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

Institutional Holders (2014Q4)
Portfolio Summary: 227 Institutional holders with a total value of $5,495,441,779.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Cowen Prime Services LLC 2 0 0.00%
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 Raab & Moskowitz Asset Management LLC 21 2,000 0.00%
4 Commonwealth Financial Services, LLC 19 2,000 0.00%
5 WFG Advisors, LP 22 2,000 0.00%
6 Thomas J. Herzfeld Advisors, Inc. 38 4,000 0.00%
7 REILLY FINANCIAL ADVISORS, LLC 36 4,000 0.00%
8 CENTRAL TRUST Co 118 13,000 0.00%
9 EXANE DERIVATIVES 123 13,445 0.00%
10 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 125 14,000 0.00%
11 DUBUQUE BANK & TRUST CO 140 15,000 0.00%
12 Carroll Financial Associates, Inc. 152 17,000 0.00%
13 OPTIMUM INVESTMENT ADVISORS 155 17,000 0.00%
14 Klingman & Associates, LLC 185 20,000 0.00%
15 FARMERS & MERCHANTS INVESTMENTS INC 179 20,000 0.00%
16 Financial Architects, Inc 196 21,000 0.00%
17 MONROE BANK & TRUST/MI 250 27,000 0.00%
18 NEXT Financial Group, Inc 304 33,000 0.00%
19 DEUTSCHE BANK AG\ 315 34,000 0.00%
20 First City Capital Management, Inc. 316 34,545 0.00%
21 WealthTrust Fairport, LLC 330 36,000 0.00%
22 Advisory Services Network, LLC 360 40,000 0.00%
23 MUFG Americas Holdings Corp 367 40,000 0.00%
24 CAPTRUST FINANCIAL ADVISORS 372 41,000 0.00%
25 Vigilant Capital Management, LLC 400 44,000 0.00%
26 COLONY GROUP LLC 400 44,000 0.00%
27 Community Bank, N.A. 400 44,000 0.00%
28 DUNCKER STREETT & CO INC 430 47,000 0.00%
29 Financial Advantage, Inc. 480 52,000 0.00%
30 B. Riley Wealth Advisors, Inc. 485 53,000 0.00%
31 JNBA Financial Advisors 508 56,000 0.00%
32 TOMPKINS FINANCIAL CORP 575 63,000 0.00%
33 People's United Financial, Inc. 605 66,000 0.00%
34 Visionary Asset Management, Inc. 736 80,000 0.00%
35 Formidable Asset Management, LLC 0 83,000 0.00%
36 SIGNATUREFD, LLC 786 86,000 0.00%
37 STANCORP INVESTMENT ADVISERS INC 879 96,000 0.00%
38 WHITTIER TRUST CO OF NEVADA INC 920 101,000 0.00%
39 Archford Capital Strategies, LLC 1,005 110,000 0.00%
40 WASHINGTON TRUST BANK 1,197 131,000 0.00%
41 Winslow, Evans & Crocker, Inc. 1,292 141,134 0.00%
42 ATWOOD & PALMER INC 1,379 151,000 0.00%
43 SEI INVESTMENTS CO 1,390 152,000 0.00%
44 PRENTISS SMITH & CO INC 1,450 159,000 0.00%
45 BROWN BROTHERS HARRIMAN & CO 1,456 159,000 0.00%
46 Winfield Associates, Inc. 1,622 177,000 0.00%
47 Ameritas Investment Partners, Inc. 1,623 177,000 0.00%
48 Alexandria Capital, LLC 1,681 184,000 0.00%
49 MSI Financial Services Inc 1,808 198,000 0.00%
50 Bluefin Trading, LLC 1,852 202,000 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.