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

Institutional Holders (2016Q4)
Portfolio Summary: 883 Institutional holders with a total value of $22,611,253,194.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 JPMORGAN CHASE & CO 19,766,299 3,268,160,000 14.45%
2 WELLS FARGO & COMPANY/MN 16,100,749 2,662,098,000 11.77%
3 BANK OF AMERICA CORP /DE/ 7,499,765 1,240,012,000 5.48%
4 MORGAN STANLEY 4,744,185 784,404,000 3.47%
5 Bank of New York Mellon Corp 4,632,536 765,942,000 3.39%
6 UBS Group AG 4,057,133 670,806,000 2.97%
7 Edelman Financial Services, LLC 4,033,451 666,891,000 2.95%
8 BlackRock Institutional Trust Company, N.A. 3,540,604 585,403,000 2.59%
9 STATE OF WISCONSIN INVESTMENT BOARD 3,038,400 502,369,000 2.22%
10 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,915,002 482,064,000 2.13%
11 KEYBANK NATIONAL ASSOCIATION/OH 2,571,227 425,127,000 1.88%
12 ENVESTNET ASSET MANAGEMENT INC 2,473,493 408,966,000 1.81%
13 PNC FINANCIAL SERVICES GROUP, INC. 2,063,631 341,202,000 1.51%
14 Valmark Advisers, Inc. 1,910,023 315,803,000 1.40%
15 NORTHERN TRUST CORP 1,861,832 307,835,000 1.36%
16 ROYAL BANK OF CANADA 1,566,071 258,933,000 1.15%
17 BlackRock Finance, Inc. 1,357,747 224,490,000 0.99%
18 Creative Planning 1,297,810 214,580,000 0.95%
19 REGIONS FINANCIAL CORP 1,210,305 200,112,000 0.89%
20 CHURCHILL MANAGEMENT Corp 1,052,884 174,084,000 0.77%
21 ALESCO ADVISORS LLC 1,021,541 168,902,000 0.75%
22 FIFTH THIRD BANCORP 993,884 164,329,000 0.73%
23 BANK OF MONTREAL /CAN/ 963,324 156,560,000 0.69%
24 MADISON INVESTMENT HOLDINGS INC 777,029 128,474,000 0.57%
25 SENTRY INVESTMENT MANAGEMENT LLC 754,809 124,800,000 0.55%
26 Veritable, L.P. 717,631 118,653,000 0.52%
27 SCOTTRADE INVESTMENT MANAGEMENT 643,781 106,443,000 0.47%
28 Commonwealth Equity Services, Inc 608,120 100,547,000 0.44%
29 BlackRock Investment Management, LLC 603,649 99,807,000 0.44%
30 UMB Bank, n.a. 597,727 98,829,000 0.44%
31 TIAA CREF TRUST CO FSB/MO 526,641 87,075,000 0.39%
32 TD ASSET MANAGEMENT INC 501,045 82,842,000 0.37%
33 Acropolis Investment Management, LLC 499,821 82,640,000 0.37%
34 Haverford Trust Co 491,552 81,273,000 0.36%
35 Legacy Wealth Management, Inc 486,572 80,449,833 0.36%
36 1832 Asset Management L.P. 959,829 80,097,000 0.35%
37 AMERIPRISE FINANCIAL INC 468,504 77,431,000 0.34%
38 COMERICA BANK 456,320 76,716,000 0.34%
39 GOLDMAN SACHS GROUP INC 460,389 76,121,000 0.34%
40 BOKF, NA 455,981 75,392,000 0.33%
41 Linscomb Wealth, Inc. 452,561 74,826,000 0.33%
42 FACTORY MUTUAL INSURANCE CO 450,000 74,443,000 0.33%
43 State of Tennessee, Department of Treasury 440,000 72,750,000 0.32%
44 HUNTINGTON NATIONAL BANK 439,566 72,678,000 0.32% PRN
45 M&T BANK CORP 436,243 72,129,000 0.32%
46 Stadion Money Management, LLC 409,732 67,745,000 0.30%
47 BlackRock Fund Advisors 383,141 63,349,000 0.28%
48 CEDAR CAPITAL, LLC 376,313 62,220,000 0.28%
49 CADINHA & CO LLC 372,175 61,535,000 0.27%
50 STIFEL FINANCIAL CORP 371,338 61,342,000 0.27%
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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.