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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
101 LADENBURG THALMANN FINANCIAL SERVICES INC. 14,134 827,000 0.03%
102 SCOTIA CAPITAL INC. 14,025 820,000 0.03%
103 RAYMOND JAMES & ASSOCIATES 13,640 798,000 0.03%
104 Aris Wealth Services, Inc. 12,927 756,000 0.03%
105 North Star Investment Management Corp. 12,627 739,000 0.02%
106 Janney Montgomery Scott LLC 12,386 724,000 0.02%
107 Courage Miller Partners, LLC 12,323 721,000 0.02%
108 MSI Financial Services Inc 12,214 714,000 0.02%
109 SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,500 673,000 0.02% Put
110 ALESCO ADVISORS LLC 10,895 637,000 0.02%
111 BOK Financial Private Wealth, Inc. 10,613 621,000 0.02%
112 NATIONAL PLANNING CORP 9,329 563,000 0.02%
113 BINGHAM OSBORN & SCARBOROUGH LLC 8,994 526,000 0.02%
114 GOULD ASSET MANAGEMENT LLC /CA/ 8,875 519,000 0.02%
115 Tower Research Capital LLC (TRC) 8,684 508,000 0.02%
116 Osborn Williams & Donohoe LLC 8,000 468,000 0.02% SH
117 Mariner, LLC 7,566 443,000 0.01%
118 AMERICAN INTERNATIONAL GROUP, INC. 7,525 440,164 0.01%
119 AMERICAN ECONOMIC PLANNING GROUP INC /ADV 7,293 427,000 0.01%
120 Intersect Capital LLC 6,406 426,000 0.01%
121 GUPTA WEALTH MANAGEMENT LLC 6,950 407,000 0.01%
122 Forvis Mazars Wealth Advisors, LLC 6,850 401,000 0.01%
123 FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 6,500 380,000 0.01%
124 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,644 330,000 0.01%
125 SVA Wealth Management, LLC 5,487 321,000 0.01%
126 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,405 316,000 0.01%
127 Creative Planning 5,131 300,000 0.01%
128 Robert W. Baird & Co. Inc 4,817 282,000 0.01%
129 COMERICA BANK 4,726 276,000 0.01%
130 Opus Capital Group, LLC 4,492 263,000 0.01%
131 TWO SIGMA SECURITIES, LLC 4,401 257,000 0.01%
132 Homrich & Berg 3,977 233,000 0.01%
133 MADISON INVESTMENT HOLDINGS INC 3,950 231,000 0.01%
134 Syntal Capital Partners, LLC 3,939 230,000 0.01%
135 CREDIT SUISSE AG/ 3,850 225,000 0.01%
136 Concert Wealth Management Inc. 6,864 219,000 0.01%
137 LOGAN CAPITAL MANAGEMENT INC 3,585 210,000 0.01%
138 Parkside Financial Bank & Trust 3,500 205,000 0.01%
139 Regal Investment Advisors LLC 3,258 191,000 0.01%
140 Advisory Services Network, LLC 2,807 168,000 0.01%
141 CT Financial Advisors LLC 2,138 125,027 0.00%
142 Archford Capital Strategies, LLC 2,108 123,297 0.00%
143 FineMark National Bank & Trust 1,670 98,000 0.00%
144 STANCORP INVESTMENT ADVISERS INC 1,660 97,000 0.00%
145 WHITTIER TRUST CO 1,311 77,000 0.00%
146 US FINANCIAL ADVISORS, LLC 1,135 66,000 0.00%
147 COLONY GROUP LLC 954 56,000 0.00%
148 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 932 55,000 0.00%
149 Crosspoint Capital Strategies, LLC 887 52,000 0.00%
150 Simplicity Solutions, LLC 549 32,128 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.