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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 241 Institutional holders with a total value of $2,152,062,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 8,542,336 457,016,000 21.24%
2 BlackRock Finance, Inc. 4,126,421 220,762,000 10.26%
3 UBS Group AG 2,214,150 118,457,000 5.50%
4 MORGAN STANLEY 1,958,373 104,773,000 4.87%
5 AMERIPRISE FINANCIAL INC 1,837,552 98,252,000 4.57%
6 UNITED SERVICES AUTOMOBILE ASSOCIATION 1,688,560 90,338,000 4.20%
7 WELLS FARGO & COMPANY/MN 1,663,988 89,023,000 4.14%
8 TEACHER RETIREMENT SYSTEM OF TEXAS 1,287,511 68,882,000 3.20%
9 Haverford Trust Co 1,131,986 60,561,000 2.81%
10 Allianz Asset Management GmbH 940,122 50,297,000 2.34%
11 STATE STREET CORP 900,566 48,180,000 2.24%
12 LPL Financial LLC 838,504 45,170,000 2.10%
13 1832 Asset Management L.P. 711,890 38,103,000 1.77%
14 Cerity Partners OCIO LLC 607,587 32,513,000 1.51%
15 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 573,439 30,678,987 1.43%
16 Raymond James Financial Services Advisors, Inc. 545,296 29,174,000 1.36%
17 ASPIRIANT, LLC 639,496 28,791,000 1.34%
18 JANE STREET GROUP, LLC 440,729 23,579,000 1.10%
19 BIEGEL & WALLER LLC 346,633 18,545,000 0.86%
20 Commonwealth Equity Services, Inc 314,505 16,826,000 0.78%
21 SECURIAN ASSET MANAGEMENT, INC 293,636 15,710,000 0.73%
22 ENVESTNET ASSET MANAGEMENT INC 267,938 14,336,000 0.67%
23 NOTTINGHAM ADVISORS, INC. 256,673 13,732,000 0.64%
24 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 252,328 13,499,000 0.63%
25 SG Americas Securities, LLC 239,324 12,804,000 0.59%
26 SMITH CHAS P & ASSOCIATES PA CPAS 236,903 12,674,000 0.59%
27 Mariner, LLC 235,268 12,587,000 0.58%
28 FMR LLC 206,838 11,066,000 0.51%
29 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 194,617 10,412,000 0.48%
30 Nan Shan Life Insurance Co., Ltd. 192,678 10,308,000 0.48%
31 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 179,014 9,577,000 0.45%
32 HECK CAPITAL ADVISORS, LLC 175,046 9,364,949 0.44%
33 UNITED CAPITAL FINANCIAL ADVISORS, LLC 171,949 9,199,000 0.43%
34 ROYAL BANK OF CANADA 171,177 9,158,000 0.43%
35 BANCO ITAU HOLDING FINANCEIRA S A 169,529 9,069,000 0.42%
36 Parsec Financial Management, Inc. 163,574 8,751,000 0.41%
37 CLEAR INVESTMENT RESEARCH, LLC 155,797 8,335,000 0.39%
38 Mitsubishi UFJ Asset Management Co., Ltd. 154,902 8,287,000 0.39%
39 Atria Investments, Inc 149,559 8,001,000 0.37%
40 New England Investment & Retirement Group, Inc. 141,263 7,558,000 0.35%
41 Vontobel Swiss Wealth Advisors AG 139,376 7,457,000 0.35%
42 ROPES WEALTH ADVISORS LLC 137,602 7,362,000 0.34%
43 Carroll Financial Associates, Inc. 136,171 7,285,000 0.34%
44 OPES ADVISORS INC 131,650 7,043,000 0.33%
45 Neumann Capital Management, LLC 125,558 6,717,000 0.31%
46 MADISON INVESTMENT HOLDINGS INC 124,868 6,680,000 0.31%
47 O'BRIEN WEALTH PARTNERS LLC 124,440 6,658,000 0.31%
48 First National Bank of Hutchinson 124,074 6,638,000 0.31%
49 JPMORGAN CHASE & CO 115,697 6,190,000 0.29%
50 Private Advisor Group, LLC 114,087 6,138,000 0.29%
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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.