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

Institutional Holders (2014Q4)
Portfolio Summary: 40 Institutional holders with a total value of $43,274,013.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 102,371 14,192,000 32.80%
2 LPL Financial LLC 34,942 4,844,000 11.19%
3 WELLS FARGO & COMPANY/MN 29,552 4,097,000 9.47%
4 AMERIPRISE FINANCIAL INC 20,257 2,808,000 6.49%
5 PARSONS CAPITAL MANAGEMENT INC/RI 16,365 2,269,000 5.24%
6 ROYAL BANK OF CANADA 14,441 2,002,000 4.63%
7 CITIGROUP INC 10,884 1,504,000 3.48%
8 GOLDMAN SACHS GROUP INC 10,813 1,499,000 3.46%
9 UBS Group AG 9,111 1,263,000 2.92%
10 BANK OF AMERICA CORP /DE/ 8,677 1,203,000 2.78%
11 CHOREO, LLC 7,718 1,070,000 2.47%
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,616 1,053,000 2.43%
13 Cetera Advisors LLC 5,874 815,000 1.88%
14 Commonwealth Equity Services, Inc 5,372 745,000 1.72%
15 Private Advisor Group, LLC 3,893 540,000 1.25%
16 Placemark Investments, Inc. 3,409 472,000 1.09%
17 NATIONAL PLANNING CORP 3,416 461,775 1.07%
18 Cambridge Investment Research Advisors, Inc. 2,877 399,000 0.92%
19 NEXT Financial Group, Inc 2,562 355,000 0.82%
20 CREDIT SUISSE AG/ 2,425 336,000 0.78%
21 Cetera Advisor Networks LLC 1,497 206,000 0.48%
22 CIBC WORLD MARKET INC. 1,469 204,000 0.47%
23 COMERICA SECURITIES INC 1,440 200,000 0.46%
24 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,357 188,000 0.43%
25 CT Financial Advisors LLC 639 88,687 0.20%
26 Brick & Kyle, Associates 450 62,000 0.14%
27 PNC FINANCIAL SERVICES GROUP, INC. 355 49,000 0.11%
28 BlackRock Investment Management, LLC 347 48,000 0.11%
29 AMERICAN INTERNATIONAL GROUP, INC. 311 43,117 0.10%
30 Focused Wealth Management, Inc 286 40,000 0.09%
31 Advisory Services Network, LLC 291 39,000 0.09%
32 Winslow, Evans & Crocker, Inc. 270 37,434 0.09%
33 B. Riley Wealth Advisors, Inc. 215 30,000 0.07%
34 BENJAMIN F. EDWARDS & COMPANY, INC. 189 26,000 0.06%
35 NEW ENGLAND SECURITIES CORP /MA/ 185 26,000 0.06%
36 ENVESTNET ASSET MANAGEMENT INC 177 25,000 0.06%
37 MSI Financial Services Inc 143 20,000 0.05%
38 Ironwood Financial, llc 65 9,000 0.02%
39 BANK OF MONTREAL /CAN/ 35 5,000 0.01%
40 Parallax Volatility Advisers, L.P. 1 0 0.00%

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.