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

Institutional Holders (2015Q1)
Portfolio Summary: 306 Institutional holders with a total value of $2,880,109,665.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PNC FINANCIAL SERVICES GROUP, INC. 3,454,714 382,091,000 13.27%
2 BANK OF AMERICA CORP /DE/ 2,158,022 238,677,000 8.29%
3 WEALTHFRONT CORP 2,151,467 237,952,000 8.26%
4 BB&T SECURITIES, LLC 180,539 199,676,000 6.93%
5 UBS Group AG 1,494,861 165,332,000 5.74%
6 WELLS FARGO & COMPANY/MN 1,477,493 163,411,000 5.67%
7 Creative Planning 1,308,704 144,743,000 5.03%
8 MORGAN STANLEY 1,257,029 139,028,000 4.83%
9 Betterment LLC 1,227,042 135,711,000 4.71%
10 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 548,289 60,641,000 2.11%
11 METROPOLITAN LIFE INSURANCE CO/NY 523,434 57,892,000 2.01%
12 ENVESTNET ASSET MANAGEMENT INC 492,239 54,442,000 1.89%
13 Ally Financial Inc. 455,000 50,323,000 1.75%
14 US BANCORP \DE\ 345,244 38,185,000 1.33%
15 MANNING & NAPIER ADVISORS LLC 315,673 34,913,000 1.21% PRN
16 UNITED CAPITAL FINANCIAL ADVISORS, LLC 307,852 33,734,000 1.17%
17 UNITED SERVICES AUTOMOBILE ASSOCIATION 284,648 31,482,000 1.09%
18 Veritable, L.P. 266,393 29,463,000 1.02%
19 JPMORGAN CHASE & CO 250,663 27,724,000 0.96%
20 Pinnacle Advisory Group, Inc. 248,059 27,435,000 0.95%
21 RAYMOND JAMES & ASSOCIATES 245,031 27,101,000 0.94%
22 LPL Financial LLC 244,037 26,947,000 0.94%
23 Goldstein Munger & Associates 224,565 24,837,000 0.86%
24 SEI INVESTMENTS CO 182,225 20,154,000 0.70%
25 Estate Counselors, LLC 127,070 14,054,000 0.49%
26 ROYAL BANK OF CANADA 123,891 13,702,000 0.48%
27 FIFTH THIRD BANCORP 123,210 13,627,000 0.47%
28 Beaumont Financial Partners, LLC 116,704 12,908,000 0.45%
29 CITIGROUP INC 102,308 11,315,000 0.39%
30 NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 94,728 10,477,000 0.36%
31 GOLDMAN SACHS GROUP INC 82,535 9,128,000 0.32%
32 PATTON ALBERTSON MILLER GROUP, LLC 82,050 9,075,000 0.32%
33 Cypress Capital Group 80,330 8,885,000 0.31%
34 Commonwealth Equity Services, Inc 77,224 8,541,000 0.30%
35 Hudock, Inc. 73,683 8,149,000 0.28%
36 KEYBANK NATIONAL ASSOCIATION/OH 73,620 8,142,000 0.28%
37 Salient Capital Advisors, LLC 72,360 8,003,000 0.28%
38 Sigma Investment Management Co 72,136 7,978,000 0.28%
39 First Allied Asset Management, Inc. 68,395 7,565,000 0.26%
40 AMERIPRISE FINANCIAL INC 65,565 7,243,000 0.25%
41 Bank of New York Mellon Corp 65,382 7,231,000 0.25%
42 GUGGENHEIM CAPITAL LLC 63,601 7,034,000 0.24%
43 3D ASSET MANAGEMENT, INC 62,683 6,933,000 0.24%
44 REGIONS FINANCIAL CORP 62,571 6,920,000 0.24%
45 Simply Money Advisors 62,335 6,894,000 0.24%
46 Orion Porfolio Solutions, LLC 60,528 6,694,000 0.23%
47 STIFEL FINANCIAL CORP 57,358 6,344,000 0.22%
48 TRUIST FINANCIAL CORP 56,684 6,270,000 0.22%
49 Corbenic Partners LLC 54,739 6,054,000 0.21%
50 MCF Advisors LLC 52,365 5,792,000 0.20%
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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.