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

Institutional Holders (2015Q2)
Portfolio Summary: 7 Institutional holders with a total value of $25,400,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SYNOVUS FINANCIAL CORP 252,404 12,782,000 50.32%
2 WBI INVESTMENTS, LLC 92,139 4,666,000 18.37%
3 JAMES INVESTMENT RESEARCH, INC. 80,865 4,095,000 16.12%
4 STALEY CAPITAL ADVISERS INC 48,750 2,469,000 9.72%
5 SONATA CAPITAL GROUP INC 16,600 841,000 3.31%
6 RONALD BLUE & CO LLC 10,615 538,000 2.12%
7 Crosspoint Capital Strategies, LLC 176 9,000 0.04%

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.