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

Institutional Holders (2016Q2)
Portfolio Summary: 104 Institutional holders with a total value of $178,942,284.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 209,272 21,896,000 12.24%
2 PNC FINANCIAL SERVICES GROUP, INC. 155,526 16,273,000 9.09%
3 UBS Group AG 146,376 15,315,000 8.56%
4 Savant Capital, LLC 140,503 14,701,000 8.22%
5 LPL Financial LLC 106,962 11,193,000 6.26%
6 WELLS FARGO & COMPANY/MN 104,278 10,910,000 6.10%
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 70,081 7,333,000 4.10%
8 BANK OF AMERICA CORP /DE/ 64,869 6,787,000 3.79%
9 Lowe Wealth Advisors, LLC 55,369 5,793,000 3.24%
10 GOLDMAN SACHS GROUP INC 49,315 5,160,000 2.88%
11 ASSET ADVISORS CORP 45,639 4,775,000 2.67%
12 STIFEL FINANCIAL CORP 31,937 3,341,000 1.87%
13 Commonwealth Equity Services, Inc 31,176 3,262,000 1.82%
14 Cetera Advisors LLC 27,147 2,837,000 1.59%
15 Biondo Investment Advisors, LLC 23,363 2,444,000 1.37%
16 Raymond James Financial Services Advisors, Inc. 22,466 2,351,000 1.31%
17 ROYAL BANK OF CANADA 21,935 2,295,000 1.28%
18 Creative Planning 21,596 2,260,000 1.26%
19 SUNTRUST BANKS INC 19,519 2,042,000 1.14%
20 ENVESTNET ASSET MANAGEMENT INC 18,863 1,974,000 1.10%
21 Thomasville National Bank 16,151 1,690,000 0.94%
22 Bank of New York Mellon Corp 15,041 1,574,000 0.88%
23 CREDIT SUISSE AG/ 13,854 1,450,000 0.81%
24 UNITED CAPITAL FINANCIAL ADVISORS, LLC 12,903 1,355,000 0.76%
25 Mathes Company, Inc. 12,800 1,339,000 0.75%
26 First Heartland Consultants, Inc. 10,840 1,134,000 0.63%
27 TIAA CREF TRUST CO FSB/MO 10,806 1,131,000 0.63%
28 Prospera Financial Services Inc 10,660 1,115,000 0.62%
29 HighTower Advisors, LLC 9,998 1,045,000 0.58%
30 Evanson Asset Management, LLC 9,958 1,042,000 0.58%
31 NewSquare Capital LLC 9,667 1,011,000 0.56%
32 RAYMOND JAMES & ASSOCIATES 9,402 984,000 0.55%
33 SII INVESTMENTS INC/WI 9,092 940,000 0.53%
34 Cetera Advisor Networks LLC 8,920 934,000 0.52%
35 Transamerica Financial Advisors, LLC 8,572 897,000 0.50%
36 Koshinski Asset Management, Inc. 7,493 872,000 0.49%
37 Stratos Wealth Partners, LTD. 7,843 821,000 0.46%
38 WESPAC Advisors, LLC 7,072 740,000 0.41%
39 Sigma Planning Corp 6,895 722,000 0.40%
40 SOUTH TEXAS MONEY MANAGEMENT LTD 6,538 684,000 0.38%
41 FMR LLC 5,873 615,000 0.34%
42 MSI Financial Services Inc 5,861 613,000 0.34%
43 SONATA CAPITAL GROUP INC 5,624 588,000 0.33%
44 AMERIPRISE FINANCIAL INC 5,568 583,000 0.33%
45 KELMAN-LAZAROV, INC. 5,552 582,238 0.33%
46 Timber Hill LLC 5,530 579,000 0.32%
47 ADVISOR GROUP, INC. 5,426 565,000 0.32%
48 Cambridge Investment Research Advisors, Inc. 5,117 535,000 0.30%
49 Beaumont Financial Partners, LLC 5,067 530,000 0.30%
50 SPC Financial, Inc. 4,705 492,000 0.27%
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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.