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

Institutional Holders (2014Q1)
Portfolio Summary: 245 Institutional holders with a total value of $2,134,442,240.
#
Manager Name
Shares
Value ($)
%
Options
Notes
201 CITY HOLDING CO 800 96,000 0.00%
202 Choate Investment Advisors 770 92,723 0.00%
203 Perkins Coie Trust Co 723 87,000 0.00%
204 Capital Directions Investment Advisors, LLC 690 83,000 0.00%
205 NEW ENGLAND SECURITIES CORP /MA/ 639 77,000 0.00%
206 Smithfield Trust Co 614 74,000 0.00%
207 MONROE BANK & TRUST/MI 600 72,000 0.00%
208 WFG Advisors, LP 535 64,000 0.00%
209 BOSTON PRIVATE BANK & TRUST CO 500 60,000 0.00%
210 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 482 58,000 0.00%
211 First City Capital Management, Inc. 460 55,393 0.00%
212 SYNOVUS FINANCIAL CORP 425 51,000 0.00%
213 People's United Financial, Inc. 420 51,000 0.00%
214 Parasol Investment Management, LLC 410 49,000 0.00%
215 EFG Private Wealth Management (Americas) Corp. 374 45,000 0.00%
216 WESTPORT RESOURCES MANAGEMENT INC 370 45,000 0.00%
217 CAPTRUST FINANCIAL ADVISORS 323 39,000 0.00%
218 Gemmer Asset Management LLC 312 38,000 0.00%
219 Tortoise Investment Management, LLC 300 36,000 0.00%
220 Elite Wealth Management, Inc. 273 35,000 0.00%
221 KANALY TRUST CO 287 35,000 0.00%
222 SIGNATUREFD, LLC 260 31,000 0.00%
223 FLOW TRADERS U.S. LLC 207 25,000 0.00%
224 North Star Investment Management Corp. 202 24,000 0.00%
225 1919 Investment Counsel, LLC 190 23,000 0.00%
226 Timber Creek Capital Management LLC 182 21,000 0.00%
227 Exchange Capital Management, Inc. 160 19,000 0.00%
228 Psagot Value Holdings Ltd. 137 17,000 0.00%
229 Hanson & Doremus Investment Management 142 17,000 0.00%
230 MassMutual Private Wealth & Trust, FSB 125 15,053 0.00%
231 Whitnell & Co. 118 14,000 0.00%
232 OPTIMUM INVESTMENT ADVISORS 118 14,000 0.00%
233 Winfield Associates, Inc. 110 13,000 0.00%
234 CENTRAL TRUST Co 107 13,000 0.00%
235 ASSETMARK, INC 97 12,000 0.00%
236 HABERER REGISTERED INVESTMENT ADVISOR INC 79 10,000 0.00% SH
237 Archford Capital Strategies, LLC 83 9,995 0.00%
238 DUNCKER STREETT & CO INC 77 9,000 0.00%
239 AlphaMark Advisors, LLC 55 7,000 0.00% SH
240 Sandy Spring Bank 62 7,000 0.00%
241 FARMERS & MERCHANTS INVESTMENTS INC 51 6,000 0.00%
242 PATHSTONE FAMILY OFFICE, LLC 47 6,000 0.00%
243 Polaris Wealth Advisory Group, LLC 50 6,000 0.00%
244 MCF Advisors LLC 27 3,000 0.00%
245 Kavar Capital Partners, LLC 6 0 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.