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

Institutional Holders (2015Q3)
Portfolio Summary: 7 Institutional holders with a total value of $27,412,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Crosspoint Capital Strategies, LLC 176 9,000 0.03%
2 RONALD BLUE & CO LLC 11,904 601,000 2.19%
3 SONATA CAPITAL GROUP INC 16,600 837,000 3.05%
4 STALEY CAPITAL ADVISERS INC 45,750 2,308,000 8.42%
5 WBI INVESTMENTS, LLC 78,283 3,949,000 14.41%
6 JAMES INVESTMENT RESEARCH, INC. 139,790 7,052,000 25.73%
7 SYNOVUS FINANCIAL CORP 250,854 12,656,000 46.17%

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.