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

Institutional Holders (2014Q3)
Portfolio Summary: 141 Institutional holders with a total value of $1,339,680,932.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 NAVELLIER & ASSOCIATES INC 6,287 370,000 0.03%
102 BLAIR WILLIAM & CO/IL 6,050 356,000 0.03%
103 Stratos Wealth Partners, LTD. 5,913 348,000 0.03%
104 ROCKEFELLER FINANCIAL SERVICES INC 5,443 321,000 0.02%
105 GLENMEDE TRUST CO NA 5,228 307,000 0.02%
106 Ledyard National Bank 5,060 298,000 0.02%
107 HighTower Advisors, LLC 5,022 296,000 0.02%
108 Capital Directions Investment Advisors, LLC 4,936 294,000 0.02%
109 Cambridge Investment Research Advisors, Inc. 4,955 292,000 0.02%
110 Regis Management CO LLC 4,375 258,000 0.02%
111 COLDSTREAM CAPITAL MANAGEMENT INC 4,345 256,000 0.02%
112 NATIONAL PLANNING CORP 4,030 235,000 0.02%
113 SPINNAKER TRUST 3,868 228,000 0.02%
114 BlackRock Investment Management, LLC 3,844 226,000 0.02%
115 RS INVESTMENT MANAGEMENT CO LLC 3,600 212,000 0.02%
116 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,495 206,000 0.02%
117 LADENBURG THALMANN FINANCIAL SERVICES INC. 3,485 205,000 0.02%
118 M&T BANK CORP 3,440 203,000 0.02%
119 AMERICAN INTERNATIONAL GROUP, INC. 3,283 193,368 0.01%
120 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 3,205 189,000 0.01%
121 CITIGROUP INC 3,187 188,000 0.01%
122 MANAGED ACCOUNT ADVISORS LLC 2,782 164,000 0.01%
123 Creative Planning 2,102 124,000 0.01%
124 FOUNDERS BANK & TRUST 1,798 106,000 0.01%
125 GUGGENHEIM CAPITAL LLC 1,500 88,000 0.01%
126 Private Advisor Group, LLC 1,299 77,000 0.01%
127 Tortoise Investment Management, LLC 1,055 62,000 0.00%
128 CapWealth Advisors, LLC 530 31,000 0.00%
129 WHITTIER TRUST CO OF NEVADA INC 475 28,000 0.00%
130 Winch Advisory Services, LLC 383 23,000 0.00%
131 WFG Advisors, LP 370 22,000 0.00%
132 D.A. DAVIDSON & CO. 350 20,000 0.00%
133 FIFTH THIRD BANCORP 325 19,000 0.00%
134 PNC FINANCIAL SERVICES GROUP, INC. 300 18,000 0.00%
135 NEXT Financial Group, Inc 257 15,000 0.00%
136 MSI Financial Services Inc 228 13,000 0.00%
137 Tower Research Capital LLC (TRC) 200 12,000 0.00%
138 NEW ENGLAND SECURITIES CORP /MA/ 93 5,000 0.00%
139 BENJAMIN F. EDWARDS & COMPANY, INC. 89 5,000 0.00%
140 Alexandria Capital, LLC 60 4,000 0.00%
141 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.