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

Institutional Holders (2016Q3)
Portfolio Summary: 341 Institutional holders with a total value of $2,216,476,261.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 2,680,588 334,564,000 15.09%
2 MORGAN STANLEY 1,656,642 206,766,000 9.33%
3 FMR LLC 1,106,622 138,118,000 6.23%
4 PNC FINANCIAL SERVICES GROUP, INC. 1,031,607 128,755,000 5.81%
5 Portfolio Solutions, LLC 989,980 123,559,000 5.57%
6 BANK OF AMERICA CORP /DE/ 821,959 102,589,000 4.63%
7 LPL Financial LLC 472,784 58,450,000 2.64%
8 UBS Group AG 467,433 58,340,000 2.63%
9 M&T BANK CORP 443,308 55,329,000 2.50%
10 ENVESTNET ASSET MANAGEMENT INC 343,068 42,818,000 1.93%
11 UNITED CAPITAL FINANCIAL ADVISORS, LLC 342,905 42,798,000 1.93%
12 ROYAL BANK OF CANADA 330,044 41,193,000 1.86%
13 STIFEL FINANCIAL CORP 195,417 24,066,000 1.09%
14 Cerity Partners OCIO LLC 191,436 23,893,000 1.08%
15 Raymond James Financial Services Advisors, Inc. 181,779 22,692,000 1.02%
16 BESSEMER GROUP INC 175,540 21,909,000 0.99%
17 Commonwealth Equity Services, Inc 168,524 21,033,000 0.95%
18 JANE STREET GROUP, LLC 155,800 19,445,000 0.88% Put
19 PROBITY ADVISORS, INC. 55,104 19,358,000 0.87%
20 FundX Investment Group, LLC 152,678 19,056,000 0.86%
21 Noven Financial Group, Inc. 139,582 17,421,000 0.79%
22 GHP Investment Advisors, Inc. 138,132 17,240,000 0.78%
23 PHILLIPS FINANCIAL MANAGEMENT, LLC 136,226 16,535,000 0.75%
24 BAILARD, INC. 128,813 16,077,000 0.73%
25 KEYBANK NATIONAL ASSOCIATION/OH 123,496 15,414,000 0.70%
26 CITIGROUP INC 118,533 14,794,000 0.67%
27 Simply Money Advisors 106,335 13,272,000 0.60%
28 TRUIST FINANCIAL CORP 105,633 13,184,000 0.59%
29 Mariner, LLC 95,535 11,924,000 0.54%
30 Cetera Advisor Networks LLC 93,923 11,722,000 0.53%
31 First Allied Advisory Services, Inc. 93,696 11,694,000 0.53%
32 J.P. Morgan Private Wealth Advisors LLC 93,195 11,631,000 0.52%
33 FIRST HAWAIIAN BANK 90,630 11,312,000 0.51%
34 BAIRD FINANCIAL GROUP, INC. 90,601 11,308,000 0.51%
35 NorthRock Partners, LLC 88,683 11,050,000 0.50%
36 Palisades Hudson Asset Management, L.P. 87,397 10,908,000 0.49%
37 BOKF, NA 86,465 10,792,000 0.49%
38 HOME FEDERAL BANK OF TENNESSEE 84,938 10,601,000 0.48%
39 AMERIPRISE FINANCIAL INC 82,435 10,293,000 0.46%
40 Spruce Investment Advisors LLC 77,912 9,724,000 0.44%
41 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 75,975 9,483,000 0.43%
42 Cambridge Investment Research Advisors, Inc. 75,101 9,373,000 0.42%
43 REGIONS FINANCIAL CORP 70,060 8,744,000 0.39%
44 RAYMOND JAMES & ASSOCIATES 67,118 8,377,000 0.38%
45 1834 INVESTMENT ADVISORS CO 67,067 8,371,000 0.38%
46 SPC Financial, Inc. 65,322 8,153,000 0.37%
47 Stratford Consulting, LLC 63,688 7,949,000 0.36%
48 SONATA CAPITAL GROUP INC 62,937 7,855,000 0.35%
49 CREDIT SUISSE AG/ 59,659 7,446,000 0.34%
50 Capital Analysts, LLC 59,466 7,421,994 0.33%
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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.