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

Institutional Holders (2014Q1)
Portfolio Summary: 76 Institutional holders with a total value of $636,829,849.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Concert Wealth Management Inc. 11,628 730,000 0.11%
52 WEATHERLY ASSET MANAGEMENT L. P. 11,245 706,000 0.11% SH
53 Atria Investments, Inc 11,150 700,000 0.11%
54 AXA S.A. 10,970 688,000 0.11%
55 TRUSTMARK BANK TRUST DEPARTMENT 8,110 509,000 0.08%
56 JPMORGAN CHASE & CO 8,017 503,000 0.08%
57 MSI Financial Services Inc 7,537 473,000 0.07%
58 Partnervest Advisory Services LLC 6,328 397,000 0.06%
59 Private Advisor Group, LLC 6,299 395,000 0.06%
60 Janney Montgomery Scott LLC 6,082 381,706 0.06%
61 Pinnacle Summer Investments, Inc. 5,388 346,000 0.05%
62 Evanson Asset Management, LLC 5,063 318,000 0.05%
63 WFG Advisors, LP 4,201 264,000 0.04%
64 HL FINANCIAL SERVICES LLC 4,050 254,000 0.04%
65 Creative Planning 2,832 178,000 0.03%
66 COLONY GROUP LLC 2,783 175,000 0.03%
67 CITIGROUP INC 2,685 169,000 0.03%
68 B. Riley Wealth Advisors, Inc. 1,800 113,000 0.02%
69 MANAGED ACCOUNT ADVISORS LLC 1,140 72,000 0.01%
70 NEW ENGLAND SECURITIES CORP /MA/ 955 60,000 0.01%
71 Tower Research Capital LLC (TRC) 595 37,000 0.01%
72 Strategic Capital Group LLC 505 32,000 0.01%
73 FOUNDERS BANK & TRUST 372 23,000 0.00%
74 WESTPORT RESOURCES MANAGEMENT INC 350 22,000 0.00%
75 Kavar Capital Partners, LLC 213 13,000 0.00%
76 MACROVIEW INVESTMENT MANAGEMENT LLC 50 3,000 0.00%
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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.