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

Institutional Holders (2014Q2)
Portfolio Summary: 87 Institutional holders with a total value of $259,124,112.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 HSBC HOLDINGS PLC 3,395 459,000 0.18%
52 WFG Advisors, LP 3,352 453,000 0.17%
53 JPMORGAN CHASE & CO 2,985 403,000 0.16%
54 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,869 388,000 0.15%
55 DEUTSCHE BANK AG\ 2,865 386,000 0.15%
56 Gateway Advisory, LLC 2,670 361,000 0.14%
57 BLAIR WILLIAM & CO/IL 2,600 351,000 0.14%
58 CIBC WORLD MARKET INC. 2,511 339,000 0.13%
59 CONDOR CAPITAL MANAGEMENT 2,261 305,000 0.12%
60 Concert Wealth Management Inc. 2,271 296,000 0.11%
61 AMERIPRISE FINANCIAL INC 2,175 294,000 0.11%
62 BRADLEY FOSTER & SARGENT INC/CT 2,125 287,000 0.11%
63 DAVENPORT & Co LLC 1,989 268,728 0.10%
64 STEPHENS INC /AR/ 1,795 243,000 0.09%
65 Essex Financial Services, Inc. 1,764 238,000 0.09%
66 ARKANSAS FINANCIAL GROUP, INC. 1,699 230,000 0.09%
67 Cambridge Investment Research Advisors, Inc. 1,703 230,000 0.09%
68 J.P. Morgan Private Wealth Advisors LLC 1,690 228,000 0.09%
69 BANK HAPOALIM BM 1,550 209,000 0.08%
70 Creative Planning 1,539 208,000 0.08%
71 Edge Wealth Management LLC 1,535 208,000 0.08%
72 Robert W. Baird & Co. Inc 1,481 200,000 0.08%
73 ENVESTNET ASSET MANAGEMENT INC 1,155 156,000 0.06%
74 B. Riley Wealth Advisors, Inc. 1,110 149,969 0.06%
75 MSI Financial Services Inc 879 119,000 0.05%
76 BESSEMER GROUP INC 600 81,000 0.03%
77 Gradient Investments LLC 478 65,000 0.03%
78 PNC FINANCIAL SERVICES GROUP, INC. 400 54,000 0.02%
79 DUNCKER STREETT & CO INC 300 41,000 0.02%
80 WHITTIER TRUST CO OF NEVADA INC 250 34,000 0.01%
81 CAPTRUST FINANCIAL ADVISORS 153 21,000 0.01%
82 CITIGROUP INC 124 17,000 0.01%
83 B. Riley Wealth Management, Inc. 125 16,000 0.01%
84 TCI Wealth Advisors, Inc. 100 14,000 0.01%
85 Tradewinds Capital Management, LLC 52 7,000 0.00%
86 Bartlett & Co. LLC 30 4,000 0.00%
87 Transamerica Financial Advisors, LLC 1 1,000 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.