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

Institutional Holders (2016Q1)
Portfolio Summary: 944 Institutional holders with a total value of $36,919,112,734.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Creative Planning 500 0 0.00% Put
2 Raymond James Financial Services Advisors, Inc. 35,000 1,000 0.00% Call
3 ASSETMARK, INC 31 1,000 0.00%
4 ARMBRUSTER CAPITAL MANAGEMENT, INC. 25 1,000 0.00%
5 M&T BANK CORP 3,500 2,000 0.00% Put
6 ArchPoint Investors 71 2,000 0.00%
7 DELPHI PRIVATE ADVISORS LLC 65 2,000 0.00%
8 Ironwood Financial, llc 54 2,000 0.00%
9 SONORA INVESTMENT MANAGEMENT, LLC 60 2,059 0.00%
10 CT Financial Advisors LLC 70 2,398 0.00%
11 M&T BANK CORP 3,500 3,000 0.00% Call
12 HOWE & RUSLING INC 84 3,000 0.00%
13 BRAVE ASSET MANAGEMENT INC 126 4,000 0.00%
14 Tradewinds Capital Management, LLC 127 4,000 0.00%
15 Beacon Capital Management, Inc. 150 5,000 0.00%
16 Financial Management Professionals, Inc. 146 5,000 0.00%
17 PINKERTON WEALTH, LLC 135 5,000 0.00%
18 HIGH FALLS ADVISORS, INC 227 8,000 0.00%
19 RAYMOND JAMES & ASSOCIATES 50,900 8,000 0.00% Call
20 CENTRAL BANK & TRUST CO 259 9,000 0.00%
21 TRUST CO 250 9,000 0.00%
22 WOODMONT INVESTMENT COUNSEL LLC 250 9,000 0.00%
23 MOTCO 270 9,000 0.00%
24 Ledyard National Bank 300 10,000 0.00%
25 Lowe Wealth Advisors, LLC 282 10,000 0.00%
26 PEOPLES FINANCIAL SERVICES CORP. 321 11,000 0.00%
27 Hanson & Doremus Investment Management 349 12,000 0.00%
28 WOLVERINE ASSET MANAGEMENT LLC 1,316 15,000 0.00% Put
29 MV CAPITAL MANAGEMENT, INC. 450 15,000 0.00%
30 RPG FAMILY WEALTH ADVISORY, LLC 442 15,138 0.00%
31 SHARKEY, HOWES & JAVER 457 16,000 0.00%
32 AYALON INSURANCE COMP LTD. 458 16,000 0.00%
33 JNBA Financial Advisors 540 18,000 0.00%
34 KRILOGY FINANCIAL LLC 549 19,000 0.00%
35 Vantage Investment Advisors, LLC 543 19,000 0.00%
36 ADVANTAGE INVESTMENT MANAGEMENT, LLC 568 19,000 0.00%
37 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 598 20,000 0.00%
38 VALLEY NATIONAL ADVISERS INC 613 21,000 0.00%
39 MOISAND FITZGERALD TAMAYO, LLC 600 21,000 0.00%
40 FIRST NEW YORK SECURITIES LLC /NY 1,000 24,500 0.00% Call
41 KANALY TRUST CO 726 25,000 0.00%
42 Winfield Associates, Inc. 750 26,000 0.00%
43 Focused Wealth Management, Inc 754 26,000 0.00%
44 WESPAC ADVISORS SOCAL, LLC 800 27,400 0.00%
45 PAYDEN & RYGEL 900 31,000 0.00%
46 THRIVENT FINANCIAL FOR LUTHERANS 941 31,000 0.00%
47 ISTHMUS PARTNERS, LLC 900 31,000 0.00%
48 CENTRAL TRUST Co 913 31,000 0.00%
49 THOMPSON DAVIS & CO., INC. 917 31,000 0.00%
50 Plante Moran Financial Advisors, LLC 933 32,000 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.