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

Institutional Holders (2016Q4)
Portfolio Summary: 28 Institutional holders with a total value of $772,194,102.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Edelman Financial Services, LLC 28,459,955 762,158,000 98.70%
2 ADVISOR GROUP, INC. 101,048 2,706,000 0.35%
3 HighTower Advisors, LLC 82,462 2,208,000 0.29%
4 LPL Financial LLC 37,704 1,015,000 0.13%
5 Ruggie Capital Group 35,522 953,000 0.12%
6 BANK OF AMERICA CORP /DE/ 29,392 787,000 0.10%
7 VALLEY NATIONAL ADVISERS INC 26,859 719,000 0.09%
8 ROYAL BANK OF CANADA 16,063 431,000 0.06%
9 Raymond James Financial Services Advisors, Inc. 15,241 408,000 0.05%
10 Commonwealth Equity Services, Inc 9,375 251,000 0.03%
11 GOLDMAN SACHS GROUP INC 7,606 204,000 0.03%
12 UBS Group AG 3,719 100,000 0.01%
13 Creative Planning 1,918 51,000 0.01%
14 MORGAN STANLEY 1,296 35,000 0.00%
15 IFP ADVISORS, INC 1,152 31,000 0.00%
16 GLENMEDE TRUST CO NA 1,000 26,000 0.00%
17 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 950 25,000 0.00%
18 West Oak Capital, LLC 900 24,102 0.00%
19 DUBUQUE BANK & TRUST CO 780 21,000 0.00%
20 Burt Wealth Advisors 403 11,000 0.00%
21 Lenox Wealth Management, Inc. 300 8,000 0.00%
22 Sandy Spring Bank 300 8,000 0.00%
23 LADENBURG THALMANN FINANCIAL SERVICES INC. 243 7,000 0.00%
24 NEXT Financial Group, Inc 200 5,000 0.00%
25 CITIGROUP INC 45 1,000 0.00%
26 KRILOGY FINANCIAL LLC 20 1,000 0.00%
27 Exchange Capital Management, Inc. 10 0 0.00%
28 WELLS FARGO & COMPANY/MN 1 0 0.00%

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.