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

Institutional Holders (2016Q4)
Portfolio Summary: 107 Institutional holders with a total value of $206,944,101.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 203,926 22,850,000 11.04%
2 BANK OF AMERICA CORP /DE/ 159,527 17,875,000 8.64%
3 PNC FINANCIAL SERVICES GROUP, INC. 150,922 16,911,000 8.17%
4 Savant Capital, LLC 137,152 15,368,000 7.43%
5 UBS Group AG 136,920 15,342,000 7.41%
6 WELLS FARGO & COMPANY/MN 109,758 12,299,000 5.94%
7 LPL Financial LLC 104,411 11,786,000 5.70%
8 Lowe Wealth Advisors, LLC 54,113 6,063,000 2.93%
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 53,315 5,974,000 2.89%
10 ASSET ADVISORS CORP 45,639 5,114,000 2.47%
11 Commonwealth Equity Services, Inc 36,086 4,043,000 1.95%
12 SG Americas Securities, LLC 35,968 4,030,000 1.95%
13 Bank of New York Mellon Corp 34,751 3,894,000 1.88%
14 GUIDANT WEALTH ADVISORS 32,290 3,683,000 1.78%
15 STIFEL FINANCIAL CORP 30,088 3,366,000 1.63%
16 ENVESTNET ASSET MANAGEMENT INC 28,804 3,228,000 1.56%
17 Cetera Advisors LLC 24,996 2,799,000 1.35%
18 Biondo Investment Advisors, LLC 23,255 2,606,000 1.26%
19 First Heartland Consultants, Inc. 20,606 2,309,000 1.12%
20 Raymond James Financial Services Advisors, Inc. 19,903 2,230,000 1.08%
21 Creative Planning 19,210 2,152,000 1.04%
22 CREDIT SUISSE AG/ 17,030 1,908,000 0.92%
23 SUNTRUST BANKS INC 16,724 1,873,000 0.91%
24 ROYAL BANK OF CANADA 15,510 1,738,000 0.84%
25 NewSquare Capital LLC 12,941 1,450,000 0.70%
26 Mathes Company, Inc. 12,800 1,434,000 0.69%
27 Beaumont Financial Partners, LLC 12,559 1,407,000 0.68%
28 UNITED CAPITAL FINANCIAL ADVISORS, LLC 11,750 1,317,000 0.64%
29 NATIONAL PLANNING CORP 11,038 1,263,000 0.61%
30 Prospera Financial Services Inc 10,727 1,219,000 0.59%
31 TIAA CREF TRUST CO FSB/MO 10,872 1,218,000 0.59%
32 CAVALIER INVESTMENTS, LLC 10,857 1,217,000 0.59%
33 Cetera Advisor Networks LLC 10,020 1,125,000 0.54%
34 ADVISOR GROUP, INC. 9,970 1,117,000 0.54%
35 HighTower Advisors, LLC 9,950 1,115,000 0.54%
36 IBEX WEALTH ADVISORS 9,424 1,073,000 0.52%
37 ALLEGIS INVESTMENT ADVISORS, LLC 8,216 921,000 0.45%
38 RAYMOND JAMES & ASSOCIATES 8,141 912,000 0.44%
39 Evanson Asset Management, LLC 7,973 893,000 0.43%
40 LADENBURG THALMANN FINANCIAL SERVICES INC. 7,654 858,000 0.41%
41 SII INVESTMENTS INC/WI 6,682 741,000 0.36%
42 SOUTH TEXAS MONEY MANAGEMENT LTD 6,538 733,000 0.35%
43 MSI Financial Services Inc 6,396 716,000 0.35%
44 SONATA CAPITAL GROUP INC 5,652 633,000 0.31%
45 KELMAN-LAZAROV, INC. 5,552 622,101 0.30%
46 Sigma Planning Corp 5,384 603,000 0.29%
47 Koshinski Asset Management, Inc. 5,307 595,000 0.29%
48 AMERIPRISE FINANCIAL INC 5,292 593,000 0.29%
49 Cambridge Investment Research Advisors, Inc. 5,248 588,000 0.28%
50 BANCO SANTANDER CENTRAL HISPANO SA 5,589 565,000 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.