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

Institutional Holders (2015Q1)
Portfolio Summary: 7 Institutional holders with a total value of $30,677,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SYNOVUS FINANCIAL CORP 246,144 12,465,000 40.63%
2 JAMES INVESTMENT RESEARCH, INC. 165,890 8,401,000 27.39% PRN
3 WBI INVESTMENTS, LLC 100,166 5,072,000 16.53%
4 STALEY CAPITAL ADVISERS INC 58,750 2,975,000 9.70%
5 RONALD BLUE & CO LLC 17,564 889,000 2.90%
6 SONATA CAPITAL GROUP INC 17,100 866,000 2.82%
7 Crosspoint Capital Strategies, LLC 176 9,000 0.03%

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.