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

Institutional Holders (2014Q3)
Portfolio Summary: 75 Institutional holders with a total value of $285,871,307.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 First Allied Advisory Services, Inc. 3,330 289,000 0.10%
52 McAdams Wright Ragen, Inc. 3,000 258,000 0.09%
53 SCHRODER INVESTMENT MANAGEMENT GROUP 2,272 195,642 0.07%
54 DEUTSCHE BANK AG\ 1,400 120,000 0.04%
55 PITTENGER & ANDERSON INC 1,250 108,000 0.04%
56 Manchester Capital Management LLC 1,115 96,000 0.03%
57 CITIGROUP INC 733 63,000 0.02%
58 NEW ENGLAND SECURITIES CORP /MA/ 650 56,000 0.02%
59 Advisors Preferred, LLC 607 52,232 0.02%
60 Independent Portfolio Consultants, Inc. 580 50,000 0.02%
61 Plante Moran Financial Advisors, LLC 500 43,000 0.02%
62 WFG Advisors, LP 500 43,000 0.02%
63 AMERICAN INTERNATIONAL GROUP, INC. 404 34,788 0.01%
64 Private Advisor Group, LLC 373 32,000 0.01%
65 US BANCORP \DE\ 300 26,000 0.01%
66 One Capital Management, LLC 200 17,000 0.01%
67 Creative Planning 180 15,000 0.01%
68 MSI Financial Services Inc 160 14,000 0.00%
69 LADENBURG THALMANN FINANCIAL SERVICES INC. 167 14,000 0.00%
70 Hirtle Callaghan & Co LLC 140 12,000 0.00%
71 NEXT Financial Group, Inc 100 9,000 0.00%
72 B. Riley Wealth Management, Inc. 104 8,000 0.00%
73 SYNOVUS FINANCIAL CORP 69 6,000 0.00%
74 OPTIMUM INVESTMENT ADVISORS 35 3,000 0.00%
75 ENVESTNET ASSET MANAGEMENT INC 15 1,000 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.