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

Institutional Holders (2014Q4)
Portfolio Summary: 87 Institutional holders with a total value of $109,161,477.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Boston Standard Wealth Management, LLC 2,415 203,000 0.19%
52 D.A. DAVIDSON & CO. 2,112 181,000 0.17%
53 REGENTATLANTIC CAPITAL LLC 1,941 167,149 0.15%
54 AllSquare Wealth Management LLC 1,865 161,000 0.15%
55 Creative Planning 1,863 160,000 0.15%
56 Winslow, Evans & Crocker, Inc. 1,830 157,582 0.14%
57 NEW ENGLAND SECURITIES CORP /MA/ 1,698 146,000 0.13%
58 BENJAMIN F. EDWARDS & COMPANY, INC. 1,685 145,000 0.13%
59 Alexandria Capital, LLC 1,591 137,000 0.13%
60 MUFG Americas Holdings Corp 1,375 118,000 0.11%
61 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,328 115,000 0.11%
62 Pinnacle Summer Investments, Inc. 1,302 112,000 0.10%
63 THRIVENT FINANCIAL FOR LUTHERANS 1,250 108,000 0.10%
64 NEXT Financial Group, Inc 1,220 105,000 0.10%
65 AMERICAN INTERNATIONAL GROUP, INC. 1,122 96,618 0.09%
66 Advisory Services Network, LLC 1,111 94,000 0.09%
67 DUNCKER STREETT & CO INC 1,070 92,000 0.08%
68 Cranbrook Wealth Management, LLC 1,069 92,000 0.08%
69 JNBA Financial Advisors 817 70,000 0.06%
70 B. Riley Wealth Advisors, Inc. 600 52,000 0.05%
71 First City Capital Management, Inc. 555 47,791 0.04%
72 Focused Wealth Management, Inc 520 45,000 0.04%
73 Barrett Asset Management, LLC 485 42,000 0.04%
74 Parasol Investment Management, LLC 437 38,000 0.03%
75 Genesis Wealth Advisors, LLC 425 37,264 0.03%
76 MSI Financial Services Inc 325 28,000 0.03%
77 Stratos Wealth Partners, LTD. 264 22,733 0.02%
78 NATIONAL PLANNING CORP 228 19,340 0.02%
79 FOUNDERS BANK & TRUST 205 18,000 0.02%
80 Hoxton Financial, Inc. 163 14,000 0.01%
81 Patten Group, Inc. 125 11,000 0.01%
82 Ledyard National Bank 115 10,000 0.01%
83 Smithfield Trust Co 95 8,000 0.01%
84 Formidable Asset Management, LLC 50 4,000 0.00%
85 Stanford Investment Group, Inc. 45 4,000 0.00%
86 Tower Research Capital LLC (TRC) 32 3,000 0.00%
87 Parallax Volatility Advisers, L.P. 1 0 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.