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

Institutional Holders (2014Q3)
Portfolio Summary: 413 Institutional holders with a total value of $3,684,125,976.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Patriot Wealth Management, Inc. 274,945 10,866,000 0.29%
52 Janney Montgomery Scott LLC 274,329 10,841,482 0.29%
53 RAYMOND JAMES & ASSOCIATES 264,449 10,451,000 0.28%
54 ICONIQ Capital, LLC 253,761 10,029,000 0.27%
55 Veritable, L.P. 250,193 9,888,000 0.27%
56 DEUTSCHE BANK AG\ 248,801 9,829,000 0.27%
57 CITIGROUP INC 242,873 9,598,000 0.26%
58 DAVIDSON & GARRARD INC 241,417 9,541,000 0.26%
59 KCM INVESTMENT ADVISORS LLC 233,974 9,247,000 0.25%
60 ENVESTNET ASSET MANAGEMENT INC 225,986 8,931,000 0.24%
61 Orion Porfolio Solutions, LLC 225,895 8,927,000 0.24%
62 Simply Money Advisors 223,154 8,819,000 0.24%
63 Friedenthal Financial 220,115 8,699,000 0.24%
64 COUNTRY TRUST BANK 218,249 8,625,200 0.23%
65 PNC FINANCIAL SERVICES GROUP, INC. 215,164 8,503,000 0.23%
66 Hoxton Financial, Inc. 204,917 8,098,000 0.22%
67 Efficient Market Advisors, LLC 202,554 8,005,000 0.22%
68 UNITED CAPITAL FINANCIAL ADVISORS, LLC 196,036 7,747,000 0.21%
69 FULTON BREAKEFIELD BROENNIMAN LLC 195,354 7,720,000 0.21%
70 Manchester Capital Management LLC 193,118 7,632,000 0.21%
71 SUSQUEHANNA INTERNATIONAL GROUP, LLP 183,600 7,256,000 0.20% Put
72 Bouchey Financial Group Ltd 178,684 7,062,000 0.19%
73 AMERICAN INTERNATIONAL GROUP, INC. 175,643 6,941,428 0.19%
74 BANTA ASSET MANAGEMENT LP 172,741 6,854,000 0.19%
75 INVESTMENT CENTERS OF AMERICA INC 169,364 6,705,000 0.18%
76 Atria Investments, Inc 165,870 6,555,000 0.18%
77 Windsor Capital Management, LLC 163,898 6,477,000 0.18%
78 Camarda Financial Advisors, LLC 163,309 6,454,000 0.18%
79 Stratos Wealth Partners, LTD. 158,831 6,277,000 0.17%
80 SYNOVUS FINANCIAL CORP 155,797 6,158,000 0.17%
81 BRAVE ASSET MANAGEMENT INC 149,155 5,895,000 0.16%
82 REGIONS FINANCIAL CORP 145,380 5,745,000 0.16%
83 SouthState Bank Corp 144,110 5,695,000 0.15%
84 Madden Advisory Services, Inc. 141,283 5,584,000 0.15%
85 First Allied Advisory Services, Inc. 139,516 5,528,000 0.15%
86 Phocas Financial Corp. 134,620 5,320,000 0.14% SH
87 Prospera Financial Services Inc 128,919 5,095,000 0.14%
88 JPMORGAN CHASE & CO 127,223 5,028,000 0.14%
89 Placemark Investments, Inc. 125,787 4,970,000 0.13%
90 UNITED SERVICES AUTOMOBILE ASSOCIATION 125,000 4,940,000 0.13%
91 TCTC Holdings, LLC 122,050 4,824,000 0.13%
92 Advisory Alpha, LLC 119,108 4,700,000 0.13%
93 Hilltop Holdings Inc. 118,798 4,695,000 0.13%
94 THRIVENT FINANCIAL FOR LUTHERANS 113,198 4,474,000 0.12%
95 Autus Asset Management, LLC 113,121 4,471,000 0.12%
96 Select Asset Management & Trust 109,485 4,327,000 0.12%
97 1919 Investment Counsel, LLC 109,204 4,316,000 0.12%
98 PETTYJOHN, WOOD & WHITE, INC 106,741 4,218,000 0.11%
99 M&T BANK CORP 105,634 4,175,000 0.11%
100 NewSquare Capital LLC 104,405 4,126,000 0.11%
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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.