Dark
Light
System
Security
ISHARES TR
ISHARES TR. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 163 Institutional holders with a total value of $1,831,201,084.
#
Manager Name
Shares
Value ($)
%
Options
Notes
151 OPTIMUM INVESTMENT ADVISORS 318 41,000 0.00%
152 FOUNDERS BANK & TRUST 258 33,000 0.00%
153 Bank of Kentucky, Inc. 250 32,000 0.00%
154 Nelson Capital Management, LLC 235 30,000 0.00%
155 COLONY GROUP LLC 228 29,000 0.00%
156 FIFTH THIRD BANCORP 187 24,000 0.00%
157 Vigilant Capital Management, LLC 150 19,000 0.00%
158 SIGNATUREFD, LLC 150 19,000 0.00%
159 Partnervest Advisory Services LLC 105 13,000 0.00%
160 Institute for Wealth Management, LLC. 59 8,000 0.00%
161 Hartford Financial Management Inc. 48 6,000 0.00%
162 Vantage Investment Advisors, LLC 50 6,000 0.00%
163 B. Riley Wealth Management, Inc. 23 2,000 0.00%
Page 4 of 4

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.