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

Institutional Holders (2014Q3)
Portfolio Summary: 397 Institutional holders with a total value of $7,028,984,281.
#
Manager Name
Shares
Value ($)
%
Options
Notes
351 West Oak Capital, LLC 900 142,506 0.00%
352 Tortoise Investment Management, LLC 850 135,000 0.00%
353 JNBA Financial Advisors 825 131,000 0.00%
354 Parasol Investment Management, LLC 767 121,000 0.00%
355 Hudock, Inc. 720 114,000 0.00%
356 WFG Advisors, LP 657 104,000 0.00%
357 REILLY FINANCIAL ADVISORS, LLC 632 100,000 0.00%
358 Capital Advisors, Ltd. LLC 622 98,000 0.00%
359 Bartlett & Co. LLC 585 93,000 0.00%
360 Vantage Investment Advisors, LLC 586 93,000 0.00%
361 Manchester Capital Management LLC 564 89,000 0.00%
362 FIRST NATIONAL BANK SIOUX FALLS 557 88,000 0.00%
363 LBA Wealth Management, LLC 545 86,000 0.00%
364 MassMutual Private Wealth & Trust, FSB 534 84,554 0.00%
365 Bank of Kentucky, Inc. 525 83,000 0.00%
366 CENTRAL BANK & TRUST CO 519 82,000 0.00%
367 WealthTrust Fairport, LLC 515 82,000 0.00%
368 TRUST CO OF VERMONT 475 75,000 0.00%
369 VAN ECK ASSOCIATES CORP 455 72,000 0.00%
370 Joel Isaacson & Co., LLC 448 71,000 0.00%
371 EMERSON INVESTMENT MANAGEMENT, LLC 450 71,000 0.00%
372 DUBUQUE BANK & TRUST CO 425 67,000 0.00%
373 Capital Directions Investment Advisors, LLC 394 65,000 0.00%
374 Jolley Asset Management, LLC 375 59,000 0.00%
375 Crosspoint Capital Strategies, LLC 370 59,000 0.00%
376 WESTPORT RESOURCES MANAGEMENT INC 342 54,000 0.00%
377 Stifel Trust Company, N.A. 300 48,000 0.00%
378 OPTIMUM INVESTMENT ADVISORS 281 44,000 0.00%
379 Kistler-Tiffany Companies, LLC 273 43,000 0.00%
380 Winslow, Evans & Crocker, Inc. 270 42,752 0.00%
381 PITTENGER & ANDERSON INC 257 41,000 0.00%
382 B. Riley Wealth Management, Inc. 250 39,000 0.00%
383 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 239 38,000 0.00%
384 Johnson Financial Group, Inc. 190 30,000 0.00%
385 Hanson & Doremus Investment Management 185 29,000 0.00%
386 Institute for Wealth Management, LLC. 156 25,000 0.00%
387 American Research & Management Co. 150 24,000 0.00%
388 Winfield Associates, Inc. 150 24,000 0.00%
389 Carroll Financial Associates, Inc. 144 23,000 0.00%
390 Focused Wealth Management, Inc 147 23,000 0.00%
391 Ledyard National Bank 100 16,000 0.00%
392 Apriem Advisors 63 10,000 0.00%
393 Exchange Capital Management, Inc. 46 7,000 0.00%
394 Alerus Investment Advisors Corp 24 4,000 0.00%
395 TOMPKINS FINANCIAL CORP 13 2,000 0.00%
396 IBERIABANK CORP 5 790 0.00%
397 Quantum Capital Management, LLC / NJ 1 0 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.