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

Institutional Holders (2014Q4)
Portfolio Summary: 32 Institutional holders with a total value of $35,252,342.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 262,121 6,716,000 19.05%
2 UBS Group AG 218,476 5,597,000 15.88%
3 BANK OF AMERICA CORP /DE/ 218,035 5,586,000 15.85%
4 LPL Financial LLC 212,789 5,452,000 15.47%
5 Stonehearth Capital Management, LLC 78,373 2,008,000 5.70%
6 ROYAL BANK OF CANADA 64,781 1,660,000 4.71%
7 PINNACLE FINANCIAL PARTNERS INC 42,680 1,093,000 3.10%
8 WELLS FARGO & COMPANY/MN 35,329 906,000 2.57%
9 VSR Financial Services, Inc. 27,188 697,000 1.98%
10 First Heartland Consultants, Inc. 23,330 598,000 1.70%
11 Private Advisor Group, LLC 19,945 511,000 1.45%
12 MSI Financial Services Inc 19,017 487,000 1.38%
13 LADENBURG THALMANN FINANCIAL SERVICES INC. 18,118 464,000 1.32%
14 SII INVESTMENTS INC/WI 17,134 441,000 1.25%
15 ADVANTAGE INVESTMENT MANAGEMENT, LLC 15,781 404,000 1.15%
16 Janney Montgomery Scott LLC 15,163 388,476 1.10%
17 PALLADIEM, LLC 14,500 371,000 1.05%
18 Commonwealth Equity Services, Inc 14,042 360,000 1.02%
19 Raymond James Financial Services Advisors, Inc. 13,760 353,000 1.00%
20 BlackRock Finance, Inc. 9,299 238,000 0.68%
21 IFC Holdings Incorporated/FL 8,532 221,000 0.63%
22 AMERICAN INTERNATIONAL GROUP, INC. 7,606 194,866 0.55%
23 B. Riley Wealth Advisors, Inc. 4,205 108,000 0.31%
24 Fusion Investment Group, LLC 3,930 101,000 0.29%
25 FOUNDERS BANK & TRUST 3,815 98,000 0.28%
26 BlackRock Investment Management, LLC 2,662 68,000 0.19%
27 Brick & Kyle, Associates 1,750 45,000 0.13%
28 NEXT Financial Group, Inc 1,700 44,000 0.12%
29 Gradient Investments LLC 1,000 26,000 0.07%
30 Commonwealth Financial Services, LLC 413 11,000 0.03%
31 D.A. DAVIDSON & CO. 200 5,000 0.01%
32 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.