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

Institutional Holders (2014Q4)
Portfolio Summary: 407 Institutional holders with a total value of $7,268,088,430.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Sensible Financial Planning & Management, LLC. 16 2,000 0.00%
3 MCF Advisors LLC 31 3,000 0.00%
4 Catamount Wealth Management 60 7,000 0.00%
5 Camarda Financial Advisors, LLC 84 9,000 0.00%
6 SEI INVESTMENTS CO 81 10,000 0.00%
7 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 102 11,000 0.00%
8 Efficient Market Advisors, LLC 100 11,000 0.00%
9 Cable Hill Partners, LLC 119 13,000 0.00%
10 Tortoise Investment Management, LLC 120 13,000 0.00%
11 CAPTRUST FINANCIAL ADVISORS 124 14,000 0.00%
12 CKW FINANCIAL GROUP 131 15,000 0.00%
13 GUGGENHEIM CAPITAL LLC 144 16,000 0.00%
14 FIRST MANHATTAN CO. LLC. 159 17,000 0.00%
15 KINGS POINT CAPITAL MANAGEMENT 150 17,000 0.00%
16 BESSEMER GROUP INC 162 18,000 0.00%
17 MEEDER ASSET MANAGEMENT INC 178 20,000 0.00%
18 Cordasco Financial Network 188 21,000 0.00%
19 QCI ASSET MANAGEMENT INC/NY 195 22,000 0.00%
20 US FINANCIAL ADVISORS, LLC 285 32,000 0.00%
21 ROCKEFELLER FINANCIAL SERVICES INC 300 33,000 0.00%
22 Raab & Moskowitz Asset Management LLC 306 34,000 0.00%
23 Waverly Advisors, LLC 318 35,000 0.00%
24 Brick & Kyle, Associates 369 41,000 0.00%
25 Joel Isaacson & Co., LLC 368 41,000 0.00%
26 JFS WEALTH ADVISORS, LLC 427 48,000 0.00%
27 Carroll Financial Associates, Inc. 436 49,000 0.00%
28 LBA Wealth Management, LLC 468 52,000 0.00%
29 Evensky & Katz LLC 466 53,000 0.00%
30 BRAVE ASSET MANAGEMENT INC 542 60,000 0.00%
31 REILLY FINANCIAL ADVISORS, LLC 600 67,000 0.00%
32 FOUNDERS BANK & TRUST 636 71,000 0.00%
33 ASSETMARK, INC 654 73,000 0.00%
34 Plante Moran Financial Advisors, LLC 660 74,000 0.00%
35 MYCIO WEALTH PARTNERS, LLC 694 77,000 0.00%
36 Sandy Spring Bank 703 78,000 0.00%
37 Barrett Asset Management, LLC 704 79,000 0.00%
38 KANALY TRUST CO 725 81,000 0.00%
39 WASHINGTON TRUST BANK 730 81,000 0.00%
40 BARCLAYS PLC 743 82,000 0.00%
41 Patten Group, Inc. 917 103,000 0.00%
42 THOMPSON DAVIS & CO., INC. 953 106,000 0.00%
43 Winslow, Evans & Crocker, Inc. 966 107,694 0.00%
44 Karp Capital Management Corp 1,008 112,000 0.00%
45 Winfield Associates, Inc. 1,000 112,000 0.00%
46 Burt Wealth Advisors 950 116,000 0.00%
47 Genesis Wealth Advisors, LLC 1,120 130,614 0.00%
48 BROWN BROTHERS HARRIMAN & CO 1,204 134,000 0.00%
49 Lowe Wealth Advisors, LLC 1,252 140,000 0.00%
50 CENTRAL TRUST Co 1,284 143,000 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.