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

Institutional Holders (2014Q4)
Portfolio Summary: 590 Institutional holders with a total value of $16,323,130,592.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 LADENBURG THALMANN FINANCIAL SERVICES INC. 543,429 52,219,000 0.32%
52 STIFEL FINANCIAL CORP 536,200 51,266,000 0.31%
53 KANALY TRUST CO 522,896 49,994,000 0.31%
54 CHOREO, LLC 473,826 45,303,000 0.28%
55 Beaumont Financial Partners, LLC 465,098 44,469,000 0.27%
56 SILVERCREST ASSET MANAGEMENT GROUP LLC 457,029 43,697,000 0.27%
57 Capstone Financial Advisors, Inc. 444,916 42,538,000 0.26% PRN
58 PRUDENTIAL FINANCIAL INC 434,947 41,585,000 0.25%
59 Constellation Wealth Advisors, LLC 407,892 38,999,000 0.24%
60 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 381,692 36,494,000 0.22%
61 J.P. Morgan Private Wealth Advisors LLC 373,783 35,737,000 0.22%
62 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 366,452 35,036,000 0.21%
63 FINANCIAL COUNSELORS INC 365,910 34,985,000 0.21%
64 MATHER GROUP, LLC. 362,620 34,670,000 0.21%
65 Accredited Investors Inc. 361,607 34,574,000 0.21%
66 FIRST BUSINESS FINANCIAL SERVICES, INC. 359,216 34,345,000 0.21%
67 BB&T SECURITIES, LLC 34,952 33,418,000 0.20%
68 NOTTINGHAM ADVISORS, INC. 331,473 31,716,000 0.19%
69 D.A. DAVIDSON & CO. 329,218 31,476,000 0.19%
70 HSBC HOLDINGS PLC 317,359 30,491,000 0.19%
71 FDx Advisors, Inc. 306,354 29,290,000 0.18%
72 BANK OF MONTREAL /CAN/ 303,226 28,990,000 0.18%
73 INSIGHT 2811, INC. 296,040 28,304,000 0.17%
74 Placemark Investments, Inc. 295,817 28,290,000 0.17%
75 BRIDGES INVESTMENT MANAGEMENT INC 293,440 28,056,000 0.17%
76 Nadler Financial Group, Inc. 284,335 27,185,000 0.17%
77 SENTINEL ASSET MANAGEMENT, INC. 282,000 26,962,000 0.17%
78 OPUS INVESTMENT MANAGEMENT INC 282,000 26,962,000 0.17%
79 IndexIQ Advisors LLC 281,791 26,942,000 0.17%
80 ASSETMARK, INC 278,759 26,652,000 0.16%
81 Marquette Asset Management, LLC 278,522 26,629,000 0.16%
82 SUSQUEHANNA INTERNATIONAL GROUP, LLP 275,491 26,340,000 0.16%
83 QS Investors, LLC 273,010 26,103,000 0.16%
84 BOSTON ADVISORS LLC 272,912 26,093,000 0.16%
85 Stairway Partners, LLC 272,469 26,051,000 0.16%
86 CREDIT SUISSE AG/ 270,646 25,877,000 0.16%
87 CPWM, LLC 263,584 25,201,000 0.15%
88 BOKF, NA 253,920 24,278,000 0.15%
89 Janney Montgomery Scott LLC 253,500 24,237,149 0.15%
90 PARK AVENUE SECURITIES LLC 253,440 24,231,000 0.15%
91 MV CAPITAL MANAGEMENT, INC. 253,298 24,218,000 0.15%
92 Cambridge Investment Research Advisors, Inc. 249,124 23,819,000 0.15%
93 Polaris Wealth Advisory Group, LLC 246,645 23,582,000 0.14%
94 BARING ASSET MANAGEMENT Ltd 244,235 23,564,000 0.14%
95 FIRSTMERIT BANK N A TRUSTEE 243,571 23,288,000 0.14%
96 BRINKER CAPITAL INC 238,874 22,839,000 0.14%
97 REGIONS FINANCIAL CORP 230,787 22,065,000 0.14%
98 Tactical Allocation Group LLC 229,732 22,060,000 0.14%
99 Cetera Advisors LLC 227,596 21,758,000 0.13%
100 Oakworth Capital, Inc. 220,871 21,117,000 0.13%
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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.