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

Institutional Holders (2014Q1)
Portfolio Summary: 67 Institutional holders with a total value of $164,534,061.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Carroll Financial Associates, Inc. 4,570 160,000 0.10%
52 US BANCORP \DE\ 3,981 139,000 0.08%
53 AMERICAN INTERNATIONAL GROUP, INC. 2,755 96,343 0.06%
54 BARCLAYS PLC 2,600 88,000 0.05% Put
55 SYNOVUS FINANCIAL CORP 2,400 84,000 0.05%
56 CANADA LIFE ASSURANCE Co 1,965 69,000 0.04%
57 Creative Planning 1,738 61,000 0.04%
58 QCI ASSET MANAGEMENT INC/NY 1,558 54,000 0.03%
59 CITIGROUP INC 1,520 53,000 0.03%
60 ARROW FINANCIAL CORP 735 26,000 0.02%
61 PNC FINANCIAL SERVICES GROUP, INC. 710 25,000 0.02%
62 MSI Financial Services Inc 345 12,000 0.01%
63 Hirtle Callaghan & Co LLC 230 8,000 0.00%
64 Formidable Asset Management, LLC 225 7,000 0.00%
65 AMERIPRISE FINANCIAL INC 165 6,000 0.00%
66 Regal Investment Advisors LLC 150 5,000 0.00%
67 LBA Wealth Management, LLC 95 3,000 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.