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

Institutional Holders (2014Q1)
Portfolio Summary: 100 Institutional holders with a total value of $948,534,157.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ALLSTATE CORP 4,513,459 162,710,000 17.15%
2 BANK OF AMERICA CORP /DE/ 2,793,407 100,703,000 10.62%
3 MORGAN STANLEY 1,907,811 68,776,000 7.25%
4 AMERIPRISE FINANCIAL INC 1,374,721 49,486,000 5.22%
5 3D ASSET MANAGEMENT, INC 1,312,768 47,325,000 4.99%
6 BlackRock Group LTD 1,216,162 43,843,000 4.62%
7 ARS Wealth Advisors, LLC 971,412 35,019,000 3.69%
8 Carroll Financial Associates, Inc. 794,211 28,631,000 3.02%
9 Cetera Advisor Networks LLC 781,271 28,145,000 2.97%
10 Choate Investment Advisors 758,786 27,354,236 2.88%
11 SIGNATUREFD, LLC 655,640 23,636,000 2.49%
12 NIPPON LIFE INSURANCE CO 626,772 22,595,000 2.38%
13 NOTTINGHAM ADVISORS, INC. 613,608 22,120,000 2.33%
14 WELLS FARGO & COMPANY/MN 585,414 21,104,000 2.22%
15 Legacy Private Trust Co. 517,878 18,670,000 1.97%
16 UBS AG 457,080 16,478,000 1.74%
17 Atria Investments, Inc 439,394 15,840,000 1.67%
18 Astor Investment Management LLC 430,539 15,521,000 1.64%
19 Raymond James Financial Services Advisors, Inc. 372,703 13,436,000 1.42%
20 ENVESTNET ASSET MANAGEMENT INC 350,737 12,644,000 1.33%
21 LPL Financial LLC 343,582 12,386,000 1.31%
22 Evensky & Katz LLC 339,082 12,223,000 1.29%
23 HIGH POINT BANK & TRUST CO 272,193 9,813,000 1.03%
24 PARAMETRIC PORTFOLIO ASSOCIATES LLC 268,209 9,669,000 1.02%
25 ROYAL BANK OF CANADA 252,300 9,095,000 0.96%
26 Cambridge Investment Research Advisors, Inc. 239,872 8,647,000 0.91%
27 COMMUNITY FINANCIAL SYSTEM, INC. 224,270 8,083,000 0.85%
28 Forvis Mazars Wealth Advisors, LLC 223,519 8,065,000 0.85%
29 TOMPKINS FINANCIAL CORP 222,364 8,013,000 0.84%
30 Capital Advisors, Ltd. LLC 163,101 5,880,000 0.62%
31 SWISS REINSURANCE CO LTD 150,000 5,408,000 0.57%
32 BlackRock Finance, Inc. 143,626 5,178,000 0.55%
33 NATIONAL PLANNING CORP 139,717 5,054,000 0.53%
34 Drexel Morgan & Co. 136,290 4,913,000 0.52%
35 FRANKLIN RESOURCES INC 122,000 4,398,000 0.46%
36 Mariner, LLC 121,515 4,381,000 0.46%
37 CITIGROUP INC 106,633 3,844,000 0.41%
38 SG Americas Securities, LLC 100,505 3,623,000 0.38%
39 BOSTON ADVISORS LLC 88,787 3,201,000 0.34%
40 Orion Porfolio Solutions, LLC 88,434 3,188,000 0.34%
41 FMR LLC 69,987 2,523,000 0.27%
42 JPMORGAN CHASE & CO 59,065 2,129,000 0.22%
43 B. Riley Wealth Advisors, Inc. 59,038 2,128,000 0.22%
44 STIFEL FINANCIAL CORP 55,310 1,994,000 0.21%
45 KMS FINANCIAL SERVICES, INC 53,654 1,934,000 0.20%
46 Commonwealth Equity Services, Inc 50,516 1,821,000 0.19%
47 Placemark Investments, Inc. 48,757 1,758,000 0.19%
48 COMERICA SECURITIES INC 46,591 1,680,000 0.18%
49 HighTower Advisors, LLC 43,424 1,565,000 0.16%
50 RAYMOND JAMES & ASSOCIATES 40,911 1,475,000 0.16%
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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.