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

Institutional Holders (2014Q4)
Portfolio Summary: 326 Institutional holders with a total value of $3,643,629,414.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Camarda Financial Advisors, LLC 28 3,000 0.00%
3 REILLY FINANCIAL ADVISORS, LLC 33 3,000 0.00%
4 Gemmer Asset Management LLC 47 4,000 0.00%
5 Klingman & Associates, LLC 51 4,000 0.00%
6 TRUST CO OF VERMONT 50 5,000 0.00%
7 Simplicity Solutions, LLC 58 5,414 0.00%
8 PACIFIC FINANCIAL GROUP INC 64 6,000 0.00%
9 Advisory Services Network, LLC 62 6,000 0.00%
10 BRAVE ASSET MANAGEMENT INC 90 8,000 0.00%
11 Ironwood Financial, llc 94 9,000 0.00%
12 THOMPSON DAVIS & CO., INC. 101 9,000 0.00%
13 Cordasco Financial Network 109 10,000 0.00%
14 Raab & Moskowitz Asset Management LLC 109 10,000 0.00%
15 Intersect Capital LLC 115 11,000 0.00%
16 SIGNATUREFD, LLC 120 11,000 0.00%
17 Cassaday & Co Inc. 266 12,000 0.00%
18 HOWE & RUSLING INC 140 13,000 0.00%
19 American Research & Management Co. 142 13,000 0.00%
20 First City Capital Management, Inc. 156 14,544 0.00%
21 Genesis Wealth Advisors, LLC 150 14,770 0.00%
22 Stanford Investment Group, Inc. 167 16,000 0.00%
23 Focused Wealth Management, Inc 205 19,000 0.00%
24 Brick & Kyle, Associates 200 19,000 0.00%
25 Winslow, Evans & Crocker, Inc. 210 19,580 0.00%
26 ASSETMARK, INC 222 21,000 0.00%
27 Vantage Investment Advisors, LLC 227 21,000 0.00%
28 CITY HOLDING CO 230 21,000 0.00%
29 DELTA ASSET MANAGEMENT LLC/TN 290 27,000 0.00%
30 Winfield Associates, Inc. 300 28,000 0.00%
31 Financial Architects, Inc 300 28,000 0.00%
32 OPTIMUM INVESTMENT ADVISORS 345 32,000 0.00%
33 FARMERS & MERCHANTS INVESTMENTS INC 345 32,000 0.00%
34 B. Riley Wealth Management, Inc. 375 34,000 0.00%
35 FIRST NATIONAL BANK SIOUX FALLS 416 39,000 0.00%
36 SHAPIRO ROBERT N 430 40,000 0.00%
37 SECURITY NATIONAL TRUST CO 461 43,000 0.00%
38 MEEDER ASSET MANAGEMENT INC 477 44,000 0.00%
39 LBA Wealth Management, LLC 570 53,000 0.00%
40 CT Financial Advisors LLC 611 57,032 0.00%
41 ENTERPRISE FINANCIAL SERVICES CORP 637 59,000 0.00%
42 WASHINGTON TRUST BANK 673 63,000 0.00%
43 LAZARD ASSET MANAGEMENT LLC 700 65,000 0.00%
44 Archford Capital Strategies, LLC 786 73,000 0.00%
45 KINGS POINT CAPITAL MANAGEMENT 794 74,000 0.00%
46 REGENTATLANTIC CAPITAL LLC 820 76,449 0.00%
47 QCI ASSET MANAGEMENT INC/NY 851 79,000 0.00%
48 Private Ocean, LLC 880 82,000 0.00%
49 DUNCKER STREETT & CO INC 895 83,000 0.00%
50 Carroll Financial Associates, Inc. 895 84,000 0.00%
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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.