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

Institutional Holders (2016Q4)
Portfolio Summary: 439 Institutional holders with a total value of $5,904,711,614.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 TIAA CREF TRUST CO FSB/MO 13,358,986 1,074,463,000 18.20%
2 WELLS FARGO & COMPANY/MN 5,329,074 428,616,000 7.26%
3 FMR LLC 4,966,306 399,440,000 6.76%
4 AMERICAN CENTURY COMPANIES INC 4,504,293 362,280,000 6.14%
5 COMMERCE BANK 3,977,820 319,936,000 5.42%
6 MORGAN STANLEY 3,974,373 319,659,000 5.41%
7 BANK OF AMERICA CORP /DE/ 3,664,794 294,758,000 4.99%
8 JONES FINANCIAL COMPANIES LLLP 3,256,284 261,904,000 4.44%
9 PNC FINANCIAL SERVICES GROUP, INC. 2,708,848 217,874,000 3.69%
10 UBS Group AG 2,457,238 197,636,000 3.35%
11 STEPHENS INC /AR/ 1,600,838 128,755,000 2.18%
12 VICTORY CAPITAL MANAGEMENT INC 1,477,800 118,859,000 2.01%
13 Commonwealth Equity Services, Inc 1,447,952 116,459,000 1.97%
14 ASSETMARK, INC 1,186,286 95,413,000 1.62%
15 JPMORGAN CHASE & CO 1,030,423 82,877,000 1.40%
16 AXA S.A. 825,875 66,425,000 1.12%
17 SUNTRUST BANKS INC 634,286 51,014,000 0.86%
18 Betterment LLC 586,516 47,173,000 0.80%
19 M&T BANK CORP 565,262 45,464,000 0.77%
20 US BANCORP \DE\ 497,089 39,981,000 0.68%
21 ROYAL BANK OF CANADA 485,525 39,051,000 0.66%
22 AMERIPRISE FINANCIAL INC 464,453 37,195,000 0.63%
23 LADENBURG THALMANN FINANCIAL SERVICES INC. 459,224 36,768,000 0.62%
24 ENVESTNET ASSET MANAGEMENT INC 412,859 33,206,000 0.56%
25 TRUIST FINANCIAL CORP 351,659 28,284,000 0.48%
26 KEYBANK NATIONAL ASSOCIATION/OH 348,597 28,038,000 0.47%
27 LEVEL FOUR ADVISORY SERVICES, LLC 343,530 27,630,000 0.47%
28 ZIONS BANCORPORATION 308,686 24,828,000 0.42%
29 SYNOVUS FINANCIAL CORP 302,976 24,370,000 0.41%
30 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 298,827 24,035,000 0.41%
31 RAYMOND JAMES & ASSOCIATES 291,600 23,454,000 0.40%
32 UMB Bank, n.a. 272,607 21,925,000 0.37%
33 NEW SOUTH CAPITAL MANAGEMENT INC 259,580 20,878,000 0.35%
34 HSBC HOLDINGS PLC 237,990 19,142,000 0.32%
35 BOKF, NA 226,174 18,191,000 0.31%
36 JOHNSON INVESTMENT COUNSEL INC 213,647 17,183,000 0.29%
37 GOLDMAN SACHS GROUP INC 210,581 16,937,000 0.29%
38 Raymond James Financial Services Advisors, Inc. 200,947 16,162,000 0.27%
39 Financial Planning & Information Services, Inc. 199,436 16,041,000 0.27%
40 BANK OF MONTREAL /CAN/ 201,192 16,015,000 0.27%
41 FundX Investment Group, LLC 194,359 15,632,000 0.26%
42 AMG National Trust Bank 186,565 15,005,000 0.25%
43 FIFTH THIRD BANCORP 177,828 14,303,000 0.24%
44 SENTINEL ASSET MANAGEMENT, INC. 173,521 13,956,000 0.24%
45 Asset Management Group, Inc. 170,844 13,741,000 0.23%
46 NorthRock Partners, LLC 169,547 13,624,000 0.23%
47 CIBC Private Wealth Group LLC 164,814 13,256,000 0.22%
48 BISHOP & CO INVESTMENT MANAGEMENT, LLC 159,057 12,793,000 0.22%
49 Sterling Capital Management LLC 150,581 12,111,000 0.21%
50 JMG Financial Group, Ltd. 149,287 12,007,000 0.20%
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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.