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

Institutional Holders (2014Q3)
Portfolio Summary: 162 Institutional holders with a total value of $2,345,999,785.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MACROVIEW INVESTMENT MANAGEMENT LLC 0 0 0.00%
2 WFG Advisors, LP 10 1,000 0.00%
3 CENTRAL TRUST Co 10 1,000 0.00%
4 Thomas J. Herzfeld Advisors, Inc. 6 1,000 0.00%
5 MassMutual Private Wealth & Trust, FSB 10 1,213 0.00%
6 B. Riley Wealth Management, Inc. 44 5,000 0.00%
7 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 51 6,000 0.00%
8 FIFTH THIRD BANCORP 65 8,000 0.00%
9 FARMERS & MERCHANTS INVESTMENTS INC 69 8,000 0.00%
10 Archford Capital Strategies, LLC 65 8,000 0.00%
11 Peachtree Investment Advisors, Inc. 86 10,000 0.00%
12 WASHINGTON TRUST BANK 105 13,000 0.00%
13 Madden Advisory Services, Inc. 104 13,000 0.00%
14 BENJAMIN F. EDWARDS & COMPANY, INC. 117 14,000 0.00%
15 DT Investment Partners, LLC 157 19,000 0.00%
16 Gradient Investments LLC 201 24,000 0.00%
17 THRIVENT FINANCIAL FOR LUTHERANS 212 26,000 0.00%
18 Smithfield Trust Co 310 38,000 0.00%
19 Vantage Investment Advisors, LLC 400 49,000 0.00%
20 Cranbrook Wealth Management, LLC 419 51,000 0.00%
21 BOSTON PRIVATE BANK & TRUST CO 435 53,000 0.00%
22 Vigilant Capital Management, LLC 490 59,000 0.00%
23 NEXT Financial Group, Inc 557 68,000 0.00%
24 KANALY TRUST CO 584 71,000 0.00%
25 Clearbridge Investments, LLC 650 79,000 0.00%
26 1919 Investment Counsel, LLC 691 84,000 0.00%
27 First City Capital Management, Inc. 701 85,045 0.00%
28 LAFFER TENGLER INVESTMENTS, INC. 889 107,853 0.00%
29 First Horizon Advisors, Inc. 962 116,000 0.00%
30 BlackRock Investment Management, LLC 991 120,000 0.01%
31 Smith Affiliated Capital Corp. 1,125 136,485 0.01% PRN
32 Hanson & Doremus Investment Management 1,235 150,000 0.01%
33 Acropolis Investment Management, LLC 1,245 151,000 0.01%
34 Private Advisor Group, LLC 1,463 177,000 0.01%
35 Advisory Alpha, LLC 1,557 189,000 0.01%
36 SII INVESTMENTS INC/WI 1,653 201,000 0.01%
37 COLONY GROUP LLC 1,670 203,000 0.01%
38 Visionary Asset Management, Inc. 1,715 208,000 0.01%
39 AMERICAN INTERNATIONAL GROUP, INC. 1,733 210,189 0.01%
40 1832 Asset Management L.P. 1,750 212,000 0.01%
41 NEW ENGLAND SECURITIES CORP /MA/ 1,834 223,000 0.01%
42 SFMG, LLC 1,851 225,000 0.01%
43 Bragg Financial Advisors, Inc 1,863 226,000 0.01%
44 MSI Financial Services Inc 1,883 228,000 0.01%
45 BlackRock Japan Co. Ltd 2,079 252,000 0.01%
46 UBS AG 2,100 255,000 0.01% Call
47 Sequoia Financial Advisors, LLC 2,137 259,000 0.01%
48 DUBUQUE BANK & TRUST CO 2,175 264,000 0.01%
49 CITIGROUP INC 2,406 292,000 0.01%
50 VICUS CAPITAL 2,412 293,000 0.01%
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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.