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

Institutional Holders (2014Q3)
Portfolio Summary: 3 Institutional holders with a total value of $5,146,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 EAGLE GLOBAL ADVISORS LLC 8,100 220,000 4.28%
2 JAMES INVESTMENT RESEARCH, INC. 60,989 1,660,000 32.26%
3 CUMBERLAND ADVISORS INC 119,975 3,266,000 63.47%

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.