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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
401 BERNZOTT CAPITAL ADVISORS 6,795 273,000 0.01%
402 SMITH, MOORE & CO. 6,760 271,000 0.01%
403 SNS Financial Group, LLC 6,665 267,000 0.01%
404 Trust Asset Management LLC 6,640 266,000 0.01%
405 FIDUCIARY TRUST CO 6,575 264,000 0.01%
406 SeaBridge Investment Advisors LLC 6,500 261,000 0.01%
407 CPWM, LLC 6,442 258,000 0.01%
408 Hugh Johnson Advisors LLC 6,358 255,000 0.01%
409 Johnson Financial Group, Inc. 6,328 254,000 0.01%
410 Round Table Services, LLC 6,300 253,000 0.01%
411 CARRET ASSET MANAGEMENT, LLC 6,160 247,000 0.01%
412 Barrett Asset Management, LLC 6,050 243,000 0.01%
413 TDAM USA INC. 6,000 241,000 0.01%
414 ROCKEFELLER FINANCIAL SERVICES INC 6,000 241,000 0.01%
415 COMERICA SECURITIES INC 5,960 239,000 0.01%
416 Dorsey & Whitney Trust CO LLC 5,948 238,000 0.01%
417 Weatherstone Capital Management 5,935 234,000 0.01%
418 Ancora Advisors LLC 0 232,000 0.00%
419 Evanson Asset Management, LLC 5,764 231,000 0.00%
420 BARCLAYS PLC 5,740 230,000 0.00%
421 1492 Capital Management LLC 5,655 227,000 0.00%
422 Barnett & Company, Inc. 5,600 225,000 0.00%
423 ATHERTON LANE ADVISERS, LLC 5,589 224,000 0.00%
424 CapWealth Advisors, LLC 5,365 215,000 0.00%
425 Carnegie Investment Counsel 5,275 211,000 0.00%
426 Iowa State Bank 5,155 207,000 0.00%
427 MYCIO WEALTH PARTNERS, LLC 5,038 202,000 0.00%
428 WATERS PARKERSON & CO., LLC 5,000 201,000 0.00%
429 Sageworth Trust Co 5,000 201,000 0.00%
430 Plante Moran Financial Advisors, LLC 4,482 180,000 0.00%
431 Chicago Partners Investment Group LLC 4,476 177,000 0.00%
432 Capital Advisors, Ltd. LLC 4,364 175,000 0.00%
433 Simplicity Solutions, LLC 4,291 172,115 0.00%
434 REILLY FINANCIAL ADVISORS, LLC 4,154 167,000 0.00%
435 SG Americas Securities, LLC 4,147 166,000 0.00%
436 Apriem Advisors 4,000 160,000 0.00%
437 WEALTHCARE CAPITAL MANAGEMENT LLC 3,918 157,000 0.00%
438 HIGH POINT BANK & TRUST CO 3,546 142,000 0.00%
439 BROWN BROTHERS HARRIMAN & CO 3,263 131,000 0.00%
440 PRENTISS SMITH & CO INC 3,150 126,000 0.00%
441 1832 Asset Management L.P. 3,100 124,000 0.00%
442 EFG Private Wealth Management (Americas) Corp. 2,989 120,000 0.00%
443 Horrell Capital Management, Inc. 2,674 107,000 0.00%
444 Focused Wealth Management, Inc 2,568 103,000 0.00%
445 MCF Advisors LLC 2,500 100,000 0.00%
446 GLENMEDE TRUST CO NA 2,300 92,000 0.00%
447 MEEDER ASSET MANAGEMENT INC 2,160 87,000 0.00%
448 Waverly Advisors, LLC 2,167 87,000 0.00%
449 Formidable Asset Management, LLC 2,200 87,000 0.00%
450 AllSquare Wealth Management LLC 1,798 72,000 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.