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

Institutional Holders (2015Q2)
Portfolio Summary: 139 Institutional holders with a total value of $1,512,587,068.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Sunbelt Securities, Inc. 53 3,467 0.00%
3 FMA ADVISORY INC 102 7,000 0.00%
4 Vantage Investment Advisors, LLC 184 12,000 0.00%
5 Kavar Capital Partners, LLC 220 14,000 0.00%
6 Regal Investment Advisors LLC 270 17,000 0.00%
7 Strategic Capital Alternatives LLC 328 22,000 0.00%
8 WEALTHCARE CAPITAL MANAGEMENT LLC 443 29,000 0.00%
9 WESTPORT RESOURCES MANAGEMENT INC 449 29,000 0.00%
10 Patten Group, Inc. 460 30,033 0.00%
11 WHITTIER TRUST CO 500 33,000 0.00%
12 First Horizon Advisors, Inc. 534 34,000 0.00%
13 Carroll Financial Associates, Inc. 550 36,000 0.00%
14 TD Capital Management LLC 548 36,000 0.00%
15 NewSquare Capital LLC 618 40,000 0.00%
16 Hudock, Inc. 713 46,000 0.00%
17 WFG Advisors, LP 1,227 80,000 0.01%
18 MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,393 91,000 0.01%
19 Advisory Services Network, LLC 2,727 179,000 0.01%
20 COURIER CAPITAL LLC 3,083 201,000 0.01%
21 PNC FINANCIAL SERVICES GROUP, INC. 3,132 205,000 0.01%
22 B. Riley Wealth Advisors, Inc. 3,140 207,000 0.01%
23 Allianz Asset Management GmbH 3,212 210,000 0.01%
24 TD ASSET MANAGEMENT INC 3,712 218,000 0.01%
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,800 249,000 0.02% Call
26 Aris Wealth Services, Inc. 3,963 259,000 0.02%
27 HL FINANCIAL SERVICES LLC 4,050 264,000 0.02%
28 NEXT Financial Group, Inc 4,135 269,000 0.02%
29 AIMZ Investment Advisors, LLC 5,100 333,000 0.02%
30 Investors Capital Advisory Services 5,199 339,000 0.02%
31 Evanson Asset Management, LLC 5,236 342,000 0.02%
32 Hoxton Financial, Inc. 5,428 354,000 0.02%
33 AMERICAN ECONOMIC PLANNING GROUP INC /ADV 5,741 375,000 0.02%
34 Baker Avenue Asset Management, LP 6,090 398,000 0.03%
35 M&T BANK CORP 6,149 401,000 0.03%
36 CKW FINANCIAL GROUP 6,865 448,000 0.03%
37 FAS Wealth Partners, Inc. 7,357 480,000 0.03%
38 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 7,624 498,000 0.03%
39 Partnervest Advisory Services LLC 8,133 531,000 0.04%
40 BlackRock Investment Management, LLC 8,186 534,000 0.04%
41 BB&T SECURITIES, LLC 8,593 561,000 0.04%
42 ASPIRIANT, LLC 9,094 594,000 0.04%
43 LINCOLN NATIONAL CORP 9,622 650,000 0.04%
44 AXA S.A. 11,040 721,000 0.05%
45 HUNTINGTON NATIONAL BANK 11,075 723,000 0.05% PRN
46 Raymond James Financial Services Advisors, Inc. 11,439 747,000 0.05%
47 Asset Management Group, Inc. 13,204 862,000 0.06%
48 CYPRESS WEALTH ADVISORS LLC 15,443 1,008,000 0.07%
49 Glovista Investments LLC 16,800 1,097,000 0.07%
50 WHITTIER TRUST CO OF NEVADA INC 17,357 1,133,000 0.07%
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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.