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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
51 NATIXIS ADVISORS, LLC 9,331 1,179,000 0.83%
52 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12,037 1,521,000 1.08%
53 MANAGED ACCOUNT ADVISORS LLC 15,161 1,915,000 1.36%
54 Commonwealth Equity Services, Inc 15,687 1,981,000 1.40%
55 UBS AG 15,722 1,986,000 1.41%
56 Barrington Strategic Wealth Management Group LLC 16,200 2,046,000 1.45%
57 CREDIT SUISSE AG/ 17,280 2,183,000 1.55%
58 HOWLAND CAPITAL MANAGEMENT LLC 18,018 2,276,000 1.61%
59 BANK OF AMERICA CORP /DE/ 22,219 2,807,000 1.99%
60 Asset Management Group, Inc. 23,002 2,905,000 2.06%
61 STRINGER ASSET MANAGEMENT, LLC 24,150 3,050,000 2.16%
62 FMR LLC 25,108 3,142,000 2.22%
63 US BANCORP \DE\ 28,409 3,589,000 2.54%
64 JFB Holdings Corp 29,090 3,674,000 2.60%
65 WELLS FARGO & COMPANY/MN 36,852 4,655,000 3.30%
66 PNC FINANCIAL SERVICES GROUP, INC. 38,096 4,812,000 3.41%
67 LPL Financial LLC 42,472 5,365,000 3.80%
68 Timber Hill LLC 42,723 5,396,000 3.82%
69 Financial Planning & Information Services, Inc. 46,262 5,843,000 4.14%
70 SUSQUEHANNA INTERNATIONAL GROUP, LLP 72,703 9,183,000 6.50%
71 JONES FINANCIAL COMPANIES LLLP 83,145 10,502,000 7.43%
72 MORGAN STANLEY 92,436 11,675,000 8.26%
73 ASPIRIANT, LLC 276,269 34,896,000 24.70%
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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.