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

Institutional Holders (2016Q3)
Portfolio Summary: 8 Institutional holders with a total value of $32,030,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SYNOVUS FINANCIAL CORP 249,558 12,665,000 39.54%
2 JAMES INVESTMENT RESEARCH, INC. 202,779 10,291,000 32.13%
3 CABOT WEALTH MANAGEMENT INC 56,538 2,869,000 8.96%
4 STALEY CAPITAL ADVISERS INC 41,150 2,088,000 6.52%
5 PROBITY ADVISORS, INC. 33,605 1,705,000 5.32%
6 HOLLENCREST CAPITAL MANAGEMENT 21,485 1,091,000 3.41%
7 RONALD BLUE & CO LLC 20,697 1,050,000 3.28%
8 FIRST FOUNDATION ADVISORS 5,346 271,000 0.85%

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.