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

Institutional Holders (2014Q1)
Portfolio Summary: 401 Institutional holders with a total value of $7,821,331,156.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 FIRSTMERIT BANK N A TRUSTEE 223,924 23,620,000 0.30%
52 Simply Money Advisors 219,773 23,182,000 0.30%
53 RAYMOND JAMES & ASSOCIATES 219,456 23,149,000 0.30%
54 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 209,211 22,068,000 0.28%
55 Efficient Market Advisors, LLC 207,671 21,905,000 0.28%
56 BLACKROCK ADVISORS LLC 206,971 21,831,000 0.28%
57 BEACON TRUST CO 206,635 21,796,000 0.28%
58 MANNING & NAPIER ADVISORS LLC 203,960 21,513,000 0.28% PRN
59 WELCH & FORBES LLC 201,998 21,306,000 0.27%
60 Eagle Capital Management, LLC 197,765 20,860,000 0.27%
61 SPINNAKER TRUST 196,882 20,767,000 0.27%
62 TCTC Holdings, LLC 196,658 20,744,000 0.27%
63 Summit Rock Advisors, LP 196,606 20,738,000 0.27%
64 BANK OF MONTREAL /CAN/ 195,615 20,633,000 0.26%
65 CAPITAL CITY TRUST CO/FL 191,957 20,248,000 0.26%
66 Bartlett & Co. LLC 191,053 20,152,000 0.26%
67 MUFG Americas Holdings Corp 187,818 19,811,000 0.25%
68 CITIGROUP INC 182,044 19,199,000 0.25%
69 Steinberg Global Asset Management 179,987 18,985,000 0.24%
70 AMERIPRISE FINANCIAL INC 179,535 18,935,000 0.24%
71 Placemark Investments, Inc. 174,273 18,382,000 0.24%
72 CEDAR HILL ASSOCIATES, LLC 171,740 18,115,000 0.23%
73 Polaris Wealth Advisory Group, LLC 170,287 17,962,000 0.23%
74 ARKANSAS FINANCIAL GROUP, INC. 166,439 17,556,000 0.22%
75 Cypress Capital Group 161,189 17,003,000 0.22%
76 WHITTIER TRUST CO 160,521 16,931,000 0.22%
77 Acropolis Investment Management, LLC 155,948 16,449,421 0.21%
78 HighTower Advisors, LLC 155,710 16,424,000 0.21%
79 Leonetti & Associates, LLC 154,058 16,250,000 0.21%
80 Crestwood Advisors Group, LLC 153,158 16,155,000 0.21%
81 Raymond James Financial Services Advisors, Inc. 149,663 15,786,000 0.20%
82 First Allied Asset Management, Inc. 149,564 15,781,000 0.20%
83 FDx Advisors, Inc. 148,432 15,657,000 0.20%
84 Laidlaw Group, LLC 146,463 15,449,000 0.20%
85 Gradient Investments LLC 146,388 15,441,000 0.20%
86 HENGEHOLD CAPITAL MANAGEMENT LLC 146,263 15,428,000 0.20%
87 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 145,989 15,396,000 0.20%
88 OPPENHEIMER & CO INC 141,727 14,949,000 0.19%
89 LaFleur & Godfrey LLC 136,184 14,365,000 0.18%
90 UNITED CAPITAL FINANCIAL ADVISORS, LLC 136,068 14,352,000 0.18%
91 Haverford Trust Co 132,187 13,943,000 0.18%
92 Robert W. Baird & Co. Inc 132,187 13,943,000 0.18%
93 Capital Analysts, LLC 130,936 13,811,168 0.18%
94 WHITE PINE CAPITAL LLC 126,216 13,313,000 0.17%
95 PALLADIUM PARTNERS LLC 124,751 13,159,000 0.17%
96 Live Your Vision, LLC 123,303 13,006,000 0.17%
97 Trutina Financial LLC 122,410 12,912,000 0.17%
98 Evensky & Katz LLC 120,342 12,678,000 0.16%
99 FIRST HAWAIIAN BANK 118,574 12,508,000 0.16%
100 CUTLER INVESTMENT COUNSEL LLC 117,966 12,443,000 0.16%
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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.