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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
151 Brookmont Capital Management 2,835 411,000 0.00%
152 Tortoise Investment Management, LLC 2,839 411,000 0.00%
153 Bartlett & Co. LLC 2,901 420,000 0.00%
154 MIDDLETON & CO INC/MA 2,906 421,000 0.00%
155 TRUST CO OF TOLEDO NA /OH/ 2,950 427,000 0.00%
156 Opus Capital Group, LLC 2,960 429,000 0.00%
157 TRUST DEPARTMENT MB FINANCIAL BANK N A 2,976 431,000 0.00%
158 1ST SOURCE BANK 3,036 440,000 0.00%
159 Endurance Wealth Management, Inc. 3,050 441,000 0.00%
160 TORONTO DOMINION BANK 3,093 447,000 0.00%
161 Baker Avenue Asset Management, LP 3,119 452,000 0.00%
162 NAPLES GLOBAL ADVISORS, LLC 3,125 453,000 0.00%
163 Ancora Advisors LLC 3,170 459,000 0.00%
164 SHAPIRO ROBERT N 3,218 466,000 0.00%
165 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 3,223 467,000 0.00%
166 Country Club Trust Company, n.a. 3,240 469,000 0.00%
167 Stanford Investment Group, Inc. 3,246 470,000 0.00%
168 QCI ASSET MANAGEMENT INC/NY 3,253 471,000 0.00%
169 STEPHENS INC /AR/ 3,293 477,000 0.00%
170 People's United Financial, Inc. 3,309 479,000 0.00%
171 CANANDAIGUA NATIONAL BANK & TRUST CO 3,331 482,000 0.00%
172 Joel Isaacson & Co., LLC 3,385 490,000 0.00%
173 Brown Advisory Securities, LLC 3,443 500,000 0.00%
174 BESSEMER GROUP INC 3,460 501,000 0.00%
175 Kavar Capital Partners, LLC 3,483 504,000 0.00%
176 AMERICAN NATIONAL BANK & TRUST 3,498 507,000 0.00%
177 Dorsey & Whitney Trust CO LLC 3,570 517,000 0.00%
178 Yellowstone Partners, LLC 3,588 520,000 0.00%
179 MARCO INVESTMENT MANAGEMENT LLC 3,595 521,000 0.00%
180 Greenwich Wealth Management LLC 3,672 532,000 0.00%
181 PRIO WEALTH LIMITED PARTNERSHIP 3,695 535,000 0.00%
182 PEAPACK GLADSTONE FINANCIAL CORP 3,702 536,050 0.00%
183 EP Wealth Advisors, LLC 3,785 548,000 0.00%
184 KWMG, LLC 3,750 550,000 0.00%
185 First Allied Asset Management, Inc. 3,851 557,000 0.00%
186 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,844 557,000 0.00%
187 AXA S.A. 3,855 558,000 0.00%
188 Busey Bank 3,984 577,000 0.00%
189 Li Winifred I 4,052 587,000 0.00%
190 SVA Wealth Management, LLC 4,121 597,000 0.00%
191 BRIGHTON JONES LLC 4,155 602,000 0.00%
192 BOSTON FAMILY OFFICE LLC 4,266 618,000 0.00%
193 DUNCKER STREETT & CO INC 4,284 620,000 0.00%
194 MID CONTINENT CAPITAL LLC/IL 4,313 625,000 0.00%
195 Janney Capital Management LLC 4,358 631,000 0.00% SH
196 CWM, LLC 4,436 642,000 0.00%
197 Estate Counselors, LLC 4,470 647,000 0.00%
198 AMARILLO NATIONAL BANK 4,544 658,000 0.00%
199 Salient Capital Advisors, LLC 4,562 661,000 0.00%
200 Prospera Financial Services Inc 4,576 663,000 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.