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

Institutional Holders (2014Q1)
Portfolio Summary: 63 Institutional holders with a total value of $257,790,529.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 LADENBURG THALMANN FINANCIAL SERVICES INC. 984 110,000 0.04%
52 MACROVIEW INVESTMENT MANAGEMENT LLC 950 106,000 0.04%
53 Bartlett & Co. LLC 600 67,000 0.03%
54 CKW FINANCIAL GROUP 500 56,000 0.02%
55 Smith Affiliated Capital Corp. 380 42,404 0.02% PRN
56 MSI Financial Services Inc 192 21,000 0.01%
57 BENJAMIN F. EDWARDS & COMPANY, INC. 159 18,000 0.01%
58 Formidable Asset Management, LLC 150 17,000 0.01%
59 Hudock, Inc. 147 16,000 0.01%
60 B. Riley Wealth Management, Inc. 76 8,000 0.00%
61 Creative Planning 61 7,000 0.00%
62 AMERICAN INTERNATIONAL GROUP, INC. 28 3,125 0.00%
63 CITIGROUP INC 31 3,000 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.