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

Institutional Holders (2014Q4)
Portfolio Summary: 289 Institutional holders with a total value of $3,085,103,681.
#
Manager Name
Shares
Value ($)
%
Options
Notes
201 FINANCIAL COUNSELORS INC 3,612 442,000 0.01%
202 Laird Norton Wetherby Wealth Management, LLC 3,582 438,000 0.01%
203 SCHMIDT P J INVESTMENT MANAGEMENT INC 3,500 428,000 0.01%
204 M Holdings Securities, Inc. 3,279 401,000 0.01%
205 Regal Investment Advisors LLC 3,099 379,000 0.01%
206 NORRIS PERNE & FRENCH LLP/MI 3,100 379,000 0.01%
207 SONATA CAPITAL GROUP INC 3,100 379,000 0.01%
208 Salient Capital Advisors, LLC 3,094 378,000 0.01%
209 Lourd Capital, LLC 3,019 369,000 0.01%
210 Blue Edge Capital, LLC 3,000 366,870 0.01%
211 SOL Capital Management CO 2,925 358,000 0.01%
212 Evanson Asset Management, LLC 2,852 349,000 0.01%
213 CADENCE BANK NA 2,843 348,000 0.01%
214 Paracle Advisors, LLC 2,849 348,000 0.01%
215 Birch Hill Investment Advisors LLC 2,714 332,000 0.01%
216 SouthState Bank Corp 2,690 329,000 0.01%
217 SEI INVESTMENTS CO 2,678 327,000 0.01%
218 FULTON BANK, N.A. 2,635 322,000 0.01%
219 Capstone Financial Advisors, Inc. 2,628 321,000 0.01% PRN
220 GREAT LAKES ADVISORS, LLC 2,608 319,000 0.01%
221 JNBA Financial Advisors 2,518 308,000 0.01%
222 BARCLAYS PLC 2,500 305,000 0.01% Put
223 Geneva Advisors, LLC 2,396 293,000 0.01%
224 BECKER CAPITAL MANAGEMENT INC 2,343 287,000 0.01%
225 Glenview Trust Co 2,307 282,000 0.01%
226 WEITZ INVESTMENT MANAGEMENT, INC. 2,310 282,000 0.01%
227 UNITED BANK, INC. 2,290 280,000 0.01%
228 Goldstein Munger & Associates 2,261 276,000 0.01%
229 BALASA DINVERNO & FOLTZ LLC 2,229 273,000 0.01%
230 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,134 261,000 0.01%
231 Verity Asset Management, Inc. 2,136 261,000 0.01%
232 Savant Capital, LLC 2,115 259,000 0.01%
233 Virtu KCG Holdings LLC 2,028 248,000 0.01%
234 Simply Money Advisors 2,010 246,000 0.01%
235 HL FINANCIAL SERVICES LLC 2,000 245,000 0.01%
236 Investors Capital Advisory Services 1,994 243,000 0.01%
237 WBH ADVISORY INC 1,923 235,000 0.01%
238 CHOREO, LLC 1,903 233,000 0.01%
239 Madden Advisory Services, Inc. 1,855 227,000 0.01%
240 Manchester Capital Management LLC 1,839 225,000 0.01%
241 Parallax Volatility Advisers, L.P. 1,785 218,000 0.01%
242 FORT PITT CAPITAL GROUP INC 1,758 215,000 0.01%
243 Windsor Financial Group, LLC 1,754 214,000 0.01%
244 TRUIST FINANCIAL CORP 1,741 213,000 0.01%
245 TRILLIUM ASSET MANAGEMENT, LLC 1,725 211,000 0.01%
246 Chevy Chase Trust Holdings, LLC 1,666 204,000 0.01%
247 SILVERCREST ASSET MANAGEMENT GROUP LLC 1,650 202,000 0.01%
248 Vantage Investment Advisors, LLC 1,529 187,000 0.01%
249 MSI Financial Services Inc 1,305 160,000 0.01%
250 WestEnd Advisors, LLC 1,095 133,908 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.