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ISHARES RUSSELL MID CAP GROWTH
ISHARES RUSSELL MID CAP GROWTH. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 279 Institutional holders with a total value of $2,967,545,836.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 3,476,006 307,102,000 10.35%
2 BANK OF AMERICA CORP /DE/ 3,218,301 284,337,000 9.58%
3 MORGAN STANLEY 2,621,408 231,602,000 7.80%
4 PNC FINANCIAL SERVICES GROUP, INC. 1,904,796 168,289,000 5.67%
5 JPMORGAN CHASE & CO 1,815,811 160,427,000 5.41%
6 JONES FINANCIAL COMPANIES LLLP 1,452,742 128,350,000 4.33%
7 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1,320,735 116,687,000 3.93%
8 UBS AG 1,265,912 111,843,000 3.77%
9 M&T BANK CORP 1,166,309 103,044,000 3.47%
10 CIBC Private Wealth Group LLC 965,520 85,303,000 2.87%
11 Commonwealth Equity Services, Inc 860,765 76,049,000 2.56%
12 SUNTRUST BANKS INC 745,200 65,837,000 2.22%
13 STEPHENS INC /AR/ 679,886 60,068,000 2.02%
14 COMMERCE BANK 616,489 54,467,000 1.84%
15 JOHNSON INVESTMENT COUNSEL INC 595,254 52,590,000 1.77%
16 SYNOVUS FINANCIAL CORP 534,327 47,208,000 1.59%
17 TEACHERS ADVISORS, LLC 505,391 44,651,000 1.50%
18 GOLDMAN SACHS GROUP INC 460,408 40,677,000 1.37%
19 VOYA INVESTMENT MANAGEMENT LLC 454,096 40,119,000 1.35%
20 Accredited Investors Inc. 453,475 40,065,000 1.35%
21 LADENBURG THALMANN FINANCIAL SERVICES INC. 424,742 37,833,000 1.27%
22 Cobble Hill Financial Services, INC 421,875 37,273,000 1.26%
23 US BANCORP \DE\ 408,847 36,122,000 1.22%
24 LPL Financial LLC 400,562 34,813,000 1.17%
25 Bank of New York Mellon Corp 374,524 33,088,000 1.11%
26 KEYBANK NATIONAL ASSOCIATION/OH 322,408 28,485,000 0.96%
27 INSIGHT 2811, INC. 320,837 28,346,000 0.96%
28 Polaris Wealth Advisory Group, LLC 234,187 20,690,000 0.70%
29 FMR LLC 226,953 20,051,000 0.68%
30 FIFTH THIRD BANCORP 206,081 18,207,000 0.61%
31 Orion Porfolio Solutions, LLC 183,017 16,170,000 0.54%
32 HSBC HOLDINGS PLC 177,470 15,679,000 0.53%
33 TIAA CREF TRUST CO FSB/MO 162,183 14,328,000 0.48%
34 AMG National Trust Bank 157,769 13,939,000 0.47%
35 BOKF, NA 146,378 12,932,000 0.44%
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 142,555 12,595,000 0.42%
37 JMG Financial Group, Ltd. 134,990 11,926,000 0.40%
38 CITY NATIONAL BANK 124,922 11,037,000 0.37%
39 COMERICA BANK 118,631 10,481,000 0.35%
40 MUFG Americas Holdings Corp 115,549 10,209,000 0.34%
41 BANK OF MONTREAL /CAN/ 109,133 9,642,000 0.32%
42 TRUIST FINANCIAL CORP 105,104 9,286,000 0.31%
43 MCF Advisors LLC 98,435 8,446,000 0.28%
44 MANAGED ACCOUNT ADVISORS LLC 94,199 8,323,000 0.28%
45 Robert W. Baird & Co. Inc 90,953 8,036,000 0.27% SH
46 Cetera Advisor Networks LLC 88,391 7,810,000 0.26%
47 HL FINANCIAL SERVICES LLC 87,856 7,762,000 0.26%
48 AMERICAN INTERNATIONAL GROUP, INC. 87,675 7,746,040 0.26%
49 Stearns Financial Services Group 86,141 7,611,000 0.26%
50 One Capital Management, LLC 85,362 7,542,000 0.25%
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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.