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

Institutional Holders (2014Q1)
Portfolio Summary: 92 Institutional holders with a total value of $170,115,488.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 OPPENHEIMER & CO INC 4,212 288,000 0.17%
52 Advisors Preferred, LLC 4,192 286,565 0.17%
53 STEPHENS INC /AR/ 3,935 269,000 0.16%
54 Veritable, L.P. 3,794 259,000 0.15%
55 AXA S.A. 2,250 154,000 0.09%
56 OLD SECOND NATIONAL BANK OF AURORA 2,000 137,000 0.08%
57 BARCLAYS PLC 2,000 136,000 0.08% Put
58 JOYN Advisors, Inc. 1,817 124,000 0.07%
59 WHITTIER TRUST CO OF NEVADA INC 1,800 123,000 0.07%
60 U S GLOBAL INVESTORS INC 1,700 115,000 0.07%
61 AlphaMark Advisors, LLC 1,650 113,000 0.07% SH
62 Madden Advisory Services, Inc. 1,249 85,000 0.05%
63 HABERER REGISTERED INVESTMENT ADVISOR INC 1,100 75,000 0.04% SH
64 BARCLAYS PLC 1,062 72,000 0.04%
65 Alexandria Capital, LLC 1,052 72,000 0.04%
66 CITADEL ADVISORS LLC 1,044 71,000 0.04%
67 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 870 59,000 0.03%
68 Brouwer & Janachowski, LLC 800 55,000 0.03%
69 Creative Planning 631 43,000 0.03%
70 REILLY FINANCIAL ADVISORS, LLC 612 42,000 0.02%
71 BARCLAYS PLC 600 41,000 0.02% Call
72 Joel Isaacson & Co., LLC 500 34,000 0.02%
73 WHITTIER TRUST CO 405 28,000 0.02%
74 US BANCORP \DE\ 400 27,000 0.02%
75 Partnervest Advisory Services LLC 381 26,000 0.02%
76 AMERICAN INTERNATIONAL GROUP, INC. 335 22,901 0.01%
77 New Harbor Financial Group, LLC 300 21,000 0.01%
78 BANK OF MONTREAL /CAN/ 300 21,000 0.01%
79 Tarbox Family Office, Inc. 300 20,000 0.01%
80 People's United Financial, Inc. 295 20,000 0.01%
81 Vigilant Capital Management, LLC 280 19,000 0.01%
82 NEW ENGLAND SECURITIES CORP /MA/ 259 18,000 0.01%
83 SYNOVUS FINANCIAL CORP 263 17,000 0.01%
84 SHAPIRO ROBERT N 200 14,000 0.01%
85 Pinnacle Summer Investments, Inc. 205 14,000 0.01%
86 WESTPORT RESOURCES MANAGEMENT INC 100 7,000 0.00%
87 Hudock, Inc. 100 7,000 0.00%
88 ENVESTNET ASSET MANAGEMENT INC 84 6,000 0.00%
89 Carroll Financial Associates, Inc. 74 5,000 0.00%
90 BESSEMER GROUP INC 51 3,000 0.00%
91 MSI Financial Services Inc 20 1,000 0.00%
92 ALLIANCEBERNSTEIN L.P. 20 1,000 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.