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

Institutional Holders (2014Q1)
Portfolio Summary: 172 Institutional holders with a total value of $1,287,282,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 MUFG Americas Holdings Corp 13,245 946,000 0.07%
102 Cambridge Investment Research Advisors, Inc. 13,161 940,000 0.07%
103 STERNE AGEE GROUP, INC. 12,427 888,000 0.07%
104 Atria Investments, Inc 11,287 806,000 0.06%
105 Investors Capital Advisory Services 11,239 802,000 0.06%
106 AMERICAN ECONOMIC PLANNING GROUP INC /ADV 11,169 798,000 0.06%
107 Sageworth Trust Co 10,296 736,000 0.06%
108 Janney Montgomery Scott LLC 10,178 727,116 0.06%
109 Hoxton Financial, Inc. 10,101 722,000 0.06%
110 Avidian Wealth Enterprises, LLC 9,397 672,000 0.05%
111 Regal Investment Advisors LLC 8,753 625,000 0.05%
112 FIDUCIARY SERVICES CORP/GA 8,245 589,000 0.05%
113 BBR PARTNERS, LLC 7,995 571,000 0.04%
114 Haverford Trust Co 7,938 567,000 0.04%
115 Jaffetilchin Investment Partners, LLC 7,832 560,000 0.04%
116 SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,800 557,000 0.04% Call
117 Cetera Advisor Networks LLC 7,020 502,000 0.04%
118 Visionary Asset Management, Inc. 6,835 488,000 0.04%
119 SVA Wealth Management, LLC 6,625 473,000 0.04%
120 VSR Financial Services, Inc. 6,476 463,000 0.04%
121 CITY NATIONAL BANK 6,373 455,000 0.04%
122 Rehmann Capital Advisory Group 6,112 437,000 0.03%
123 CIBC BANK USA 5,996 428,000 0.03%
124 NEW ENGLAND SECURITIES CORP /MA/ 5,461 390,000 0.03%
125 BAILARD, INC. 5,343 382,000 0.03%
126 Destination Wealth Management 4,967 355,000 0.03%
127 BANK OF MONTREAL /CAN/ 4,920 351,000 0.03%
128 COMMUNITY FINANCIAL SYSTEM, INC. 4,820 344,000 0.03%
129 Biondo Investment Advisors, LLC 4,580 327,000 0.03%
130 WESBANCO BANK INC 4,475 320,000 0.02%
131 M Holdings Securities, Inc. 4,356 311,000 0.02%
132 Creative Planning 4,337 310,000 0.02%
133 BARCLAYS PLC 4,330 307,000 0.02%
134 SIGMA INVESTMENT COUNSELORS INC 3,918 280,000 0.02%
135 IMA Advisory Services, Inc. 3,700 264,000 0.02%
136 UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,465 248,000 0.02%
137 SII INVESTMENTS INC/WI 3,663 245,000 0.02%
138 Wilmington Trust Investment Management, LLC 3,242 232,000 0.02%
139 B. Riley Wealth Advisors, Inc. 3,103 222,000 0.02%
140 D.A. DAVIDSON & CO. 3,118 222,000 0.02%
141 PRIO WEALTH LIMITED PARTNERSHIP 2,995 213,000 0.02%
142 Clark Capital Management Group, Inc. 2,930 209,000 0.02%
143 NORTHERN TRUST CORP 2,900 207,000 0.02%
144 WEDBUSH SECURITIES INC 2,811 201,000 0.02%
145 First City Capital Management, Inc. 2,365 168,956 0.01%
146 SCHRODER INVESTMENT MANAGEMENT GROUP 2,280 162,883 0.01%
147 GUGGENHEIM CAPITAL LLC 1,911 137,000 0.01%
148 Winslow, Evans & Crocker, Inc. 1,749 124,948 0.01%
149 Partnervest Advisory Services LLC 1,308 93,000 0.01%
150 MANAGED ACCOUNT ADVISORS LLC 1,166 83,000 0.01%
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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.