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

Institutional Holders (2016Q1)
Portfolio Summary: 103 Institutional holders with a total value of $196,668,848.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 LPL Financial LLC 231,053 23,482,000 11.94%
2 MORGAN STANLEY 213,501 21,886,000 11.13%
3 PNC FINANCIAL SERVICES GROUP, INC. 159,733 16,374,000 8.33%
4 UBS Group AG 155,799 15,971,000 8.12%
5 Savant Capital, LLC 141,374 14,492,000 7.37%
6 WELLS FARGO & COMPANY/MN 122,363 12,543,000 6.38%
7 GOLDMAN SACHS GROUP INC 99,329 10,182,000 5.18%
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 91,900 9,423,000 4.79%
9 BANK OF AMERICA CORP /DE/ 64,768 6,639,000 3.38%
10 Lowe Wealth Advisors, LLC 55,046 5,643,000 2.87%
11 ASSET ADVISORS CORP 45,739 4,689,000 2.38%
12 Commonwealth Equity Services, Inc 33,661 3,451,000 1.75%
13 STIFEL FINANCIAL CORP 31,913 3,271,000 1.66%
14 Cetera Advisors LLC 26,730 2,738,000 1.39%
15 ROYAL BANK OF CANADA 26,185 2,685,000 1.37%
16 Biondo Investment Advisors, LLC 22,913 2,349,000 1.19%
17 CREDIT SUISSE AG/ 21,970 2,252,000 1.15%
18 Creative Planning 21,630 2,217,000 1.13%
19 SUNTRUST BANKS INC 18,859 1,932,000 0.98%
20 Thomasville National Bank 16,950 1,738,000 0.88%
21 CITADEL ADVISORS LLC 14,938 1,532,000 0.78%
22 Transamerica Financial Advisors, LLC 14,402 1,477,000 0.75%
23 ENVESTNET ASSET MANAGEMENT INC 14,198 1,455,000 0.74%
24 UNITED CAPITAL FINANCIAL ADVISORS, LLC 13,797 1,414,000 0.72%
25 Mathes Company, Inc. 12,800 1,312,000 0.67%
26 Bank of New York Mellon Corp 12,525 1,284,000 0.65%
27 Prospera Financial Services Inc 11,814 1,211,000 0.62%
28 TIAA CREF TRUST CO FSB/MO 10,556 1,082,000 0.55%
29 SII INVESTMENTS INC/WI 10,318 1,062,000 0.54%
30 HighTower Advisors, LLC 10,095 1,035,000 0.53%
31 Evanson Asset Management, LLC 9,951 1,020,000 0.52%
32 NewSquare Capital LLC 9,568 981,000 0.50%
33 RAYMOND JAMES & ASSOCIATES 9,335 957,000 0.49%
34 First Heartland Consultants, Inc. 8,036 824,000 0.42%
35 Cetera Advisor Networks LLC 7,823 803,000 0.41%
36 SOUTH TEXAS MONEY MANAGEMENT LTD 6,538 670,000 0.34%
37 AMERICAN INTERNATIONAL GROUP, INC. 6,102 626,000 0.32%
38 Cambridge Investment Research Advisors, Inc. 5,634 578,000 0.29%
39 SONATA CAPITAL GROUP INC 5,624 577,000 0.29%
40 KELMAN-LAZAROV, INC. 5,552 573,000 0.29%
41 Sigma Planning Corp 5,564 570,000 0.29%
42 AMERIPRISE FINANCIAL INC 5,203 533,000 0.27%
43 SPC Financial, Inc. 4,755 487,000 0.25%
44 Geneva Advisors, LLC 4,577 469,000 0.24%
45 NBT BANK N A /NY 4,472 458,000 0.23%
46 FMR LLC 4,289 440,000 0.22%
47 Intersect Capital LLC 5,323 435,000 0.22%
48 Private Advisor Group, LLC 4,177 428,000 0.22%
49 Stratos Wealth Partners, LTD. 4,164 427,000 0.22%
50 JPMORGAN CHASE & CO 4,067 417,000 0.21%
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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.