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

Institutional Holders (2014Q1)
Portfolio Summary: 46 Institutional holders with a total value of $83,862,942.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Atria Investments, Inc 140,280 17,320,000 20.65%
2 MORGAN STANLEY 110,951 13,699,000 16.33%
3 ROYAL BANK OF CANADA 46,418 5,732,000 6.83%
4 LPL Financial LLC 46,202 5,705,000 6.80%
5 BANK OF MONTREAL /CAN/ 40,000 4,939,000 5.89%
6 AMERIPRISE FINANCIAL INC 39,386 4,873,000 5.81%
7 WELLS FARGO & COMPANY/MN 38,363 4,737,000 5.65%
8 BANK OF AMERICA CORP /DE/ 29,031 3,584,000 4.27%
9 ACG Wealth 25,050 3,093,000 3.69%
10 Investors Capital Advisory Services 18,575 2,293,000 2.73%
11 Commonwealth Equity Services, Inc 17,200 2,124,000 2.53%
12 Courage Miller Partners, LLC 16,699 2,062,000 2.46%
13 UBS AG 15,683 1,936,000 2.31%
14 Camarda Financial Advisors, LLC 15,143 1,870,000 2.23%
15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,055 1,365,000 1.63%
16 M Holdings Securities, Inc. 9,821 1,213,000 1.45%
17 NEW ENGLAND SECURITIES CORP /MA/ 9,019 1,114,000 1.33%
18 Cambridge Investment Research Advisors, Inc. 6,623 818,000 0.98%
19 Advisors Preferred, LLC 5,115 631,651 0.75%
20 ETRADE Capital Management LLC 4,874 602,000 0.72%
21 B. Riley Wealth Advisors, Inc. 3,490 431,000 0.51%
22 VSR Financial Services, Inc. 3,264 403,000 0.48%
23 Freedom Investment Management, Inc. 2,572 318,000 0.38%
24 BANQUE PICTET & CIE SA 2,535 313,000 0.37%
25 AMERICAN INTERNATIONAL GROUP, INC. 2,456 303,291 0.36%
26 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,149 265,000 0.32%
27 Cetera Advisors LLC 2,074 257,000 0.31%
28 Virtu Financial LLC 2,000 247,000 0.29%
29 Creative Planning 1,908 236,000 0.28%
30 SII INVESTMENTS INC/WI 1,916 229,000 0.27%
31 Concert Wealth Management Inc. 1,675 203,000 0.24%
32 CITIGROUP INC 1,526 189,000 0.23%
33 MSI Financial Services Inc 1,478 183,000 0.22%
34 Plante Moran Financial Advisors, LLC 1,000 123,000 0.15%
35 ENVESTNET ASSET MANAGEMENT INC 641 79,000 0.09%
36 Exchange Capital Management, Inc. 591 73,000 0.09%
37 JOYN Advisors, Inc. 525 65,000 0.08%
38 MANUFACTURERS LIFE INSURANCE COMPANY, THE 520 64,000 0.08%
39 Torch Wealth Management LLC 400 49,000 0.06%
40 BARCLAYS PLC 360 43,000 0.05%
41 PALLADIUM PARTNERS LLC 234 29,000 0.03%
42 LifePlan Financial Group, Inc 140 17,000 0.02%
43 WFG Advisors, LP 119 15,000 0.02%
44 MYCIO WEALTH PARTNERS, LLC 61 8,000 0.01%
45 DUBUQUE BANK & TRUST CO 60 7,000 0.01%
46 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 26 3,000 0.00%

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.