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

Institutional Holders (2014Q1)
Portfolio Summary: 140 Institutional holders with a total value of $1,145,385,988.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 AMERICAN INTERNATIONAL GROUP, INC. 5,763 335,062 0.03%
102 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 5,632 327,000 0.03%
103 UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,344 311,000 0.03%
104 Blue Edge Capital, LLC 5,283 307,154 0.03%
105 CITIGROUP INC 5,277 307,000 0.03%
106 ROCKEFELLER FINANCIAL SERVICES INC 5,208 303,000 0.03%
107 GLENMEDE TRUST CO NA 4,783 278,000 0.02%
108 COLDSTREAM CAPITAL MANAGEMENT INC 4,142 241,000 0.02%
109 NATIONAL PLANNING CORP 4,008 235,000 0.02%
110 Cambridge Investment Research Advisors, Inc. 3,947 230,000 0.02%
111 Essex Financial Services, Inc. 3,900 227,000 0.02%
112 Capital Directions Investment Advisors, LLC 3,636 211,000 0.02%
113 REGENTATLANTIC CAPITAL LLC 3,591 209,000 0.02%
114 RIVERSVILLE CAPITAL, INC. 3,572 208,000 0.02%
115 LADENBURG THALMANN FINANCIAL SERVICES INC. 3,359 195,000 0.02%
116 GUGGENHEIM CAPITAL LLC 3,300 192,000 0.02%
117 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,095 180,000 0.02%
118 Carroll Financial Associates, Inc. 2,555 149,000 0.01%
119 WHITTIER TRUST CO OF NEVADA INC 2,450 142,000 0.01%
120 Creative Planning 2,284 133,000 0.01%
121 M&T BANK CORP 2,140 124,000 0.01%
122 CAPTRUST FINANCIAL ADVISORS 1,909 111,000 0.01%
123 FOUNDERS BANK & TRUST 1,798 105,000 0.01%
124 FIFTH THIRD BANCORP 1,740 101,000 0.01%
125 Tortoise Investment Management, LLC 1,010 59,000 0.01%
126 INTEGRATED WEALTH COUNSEL, LLC 650 38,000 0.00%
127 MassMutual Private Wealth & Trust, FSB 565 32,849 0.00%
128 CapWealth Advisors, LLC 530 31,000 0.00%
129 Winch Advisory Services, LLC 378 22,000 0.00%
130 WFG Advisors, LP 365 21,000 0.00%
131 PNC FINANCIAL SERVICES GROUP, INC. 300 17,000 0.00%
132 NEW ENGLAND SECURITIES CORP /MA/ 243 14,000 0.00%
133 BROWN ADVISORY INC 198 12,000 0.00%
134 MSI Financial Services Inc 138 8,000 0.00%
135 Alexandria Capital, LLC 85 5,000 0.00%
136 WEALTHFRONT CORP 81 5,000 0.00%
137 MYCIO WEALTH PARTNERS, LLC 85 5,000 0.00%
138 LifePlan Financial Group, Inc 43 3,000 0.00%
139 CT Financial Advisors LLC 33 1,981 0.00%
140 BANK OF MONTREAL /CAN/ 19 1,000 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.