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

Institutional Holders (2014Q3)
Portfolio Summary: 44 Institutional holders with a total value of $23,980,407.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 LBMC INVESTMENT ADVISORS, LLC 71,216 3,245,000 13.53%
2 BANK OF AMERICA CORP /DE/ 62,211 2,836,000 11.83%
3 LPL Financial LLC 40,943 1,847,000 7.70%
4 AMERIPRISE FINANCIAL INC 34,860 1,589,000 6.63%
5 Patriot Wealth Management, Inc. 25,345 1,155,000 4.82%
6 Commonwealth Equity Services, Inc 22,129 1,008,000 4.20%
7 Efficient Advisors, LLC 20,795 948,000 3.95%
8 Annex Advisory Services, LLC 20,519 935,000 3.90%
9 Investors Capital Advisory Services 20,054 913,000 3.81%
10 VSR Financial Services, Inc. 19,876 906,000 3.78%
11 Cetera Advisor Networks LLC 18,926 862,000 3.59%
12 Archford Capital Strategies, LLC 18,355 836,000 3.49%
13 Virtu KCG Holdings LLC 16,312 743,000 3.10%
14 Courage Miller Partners, LLC 15,720 716,000 2.99%
15 LADENBURG THALMANN FINANCIAL SERVICES INC. 13,487 615,000 2.56%
16 Allworth Financial LP 13,018 593,000 2.47%
17 Cambridge Investment Research Advisors, Inc. 12,760 581,000 2.42%
18 NewSquare Capital LLC 11,041 503,000 2.10%
19 MORGAN STANLEY 9,178 418,000 1.74%
20 WELLS FARGO & COMPANY/MN 6,673 304,000 1.27%
21 GOLDMAN SACHS GROUP INC 6,557 299,000 1.25%
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,615 256,000 1.07%
23 Goelzer Investment Management, Inc. 5,340 243,000 1.01%
24 AMERICAN INTERNATIONAL GROUP, INC. 5,100 232,407 0.97%
25 WBH ADVISORY INC 4,805 218,000 0.91%
26 Oakworth Capital, Inc. 4,475 210,000 0.88%
27 MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,840 175,000 0.73%
28 Waverly Advisors, LLC 3,000 137,000 0.57%
29 Avior Wealth Management, LLC 2,768 126,000 0.53%
30 FIFTH THIRD BANCORP 2,719 124,000 0.52%
31 UBS AG 1,908 87,000 0.36%
32 Creative Planning 1,725 79,000 0.33%
33 Private Advisor Group, LLC 1,335 61,000 0.25%
34 Focused Wealth Management, Inc 842 38,000 0.16%
35 Regal Investment Advisors LLC 600 27,000 0.11%
36 PNC FINANCIAL SERVICES GROUP, INC. 600 27,000 0.11%
37 Peachtree Investment Advisors, Inc. 450 21,000 0.09%
38 MSI Financial Services Inc 350 16,000 0.07%
39 ENVESTNET ASSET MANAGEMENT INC 255 12,000 0.05%
40 CITIGROUP INC 250 11,000 0.05%
41 BOSTON PRIVATE BANK & TRUST CO 200 9,000 0.04%
42 BANK OF MONTREAL /CAN/ 144 7,000 0.03%
43 CKW FINANCIAL GROUP 154 7,000 0.03%
44 Gemmer Asset Management LLC 115 5,000 0.02%

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.