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

Institutional Holders (2014Q1)
Portfolio Summary: 195 Institutional holders with a total value of $2,194,998,926.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 CIBC Private Wealth Group LLC 38,035 3,513,000 0.16%
52 ACG Wealth 36,726 3,344,000 0.15%
53 PARK NATIONAL CORP /OH/ 35,487 3,231,447 0.15%
54 First Allied Advisory Services, Inc. 34,831 3,167,000 0.14%
55 BANK OF NOVA SCOTIA 32,554 2,966,000 0.14%
56 BANK OF MONTREAL /CAN/ 32,554 2,964,000 0.14%
57 D.A. DAVIDSON & CO. 32,188 2,929,000 0.13%
58 Commonwealth Equity Services, Inc 30,914 2,815,000 0.13%
59 CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 27,935 2,544,000 0.12%
60 HSBC HOLDINGS PLC 26,618 2,424,000 0.11%
61 INVESTMENT CENTERS OF AMERICA INC 30,615 2,423,000 0.11%
62 SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,600 2,422,000 0.11% Call
63 Sandy Spring Bank 25,512 2,323,000 0.11%
64 Institute for Wealth Management, LLC. 24,733 2,252,000 0.10%
65 Antonetti Capital Management LLC 23,554 2,145,000 0.10%
66 Private Advisor Group, LLC 23,154 2,108,000 0.10%
67 PITTENGER & ANDERSON INC 23,100 2,103,000 0.10%
68 FIRST UNITED BANK & TRUST 21,794 1,985,000 0.09%
69 Braver Wealth Management, LLC 21,699 1,976,000 0.09%
70 Raymond James Financial Services Advisors, Inc. 20,534 1,870,000 0.09%
71 LOWE BROCKENBROUGH & CO INC 20,140 1,834,000 0.08%
72 Carnick & Kubik, LLC 19,825 1,805,000 0.08%
73 Manifold Partners, LLC 19,589 1,784,000 0.08%
74 Montecito Bank & Trust 19,520 1,777,000 0.08%
75 Brookstone Capital Management 19,472 1,773,000 0.08%
76 Cetera Advisor Networks LLC 19,328 1,758,000 0.08%
77 Acropolis Investment Management, LLC 18,764 1,708,650 0.08%
78 FIRST NATIONAL TRUST CO 17,782 1,620,000 0.07%
79 Syntal Capital Partners, LLC 17,376 1,582,000 0.07%
80 Winslow, Evans & Crocker, Inc. 16,880 1,537,093 0.07%
81 Hilltop Holdings Inc. 16,718 1,522,000 0.07%
82 MURPHY CAPITAL MANAGEMENT INC 16,687 1,519,000 0.07%
83 JOHNSON INVESTMENT COUNSEL INC 16,160 1,471,000 0.07%
84 Regal Investment Advisors LLC 15,633 1,424,000 0.06%
85 Cambridge Investment Research Advisors, Inc. 15,586 1,419,000 0.06%
86 CREDIT SUISSE AG/ 15,563 1,417,000 0.06%
87 TRUSTMARK BANK TRUST DEPARTMENT 14,195 1,293,000 0.06%
88 FINANCIAL COUNSELORS INC 14,165 1,290,000 0.06%
89 Creative Planning 14,114 1,285,000 0.06%
90 PETTYJOHN, WOOD & WHITE, INC 14,068 1,281,000 0.06%
91 Veritable, L.P. 13,830 1,259,000 0.06%
92 HighTower Advisors, LLC 12,460 1,135,000 0.05%
93 BANQUE PICTET & CIE SA 11,965 1,090,000 0.05%
94 WILMINGTON TRUST CO 11,450 1,043,000 0.05%
95 CIBC WORLD MARKET INC. 11,335 1,032,000 0.05%
96 SCOTIA CAPITAL INC. 11,227 1,022,000 0.05%
97 STIFEL FINANCIAL CORP 10,835 987,000 0.04%
98 FDx Advisors, Inc. 10,826 986,000 0.04%
99 STRINGER ASSET MANAGEMENT, LLC 10,207 929,000 0.04%
100 Private Wealth Advisors, Inc. 9,823 894,000 0.04%
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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.