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

Institutional Holders (2015Q1)
Portfolio Summary: 257 Institutional holders with a total value of $1,987,554,336.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 MARINER INDEPENDENT ADVISOR NETWORK, LLC 41,609 5,415,411 0.27%
52 Simplicity Solutions, LLC 40,914 5,324,974 0.27%
53 VSR Financial Services, Inc. 40,187 5,230,000 0.26%
54 Argentus Capital Management, LLC 39,663 5,162,000 0.26%
55 BADGLEY PHELPS & BELL INC 39,563 5,149,000 0.26%
56 Capital Analysts, LLC 39,557 5,148,472 0.26%
57 BENJAMIN F. EDWARDS & COMPANY, INC. 39,276 5,112,000 0.26%
58 FIFTH THIRD BANCORP 37,360 4,862,000 0.24%
59 ROYAL BANK OF CANADA 36,317 4,726,000 0.24%
60 Concorde Asset Management, LLC 34,572 4,500,000 0.23%
61 Strategic Capital Alternatives LLC 34,563 4,498,000 0.23%
62 Texas Yale Capital Corp. 33,720 4,389,000 0.22%
63 AMERICAN INTERNATIONAL GROUP, INC. 33,533 4,364,320 0.22%
64 TD Ameritrade Trust Co 32,596 4,242,000 0.21%
65 DONALDSON CAPITAL MANAGEMENT, LLC 32,525 4,233,000 0.21%
66 AMERIPRISE FINANCIAL INC 32,201 4,209,000 0.21%
67 JONES FINANCIAL COMPANIES LLLP 30,891 4,020,000 0.20%
68 FIRST CITIZENS BANK & TRUST CO 27,585 3,590,000 0.18%
69 STARFIRE INVESTMENT ADVISERS, INC. 26,085 3,394,962 0.17%
70 Asset Management Group, Inc. 25,845 3,364,000 0.17%
71 Atria Investments, Inc 25,804 3,358,000 0.17%
72 ALESCO ADVISORS LLC 25,406 3,307,000 0.17%
73 GREAT LAKES ADVISORS, LLC 25,384 3,304,000 0.17%
74 PINNACLE FINANCIAL PARTNERS INC 24,041 3,129,000 0.16%
75 BOKF, NA 23,837 3,102,000 0.16%
76 First Heartland Consultants, Inc. 23,040 2,999,000 0.15%
77 Blue Edge Capital, LLC 22,401 2,915,490 0.15%
78 Cerity Partners OCIO LLC 22,177 2,886,000 0.15%
79 INTERACTIVE FINANCIAL ADVISORS, INC. 21,993 2,862,000 0.14%
80 REGIONS FINANCIAL CORP 20,997 2,733,000 0.14%
81 Sigma Planning Corp 20,397 2,655,000 0.13%
82 BANK OF MONTREAL /CAN/ 19,530 2,541,000 0.13%
83 RISK PARADIGM GROUP, LLC 19,441 2,530,246 0.13%
84 First Horizon Advisors, Inc. 19,105 2,488,000 0.13%
85 SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,000 2,473,000 0.12% Call
86 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 18,759 2,442,000 0.12%
87 B. Riley Wealth Advisors, Inc. 17,724 2,307,000 0.12%
88 ADVANTAGE INVESTMENT MANAGEMENT, LLC 17,474 2,274,000 0.11%
89 GREENLEAF TRUST 17,137 2,230,000 0.11%
90 SG Americas Securities, LLC 16,976 2,209,000 0.11%
91 MV CAPITAL MANAGEMENT, INC. 16,362 2,129,000 0.11%
92 SECURITY NATIONAL TRUST CO 18,670 2,127,000 0.11%
93 Cetera Advisor Networks LLC 16,227 2,112,000 0.11%
94 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 16,135 2,100,000 0.11%
95 CONNING INC. 15,652 2,037,000 0.10%
96 SOUTH TEXAS MONEY MANAGEMENT LTD 15,577 2,027,000 0.10%
97 CAPSTONE ASSET MANAGEMENT CO 15,405 2,005,000 0.10%
98 Private Advisor Group, LLC 15,236 1,983,000 0.10%
99 PITTENGER & ANDERSON INC 15,025 1,956,000 0.10%
100 ROCKEFELLER FINANCIAL SERVICES INC 15,000 1,953,000 0.10%
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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.