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

Institutional Holders (2017Q2)
Portfolio Summary: 419 Institutional holders with a total value of $4,945,218,017.
#
Manager Name
Shares
Value ($)
%
Options
Notes
301 Perigon Wealth Management, LLC 2,430 263,000 0.01%
302 WHITTIER TRUST CO OF NEVADA INC 2,428 263,000 0.01%
303 BREMER TRUST NATIONAL ASSOCIATION 2,405 260,000 0.01%
304 HBK Sorce Advisory LLC 2,392 258,000 0.01%
305 AMERICAN ECONOMIC PLANNING GROUP INC /ADV 2,325 251,000 0.01%
306 DAVIS R M INC 2,280 246,000 0.00%
307 MIDDLETON & CO INC/MA 2,250 243,000 0.00%
308 ARMOR INVESTMENT ADVISORS, LLC 2,250 243,000 0.00%
309 Oxbow Advisors, LLC 2,191 237,000 0.00%
310 COLDSTREAM CAPITAL MANAGEMENT INC 2,155 233,000 0.00%
311 FLAGSHIP HARBOR ADVISORS, LLC 2,154 233,000 0.00%
312 Geneva Advisors, LLC 2,156 233,000 0.00%
313 KCM INVESTMENT ADVISORS LLC 2,110 228,000 0.00%
314 Gratus Capital, LLC 2,090 226,000 0.00%
315 M Holdings Securities, Inc. 2,079 225,000 0.00%
316 Rehmann Capital Advisory Group 2,015 218,000 0.00%
317 CAMBRIDGE TRUST CO 2,015 218,000 0.00%
318 BERKSHIRE ASSET MANAGEMENT LLC/PA 1,999 216,000 0.00%
319 IFC Holdings Incorporated/FL 1,976 214,000 0.00%
320 PINNACLE ASSOCIATES LTD 1,925 208,000 0.00%
321 LVZ, Inc. 1,909 206,000 0.00%
322 Essex Financial Services, Inc. 1,894 205,000 0.00%
323 SAGE CAPITAL ADVISORS,LLC 1,864 201,000 0.00%
324 SIMPLEX TRADING, LLC 1,852 200,000 0.00%
325 Plante Moran Financial Advisors, LLC 1,778 192,000 0.00%
326 Ballentine Partners, LLC 1,671 184,000 0.00%
327 Carroll Financial Associates, Inc. 1,602 173,000 0.00%
328 NEXT Financial Group, Inc 1,570 170,000 0.00%
329 D.A. DAVIDSON & CO. 1,573 169,000 0.00%
330 CUTLER GROUP LLC / CA 1,452 156,000 0.00%
331 OMNIA FAMILY WEALTH, LLC 1,365 148,000 0.00%
332 Smithfield Trust Co 1,341 145,000 0.00%
333 ROCKEFELLER FINANCIAL SERVICES INC 1,200 130,000 0.00%
334 HOERTKORN RICHARD CHARLES 1,132 122,000 0.00%
335 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,100 121,000 0.00%
336 WFG Advisors, LP 1,119 121,000 0.00%
337 CWM, LLC 1,123 121,000 0.00%
338 BRONFMAN E.L. ROTHSCHILD, L.P. 1,102 119,000 0.00%
339 Capital Advisors, Ltd. LLC 1,102 119,000 0.00%
340 HARFST & ASSOCIATES, INC. 989 106,000 0.00%
341 TRUST DEPARTMENT MB FINANCIAL BANK N A 955 103,000 0.00%
342 WEBSTER BANK, N. A. 945 102,000 0.00%
343 DUNCKER STREETT & CO INC 895 97,000 0.00%
344 Private Ocean, LLC 880 95,000 0.00%
345 BALENTINE LLC 825 89,000 0.00%
346 KINGS POINT CAPITAL MANAGEMENT 794 86,000 0.00%
347 Chicago Partners Investment Group LLC 814 84,000 0.00%
348 EDGE ADVISORS, LLC 730 78,000 0.00%
349 Orion Porfolio Solutions, LLC 686 74,000 0.00%
350 MassMutual Private Wealth & Trust, FSB 650 70,246 0.00%
Page 7 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.