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

Institutional Holders (2017Q2)
Portfolio Summary: 90 Institutional holders with a total value of $266,488,717.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Bank of New York Mellon Corp 3,401 401,000 0.15%
52 DIMENSION CAPITAL MANAGEMENT PARTNERS /ADV 3,257 383,000 0.14%
53 JPMORGAN CHASE & CO 3,229 380,000 0.14%
54 RAND WEALTH, LLC 3,161 372,000 0.14%
55 Portfolio Solutions, LLC 3,114 366,000 0.14%
56 BANK OF STOCKTON 2,900 340,000 0.13%
57 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,876 338,000 0.13%
58 Carnegie Investment Counsel 2,850 337,000 0.13%
59 Litman Gregory Wealth Management LLC 2,487 293,000 0.11%
60 EP Wealth Advisors, LLC 2,483 292,000 0.11%
61 Cetera Advisor Networks LLC 2,463 290,000 0.11%
62 BANK OF THE WEST 2,412 284,000 0.11%
63 CORIENT CAPITAL PARTNERS, LLC 2,399 282,000 0.11%
64 STIFEL FINANCIAL CORP 2,330 276,000 0.10%
65 WESTSIDE INVESTMENT MANAGEMENT, INC. 2,298 269,717 0.10%
66 Coe Capital Management, LLC 1,980 233,000 0.09%
67 Eagle Ridge Investment Management 1,970 232,000 0.09%
68 Partnervest Advisory Services LLC 1,958 230,000 0.09%
69 BOSTON ADVISORS LLC 1,875 221,000 0.08%
70 MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,869 220,000 0.08%
71 RAYMOND JAMES & ASSOCIATES 1,834 216,000 0.08%
72 GLOBAL RETIREMENT PARTNERS, LLC 1,397 164,000 0.06%
73 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,054 124,000 0.05%
74 US BANCORP \DE\ 929 109,000 0.04%
75 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 915 107,000 0.04%
76 PARALLEL ADVISORS, LLC 680 81,000 0.03%
77 NEXT Financial Group, Inc 480 56,000 0.02%
78 FERRIS CAPITAL, LLC 475 56,000 0.02%
79 REILLY FINANCIAL ADVISORS, LLC 450 53,000 0.02%
80 Creative Planning 430 51,000 0.02%
81 Gradient Investments LLC 339 40,000 0.02%
82 Advisory Services Network, LLC 263 31,000 0.01%
83 Hanson & Doremus Investment Management 265 31,000 0.01%
84 BRONFMAN E.L. ROTHSCHILD, L.P. 250 29,000 0.01%
85 SEI INVESTMENTS CO 105 12,000 0.00%
86 Ameritas Investment Partners, Inc. 100 11,000 0.00%
87 Allworth Financial LP 94 11,000 0.00%
88 Bartlett & Co. LLC 75 9,000 0.00%
89 BB&T INVESTMENT SERVICES, INC. 53 6,000 0.00%
90 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.