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

Institutional Holders (2014Q1)
Portfolio Summary: 171 Institutional holders with a total value of $1,946,754,233.
#
Manager Name
Shares
Value ($)
%
Options
Notes
151 Edge Wealth Management LLC 670 82,000 0.00%
152 PRIVATE TRUST CO NA 598 74,000 0.00%
153 WFG Advisors, LP 593 73,000 0.00%
154 First City Capital Management, Inc. 500 61,515 0.00%
155 Paradigm Financial Advisors, LLC 450 55,000 0.00%
156 BOSTON PRIVATE BANK & TRUST CO 445 55,000 0.00%
157 WHITTIER TRUST CO OF NEVADA INC 425 52,000 0.00%
158 Barrett Asset Management, LLC 320 39,000 0.00%
159 Bank of Kentucky, Inc. 300 37,000 0.00%
160 FOUNDERS BANK & TRUST 258 32,000 0.00%
161 COLONY GROUP LLC 235 29,000 0.00%
162 FIFTH THIRD BANCORP 187 23,000 0.00%
163 REILLY FINANCIAL ADVISORS, LLC 158 19,000 0.00%
164 Vigilant Capital Management, LLC 150 18,000 0.00%
165 SIGNATUREFD, LLC 150 18,000 0.00%
166 Camarda Financial Advisors, LLC 145 18,000 0.00%
167 Partnervest Advisory Services LLC 105 13,000 0.00%
168 Vantage Investment Advisors, LLC 50 6,000 0.00%
169 Hartford Financial Management Inc. 48 5,000 0.00%
170 Tradewinds Capital Management, LLC 22 3,000 0.00%
171 B. Riley Wealth Management, Inc. 23 3,000 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.