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

Institutional Holders (2014Q3)
Portfolio Summary: 265 Institutional holders with a total value of $2,798,442,279.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Friedenthal Financial 76,224 8,602,000 0.31%
52 MEEDER ASSET MANAGEMENT INC 75,647 8,537,000 0.31%
53 AHL Partners LLP 73,201 8,261,000 0.30%
54 Wind River Trust Co 71,530 8,082,000 0.29%
55 Retirement Planning Group, LLC 68,538 7,735,000 0.28%
56 Commonwealth Equity Services, Inc 64,278 7,254,000 0.26%
57 Hoxton Financial, Inc. 60,225 6,796,000 0.24%
58 PGGM Investments 58,018 6,547,000 0.23%
59 NOMURA ASSET MANAGEMENT CO LTD 57,800 6,523,000 0.23%
60 FDx Advisors, Inc. 56,542 6,381,000 0.23%
61 GUGGENHEIM CAPITAL LLC 55,992 6,320,000 0.23%
62 FMR LLC 55,269 6,237,000 0.22%
63 BAR HARBOR WEALTH MANAGEMENT 51,004 5,756,000 0.21%
64 Tuttle Capital Management, LLC 50,751 5,727,000 0.20%
65 COMMERZBANK AKTIENGESELLSCHAFT /FI 50,651 5,716,000 0.20%
66 SUNTRUST BANKS INC 44,715 5,044,000 0.18%
67 Westover Capital Advisors, LLC 43,376 4,895,000 0.17%
68 Alexandria Capital, LLC 42,845 4,835,000 0.17%
69 COUNTRY TRUST BANK 42,355 4,779,762 0.17%
70 Live Your Vision, LLC 41,653 4,747,000 0.17%
71 FCG ADVISORS, LLC 42,785 4,665,000 0.17%
72 Weatherstone Capital Management 39,992 4,513,000 0.16%
73 HL FINANCIAL SERVICES LLC 38,352 4,328,000 0.15%
74 SUSQUEHANNA INTERNATIONAL GROUP, LLP 37,200 4,198,000 0.15% Put
75 MONROE BANK & TRUST/MI 35,447 4,000,000 0.14%
76 Stratos Wealth Partners, LTD. 35,407 3,996,000 0.14%
77 Sumitomo Mitsui DS Asset Management Company, Ltd 34,987 3,948,000 0.14%
78 IBBOTSON ASSOCIATES INC 34,217 3,861,000 0.14%
79 Wharton Business Group, LLC 32,580 3,677,000 0.13%
80 MANAGED ACCOUNT ADVISORS LLC 31,227 3,524,000 0.13%
81 HSBC HOLDINGS PLC 30,961 3,493,000 0.12%
82 First Allied Asset Management, Inc. 29,856 3,228,000 0.12%
83 Baker Avenue Asset Management, LP 28,354 3,200,000 0.11%
84 Placemark Investments, Inc. 28,341 3,197,000 0.11%
85 COLONY GROUP LLC 28,267 3,190,000 0.11%
86 ETRADE Capital Management LLC 28,256 3,189,000 0.11%
87 COMERICA BANK 25,191 2,844,000 0.10%
88 Hilltop Holdings Inc. 23,764 2,682,000 0.10%
89 NATIONAL PLANNING CORP 22,289 2,516,000 0.09%
90 Checchi Capital Advisers, LLC 22,267 2,513,000 0.09%
91 Sumitomo Mitsui Trust Group, Inc. 21,661 2,444,000 0.09%
92 Blue Fin Capital, Inc. 20,761 2,343,000 0.08%
93 NATIXIS ADVISORS, LLC 20,405 2,303,000 0.08%
94 UNITED CAPITAL FINANCIAL ADVISORS, LLC 20,369 2,299,000 0.08%
95 I.G. INVESTMENT MANAGEMENT, LTD. 19,733 2,227,000 0.08%
96 Autus Asset Management, LLC 19,708 2,224,000 0.08%
97 1919 Investment Counsel, LLC 19,416 2,192,000 0.08%
98 Neuberger Berman Group LLC 19,220 2,168,000 0.08%
99 Robert W. Baird & Co. Inc 19,164 2,163,000 0.08% SH
100 Avior Wealth Management, LLC 19,069 2,152,000 0.08%
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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.