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

Institutional Holders (2017Q2)
Portfolio Summary: 492 Institutional holders with a total value of $5,127,935,251.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BELL ROCK CAPITAL LLC 2 0 0.00%
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 EXANE DERIVATIVES 1 169 0.00%
4 WEBSTER BANK, N. A. 4 1,000 0.00%
5 Archford Capital Strategies, LLC 28 1,000 0.00%
6 FNY PARTNERS FUND LP 10 1,000 0.00% Put
7 VALLEY NATIONAL ADVISERS INC 8 1,000 0.00%
8 Crosspoint Capital Strategies, LLC 8 1,000 0.00%
9 SRS CAPITAL ADVISORS, INC. 11 2,000 0.00% SH
10 Cassaday & Co Inc. 11 2,000 0.00%
11 ROWLAND CARMICHAEL ADVISORS INC /ADV 13 2,000 0.00%
12 PINKERTON WEALTH, LLC 12 2,000 0.00%
13 Avior Wealth Management, LLC 10 2,000 0.00%
14 MASCOMA WEALTH MANAGEMENT LLC 15 3,000 0.00%
15 Ironwood Financial, llc 15 3,000 0.00%
16 SUTTON WEALTH ADVISORS INC. 21 3,544 0.00%
17 GS INVESTMENTS, INC. 22 3,713 0.00%
18 NewEdge Advisors, LLC 23 3,887 0.00%
19 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 23 4,000 0.00%
20 Catamount Wealth Management 25 4,000 0.00%
21 SARGENT BICKHAM LAGUDIS LLC 22 4,000 0.00%
22 FLAHARTY ASSET MANAGEMENT, LLC 27 4,499 0.00%
23 MONETARY MANAGEMENT GROUP INC 30 5,000 0.00%
24 FIRST MANHATTAN CO. LLC. 40 6,000 0.00%
25 RPG INVESTMENT ADVISORY, LLC 43 7,000 0.00%
26 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 42 7,088 0.00%
27 MOUNTAIN CAPITAL INVESTMENT ADVISORS INC. 50 8,000 0.00%
28 BDO WEALTH ADVISORS, LLC 45 8,000 0.00%
29 Burt Wealth Advisors 49 8,000 0.00%
30 MACROVIEW INVESTMENT MANAGEMENT LLC 52 9,000 0.00%
31 PATHSTONE FAMILY OFFICE, LLC 56 9,000 0.00%
32 Hanson & Doremus Investment Management 54 9,000 0.00%
33 Cordasco Financial Network 72 12,000 0.00%
34 MACQUARIE GROUP LTD 78 13,000 0.00%
35 ANCHOR INVESTMENT MANAGEMENT, LLC 97 16,327 0.00%
36 CUTLER GROUP LLC / CA 85,500 17,000 0.00% Put
37 Winfield Associates, Inc. 115 19,000 0.00%
38 WEALTHCARE ADVISORY PARTNERS LLC 120 20,000 0.00%
39 MCF Advisors LLC 129 22,000 0.00%
40 CUTLER GROUP LLC / CA 8,200 24,000 0.00% Call
41 VERSANT CAPITAL MANAGEMENT, INC 150 25,000 0.00%
42 WATERMARK ASSET MANAGEMENT, INC. 149 25,000 0.00%
43 WESTSIDE INVESTMENT MANAGEMENT, INC. 150 25,245 0.00%
44 Perigon Wealth Management, LLC 155 26,000 0.00%
45 Winslow, Evans & Crocker, Inc. 157 26,497 0.00%
46 FARMERS & MERCHANTS INVESTMENTS INC 161 27,000 0.00%
47 Ledyard National Bank 167 28,000 0.00%
48 Sandy Spring Bank 170 29,000 0.00%
49 North Star Investment Management Corp. 170 29,000 0.00%
50 JNBA Financial Advisors 172 29,000 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.