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

Institutional Holders (2015Q1)
Portfolio Summary: 62 Institutional holders with a total value of $162,875,796.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Crestwood Advisors Group, LLC 199,994 24,267,000 14.90%
2 AXA S.A. 172,754 20,962,000 12.87%
3 JPMORGAN CHASE & CO 135,876 16,487,000 10.12%
4 LPL Financial LLC 90,019 10,855,000 6.66%
5 RAYMOND JAMES & ASSOCIATES 89,360 10,843,000 6.66%
6 UBS Group AG 86,811 10,534,000 6.47%
7 MORGAN STANLEY 83,509 10,133,000 6.22%
8 AMERIPRISE FINANCIAL INC 46,835 5,683,000 3.49%
9 WELLS FARGO & COMPANY/MN 45,435 5,512,000 3.38%
10 BANK OF AMERICA CORP /DE/ 34,901 4,235,000 2.60%
11 Transamerica Financial Advisors, LLC 28,887 3,506,000 2.15%
12 Timber Hill LLC 26,262 3,187,000 1.96%
13 MSI Financial Services Inc 24,381 2,958,000 1.82%
14 Cambridge Investment Research Advisors, Inc. 24,138 2,929,000 1.80%
15 Kovack Advisors, Inc. 21,435 2,601,000 1.60%
16 VOYA FINANCIAL ADVISORS, INC. 20,581 2,517,000 1.55%
17 ROYAL BANK OF CANADA 20,466 2,484,000 1.53%
18 INVESTMENT CENTERS OF AMERICA INC 19,977 2,426,000 1.49%
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,290 2,341,000 1.44%
20 Commonwealth Equity Services, Inc 14,469 1,756,000 1.08%
21 Investors Capital Advisory Services 13,886 1,684,000 1.03%
22 Raymond James Financial Services Advisors, Inc. 11,476 1,393,000 0.86%
23 AMERICAN INTERNATIONAL GROUP, INC. 11,160 1,354,154 0.83%
24 Brookstone Capital Management 9,387 1,139,000 0.70%
25 Mathes Company, Inc. 8,010 972,000 0.60%
26 Opus Capital Group, LLC 7,510 911,000 0.56%
27 SCHRODER INVESTMENT MANAGEMENT GROUP 6,645 803,000 0.49%
28 West Coast Financial LLC 6,493 788,000 0.48%
29 Cetera Advisors LLC 6,310 763,000 0.47%
30 LADENBURG THALMANN FINANCIAL SERVICES INC. 5,390 654,000 0.40%
31 Cetera Advisor Networks LLC 5,209 630,000 0.39%
32 FDx Advisors, Inc. 3,900 469,000 0.29%
33 ENVESTNET ASSET MANAGEMENT INC 3,731 453,000 0.28%
34 HighTower Advisors, LLC 3,621 439,000 0.27%
35 First Allied Advisory Services, Inc. 3,447 418,000 0.26%
36 Private Advisor Group, LLC 2,977 361,000 0.22%
37 BANK OF MONTREAL /CAN/ 2,640 320,000 0.20%
38 Asset Management Group, Inc. 2,534 307,000 0.19%
39 Ironwood Financial, llc 2,387 290,000 0.18%
40 B. Riley Wealth Advisors, Inc. 2,308 280,000 0.17%
41 Bank of New York Mellon Corp 2,210 268,000 0.16%
42 Creative Planning 2,196 266,000 0.16%
43 COMERICA SECURITIES INC 1,996 242,000 0.15%
44 J.P. Morgan Private Wealth Advisors LLC 1,891 229,000 0.14%
45 MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,401 170,000 0.10%
46 Strategic Capital Alternatives LLC 1,364 166,000 0.10%
47 Gemmer Asset Management LLC 1,012 123,000 0.08%
48 WHITTIER TRUST CO OF NEVADA INC 975 118,000 0.07%
49 Klingman & Associates, LLC 781 95,000 0.06%
50 Regal Investment Advisors LLC 750 91,000 0.06%
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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.