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

Institutional Holders (2015Q3)
Portfolio Summary: 157 Institutional holders with a total value of $1,751,347,060.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Sunbelt Securities, Inc. 54 3,361 0.00%
2 JFS WEALTH ADVISORS, LLC 114 7,000 0.00%
3 Strategic Capital Alternatives LLC 168 10,000 0.00%
4 Kavar Capital Partners, LLC 223 13,000 0.00%
5 MUFG Americas Holdings Corp 243 15,000 0.00%
6 Argentus Capital Management, LLC 374 23,000 0.00%
7 AGF INVESTMENTS INC. 403 25,000 0.00%
8 WESTPORT RESOURCES MANAGEMENT INC 456 28,000 0.00%
9 Patten Group, Inc. 460 28,699 0.00%
10 BlackRock Investment Management, LLC 465 29,000 0.00%
11 First Horizon Advisors, Inc. 534 33,000 0.00%
12 NewSquare Capital LLC 576 36,000 0.00%
13 Creative Planning 660 41,000 0.00%
14 Hudock, Inc. 713 44,000 0.00%
15 Carroll Financial Associates, Inc. 675 44,000 0.00%
16 Vantage Investment Advisors, LLC 820 51,000 0.00%
17 WFG Advisors, LP 938 58,000 0.00%
18 Regal Investment Advisors LLC 1,075 67,000 0.00%
19 Sandy Spring Bank 1,196 75,000 0.00%
20 CENTRAL TRUST Co 1,265 79,000 0.00%
21 TD Capital Management LLC 1,728 108,000 0.01%
22 Transamerica Financial Advisors, LLC 2,407 151,000 0.01%
23 Advisory Services Network, LLC 2,898 181,000 0.01%
24 Shamrock Asset Management LLC 3,010 188,000 0.01%
25 MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,044 190,000 0.01%
26 TD ASSET MANAGEMENT INC 3,577 210,000 0.01%
27 Jackson Wealth Management, LLC 3,399 212,000 0.01%
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,500 218,000 0.01% Call
29 Calamos Wealth Management LLC 3,520 220,000 0.01%
30 PNC FINANCIAL SERVICES GROUP, INC. 3,548 221,000 0.01%
31 CITIGROUP INC 3,700 231,000 0.01%
32 COURIER CAPITAL LLC 3,933 245,000 0.01%
33 HL FINANCIAL SERVICES LLC 4,050 253,000 0.01%
34 CPWM, LLC 4,400 275,000 0.02%
35 NORTHERN TRUST CORP 4,677 292,000 0.02%
36 AMERICAN ECONOMIC PLANNING GROUP INC /ADV 4,690 293,000 0.02%
37 Aris Wealth Services, Inc. 4,698 293,000 0.02%
38 Parallax Volatility Advisers, L.P. 4,752 296,000 0.02%
39 B. Riley Wealth Advisors, Inc. 4,787 299,000 0.02%
40 Hoxton Financial, Inc. 4,929 308,000 0.02%
41 Baker Avenue Asset Management, LP 4,982 311,000 0.02%
42 AIMZ Investment Advisors, LLC 5,100 318,000 0.02%
43 Evanson Asset Management, LLC 5,312 331,000 0.02%
44 LS Investment Advisors, LLC 5,325 332,000 0.02%
45 INTEGRAL DERIVATIVES, LLC 5,465 341,000 0.02%
46 NEXT Financial Group, Inc 5,513 343,000 0.02%
47 NATIONAL PLANNING CORP 6,490 428,000 0.02%
48 CKW FINANCIAL GROUP 6,906 431,000 0.02%
49 M&T BANK CORP 9,068 565,000 0.03%
50 ASPIRIANT, LLC 9,146 571,000 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.