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

Institutional Holders (2016Q3)
Portfolio Summary: 62 Institutional holders with a total value of $142,486,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 AXA S.A. 241,654 30,990,000 21.75%
2 BANK OF AMERICA CORP /DE/ 80,516 10,326,000 7.25%
3 Greenwich Wealth Management LLC 70,587 9,052,000 6.35%
4 LPL Financial LLC 58,417 7,446,000 5.23%
5 Commonwealth Equity Services, Inc 54,726 7,018,000 4.93%
6 UBS Group AG 45,841 5,879,000 4.13%
7 MORGAN STANLEY 43,164 5,535,000 3.88%
8 AMERIPRISE FINANCIAL INC 43,137 5,521,000 3.87%
9 JPMORGAN CHASE & CO 42,626 5,466,000 3.84%
10 Crestwood Advisors Group, LLC 42,216 5,414,000 3.80%
11 WELLS FARGO & COMPANY/MN 41,096 5,270,000 3.70%
12 CORNERSTONE WEALTH MANAGEMENT, LLC 39,313 5,011,000 3.52%
13 ROYAL BANK OF CANADA 38,282 4,909,000 3.45%
14 RAYMOND JAMES & ASSOCIATES 25,661 3,291,000 2.31%
15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,160 2,457,000 1.72%
16 Raymond James Financial Services Advisors, Inc. 18,960 2,431,000 1.71%
17 Timber Hill LLC 17,261 2,214,000 1.55%
18 MSI Financial Services Inc 17,223 2,208,000 1.55%
19 SUNTRUST BANKS INC 15,351 1,968,000 1.38%
20 JANE STREET GROUP, LLC 14,881 1,908,000 1.34%
21 Cetera Advisors LLC 12,732 1,636,000 1.15%
22 ENVESTNET ASSET MANAGEMENT INC 11,309 1,450,000 1.02%
23 West Coast Financial LLC 10,334 1,325,000 0.93%
24 Private Advisor Group, LLC 10,245 1,306,000 0.92%
25 LADENBURG THALMANN FINANCIAL SERVICES INC. 8,575 1,100,000 0.77%
26 IFP ADVISORS, INC 7,672 984,000 0.69%
27 THRESHOLD GROUP LLC 7,046 904,000 0.63%
28 Mathes Company, Inc. 6,975 894,000 0.63%
29 VOYA FINANCIAL ADVISORS, INC. 5,729 730,000 0.51%
30 Cambridge Investment Research Advisors, Inc. 5,394 692,000 0.49%
31 HighTower Advisors, LLC 5,341 682,000 0.48%
32 Opus Capital Group, LLC 5,302 680,000 0.48%
33 CITIGROUP INC 4,892 627,000 0.44%
34 First Allied Advisory Services, Inc. 3,896 500,000 0.35%
35 Cetera Advisor Networks LLC 3,601 462,000 0.32%
36 B. Riley Wealth Advisors, Inc. 3,323 427,000 0.30%
37 Liberty Capital Management, Inc. 3,065 391,000 0.27%
38 ADVISOR GROUP, INC. 2,820 362,000 0.25%
39 SCHRODER INVESTMENT MANAGEMENT GROUP 2,695 346,000 0.24%
40 Asset Management Group, Inc. 2,387 306,000 0.21%
41 Sigma Planning Corp 2,244 288,000 0.20%
42 NATIONAL PLANNING CORP 2,201 280,000 0.20%
43 Creative Planning 1,912 245,000 0.17%
44 BANK OF MONTREAL /CAN/ 1,702 218,000 0.15%
45 WEALTHSOURCE PARTNERS, LLC 1,652 212,000 0.15%
46 AUSDAL FINANCIAL PARTNERS, INC. 1,586 203,000 0.14%
47 Ironwood Financial, llc 1,439 185,000 0.13%
48 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,079 138,000 0.10%
49 WHITTIER TRUST CO OF NEVADA INC 975 125,000 0.09%
50 Gemmer Asset Management LLC 931 119,000 0.08%
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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.