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

Institutional Holders (2015Q1)
Portfolio Summary: 39 Institutional holders with a total value of $40,412,420.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 288,406 7,461,000 18.46%
2 BANK OF AMERICA CORP /DE/ 263,725 6,823,000 16.88%
3 LPL Financial LLC 247,670 6,417,000 15.88%
4 UBS Group AG 89,564 2,317,000 5.73%
5 Stonehearth Capital Management, LLC 89,022 2,302,000 5.70%
6 JANE STREET GROUP, LLC 60,450 1,564,000 3.87%
7 MANAGED ACCOUNT ADVISORS LLC 56,419 1,460,000 3.61%
8 WELLS FARGO & COMPANY/MN 47,279 1,223,000 3.03%
9 Commonwealth Equity Services, Inc 44,898 1,162,000 2.88%
10 PINNACLE FINANCIAL PARTNERS INC 42,680 1,104,000 2.73%
11 VSR Financial Services, Inc. 31,554 816,000 2.02%
12 ROYAL BANK OF CANADA 30,744 795,000 1.97%
13 First Heartland Consultants, Inc. 28,337 733,000 1.81%
14 MSI Financial Services Inc 24,451 633,000 1.57%
15 ADVANTAGE INVESTMENT MANAGEMENT, LLC 23,932 619,000 1.53%
16 LADENBURG THALMANN FINANCIAL SERVICES INC. 21,983 568,000 1.41%
17 Private Advisor Group, LLC 19,991 517,000 1.28%
18 SII INVESTMENTS INC/WI 17,524 453,000 1.12%
19 RAYMOND JAMES & ASSOCIATES 17,320 448,000 1.11%
20 Raymond James Financial Services Advisors, Inc. 15,690 406,000 1.00%
21 Janney Montgomery Scott LLC 15,163 392,000 0.97%
22 AMERIPRISE FINANCIAL INC 14,784 382,000 0.95%
23 PALLADIEM, LLC 14,500 375,000 0.93%
24 COMERICA SECURITIES INC 10,192 264,000 0.65%
25 BlackRock Finance, Inc. 9,299 241,000 0.60%
26 AMERICAN INTERNATIONAL GROUP, INC. 7,206 186,420 0.46%
27 PNC FINANCIAL SERVICES GROUP, INC. 5,189 134,000 0.33%
28 INTEGRATED WEALTH MANAGEMENT 4,982 128,000 0.32%
29 Fusion Investment Group, LLC 4,114 106,000 0.26%
30 NEXT Financial Group, Inc 4,100 106,000 0.26%
31 OLD NATIONAL BANCORP /IN/ 3,815 99,000 0.24%
32 BlackRock Investment Management, LLC 2,662 69,000 0.17%
33 Brick & Kyle, Associates 1,750 45,000 0.11%
34 SHARKEY, HOWES & JAVER 1,552 40,000 0.10%
35 Commonwealth Financial Services, LLC 413 11,000 0.03%
36 Johnson Financial Group, Inc. 200 5,000 0.01%
37 D.A. DAVIDSON & CO. 200 5,000 0.01%
38 Regal Investment Advisors LLC 120 3,000 0.01%
39 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.