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

Institutional Holders (2016Q1)
Portfolio Summary: 58 Institutional holders with a total value of $133,076,726.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 AXA S.A. 228,254 27,183,000 20.43%
2 LPL Financial LLC 103,882 12,325,000 9.26%
3 BANK OF AMERICA CORP /DE/ 91,330 10,877,000 8.17%
4 Greenwich Wealth Management LLC 60,038 7,150,000 5.37%
5 MORGAN STANLEY 58,548 6,973,000 5.24%
6 Crestwood Advisors Group, LLC 55,952 6,663,000 5.01%
7 Commonwealth Equity Services, Inc 50,618 6,028,000 4.53%
8 UBS Group AG 49,966 5,950,000 4.47%
9 SG Americas Securities, LLC 48,568 5,784,000 4.35%
10 JPMORGAN CHASE & CO 41,613 4,956,000 3.72%
11 Raymond James Financial Services Advisors, Inc. 39,275 4,677,000 3.51%
12 WELLS FARGO & COMPANY/MN 37,557 4,473,000 3.36%
13 AMERIPRISE FINANCIAL INC 33,692 3,998,000 3.00%
14 RAYMOND JAMES & ASSOCIATES 27,082 3,225,000 2.42%
15 ROYAL BANK OF CANADA 25,564 3,045,000 2.29%
16 Cetera Advisors LLC 23,386 2,795,000 2.10%
17 MSI Financial Services Inc 17,806 2,120,000 1.59%
18 Investors Capital Advisory Services 16,422 1,955,000 1.47%
19 Private Advisor Group, LLC 9,696 1,155,000 0.87%
20 VOYA FINANCIAL ADVISORS, INC. 8,207 980,000 0.74%
21 IFP ADVISORS, INC 7,968 949,000 0.71%
22 Opus Capital Group, LLC 7,597 905,000 0.68%
23 LADENBURG THALMANN FINANCIAL SERVICES INC. 7,509 894,000 0.67%
24 Mathes Company, Inc. 7,350 875,000 0.66%
25 West Coast Financial LLC 7,209 859,000 0.65%
26 Cambridge Investment Research Advisors, Inc. 5,215 621,000 0.47%
27 AMERICAN INTERNATIONAL GROUP, INC. 4,844 577,000 0.43%
28 First Allied Advisory Services, Inc. 4,617 550,000 0.41%
29 Cetera Advisor Networks LLC 3,682 439,000 0.33%
30 SCHRODER INVESTMENT MANAGEMENT GROUP 3,444 411,000 0.31%
31 B. Riley Wealth Advisors, Inc. 3,403 405,000 0.30%
32 ENVESTNET ASSET MANAGEMENT INC 2,672 318,000 0.24%
33 Asset Management Group, Inc. 2,599 309,000 0.23%
34 JANE STREET GROUP, LLC 2,583 308,000 0.23%
35 BANK OF MONTREAL /CAN/ 2,490 297,000 0.22%
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,301 274,000 0.21%
37 MANUFACTURERS LIFE INSURANCE COMPANY, THE 2,227 266,000 0.20%
38 Creative Planning 1,986 237,000 0.18%
39 AUSDAL FINANCIAL PARTNERS, INC. 1,807 215,000 0.16%
40 FDx Advisors, Inc. 1,735 207,000 0.16%
41 Ironwood Financial, llc 1,695 202,000 0.15%
42 WHITTIER TRUST CO OF NEVADA INC 975 116,000 0.09%
43 Gemmer Asset Management LLC 922 109,000 0.08%
44 US BANCORP \DE\ 750 89,000 0.07%
45 PNC FINANCIAL SERVICES GROUP, INC. 577 69,000 0.05%
46 Lenox Wealth Advisors, LLC 563 67,000 0.05%
47 CITIGROUP INC 380 45,000 0.03%
48 GENEOS WEALTH MANAGEMENT INC. 282 33,000 0.02%
49 VERSANT CAPITAL MANAGEMENT, INC 280 33,000 0.02%
50 BlackRock Finance, Inc. 216 26,000 0.02%
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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.