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

Institutional Holders (2015Q1)
Portfolio Summary: 104 Institutional holders with a total value of $191,007,154.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Formidable Asset Management, LLC 35 3,000 0.00%
3 SIGNATUREFD, LLC 67 5,000 0.00%
4 Tradewinds Capital Management, LLC 67 5,000 0.00%
5 Crosspoint Capital Strategies, LLC 70 6,000 0.00%
6 Vantage Investment Advisors, LLC 90 7,000 0.00%
7 FIRST FINANCIAL CORP /IN/ 87 7,000 0.00%
8 D.A. DAVIDSON & CO. 100 8,000 0.00%
9 BARCLAYS PLC 110 9,000 0.00%
10 Aris Wealth Services, Inc. 130 11,000 0.01%
11 WFG Advisors, LP 132 11,000 0.01%
12 BESSEMER GROUP INC 130 11,000 0.01%
13 Advisors Preferred, LLC 158 12,940 0.01%
14 Carroll Financial Associates, Inc. 165 14,000 0.01%
15 Brick & Kyle, Associates 200 16,000 0.01%
16 JNBA Financial Advisors 195 16,000 0.01%
17 BUTENSKY & COHEN FINANCIAL SECURITY, INC 205 17,000 0.01%
18 STANCORP INVESTMENT ADVISERS INC 203 17,000 0.01%
19 SYNOVUS FINANCIAL CORP 254 21,000 0.01%
20 Commonwealth Financial Services, LLC 288 24,000 0.01%
21 OPTIMUM INVESTMENT ADVISORS 327 27,000 0.01%
22 MYCIO WEALTH PARTNERS, LLC 372 30,000 0.02%
23 AlphaMark Advisors, LLC 400 33,000 0.02%
24 PARSONS CAPITAL MANAGEMENT INC/RI 420 34,000 0.02%
25 Camarda Financial Advisors, LLC 436 36,000 0.02%
26 CapWealth Advisors, LLC 450 37,000 0.02%
27 US BANCORP \DE\ 563 46,000 0.02%
28 Regal Investment Advisors LLC 588 48,000 0.03%
29 Financial Architects, Inc 700 57,000 0.03%
30 CT Financial Advisors LLC 735 60,182 0.03%
31 HUNTINGTON NATIONAL BANK 772 63,000 0.03%
32 MONROE BANK & TRUST/MI 865 71,000 0.04%
33 BARCLAYS PLC 1,100 89,000 0.05% Call
34 FIFTH THIRD BANCORP 1,085 89,000 0.05%
35 Focused Wealth Management, Inc 1,123 92,000 0.05%
36 Tower Research Capital LLC (TRC) 1,140 94,000 0.05%
37 NEXT Financial Group, Inc 1,275 104,000 0.05%
38 Peachtree Investment Advisors, Inc. 1,265 104,000 0.05%
39 Field & Main Bank 1,460 120,000 0.06%
40 Winslow, Evans & Crocker, Inc. 1,634 133,744 0.07%
41 AMERICAN INTERNATIONAL GROUP, INC. 1,750 143,288 0.08%
42 MSI Financial Services Inc 2,262 185,000 0.10%
43 10-15 ASSOCIATES, INC. 2,460 201,000 0.11%
44 SII INVESTMENTS INC/WI 2,510 204,000 0.11%
45 Investors Capital Advisory Services 2,501 204,000 0.11%
46 Cetera Advisor Networks LLC 2,772 226,000 0.12%
47 OPPENHEIMER & CO INC 2,845 233,000 0.12%
48 LifePlan Financial Group, Inc 2,970 243,000 0.13%
49 Affiance Financial, LLC 3,430 281,000 0.15%
50 Creative Planning 3,473 284,000 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.