Dark
Light
System
Security
ISHARES TR
ISHARES TR. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 720 Institutional holders with a total value of $17,757,139,323.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 JPMORGAN CHASE & CO 22,453,650 3,237,592,000 18.23%
2 WELLS FARGO & COMPANY/MN 12,864,628 1,854,951,000 10.45%
3 BANK OF AMERICA CORP /DE/ 7,094,363 1,022,936,000 5.76%
4 BlackRock Institutional Trust Company, N.A. 4,013,464 578,701,000 3.26%
5 Edelman Financial Services, LLC 3,941,097 568,267,000 3.20%
6 MORGAN STANLEY 3,654,011 526,871,000 2.97%
7 Bank of New York Mellon Corp 3,478,388 501,549,000 2.82%
8 UBS Group AG 3,269,190 471,385,000 2.65%
9 STATE OF WISCONSIN INVESTMENT BOARD 3,068,100 442,389,000 2.49%
10 LPL Financial LLC 2,883,929 409,352,000 2.31%
11 KEYBANK NATIONAL ASSOCIATION/OH 2,396,289 345,521,000 1.95%
12 Valmark Advisers, Inc. 2,255,321 325,195,000 1.83%
13 PNC FINANCIAL SERVICES GROUP, INC. 2,147,745 309,683,000 1.74%
14 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,882,154 271,388,000 1.53%
15 ENVESTNET ASSET MANAGEMENT INC 1,686,836 243,225,000 1.37%
16 NORTHERN TRUST CORP 1,429,331 206,096,000 1.16%
17 BlackRock Finance, Inc. 1,325,696 191,152,000 1.08%
18 ROYAL BANK OF CANADA 1,259,214 181,567,000 1.02%
19 Creative Planning 1,247,925 179,938,000 1.01%
20 REGIONS FINANCIAL CORP 1,225,705 176,734,000 1.00%
21 ALESCO ADVISORS LLC 1,038,809 149,786,000 0.84%
22 CREDIT SUISSE AG/ 900,001 129,771,000 0.73%
23 SENTRY INVESTMENT MANAGEMENT LLC 844,000 121,696,000 0.69%
24 GOLDMAN SACHS GROUP INC 816,271 117,698,000 0.66%
25 FIFTH THIRD BANCORP 770,737 111,133,000 0.63%
26 MADISON INVESTMENT HOLDINGS INC 739,956 106,694,000 0.60%
27 CEDAR CAPITAL, LLC 688,990 99,345,000 0.56%
28 Veritable, L.P. 681,135 98,213,000 0.55%
29 UMB Bank, n.a. 543,806 78,411,000 0.44%
30 Acropolis Investment Management, LLC 511,018 73,684,000 0.41%
31 Haverford Trust Co 479,209 69,097,000 0.39%
32 BlackRock Investment Management, LLC 457,589 65,980,000 0.37%
33 Linscomb Wealth, Inc. 454,038 65,468,000 0.37%
34 1832 Asset Management L.P. 269,570 65,248,000 0.37%
35 M&T BANK CORP 441,114 63,606,000 0.36%
36 BOKF, NA 430,806 62,118,000 0.35%
37 BANK OF MONTREAL /CAN/ 423,426 61,054,000 0.34%
38 Legacy Wealth Management, Inc 413,248 59,586,000 0.34%
39 TIAA CREF TRUST CO FSB/MO 411,466 59,329,000 0.33%
40 Efficient Market Advisors, LLC 395,705 57,057,000 0.32%
41 Global Atlantic Investment Advisors, LLC 395,203 56,984,000 0.32%
42 COMERICA BANK 377,209 55,164,000 0.31%
43 ALPS ADVISORS INC 375,940 55,147,000 0.31%
44 Commonwealth Equity Services, Inc 377,687 54,459,000 0.31%
45 TIEDEMANN TRUST CO 371,927 53,628,000 0.30%
46 UNITED CAPITAL FINANCIAL ADVISORS, LLC 363,381 52,606,000 0.30%
47 AQR CAPITAL MANAGEMENT LLC 319,965 46,136,000 0.26%
48 PRINCIPAL FINANCIAL GROUP INC 317,433 45,771,000 0.26%
49 J.P. Morgan Private Wealth Advisors LLC 310,720 44,803,000 0.25%
50 Alaska Permanent Capital Management, LLC 309,686 44,653,000 0.25%
Page 1 of 15

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.