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

Institutional Holders (2015Q3)
Portfolio Summary: 98 Institutional holders with a total value of $216,195,944.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 345,195 33,305,000 15.41%
2 J.P. Turner & Co Capital Mnagement, LLC 300,419 28,980,000 13.40%
3 WELLS FARGO & COMPANY/MN 203,036 19,589,000 9.06%
4 PNC FINANCIAL SERVICES GROUP, INC. 164,187 15,841,000 7.33%
5 Savant Capital, LLC 146,302 14,115,000 6.53%
6 UBS Group AG 123,560 11,921,000 5.51%
7 LPL Financial LLC 116,532 11,639,000 5.38%
8 GOLDMAN SACHS GROUP INC 100,842 9,729,000 4.50%
9 Lowe Wealth Advisors, LLC 88,633 8,551,000 3.96%
10 BANK OF AMERICA CORP /DE/ 62,101 5,991,000 2.77%
11 ASSET ADVISORS CORP 47,239 4,558,000 2.11%
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 45,118 4,349,000 2.01%
13 Commonwealth Equity Services, Inc 33,105 3,194,000 1.48%
14 STIFEL FINANCIAL CORP 31,696 3,058,000 1.41%
15 Cetera Advisors LLC 25,076 2,425,000 1.12%
16 Biondo Investment Advisors, LLC 22,808 2,201,000 1.02%
17 Creative Planning 22,711 2,191,000 1.01%
18 SUNTRUST BANKS INC 20,180 1,946,000 0.90%
19 Raymond James Financial Services Advisors, Inc. 19,243 1,857,000 0.86%
20 Thomasville National Bank 17,696 1,707,000 0.79%
21 Transamerica Financial Advisors, LLC 17,663 1,705,000 0.79%
22 ROYAL BANK OF CANADA 17,028 1,643,000 0.76%
23 UNITED CAPITAL FINANCIAL ADVISORS, LLC 16,110 1,554,000 0.72%
24 RAYMOND JAMES & ASSOCIATES 13,569 1,309,000 0.61%
25 ENVESTNET ASSET MANAGEMENT INC 12,836 1,238,000 0.57%
26 Mathes Company, Inc. 12,800 1,235,000 0.57%
27 SII INVESTMENTS INC/WI 11,256 1,091,000 0.50%
28 TIAA CREF TRUST CO FSB/MO 10,556 1,018,000 0.47%
29 HighTower Advisors, LLC 10,138 978,000 0.45%
30 Evanson Asset Management, LLC 9,928 958,000 0.44%
31 JANE STREET GROUP, LLC 9,871 952,000 0.44%
32 Prospera Financial Services Inc 9,764 942,000 0.44%
33 NewSquare Capital LLC 7,235 698,000 0.32%
34 SOUTH TEXAS MONEY MANAGEMENT LTD 7,033 679,000 0.31%
35 AMERICAN INTERNATIONAL GROUP, INC. 6,334 611,000 0.28%
36 SONATA CAPITAL GROUP INC 5,624 543,000 0.25%
37 Sigma Planning Corp 5,614 542,000 0.25%
38 SPC Financial, Inc. 5,085 491,000 0.23%
39 MID CONTINENT CAPITAL LLC/IL 4,928 476,000 0.22%
40 AMERIPRISE FINANCIAL INC 4,786 462,000 0.21%
41 Cambridge Investment Research Advisors, Inc. 4,713 455,000 0.21%
42 Stratos Wealth Partners, LTD. 4,467 431,000 0.20%
43 WESPAC Advisors, LLC 4,404 425,000 0.20%
44 FMR LLC 4,290 414,000 0.19%
45 JPMORGAN CHASE & CO 4,266 411,000 0.19%
46 Geneva Advisors, LLC 3,963 382,000 0.18%
47 CORTLAND ASSOCIATES INC/MO 3,625 350,000 0.16%
48 CITIGROUP INC 3,551 342,000 0.16%
49 Eidelman Virant Capital 3,400 328,000 0.15%
50 Cambridge Advisors Inc. 4,260 310,000 0.14%
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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.