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

Institutional Holders (2016Q3)
Portfolio Summary: 80 Institutional holders with a total value of $196,325,967.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Litman Gregory Wealth Management LLC 2,487 300,000 0.15%
52 BlackRock Investment Management, LLC 2,473 298,000 0.15%
53 STIFEL FINANCIAL CORP 2,417 292,000 0.15%
54 Cetera Advisor Networks LLC 2,245 271,000 0.14%
55 CORIENT CAPITAL PARTNERS, LLC 2,188 264,000 0.13%
56 Coe Capital Management, LLC 1,980 239,000 0.12%
57 RAND WEALTH, LLC 1,977 239,000 0.12%
58 MSI Financial Services Inc 1,819 220,000 0.11%
59 Eagle Ridge Investment Management 1,820 220,000 0.11%
60 Advisory Services Network, LLC 1,768 213,000 0.11%
61 RAYMOND JAMES & ASSOCIATES 1,756 212,000 0.11%
62 COLDSTREAM CAPITAL MANAGEMENT INC 1,736 210,000 0.11%
63 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,725 208,000 0.11%
64 LAUREL WEALTH ADVISORS, INC. 1,711 207,000 0.11%
65 BANK OF THE WEST 1,695 205,000 0.10%
66 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,108 134,000 0.07%
67 Concert Wealth Management Inc. 626 76,000 0.04%
68 NEXT Financial Group, Inc 610 74,000 0.04%
69 Ameritas Investment Partners, Inc. 600 72,000 0.04%
70 REILLY FINANCIAL ADVISORS, LLC 550 66,000 0.03%
71 GENEOS WEALTH MANAGEMENT INC. 500 60,000 0.03%
72 Gemmer Asset Management LLC 454 55,000 0.03%
73 Gradient Investments LLC 339 41,000 0.02%
74 INTEGRATED WEALTH MANAGEMENT 251 30,000 0.02%
75 SEI INVESTMENTS CO 105 13,000 0.01%
76 Allworth Financial LP 94 11,000 0.01%
77 Bartlett & Co. LLC 75 9,000 0.00%
78 Argentus Capital Management, LLC 40 5,000 0.00%
79 Creative Planning 8 1,000 0.00%
80 Parallax Volatility Advisers, L.P. 1 0 0.00%
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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.