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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
101 LADENBURG THALMANN FINANCIAL SERVICES INC. 10,317 571,000 0.03%
102 COMERICA BANK 9,354 518,000 0.02%
103 MARINER INDEPENDENT ADVISOR NETWORK, LLC 8,437 466,735 0.02%
104 Osborn Williams & Donohoe LLC 8,000 443,000 0.02% SH
105 Forvis Mazars Wealth Advisors, LLC 7,650 423,000 0.02%
106 SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,400 409,000 0.02% Put
107 Intersect Capital LLC 6,195 377,000 0.02%
108 Regal Investment Advisors LLC 6,589 365,000 0.02%
109 FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 6,500 360,000 0.02%
110 MSI Financial Services Inc 6,469 358,000 0.02%
111 Courage Miller Partners, LLC 6,392 354,000 0.02%
112 GOLDMAN SACHS GROUP INC 5,898 326,000 0.01%
113 Concert Wealth Management Inc. 5,580 309,000 0.01%
114 Mariner, LLC 5,530 306,000 0.01%
115 HighTower Advisors, LLC 5,089 282,000 0.01%
116 Creative Planning 5,069 280,000 0.01%
117 PRIVATE TRUST CO NA 4,972 275,000 0.01%
118 NEW ENGLAND SECURITIES CORP /MA/ 4,874 270,000 0.01%
119 CABOT WEALTH MANAGEMENT INC 4,880 270,000 0.01%
120 AMERICAN ECONOMIC PLANNING GROUP INC /ADV 4,591 254,000 0.01%
121 CITIGROUP INC 4,590 254,000 0.01%
122 Virtu KCG Holdings LLC 4,196 232,000 0.01%
123 AMERICAN INTERNATIONAL GROUP, INC. 4,068 225,068 0.01%
124 SVA Wealth Management, LLC 3,837 212,000 0.01%
125 D.A. DAVIDSON & CO. 3,141 173,000 0.01%
126 CT Financial Advisors LLC 2,392 132,341 0.01%
127 Stratos Wealth Partners, LTD. 2,298 127,125 0.01%
128 FineMark National Bank & Trust 1,500 83,000 0.00%
129 US FINANCIAL ADVISORS, LLC 1,392 77,000 0.00%
130 Archford Capital Strategies, LLC 1,187 66,000 0.00%
131 WHITTIER TRUST CO 1,046 58,000 0.00%
132 WFG Advisors, LP 596 33,000 0.00%
133 Simplicity Solutions, LLC 549 30,386 0.00%
134 Genesis Wealth Advisors, LLC 458 27,191 0.00%
135 DEUTSCHE BANK AG\ 442 24,000 0.00%
136 BROWN BROTHERS HARRIMAN & CO 435 24,000 0.00%
137 NEXT Financial Group, Inc 270 15,000 0.00%
138 First Horizon Advisors, Inc. 150 8,000 0.00%
139 BESSEMER GROUP INC 140 8,000 0.00%
140 Advisory Services Network, LLC 100 6,000 0.00%
141 TCI Wealth Advisors, Inc. 50 3,000 0.00%
142 Parallax Volatility Advisers, L.P. 1 0 0.00%
143 STANCORP INVESTMENT ADVISERS INC 5 0 0.00%
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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.