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

Institutional Holders (2014Q4)
Portfolio Summary: 85 Institutional holders with a total value of $307,312,217.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Patten Group, Inc. 3,269 333,000 0.11%
52 COMMERCE BANK 3,062 312,000 0.10%
53 HighTower Advisors, LLC 2,973 303,000 0.10%
54 CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,850 290,000 0.09%
55 First Allied Advisory Services, Inc. 2,514 257,000 0.08%
56 Carnick & Kubik, LLC 2,440 249,000 0.08%
57 MURPHY CAPITAL MANAGEMENT INC 2,120 216,000 0.07%
58 Cambridge Investment Research Advisors, Inc. 2,104 214,000 0.07%
59 J.P. Morgan Private Wealth Advisors LLC 2,071 211,000 0.07%
60 Bedell Frazier Investment Counselling, LLC 2,022 206,000 0.07%
61 SMITH, MOORE & CO. 2,010 205,000 0.07%
62 BOSTON FAMILY OFFICE LLC 2,000 204,000 0.07%
63 NORTH AMERICAN MANAGEMENT CORP 2,000 204,000 0.07%
64 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,682 171,000 0.06%
65 People's United Financial, Inc. 1,255 128,000 0.04%
66 US BANCORP \DE\ 1,050 107,000 0.03%
67 Creative Planning 1,005 102,000 0.03%
68 D.A. DAVIDSON & CO. 997 101,000 0.03%
69 BARCLAYS PLC 900 91,000 0.03%
70 SYNOVUS FINANCIAL CORP 671 68,000 0.02%
71 FineMark National Bank & Trust 600 61,000 0.02%
72 Advisory Services Network, LLC 429 43,000 0.01%
73 Bollard Group LLC 281 29,000 0.01%
74 CREDIT AGRICOLE S A 238 24,000 0.01%
75 WEALTHFRONT CORP 198 20,000 0.01%
76 HUNTINGTON NATIONAL BANK 200 20,000 0.01% PRN
77 MSI Financial Services Inc 200 20,000 0.01%
78 FIFTH THIRD BANCORP 150 15,000 0.00%
79 B. Riley Wealth Management, Inc. 135 13,000 0.00%
80 REILLY FINANCIAL ADVISORS, LLC 87 9,000 0.00%
81 Tower Research Capital LLC (TRC) 71 7,000 0.00%
82 NATIONAL PLANNING CORP 50 4,970 0.00%
83 LBA Wealth Management, LLC 35 4,000 0.00%
84 NEW ENGLAND SECURITIES CORP /MA/ 21 2,000 0.00%
85 Parallax Volatility Advisers, L.P. 1 0 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.