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

Institutional Holders (2017Q1)
Portfolio Summary: 101 Institutional holders with a total value of $347,784,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 649,489 59,363,000 17.07%
2 WBI INVESTMENTS, LLC 442,560 40,450,000 11.63%
3 BlackRock Finance, Inc. 319,552 29,207,000 8.40%
4 LEUTHOLD GROUP, LLC 257,333 23,520,000 6.76%
5 Compagnie Lombard Odier SCmA 256,842 23,475,000 6.75%
6 Personal Capital Advisors Corp 237,126 21,806,000 6.27%
7 Checchi Capital Advisers, LLC 177,174 16,194,000 4.66%
8 PANAGORA ASSET MANAGEMENT INC 161,679 14,777,000 4.25%
9 I.G. INVESTMENT MANAGEMENT, LTD. 134,937 12,333,000 3.55%
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 111,558 10,196,000 2.93%
11 BANK OF AMERICA CORP /DE/ 80,541 7,361,000 2.12%
12 FDx Advisors, Inc. 74,518 6,811,000 1.96%
13 UBS Group AG 64,170 5,865,000 1.69%
14 MORGAN STANLEY 58,791 5,374,000 1.55%
15 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 58,200 5,325,000 1.53%
16 ROYAL BANK OF CANADA 52,339 4,784,000 1.38%
17 JANE STREET GROUP, LLC 50,467 4,613,000 1.33%
18 ENVESTNET ASSET MANAGEMENT INC 46,569 4,257,000 1.22%
19 Family Firm, Inc. 43,310 3,958,000 1.14%
20 CANADA LIFE ASSURANCE Co 41,421 3,794,000 1.09%
21 KEYBANK NATIONAL ASSOCIATION/OH 36,606 3,346,000 0.96%
22 VICUS CAPITAL 4,147 3,213,000 0.92%
23 ALESCO ADVISORS LLC 27,440 2,508,000 0.72%
24 Rehmann Capital Advisory Group 25,999 2,376,000 0.68%
25 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 21,350 1,951,000 0.56%
26 FormulaFolio Investments, LLC 18,668 1,706,000 0.49%
27 Cetera Advisors LLC 17,913 1,642,000 0.47%
28 Invesco Ltd. 15,477 1,415,000 0.41%
29 CLEAR INVESTMENT RESEARCH, LLC 15,138 1,384,000 0.40%
30 PRUDENTIAL FINANCIAL INC 14,254 1,303,000 0.37%
31 AGF INVESTMENTS INC. 14,181 1,295,000 0.37%
32 SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,100 1,197,000 0.34% Call
33 Frontier Wealth Management LLC 12,747 1,165,000 0.33%
34 Charles Schwab Investment Advisory, Inc. 12,382 1,132,000 0.33%
35 Garde Capital, Inc. 11,928 1,090,000 0.31%
36 Pure Financial Advisors, LLC 11,630 1,063,000 0.31%
37 ADVISOR GROUP, INC. 11,411 1,043,000 0.30%
38 SYNOVUS FINANCIAL CORP 10,500 960,000 0.28%
39 Ameritas Investment Partners, Inc. 10,415 951,000 0.27%
40 AMERIPRISE FINANCIAL INC 10,158 928,000 0.27%
41 Sumitomo Mitsui DS Asset Management Company, Ltd 9,620 879,000 0.25%
42 LPL Financial LLC 9,398 862,000 0.25%
43 CAPSTONE ASSET MANAGEMENT CO 8,500 777,000 0.22%
44 Cetera Advisor Networks LLC 7,934 726,000 0.21%
45 HL FINANCIAL SERVICES LLC 7,221 660,000 0.19%
46 RAYMOND JAMES & ASSOCIATES 6,628 607,000 0.17%
47 ASSETMARK, INC 5,941 543,000 0.16%
48 Stratos Wealth Partners, LTD. 5,794 530,000 0.15%
49 Pinnacle Advisory Group, Inc. 5,601 512,000 0.15%
50 AXA S.A. 4,925 450,000 0.13%
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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.