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

Institutional Holders (2014Q4)
Portfolio Summary: 353 Institutional holders with a total value of $4,326,928,966.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 TIAA CREF TRUST CO FSB/MO 6,178,552 455,730,000 10.53%
2 WELLS FARGO & COMPANY/MN 4,220,208 311,284,000 7.19%
3 MORGAN STANLEY 3,998,767 294,949,000 6.82%
4 COMMERCE BANK 3,895,009 287,296,000 6.64%
5 BANK OF AMERICA CORP /DE/ 3,796,126 280,002,000 6.47%
6 FMR LLC 3,659,303 269,947,000 6.24%
7 AMERICAN CENTURY COMPANIES INC 3,475,046 256,354,000 5.92%
8 JONES FINANCIAL COMPANIES LLLP 2,302,946 169,865,000 3.93%
9 PNC FINANCIAL SERVICES GROUP, INC. 2,261,411 166,803,000 3.85%
10 JPMORGAN CHASE & CO 2,132,614 157,303,000 3.64%
11 STEPHENS INC /AR/ 1,857,411 137,003,000 3.17%
12 UBS Group AG 1,497,897 110,485,000 2.55%
13 Commonwealth Equity Services, Inc 1,123,634 82,879,000 1.92%
14 AXA S.A. 1,002,075 73,913,000 1.71%
15 M&T BANK CORP 994,605 73,362,000 1.70%
16 SUNTRUST BANKS INC 799,609 58,977,000 1.36%
17 LPL Financial LLC 794,362 58,593,000 1.35%
18 SYNOVUS FINANCIAL CORP 777,422 57,345,000 1.33%
19 GOLDMAN SACHS GROUP INC 624,035 46,029,000 1.06%
20 LADENBURG THALMANN FINANCIAL SERVICES INC. 535,097 39,460,000 0.91%
21 KEYBANK NATIONAL ASSOCIATION/OH 518,461 38,242,000 0.88%
22 VICTORY CAPITAL MANAGEMENT INC 471,896 34,812,000 0.80%
23 HSBC HOLDINGS PLC 442,276 32,622,000 0.75%
24 Betterment LLC 393,182 29,001,000 0.67%
25 Polaris Wealth Advisory Group, LLC 336,257 24,802,000 0.57%
26 BANK OF MONTREAL /CAN/ 335,025 24,712,000 0.57%
27 BOKF, NA 311,063 22,943,000 0.53%
28 US BANCORP \DE\ 301,842 22,263,000 0.51%
29 TRUIST FINANCIAL CORP 288,200 21,258,000 0.49%
30 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 286,938 21,165,000 0.49%
31 ENVESTNET ASSET MANAGEMENT INC 282,579 20,843,000 0.48%
32 MANAGED ACCOUNT ADVISORS LLC 276,462 20,392,000 0.47%
33 Financial Planning & Information Services, Inc. 217,585 15,444,000 0.36%
34 RAYMOND JAMES & ASSOCIATES 191,760 14,145,000 0.33%
35 BADGLEY PHELPS & BELL INC 189,437 13,973,000 0.32%
36 MUFG Americas Holdings Corp 185,823 13,706,000 0.32%
37 SENTINEL ASSET MANAGEMENT, INC. 185,000 13,647,000 0.32%
38 FIFTH THIRD BANCORP 184,478 13,607,000 0.31%
39 QUEST INVESTMENT MANAGEMENT LLC 179,705 13,255,000 0.31%
40 Cetera Advisor Networks LLC 175,450 12,943,000 0.30%
41 JMG Financial Group, Ltd. 171,705 12,665,000 0.29%
42 JOHNSON INVESTMENT COUNSEL INC 168,416 12,422,000 0.29%
43 CITY NATIONAL BANK 167,079 12,324,000 0.28%
44 Bank of New York Mellon Corp 164,063 12,102,000 0.28%
45 Asset Management Group, Inc. 155,552 11,474,000 0.27%
46 MASON STREET ADVISORS, LLC 153,403 11,317,000 0.26%
47 GUGGENHEIM CAPITAL LLC 152,000 11,213,000 0.26%
48 FIRST MERCANTILE TRUST CO 146,081 10,776,000 0.25%
49 AMG National Trust Bank 143,858 10,611,000 0.25%
50 ParenteBeard Wealth Management, LLC 739 10,023,000 0.23%
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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.