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

Institutional Holders (2014Q1)
Portfolio Summary: 38 Institutional holders with a total value of $23,301,775.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 LPL Financial LLC 72,393 3,284,000 14.09%
2 LBMC INVESTMENT ADVISORS, LLC 66,449 3,014,000 12.93%
3 BANK OF AMERICA CORP /DE/ 61,690 2,798,000 12.01%
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP 29,475 1,337,000 5.74%
5 Virtu KCG Holdings LLC 25,699 1,166,000 5.00%
6 Efficient Advisors, LLC 23,007 1,044,000 4.48%
7 Patriot Wealth Management, Inc. 22,458 1,019,000 4.37%
8 Investors Capital Advisory Services 19,533 886,000 3.80%
9 Annex Advisory Services, LLC 18,097 821,000 3.52%
10 Cetera Advisor Networks LLC 17,749 805,000 3.45%
11 AMERIPRISE FINANCIAL INC 17,425 790,000 3.39%
12 Commonwealth Equity Services, Inc 16,368 742,000 3.18%
13 Courage Miller Partners, LLC 15,535 705,000 3.03%
14 VSR Financial Services, Inc. 14,303 649,000 2.79%
15 NewSquare Capital LLC 12,776 580,000 2.49%
16 LADENBURG THALMANN FINANCIAL SERVICES INC. 12,625 573,000 2.46%
17 Archford Capital Strategies, LLC 8,365 379,439 1.63%
18 MORGAN STANLEY 7,802 354,000 1.52%
19 Cambridge Investment Research Advisors, Inc. 7,501 340,000 1.46%
20 Goelzer Investment Management, Inc. 6,615 300,000 1.29%
21 WELLS FARGO & COMPANY/MN 6,118 278,000 1.19%
22 WBH ADVISORY INC 5,132 232,000 1.00%
23 AMERICAN INTERNATIONAL GROUP, INC. 5,100 231,336 0.99%
24 MANUFACTURERS LIFE INSURANCE COMPANY, THE 4,015 182,000 0.78%
25 Oakworth Capital, Inc. 3,597 163,000 0.70%
26 FIFTH THIRD BANCORP 2,516 114,000 0.49%
27 Partnervest Advisory Services LLC 1,843 84,000 0.36%
28 Waverly Advisors, LLC 1,807 82,000 0.35%
29 UBS AG 1,766 80,000 0.34%
30 Polaris Wealth Advisory Group, LLC 1,498 68,000 0.29%
31 Creative Planning 1,395 63,000 0.27%
32 ROYAL BANK OF CANADA 757 34,000 0.15%
33 Focused Wealth Management, Inc 734 33,000 0.14%
34 Regal Investment Advisors LLC 600 27,000 0.12%
35 Avior Wealth Management, LLC 527 24,000 0.10%
36 CITIGROUP INC 250 11,000 0.05%
37 CKW FINANCIAL GROUP 154 7,000 0.03%
38 MSI Financial Services Inc 50 2,000 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.