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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 128 Institutional holders with a total value of $1,138,919,219.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Tradewinds Capital Management, LLC 15 1,000 0.00%
2 Sandy Spring Bank 40 2,000 0.00%
3 TRUST CO OF VERMONT 90 5,000 0.00%
4 OPTIMUM INVESTMENT ADVISORS 105 6,000 0.00%
5 Winslow, Evans & Crocker, Inc. 150 9,011 0.00%
6 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 205 12,000 0.00%
7 BENJAMIN F. EDWARDS & COMPANY, INC. 200 12,000 0.00%
8 DEUTSCHE BANK AG\ 289 17,000 0.00%
9 THOMPSON SIEGEL & WALMSLEY LLC 420 25,000 0.00%
10 Capital Directions Investment Advisors, LLC 521 31,000 0.00%
11 Ground Swell Capital, LLC 760 46,000 0.00%
12 PNC FINANCIAL SERVICES GROUP, INC. 854 52,000 0.00%
13 GLENMEDE TRUST CO NA 876 52,000 0.00%
14 JFS WEALTH ADVISORS, LLC 922 55,000 0.00%
15 WFG Advisors, LP 945 57,000 0.01%
16 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,000 60,000 0.01%
17 MUFG Americas Holdings Corp 1,525 92,000 0.01%
18 LAZARD ASSET MANAGEMENT LLC 1,650 99,000 0.01%
19 NEW ENGLAND SECURITIES CORP /MA/ 1,763 106,000 0.01%
20 Creative Planning 1,951 117,000 0.01%
21 NewSquare Capital LLC 2,090 126,000 0.01%
22 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 2,790 168,000 0.01%
23 CITADEL ADVISORS LLC 3,340 201,000 0.02%
24 Capital Advantage, Inc. 3,517 211,000 0.02%
25 New England Private Wealth Advisors LLC 3,708 223,000 0.02%
26 Mirae Asset Global Investments Co., Ltd. 3,800 228,000 0.02%
27 Atria Investments, Inc 3,837 230,000 0.02%
28 BBVA USA Bancshares, Inc. 4,107 247,000 0.02%
29 NORTHERN TRUST CORP 4,245 255,000 0.02%
30 ProVise Management Group, LLC 4,398 264,000 0.02%
31 COLONY GROUP LLC 4,441 267,000 0.02%
32 SMITH CHAS P & ASSOCIATES PA CPAS 4,604 277,000 0.02%
33 Yorktown Management & Research Co Inc 4,700 283,000 0.02%
34 ASPIRIANT HOLDINGS S3, LLC 4,935 296,000 0.03%
35 Ironsides Asset Advisors, LLC 5,000 304,000 0.03% SH
36 AXA S.A. 6,020 362,000 0.03%
37 J.P. Morgan Private Wealth Advisors LLC 6,045 363,000 0.03%
38 Concert Wealth Management Inc. 6,444 379,000 0.03%
39 Cetera Advisors LLC 6,467 389,000 0.03%
40 WOODMONT INVESTMENT COUNSEL LLC 6,825 410,000 0.04%
41 Glovista Investments LLC 7,000 420,000 0.04%
42 Lenox Wealth Advisors, LLC 7,250 441,000 0.04%
43 Stratford Consulting, LLC 7,498 450,000 0.04%
44 Clark Capital Management Group, Inc. 8,321 500,000 0.04%
45 First Allied Advisory Services, Inc. 8,385 510,000 0.04%
46 MSI Financial Services Inc 8,697 522,000 0.05%
47 COMMUNITY FINANCIAL SYSTEM, INC. 8,700 523,000 0.05%
48 HHG & Company, LLC 8,885 533,000 0.05%
49 BANK OF MONTREAL /CAN/ 8,928 536,000 0.05%
50 AEGON USA Investment Management, LLC 9,032 543,000 0.05%
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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.