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

Institutional Holders (2014Q2)
Portfolio Summary: 401 Institutional holders with a total value of $6,811,477,360.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 JPMORGAN CHASE & CO 7,528,196 1,223,783,000 17.97%
2 WELLS FARGO & COMPANY/MN 4,721,475 767,527,000 11.27%
3 BANK OF AMERICA CORP /DE/ 4,319,164 702,122,000 10.31%
4 PNC FINANCIAL SERVICES GROUP, INC. 3,293,672 535,420,000 7.86%
5 TIAA CREF TRUST CO FSB/MO 2,320,928 377,290,000 5.54%
6 UBS AG 1,506,024 244,819,000 3.59%
7 KEYBANK NATIONAL ASSOCIATION/OH 1,124,330 182,771,000 2.68%
8 GOLDMAN SACHS GROUP INC 801,388 130,273,000 1.91%
9 FIFTH THIRD BANCORP 798,980 129,882,000 1.91%
10 MORGAN STANLEY 723,361 117,590,000 1.73%
11 Fund Evaluation Group, LLC 699,660 113,737,000 1.67%
12 Veritable, L.P. 550,205 89,441,000 1.31%
13 NORTHERN TRUST CORP 543,615 88,371,000 1.30%
14 AMG National Trust Bank 501,049 81,450,000 1.20%
15 SUNTRUST BANKS INC 477,612 77,638,000 1.14%
16 DEERE & CO 432,410 70,293,000 1.03%
17 BBVA USA Bancshares, Inc. 419,721 68,230,000 1.00%
18 LPL Financial LLC 389,337 63,291,000 0.93%
19 FMR LLC 326,918 53,144,000 0.78%
20 CITIGROUP INC 322,257 52,386,000 0.77%
21 WILMINGTON TRUST CO 320,600 52,117,000 0.77%
22 US BANCORP \DE\ 302,594 49,190,000 0.72%
23 SYNOVUS FINANCIAL CORP 296,171 48,151,000 0.71%
24 FIRSTMERIT BANK N A TRUSTEE 294,124 47,813,000 0.70%
25 Robert W. Baird & Co. Inc 279,234 45,392,000 0.67%
26 COMMERCE BANK 260,653 42,371,000 0.62%
27 ENVESTNET ASSET MANAGEMENT INC 243,466 39,578,000 0.58%
28 Fiduciary Trust Co International of Pennsylvania 215,132 34,972,000 0.51%
29 MUFG Americas Holdings Corp 202,702 32,952,000 0.48%
30 Commonwealth Equity Services, Inc 189,575 30,817,000 0.45%
31 CIBC Private Wealth Group LLC 187,821 30,531,000 0.45%
32 STEPHENS INC /AR/ 183,137 29,771,000 0.44%
33 BOKF, NA 172,137 27,983,000 0.41%
34 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 171,072 27,809,000 0.41%
35 JONES FINANCIAL COMPANIES LLLP 167,140 27,170,000 0.40%
36 WASHINGTON TRUST Co 164,488 26,739,000 0.39%
37 CONNING INC. 156,807 25,491,000 0.37%
38 Clark Capital Management Group, Inc. 154,709 25,149,000 0.37%
39 HL FINANCIAL SERVICES LLC 154,401 25,100,000 0.37%
40 JOHNSON INVESTMENT COUNSEL INC 149,596 24,318,000 0.36%
41 Beaumont Financial Partners, LLC 148,804 24,189,000 0.36%
42 Bank of New York Mellon Corp 148,412 24,125,000 0.35%
43 MANAGED ACCOUNT ADVISORS LLC 142,898 23,229,000 0.34%
44 TRUIST FINANCIAL CORP 129,788 21,098,000 0.31%
45 Transamerica Financial Advisors, LLC 127,392 20,709,000 0.30%
46 Baystate Wealth Management LLC 124,736 20,277,000 0.30%
47 MADISON INVESTMENT HOLDINGS INC 122,500 19,914,000 0.29%
48 ROYAL BANK OF CANADA 111,825 18,179,000 0.27%
49 J.P. Morgan Private Wealth Advisors LLC 108,633 17,659,000 0.26%
50 COUNTRY TRUST BANK 102,479 16,658,986 0.24%
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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.