Dark
Light
System
Security
ISHARES TR
ISHARES TR. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 273 Institutional holders with a total value of $1,707,055,068.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 FIFTH THIRD BANCORP 41,675 4,915,000 0.29%
52 Cetera Advisors LLC 41,010 4,842,000 0.28%
53 Capital Analysts, LLC 40,130 4,732,981 0.28%
54 RAYMOND JAMES & ASSOCIATES 39,815 4,696,000 0.28%
55 Capital Advisors, Ltd. LLC 37,995 4,481,000 0.26%
56 Evanson Asset Management, LLC 36,951 4,358,000 0.26%
57 TD Ameritrade Trust Co 34,789 4,123,000 0.24%
58 REGIONS FINANCIAL CORP 32,287 3,808,000 0.22%
59 VSR Financial Services, Inc. 31,257 3,686,000 0.22%
60 CAHILL FINANCIAL ADVISORS INC 30,530 3,601,000 0.21%
61 Ballentine Partners, LLC 29,987 3,537,000 0.21%
62 PLANNING ALTERNATIVES LTD /ADV 29,369 3,464,000 0.20%
63 ALESCO ADVISORS LLC 27,577 3,252,000 0.19%
64 GREAT LAKES ADVISORS, LLC 25,997 3,066,000 0.18%
65 Texas Yale Capital Corp. 25,175 2,969,000 0.17%
66 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 25,096 2,960,000 0.17%
67 Tortoise Investment Management, LLC 24,890 2,935,000 0.17%
68 SMITH CHAS P & ASSOCIATES PA CPAS 24,536 2,894,000 0.17%
69 FRANKLIN RESOURCES INC 23,007 2,713,000 0.16%
70 PITTENGER & ANDERSON INC 22,850 2,695,000 0.16%
71 PALLADIUM PARTNERS LLC 19,457 2,294,000 0.13%
72 SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,100 2,253,000 0.13% Call
73 Family Firm, Inc. 19,011 2,242,000 0.13%
74 GREENLEAF TRUST 18,838 2,222,000 0.13%
75 CAPSTONE ASSET MANAGEMENT CO 18,389 2,169,000 0.13%
76 Cranbrook Wealth Management, LLC 17,765 2,095,000 0.12%
77 MCF Advisors LLC 15,847 1,869,000 0.11%
78 GFS Advisors, LLC 15,720 1,854,000 0.11%
79 Savant Capital, LLC 15,528 1,831,000 0.11%
80 CONNING INC. 15,390 1,815,000 0.11%
81 MV CAPITAL MANAGEMENT, INC. 15,321 1,807,000 0.11%
82 AMERIPRISE FINANCIAL INC 14,537 1,714,000 0.10%
83 KINGS POINT CAPITAL MANAGEMENT 14,520 1,713,000 0.10%
84 PINKERTON WEALTH, LLC 16,146 1,708,000 0.10%
85 PINNACLE ASSOCIATES LTD 14,409 1,699,000 0.10%
86 JNBA Financial Advisors 13,853 1,634,000 0.10%
87 AFFINITY WEALTH MANAGEMENT LLC 13,558 1,599,000 0.09%
88 HighTower Advisors, LLC 13,376 1,578,000 0.09%
89 TODD ASSET MANAGEMENT LLC 13,090 1,544,000 0.09%
90 Cambridge Investment Research Advisors, Inc. 12,472 1,471,000 0.09%
91 Wealth Architects, LLC 12,349 1,456,000 0.09%
92 Mariner, LLC 12,062 1,423,000 0.08%
93 SECURITY NATIONAL TRUST CO 11,840 1,397,000 0.08%
94 Private Advisor Group, LLC 11,825 1,395,000 0.08%
95 TIEMANN INVESTMENT ADVISORS, LLC 11,579 1,366,000 0.08%
96 AMERICAN INTERNATIONAL GROUP, INC. 11,530 1,359,855 0.08%
97 VICUS CAPITAL 11,193 1,320,000 0.08%
98 Zhang Financial LLC 10,954 1,292,000 0.08%
99 OARSMAN CAPITAL, INC. 10,554 1,245,000 0.07%
100 NATIXIS ADVISORS, LLC 10,093 1,190,000 0.07%
Page 2 of 6

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.