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

Institutional Holders (2014Q4)
Portfolio Summary: 302 Institutional holders with a total value of $2,590,583,722.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PNC FINANCIAL SERVICES GROUP, INC. 3,587,871 395,886,000 15.28%
2 BANK OF AMERICA CORP /DE/ 1,980,096 218,484,000 8.43%
3 WEALTHFRONT CORP 1,843,568 203,419,000 7.85%
4 BB&T SECURITIES, LLC 170,711 188,362,000 7.27%
5 WELLS FARGO & COMPANY/MN 1,484,256 163,773,000 6.32%
6 MORGAN STANLEY 1,267,166 139,819,000 5.40%
7 UBS Group AG 1,135,771 125,321,000 4.84%
8 Creative Planning 1,014,531 111,943,000 4.32%
9 Betterment LLC 548,217 60,490,000 2.33%
10 METROPOLITAN LIFE INSURANCE CO/NY 500,709 55,248,000 2.13%
11 US BANCORP \DE\ 332,209 36,656,000 1.41%
12 MANNING & NAPIER ADVISORS LLC 305,136 33,668,000 1.30% PRN
13 ENVESTNET ASSET MANAGEMENT INC 292,161 32,237,000 1.24%
14 UNITED SERVICES AUTOMOBILE ASSOCIATION 285,852 31,541,000 1.22%
15 Veritable, L.P. 266,163 29,368,000 1.13%
16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 262,191 28,930,000 1.12%
17 UNITED CAPITAL FINANCIAL ADVISORS, LLC 252,357 27,845,000 1.07%
18 Pinnacle Advisory Group, Inc. 239,429 26,418,000 1.02%
19 Goldstein Munger & Associates 227,506 25,103,000 0.97%
20 RAYMOND JAMES & ASSOCIATES 201,043 22,183,000 0.86%
21 JPMORGAN CHASE & CO 200,896 22,167,000 0.86%
22 LPL Financial LLC 198,093 21,858,000 0.84%
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 150,300 16,584,000 0.64% Put
24 PIERSHALE FINANCIAL GROUP, INC. 145,399 16,043,000 0.62%
25 Corbenic Partners LLC 140,505 15,503,000 0.60%
26 FIFTH THIRD BANCORP 134,437 14,834,000 0.57%
27 ROYAL BANK OF CANADA 128,867 14,219,000 0.55%
28 SEI INVESTMENTS CO 123,888 13,669,000 0.53%
29 Estate Counselors, LLC 114,520 12,636,000 0.49%
30 JANE STREET GROUP, LLC 110,719 12,217,000 0.47%
31 GOLDMAN SACHS GROUP INC 108,160 11,934,000 0.46%
32 Placemark Investments, Inc. 95,198 10,504,000 0.41%
33 NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 79,950 8,822,000 0.34%
34 Beaumont Financial Partners, LLC 76,982 8,494,000 0.33%
35 Bank of New York Mellon Corp 73,818 8,145,000 0.31%
36 KEYBANK NATIONAL ASSOCIATION/OH 73,151 8,072,000 0.31%
37 MANAGED ACCOUNT ADVISORS LLC 72,940 8,048,000 0.31%
38 BlackRock Investment Management, LLC 72,705 8,022,000 0.31%
39 CITIGROUP INC 72,527 8,003,000 0.31%
40 Windham Capital Management, LLC 72,231 7,970,000 0.31%
41 Cypress Capital Group 72,205 7,967,000 0.31%
42 Commonwealth Equity Services, Inc 71,484 7,887,000 0.30%
43 Sigma Investment Management Co 70,983 7,832,000 0.30%
44 First Allied Asset Management, Inc. 67,817 7,481,000 0.29%
45 GUGGENHEIM CAPITAL LLC 65,406 7,218,000 0.28%
46 Hudock, Inc. 65,122 7,186,000 0.28%
47 Simply Money Advisors 62,905 6,941,000 0.27%
48 Orion Porfolio Solutions, LLC 60,968 6,727,000 0.26%
49 PATTON ALBERTSON MILLER GROUP, LLC 59,060 6,517,000 0.25%
50 REGIONS FINANCIAL CORP 57,910 6,390,000 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.