Dark
Light
System
Security
ISHARES TR
ISHARES TR. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 414 Institutional holders with a total value of $4,379,150,902.
#
Manager Name
Shares
Value ($)
%
Options
Notes
201 Mathes Company, Inc. 6,745 657,000 0.02%
202 DISCIPLINED GROWTH INVESTORS INC /MN 6,622 645,000 0.01%
203 ULLMANN WEALTH PARTNERS GROUP, LLC 6,243 632,000 0.01%
204 AXA S.A. 6,454 629,000 0.01%
205 Freedom Investment Management, Inc. 6,433 627,000 0.01%
206 Cassaday & Co Inc. 12,738 620,000 0.01%
207 D.A. DAVIDSON & CO. 6,361 618,000 0.01%
208 TIEDEMANN ADVISORS, LLC 5,995 584,000 0.01%
209 SILVERCREST ASSET MANAGEMENT GROUP LLC 5,907 575,000 0.01%
210 TELEMUS CAPITAL, LLC 5,784 563,000 0.01%
211 FIRST CITIZENS BANK & TRUST CO 5,609 546,000 0.01%
212 MOSAIC FAMILY WEALTH, LLC 5,611 546,000 0.01%
213 Caprock Group, LLC 5,497 535,000 0.01%
214 BESSEMER GROUP INC 5,296 515,000 0.01%
215 FDx Advisors, Inc. 5,252 511,000 0.01%
216 Liberty Capital Management, Inc. 5,095 510,000 0.01%
217 BRIGHTON JONES LLC 5,234 509,771 0.01% SH
218 YORKBRIDGE WEALTH PARTNERS, LLC 5,096 504,000 0.01%
219 FineMark National Bank & Trust 5,124 499,000 0.01%
220 LifePlan Financial Group, Inc 4,947 482,000 0.01%
221 QUADRANT CAPITAL GROUP LLC 4,921 474,000 0.01%
222 Burt Wealth Advisors 4,823 470,000 0.01%
223 V WEALTH MANAGEMENT,LLC 4,853 470,000 0.01%
224 NTV ASSET MANAGEMENT LLC 4,800 467,000 0.01%
225 VOYA INVESTMENT MANAGEMENT LLC 4,777 465,000 0.01%
226 FIRST NATIONAL TRUST CO 4,778 465,000 0.01%
227 Pure Financial Advisors, LLC 4,745 462,000 0.01%
228 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,723 460,000 0.01%
229 BELLWETHER INVESTMENT GROUP, LLC 4,629 451,000 0.01%
230 HMS CAPITAL MANAGEMENT, LLC 4,616 450,000 0.01%
231 Capital Analysts, LLC 4,615 449,000 0.01%
232 BSC PRIVATE WEALTH MANAGEMENT, LLC 4,433 435,000 0.01%
233 GILBERT & COOK, INC. 4,337 422,000 0.01%
234 PARAMETRIC PORTFOLIO ASSOCIATES LLC 4,320 421,000 0.01%
235 People's United Financial, Inc. 4,308 420,000 0.01%
236 MAI Capital Management 4,261 415,000 0.01%
237 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 4,255 414,000 0.01%
238 PARALLEL ADVISORS, LLC 4,222 411,000 0.01%
239 EATON VANCE MANAGEMENT 4,148 404,000 0.01%
240 Linscomb Wealth, Inc. 4,128 402,000 0.01%
241 1ST SOURCE BANK 4,050 394,000 0.01%
242 Wilmington Savings Fund Society, FSB 4,036 393,000 0.01%
243 VOYA FINANCIAL ADVISORS, INC. 4,001 392,000 0.01%
244 Heritage Wealth Advisors 4,015 391,000 0.01%
245 MERIDIAN MANAGEMENT CO 3,990 389,000 0.01%
246 Cohen Capital Management, Inc. 3,985 388,000 0.01%
247 SIGNET FINANCIAL MANAGEMENT, LLC 3,954 385,000 0.01%
248 ASPIRIANT, LLC 3,937 383,000 0.01%
249 Johnson Financial Group, Inc. 3,785 369,000 0.01%
250 WELL DONE, LLC 3,771 367,000 0.01%
Page 5 of 9

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.