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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
251 Investors Capital Advisory Services 4,157 351,000 0.01%
252 PINNACLE ASSOCIATES LTD 4,124 348,000 0.01%
253 Efficient Market Advisors, LLC 4,090 345,000 0.01%
254 PRUDENTIAL PLC 4,000 338,000 0.01%
255 Lincoln Capital LLC 3,985 337,000 0.01%
256 Beaumont Financial Partners, LLC 3,855 326,000 0.01%
257 CAPE COD FIVE CENTS SAVINGS BANK 3,801 321,000 0.01%
258 Jackson Wealth Management, LLC 3,721 314,000 0.01%
259 B. Riley Wealth Advisors, Inc. 3,697 312,000 0.01%
260 THOMASPARTNERS, INC. 3,684 311,000 0.01%
261 D.A. DAVIDSON & CO. 3,700 310,000 0.01%
262 Brookstone Capital Management 3,569 301,000 0.01%
263 NEW ENGLAND SECURITIES CORP /MA/ 3,556 300,000 0.01%
264 Coastline Trust Co 3,555 300,000 0.01%
265 EFG Private Wealth Management (Americas) Corp. 3,423 289,000 0.01%
266 SPINNAKER TRUST 3,404 287,000 0.01%
267 DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,300 279,000 0.01%
268 AVALON CAPITAL MANAGEMENT 3,299 279,000 0.01%
269 Sandy Spring Bank 3,251 275,000 0.01%
270 IFC Holdings Incorporated/FL 3,285 274,000 0.01%
271 AllSquare Wealth Management LLC 3,250 274,000 0.01%
272 Simplicity Solutions, LLC 3,235 273,155 0.01%
273 Horizon Kinetics LLC 3,120 263,000 0.01%
274 Mariner, LLC 3,109 263,000 0.01%
275 NORTHEAST INVESTMENT MANAGEMENT 3,095 261,000 0.01%
276 Parasol Investment Management, LLC 3,035 256,000 0.01%
277 Shoker Investment Counsel, Inc. 3,014 254,000 0.01%
278 BANQUE PICTET & CIE SA 3,000 253,000 0.01%
279 FRANKLIN RESOURCES INC 2,956 250,000 0.01%
280 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 2,950 249,000 0.01%
281 WESBANCO BANK INC 2,920 246,000 0.01%
282 VALLEY NATIONAL ADVISERS INC 2,895 244,000 0.01%
283 ST GERMAIN D J CO INC 2,840 240,000 0.01%
284 Hudock, Inc. 2,833 239,000 0.01%
285 Archford Capital Strategies, LLC 2,813 238,000 0.01%
286 Westover Capital Advisors, LLC 2,802 237,000 0.01%
287 CAPSTONE ASSET MANAGEMENT CO 2,797 236,000 0.01%
288 BlackRock Japan Co. Ltd 2,794 236,000 0.01%
289 Perigon Wealth Management, LLC 2,782 235,000 0.01%
290 FORTE CAPITAL LLC /ADV 2,750 232,000 0.01%
291 ETF Portfolio Partners, Inc. 2,734 231,000 0.01%
292 Partnervest Advisory Services LLC 2,712 229,000 0.01%
293 PETTYJOHN, WOOD & WHITE, INC 2,700 228,000 0.01%
294 Mizuho Asset Management Co.,Ltd. 2,670 225,000 0.01%
295 PEDDOCK CAPITAL ADVISORS, LLC 2,663 225,000 0.01%
296 FOUNDERS BANK & TRUST 2,612 221,000 0.01%
297 NEXT Financial Group, Inc 2,589 219,000 0.01%
298 Hugh Johnson Advisors LLC 2,522 213,000 0.01%
299 BEACON FINANCIAL GROUP 2,513 212,000 0.01%
300 Capital Advantage, Inc. 2,505 212,000 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.