Dark
Light
System
Security
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
151 Private Ocean, LLC 1,863 314,000 0.01%
152 SUNFLOWER BANK, NA WEALTH MANAGEMENT 1,900 321,000 0.01%
153 INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 1,915 323,000 0.01%
154 MADISON INVESTMENT HOLDINGS INC 1,973 333,000 0.01%
155 BRIDGEWAY CAPITAL MANAGEMENT, LLC 2,000 338,000 0.01%
156 Plante Moran Financial Advisors, LLC 2,037 344,000 0.01%
157 Evanson Asset Management, LLC 2,045 345,000 0.01%
158 Oakworth Capital, Inc. 2,045 345,000 0.01%
159 GILBERT & COOK, INC. 2,052 346,000 0.01%
160 Atria Investments, Inc 2,060 348,000 0.01%
161 Paradigm Financial Advisors, LLC 2,072 350,000 0.01%
162 Fiduciary Trust Co International of Pennsylvania 2,090 353,000 0.01%
163 ST GERMAIN D J CO INC 2,120 358,000 0.01%
164 GLOBAL RETIREMENT PARTNERS, LLC 2,148 363,000 0.01%
165 BKS ADVISORS, LLC 2,218 374,000 0.01%
166 JMG Financial Group, Ltd. 2,226 376,000 0.01%
167 COBIZ WEALTH, LLC 2,251 380,000 0.01%
168 COLORADO CAPITAL MANAGEMENT, INC. 2,259 381,000 0.01%
169 Sageworth Trust Co 2,270 383,000 0.01%
170 ProVise Management Group, LLC 2,305 389,000 0.01%
171 CONNECTICUT WEALTH MANAGEMENT, LLC 2,361 397,000 0.01%
172 Ifrah Financial Services, Inc. 2,349 397,000 0.01%
173 BOSTON ADVISORS LLC 2,377 401,000 0.01%
174 MONROE BANK & TRUST/MI 2,410 407,000 0.01%
175 Diversified Trust Co 2,417 408,000 0.01%
176 GREAT AMERICAN GROUP, INC. 2,416 408,000 0.01%
177 Annex Advisory Services, LLC 2,426 409,000 0.01%
178 FCG ADVISORS, LLC 2,439 412,000 0.01%
179 STOCK YARDS BANK & TRUST CO 2,541 429,000 0.01%
180 Intersect Capital LLC 2,557 431,000 0.01%
181 Bison Wealth, LLC 2,634 445,000 0.01%
182 West Coast Financial LLC 2,660 449,000 0.01%
183 FAS Wealth Partners, Inc. 2,678 452,000 0.01%
184 CORNERSTONE WEALTH MANAGEMENT, LLC 2,699 454,000 0.01%
185 3D ASSET MANAGEMENT, INC 2,701 456,000 0.01%
186 Kistler-Tiffany Companies, LLC 2,710 457,000 0.01%
187 Palisades Hudson Asset Management, L.P. 2,738 462,000 0.01%
188 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 2,803 473,000 0.01%
189 REGAL WEALTH GROUP, INC. 2,803 473,000 0.01%
190 WEDGEWOOD INVESTORS INC /PA/ 2,823 476,000 0.01%
191 BRONFMAN E.L. ROTHSCHILD, L.P. 2,854 482,000 0.01%
192 GHP Investment Advisors, Inc. 2,882 486,000 0.01%
193 MURPHY CAPITAL MANAGEMENT INC 2,899 489,000 0.01%
194 First Personal Financial Services 2,900 489,000 0.01%
195 V WEALTH MANAGEMENT,LLC 2,931 496,000 0.01%
196 SMITH, MOORE & CO. 2,972 502,000 0.01%
197 Verition Fund Management LLC 2,978 503,000 0.01%
198 LIDO ADVISORS, LLC 3,014 509,000 0.01%
199 HOLLENCREST CAPITAL MANAGEMENT 3,033 512,000 0.01%
200 CANANDAIGUA NATIONAL BANK & TRUST CO 3,040 513,000 0.01%
Page 4 of 10

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.