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

Institutional Holders (2014Q1)
Portfolio Summary: 287 Institutional holders with a total value of $2,831,070,093.
#
Manager Name
Shares
Value ($)
%
Options
Notes
151 Rathbones Group PLC 7,800 669,000 0.02%
152 BLAIR WILLIAM & CO/IL 7,759 665,000 0.02%
153 Truepoint, Inc. 7,625 654,000 0.02%
154 Occidental Asset Management, LLC 7,586 651,000 0.02%
155 Harbour Capital Advisors, LLC 7,555 648,000 0.02%
156 Mariner, LLC 7,472 641,000 0.02%
157 WISCONSIN CAPITAL MANAGEMENT LLC 7,400 635,000 0.02%
158 ALESCO ADVISORS LLC 7,150 613,000 0.02%
159 Virtus Investment Advisers, LLC 7,070 607,000 0.02%
160 Wilmington Savings Fund Society, FSB 6,975 598,000 0.02%
161 First Horizon Advisors, Inc. 6,899 588,000 0.02%
162 FIRST NATIONAL TRUST CO 6,811 584,000 0.02%
163 ASPIRIANT HOLDINGS S3, LLC 6,782 582,000 0.02%
164 Janney Montgomery Scott LLC 6,666 571,943 0.02%
165 Freedom Investment Management, Inc. 6,640 570,000 0.02%
166 AMARILLO NATIONAL BANK 6,620 568,000 0.02%
167 Thomasville National Bank 6,285 539,000 0.02%
168 ParenteBeard Wealth Management, LLC 6,168 529,232 0.02%
169 Fiduciary Trust Co International of Pennsylvania 6,006 515,000 0.02%
170 D.A. DAVIDSON & CO. 5,965 511,000 0.02%
171 AXA S.A. 5,854 502,000 0.02%
172 Stonebridge Capital Advisors LLC 5,821 499,000 0.02%
173 NTV ASSET MANAGEMENT LLC 5,800 497,000 0.02%
174 NWAM LLC 5,727 491,000 0.02%
175 SOL Capital Management CO 5,330 457,000 0.02%
176 BESSEMER GROUP INC 5,220 448,000 0.02%
177 FULTON BANK, N.A. 5,209 447,000 0.02%
178 Portfolio Strategies Inc 4,910 421,000 0.01%
179 EATON VANCE MANAGEMENT 4,845 415,000 0.01%
180 FIRST MIDWEST BANK TRUST DIVISION 4,692 403,000 0.01%
181 BURNS J W & CO INC/NY 4,543 390,000 0.01%
182 EP Wealth Advisors, LLC 4,442 381,000 0.01%
183 FineMark National Bank & Trust 4,430 380,000 0.01%
184 MERIDIAN MANAGEMENT CO 4,250 365,000 0.01%
185 Heritage Wealth Advisors 4,115 353,000 0.01%
186 BERKSHIRE ASSET MANAGEMENT LLC/PA 4,087 351,000 0.01%
187 NATIONAL PLANNING CORP 4,023 351,000 0.01%
188 BOSTON PRIVATE BANK & TRUST CO 4,050 347,000 0.01%
189 PINNACLE FINANCIAL PARTNERS INC 4,034 346,000 0.01%
190 MYCIO WEALTH PARTNERS, LLC 4,032 346,000 0.01%
191 Cohen Capital Management, Inc. 4,007 344,000 0.01%
192 MONETA GROUP INVESTMENT ADVISORS LLC 3,936 338,000 0.01%
193 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 3,924 337,000 0.01%
194 CHARTWELL INVESTMENT PARTNERS/PA 3,900 335,000 0.01%
195 WFG Advisors, LP 3,847 330,000 0.01%
196 WEBSTER BANK, N. A. 3,750 322,000 0.01%
197 IBERIABANK CORP 3,700 317,000 0.01%
198 SouthState Bank Corp 3,538 304,000 0.01%
199 Goelzer Investment Management, Inc. 3,439 295,000 0.01%
200 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 3,352 288,000 0.01%
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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.