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iShares 2014 S&P AMT-Free Muni
iShares 2014 S&P AMT-Free Muni. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 28 Institutional holders with a total value of $23,355,218.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP 81,206 4,161,000 17.82%
2 MORGAN STANLEY 65,233 3,343,000 14.31%
3 WELLS FARGO & COMPANY/MN 57,259 2,933,000 12.56%
4 BANK OF AMERICA CORP /DE/ 53,405 2,736,000 11.71%
5 Pinnacle Advisory Group, Inc. 41,600 2,131,000 9.12%
6 JANE STREET GROUP, LLC 24,164 1,238,000 5.30%
7 LPL Financial LLC 20,207 1,035,000 4.43%
8 ROYAL BANK OF CANADA 17,863 915,000 3.92%
9 Legacy Private Trust Co. 12,900 661,000 2.83%
10 UBS AG 11,908 610,000 2.61%
11 Capital Advisors, Ltd. LLC 10,513 539,000 2.31%
12 DAVENPORT & Co LLC 8,301 425,302 1.82%
13 FIFTH THIRD BANCORP 7,858 403,000 1.73%
14 Autus Asset Management, LLC 6,500 333,000 1.43%
15 Janney Montgomery Scott LLC 5,600 286,916 1.23%
16 ENVESTNET ASSET MANAGEMENT INC 5,060 259,000 1.11%
17 UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,060 259,000 1.11%
18 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,725 242,000 1.04%
19 Prospera Financial Services Inc 4,000 205,000 0.88%
20 AMERIPRISE FINANCIAL INC 3,350 172,000 0.74%
21 Vigilant Capital Management, LLC 2,930 150,000 0.64%
22 Vantage Investment Advisors, LLC 2,826 145,000 0.62%
23 Tower Research Capital LLC (TRC) 1,400 72,000 0.31%
24 Winfield Associates, Inc. 500 26,000 0.11%
25 Parasol Investment Management, LLC 500 26,000 0.11%
26 TD Capital Management LLC 465 24,000 0.10%
27 KINGS POINT CAPITAL MANAGEMENT 300 15,000 0.06%
28 MSI Financial Services Inc 200 10,000 0.04%

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.