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

Institutional Holders (2015Q1)
Portfolio Summary: 615 Institutional holders with a total value of $9,291,446,451.
#
Manager Name
Shares
Value ($)
%
Options
Notes
551 Bartlett & Co. LLC 850 100,000 0.00%
552 Genesis Wealth Advisors, LLC 844 99,482 0.00%
553 US FINANCIAL ADVISORS, LLC 819 97,000 0.00%
554 Manchester Capital Management LLC 759 89,000 0.00%
555 Vigilant Capital Management, LLC 750 89,000 0.00%
556 FIRST NATIONAL BANK SIOUX FALLS 742 88,000 0.00%
557 Barrett Asset Management, LLC 708 84,000 0.00%
558 ZIONS BANCORPORATION 609 72,000 0.00%
559 REILLY FINANCIAL ADVISORS, LLC 575 68,000 0.00%
560 Winslow, Evans & Crocker, Inc. 562 66,334 0.00%
561 WEALTHFRONT CORP 548 65,000 0.00%
562 CAPITAL GUARDIAN TRUST CO 551 65,000 0.00%
563 Burt Wealth Advisors 564 60,000 0.00%
564 Joel Isaacson & Co., LLC 505 60,000 0.00%
565 MONROE BANK & TRUST/MI 500 59,000 0.00%
566 INTERACTIVE FINANCIAL ADVISORS, INC. 490 58,000 0.00%
567 Lowe Wealth Advisors, LLC 477 56,000 0.00%
568 People's United Financial, Inc. 431 51,000 0.00%
569 North Star Investment Management Corp. 426 50,000 0.00%
570 NewSquare Capital LLC 400 47,000 0.00%
571 TCI Wealth Advisors, Inc. 386 46,000 0.00%
572 ROBLE, BELKO & COMPANY, INC 392 46,000 0.00%
573 TD Capital Management LLC 385 45,000 0.00%
574 Dunvegan Associates, Inc. 372 44,000 0.00%
575 SIGNATUREFD, LLC 347 41,000 0.00%
576 BENJAMIN F. EDWARDS & COMPANY, INC. 343 40,000 0.00%
577 DUBUQUE BANK & TRUST CO 342 40,000 0.00%
578 Capital Directions Investment Advisors, LLC 342 40,000 0.00%
579 BRUDERMAN ASSET MANAGEMENT, LLC 330 39,000 0.00%
580 VALLEY NATIONAL ADVISERS INC 330 39,000 0.00%
581 Orion Porfolio Solutions, LLC 328 39,000 0.00%
582 FIRST MANHATTAN CO. LLC. 325 38,000 0.00%
583 KINGS POINT CAPITAL MANAGEMENT 322 38,000 0.00%
584 First City Capital Management, Inc. 320 37,770 0.00%
585 THRIVENT FINANCIAL FOR LUTHERANS 306 36,000 0.00%
586 Cordasco Financial Network 300 35,000 0.00%
587 COUNTRY TRUST BANK 300 35,000 0.00%
588 Peachtree Investment Advisors, Inc. 300 35,000 0.00%
589 MANUFACTURERS LIFE INSURANCE COMPANY, THE 292 35,000 0.00%
590 Carroll Financial Associates, Inc. 284 34,000 0.00%
591 Hoxton Financial, Inc. 284 34,000 0.00%
592 FARMERS & MERCHANTS INVESTMENTS INC 239 28,000 0.00%
593 Archford Capital Strategies, LLC 230 27,147 0.00%
594 Hanson & Doremus Investment Management 209 25,000 0.00%
595 Glassman Wealth Services 200 24,000 0.00%
596 PITTENGER & ANDERSON INC 200 24,000 0.00%
597 UBS Group AG 200 24,000 0.00% Put
598 Formidable Asset Management, LLC 200 23,000 0.00%
599 Ledyard National Bank 170 20,000 0.00%
600 INVESTMENT PARTNERS, LTD. 153 18,000 0.00%
Page 12 of 13

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.