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

Institutional Holders (2015Q2)
Portfolio Summary: 97 Institutional holders with a total value of $255,774,291.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 AmeriServ Wealth Advisors 20 2,000 0.00%
3 Peachtree Investment Advisors, Inc. 50 5,000 0.00%
4 Carroll Financial Associates, Inc. 50 5,000 0.00%
5 REILLY FINANCIAL ADVISORS, LLC 100 10,000 0.00%
6 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 100 10,000 0.00%
7 Chevy Chase Trust Holdings, LLC 102 10,000 0.00%
8 Advisory Services Network, LLC 115 11,000 0.00%
9 CENTRAL TRUST Co 150 14,000 0.01%
10 FIRST FINANCIAL CORP /IN/ 200 19,000 0.01%
11 INTEGRATED WEALTH MANAGEMENT 195 19,000 0.01%
12 GUPTA WEALTH MANAGEMENT LLC 300 29,000 0.01%
13 US BANCORP \DE\ 300 29,000 0.01%
14 Compagnie Lombard Odier SCmA 340 33,000 0.01%
15 HUNTINGTON NATIONAL BANK 350 33,000 0.01% PRN
16 Genesis Wealth Advisors, LLC 385 36,832 0.01%
17 BESSEMER GROUP INC 672 64,000 0.03%
18 Johnson Financial Group, Inc. 865 83,000 0.03%
19 NEXT Financial Group, Inc 900 86,000 0.03%
20 AXA S.A. 1,499 143,000 0.06%
21 ADVANTAGE INVESTMENT MANAGEMENT, LLC 2,075 199,000 0.08%
22 Beaumont Financial Partners, LLC 2,100 203,000 0.08%
23 SALEM INVESTMENT COUNSELORS INC 2,200 211,000 0.08%
24 First Allied Advisory Services, Inc. 2,290 220,000 0.09%
25 EVERETT HARRIS & CO /CA/ 2,301 220,000 0.09%
26 Cetera Advisor Networks LLC 2,480 239,000 0.09%
27 Crosspoint Capital Strategies, LLC 2,642 253,000 0.10%
28 MILLENNIUM MANAGEMENT LLC 2,737 262,000 0.10%
29 Crossvault Capital Management LLC 2,925 280,000 0.11%
30 MAI Capital Management 2,984 285,000 0.11%
31 BB&T SECURITIES, LLC 3,161 302,000 0.12%
32 Janney Montgomery Scott LLC 3,203 306,431 0.12%
33 Private Wealth Advisors, Inc. 3,231 309,000 0.12%
34 Essex Financial Services, Inc. 3,300 316,000 0.12%
35 Patten Group, Inc. 3,635 347,760 0.14%
36 Dakota Wealth Management 3,660 350,000 0.14%
37 HighTower Advisors, LLC 3,668 351,000 0.14%
38 PILLAR PACIFIC CAPITAL MANAGEMENT LLC 3,725 356,000 0.14%
39 B. Riley Wealth Advisors, Inc. 4,307 413,000 0.16%
40 PNC FINANCIAL SERVICES GROUP, INC. 4,564 436,000 0.17%
41 Arete Wealth Advisors, LLC 4,743 454,000 0.18%
42 AMERICAN CENTURY COMPANIES INC 4,800 459,000 0.18%
43 NORTHERN CAPITAL MANAGEMENT LLC 5,395 516,000 0.20%
44 Capital Advisors, Ltd. LLC 5,583 534,000 0.21%
45 AMERIPRISE FINANCIAL INC 5,680 543,000 0.21%
46 Carnegie Investment Counsel 5,753 550,000 0.22%
47 PINNACLE ASSOCIATES LTD 5,995 574,000 0.22%
48 HSBC HOLDINGS PLC 6,000 574,000 0.22%
49 Traynor Capital Management, Inc. 6,024 576,000 0.23%
50 LADENBURG THALMANN FINANCIAL SERVICES INC. 6,156 589,000 0.23%
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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.