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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
401 YORKBRIDGE WEALTH PARTNERS, LLC 755 128,000 0.00%
402 SHARKEY, HOWES & JAVER 750 127,000 0.00%
403 ADIRONDACK TRUST CO 720 122,000 0.00%
404 Vantage Investment Advisors, LLC 711 120,000 0.00%
405 VESTOR CAPITAL, LLC 691 117,000 0.00%
406 BALDWIN WEALTH PARTNERS LLC/MA 660 111,000 0.00%
407 NEXT Financial Group, Inc 642 108,000 0.00%
408 Ballentine Partners, LLC 609 106,000 0.00%
409 WEALTHCARE CAPITAL MANAGEMENT LLC 617 104,000 0.00%
410 Carroll Financial Associates, Inc. 591 99,000 0.00%
411 People's United Financial, Inc. 550 93,000 0.00%
412 SRH ADVISORS, LLC 545 92,000 0.00%
413 CWM, LLC 546 92,000 0.00%
414 SUN LIFE FINANCIAL INC 530 89,000 0.00%
415 FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA 527 88,942 0.00%
416 ASSET PLANNING SERVICES, LTD. 523 88,000 0.00%
417 RESOURCES INVESTMENT ADVISORS, INC. 497 84,000 0.00%
418 Manchester Capital Management LLC 477 81,000 0.00%
419 ULLMANN WEALTH PARTNERS GROUP, LLC 466 78,000 0.00%
420 M&R CAPITAL MANAGEMENT INC 475 78,000 0.00%
421 BB&T INVESTMENT SERVICES, INC. 433 73,000 0.00%
422 VICTORY CAPITAL MANAGEMENT INC 419 71,000 0.00%
423 ADVANTAGE INVESTMENT MANAGEMENT, LLC 405 68,000 0.00%
424 RPG FAMILY WEALTH ADVISORY, LLC 374 63,119 0.00%
425 MCKINLEY CAPITAL MANAGEMENT LLC 369 62,000 0.00%
426 PITTENGER & ANDERSON INC 362 61,000 0.00%
427 TRUST CO 350 59,000 0.00%
428 CREATIVE FINANCIAL DESIGNS INC /ADV 346 58,000 0.00%
429 Tortoise Investment Management, LLC 323 55,000 0.00%
430 TRUST CO OF VERMONT 300 51,000 0.00%
431 Perkins Coie Trust Co 265 45,000 0.00%
432 Liberty Capital Management, Inc. 257 43,000 0.00%
433 HOWE & RUSLING INC 255 43,000 0.00%
434 Orion Porfolio Solutions, LLC 229 39,000 0.00%
435 THOMPSON DAVIS & CO., INC. 234 39,000 0.00%
436 ASSET DEDICATION, LLC 201 36,000 0.00%
437 TCI Wealth Advisors, Inc. 206 35,000 0.00%
438 INTEGRATED INVESTMENT CONSULTANTS, LLC 204 34,000 0.00%
439 NORTHWEST INVESTMENT COUNSELORS, LLC 188 32,000 0.00%
440 CENTRAL TRUST Co 190 32,000 0.00%
441 EDGE ADVISORS, LLC 180 30,000 0.00%
442 Capital Analysts, LLC 172 29,028 0.00%
443 North Star Investment Management Corp. 170 29,000 0.00%
444 JNBA Financial Advisors 172 29,000 0.00%
445 Sandy Spring Bank 170 29,000 0.00%
446 Ledyard National Bank 167 28,000 0.00%
447 FARMERS & MERCHANTS INVESTMENTS INC 161 27,000 0.00%
448 Winslow, Evans & Crocker, Inc. 157 26,497 0.00%
449 Perigon Wealth Management, LLC 155 26,000 0.00%
450 WESTSIDE INVESTMENT MANAGEMENT, INC. 150 25,245 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.