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

Institutional Holders (2014Q1)
Portfolio Summary: 338 Institutional holders with a total value of $5,944,262,107.
#
Manager Name
Shares
Value ($)
%
Options
Notes
301 FineMark National Bank & Trust 420 99,000 0.00%
302 Smithfield Trust Co 375 89,000 0.00%
303 Evercore Wealth Management, LLC 362 86,000 0.00%
304 Kavar Capital Partners, LLC 366 86,000 0.00%
305 BROWN BROTHERS HARRIMAN & CO 350 83,000 0.00%
306 HABERER REGISTERED INVESTMENT ADVISOR INC 350 83,000 0.00% SH
307 CT Financial Advisors LLC 192 65,919 0.00%
308 INR ADVISORY SERVICES LLC 270 64,000 0.00%
309 North Star Investment Management Corp. 250 59,000 0.00%
310 DEUTSCHE BANK AG\ 4,394 51,000 0.00% Put
311 Apriem Advisors 210 50,000 0.00%
312 BENJAMIN F. EDWARDS & COMPANY, INC. 185 44,000 0.00%
313 WealthTrust Fairport, LLC 175 41,000 0.00%
314 GOFEN & GLOSSBERG LLC /IL/ 149 39,000 0.00%
315 Beacon Capital Management, Inc. 150 35,000 0.00%
316 Stifel Trust Company, N.A. 141 34,000 0.00%
317 TORONTO DOMINION BANK 100 25,000 0.00%
318 WEALTHCARE CAPITAL MANAGEMENT LLC 103 24,000 0.00%
319 Paradigm Financial Advisors, LLC 100 24,000 0.00%
320 TRUST CO OF VERMONT 100 24,000 0.00%
321 Winslow, Evans & Crocker, Inc. 100 23,640 0.00%
322 REILLY FINANCIAL ADVISORS, LLC 87 21,000 0.00%
323 Wallington Asset Management, LLC 85 20,000 0.00%
324 MassMutual Private Wealth & Trust, FSB 75 17,730 0.00%
325 Partnervest Advisory Services LLC 70 17,000 0.00%
326 Exchange Capital Management, Inc. 65 15,000 0.00%
327 LS Investment Advisors, LLC 64 15,000 0.00%
328 CHILTON CAPITAL MANAGEMENT LLC 60 14,184 0.00%
329 Pinnacle Summer Investments, Inc. 60 14,000 0.00%
330 Vantage Investment Advisors, LLC 50 12,000 0.00%
331 INTEGRATED WEALTH COUNSEL, LLC 40 9,000 0.00%
332 HighTower Advisors, LLC 500 8,000 0.00% Put
333 SIGNATUREFD, LLC 26 6,000 0.00%
334 Oakworth Capital, Inc. 27 6,000 0.00%
335 CapWealth Advisors, LLC 26 6,000 0.00%
336 Hartford Financial Management Inc. 10 2,000 0.00%
337 Spot Trading L.L.C 5 1,000 0.00%
338 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0 0 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.