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

Institutional Holders (2014Q4)
Portfolio Summary: 144 Institutional holders with a total value of $1,665,929,509.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 MOTCO 72 3,000 0.00%
3 Transamerica Financial Advisors, LLC 90 4,000 0.00%
4 Alexandria Capital, LLC 91 4,000 0.00%
5 Sandy Spring Bank 141 6,000 0.00%
6 Visionary Asset Management, Inc. 230 9,000 0.00%
7 Ameritas Investment Partners, Inc. 415 16,000 0.00%
8 WASHINGTON TRUST BANK 463 19,000 0.00%
9 SYNOVUS FINANCIAL CORP 700 28,000 0.00%
10 LAZARD ASSET MANAGEMENT LLC 752 30,000 0.00%
11 FIFTH THIRD BANCORP 910 37,000 0.00%
12 Cassaday & Co Inc. 1,292 52,000 0.00%
13 D.A. DAVIDSON & CO. 1,303 52,000 0.00%
14 Simplicity Solutions, LLC 1,300 52,617 0.00%
15 Stratos Wealth Partners, LTD. 1,362 55,128 0.00%
16 Gradient Investments LLC 1,408 57,000 0.00%
17 Creative Planning 1,508 61,000 0.00%
18 Johnson Financial Group, Inc. 1,535 62,000 0.00%
19 NATIONAL PLANNING CORP 2,471 100,150 0.01%
20 TRUST DEPARTMENT MB FINANCIAL BANK N A 2,500 101,000 0.01%
21 WFG Advisors, LP 2,557 104,000 0.01%
22 Compagnie Lombard Odier SCmA 5,000 202,000 0.01%
23 MUFG Americas Holdings Corp 5,000 202,000 0.01%
24 PRIVATE TRUST CO NA 5,097 206,000 0.01%
25 NEW ENGLAND SECURITIES CORP /MA/ 5,800 235,000 0.01%
26 ADVANTAGE INVESTMENT MANAGEMENT, LLC 6,115 248,000 0.01%
27 Laidlaw Group, LLC 6,850 277,000 0.02%
28 BANK OF MONTREAL /CAN/ 6,950 281,000 0.02%
29 PNC FINANCIAL SERVICES GROUP, INC. 7,128 289,000 0.02%
30 STANCORP INVESTMENT ADVISERS INC 7,223 292,000 0.02%
31 Harbour Capital Advisors, LLC 7,325 297,000 0.02%
32 NEXT Financial Group, Inc 7,431 301,000 0.02%
33 HIGH POINT BANK & TRUST CO 7,707 312,000 0.02%
34 BANK HAPOALIM BM 7,800 316,000 0.02%
35 ProVise Management Group, LLC 7,881 319,000 0.02%
36 Investors Capital Advisory Services 8,083 327,000 0.02%
37 WISCONSIN CAPITAL MANAGEMENT LLC 8,240 334,000 0.02%
38 Ancora Advisors LLC 8,452 342,000 0.02%
39 COURIER CAPITAL LLC 8,633 349,000 0.02%
40 Ledyard National Bank 8,760 354,000 0.02%
41 TRUSTMARK BANK TRUST DEPARTMENT 8,956 363,000 0.02%
42 AXA S.A. 9,110 369,000 0.02%
43 Rehmann Capital Advisory Group 9,142 370,000 0.02%
44 VSR Financial Services, Inc. 9,858 399,000 0.02%
45 RELIANCE TRUST CO OF DELAWARE 9,938 402,000 0.02%
46 WHITTIER TRUST CO OF NEVADA INC 10,177 412,000 0.02%
47 MILLENNIUM MANAGEMENT LLC 10,475 424,000 0.03%
48 BROWN ADVISORY INC 10,768 436,000 0.03%
49 M&T BANK CORP 11,753 476,000 0.03%
50 CITY NATIONAL BANK 11,914 482,000 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.