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

Institutional Holders (2014Q4)
Portfolio Summary: 93 Institutional holders with a total value of $380,513,530.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 ADVANTAGE INVESTMENT MANAGEMENT, LLC 3,859 404,000 0.11%
52 MONROE BANK & TRUST/MI 3,618 379,000 0.10%
53 NATIONAL PLANNING CORP 3,564 371,119 0.10%
54 NAVELLIER & ASSOCIATES INC 3,197 335,000 0.09%
55 ACG Wealth 2,930 307,000 0.08%
56 AMERIPRISE FINANCIAL INC 2,572 269,000 0.07%
57 Maryland Capital Management 2,280 239,000 0.06%
58 Cutter & CO Brokerage, Inc. 2,251 236,000 0.06%
59 OPPENHEIMER & CO INC 2,161 227,000 0.06%
60 KCM INVESTMENT ADVISORS LLC 2,125 223,000 0.06%
61 SONATA CAPITAL GROUP INC 2,100 220,000 0.06%
62 NEW ENGLAND SECURITIES CORP /MA/ 2,034 213,000 0.06%
63 HUNTINGTON NATIONAL BANK 1,701 178,000 0.05% PRN
64 People's United Financial, Inc. 1,658 174,000 0.05%
65 LBA Wealth Management, LLC 1,435 150,000 0.04%
66 Sandy Spring Bank 1,286 135,000 0.04%
67 Creative Planning 1,246 131,000 0.03%
68 BANK OF MONTREAL /CAN/ 1,069 112,000 0.03%
69 THRIVENT FINANCIAL FOR LUTHERANS 993 105,000 0.03%
70 Compagnie Lombard Odier SCmA 970 102,000 0.03%
71 Stratos Wealth Partners, LTD. 842 88,208 0.02%
72 Winslow, Evans & Crocker, Inc. 806 84,332 0.02%
73 FineMark National Bank & Trust 700 73,000 0.02%
74 Camarda Financial Advisors, LLC 532 56,000 0.01%
75 Advisory Services Network, LLC 525 55,000 0.01%
76 WESTPORT RESOURCES MANAGEMENT INC 385 40,000 0.01%
77 Waverly Advisors, LLC 342 36,000 0.01%
78 BUTENSKY & COHEN FINANCIAL SECURITY, INC 330 35,000 0.01%
79 Gemmer Asset Management LLC 290 30,000 0.01%
80 Peachtree Investment Advisors, Inc. 270 28,000 0.01%
81 Nelson Capital Management, LLC 240 25,000 0.01%
82 Invesco Ltd. 190 20,000 0.01%
83 REILLY FINANCIAL ADVISORS, LLC 150 16,000 0.00%
84 North Star Investment Management Corp. 150 16,000 0.00%
85 NEXT Financial Group, Inc 150 16,000 0.00%
86 Ledyard National Bank 140 15,000 0.00%
87 Brick & Kyle, Associates 135 14,000 0.00%
88 MassMutual Private Wealth & Trust, FSB 125 13,095 0.00%
89 Regal Investment Advisors LLC 95 10,000 0.00%
90 US FINANCIAL ADVISORS, LLC 77 8,000 0.00%
91 US BANCORP \DE\ 50 5,000 0.00%
92 B. Riley Wealth Advisors, Inc. 49 5,000 0.00%
93 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.