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

Institutional Holders (2017Q2)
Portfolio Summary: 37 Institutional holders with a total value of $74,626,863.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CITIGROUP INC 1 0 0.00%
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 ADVISOR GROUP, INC. 76 4,000 0.01%
4 SYNOVUS FINANCIAL CORP 88 4,000 0.01%
5 Cranbrook Wealth Management, LLC 242 12,000 0.02%
6 SEI INVESTMENTS CO 473 24,000 0.03%
7 NEXT Financial Group, Inc 678 34,000 0.05%
8 UBS Group AG 1,348 67,000 0.09%
9 LAFFER TENGLER INVESTMENTS, INC. 1,788 88,863 0.12%
10 GENEOS WEALTH MANAGEMENT INC. 2,355 117,000 0.16%
11 IFP ADVISORS, INC 2,869 143,000 0.19%
12 WEDBUSH SECURITIES INC 4,048 201,000 0.27%
13 STIFEL FINANCIAL CORP 4,350 216,000 0.29%
14 Sigma Planning Corp 4,886 243,000 0.33%
15 COLONY GROUP LLC 4,901 244,000 0.33%
16 LEVEL FOUR ADVISORY SERVICES, LLC 4,969 248,000 0.33%
17 FDx Advisors, Inc. 5,037 250,000 0.34%
18 MANUFACTURERS LIFE INSURANCE COMPANY, THE 5,840 290,000 0.39%
19 WELLS FARGO & COMPANY/MN 6,373 317,000 0.42%
20 RKL Wealth Management LLC 7,068 352,000 0.47%
21 LVZ, Inc. 8,421 419,000 0.56%
22 Bluefin Trading, LLC 10,652 529,000 0.71%
23 Advisory Services Network, LLC 12,501 621,000 0.83%
24 FormulaFolio Investments, LLC 14,296 710,000 0.95%
25 BANK OF AMERICA CORP /DE/ 15,414 766,000 1.03%
26 HighTower Advisors, LLC 20,945 1,034,000 1.39%
27 CITADEL ADVISORS LLC 20,837 1,036,000 1.39%
28 ROYAL BANK OF CANADA 21,384 1,063,000 1.42%
29 JANE STREET GROUP, LLC 34,705 1,725,000 2.31%
30 Rehmann Capital Advisory Group 35,483 1,764,000 2.36%
31 LPL Financial LLC 37,227 1,850,000 2.48%
32 AMERIPRISE FINANCIAL INC 44,125 2,193,000 2.94%
33 Live Your Vision, LLC 44,929 2,236,000 3.00%
34 Commonwealth Equity Services, Inc 45,146 2,244,000 3.01%
35 MORGAN STANLEY 47,100 2,341,000 3.14%
36 Raymond James Financial Services Advisors, Inc. 47,764 2,374,000 3.18%
37 LADENBURG THALMANN FINANCIAL SERVICES INC. 982,350 48,867,000 65.48%

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.