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

Institutional Holders (2014Q3)
Portfolio Summary: 521 Institutional holders with a total value of $7,475,735,761.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 TD Ameritrade Trust Co 207,205 21,611,000 0.29%
52 CITY NATIONAL BANK 203,665 21,242,000 0.28%
53 UNITED CAPITAL FINANCIAL ADVISORS, LLC 203,441 21,219,000 0.28%
54 Efficient Market Advisors, LLC 202,811 21,153,000 0.28%
55 Chesley Taft & Associates LLC 196,748 20,521,000 0.27%
56 STATE STREET CORP 188,497 19,660,000 0.26%
57 LAZARD ASSET MANAGEMENT LLC 186,781 19,481,000 0.26%
58 Transamerica Financial Advisors, LLC 186,313 19,433,000 0.26%
59 Alaska Permanent Capital Management, LLC 186,283 19,429,000 0.26%
60 Trust CO of the Ozarks 185,069 19,303,000 0.26%
61 BAR HARBOR WEALTH MANAGEMENT 178,040 18,570,000 0.25%
62 HEADINVEST, LLC 166,491 18,565,000 0.25%
63 Robert W. Baird & Co. Inc 176,429 18,402,000 0.25% SH
64 NatWest Group plc 171,368 17,874,000 0.24%
65 Kiwi Wealth Investments Limited Partnership 171,305 17,867,000 0.24%
66 Veritable, L.P. 169,515 17,680,000 0.24%
67 Creative Planning 165,482 17,260,000 0.23%
68 CREDIT SUISSE AG/ 160,953 16,787,000 0.22%
69 TIAA CREF TRUST CO FSB/MO 160,366 16,727,000 0.22%
70 DT Investment Partners, LLC 160,119 16,700,000 0.22%
71 Louisiana State Employees Retirement System 151,460 15,797,000 0.21%
72 BRIDGES INVESTMENT MANAGEMENT INC 147,707 15,406,000 0.21%
73 BANK OF STOCKTON 141,148 14,722,000 0.20%
74 HANCOCK WHITNEY CORP 140,938 14,700,000 0.20%
75 CITIGROUP INC 139,242 14,524,000 0.19%
76 BlackRock Investment Management, LLC 134,722 14,052,000 0.19%
77 First National Bank of Hutchinson 134,245 14,002,000 0.19%
78 BOKF, NA 132,099 13,778,000 0.18%
79 Annex Advisory Services, LLC 129,950 13,554,000 0.18%
80 SIGMA INVESTMENT COUNSELORS INC 129,119 13,467,000 0.18%
81 Chevy Chase Trust Holdings, LLC 124,500 12,985,000 0.17%
82 SUSQUEHANNA INTERNATIONAL GROUP, LLP 119,325 12,446,000 0.17%
83 Sandy Spring Bank 112,399 11,724,000 0.16%
84 1832 Asset Management L.P. 110,980 11,575,000 0.15%
85 J.P. Morgan Private Wealth Advisors LLC 108,743 11,342,000 0.15%
86 FIRST CITIZENS BANK & TRUST CO 108,481 11,315,000 0.15%
87 RAYMOND JAMES & ASSOCIATES 107,920 11,256,000 0.15%
88 COBIZ WEALTH, LLC 107,816 11,245,000 0.15%
89 HABERER REGISTERED INVESTMENT ADVISOR INC 106,489 11,107,000 0.15% SH
90 Steinberg Global Asset Management 105,330 10,986,000 0.15%
91 Meristem Family Wealth, LLC 104,999 10,951,000 0.15%
92 GLENMEDE TRUST CO NA 104,071 10,853,000 0.15%
93 Private Advisor Group, LLC 101,477 10,584,000 0.14%
94 Palisades Hudson Asset Management, L.P. 91,831 10,269,000 0.14%
95 BOSTON FAMILY OFFICE LLC 96,180 10,032,000 0.13%
96 TRUST CO OF VERMONT 95,601 9,971,000 0.13%
97 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 91,098 9,502,000 0.13%
98 ProVise Management Group, LLC 91,050 9,496,000 0.13%
99 AMERICAN INTERNATIONAL GROUP, INC. 90,635 9,453,232 0.13%
100 NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 90,208 9,409,000 0.13%
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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.