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

Institutional Holders (2015Q1)
Portfolio Summary: 574 Institutional holders with a total value of $16,369,517,318.
#
Manager Name
Shares
Value ($)
%
Options
Notes
351 SHEETS SMITH WEALTH MANAGEMENT 7,923 883,000 0.01%
352 Sumitomo Mitsui DS Asset Management Company, Ltd 7,873 877,000 0.01%
353 Vantage Investment Advisors, LLC 7,872 877,000 0.01%
354 CULBERTSON A N & CO INC 7,792 868,000 0.01% SH
355 Concert Wealth Management Inc. 11,210 861,000 0.01%
356 Stearns Financial Services Group 7,682 856,000 0.01%
357 Jaffetilchin Investment Partners, LLC 7,667 854,000 0.01%
358 BSW Wealth Partners 7,652 853,000 0.01%
359 MAR VISTA INVESTMENT PARTNERS LLC 7,649 852,000 0.01%
360 Brown Advisory Securities, LLC 7,562 842,000 0.01%
361 Hugh Johnson Advisors LLC 7,461 831,000 0.01%
362 WHITE PINE CAPITAL LLC 7,430 828,000 0.01%
363 Investors Capital Advisory Services 7,348 818,000 0.00%
364 DELTA ASSET MANAGEMENT LLC/TN 7,201 802,000 0.00%
365 SHELTON CAPITAL MANAGEMENT 7,110 792,000 0.00%
366 CAPE COD FIVE CENTS SAVINGS BANK 6,989 779,000 0.00%
367 Wealth Architects, LLC 6,944 774,000 0.00%
368 Harbour Capital Advisors, LLC 6,888 768,000 0.00%
369 TAURUS ASSET MANAGEMENT, LLC 6,800 758,000 0.00%
370 Haverford Trust Co 6,770 754,000 0.00%
371 CIDEL ASSET MANAGEMENT INC 6,700 747,000 0.00%
372 THOMPSON SIEGEL & WALMSLEY LLC 6,626 738,000 0.00%
373 Palo Capital, Inc. 6,600 735,000 0.00%
374 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 6,495 724,000 0.00%
375 Arete Wealth Advisors, LLC 6,498 724,000 0.00%
376 Peak Asset Management, LLC 6,489 723,000 0.00%
377 COLDSTREAM CAPITAL MANAGEMENT INC 6,314 704,000 0.00%
378 Citizens Business Bank 6,314 704,000 0.00%
379 Accuvest Global Advisors 6,300 702,000 0.00%
380 Bank of Kentucky, Inc. 6,230 694,000 0.00%
381 Private Ocean, LLC 6,163 687,000 0.00%
382 STARFIRE INVESTMENT ADVISERS, INC. 6,159 686,350 0.00%
383 WEALTHCARE CAPITAL MANAGEMENT LLC 6,158 686,000 0.00%
384 Janney Montgomery Scott LLC 6,132 683,000 0.00%
385 JAMES INVESTMENT RESEARCH, INC. 6,110 681,000 0.00% PRN
386 CITY NATIONAL BANK 6,061 675,000 0.00%
387 GREATMARK INVESTMENT PARTNERS, INC. 6,030 672,000 0.00%
388 COLONY GROUP LLC 5,951 663,000 0.00%
389 Traynor Capital Management, Inc. 5,925 660,000 0.00%
390 KANALY TRUST CO 5,875 655,000 0.00%
391 Evanson Asset Management, LLC 5,778 644,000 0.00%
392 FIRST FOUNDATION ADVISORS 5,670 632,000 0.00%
393 ZIONS BANCORPORATION 5,645 629,000 0.00%
394 SOUTH TEXAS MONEY MANAGEMENT LTD 5,631 627,000 0.00%
395 Patten Group, Inc. 5,628 627,000 0.00%
396 DIVIDEND ASSETS CAPITAL, LLC 5,535 617,000 0.00%
397 Independence Trust CO 5,500 613,000 0.00%
398 NBT BANK N A /NY 5,470 610,000 0.00%
399 WELCH & FORBES LLC 5,340 595,000 0.00%
400 Thomasville National Bank 5,338 595,000 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.