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ISHARES S&P MIDCAP 400
ISHARES S&P MIDCAP 400. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 560 Institutional holders with a total value of $16,251,462,971.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 JPMORGAN CHASE & CO 24,900,352 3,562,743,000 21.92%
2 WELLS FARGO & COMPANY/MN 11,980,327 1,714,152,000 10.55%
3 Good Harbor Financial, LLC 8,299,124 1,187,439,000 7.31%
4 BANK OF AMERICA CORP /DE/ 6,893,511 986,324,000 6.07%
5 Edelman Financial Services, LLC 4,574,858 654,571,000 4.03%
6 MORGAN STANLEY 3,677,616 526,194,000 3.24%
7 CITIGROUP INC 3,147,707 450,374,000 2.77%
8 KEYBANK NATIONAL ASSOCIATION/OH 2,676,303 382,925,000 2.36%
9 Valmark Advisers, Inc. 2,439,296 349,015,000 2.15%
10 UBS AG 2,027,593 290,108,000 1.79%
11 PNC FINANCIAL SERVICES GROUP, INC. 1,678,035 240,093,000 1.48%
12 Bank of New York Mellon Corp 1,657,891 237,212,000 1.46%
13 UNITED SERVICES AUTOMOBILE ASSOCIATION 1,454,697 208,138,000 1.28%
14 ROYAL BANK OF CANADA 1,386,115 198,326,000 1.22%
15 LPL Financial LLC 1,219,975 174,554,000 1.07%
16 REGIONS FINANCIAL CORP 1,057,120 151,252,000 0.93%
17 BlackRock Institutional Trust Company, N.A. 930,279 133,104,000 0.82%
18 ALESCO ADVISORS LLC 869,359 124,388,000 0.77%
19 MADISON INVESTMENT HOLDINGS INC 851,568 121,842,000 0.75%
20 ENVESTNET ASSET MANAGEMENT INC 845,990 121,044,000 0.74%
21 BlackRock Fund Advisors 794,847 113,727,000 0.70%
22 DEUTSCHE BANK AG\ 764,934 109,445,000 0.67%
23 NORTHERN TRUST CORP 763,414 109,229,000 0.67%
24 FIFTH THIRD BANCORP 734,214 105,051,000 0.65%
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 720,652 103,111,000 0.63%
26 SENTRY INVESTMENT MANAGEMENT LLC 664,700 95,105,000 0.59%
27 Veritable, L.P. 622,227 89,028,000 0.55%
28 Placemark Investments, Inc. 551,769 78,950,000 0.49%
29 Linscomb Wealth, Inc. 508,900 72,813,000 0.45%
30 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 480,096 68,692,000 0.42%
31 ALPS ADVISORS INC 470,215 67,278,000 0.41%
32 BOKF, NA 463,791 66,359,000 0.41%
33 BANK OF MONTREAL /CAN/ 459,291 65,714,000 0.40%
34 Acropolis Investment Management, LLC 446,759 63,922,000 0.39%
35 Creative Planning 439,778 62,923,000 0.39%
36 EASTERN BANK 414,380 59,289,000 0.36%
37 Aft, Forsyth & Sober, LLC 390,980 55,941,000 0.34%
38 GOLDMAN SACHS GROUP INC 362,207 51,825,000 0.32%
39 COMERICA BANK 348,751 49,899,000 0.31%
40 Alaska Permanent Capital Management, LLC 344,762 49,329,000 0.30%
41 Haverford Trust Co 327,032 46,792,000 0.29%
42 GW HENSSLER & ASSOCIATES LTD 325,292 46,543,000 0.29%
43 Efficient Market Advisors, LLC 313,458 44,849,000 0.28%
44 WILMINGTON TRUST CO 308,666 44,163,000 0.27%
45 NatWest Group plc 296,336 42,399,000 0.26%
46 Visionary Asset Management, Inc. 281,776 40,317,000 0.25%
47 Modera Wealth Management, LLC 275,801 39,462,000 0.24%
48 Wilmington Savings Fund Society, FSB 275,114 39,363,000 0.24%
49 DT Investment Partners, LLC 269,191 38,516,000 0.24%
50 PRINCIPAL FINANCIAL GROUP INC 267,825 38,320,000 0.24%
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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.