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

Institutional Holders (2015Q2)
Portfolio Summary: 200 Institutional holders with a total value of $1,370,661,385.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Catamount Wealth Management 8 1,000 0.00%
3 Endurance Wealth Management, Inc. 10 2,000 0.00%
4 REILLY FINANCIAL ADVISORS, LLC 20 3,000 0.00%
5 CENTRAL TRUST Co 21 3,000 0.00%
6 Ironwood Financial, llc 25 4,000 0.00%
7 Beacon Capital Management, Inc. 32 5,000 0.00%
8 Genesis Wealth Advisors, LLC 35 5,555 0.00%
9 Hartford Financial Management Inc. 49 7,000 0.00%
10 Vantage Investment Advisors, LLC 50 8,000 0.00%
11 Patten Group, Inc. 75 11,904 0.00%
12 THOMPSON DAVIS & CO., INC. 100 16,000 0.00%
13 Avior Wealth Management, LLC 100 16,000 0.00%
14 Brick & Kyle, Associates 100 16,000 0.00%
15 Pinnacle Summer Investments, Inc. 133 21,000 0.00%
16 Crosspoint Capital Strategies, LLC 160 25,000 0.00%
17 TRUIST FINANCIAL CORP 175 28,000 0.00%
18 Plante Moran Financial Advisors, LLC 175 28,000 0.00%
19 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 200 32,000 0.00%
20 Hudock, Inc. 211 33,000 0.00%
21 Carroll Financial Associates, Inc. 220 35,000 0.00%
22 Nelson Capital Management, LLC 235 37,000 0.00%
23 Financial Architects, Inc 270 43,000 0.00% PRN
24 Barrett Asset Management, LLC 285 45,000 0.00%
25 B. Riley Wealth Management, Inc. 291 46,000 0.00%
26 MACROVIEW INVESTMENT MANAGEMENT LLC 295 47,000 0.00%
27 WHITTIER TRUST CO OF NEVADA INC 300 48,000 0.00%
28 GUPTA WEALTH MANAGEMENT LLC 345 55,000 0.00%
29 D.A. DAVIDSON & CO. 355 56,000 0.00%
30 INTEGRATED WEALTH MANAGEMENT 383 61,000 0.00%
31 PRENTISS SMITH & CO INC 400 63,000 0.00%
32 Brookstone Capital Management 410 65,000 0.00%
33 THRIVENT FINANCIAL FOR LUTHERANS 413 65,000 0.00%
34 FIFTH THIRD BANCORP 453 72,000 0.01%
35 EDMOND DE ROTHSCHILD HOLDING S.A. 500 79,000 0.01%
36 First City Capital Management, Inc. 500 79,360 0.01%
37 Winslow, Evans & Crocker, Inc. 504 79,838 0.01%
38 Cranbrook Wealth Management, LLC 661 105,000 0.01%
39 MANAGED ACCOUNT ADVISORS LLC 659 105,000 0.01%
40 Edge Wealth Management LLC 670 106,000 0.01%
41 US FINANCIAL ADVISORS, LLC 724 115,000 0.01%
42 DUNCKER STREETT & CO INC 746 118,000 0.01%
43 Madden Advisory Services, Inc. 867 137,000 0.01%
44 MUFG Americas Holdings Corp 900 143,000 0.01%
45 SYNOVUS FINANCIAL CORP 911 145,000 0.01%
46 SECURITY NATIONAL TRUST CO 1,000 159,000 0.01%
47 Kistler-Tiffany Companies, LLC 1,002 159,000 0.01%
48 Karp Capital Management Corp 1,191 189,000 0.01%
49 WESTPORT RESOURCES MANAGEMENT INC 1,205 191,000 0.01%
50 Sandy Spring Bank 1,211 192,000 0.01%
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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.