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

Institutional Holders (2015Q2)
Portfolio Summary: 67 Institutional holders with a total value of $1,158,807,932.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Lowe Wealth Advisors, LLC 12 1,000 0.00%
3 Gradient Investments LLC 17 1,000 0.00%
4 WESTPORT RESOURCES MANAGEMENT INC 75 4,000 0.00%
5 Vantage Investment Advisors, LLC 85 5,000 0.00%
6 Ironwood Financial, llc 225 12,000 0.00%
7 Plante Moran Financial Advisors, LLC 225 12,000 0.00%
8 Regal Investment Advisors LLC 260 14,000 0.00%
9 Gemmer Asset Management LLC 329 18,000 0.00% SH
10 FIFTH THIRD BANCORP 394 22,000 0.00%
11 NEXT Financial Group, Inc 520 28,000 0.00%
12 GUPTA WEALTH MANAGEMENT LLC 547 30,000 0.00%
13 CITIGROUP INC 769 42,000 0.00%
14 ASSET PLANNING SERVICES, LTD. 760 42,000 0.00%
15 WFG Advisors, LP 888 49,000 0.00%
16 WHITTIER TRUST CO OF NEVADA INC 1,000 55,000 0.00%
17 MSI Financial Services Inc 1,625 90,000 0.01%
18 Advisory Services Network, LLC 2,385 132,000 0.01%
19 CT Financial Advisors LLC 2,415 133,090 0.01%
20 WBH ADVISORY INC 4,100 225,000 0.02%
21 ASPIRIANT, LLC 4,825 266,000 0.02%
22 Gilman Hill Asset Management, LLC 5,040 278,000 0.02%
23 MANAGED ACCOUNT ADVISORS LLC 5,678 313,000 0.03%
24 Mariner, LLC 6,647 366,000 0.03%
25 Rehmann Capital Advisory Group 7,030 387,000 0.03%
26 First Allied Advisory Services, Inc. 7,123 393,000 0.03%
27 Homrich & Berg 7,636 421,000 0.04%
28 BAIRD FINANCIAL GROUP, INC. 8,722 481,000 0.04%
29 Private Advisor Group, LLC 11,192 617,000 0.05%
30 NORRIS PERNE & FRENCH LLP/MI 11,404 628,000 0.05%
31 Bank of New York Mellon Corp 12,183 671,000 0.06%
32 Baker Avenue Asset Management, LP 12,250 675,000 0.06%
33 Tortoise Investment Management, LLC 12,966 715,000 0.06%
34 Cambridge Investment Research Advisors, Inc. 13,670 753,000 0.06%
35 NewSquare Capital LLC 15,813 871,000 0.08%
36 Cetera Advisors LLC 17,035 938,000 0.08%
37 LADENBURG THALMANN FINANCIAL SERVICES INC. 18,125 999,000 0.09%
38 NAPLES GLOBAL ADVISORS, LLC 19,390 1,069,000 0.09%
39 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 20,460 1,128,000 0.10%
40 AMERICAN INTERNATIONAL GROUP, INC. 22,298 1,228,842 0.11%
41 CREDIT SUISSE AG/ 22,329 1,231,000 0.11%
42 TD Capital Management LLC 23,835 1,314,000 0.11%
43 Orion Porfolio Solutions, LLC 25,139 1,385,000 0.12%
44 Sigma Planning Corp 25,409 1,400,000 0.12%
45 FC ADVISORY LLC 29,943 1,650,000 0.14%
46 HighTower Advisors, LLC 37,947 2,091,000 0.18%
47 ETF Portfolio Partners, Inc. 41,846 2,306,000 0.20%
48 Allworth Financial LP 49,828 2,746,000 0.24%
49 UBS Group AG 50,403 2,778,000 0.24%
50 FormulaFolio Investments, LLC 53,706 2,960,000 0.26%
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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.