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

Institutional Holders (2016Q3)
Portfolio Summary: 107 Institutional holders with a total value of $189,018,062.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 197,311 21,414,000 11.33%
2 PNC FINANCIAL SERVICES GROUP, INC. 150,954 16,383,000 8.67%
3 UBS Group AG 142,378 15,452,000 8.17%
4 Savant Capital, LLC 138,931 15,078,000 7.98%
5 WELLS FARGO & COMPANY/MN 105,176 11,415,000 6.04%
6 LPL Financial LLC 105,861 11,384,000 6.02%
7 BANK OF AMERICA CORP /DE/ 65,804 7,141,000 3.78%
8 ENVESTNET ASSET MANAGEMENT INC 63,363 6,877,000 3.64%
9 Lowe Wealth Advisors, LLC 54,844 5,952,000 3.15%
10 ASSET ADVISORS CORP 45,639 4,953,000 2.62%
11 CREDIT SUISSE AG/ 42,925 4,659,000 2.46%
12 GUIDANT WEALTH ADVISORS 40,389 4,343,000 2.30%
13 Beaumont Financial Partners, LLC 36,796 3,993,000 2.11%
14 STIFEL FINANCIAL CORP 30,543 3,308,000 1.75%
15 Commonwealth Equity Services, Inc 28,629 3,107,000 1.64%
16 Cetera Advisors LLC 25,217 2,736,000 1.45%
17 Biondo Investment Advisors, LLC 23,420 2,542,000 1.34%
18 Raymond James Financial Services Advisors, Inc. 22,583 2,451,000 1.30%
19 Creative Planning 21,641 2,349,000 1.24%
20 SUNTRUST BANKS INC 19,425 2,107,000 1.11%
21 SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,710 1,814,000 0.96%
22 Bank of New York Mellon Corp 16,475 1,788,000 0.95%
23 Thomasville National Bank 15,674 1,701,000 0.90%
24 ROYAL BANK OF CANADA 14,931 1,621,000 0.86%
25 Timber Hill LLC 13,187 1,431,000 0.76%
26 ADVISOR GROUP, INC. 13,098 1,422,000 0.75%
27 First Heartland Consultants, Inc. 12,841 1,394,000 0.74%
28 Mathes Company, Inc. 12,800 1,389,000 0.73%
29 CAVALIER INVESTMENTS, LLC 12,379 1,343,000 0.71%
30 UNITED CAPITAL FINANCIAL ADVISORS, LLC 12,190 1,323,000 0.70%
31 TIAA CREF TRUST CO FSB/MO 10,872 1,180,000 0.62%
32 Prospera Financial Services Inc 10,738 1,165,000 0.62%
33 HighTower Advisors, LLC 10,000 1,084,000 0.57%
34 NewSquare Capital LLC 9,560 1,038,000 0.55%
35 RAYMOND JAMES & ASSOCIATES 9,355 1,015,000 0.54%
36 Evanson Asset Management, LLC 7,999 868,000 0.46%
37 SII INVESTMENTS INC/WI 7,418 812,000 0.43%
38 ALLEGIS INVESTMENT ADVISORS, LLC 6,984 758,000 0.40%
39 Sigma Planning Corp 6,914 750,000 0.40%
40 SOUTH TEXAS MONEY MANAGEMENT LTD 6,538 710,000 0.38%
41 LADENBURG THALMANN FINANCIAL SERVICES INC. 6,041 655,000 0.35%
42 FMR LLC 5,967 648,000 0.34%
43 SONATA CAPITAL GROUP INC 5,652 613,000 0.32%
44 Concert Wealth Management Inc. 5,524 600,000 0.32%
45 KELMAN-LAZAROV, INC. 5,552 597,062 0.32%
46 Transamerica Financial Advisors, LLC 5,487 596,000 0.32%
47 MSI Financial Services Inc 5,463 593,000 0.31%
48 Cetera Advisor Networks LLC 5,455 592,000 0.31%
49 Cambridge Investment Research Advisors, Inc. 5,433 590,000 0.31%
50 Koshinski Asset Management, Inc. 5,405 587,000 0.31%
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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.