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

Institutional Holders (2015Q1)
Portfolio Summary: 324 Institutional holders with a total value of $3,191,452,102.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ZIONS BANCORPORATION 14 2,000 0.00%
2 MassMutual Private Wealth & Trust, FSB 17 2,916 0.00%
3 DUBUQUE BANK & TRUST CO 16 3,000 0.00%
4 Catamount Wealth Management 22 4,000 0.00%
5 SIMPLEX TRADING, LLC 26 4,000 0.00%
6 Winslow, Evans & Crocker, Inc. 34 5,832 0.00%
7 FARMERS & MERCHANTS INVESTMENTS INC 33 6,000 0.00%
8 WEALTHFRONT CORP 36 6,000 0.00%
9 WFG Advisors, LP 50 8,000 0.00%
10 Plante Moran Financial Advisors, LLC 47 8,000 0.00%
11 MCF Advisors LLC 57 10,000 0.00%
12 WHITTIER TRUST CO 60 10,000 0.00%
13 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 72 12,000 0.00%
14 CAPTRUST FINANCIAL ADVISORS 70 12,006 0.00%
15 HABERER REGISTERED INVESTMENT ADVISOR INC 82 14,000 0.00% SH
16 Archford Capital Strategies, LLC 82 14,064 0.00%
17 KANALY TRUST CO 90 15,000 0.00%
18 KINGS POINT CAPITAL MANAGEMENT 89 15,000 0.00%
19 WESTPORT RESOURCES MANAGEMENT INC 101 17,000 0.00%
20 OPTIMUM INVESTMENT ADVISORS 102 17,000 0.00%
21 Parallax Volatility Advisers, L.P. 111 19,000 0.00%
22 US FINANCIAL ADVISORS, LLC 111 19,000 0.00%
23 INVESTMENT PARTNERS, LTD. 138 24,000 0.00%
24 ASSETMARK, INC 145 25,000 0.00%
25 CENTRAL TRUST Co 165 28,000 0.00%
26 Tortoise Investment Management, LLC 169 29,000 0.00%
27 THOMPSON DAVIS & CO., INC. 182 31,000 0.00%
28 WASHINGTON TRUST BANK 185 32,000 0.00%
29 Karp Capital Management Corp 214 37,000 0.00%
30 Glassman Wealth Services 232 40,000 0.00%
31 Parasol Investment Management, LLC 260 45,000 0.00%
32 LBA Wealth Management, LLC 305 52,000 0.00%
33 Aris Wealth Services, Inc. 308 53,000 0.00%
34 Thomasville National Bank 342 59,000 0.00%
35 SIGNATUREFD, LLC 350 60,000 0.00%
36 MYCIO WEALTH PARTNERS, LLC 417 72,000 0.00%
37 TRUST CO OF VERMONT 432 74,000 0.00%
38 VALLEY NATIONAL ADVISERS INC 460 79,000 0.00%
39 Commonwealth Financial Services, LLC 458 79,000 0.00%
40 Chicago Partners Investment Group LLC 515 82,000 0.00%
41 Smithfield Trust Co 482 83,000 0.00%
42 Parallax Volatility Advisers, L.P. 500 85,000 0.00% Call
43 Sandy Spring Bank 558 96,000 0.00%
44 Orion Porfolio Solutions, LLC 565 97,000 0.00%
45 First City Capital Management, Inc. 683 117,141 0.00%
46 STANCORP INVESTMENT ADVISERS INC 700 120,000 0.00%
47 Gemmer Asset Management LLC 730 125,000 0.00%
48 B. Riley Wealth Management, Inc. 799 137,000 0.00%
49 AMERICAN NATIONAL BANK & TRUST 813 139,000 0.00%
50 MANUFACTURERS LIFE INSURANCE COMPANY, THE 844 145,000 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.