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

Institutional Holders (2015Q1)
Portfolio Summary: 257 Institutional holders with a total value of $1,987,554,336.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 3,730,744 485,555,000 24.43%
2 MORGAN STANLEY 1,567,242 203,977,000 10.26%
3 PNC FINANCIAL SERVICES GROUP, INC. 740,664 96,397,000 4.85%
4 BANK OF AMERICA CORP /DE/ 671,598 87,409,000 4.40%
5 BB&T SECURITIES, LLC 55,297 71,969,000 3.62%
6 LPL Financial LLC 513,605 66,717,000 3.36%
7 M&T BANK CORP 449,847 58,548,000 2.95%
8 FMR LLC 444,780 57,888,000 2.91%
9 ENVESTNET ASSET MANAGEMENT INC 390,637 50,841,000 2.56%
10 UBS Group AG 362,392 47,165,000 2.37%
11 IndexIQ Advisors LLC 264,802 34,464,000 1.73%
12 UNITED CAPITAL FINANCIAL ADVISORS, LLC 234,174 29,597,000 1.49%
13 J.P. Morgan Private Wealth Advisors LLC 223,976 29,150,000 1.47%
14 JPMORGAN CHASE & CO 216,642 28,196,000 1.42%
15 Stadion Money Management, LLC 183,506 23,883,000 1.20%
16 STIFEL FINANCIAL CORP 159,911 20,812,000 1.05%
17 NATIONAL PLANNING CORP 150,397 18,962,000 0.95%
18 Commonwealth Equity Services, Inc 142,414 18,535,000 0.93%
19 Beaumont Financial Partners, LLC 134,255 17,473,000 0.88%
20 FIRST HAWAIIAN BANK 128,557 16,732,000 0.84%
21 CITY NATIONAL BANK 119,281 15,524,000 0.78%
22 Noven Financial Group, Inc. 117,336 15,271,000 0.77%
23 US BANCORP \DE\ 114,951 14,961,000 0.75%
24 RAYMOND JAMES & ASSOCIATES 114,665 14,924,000 0.75%
25 BNP PARIBAS FINANCIAL MARKETS 100,000 13,014,999 0.65%
26 GOLDMAN SACHS GROUP INC 92,886 12,089,000 0.61%
27 LADENBURG THALMANN FINANCIAL SERVICES INC. 91,948 11,945,000 0.60%
28 GHP Investment Advisors, Inc. 89,517 11,651,000 0.59%
29 AFFINITY WEALTH MANAGEMENT LLC 87,860 11,435,000 0.58%
30 Cambridge Investment Research Advisors, Inc. 78,489 10,215,000 0.51%
31 DOWLING & YAHNKE LLC 72,596 9,448,000 0.48%
32 CITIGROUP INC 71,997 9,370,000 0.47%
33 Ifrah Financial Services, Inc. 66,898 8,707,000 0.44%
34 JANE STREET GROUP, LLC 66,556 8,662,000 0.44%
35 FIRST MERCHANTS CORP 64,991 8,458,000 0.43%
36 KEYBANK NATIONAL ASSOCIATION/OH 63,955 8,324,000 0.42%
37 Raymond James Financial Services Advisors, Inc. 62,347 8,115,000 0.41%
38 LifePlan Financial Group, Inc 62,155 8,089,000 0.41%
39 FRANKLIN RESOURCES INC 61,437 7,996,000 0.40%
40 TRUIST FINANCIAL CORP 58,555 7,621,000 0.38%
41 MUFG Americas Holdings Corp 58,309 7,589,000 0.38%
42 LVZ, Inc. 55,215 7,186,000 0.36%
43 SPC Financial, Inc. 54,101 7,041,000 0.35%
44 Bank of New York Mellon Corp 53,449 6,958,000 0.35%
45 1834 INVESTMENT ADVISORS CO 51,783 6,740,000 0.34%
46 First Allied Advisory Services, Inc. 51,579 6,700,000 0.34%
47 CONFLUENCE INVESTMENT MANAGEMENT LLC 44,885 5,842,000 0.29%
48 VOYA FINANCIAL ADVISORS, INC. 43,945 5,748,000 0.29%
49 Capital Advisors, Ltd. LLC 44,033 5,731,000 0.29%
50 WealthTrust Fairport, LLC 42,516 5,534,000 0.28%
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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.