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

Institutional Holders (2014Q2)
Portfolio Summary: 173 Institutional holders with a total value of $1,599,867,669.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Sandy Spring Bank 69 5,000 0.00%
2 Carroll Financial Associates, Inc. 80 6,000 0.00%
3 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 81 6,000 0.00%
4 MACROVIEW INVESTMENT MANAGEMENT LLC 75 6,000 0.00%
5 FineMark National Bank & Trust 123 9,000 0.00%
6 WFG Advisors, LP 123 9,000 0.00%
7 Blume Capital Management, Inc. 175 13,000 0.00%
8 DELTA ASSET MANAGEMENT LLC/TN 250 19,000 0.00%
9 Gemmer Asset Management LLC 266 20,000 0.00%
10 NEXT Financial Group, Inc 314 23,000 0.00%
11 Tarbox Family Office, Inc. 322 24,000 0.00%
12 BESSEMER GROUP INC 400 30,000 0.00%
13 THOMPSON SIEGEL & WALMSLEY LLC 425 32,000 0.00%
14 BENJAMIN F. EDWARDS & COMPANY, INC. 522 39,000 0.00%
15 BRAVE ASSET MANAGEMENT INC 524 40,000 0.00%
16 Focused Wealth Management, Inc 577 43,000 0.00%
17 Lenox Wealth Advisors, LLC 579 44,000 0.00%
18 COLONY GROUP LLC 955 72,000 0.00%
19 Parasol Investment Management, LLC 1,000 75,000 0.00%
20 FIFTH THIRD BANCORP 1,050 79,000 0.00%
21 US BANCORP \DE\ 1,223 92,000 0.01%
22 Partnervest Advisory Services LLC 1,443 109,000 0.01%
23 Winslow, Evans & Crocker, Inc. 1,784 134,494 0.01%
24 SCHRODER INVESTMENT MANAGEMENT GROUP 2,280 171,887 0.01%
25 First City Capital Management, Inc. 2,365 178,295 0.01%
26 LINCOLN NATIONAL CORP 2,688 203,000 0.01%
27 NATIXIS ADVISORS, LLC 2,788 210,000 0.01%
28 CHARTIST INC /CA/ 2,777 210,000 0.01%
29 Clark Capital Management Group, Inc. 2,869 216,000 0.01%
30 Wilmington Trust Investment Management, LLC 3,024 229,000 0.01%
31 BLAIR WILLIAM & CO/IL 3,044 229,000 0.01%
32 MILLENNIUM MANAGEMENT LLC 3,209 242,000 0.02%
33 BARCLAYS PLC 3,237 243,000 0.02%
34 B. Riley Wealth Advisors, Inc. 6,760 255,105 0.02%
35 PRIO WEALTH LIMITED PARTNERSHIP 3,445 259,000 0.02%
36 SII INVESTMENTS INC/WI 3,545 267,000 0.02%
37 M Holdings Securities, Inc. 4,253 321,000 0.02%
38 Moors & Cabot, Inc. 4,292 323,000 0.02%
39 WESBANCO BANK INC 4,475 337,000 0.02%
40 SIGMA INVESTMENT COUNSELORS INC 4,478 338,000 0.02%
41 D.A. DAVIDSON & CO. 4,537 342,000 0.02%
42 BANK OF MONTREAL /CAN/ 4,620 348,000 0.02%
43 Creative Planning 4,632 349,000 0.02%
44 SPINNAKER TRUST 5,071 382,000 0.02%
45 IMA Advisory Services, Inc. 5,100 384,000 0.02%
46 COMMUNITY FINANCIAL SYSTEM, INC. 5,345 403,000 0.03%
47 Biondo Investment Advisors, LLC 5,410 408,000 0.03%
48 CIBC BANK USA 5,514 415,000 0.03%
49 NEW ENGLAND SECURITIES CORP /MA/ 5,822 439,000 0.03%
50 Rehmann Capital Advisory Group 6,114 461,000 0.03%
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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.