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

Institutional Holders (2014Q1)
Portfolio Summary: 384 Institutional holders with a total value of $2,970,258,481.
#
Manager Name
Shares
Value ($)
%
Options
Notes
201 McAdams Wright Ragen, Inc. 25,120 980,000 0.03%
202 KARPAS STRATEGIES, LLC 24,625 961,000 0.03%
203 FineMark National Bank & Trust 24,177 944,000 0.03%
204 ADVISORY RESEARCH INC 24,043 938,000 0.03%
205 Rehmann Capital Advisory Group 23,765 928,000 0.03%
206 TRUSTMARK BANK TRUST DEPARTMENT 23,121 902,000 0.03%
207 WASATCH ADVISORS LP 23,000 898,000 0.03%
208 CADENCE BANK NA 22,671 884,000 0.03%
209 WEBSTER BANK, N. A. 22,012 859,000 0.03%
210 Gradient Investments LLC 21,800 851,000 0.03%
211 Alpha Cubed Investments, LLC 21,548 841,000 0.03%
212 Ashfield Capital Partners, LLC 21,458 838,000 0.03%
213 Invesco Ltd. 21,259 830,000 0.03%
214 Capstone Financial Advisors, Inc. 21,186 827,000 0.03%
215 WRAPMANAGER INC 21,114 824,000 0.03%
216 CABOT WEALTH MANAGEMENT INC 21,036 821,000 0.03%
217 FIRST NATIONAL TRUST CO 20,856 814,000 0.03%
218 JFS WEALTH ADVISORS, LLC 20,810 812,215 0.03%
219 WFG Advisors, LP 20,770 811,000 0.03%
220 Telos Capital Management, Inc. 20,049 783,000 0.03%
221 Somerset Group LLC 19,945 778,000 0.03%
222 FOUNDERS BANK & TRUST 19,885 776,000 0.03%
223 HOLLENCREST CAPITAL MANAGEMENT 19,815 773,000 0.03%
224 Oakworth Capital, Inc. 19,723 770,000 0.03%
225 Country Club Trust Company, n.a. 19,013 742,000 0.02%
226 KELLEHER FINANCIAL ADVISORS 18,760 732,000 0.02%
227 Dynamic Advisor Solutions LLC 18,716 730,000 0.02%
228 Aviance Capital Partners, LLC 18,541 723,645 0.02%
229 NWAM LLC 17,858 697,000 0.02%
230 WHITTIER TRUST CO OF NEVADA INC 17,795 695,000 0.02%
231 Bellecapital International Ltd. 17,700 691,000 0.02%
232 NORTHWEST INVESTMENT COUNSELORS, LLC 17,616 688,000 0.02%
233 NATIXIS ADVISORS, LLC 17,627 688,000 0.02%
234 EASTERN BANK 17,356 678,000 0.02%
235 NAPLES GLOBAL ADVISORS, LLC 17,228 672,000 0.02%
236 HBK Sorce Advisory LLC 17,159 670,000 0.02%
237 BRIGHTON JONES LLC 17,021 664,000 0.02%
238 AMG National Trust Bank 16,869 658,000 0.02%
239 Winfield Associates, Inc. 16,749 654,000 0.02%
240 STALEY CAPITAL ADVISERS INC 16,700 652,000 0.02%
241 DT Investment Partners, LLC 16,475 643,000 0.02%
242 Aldebaran Financial Inc. 15,927 622,000 0.02%
243 PINNACLE FINANCIAL PARTNERS INC 15,915 621,000 0.02%
244 HL FINANCIAL SERVICES LLC 15,559 607,000 0.02%
245 Orange Investment Advisors, Inc. 15,475 604,000 0.02%
246 Geneva Advisors, LLC 14,632 571,000 0.02%
247 MANUFACTURERS LIFE INSURANCE COMPANY, THE 14,453 564,000 0.02%
248 NEW ENGLAND SECURITIES CORP /MA/ 14,405 562,000 0.02%
249 1st Global Advisors, Inc. 13,924 543,000 0.02%
250 Triangle Securities Wealth Management 13,372 542,000 0.02%
Page 5 of 8

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.