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

Institutional Holders (2014Q1)
Portfolio Summary: 244 Institutional holders with a total value of $1,748,995,011.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 HIGHLAND CAPITAL MANAGEMENT, LLC 2,460 263,000 0.02% SH
52 Parasol Investment Management, LLC 2,500 268,000 0.02%
53 INVESTMENT CENTERS OF AMERICA INC 2,719 284,000 0.02%
54 NEW ENGLAND SECURITIES CORP /MA/ 2,663 285,000 0.02%
55 PETTYJOHN, WOOD & WHITE, INC 2,700 289,000 0.02%
56 BOSTON ADVISORS LLC 2,800 300,000 0.02%
57 Annex Advisory Services, LLC 2,887 309,000 0.02%
58 COMERICA SECURITIES INC 2,936 314,000 0.02%
59 ARS Wealth Advisors, LLC 2,967 318,000 0.02%
60 Fiduciary Trust Co International of Pennsylvania 3,027 324,000 0.02%
61 Antonetti Capital Management LLC 3,213 344,000 0.02%
62 BAR HARBOR WEALTH MANAGEMENT 3,302 354,000 0.02%
63 Bragg Financial Advisors, Inc 3,430 367,000 0.02%
64 STEEL GROVE CAPITAL ADVISORS, LLC 3,460 370,000 0.02%
65 IFC Holdings Incorporated/FL 3,500 374,000 0.02%
66 MONROE BANK & TRUST/MI 3,525 378,000 0.02%
67 AMI INVESTMENT MANAGEMENT INC 3,550 380,000 0.02%
68 STALEY CAPITAL ADVISERS INC 3,600 385,000 0.02%
69 UNITED BANK, INC. 3,654 391,000 0.02%
70 Rotella Capital Management, Inc. 3,700 396,000 0.02%
71 NEW SOUTH CAPITAL MANAGEMENT INC 3,730 399,000 0.02%
72 BERKSHIRE ASSET MANAGEMENT LLC/PA 3,750 401,000 0.02%
73 Autus Asset Management, LLC 3,755 402,000 0.02%
74 MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 3,850 412,000 0.02% PRN
75 NewSquare Capital LLC 3,892 417,000 0.02%
76 Partnervest Advisory Services LLC 3,889 417,000 0.02%
77 Sterneck Capital Management, LLC 4,000 428,000 0.02%
78 HighTower Trust Company, N.A. 4,123 441,000 0.03%
79 CAPITAL ONE, NATIONAL ASSOCIATION 4,183 448,000 0.03%
80 PATTON ALBERTSON MILLER GROUP, LLC 4,300 460,000 0.03%
81 Cetera Advisor Networks LLC 4,400 471,000 0.03%
82 Winfield Associates, Inc. 4,610 494,000 0.03%
83 MSI Financial Services Inc 4,634 496,000 0.03%
84 Freedom Investment Management, Inc. 4,716 505,000 0.03%
85 NEWGATE CAPITAL MANAGEMENT LLC 4,760 510,000 0.03%
86 ASSOCIATED BANC-CORP 4,792 513,000 0.03%
87 Private Advisor Group, LLC 4,859 520,000 0.03%
88 ProVise Management Group, LLC 4,960 531,000 0.03%
89 LAZARD ASSET MANAGEMENT LLC 5,000 535,000 0.03% PRN
90 LifePlan Financial Group, Inc 5,102 546,000 0.03%
91 Yellowstone Partners, LLC 5,125 549,000 0.03%
92 Capital Directions Investment Advisors, LLC 5,231 560,000 0.03%
93 Cetera Advisors LLC 5,275 564,000 0.03%
94 Prospera Financial Services Inc 5,305 568,000 0.03%
95 SIGMA INVESTMENT COUNSELORS INC 5,610 601,000 0.03%
96 WEALTHCARE CAPITAL MANAGEMENT LLC 5,628 603,000 0.03%
97 AMERICAN INTERNATIONAL GROUP, INC. 5,741 614,672 0.04%
98 ENTERPRISE FINANCIAL SERVICES CORP 5,771 618,000 0.04%
99 West Coast Financial LLC 5,892 631,000 0.04%
100 MANAGED ACCOUNT ADVISORS LLC 6,150 658,000 0.04%
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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.