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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
51 CREDIT SUISSE AG/ 15,592 863,000 0.04%
52 Glovista Investments LLC 15,989 885,000 0.04%
53 Atria Investments, Inc 16,183 895,000 0.04%
54 Aspen Investment Management Inc 16,612 919,000 0.04%
55 WHITTIER TRUST CO OF NEVADA INC 17,595 973,000 0.04%
56 SCOTIA CAPITAL INC. 18,750 1,037,000 0.05%
57 Clark Capital Management Group, Inc. 18,930 1,047,000 0.05%
58 Colonial Trust Advisors 19,074 1,055,000 0.05%
59 QUANTUM CAPITAL MANAGEMENT 19,451 1,076,000 0.05%
60 CIBC Private Wealth Group LLC 22,321 1,235,000 0.06%
61 First Allied Asset Management, Inc. 22,726 1,259,000 0.06%
62 Bangor Savings Bank 23,335 1,291,000 0.06%
63 Placemark Investments, Inc. 25,045 1,386,000 0.06%
64 CAPE COD FIVE CENTS SAVINGS BANK 25,730 1,423,000 0.06%
65 MANAGED ACCOUNT ADVISORS LLC 25,858 1,430,000 0.06%
66 Betterment LLC 25,866 1,431,000 0.06%
67 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 26,630 1,473,000 0.07%
68 BLAIR WILLIAM & CO/IL 28,770 1,591,000 0.07%
69 M&T BANK CORP 31,715 1,754,000 0.08%
70 KEYBANK NATIONAL ASSOCIATION/OH 31,797 1,759,000 0.08%
71 PLANNING ALTERNATIVES LTD /ADV 33,262 1,840,000 0.08%
72 OLD NATIONAL BANCORP /IN/ 33,615 1,860,000 0.08%
73 BINGHAM OSBORN & SCARBOROUGH LLC 36,938 2,043,000 0.09%
74 ARGENT TRUST COMPANY, N.A. 37,445 2,071,000 0.09%
75 Efficient Market Advisors, LLC 43,880 2,427,000 0.11%
76 SII INVESTMENTS INC/WI 45,271 2,503,000 0.11%
77 Cambridge Investment Research Advisors, Inc. 47,020 2,601,000 0.12%
78 Sigma Planning Corp 49,713 2,750,000 0.12%
79 WEBSTER BANK, N. A. 51,525 2,850,000 0.13%
80 B. Riley Wealth Advisors, Inc. 52,109 2,883,000 0.13%
81 ASPIRIANT, LLC 54,387 3,009,000 0.14%
82 GOFEN & GLOSSBERG LLC /IL/ 54,583 3,020,000 0.14%
83 TD Capital Management LLC 57,041 3,156,000 0.14%
84 Stanford Investment Group, Inc. 58,142 3,216,000 0.14%
85 JPMORGAN CHASE & CO 58,620 3,243,000 0.15%
86 RAND WEALTH, LLC 60,138 3,403,000 0.15%
87 Rehmann Capital Advisory Group 63,729 3,526,000 0.16%
88 IFC Holdings Incorporated/FL 63,541 3,590,000 0.16%
89 MV CAPITAL MANAGEMENT, INC. 65,820 3,641,000 0.16%
90 Lenox Wealth Advisors, LLC 67,066 3,710,000 0.17%
91 OLD MISSION CAPITAL LLC 67,741 3,747,000 0.17%
92 BOK Financial Private Wealth, Inc. 72,957 4,036,000 0.18%
93 AMERIPRISE FINANCIAL INC 76,248 4,197,000 0.19%
94 Tortoise Investment Management, LLC 75,886 4,198,000 0.19%
95 JOHNSON INVESTMENT COUNSEL INC 81,650 4,516,000 0.20%
96 SUSQUEHANNA INTERNATIONAL GROUP, LLP 83,757 4,634,000 0.21%
97 Private Advisor Group, LLC 85,247 4,716,000 0.21%
98 NORTHERN TRUST CORP 91,148 5,042,000 0.23%
99 Towercrest Capital Management 95,679 5,293,000 0.24%
100 NATIONAL PLANNING CORP 98,794 5,330,920 0.24%
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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.