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

Institutional Holders (2014Q1)
Portfolio Summary: 517 Institutional holders with a total value of $4,946,869,458.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 WEATHERLY ASSET MANAGEMENT L. P. 69,452 5,092,000 0.10% SH
102 Main Management LLC 69,140 5,069,000 0.10%
103 HOWLAND CAPITAL MANAGEMENT LLC 68,634 5,032,000 0.10%
104 STIFEL FINANCIAL CORP 67,869 4,976,000 0.10%
105 BLAIR WILLIAM & CO/IL 67,553 4,953,000 0.10%
106 Marquette Asset Management, LLC 67,337 4,937,000 0.10%
107 Eagle Capital Management, LLC 64,900 4,758,000 0.10%
108 Retirement Planning Group, LLC 63,437 4,651,000 0.09%
109 BERKSHIRE ASSET MANAGEMENT LLC/PA 58,241 4,270,000 0.09%
110 Round Table Services, LLC 56,506 4,143,000 0.08%
111 NEW ENGLAND ASSET MANAGEMENT INC 56,250 4,125,000 0.08%
112 HUNTINGTON NATIONAL BANK 56,221 4,122,000 0.08% PRN
113 Allworth Financial LP 55,973 4,104,000 0.08%
114 VALLEY FORGE ASSET MANAGEMENT, LLC 55,844 4,094,000 0.08%
115 Barrington Strategic Wealth Management Group LLC 55,158 4,044,000 0.08%
116 CIBC Private Wealth Group LLC 54,241 3,986,000 0.08%
117 PRUDENTIAL PLC 53,900 3,952,000 0.08%
118 INVESTMENT CENTERS OF AMERICA INC 59,200 3,938,000 0.08%
119 WELCH & FORBES LLC 52,471 3,847,000 0.08%
120 Creative Planning 51,924 3,807,000 0.08%
121 STEWARD CAPITAL MANAGEMENT/ 51,290 3,761,000 0.08%
122 Alexandria Capital, LLC 51,077 3,745,000 0.08%
123 IRON Financial LLC 50,505 3,703,000 0.07%
124 PINNACLE ASSOCIATES LTD 49,748 3,647,000 0.07%
125 Brouwer & Janachowski, LLC 49,487 3,628,000 0.07%
126 10-15 ASSOCIATES, INC. 48,038 3,522,000 0.07%
127 Rathbones Group PLC 47,915 3,513,000 0.07%
128 NWAM LLC 47,543 3,486,000 0.07%
129 KEYBANK NATIONAL ASSOCIATION/OH 47,437 3,478,000 0.07%
130 Ledyard National Bank 46,687 3,423,000 0.07%
131 B. Riley Wealth Advisors, Inc. 46,609 3,417,000 0.07%
132 ACG Wealth 45,981 3,371,000 0.07%
133 Financial Architects, Inc 45,206 3,315,000 0.07%
134 FCA CORP /TX 42,540 3,119,000 0.06%
135 ADVISORY RESEARCH INC 42,100 3,087,000 0.06%
136 Baltimore-Washington Financial Advisors, Inc. 41,591 3,049,000 0.06%
137 COMMERZBANK AKTIENGESELLSCHAFT /FI 41,510 3,044,000 0.06%
138 OPTIMUM INVESTMENT ADVISORS 41,014 3,007,000 0.06%
139 OPPENHEIMER & CO INC 40,938 3,002,000 0.06%
140 Oxbow Advisors, LLC 40,470 2,967,000 0.06%
141 GOFEN & GLOSSBERG LLC /IL/ 40,889 2,944,000 0.06%
142 SUSQUEHANNA INTERNATIONAL GROUP, LLP 39,500 2,896,000 0.06% Put
143 D. SCOTT NEAL, INC. 39,116 2,868,000 0.06%
144 Hilltop Holdings Inc. 38,143 2,796,000 0.06%
145 HOLLENCREST CAPITAL MANAGEMENT 38,128 2,795,000 0.06%
146 MSI Financial Services Inc 37,856 2,776,000 0.06%
147 BRAVE ASSET MANAGEMENT INC 37,592 2,756,000 0.06%
148 Cypress Capital Group 37,112 2,721,000 0.06%
149 TCI Wealth Advisors, Inc. 36,886 2,704,000 0.05%
150 Evanson Asset Management, LLC 35,959 2,636,000 0.05%
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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.