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

Institutional Holders (2014Q2)
Portfolio Summary: 401 Institutional holders with a total value of $6,811,477,360.
#
Manager Name
Shares
Value ($)
%
Options
Notes
351 Barrett Asset Management, LLC 925 150,000 0.00%
352 West Oak Capital, LLC 900 146,304 0.00%
353 Tortoise Investment Management, LLC 850 138,000 0.00%
354 SECURITY NATIONAL TRUST CO 779 127,000 0.00%
355 JNBA Financial Advisors 742 121,000 0.00%
356 Hudock, Inc. 720 117,000 0.00%
357 REILLY FINANCIAL ADVISORS, LLC 661 108,000 0.00%
358 WFG Advisors, LP 655 106,000 0.00%
359 LBA Wealth Management, LLC 630 102,000 0.00%
360 Capital Advisors, Ltd. LLC 622 101,000 0.00%
361 Vantage Investment Advisors, LLC 590 96,000 0.00%
362 Bartlett & Co. LLC 585 95,000 0.00%
363 Manchester Capital Management LLC 564 92,000 0.00%
364 FIRST NATIONAL BANK SIOUX FALLS 557 91,000 0.00%
365 WESTPORT RESOURCES MANAGEMENT INC 551 90,000 0.00%
366 Bank of Kentucky, Inc. 525 85,000 0.00%
367 Parallax Volatility Advisers, L.P. 500 82,000 0.00% Call
368 VAN ECK ASSOCIATES CORP 504 82,000 0.00%
369 CENTRAL BANK & TRUST CO 519 78,000 0.00%
370 TRUST CO OF VERMONT 475 77,000 0.00%
371 Joel Isaacson & Co., LLC 448 73,000 0.00%
372 DUBUQUE BANK & TRUST CO 425 69,000 0.00%
373 Capital Directions Investment Advisors, LLC 394 64,000 0.00%
374 Jolley Asset Management, LLC 375 61,000 0.00%
375 Partnervest Advisory Services LLC 371 60,000 0.00%
376 Plante Moran Financial Advisors, LLC 340 55,000 0.00%
377 Stifel Trust Company, N.A. 300 49,000 0.00%
378 OPTIMUM INVESTMENT ADVISORS 281 46,000 0.00%
379 MassMutual Private Wealth & Trust, FSB 272 44,216 0.00%
380 Kistler-Tiffany Companies, LLC 273 44,000 0.00%
381 Winslow, Evans & Crocker, Inc. 270 43,891 0.00%
382 PITTENGER & ANDERSON INC 257 42,000 0.00%
383 B. Riley Wealth Management, Inc. 250 40,000 0.00%
384 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 239 39,000 0.00%
385 Antonetti Capital Management LLC 240 39,000 0.00%
386 Crosspoint Capital Strategies, LLC 219 35,000 0.00%
387 Hanson & Doremus Investment Management 185 30,000 0.00%
388 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 175 28,000 0.00%
389 Exchange Capital Management, Inc. 161 26,000 0.00%
390 Institute for Wealth Management, LLC. 156 25,000 0.00%
391 Focused Wealth Management, Inc 147 24,000 0.00%
392 American Research & Management Co. 150 24,000 0.00%
393 Winfield Associates, Inc. 150 24,000 0.00%
394 MUNDER CAPITAL MANAGEMENT 150 24,000 0.00%
395 Carroll Financial Associates, Inc. 144 23,000 0.00%
396 Ledyard National Bank 100 16,000 0.00%
397 Apriem Advisors 63 10,000 0.00%
398 HOWE & RUSLING INC 30 5,000 0.00%
399 Alerus Investment Advisors Corp 24 4,000 0.00%
400 TOMPKINS FINANCIAL CORP 13 2,000 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.