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

Institutional Holders (2015Q1)
Portfolio Summary: 56 Institutional holders with a total value of $38,388,841.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 115,028 5,463,000 14.23%
2 LBMC INVESTMENT ADVISORS, LLC 76,108 3,615,000 9.42%
3 AMERIPRISE FINANCIAL INC 67,845 3,223,000 8.40%
4 WELLS FARGO & COMPANY/MN 53,019 2,519,000 6.56%
5 LPL Financial LLC 51,168 2,432,000 6.34%
6 VSR Financial Services, Inc. 33,318 1,583,000 4.12%
7 Commonwealth Equity Services, Inc 30,459 1,447,000 3.77%
8 Patriot Wealth Management, Inc. 28,152 1,337,000 3.48%
9 Allworth Financial LP 27,208 1,292,000 3.37%
10 Archford Capital Strategies, LLC 26,275 1,248,043 3.25%
11 Annex Advisory Services, LLC 25,010 1,188,000 3.09%
12 Efficient Advisors, LLC 21,784 1,035,000 2.70%
13 Stonehearth Capital Management, LLC 19,430 922,000 2.40%
14 Investors Capital Advisory Services 18,016 855,000 2.23%
15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,637 838,000 2.18%
16 Cetera Advisor Networks LLC 16,791 798,000 2.08%
17 HHG & Company, LLC 15,453 734,000 1.91%
18 Courage Miller Partners, LLC 15,149 720,000 1.88%
19 VOYA FINANCIAL ADVISORS, INC. 12,163 582,000 1.52%
20 FDx Advisors, Inc. 12,200 578,000 1.51%
21 MORGAN STANLEY 12,017 570,000 1.48%
22 Cambridge Investment Research Advisors, Inc. 11,813 561,000 1.46%
23 PNC FINANCIAL SERVICES GROUP, INC. 10,964 521,000 1.36%
24 Madrona Financial Services, LLC 8,953 425,000 1.11%
25 Boston Standard Wealth Management, LLC 8,118 392,000 1.02%
26 LADENBURG THALMANN FINANCIAL SERVICES INC. 5,554 264,000 0.69%
27 Oakworth Capital, Inc. 5,259 253,000 0.66%
28 AMERICAN INTERNATIONAL GROUP, INC. 5,049 239,828 0.62%
29 Goelzer Investment Management, Inc. 4,807 228,000 0.59%
30 Waldron Private Wealth LLC 4,670 222,000 0.58%
31 OGOREK ANTHONY JOSEPH /NY/ /ADV 4,569 217,000 0.57%
32 UBS Group AG 4,497 214,000 0.56%
33 Polaris Wealth Advisory Group, LLC 4,462 212,000 0.55%
34 Wealthquest Corp 4,460 212,000 0.55%
35 NewSquare Capital LLC 4,410 209,000 0.54%
36 FIFTH THIRD BANCORP 4,087 194,000 0.51%
37 MANAGED ACCOUNT ADVISORS LLC 3,706 176,000 0.46%
38 Waverly Advisors, LLC 3,675 175,000 0.46%
39 ROYAL BANK OF CANADA 3,494 166,000 0.43%
40 Stanford Investment Group, Inc. 3,377 160,000 0.42%
41 Avior Wealth Management, LLC 2,811 134,000 0.35%
42 Creative Planning 1,239 59,000 0.15%
43 Peachtree Investment Advisors, Inc. 890 42,000 0.11%
44 Focused Wealth Management, Inc 844 40,000 0.10%
45 Ameritas Investment Partners, Inc. 360 17,000 0.04%
46 D.A. DAVIDSON & CO. 286 13,000 0.03%
47 Simplicity Solutions, LLC 252 11,970 0.03%
48 BANK OF MONTREAL /CAN/ 186 9,000 0.02%
49 BOSTON PRIVATE BANK & TRUST CO 180 9,000 0.02%
50 MSI Financial Services Inc 150 7,000 0.02%
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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.