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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
151 Sandy Spring Bank 1,211 192,000 0.01%
152 WESTPORT RESOURCES MANAGEMENT INC 1,205 191,000 0.01%
153 Karp Capital Management Corp 1,191 189,000 0.01%
154 SECURITY NATIONAL TRUST CO 1,000 159,000 0.01%
155 Kistler-Tiffany Companies, LLC 1,002 159,000 0.01%
156 SYNOVUS FINANCIAL CORP 911 145,000 0.01%
157 MUFG Americas Holdings Corp 900 143,000 0.01%
158 Madden Advisory Services, Inc. 867 137,000 0.01%
159 DUNCKER STREETT & CO INC 746 118,000 0.01%
160 US FINANCIAL ADVISORS, LLC 724 115,000 0.01%
161 Edge Wealth Management LLC 670 106,000 0.01%
162 MANAGED ACCOUNT ADVISORS LLC 659 105,000 0.01%
163 Cranbrook Wealth Management, LLC 661 105,000 0.01%
164 Winslow, Evans & Crocker, Inc. 504 79,838 0.01%
165 First City Capital Management, Inc. 500 79,360 0.01%
166 EDMOND DE ROTHSCHILD HOLDING S.A. 500 79,000 0.01%
167 FIFTH THIRD BANCORP 453 72,000 0.01%
168 THRIVENT FINANCIAL FOR LUTHERANS 413 65,000 0.00%
169 Brookstone Capital Management 410 65,000 0.00%
170 PRENTISS SMITH & CO INC 400 63,000 0.00%
171 INTEGRATED WEALTH MANAGEMENT 383 61,000 0.00%
172 D.A. DAVIDSON & CO. 355 56,000 0.00%
173 GUPTA WEALTH MANAGEMENT LLC 345 55,000 0.00%
174 WHITTIER TRUST CO OF NEVADA INC 300 48,000 0.00%
175 MACROVIEW INVESTMENT MANAGEMENT LLC 295 47,000 0.00%
176 B. Riley Wealth Management, Inc. 291 46,000 0.00%
177 Barrett Asset Management, LLC 285 45,000 0.00%
178 Financial Architects, Inc 270 43,000 0.00% PRN
179 Nelson Capital Management, LLC 235 37,000 0.00%
180 Carroll Financial Associates, Inc. 220 35,000 0.00%
181 Hudock, Inc. 211 33,000 0.00%
182 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 200 32,000 0.00%
183 TRUIST FINANCIAL CORP 175 28,000 0.00%
184 Plante Moran Financial Advisors, LLC 175 28,000 0.00%
185 Crosspoint Capital Strategies, LLC 160 25,000 0.00%
186 Pinnacle Summer Investments, Inc. 133 21,000 0.00%
187 THOMPSON DAVIS & CO., INC. 100 16,000 0.00%
188 Avior Wealth Management, LLC 100 16,000 0.00%
189 Brick & Kyle, Associates 100 16,000 0.00%
190 Patten Group, Inc. 75 11,904 0.00%
191 Vantage Investment Advisors, LLC 50 8,000 0.00%
192 Hartford Financial Management Inc. 49 7,000 0.00%
193 Genesis Wealth Advisors, LLC 35 5,555 0.00%
194 Beacon Capital Management, Inc. 32 5,000 0.00%
195 Ironwood Financial, llc 25 4,000 0.00%
196 REILLY FINANCIAL ADVISORS, LLC 20 3,000 0.00%
197 CENTRAL TRUST Co 21 3,000 0.00%
198 Endurance Wealth Management, Inc. 10 2,000 0.00%
199 Catamount Wealth Management 8 1,000 0.00%
200 Parallax Volatility Advisers, L.P. 1 0 0.00%
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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.