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

Institutional Holders (2015Q4)
Portfolio Summary: 291 Institutional holders with a total value of $1,983,659,231.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 3,610,248 448,790,000 22.62%
2 MORGAN STANLEY 1,855,136 230,612,000 11.63%
3 LPL Financial LLC 891,284 108,104,000 5.45%
4 BANK OF AMERICA CORP /DE/ 865,885 107,638,000 5.43%
5 PNC FINANCIAL SERVICES GROUP, INC. 776,960 96,585,000 4.87%
6 FMR LLC 713,655 88,714,000 4.47%
7 UBS Group AG 500,452 62,211,000 3.14%
8 M&T BANK CORP 377,054 46,871,000 2.36%
9 ENVESTNET ASSET MANAGEMENT INC 358,559 44,572,000 2.25%
10 J.P. Morgan Private Wealth Advisors LLC 258,663 32,154,000 1.62%
11 UNITED CAPITAL FINANCIAL ADVISORS, LLC 245,063 30,464,000 1.54%
12 STIFEL FINANCIAL CORP 227,862 28,330,000 1.43%
13 IndexIQ Advisors LLC 194,612 24,193,000 1.22%
14 ROYAL BANK OF CANADA 193,111 24,006,000 1.21%
15 Commonwealth Equity Services, Inc 162,843 20,243,000 1.02%
16 INTERACTIVE FINANCIAL ADVISORS, INC. 161,489 20,075,000 1.01%
17 Beaumont Financial Partners, LLC 137,492 17,092,000 0.86%
18 AMERIPRISE FINANCIAL INC 117,680 14,629,000 0.74%
19 RAYMOND JAMES & ASSOCIATES 115,386 14,344,000 0.72%
20 NorthRock Partners, LLC 108,063 13,429,000 0.68%
21 LADENBURG THALMANN FINANCIAL SERVICES INC. 104,153 12,948,000 0.65%
22 GOLDMAN SACHS GROUP INC 102,736 12,771,000 0.64%
23 AFFINITY WEALTH MANAGEMENT LLC 100,081 12,441,000 0.63%
24 FIFTH THIRD BANCORP 94,752 11,779,000 0.59%
25 JPMORGAN CHASE & CO 94,406 11,736,000 0.59%
26 Cambridge Investment Research Advisors, Inc. 92,772 11,532,000 0.58%
27 FIRST HAWAIIAN BANK 92,047 11,442,000 0.58%
28 GHP Investment Advisors, Inc. 91,429 11,366,000 0.57%
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 83,200 10,343,000 0.52% Call
30 CITIGROUP INC 79,297 9,858,000 0.50%
31 Raymond James Financial Services Advisors, Inc. 75,707 9,413,000 0.47%
32 KEYBANK NATIONAL ASSOCIATION/OH 73,379 9,122,000 0.46%
33 CONFLUENCE INVESTMENT MANAGEMENT LLC 68,477 8,512,000 0.43%
34 VOYA FINANCIAL ADVISORS, INC. 65,224 8,225,000 0.41%
35 DOWLING & YAHNKE LLC 65,516 8,144,000 0.41%
36 FundX Investment Group, LLC 63,744 7,924,000 0.40%
37 TRUIST FINANCIAL CORP 59,343 7,377,000 0.37%
38 SPC Financial, Inc. 57,014 7,087,000 0.36%
39 BENJAMIN F. EDWARDS & COMPANY, INC. 56,271 6,995,000 0.35%
40 MUFG Americas Holdings Corp 55,740 6,929,000 0.35%
41 Dorsey Wright & Associates 55,337 6,879,000 0.35%
42 Bank of New York Mellon Corp 55,081 6,848,000 0.35%
43 1834 INVESTMENT ADVISORS CO 54,424 6,765,000 0.34%
44 FRANKLIN RESOURCES INC 52,102 6,477,000 0.33%
45 Advisors Preferred, LLC 50,121 6,230,000 0.31%
46 Capital Analysts, LLC 47,142 5,860,341 0.30%
47 JANE STREET GROUP, LLC 45,843 5,699,000 0.29%
48 FIRST MERCHANTS CORP 44,037 5,474,000 0.28%
49 WealthTrust Fairport, LLC 43,602 5,420,000 0.27%
50 Capital Advisors, Ltd. LLC 43,085 5,356,000 0.27%
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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.