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

Institutional Holders (2016Q4)
Portfolio Summary: 556 Institutional holders with a total value of $9,755,406,463.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 JPMORGAN CHASE & CO 7,890,668 1,411,326,000 14.47%
2 WELLS FARGO & COMPANY/MN 6,982,514 1,248,893,000 12.80%
3 BANK OF AMERICA CORP /DE/ 6,384,499 1,141,932,000 11.71%
4 PNC FINANCIAL SERVICES GROUP, INC. 4,845,301 866,632,000 8.88%
5 TIAA CREF TRUST CO FSB/MO 1,648,467 294,845,000 3.02%
6 UBS Group AG 1,558,580 278,768,000 2.86%
7 NORTHERN TRUST CORP 1,312,129 234,688,000 2.41%
8 MORGAN STANLEY 1,011,124 180,849,000 1.85%
9 KEYBANK NATIONAL ASSOCIATION/OH 948,695 169,683,000 1.74%
10 AMERIPRISE FINANCIAL INC 876,038 156,403,000 1.60%
11 BAIRD FINANCIAL GROUP, INC. 841,398 150,492,000 1.54%
12 US BANCORP \DE\ 838,737 150,016,000 1.54%
13 GOLDMAN SACHS GROUP INC 838,241 149,928,000 1.54%
14 SUNTRUST BANKS INC 774,873 138,592,000 1.42%
15 FIFTH THIRD BANCORP 722,823 129,284,000 1.33%
16 AMG National Trust Bank 595,506 106,513,000 1.09%
17 JONES FINANCIAL COMPANIES LLLP 552,951 98,902,000 1.01%
18 M&T BANK CORP 476,119 85,158,000 0.87%
19 Veritable, L.P. 470,516 84,157,000 0.86%
20 ENVESTNET ASSET MANAGEMENT INC 450,280 80,542,000 0.83%
21 HUNTINGTON NATIONAL BANK 439,836 78,669,000 0.81%
22 SYNOVUS FINANCIAL CORP 422,560 75,581,000 0.77%
23 BBVA USA Bancshares, Inc. 392,660 70,231,000 0.72%
24 TRUIST FINANCIAL CORP 375,272 67,121,000 0.69%
25 COMMERCE BANK 363,354 64,989,000 0.67%
26 JMG Financial Group, Ltd. 309,971 55,441,000 0.57%
27 CIBC BANK USA 307,834 55,059,000 0.56%
28 Catalyst Capital Advisors LLC 300,000 53,658,000 0.55%
29 MILLBURN RIDGEFIELD LLC /DE/ 300,000 53,658,000 0.55%
30 ASSETMARK, INC 296,475 53,028,000 0.54%
31 COUNTRY TRUST BANK 290,908 52,032,000 0.53%
32 WASHINGTON TRUST Co 260,439 46,582,000 0.48%
33 CIBC Private Wealth Group LLC 247,865 44,333,000 0.45%
34 Commonwealth Equity Services, Inc 238,684 42,691,000 0.44%
35 MUFG Americas Holdings Corp 234,758 41,989,000 0.43%
36 ROYAL BANK OF CANADA 228,833 40,928,000 0.42%
37 Baystate Wealth Management LLC 216,121 39,457,000 0.40%
38 RAINIER GROUP INVESTMENT ADVISORY LLC 210,357 37,624,000 0.39%
39 GUARDIAN LIFE INSURANCE CO OF AMERICA 209,793 37,524,000 0.38%
40 FMR LLC 208,892 37,362,000 0.38%
41 Bank of New York Mellon Corp 197,965 35,409,000 0.36%
42 J.P. Morgan Private Wealth Advisors LLC 197,902 35,397,000 0.36%
43 UMB Bank, n.a. 190,662 34,102,000 0.35%
44 Fiduciary Trust Co International of Pennsylvania 184,134 32,934,000 0.34%
45 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 169,014 30,230,000 0.31%
46 STEPHENS INC /AR/ 165,745 29,645,000 0.30%
47 JOHNSON INVESTMENT COUNSEL INC 154,320 27,601,000 0.28%
48 DEERE & CO 152,918 27,351,000 0.28%
49 Fragasso Financial Advisors Inc 148,325 26,529,000 0.27%
50 Janney Montgomery Scott LLC 138,549 24,781,000 0.25%
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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.