Dark
Light
System
Security
ISHARES TR
ISHARES TR. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 543 Institutional holders with a total value of $12,318,012,916.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 Cranberry Lake Advisors LLC 92,500 11,045,000 0.09%
102 AMP Capital Investors Ltd 91,139 10,876,000 0.09%
103 MASON STREET ADVISORS, LLC 89,524 10,690,000 0.09%
104 USCA RIA LLC 88,673 10,588,000 0.09%
105 Hudock, Inc. 85,634 10,226,000 0.08%
106 NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 85,450 10,204,000 0.08%
107 First National Bank of Hutchinson 84,945 10,144,000 0.08%
108 Ifrah Financial Services, Inc. 83,340 9,952,000 0.08%
109 BENJAMIN F. EDWARDS & COMPANY, INC. 83,175 9,932,000 0.08%
110 Baker Avenue Asset Management, LP 82,664 9,871,000 0.08%
111 M&T BANK CORP 81,631 9,747,000 0.08%
112 Ashfield Capital Partners, LLC 81,338 9,713,000 0.08%
113 Longer Investments Inc. 80,050 9,559,000 0.08%
114 LVZ, Inc. 77,223 9,221,000 0.07%
115 STERLING INVESTMENT ADVISORS LLC /ADV 76,995 9,194,000 0.07%
116 AMERICAN INTERNATIONAL GROUP, INC. 76,806 9,171,356 0.07%
117 Parasol Investment Management, LLC 76,066 9,083,000 0.07%
118 UNITED CAPITAL FINANCIAL ADVISORS, LLC 75,323 8,994,000 0.07%
119 PINNACLE ASSOCIATES LTD 75,117 8,970,000 0.07%
120 KEMPER Corp 75,000 8,955,000 0.07%
121 OPTIMUM INVESTMENT ADVISORS 74,875 8,941,000 0.07%
122 ASSETMARK, INC 74,362 8,880,000 0.07%
123 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 73,868 8,821,000 0.07% PRN
124 NATIXIS ADVISORS, LLC 73,725 8,804,000 0.07%
125 COMERICA BANK 73,632 8,794,000 0.07%
126 E&G Advisors, LP 73,601 8,789,000 0.07%
127 Dakota Wealth Management 73,566 8,777,000 0.07%
128 PRUDENTIAL FINANCIAL INC 72,000 8,598,000 0.07%
129 Friedenthal Financial 71,851 8,580,000 0.07%
130 Alexandria Capital, LLC 71,219 8,504,000 0.07%
131 Placemark Investments, Inc. 69,995 8,362,000 0.07%
132 Robert W. Baird & Co. Inc 69,720 8,325,000 0.07%
133 NORTHSTAR INVESTMENT ADVISORS LLC 68,559 8,187,000 0.07%
134 Aft, Forsyth & Sober, LLC 68,250 8,150,000 0.07%
135 LEUTHOLD GROUP, LLC 67,189 8,023,000 0.07%
136 Cambridge Investment Research Advisors, Inc. 66,997 8,000,000 0.06%
137 Capital Investment Advisors, LLC 66,293 7,916,000 0.06%
138 Saba Capital Management, L.P. 65,753 7,852,000 0.06%
139 TRUSTMARK BANK TRUST DEPARTMENT 63,330 7,562,000 0.06%
140 B. Riley Wealth Advisors, Inc. 11,952 7,484,000 0.06%
141 First Allied Advisory Services, Inc. 60,955 7,294,000 0.06%
142 HOLLENCREST CAPITAL MANAGEMENT 60,956 7,278,000 0.06%
143 Cypress Capital Group 60,487 7,222,000 0.06%
144 Advisory Alpha, LLC 59,773 7,138,000 0.06%
145 LifePlan Financial Group, Inc 58,102 6,938,000 0.06%
146 FBL INVESTMENT MANAGEMENT SERVICES INC/IA 57,730 6,894,000 0.06%
147 LADENBURG THALMANN FINANCIAL SERVICES INC. 56,557 6,756,000 0.05%
148 Braver Wealth Management, LLC 55,059 6,575,000 0.05%
149 Avior Wealth Management, LLC 53,135 6,345,000 0.05%
150 CITIGROUP INC 52,364 6,253,000 0.05%
Page 3 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.