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

Institutional Holders (2014Q2)
Portfolio Summary: 682 Institutional holders with a total value of $27,178,435,321.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Financial Management Professionals, Inc. 0 0 0.00%
2 NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 1 0 0.00%
3 GUGGENHEIM CAPITAL LLC 2 0 0.00%
4 FORT PITT CAPITAL GROUP INC 2 358 0.00%
5 WEALTHFRONT CORP 6 1,000 0.00%
6 SOUTH GEORGIA CAPITAL, LLC 18 4,000 0.00%
7 IndexIQ Advisors LLC 35 7,000 0.00%
8 Family Capital Trust Co 40 8,000 0.00%
9 Gary Goldberg Planning Services Inc 50 10,000 0.00%
10 Tradewinds Capital Management, LLC 57 11,000 0.00%
11 ATWOOD & PALMER INC 85 17,000 0.00%
12 THOMPSON SIEGEL & WALMSLEY LLC 100 20,000 0.00%
13 Independent Portfolio Consultants, Inc. 100 20,000 0.00%
14 America First Investment Advisors, LLC 122 24,000 0.00%
15 LS Investment Advisors, LLC 135 27,000 0.00%
16 LBA Wealth Management, LLC 144 28,000 0.00%
17 Capital Advisors, Ltd. LLC 154 30,000 0.00%
18 Madden Advisory Services, Inc. 153 30,000 0.00%
19 Mizuho Asset Management Co.,Ltd. 161 32,000 0.00%
20 Archford Capital Strategies, LLC 168 33,096 0.00%
21 Psagot Value Holdings Ltd. 171 34,000 0.00%
22 MACROVIEW INVESTMENT MANAGEMENT LLC 180 35,000 0.00%
23 Efficient Market Advisors, LLC 195 38,000 0.00%
24 UBS AG 200 39,000 0.00% Call
25 ASSETMARK, INC 235 46,000 0.00%
26 1919 Investment Counsel, LLC 235 47,000 0.00%
27 Hanson & Doremus Investment Management 250 49,000 0.00%
28 Avior Wealth Management, LLC 274 54,000 0.00%
29 Covenant Multifamily Offices, LLC 280 55,000 0.00%
30 Vigilant Capital Management, LLC 300 59,000 0.00%
31 Torch Wealth Management LLC 300 59,000 0.00%
32 Bank of Kentucky, Inc. 300 59,000 0.00%
33 KINGS POINT CAPITAL MANAGEMENT 324 64,000 0.00%
34 1832 Asset Management L.P. 350 69,000 0.00%
35 Forward Management, LLC 410 81,000 0.00%
36 Cornerstone Advisors, Inc. 415 82,000 0.00%
37 QCI ASSET MANAGEMENT INC/NY 445 88,000 0.00%
38 Winch Advisory Services, LLC 476 94,000 0.00%
39 Whitnell & Co. 483 95,000 0.00%
40 Financial Architects, Inc 486 96,000 0.00%
41 ROCKEFELLER FINANCIAL SERVICES INC 486 96,000 0.00%
42 First Horizon Advisors, Inc. 510 99,000 0.00%
43 Exchange Capital Management, Inc. 552 109,000 0.00%
44 Transamerica Financial Advisors, LLC 594 117,000 0.00%
45 Johnson Financial Group, Inc. 620 122,000 0.00%
46 Manchester Capital Management LLC 648 128,000 0.00%
47 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 658 130,000 0.00%
48 Waverly Advisors, LLC 691 136,000 0.00%
49 AlphaMark Advisors, LLC 700 138,000 0.00% SH
50 TD Capital Management LLC 748 147,000 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.