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

Institutional Holders (2017Q2)
Portfolio Summary: 279 Institutional holders with a total value of $4,492,797,230.
#
Manager Name
Shares
Value ($)
%
Options
Notes
251 SUNTRUST BANKS INC 246,373 30,443,000 0.68%
252 CEDAR CAPITAL, LLC 259,301 32,042,000 0.71%
253 PNC FINANCIAL SERVICES GROUP, INC. 268,570 33,188,000 0.74%
254 JAMES INVESTMENT RESEARCH, INC. 317,038 39,177,000 0.87%
255 UNITED CAPITAL FINANCIAL ADVISORS, LLC 327,716 40,496,000 0.90%
256 Tanglewood Wealth Management, Inc. 334,409 41,323,000 0.92%
257 ASSETMARK, INC 335,640 41,475,000 0.92%
258 CAPRIN ASSET MANAGEMENT LLC /ADV 1,762,922 42,169,000 0.94%
259 Cerity Partners OCIO LLC 348,572 43,059,000 0.96%
260 ROYAL BANK OF CANADA 364,631 45,057,000 1.00%
261 Simply Money Advisors 501,413 61,960,000 1.38%
262 KEYBANK NATIONAL ASSOCIATION/OH 507,313 62,689,000 1.40%
263 IndexIQ Advisors LLC 559,695 69,161,000 1.54%
264 VCU INVESTMENT MANAGEMENT CO 656,020 81,064,000 1.80%
265 Charles Schwab Investment Advisory, Inc. 696,234 86,034,000 1.91%
266 ENVESTNET ASSET MANAGEMENT INC 752,653 93,000,000 2.07%
267 Personal Capital Advisors Corp 754,612 93,247,000 2.08%
268 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 787,842 97,354,000 2.17%
269 UBS Group AG 848,107 104,802,000 2.33%
270 WELLS FARGO & COMPANY/MN 887,515 109,671,000 2.44%
271 MORGAN STANLEY 949,115 117,283,000 2.61%
272 THOMASPARTNERS, INC. 1,131,365 139,803,000 3.11%
273 Valmark Advisers, Inc. 1,138,324 140,663,000 3.13%
274 STIFEL FINANCIAL CORP 1,157,140 142,863,000 3.18%
275 FIL Ltd 1,480,774 182,979,000 4.07%
276 Edelman Financial Services, LLC 1,607,593 198,650,000 4.42%
277 Freedom Investment Management, Inc. 2,130,078 263,214,000 5.86%
278 AMERIPRISE FINANCIAL INC 4,500,481 555,942,000 12.37%
279 BANK OF AMERICA CORP /DE/ 6,934,939 856,950,000 19.07%
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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.