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

Institutional Holders (2014Q4)
Portfolio Summary: 59 Institutional holders with a total value of $138,779,068.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Focused Wealth Management, Inc 40 5,000 0.00%
3 Bartlett & Co. LLC 50 6,000 0.00%
4 US FINANCIAL ADVISORS, LLC 140 17,000 0.01%
5 HOWE & RUSLING INC 177 22,000 0.02%
6 First City Capital Management, Inc. 202 24,987 0.02%
7 Cordasco Financial Network 250 31,000 0.02%
8 Stratos Wealth Partners, LTD. 286 35,330 0.03%
9 CITIGROUP INC 450 56,000 0.04%
10 MANUFACTURERS LIFE INSURANCE COMPANY, THE 576 71,000 0.05%
11 NEXT Financial Group, Inc 690 85,000 0.06%
12 Exchange Capital Management, Inc. 746 92,000 0.07%
13 US BANCORP \DE\ 750 93,000 0.07%
14 Regal Investment Advisors LLC 750 93,000 0.07%
15 Klingman & Associates, LLC 778 96,000 0.07%
16 WHITTIER TRUST CO OF NEVADA INC 975 120,000 0.09%
17 Gemmer Asset Management LLC 1,043 129,000 0.09%
18 NATIONAL PLANNING CORP 1,351 165,160 0.12%
19 COMERICA SECURITIES INC 1,869 231,000 0.17%
20 Brookstone Capital Management 1,971 243,000 0.18%
21 Creative Planning 1,986 245,000 0.18%
22 Asset Management Group, Inc. 2,283 282,000 0.20%
23 Ironwood Financial, llc 2,387 294,000 0.21%
24 West Coast Financial LLC 2,419 299,000 0.22%
25 PARK AVENUE SECURITIES LLC 2,630 325,000 0.23%
26 ENVESTNET ASSET MANAGEMENT INC 2,642 326,000 0.23%
27 BANK OF MONTREAL /CAN/ 2,640 327,000 0.24%
28 ASPIRIANT, LLC 3,045 376,000 0.27%
29 HighTower Advisors, LLC 3,102 383,000 0.28%
30 Private Advisor Group, LLC 3,112 384,000 0.28%
31 First Heartland Consultants, Inc. 3,512 434,000 0.31%
32 First Allied Advisory Services, Inc. 3,601 445,000 0.32%
33 B. Riley Wealth Advisors, Inc. 3,893 481,000 0.35%
34 LADENBURG THALMANN FINANCIAL SERVICES INC. 4,362 539,000 0.39%
35 Cetera Advisor Networks LLC 4,927 609,000 0.44%
36 Opus Capital Group, LLC 7,640 944,000 0.68%
37 Cetera Advisors LLC 7,667 951,000 0.69%
38 SCHRODER INVESTMENT MANAGEMENT GROUP 7,750 958,000 0.69%
39 Mathes Company, Inc. 8,010 989,000 0.71%
40 ROYAL BANK OF CANADA 9,854 1,217,000 0.88%
41 Raymond James Financial Services Advisors, Inc. 11,473 1,417,000 1.02%
42 Investors Capital Advisory Services 12,054 1,489,000 1.07%
43 Commonwealth Equity Services, Inc 13,683 1,690,000 1.22%
44 INVESTMENT CENTERS OF AMERICA INC 14,809 1,829,000 1.32%
45 MSI Financial Services Inc 19,640 2,426,000 1.75%
46 JANE STREET GROUP, LLC 21,839 2,698,000 1.94%
47 Cambridge Investment Research Advisors, Inc. 23,158 2,861,000 2.06%
48 AMERICAN INTERNATIONAL GROUP, INC. 24,938 3,080,591 2.22%
49 Timber Hill LLC 26,337 3,253,000 2.34%
50 WELLS FARGO & COMPANY/MN 27,356 3,380,000 2.44%
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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.