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

Institutional Holders (2017Q2)
Portfolio Summary: 627 Institutional holders with a total value of $11,537,484,241.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 10,529,225 1,440,924,000 12.49%
2 ENVESTNET ASSET MANAGEMENT INC 7,667,394 1,049,287,000 9.09%
3 WELLS FARGO & COMPANY/MN 7,233,074 989,846,000 8.58%
4 BANK OF AMERICA CORP /DE/ 5,032,911 688,754,000 5.97%
5 UBS Group AG 3,809,634 521,349,000 4.52%
6 Valmark Advisers, Inc. 3,353,547 458,933,000 3.98%
7 JONES FINANCIAL COMPANIES LLLP 3,007,360 411,557,000 3.57%
8 SCOTTRADE INVESTMENT MANAGEMENT 2,733,773 374,117,000 3.24%
9 M&T BANK CORP 2,554,811 349,625,000 3.03%
10 PNC FINANCIAL SERVICES GROUP, INC. 1,886,389 258,152,000 2.24%
11 LPL Financial LLC 1,659,111 227,049,000 1.97%
12 CHURCHILL MANAGEMENT Corp 1,540,203 210,777,000 1.83%
13 Horizon Investments, LLC 1,421,166 192,511,000 1.67%
14 AMERIPRISE FINANCIAL INC 1,341,449 183,650,000 1.59%
15 STIFEL FINANCIAL CORP 1,213,697 166,341,000 1.44%
16 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,209,842 165,573,000 1.44%
17 FMR LLC 1,091,154 149,324,000 1.29%
18 GOLDMAN SACHS GROUP INC 952,488 130,348,000 1.13%
19 Commonwealth Equity Services, Inc 772,150 105,669,000 0.92%
20 Homrich & Berg 750,731 102,738,000 0.89%
21 J.P. Morgan Private Wealth Advisors LLC 691,665 94,655,000 0.82%
22 AXA S.A. 649,948 88,945,000 0.77%
23 ADVISOR GROUP, INC. 562,696 77,008,000 0.67%
24 KEYBANK NATIONAL ASSOCIATION/OH 558,047 76,368,000 0.66%
25 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 529,750 72,496,000 0.63%
26 RAYMOND JAMES & ASSOCIATES 507,110 69,400,000 0.60%
27 Clark Capital Management Group, Inc. 494,508 67,673,000 0.59%
28 COURIER CAPITAL LLC 458,675 62,770,000 0.54%
29 HUNTINGTON NATIONAL BANK 451,574 61,799,000 0.54% PRN
30 Raymond James Financial Services Advisors, Inc. 445,525 60,970,000 0.53%
31 ROYAL BANK OF CANADA 386,339 52,871,000 0.46%
32 UNITED CAPITAL FINANCIAL ADVISORS, LLC 380,443 52,064,000 0.45%
33 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 332,746 45,536,000 0.39%
34 Quantitative Advantage, LLC 329,559 45,100,000 0.39%
35 US BANCORP \DE\ 328,154 44,908,000 0.39%
36 FIRST HAWAIIAN BANK 304,678 41,695,000 0.36%
37 IFC Holdings Incorporated/FL 280,210 38,363,000 0.33%
38 MARINER INDEPENDENT ADVISOR NETWORK, LLC 269,020 36,815,000 0.32%
39 REGIONS FINANCIAL CORP 257,774 35,276,000 0.31%
40 BANK OF MONTREAL /CAN/ 251,876 34,469,000 0.30%
41 SII INVESTMENTS INC/WI 249,278 34,134,000 0.30%
42 MUFG Americas Holdings Corp 235,998 32,297,000 0.28%
43 Composition Wealth, LLC 235,810 32,271,000 0.28%
44 FIFTH THIRD BANCORP 234,057 32,031,000 0.28%
45 1834 INVESTMENT ADVISORS CO 232,987 31,884,000 0.28%
46 Ameritas Investment Partners, Inc. 228,666 31,292,000 0.27%
47 WOLVERINE ASSET MANAGEMENT LLC 215,900 29,545,000 0.26% Call
48 WOLVERINE ASSET MANAGEMENT LLC 205,200 28,081,000 0.24% Put
49 SEI INVESTMENTS CO 194,889 26,670,000 0.23%
50 Cambridge Investment Research Advisors, Inc. 181,908 24,894,000 0.22%
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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.