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

Institutional Holders (2014Q1)
Portfolio Summary: 111 Institutional holders with a total value of $286,219,926.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 AMERICAN INTERNATIONAL GROUP, INC. 5,323 484,761 0.17%
52 AMERIPRISE FINANCIAL INC 5,065 465,000 0.16%
53 SMITH HAYES Advisers, Inc 5,075 462,000 0.16%
54 Creative Planning 5,031 458,000 0.16%
55 Dynamic Advisor Solutions LLC 4,826 440,000 0.15%
56 BURNHAM ASSET MANAGEMENT CORP /NY/ 4,800 437,000 0.15%
57 Cetera Advisor Networks LLC 4,768 435,000 0.15%
58 PNC FINANCIAL SERVICES GROUP, INC. 4,648 424,000 0.15%
59 ING GROEP NV 4,326 390,000 0.14%
60 CITADEL ADVISORS LLC 4,215 384,000 0.13%
61 AlphaMark Advisors, LLC 3,850 351,000 0.12% SH
62 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 3,575 326,000 0.11%
63 Kistler-Tiffany Companies, LLC 3,522 321,000 0.11%
64 EVERETT HARRIS & CO /CA/ 3,425 312,000 0.11%
65 NWAM LLC 3,178 289,000 0.10%
66 Private Wealth Advisors, Inc. 3,012 274,000 0.10%
67 Carnegie Investment Counsel 2,987 272,000 0.10%
68 Private Advisor Group, LLC 2,922 266,000 0.09%
69 PILLAR PACIFIC CAPITAL MANAGEMENT LLC 2,860 260,000 0.09%
70 Moors & Cabot, Inc. 2,835 258,000 0.09%
71 ARS Wealth Advisors, LLC 2,805 255,000 0.09%
72 DEUTSCHE BANK AG\ 2,806 254,000 0.09%
73 Robert W. Baird & Co. Inc 2,692 245,000 0.09%
74 Trutina Financial LLC 2,625 239,000 0.08%
75 Perigon Wealth Management, LLC 2,548 232,000 0.08%
76 KMS FINANCIAL SERVICES, INC 2,535 231,000 0.08%
77 Kingfisher Capital LLC 2,318 211,000 0.07%
78 ENVESTNET ASSET MANAGEMENT INC 2,153 196,000 0.07%
79 AXA S.A. 2,058 187,000 0.07%
80 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1,690 154,000 0.05%
81 Lombard Odier & Cie (Canada), Limited Partnership 1,105 101,000 0.04%
82 Advisors Preferred, LLC 884 80,505 0.03%
83 SYNOVUS FINANCIAL CORP 775 70,000 0.02%
84 BOSTON PRIVATE BANK & TRUST CO 770 70,000 0.02%
85 CREDIT AGRICOLE S A 725 66,000 0.02%
86 Stifel Trust Company, N.A. 700 64,000 0.02%
87 Apriem Advisors 695 63,000 0.02%
88 CT Financial Advisors LLC 498 53,664 0.02%
89 GLENMEDE TRUST CO NA 465 42,000 0.01%
90 COMMUNITY FINANCIAL SYSTEM, INC. 411 37,000 0.01%
91 Partnervest Advisory Services LLC 400 36,000 0.01%
92 Evercore Wealth Management, LLC 325 29,000 0.01%
93 BROWN ADVISORY INC 300 27,000 0.01%
94 FineMark National Bank & Trust 277 25,000 0.01%
95 WHITTIER TRUST CO OF NEVADA INC 250 23,000 0.01%
96 SIGNATUREFD, LLC 230 21,000 0.01%
97 Carroll Financial Associates, Inc. 203 18,000 0.01%
98 Alexandria Capital, LLC 200 18,000 0.01%
99 Oakworth Capital, Inc. 200 18,000 0.01%
100 Hirtle Callaghan & Co LLC 200 18,000 0.01%
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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.