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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
151 King Wealth Management Group 58,052 6,621,000 0.07%
152 Sigma Planning Corp 57,611 6,571,000 0.07%
153 OLD NATIONAL BANCORP /IN/ 57,288 6,534,000 0.07%
154 B. Riley Wealth Advisors, Inc. 9,195 6,370,000 0.07%
155 Round Table Services, LLC 55,836 6,369,000 0.07%
156 TRUSTMARK BANK TRUST DEPARTMENT 55,638 6,346,000 0.07%
157 BRIDGES INVESTMENT COUNSEL INC/ 55,046 6,279,000 0.07%
158 Covington Capital Management 54,251 6,188,000 0.07%
159 Neumann Capital Management, LLC 53,360 6,086,000 0.07%
160 BOSTON FINANCIAL MANGEMENT LLC 53,186 6,066,000 0.07%
161 Retirement Systems of Alabama 53,116 6,058,000 0.07%
162 MassMutual Private Wealth & Trust, FSB 52,830 6,025,790 0.07%
163 EVERMAY WEALTH MANAGEMENT LLC 52,092 5,942,000 0.06%
164 D.A. DAVIDSON & CO. 50,744 5,786,000 0.06%
165 CIBC WORLD MARKET INC. 50,572 5,768,000 0.06%
166 JNBA Financial Advisors 50,518 5,762,000 0.06%
167 EATON VANCE MANAGEMENT 48,696 5,554,000 0.06%
168 PacWest Financial Management Inc 47,914 5,465,000 0.06%
169 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 47,533 5,422,000 0.06%
170 Traynor Capital Management, Inc. 47,185 5,381,000 0.06%
171 Shoker Investment Counsel, Inc. 46,355 5,287,000 0.06%
172 FIRST HAWAIIAN BANK 45,768 5,220,000 0.06%
173 PLANNING ALTERNATIVES LTD /ADV 45,360 5,174,000 0.06%
174 Exchange Capital Management, Inc. 44,268 5,053,000 0.05%
175 Leonetti & Associates, LLC 44,293 5,052,000 0.05%
176 Mariner, LLC 43,803 4,996,000 0.05%
177 VICUS CAPITAL 43,717 4,986,000 0.05%
178 TWO SIGMA ADVISERS, LP 42,900 4,893,000 0.05%
179 CAPSTONE ASSET MANAGEMENT CO 42,376 4,833,000 0.05%
180 GREENLEAF TRUST 42,344 4,830,000 0.05%
181 FLPUTNAM INVESTMENT MANAGEMENT CO 42,184 4,812,000 0.05%
182 FIRST MERCHANTS CORP 41,839 4,772,000 0.05%
183 JOHNSON INVESTMENT COUNSEL INC 41,150 4,693,000 0.05%
184 IFC Holdings Incorporated/FL 40,765 4,690,000 0.05%
185 MANAGED ACCOUNT ADVISORS LLC 41,069 4,684,000 0.05%
186 HighTower Advisors, LLC 40,731 4,646,000 0.05%
187 STANCORP INVESTMENT ADVISERS INC 40,589 4,630,000 0.05%
188 Fiduciary Trust Co International of Pennsylvania 40,499 4,619,000 0.05%
189 Hills Bank & Trust Co 40,174 4,582,000 0.05%
190 PineBridge Investments, L.P. 38,943 4,442,000 0.05%
191 CIM INVESTMENT MANAGEMENT INC 38,929 4,440,000 0.05%
192 Torch Wealth Management LLC 38,930 4,440,000 0.05%
193 Steigerwald, Gordon & Koch Inc. 38,701 4,391,000 0.05%
194 Ironwood Financial, llc 38,459 4,374,000 0.05%
195 BANK OF THE WEST 37,848 4,317,000 0.05%
196 Argentus Capital Management, LLC 37,830 4,315,000 0.05%
197 Goelzer Investment Management, Inc. 37,715 4,302,000 0.05%
198 MARTIN & CO INC /TN/ 37,238 4,247,000 0.05%
199 QCI ASSET MANAGEMENT INC/NY 37,033 4,224,000 0.05%
200 TWO SIGMA INVESTMENTS, LP 36,445 4,157,000 0.05%
Page 4 of 12

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.