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

Institutional Holders (2014Q4)
Portfolio Summary: 283 Institutional holders with a total value of $2,415,469,889.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 DUMONT & BLAKE INVESTMENT ADVISORS LLC 13,452 1,720,000 0.07%
102 UNITED CAPITAL FINANCIAL ADVISORS, LLC 13,178 1,685,000 0.07%
103 Neumann Capital Management, LLC 12,793 1,635,000 0.07%
104 GREENLEAF TRUST 12,636 1,615,000 0.07%
105 GLENMEDE TRUST CO NA 12,371 1,580,000 0.07%
106 CITIGROUP INC 12,199 1,560,000 0.06%
107 BLAIR WILLIAM & CO/IL 12,188 1,557,000 0.06%
108 LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 11,926 1,525,000 0.06%
109 First Horizon Advisors, Inc. 11,405 1,465,000 0.06%
110 PINNACLE FINANCIAL PARTNERS INC 11,030 1,410,000 0.06%
111 MILLIE CAPITAL MANAGEMENT, LLC 10,699 1,368,000 0.06%
112 AMERICAN INTERNATIONAL GROUP, INC. 9,934 1,269,929 0.05%
113 Bangor Savings Bank 9,913 1,267,000 0.05%
114 HIGHLAND CAPITAL MANAGEMENT, LLC 9,643 1,233,000 0.05%
115 Family Firm, Inc. 9,445 1,207,000 0.05%
116 SECURITY NATIONAL TRUST CO 9,425 1,205,000 0.05%
117 MV CAPITAL MANAGEMENT, INC. 9,411 1,203,000 0.05%
118 BANK OF THE WEST 8,546 1,092,000 0.05%
119 Avior Wealth Management, LLC 8,348 1,067,000 0.04%
120 Bank of Kentucky, Inc. 8,014 1,024,000 0.04%
121 FMR LLC 7,903 1,010,000 0.04%
122 Yellowstone Partners, LLC 7,692 983,000 0.04%
123 MANUFACTURERS LIFE INSURANCE COMPANY, THE 7,679 982,000 0.04%
124 B. Riley Wealth Advisors, Inc. 7,672 981,000 0.04%
125 TIEMANN INVESTMENT ADVISORS, LLC 7,401 946,000 0.04%
126 Cetera Advisors LLC 7,254 932,000 0.04%
127 BAR HARBOR WEALTH MANAGEMENT 7,172 917,000 0.04%
128 Sigma Planning Corp 7,121 910,000 0.04%
129 Marquette Asset Management, LLC 7,096 907,000 0.04%
130 Private Ocean, LLC 6,882 880,000 0.04%
131 CADENCE BANK NA 6,839 874,000 0.04%
132 WHITTIER TRUST CO OF NEVADA INC 6,810 871,000 0.04%
133 Stratos Wealth Partners, LTD. 6,800 869,639 0.04%
134 Destination Wealth Management 6,461 826,000 0.03%
135 Placemark Investments, Inc. 6,340 812,000 0.03%
136 Cetera Advisor Networks LLC 6,216 794,000 0.03%
137 SNS Financial Group, LLC 5,909 755,000 0.03%
138 Private Wealth Advisors, Inc. 5,899 754,000 0.03%
139 BESSEMER GROUP INC 5,869 750,000 0.03%
140 ASSOCIATED BANC-CORP 5,850 748,000 0.03%
141 REGENTATLANTIC CAPITAL LLC 5,844 747,039 0.03%
142 Investors Capital Advisory Services 5,770 737,000 0.03%
143 Arete Wealth Advisors, LLC 5,445 696,000 0.03%
144 One Capital Management, LLC 5,111 653,000 0.03%
145 Freedom Investment Management, Inc. 5,070 648,000 0.03%
146 Alexandria Capital, LLC 4,986 637,000 0.03%
147 Peak Asset Management, LLC 4,849 620,000 0.03%
148 RAYMOND JAMES TRUST N.A. 4,835 619,000 0.03%
149 Bragg Financial Advisors, Inc 4,762 609,000 0.03%
150 KANAWHA CAPITAL MANAGEMENT LLC 4,700 601,000 0.02%
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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.