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

Institutional Holders (2015Q3)
Portfolio Summary: 435 Institutional holders with a total value of $6,897,648,525.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Fund Evaluation Group, LLC 217,847 22,902,000 0.33%
52 MERIDIAN MANAGEMENT CO 211,487 22,234,000 0.32%
53 TRUSTMARK BANK TRUST DEPARTMENT 209,935 22,070,000 0.32%
54 Baker Avenue Asset Management, LP 209,351 22,009,000 0.32%
55 MANNING & NAPIER ADVISORS LLC 199,186 20,940,000 0.30% PRN
56 RiverFront Investment Group, LLC 199,116 20,933,000 0.30%
57 TCTC Holdings, LLC 196,081 20,614,000 0.30%
58 WELCH & FORBES LLC 192,502 20,237,000 0.29%
59 Endurance Wealth Management, Inc. 192,227 20,220,000 0.29%
60 Efficient Market Advisors, LLC 188,307 19,797,000 0.29%
61 Crestwood Advisors Group, LLC 187,374 19,699,000 0.29%
62 BANK OF MONTREAL /CAN/ 184,258 19,370,000 0.28%
63 COUNTRY TRUST BANK 184,061 19,350,000 0.28%
64 Haverford Trust Co 181,768 19,106,000 0.28%
65 BAIRD FINANCIAL GROUP, INC. 176,555 18,561,000 0.27%
66 BEACON TRUST CO 166,532 17,507,000 0.25%
67 Bluefin Trading, LLC 164,822 17,328,000 0.25%
68 MISSION WEALTH MANAGEMENT, LLC 164,175 17,260,000 0.25%
69 Evensky & Katz LLC 162,168 17,048,000 0.25%
70 FRANKLIN RESOURCES INC 159,496 16,768,000 0.24%
71 Cerity Partners OCIO LLC 148,710 15,634,000 0.23%
72 WHITTIER TRUST CO 144,579 15,200,000 0.22%
73 Leonetti & Associates, LLC 141,081 14,832,000 0.22%
74 Acropolis Investment Management, LLC 138,994 14,612,000 0.21%
75 SHEETS SMITH WEALTH MANAGEMENT 138,852 14,598,000 0.21%
76 Eagle Ridge Investment Management 138,099 14,518,000 0.21%
77 CAPITAL CITY TRUST CO/FL 132,197 13,898,000 0.20%
78 TRUIST FINANCIAL CORP 130,249 13,693,000 0.20%
79 Stadion Money Management, LLC 128,139 13,471,000 0.20%
80 Simply Money Advisors 124,736 13,114,000 0.19%
81 WHITE PINE CAPITAL LLC 123,622 12,996,000 0.19%
82 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 123,275 12,960,000 0.19%
83 Bangor Savings Bank 121,579 12,782,000 0.19%
84 HL FINANCIAL SERVICES LLC 119,663 12,582,000 0.18%
85 CYPRESS WEALTH ADVISORS LLC 119,526 12,566,000 0.18%
86 Mariner, LLC 118,129 12,419,000 0.18%
87 Cypress Capital Group 117,277 12,330,000 0.18%
88 SouthState Bank Corp 115,984 12,194,000 0.18%
89 CUTLER INVESTMENT COUNSEL LLC 112,758 11,854,000 0.17%
90 Gradient Investments LLC 111,225 11,693,000 0.17%
91 Live Your Vision, LLC 111,128 11,683,000 0.17%
92 Sabal Trust CO 110,443 11,612,000 0.17%
93 CPWM, LLC 109,312 11,492,000 0.17%
94 Sage Advisory Services, Ltd.Co. 105,388 11,080,000 0.16%
95 Cornerstone Management, Inc. 104,608 10,997,482 0.16%
96 Windsor Capital Management, LLC 97,441 10,243,000 0.15%
97 HOLLENCREST CAPITAL MANAGEMENT 94,008 9,883,000 0.14%
98 LBA Wealth Management, LLC 93,970 9,879,000 0.14%
99 THOMASPARTNERS, INC. 90,508 9,515,000 0.14%
100 Atria Investments, Inc 998 9,488,000 0.14%
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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.