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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 ST GERMAIN D J CO INC 1,630 206,000 0.15%
52 FIRST HAWAIIAN BANK 1,611 203,000 0.14%
53 Smithfield Trust Co 1,520 192,000 0.14%
54 ENVESTNET ASSET MANAGEMENT INC 1,425 180,000 0.13%
55 MSI Financial Services Inc 1,256 159,000 0.11%
56 B. Riley Wealth Management, Inc. 1,100 139,000 0.10%
57 AMERIPRISE FINANCIAL INC 1,057 133,000 0.09%
58 Syntal Capital Partners, LLC 1,060 133,000 0.09%
59 First Horizon Advisors, Inc. 806 101,000 0.07%
60 FineMark National Bank & Trust 469 59,000 0.04%
61 FIRST FINANCIAL CORP /IN/ 435 55,000 0.04%
62 REILLY FINANCIAL ADVISORS, LLC 277 35,000 0.02%
63 KANALY TRUST CO 195 25,000 0.02%
64 MANUFACTURERS LIFE INSURANCE COMPANY, THE 200 25,000 0.02%
65 CT Financial Advisors LLC 140 18,892 0.01%
66 BARCLAYS PLC 143 18,000 0.01%
67 Winfield Associates, Inc. 125 16,000 0.01%
68 LifePlan Financial Group, Inc 100 13,000 0.01%
69 WHITTIER TRUST CO OF NEVADA INC 87 11,000 0.01%
70 Gradient Investments LLC 66 8,000 0.01%
71 NEW ENGLAND SECURITIES CORP /MA/ 34 4,000 0.00%
72 HABERER REGISTERED INVESTMENT ADVISOR INC 32 4,000 0.00% SH
73 Kavar Capital Partners, LLC 30 3,000 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.