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

Institutional Holders (2015Q1)
Portfolio Summary: 494 Institutional holders with a total value of $4,640,903,211.
#
Manager Name
Shares
Value ($)
%
Options
Notes
351 WEATHERLY ASSET MANAGEMENT L. P. 82,118 3,293,000 0.07%
352 Canal Capital Management, LLC 82,693 3,316,000 0.07%
353 EnTrustPermal Management LLC 84,900 3,406,000 0.07%
354 VALICENTI ADVISORY SERVICES INC 86,550 3,472,000 0.07%
355 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 87,357 3,504,000 0.08%
356 Fiera Capital Corp 87,755 3,520,000 0.08%
357 VOYA FINANCIAL ADVISORS, INC. 89,203 3,578,000 0.08%
358 Hartford Financial Management Inc. 90,790 3,641,000 0.08%
359 Longer Investments Inc. 90,930 3,647,000 0.08%
360 Edge Wealth Management LLC 91,182 3,660,000 0.08%
361 FolioMetrix LLC 91,686 3,678,000 0.08%
362 Private Advisor Group, LLC 93,417 3,747,000 0.08%
363 MSI Financial Services Inc 94,154 3,777,000 0.08%
364 FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 95,000 3,810,000 0.08%
365 Bartlett & Co. LLC 95,327 3,824,000 0.08%
366 Palouse Capital Management, Inc. 96,821 3,883,000 0.08%
367 New England Investment & Retirement Group, Inc. 96,870 3,885,000 0.08%
368 HSBC HOLDINGS PLC 99,523 3,992,000 0.09%
369 SHANDA ASSET MANAGEMENT HOLDINGS Ltd 100,000 4,011,000 0.09%
370 JANUS HENDERSON INVESTORS US LLC 100,000 4,011,000 0.09%
371 Cetera Advisors LLC 101,604 4,068,000 0.09%
372 M&T BANK CORP 104,110 4,175,000 0.09%
373 NewSquare Capital LLC 107,683 4,319,000 0.09%
374 PARSONS CAPITAL MANAGEMENT INC/RI 108,012 4,332,000 0.09%
375 PETTYJOHN, WOOD & WHITE, INC 108,076 4,335,000 0.09%
376 Azimuth Capital Management LLC 108,360 4,346,000 0.09%
377 Manifold Partners, LLC 110,089 4,416,000 0.10%
378 Verity Asset Management, Inc. 110,936 4,450,000 0.10%
379 TOCQUEVILLE ASSET MANAGEMENT L.P. 110,982 4,451,000 0.10%
380 Strategic Income Management, LLC 111,235 4,462,000 0.10%
381 Cetera Advisor Networks LLC 114,018 4,562,000 0.10%
382 Regal Investment Advisors LLC 120,572 4,836,000 0.10%
383 Phocas Financial Corp. 121,684 4,881,000 0.11% SH
384 Blue Fin Capital, Inc. 125,447 5,032,000 0.11%
385 TCTC Holdings, LLC 128,250 5,144,000 0.11%
386 BURNS J W & CO INC/NY 132,810 5,327,000 0.11%
387 Prospera Financial Services Inc 134,627 5,400,000 0.12%
388 Coastline Trust Co 135,786 5,446,000 0.12%
389 SSI INVESTMENT MANAGEMENT LLC 138,197 5,542,000 0.12%
390 Dakota Wealth Management 140,023 5,616,000 0.12%
391 Madden Advisory Services, Inc. 141,283 5,667,000 0.12%
392 Hilltop Holdings Inc. 143,318 5,749,000 0.12%
393 Atria Investments, Inc 146,011 5,857,000 0.13%
394 THRIVENT FINANCIAL FOR LUTHERANS 154,132 6,182,000 0.13%
395 Orion Porfolio Solutions, LLC 156,383 6,273,000 0.14%
396 WADE G W & INC 157,046 6,299,000 0.14%
397 Windsor Capital Management, LLC 157,412 6,314,000 0.14%
398 Autus Asset Management, LLC 158,577 6,361,000 0.14%
399 WELLINGTON MANAGEMENT GROUP LLP 161,900 6,494,000 0.14%
400 BRAVE ASSET MANAGEMENT INC 170,755 6,849,000 0.15%
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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.