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

Institutional Holders (2015Q1)
Portfolio Summary: 109 Institutional holders with a total value of $513,607,167.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2 0 0.00%
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 Lowe Wealth Advisors, LLC 9 1,000 0.00%
4 Bray Capital Advisors 30 3,000 0.00%
5 MV CAPITAL MANAGEMENT, INC. 48 5,000 0.00%
6 Ironwood Financial, llc 65 7,000 0.00%
7 St. Johns Investment Management Company, LLC 80 9,000 0.00%
8 DUNCKER STREETT & CO INC 100 11,000 0.00%
9 REILLY FINANCIAL ADVISORS, LLC 115 12,000 0.00%
10 GLENMEDE TRUST CO NA 200 21,000 0.00%
11 WFG Advisors, LP 202 22,000 0.00%
12 AlphaMark Advisors, LLC 200 22,000 0.00%
13 BUTENSKY & COHEN FINANCIAL SECURITY, INC 215 23,000 0.00%
14 US FINANCIAL ADVISORS, LLC 228 25,000 0.00%
15 Barrett Asset Management, LLC 240 26,000 0.01%
16 Brick & Kyle, Associates 250 27,000 0.01%
17 Crosspoint Capital Strategies, LLC 260 28,000 0.01%
18 Gemmer Asset Management LLC 258 28,000 0.01%
19 Winfield Associates, Inc. 260 28,000 0.01%
20 B. Riley Wealth Management, Inc. 364 39,000 0.01%
21 WESTPORT RESOURCES MANAGEMENT INC 375 40,000 0.01%
22 Evercore Wealth Management, LLC 422 46,000 0.01%
23 MUFG Americas Holdings Corp 450 49,000 0.01%
24 NEXT Financial Group, Inc 500 53,000 0.01%
25 MANAGED ACCOUNT ADVISORS LLC 677 73,000 0.01%
26 Regal Investment Advisors LLC 697 75,000 0.01%
27 Winslow, Evans & Crocker, Inc. 776 83,600 0.02%
28 US BANCORP \DE\ 796 86,000 0.02%
29 People's United Financial, Inc. 1,000 108,000 0.02%
30 CITIGROUP INC 1,049 113,000 0.02%
31 PARSONS CAPITAL MANAGEMENT INC/RI 1,260 136,000 0.03%
32 CAPITAL GUARDIAN TRUST CO 1,368 148,000 0.03%
33 PATTEN & PATTEN INC/TN 2,043 220,000 0.04%
34 Timber Hill LLC 2,151 232,000 0.05%
35 PVG Asset Management 2,180 235,156 0.05%
36 LBA Wealth Management, LLC 2,280 246,000 0.05%
37 Advisors Preferred, LLC 2,291 247,130 0.05%
38 Tower Research Capital LLC (TRC) 2,347 253,000 0.05%
39 Essex Financial Services, Inc. 2,386 257,000 0.05%
40 Prospera Financial Services Inc 2,413 260,000 0.05%
41 Maryland Capital Management 2,407 260,000 0.05%
42 RISK PARADIGM GROUP, LLC 2,506 270,322 0.05%
43 MSI Financial Services Inc 2,546 275,000 0.05%
44 M&T BANK CORP 2,576 278,000 0.05%
45 NATIONAL PLANNING CORP 2,611 280,000 0.05%
46 Peachtree Investment Advisors, Inc. 2,630 284,000 0.06%
47 CHEMICAL BANK 2,800 302,000 0.06%
48 Cutter & CO Brokerage, Inc. 2,988 322,000 0.06%
49 ATHERTON LANE ADVISERS, LLC 3,114 336,000 0.07%
50 TORONTO DOMINION BANK 3,155 340,000 0.07%
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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.