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

Institutional Holders (2014Q4)
Portfolio Summary: 96 Institutional holders with a total value of $291,680,171.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Advisory Services Network, LLC 4,808 363,000 0.12%
52 REGIONS FINANCIAL CORP 4,653 355,000 0.12%
53 Cetera Advisors LLC 4,600 352,000 0.12%
54 FMR LLC 4,496 346,000 0.12%
55 LifePlan Financial Group, Inc 4,320 329,000 0.11%
56 BANK HAPOALIM BM 4,278 326,000 0.11%
57 SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,000 308,000 0.11% Put
58 BREMER TRUST NATIONAL ASSOCIATION 4,000 305,000 0.10%
59 Citizens Business Bank 3,991 304,000 0.10%
60 HighTower Advisors, LLC 3,871 295,000 0.10%
61 Cambridge Investment Research Advisors, Inc. 3,812 291,000 0.10%
62 UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,600 274,000 0.09%
63 Southeast Asset Advisors, LLC 3,488 266,000 0.09%
64 ROCKEFELLER FINANCIAL SERVICES INC 3,100 237,000 0.08%
65 OLD MISSION CAPITAL LLC 3,115 237,000 0.08%
66 Private Advisor Group, LLC 2,827 216,000 0.07%
67 Concert Wealth Management Inc. 2,775 212,000 0.07%
68 WHITTIER TRUST CO OF NEVADA INC 2,695 205,000 0.07%
69 NATIONAL PLANNING CORP 2,650 196,922 0.07%
70 Invesco Ltd. 2,152 164,000 0.06%
71 Kistler-Tiffany Companies, LLC 1,924 147,000 0.05%
72 SCHRODER INVESTMENT MANAGEMENT GROUP 1,660 127,000 0.04%
73 PNC FINANCIAL SERVICES GROUP, INC. 1,494 114,000 0.04%
74 Capital Advisors, Ltd. LLC 1,354 103,000 0.04%
75 Winslow, Evans & Crocker, Inc. 1,160 88,342 0.03%
76 CITIGROUP INC 1,001 76,000 0.03%
77 NEXT Financial Group, Inc 976 74,000 0.03%
78 Creative Planning 844 64,000 0.02%
79 D.A. DAVIDSON & CO. 563 42,000 0.01%
80 BARCLAYS PLC 510 39,000 0.01%
81 FIFTH THIRD BANCORP 500 38,000 0.01%
82 DEUTSCHE BANK AG\ 495 37,000 0.01%
83 First City Capital Management, Inc. 450 34,299 0.01%
84 Ironwood Financial, llc 413 32,000 0.01%
85 LS Investment Advisors, LLC 375 29,000 0.01%
86 JCIC Asset Management Inc. 325 25,000 0.01%
87 GLENMEDE TRUST CO NA 277 21,000 0.01%
88 Capital Directions Investment Advisors, LLC 250 19,000 0.01%
89 Jolley Asset Management, LLC 245 19,000 0.01%
90 Mizuho Asset Management Co.,Ltd. 194 15,000 0.01%
91 Vantage Investment Advisors, LLC 203 15,000 0.01%
92 Pinnacle Summer Investments, Inc. 200 15,000 0.01%
93 Evensky & Katz LLC 81 6,000 0.00%
94 US BANCORP \DE\ 45 3,000 0.00%
95 North Star Investment Management Corp. 25 2,000 0.00%
96 Parallax Volatility Advisers, L.P. 1 0 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.