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

Institutional Holders (2014Q4)
Portfolio Summary: 171 Institutional holders with a total value of $1,419,945,003.
#
Manager Name
Shares
Value ($)
%
Options
Notes
151 Karp Capital Management Corp 470 42,000 0.00%
152 Vantage Investment Advisors, LLC 465 42,000 0.00%
153 FARMERS & MERCHANTS INVESTMENTS INC 449 40,000 0.00%
154 B. Riley Wealth Management, Inc. 370 33,000 0.00%
155 North Star Investment Management Corp. 264 24,000 0.00%
156 FineMark National Bank & Trust 250 23,000 0.00%
157 BUTENSKY & COHEN FINANCIAL SECURITY, INC 240 22,000 0.00%
158 B. Riley Wealth Advisors, Inc. 230 21,000 0.00%
159 NewSquare Capital LLC 235 21,000 0.00%
160 Winfield Associates, Inc. 220 20,000 0.00%
161 Stratos Wealth Partners, LTD. 190 17,138 0.00%
162 Barrett Asset Management, LLC 180 16,000 0.00%
163 Genesis Wealth Advisors, LLC 158 14,259 0.00%
164 THOMPSON DAVIS & CO., INC. 150 14,000 0.00%
165 MANUFACTURERS LIFE INSURANCE COMPANY, THE 130 12,000 0.00%
166 Hudock, Inc. 95 9,000 0.00%
167 FIFTH THIRD BANCORP 100 9,000 0.00%
168 WESTPORT RESOURCES MANAGEMENT INC 80 7,000 0.00%
169 WFG Advisors, LP 70 6,000 0.00%
170 JFS WEALTH ADVISORS, LLC 29 3,000 0.00%
171 Evensky & Katz LLC 20 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.