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

Institutional Holders (2014Q2)
Portfolio Summary: 74 Institutional holders with a total value of $394,332,210.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MSI Financial Services Inc 1 0 0.00%
2 Transamerica Financial Advisors, LLC 1 1,000 0.00%
3 NEW ENGLAND SECURITIES CORP /MA/ 20 2,000 0.00%
4 HOWE & RUSLING INC 37 3,000 0.00%
5 LADENBURG THALMANN FINANCIAL SERVICES INC. 74 6,000 0.00%
6 B. Riley Wealth Management, Inc. 83 7,000 0.00%
7 US BANCORP \DE\ 100 9,000 0.00%
8 ENVESTNET ASSET MANAGEMENT INC 116 10,000 0.00%
9 BARCLAYS PLC 147 13,000 0.00%
10 DUNCKER STREETT & CO INC 150 13,000 0.00%
11 AMERICAN INTERNATIONAL GROUP, INC. 181 15,566 0.00%
12 DEUTSCHE BANK AG\ 325 27,000 0.01%
13 Advisors Preferred, LLC 374 32,182 0.01%
14 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 500 43,000 0.01%
15 B. Riley Wealth Advisors, Inc. 531 45,674 0.01%
16 Madden Advisory Services, Inc. 555 48,000 0.01%
17 Torch Wealth Management LLC 1,000 86,000 0.02%
18 AMERIPRISE FINANCIAL INC 1,045 90,000 0.02%
19 Winslow, Evans & Crocker, Inc. 1,323 113,778 0.03%
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,400 207,000 0.05% Call
21 WBH ADVISORY INC 2,703 232,000 0.06%
22 WMS Partners, LLC 2,729 235,000 0.06%
23 BESSEMER GROUP INC 2,760 237,000 0.06%
24 Mirae Asset Global Investments Co., Ltd. 2,982 256,000 0.06%
25 Robert W. Baird & Co. Inc 3,155 271,000 0.07%
26 FDx Advisors, Inc. 3,477 299,000 0.08%
27 Carnegie Investment Counsel 3,615 311,000 0.08%
28 STIFEL FINANCIAL CORP 4,144 356,000 0.09%
29 XPONANCE LLC 4,355 373,000 0.09%
30 SUNTRUST BANKS INC 4,801 412,000 0.10%
31 Ifrah Financial Services, Inc. 5,045 434,000 0.11%
32 Concert Wealth Management Inc. 5,215 435,000 0.11%
33 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 5,170 445,000 0.11%
34 Cambridge Investment Research Advisors, Inc. 6,388 549,000 0.14%
35 CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 7,698 662,000 0.17%
36 Baker Avenue Asset Management, LP 8,891 765,000 0.19%
37 PNC FINANCIAL SERVICES GROUP, INC. 9,377 807,000 0.20%
38 Janney Montgomery Scott LLC 10,035 863,010 0.22%
39 RAYMOND JAMES & ASSOCIATES 10,433 897,000 0.23%
40 Cannell & Spears LLC 11,293 971,000 0.25%
41 HSBC HOLDINGS PLC 15,100 1,296,000 0.33%
42 Timber Hill LLC 15,377 1,322,000 0.34%
43 LPL Financial LLC 17,115 1,472,000 0.37%
44 Lloyds Banking Group plc 20,611 1,772,000 0.45%
45 Pinnacle Advisory Group, Inc. 21,112 1,815,000 0.46%
46 CREDIT SUISSE AG/ 23,418 2,014,000 0.51%
47 NEW YORK LIFE INVESTMENT MANAGEMENT LLC 25,506 2,194,000 0.56%
48 SG Americas Securities, LLC 26,285 2,261,000 0.57%
49 FOUNDERS FINANCIAL SECURITIES LLC 29,825 2,565,000 0.65%
50 ROYAL BANK OF CANADA 30,437 2,618,000 0.66%
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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.