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

Institutional Holders (2014Q4)
Portfolio Summary: 207 Institutional holders with a total value of $2,263,607,560.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FMR LLC 6,320,624 483,781,000 21.37%
2 PROVIDA PENSION FUND ADMINISTRATOR 1,651,905 127,907,000 5.65%
3 NIPPON LIFE INSURANCE CO 1,642,700 125,732,000 5.55%
4 BANK OF AMERICA CORP /DE/ 1,602,588 122,662,000 5.42%
5 MORGAN STANLEY 1,574,374 120,503,000 5.32%
6 UBS Group AG 1,447,740 110,810,000 4.90%
7 WELLS FARGO & COMPANY/MN 1,271,561 97,379,000 4.30%
8 AEGON USA Investment Management, LLC 1,111,300 85,059,000 3.76%
9 Mizuho Bank, Ltd. 860,000 65,824,000 2.91%
10 LPL Financial LLC 833,410 63,789,000 2.82%
11 GOLDMAN SACHS GROUP INC 669,745 51,262,000 2.26%
12 ROYAL BANK OF CANADA 574,938 44,005,000 1.94%
13 Astor Investment Management LLC 570,336 43,654,000 1.93%
14 M&T BANK CORP 532,282 40,741,000 1.80%
15 SFMG, LLC 454,539 34,790,000 1.54%
16 Corbenic Partners LLC 405,005 30,999,000 1.37%
17 Beaumont Financial Partners, LLC 380,736 29,142,000 1.29%
18 LBMC INVESTMENT ADVISORS, LLC 373,107 28,558,000 1.26%
19 Stratford Consulting, LLC 356,939 27,320,000 1.21%
20 DEUTSCHE BANK AG\ 353,806 27,080,000 1.20%
21 ARS Wealth Advisors, LLC 306,686 23,474,000 1.04%
22 BlackRock Fund Advisors 303,807 23,253,000 1.03%
23 Simply Money Advisors 259,479 19,861,000 0.88%
24 New England Investment & Retirement Group, Inc. 233,906 17,903,000 0.79%
25 Homrich & Berg 232,446 17,791,000 0.79%
26 Commonwealth Equity Services, Inc 228,368 17,479,000 0.77%
27 JPMORGAN CHASE & CO 193,171 14,785,000 0.65%
28 BBVA USA Bancshares, Inc. 182,514 13,970,000 0.62%
29 Ancora Advisors LLC 168,986 12,934,000 0.57%
30 BLAIR WILLIAM & CO/IL 158,403 12,124,000 0.54%
31 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 158,360 12,121,000 0.54%
32 MARINER INDEPENDENT ADVISOR NETWORK, LLC 144,605 11,068,067 0.49%
33 Cetera Advisors LLC 143,593 10,998,000 0.49%
34 BlackRock Institutional Trust Company, N.A. 129,731 9,930,000 0.44%
35 NOMURA ASSET MANAGEMENT CO LTD 122,000 9,449,000 0.42%
36 CREDIT SUISSE AG/ 115,610 8,849,000 0.39%
37 ENVESTNET ASSET MANAGEMENT INC 112,659 8,623,000 0.38%
38 AMERIPRISE FINANCIAL INC 112,099 8,580,000 0.38%
39 BAHL & GAYNOR INC 109,955 8,416,000 0.37%
40 NOTTINGHAM ADVISORS, INC. 102,460 7,894,000 0.35%
41 Orion Porfolio Solutions, LLC 96,420 7,380,000 0.33%
42 LADENBURG THALMANN FINANCIAL SERVICES INC. 94,705 7,249,000 0.32%
43 GLENMEDE TRUST CO NA 94,664 7,244,000 0.32%
44 Raymond James Financial Services Advisors, Inc. 93,463 7,154,000 0.32%
45 BlackRock Investment Management, LLC 92,450 7,076,000 0.31%
46 ProVise Management Group, LLC 85,519 6,546,000 0.29%
47 RAYMOND JAMES & ASSOCIATES 72,301 5,534,000 0.24%
48 BANK HAPOALIM BM 70,150 5,369,000 0.24%
49 AVIANCE CAPITAL MANAGEMENT, LLC 69,614 5,328,000 0.24%
50 BANQUE PICTET & CIE SA 67,770 5,187,000 0.23%
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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.