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

Institutional Holders (2016Q3)
Portfolio Summary: 762 Institutional holders with a total value of $19,626,723,955.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 JPMORGAN CHASE & CO 20,408,601 3,157,413,000 16.09%
2 WELLS FARGO & COMPANY/MN 13,589,002 2,102,355,000 10.71%
3 BANK OF AMERICA CORP /DE/ 6,939,209 1,073,566,000 5.47%
4 MORGAN STANLEY 4,342,777 671,871,000 3.42%
5 Edelman Financial Services, LLC 4,061,294 628,323,000 3.20%
6 UBS Group AG 3,784,237 585,459,000 2.98%
7 Bank of New York Mellon Corp 3,733,630 577,629,000 2.94%
8 BlackRock Institutional Trust Company, N.A. 3,514,126 543,670,000 2.77%
9 STATE OF WISCONSIN INVESTMENT BOARD 3,033,600 469,328,000 2.39%
10 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,617,596 404,968,000 2.06%
11 KEYBANK NATIONAL ASSOCIATION/OH 2,405,514 372,158,000 1.90%
12 ENVESTNET ASSET MANAGEMENT INC 2,284,979 353,509,000 1.80%
13 Valmark Advisers, Inc. 2,075,749 321,139,000 1.64%
14 PNC FINANCIAL SERVICES GROUP, INC. 1,943,730 300,714,000 1.53%
15 NORTHERN TRUST CORP 1,717,761 265,755,000 1.35%
16 BlackRock Finance, Inc. 1,456,387 225,317,000 1.15%
17 ROYAL BANK OF CANADA 1,372,753 212,380,000 1.08%
18 Creative Planning 1,312,793 203,102,000 1.03%
19 REGIONS FINANCIAL CORP 1,179,706 182,512,000 0.93%
20 CHURCHILL MANAGEMENT Corp 1,024,315 158,472,000 0.81%
21 ALESCO ADVISORS LLC 1,012,179 156,594,000 0.80%
22 FIFTH THIRD BANCORP 837,072 129,503,000 0.66%
23 BANK OF MONTREAL /CAN/ 833,253 128,913,000 0.66%
24 MADISON INVESTMENT HOLDINGS INC 759,837 117,554,000 0.60%
25 SENTRY INVESTMENT MANAGEMENT LLC 754,292 116,697,000 0.59%
26 Veritable, L.P. 663,806 102,697,000 0.52%
27 TD ASSET MANAGEMENT INC 648,368 100,309,000 0.51%
28 GOLDMAN SACHS GROUP INC 591,583 91,524,000 0.47%
29 Horizon Investments, LLC 586,989 90,813,000 0.46%
30 Commonwealth Equity Services, Inc 581,776 90,007,000 0.46%
31 BlackRock Investment Management, LLC 552,053 85,408,000 0.44%
32 UMB Bank, n.a. 539,914 83,531,000 0.43%
33 UNITED CAPITAL FINANCIAL ADVISORS, LLC 536,245 82,962,000 0.42%
34 State of Tennessee, Department of Treasury 530,000 81,996,000 0.42%
35 Acropolis Investment Management, LLC 512,118 79,230,000 0.40%
36 COMERICA BANK 500,686 77,050,000 0.39%
37 Legacy Wealth Management, Inc 493,184 76,300,000 0.39%
38 Haverford Trust Co 484,055 74,888,000 0.38%
39 Stadion Money Management, LLC 480,714 74,371,000 0.38%
40 TIAA CREF TRUST CO FSB/MO 470,847 72,845,000 0.37%
41 Linscomb Wealth, Inc. 452,410 69,992,000 0.36%
42 BOKF, NA 438,969 67,913,000 0.35%
43 M&T BANK CORP 434,266 67,185,000 0.34%
44 HUNTINGTON NATIONAL BANK 398,728 61,687,000 0.31% PRN
45 BSW Wealth Partners 9,271 59,924,000 0.31%
46 Global Atlantic Investment Advisors, LLC 366,031 56,629,000 0.29%
47 Efficient Market Advisors, LLC 358,585 55,477,000 0.28%
48 AMERIPRISE FINANCIAL INC 342,882 53,060,000 0.27%
49 TIEDEMANN ADVISORS, LLC 348,047 52,887,000 0.27%
50 PRINCIPAL FINANCIAL GROUP INC 319,333 49,404,000 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.