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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
51 Sigma Planning Corp 76,109 4,452,000 0.15%
52 FLOW TRADERS U.S. LLC 73,929 4,324,000 0.15%
53 SEI INVESTMENTS CO 73,864 4,320,000 0.15%
54 Stanford Investment Group, Inc. 73,657 4,308,000 0.14%
55 AMERIPRISE FINANCIAL INC 72,939 4,266,000 0.14%
56 MV CAPITAL MANAGEMENT, INC. 66,882 3,912,000 0.13%
57 RAND WEALTH, LLC 64,935 3,798,000 0.13%
58 BANK OF MONTREAL /CAN/ 62,778 3,672,000 0.12%
59 Rehmann Capital Advisory Group 61,006 3,568,000 0.12%
60 TD Capital Management LLC 60,290 3,526,000 0.12%
61 VICUS CAPITAL 60,056 3,513,000 0.12%
62 B. Riley Wealth Advisors, Inc. 59,863 3,502,000 0.12%
63 Genesis Wealth Advisors, LLC 57,243 3,370,467 0.11%
64 ASPIRIANT, LLC 57,405 3,358,000 0.11%
65 WEBSTER BANK, N. A. 55,878 3,268,000 0.11%
66 First Allied Asset Management, Inc. 55,812 3,261,000 0.11%
67 SII INVESTMENTS INC/WI 55,294 3,235,000 0.11%
68 GOFEN & GLOSSBERG LLC /IL/ 54,270 3,174,000 0.11%
69 D.A. DAVIDSON & CO. 52,517 3,071,000 0.10%
70 Cambridge Investment Research Advisors, Inc. 52,177 3,052,000 0.10%
71 Baystate Wealth Management LLC 51,998 3,041,000 0.10%
72 Betterment LLC 48,578 2,841,000 0.10%
73 Lenox Wealth Advisors, LLC 48,258 2,823,000 0.09%
74 Efficient Market Advisors, LLC 46,222 2,704,000 0.09%
75 ARGENT TRUST COMPANY, N.A. 38,890 2,275,000 0.08%
76 PLANNING ALTERNATIVES LTD /ADV 37,297 2,182,000 0.07%
77 OLD NATIONAL BANCORP /IN/ 33,615 1,966,000 0.07%
78 Bangor Savings Bank 33,324 1,949,000 0.07%
79 M&T BANK CORP 33,071 1,935,000 0.06%
80 BLAIR WILLIAM & CO/IL 28,875 1,688,000 0.06%
81 Virtu Financial LLC 28,603 1,673,000 0.06%
82 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 26,198 1,532,000 0.05%
83 NORTHERN TRUST CORP 24,974 1,461,000 0.05%
84 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 24,821 1,452,000 0.05%
85 INVESTMENT CENTERS OF AMERICA INC 24,542 1,437,000 0.05%
86 Colonial Trust Advisors 23,423 1,370,000 0.05%
87 HighTower Advisors, LLC 23,352 1,366,000 0.05%
88 WHITTIER TRUST CO OF NEVADA INC 23,000 1,345,000 0.05%
89 QUANTUM CAPITAL MANAGEMENT 22,674 1,326,000 0.04%
90 CIBC Private Wealth Group LLC 22,321 1,306,000 0.04%
91 Argent Trust Co 21,080 1,233,000 0.04%
92 Transamerica Financial Advisors, LLC 19,716 1,154,000 0.04%
93 Aspen Investment Management Inc 18,892 1,105,000 0.04%
94 Modera Wealth Management, LLC 18,714 1,095,000 0.04%
95 Clark Capital Management Group, Inc. 18,163 1,062,000 0.04%
96 Parsec Financial Management, Inc. 17,930 1,049,000 0.04%
97 JOHNSON INVESTMENT COUNSEL INC 15,826 925,000 0.03%
98 SMITH, MOORE & CO. 15,667 916,000 0.03%
99 MARINER INDEPENDENT ADVISOR NETWORK, LLC 15,508 907,062 0.03%
100 PRIVATE TRUST CO NA 14,282 835,000 0.03%
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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.