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

Institutional Holders (2014Q2)
Portfolio Summary: 514 Institutional holders with a total value of $14,161,776,381.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 19,904,257 1,809,894,000 12.78%
2 FMR LLC 12,882,821 1,171,435,000 8.27%
3 GOLDMAN SACHS GROUP INC 7,517,835 683,596,000 4.83%
4 WELLS FARGO & COMPANY/MN 6,796,001 617,961,000 4.36%
5 JONES FINANCIAL COMPANIES LLLP 6,722,949 611,318,000 4.32%
6 MORGAN STANLEY 6,285,383 571,529,000 4.04%
7 JPMORGAN CHASE & CO 5,301,169 482,036,000 3.40%
8 UBS AG 4,844,385 440,500,000 3.11%
9 RAYMOND JAMES & ASSOCIATES 4,405,307 400,575,000 2.83%
10 SUNTRUST BANKS INC 3,832,164 348,455,000 2.46%
11 MANAGED ACCOUNT ADVISORS LLC 3,330,815 302,871,000 2.14%
12 PNC FINANCIAL SERVICES GROUP, INC. 3,313,281 301,275,000 2.13%
13 TIAA CREF TRUST CO FSB/MO 2,953,695 268,579,000 1.90%
14 Commonwealth Equity Services, Inc 2,662,290 242,082,000 1.71%
15 PARAMETRIC PORTFOLIO ASSOCIATES LLC 2,290,655 208,289,000 1.47%
16 BALASA DINVERNO & FOLTZ LLC 2,277,524 207,095,000 1.46%
17 CURIAN CAPITAL LLC 2,277,148 207,061,000 1.46%
18 LPL Financial LLC 2,100,900 191,035,000 1.35%
19 SYNOVUS FINANCIAL CORP 2,078,203 188,972,000 1.33%
20 BlackRock Investment Management, LLC 1,735,166 157,779,000 1.11%
21 WILMINGTON TRUST CO 1,713,251 155,786,000 1.10%
22 NORTHERN TRUST CORP 1,451,744 132,007,000 0.93%
23 CIBC Private Wealth Group LLC 1,367,500 124,347,000 0.88%
24 DEUTSCHE BANK AG\ 1,300,543 118,256,000 0.84%
25 Orion Porfolio Solutions, LLC 1,253,778 114,006,000 0.81%
26 US BANCORP \DE\ 1,235,476 112,341,000 0.79%
27 ETRADE Capital Management LLC 1,215,439 110,520,000 0.78%
28 COMMERCE BANK 1,171,099 106,488,000 0.75%
29 Bank of New York Mellon Corp 1,142,100 103,850,000 0.73%
30 CITIGROUP INC 1,135,797 103,277,000 0.73%
31 BlackRock Institutional Trust Company, N.A. 1,132,103 102,942,000 0.73%
32 Robert W. Baird & Co. Inc 903,503 82,155,000 0.58%
33 AXA S.A. 889,640 80,895,000 0.57%
34 Wilmington Trust, National Association 885,258 80,496,000 0.57%
35 ENVESTNET ASSET MANAGEMENT INC 882,028 80,203,000 0.57%
36 TIAA CREF INVESTMENT MANAGEMENT LLC 800,000 72,744,000 0.51%
37 STEPHENS INC /AR/ 796,856 72,458,000 0.51%
38 TRUIST FINANCIAL CORP 765,860 69,639,000 0.49%
39 Weyland Capital Management, LLC 722,783 65,723,000 0.46%
40 STALEY CAPITAL ADVISERS INC 710,591 64,614,000 0.46%
41 Sand Hill Global Advisors, LLC 660,937 60,099,000 0.42%
42 JOYN Advisors, Inc. 656,495 59,695,000 0.42%
43 IndexIQ Advisors LLC 647,395 58,868,000 0.42%
44 LADENBURG THALMANN FINANCIAL SERVICES INC. 636,850 57,612,000 0.41%
45 BBVA USA Bancshares, Inc. 598,559 54,426,000 0.38%
46 Waldron Private Wealth LLC 572,253 52,035,000 0.37%
47 KANALY TRUST CO 552,448 50,234,000 0.35%
48 AMERIPRISE FINANCIAL INC 524,597 47,644,000 0.34%
49 STIFEL FINANCIAL CORP 521,240 47,396,000 0.33%
50 Transamerica Financial Advisors, LLC 515,045 46,833,000 0.33%
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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.