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

Institutional Holders (2017Q1)
Portfolio Summary: 54 Institutional holders with a total value of $201,750,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BlackRock Finance, Inc. 41 1,000 0.00%
2 VALLEY NATIONAL ADVISERS INC 645 16,000 0.01%
3 BUTENSKY & COHEN FINANCIAL SECURITY, INC 890 22,000 0.01%
4 Archford Capital Strategies, LLC 1,072 27,000 0.01%
5 D.A. DAVIDSON & CO. 1,200 29,000 0.01%
6 ADVISOR GROUP, INC. 1,235 31,000 0.02%
7 MANUFACTURERS LIFE INSURANCE COMPANY, THE 2,949 73,000 0.04%
8 ROBLE, BELKO & COMPANY, INC 8,117 201,000 0.10%
9 IMA Advisory Services, Inc. 8,784 218,000 0.11%
10 INTEGRATED WEALTH MANAGEMENT 8,901 221,000 0.11%
11 IFP ADVISORS, INC 10,552 262,000 0.13%
12 Wolf Group Capital Advisors 10,898 270,000 0.13%
13 Stratos Wealth Partners, LTD. 15,800 392,000 0.19%
14 Virtu KCG Holdings LLC 18,583 461,000 0.23%
15 SUMMIT SECURITIES GROUP LLC 18,782 466,000 0.23%
16 LADENBURG THALMANN FINANCIAL SERVICES INC. 20,627 512,000 0.25%
17 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 22,497 559,000 0.28%
18 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 22,825 566,000 0.28%
19 Commonwealth Equity Services, Inc 25,268 627,000 0.31%
20 GREAT LAKES ADVISORS, LLC 26,030 646,000 0.32%
21 SOWELL FINANCIAL SERVICES LLC 28,337 709,000 0.35%
22 BOSTON ADVISORS LLC 33,743 837,000 0.41%
23 TCV Trust & Wealth Management, Inc. 34,500 856,000 0.42%
24 BAIRD FINANCIAL GROUP, INC. 34,512 856,000 0.42%
25 AMERIPRISE FINANCIAL INC 35,310 876,000 0.43%
26 PROFICIO CAPITAL PARTNERS LLC 36,106 903,000 0.45%
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 39,148 971,000 0.48%
28 CITADEL ADVISORS LLC 40,550 1,006,000 0.50%
29 Bank of New York Mellon Corp 40,576 1,007,000 0.50%
30 BAINCO INTERNATIONAL INVESTORS 49,485 1,228,000 0.61%
31 ROYAL BANK OF CANADA 60,611 1,504,000 0.75%
32 B. Riley Wealth Advisors, Inc. 64,045 1,590,000 0.79%
33 Brookstone Capital Management 75,125 1,864,000 0.92%
34 Raymond James Financial Services Advisors, Inc. 75,659 1,877,000 0.93%
35 LPL Financial LLC 86,933 2,158,000 1.07%
36 DAY & ENNIS, LLC 92,570 2,297,000 1.14%
37 Private Advisor Group, LLC 95,919 2,382,000 1.18% PRN
38 WOLVERINE TRADING LP /BD 102,853 2,550,000 1.26%
39 Mariner, LLC 126,242 3,132,000 1.55%
40 GUIDANT WEALTH ADVISORS 173,933 4,319,000 2.14%
41 TRUST CO 179,942 4,464,000 2.21%
42 Capital Investment Advisors, LLC 196,681 4,880,000 2.42%
43 Gateway Advisory, LLC 206,330 5,152,000 2.55%
44 BB&T SECURITIES, LLC 214,645 5,325,000 2.64%
45 WELLS FARGO & COMPANY/MN 246,291 6,111,000 3.03%
46 UBS Group AG 276,120 6,851,000 3.40%
47 US BANCORP \DE\ 294,629 7,310,000 3.62%
48 STIFEL FINANCIAL CORP 340,569 8,443,000 4.18%
49 HighTower Advisors, LLC 426,669 10,588,000 5.25% PRN
50 UNITED CAPITAL FINANCIAL ADVISORS, LLC 484,274 12,015,000 5.96%
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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.