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

Institutional Holders (2014Q4)
Portfolio Summary: 36 Institutional holders with a total value of $56,458,158.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Clal Insurance Enterprises Holdings Ltd 243,957 12,202,000 21.61%
2 BANK OF AMERICA CORP /DE/ 151,620 7,583,000 13.43%
3 MORGAN STANLEY 103,827 5,193,000 9.20%
4 GOLDMAN SACHS GROUP INC 76,068 3,804,000 6.74%
5 Orion Porfolio Solutions, LLC 75,000 3,751,000 6.64%
6 Hills Bank & Trust Co 67,381 3,370,000 5.97%
7 B. Riley Wealth Advisors, Inc. 11,022 3,009,000 5.33%
8 ROYAL BANK OF CANADA 58,360 2,919,000 5.17%
9 Karp Capital Management Corp 46,789 2,340,000 4.14%
10 WELLS FARGO & COMPANY/MN 46,216 2,311,000 4.09%
11 MURPHY CAPITAL MANAGEMENT INC 31,160 1,558,000 2.76%
12 Cannell & Spears LLC 29,385 1,470,000 2.60%
13 LPL Financial LLC 23,487 1,175,000 2.08%
14 SG Americas Securities, LLC 20,673 1,034,000 1.83%
15 First Allied Advisory Services, Inc. 18,662 934,000 1.65%
16 COLUMBIA CAPITAL LLC 12,158 609,000 1.08%
17 UBS Group AG 10,300 515,000 0.91%
18 Cambridge Investment Research Advisors, Inc. 9,321 466,000 0.83%
19 Janney Montgomery Scott LLC 8,261 413,133 0.73%
20 Timber Hill LLC 6,683 334,000 0.59%
21 STIFEL FINANCIAL CORP 5,956 298,000 0.53%
22 Madden Advisory Services, Inc. 5,515 276,000 0.49%
23 Cetera Advisors LLC 4,395 221,000 0.39%
24 LADENBURG THALMANN FINANCIAL SERVICES INC. 3,977 199,000 0.35%
25 Advisors Preferred, LLC 2,140 107,021 0.19%
26 MSI Financial Services Inc 1,961 98,000 0.17%
27 BANK OF MONTREAL /CAN/ 1,805 90,000 0.16%
28 SIGNATUREFD, LLC 1,200 60,000 0.11%
29 PNC FINANCIAL SERVICES GROUP, INC. 600 30,000 0.05%
30 DEUTSCHE BANK AG\ 500 25,000 0.04%
31 B. Riley Wealth Management, Inc. 500 25,000 0.04%
32 AMERICAN INTERNATIONAL GROUP, INC. 400 20,004 0.04%
33 NEW ENGLAND SECURITIES CORP /MA/ 238 12,000 0.02%
34 Creative Planning 82 4,000 0.01%
35 Tradewinds Capital Management, LLC 50 3,000 0.01%
36 Parallax Volatility Advisers, L.P. 1 0 0.00%

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.