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

Institutional Holders (2014Q4)
Portfolio Summary: 153 Institutional holders with a total value of $610,452,771.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 Madrona Financial Services, LLC 4,067 313,000 0.05%
102 WESTPORT RESOURCES MANAGEMENT INC 4,000 308,000 0.05%
103 JOYN Advisors, Inc. 3,595 277,000 0.05%
104 First Allied Advisory Services, Inc. 3,583 275,000 0.05%
105 Frontier Wealth Management LLC 3,500 269,000 0.04%
106 1st Global Advisors, Inc. 3,383 260,000 0.04%
107 Mosaic Financial Partners, Inc. 3,276 252,000 0.04%
108 TRUIST FINANCIAL CORP 3,260 251,000 0.04%
109 CANANDAIGUA NATIONAL BANK & TRUST CO 3,100 239,000 0.04%
110 FIRST CITIZENS BANCORPORATION INC 3,022 233,000 0.04%
111 Capital Analysts, LLC 2,964 228,168 0.04%
112 Robert W. Baird & Co. Inc 2,899 223,000 0.04%
113 RNC CAPITAL MANAGEMENT LLC 2,825 217,000 0.04%
114 Private Ocean, LLC 2,820 217,000 0.04%
115 McNamara Financial Services, Inc. 2,500 192,000 0.03%
116 HUTCHENS INVESTMENT MANAGEMENT INC 2,500 192,000 0.03%
117 AXA S.A. 2,440 188,000 0.03%
118 EFG Private Wealth Management (Americas) Corp. 1,978 152,000 0.02%
119 PNC FINANCIAL SERVICES GROUP, INC. 1,911 147,000 0.02%
120 Tortoise Investment Management, LLC 1,772 136,000 0.02%
121 BLACKROCK ADVISORS LLC 1,728 133,000 0.02%
122 Ameritas Investment Partners, Inc. 1,619 124,000 0.02%
123 Pinnacle Summer Investments, Inc. 1,643 121,000 0.02%
124 First Horizon Advisors, Inc. 1,440 111,000 0.02%
125 SIGNATUREFD, LLC 1,070 82,000 0.01%
126 FIFTH THIRD BANCORP 1,040 80,000 0.01%
127 Stratos Wealth Partners, LTD. 671 51,654 0.01%
128 NATIONAL PLANNING CORP 682 51,355 0.01%
129 MUFG Americas Holdings Corp 604 46,000 0.01%
130 Financial Architects, Inc 518 40,000 0.01%
131 People's United Financial, Inc. 500 38,000 0.01%
132 Cornerstone Advisors, Inc. 491 38,000 0.01%
133 RUSSELL FRANK CO/ 468 36,000 0.01%
134 B. Riley Wealth Management, Inc. 465 35,000 0.01%
135 WFG Advisors, LP 436 34,000 0.01%
136 NewSquare Capital LLC 345 27,000 0.00%
137 US FINANCIAL ADVISORS, LLC 347 27,000 0.00%
138 CENTRAL TRUST Co 317 24,000 0.00%
139 Smithfield Trust Co 300 23,000 0.00%
140 MSI Financial Services Inc 269 21,000 0.00%
141 Crosspoint Capital Strategies, LLC 170 13,000 0.00%
142 NEXT Financial Group, Inc 135 10,000 0.00%
143 B. Riley Wealth Advisors, Inc. 54 4,000 0.00%
144 HOWE & RUSLING INC 43 3,000 0.00%
145 Hudock, Inc. 45 3,000 0.00%
146 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 27 2,000 0.00%
147 NEW ENGLAND SECURITIES CORP /MA/ 25 2,000 0.00%
148 Sandy Spring Bank 11 1,000 0.00%
149 Raab & Moskowitz Asset Management LLC 10 1,000 0.00%
150 OPTIMUM INVESTMENT ADVISORS 8 1,000 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.