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

Institutional Holders (2014Q4)
Portfolio Summary: 243 Institutional holders with a total value of $2,946,405,695.
#
Manager Name
Shares
Value ($)
%
Options
Notes
201 Stillwater Capital Advisors, LLC 66,349 7,209,000 0.24%
202 NEW YORK LIFE INVESTMENT MANAGEMENT LLC 70,303 7,340,000 0.25%
203 AMERICAN INTERNATIONAL GROUP, INC. 74,005 7,726,121 0.26%
204 Brookstone Capital Management 78,359 8,181,000 0.28%
205 Clark Capital Management Group, Inc. 78,860 8,233,000 0.28%
206 Advisors Preferred, LLC 79,662 8,316,712 0.28%
207 BENJAMIN F. EDWARDS & COMPANY, INC. 82,843 8,649,000 0.29%
208 HOWARD CAPITAL MANAGEMENT 85,839 8,962,000 0.30%
209 Baker Avenue Asset Management, LP 89,640 9,358,000 0.32%
210 Tower Research Capital LLC (TRC) 95,494 9,970,000 0.34%
211 OPPENHEIMER & CO INC 97,090 10,136,000 0.34%
212 CONFLUENCE INVESTMENT MANAGEMENT LLC 100,705 10,514,000 0.36%
213 CITIGROUP INC 111,553 11,647,000 0.40%
214 JPMORGAN CHASE & CO 123,968 12,942,000 0.44%
215 Quantitative Advantage, LLC 127,051 13,264,000 0.45%
216 Atria Investments, Inc 135,731 14,170,000 0.48%
217 HSBC HOLDINGS PLC 144,667 15,112,000 0.51%
218 Arrow Investment Advisors, LLC 179,624 18,753,000 0.64%
219 PACIFIC FINANCIAL GROUP INC 189,007 19,732,000 0.67%
220 ROYAL BANK OF CANADA 191,175 19,959,000 0.68%
221 Prospera Financial Services Inc 202,633 21,155,000 0.72%
222 CINQUE PARTNERS LLC 208,108 21,726,000 0.74%
223 AVIANCE CAPITAL MANAGEMENT, LLC 229,614 23,972,000 0.81%
224 PNC FINANCIAL SERVICES GROUP, INC. 240,539 25,113,000 0.85%
225 BlackRock Investment Management, LLC 292,054 30,490,000 1.03%
226 Beaumont Financial Partners, LLC 332,221 34,684,000 1.18%
227 LPL Financial LLC 338,043 35,292,000 1.20%
228 UNITED CAPITAL FINANCIAL ADVISORS, LLC 340,868 35,587,000 1.21%
229 Placemark Investments, Inc. 410,709 42,878,000 1.46%
230 Giralda Advisors, LLC 421,750 44,031,000 1.49%
231 ENVESTNET ASSET MANAGEMENT INC 483,498 50,477,000 1.71%
232 UBS Group AG 571,204 59,634,000 2.02%
233 WELLS FARGO & COMPANY/MN 815,203 85,106,000 2.89%
234 Transamerica Financial Advisors, LLC 844,901 88,208,000 2.99%
235 Pinnacle Advisory Group, Inc. 856,149 89,382,000 3.03%
236 ASSETMARK, INC 876,497 91,506,000 3.11%
237 GOLDMAN SACHS GROUP INC 958,489 100,066,000 3.40%
238 BB&T SECURITIES, LLC 99,541 103,921,000 3.53%
239 BLACKROCK ADVISORS LLC 1,549,875 161,807,000 5.49%
240 F-Squared Investment Management, LLC 1,569,552 163,861,000 5.56%
241 MORGAN STANLEY 1,689,265 176,359,000 5.99%
242 BANK OF AMERICA CORP /DE/ 1,792,837 187,172,000 6.35%
243 AMERIPRISE FINANCIAL INC 5,771,934 768,382,000 26.08%
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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.