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

Institutional Holders (2014Q4)
Portfolio Summary: 13 Institutional holders with a total value of $13,218,792.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 30,781 3,237,000 24.49%
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP 28,651 3,013,000 22.79%
3 MORGAN STANLEY 26,209 2,756,000 20.85%
4 First Allied Advisory Services, Inc. 12,149 1,277,000 9.66%
5 Robert W. Baird & Co. Inc 11,483 1,208,000 9.14%
6 Mariner, LLC 10,694 1,125,000 8.51%
7 LPL Financial LLC 3,638 383,000 2.90%
8 Genesis Wealth Advisors, LLC 851 90,792 0.69%
9 ROYAL BANK OF CANADA 668 70,000 0.53%
10 FineMark National Bank & Trust 400 42,000 0.32%
11 MSI Financial Services Inc 135 14,000 0.11%
12 WELLS FARGO & COMPANY/MN 28 3,000 0.02%
13 Parallax Volatility Advisers, L.P. 1 0 0.00%

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.