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

Institutional Holders (2015Q2)
Portfolio Summary: 122 Institutional holders with a total value of $1,407,337,571.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 WFG Advisors, LP 3 0 0.00%
3 CAPTRUST FINANCIAL ADVISORS 13 1,000 0.00%
4 Bray Capital Advisors 35 4,000 0.00%
5 MSI Financial Services Inc 64 7,000 0.00%
6 REILLY FINANCIAL ADVISORS, LLC 104 11,000 0.00%
7 Ameritas Investment Partners, Inc. 168 18,000 0.00%
8 WHITTIER TRUST CO OF NEVADA INC 198 22,000 0.00%
9 DELTA ASSET MANAGEMENT LLC/TN 210 23,000 0.00%
10 WHITTIER TRUST CO 408 45,000 0.00%
11 PIEDMONT INVESTMENT ADVISORS INC 558 61,698 0.00%
12 BESSEMER GROUP INC 585 65,000 0.00%
13 Patten Group, Inc. 670 74,081 0.01%
14 St. Johns Investment Management Company, LLC 675 75,000 0.01%
15 GUPTA WEALTH MANAGEMENT LLC 699 77,000 0.01%
16 AMERICAN INTERNATIONAL GROUP, INC. 720 79,611 0.01%
17 Regal Investment Advisors LLC 995 110,000 0.01%
18 INTEGRATED WEALTH MANAGEMENT 1,129 125,000 0.01%
19 Bartlett & Co. LLC 1,450 160,000 0.01%
20 First Horizon Advisors, Inc. 1,522 167,000 0.01%
21 CLEARY GULL HOLDINGS INC. 1,868 207,000 0.01%
22 AMG National Trust Bank 1,897 210,000 0.01%
23 Sigma Planning Corp 2,052 227,000 0.02%
24 GOLDMAN SACHS GROUP INC 2,130 236,000 0.02%
25 Plancorp, LLC 2,167 240,000 0.02%
26 MANAGED ACCOUNT ADVISORS LLC 2,195 243,000 0.02%
27 Exchange Capital Management, Inc. 2,248 249,000 0.02%
28 Advisory Services Network, LLC 2,291 252,000 0.02%
29 USA FINANCIAL FORMULAS 2,298 254,000 0.02%
30 BAIRD FINANCIAL GROUP, INC. 2,489 275,000 0.02%
31 FDx Advisors, Inc. 2,626 290,000 0.02%
32 DENVER INVESTMENT ADVISORS LLC 2,700 298,000 0.02%
33 TCV Trust & Wealth Management, Inc. 2,950 326,000 0.02%
34 HANCOCK WHITNEY CORP 2,954 330,000 0.02%
35 WASHINGTON TRUST BANK 3,175 351,000 0.02%
36 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,239 358,000 0.03%
37 Confluence Wealth Management LLC 3,244 359,000 0.03%
38 BlackRock Investment Management, LLC 3,259 360,000 0.03%
39 FIFTH THIRD BANCORP 3,428 379,000 0.03%
40 Hugh Johnson Advisors LLC 3,470 384,000 0.03%
41 Cordasco Financial Network 4,230 468,000 0.03%
42 AMERIPRISE FINANCIAL INC 4,329 476,000 0.03%
43 COMERICA SECURITIES INC 4,352 481,000 0.03%
44 Endurance Wealth Management, Inc. 4,477 495,000 0.04%
45 Cambridge Investment Research Advisors, Inc. 4,576 506,000 0.04%
46 COMMERCE BANK 4,641 514,000 0.04%
47 CITADEL ADVISORS LLC 4,805 531,000 0.04%
48 People's United Financial, Inc. 4,984 551,000 0.04%
49 TRUIST FINANCIAL CORP 5,256 581,000 0.04%
50 Baystate Wealth Management LLC 5,442 602,000 0.04%
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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.