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

Institutional Holders (2015Q1)
Portfolio Summary: 67 Institutional holders with a total value of $250,178,780.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Crosspoint Capital Strategies, LLC 15 2,000 0.00%
3 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 29 4,000 0.00%
4 CANADA LIFE ASSURANCE Co 33 4,000 0.00%
5 GUPTA WEALTH MANAGEMENT LLC 50 6,000 0.00%
6 ADVANTAGE INVESTMENT MANAGEMENT, LLC 84 10,000 0.00%
7 INTEGRATED WEALTH MANAGEMENT 87 10,000 0.00%
8 WFG Advisors, LP 100 12,000 0.00%
9 AlphaMark Advisors, LLC 125 15,000 0.01%
10 B. Riley Wealth Management, Inc. 131 16,000 0.01%
11 TRUST CO OF VERMONT 150 19,000 0.01%
12 Vantage Investment Advisors, LLC 165 20,000 0.01%
13 Lowe Wealth Advisors, LLC 230 28,000 0.01%
14 Creative Planning 360 45,000 0.02%
15 OPTIMUM INVESTMENT ADVISORS 975 121,000 0.05%
16 BOSTON PRIVATE BANK & TRUST CO 1,150 142,000 0.06%
17 Advisors Preferred, LLC 1,527 189,012 0.08%
18 Robert W. Baird & Co. Inc 1,641 203,000 0.08%
19 Janney Montgomery Scott LLC 1,669 207,000 0.08%
20 PNC FINANCIAL SERVICES GROUP, INC. 1,925 238,000 0.10%
21 STEPHENS INC /AR/ 1,980 245,000 0.10%
22 MDE Group 2,041 253,000 0.10%
23 BARCLAYS PLC 2,500 308,000 0.12%
24 DAVENPORT & Co LLC 2,905 359,581 0.14%
25 Cambridge Investment Research Advisors, Inc. 3,004 372,000 0.15%
26 Renaissance Investment Group LLC 3,381 419,000 0.17%
27 CIBC WORLD MARKET INC. 3,820 473,000 0.19%
28 Commonwealth Equity Services, Inc 3,861 478,000 0.19%
29 NATIONAL PLANNING CORP 4,477 537,000 0.21%
30 WESPAC Advisors, LLC 4,552 563,000 0.23%
31 MSI Financial Services Inc 4,780 592,000 0.24%
32 BROWN ADVISORY INC 4,963 614,000 0.25%
33 Narwhal Capital Management 5,000 619,000 0.25%
34 Barry Investment Advisors, LLC 5,180 641,000 0.26%
35 Sigma Planning Corp 6,292 779,000 0.31%
36 Karp Capital Management Corp 6,770 838,000 0.33%
37 SG Americas Securities, LLC 6,942 859,000 0.34%
38 VSR Financial Services, Inc. 7,162 886,000 0.35%
39 LADENBURG THALMANN FINANCIAL SERVICES INC. 7,662 947,000 0.38%
40 WEDBUSH SECURITIES INC 7,665 949,000 0.38%
41 Koshinski Asset Management, Inc. 7,725 956,000 0.38%
42 Virtu KCG Holdings LLC 7,817 968,000 0.39%
43 AMERICAN INTERNATIONAL GROUP, INC. 7,911 979,187 0.39%
44 JPMORGAN CHASE & CO 8,418 1,042,000 0.42%
45 SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,012 1,487,000 0.59%
46 STIFEL FINANCIAL CORP 13,099 1,621,000 0.65%
47 BAROMETER CAPITAL MANAGEMENT INC. 13,600 1,683,000 0.67%
48 WealthTrust Fairport, LLC 17,303 2,142,000 0.86%
49 OPPENHEIMER & CO INC 18,762 2,322,000 0.93%
50 RAYMOND JAMES & ASSOCIATES 21,586 2,672,000 1.07%
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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.