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

Institutional Holders (2015Q1)
Portfolio Summary: 804 Institutional holders with a total value of $33,413,733,123.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 GUGGENHEIM CAPITAL LLC 2 0 0.00%
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 Financial Management Professionals, Inc. 0 0 0.00%
4 Catamount Wealth Management 7 1,000 0.00%
5 SOUTH GEORGIA CAPITAL, LLC 4 1,000 0.00%
6 Burt Wealth Advisors 11 2,000 0.00%
7 IndexIQ Advisors LLC 21 4,000 0.00%
8 BRUDERMAN ASSET MANAGEMENT, LLC 30 6,000 0.00%
9 America First Investment Advisors, LLC 37 8,000 0.00%
10 Family Capital Trust Co 40 8,000 0.00%
11 CANADA LIFE ASSURANCE Co 55 11,000 0.00%
12 Tradewinds Capital Management, LLC 57 12,000 0.00%
13 TRUST CO 58 12,000 0.00%
14 Barrett Asset Management, LLC 70 15,000 0.00%
15 Blume Capital Management, Inc. 75 16,000 0.00%
16 Shamrock Asset Management LLC 83 17,000 0.00%
17 ATWOOD & PALMER INC 85 18,000 0.00%
18 Independent Portfolio Consultants, Inc. 100 21,000 0.00%
19 MOTCO 101 21,000 0.00%
20 THOMPSON SIEGEL & WALMSLEY LLC 100 21,000 0.00%
21 Beacon Capital Management, Inc. 100 21,000 0.00%
22 AlphaMark Advisors, LLC 100 21,000 0.00%
23 Glassman Wealth Services 109 23,000 0.00%
24 LS Investment Advisors, LLC 135 28,000 0.00%
25 LBA Wealth Management, LLC 146 30,000 0.00%
26 Capital Advisors, Ltd. LLC 154 32,000 0.00%
27 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 225 47,000 0.00%
28 UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 239 49,000 0.00%
29 Manchester Capital Management LLC 242 50,000 0.00%
30 Hanson & Doremus Investment Management 250 52,000 0.00%
31 Lenox Wealth Advisors, LLC 264 55,000 0.00%
32 Vigilant Capital Management, LLC 300 62,000 0.00%
33 Winch Advisory Services, LLC 300 62,000 0.00%
34 Psagot Value Holdings Ltd. 337 70,000 0.00%
35 1832 Asset Management L.P. 350 73,000 0.00%
36 Efficient Market Advisors, LLC 357 74,000 0.00%
37 SOLARIS ASSET MANAGEMENT LLC 362 75,000 0.00%
38 SEI INVESTMENTS CO 376 78,000 0.00%
39 Forward Management, LLC 380 79,000 0.00%
40 VALLEY NATIONAL ADVISERS INC 400 83,000 0.00%
41 Cornerstone Advisors, Inc. 415 86,000 0.00%
42 Exchange Capital Management, Inc. 665 99,000 0.00%
43 Whitnell & Co. 483 100,000 0.00%
44 ADVANTAGE INVESTMENT MANAGEMENT, LLC 524 109,000 0.00%
45 TD Capital Management LLC 529 110,000 0.00%
46 Archford Capital Strategies, LLC 574 119,294 0.00%
47 First Horizon Advisors, Inc. 573 120,000 0.00%
48 FEDERATED HERMES, INC. 590 123,000 0.00%
49 Waverly Advisors, LLC 617 128,000 0.00%
50 QCI ASSET MANAGEMENT INC/NY 623 129,000 0.00%
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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.