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

Institutional Holders (2015Q4)
Portfolio Summary: 27 Institutional holders with a total value of $594,822,075.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CITIGROUP INC 45 1,000 0.00%
2 Creative Planning 69 2,000 0.00%
3 KRILOGY FINANCIAL LLC 96 2,000 0.00%
4 Tower Research Capital LLC (TRC) 100 2,000 0.00%
5 WELLS FARGO & COMPANY/MN 177 4,000 0.00%
6 Lenox Wealth Management, Inc. 300 7,000 0.00%
7 AMERICAN INTERNATIONAL GROUP, INC. 300 7,000 0.00%
8 Burt Wealth Advisors 397 9,000 0.00%
9 US FINANCIAL ADVISORS, LLC 376 9,000 0.00%
10 LADENBURG THALMANN FINANCIAL SERVICES INC. 454 11,000 0.00%
11 Pinnacle Summer Investments, Inc. 529 13,000 0.00%
12 MSI Financial Services Inc 702 17,000 0.00%
13 GLENMEDE TRUST CO NA 1,000 24,000 0.00%
14 Sunbelt Securities, Inc. 1,131 28,075 0.00%
15 Hartford Financial Management Inc. 1,168 29,000 0.00%
16 Sandy Spring Bank 1,471 36,000 0.01%
17 IFP ADVISORS, INC 1,750 43,000 0.01%
18 MANDATUM LIFE INSURANCE CO LTD 3,400 85,000 0.01%
19 MORGAN STANLEY 7,438 184,000 0.03%
20 ROYAL BANK OF CANADA 9,559 238,000 0.04%
21 JANE STREET GROUP, LLC 14,629 363,000 0.06%
22 LPL Financial LLC 21,700 530,000 0.09%
23 GOLDMAN SACHS GROUP INC 24,067 598,000 0.10%
24 BANK OF AMERICA CORP /DE/ 42,455 1,054,000 0.18%
25 VALLEY NATIONAL ADVISERS INC 46,160 1,146,000 0.19%
26 HighTower Advisors, LLC 78,939 1,967,000 0.33%
27 Edelman Financial Services, LLC 23,697,657 588,413,000 98.92%

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.