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

Institutional Holders (2014Q3)
Portfolio Summary: 90 Institutional holders with a total value of $243,517,646.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 NORTHERN CAPITAL MANAGEMENT LLC 5,020 459,000 0.19%
52 LADENBURG THALMANN FINANCIAL SERVICES INC. 4,623 423,000 0.17%
53 Beaumont Financial Partners, LLC 4,544 416,000 0.17%
54 CITIGROUP INC 4,519 413,000 0.17%
55 Perigon Wealth Management, LLC 4,490 411,000 0.17%
56 B. Riley Wealth Advisors, Inc. 4,403 403,000 0.17%
57 HighTower Advisors, LLC 4,271 391,000 0.16%
58 NOMURA ASSET MANAGEMENT CO LTD 4,200 384,000 0.16%
59 Cetera Advisors LLC 3,713 340,000 0.14%
60 Private Wealth Advisors, Inc. 3,352 307,000 0.13%
61 Essex Financial Services, Inc. 3,300 302,000 0.12%
62 Investors Capital Advisory Services 2,811 257,000 0.11%
63 First Allied Advisory Services, Inc. 2,365 217,000 0.09%
64 Cetera Advisor Networks LLC 2,334 213,000 0.09%
65 EVERETT HARRIS & CO /CA/ 2,301 211,000 0.09%
66 Janney Montgomery Scott LLC 2,262 206,996 0.09%
67 SALEM INVESTMENT COUNSELORS INC 2,200 201,000 0.08%
68 AXA S.A. 1,517 139,000 0.06%
69 Advisors Preferred, LLC 1,150 105,098 0.04%
70 Creative Planning 1,086 99,000 0.04%
71 NEXT Financial Group, Inc 900 82,000 0.03%
72 Johnson Financial Group, Inc. 865 79,000 0.03%
73 Private Advisor Group, LLC 843 77,000 0.03%
74 PNC FINANCIAL SERVICES GROUP, INC. 552 50,000 0.02%
75 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 520 48,000 0.02%
76 Ground Swell Capital, LLC 495 45,000 0.02%
77 US BANCORP \DE\ 300 27,000 0.01%
78 Carroll Financial Associates, Inc. 200 18,000 0.01%
79 FIRST FINANCIAL CORP /IN/ 200 18,000 0.01%
80 One Capital Management, LLC 150 14,000 0.01%
81 NEW ENGLAND SECURITIES CORP /MA/ 150 14,000 0.01%
82 CENTRAL TRUST Co 150 14,000 0.01%
83 BOSTON PRIVATE BANK & TRUST CO 115 11,000 0.00%
84 REILLY FINANCIAL ADVISORS, LLC 100 9,000 0.00%
85 Pinnacle Summer Investments, Inc. 100 9,000 0.00%
86 Chevy Chase Trust Holdings, LLC 102 9,000 0.00%
87 ALLIANCEBERNSTEIN L.P. 63 6,000 0.00%
88 Winch Advisory Services, LLC 67 6,000 0.00%
89 Peachtree Investment Advisors, Inc. 50 5,000 0.00%
90 Hartford Financial Management Inc. 58 5,000 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.