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

Institutional Holders (2014Q2)
Portfolio Summary: 111 Institutional holders with a total value of $1,076,937,648.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ALLSTATE CORP 4,513,459 167,991,000 15.60%
2 BANK OF AMERICA CORP /DE/ 2,914,582 108,481,000 10.07%
3 AMERIPRISE FINANCIAL INC 2,066,136 76,847,000 7.14%
4 MORGAN STANLEY 1,954,213 72,736,000 6.75%
5 Choate Investment Advisors 1,574,144 58,589,640 5.44%
6 3D ASSET MANAGEMENT, INC 1,357,562 50,528,000 4.69%
7 BlackRock Group LTD 1,269,144 47,238,000 4.39%
8 ARS Wealth Advisors, LLC 1,047,707 38,996,000 3.62%
9 Carroll Financial Associates, Inc. 928,352 34,553,000 3.21%
10 Cetera Advisor Networks LLC 798,760 29,705,000 2.76%
11 WELLS FARGO & COMPANY/MN 729,255 27,143,000 2.52%
12 NIPPON LIFE INSURANCE CO 626,772 23,328,000 2.17%
13 SIGNATUREFD, LLC 620,313 23,088,000 2.14%
14 Astor Investment Management LLC 533,518 19,858,000 1.84%
15 UBS AG 531,004 19,764,000 1.84%
16 NOTTINGHAM ADVISORS, INC. 486,546 18,109,000 1.68%
17 Raymond James Financial Services Advisors, Inc. 477,775 17,783,000 1.65%
18 Legacy Private Trust Co. 450,146 16,755,000 1.56%
19 LPL Financial LLC 388,535 14,461,000 1.34%
20 Atria Investments, Inc 372,210 13,854,000 1.29%
21 ENVESTNET ASSET MANAGEMENT INC 368,793 13,726,000 1.27%
22 Evensky & Katz LLC 335,970 12,504,000 1.16%
23 SG Americas Securities, LLC 330,487 12,301,000 1.14%
24 HIGH POINT BANK & TRUST CO 270,059 10,051,000 0.93%
25 ROYAL BANK OF CANADA 267,577 9,959,000 0.92%
26 Cambridge Investment Research Advisors, Inc. 241,690 8,996,000 0.84%
27 TOMPKINS FINANCIAL CORP 233,467 8,689,000 0.81%
28 Forvis Mazars Wealth Advisors, LLC 220,888 8,221,000 0.76%
29 BlackRock Finance, Inc. 219,376 8,165,000 0.76%
30 COMMUNITY FINANCIAL SYSTEM, INC. 217,125 8,081,000 0.75%
31 Capital Advisors, Ltd. LLC 177,259 6,598,000 0.61%
32 Mariner, LLC 157,145 5,849,000 0.54%
33 NATIONAL PLANNING CORP 137,503 5,118,000 0.48%
34 Drexel Morgan & Co. 136,411 5,077,000 0.47%
35 Wharton Business Group, LLC 134,000 4,987,000 0.46%
36 GEODE CAPITAL MANAGEMENT, LLC 125,057 4,654,000 0.43% PRN
37 FRANKLIN RESOURCES INC 122,000 4,541,000 0.42%
38 ICC CAPITAL MANAGEMENT INC/ 120,000 4,466,000 0.41%
39 CITIGROUP INC 109,399 4,072,000 0.38%
40 BOSTON ADVISORS LLC 87,441 3,255,000 0.30%
41 Orion Porfolio Solutions, LLC 86,290 3,212,000 0.30%
42 DT Investment Partners, LLC 70,600 2,628,000 0.24%
43 JPMORGAN CHASE & CO 63,818 2,375,000 0.22%
44 B. Riley Wealth Advisors, Inc. 109,806 2,036,864 0.19%
45 Commonwealth Equity Services, Inc 49,128 1,829,000 0.17%
46 Placemark Investments, Inc. 47,370 1,765,000 0.16%
47 COMERICA SECURITIES INC 46,591 1,734,000 0.16%
48 HighTower Advisors, LLC 44,304 1,649,000 0.15%
49 STIFEL FINANCIAL CORP 43,235 1,609,000 0.15%
50 GLENMEDE TRUST CO NA 41,042 1,527,000 0.14%
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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.