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

Institutional Holders (2014Q4)
Portfolio Summary: 101 Institutional holders with a total value of $507,427,807.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 ATHERTON LANE ADVISERS, LLC 6,785 935,000 0.18%
52 Janney Montgomery Scott LLC 6,515 897,534 0.18%
53 Koshinski Asset Management, Inc. 6,221 857,000 0.17%
54 BANK OF MONTREAL /CAN/ 5,535 762,000 0.15%
55 GREAT LAKES ADVISORS, LLC 5,403 744,000 0.15%
56 BlackRock Investment Management, LLC 5,233 721,000 0.14%
57 VSR Financial Services, Inc. 5,230 720,000 0.14%
58 Private Advisor Group, LLC 4,697 647,000 0.13%
59 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 4,470 616,000 0.12%
60 BOYS ARNOLD & CO INC 3,875 534,000 0.11%
61 Sigma Planning Corp 3,358 463,000 0.09%
62 STIFEL FINANCIAL CORP 3,350 461,000 0.09%
63 Capital Investment Advisors, LLC 3,255 448,000 0.09%
64 Placemark Investments, Inc. 3,218 443,000 0.09%
65 M&T BANK CORP 3,053 421,000 0.08%
66 PARK NATIONAL CORP /OH/ 3,040 418,790 0.08%
67 SONATA CAPITAL GROUP INC 2,840 391,000 0.08%
68 Cetera Advisor Networks LLC 2,683 370,000 0.07%
69 Cutter & CO Brokerage, Inc. 2,559 353,000 0.07%
70 NAVELLIER & ASSOCIATES INC 2,503 345,000 0.07%
71 MONROE BANK & TRUST/MI 2,247 309,000 0.06%
72 Choate Investment Advisors 2,179 300,179 0.06%
73 DAVENPORT & Co LLC 2,103 289,709 0.06%
74 ACG Wealth 1,918 264,000 0.05%
75 EP Wealth Advisors, LLC 1,895 261,000 0.05%
76 DOWLING & YAHNKE LLC 1,825 251,000 0.05%
77 COMMERCE BANK 1,778 245,000 0.05%
78 BROWN ADVISORY INC 1,681 232,000 0.05%
79 WHITTIER TRUST CO OF NEVADA INC 1,500 207,000 0.04%
80 CITIGROUP INC 1,479 204,000 0.04%
81 FMR LLC 1,462 201,000 0.04%
82 HUNTINGTON NATIONAL BANK 1,415 195,000 0.04% PRN
83 NEW ENGLAND SECURITIES CORP /MA/ 1,396 192,000 0.04%
84 Creative Planning 1,285 177,000 0.03%
85 Sandy Spring Bank 1,068 147,000 0.03%
86 LBA Wealth Management, LLC 980 135,000 0.03%
87 NEXT Financial Group, Inc 870 120,000 0.02%
88 People's United Financial, Inc. 259 36,000 0.01%
89 Peachtree Investment Advisors, Inc. 250 34,000 0.01%
90 Gemmer Asset Management LLC 233 32,000 0.01%
91 PNC FINANCIAL SERVICES GROUP, INC. 200 28,000 0.01%
92 Nelson Capital Management, LLC 190 26,000 0.01%
93 Madden Advisory Services, Inc. 180 25,000 0.00%
94 BUTENSKY & COHEN FINANCIAL SECURITY, INC 175 24,000 0.00%
95 OPTIMUM INVESTMENT ADVISORS 142 20,000 0.00%
96 Stratos Wealth Partners, LTD. 104 14,327 0.00%
97 US BANCORP \DE\ 75 10,000 0.00%
98 MANUFACTURERS LIFE INSURANCE COMPANY, THE 70 10,000 0.00%
99 US FINANCIAL ADVISORS, LLC 76 10,000 0.00%
100 Winslow, Evans & Crocker, Inc. 0 0 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.