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

Institutional Holders (2014Q1)
Portfolio Summary: 134 Institutional holders with a total value of $595,179,614.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 Robert W. Baird & Co. Inc 3,081 238,000 0.04%
102 FIRST CITIZENS BANCORPORATION INC 3,022 234,000 0.04%
103 CCM INVESTMENT ADVISERS LLC 3,022 233,000 0.04%
104 CITADEL ADVISORS LLC 2,979 230,000 0.04%
105 CWM, LLC 2,831 219,000 0.04%
106 JOYN Advisors, Inc. 2,835 219,000 0.04%
107 Private Ocean, LLC 2,805 217,000 0.04%
108 RNC CAPITAL MANAGEMENT LLC 2,750 213,000 0.04%
109 PNC FINANCIAL SERVICES GROUP, INC. 2,680 207,000 0.03%
110 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 2,100 162,000 0.03%
111 B. Riley Wealth Management, Inc. 1,905 147,000 0.02%
112 Pinnacle Summer Investments, Inc. 1,643 119,000 0.02%
113 NEW ENGLAND SECURITIES CORP /MA/ 1,519 117,000 0.02%
114 WHITTIER TRUST CO OF NEVADA INC 1,500 116,000 0.02%
115 First Horizon Advisors, Inc. 1,490 115,000 0.02%
116 AMERIPRISE FINANCIAL INC 1,386 107,000 0.02%
117 Tortoise Investment Management, LLC 1,150 89,000 0.01%
118 FIFTH THIRD BANCORP 1,040 80,000 0.01%
119 Capital Analysts, LLC 900 69,570 0.01%
120 RIVERSVILLE CAPITAL, INC. 830 64,000 0.01%
121 RUSSELL FRANK CO/ 585 43,000 0.01%
122 MSI Financial Services Inc 530 41,000 0.01%
123 People's United Financial, Inc. 500 39,000 0.01%
124 Cornerstone Advisors, Inc. 487 38,000 0.01%
125 Horrell Capital Management, Inc. 325 25,000 0.00%
126 Smithfield Trust Co 325 25,000 0.00%
127 NewSquare Capital LLC 263 20,000 0.00%
128 Tower Research Capital LLC (TRC) 173 13,000 0.00%
129 WFG Advisors, LP 167 13,000 0.00%
130 Crosspoint Capital Strategies, LLC 170 13,000 0.00%
131 THOMPSON DAVIS & CO., INC. 100 8,000 0.00%
132 BARCLAYS PLC 87 7,000 0.00%
133 OPTIMUM INVESTMENT ADVISORS 8 1,000 0.00%
134 Quantum Capital Management, LLC / NJ 1 0 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.