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

Institutional Holders (2015Q1)
Portfolio Summary: 594 Institutional holders with a total value of $5,821,047,749.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Archford Capital Strategies, LLC 0 0 0.00%
2 ROBLE, BELKO & COMPANY, INC 4 0 0.00%
3 Efficient Market Advisors, LLC 26 2,000 0.00%
4 Simplicity Solutions, LLC 35 2,728 0.00%
5 CKW FINANCIAL GROUP 41 3,000 0.00%
6 THOMPSON DAVIS & CO., INC. 64 5,000 0.00%
7 WEALTHFRONT CORP 75 6,000 0.00%
8 Clean Yield Group 90 7,000 0.00%
9 TOMPKINS FINANCIAL CORP 110 9,000 0.00%
10 Tradewinds Capital Management, LLC 120 9,000 0.00%
11 Corbenic Partners LLC 144 11,000 0.00%
12 HOWE & RUSLING INC 151 12,000 0.00%
13 Brick & Kyle, Associates 175 14,000 0.00%
14 Stanford Investment Group, Inc. 188 15,000 0.00%
15 Highlander Capital Management, LLC 200 16,000 0.00%
16 Community Financial Services Group, LLC 200 16,000 0.00%
17 Commonwealth Financial Services, LLC 234 18,000 0.00%
18 LBA Wealth Management, LLC 230 18,000 0.00%
19 Apriem Advisors 263 20,000 0.00%
20 BENJAMIN F. EDWARDS & COMPANY, INC. 285 22,000 0.00%
21 JAMES INVESTMENT RESEARCH, INC. 300 23,000 0.00%
22 Crosspoint Capital Strategies, LLC 300 23,000 0.00%
23 Walleye Trading LLC 300 23,000 0.00% Call
24 Catamount Wealth Management 294 23,000 0.00%
25 QCI ASSET MANAGEMENT INC/NY 325 25,000 0.00%
26 Tarbox Family Office, Inc. 337 26,000 0.00%
27 Cordasco Financial Network 350 27,000 0.00%
28 Compagnie Lombard Odier SCmA 350 27,000 0.00%
29 QS Investors, LLC 380 30,000 0.00%
30 DUBUQUE BANK & TRUST CO 390 30,000 0.00%
31 PRENTISS SMITH & CO INC 382 30,000 0.00%
32 Clearbridge Investments, LLC 400 31,000 0.00%
33 HIGH POINT BANK & TRUST CO 417 33,000 0.00%
34 Formidable Asset Management, LLC 418 33,000 0.00%
35 Bartlett & Co. LLC 460 36,000 0.00%
36 Cable Hill Partners, LLC 479 37,000 0.00%
37 Parallax Volatility Advisers, L.P. 500 39,000 0.00% Call
38 Parasol Investment Management, LLC 500 39,000 0.00%
39 CANADA LIFE ASSURANCE Co 525 40,000 0.00%
40 Gemmer Asset Management LLC 522 41,000 0.00%
41 Hudock, Inc. 565 44,000 0.00%
42 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 575 45,000 0.00%
43 Lowe Wealth Advisors, LLC 588 46,000 0.00%
44 Walleye Trading LLC 600 47,000 0.00% Put
45 FIRST MANHATTAN CO. LLC. 650 50,000 0.00%
46 WEALTHCARE CAPITAL MANAGEMENT LLC 675 53,000 0.00%
47 Oakworth Capital, Inc. 758 59,000 0.00%
48 MassMutual Private Wealth & Trust, FSB 765 59,624 0.00%
49 Kistler-Tiffany Companies, LLC 773 60,000 0.00%
50 TRUST CO OF VERMONT 775 60,000 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.