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

Institutional Holders (2014Q3)
Portfolio Summary: 151 Institutional holders with a total value of $1,222,734,763.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 TORONTO DOMINION BANK 6,485 0 0.00%
2 Capital Analysts, LLC 29 1,778 0.00%
3 EFG Private Wealth Management (Americas) Corp. 65 4,000 0.00%
4 MSI Financial Services Inc 120 7,000 0.00%
5 Carroll Financial Associates, Inc. 135 8,000 0.00%
6 WHITTIER TRUST CO OF NEVADA INC 150 9,000 0.00%
7 CENTRAL TRUST Co 177 11,000 0.00%
8 BESSEMER GROUP INC 274 17,000 0.00%
9 WFG Advisors, LP 359 22,000 0.00%
10 Ground Swell Capital, LLC 406 25,000 0.00%
11 Smithfield Trust Co 400 25,000 0.00%
12 Barrett Asset Management, LLC 500 31,000 0.00%
13 Alexandria Capital, LLC 590 36,000 0.00%
14 BENJAMIN F. EDWARDS & COMPANY, INC. 715 44,000 0.00%
15 SECURITY NATIONAL TRUST CO 846 52,000 0.00%
16 Waverly Advisors, LLC 1,387 85,000 0.01%
17 BOSTON PRIVATE BANK & TRUST CO 1,400 86,000 0.01%
18 PNC FINANCIAL SERVICES GROUP, INC. 1,469 90,000 0.01%
19 Creative Planning 1,519 93,000 0.01%
20 SYNOVUS FINANCIAL CORP 1,875 115,000 0.01%
21 HABERER REGISTERED INVESTMENT ADVISOR INC 1,975 121,000 0.01% SH
22 Visionary Asset Management, Inc. 2,134 131,000 0.01%
23 Madden Advisory Services, Inc. 2,278 140,000 0.01%
24 COMMONWEALTH BANK OF AUSTRALIA 2,725 167,000 0.01%
25 BANK OF MONTREAL /CAN/ 3,086 189,000 0.02%
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,300 202,000 0.02% Call
27 BLAIR WILLIAM & CO/IL 3,500 214,000 0.02%
28 SCOTIA CAPITAL INC. 3,580 219,000 0.02%
29 Cambridge Investment Research Advisors, Inc. 3,632 223,000 0.02%
30 FIFTH THIRD BANCORP 3,650 224,000 0.02%
31 Dorsey & Whitney Trust CO LLC 3,750 230,000 0.02%
32 SUNTRUST BANKS INC 3,833 233,000 0.02%
33 Palisades Hudson Asset Management, L.P. 3,863 237,000 0.02%
34 BNP PARIBAS FINANCIAL MARKETS 3,966 243,193 0.02%
35 Cerity Partners OCIO LLC 3,975 244,000 0.02%
36 Manifold Partners, LLC 4,164 255,000 0.02%
37 Atria Investments, Inc 4,234 260,000 0.02%
38 Opus Capital Group, LLC 4,575 281,000 0.02%
39 J.P. Morgan Private Wealth Advisors LLC 4,670 286,000 0.02%
40 AMERICAN INTERNATIONAL GROUP, INC. 4,894 300,100 0.02%
41 Cetera Advisor Networks LLC 5,007 306,000 0.03%
42 D.A. DAVIDSON & CO. 5,025 308,000 0.03%
43 US BANCORP \DE\ 5,075 311,000 0.03%
44 WHITTIER TRUST CO 5,151 316,000 0.03%
45 GFS Advisors, LLC 5,345 328,000 0.03%
46 BRADLEY FOSTER & SARGENT INC/CT 5,520 338,000 0.03%
47 WestEnd Advisors, LLC 5,828 357,372 0.03%
48 NORTHERN TRUST CORP 6,600 405,000 0.03%
49 Hudock, Inc. 6,763 415,000 0.03%
50 First Allied Advisory Services, Inc. 6,887 417,000 0.03%
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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.