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

Institutional Holders (2015Q4)
Portfolio Summary: 589 Institutional holders with a total value of $18,060,784,197.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 24,894,260 2,436,152,000 13.49%
2 Edelman Financial Services, LLC 17,716,781 1,733,764,000 9.60%
3 FMR LLC 15,563,587 1,523,053,000 8.43%
4 JONES FINANCIAL COMPANIES LLLP 11,547,797 1,130,067,000 6.26%
5 GOLDMAN SACHS GROUP INC 8,446,587 826,584,000 4.58%
6 WELLS FARGO & COMPANY/MN 6,238,198 610,470,000 3.38%
7 MORGAN STANLEY 5,856,362 573,102,000 3.17%
8 RAYMOND JAMES & ASSOCIATES 5,618,284 549,805,000 3.04%
9 AMERICAN CENTURY COMPANIES INC 5,015,428 490,810,000 2.72%
10 SUNTRUST BANKS INC 4,539,696 444,252,000 2.46%
11 TIAA CREF TRUST CO FSB/MO 3,970,697 388,572,000 2.15%
12 UBS Group AG 3,599,889 352,285,000 1.95%
13 Commonwealth Equity Services, Inc 3,432,901 335,944,000 1.86%
14 PNC FINANCIAL SERVICES GROUP, INC. 3,368,344 329,627,000 1.83%
15 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 3,240,300 317,096,000 1.76%
16 LPL Financial LLC 3,000,245 290,875,000 1.61%
17 BlackRock Investment Management, LLC 2,725,945 266,761,000 1.48%
18 BAIRD FINANCIAL GROUP, INC. 2,700,653 264,286,000 1.46%
19 SYNOVUS FINANCIAL CORP 2,332,218 228,231,000 1.26%
20 ENVESTNET ASSET MANAGEMENT INC 2,203,172 215,602,000 1.19%
21 COMMERCE BANK 1,812,729 177,394,000 0.98%
22 JPMORGAN CHASE & CO 1,589,184 155,517,000 0.86%
23 ETRADE Capital Management LLC 1,532,134 149,935,000 0.83%
24 M&T BANK CORP 1,529,396 149,666,000 0.83%
25 STEPHENS INC /AR/ 1,042,199 101,990,000 0.56%
26 SYMETRA LIFE INSURANCE CO 1,038,926 101,669,000 0.56%
27 CITIGROUP INC 993,238 97,199,000 0.54%
28 J.P. Morgan Private Wealth Advisors LLC 886,333 86,737,000 0.48%
29 US BANCORP \DE\ 861,734 84,330,000 0.47%
30 NORTHERN TRUST CORP 814,242 79,682,000 0.44%
31 ROYAL BANK OF CANADA 802,943 78,576,000 0.44%
32 Bank of New York Mellon Corp 793,442 77,646,000 0.43%
33 LADENBURG THALMANN FINANCIAL SERVICES INC. 728,347 71,885,000 0.40%
34 Allianz Asset Management GmbH 730,013 71,439,000 0.40%
35 BALASA DINVERNO & FOLTZ LLC 725,945 71,041,000 0.39%
36 CURIAN CAPITAL LLC 724,530 70,903,000 0.39%
37 JOYN Advisors, Inc. 708,586 69,342,000 0.38%
38 Waldron Private Wealth LLC 582,657 57,076,000 0.32%
39 KELLOGG W K FOUNDATION TRUST 581,054 56,862,000 0.31%
40 FDx Advisors, Inc. 533,626 52,221,000 0.29%
41 STIFEL FINANCIAL CORP 522,226 51,002,000 0.28%
42 Raymond James Financial Services Advisors, Inc. 493,334 48,278,000 0.27%
43 BROWN ADVISORY INC 490,314 47,982,000 0.27%
44 VOYA INVESTMENT MANAGEMENT LLC 472,221 46,211,000 0.26%
45 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 439,331 42,993,000 0.24%
46 PRUDENTIAL FINANCIAL INC 434,434 42,513,000 0.24%
47 FIFTH THIRD BANCORP 430,058 42,085,000 0.23%
48 CHOREO, LLC 417,458 40,852,000 0.23%
49 WHITE MOUNTAINS ADVISORS LLC 417,100 40,817,000 0.23%
50 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 414,945 40,607,000 0.22%
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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.