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

Institutional Holders (2014Q2)
Portfolio Summary: 118 Institutional holders with a total value of $299,470,227.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MCF Advisors LLC 1 0 0.00%
2 AGF INVESTMENTS INC. 34 2,000 0.00%
3 WFG Advisors, LP 65 3,000 0.00%
4 Partnervest Advisory Services LLC 108 5,000 0.00%
5 CANADA LIFE ASSURANCE Co 110 5,000 0.00%
6 BRAVE ASSET MANAGEMENT INC 130 6,000 0.00%
7 HOWE & RUSLING INC 120 6,000 0.00%
8 PIERSHALE FINANCIAL GROUP, INC. 185 9,000 0.00%
9 Hartford Financial Management Inc. 225 10,000 0.00%
10 WESTPORT RESOURCES MANAGEMENT INC 200 10,000 0.00%
11 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 250 12,000 0.00%
12 TCI Wealth Advisors, Inc. 280 14,000 0.00%
13 B. Riley Wealth Management, Inc. 320 15,000 0.01%
14 TD Capital Management LLC 327 16,000 0.01%
15 Tradewinds Capital Management, LLC 350 17,000 0.01%
16 North Star Investment Management Corp. 375 18,000 0.01%
17 MOTCO 400 19,000 0.01%
18 Blume Capital Management, Inc. 435 21,000 0.01%
19 NEW ENGLAND SECURITIES CORP /MA/ 450 22,000 0.01%
20 Advisors Preferred, LLC 540 26,200 0.01%
21 Carroll Financial Associates, Inc. 600 29,000 0.01%
22 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 700 34,000 0.01%
23 INTERACTIVE FINANCIAL ADVISORS, INC. 986 48,000 0.02%
24 Walleye Trading LLC 1,071 52,000 0.02%
25 AlphaMark Advisors, LLC 1,500 73,000 0.02% SH
26 ALLIANCEBERNSTEIN L.P. 1,845 90,000 0.03%
27 MYCIO WEALTH PARTNERS, LLC 1,971 96,000 0.03%
28 Joel Isaacson & Co., LLC 2,058 100,000 0.03%
29 Nationwide Fund Advisors 2,400 116,000 0.04%
30 Clarkston Capital Partners, LLC 2,514 121,979 0.04%
31 BANK OF MONTREAL /CAN/ 3,377 164,000 0.05%
32 Syntal Capital Partners, LLC 3,516 170,000 0.06%
33 PILLAR PACIFIC CAPITAL MANAGEMENT LLC 4,225 205,000 0.07%
34 Evanson Asset Management, LLC 4,279 208,000 0.07%
35 WASHINGTON TRUST BANK 4,300 209,000 0.07%
36 SUNFLOWER BANK, NA WEALTH MANAGEMENT 4,439 216,000 0.07%
37 Janney Montgomery Scott LLC 4,457 216,254 0.07%
38 PNC FINANCIAL SERVICES GROUP, INC. 4,489 217,000 0.07%
39 Chesley Taft & Associates LLC 4,500 218,000 0.07%
40 Perigon Wealth Management, LLC 4,532 220,000 0.07%
41 VSR Financial Services, Inc. 4,611 224,000 0.07%
42 B. Riley Wealth Advisors, Inc. 9,058 224,499 0.07%
43 NATIONAL PLANNING CORP 4,786 232,000 0.08%
44 Investors Capital Advisory Services 4,805 233,000 0.08%
45 Creative Planning 5,128 249,000 0.08%
46 People's United Financial, Inc. 5,521 268,000 0.09%
47 SII INVESTMENTS INC/WI 5,582 271,000 0.09%
48 Rathbones Group PLC 5,770 280,000 0.09%
49 COMERICA BANK 5,930 288,000 0.10%
50 Carnegie Investment Counsel 5,956 289,000 0.10%
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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.