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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
201 NATIONAL PLANNING CORP 4,216 386,396 0.01%
202 BALASA DINVERNO & FOLTZ LLC 5,018 386,000 0.01%
203 BANK OF THE WEST 4,138 386,000 0.01%
204 MERIDIAN MANAGEMENT CO 4,140 386,000 0.01%
205 BERKSHIRE ASSET MANAGEMENT LLC/PA 4,087 381,000 0.01%
206 BURNS J W & CO INC/NY 4,068 379,000 0.01%
207 BOSTON PRIVATE BANK & TRUST CO 4,050 378,000 0.01%
208 Heritage Wealth Advisors 4,015 374,000 0.01%
209 IMS Capital Management 3,925 366,000 0.01%
210 Virtu Financial LLC 3,926 366,000 0.01%
211 Cohen Capital Management, Inc. 3,920 365,000 0.01%
212 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 3,844 358,000 0.01%
213 MYCIO WEALTH PARTNERS, LLC 3,671 342,000 0.01%
214 FEDERATED HERMES, INC. 3,652 340,000 0.01%
215 MAI Capital Management 3,634 339,000 0.01%
216 Glenview Trust Co 3,586 334,000 0.01%
217 Clark Capital Management Group, Inc. 3,566 332,000 0.01%
218 FineMark National Bank & Trust 3,459 322,000 0.01%
219 Goelzer Investment Management, Inc. 3,404 317,000 0.01%
220 WESTFIELD CAPITAL MANAGEMENT CO LP 3,385 316,000 0.01%
221 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 3,352 313,000 0.01%
222 Verity Asset Management, Inc. 3,349 312,000 0.01%
223 BAMCO INC /NY/ 3,327 310,000 0.01%
224 WFG Advisors, LP 3,309 309,000 0.01%
225 MONETA GROUP INVESTMENT ADVISORS LLC 3,266 304,000 0.01%
226 NEW AMSTERDAM PARTNERS LLC/NY 3,184 297,000 0.01%
227 Manchester Capital Management LLC 3,141 293,000 0.01%
228 Horizon Investment Services, LLC 3,143 293,000 0.01%
229 EisnerAmper Wealth Management Corporate Benefits, LLC 3,087 287,000 0.01%
230 NWAM LLC 3,027 282,000 0.01%
231 Allen Investment Management, LLC 2,969 277,000 0.01%
232 Haverford Trust Co 2,958 276,000 0.01%
233 INVESTMENT CENTERS OF AMERICA INC 2,953 276,000 0.01%
234 Plante Moran Financial Advisors, LLC 2,943 274,000 0.01%
235 New England Private Wealth Advisors LLC 2,923 272,000 0.01%
236 OAK RIDGE INVESTMENTS LLC 2,802 261,000 0.01%
237 COLUMBUS CIRCLE INVESTORS 2,791 260,000 0.01%
238 CAMBRIDGE TRUST CO 2,780 259,000 0.01%
239 Investors Capital Advisory Services 2,750 256,000 0.01%
240 Confluence Wealth Management LLC 2,655 247,000 0.01%
241 M Holdings Securities, Inc. 2,630 245,000 0.01%
242 Bartlett & Co. LLC 2,620 244,000 0.01%
243 FIDUCIARY TRUST CO 2,605 243,000 0.01%
244 Regent Investment Management LLC 2,575 240,000 0.01%
245 1ST SOURCE BANK 2,500 233,000 0.01%
246 BOK Financial Private Wealth, Inc. 2,500 233,000 0.01%
247 ROCKLAND TRUST CO 2,500 233,000 0.01%
248 UNITED BANK, INC. 2,475 231,000 0.01%
249 STANCORP INVESTMENT ADVISERS INC 2,451 229,000 0.01%
250 WHITTIER TRUST CO 2,431 227,000 0.01%
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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.