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

Institutional Holders (2015Q4)
Portfolio Summary: 199 Institutional holders with a total value of $2,894,246,313.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Argentus Capital Management, LLC 34 2,000 0.00%
3 Ledyard National Bank 53 3,000 0.00%
4 Sunbelt Securities, Inc. 54 3,530 0.00%
5 Winslow, Evans & Crocker, Inc. 76 4,866 0.00%
6 Crosspoint Capital Strategies, LLC 96 6,000 0.00%
7 GUPTA WEALTH MANAGEMENT LLC 100 6,000 0.00%
8 JFS WEALTH ADVISORS, LLC 114 7,000 0.00%
9 CWM, LLC 150 10,000 0.00%
10 CAPTRUST FINANCIAL ADVISORS 171 11,000 0.00%
11 Oakworth Capital, Inc. 200 13,000 0.00%
12 WEALTHPLAN PARTNERS, LLC 204 13,201 0.00%
13 Kavar Capital Partners, LLC 226 14,000 0.00%
14 MUFG Americas Holdings Corp 341 22,000 0.00%
15 Patten Group, Inc. 460 29,840 0.00%
16 WESTPORT RESOURCES MANAGEMENT INC 460 30,000 0.00%
17 Gemmer Asset Management LLC 498 32,000 0.00%
18 NewSquare Capital LLC 576 37,000 0.00%
19 Hudock, Inc. 713 46,000 0.00%
20 Vantage Investment Advisors, LLC 826 54,000 0.00%
21 US BANCORP \DE\ 907 59,000 0.00%
22 WFG Advisors, LP 947 61,000 0.00%
23 Tower Research Capital LLC (TRC) 1,100 71,000 0.00%
24 Creative Planning 1,090 71,000 0.00%
25 Parkside Financial Bank & Trust 1,136 74,000 0.00%
26 Sandy Spring Bank 1,196 78,000 0.00%
27 D.A. DAVIDSON & CO. 1,635 106,000 0.00%
28 TORONTO DOMINION BANK 1,745 113,000 0.00%
29 BESSEMER GROUP INC 1,778 115,000 0.00%
30 EDMOND DE ROTHSCHILD HOLDING S.A. 1,915 124,000 0.00%
31 Carroll Financial Associates, Inc. 1,983 128,000 0.00%
32 TD Capital Management LLC 2,225 144,000 0.00%
33 Shamrock Asset Management LLC 2,367 154,000 0.01%
34 Simplicity Solutions, LLC 2,395 155,364 0.01%
35 COLONY GROUP LLC 2,655 172,000 0.01%
36 TD ASSET MANAGEMENT INC 3,176 206,000 0.01%
37 NORTHERN TRUST CORP 3,567 232,000 0.01%
38 CITIGROUP INC 3,701 240,000 0.01%
39 Regal Investment Advisors LLC 3,983 258,000 0.01%
40 Advisory Services Network, LLC 4,143 269,000 0.01%
41 B. Riley Wealth Advisors, Inc. 4,498 292,000 0.01%
42 ASSET DEDICATION, LLC 4,547 295,000 0.01%
43 AMERICAN ECONOMIC PLANNING GROUP INC /ADV 4,783 310,000 0.01%
44 NEXT Financial Group, Inc 4,786 310,000 0.01%
45 Baker Avenue Asset Management, LP 4,824 313,000 0.01%
46 CPWM, LLC 4,900 318,000 0.01%
47 Hoxton Financial, Inc. 4,995 324,000 0.01%
48 AIMZ Investment Advisors, LLC 5,100 331,000 0.01%
49 REGAL WEALTH GROUP, INC. 42,692 341,000 0.01%
50 TRUIST FINANCIAL CORP 5,300 344,000 0.01%
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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.