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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
201 Sequoia Financial Advisors, LLC 4,688 679,000 0.00%
202 Rathbones Group PLC 4,714 683,000 0.00%
203 PINNACLE ASSOCIATES LTD 4,791 694,000 0.00%
204 Reynders McVeigh Capital Management, LLC 4,805 696,000 0.00%
205 WEALTHCARE CAPITAL MANAGEMENT LLC 5,011 726,000 0.00%
206 Moors & Cabot, Inc. 5,017 727,000 0.00%
207 CENTRAL TRUST Co 5,069 734,000 0.00%
208 Marquette Asset Management, LLC 5,076 735,000 0.00%
209 CIBC BANK USA 5,099 738,000 0.00%
210 COLONY GROUP LLC 5,111 740,000 0.00%
211 Somerset Trust Co 5,282 765,000 0.00%
212 SCHRODER INVESTMENT MANAGEMENT GROUP 5,300 767,000 0.00%
213 Carroll Financial Associates, Inc. 5,332 780,000 0.00%
214 Stelac Advisory Services LLC 6,600 790,000 0.00%
215 Lyons Wealth Management, LLC. 5,533 800,000 0.00%
216 Capital Analysts, LLC 5,568 806,355 0.00%
217 HIGHLAND CAPITAL MANAGEMENT, LLC 5,597 810,000 0.00%
218 J.P. Turner & Co Capital Mnagement, LLC 5,602 812,000 0.00%
219 INVESTMENT CENTERS OF AMERICA INC 5,647 812,000 0.00%
220 GAMBLE JONES INVESTMENT COUNSEL 5,640 817,000 0.00%
221 WEATHERLY ASSET MANAGEMENT L. P. 5,662 820,000 0.00%
222 MOODY LYNN & LIEBERSON, LLC 5,702 826,000 0.00%
223 BURKE & HERBERT BANK & TRUST CO 5,723 829,000 0.00%
224 Partnervest Advisory Services LLC 5,752 832,000 0.00%
225 TELEMUS CAPITAL, LLC 5,906 855,000 0.01%
226 EXENCIAL WEALTH ADVISORS, LLC 5,958 856,000 0.01%
227 Dominick & Dominick LLC 5,935 859,000 0.01%
228 PACIFIC FINANCIAL GROUP INC 5,958 863,000 0.01%
229 FINANCIAL COUNSELORS INC 6,085 881,000 0.01%
230 BURNS J W & CO INC/NY 6,214 900,000 0.01%
231 McKinley Carter Wealth Services, Inc. 6,264 907,000 0.01%
232 HANCOCK WHITNEY CORP 6,369 922,000 0.01%
233 Willingdon Wealth Management 6,391 925,000 0.01%
234 Advisory Services Network, LLC 6,547 931,000 0.01%
235 FRONT BARNETT ASSOCIATES LLC 6,554 949,000 0.01%
236 Fusion Investment Group, LLC 6,582 952,000 0.01%
237 Cypress Capital Group 6,626 959,000 0.01%
238 Parkside Financial Bank & Trust 6,640 961,000 0.01%
239 BAHL & GAYNOR INC 6,667 965,000 0.01%
240 Essex Financial Services, Inc. 6,686 968,000 0.01%
241 FINANCIAL CONSULATE, INC 6,704 971,000 0.01%
242 Investors Capital Advisory Services 6,746 976,000 0.01%
243 Johnson Financial Group, Inc. 6,750 977,000 0.01%
244 Segment Wealth Management, LLC 6,810 986,000 0.01%
245 Alerus Investment Advisors Corp 6,991 1,012,000 0.01%
246 TWO SIGMA SECURITIES, LLC 7,178 1,039,000 0.01%
247 Regal Investment Advisors LLC 7,227 1,046,000 0.01%
248 SOUTH TEXAS MONEY MANAGEMENT LTD 7,286 1,055,000 0.01%
249 1834 INVESTMENT ADVISORS CO 7,291 1,056,000 0.01%
250 Smith & Howard Wealth Management, LLC 7,358 1,065,000 0.01%
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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.