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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 American Assets Investment Management, LLC 44,739 4,790,000 0.27%
52 Advisors Preferred, LLC 43,918 4,701,861 0.27%
53 CURIAN CAPITAL LLC 38,920 4,167,000 0.24%
54 STIFEL FINANCIAL CORP 36,503 3,908,000 0.22%
55 SYNOVUS FINANCIAL CORP 36,083 3,863,000 0.22%
56 ASSETMARK, INC 36,047 3,859,000 0.22%
57 Simply Money Advisors 35,298 3,779,000 0.22%
58 BlackRock Investment Management, LLC 34,969 3,744,000 0.21%
59 GUGGENHEIM CAPITAL LLC 34,760 3,721,000 0.21%
60 BANK OF MONTREAL /CAN/ 32,713 3,502,000 0.20%
61 AMERIPRISE FINANCIAL INC 30,718 3,297,000 0.19%
62 KAYS FINANCIAL ADVISORY CORP /ADV 30,520 3,268,000 0.19%
63 Robert W. Baird & Co. Inc 30,076 3,220,000 0.18%
64 FIRST NATIONAL BANK OF OMAHA 29,503 3,158,000 0.18%
65 JAMES INVESTMENT RESEARCH, INC. 27,880 2,985,000 0.17% PRN
66 HBK Sorce Advisory LLC 27,798 2,976,000 0.17%
67 CREDIT SUISSE AG/ 26,253 2,811,000 0.16%
68 D.A. DAVIDSON & CO. 25,965 2,779,000 0.16%
69 CIBC Private Wealth Group LLC 25,331 2,697,000 0.15%
70 Portfolio Solutions, LLC 24,974 2,674,000 0.15%
71 Legacy Private Trust Co. 23,240 2,488,000 0.14%
72 Cambridge Investment Research Advisors, Inc. 22,139 2,370,000 0.14%
73 Zhang Financial LLC 21,805 2,334,000 0.13%
74 Wunderlich Capital Managemnt 21,453 2,300,000 0.13%
75 Atria Investments, Inc 21,408 2,292,000 0.13%
76 BOYS ARNOLD & CO INC 20,700 2,216,000 0.13%
77 OPPENHEIMER & CO INC 20,697 2,216,000 0.13%
78 Rehmann Capital Advisory Group 20,686 2,215,000 0.13%
79 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 20,100 2,152,000 0.12%
80 PARAMETRIC PORTFOLIO ASSOCIATES LLC 19,961 2,137,000 0.12%
81 Tortoise Investment Management, LLC 19,600 2,098,000 0.12%
82 Curbstone Financial Management Corp 19,450 2,082,000 0.12%
83 HUNTINGTON NATIONAL BANK 18,455 1,976,000 0.11%
84 Huntington Steele LLC 18,229 1,952,000 0.11%
85 HighTower Advisors, LLC 18,227 1,951,000 0.11%
86 Paragon Capital Management Ltd 18,165 1,944,708 0.11%
87 PALLADIUM PARTNERS LLC 17,995 1,927,000 0.11%
88 FIRST BUSINESS FINANCIAL SERVICES, INC. 17,615 1,886,000 0.11%
89 FIRST TRUST ADVISORS LP 17,468 1,870,000 0.11%
90 Edelman Financial Services, LLC 17,403 1,863,000 0.11%
91 Capital Investment Advisors, LLC 17,210 1,842,490 0.11%
92 First Allied Advisory Services, Inc. 16,950 1,818,000 0.10%
93 DEAN INVESTMENT ASSOCIATES, LLC 16,871 1,806,000 0.10%
94 Regis Management CO LLC 16,590 1,776,000 0.10%
95 SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,890 1,701,000 0.10%
96 MCF Advisors LLC 15,371 1,646,000 0.09%
97 Bangor Savings Bank 14,861 1,591,000 0.09%
98 TRUST & FIDUCIARY MANAGEMENT SERVICES INC 14,860 1,590,000 0.09%
99 Valmark Advisers, Inc. 14,657 1,569,000 0.09%
100 Altavista Wealth Management, Inc. 14,240 1,525,000 0.09%
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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.