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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
101 RAYMOND JAMES TRUST N.A. 7,102 435,000 0.04%
102 First Allied Advisory Services, Inc. 6,887 417,000 0.03%
103 Hudock, Inc. 6,763 415,000 0.03%
104 NORTHERN TRUST CORP 6,600 405,000 0.03%
105 WestEnd Advisors, LLC 5,828 357,372 0.03%
106 BRADLEY FOSTER & SARGENT INC/CT 5,520 338,000 0.03%
107 GFS Advisors, LLC 5,345 328,000 0.03%
108 WHITTIER TRUST CO 5,151 316,000 0.03%
109 US BANCORP \DE\ 5,075 311,000 0.03%
110 D.A. DAVIDSON & CO. 5,025 308,000 0.03%
111 Cetera Advisor Networks LLC 5,007 306,000 0.03%
112 AMERICAN INTERNATIONAL GROUP, INC. 4,894 300,100 0.02%
113 J.P. Morgan Private Wealth Advisors LLC 4,670 286,000 0.02%
114 Opus Capital Group, LLC 4,575 281,000 0.02%
115 Atria Investments, Inc 4,234 260,000 0.02%
116 Manifold Partners, LLC 4,164 255,000 0.02%
117 Cerity Partners OCIO LLC 3,975 244,000 0.02%
118 BNP PARIBAS FINANCIAL MARKETS 3,966 243,193 0.02%
119 Palisades Hudson Asset Management, L.P. 3,863 237,000 0.02%
120 SUNTRUST BANKS INC 3,833 233,000 0.02%
121 Dorsey & Whitney Trust CO LLC 3,750 230,000 0.02%
122 FIFTH THIRD BANCORP 3,650 224,000 0.02%
123 Cambridge Investment Research Advisors, Inc. 3,632 223,000 0.02%
124 SCOTIA CAPITAL INC. 3,580 219,000 0.02%
125 BLAIR WILLIAM & CO/IL 3,500 214,000 0.02%
126 SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,300 202,000 0.02% Call
127 BANK OF MONTREAL /CAN/ 3,086 189,000 0.02%
128 COMMONWEALTH BANK OF AUSTRALIA 2,725 167,000 0.01%
129 Madden Advisory Services, Inc. 2,278 140,000 0.01%
130 Visionary Asset Management, Inc. 2,134 131,000 0.01%
131 HABERER REGISTERED INVESTMENT ADVISOR INC 1,975 121,000 0.01% SH
132 SYNOVUS FINANCIAL CORP 1,875 115,000 0.01%
133 Creative Planning 1,519 93,000 0.01%
134 PNC FINANCIAL SERVICES GROUP, INC. 1,469 90,000 0.01%
135 BOSTON PRIVATE BANK & TRUST CO 1,400 86,000 0.01%
136 Waverly Advisors, LLC 1,387 85,000 0.01%
137 SECURITY NATIONAL TRUST CO 846 52,000 0.00%
138 BENJAMIN F. EDWARDS & COMPANY, INC. 715 44,000 0.00%
139 Alexandria Capital, LLC 590 36,000 0.00%
140 Barrett Asset Management, LLC 500 31,000 0.00%
141 Ground Swell Capital, LLC 406 25,000 0.00%
142 Smithfield Trust Co 400 25,000 0.00%
143 WFG Advisors, LP 359 22,000 0.00%
144 BESSEMER GROUP INC 274 17,000 0.00%
145 CENTRAL TRUST Co 177 11,000 0.00%
146 WHITTIER TRUST CO OF NEVADA INC 150 9,000 0.00%
147 Carroll Financial Associates, Inc. 135 8,000 0.00%
148 MSI Financial Services Inc 120 7,000 0.00%
149 EFG Private Wealth Management (Americas) Corp. 65 4,000 0.00%
150 Capital Analysts, LLC 29 1,778 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.