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

Institutional Holders (2014Q2)
Portfolio Summary: 140 Institutional holders with a total value of $1,324,099,475.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 SCOTIA CAPITAL INC. 6,830 412,000 0.03%
102 Blue Edge Capital, LLC 6,482 390,605 0.03%
103 Pinnacle Summer Investments, Inc. 6,410 386,000 0.03%
104 SPINNAKER TRUST 6,210 375,000 0.03%
105 NAVELLIER & ASSOCIATES INC 5,675 342,000 0.03%
106 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 5,632 339,000 0.03%
107 ROCKEFELLER FINANCIAL SERVICES INC 5,208 314,000 0.02%
108 HighTower Advisors, LLC 5,018 302,000 0.02%
109 GLENMEDE TRUST CO NA 4,783 288,000 0.02%
110 NATIXIS ADVISORS, LLC 4,644 280,000 0.02%
111 AMERICAN INTERNATIONAL GROUP, INC. 4,627 278,824 0.02%
112 Regis Management CO LLC 4,387 264,000 0.02%
113 COLDSTREAM CAPITAL MANAGEMENT INC 4,142 250,000 0.02%
114 NATIONAL PLANNING CORP 4,060 245,000 0.02%
115 Essex Financial Services, Inc. 3,900 235,000 0.02%
116 Cambridge Investment Research Advisors, Inc. 3,681 222,000 0.02%
117 LADENBURG THALMANN FINANCIAL SERVICES INC. 3,632 219,000 0.02%
118 Capital Directions Investment Advisors, LLC 3,636 219,000 0.02%
119 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,495 211,000 0.02%
120 CITIGROUP INC 3,476 209,000 0.02%
121 Carroll Financial Associates, Inc. 3,305 199,000 0.02%
122 WHITTIER TRUST CO OF NEVADA INC 2,450 148,000 0.01%
123 M&T BANK CORP 2,140 129,000 0.01%
124 Creative Planning 2,091 126,000 0.01%
125 FOUNDERS BANK & TRUST 1,798 108,000 0.01%
126 FIFTH THIRD BANCORP 1,740 105,000 0.01%
127 CAPTRUST FINANCIAL ADVISORS 1,511 91,000 0.01%
128 Tortoise Investment Management, LLC 1,055 64,000 0.00%
129 B. Riley Wealth Advisors, Inc. 713 42,965 0.00%
130 MassMutual Private Wealth & Trust, FSB 565 34,047 0.00%
131 CapWealth Advisors, LLC 530 32,000 0.00%
132 Winch Advisory Services, LLC 378 23,000 0.00%
133 WFG Advisors, LP 365 22,000 0.00%
134 PNC FINANCIAL SERVICES GROUP, INC. 300 18,000 0.00%
135 NEW ENGLAND SECURITIES CORP /MA/ 243 15,000 0.00%
136 MSI Financial Services Inc 228 14,000 0.00%
137 Alexandria Capital, LLC 85 5,000 0.00%
138 BANK OF MONTREAL /CAN/ 19 1,000 0.00%
139 NEXT Financial Group, Inc 24 1,000 0.00%
140 CKW FINANCIAL GROUP 7 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.