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

Institutional Holders (2015Q2)
Portfolio Summary: 52 Institutional holders with a total value of $75,165,306.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 KAYS FINANCIAL ADVISORY CORP /ADV 91,600 15,077,000 20.06%
2 Summit Asset Management, LLC 56,434 9,289,000 12.36%
3 AXA S.A. 38,930 6,408,000 8.53%
4 UBS Group AG 36,583 6,022,000 8.01%
5 WELLS FARGO & COMPANY/MN 28,630 4,713,000 6.27%
6 MORGAN STANLEY 26,017 4,282,000 5.70%
7 LPL Financial LLC 20,031 3,300,000 4.39%
8 MSI Financial Services Inc 18,801 3,095,000 4.12%
9 AMERIPRISE FINANCIAL INC 17,479 2,877,000 3.83%
10 Courage Miller Partners, LLC 16,244 2,674,000 3.56%
11 VOYA FINANCIAL ADVISORS, INC. 12,330 2,018,000 2.68%
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,765 1,772,000 2.36%
13 US FINANCIAL ADVISORS, LLC 7,877 1,297,000 1.73%
14 M Holdings Securities, Inc. 7,540 1,241,000 1.65%
15 Commonwealth Equity Services, Inc 6,804 1,120,000 1.49%
16 Neumann Capital Management, LLC 6,056 997,000 1.33%
17 GHP Investment Advisors, Inc. 5,623 926,000 1.23%
18 BANK OF AMERICA CORP /DE/ 4,903 807,000 1.07%
19 STARFIRE INVESTMENT ADVISERS, INC. 4,620 760,452 1.01%
20 ATHERTON LANE ADVISERS, LLC 3,775 621,000 0.83%
21 Sigma Planning Corp 3,650 601,000 0.80%
22 CITADEL ADVISORS LLC 3,636 599,000 0.80%
23 Virtu KCG Holdings LLC 3,551 584,000 0.78%
24 Investors Capital Advisory Services 3,489 574,000 0.76%
25 J.P. Morgan Private Wealth Advisors LLC 3,107 511,000 0.68%
26 Cambridge Investment Research Advisors, Inc. 2,279 375,000 0.50%
27 HRT FINANCIAL LP 2,204 362,000 0.48%
28 ROYAL BANK OF CANADA 1,954 322,000 0.43%
29 Virtu Financial LLC 1,806 297,000 0.40%
30 AMERICAN INTERNATIONAL GROUP, INC. 1,749 287,854 0.38%
31 B. Riley Wealth Advisors, Inc. 1,605 265,000 0.35%
32 MID CONTINENT CAPITAL LLC/IL 1,500 247,000 0.33%
33 Independent Portfolio Consultants, Inc. 1,090 179,000 0.24%
34 LADENBURG THALMANN FINANCIAL SERVICES INC. 897 147,000 0.20%
35 MEEDER ASSET MANAGEMENT INC 589 97,000 0.13%
36 DELTA ASSET MANAGEMENT LLC/TN 560 92,000 0.12%
37 CITIGROUP INC 456 75,000 0.10%
38 Ironwood Financial, llc 360 59,000 0.08%
39 Capital Advisors, Ltd. LLC 314 52,000 0.07%
40 B. Riley Wealth Management, Inc. 261 42,000 0.06%
41 Advisory Services Network, LLC 144 24,000 0.03%
42 PNC FINANCIAL SERVICES GROUP, INC. 135 22,000 0.03%
43 US BANCORP \DE\ 95 16,000 0.02%
44 INTEGRATED WEALTH MANAGEMENT 79 13,000 0.02%
45 BARCLAYS PLC 47 8,000 0.01%
46 WHITTIER TRUST CO 40 7,000 0.01%
47 MV CAPITAL MANAGEMENT, INC. 35 6,000 0.01%
48 Transamerica Financial Advisors, LLC 8 2,000 0.00%
49 Hudock, Inc. 17 2,000 0.00%
50 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 9 1,000 0.00%
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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.