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

Institutional Holders (2014Q4)
Portfolio Summary: 608 Institutional holders with a total value of $16,656,439,964.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 SOLARIS ASSET MANAGEMENT LLC 1,716 248,000 0.00%
102 Geneva Advisors, LLC 1,729 250,000 0.00%
103 Evanson Asset Management, LLC 1,753 254,000 0.00%
104 Blue Chip Partners, LLC 1,793 260,000 0.00%
105 Bison Wealth, LLC 1,802 261,000 0.00%
106 SALEM INVESTMENT COUNSELORS INC 1,813 263,000 0.00%
107 Neuberger Berman Group LLC 1,820 263,000 0.00%
108 Lourd Capital, LLC 1,831 265,000 0.00%
109 Courage Miller Partners, LLC 1,834 266,000 0.00%
110 Bragg Financial Advisors, Inc 1,850 268,000 0.00%
111 BROWN BROTHERS HARRIMAN & CO 1,855 269,000 0.00%
112 LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 1,895 274,000 0.00%
113 Fort Point Capital Partners LLC 1,905 276,000 0.00%
114 FIDUCIARY SERVICES CORP/GA 1,915 277,000 0.00%
115 LS Investment Advisors, LLC 1,925 279,000 0.00%
116 ADVANTAGE INVESTMENT MANAGEMENT, LLC 1,928 279,000 0.00%
117 VAUGHAN DAVID INVESTMENTS LLC/IL 1,931 280,000 0.00%
118 BAINCO INTERNATIONAL INVESTORS 1,950 282,000 0.00%
119 MILES CAPITAL, INC. 1,964 284,000 0.00%
120 DEARBORN PARTNERS LLC 1,956 284,000 0.00%
121 FormulaFolio Investments, LLC 1,978 286,000 0.00%
122 Azimuth Capital Management LLC 2,005 290,000 0.00%
123 CITY HOLDING CO 2,068 299,000 0.00%
124 TEXAS CAPITAL BANCSHARES INC/TX 2,136 309,000 0.00%
125 AFFINITY WEALTH MANAGEMENT LLC 2,171 314,000 0.00%
126 GUYASUTA INVESTMENT ADVISORS INC 2,190 317,000 0.00%
127 Glassman Wealth Services 2,254 326,000 0.00%
128 JANE STREET GROUP, LLC 2,276 330,000 0.00%
129 TIEMANN INVESTMENT ADVISORS, LLC 2,277 330,000 0.00%
130 KINGS POINT CAPITAL MANAGEMENT 2,305 334,000 0.00%
131 HHG & Company, LLC 2,406 348,000 0.00%
132 Confluence Wealth Management LLC 2,471 358,000 0.00%
133 Parallax Volatility Advisers, L.P. 2,500 362,000 0.00% Put
134 Hirtle Callaghan & Co LLC 2,500 362,000 0.00%
135 BUCKINGHAM STRATEGIC WEALTH, LLC 2,510 363,000 0.00%
136 Jacobus Wealth Management, Inc. 2,519 365,000 0.00%
137 MAIRS & POWER INC 2,555 370,000 0.00%
138 HighTower Trust Company, N.A. 2,591 375,000 0.00%
139 WILLIAMS JONES & ASSOCIATES LLC 2,622 380,000 0.00%
140 WMS Partners, LLC 2,641 382,000 0.00%
141 Coastline Trust Co 2,650 384,000 0.00%
142 Parallax Volatility Advisers, L.P. 2,665 386,000 0.00%
143 DAVENPORT & Co LLC 2,666 386,037 0.00%
144 Capital Advisors, Ltd. LLC 2,671 387,000 0.00%
145 Perigon Wealth Management, LLC 2,701 391,000 0.00%
146 FORBES J M & CO LLP 2,663 393,000 0.00%
147 WESBANCO BANK INC 2,787 404,000 0.00%
148 FIRST WILSHIRE SECURITIES MANAGEMENT INC 2,800 405,000 0.00%
149 ASSOCIATED BANC-CORP 2,796 405,000 0.00%
150 Savant Capital, LLC 2,830 410,000 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.