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

Institutional Holders (2017Q2)
Portfolio Summary: 46 Institutional holders with a total value of $936,680,070.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Edelman Financial Services, LLC 27,324,758 868,108,000 92.68%
2 Horizon Investments, LLC 815,498 25,419,000 2.71%
3 Manifold Partners, LLC 223,132 7,089,000 0.76%
4 New England Private Wealth Advisors LLC 112,877 3,587,000 0.38%
5 ADVISOR GROUP, INC. 100,871 3,205,000 0.34%
6 MML INVESTORS SERVICES, INC. 96,582 3,068,000 0.33%
7 HighTower Advisors, LLC 80,998 2,577,000 0.28%
8 Clark Capital Management Group, Inc. 71,353 2,267,000 0.24%
9 Raymond James Financial Services Advisors, Inc. 63,966 2,032,000 0.22%
10 MORGAN STANLEY 54,888 1,744,000 0.19%
11 FOUNDERS FINANCIAL SECURITIES LLC 54,475 1,731,000 0.18%
12 GENEOS WEALTH MANAGEMENT INC. 53,207 1,690,000 0.18%
13 BANK OF AMERICA CORP /DE/ 53,155 1,688,000 0.18%
14 IHT WEALTH MANAGEMENT, LLC 34 1,666,000 0.18%
15 LPL Financial LLC 47,561 1,511,000 0.16%
16 Ruggie Capital Group 38,765 1,232,000 0.13%
17 Atria Investments, Inc 31,706 1,007,000 0.11%
18 Commonwealth Equity Services, Inc 28,075 892,000 0.10%
19 VALLEY NATIONAL ADVISERS INC 22,973 730,000 0.08%
20 ALPINE GROUP USVI, LLC 19,522 620,000 0.07%
21 Alpine Global Management, LLC 19,522 620,000 0.07%
22 Mathes Company, Inc. 18,125 576,000 0.06%
23 LADENBURG THALMANN FINANCIAL SERVICES INC. 15,836 503,000 0.05%
24 IFP ADVISORS, INC 15,516 493,000 0.05%
25 ROYAL BANK OF CANADA 13,480 429,000 0.05%
26 Coastline Trust Co 11,790 375,000 0.04%
27 Creative Planning 9,987 317,000 0.03%
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,405 299,000 0.03%
29 Cambridge Investment Research Advisors, Inc. 8,295 264,000 0.03%
30 AMERIPRISE FINANCIAL INC 8,132 258,000 0.03%
31 UBS Group AG 8,059 256,000 0.03%
32 PNC FINANCIAL SERVICES GROUP, INC. 3,440 109,000 0.01%
33 GLEN EAGLE ADVISORS, LLC 1,850 78,790 0.01%
34 Sandy Spring Bank 1,622 52,000 0.01%
35 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,481 47,000 0.01%
36 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 1,340 42,572 0.00%
37 GLENMEDE TRUST CO NA 1,000 29,000 0.00%
38 US BANCORP \DE\ 645 20,000 0.00%
39 West Oak Capital, LLC 400 12,708 0.00%
40 Burt Wealth Advisors 406 12,000 0.00%
41 Lenox Wealth Management, Inc. 300 10,000 0.00%
42 GLOBAL RETIREMENT PARTNERS, LLC 151 5,000 0.00%
43 WELLS FARGO & COMPANY/MN 166 5,000 0.00%
44 ADVANTAGE INVESTMENT MANAGEMENT, LLC 64 2,000 0.00%
45 CITIGROUP INC 45 1,000 0.00%
46 KRILOGY FINANCIAL LLC 21 1,000 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.