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

Institutional Holders (2014Q2)
Portfolio Summary: 166 Institutional holders with a total value of $1,734,360,896.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Orion Porfolio Solutions, LLC 67,908 3,977,000 0.23%
52 Financial Management Professionals, Inc. 67,497 3,953,000 0.23%
53 Checchi Capital Advisers, LLC 67,210 3,936,000 0.23%
54 Steigerwald, Gordon & Koch Inc. 65,499 3,791,000 0.22%
55 LPL Financial LLC 61,973 3,630,000 0.21%
56 FIDUCIARY TRUST CO 59,914 3,510,000 0.20%
57 BOKF, NA 58,924 3,452,000 0.20%
58 ASPIRIANT, LLC 48,543 2,843,000 0.16%
59 ALESCO ADVISORS LLC 47,443 2,779,000 0.16%
60 Veritable, L.P. 47,137 2,761,000 0.16%
61 CONDOR CAPITAL MANAGEMENT 46,248 2,709,000 0.16%
62 Placemark Investments, Inc. 45,826 2,685,000 0.15%
63 Bank of New York Mellon Corp 44,190 2,589,000 0.15%
64 BROWN ADVISORY INC 43,832 2,567,000 0.15%
65 COMMERCE BANK 39,831 2,333,000 0.13%
66 Savant Capital, LLC 38,166 2,235,000 0.13%
67 ASSETMARK, INC 31,713 1,857,000 0.11%
68 BARCLAYS PLC 31,629 1,836,000 0.11%
69 Commonwealth Equity Services, Inc 30,645 1,795,000 0.10%
70 GFS Advisors, LLC 26,163 1,532,000 0.09%
71 1834 INVESTMENT ADVISORS CO 25,183 1,475,000 0.09%
72 J.P. Morgan Private Wealth Advisors LLC 23,443 1,373,000 0.08%
73 Virtu KCG Holdings LLC 23,362 1,368,000 0.08%
74 SVA Wealth Management, LLC 21,830 1,279,000 0.07%
75 Evanson Asset Management, LLC 21,051 1,233,000 0.07%
76 STIFEL FINANCIAL CORP 20,324 1,190,000 0.07%
77 AMERIPRISE FINANCIAL INC 20,282 1,188,000 0.07%
78 GHP Investment Advisors, Inc. 19,497 1,142,000 0.07%
79 Lourd Capital, LLC 18,854 1,104,000 0.06%
80 Goldstein Munger & Associates 18,701 1,095,000 0.06%
81 PALLADIUM PARTNERS LLC 17,500 1,025,000 0.06%
82 Robeco Institutional Asset Management B.V. 16,944 994,000 0.06%
83 DIXON HUBARD FEINOUR & BROWN INC/VA 16,359 958,000 0.06%
84 Cetera Advisors LLC 15,563 906,000 0.05%
85 REGIONS FINANCIAL CORP 14,975 877,000 0.05%
86 Narwhal Capital Management 14,606 855,000 0.05%
87 CITY HOLDING CO 14,420 825,000 0.05%
88 BINGHAM OSBORN & SCARBOROUGH LLC 13,045 764,000 0.04%
89 CONNING INC. 12,734 746,000 0.04%
90 ETRADE Capital Management LLC 12,691 743,000 0.04%
91 SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,528 675,000 0.04%
92 CPWM, LLC 11,226 658,000 0.04%
93 CIBC Private Wealth Group LLC 11,125 652,000 0.04%
94 AMERICAN CENTURY COMPANIES INC 10,700 627,000 0.04%
95 Parkside Financial Bank & Trust 10,642 623,000 0.04%
96 COLONY GROUP LLC 10,387 608,000 0.04%
97 HL FINANCIAL SERVICES LLC 10,161 596,000 0.03%
98 SNS Financial Group, LLC 10,146 594,000 0.03%
99 DOWLING & YAHNKE LLC 9,085 532,000 0.03%
100 KMS FINANCIAL SERVICES, INC 9,078 531,000 0.03%
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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.