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

Institutional Holders (2017Q1)
Portfolio Summary: 99 Institutional holders with a total value of $259,417,101.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Bartlett & Co. LLC 1 0 0.00%
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 CUTLER GROUP LLC / CA 400 0 0.00% Call
4 CUTLER GROUP LLC / CA 900 0 0.00% Put
5 WOLVERINE ASSET MANAGEMENT LLC 53 1,000 0.00%
6 MANUFACTURERS LIFE INSURANCE COMPANY, THE 23 1,000 0.00%
7 Barnett & Company, Inc. 41 1,000 0.00%
8 Creative Planning 80 2,000 0.00%
9 Transamerica Financial Advisors, LLC 72 2,000 0.00%
10 ALPHA OMEGA WEALTH MANAGEMENT LLC 165 4,000 0.00%
11 CUTLER GROUP LLC / CA 200 5,000 0.00%
12 BENJAMIN F. EDWARDS & COMPANY, INC. 325 8,000 0.00%
13 Vantage Investment Advisors, LLC 400 10,000 0.00%
14 First Horizon Advisors, Inc. 386 10,000 0.00%
15 GENEOS WEALTH MANAGEMENT INC. 620 15,000 0.01%
16 MCKINLEY CAPITAL MANAGEMENT LLC 855 22,000 0.01%
17 PNC FINANCIAL SERVICES GROUP, INC. 848 23,000 0.01%
18 MARVIN & PALMER ASSOCIATES INC 975 25,000 0.01%
19 WFG Advisors, LP 1,000 26,000 0.01%
20 Clearbridge Investments, LLC 1,203 31,000 0.01%
21 Smart Portfolios, LLC 1,295 33,000 0.01%
22 SUMITOMO MITSUI FINANCIAL GROUP, INC. 1,303 34,000 0.01%
23 BESSEMER GROUP INC 1,426 37,000 0.01%
24 Shamrock Asset Management LLC 1,473 38,000 0.01%
25 WESPAC ADVISORS SOCAL, LLC 2,120 54,674 0.02%
26 HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. 3,775 98,000 0.04%
27 D.A. DAVIDSON & CO. 5,206 134,000 0.05%
28 Tower Research Capital LLC (TRC) 5,442 140,000 0.05%
29 ADVISOR GROUP, INC. 6,917 178,000 0.07%
30 SYNOVUS FINANCIAL CORP 7,170 185,000 0.07%
31 EDMOND DE ROTHSCHILD HOLDING S.A. 7,600 197,000 0.08%
32 NORTHERN TRUST CORP 8,000 206,000 0.08%
33 PRIVATE TRUST CO NA 8,374 215,000 0.08%
34 BARCLAYS PLC 8,865 229,000 0.09%
35 CORNERSTONE WEALTH MANAGEMENT, LLC 9,091 239,000 0.09%
36 Weatherstone Capital Management 9,384 242,000 0.09%
37 LADENBURG THALMANN FINANCIAL SERVICES INC. 9,627 248,000 0.10%
38 PRELUDE CAPITAL MANAGEMENT, LLC 10,869 280,000 0.11%
39 BANK PICTET & CIE (ASIA) LTD 11,060 285,000 0.11%
40 Asset Management One Co., Ltd. 11,261 292,000 0.11%
41 Choate Investment Advisors 13,150 339,139 0.13%
42 MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. 13,500 350,000 0.13%
43 Bank Pictet & Cie (Europe) AG 15,500 400,000 0.15%
44 AXA S.A. 15,600 402,000 0.15%
45 Pictet North America Advisors SA 15,901 410,000 0.16%
46 Checchi Capital Advisers, LLC 16,563 427,000 0.16%
47 STIFEL FINANCIAL CORP 18,385 468,000 0.18%
48 CITADEL ADVISORS LLC 18,762 484,000 0.19%
49 IFP ADVISORS, INC 20,376 525,000 0.20%
50 GLOBAL RETIREMENT PARTNERS, LLC 20,910 539,000 0.21%
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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.