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

Institutional Holders (2014Q1)
Portfolio Summary: 73 Institutional holders with a total value of $141,265,947.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Kavar Capital Partners, LLC 30 3,000 0.00%
2 HABERER REGISTERED INVESTMENT ADVISOR INC 32 4,000 0.00% SH
3 NEW ENGLAND SECURITIES CORP /MA/ 34 4,000 0.00%
4 Gradient Investments LLC 66 8,000 0.01%
5 WHITTIER TRUST CO OF NEVADA INC 87 11,000 0.01%
6 LifePlan Financial Group, Inc 100 13,000 0.01%
7 Winfield Associates, Inc. 125 16,000 0.01%
8 BARCLAYS PLC 143 18,000 0.01%
9 CT Financial Advisors LLC 140 18,892 0.01%
10 KANALY TRUST CO 195 25,000 0.02%
11 MANUFACTURERS LIFE INSURANCE COMPANY, THE 200 25,000 0.02%
12 REILLY FINANCIAL ADVISORS, LLC 277 35,000 0.02%
13 FIRST FINANCIAL CORP /IN/ 435 55,000 0.04%
14 FineMark National Bank & Trust 469 59,000 0.04%
15 First Horizon Advisors, Inc. 806 101,000 0.07%
16 AMERIPRISE FINANCIAL INC 1,057 133,000 0.09%
17 Syntal Capital Partners, LLC 1,060 133,000 0.09%
18 B. Riley Wealth Management, Inc. 1,100 139,000 0.10%
19 MSI Financial Services Inc 1,256 159,000 0.11%
20 ENVESTNET ASSET MANAGEMENT INC 1,425 180,000 0.13%
21 Smithfield Trust Co 1,520 192,000 0.14%
22 FIRST HAWAIIAN BANK 1,611 203,000 0.14%
23 ST GERMAIN D J CO INC 1,630 206,000 0.15%
24 KCM INVESTMENT ADVISORS LLC 1,714 216,000 0.15%
25 B. Riley Wealth Advisors, Inc. 1,767 223,000 0.16%
26 NATIONAL PLANNING CORP 1,914 244,000 0.17%
27 Private Ocean, LLC 1,998 252,000 0.18%
28 CITIGROUP INC 2,191 277,000 0.20%
29 NORRIS PERNE & FRENCH LLP/MI 2,325 294,000 0.21%
30 Gibson Capital, LLC 2,328 294,000 0.21%
31 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,345 296,000 0.21%
32 Round Table Services, LLC 2,464 311,000 0.22%
33 Sandy Spring Bank 2,500 316,000 0.22%
34 Advisors Preferred, LLC 2,517 317,922 0.23%
35 Retirement Planning Group, LLC 3,200 404,000 0.29%
36 Cetera Advisor Networks LLC 3,384 427,000 0.30%
37 Independence Trust CO 3,463 437,000 0.31%
38 SCOTIA CAPITAL INC. 3,493 441,000 0.31%
39 J.P. Morgan Private Wealth Advisors LLC 3,787 479,000 0.34%
40 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3,865 488,000 0.35%
41 BLAIR WILLIAM & CO/IL 3,970 501,000 0.35%
42 CPWM, LLC 4,415 558,000 0.39%
43 TRUIST FINANCIAL CORP 5,249 663,000 0.47%
44 HighTower Advisors, LLC 5,266 665,000 0.47%
45 INVESTMENT CENTERS OF AMERICA INC 6,004 682,000 0.48%
46 GLENMEDE TRUST CO NA 5,886 743,000 0.53%
47 ROYAL BANK OF CANADA 5,907 746,000 0.53%
48 HHG & Company, LLC 6,001 758,000 0.54%
49 WHITTIER TRUST CO 6,065 766,000 0.54%
50 AMERICAN INTERNATIONAL GROUP, INC. 9,066 1,145,133 0.81%
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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.