Dark
Light
System
Security
ISHARES TR
ISHARES TR. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 447 Institutional holders with a total value of $8,289,785,888.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Avior Wealth Management, LLC 0 0 0.00%
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 Spot Trading L.L.C 3 1,000 0.00%
4 CapWealth Advisors, LLC 2 1,000 0.00%
5 Lowe Wealth Advisors, LLC 3 1,000 0.00%
6 SIGNATUREFD, LLC 26 9,000 0.00%
7 Creative Planning 1,700 10,000 0.00% Call
8 WEALTHFRONT CORP 28 10,000 0.00%
9 Thomas J. Herzfeld Advisors, Inc. 36 12,000 0.00%
10 JFS WEALTH ADVISORS, LLC 40 14,000 0.00%
11 Transamerica Financial Advisors, LLC 46 16,000 0.00%
12 Riggs Asset Managment Co. Inc. 50 17,000 0.00%
13 Cable Hill Partners, LLC 60 20,000 0.00%
14 BARCLAYS PLC 60 21,000 0.00%
15 MARINER WEALTH ADVISORS-NYC, LLC 60 21,000 0.00%
16 Pinnacle Summer Investments, Inc. 60 21,000 0.00%
17 Crosspoint Capital Strategies, LLC 60 21,000 0.00%
18 Ameritas Investment Partners, Inc. 62 21,000 0.00%
19 SYNOVUS FINANCIAL CORP 62 21,000 0.00%
20 Kistler-Tiffany Companies, LLC 67 23,000 0.00%
21 OPTIMUM INVESTMENT ADVISORS 70 24,000 0.00%
22 MONETARY MANAGEMENT GROUP INC 75 26,000 0.00%
23 QCI ASSET MANAGEMENT INC/NY 76 26,000 0.00%
24 TORONTO DOMINION BANK 100 34,000 0.00%
25 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 100 34,000 0.00%
26 HABERER REGISTERED INVESTMENT ADVISOR INC 100 34,000 0.00% SH
27 Vantage Investment Advisors, LLC 100 34,000 0.00%
28 TCI Wealth Advisors, Inc. 102 35,000 0.00%
29 WEALTHCARE CAPITAL MANAGEMENT LLC 103 35,000 0.00%
30 INTEGRATED WEALTH MANAGEMENT 112 38,000 0.00%
31 TRUST CO OF VERMONT 120 41,000 0.00%
32 Pomelo Capital LLC 10,000 41,000 0.00% Put
33 ORRSTOWN FINANCIAL SERVICES INC 118 41,000 0.00%
34 OGOREK ANTHONY JOSEPH /NY/ /ADV 126 43,000 0.00%
35 Beacon Capital Management, Inc. 160 55,000 0.00%
36 MARK SHEPTOFF FINANCIAL PLANNING, LLC 175 60,000 0.00%
37 Stanford Investment Group, Inc. 190 65,000 0.00%
38 Joel Isaacson & Co., LLC 188 65,000 0.00%
39 CT Financial Advisors LLC 192 65,919 0.00%
40 PARSONS CAPITAL MANAGEMENT INC/RI 195 67,000 0.00%
41 Catamount Wealth Management 200 69,000 0.00%
42 Bollard Group LLC 205 70,000 0.00%
43 VESTOR CAPITAL, LLC 208 71,000 0.00%
44 REILLY FINANCIAL ADVISORS, LLC 212 73,000 0.00%
45 ADVANTAGE INVESTMENT MANAGEMENT, LLC 221 76,000 0.00%
46 MOTCO 233 80,000 0.00%
47 North Star Investment Management Corp. 250 86,000 0.00%
48 Advisory Services Network, LLC 270 91,000 0.00%
49 INR ADVISORY SERVICES LLC 270 93,000 0.00%
50 Winslow, Evans & Crocker, Inc. 276 94,446 0.00%
Page 1 of 9

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.