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

Institutional Holders (2016Q2)
Portfolio Summary: 737 Institutional holders with a total value of $18,338,286,469.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 JPMORGAN CHASE & CO 21,176,469 3,163,553,000 17.25%
2 WELLS FARGO & COMPANY/MN 14,298,577 2,136,065,000 11.65%
3 BANK OF AMERICA CORP /DE/ 6,639,217 991,833,000 5.41%
4 MORGAN STANLEY 4,179,461 624,369,000 3.40%
5 BlackRock Institutional Trust Company, N.A. 4,044,827 604,257,000 3.30%
6 Edelman Financial Services, LLC 4,005,397 598,366,000 3.26%
7 Bank of New York Mellon Corp 3,644,762 544,491,000 2.97%
8 UBS Group AG 3,468,333 518,134,000 2.83%
9 STATE OF WISCONSIN INVESTMENT BOARD 3,033,600 453,190,000 2.47%
10 KEYBANK NATIONAL ASSOCIATION/OH 2,392,510 357,417,000 1.95%
11 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,273,966 339,708,000 1.85%
12 Valmark Advisers, Inc. 2,164,597 323,369,000 1.76%
13 ENVESTNET ASSET MANAGEMENT INC 1,979,675 295,744,000 1.61%
14 PNC FINANCIAL SERVICES GROUP, INC. 1,876,455 280,323,000 1.53%
15 NORTHERN TRUST CORP 1,555,973 232,447,000 1.27%
16 BlackRock Finance, Inc. 1,415,070 211,397,000 1.15%
17 ROYAL BANK OF CANADA 1,340,791 200,300,000 1.09%
18 Creative Planning 1,289,726 192,672,000 1.05%
19 REGIONS FINANCIAL CORP 1,204,241 179,902,000 0.98%
20 ALESCO ADVISORS LLC 1,016,651 151,878,000 0.83%
21 SENTRY INVESTMENT MANAGEMENT LLC 850,500 127,056,000 0.69%
22 MADISON INVESTMENT HOLDINGS INC 774,912 115,764,000 0.63%
23 FIFTH THIRD BANCORP 763,904 114,120,000 0.62%
24 Veritable, L.P. 663,740 99,156,000 0.54%
25 CEDAR CAPITAL, LLC 561,507 83,883,000 0.46%
26 UMB Bank, n.a. 550,569 82,249,000 0.45%
27 BANK OF MONTREAL /CAN/ 538,463 80,441,000 0.44%
28 Stadion Money Management, LLC 519,564 77,618,000 0.42%
29 Acropolis Investment Management, LLC 511,335 76,388,000 0.42%
30 BlackRock Investment Management, LLC 501,530 74,924,000 0.41%
31 Haverford Trust Co 483,493 72,229,000 0.39%
32 UNITED CAPITAL FINANCIAL ADVISORS, LLC 475,860 70,903,000 0.39%
33 Commonwealth Equity Services, Inc 469,577 70,150,000 0.38%
34 COMERICA BANK 435,649 67,953,000 0.37%
35 TIAA CREF TRUST CO FSB/MO 454,743 67,934,000 0.37%
36 TD ASSET MANAGEMENT INC 449,522 67,154,000 0.37%
37 M&T BANK CORP 447,656 66,875,000 0.36%
38 Linscomb Wealth, Inc. 445,272 66,519,000 0.36%
39 BOKF, NA 439,372 65,637,000 0.36%
40 Legacy Wealth Management, Inc 402,024 60,058,000 0.33%
41 State of Tennessee, Department of Treasury 400,000 59,756,000 0.33%
42 HUNTINGTON NATIONAL BANK 383,371 57,272,000 0.31% PRN
43 Global Atlantic Investment Advisors, LLC 378,155 56,493,000 0.31%
44 GOLDMAN SACHS GROUP INC 363,404 54,289,000 0.30%
45 Efficient Market Advisors, LLC 355,418 53,096,000 0.29%
46 ALPS ADVISORS INC 353,396 52,794,000 0.29%
47 AQR CAPITAL MANAGEMENT LLC 319,088 47,669,000 0.26%
48 PRINCIPAL FINANCIAL GROUP INC 318,533 47,586,000 0.26%
49 STATE OF MICHIGAN RETIREMENT SYSTEM 316,700 47,312,000 0.26%
50 Alaska Permanent Capital Management, LLC 304,656 45,512,000 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.