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

Institutional Holders (2014Q3)
Portfolio Summary: 43 Institutional holders with a total value of $89,920,360.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Atria Investments, Inc 146,918 17,549,000 19.52%
2 MORGAN STANLEY 125,763 15,022,000 16.71%
3 AMERIPRISE FINANCIAL INC 55,236 6,593,000 7.33%
4 LPL Financial LLC 49,264 5,812,000 6.46%
5 Commonwealth Equity Services, Inc 44,962 5,371,000 5.97%
6 WELLS FARGO & COMPANY/MN 43,701 5,220,000 5.81%
7 ROYAL BANK OF CANADA 43,026 5,140,000 5.72%
8 BANK OF AMERICA CORP /DE/ 34,461 4,116,000 4.58%
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,514 2,801,000 3.11%
10 MSI Financial Services Inc 23,420 2,797,000 3.11%
11 ACG Wealth 21,948 2,622,000 2.92%
12 Investors Capital Advisory Services 19,430 2,320,000 2.58%
13 UBS AG 18,157 2,169,000 2.41%
14 Camarda Financial Advisors, LLC 17,194 2,054,000 2.28%
15 Courage Miller Partners, LLC 16,706 1,996,000 2.22%
16 NEW ENGLAND SECURITIES CORP /MA/ 10,752 1,284,000 1.43%
17 M Holdings Securities, Inc. 10,399 1,242,000 1.38%
18 Cambridge Investment Research Advisors, Inc. 9,733 1,163,000 1.29%
19 AMERICAN INTERNATIONAL GROUP, INC. 5,537 661,360 0.74%
20 JANE STREET GROUP, LLC 5,267 629,000 0.70%
21 ETRADE Capital Management LLC 4,732 565,000 0.63%
22 B. Riley Wealth Advisors, Inc. 4,370 522,000 0.58%
23 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,694 322,000 0.36%
24 Freedom Investment Management, Inc. 2,641 316,000 0.35%
25 BANQUE PICTET & CIE SA 2,535 302,000 0.34%
26 Cetera Advisors LLC 2,336 281,000 0.31%
27 Creative Planning 1,566 187,000 0.21%
28 NEXT Financial Group, Inc 1,379 165,000 0.18%
29 Private Advisor Group, LLC 1,364 163,000 0.18%
30 CITIGROUP INC 1,131 135,000 0.15%
31 Plante Moran Financial Advisors, LLC 1,000 119,000 0.13%
32 ENVESTNET ASSET MANAGEMENT INC 442 53,000 0.06%
33 BANK OF MONTREAL /CAN/ 369 45,000 0.05%
34 MANUFACTURERS LIFE INSURANCE COMPANY, THE 370 44,000 0.05%
35 BARCLAYS PLC 360 43,000 0.05%
36 Financial Architects, Inc 284 34,000 0.04%
37 WFG Advisors, LP 169 20,000 0.02%
38 Exchange Capital Management, Inc. 163 19,000 0.02%
39 MYCIO WEALTH PARTNERS, LLC 62 7,000 0.01%
40 DUBUQUE BANK & TRUST CO 55 7,000 0.01%
41 MEEDER ASSET MANAGEMENT INC 62 7,000 0.01%
42 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 25 3,000 0.00%
43 PNC FINANCIAL SERVICES GROUP, INC. 6 0 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.