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

Institutional Holders (2014Q4)
Portfolio Summary: 429 Institutional holders with a total value of $6,361,258,969.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Efficient Market Advisors, LLC 225,241 23,691,000 0.37%
52 Beaumont Financial Partners, LLC 216,268 22,747,000 0.36%
53 Robert W. Baird & Co. Inc 213,935 22,502,000 0.35%
54 MANNING & NAPIER ADVISORS LLC 213,710 22,478,000 0.35% PRN
55 RAYMOND JAMES & ASSOCIATES 207,029 21,776,000 0.34%
56 Eagle Capital Management, LLC 205,888 21,655,000 0.34%
57 TCTC Holdings, LLC 201,528 21,197,000 0.33%
58 FRANKLIN RESOURCES INC 200,138 21,050,000 0.33%
59 WELCH & FORBES LLC 197,312 20,753,000 0.33%
60 Gradient Investments LLC 194,662 20,475,000 0.32%
61 BANK OF MONTREAL /CAN/ 191,392 20,131,000 0.32%
62 Steinberg Global Asset Management 190,731 20,061,000 0.32%
63 Stadion Money Management, LLC 190,252 20,011,000 0.31%
64 COUNTRY TRUST BANK 184,235 19,377,837 0.30%
65 Capital Analysts, LLC 180,207 18,954,223 0.30%
66 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 178,612 18,786,000 0.30%
67 Crestwood Advisors Group, LLC 172,583 18,152,000 0.29%
68 HighTower Advisors, LLC 169,369 17,814,000 0.28%
69 CAPITAL CITY TRUST CO/FL 167,693 17,638,000 0.28%
70 WHITTIER TRUST CO 165,815 17,440,000 0.27%
71 Haverford Trust Co 158,954 16,719,000 0.26%
72 Placemark Investments, Inc. 155,481 16,350,000 0.26%
73 CEDAR HILL ASSOCIATES, LLC 145,990 15,355,000 0.24%
74 Laidlaw Group, LLC 145,508 15,305,000 0.24%
75 Acropolis Investment Management, LLC 145,360 15,288,965 0.24%
76 MUFG Americas Holdings Corp 141,803 14,915,000 0.23%
77 Leonetti & Associates, LLC 138,300 14,546,000 0.23%
78 PALLADIUM PARTNERS LLC 134,891 14,188,000 0.22%
79 Cypress Capital Group 131,708 13,853,000 0.22%
80 BARCLAYS PLC 127,519 13,390,000 0.21%
81 WHITE PINE CAPITAL LLC 127,142 13,373,000 0.21%
82 Evensky & Katz LLC 124,380 13,082,000 0.21%
83 EASTERN BANK 124,272 13,071,000 0.21%
84 Trutina Financial LLC 124,239 13,067,000 0.21%
85 Bangor Savings Bank 121,430 12,772,000 0.20%
86 SWARTHMORE GROUP INC 116,600 12,264,000 0.19%
87 CUTLER INVESTMENT COUNSEL LLC 114,721 12,066,000 0.19%
88 ASSETMARK, INC 114,342 12,026,000 0.19%
89 TRUIST FINANCIAL CORP 113,829 11,972,000 0.19%
90 Live Your Vision, LLC 112,039 11,799,000 0.19%
91 Sabal Trust CO 112,138 11,794,000 0.19%
92 LBA Wealth Management, LLC 109,880 11,557,000 0.18%
93 ALLIANCEBERNSTEIN L.P. 109,766 11,545,000 0.18%
94 Hilltop Holdings Inc. 109,401 11,506,000 0.18%
95 HL FINANCIAL SERVICES LLC 107,695 11,327,000 0.18%
96 Cornerstone Management, Inc. 106,191 11,169,212 0.18%
97 Cerity Partners OCIO LLC 105,890 11,138,000 0.18%
98 CPWM, LLC 105,356 11,081,000 0.17%
99 FIRST HAWAIIAN BANK 104,677 11,010,000 0.17%
100 OPPENHEIMER & CO INC 101,617 10,688,000 0.17%
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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.