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ISHARES RUSSELL 3000 ETF
ISHARES RUSSELL 3000 ETF. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 254 Institutional holders with a total value of $2,884,074,555.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 19,211 2,262,000 0.08%
102 Blue Fin Capital, Inc. 19,172 2,257,000 0.08%
103 BRINKER CAPITAL INC 18,582 2,187,000 0.08%
104 First Heartland Consultants, Inc. 16,514 1,944,000 0.07%
105 First Allied Advisory Services, Inc. 16,422 1,928,000 0.07%
106 Truepoint, Inc. 15,954 1,878,000 0.07%
107 AGRAN LIBBIE 25,338 1,819,000 0.06%
108 Sigma Investment Management Co 15,440 1,818,000 0.06%
109 SG Americas Securities, LLC 14,913 1,756,000 0.06%
110 CITIGROUP INC 14,524 1,710,000 0.06%
111 Strategic Capital Group LLC 14,334 1,688,000 0.06%
112 HALBERT HARGROVE GLOBAL ADVISORS, LLC 14,300 1,684,000 0.06%
113 Atria Investments, Inc 14,164 1,668,000 0.06%
114 BEACON FINANCIAL GROUP 13,848 1,629,000 0.06%
115 VICUS CAPITAL 13,767 1,621,000 0.06%
116 KEYBANK NATIONAL ASSOCIATION/OH 13,500 1,589,000 0.06%
117 Round Table Services, LLC 13,384 1,576,000 0.05%
118 Tanglewood Wealth Management, Inc. 13,368 1,573,000 0.05%
119 COMERICA SECURITIES INC 12,782 1,505,000 0.05%
120 NATIONAL PLANNING CORP 12,416 1,462,000 0.05%
121 Veritable, L.P. 12,372 1,457,000 0.05%
122 Placemark Investments, Inc. 12,145 1,430,000 0.05%
123 Convergent Wealth Advisors 11,929 1,405,000 0.05%
124 One Capital Management, LLC 11,760 1,385,000 0.05%
125 LADENBURG THALMANN FINANCIAL SERVICES INC. 11,757 1,384,000 0.05%
126 RAYMOND JAMES & ASSOCIATES 11,653 1,372,000 0.05%
127 BARCLAYS PLC 11,494 1,346,000 0.05%
128 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9,723 1,145,000 0.04%
129 Wilmington Savings Fund Society, FSB 9,102 1,072,000 0.04%
130 CATAWBA CAPITAL MANAGEMENT /VA 8,124 957,000 0.03%
131 HSBC HOLDINGS PLC 7,970 938,000 0.03%
132 BOK Financial Private Wealth, Inc. 7,599 895,000 0.03%
133 CIBC BANK USA 7,307 860,000 0.03%
134 FRANKLIN RESOURCES INC 7,174 845,000 0.03%
135 Hugh Johnson Advisors LLC 7,054 830,000 0.03%
136 Smith Salley Wealth Management 7,008 825,000 0.03%
137 COMERICA BANK 6,947 818,000 0.03%
138 BANK OF AMERICA CORP /DE/ 6,800 801,000 0.03% Put
139 EP Wealth Advisors, LLC 6,722 791,000 0.03%
140 HOLLENCREST CAPITAL MANAGEMENT 6,638 781,000 0.03%
141 ASPIRIANT, LLC 6,504 766,000 0.03%
142 FineMark National Bank & Trust 6,495 765,000 0.03%
143 PAYDEN & RYGEL 6,100 718,000 0.02%
144 MUFG Americas Holdings Corp 5,960 702,000 0.02%
145 Parallax Volatility Advisers, L.P. 5,700 671,000 0.02% Put
146 MILLENNIUM MANAGEMENT LLC 5,624 662,000 0.02%
147 JMG Financial Group, Ltd. 5,518 650,000 0.02%
148 NTV ASSET MANAGEMENT LLC 5,230 615,000 0.02%
149 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,200 612,000 0.02% Call
150 WASHINGTON TRUST Co 5,103 601,000 0.02%
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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.