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

Institutional Holders (2014Q3)
Portfolio Summary: 208 Institutional holders with a total value of $1,327,361,589.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 MSI Financial Services Inc 2,110 238,000 0.02%
52 MARINER INDEPENDENT ADVISOR NETWORK, LLC 2,141 240,991 0.02%
53 Avior Wealth Management, LLC 2,143 241,000 0.02%
54 WHITTIER TRUST CO OF NEVADA INC 2,330 262,000 0.02%
55 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2,370 267,000 0.02%
56 COMERICA BANK 2,395 270,000 0.02%
57 CAMBRIDGE TRUST CO 2,500 281,000 0.02%
58 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2,530 285,000 0.02%
59 West Coast Financial LLC 2,725 307,000 0.02%
60 Forvis Mazars Wealth Advisors, LLC 2,882 324,000 0.02%
61 JANE STREET GROUP, LLC 2,900 326,000 0.02% Call
62 WESBANCO BANK INC 3,049 343,000 0.03%
63 NTV ASSET MANAGEMENT LLC 3,100 348,000 0.03%
64 ProVise Management Group, LLC 3,112 350,000 0.03%
65 BOSTON PRIVATE BANK & TRUST CO 3,108 350,000 0.03%
66 Mariner, LLC 3,150 355,000 0.03%
67 Rehmann Capital Advisory Group 3,184 358,000 0.03%
68 EATON VANCE MANAGEMENT 3,195 360,000 0.03%
69 DEUTSCHE BANK AG\ 3,200 360,000 0.03%
70 ASSOCIATED BANC-CORP 3,270 368,000 0.03%
71 Liberty Capital Management, Inc. 3,317 373,000 0.03%
72 Joel Isaacson & Co., LLC 3,356 378,000 0.03%
73 FINANCIAL COUNSELORS INC 3,381 381,000 0.03%
74 Vantage Investment Advisors, LLC 3,392 382,000 0.03%
75 Shoker Investment Counsel, Inc. 3,534 397,000 0.03%
76 JANE STREET GROUP, LLC 3,548 399,000 0.03%
77 D.A. DAVIDSON & CO. 3,555 400,000 0.03%
78 FMR LLC 3,532 403,000 0.03%
79 First Heartland Consultants, Inc. 3,688 415,000 0.03%
80 CAHILL FINANCIAL ADVISORS INC 3,871 436,000 0.03%
81 NEXT Financial Group, Inc 3,983 448,000 0.03%
82 PEAPACK GLADSTONE FINANCIAL CORP 4,025 453,054 0.03%
83 NWAM LLC 4,051 456,000 0.03%
84 SG Americas Securities, LLC 4,095 461,000 0.03%
85 Janney Montgomery Scott LLC 4,118 463,522 0.03%
86 FIRST NATIONAL BANK OF OMAHA 4,199 472,000 0.04%
87 Private Wealth Advisors, Inc. 4,210 474,000 0.04%
88 FIRSTMERIT BANK N A TRUSTEE 4,343 489,000 0.04%
89 Garde Capital, Inc. 4,434 499,000 0.04%
90 Thomasville National Bank 4,432 499,000 0.04%
91 BLAIR WILLIAM & CO/IL 4,470 502,000 0.04%
92 Carnick & Kubik, LLC 4,705 519,000 0.04%
93 One Capital Management, LLC 4,918 554,000 0.04%
94 KING LUTHER CAPITAL MANAGEMENT CORP 5,100 574,000 0.04%
95 Ballentine Partners, LLC 5,222 588,000 0.04%
96 Freedom Investment Management, Inc. 5,414 609,000 0.05%
97 Investors Capital Advisory Services 5,511 620,000 0.05%
98 WHITTIER TRUST CO 5,678 639,000 0.05%
99 CIBC BANK USA 5,764 649,000 0.05%
100 COBIZ WEALTH, LLC 6,059 682,000 0.05%
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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.