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

Institutional Holders (2017Q1)
Portfolio Summary: 68 Institutional holders with a total value of $201,542,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 AXA S.A. 239,454 33,967,000 16.85%
2 AMERIPRISE FINANCIAL INC 168,906 23,964,000 11.89%
3 BANK OF AMERICA CORP /DE/ 110,274 15,643,000 7.76%
4 JPMORGAN CHASE & CO 96,010 13,619,000 6.76%
5 GOOD LIFE ADVISORS, LLC 60,231 8,538,000 4.24%
6 Commonwealth Equity Services, Inc 58,918 8,357,000 4.15%
7 LPL Financial LLC 58,532 8,290,000 4.11%
8 MORGAN STANLEY 55,606 7,888,000 3.91%
9 ROYAL BANK OF CANADA 50,561 7,172,000 3.56%
10 UBS Group AG 45,198 6,411,000 3.18%
11 CORNERSTONE WEALTH MANAGEMENT, LLC 44,669 6,335,000 3.14%
12 JANE STREET GROUP, LLC 43,139 6,119,000 3.04%
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 41,772 5,925,000 2.94%
14 WELLS FARGO & COMPANY/MN 39,342 5,581,000 2.77%
15 BESSEMER GROUP INC 35,585 5,048,000 2.50%
16 Private Advisor Group, LLC 30,384 4,306,000 2.14%
17 Crestwood Advisors Group, LLC 25,586 3,667,000 1.82%
18 RAYMOND JAMES & ASSOCIATES 24,098 3,418,000 1.70%
19 Raymond James Financial Services Advisors, Inc. 18,857 2,675,000 1.33%
20 West Coast Financial LLC 18,464 2,619,000 1.30%
21 SUNTRUST BANKS INC 17,573 2,493,000 1.24%
22 Cetera Advisors LLC 11,882 1,681,000 0.83%
23 Mathes Company, Inc. 11,675 1,656,000 0.82%
24 CITADEL ADVISORS LLC 8,557 1,214,000 0.60%
25 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8,409 1,193,000 0.59%
26 CITIGROUP INC 7,998 1,135,000 0.56%
27 IFP ADVISORS, INC 7,713 1,094,000 0.54%
28 HighTower Advisors, LLC 6,928 980,000 0.49%
29 THRESHOLD GROUP LLC 6,817 967,000 0.48%
30 LADENBURG THALMANN FINANCIAL SERVICES INC. 5,016 712,000 0.35%
31 Cambridge Investment Research Advisors, Inc. 4,740 672,000 0.33%
32 Cetera Advisor Networks LLC 4,693 667,000 0.33%
33 VOYA FINANCIAL ADVISORS, INC. 4,154 589,000 0.29%
34 NATIONAL PLANNING CORP 4,106 583,000 0.29%
35 First Allied Advisory Services, Inc. 3,933 558,000 0.28%
36 Liberty Capital Management, Inc. 3,065 435,000 0.22%
37 Timber Hill LLC 2,940 417,000 0.21%
38 Sigma Planning Corp 2,507 356,000 0.18%
39 SCHRODER INVESTMENT MANAGEMENT GROUP 2,490 353,000 0.18%
40 FIRST CAPITAL ADVISORS GROUP, LLC. 2,362 335,000 0.17%
41 ADVISOR GROUP, INC. 2,241 317,000 0.16%
42 Asset Management Group, Inc. 2,229 316,000 0.16%
43 WEALTHSOURCE PARTNERS, LLC 1,953 277,000 0.14%
44 Creative Planning 1,912 271,000 0.13%
45 COMERICA SECURITIES INC 1,832 260,000 0.13%
46 GLOBAL RETIREMENT PARTNERS, LLC 1,806 256,000 0.13%
47 Opus Capital Group, LLC 1,806 256,000 0.13%
48 Stratos Wealth Partners, LTD. 1,602 227,000 0.11%
49 BANK OF THE WEST 1,587 225,000 0.11%
50 AUSDAL FINANCIAL PARTNERS, INC. 1,576 224,000 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.