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

Institutional Holders (2017Q2)
Portfolio Summary: 446 Institutional holders with a total value of $5,150,266,304.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 7,649,838 646,334,000 12.55%
2 AMERIPRISE FINANCIAL INC 6,102,501 513,581,000 9.97%
3 BlackRock Finance, Inc. 3,868,356 326,837,000 6.35%
4 MORGAN STANLEY 3,692,038 311,941,000 6.06%
5 UBS Group AG 3,691,866 311,925,000 6.06%
6 MEMBERS TRUST CO 2,561,991 216,463,000 4.20%
7 WELLS FARGO & COMPANY/MN 2,254,687 190,499,000 3.70%
8 ENVESTNET ASSET MANAGEMENT INC 1,564,107 132,146,000 2.57%
9 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1,528,905 129,177,000 2.51%
10 PARAMETRIC PORTFOLIO ASSOCIATES LLC 1,254,320 105,977,000 2.06%
11 ROYAL BANK OF CANADA 1,142,604 96,539,000 1.87%
12 PNC FINANCIAL SERVICES GROUP, INC. 1,018,275 86,035,000 1.67%
13 VCU INVESTMENT MANAGEMENT CO 962,167 81,293,000 1.58%
14 HAYS ADVISORY LLC 913,921 77,217,000 1.50%
15 JNBA Financial Advisors 706,287 59,674,000 1.16%
16 Valmark Advisers, Inc. 624,801 52,789,000 1.02%
17 STIFEL FINANCIAL CORP 565,758 47,786,000 0.93%
18 ACORNS ADVISERS, LLC 19,501 43,939,000 0.85%
19 VOYA INVESTMENT MANAGEMENT LLC 452,626 38,242,000 0.74%
20 MILLENNIUM MANAGEMENT LLC 433,829 36,654,000 0.71%
21 ASSETMARK, INC 432,060 36,505,000 0.71%
22 People's United Financial, Inc. 430,014 36,331,000 0.71%
23 PineBridge Investments, L.P. 399,000 33,712,000 0.65%
24 UNITED CAPITAL FINANCIAL ADVISORS, LLC 394,306 33,315,000 0.65%
25 Efficient Advisors, LLC 389,473 32,907,000 0.64%
26 SUNTRUST BANKS INC 378,791 32,004,000 0.62%
27 JPMORGAN CHASE & CO 378,273 31,960,000 0.62%
28 LPL Financial LLC 374,951 31,680,000 0.62%
29 BRAMSHILL INVESTMENTS, LLC 372,530 31,475,000 0.61%
30 W. E. DONOGHUE & CO., LLC 363,970 30,752,000 0.60%
31 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 357,176 30,178,000 0.59%
32 Richard Bernstein Advisors LLC 344,332 29,092,000 0.56%
33 COMMERZBANK AKTIENGESELLSCHAFT /FI 332,800 28,118,000 0.55%
34 GOLDMAN SACHS GROUP INC 321,007 27,121,000 0.53%
35 Mount Lucas Management LP 316,828 26,769,000 0.52%
36 JAMES INVESTMENT RESEARCH, INC. 299,890 25,338,000 0.49%
37 WADE G W & INC 298,223 25,197,000 0.49%
38 KEYBANK NATIONAL ASSOCIATION/OH 296,769 25,074,000 0.49%
39 BANK OF MONTREAL /CAN/ 293,564 24,803,000 0.48%
40 SYNOVUS FINANCIAL CORP 243,804 20,599,000 0.40%
41 ZACKS INVESTMENT MANAGEMENT 226,485 19,136,000 0.37%
42 Fisher Asset Management, LLC 226,371 19,126,000 0.37%
43 Raymond James Financial Services Advisors, Inc. 222,130 18,768,000 0.36%
44 LADENBURG THALMANN FINANCIAL SERVICES INC. 211,450 17,866,000 0.35%
45 Ifrah Financial Services, Inc. 207,938 17,569,000 0.34%
46 Deane Retirement Strategies, Inc. 206,712 17,465,000 0.34%
47 Twele Capital Management, Inc. 195,957 16,556,000 0.32%
48 IndexIQ Advisors LLC 195,365 16,506,000 0.32%
49 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 188,341 15,913,000 0.31%
50 RAYMOND JAMES & ASSOCIATES 183,289 15,486,000 0.30%
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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.