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

Institutional Holders (2015Q2)
Portfolio Summary: 55 Institutional holders with a total value of $46,636,541.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 150,244 7,126,000 15.28%
2 LBMC INVESTMENT ADVISORS, LLC 81,103 3,847,000 8.25%
3 LPL Financial LLC 81,035 3,790,000 8.13%
4 AMERIPRISE FINANCIAL INC 67,935 3,227,000 6.92%
5 WELLS FARGO & COMPANY/MN 51,968 2,465,000 5.29%
6 Commonwealth Equity Services, Inc 37,602 1,783,000 3.82%
7 JANE STREET GROUP, LLC 37,296 1,769,000 3.79%
8 Allworth Financial LP 35,543 1,686,000 3.62%
9 VSR Financial Services, Inc. 29,887 1,418,000 3.04%
10 Patriot Wealth Management, Inc. 29,613 1,405,000 3.01%
11 Archford Capital Strategies, LLC 29,369 1,393,000 2.99%
12 Annex Advisory Services, LLC 26,166 1,241,000 2.66%
13 Efficient Advisors, LLC 22,505 1,067,000 2.29%
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,481 971,000 2.08%
15 Stonehearth Capital Management, LLC 19,009 902,000 1.93%
16 Investors Capital Advisory Services 18,075 857,000 1.84%
17 Polaris Wealth Advisory Group, LLC 18,013 854,000 1.83%
18 ROYAL BANK OF CANADA 17,928 850,000 1.82%
19 Cetera Advisor Networks LLC 16,791 798,000 1.71%
20 Canal Capital Management, LLC 15,995 758,000 1.63%
21 Courage Miller Partners, LLC 15,435 732,000 1.57%
22 Jackson Wealth Management, LLC 14,922 705,000 1.51%
23 Cambridge Investment Research Advisors, Inc. 12,933 613,000 1.31%
24 FDx Advisors, Inc. 12,163 577,000 1.24%
25 VOYA FINANCIAL ADVISORS, INC. 12,163 574,000 1.23%
26 MORGAN STANLEY 11,829 561,000 1.20%
27 PNC FINANCIAL SERVICES GROUP, INC. 11,374 539,000 1.16%
28 Madrona Financial Services, LLC 10,723 509,000 1.09%
29 Boston Standard Wealth Management, LLC 8,449 399,000 0.86%
30 FIFTH THIRD BANCORP 7,628 362,000 0.78%
31 UBS Group AG 6,683 317,000 0.68%
32 LADENBURG THALMANN FINANCIAL SERVICES INC. 6,098 288,000 0.62%
33 AMERICAN INTERNATIONAL GROUP, INC. 5,174 245,403 0.53%
34 Oakworth Capital, Inc. 4,719 223,000 0.48%
35 Waldron Private Wealth LLC 4,670 221,000 0.47%
36 Wealthquest Corp 4,483 213,000 0.46%
37 OGOREK ANTHONY JOSEPH /NY/ /ADV 4,404 209,000 0.45%
38 Mariner, LLC 4,290 203,000 0.44%
39 NewSquare Capital LLC 4,150 197,000 0.42%
40 Waverly Advisors, LLC 3,770 179,000 0.38%
41 Stanford Investment Group, Inc. 3,377 160,000 0.34%
42 Avior Wealth Management, LLC 2,811 133,000 0.29%
43 Peachtree Investment Advisors, Inc. 2,480 118,000 0.25%
44 Focused Wealth Management, Inc 894 42,000 0.09%
45 Strategic Capital Alternatives LLC 511 24,000 0.05%
46 Ameritas Investment Partners, Inc. 360 17,000 0.04%
47 Simplicity Solutions, LLC 277 13,138 0.03%
48 D.A. DAVIDSON & CO. 286 13,000 0.03%
49 CKW FINANCIAL GROUP 276 13,000 0.03%
50 BANK OF MONTREAL /CAN/ 186 9,000 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.