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

Institutional Holders (2014Q4)
Portfolio Summary: 116 Institutional holders with a total value of $1,285,343,423.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Creative Planning 18,898 2,091,000 0.16%
52 HOWE & RUSLING INC 18,374 2,033,000 0.16%
53 Commonwealth Equity Services, Inc 15,600 1,726,000 0.13%
54 COURIER CAPITAL LLC 14,470 1,601,000 0.12%
55 Independent Portfolio Consultants, Inc. 14,232 1,575,000 0.12%
56 TODD ASSET MANAGEMENT LLC 13,764 1,523,000 0.12%
57 Invesco Ltd. 11,864 1,313,000 0.10% PRN
58 JOHNSON INVESTMENT COUNSEL INC 11,505 1,273,000 0.10%
59 SIGNET FINANCIAL MANAGEMENT, LLC 10,350 1,145,000 0.09%
60 ARGENT TRUST COMPANY, N.A. 10,165 1,125,000 0.09%
61 JPMORGAN CHASE & CO 10,056 1,113,000 0.09%
62 Janney Montgomery Scott LLC 9,722 1,075,739 0.08%
63 PETTYJOHN, WOOD & WHITE, INC 9,675 1,071,000 0.08%
64 Cordasco Financial Network 9,585 1,061,000 0.08%
65 FIRST HAWAIIAN BANK 9,549 1,057,000 0.08%
66 BEACON TRUST CO 9,537 1,055,000 0.08%
67 BlackRock Investment Management, LLC 9,366 1,036,000 0.08%
68 TRUSTMARK BANK TRUST DEPARTMENT 7,955 880,000 0.07%
69 OPPENHEIMER & CO INC 7,240 801,000 0.06%
70 1ST SOURCE BANK 7,136 790,000 0.06%
71 Cambridge Investment Research Advisors, Inc. 7,133 789,000 0.06%
72 CHEMICAL BANK 7,075 783,000 0.06%
73 NTV ASSET MANAGEMENT LLC 6,785 750,000 0.06%
74 PALLADIUM PARTNERS LLC 6,715 743,000 0.06%
75 KANALY TRUST CO 5,710 632,000 0.05%
76 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,471 606,000 0.05%
77 Baystate Wealth Management LLC 5,442 602,000 0.05%
78 TRUIST FINANCIAL CORP 4,981 551,000 0.04%
79 COMMERCE BANK 4,866 539,000 0.04%
80 COMERICA SECURITIES INC 4,367 483,000 0.04%
81 People's United Financial, Inc. 3,556 393,000 0.03%
82 HANCOCK WHITNEY CORP 3,402 376,000 0.03%
83 WASHINGTON TRUST BANK 3,250 360,000 0.03%
84 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,239 358,000 0.03%
85 TCV Trust & Wealth Management, Inc. 2,950 326,000 0.03%
86 DENVER INVESTMENT ADVISORS LLC 2,700 299,000 0.02%
87 Advisory Services Network, LLC 2,541 285,000 0.02%
88 Robert W. Baird & Co. Inc 2,408 266,000 0.02%
89 Exchange Capital Management, Inc. 2,292 254,000 0.02%
90 Argent Trust Co 2,200 243,000 0.02%
91 AMG National Trust Bank 2,166 240,000 0.02%
92 BOSTON PRIVATE BANK & TRUST CO 1,995 221,000 0.02%
93 FDx Advisors, Inc. 1,920 212,000 0.02%
94 First Horizon Advisors, Inc. 1,522 168,000 0.01%
95 STANCORP INVESTMENT ADVISERS INC 1,446 160,000 0.01%
96 Bartlett & Co. LLC 1,450 160,000 0.01%
97 AMERICAN INTERNATIONAL GROUP, INC. 1,297 143,513 0.01%
98 NATIONAL PLANNING CORP 965 107,451 0.01%
99 PIEDMONT INVESTMENT ADVISORS INC 750 82,987 0.01%
100 Patten Group, Inc. 670 74,000 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.