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

Institutional Holders (2014Q1)
Portfolio Summary: 345 Institutional holders with a total value of $3,719,106,928.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Kavar Capital Partners, LLC 8 0 0.00%
2 REILLY FINANCIAL ADVISORS, LLC 23 2,000 0.00%
3 PATHSTONE FAMILY OFFICE, LLC 41 3,000 0.00%
4 FIRST MANHATTAN CO. LLC. 63 5,000 0.00%
5 NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 55 5,000 0.00%
6 FARMERS & MERCHANTS INVESTMENTS INC 85 7,000 0.00%
7 Crosspoint Capital Strategies, LLC 90 8,000 0.00%
8 Cordasco Financial Network 136 11,000 0.00%
9 Vantage Investment Advisors, LLC 135 11,000 0.00%
10 WEALTHFRONT CORP 131 11,000 0.00%
11 Kistler-Tiffany Companies, LLC 170 14,000 0.00%
12 WASHINGTON TRUST BANK 173 15,000 0.00%
13 JOYN Advisors, Inc. 176 15,000 0.00%
14 NORTHERN TRUST CORP 17,036 15,000 0.00%
15 First City Capital Management, Inc. 199 16,806 0.00%
16 Pinnacle Summer Investments, Inc. 201 17,000 0.00%
17 WESTPORT RESOURCES MANAGEMENT INC 202 17,000 0.00%
18 Parasol Investment Management, LLC 300 25,000 0.00%
19 Torch Wealth Management LLC 330 28,000 0.00%
20 WealthTrust Fairport, LLC 347 29,000 0.00%
21 KANALY TRUST CO 360 30,000 0.00%
22 NEW ENGLAND ASSET MANAGEMENT INC 350 30,000 0.00%
23 Clearbridge Investments, LLC 376 32,000 0.00%
24 Virtus Investment Advisers, LLC 400 34,000 0.00%
25 St. Johns Investment Management Company, LLC 429 36,000 0.00%
26 Brouwer & Janachowski, LLC 488 41,000 0.00%
27 SRH ADVISORS, LLC 500 42,000 0.00%
28 MUNDER CAPITAL MANAGEMENT 505 43,000 0.00%
29 EFG Private Wealth Management (Americas) Corp. 567 48,000 0.00%
30 ROYCE & ASSOCIATES LP 590 50,000 0.00%
31 Oakworth Capital, Inc. 600 51,000 0.00%
32 BROWN BROTHERS HARRIMAN & CO 600 51,000 0.00%
33 MONROE BANK & TRUST/MI 600 51,000 0.00%
34 M&T BANK CORP 612 52,000 0.00%
35 THOMPSON DAVIS & CO., INC. 632 53,000 0.00%
36 TD Capital Management LLC 624 53,000 0.00%
37 B. Riley Wealth Management, Inc. 655 55,000 0.00%
38 Bartlett & Co. LLC 656 55,000 0.00%
39 Paradigm Financial Advisors, LLC 690 58,000 0.00%
40 Smithfield Trust Co 696 59,000 0.00%
41 Mizuho Asset Management Co.,Ltd. 758 64,000 0.00%
42 Alexandria Capital, LLC 770 65,000 0.00%
43 BOSTON PRIVATE BANK & TRUST CO 785 66,000 0.00%
44 West Oak Capital, LLC 885 74,738 0.00%
45 Edelman Financial Services, LLC 930 79,000 0.00%
46 WEALTHCARE CAPITAL MANAGEMENT LLC 990 84,000 0.00%
47 Cranbrook Wealth Management, LLC 1,002 85,000 0.00%
48 FIRST FINANCIAL CORP /IN/ 1,020 86,000 0.00%
49 Lehman Financial Resources, Inc. 1,115 94,000 0.00%
50 CAPTRUST FINANCIAL ADVISORS 1,200 101,000 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.