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

Institutional Holders (2014Q4)
Portfolio Summary: 584 Institutional holders with a total value of $9,232,104,258.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 North Star Investment Management Corp. 426 49,000 0.00%
52 People's United Financial, Inc. 431 49,000 0.00%
53 Lowe Wealth Advisors, LLC 477 54,000 0.00%
54 MONROE BANK & TRUST/MI 500 57,000 0.00%
55 Joel Isaacson & Co., LLC 505 58,000 0.00%
56 CAPITAL GUARDIAN TRUST CO 551 61,000 0.00%
57 Itau USA Asset Management Inc. 550 63,000 0.00%
58 Burt Wealth Advisors 564 64,000 0.00%
59 Winslow, Evans & Crocker, Inc. 562 64,102 0.00%
60 REILLY FINANCIAL ADVISORS, LLC 575 66,000 0.00%
61 Barrett Asset Management, LLC 658 75,000 0.00%
62 Parallax Volatility Advisers, L.P. 677 77,000 0.00%
63 Plante Moran Financial Advisors, LLC 700 80,000 0.00%
64 Sensible Financial Planning & Management, LLC. 703 80,000 0.00%
65 WEALTHCARE CAPITAL MANAGEMENT LLC 751 86,000 0.00%
66 Vigilant Capital Management, LLC 750 86,000 0.00%
67 Manchester Capital Management LLC 759 87,000 0.00%
68 FIRST NATIONAL BANK SIOUX FALLS 770 88,000 0.00%
69 Parallax Volatility Advisers, L.P. 800 91,000 0.00% Call
70 Bartlett & Co. LLC 850 97,000 0.00%
71 Genesis Wealth Advisors, LLC 844 98,579 0.00%
72 THOMPSON SIEGEL & WALMSLEY LLC 865 99,000 0.00%
73 Raab & Moskowitz Asset Management LLC 899 103,000 0.00%
74 Psagot Value Holdings Ltd. 1,000 114,000 0.00%
75 SEI INVESTMENTS CO 1,029 117,000 0.00%
76 Brick & Kyle, Associates 1,050 120,000 0.00%
77 Pinnacle Summer Investments, Inc. 1,100 121,000 0.00%
78 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,080 123,000 0.00%
79 Johnson Financial Group, Inc. 1,100 125,000 0.00%
80 US FINANCIAL ADVISORS, LLC 1,127 129,000 0.00%
81 MYCIO WEALTH PARTNERS, LLC 1,204 137,000 0.00%
82 Kistler-Tiffany Companies, LLC 1,259 144,000 0.00%
83 ARROW FINANCIAL CORP 1,411 161,000 0.00%
84 Alexandria Capital, LLC 1,518 173,000 0.00%
85 SYNOVUS FINANCIAL CORP 1,647 188,000 0.00%
86 AMERICAN NATIONAL BANK & TRUST 1,678 191,000 0.00%
87 JANE STREET GROUP, LLC 1,778 203,000 0.00%
88 CITY HOLDING CO 1,795 205,000 0.00%
89 TRUST DEPARTMENT MB FINANCIAL BANK N A 1,822 208,000 0.00%
90 Spectrum Management Group, LLC 1,824 208,000 0.00%
91 Commonwealth Financial Services, LLC 1,835 209,000 0.00%
92 LBA Wealth Management, LLC 1,850 211,000 0.00%
93 REGENTATLANTIC CAPITAL LLC 1,853 211,353 0.00%
94 FARR MILLER & WASHINGTON LLC/DC 1,859 212,000 0.00%
95 Renaissance Investment Group LLC 1,870 214,000 0.00%
96 UNITED BANK, INC. 1,880 214,000 0.00%
97 STEPHENS INC /AR/ 1,895 216,000 0.00%
98 STALEY CAPITAL ADVISERS INC 1,900 217,000 0.00%
99 Horizon Investment Services, LLC 1,905 217,000 0.00%
100 Aris Wealth Services, Inc. 1,924 219,000 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.