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

Institutional Holders (2016Q1)
Portfolio Summary: 6 Institutional holders with a total value of $32,258,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SYNOVUS FINANCIAL CORP 253,962 12,805,000 39.70%
2 JAMES INVESTMENT RESEARCH, INC. 218,717 11,028,000 34.19%
3 RONALD BLUE & CO LLC 63,989 3,226,000 10.00%
4 CABOT WEALTH MANAGEMENT INC 54,105 2,728,000 8.46%
5 STALEY CAPITAL ADVISERS INC 43,650 2,201,000 6.82%
6 FIRST FOUNDATION ADVISORS 5,346 270,000 0.84%

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.