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

Institutional Holders (2017Q2)
Portfolio Summary: 380 Institutional holders with a total value of $3,325,815,285.
#
Manager Name
Shares
Value ($)
%
Options
Notes
351 DUFF & PHELPS INVESTMENT MANAGEMENT CO 110,540 16,421,000 0.49%
352 BENJAMIN F. EDWARDS & COMPANY, INC. 111,671 16,589,000 0.50%
353 BANK OF MONTREAL /CAN/ 117,398 17,440,000 0.52%
354 Rex Capital Advisors, LLC 140,078 20,809,000 0.63%
355 Commonwealth Equity Services, Inc 142,202 21,124,000 0.64%
356 FIRST MERCHANTS CORP 144,939 21,531,000 0.65%
357 D.A. DAVIDSON & CO. 146,765 21,801,000 0.66%
358 BOKF, NA 151,028 22,436,000 0.67%
359 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 152,603 22,670,000 0.68%
360 CULLEN/FROST BANKERS, INC. 154,696 22,980,000 0.69%
361 ROYAL BANK OF CANADA 162,857 24,193,000 0.73%
362 HIGHFIELDS CAPITAL MANAGEMENT LP 171,291 25,445,000 0.77%
363 LPL Financial LLC 177,165 26,318,000 0.79%
364 LADENBURG THALMANN FINANCIAL SERVICES INC. 203,482 30,227,000 0.91%
365 PALLADIUM PARTNERS LLC 207,615 30,841,000 0.93%
366 ALESCO ADVISORS LLC 218,015 32,386,000 0.97%
367 KEYBANK NATIONAL ASSOCIATION/OH 223,065 33,136,000 1.00%
368 ENVESTNET ASSET MANAGEMENT INC 233,686 34,714,000 1.04%
369 RAYMOND JAMES & ASSOCIATES 247,006 36,693,000 1.10%
370 Evensky & Katz LLC 287,725 42,741,000 1.29%
371 STIFEL FINANCIAL CORP 324,219 48,138,000 1.45%
372 AXA S.A. 383,321 56,942,000 1.71%
373 NORTHERN TRUST CORP 388,144 57,659,000 1.73%
374 MEMBERS TRUST CO 573,208 85,150,000 2.56%
375 UBS Group AG 640,042 95,078,000 2.86%
376 PNC FINANCIAL SERVICES GROUP, INC. 670,358 99,582,000 2.99%
377 Edelman Financial Services, LLC 844,320 125,424,000 3.77%
378 BANK OF AMERICA CORP /DE/ 993,835 147,634,000 4.44%
379 MORGAN STANLEY 1,986,504 295,096,000 8.87%
380 WELLS FARGO & COMPANY/MN 7,602,944 1,129,417,000 33.96%
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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.