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

Institutional Holders (2014Q1)
Portfolio Summary: 39 Institutional holders with a total value of $56,339,292.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 104,251 13,848,000 24.58%
2 ROYAL BANK OF CANADA 45,941 6,103,000 10.83%
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 38,850 5,160,000 9.16%
4 Raymond James Financial Services Advisors, Inc. 35,780 4,753,000 8.44%
5 LPL Financial LLC 30,180 4,009,000 7.12%
6 WELLS FARGO & COMPANY/MN 25,909 3,441,000 6.11%
7 AMERIPRISE FINANCIAL INC 15,689 2,084,000 3.70%
8 PARSONS CAPITAL MANAGEMENT INC/RI 14,760 1,961,000 3.48%
9 CIBC WORLD MARKET INC. 12,615 1,676,000 2.97%
10 GOLDMAN SACHS GROUP INC 11,863 1,576,000 2.80%
11 CITIGROUP INC 10,524 1,398,000 2.48%
12 BANK OF AMERICA CORP /DE/ 8,999 1,195,000 2.12%
13 UBS AG 8,181 1,087,000 1.93%
14 CHOREO, LLC 7,661 1,018,000 1.81%
15 Timber Hill LLC 7,333 974,000 1.73%
16 AMERICAN INTERNATIONAL GROUP, INC. 6,659 884,515 1.57%
17 Commonwealth Equity Services, Inc 6,317 839,000 1.49%
18 Cetera Advisors LLC 4,532 603,000 1.07%
19 NATIONAL PLANNING CORP 3,763 510,000 0.91%
20 First Heartland Consultants, Inc. 3,133 416,000 0.74%
21 Cetera Advisor Networks LLC 3,021 400,000 0.71%
22 Placemark Investments, Inc. 2,969 394,000 0.70%
23 Advisors Preferred, LLC 2,468 327,824 0.58%
24 CREDIT SUISSE AG/ 2,425 322,000 0.57%
25 Advisory Services Network, LLC 2,219 295,000 0.52%
26 JANE STREET GROUP, LLC 1,826 243,000 0.43%
27 KMS FINANCIAL SERVICES, INC 1,554 206,000 0.37%
28 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,026 136,000 0.24%
29 MSI Financial Services Inc 970 129,000 0.23%
30 CT Financial Advisors LLC 641 92,089 0.16%
31 BANK OF MONTREAL /CAN/ 642 85,000 0.15%
32 Focused Wealth Management, Inc 286 38,000 0.07%
33 Winslow, Evans & Crocker, Inc. 270 35,864 0.06%
34 WFG Advisors, LP 212 28,000 0.05%
35 BENJAMIN F. EDWARDS & COMPANY, INC. 189 25,000 0.04%
36 NEW ENGLAND SECURITIES CORP /MA/ 112 15,000 0.03%
37 BROWN ADVISORY INC 100 13,000 0.02%
38 ENVESTNET ASSET MANAGEMENT INC 89 12,000 0.02%
39 Creative Planning 50 7,000 0.01%

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.