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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 247 Institutional holders with a total value of $1,247,484,404.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Kavar Capital Partners, LLC 21 0 0.00%
2 Transamerica Financial Advisors, LLC 3 1,000 0.00%
3 Parallax Volatility Advisers, L.P. 36 1,000 0.00%
4 Archford Capital Strategies, LLC 57 2,000 0.00%
5 THOMPSON SIEGEL & WALMSLEY LLC 100 3,000 0.00%
6 Brookstone Capital Management 145 4,000 0.00%
7 Ironwood Financial, llc 160 4,000 0.00%
8 D'Orazio & Associates, Inc. 123 4,000 0.00%
9 People's United Financial, Inc. 150 4,000 0.00%
10 THRIVENT FINANCIAL FOR LUTHERANS 200 5,000 0.00%
11 Financial Architects, Inc 180 5,000 0.00%
12 REILLY FINANCIAL ADVISORS, LLC 200 5,000 0.00%
13 TRUST CO 200 5,000 0.00%
14 SOUTH GEORGIA CAPITAL, LLC 225 6,000 0.00%
15 Regal Investment Advisors LLC 292 7,000 0.00%
16 HIGHLAND CAPITAL MANAGEMENT, LLC 250 7,000 0.00%
17 Simplicity Solutions, LLC 266 7,094 0.00%
18 TCI Wealth Advisors, Inc. 284 8,000 0.00%
19 TRUST CO OF VERMONT 350 9,000 0.00%
20 Sandy Spring Bank 350 9,000 0.00%
21 ENTERPRISE FINANCIAL SERVICES CORP 377 10,000 0.00%
22 HOWE & RUSLING INC 430 11,000 0.00%
23 Strategic Capital Alternatives LLC 415 11,000 0.00%
24 Focused Wealth Management, Inc 397 11,000 0.00%
25 Evercore Wealth Management, LLC 464 12,000 0.00%
26 MONROE BANK & TRUST/MI 500 13,000 0.00%
27 WOODMONT INVESTMENT COUNSEL LLC 500 13,000 0.00%
28 Ledyard National Bank 470 13,000 0.00%
29 Waverly Advisors, LLC 500 13,000 0.00%
30 Bartlett & Co. LLC 490 13,000 0.00%
31 Winslow, Evans & Crocker, Inc. 550 14,670 0.00%
32 WASHINGTON TRUST BANK 600 16,000 0.00%
33 Dunvegan Associates, Inc. 645 17,000 0.00%
34 MANUFACTURERS LIFE INSURANCE COMPANY, THE 666 18,000 0.00%
35 Ruggie Capital Group 716 19,000 0.00%
36 INTEGRATED WEALTH MANAGEMENT 748 20,000 0.00%
37 Advisory Services Network, LLC 950 25,000 0.00%
38 GLENMEDE TRUST CO NA 1,000 26,000 0.00%
39 Apriem Advisors 1,100 29,000 0.00%
40 Tower Research Capital LLC (TRC) 1,071 29,000 0.00%
41 CITY HOLDING CO 1,125 30,000 0.00%
42 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,345 36,000 0.00%
43 LAZARD ASSET MANAGEMENT LLC 1,425 38,000 0.00%
44 ADIRONDACK TRUST CO 1,510 41,000 0.00%
45 Chicago Partners Investment Group LLC 1,548 41,000 0.00%
46 Barrett Asset Management, LLC 1,635 44,000 0.00%
47 First Horizon Advisors, Inc. 1,800 48,000 0.00%
48 FMA ADVISORY INC 1,816 48,000 0.00%
49 WFG Advisors, LP 1,876 50,000 0.00%
50 Joel Isaacson & Co., LLC 2,000 53,000 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.