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

Institutional Holders (2014Q4)
Portfolio Summary: 541 Institutional holders with a total value of $15,732,274,914.
#
Manager Name
Shares
Value ($)
%
Options
Notes
401 Windhaven Investment Management, Inc. 4,077 449,000 0.00%
402 NEW ENGLAND SECURITIES CORP /MA/ 4,060 447,000 0.00%
403 Peak Asset Management, LLC 4,014 442,000 0.00%
404 CITY NATIONAL BANK 4,008 441,000 0.00%
405 Dynamic Advisor Solutions LLC 3,856 425,000 0.00%
406 FBL INVESTMENT MANAGEMENT SERVICES INC/IA 3,850 424,000 0.00%
407 Vantage Investment Advisors, LLC 3,847 424,000 0.00%
408 Linscomb Wealth, Inc. 3,837 423,000 0.00%
409 BUCKINGHAM STRATEGIC WEALTH, LLC 3,815 420,000 0.00%
410 SMITH, MOORE & CO. 3,805 419,000 0.00%
411 ROCKEFELLER FINANCIAL SERVICES INC 3,779 416,000 0.00%
412 Autus Asset Management, LLC 3,743 413,000 0.00%
413 BLB&B Advisors, LLC 3,737 412,000 0.00%
414 OLD NATIONAL BANCORP /IN/ 3,745 412,000 0.00%
415 Paragon Capital Management Ltd 3,712 408,765 0.00%
416 JUNCTURE WEALTH STRATEGIES, LLC 3,700 408,000 0.00%
417 SOUTH TEXAS MONEY MANAGEMENT LTD 3,692 407,000 0.00%
418 USCA RIA LLC 3,649 402,000 0.00%
419 SouthState Bank Corp 3,616 398,000 0.00%
420 BINGHAM OSBORN & SCARBOROUGH LLC 3,594 396,000 0.00%
421 Evanson Asset Management, LLC 3,529 389,000 0.00%
422 MARINER INDEPENDENT ADVISOR NETWORK, LLC 3,468 381,896 0.00%
423 NTV ASSET MANAGEMENT LLC 3,386 372,000 0.00%
424 GAMBLE JONES INVESTMENT COUNSEL 3,370 371,000 0.00%
425 Laird Norton Wetherby Wealth Management, LLC 3,351 369,000 0.00%
426 Sandy Spring Bank 3,325 367,000 0.00%
427 Aviance Capital Partners, LLC 3,247 358,000 0.00%
428 Sequoia Financial Advisors, LLC 3,122 344,000 0.00%
429 COURIER CAPITAL LLC 3,036 334,000 0.00%
430 Brookmont Capital Management 3,028 333,000 0.00%
431 FAGAN ASSOCIATES, INC. 2,850 314,000 0.00%
432 Pinnacle Wealth Management Advisory Group, LLC 2,843 313,000 0.00%
433 Goldstein Munger & Associates 2,805 309,000 0.00%
434 AMERICAN ECONOMIC PLANNING GROUP INC /ADV 2,805 309,000 0.00%
435 Round Table Services, LLC 2,792 307,000 0.00%
436 DUNCKER STREETT & CO INC 2,786 307,000 0.00%
437 Rafferty Asset Management, LLC 2,767 305,000 0.00%
438 North Star Investment Management Corp. 2,678 295,000 0.00%
439 HRT FINANCIAL LP 2,670 294,000 0.00%
440 BROWN BROTHERS HARRIMAN & CO 2,630 290,000 0.00%
441 NewFocus Financial Group, LLC 2,625 289,000 0.00%
442 Johnson Financial Group, Inc. 2,605 287,000 0.00%
443 Independent Portfolio Consultants, Inc. 2,610 287,000 0.00%
444 INVESTMENT CENTERS OF AMERICA INC 2,593 286,000 0.00%
445 CAMBIAR INVESTORS LLC 2,590 285,000 0.00%
446 REILLY FINANCIAL ADVISORS, LLC 2,573 283,000 0.00%
447 Baldwin Investment Management, LLC 2,563 282,000 0.00% SH
448 Dakota Wealth Management 2,510 279,000 0.00%
449 Fort Point Capital Partners LLC 2,528 278,000 0.00%
450 STOCK YARDS BANK & TRUST CO 2,480 273,000 0.00%
Page 9 of 11

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.