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

Institutional Holders (2015Q1)
Portfolio Summary: 571 Institutional holders with a total value of $14,839,354,048.
#
Manager Name
Shares
Value ($)
%
Options
Notes
451 PARSONS CAPITAL MANAGEMENT INC/RI 2,153 262,000 0.00%
452 BANK OF THE WEST 2,127 259,000 0.00%
453 AXA S.A. 2,110 257,000 0.00%
454 MOLLER WEALTH PARTNERS 2,110 257,000 0.00%
455 FineMark National Bank & Trust 2,056 250,000 0.00%
456 Van Hulzen Asset Management, LLC 2,045 249,000 0.00%
457 Pictet North America Advisors SA 2,000 243,000 0.00%
458 BANQUE PICTET & CIE SA 2,000 243,000 0.00%
459 APPLETON GROUP, LLC 1,962 239,000 0.00%
460 INVESTMENT HOUSE LLC 1,966 239,000 0.00%
461 Deane Retirement Strategies, Inc. 1,944 237,000 0.00%
462 Lombard Odier & Cie (Canada), Limited Partnership 1,950 237,000 0.00%
463 Evanson Asset Management, LLC 1,947 237,000 0.00%
464 SMITH, MOORE & CO. 1,939 236,000 0.00%
465 WFG Advisors, LP 1,914 233,000 0.00%
466 McNamara Financial Services, Inc. 1,915 233,000 0.00%
467 HUTCHENS INVESTMENT MANAGEMENT INC 1,915 233,000 0.00%
468 BARCLAYS PLC 1,900 230,000 0.00% Put
469 Sabal Trust CO 1,845 225,000 0.00%
470 Legacy Private Trust Co. 1,845 225,000 0.00%
471 HIGH POINT BANK & TRUST CO 1,850 225,000 0.00%
472 CAPTRUST FINANCIAL ADVISORS 1,846 224,641 0.00%
473 Ameritas Investment Partners, Inc. 1,840 223,000 0.00%
474 Fiduciary Trust Co International of Pennsylvania 1,810 220,000 0.00%
475 Wellington Shields Capital Management, LLC 1,750 213,000 0.00%
476 FIRST NATIONAL TRUST CO 1,705 208,000 0.00%
477 FIRST MERCHANTS CORP 1,700 207,000 0.00%
478 HEADINVEST, LLC 1,669 203,000 0.00%
479 WESPAC Advisors, LLC 1,660 202,000 0.00%
480 AMERICAN NATIONAL BANK & TRUST 1,615 197,000 0.00%
481 Aviance Capital Partners, LLC 1,572 191,000 0.00%
482 Barrett Asset Management, LLC 1,552 189,000 0.00%
483 Pinnacle Summer Investments, Inc. 1,515 184,000 0.00%
484 Tortoise Investment Management, LLC 1,505 183,000 0.00%
485 EFG Private Wealth Management (Americas) Corp. 1,396 170,000 0.00%
486 Capital Directions Investment Advisors, LLC 1,424 168,000 0.00%
487 Lombard Odier Transatlantic Ltd 1,360 166,000 0.00%
488 WHITTIER TRUST CO OF NEVADA INC 1,360 165,000 0.00%
489 Cable Hill Partners, LLC 1,288 157,000 0.00%
490 MV CAPITAL MANAGEMENT, INC. 1,244 151,000 0.00%
491 HOWE & RUSLING INC 1,230 150,000 0.00%
492 PITTENGER & ANDERSON INC 1,192 145,000 0.00%
493 OLD NATIONAL BANCORP /IN/ 1,177 143,000 0.00%
494 PRENTISS SMITH & CO INC 1,152 140,000 0.00%
495 TCI Wealth Advisors, Inc. 1,090 133,000 0.00%
496 WEALTHCARE CAPITAL MANAGEMENT LLC 1,056 129,000 0.00%
497 ENTERPRISE FINANCIAL SERVICES CORP 1,039 126,000 0.00%
498 Chicago Partners Investment Group LLC 1,019 122,000 0.00%
499 BRUDERMAN ASSET MANAGEMENT, LLC 978 119,000 0.00%
500 People's United Financial, Inc. 970 118,000 0.00%
Page 10 of 12

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.