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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
51 RAYMOND JAMES & ASSOCIATES 24,098 3,418,000 1.70%
52 Crestwood Advisors Group, LLC 25,586 3,667,000 1.82%
53 Private Advisor Group, LLC 30,384 4,306,000 2.14%
54 BESSEMER GROUP INC 35,585 5,048,000 2.50%
55 WELLS FARGO & COMPANY/MN 39,342 5,581,000 2.77%
56 SUSQUEHANNA INTERNATIONAL GROUP, LLP 41,772 5,925,000 2.94%
57 JANE STREET GROUP, LLC 43,139 6,119,000 3.04%
58 CORNERSTONE WEALTH MANAGEMENT, LLC 44,669 6,335,000 3.14%
59 UBS Group AG 45,198 6,411,000 3.18%
60 ROYAL BANK OF CANADA 50,561 7,172,000 3.56%
61 MORGAN STANLEY 55,606 7,888,000 3.91%
62 LPL Financial LLC 58,532 8,290,000 4.11%
63 Commonwealth Equity Services, Inc 58,918 8,357,000 4.15%
64 GOOD LIFE ADVISORS, LLC 60,231 8,538,000 4.24%
65 JPMORGAN CHASE & CO 96,010 13,619,000 6.76%
66 BANK OF AMERICA CORP /DE/ 110,274 15,643,000 7.76%
67 AMERIPRISE FINANCIAL INC 168,906 23,964,000 11.89%
68 AXA S.A. 239,454 33,967,000 16.85%
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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.