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

Institutional Holders (2015Q1)
Portfolio Summary: 158 Institutional holders with a total value of $2,977,181,329.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 WEALTHFRONT CORP 31 2,000 0.00%
3 WFG Advisors, LP 39 2,000 0.00%
4 Thomasville National Bank 55 3,000 0.00%
5 First Horizon Advisors, Inc. 150 9,000 0.00%
6 NEXT Financial Group, Inc 270 15,000 0.00%
7 Sunbelt Securities, Inc. 277 16,184 0.00%
8 BROWN BROTHERS HARRIMAN & CO 435 25,000 0.00%
9 Simplicity Solutions, LLC 549 32,128 0.00%
10 Crosspoint Capital Strategies, LLC 887 52,000 0.00%
11 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 932 55,000 0.00%
12 COLONY GROUP LLC 954 56,000 0.00%
13 US FINANCIAL ADVISORS, LLC 1,135 66,000 0.00%
14 WHITTIER TRUST CO 1,311 77,000 0.00%
15 STANCORP INVESTMENT ADVISERS INC 1,660 97,000 0.00%
16 FineMark National Bank & Trust 1,670 98,000 0.00%
17 Archford Capital Strategies, LLC 2,108 123,297 0.00%
18 CT Financial Advisors LLC 2,138 125,027 0.00%
19 Advisory Services Network, LLC 2,807 168,000 0.01%
20 Regal Investment Advisors LLC 3,258 191,000 0.01%
21 Parkside Financial Bank & Trust 3,500 205,000 0.01%
22 LOGAN CAPITAL MANAGEMENT INC 3,585 210,000 0.01%
23 Concert Wealth Management Inc. 6,864 219,000 0.01%
24 CREDIT SUISSE AG/ 3,850 225,000 0.01%
25 Syntal Capital Partners, LLC 3,939 230,000 0.01%
26 MADISON INVESTMENT HOLDINGS INC 3,950 231,000 0.01%
27 Homrich & Berg 3,977 233,000 0.01%
28 TWO SIGMA SECURITIES, LLC 4,401 257,000 0.01%
29 Opus Capital Group, LLC 4,492 263,000 0.01%
30 COMERICA BANK 4,726 276,000 0.01%
31 Robert W. Baird & Co. Inc 4,817 282,000 0.01%
32 Creative Planning 5,131 300,000 0.01%
33 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,405 316,000 0.01%
34 SVA Wealth Management, LLC 5,487 321,000 0.01%
35 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,644 330,000 0.01%
36 FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 6,500 380,000 0.01%
37 Forvis Mazars Wealth Advisors, LLC 6,850 401,000 0.01%
38 GUPTA WEALTH MANAGEMENT LLC 6,950 407,000 0.01%
39 Intersect Capital LLC 6,406 426,000 0.01%
40 AMERICAN ECONOMIC PLANNING GROUP INC /ADV 7,293 427,000 0.01%
41 AMERICAN INTERNATIONAL GROUP, INC. 7,525 440,164 0.01%
42 Mariner, LLC 7,566 443,000 0.01%
43 Osborn Williams & Donohoe LLC 8,000 468,000 0.02% SH
44 Tower Research Capital LLC (TRC) 8,684 508,000 0.02%
45 GOULD ASSET MANAGEMENT LLC /CA/ 8,875 519,000 0.02%
46 BINGHAM OSBORN & SCARBOROUGH LLC 8,994 526,000 0.02%
47 NATIONAL PLANNING CORP 9,329 563,000 0.02%
48 BOK Financial Private Wealth, Inc. 10,613 621,000 0.02%
49 ALESCO ADVISORS LLC 10,895 637,000 0.02%
50 SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,500 673,000 0.02% Put
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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.