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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
351 Sequoia Financial Advisors, LLC 5,292 209,000 0.01%
352 Carnegie Investment Counsel 5,250 207,000 0.01%
353 WELCH & FORBES LLC 5,176 205,000 0.01%
354 Iowa State Bank 5,155 204,000 0.01%
355 FDx Advisors, Inc. 5,127 203,000 0.01%
356 Kovack Advisors, Inc. 5,079 201,000 0.01%
357 MYCIO WEALTH PARTNERS, LLC 4,884 193,000 0.01%
358 Community Financial Services Group, LLC 4,868 192,000 0.01%
359 Capital Advisors, Ltd. LLC 4,288 169,000 0.00%
360 American Research & Management Co. 4,050 160,000 0.00%
361 Smithfield Trust Co 3,930 155,000 0.00%
362 Johnson Financial Group, Inc. 3,933 155,000 0.00%
363 HIGH POINT BANK & TRUST CO 3,796 150,000 0.00%
364 REILLY FINANCIAL ADVISORS, LLC 3,179 126,000 0.00%
365 Plante Moran Financial Advisors, LLC 3,066 121,000 0.00%
366 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 2,973 117,000 0.00%
367 Apriem Advisors 2,910 115,000 0.00%
368 Horrell Capital Management, Inc. 2,674 106,000 0.00%
369 MCF Advisors LLC 2,500 98,000 0.00%
370 GLENMEDE TRUST CO NA 2,500 98,000 0.00%
371 THOMPSON DAVIS & CO., INC. 2,324 92,000 0.00%
372 Formidable Asset Management, LLC 2,200 87,000 0.00%
373 MEEDER ASSET MANAGEMENT INC 2,160 85,000 0.00%
374 MassMutual Private Wealth & Trust, FSB 2,110 83,387 0.00%
375 Focused Wealth Management, Inc 2,112 83,000 0.00%
376 Carroll Financial Associates, Inc. 1,800 71,000 0.00%
377 JCIC Asset Management Inc. 1,600 63,000 0.00%
378 DUBUQUE BANK & TRUST CO 1,296 51,000 0.00%
379 First Houston Capital, Inc. 1,100 43,000 0.00%
380 People's United Financial, Inc. 1,065 42,000 0.00%
381 1832 Asset Management L.P. 1,050 41,000 0.00%
382 LBA Wealth Management, LLC 1,000 40,000 0.00%
383 Waverly Advisors, LLC 1,000 40,000 0.00%
384 Joel Isaacson & Co., LLC 1,000 40,000 0.00%
385 AMERICAN ASSET MANAGEMENT INC. 1,000 40,000 0.00%
386 FARMERS & MERCHANTS INVESTMENTS INC 1,000 40,000 0.00%
387 TRUST CO OF VERMONT 900 36,000 0.00%
388 Stifel Trust Company, N.A. 886 36,000 0.00%
389 INTEGRATED WEALTH COUNSEL, LLC 860 34,000 0.00%
390 M Holdings Securities, Inc. 842 33,000 0.00%
391 Vantage Investment Advisors, LLC 800 32,000 0.00%
392 Winslow, Evans & Crocker, Inc. 766 30,274 0.00%
393 OLD SECOND NATIONAL BANK OF AURORA 600 24,000 0.00%
394 Shamrock Asset Management LLC 620 24,000 0.00%
395 ENTERPRISE FINANCIAL SERVICES CORP 568 22,000 0.00%
396 WealthTrust-Arizona, LLC 532 21,000 0.00%
397 Pinnacle Summer Investments, Inc. 500 20,000 0.00%
398 B. Riley Wealth Management, Inc. 485 19,000 0.00%
399 CANADA LIFE ASSURANCE Co 500 19,000 0.00%
400 WealthTrust Fairport, LLC 385 15,000 0.00%
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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.