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

Institutional Holders (2014Q4)
Portfolio Summary: 302 Institutional holders with a total value of $2,590,583,722.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 3D ASSET MANAGEMENT, INC 56,087 6,189,000 0.24%
52 STIFEL FINANCIAL CORP 55,722 6,149,000 0.24%
53 TRUIST FINANCIAL CORP 53,986 5,957,000 0.23%
54 Garde Capital, Inc. 52,048 5,743,000 0.22%
55 VSR Financial Services, Inc. 51,310 5,662,000 0.22%
56 AMERIPRISE FINANCIAL INC 51,040 5,632,000 0.22%
57 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 49,598 5,473,000 0.21%
58 Legacy Private Trust Co. 47,628 5,255,000 0.20%
59 BANK OF MONTREAL /CAN/ 46,963 5,182,000 0.20%
60 Atria Investments, Inc 38,363 4,233,000 0.16%
61 ASSETMARK, INC 37,536 4,142,000 0.16%
62 Cambridge Investment Research Advisors, Inc. 35,353 3,901,000 0.15%
63 Towercrest Capital Management 35,275 3,892,000 0.15%
64 Live Your Vision, LLC 34,346 3,819,000 0.15%
65 BARCLAYS PLC 34,524 3,800,000 0.15%
66 CURIAN CAPITAL LLC 34,021 3,754,000 0.14%
67 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 33,300 3,674,000 0.14%
68 Friedenthal Financial 33,115 3,654,000 0.14%
69 Allen Investment Management, LLC 32,980 3,639,000 0.14%
70 SYNOVUS FINANCIAL CORP 32,919 3,632,000 0.14%
71 First Allied Advisory Services, Inc. 32,697 3,612,000 0.14%
72 Salient Capital Advisors, LLC 31,850 3,514,000 0.14%
73 JAMES INVESTMENT RESEARCH, INC. 31,704 3,498,000 0.14% PRN
74 HighTower Advisors, LLC 30,238 3,336,000 0.13%
75 KAYS FINANCIAL ADVISORY CORP /ADV 30,193 3,332,000 0.13%
76 Rotella Capital Management, Inc. 30,200 3,332,000 0.13%
77 BESSEMER GROUP INC 29,461 3,250,000 0.13%
78 OPPENHEIMER & CO INC 29,192 3,221,000 0.12%
79 Stadion Money Management, LLC 28,734 3,171,000 0.12%
80 Alley Co LLC 27,421 3,026,000 0.12%
81 BOYS ARNOLD & CO INC 27,287 3,011,000 0.12%
82 Advisors Preferred, LLC 27,283 3,010,406 0.12%
83 DEAN INVESTMENT ASSOCIATES, LLC 25,943 2,863,000 0.11%
84 LADENBURG THALMANN FINANCIAL SERVICES INC. 25,489 2,813,000 0.11%
85 AMERICAN INTERNATIONAL GROUP, INC. 25,424 2,805,233 0.11%
86 CIBC Private Wealth Group LLC 25,215 2,782,000 0.11%
87 Portfolio Solutions, LLC 24,974 2,756,000 0.11%
88 HBK Sorce Advisory LLC 24,948 2,753,000 0.11%
89 COMERICA BANK 24,884 2,746,000 0.11%
90 Wunderlich Capital Managemnt 24,003 2,650,000 0.10%
91 D.A. DAVIDSON & CO. 23,801 2,626,000 0.10%
92 Nuveen Asset Management, LLC 22,536 2,487,000 0.10%
93 Regis Management CO LLC 22,240 2,454,000 0.09%
94 Curbstone Financial Management Corp 21,525 2,375,000 0.09%
95 Ironwood Financial, llc 20,900 2,311,000 0.09%
96 Capital Investment Advisors, LLC 20,017 2,209,000 0.09%
97 NORTHSTAR INVESTMENT ADVISORS LLC 19,945 2,201,000 0.08%
98 Zhang Financial LLC 19,595 2,162,000 0.08%
99 Janney Montgomery Scott LLC 19,528 2,154,720 0.08%
100 FIRST NATIONAL BANK OF OMAHA 19,363 2,136,000 0.08%
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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.