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

Institutional Holders (2016Q4)
Portfolio Summary: 66 Institutional holders with a total value of $173,061,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 AXA S.A. 243,754 32,339,000 18.69%
2 JPMORGAN CHASE & CO 94,412 12,526,000 7.24%
3 BANK OF AMERICA CORP /DE/ 90,315 11,982,000 6.92%
4 AMERIPRISE FINANCIAL INC 87,189 11,563,000 6.68%
5 Greenwich Wealth Management LLC 70,707 9,381,000 5.42%
6 WELLS FARGO & COMPANY/MN 69,422 9,210,000 5.32%
7 GOOD LIFE ADVISORS, LLC 68,149 9,181,000 5.31%
8 Commonwealth Equity Services, Inc 57,603 7,642,000 4.42%
9 MORGAN STANLEY 55,246 7,329,000 4.23%
10 LPL Financial LLC 54,326 7,242,000 4.18%
11 UBS Group AG 47,153 6,256,000 3.61%
12 CORNERSTONE WEALTH MANAGEMENT, LLC 43,449 5,791,000 3.35%
13 Crestwood Advisors Group, LLC 35,091 4,656,000 2.69%
14 ROYAL BANK OF CANADA 27,947 3,708,000 2.14%
15 RAYMOND JAMES & ASSOCIATES 26,254 3,483,000 2.01%
16 Raymond James Financial Services Advisors, Inc. 18,810 2,496,000 1.44%
17 SUNTRUST BANKS INC 16,747 2,221,000 1.28%
18 MSI Financial Services Inc 16,308 2,164,000 1.25%
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,043 2,128,000 1.23%
20 West Coast Financial LLC 15,471 2,053,000 1.19%
21 Cetera Advisors LLC 12,662 1,691,000 0.98%
22 Private Advisor Group, LLC 11,207 1,510,000 0.87%
23 Mathes Company, Inc. 11,375 1,509,000 0.87%
24 STRATEGIC WEALTH PARTNERS GROUP, LLC 9,759 1,295,000 0.75%
25 Timber Hill LLC 9,675 1,284,000 0.74%
26 IFP ADVISORS, INC 7,495 994,000 0.57%
27 CITIGROUP INC 7,220 958,000 0.55%
28 THRESHOLD GROUP LLC 7,031 933,000 0.54%
29 HighTower Advisors, LLC 6,670 886,000 0.51%
30 Cetera Advisor Networks LLC 5,752 765,000 0.44%
31 LADENBURG THALMANN FINANCIAL SERVICES INC. 5,258 698,000 0.40%
32 Cambridge Investment Research Advisors, Inc. 4,516 599,000 0.35%
33 VOYA FINANCIAL ADVISORS, INC. 4,299 573,000 0.33%
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,310 572,000 0.33%
35 First Allied Advisory Services, Inc. 3,933 522,000 0.30%
36 NATIONAL PLANNING CORP 3,516 477,000 0.28%
37 Liberty Capital Management, Inc. 3,065 414,000 0.24%
38 SCHRODER INVESTMENT MANAGEMENT GROUP 2,695 357,000 0.21%
39 Asset Management Group, Inc. 2,308 306,000 0.18%
40 ADVISOR GROUP, INC. 2,189 290,000 0.17%
41 Sigma Planning Corp 2,097 278,000 0.16%
42 Creative Planning 1,912 254,000 0.15%
43 Opus Capital Group, LLC 1,887 250,000 0.14%
44 GLOBAL RETIREMENT PARTNERS, LLC 1,806 240,000 0.14%
45 AUSDAL FINANCIAL PARTNERS, INC. 1,686 224,000 0.13%
46 WEALTHSOURCE PARTNERS, LLC 1,671 222,000 0.13%
47 BANK OF THE WEST 1,587 211,000 0.12%
48 CETERA INVESTMENT ADVISERS 1,577 210,000 0.12%
49 BSC PRIVATE WEALTH MANAGEMENT, LLC 1,520 203,000 0.12%
50 Ironwood Financial, llc 1,416 188,000 0.11%
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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.