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

Institutional Holders (2015Q1)
Portfolio Summary: 928 Institutional holders with a total value of $36,255,764,576.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Arbor Investment Advisors, LLC 26,100 1,000 0.00% Call
2 FNY Managed Accounts LLC 700 1,700 0.00% Call
3 CT Financial Advisors LLC 70 2,809 0.00%
4 HOWE & RUSLING INC 84 3,000 0.00%
5 Archford Capital Strategies, LLC 85 3,411 0.00%
6 Crosspoint Capital Strategies, LLC 100 4,000 0.00%
7 PANAGORA ASSET MANAGEMENT INC 100 4,000 0.00%
8 Summit Financial Wealth Advisors, LLC 100 4,000 0.00%
9 PEAR TREE ADVISORS INC 100 4,000 0.00%
10 Tradewinds Capital Management, LLC 127 5,000 0.00%
11 BRAVE ASSET MANAGEMENT INC 126 5,000 0.00%
12 PINKERTON WEALTH, LLC 135 5,000 0.00%
13 Financial Management Professionals, Inc. 146 6,000 0.00%
14 Winfield Associates, Inc. 150 6,000 0.00%
15 American Research & Management Co. 150 6,000 0.00%
16 M&T BANK CORP 19,300 7,000 0.00% Call
17 Catamount Wealth Management 172 7,000 0.00%
18 Covenant Multifamily Offices, LLC 175 7,000 0.00%
19 FIRST NATIONAL BANK SIOUX FALLS 170 7,000 0.00%
20 WEALTHFRONT CORP 200 8,000 0.00%
21 FIRST FINANCIAL CORP /IN/ 225 9,000 0.00%
22 PATHSTONE FAMILY OFFICE, LLC 250 10,000 0.00%
23 Lowe Wealth Advisors, LLC 282 11,000 0.00%
24 Financial Architects, Inc 283 11,000 0.00%
25 WEALTHPLAN PARTNERS, LLC 295 12,000 0.00%
26 Cable Hill Partners, LLC 300 12,000 0.00%
27 AMERICAN NATIONAL BANK & TRUST 325 13,000 0.00%
28 Beacon Capital Management, Inc. 350 14,000 0.00%
29 THOMAS WHITE INTERNATIONAL LTD 351 14,000 0.00%
30 Hanson & Doremus Investment Management 349 14,000 0.00%
31 Exchange Capital Management, Inc. 420 14,000 0.00%
32 Horrell Capital Management, Inc. 301 14,000 0.00%
33 Bank of New York Mellon Corp 372 15,000 0.00% Call
34 Edge Wealth Management LLC 399 16,000 0.00%
35 Efficient Market Advisors, LLC 424 17,000 0.00%
36 AlphaMark Advisors, LLC 435 17,000 0.00%
37 DELTA ASSET MANAGEMENT LLC/TN 417 17,000 0.00%
38 AllSquare Wealth Management LLC 488 20,000 0.00%
39 INTERACTIVE FINANCIAL ADVISORS, INC. 498 20,000 0.00%
40 THRIVENT FINANCIAL FOR LUTHERANS 510 22,000 0.00%
41 Invesco Ltd. 571 23,000 0.00%
42 JNBA Financial Advisors 602 24,000 0.00%
43 M&T BANK CORP 16,500 26,000 0.00% Put
44 CAPITAL GUARDIAN TRUST CO 653 26,000 0.00%
45 Community Financial Services Group, LLC 640 26,000 0.00%
46 NINE MASTS CAPITAL Ltd 531,600 27,000 0.00% Put
47 KANALY TRUST CO 726 29,000 0.00%
48 Allworth Financial LP 772 31,000 0.00%
49 CANADA LIFE ASSURANCE Co 809 31,000 0.00%
50 GAM Holding AG 3,000 33,000 0.00% Put
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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.