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

Institutional Holders (2014Q4)
Portfolio Summary: 371 Institutional holders with a total value of $3,794,723,890.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Stratos Wealth Partners, LTD. 139,456 11,777,530 0.31%
52 SEI INVESTMENTS CO 134,631 11,371,000 0.30%
53 Fisher Asset Management, LLC 130,307 11,004,000 0.29%
54 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 127,751 10,789,000 0.28%
55 Pinnacle Advisory Group, Inc. 124,408 10,506,000 0.28%
56 Commonwealth Equity Services, Inc 124,323 10,499,000 0.28%
57 Karpus Management, Inc. 122,969 10,385,000 0.27%
58 LADENBURG THALMANN FINANCIAL SERVICES INC. 121,049 10,223,000 0.27%
59 FDx Advisors, Inc. 110,158 9,303,000 0.25%
60 Robert W. Baird & Co. Inc 107,157 9,050,000 0.24%
61 COMMERCE BANK 96,105 8,116,000 0.21%
62 Valmark Advisers, Inc. 94,143 7,950,000 0.21%
63 GOLDMAN SACHS GROUP INC 93,621 7,906,000 0.21%
64 LEAVELL INVESTMENT MANAGEMENT, INC. 83,335 7,038,000 0.19%
65 Estate Counselors, LLC 82,710 6,985,000 0.18%
66 BNP PARIBAS FINANCIAL MARKETS 80,267 6,778,548 0.18%
67 Live Your Vision, LLC 79,260 6,720,000 0.18%
68 FIDUCIARY TRUST CO 78,279 6,611,000 0.17%
69 NatWest Group plc 77,160 6,516,000 0.17%
70 MEEDER ASSET MANAGEMENT INC 76,725 6,479,000 0.17%
71 Advisory Alpha, LLC 73,845 6,236,000 0.16%
72 BANK HAPOALIM BM 72,480 6,121,000 0.16% PRN
73 DEUTSCHE BANK AG\ 71,864 6,066,000 0.16%
74 UNITED CAPITAL FINANCIAL ADVISORS, LLC 71,111 6,005,000 0.16%
75 VALLEY NATIONAL BANCORP 67,366 5,689,000 0.15%
76 FIFTH THIRD BANCORP 67,030 5,661,000 0.15%
77 SCOTIA CAPITAL INC. 64,070 5,408,000 0.14%
78 Carlton Hofferkamp & Jenks Wealth Management, LLC 63,885 5,395,000 0.14%
79 M&T BANK CORP 63,848 5,392,000 0.14%
80 PALLADIEM, LLC 62,795 5,303,000 0.14%
81 HM PAYSON & CO 61,717 5,212,000 0.14%
82 HSBC HOLDINGS PLC 61,190 5,169,000 0.14%
83 HL FINANCIAL SERVICES LLC 60,208 5,085,000 0.13%
84 Orion Porfolio Solutions, LLC 59,209 5,000,000 0.13%
85 First Allied Advisory Services, Inc. 59,060 4,976,000 0.13%
86 STOCK YARDS BANK & TRUST CO 58,882 4,973,000 0.13%
87 Frontier Wealth Management LLC 58,657 4,954,000 0.13%
88 GREAT LAKES ADVISORS, LLC 56,420 4,765,000 0.13%
89 First Heartland Consultants, Inc. 55,016 4,646,000 0.12%
90 ETRADE Capital Management LLC 54,143 4,573,000 0.12%
91 AMERICAN INTERNATIONAL GROUP, INC. 53,923 4,553,766 0.12%
92 Twele Capital Management, Inc. 52,591 4,441,000 0.12%
93 BANK OF MONTREAL /CAN/ 51,947 4,388,000 0.12%
94 Diversified Portfolios, Inc. 51,879 4,381,000 0.12%
95 HighTower Advisors, LLC 51,338 4,336,000 0.11%
96 Cambridge Investment Research Advisors, Inc. 51,299 4,332,000 0.11%
97 CITY NATIONAL BANK 50,804 4,290,000 0.11%
98 BlackRock Finance, Inc. 49,978 4,221,000 0.11%
99 Kingfisher Capital LLC 49,051 4,142,000 0.11%
100 TRUIST FINANCIAL CORP 48,370 4,085,000 0.11%
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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.