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

Institutional Holders (2014Q3)
Portfolio Summary: 86 Institutional holders with a total value of $258,685,490.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 JPMORGAN CHASE & CO 3,030 425,000 0.16%
52 Gateway Advisory, LLC 2,679 376,000 0.15%
53 BLAIR WILLIAM & CO/IL 2,600 364,000 0.14%
54 DEUTSCHE BANK AG\ 2,465 345,000 0.13%
55 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,397 336,000 0.13%
56 CONDOR CAPITAL MANAGEMENT 2,248 316,000 0.12%
57 Cambridge Investment Research Advisors, Inc. 2,215 311,000 0.12%
58 DAVENPORT & Co LLC 1,939 272,139 0.11%
59 J.P. Morgan Private Wealth Advisors LLC 1,929 271,000 0.10%
60 AMERIPRISE FINANCIAL INC 1,870 262,000 0.10%
61 Edge Wealth Management LLC 1,815 256,000 0.10%
62 Boulegeris Investments, Inc. 1,817 255,000 0.10%
63 BRADLEY FOSTER & SARGENT INC/CT 1,800 253,000 0.10%
64 STEPHENS INC /AR/ 1,795 252,000 0.10%
65 Essex Financial Services, Inc. 1,764 248,000 0.10%
66 Concert Wealth Management Inc. 1,703 238,000 0.09%
67 ARKANSAS FINANCIAL GROUP, INC. 1,699 238,000 0.09%
68 Creative Planning 1,643 231,000 0.09%
69 BANK HAPOALIM BM 1,550 218,000 0.08%
70 Robert W. Baird & Co. Inc 1,481 208,000 0.08% SH
71 MSI Financial Services Inc 1,369 192,000 0.07%
72 Advisors Preferred, LLC 1,333 187,086 0.07%
73 M Holdings Securities, Inc. 1,218 171,000 0.07%
74 BESSEMER GROUP INC 600 84,000 0.03%
75 Gradient Investments LLC 478 67,000 0.03%
76 PNC FINANCIAL SERVICES GROUP, INC. 400 56,000 0.02%
77 Strategic Capital Alternatives LLC 371 52,000 0.02%
78 DUNCKER STREETT & CO INC 300 42,000 0.02%
79 WHITTIER TRUST CO OF NEVADA INC 250 35,000 0.01%
80 B. Riley Wealth Management, Inc. 125 17,000 0.01%
81 TCI Wealth Advisors, Inc. 100 14,000 0.01%
82 CITIGROUP INC 100 14,000 0.01%
83 ENVESTNET ASSET MANAGEMENT INC 87 12,000 0.00%
84 FIFTH THIRD BANCORP 75 11,000 0.00%
85 Bartlett & Co. LLC 30 4,000 0.00%
86 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.