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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
101 Madden Advisory Services, Inc. 9,625 876,000 0.04%
102 Janney Montgomery Scott LLC 9,488 863,952 0.04%
103 KMS FINANCIAL SERVICES, INC 9,279 845,000 0.04%
104 Bank of New York Mellon Corp 9,007 821,000 0.04%
105 PARSONS CAPITAL MANAGEMENT INC/RI 8,985 818,000 0.04%
106 Concert Wealth Management Inc. 7,931 719,000 0.03%
107 Advisors Preferred, LLC 7,345 668,835 0.03%
108 Advisory Services Network, LLC 6,543 596,000 0.03%
109 BINGHAM OSBORN & SCARBOROUGH LLC 6,520 594,000 0.03%
110 DSC Advisors, L.P. 6,446 587,000 0.03%
111 BLB&B Advisors, LLC 5,903 538,000 0.02%
112 PRIO WEALTH LIMITED PARTNERSHIP 5,750 523,000 0.02%
113 DEUTSCHE BANK AG\ 5,740 521,000 0.02%
114 Cetera Advisors LLC 5,384 489,000 0.02%
115 GREAT LAKES ADVISORS, LLC 5,354 488,000 0.02%
116 US BANCORP \DE\ 5,298 482,000 0.02%
117 PATTEN & PATTEN INC/TN 5,210 474,000 0.02%
118 TRUIST FINANCIAL CORP 5,043 459,000 0.02%
119 Financial Architects, Inc 4,836 440,000 0.02%
120 RAND WEALTH, LLC 4,818 439,000 0.02%
121 WILLIAMS JONES & ASSOCIATES LLC 4,800 437,000 0.02%
122 Portfolio Strategies Inc 4,624 421,000 0.02%
123 Essex Financial Services, Inc. 4,159 379,000 0.02%
124 PITCAIRN CO 4,000 364,000 0.02%
125 STERLING INVESTMENT MANAGEMENT, LLC 3,990 363,000 0.02%
126 MUFG Americas Holdings Corp 3,922 357,000 0.02%
127 DOWLING & YAHNKE LLC 3,720 339,000 0.02%
128 NORRIS PERNE & FRENCH LLP/MI 3,647 332,000 0.02%
129 HUNTINGTON NATIONAL BANK 3,610 329,000 0.01% PRN
130 First City Capital Management, Inc. 3,605 328,271 0.01%
131 Bragg Financial Advisors, Inc 3,590 327,000 0.01%
132 CARRET ASSET MANAGEMENT, LLC 3,387 308,000 0.01%
133 CITY NATIONAL BANK 3,284 299,000 0.01%
134 Robert W. Baird & Co. Inc 3,154 287,000 0.01%
135 LBA Wealth Management, LLC 3,105 283,000 0.01%
136 NAVELLIER & ASSOCIATES INC 3,052 278,000 0.01%
137 NORTHERN TRUST CORP 3,029 276,000 0.01%
138 Virtu KCG Holdings LLC 3,008 274,000 0.01%
139 Joel Isaacson & Co., LLC 3,000 273,000 0.01%
140 TRUST DEPARTMENT MB FINANCIAL BANK N A 3,000 273,000 0.01%
141 D L CARLSON INVESTMENT GROUP INC 2,869 261,000 0.01%
142 BOSTON FAMILY OFFICE LLC 2,800 255,000 0.01%
143 Fernwood Investment Management, LLC 2,586 235,000 0.01%
144 WFG Advisors, LP 2,505 228,000 0.01%
145 SII INVESTMENTS INC/WI 2,595 224,000 0.01%
146 FAS Wealth Partners, Inc. 2,425 221,000 0.01%
147 Annex Advisory Services, LLC 2,417 220,000 0.01%
148 Carroll Financial Associates, Inc. 2,394 218,000 0.01%
149 MERIDIAN MANAGEMENT CO 2,300 209,000 0.01%
150 EXENCIAL WEALTH ADVISORS, LLC 2,313 207,000 0.01%
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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.