% Put
16 NewSquare Capital LLC 85 18,000 0.00%
17 ATWOOD & PALMER INC 85 19,000 0.00%
18 AlphaMark Advisors, LLC 100 22,000 0.00% SH
19 Barrett Asset Management, LLC 100 22,000 0.00%
20 AllSquare Wealth Management LLC 100 22,000 0.00%
21 MOTCO 101 22,000 0.00%
22 Sensible Financial Planning & Management, LLC. 112 24,000 0.00%
23 IndexIQ Advisors LLC 113 25,000 0.00%
24 CAPTRUST FINANCIAL ADVISORS 125 26,000 0.00%
25 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 128 28,000 0.00%
26 Tradewinds Capital Management, LLC 149 32,000 0.00%
27 CUTLER GROUP LLC / CA 13,800 33,000 0.00% Call
28 JACOBI CAPITAL MANAGEMENT LLC 167 36,000 0.00%
29 WESTPORT RESOURCES MANAGEMENT INC 175 38,000 0.00%
30 Exchange Capital Management, Inc. 185 40,000 0.00%
31 HOWE & RUSLING INC 200 44,000 0.00%
32 Manchester Capital Management LLC 212 46,000 0.00%
33 WEALTHCARE ADVISORY PARTNERS LLC 241 52,000 0.00%
34 CENTRAL BANK & TRUST CO 246 54,000 0.00%
35 Brandywine Global Investment Management, LLC 252 55,000 0.00%
36 VALLEY WEALTH MANAGERS, INC. 260 57,000 0.00%
37 Winch Advisory Services, LLC 310 67,000 0.00%
38 ROWLAND CARMICHAEL ADVISORS INC /ADV 317 69,000 0.00%
39 LEGG MASON, INC. 355 78,000 0.00%
40 ROBLE, BELKO & COMPANY, INC 387 84,000 0.00%
41 Lenox Wealth Advisors, LLC 400 87,000 0.00%
42 VALLEY NATIONAL ADVISERS INC 400 87,000 0.00%
43 VICUS CAPITAL 400 87,000 0.00% Put
44 FIRST MANHATTAN CO. LLC. 411 89,000 0.00%
45 EFG Private Wealth Management (Americas) Corp. 417 91,000 0.00%
46 Cornerstone Advisors, Inc. 443 96,000 0.00%
47 QCI ASSET MANAGEMENT INC/NY 445 97,000 0.00%
48 Family Capital Trust Co 481 105,000 0.00%
49 KINGS POINT CAPITAL MANAGEMENT 514 112,000 0.00%
50 C-J ADVISORY, INC. 521 113,000 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.