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

Institutional Holders (2014Q2)
Portfolio Summary: 99 Institutional holders with a total value of $209,650,435.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Winslow, Evans & Crocker, Inc. 56 4,341 0.00%
2 ENVESTNET ASSET MANAGEMENT INC 84 6,000 0.00%
3 Carroll Financial Associates, Inc. 74 6,000 0.00%
4 WESTPORT RESOURCES MANAGEMENT INC 100 8,000 0.00%
5 ALLIANCEBERNSTEIN L.P. 120 9,000 0.00%
6 Chevy Chase Trust Holdings, LLC 136 11,000 0.01%
7 MSI Financial Services Inc 144 11,000 0.01%
8 NEW ENGLAND SECURITIES CORP /MA/ 182 14,000 0.01%
9 SHAPIRO ROBERT N 200 16,000 0.01%
10 Pinnacle Summer Investments, Inc. 205 16,000 0.01%
11 B. Riley Wealth Advisors, Inc. 250 19,380 0.01%
12 BANK OF MONTREAL /CAN/ 265 21,000 0.01%
13 New Harbor Financial Group, LLC 300 23,000 0.01%
14 People's United Financial, Inc. 295 23,000 0.01%
15 Tarbox Family Office, Inc. 300 23,000 0.01%
16 Advisors Preferred, LLC 352 27,290 0.01%
17 WHITTIER TRUST CO 405 31,000 0.01%
18 US BANCORP \DE\ 400 31,000 0.01%
19 BARCLAYS PLC 432 33,000 0.02%
20 Joel Isaacson & Co., LLC 500 39,000 0.02%
21 Madden Advisory Services, Inc. 535 41,000 0.02%
22 Creative Planning 541 42,000 0.02%
23 Independent Portfolio Consultants, Inc. 540 42,000 0.02%
24 BARCLAYS PLC 600 46,000 0.02% Call
25 REILLY FINANCIAL ADVISORS, LLC 615 48,000 0.02%
26 Alexandria Capital, LLC 632 49,000 0.02%
27 Partnervest Advisory Services LLC 773 60,000 0.03%
28 SYNOVUS FINANCIAL CORP 810 63,000 0.03%
29 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 820 64,000 0.03%
30 HABERER REGISTERED INVESTMENT ADVISOR INC 1,100 85,000 0.04% SH
31 AlphaMark Advisors, LLC 1,400 109,000 0.05% SH
32 WHITTIER TRUST CO OF NEVADA INC 1,800 140,000 0.07%
33 JOYN Advisors, Inc. 1,817 141,000 0.07%
34 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,900 147,000 0.07%
35 OLD SECOND NATIONAL BANK OF AURORA 2,000 155,000 0.07%
36 Tower Research Capital LLC (TRC) 2,043 158,000 0.08%
37 AXA S.A. 2,250 174,000 0.08%
38 FMR LLC 2,687 207,000 0.10%
39 Private Advisor Group, LLC 2,821 219,000 0.10%
40 Compagnie Lombard Odier SCmA 3,397 263,000 0.13%
41 CITADEL ADVISORS LLC 3,544 275,000 0.13%
42 CITIGROUP INC 3,876 301,000 0.14%
43 STEPHENS INC /AR/ 3,935 305,000 0.15%
44 Veritable, L.P. 4,023 312,000 0.15%
45 THRIVENT FINANCIAL FOR LUTHERANS 4,228 328,000 0.16%
46 OPPENHEIMER & CO INC 4,269 331,000 0.16%
47 MDE Group 4,725 366,000 0.17%
48 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,200 403,000 0.19%
49 WEDBUSH SECURITIES INC 5,210 404,000 0.19%
50 NATIONAL PLANNING CORP 5,312 412,000 0.20%
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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.