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

Institutional Holders (2014Q4)
Portfolio Summary: 127 Institutional holders with a total value of $429,280,900.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 MERIDIAN INVESTMENT COUNSEL INC. 7,380 735,000 0.17%
52 CITIGROUP INC 7,223 719,000 0.17%
53 MSI Financial Services Inc 7,163 713,000 0.17%
54 Fisher Asset Management, LLC 7,055 702,000 0.16%
55 Compagnie Lombard Odier SCmA 7,005 697,000 0.16%
56 BHF Kleinwort Benson Group S.A. 6,916 689,000 0.16%
57 AMERICAN INTERNATIONAL GROUP, INC. 6,484 645,515 0.15%
58 QUANTUM CAPITAL MANAGEMENT 6,290 626,000 0.15%
59 SCOTIA CAPITAL INC. 6,252 621,000 0.14%
60 NORTHERN CAPITAL MANAGEMENT LLC 5,665 564,000 0.13%
61 Arete Wealth Advisors, LLC 5,613 559,000 0.13%
62 PNC FINANCIAL SERVICES GROUP, INC. 5,316 529,000 0.12%
63 DEUTSCHE BANK AG\ 5,197 517,000 0.12%
64 SMITH HAYES Advisers, Inc 5,040 502,000 0.12%
65 Perigon Wealth Management, LLC 5,039 502,000 0.12%
66 SouthState Bank Corp 4,913 489,000 0.11%
67 First Allied Advisory Services, Inc. 4,893 486,000 0.11%
68 BURNHAM ASSET MANAGEMENT CORP /NY/ 4,700 468,000 0.11%
69 Traynor Capital Management, Inc. 4,598 457,000 0.11%
70 MUFG Americas Holdings Corp 4,567 455,000 0.11%
71 Kovack Advisors, Inc. 4,331 431,000 0.10%
72 Blue Fin Capital, Inc. 4,305 429,000 0.10%
73 Mirae Asset Global Investments Co., Ltd. 3,900 388,000 0.09%
74 Cetera Advisor Networks LLC 3,791 378,000 0.09%
75 Kistler-Tiffany Companies, LLC 3,515 350,000 0.08%
76 NORTHERN TRUST CORP 3,517 350,000 0.08%
77 EVERETT HARRIS & CO /CA/ 3,425 341,000 0.08%
78 AlphaMark Advisors, LLC 3,150 314,000 0.07%
79 Private Wealth Advisors, Inc. 3,012 300,000 0.07%
80 Carnegie Investment Counsel 2,900 297,000 0.07%
81 NWAM LLC 2,907 289,000 0.07%
82 JPMORGAN CHASE & CO 2,612 260,000 0.06%
83 PILLAR PACIFIC CAPITAL MANAGEMENT LLC 2,505 249,000 0.06%
84 Virtu KCG Holdings LLC 2,281 227,000 0.05%
85 IPG Investment Advisors LLC 2,170 216,045 0.05%
86 MILLENNIUM MANAGEMENT LLC 2,100 209,000 0.05%
87 ARS Wealth Advisors, LLC 2,070 206,000 0.05%
88 Glassman Wealth Services 1,792 178,000 0.04%
89 Crosspoint Capital Strategies, LLC 1,641 164,000 0.04%
90 Lombard Odier Transatlantic Ltd 1,105 110,000 0.03%
91 ALLIANCEBERNSTEIN L.P. 1,056 105,000 0.02%
92 AXA S.A. 1,058 105,000 0.02%
93 Ironwood Financial, llc 1,008 100,000 0.02%
94 Creative Planning 785 78,000 0.02%
95 SYNOVUS FINANCIAL CORP 775 77,000 0.02%
96 BOSTON PRIVATE BANK & TRUST CO 770 77,000 0.02%
97 CREDIT AGRICOLE S A 725 73,000 0.02%
98 Apriem Advisors 695 69,000 0.02%
99 CT Financial Advisors LLC 660 65,714 0.02%
100 SCHRODER INVESTMENT MANAGEMENT GROUP 590 59,000 0.01%
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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.