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

Institutional Holders (2014Q4)
Portfolio Summary: 143 Institutional holders with a total value of $2,225,795,517.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 STANCORP INVESTMENT ADVISERS INC 5 0 0.00%
3 TCI Wealth Advisors, Inc. 50 3,000 0.00%
4 Advisory Services Network, LLC 100 6,000 0.00%
5 BESSEMER GROUP INC 140 8,000 0.00%
6 First Horizon Advisors, Inc. 150 8,000 0.00%
7 NEXT Financial Group, Inc 270 15,000 0.00%
8 BROWN BROTHERS HARRIMAN & CO 435 24,000 0.00%
9 DEUTSCHE BANK AG\ 442 24,000 0.00%
10 Genesis Wealth Advisors, LLC 458 27,191 0.00%
11 Simplicity Solutions, LLC 549 30,386 0.00%
12 WFG Advisors, LP 596 33,000 0.00%
13 WHITTIER TRUST CO 1,046 58,000 0.00%
14 Archford Capital Strategies, LLC 1,187 66,000 0.00%
15 US FINANCIAL ADVISORS, LLC 1,392 77,000 0.00%
16 FineMark National Bank & Trust 1,500 83,000 0.00%
17 Stratos Wealth Partners, LTD. 2,298 127,125 0.01%
18 CT Financial Advisors LLC 2,392 132,341 0.01%
19 D.A. DAVIDSON & CO. 3,141 173,000 0.01%
20 SVA Wealth Management, LLC 3,837 212,000 0.01%
21 AMERICAN INTERNATIONAL GROUP, INC. 4,068 225,068 0.01%
22 Virtu KCG Holdings LLC 4,196 232,000 0.01%
23 AMERICAN ECONOMIC PLANNING GROUP INC /ADV 4,591 254,000 0.01%
24 CITIGROUP INC 4,590 254,000 0.01%
25 NEW ENGLAND SECURITIES CORP /MA/ 4,874 270,000 0.01%
26 CABOT WEALTH MANAGEMENT INC 4,880 270,000 0.01%
27 PRIVATE TRUST CO NA 4,972 275,000 0.01%
28 Creative Planning 5,069 280,000 0.01%
29 HighTower Advisors, LLC 5,089 282,000 0.01%
30 Mariner, LLC 5,530 306,000 0.01%
31 Concert Wealth Management Inc. 5,580 309,000 0.01%
32 GOLDMAN SACHS GROUP INC 5,898 326,000 0.01%
33 Courage Miller Partners, LLC 6,392 354,000 0.02%
34 MSI Financial Services Inc 6,469 358,000 0.02%
35 FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 6,500 360,000 0.02%
36 Regal Investment Advisors LLC 6,589 365,000 0.02%
37 Intersect Capital LLC 6,195 377,000 0.02%
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,400 409,000 0.02% Put
39 Forvis Mazars Wealth Advisors, LLC 7,650 423,000 0.02%
40 Osborn Williams & Donohoe LLC 8,000 443,000 0.02% SH
41 MARINER INDEPENDENT ADVISOR NETWORK, LLC 8,437 466,735 0.02%
42 COMERICA BANK 9,354 518,000 0.02%
43 LADENBURG THALMANN FINANCIAL SERVICES INC. 10,317 571,000 0.03%
44 ALESCO ADVISORS LLC 10,372 574,000 0.03%
45 Aris Wealth Services, Inc. 10,828 599,000 0.03%
46 Janney Montgomery Scott LLC 11,908 658,751 0.03%
47 Virtu Financial LLC 12,414 687,000 0.03%
48 North Star Investment Management Corp. 13,087 724,000 0.03%
49 Cetera Advisor Networks LLC 14,272 788,000 0.04%
50 Modera Wealth Management, LLC 14,426 798,000 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.