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

Institutional Holders (2014Q3)
Portfolio Summary: 177 Institutional holders with a total value of $1,924,992,854.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 Regal Investment Advisors LLC 10,223 769,000 0.04%
102 INVESTMENT CENTERS OF AMERICA INC 9,777 738,000 0.04%
103 SVA Wealth Management, LLC 9,756 734,000 0.04%
104 Jaffetilchin Investment Partners, LLC 8,446 635,000 0.03%
105 FIDUCIARY SERVICES CORP/GA 8,425 634,000 0.03%
106 Cetera Advisor Networks LLC 8,276 624,000 0.03%
107 D.A. DAVIDSON & CO. 7,999 601,000 0.03%
108 Visionary Asset Management, Inc. 7,962 599,000 0.03%
109 Avidian Wealth Enterprises, LLC 7,679 578,000 0.03%
110 Tower Research Capital LLC (TRC) 7,616 573,000 0.03%
111 SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,504 565,000 0.03%
112 Virtu Financial LLC 7,398 557,000 0.03%
113 WESTPORT RESOURCES MANAGEMENT INC 6,985 526,000 0.03%
114 CITY NATIONAL BANK 6,919 521,000 0.03%
115 ASPIRIANT, LLC 6,779 510,000 0.03%
116 BAILARD, INC. 6,735 506,000 0.03%
117 BBR PARTNERS, LLC 6,417 483,000 0.03%
118 NEW ENGLAND SECURITIES CORP /MA/ 6,415 483,000 0.03%
119 COMMUNITY FINANCIAL SYSTEM, INC. 6,370 479,000 0.02%
120 RAY GERALD L & ASSOCIATES LTD 6,270 472,000 0.02%
121 Destination Wealth Management 6,249 470,000 0.02%
122 Rehmann Capital Advisory Group 6,116 460,000 0.02%
123 Biondo Investment Advisors, LLC 5,895 444,000 0.02%
124 Janney Montgomery Scott LLC 5,764 433,683 0.02%
125 IMA Advisory Services, Inc. 5,760 433,000 0.02%
126 SPINNAKER TRUST 5,703 429,000 0.02%
127 WESBANCO BANK INC 5,675 427,000 0.02%
128 BANK OF MONTREAL /CAN/ 5,355 403,000 0.02%
129 WHITTIER TRUST CO 5,291 398,000 0.02%
130 CIBC BANK USA 4,696 353,000 0.02%
131 Court Place Advisors, LLC 4,680 352,000 0.02%
132 Creative Planning 4,632 349,000 0.02%
133 SIGMA INVESTMENT COUNSELORS INC 4,558 343,000 0.02%
134 SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,500 339,000 0.02% Call
135 M Holdings Securities, Inc. 4,453 335,000 0.02%
136 B. Riley Wealth Advisors, Inc. 4,437 334,000 0.02%
137 UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,421 333,000 0.02%
138 NEXT Financial Group, Inc 4,018 302,000 0.02%
139 SII INVESTMENTS INC/WI 3,624 273,000 0.01%
140 NORTHERN TRUST CORP 3,545 267,000 0.01%
141 PRIO WEALTH LIMITED PARTNERSHIP 3,545 266,000 0.01%
142 First Allied Asset Management, Inc. 3,400 258,000 0.01%
143 Moors & Cabot, Inc. 3,367 253,000 0.01%
144 MILLENNIUM MANAGEMENT LLC 3,303 249,000 0.01%
145 WEDBUSH SECURITIES INC 3,249 244,000 0.01%
146 BARCLAYS PLC 3,237 243,000 0.01%
147 Clark Capital Management Group, Inc. 3,042 229,000 0.01%
148 VSR Financial Services, Inc. 2,986 225,000 0.01%
149 LINCOLN NATIONAL CORP 2,718 205,000 0.01%
150 J.P. Morgan Private Wealth Advisors LLC 2,677 201,000 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.