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

Institutional Holders (2015Q1)
Portfolio Summary: 94 Institutional holders with a total value of $222,417,321.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 353,837 37,100,000 16.68%
2 WELLS FARGO & COMPANY/MN 256,031 26,845,000 12.07%
3 PNC FINANCIAL SERVICES GROUP, INC. 170,308 17,858,000 8.03%
4 LPL Financial LLC 152,165 15,853,000 7.13%
5 Savant Capital, LLC 149,604 15,686,000 7.05%
6 UBS Group AG 139,153 14,590,000 6.56%
7 GOLDMAN SACHS GROUP INC 108,666 11,394,000 5.12%
8 Lowe Wealth Advisors, LLC 90,260 9,464,000 4.26%
9 BANK OF AMERICA CORP /DE/ 83,170 8,720,000 3.92%
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 72,241 7,562,000 3.40%
11 ASSET ADVISORS CORP 47,389 4,969,000 2.23%
12 Commonwealth Equity Services, Inc 37,584 3,941,000 1.77%
13 ROYAL BANK OF CANADA 34,909 3,661,000 1.65%
14 STERNE AGEE GROUP, INC. 27,222 2,873,000 1.29%
15 Cetera Advisors LLC 23,355 2,445,000 1.10%
16 Biondo Investment Advisors, LLC 22,175 2,325,000 1.05%
17 RAYMOND JAMES & ASSOCIATES 21,633 2,268,000 1.02%
18 UNITED CAPITAL FINANCIAL ADVISORS, LLC 20,934 2,204,000 0.99%
19 Creative Planning 20,089 2,106,000 0.95%
20 SUNTRUST BANKS INC 19,353 2,029,000 0.91%
21 JANE STREET GROUP, LLC 18,847 1,976,000 0.89%
22 Thomasville National Bank 17,973 1,884,000 0.85%
23 Mathes Company, Inc. 14,100 1,478,000 0.66%
24 ENVESTNET ASSET MANAGEMENT INC 13,092 1,373,000 0.62%
25 WESPAC Advisors, LLC 12,951 1,358,000 0.61%
26 HighTower Advisors, LLC 12,330 1,293,000 0.58%
27 TIAA CREF TRUST CO FSB/MO 10,635 1,115,000 0.50%
28 Evanson Asset Management, LLC 9,915 1,040,000 0.47%
29 Peachtree Investment Advisors, Inc. 9,696 1,017,000 0.46%
30 SOUTH TEXAS MONEY MANAGEMENT LTD 7,033 737,000 0.33%
31 SII INVESTMENTS INC/WI 5,913 622,000 0.28%
32 Prospera Financial Services Inc 5,659 593,000 0.27%
33 SONATA CAPITAL GROUP INC 5,624 590,000 0.27%
34 J.P. Turner & Co Capital Mnagement, LLC 5,234 549,000 0.25%
35 NewSquare Capital LLC 5,164 541,000 0.24%
36 SPC Financial, Inc. 5,115 536,000 0.24%
37 Transamerica Financial Advisors, LLC 5,028 528,000 0.24%
38 MID CONTINENT CAPITAL LLC/IL 5,028 527,000 0.24%
39 Sigma Planning Corp 4,975 522,000 0.23%
40 LADENBURG THALMANN FINANCIAL SERVICES INC. 4,853 509,000 0.23%
41 STIFEL FINANCIAL CORP 4,490 471,000 0.21%
42 JPMORGAN CHASE & CO 4,345 456,000 0.21%
43 Geneva Advisors, LLC 4,105 430,000 0.19%
44 Stratos Wealth Partners, LTD. 3,961 413,000 0.19%
45 Cambridge Investment Research Advisors, Inc. 3,931 412,000 0.19%
46 AMERICAN INTERNATIONAL GROUP, INC. 3,890 407,866 0.18%
47 AMERIPRISE FINANCIAL INC 3,868 406,000 0.18%
48 MSI Financial Services Inc 3,776 396,000 0.18%
49 Johnson Financial Group, Inc. 3,751 393,000 0.18%
50 CORTLAND ASSOCIATES INC/MO 3,625 380,000 0.17%
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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.