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

Institutional Holders (2014Q4)
Portfolio Summary: 195 Institutional holders with a total value of $2,771,222,554.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 NEW ENGLAND SECURITIES CORP /MA/ 2,104 257,000 0.01%
52 Private Advisor Group, LLC 2,131 261,000 0.01%
53 Advisory Alpha, LLC 2,151 263,000 0.01%
54 EFG Private Wealth Management (Americas) Corp. 2,183 267,000 0.01%
55 VICUS CAPITAL 2,253 276,000 0.01%
56 WHITTIER TRUST CO 2,281 279,000 0.01%
57 DUBUQUE BANK & TRUST CO 2,535 310,000 0.01%
58 Cambria Investment Management, L.P. 2,614 320,000 0.01%
59 Creative Planning 2,648 324,000 0.01%
60 Concert Wealth Management Inc. 2,679 326,000 0.01%
61 Robert W. Baird & Co. Inc 2,783 340,000 0.01%
62 First Allied Asset Management, Inc. 2,893 354,000 0.01%
63 Independent Portfolio Consultants, Inc. 2,905 355,000 0.01%
64 Mirae Asset Global Investments Co., Ltd. 2,920 357,000 0.01%
65 Cetera Advisor Networks LLC 2,960 363,000 0.01%
66 HighVista Strategies LLC 3,121 382,000 0.01%
67 1832 Asset Management L.P. 3,216 394,000 0.01%
68 NTV ASSET MANAGEMENT LLC 3,300 403,000 0.01%
69 Regal Investment Advisors LLC 3,596 440,000 0.02%
70 M&T BANK CORP 3,703 453,000 0.02%
71 JPMORGAN CHASE & CO 3,875 474,000 0.02%
72 MID CONTINENT CAPITAL LLC/IL 4,000 489,000 0.02%
73 REGIONS FINANCIAL CORP 4,080 499,000 0.02%
74 Coastline Trust Co 4,165 510,000 0.02%
75 MUFG Americas Holdings Corp 4,265 522,000 0.02%
76 PINNACLE ASSOCIATES LTD 4,330 530,000 0.02%
77 Peak Asset Management, LLC 4,349 532,000 0.02%
78 COMMERZBANK AKTIENGESELLSCHAFT /FI 4,671 571,000 0.02%
79 Good Harbor Financial, LLC 4,695 574,000 0.02%
80 Concorde Asset Management, LLC 4,769 583,000 0.02%
81 D.A. DAVIDSON & CO. 4,838 590,000 0.02%
82 Cambridge Investment Research Advisors, Inc. 4,944 605,000 0.02%
83 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,993 611,000 0.02%
84 OARSMAN CAPITAL, INC. 5,045 617,000 0.02%
85 Friedenthal Financial 5,157 631,000 0.02%
86 ASSETMARK, INC 5,172 633,000 0.02%
87 BANK OF THE WEST 5,343 654,000 0.02%
88 BANK OF MONTREAL /CAN/ 5,359 656,000 0.02%
89 Janney Montgomery Scott LLC 5,475 669,647 0.02%
90 Ameritas Investment Partners, Inc. 5,554 679,000 0.02%
91 NORTHSTAR INVESTMENT ADVISORS LLC 5,687 696,000 0.03%
92 FineMark National Bank & Trust 6,108 747,000 0.03%
93 PineBridge Investments, L.P. 6,200 758,000 0.03%
94 LifePlan Financial Group, Inc 6,354 777,000 0.03%
95 Cetera Advisors LLC 6,688 815,000 0.03%
96 Stratos Wealth Partners, LTD. 6,682 817,638 0.03%
97 Hilltop Holdings Inc. 6,700 819,000 0.03%
98 TRUIST FINANCIAL CORP 6,713 821,000 0.03%
99 Virtu KCG Holdings LLC 7,058 863,000 0.03%
100 COMMERCE BANK 7,094 868,000 0.03%
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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.