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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
201 FIRST UNITED BANK & TRUST 22,025 1,615,000 0.03%
202 Concert Wealth Management Inc. 21,948 1,598,000 0.03%
203 FineMark National Bank & Trust 21,522 1,578,000 0.03%
204 NEW ENGLAND SECURITIES CORP /MA/ 21,486 1,575,000 0.03%
205 Occidental Asset Management, LLC 21,237 1,557,000 0.03%
206 INVESTORS TRUST INC 21,119 1,548,000 0.03%
207 CAPSTONE ASSET MANAGEMENT CO 20,972 1,538,000 0.03%
208 Alley Co LLC 20,786 1,524,000 0.03%
209 CADENCE BANK NA 20,238 1,484,000 0.03%
210 ProVise Management Group, LLC 19,962 1,464,000 0.03%
211 Montecito Bank & Trust 19,541 1,433,000 0.03%
212 Bangor Savings Bank 19,487 1,428,000 0.03%
213 NOTTINGHAM ADVISORS, INC. 19,409 1,423,000 0.03%
214 Haverford Trust Co 19,141 1,403,000 0.03%
215 JOYN Advisors, Inc. 19,096 1,400,000 0.03%
216 JOHNSON INVESTMENT COUNSEL INC 18,970 1,390,000 0.03%
217 SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 18,965 1,390,000 0.03%
218 PARK NATIONAL CORP /OH/ 18,182 1,333,104 0.03%
219 Peachtree Investment Advisors, Inc. 17,823 1,307,000 0.03%
220 JAG CAPITAL MANAGEMENT, LLC 17,808 1,306,000 0.03%
221 FMA ADVISORY INC 17,782 1,304,000 0.03%
222 CAMBRIDGE TRUST CO 17,605 1,290,000 0.03%
223 Investors Capital Advisory Services 17,572 1,288,000 0.03%
224 Triangle Securities Wealth Management 20,295 1,287,000 0.03%
225 CapWealth Advisors, LLC 17,403 1,276,000 0.03%
226 RAYMOND JAMES TRUST N.A. 17,206 1,261,000 0.03%
227 FCG ADVISORS, LLC 17,025 1,248,000 0.03%
228 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 16,760 1,229,000 0.02%
229 PEAPACK GLADSTONE FINANCIAL CORP 16,757 1,228,623 0.02%
230 DONALDSON CAPITAL MANAGEMENT, LLC 16,750 1,228,000 0.02%
231 Rehmann Capital Advisory Group 16,699 1,224,000 0.02%
232 FIRST MIDWEST BANK TRUST DIVISION 16,600 1,217,000 0.02%
233 Walleye Trading LLC 16,348 1,199,000 0.02%
234 PEDDOCK CAPITAL ADVISORS, LLC 16,257 1,192,000 0.02%
235 GOULD ASSET MANAGEMENT LLC /CA/ 16,250 1,191,000 0.02%
236 FRANKLIN STREET ADVISORS INC /NC 15,600 1,144,000 0.02%
237 Hemenway Trust Co LLC 15,550 1,140,000 0.02%
238 COMERICA SECURITIES INC 15,351 1,126,000 0.02%
239 Salient Capital Advisors, LLC 15,194 1,114,000 0.02%
240 VICUS CAPITAL 15,095 1,107,000 0.02%
241 PATTEN & PATTEN INC/TN 15,103 1,107,000 0.02%
242 Regal Investment Advisors LLC 15,026 1,102,000 0.02%
243 HBK Sorce Advisory LLC 14,961 1,097,000 0.02%
244 Essex Financial Services, Inc. 14,835 1,088,000 0.02%
245 Wellington Shields Capital Management, LLC 14,800 1,085,000 0.02%
246 FIRST CITIZENS BANK & TRUST CO 14,765 1,083,000 0.02%
247 BARCLAYS PLC 14,800 1,080,000 0.02% Call
248 SHEETS SMITH WEALTH MANAGEMENT 14,674 1,076,000 0.02%
249 CITY NATIONAL BANK 14,653 1,074,000 0.02%
250 Capital Advisors, Ltd. LLC 14,173 1,039,000 0.02%
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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.