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

Institutional Holders (2014Q3)
Portfolio Summary: 254 Institutional holders with a total value of $2,263,332,431.
#
Manager Name
Shares
Value ($)
%
Options
Notes
151 M&T BANK CORP 6,821 748,000 0.03%
152 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 6,786 744,000 0.03% PRN
153 FMR LLC 6,743 740,000 0.03%
154 MSI Financial Services Inc 6,744 740,000 0.03%
155 Leonetti & Associates, LLC 6,600 724,000 0.03%
156 NewSquare Capital LLC 6,510 714,000 0.03%
157 Capital Advisors, Ltd. LLC 6,477 710,000 0.03%
158 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 6,400 701,000 0.03% Put
159 Prospera Financial Services Inc 6,364 698,000 0.03%
160 West Coast Financial LLC 6,042 663,000 0.03%
161 Advisory Services Network, LLC 6,034 662,000 0.03%
162 WHITTIER TRUST CO OF NEVADA INC 5,967 654,000 0.03%
163 THRIVENT FINANCIAL FOR LUTHERANS 5,927 652,000 0.03%
164 Lenox Wealth Advisors, LLC 5,657 620,000 0.03%
165 CREDIT SUISSE AG/ 5,641 619,000 0.03%
166 RELIANCE TRUST CO OF DELAWARE 5,561 609,000 0.03%
167 Clearbridge Investments, LLC 5,529 606,000 0.03%
168 LifePlan Financial Group, Inc 5,458 599,000 0.03%
169 DEUTSCHE BANK AG\ 5,316 582,000 0.03%
170 Winfield Associates, Inc. 5,305 582,000 0.03%
171 Capital Directions Investment Advisors, LLC 5,249 575,000 0.03%
172 JANE STREET GROUP, LLC 5,200 570,000 0.03% Call
173 WEALTHCARE CAPITAL MANAGEMENT LLC 4,996 548,000 0.02%
174 LAZARD ASSET MANAGEMENT LLC 5,000 548,000 0.02% PRN
175 Arete Wealth Advisors, LLC 4,961 544,000 0.02%
176 ASSOCIATED BANC-CORP 4,792 526,000 0.02%
177 Freedom Investment Management, Inc. 4,201 461,000 0.02%
178 CAPITAL ONE, NATIONAL ASSOCIATION 4,112 451,000 0.02%
179 Regal Investment Advisors LLC 4,107 450,000 0.02%
180 Perigon Wealth Management, LLC 4,017 441,000 0.02%
181 UNITED BANK, INC. 3,987 437,000 0.02%
182 Alerus Investment Advisors Corp 3,874 424,000 0.02%
183 Yellowstone Partners, LLC 3,860 423,000 0.02%
184 Cetera Advisor Networks LLC 3,781 415,000 0.02%
185 BERKSHIRE ASSET MANAGEMENT LLC/PA 3,750 411,000 0.02%
186 VICUS CAPITAL 3,734 410,000 0.02%
187 NEW SOUTH CAPITAL MANAGEMENT INC 3,730 409,000 0.02%
188 ASHFORD CAPITAL MANAGEMENT INC 3,585 393,000 0.02%
189 MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 3,525 387,000 0.02% PRN
190 STALEY CAPITAL ADVISERS INC 3,500 384,000 0.02%
191 IFC Holdings Incorporated/FL 3,500 384,000 0.02%
192 Autus Asset Management, LLC 3,455 379,000 0.02%
193 BAR HARBOR WEALTH MANAGEMENT 3,297 361,000 0.02%
194 VSR Financial Services, Inc. 3,289 361,000 0.02%
195 AT Bancorp 3,205 351,000 0.02%
196 TWIN FOCUS CAPITAL PARTNERS, LLC 3,183 349,000 0.02%
197 WMS Partners, LLC 3,144 345,000 0.02%
198 Aviance Capital Partners, LLC 2,985 327,000 0.01%
199 Cerity Partners OCIO LLC 2,982 327,000 0.01%
200 BUCKINGHAM STRATEGIC WEALTH, LLC 2,917 320,000 0.01%
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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.