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

Institutional Holders (2017Q1)
Portfolio Summary: 97 Institutional holders with a total value of $347,649,226.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Clal Insurance Enterprises Holdings Ltd 905,039 136,607,000 39.29%
2 BANK OF AMERICA CORP /DE/ 166,520 25,134,000 7.23%
3 MORGAN STANLEY 135,051 20,385,000 5.86%
4 Pinnacle Advisory Group, Inc. 133,933 20,216,000 5.82%
5 ARS Wealth Advisors, LLC 87,525 13,211,000 3.80%
6 BROWN ADVISORY INC 64,833 9,786,000 2.81%
7 SPINNAKER TRUST 59,315 8,953,000 2.58%
8 GOLDMAN SACHS GROUP INC 56,400 8,513,000 2.45%
9 Round Table Services, LLC 48,783 7,363,000 2.12%
10 ROYAL BANK OF CANADA 41,760 6,302,000 1.81%
11 CITADEL ADVISORS LLC 41,253 6,227,000 1.79%
12 Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 38,300 5,781,000 1.66%
13 MARINER INDEPENDENT ADVISOR NETWORK, LLC 36,406 5,495,000 1.58%
14 TWO SIGMA SECURITIES, LLC 36,304 5,480,000 1.58%
15 WELLS FARGO & COMPANY/MN 32,782 4,948,000 1.42%
16 AMERIPRISE FINANCIAL INC 32,226 4,865,000 1.40%
17 MURPHY CAPITAL MANAGEMENT INC 29,818 4,500,000 1.29%
18 CREDIT SUISSE AG/ 29,083 4,390,000 1.26%
19 Commonwealth Equity Services, Inc 22,886 3,454,000 0.99%
20 UBS Group AG 22,876 3,453,000 0.99%
21 AVALON CAPITAL MANAGEMENT 22,760 3,435,000 0.99%
22 RAYMOND JAMES & ASSOCIATES 20,873 3,151,000 0.91%
23 LPL Financial LLC 20,237 3,044,000 0.88%
24 JANE STREET GROUP, LLC 13,712 2,070,000 0.60%
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,044 1,667,000 0.48%
26 Cetera Advisor Networks LLC 10,691 1,616,000 0.46%
27 ENVESTNET ASSET MANAGEMENT INC 10,418 1,573,000 0.45%
28 BB&T SECURITIES, LLC 9,642 1,455,000 0.42%
29 CAHILL FINANCIAL ADVISORS INC 9,108 1,375,000 0.40%
30 JPMORGAN CHASE & CO 9,024 1,362,000 0.39%
31 SII INVESTMENTS INC/WI 8,802 1,329,000 0.38%
32 PATTEN & PATTEN INC/TN 8,430 1,272,000 0.37%
33 STIFEL FINANCIAL CORP 8,271 1,249,000 0.36%
34 Raymond James Financial Services Advisors, Inc. 6,787 1,025,000 0.29%
35 Asset Management Group, Inc. 6,418 969,000 0.28%
36 INVESTMENT CENTERS OF AMERICA INC 6,103 921,000 0.26%
37 Virtu KCG Holdings LLC 5,648 853,000 0.25%
38 BANK HAPOALIM BM 5,491 829,000 0.24%
39 Hilltop Holdings Inc. 5,343 806,000 0.23%
40 Koshinski Asset Management, Inc. 4,882 737,000 0.21%
41 SG Americas Securities, LLC 4,665 704,000 0.20%
42 CERITY PARTNERS LLC 4,200 634,000 0.18%
43 Janney Montgomery Scott LLC 3,917 591,000 0.17%
44 Texas Yale Capital Corp. 3,725 562,000 0.16%
45 LADENBURG THALMANN FINANCIAL SERVICES INC. 3,664 548,000 0.16%
46 IFP ADVISORS, INC 3,581 540,000 0.16%
47 Sigma Planning Corp 3,213 485,000 0.14%
48 BANK OF MONTREAL /CAN/ 3,145 475,000 0.14%
49 Karp Capital Management Corp 2,895 437,000 0.13%
50 Advisory Services Network, LLC 2,877 434,000 0.12%
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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.