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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 $77,608,028.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 453,248 20,976,000 27.03%
2 BANK OF AMERICA CORP /DE/ 327,519 15,158,000 19.53%
3 MANAGED ACCOUNT ADVISORS LLC 250,943 11,614,000 14.96%
4 LBMC INVESTMENT ADVISORS, LLC 72,608 3,360,000 4.33%
5 AMERIPRISE FINANCIAL INC 64,442 2,992,000 3.86%
6 LPL Financial LLC 55,721 2,579,000 3.32%
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 49,194 2,275,000 2.93%
8 HHG & Company, LLC 41,102 1,902,000 2.45%
9 VSR Financial Services, Inc. 27,647 1,280,000 1.65%
10 Commonwealth Equity Services, Inc 25,750 1,192,000 1.54%
11 Patriot Wealth Management, Inc. 25,453 1,178,000 1.52%
12 Annex Advisory Services, LLC 22,806 1,055,000 1.36%
13 Archford Capital Strategies, LLC 22,299 1,032,000 1.33%
14 Efficient Advisors, LLC 20,788 962,000 1.24%
15 Stonehearth Capital Management, LLC 19,569 906,000 1.17%
16 M&T BANK CORP 19,255 891,000 1.15%
17 Allworth Financial LP 16,852 780,000 1.01%
18 Investors Capital Advisory Services 16,837 779,000 1.00%
19 Cetera Advisor Networks LLC 16,184 749,000 0.97%
20 Courage Miller Partners, LLC 15,911 736,000 0.95%
21 MORGAN STANLEY 15,171 702,000 0.90%
22 Cambridge Investment Research Advisors, Inc. 13,057 604,000 0.78%
23 NewSquare Capital LLC 9,505 440,000 0.57%
24 Madrona Financial Services, LLC 9,458 438,000 0.56%
25 Boston Standard Wealth Management, LLC 7,342 336,000 0.43%
26 LADENBURG THALMANN FINANCIAL SERVICES INC. 6,015 278,000 0.36%
27 AMERICAN INTERNATIONAL GROUP, INC. 5,074 234,825 0.30%
28 Goelzer Investment Management, Inc. 4,807 222,000 0.29%
29 Waldron Private Wealth LLC 4,670 216,000 0.28%
30 UBS Group AG 4,671 216,000 0.28%
31 Oakworth Capital, Inc. 4,475 207,000 0.27%
32 OGOREK ANTHONY JOSEPH /NY/ /ADV 4,328 200,000 0.26%
33 MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,840 178,000 0.23%
34 FIFTH THIRD BANCORP 3,689 171,000 0.22%
35 Stanford Investment Group, Inc. 3,377 156,000 0.20%
36 Waverly Advisors, LLC 3,329 154,000 0.20%
37 Avior Wealth Management, LLC 2,768 128,000 0.16%
38 Creative Planning 1,118 52,000 0.07%
39 NATIONAL PLANNING CORP 1,091 49,782 0.06%
40 Focused Wealth Management, Inc 843 39,000 0.05%
41 PNC FINANCIAL SERVICES GROUP, INC. 600 28,000 0.04%
42 Regal Investment Advisors LLC 600 28,000 0.04%
43 Peachtree Investment Advisors, Inc. 450 21,000 0.03%
44 Ameritas Investment Partners, Inc. 360 16,000 0.02%
45 ENVESTNET ASSET MANAGEMENT INC 311 14,000 0.02%
46 D.A. DAVIDSON & CO. 286 13,000 0.02%
47 CITIGROUP INC 250 12,000 0.02%
48 MSI Financial Services Inc 200 9,000 0.01%
49 BANK OF MONTREAL /CAN/ 186 9,000 0.01%
50 Simplicity Solutions, LLC 182 8,423 0.01%
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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.