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

Institutional Holders (2016Q3)
Portfolio Summary: 306 Institutional holders with a total value of $1,803,935,137.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 2,312,913 317,147,000 17.58%
2 MORGAN STANLEY 1,689,764 231,700,000 12.84%
3 FMR LLC 959,795 131,607,000 7.30%
4 BANK OF AMERICA CORP /DE/ 830,470 113,874,000 6.31%
5 PNC FINANCIAL SERVICES GROUP, INC. 813,251 111,512,000 6.18%
6 UBS Group AG 415,379 56,957,000 3.16%
7 M&T BANK CORP 405,099 55,546,000 3.08%
8 ENVESTNET ASSET MANAGEMENT INC 402,536 55,196,000 3.06%
9 UNITED CAPITAL FINANCIAL ADVISORS, LLC 309,426 42,428,000 2.35%
10 ROYAL BANK OF CANADA 205,989 28,243,000 1.57%
11 STIFEL FINANCIAL CORP 203,614 28,163,000 1.56%
12 Commonwealth Equity Services, Inc 179,663 24,635,000 1.37%
13 Beaumont Financial Partners, LLC 153,428 21,038,000 1.17%
14 AMERIPRISE FINANCIAL INC 149,700 20,529,000 1.14%
15 RAYMOND JAMES & ASSOCIATES 116,389 15,959,000 0.88%
16 Noven Financial Group, Inc. 103,759 14,227,000 0.79%
17 J.P. Morgan Private Wealth Advisors LLC 100,267 13,749,000 0.76%
18 GHP Investment Advisors, Inc. 90,565 12,418,000 0.69%
19 IndexIQ Advisors LLC 84,856 11,637,000 0.65%
20 KEYBANK NATIONAL ASSOCIATION/OH 83,831 11,495,000 0.64%
21 NorthRock Partners, LLC 82,740 11,353,000 0.63%
22 BADGLEY PHELPS & BELL INC 80,803 11,080,000 0.61%
23 VOYA FINANCIAL ADVISORS, INC. 78,182 10,621,000 0.59%
24 FIFTH THIRD BANCORP 77,327 10,603,000 0.59%
25 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 75,200 10,311,000 0.57%
26 FIRST HAWAIIAN BANK 69,751 9,564,000 0.53%
27 NORTH AMERICAN MANAGEMENT CORP 69,269 9,498,000 0.53%
28 JPMORGAN CHASE & CO 68,674 9,417,000 0.52%
29 CITIGROUP INC 65,841 9,028,000 0.50%
30 UMB Bank, n.a. 64,733 8,876,000 0.49%
31 DOWLING & YAHNKE LLC 62,979 8,636,000 0.48%
32 1834 INVESTMENT ADVISORS CO 60,848 8,343,000 0.46%
33 Texas Yale Capital Corp. 60,551 8,303,000 0.46%
34 SPC Financial, Inc. 58,956 8,084,000 0.45%
35 BENJAMIN F. EDWARDS & COMPANY, INC. 57,049 7,823,000 0.43%
36 PROBITY ADVISORS, INC. 56,824 7,792,000 0.43%
37 TRUIST FINANCIAL CORP 55,572 7,620,000 0.42%
38 Raymond James Financial Services Advisors, Inc. 55,248 7,576,000 0.42%
39 Capital Analysts, LLC 54,702 7,500,849 0.42%
40 GOLDMAN SACHS GROUP INC 52,595 7,212,000 0.40%
41 Bank of New York Mellon Corp 51,544 7,068,000 0.39%
42 MUFG Americas Holdings Corp 50,286 6,895,000 0.38%
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 49,799 6,828,000 0.38%
44 FRANKLIN RESOURCES INC 44,792 6,142,000 0.34%
45 Capital Advisors, Ltd. LLC 44,333 6,079,000 0.34%
46 WealthTrust Fairport, LLC 44,181 6,058,000 0.34%
47 JONES FINANCIAL COMPANIES LLLP 42,455 5,822,000 0.32%
48 ADVISOR GROUP, INC. 42,088 5,770,000 0.32%
49 FIRST MERCHANTS CORP 40,470 5,549,000 0.31%
50 Cambridge Investment Research Advisors, Inc. 39,998 5,485,000 0.30%
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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.