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

Institutional Holders (2014Q2)
Portfolio Summary: 406 Institutional holders with a total value of $3,371,266,421.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 Hilltop Holdings Inc. 96,512 3,851,000 0.11%
102 JPMORGAN CHASE & CO 95,579 3,815,000 0.11%
103 CIBC Private Wealth Group LLC 92,695 3,701,000 0.11%
104 COMMUNITY FINANCIAL SYSTEM, INC. 92,609 3,695,000 0.11%
105 Longer Investments Inc. 92,185 3,679,000 0.11%
106 WEATHERLY ASSET MANAGEMENT L. P. 90,766 3,622,000 0.11%
107 McAdams Wright Ragen, Inc. 90,418 3,608,000 0.11%
108 HSBC HOLDINGS PLC 89,661 3,578,000 0.11%
109 BURNS J W & CO INC/NY 88,827 3,545,000 0.11%
110 CIBC WORLD MARKET INC. 88,293 3,524,000 0.10%
111 Quantitative Advantage, LLC 86,171 3,439,000 0.10%
112 Coastline Trust Co 85,864 3,427,000 0.10%
113 Bartlett & Co. LLC 85,057 3,395,000 0.10%
114 VSR Financial Services, Inc. 83,531 3,334,000 0.10%
115 PETTYJOHN, WOOD & WHITE, INC 81,830 3,266,000 0.10%
116 Azimuth Capital Management LLC 81,425 3,250,000 0.10%
117 MONROE BANK & TRUST/MI 81,065 3,235,000 0.10%
118 VALICENTI ADVISORY SERVICES INC 80,444 3,211,000 0.10%
119 HHG & Company, LLC 79,991 3,194,000 0.09%
120 Regal Investment Advisors LLC 78,623 3,138,000 0.09%
121 Hartford Financial Management Inc. 77,430 3,090,000 0.09%
122 Aspen Investment Management Inc 76,490 3,053,000 0.09%
123 ProVise Management Group, LLC 75,671 3,020,000 0.09%
124 NBT BANK N A /NY 75,007 2,993,000 0.09%
125 Cetera Advisors LLC 74,312 2,970,000 0.09%
126 TOCQUEVILLE ASSET MANAGEMENT L.P. 74,387 2,969,000 0.09%
127 TEXAS CAPITAL BANCSHARES INC/TX 72,824 2,907,000 0.09%
128 Blue Fin Capital, Inc. 68,860 2,748,000 0.08%
129 Autus Asset Management, LLC 67,818 2,707,000 0.08%
130 Manifold Partners, LLC 67,571 2,697,000 0.08%
131 Jacobus Wealth Management, Inc. 66,350 2,648,000 0.08%
132 Nichols Asset Management LLC 64,957 2,592,000 0.08%
133 NORTH AMERICAN MANAGEMENT CORP 64,333 2,567,000 0.08%
134 Cetera Advisor Networks LLC 64,112 2,561,000 0.08%
135 DUNCKER STREETT & CO INC 64,100 2,558,000 0.08%
136 FIRST INTERSTATE BANK 63,329 2,527,000 0.07%
137 Raymond James Financial Services Advisors, Inc. 62,139 2,480,000 0.07%
138 D'Orazio & Associates, Inc. 62,072 2,477,000 0.07%
139 GREENWOOD CAPITAL ASSOCIATES LLC 62,014 2,475,000 0.07%
140 D.A. DAVIDSON & CO. 61,788 2,465,000 0.07%
141 DAVENPORT & Co LLC 61,543 2,456,181 0.07%
142 Alexandria Capital, LLC 59,661 2,381,000 0.07%
143 FIRSTMERIT BANK N A TRUSTEE 57,799 2,307,000 0.07%
144 Shinko Asset Management Co., Ltd. 56,700 2,263,000 0.07%
145 KLINGENSTEIN FIELDS & CO LP 56,255 2,245,000 0.07%
146 OPPENHEIMER & CO INC 55,143 2,201,000 0.07%
147 WHITE PINE CAPITAL LLC 54,672 2,182,000 0.06%
148 DUMONT & BLAKE INVESTMENT ADVISORS LLC 54,014 2,156,000 0.06%
149 Noven Financial Group, Inc. 53,909 2,151,000 0.06%
150 MSI Financial Services Inc 53,147 2,121,000 0.06%
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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.