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ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF. Institutional holdings reported to the SEC.

Institutional Holders (2015Q4)
Portfolio Summary: 290 Institutional holders with a total value of $4,008,656,909.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 6,085,754 652,879,000 16.29%
2 ROYAL BANK OF CANADA 1,801,188 193,231,000 4.82%
3 UBS Group AG 1,661,225 178,216,000 4.45%
4 BANK OF AMERICA CORP /DE/ 1,615,751 173,337,000 4.32%
5 PNC FINANCIAL SERVICES GROUP, INC. 1,437,262 154,190,000 3.85%
6 MORGAN STANLEY 1,414,763 151,776,000 3.79%
7 GOLDMAN SACHS GROUP INC 1,327,119 142,374,000 3.55%
8 BlackRock Finance, Inc. 1,297,082 139,151,000 3.47%
9 ENVESTNET ASSET MANAGEMENT INC 1,279,339 137,193,000 3.42%
10 KEYBANK NATIONAL ASSOCIATION/OH 1,180,126 126,604,000 3.16%
11 ASSETMARK, INC 1,155,183 123,928,000 3.09%
12 FRANKLIN RESOURCES INC 989,882 106,194,000 2.65%
13 RAYMOND JAMES & ASSOCIATES 842,850 90,422,000 2.26%
14 Simply Money Advisors 741,248 79,521,000 1.98%
15 LPL Financial LLC 617,289 66,245,000 1.65%
16 SWISS RE LTD 544,500 58,414,000 1.46%
17 Raymond James Financial Services Advisors, Inc. 515,886 55,344,000 1.38%
18 Bank of New York Mellon Corp 501,017 53,749,000 1.34%
19 PARK AVENUE SECURITIES LLC 475,925 51,057,000 1.27%
20 Haverford Trust Co 400,219 42,936,000 1.07%
21 STIFEL FINANCIAL CORP 367,899 39,376,000 0.98%
22 Cerity Partners OCIO LLC 361,043 38,733,000 0.97%
23 Horizon Investments, LLC 349,496 37,494,000 0.94%
24 Bangor Savings Bank 310,365 33,296,000 0.83%
25 US BANCORP \DE\ 302,778 32,483,000 0.81%
26 Sage Advisory Services, Ltd.Co. 296,673 31,818,000 0.79%
27 Global Atlantic Investment Advisors, LLC 296,211 31,778,000 0.79%
28 Capital Analysts, LLC 245,433 26,330,120 0.66%
29 Charles Schwab Investment Advisory, Inc. 242,350 26,000,000 0.65%
30 JANE STREET GROUP, LLC 241,518 25,910,000 0.65%
31 FDx Advisors, Inc. 226,377 24,286,000 0.61%
32 CURIAN CAPITAL LLC 220,056 23,608,000 0.59%
33 NEW YORK LIFE INVESTMENT MANAGEMENT LLC 218,550 23,446,000 0.58%
34 AMERIPRISE FINANCIAL INC 213,587 22,892,000 0.57%
35 ARKANSAS FINANCIAL GROUP, INC. 210,730 22,607,000 0.56%
36 Sabal Trust CO 203,648 21,847,000 0.54%
37 JAMES INVESTMENT RESEARCH, INC. 197,487 21,186,000 0.53%
38 BAIRD FINANCIAL GROUP, INC. 195,764 21,002,000 0.52%
39 EASTERN BANK 188,040 20,173,000 0.50%
40 MANUFACTURERS LIFE INSURANCE COMPANY, THE 178,475 19,147,000 0.48%
41 WRAPMANAGER INC 172,320 18,486,000 0.46%
42 3D ASSET MANAGEMENT, INC 165,868 17,794,000 0.44%
43 DAVENPORT & Co LLC 164,685 17,667,358 0.44%
44 VSR Financial Services, Inc. 154,690 16,595,000 0.41%
45 D. SCOTT NEAL, INC. 147,232 15,795,000 0.39%
46 Estate Counselors, LLC 145,325 15,590,000 0.39%
47 UNITED CAPITAL FINANCIAL ADVISORS, LLC 136,464 14,640,000 0.37%
48 Orion Porfolio Solutions, LLC 134,189 14,396,000 0.36%
49 BlackRock Fund Advisors 132,579 14,223,000 0.35%
50 Quantum Capital Management, LLC / NJ 121,150 12,997,000 0.32%
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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.