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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
101 Homrich & Berg 8,182 894,000 0.02%
102 NEW ENGLAND SECURITIES CORP /MA/ 8,354 913,000 0.02%
103 Concorde Asset Management, LLC 8,431 922,000 0.02%
104 FIL Ltd 9,140 998,000 0.02%
105 HAYS ADVISORY LLC 9,464 1,035,000 0.02%
106 Atria Investments, Inc 10,127 1,107,000 0.02%
107 M&T BANK CORP 10,312 1,127,000 0.02%
108 BANK OF MONTREAL /CAN/ 10,330 1,129,000 0.02%
109 Invesco Ltd. 10,837 1,185,000 0.02%
110 Bartlett & Co. LLC 11,514 1,259,000 0.02%
111 Creative Planning 11,746 1,284,000 0.02%
112 TRUIST FINANCIAL CORP 11,994 1,311,000 0.02%
113 BLACKROCK ADVISORS LLC 12,238 1,338,000 0.02%
114 Forward Management, LLC 12,651 1,382,000 0.03%
115 Cetera Advisors LLC 13,262 1,449,000 0.03%
116 Robert W. Baird & Co. Inc 13,529 1,479,000 0.03%
117 US BANCORP \DE\ 13,691 1,497,000 0.03%
118 MILLENNIUM MANAGEMENT LLC 13,902 1,520,000 0.03%
119 HM PAYSON & CO 14,956 1,635,000 0.03%
120 OPPENHEIMER & CO INC 15,028 1,643,000 0.03%
121 FolioMetrix LLC 15,886 1,702,000 0.03%
122 NAVELLIER & ASSOCIATES INC 15,937 1,742,000 0.03%
123 ALESCO ADVISORS LLC 16,008 1,750,000 0.03%
124 Opus Capital Group, LLC 16,034 1,753,000 0.03%
125 Concert Wealth Management Inc. 16,113 1,764,000 0.03%
126 Cetera Advisor Networks LLC 16,556 1,812,000 0.03%
127 Koshinski Asset Management, Inc. 17,574 1,921,000 0.03%
128 SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,671 1,932,000 0.04%
129 BAR HARBOR WEALTH MANAGEMENT 17,826 1,949,000 0.04%
130 Simplicity Solutions, LLC 18,240 1,994,030 0.04%
131 Private Advisor Group, LLC 18,450 2,017,000 0.04%
132 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 19,337 2,114,000 0.04% PRN
133 JPMORGAN CHASE & CO 19,359 2,116,000 0.04%
134 JOHNSON INVESTMENT COUNSEL INC 19,434 2,124,000 0.04%
135 Stratos Wealth Partners, LTD. 20,330 2,222,238 0.04%
136 Independent Portfolio Consultants, Inc. 20,365 2,226,000 0.04%
137 Cypress Capital Group 21,234 2,321,000 0.04%
138 NATIONAL PLANNING CORP 21,905 2,403,184 0.04%
139 Commonwealth Equity Services, Inc 22,387 2,447,000 0.04%
140 ADVANTAGE INVESTMENT MANAGEMENT, LLC 23,375 2,555,000 0.05%
141 BlackRock Fund Advisors 24,254 2,651,000 0.05%
142 SWARTHMORE GROUP INC 25,400 2,777,000 0.05%
143 Blue Edge Capital, LLC 25,690 2,808,430 0.05%
144 FEDERATED HERMES, INC. 25,785 2,819,000 0.05%
145 BENJAMIN F. EDWARDS & COMPANY, INC. 26,469 2,894,000 0.05%
146 GREAT LAKES ADVISORS, LLC 30,051 3,285,000 0.06%
147 FOSTER & MOTLEY INC 30,101 3,291,000 0.06%
148 NOTTINGHAM ADVISORS, INC. 31,405 3,416,000 0.06%
149 FIFTH THIRD BANCORP 32,326 3,534,000 0.06%
150 Regal Investment Advisors LLC 32,371 3,539,000 0.06%
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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.