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

Institutional Holders (2014Q1)
Portfolio Summary: 304 Institutional holders with a total value of $3,655,484,163.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Investors Capital Advisory Services 2,564 222,000 0.01%
52 COMMERCE BANK 2,569 223,000 0.01%
53 Capital Advisors, Ltd. LLC 2,615 227,000 0.01%
54 FRANKLIN RESOURCES INC 2,656 231,000 0.01%
55 FINANCIAL COUNSELORS INC 2,667 232,000 0.01%
56 Mathes Company, Inc. 2,800 243,000 0.01%
57 RELIANCE TRUST CO 2,827 246,000 0.01%
58 OARSMAN CAPITAL, INC. 2,833 246,000 0.01%
59 Occidental Asset Management, LLC 2,909 253,000 0.01%
60 DOWLING & YAHNKE LLC 2,937 255,000 0.01%
61 Pinnacle Summer Investments, Inc. 2,897 255,000 0.01%
62 Forvis Mazars Wealth Advisors, LLC 2,945 256,000 0.01%
63 Choate Investment Advisors 2,965 257,659 0.01%
64 Stillwater Investment Management, LLC 3,147 273,000 0.01%
65 MILLENNIUM MANAGEMENT LLC 3,211 279,000 0.01%
66 First Horizon Advisors, Inc. 3,270 284,000 0.01%
67 NORTH AMERICAN MANAGEMENT CORP 3,300 287,000 0.01%
68 WEALTHCARE CAPITAL MANAGEMENT LLC 3,354 291,000 0.01%
69 TCV Trust & Wealth Management, Inc. 3,402 296,000 0.01%
70 HOLLENCREST CAPITAL MANAGEMENT 3,425 298,000 0.01%
71 BLAIR WILLIAM & CO/IL 3,510 304,000 0.01%
72 CONDOR CAPITAL MANAGEMENT 3,640 316,000 0.01%
73 BARCLAYS PLC 3,715 320,000 0.01%
74 Bank of Kentucky, Inc. 3,766 327,000 0.01%
75 Parkside Financial Bank & Trust 3,845 334,000 0.01%
76 Horizon Investment Services, LLC 3,841 338,000 0.01%
77 Linscomb Wealth, Inc. 3,917 340,000 0.01%
78 Cerity Partners OCIO LLC 3,925 341,000 0.01%
79 TOWER TRUST Co 3,953 344,000 0.01%
80 MERITAGE PORTFOLIO MANAGEMENT 3,965 345,000 0.01%
81 Manchester Capital Management LLC 4,001 348,000 0.01%
82 SHEETS SMITH WEALTH MANAGEMENT 4,037 351,000 0.01%
83 Regal Investment Advisors LLC 4,160 362,000 0.01%
84 B. Riley Wealth Advisors, Inc. 4,206 365,000 0.01%
85 MANAGED ACCOUNT ADVISORS LLC 4,305 374,000 0.01%
86 BENJAMIN F. EDWARDS & COMPANY, INC. 4,303 374,000 0.01%
87 NOTTINGHAM ADVISORS, INC. 4,400 382,000 0.01%
88 ROCKEFELLER FINANCIAL SERVICES INC 4,572 397,000 0.01%
89 Bangor Savings Bank 4,776 415,000 0.01%
90 Rex Capital Advisors, LLC 4,850 421,465 0.01%
91 JAMES INVESTMENT RESEARCH, INC. 4,920 428,000 0.01%
92 EP Wealth Advisors, LLC 4,975 432,000 0.01%
93 Covington Investment Advisors Inc. 5,007 435,000 0.01%
94 HUNTINGTON NATIONAL BANK 5,049 439,000 0.01% PRN
95 Summit Asset Management, LLC 5,079 441,000 0.01%
96 CONFLUENCE INVESTMENT MANAGEMENT LLC 5,100 443,000 0.01%
97 Plancorp, LLC 5,165 449,000 0.01%
98 FineMark National Bank & Trust 5,180 450,000 0.01%
99 BlackRock Investment Management, LLC 5,330 463,000 0.01%
100 CHOREO, LLC 5,327 463,000 0.01%
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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.