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

Institutional Holders (2014Q1)
Portfolio Summary: 131 Institutional holders with a total value of $1,032,263,026.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Capital Analysts, LLC 32 1,890 0.00%
2 MSI Financial Services Inc 120 7,000 0.00%
3 Carroll Financial Associates, Inc. 135 8,000 0.00%
4 WHITTIER TRUST CO OF NEVADA INC 150 9,000 0.00%
5 CENTRAL TRUST Co 177 10,000 0.00%
6 MOTCO 174 10,000 0.00%
7 Smithfield Trust Co 400 24,000 0.00%
8 Barrett Asset Management, LLC 500 30,000 0.00%
9 SECURITY NATIONAL TRUST CO 500 30,000 0.00%
10 Alexandria Capital, LLC 586 35,000 0.00%
11 BENJAMIN F. EDWARDS & COMPANY, INC. 634 37,000 0.00%
12 LADENBURG THALMANN FINANCIAL SERVICES INC. 650 38,000 0.00%
13 Creative Planning 699 41,000 0.00%
14 PNC FINANCIAL SERVICES GROUP, INC. 1,232 73,000 0.01%
15 Crosspoint Capital Strategies, LLC 1,275 75,000 0.01%
16 Evercore Wealth Management, LLC 1,546 90,000 0.01%
17 BOSTON PRIVATE BANK & TRUST CO 1,600 95,000 0.01%
18 AMERICAN INTERNATIONAL GROUP, INC. 1,723 101,812 0.01%
19 DUBUQUE BANK & TRUST CO 2,000 118,000 0.01%
20 HABERER REGISTERED INVESTMENT ADVISOR INC 2,300 136,000 0.01% SH
21 COMMONWEALTH BANK OF AUSTRALIA 2,725 161,000 0.02%
22 Madden Advisory Services, Inc. 2,794 165,000 0.02%
23 MILLENNIUM MANAGEMENT LLC 3,404 201,000 0.02%
24 Dorsey & Whitney Trust CO LLC 3,750 221,000 0.02%
25 WHITTIER TRUST CO 4,380 259,000 0.03%
26 US BANCORP \DE\ 4,576 270,000 0.03%
27 GFS Advisors, LLC 4,675 276,000 0.03%
28 Palisades Hudson Asset Management, L.P. 4,797 283,000 0.03%
29 Opus Capital Group, LLC 4,800 284,000 0.03%
30 CT Financial Advisors LLC 4,442 284,319 0.03%
31 KMS FINANCIAL SERVICES, INC 4,860 287,000 0.03%
32 BANK OF MONTREAL /CAN/ 4,909 290,000 0.03%
33 Clearbridge Investments, LLC 5,000 295,000 0.03%
34 FIFTH THIRD BANCORP 5,083 300,000 0.03%
35 WestEnd Advisors, LLC 5,932 350,521 0.03%
36 CLOUGH CAPITAL PARTNERS L P 5,995 354,000 0.03%
37 RAYMOND JAMES TRUST N.A. 6,043 357,000 0.03%
38 SCOTIA CAPITAL INC. 6,050 357,000 0.03%
39 Cerity Partners OCIO LLC 6,425 380,000 0.04%
40 Hudock, Inc. 6,465 382,000 0.04%
41 NORTHERN TRUST CORP 6,600 390,000 0.04%
42 Cetera Advisor Networks LLC 6,688 396,000 0.04%
43 TORONTO DOMINION BANK 6,485 398,000 0.04%
44 BANK OF NOVA SCOTIA 7,184 425,000 0.04%
45 Financial Advisory Group 7,493 443,000 0.04%
46 EXENCIAL WEALTH ADVISORS, LLC 7,445 452,000 0.04%
47 BlueCrest Capital Management LLP 8,000 473,000 0.05%
48 LPL Financial LLC 8,041 475,000 0.05%
49 OARSMAN CAPITAL, INC. 8,342 493,000 0.05%
50 Mirae Asset Global Investments Co., Ltd. 9,500 561,000 0.05%
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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.