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

Institutional Holders (2014Q3)
Portfolio Summary: 80 Institutional holders with a total value of $150,667,478.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Dynamic Advisor Solutions LLC 5,036 317,000 0.21%
52 Investors Capital Advisory Services 4,242 266,000 0.18%
53 Cambridge Investment Research Advisors, Inc. 4,164 262,000 0.17%
54 SUNFLOWER BANK, NA WEALTH MANAGEMENT 3,750 236,000 0.16%
55 Bank of New York Mellon Corp 3,677 232,000 0.15%
56 Private Advisor Group, LLC 3,625 228,000 0.15%
57 SALEM INVESTMENT COUNSELORS INC 3,590 226,000 0.15%
58 HSBC HOLDINGS PLC 3,500 220,000 0.15%
59 Verity Asset Management, Inc. 3,301 207,000 0.14%
60 OPPENHEIMER & CO INC 3,276 206,000 0.14%
61 Lattice Strategies LLC 3,215 202,000 0.13%
62 RAYMOND JAMES TRUST N.A. 3,200 201,000 0.13%
63 AlphaMark Advisors, LLC 2,055 188,000 0.12%
64 THRIVENT FINANCIAL FOR LUTHERANS 1,710 107,000 0.07%
65 DEUTSCHE BANK AG\ 1,425 89,000 0.06%
66 PRENTISS SMITH & CO INC 1,280 80,000 0.05%
67 People's United Financial, Inc. 1,200 75,000 0.05%
68 FineMark National Bank & Trust 1,030 65,000 0.04%
69 OPTIMUM INVESTMENT ADVISORS 916 58,000 0.04%
70 NEXT Financial Group, Inc 693 44,000 0.03%
71 GLENMEDE TRUST CO NA 445 27,000 0.02%
72 SCHRODER INVESTMENT MANAGEMENT GROUP 390 24,528 0.02%
73 WFG Advisors, LP 337 21,000 0.01%
74 MSI Financial Services Inc 322 20,000 0.01%
75 DIVIDEND ASSETS CAPITAL, LLC 315 20,000 0.01%
76 Regal Investment Advisors LLC 316 20,000 0.01%
77 BANK OF MONTREAL /CAN/ 251 16,000 0.01%
78 Crosspoint Capital Strategies, LLC 147 9,000 0.01%
79 CITIGROUP INC 127 8,000 0.01%
80 NEW ENGLAND SECURITIES CORP /MA/ 40 3,000 0.00%
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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.