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

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.