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

Institutional Holders (2014Q4)
Portfolio Summary: 57 Institutional holders with a total value of $111,299,837.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Atria Investments, Inc 139,925 18,046,000 16.21%
2 MORGAN STANLEY 138,867 17,910,000 16.09%
3 AMERIPRISE FINANCIAL INC 67,387 8,708,000 7.82%
4 WELLS FARGO & COMPANY/MN 51,767 6,676,000 6.00%
5 LPL Financial LLC 50,345 6,493,000 5.83%
6 Commonwealth Equity Services, Inc 49,156 6,340,000 5.70%
7 ROYAL BANK OF CANADA 42,680 5,504,000 4.95%
8 BANK OF AMERICA CORP /DE/ 38,002 4,901,000 4.40%
9 MSI Financial Services Inc 26,884 3,467,000 3.12%
10 EisnerAmper Wealth Management Corporate Benefits, LLC 22,604 2,915,000 2.62%
11 ACG Wealth 21,948 2,831,000 2.54%
12 UBS Group AG 20,470 2,640,000 2.37%
13 Camarda Financial Advisors, LLC 19,043 2,456,000 2.21%
14 Frontier Wealth Management LLC 18,972 2,447,000 2.20%
15 Investors Capital Advisory Services 16,757 2,160,000 1.94%
16 Courage Miller Partners, LLC 16,545 2,134,000 1.92%
17 NEW ENGLAND SECURITIES CORP /MA/ 11,288 1,456,000 1.31%
18 Cambridge Investment Research Advisors, Inc. 10,559 1,362,000 1.22%
19 M Holdings Securities, Inc. 10,480 1,352,000 1.21%
20 Timber Hill LLC 9,587 1,236,000 1.11%
21 SII INVESTMENTS INC/WI 8,377 1,080,000 0.97%
22 Ironwood Financial, llc 6,871 885,000 0.80%
23 AMERICAN INTERNATIONAL GROUP, INC. 6,597 850,757 0.76%
24 Chicago Partners Investment Group LLC 5,934 765,000 0.69%
25 JANE STREET GROUP, LLC 5,445 702,000 0.63%
26 B. Riley Wealth Advisors, Inc. 5,303 684,000 0.61%
27 CIBC WORLD MARKET INC. 5,149 664,000 0.60%
28 ETRADE Capital Management LLC 4,664 602,000 0.54%
29 SCOTIA CAPITAL INC. 3,590 463,000 0.42%
30 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,923 377,000 0.34%
31 Virtu KCG Holdings LLC 2,609 336,000 0.30%
32 Freedom Investment Management, Inc. 2,603 336,000 0.30%
33 BANQUE PICTET & CIE SA 2,535 327,000 0.29%
34 Cetera Advisors LLC 2,497 324,000 0.29%
35 Concert Wealth Management Inc. 2,074 267,000 0.24%
36 Sigma Planning Corp 1,940 250,000 0.22%
37 Creative Planning 1,841 237,000 0.21%
38 Private Advisor Group, LLC 1,764 228,000 0.20%
39 CITIGROUP INC 1,190 153,000 0.14%
40 Plante Moran Financial Advisors, LLC 1,000 129,000 0.12%
41 BANK OF MONTREAL /CAN/ 794 102,000 0.09%
42 Klingman & Associates, LLC 661 85,000 0.08%
43 Advisory Services Network, LLC 563 70,000 0.06%
44 ENVESTNET ASSET MANAGEMENT INC 447 58,000 0.05%
45 BARCLAYS PLC 360 48,000 0.04%
46 MANUFACTURERS LIFE INSURANCE COMPANY, THE 370 48,000 0.04%
47 NEXT Financial Group, Inc 295 38,000 0.03%
48 Financial Architects, Inc 285 37,000 0.03%
49 US FINANCIAL ADVISORS, LLC 255 33,000 0.03%
50 NATIONAL PLANNING CORP 200 25,080 0.02%
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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.